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limyb
2021-08-22
Ok
抱歉,原内容已删除
limyb
2022-01-13
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Cathie Wood Sells Another $3M Shares In Tesla On Wednesday — Here's What She Bought Instead
limyb
2021-08-20
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limyb
2021-08-19
Likr
Tesla AI Day Is Thursday. Why It’s a Big Day for the Stock.
limyb
2021-08-29
K
This Unloved Tech Stock Could Make You Rich One Day
limyb
2022-01-22
K
抱歉,原内容已删除
limyb
2022-01-20
ook
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limyb
02-07
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limyb
02-07
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limyb
2022-05-17
回复
@Wait_Flowers
:ok//
@Wait_Flowers
:这篇文章不错,转发给大家看
@期权小班长:美股能在周三反弹吗?
limyb
2022-04-25
回复
@电脑
:ok//
@电脑
:阅
@许亚鑫:市场对美联储加息有点反应过度了,建议开盘关注这些资产
limyb
2022-02-23
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@万里长青
:ok//
@万里长青
:?
@SCLOW:Russo-Ukrainian crisis
limyb
2022-01-29
回复
@绿茶西湖龙井
:ok//
@绿茶西湖龙井
:好
@美股研习社:财报解剖 | 黑暗中的曙光,德州仪器业绩大超预期!
limyb
2021-08-16
OK likjj
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<a href=\"https://laohu8.com/U/3458084208518407\">@Wait_Flowers</a>:ok//<a href=\"https://laohu8.com/U/3458084208518407\">@Wait_Flowers</a>:这篇文章不错,转发给大家看","listText":"回复 <a href=\"https://laohu8.com/U/3458084208518407\">@Wait_Flowers</a>:ok//<a href=\"https://laohu8.com/U/3458084208518407\">@Wait_Flowers</a>:这篇文章不错,转发给大家看","text":"回复 @Wait_Flowers:ok//@Wait_Flowers:这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615987082","repostId":"612911091","repostType":1,"repost":{"id":612911091,"gmtCreate":1652118424672,"gmtModify":1652132156965,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"美股能在周三反弹吗?","htmlText":"周一盘前打开行情大吃一惊,千亿以上市值的公司,竟然没有一家是上涨的,属实罕见,也证明了上周五的猜想:权重股接棒成长股变为大盘下跌主力。截止到5月6日,2022年纳斯达克下跌23%,标普下跌14%。按照熊市标准,纳斯达克熊了,标普没熊。然而万亿新贵当中,只有苹果目前维持13%的跌幅,其余成员全部跌破20%熊市大关。 如果有一天苹果年跌幅也跌破20%,即跌破$146,会怎么样呢?其实快一点,估计这两天就可以看到苹果跌破20%,$146距离$151仅仅只有3.5%左右。如果说A股保卫的是3000点,那美股保卫的应该就是苹果$146了。 不过这场保卫战是多空双方真刀真枪的对砍,还是互相敷衍一下就给空方让路了,取决于宏观是否真正有所改善。如果通胀依旧高企没有下降趋势,原油价格依旧走强,供应链依旧迟迟没有改善,我认为$146也只是下一个阶段的开始而已。 不过根据前瞻预测,周三美国将发布4月CPI数据,市场普遍预测4月的CPI同比增速放缓,显现出见顶的迹象,环比增速将从1.2%降至0.2%,同比增速将从8.5%降至8.1%,核心CPI将回落至6.1%。 所以周一周二大跌反而是件好事,根据以往被华尔街折磨的经验,说明这个预测数据大概率没啥问题,通胀确实有所缓解,数据公布后可以期待小反弹。 投资——抛售的恶性循环 不过今天值得注意的信息还是<a target=\"_blank\" href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> 的被大股东减持。有消息称随着IPO解禁期结束,福特计划出售其持有的800万股股票,目前福**持有约1.02亿股。 减持的主要原因还是因为RIVN大跌,让福特公司第一季度亏损了54亿美元。今年一季度RIVN公司股价跌了51%。 那么同样是持股大跌的亚马逊会不会也跟进这一波抛","listText":"周一盘前打开行情大吃一惊,千亿以上市值的公司,竟然没有一家是上涨的,属实罕见,也证明了上周五的猜想:权重股接棒成长股变为大盘下跌主力。截止到5月6日,2022年纳斯达克下跌23%,标普下跌14%。按照熊市标准,纳斯达克熊了,标普没熊。然而万亿新贵当中,只有苹果目前维持13%的跌幅,其余成员全部跌破20%熊市大关。 如果有一天苹果年跌幅也跌破20%,即跌破$146,会怎么样呢?其实快一点,估计这两天就可以看到苹果跌破20%,$146距离$151仅仅只有3.5%左右。如果说A股保卫的是3000点,那美股保卫的应该就是苹果$146了。 不过这场保卫战是多空双方真刀真枪的对砍,还是互相敷衍一下就给空方让路了,取决于宏观是否真正有所改善。如果通胀依旧高企没有下降趋势,原油价格依旧走强,供应链依旧迟迟没有改善,我认为$146也只是下一个阶段的开始而已。 不过根据前瞻预测,周三美国将发布4月CPI数据,市场普遍预测4月的CPI同比增速放缓,显现出见顶的迹象,环比增速将从1.2%降至0.2%,同比增速将从8.5%降至8.1%,核心CPI将回落至6.1%。 所以周一周二大跌反而是件好事,根据以往被华尔街折磨的经验,说明这个预测数据大概率没啥问题,通胀确实有所缓解,数据公布后可以期待小反弹。 投资——抛售的恶性循环 不过今天值得注意的信息还是<a target=\"_blank\" href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> 的被大股东减持。有消息称随着IPO解禁期结束,福特计划出售其持有的800万股股票,目前福**持有约1.02亿股。 减持的主要原因还是因为RIVN大跌,让福特公司第一季度亏损了54亿美元。今年一季度RIVN公司股价跌了51%。 那么同样是持股大跌的亚马逊会不会也跟进这一波抛","text":"周一盘前打开行情大吃一惊,千亿以上市值的公司,竟然没有一家是上涨的,属实罕见,也证明了上周五的猜想:权重股接棒成长股变为大盘下跌主力。截止到5月6日,2022年纳斯达克下跌23%,标普下跌14%。按照熊市标准,纳斯达克熊了,标普没熊。然而万亿新贵当中,只有苹果目前维持13%的跌幅,其余成员全部跌破20%熊市大关。 如果有一天苹果年跌幅也跌破20%,即跌破$146,会怎么样呢?其实快一点,估计这两天就可以看到苹果跌破20%,$146距离$151仅仅只有3.5%左右。如果说A股保卫的是3000点,那美股保卫的应该就是苹果$146了。 不过这场保卫战是多空双方真刀真枪的对砍,还是互相敷衍一下就给空方让路了,取决于宏观是否真正有所改善。如果通胀依旧高企没有下降趋势,原油价格依旧走强,供应链依旧迟迟没有改善,我认为$146也只是下一个阶段的开始而已。 不过根据前瞻预测,周三美国将发布4月CPI数据,市场普遍预测4月的CPI同比增速放缓,显现出见顶的迹象,环比增速将从1.2%降至0.2%,同比增速将从8.5%降至8.1%,核心CPI将回落至6.1%。 所以周一周二大跌反而是件好事,根据以往被华尔街折磨的经验,说明这个预测数据大概率没啥问题,通胀确实有所缓解,数据公布后可以期待小反弹。 投资——抛售的恶性循环 不过今天值得注意的信息还是$Rivian Automotive, Inc.(RIVN)$ 的被大股东减持。有消息称随着IPO解禁期结束,福特计划出售其持有的800万股股票,目前福**持有约1.02亿股。 减持的主要原因还是因为RIVN大跌,让福特公司第一季度亏损了54亿美元。今年一季度RIVN公司股价跌了51%。 那么同样是持股大跌的亚马逊会不会也跟进这一波抛","images":[{"img":"https://static.tigerbbs.com/98f69ec0dc0fa946a80fbd52af4a6376","width":"1170","height":"2364"},{"img":"https://static.tigerbbs.com/74ce4b921bce62bcd0f284adf4c95656","width":"1170","height":"1348"},{"img":"https://static.tigerbbs.com/5dd8e35efe00814d900c567cbd292556","width":"1170","height":"2409"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612911091","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618940067,"gmtCreate":1650846167059,"gmtModify":1650846167234,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3495359117819194\">@电脑</a>:ok//<a href=\"https://laohu8.com/U/3495359117819194\">@电脑</a>:阅","listText":"回复 <a href=\"https://laohu8.com/U/3495359117819194\">@电脑</a>:ok//<a href=\"https://laohu8.com/U/3495359117819194\">@电脑</a>:阅","text":"回复 @电脑:ok//@电脑:阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618940067","repostId":"618075764","repostType":1,"repost":{"id":618075764,"gmtCreate":1650770229744,"gmtModify":1650852656486,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532831849818465","authorIdStr":"3532831849818465"},"themes":[],"title":"市场对美联储加息有点反应过度了,建议开盘关注这些资产","htmlText":"今夜,又有重要喊话出来,大概提了将近十点,不过大家看一下标题基本上就明白重点,目前已经开的美股里面,中概概念在反弹。 这个周末大家重点还是留意一下国内的疫情数据,我认为,近期美元的资金回流在全球范围内非常的明显,只不过对于美联储的加息炒作,也经历了三个阶段: 第一阶段,加息阶段,即今年元旦后到俄乌危机爆发前; 第二阶段,大幅加息阶段,即俄乌危机爆发后,各种制裁导致通胀进一步高企的预期; 第三阶段,更快大幅阶段,即现在,美联储掉期利率预计年底前将会加息250个基点。 这是个什么概念呢?相当于未来剩余的6次利率会议,有4次需要加息50个基点,而有两次加息25个基点。 当然,最夸张的还是要数美联储最大的鹰派布拉德,看见没有?当很多美联储官员觉得中性利率是2.5%的时候,人家布大嘴认为,3.5%才是天花板。 因此,许导认为,市场现在的预期有点反应过度了,下个阶段很有可能会发生的事情,就是炒作美联储加息减码,届时预计A股也有望迎来反弹磨底行情。 本轮A股在经历了连续下跌之后,多家券商机构认为市场已经进入震荡筑底阶段。 过去一段时间的下跌主要是由于俄乌地缘政治冲突叠加中概股退市风波,不过3月16日的金融委会议给市场确立了政策底,另外近期部分公司披露了积极的1-2月份经营数据,公司回购规模也处于历史高位。市场开始回暖,但是反弹不是一蹴而就,预计会在低位反复震荡。 在市场弱势的背景下,确定性成了机构们关注的焦点。行业配置方面,机构普遍有四点共识: 第一,4月进入财报季,财报超预期的公司往往表现不俗。 从已经公布1-2月经营数据的公司分布来看,食品饮料为代表的的大消费板块业绩亮眼;另外PPI和CPI剪刀差缩窄,按照历史经验消费板块有望领涨。建议关注建议关注:高确定性的白酒和医疗,以及受益于通胀预期的食品、纺服等必须消费板块。 第二,有政策背书的稳增长方向,有望贯穿全年。 稳增长方向也非常值得","listText":"今夜,又有重要喊话出来,大概提了将近十点,不过大家看一下标题基本上就明白重点,目前已经开的美股里面,中概概念在反弹。 这个周末大家重点还是留意一下国内的疫情数据,我认为,近期美元的资金回流在全球范围内非常的明显,只不过对于美联储的加息炒作,也经历了三个阶段: 第一阶段,加息阶段,即今年元旦后到俄乌危机爆发前; 第二阶段,大幅加息阶段,即俄乌危机爆发后,各种制裁导致通胀进一步高企的预期; 第三阶段,更快大幅阶段,即现在,美联储掉期利率预计年底前将会加息250个基点。 这是个什么概念呢?相当于未来剩余的6次利率会议,有4次需要加息50个基点,而有两次加息25个基点。 当然,最夸张的还是要数美联储最大的鹰派布拉德,看见没有?当很多美联储官员觉得中性利率是2.5%的时候,人家布大嘴认为,3.5%才是天花板。 因此,许导认为,市场现在的预期有点反应过度了,下个阶段很有可能会发生的事情,就是炒作美联储加息减码,届时预计A股也有望迎来反弹磨底行情。 本轮A股在经历了连续下跌之后,多家券商机构认为市场已经进入震荡筑底阶段。 过去一段时间的下跌主要是由于俄乌地缘政治冲突叠加中概股退市风波,不过3月16日的金融委会议给市场确立了政策底,另外近期部分公司披露了积极的1-2月份经营数据,公司回购规模也处于历史高位。市场开始回暖,但是反弹不是一蹴而就,预计会在低位反复震荡。 在市场弱势的背景下,确定性成了机构们关注的焦点。行业配置方面,机构普遍有四点共识: 第一,4月进入财报季,财报超预期的公司往往表现不俗。 从已经公布1-2月经营数据的公司分布来看,食品饮料为代表的的大消费板块业绩亮眼;另外PPI和CPI剪刀差缩窄,按照历史经验消费板块有望领涨。建议关注建议关注:高确定性的白酒和医疗,以及受益于通胀预期的食品、纺服等必须消费板块。 第二,有政策背书的稳增长方向,有望贯穿全年。 稳增长方向也非常值得","text":"今夜,又有重要喊话出来,大概提了将近十点,不过大家看一下标题基本上就明白重点,目前已经开的美股里面,中概概念在反弹。 这个周末大家重点还是留意一下国内的疫情数据,我认为,近期美元的资金回流在全球范围内非常的明显,只不过对于美联储的加息炒作,也经历了三个阶段: 第一阶段,加息阶段,即今年元旦后到俄乌危机爆发前; 第二阶段,大幅加息阶段,即俄乌危机爆发后,各种制裁导致通胀进一步高企的预期; 第三阶段,更快大幅阶段,即现在,美联储掉期利率预计年底前将会加息250个基点。 这是个什么概念呢?相当于未来剩余的6次利率会议,有4次需要加息50个基点,而有两次加息25个基点。 当然,最夸张的还是要数美联储最大的鹰派布拉德,看见没有?当很多美联储官员觉得中性利率是2.5%的时候,人家布大嘴认为,3.5%才是天花板。 因此,许导认为,市场现在的预期有点反应过度了,下个阶段很有可能会发生的事情,就是炒作美联储加息减码,届时预计A股也有望迎来反弹磨底行情。 本轮A股在经历了连续下跌之后,多家券商机构认为市场已经进入震荡筑底阶段。 过去一段时间的下跌主要是由于俄乌地缘政治冲突叠加中概股退市风波,不过3月16日的金融委会议给市场确立了政策底,另外近期部分公司披露了积极的1-2月份经营数据,公司回购规模也处于历史高位。市场开始回暖,但是反弹不是一蹴而就,预计会在低位反复震荡。 在市场弱势的背景下,确定性成了机构们关注的焦点。行业配置方面,机构普遍有四点共识: 第一,4月进入财报季,财报超预期的公司往往表现不俗。 从已经公布1-2月经营数据的公司分布来看,食品饮料为代表的的大消费板块业绩亮眼;另外PPI和CPI剪刀差缩窄,按照历史经验消费板块有望领涨。建议关注建议关注:高确定性的白酒和医疗,以及受益于通胀预期的食品、纺服等必须消费板块。 第二,有政策背书的稳增长方向,有望贯穿全年。 稳增长方向也非常值得","images":[{"img":"https://static.tigerbbs.com/37696acb831fcf658fb2f8548707fffc","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618075764","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636068750,"gmtCreate":1645589216770,"gmtModify":1645589216909,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3558607610240905\">@万里长青</a>:ok//<a href=\"https://laohu8.com/U/3558607610240905\">@万里长青</a>:?","listText":"回复 <a href=\"https://laohu8.com/U/3558607610240905\">@万里长青</a>:ok//<a href=\"https://laohu8.com/U/3558607610240905\">@万里长青</a>:?","text":"回复 @万里长青:ok//@万里长青:?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636068750","repostId":"631246660","repostType":1,"repost":{"id":631246660,"gmtCreate":1644808517405,"gmtModify":1644882057749,"author":{"id":"3572034257249930","authorId":"3572034257249930","name":"SCLOW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572034257249930","authorIdStr":"3572034257249930"},"themes":[],"title":"Russo-Ukrainian crisis","htmlText":"Geopolitical worries have added another layer of volatility to an already-jumpy market as investors priced in the possibility of escalating conflict between Russia and Ukraine, though some doubted the issue would weigh on U.S. asset prices over the longer term. Reports of rising tensions between the two countries slammed stocks on Friday and lifted prices for Treasuries, the dollar and other safe-haven assets. Investors were already rattled by a hawkish turn from the Federal Reserve.The market is reacting because an actual invasion has not yet been priced in,\" said Michael Farr of Farr, Miller and Washington LLC. \"The severity of an invasion, if one occurs, will correlate to the severity of the market’s reaction.\" The United States and Europe stepped up their warnings of an imminent attack","listText":"Geopolitical worries have added another layer of volatility to an already-jumpy market as investors priced in the possibility of escalating conflict between Russia and Ukraine, though some doubted the issue would weigh on U.S. asset prices over the longer term. Reports of rising tensions between the two countries slammed stocks on Friday and lifted prices for Treasuries, the dollar and other safe-haven assets. Investors were already rattled by a hawkish turn from the Federal Reserve.The market is reacting because an actual invasion has not yet been priced in,\" said Michael Farr of Farr, Miller and Washington LLC. \"The severity of an invasion, if one occurs, will correlate to the severity of the market’s reaction.\" The United States and Europe stepped up their warnings of an imminent attack","text":"Geopolitical worries have added another layer of volatility to an already-jumpy market as investors priced in the possibility of escalating conflict between Russia and Ukraine, though some doubted the issue would weigh on U.S. asset prices over the longer term. Reports of rising tensions between the two countries slammed stocks on Friday and lifted prices for Treasuries, the dollar and other safe-haven assets. Investors were already rattled by a hawkish turn from the Federal Reserve.The market is reacting because an actual invasion has not yet been priced in,\" said Michael Farr of Farr, Miller and Washington LLC. \"The severity of an invasion, if one occurs, will correlate to the severity of the market’s reaction.\" The United States and Europe stepped up their warnings of an imminent attack","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631246660","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639736830,"gmtCreate":1643436167320,"gmtModify":1643436167458,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3517906822003417\">@绿茶西湖龙井</a>:ok//<a href=\"https://laohu8.com/U/3517906822003417\">@绿茶西湖龙井</a>:好","listText":"回复 <a href=\"https://laohu8.com/U/3517906822003417\">@绿茶西湖龙井</a>:ok//<a href=\"https://laohu8.com/U/3517906822003417\">@绿茶西湖龙井</a>:好","text":"回复 @绿茶西湖龙井:ok//@绿茶西湖龙井:好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639736830","repostId":"639682139","repostType":1,"repost":{"id":639682139,"gmtCreate":1643275897926,"gmtModify":1643295475096,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092209177497620","authorIdStr":"4092209177497620"},"themes":[],"title":"财报解剖 | 黑暗中的曙光,德州仪器业绩大超预期!","htmlText":"作者:昨辰摘要:TI超预期业绩指引或将对半导体板块形成强有力的支撑1月25日盘后德州仪器(TI)发布超预期21Q4及全年财报和22Q1指引,股价收涨2.51%。在半导体板块整体受宏观因素跟随大盘回调的当下,这给了市场一定的信心。后续半导体巨头们和大型科技股的财报如果也能稳住,那企稳的拐点或将出现。截止22年1月26日收盘,德州仪器(TI)21年全年涨幅为17.53%,22年至今涨幅为-5.38%,跑赢同期标普500指数(SPY:-8.75%)、纳指100ETF(QQQ:-13.39%)及费城半导体指数(SOXX:-13.84%)的涨幅。TXN、QQQ、SOXX及SPY股价拟合图来源:Tradingview从季度财报情况来看,受益于公司强大的产品组合实力和不断扩大的制造能力,模拟芯片龙头德州仪器21Q4营收和EPS均超预期。21Q4德州仪器营收同比增18.5%至48.32亿美元,好于预期的44.3亿美元;净利润同比增26.7%至21.38亿美元;摊薄后EPS同比增26.1%,同样超预期(2.27 vs 1.95)。从全年来看,21年营收同比增26.9%至183.44亿美元;净利润同比增38.9%至77.69亿美元;摊薄后EPS同比增38.4%至8.26美元。总体来看,21年全年业绩表现在半导体超级周期之下算是中规中矩,不能说特别出彩,但是相当的稳健。那为什么TI能这么稳呢?主要是因为德州仪器拥有广泛的产品线和卓越的制造能力:TI旗下有八万多种产品,在全球15个生产基地拥有11 个世界级的高产量晶圆厂、7 个封装/测试厂以及多家凸点加工和晶圆测试厂,每年生产数百亿颗芯片,售价从两分美金(差不多0.1元人民币)到三百美金不等,这也让德州仪器有能力服务于包括工业应用、汽车电子、个人电子产品、通信设备和企业系统在内的多个市场。进一步细看。德州仪器最核心的模拟业务21Q4斩获37.58","listText":"作者:昨辰摘要:TI超预期业绩指引或将对半导体板块形成强有力的支撑1月25日盘后德州仪器(TI)发布超预期21Q4及全年财报和22Q1指引,股价收涨2.51%。在半导体板块整体受宏观因素跟随大盘回调的当下,这给了市场一定的信心。后续半导体巨头们和大型科技股的财报如果也能稳住,那企稳的拐点或将出现。截止22年1月26日收盘,德州仪器(TI)21年全年涨幅为17.53%,22年至今涨幅为-5.38%,跑赢同期标普500指数(SPY:-8.75%)、纳指100ETF(QQQ:-13.39%)及费城半导体指数(SOXX:-13.84%)的涨幅。TXN、QQQ、SOXX及SPY股价拟合图来源:Tradingview从季度财报情况来看,受益于公司强大的产品组合实力和不断扩大的制造能力,模拟芯片龙头德州仪器21Q4营收和EPS均超预期。21Q4德州仪器营收同比增18.5%至48.32亿美元,好于预期的44.3亿美元;净利润同比增26.7%至21.38亿美元;摊薄后EPS同比增26.1%,同样超预期(2.27 vs 1.95)。从全年来看,21年营收同比增26.9%至183.44亿美元;净利润同比增38.9%至77.69亿美元;摊薄后EPS同比增38.4%至8.26美元。总体来看,21年全年业绩表现在半导体超级周期之下算是中规中矩,不能说特别出彩,但是相当的稳健。那为什么TI能这么稳呢?主要是因为德州仪器拥有广泛的产品线和卓越的制造能力:TI旗下有八万多种产品,在全球15个生产基地拥有11 个世界级的高产量晶圆厂、7 个封装/测试厂以及多家凸点加工和晶圆测试厂,每年生产数百亿颗芯片,售价从两分美金(差不多0.1元人民币)到三百美金不等,这也让德州仪器有能力服务于包括工业应用、汽车电子、个人电子产品、通信设备和企业系统在内的多个市场。进一步细看。德州仪器最核心的模拟业务21Q4斩获37.58","text":"作者:昨辰摘要:TI超预期业绩指引或将对半导体板块形成强有力的支撑1月25日盘后德州仪器(TI)发布超预期21Q4及全年财报和22Q1指引,股价收涨2.51%。在半导体板块整体受宏观因素跟随大盘回调的当下,这给了市场一定的信心。后续半导体巨头们和大型科技股的财报如果也能稳住,那企稳的拐点或将出现。截止22年1月26日收盘,德州仪器(TI)21年全年涨幅为17.53%,22年至今涨幅为-5.38%,跑赢同期标普500指数(SPY:-8.75%)、纳指100ETF(QQQ:-13.39%)及费城半导体指数(SOXX:-13.84%)的涨幅。TXN、QQQ、SOXX及SPY股价拟合图来源:Tradingview从季度财报情况来看,受益于公司强大的产品组合实力和不断扩大的制造能力,模拟芯片龙头德州仪器21Q4营收和EPS均超预期。21Q4德州仪器营收同比增18.5%至48.32亿美元,好于预期的44.3亿美元;净利润同比增26.7%至21.38亿美元;摊薄后EPS同比增26.1%,同样超预期(2.27 vs 1.95)。从全年来看,21年营收同比增26.9%至183.44亿美元;净利润同比增38.9%至77.69亿美元;摊薄后EPS同比增38.4%至8.26美元。总体来看,21年全年业绩表现在半导体超级周期之下算是中规中矩,不能说特别出彩,但是相当的稳健。那为什么TI能这么稳呢?主要是因为德州仪器拥有广泛的产品线和卓越的制造能力:TI旗下有八万多种产品,在全球15个生产基地拥有11 个世界级的高产量晶圆厂、7 个封装/测试厂以及多家凸点加工和晶圆测试厂,每年生产数百亿颗芯片,售价从两分美金(差不多0.1元人民币)到三百美金不等,这也让德州仪器有能力服务于包括工业应用、汽车电子、个人电子产品、通信设备和企业系统在内的多个市场。进一步细看。德州仪器最核心的模拟业务21Q4斩获37.58","images":[{"img":"https://static.tigerbbs.com/1daaf1f26ae7c7241fa6e0d7a6c61c68","width":"632","height":"379"},{"img":"https://static.tigerbbs.com/11c2cff22a3fd8a5939571cce760b7b2","width":"632","height":"301"},{"img":"https://static.tigerbbs.com/69d6a1a25ed889048c568080d78fbff5","width":"632","height":"379"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639682139","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630657150,"gmtCreate":1642839189212,"gmtModify":1642839189408,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630657150","repostId":"1116834406","repostType":4,"isVote":1,"tweetType":1,"viewCount":2369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630006211,"gmtCreate":1642610334397,"gmtModify":1642610334637,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"ook","listText":"ook","text":"ook","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630006211","repostId":"2204307707","repostType":4,"isVote":1,"tweetType":1,"viewCount":1878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694411941,"gmtCreate":1642074125693,"gmtModify":1642074206805,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/694411941","repostId":"1186224135","repostType":2,"repost":{"id":"1186224135","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1642073038,"share":"https://www.laohu8.com/m/news/1186224135?lang=&edition=full","pubTime":"2022-01-13 19:23","market":"us","language":"en","title":"Cathie Wood Sells Another $3M Shares In Tesla On Wednesday — Here's What She Bought Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=1186224135","media":"Benzinga","summary":"Cathie Wood’sArk Investment Managementon Wednesday booked more profit inTeslaInc, selling 2,656 shares — estimated to be worth $2.9 million based on the latest closing price — in the electric vehicle ","content":"<html><head></head><body><p><b>Cathie Wood</b>’s <b>Ark Investment Management</b> on Wednesday booked more profit in <b>Tesla</b> <b>Inc</b>, selling 2,656 shares — estimated to be worth $2.9 million based on the latest closing price — in the electric vehicle maker.</p><p>The <b>Elon Musk</b>-led company’s stock closed 3.9% higher at $1,106.2 per share on Wednesday.</p><p>Ark Invest owns shares in Tesla via three of its exchange-traded funds — the <b>Ark Innovation ETF</b>, the <b>Ark Autonomous Technology & Robotics ETF</b> and the <b>Ark Next Generation Internet ETF</b>.</p><p>The three ETFs held about 1.61 million shares worth $1.72 billion in Tesla, prior to Wednesday’s trade.</p><p>Tesla ended 2021 on a high as it posted its biggest quarterly and full-year delivery volume. The Austin, Texas-based electric vehicle maker’s Giga Shanghai accounted for more than half of the electric vehicle maker’s global deliveries in 2021.</p><p>Wood, who founded Ark Invest, is a Tesla bull and has set a $3,000 price target for the electric vehicle stock for 2025. The investment firm has been selling shares in Tesla since September after shares moved higher to breach the$1 trillion market cap.</p><p>The St. Petersburg, Florida-based Ark has also been recently loading up shares in the U.S.-listed Chinese electric vehicle maker <b>Xpeng Inc</b>.</p><p>Here are a few other key Ark Invest trades from Wednesday:</p><ul><li>Bought 70,259 shares — estimated to be about $12 million — in <b>Zoom Video Communications Inc</b> on the dip. The Zoom stock closed 3% lower at $170.6 a share on Wednesday.</li><li>Bought 628,636 shares — estimated to be worth $10.5 million — in <b>Palantir Technologies Inc</b>. Shares of the company closed 1% lower at $16.7 a share.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Sells Another $3M Shares In Tesla On Wednesday — Here's What She Bought Instead</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\">\nCathie Wood Sells Another $3M Shares In Tesla On Wednesday — Here's What She Bought Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-01-13 19:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>Cathie Wood</b>’s <b>Ark Investment Management</b> on Wednesday booked more profit in <b>Tesla</b> <b>Inc</b>, selling 2,656 shares — estimated to be worth $2.9 million based on the latest closing price — in the electric vehicle maker.</p><p>The <b>Elon Musk</b>-led company’s stock closed 3.9% higher at $1,106.2 per share on Wednesday.</p><p>Ark Invest owns shares in Tesla via three of its exchange-traded funds — the <b>Ark Innovation ETF</b>, the <b>Ark Autonomous Technology & Robotics ETF</b> and the <b>Ark Next Generation Internet ETF</b>.</p><p>The three ETFs held about 1.61 million shares worth $1.72 billion in Tesla, prior to Wednesday’s trade.</p><p>Tesla ended 2021 on a high as it posted its biggest quarterly and full-year delivery volume. The Austin, Texas-based electric vehicle maker’s Giga Shanghai accounted for more than half of the electric vehicle maker’s global deliveries in 2021.</p><p>Wood, who founded Ark Invest, is a Tesla bull and has set a $3,000 price target for the electric vehicle stock for 2025. The investment firm has been selling shares in Tesla since September after shares moved higher to breach the$1 trillion market cap.</p><p>The St. Petersburg, Florida-based Ark has also been recently loading up shares in the U.S.-listed Chinese electric vehicle maker <b>Xpeng Inc</b>.</p><p>Here are a few other key Ark Invest trades from Wednesday:</p><ul><li>Bought 70,259 shares — estimated to be about $12 million — in <b>Zoom Video Communications Inc</b> on the dip. The Zoom stock closed 3% lower at $170.6 a share on Wednesday.</li><li>Bought 628,636 shares — estimated to be worth $10.5 million — in <b>Palantir Technologies Inc</b>. Shares of the company closed 1% lower at $16.7 a share.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","ZM":"Zoom","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186224135","content_text":"Cathie Wood’s Ark Investment Management on Wednesday booked more profit in Tesla Inc, selling 2,656 shares — estimated to be worth $2.9 million based on the latest closing price — in the electric vehicle maker.The Elon Musk-led company’s stock closed 3.9% higher at $1,106.2 per share on Wednesday.Ark Invest owns shares in Tesla via three of its exchange-traded funds — the Ark Innovation ETF, the Ark Autonomous Technology & Robotics ETF and the Ark Next Generation Internet ETF.The three ETFs held about 1.61 million shares worth $1.72 billion in Tesla, prior to Wednesday’s trade.Tesla ended 2021 on a high as it posted its biggest quarterly and full-year delivery volume. The Austin, Texas-based electric vehicle maker’s Giga Shanghai accounted for more than half of the electric vehicle maker’s global deliveries in 2021.Wood, who founded Ark Invest, is a Tesla bull and has set a $3,000 price target for the electric vehicle stock for 2025. The investment firm has been selling shares in Tesla since September after shares moved higher to breach the$1 trillion market cap.The St. Petersburg, Florida-based Ark has also been recently loading up shares in the U.S.-listed Chinese electric vehicle maker Xpeng Inc.Here are a few other key Ark Invest trades from Wednesday:Bought 70,259 shares — estimated to be about $12 million — in Zoom Video Communications Inc on the dip. The Zoom stock closed 3% lower at $170.6 a share on Wednesday.Bought 628,636 shares — estimated to be worth $10.5 million — in Palantir Technologies Inc. Shares of the company closed 1% lower at $16.7 a share.","news_type":1,"symbols_score_info":{"PLTR":0.9,"TSLA":0.9,"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":3165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813559759,"gmtCreate":1630217766571,"gmtModify":1704957180745,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813559759","repostId":"1129129956","repostType":4,"repost":{"id":"1129129956","kind":"news","pubTimestamp":1630201285,"share":"https://www.laohu8.com/m/news/1129129956?lang=&edition=full","pubTime":"2021-08-29 09:41","market":"us","language":"en","title":"This Unloved Tech Stock Could Make You Rich One Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1129129956","media":"Motley Fool","summary":"The iBuying business is a race to grow larger, and Opendoor is winning.The company is growing at a rate that is two years ahead of what management projected just a year earlier.The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.Real estate iBuying company Opendoor Technologieshas been executing at a high level in the three quarters since coming public via a special purpose acquisition company merger. In a race to disrupt residential ","content":"<p>Key Points</p>\n<ul>\n <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>\n <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>\n <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li>\n</ul>\n<p></p>\n<p>Real estate iBuying company <b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p>\n<p>Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p>\n<h3>1. Opendoor is winning the iBuying battle</h3>\n<p>The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p>\n<p>Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p>\n<p>After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including <b>Zillow Group</b> and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p>\n<p>According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p>\n<h3>2. Revenue growth is ahead of schedule</h3>\n<p>When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p>\n<p>Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p>\n<p>In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p>\n<h3>3. SPACs are out of favor with the market... opportunity?</h3>\n<p>Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p>\n<p>Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p>\n<p>But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p>\n<p>Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p>\n<h3>Here's the bottom line</h3>\n<p>Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.</p>\n<p></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>This Unloved Tech Stock Could Make You Rich One Day</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\">\nThis Unloved Tech Stock Could Make You Rich One Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-29 09:41 GMT+8 <a href=https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OPEN":"Opendoor Technologies Inc"},"source_url":"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129129956","content_text":"Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.\n\n\nReal estate iBuying company Opendoor Technologies(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.\nDespite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.\n1. Opendoor is winning the iBuying battle\nThe traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.\nOpendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.\nAfter seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including Zillow Group and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.\nAccording to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.\n2. Revenue growth is ahead of schedule\nWhen companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.\nFast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"\nIn other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.\n3. SPACs are out of favor with the market... opportunity?\nInvestors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.\nInvestors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.\nBut if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.\nCompetitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.\nHere's the bottom line\nReal estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"Amazon\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.","news_type":1,"symbols_score_info":{"OPEN":0.9}},"isVote":1,"tweetType":1,"viewCount":1835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832692901,"gmtCreate":1629615541103,"gmtModify":1633683726110,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/832692901","repostId":"1133515985","repostType":4,"isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838499079,"gmtCreate":1629422594191,"gmtModify":1633684963721,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838499079","repostId":"2160915795","repostType":4,"isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831551830,"gmtCreate":1629336712920,"gmtModify":1633685593193,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"Likr","listText":"Likr","text":"Likr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831551830","repostId":"1181909905","repostType":2,"repost":{"id":"1181909905","kind":"news","pubTimestamp":1629332628,"share":"https://www.laohu8.com/m/news/1181909905?lang=&edition=full","pubTime":"2021-08-19 08:23","market":"us","language":"en","title":"Tesla AI Day Is Thursday. Why It’s a Big Day for the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1181909905","media":"Barrons","summary":"Former defense secretary Donald Rumsfeld said there are known knowns—things people know—known unknowns—things people know they don’t know—and unknown unknowns—things people don’t realize they don’t know. That pretty much sums up autonomous driving technology these days.It isn’t clear how long it will take the auto industry to deliver truly self-driving cars. Thursday evening, however, investors will get an education about what’s state of the art when Tesla hosts its artificial intelligence day.","content":"<p>Former defense secretary Donald Rumsfeld said there are known knowns—things people know—known unknowns—things people know they don’t know—and unknown unknowns—things people don’t realize they don’t know. That pretty much sums up autonomous driving technology these days.</p>\n<p>It isn’t clear how long it will take the auto industry to deliver truly self-driving cars. Thursday evening, however, investors will get an education about what’s state of the art when Tesla (ticker: TSLA) hosts its artificial intelligence day.</p>\n<p>The event will likely be livestreamed on the company’s website beginning around 5 p.m. Eastern Standard Time. A link to the webcast isn’t available yet. The company didn’t respond to a request for comment about the agenda for the event.</p>\n<p>Much of what will get talked about won’t be a surprise, even if investors don’t understand it all. Those are known unknowns.</p>\n<p>Tesla should update investors about its driver assistance feature dubbed full self driving. What’s more, the company will describe the benefit of vertical integration. Tesla makes the hardware—its own computers with its own microchips—and its software. Tesla might even give a more definitive timeline for when Level 4 autonomous vehicles will be ready.</p>\n<p>Roth Capital analyst Craig Irwin doesn’t believe Level 4 technology is on the horizon though. He tells<i>Barron’s</i>the computing power and camera resolution just isn’t there yet. “Tesla will work hard to suggest tech leadership in AI for automotive,” says Irwin. “Reality will probably be much less exciting than their claims.”</p>\n<p>Irwin rates Tesla shares Hold. His price target is just $150 a share.</p>\n<p>The car industry essentially defines five levels of autonomous driving. Level 1 is nothing more than cruise control. Level 2 systems are available on cars today and combine features such as adaptive cruise and lane-keeping assistance, enabling the car to do a lot on its own. Drivers, however, still need to pay attention 100% of the time with Level 2 systems.</p>\n<p>Level 3 systems would allow drivers to stop paying attention part of the time. Level 4 would let them stop paying attention most of the time. And Level 5 means the car does everything always. “Level 5 autonomy isn’t an easy endeavor,” says Global X analyst Pedro Palandrani. There are so many unique cases for technology to tackle, like in bad weather or dirt roads. “But level 4 is enough to change the world.” he added. He is more optimistic than Irwin about the timing for Level 4 systems and hopes Tesla provides more timing detail at its event.</p>\n<p>Beyond a technology run down and level 4 timing, the company might have some surprises up its sleeve for investors. Palandrani has two ideas.</p>\n<p>For starters, Tesla might indicate it’s willing to sell its hardware and software to other car companies. That would give Tesla other unexpected, sources of income. Tesla already offers its full self driving as a monthly subscription to owners of its cars. That’s new for the car industry and opens up a source of recurring revenue for anyone with the requisite technology. Selling hardware and software to other car companies, however, would be new, and surprising, for investors.</p>\n<p>Tesla might also talk about its advancements in robotics. CEO Elon Musk has talked often in the past about the difficulty of making the machine that makes the machine. Some of Tesla’s AI efforts might also be targeted at building, and not just driving, vehicles. “We’re just making a crazy amount of machinery internally,” said Musk on the company’s second-quarter conference call. “This is….not well understood.”</p>\n<p>Those are two items that can surprise. Whether they, or other tidbits, will move the stock is something else entirely.</p>\n<p>Tesla stock dropped about 7% over Monday and Tuesday partly because NHTSA disclosed it was looking into accidents involving Tesla’s driver assistance features. Tesla will surely stress the safety benefits of driver assistance features on Thursday, whether it can shake off that bit of bad news though is harder to tell.</p>\n<p>“Thursday becomes a much more important event in light of this week’s [NHTSA] probe,” says Wedbush analyst Dan Ives. “This week has been another tough week for Tesla [stock] and the Street needs some good news heading into this AI event.”</p>\n<p>Ives rates Tesla shares Buy and has a $1,000 price target for the stock. Tesla’s autonomous driving leadership is part of his bullish take on shares.</p>\n<p>If history is any guide investors should expect volatility. Tesla stock dropped 10% the day following its battery technology eventi n September 2020. It took shares about seven trading days to recover, and Tesla stock gained about 86% from the battery event to year-end.</p>\n<p>Tesla stock is down about 6% year to date, trailing behind the 18% and 15% comparable, respective gains of the S&P 500 and Dow Jones Industrial Average.Tesla stock hasn’t moved much, in absolute terms, since March. Shares were in the high $600s back then. They closed down 3% at $665.71 on Tuesday, but rose 3.5% at $688.99 on Wednesday.</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>Tesla AI Day Is Thursday. Why It’s a Big Day for the Stock.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla AI Day Is Thursday. Why It’s a Big Day for the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 08:23 GMT+8 <a href=https://www.barrons.com/articles/tesla-stock-ai-day-51629244043?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Former defense secretary Donald Rumsfeld said there are known knowns—things people know—known unknowns—things people know they don’t know—and unknown unknowns—things people don’t realize they don’t ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-ai-day-51629244043?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-ai-day-51629244043?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181909905","content_text":"Former defense secretary Donald Rumsfeld said there are known knowns—things people know—known unknowns—things people know they don’t know—and unknown unknowns—things people don’t realize they don’t know. That pretty much sums up autonomous driving technology these days.\nIt isn’t clear how long it will take the auto industry to deliver truly self-driving cars. Thursday evening, however, investors will get an education about what’s state of the art when Tesla (ticker: TSLA) hosts its artificial intelligence day.\nThe event will likely be livestreamed on the company’s website beginning around 5 p.m. Eastern Standard Time. A link to the webcast isn’t available yet. The company didn’t respond to a request for comment about the agenda for the event.\nMuch of what will get talked about won’t be a surprise, even if investors don’t understand it all. Those are known unknowns.\nTesla should update investors about its driver assistance feature dubbed full self driving. What’s more, the company will describe the benefit of vertical integration. Tesla makes the hardware—its own computers with its own microchips—and its software. Tesla might even give a more definitive timeline for when Level 4 autonomous vehicles will be ready.\nRoth Capital analyst Craig Irwin doesn’t believe Level 4 technology is on the horizon though. He tellsBarron’sthe computing power and camera resolution just isn’t there yet. “Tesla will work hard to suggest tech leadership in AI for automotive,” says Irwin. “Reality will probably be much less exciting than their claims.”\nIrwin rates Tesla shares Hold. His price target is just $150 a share.\nThe car industry essentially defines five levels of autonomous driving. Level 1 is nothing more than cruise control. Level 2 systems are available on cars today and combine features such as adaptive cruise and lane-keeping assistance, enabling the car to do a lot on its own. Drivers, however, still need to pay attention 100% of the time with Level 2 systems.\nLevel 3 systems would allow drivers to stop paying attention part of the time. Level 4 would let them stop paying attention most of the time. And Level 5 means the car does everything always. “Level 5 autonomy isn’t an easy endeavor,” says Global X analyst Pedro Palandrani. There are so many unique cases for technology to tackle, like in bad weather or dirt roads. “But level 4 is enough to change the world.” he added. He is more optimistic than Irwin about the timing for Level 4 systems and hopes Tesla provides more timing detail at its event.\nBeyond a technology run down and level 4 timing, the company might have some surprises up its sleeve for investors. Palandrani has two ideas.\nFor starters, Tesla might indicate it’s willing to sell its hardware and software to other car companies. That would give Tesla other unexpected, sources of income. Tesla already offers its full self driving as a monthly subscription to owners of its cars. That’s new for the car industry and opens up a source of recurring revenue for anyone with the requisite technology. Selling hardware and software to other car companies, however, would be new, and surprising, for investors.\nTesla might also talk about its advancements in robotics. CEO Elon Musk has talked often in the past about the difficulty of making the machine that makes the machine. Some of Tesla’s AI efforts might also be targeted at building, and not just driving, vehicles. “We’re just making a crazy amount of machinery internally,” said Musk on the company’s second-quarter conference call. “This is….not well understood.”\nThose are two items that can surprise. Whether they, or other tidbits, will move the stock is something else entirely.\nTesla stock dropped about 7% over Monday and Tuesday partly because NHTSA disclosed it was looking into accidents involving Tesla’s driver assistance features. Tesla will surely stress the safety benefits of driver assistance features on Thursday, whether it can shake off that bit of bad news though is harder to tell.\n“Thursday becomes a much more important event in light of this week’s [NHTSA] probe,” says Wedbush analyst Dan Ives. “This week has been another tough week for Tesla [stock] and the Street needs some good news heading into this AI event.”\nIves rates Tesla shares Buy and has a $1,000 price target for the stock. Tesla’s autonomous driving leadership is part of his bullish take on shares.\nIf history is any guide investors should expect volatility. Tesla stock dropped 10% the day following its battery technology eventi n September 2020. It took shares about seven trading days to recover, and Tesla stock gained about 86% from the battery event to year-end.\nTesla stock is down about 6% year to date, trailing behind the 18% and 15% comparable, respective gains of the S&P 500 and Dow Jones Industrial Average.Tesla stock hasn’t moved much, in absolute terms, since March. Shares were in the high $600s back then. They closed down 3% at $665.71 on Tuesday, but rose 3.5% at $688.99 on Wednesday.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830621171,"gmtCreate":1629071655193,"gmtModify":1633687692377,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"OK likjj","listText":"OK likjj","text":"OK likjj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830621171","isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":832692901,"gmtCreate":1629615541103,"gmtModify":1633683726110,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/832692901","repostId":"1133515985","repostType":4,"isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":694411941,"gmtCreate":1642074125693,"gmtModify":1642074206805,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/694411941","repostId":"1186224135","repostType":2,"repost":{"id":"1186224135","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1642073038,"share":"https://www.laohu8.com/m/news/1186224135?lang=&edition=full","pubTime":"2022-01-13 19:23","market":"us","language":"en","title":"Cathie Wood Sells Another $3M Shares In Tesla On Wednesday — Here's What She Bought Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=1186224135","media":"Benzinga","summary":"Cathie Wood’sArk Investment Managementon Wednesday booked more profit inTeslaInc, selling 2,656 shares — estimated to be worth $2.9 million based on the latest closing price — in the electric vehicle ","content":"<html><head></head><body><p><b>Cathie Wood</b>’s <b>Ark Investment Management</b> on Wednesday booked more profit in <b>Tesla</b> <b>Inc</b>, selling 2,656 shares — estimated to be worth $2.9 million based on the latest closing price — in the electric vehicle maker.</p><p>The <b>Elon Musk</b>-led company’s stock closed 3.9% higher at $1,106.2 per share on Wednesday.</p><p>Ark Invest owns shares in Tesla via three of its exchange-traded funds — the <b>Ark Innovation ETF</b>, the <b>Ark Autonomous Technology & Robotics ETF</b> and the <b>Ark Next Generation Internet ETF</b>.</p><p>The three ETFs held about 1.61 million shares worth $1.72 billion in Tesla, prior to Wednesday’s trade.</p><p>Tesla ended 2021 on a high as it posted its biggest quarterly and full-year delivery volume. The Austin, Texas-based electric vehicle maker’s Giga Shanghai accounted for more than half of the electric vehicle maker’s global deliveries in 2021.</p><p>Wood, who founded Ark Invest, is a Tesla bull and has set a $3,000 price target for the electric vehicle stock for 2025. The investment firm has been selling shares in Tesla since September after shares moved higher to breach the$1 trillion market cap.</p><p>The St. Petersburg, Florida-based Ark has also been recently loading up shares in the U.S.-listed Chinese electric vehicle maker <b>Xpeng Inc</b>.</p><p>Here are a few other key Ark Invest trades from Wednesday:</p><ul><li>Bought 70,259 shares — estimated to be about $12 million — in <b>Zoom Video Communications Inc</b> on the dip. The Zoom stock closed 3% lower at $170.6 a share on Wednesday.</li><li>Bought 628,636 shares — estimated to be worth $10.5 million — in <b>Palantir Technologies Inc</b>. Shares of the company closed 1% lower at $16.7 a share.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Sells Another $3M Shares In Tesla On Wednesday — Here's What She Bought Instead</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\">\nCathie Wood Sells Another $3M Shares In Tesla On Wednesday — Here's What She Bought Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-01-13 19:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>Cathie Wood</b>’s <b>Ark Investment Management</b> on Wednesday booked more profit in <b>Tesla</b> <b>Inc</b>, selling 2,656 shares — estimated to be worth $2.9 million based on the latest closing price — in the electric vehicle maker.</p><p>The <b>Elon Musk</b>-led company’s stock closed 3.9% higher at $1,106.2 per share on Wednesday.</p><p>Ark Invest owns shares in Tesla via three of its exchange-traded funds — the <b>Ark Innovation ETF</b>, the <b>Ark Autonomous Technology & Robotics ETF</b> and the <b>Ark Next Generation Internet ETF</b>.</p><p>The three ETFs held about 1.61 million shares worth $1.72 billion in Tesla, prior to Wednesday’s trade.</p><p>Tesla ended 2021 on a high as it posted its biggest quarterly and full-year delivery volume. The Austin, Texas-based electric vehicle maker’s Giga Shanghai accounted for more than half of the electric vehicle maker’s global deliveries in 2021.</p><p>Wood, who founded Ark Invest, is a Tesla bull and has set a $3,000 price target for the electric vehicle stock for 2025. The investment firm has been selling shares in Tesla since September after shares moved higher to breach the$1 trillion market cap.</p><p>The St. Petersburg, Florida-based Ark has also been recently loading up shares in the U.S.-listed Chinese electric vehicle maker <b>Xpeng Inc</b>.</p><p>Here are a few other key Ark Invest trades from Wednesday:</p><ul><li>Bought 70,259 shares — estimated to be about $12 million — in <b>Zoom Video Communications Inc</b> on the dip. The Zoom stock closed 3% lower at $170.6 a share on Wednesday.</li><li>Bought 628,636 shares — estimated to be worth $10.5 million — in <b>Palantir Technologies Inc</b>. Shares of the company closed 1% lower at $16.7 a share.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","ZM":"Zoom","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186224135","content_text":"Cathie Wood’s Ark Investment Management on Wednesday booked more profit in Tesla Inc, selling 2,656 shares — estimated to be worth $2.9 million based on the latest closing price — in the electric vehicle maker.The Elon Musk-led company’s stock closed 3.9% higher at $1,106.2 per share on Wednesday.Ark Invest owns shares in Tesla via three of its exchange-traded funds — the Ark Innovation ETF, the Ark Autonomous Technology & Robotics ETF and the Ark Next Generation Internet ETF.The three ETFs held about 1.61 million shares worth $1.72 billion in Tesla, prior to Wednesday’s trade.Tesla ended 2021 on a high as it posted its biggest quarterly and full-year delivery volume. The Austin, Texas-based electric vehicle maker’s Giga Shanghai accounted for more than half of the electric vehicle maker’s global deliveries in 2021.Wood, who founded Ark Invest, is a Tesla bull and has set a $3,000 price target for the electric vehicle stock for 2025. The investment firm has been selling shares in Tesla since September after shares moved higher to breach the$1 trillion market cap.The St. Petersburg, Florida-based Ark has also been recently loading up shares in the U.S.-listed Chinese electric vehicle maker Xpeng Inc.Here are a few other key Ark Invest trades from Wednesday:Bought 70,259 shares — estimated to be about $12 million — in Zoom Video Communications Inc on the dip. The Zoom stock closed 3% lower at $170.6 a share on Wednesday.Bought 628,636 shares — estimated to be worth $10.5 million — in Palantir Technologies Inc. Shares of the company closed 1% lower at $16.7 a share.","news_type":1,"symbols_score_info":{"PLTR":0.9,"TSLA":0.9,"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":3165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838499079,"gmtCreate":1629422594191,"gmtModify":1633684963721,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838499079","repostId":"2160915795","repostType":4,"isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831551830,"gmtCreate":1629336712920,"gmtModify":1633685593193,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"Likr","listText":"Likr","text":"Likr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831551830","repostId":"1181909905","repostType":2,"repost":{"id":"1181909905","kind":"news","pubTimestamp":1629332628,"share":"https://www.laohu8.com/m/news/1181909905?lang=&edition=full","pubTime":"2021-08-19 08:23","market":"us","language":"en","title":"Tesla AI Day Is Thursday. Why It’s a Big Day for the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1181909905","media":"Barrons","summary":"Former defense secretary Donald Rumsfeld said there are known knowns—things people know—known unknowns—things people know they don’t know—and unknown unknowns—things people don’t realize they don’t know. That pretty much sums up autonomous driving technology these days.It isn’t clear how long it will take the auto industry to deliver truly self-driving cars. Thursday evening, however, investors will get an education about what’s state of the art when Tesla hosts its artificial intelligence day.","content":"<p>Former defense secretary Donald Rumsfeld said there are known knowns—things people know—known unknowns—things people know they don’t know—and unknown unknowns—things people don’t realize they don’t know. That pretty much sums up autonomous driving technology these days.</p>\n<p>It isn’t clear how long it will take the auto industry to deliver truly self-driving cars. Thursday evening, however, investors will get an education about what’s state of the art when Tesla (ticker: TSLA) hosts its artificial intelligence day.</p>\n<p>The event will likely be livestreamed on the company’s website beginning around 5 p.m. Eastern Standard Time. A link to the webcast isn’t available yet. The company didn’t respond to a request for comment about the agenda for the event.</p>\n<p>Much of what will get talked about won’t be a surprise, even if investors don’t understand it all. Those are known unknowns.</p>\n<p>Tesla should update investors about its driver assistance feature dubbed full self driving. What’s more, the company will describe the benefit of vertical integration. Tesla makes the hardware—its own computers with its own microchips—and its software. Tesla might even give a more definitive timeline for when Level 4 autonomous vehicles will be ready.</p>\n<p>Roth Capital analyst Craig Irwin doesn’t believe Level 4 technology is on the horizon though. He tells<i>Barron’s</i>the computing power and camera resolution just isn’t there yet. “Tesla will work hard to suggest tech leadership in AI for automotive,” says Irwin. “Reality will probably be much less exciting than their claims.”</p>\n<p>Irwin rates Tesla shares Hold. His price target is just $150 a share.</p>\n<p>The car industry essentially defines five levels of autonomous driving. Level 1 is nothing more than cruise control. Level 2 systems are available on cars today and combine features such as adaptive cruise and lane-keeping assistance, enabling the car to do a lot on its own. Drivers, however, still need to pay attention 100% of the time with Level 2 systems.</p>\n<p>Level 3 systems would allow drivers to stop paying attention part of the time. Level 4 would let them stop paying attention most of the time. And Level 5 means the car does everything always. “Level 5 autonomy isn’t an easy endeavor,” says Global X analyst Pedro Palandrani. There are so many unique cases for technology to tackle, like in bad weather or dirt roads. “But level 4 is enough to change the world.” he added. He is more optimistic than Irwin about the timing for Level 4 systems and hopes Tesla provides more timing detail at its event.</p>\n<p>Beyond a technology run down and level 4 timing, the company might have some surprises up its sleeve for investors. Palandrani has two ideas.</p>\n<p>For starters, Tesla might indicate it’s willing to sell its hardware and software to other car companies. That would give Tesla other unexpected, sources of income. Tesla already offers its full self driving as a monthly subscription to owners of its cars. That’s new for the car industry and opens up a source of recurring revenue for anyone with the requisite technology. Selling hardware and software to other car companies, however, would be new, and surprising, for investors.</p>\n<p>Tesla might also talk about its advancements in robotics. CEO Elon Musk has talked often in the past about the difficulty of making the machine that makes the machine. Some of Tesla’s AI efforts might also be targeted at building, and not just driving, vehicles. “We’re just making a crazy amount of machinery internally,” said Musk on the company’s second-quarter conference call. “This is….not well understood.”</p>\n<p>Those are two items that can surprise. Whether they, or other tidbits, will move the stock is something else entirely.</p>\n<p>Tesla stock dropped about 7% over Monday and Tuesday partly because NHTSA disclosed it was looking into accidents involving Tesla’s driver assistance features. Tesla will surely stress the safety benefits of driver assistance features on Thursday, whether it can shake off that bit of bad news though is harder to tell.</p>\n<p>“Thursday becomes a much more important event in light of this week’s [NHTSA] probe,” says Wedbush analyst Dan Ives. “This week has been another tough week for Tesla [stock] and the Street needs some good news heading into this AI event.”</p>\n<p>Ives rates Tesla shares Buy and has a $1,000 price target for the stock. Tesla’s autonomous driving leadership is part of his bullish take on shares.</p>\n<p>If history is any guide investors should expect volatility. Tesla stock dropped 10% the day following its battery technology eventi n September 2020. It took shares about seven trading days to recover, and Tesla stock gained about 86% from the battery event to year-end.</p>\n<p>Tesla stock is down about 6% year to date, trailing behind the 18% and 15% comparable, respective gains of the S&P 500 and Dow Jones Industrial Average.Tesla stock hasn’t moved much, in absolute terms, since March. Shares were in the high $600s back then. They closed down 3% at $665.71 on Tuesday, but rose 3.5% at $688.99 on Wednesday.</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>Tesla AI Day Is Thursday. Why It’s a Big Day for the Stock.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla AI Day Is Thursday. Why It’s a Big Day for the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 08:23 GMT+8 <a href=https://www.barrons.com/articles/tesla-stock-ai-day-51629244043?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Former defense secretary Donald Rumsfeld said there are known knowns—things people know—known unknowns—things people know they don’t know—and unknown unknowns—things people don’t realize they don’t ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-ai-day-51629244043?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-ai-day-51629244043?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181909905","content_text":"Former defense secretary Donald Rumsfeld said there are known knowns—things people know—known unknowns—things people know they don’t know—and unknown unknowns—things people don’t realize they don’t know. That pretty much sums up autonomous driving technology these days.\nIt isn’t clear how long it will take the auto industry to deliver truly self-driving cars. Thursday evening, however, investors will get an education about what’s state of the art when Tesla (ticker: TSLA) hosts its artificial intelligence day.\nThe event will likely be livestreamed on the company’s website beginning around 5 p.m. Eastern Standard Time. A link to the webcast isn’t available yet. The company didn’t respond to a request for comment about the agenda for the event.\nMuch of what will get talked about won’t be a surprise, even if investors don’t understand it all. Those are known unknowns.\nTesla should update investors about its driver assistance feature dubbed full self driving. What’s more, the company will describe the benefit of vertical integration. Tesla makes the hardware—its own computers with its own microchips—and its software. Tesla might even give a more definitive timeline for when Level 4 autonomous vehicles will be ready.\nRoth Capital analyst Craig Irwin doesn’t believe Level 4 technology is on the horizon though. He tellsBarron’sthe computing power and camera resolution just isn’t there yet. “Tesla will work hard to suggest tech leadership in AI for automotive,” says Irwin. “Reality will probably be much less exciting than their claims.”\nIrwin rates Tesla shares Hold. His price target is just $150 a share.\nThe car industry essentially defines five levels of autonomous driving. Level 1 is nothing more than cruise control. Level 2 systems are available on cars today and combine features such as adaptive cruise and lane-keeping assistance, enabling the car to do a lot on its own. Drivers, however, still need to pay attention 100% of the time with Level 2 systems.\nLevel 3 systems would allow drivers to stop paying attention part of the time. Level 4 would let them stop paying attention most of the time. And Level 5 means the car does everything always. “Level 5 autonomy isn’t an easy endeavor,” says Global X analyst Pedro Palandrani. There are so many unique cases for technology to tackle, like in bad weather or dirt roads. “But level 4 is enough to change the world.” he added. He is more optimistic than Irwin about the timing for Level 4 systems and hopes Tesla provides more timing detail at its event.\nBeyond a technology run down and level 4 timing, the company might have some surprises up its sleeve for investors. Palandrani has two ideas.\nFor starters, Tesla might indicate it’s willing to sell its hardware and software to other car companies. That would give Tesla other unexpected, sources of income. Tesla already offers its full self driving as a monthly subscription to owners of its cars. That’s new for the car industry and opens up a source of recurring revenue for anyone with the requisite technology. Selling hardware and software to other car companies, however, would be new, and surprising, for investors.\nTesla might also talk about its advancements in robotics. CEO Elon Musk has talked often in the past about the difficulty of making the machine that makes the machine. Some of Tesla’s AI efforts might also be targeted at building, and not just driving, vehicles. “We’re just making a crazy amount of machinery internally,” said Musk on the company’s second-quarter conference call. “This is….not well understood.”\nThose are two items that can surprise. Whether they, or other tidbits, will move the stock is something else entirely.\nTesla stock dropped about 7% over Monday and Tuesday partly because NHTSA disclosed it was looking into accidents involving Tesla’s driver assistance features. Tesla will surely stress the safety benefits of driver assistance features on Thursday, whether it can shake off that bit of bad news though is harder to tell.\n“Thursday becomes a much more important event in light of this week’s [NHTSA] probe,” says Wedbush analyst Dan Ives. “This week has been another tough week for Tesla [stock] and the Street needs some good news heading into this AI event.”\nIves rates Tesla shares Buy and has a $1,000 price target for the stock. Tesla’s autonomous driving leadership is part of his bullish take on shares.\nIf history is any guide investors should expect volatility. Tesla stock dropped 10% the day following its battery technology eventi n September 2020. It took shares about seven trading days to recover, and Tesla stock gained about 86% from the battery event to year-end.\nTesla stock is down about 6% year to date, trailing behind the 18% and 15% comparable, respective gains of the S&P 500 and Dow Jones Industrial Average.Tesla stock hasn’t moved much, in absolute terms, since March. Shares were in the high $600s back then. They closed down 3% at $665.71 on Tuesday, but rose 3.5% at $688.99 on Wednesday.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813559759,"gmtCreate":1630217766571,"gmtModify":1704957180745,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813559759","repostId":"1129129956","repostType":4,"repost":{"id":"1129129956","kind":"news","pubTimestamp":1630201285,"share":"https://www.laohu8.com/m/news/1129129956?lang=&edition=full","pubTime":"2021-08-29 09:41","market":"us","language":"en","title":"This Unloved Tech Stock Could Make You Rich One Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1129129956","media":"Motley Fool","summary":"The iBuying business is a race to grow larger, and Opendoor is winning.The company is growing at a rate that is two years ahead of what management projected just a year earlier.The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.Real estate iBuying company Opendoor Technologieshas been executing at a high level in the three quarters since coming public via a special purpose acquisition company merger. In a race to disrupt residential ","content":"<p>Key Points</p>\n<ul>\n <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>\n <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>\n <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li>\n</ul>\n<p></p>\n<p>Real estate iBuying company <b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p>\n<p>Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p>\n<h3>1. Opendoor is winning the iBuying battle</h3>\n<p>The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p>\n<p>Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p>\n<p>After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including <b>Zillow Group</b> and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p>\n<p>According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p>\n<h3>2. Revenue growth is ahead of schedule</h3>\n<p>When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p>\n<p>Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p>\n<p>In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p>\n<h3>3. SPACs are out of favor with the market... opportunity?</h3>\n<p>Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p>\n<p>Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p>\n<p>But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p>\n<p>Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p>\n<h3>Here's the bottom line</h3>\n<p>Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.</p>\n<p></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>This Unloved Tech Stock Could Make You Rich One Day</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\">\nThis Unloved Tech Stock Could Make You Rich One Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-29 09:41 GMT+8 <a href=https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OPEN":"Opendoor Technologies Inc"},"source_url":"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129129956","content_text":"Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.\n\n\nReal estate iBuying company Opendoor Technologies(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.\nDespite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.\n1. Opendoor is winning the iBuying battle\nThe traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.\nOpendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.\nAfter seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including Zillow Group and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.\nAccording to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.\n2. Revenue growth is ahead of schedule\nWhen companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.\nFast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"\nIn other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.\n3. SPACs are out of favor with the market... opportunity?\nInvestors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.\nInvestors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.\nBut if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.\nCompetitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.\nHere's the bottom line\nReal estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"Amazon\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.","news_type":1,"symbols_score_info":{"OPEN":0.9}},"isVote":1,"tweetType":1,"viewCount":1835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":630657150,"gmtCreate":1642839189212,"gmtModify":1642839189408,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630657150","repostId":"1116834406","repostType":4,"isVote":1,"tweetType":1,"viewCount":2369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630006211,"gmtCreate":1642610334397,"gmtModify":1642610334637,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"ook","listText":"ook","text":"ook","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630006211","repostId":"2204307707","repostType":4,"isVote":1,"tweetType":1,"viewCount":1878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400925579497808,"gmtCreate":1738889764692,"gmtModify":1738890072549,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[{"img":"https://static.tigerbbs.com/092ec54d055797dc5e762eb712806943","width":"588","height":"1112"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400925579497808","isVote":1,"tweetType":1,"viewCount":1283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":400925402837416,"gmtCreate":1738889714051,"gmtModify":1738889718721,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[{"img":"https://static.tigerbbs.com/8042a45b5cbf3aa08e8b39f0dce8c6fa","width":"588","height":"1112"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400925402837416","isVote":1,"tweetType":1,"viewCount":1312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":615987082,"gmtCreate":1652747511246,"gmtModify":1652747514497,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3458084208518407\">@Wait_Flowers</a>:ok//<a href=\"https://laohu8.com/U/3458084208518407\">@Wait_Flowers</a>:这篇文章不错,转发给大家看","listText":"回复 <a href=\"https://laohu8.com/U/3458084208518407\">@Wait_Flowers</a>:ok//<a href=\"https://laohu8.com/U/3458084208518407\">@Wait_Flowers</a>:这篇文章不错,转发给大家看","text":"回复 @Wait_Flowers:ok//@Wait_Flowers:这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615987082","repostId":"612911091","repostType":1,"repost":{"id":612911091,"gmtCreate":1652118424672,"gmtModify":1652132156965,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"美股能在周三反弹吗?","htmlText":"周一盘前打开行情大吃一惊,千亿以上市值的公司,竟然没有一家是上涨的,属实罕见,也证明了上周五的猜想:权重股接棒成长股变为大盘下跌主力。截止到5月6日,2022年纳斯达克下跌23%,标普下跌14%。按照熊市标准,纳斯达克熊了,标普没熊。然而万亿新贵当中,只有苹果目前维持13%的跌幅,其余成员全部跌破20%熊市大关。 如果有一天苹果年跌幅也跌破20%,即跌破$146,会怎么样呢?其实快一点,估计这两天就可以看到苹果跌破20%,$146距离$151仅仅只有3.5%左右。如果说A股保卫的是3000点,那美股保卫的应该就是苹果$146了。 不过这场保卫战是多空双方真刀真枪的对砍,还是互相敷衍一下就给空方让路了,取决于宏观是否真正有所改善。如果通胀依旧高企没有下降趋势,原油价格依旧走强,供应链依旧迟迟没有改善,我认为$146也只是下一个阶段的开始而已。 不过根据前瞻预测,周三美国将发布4月CPI数据,市场普遍预测4月的CPI同比增速放缓,显现出见顶的迹象,环比增速将从1.2%降至0.2%,同比增速将从8.5%降至8.1%,核心CPI将回落至6.1%。 所以周一周二大跌反而是件好事,根据以往被华尔街折磨的经验,说明这个预测数据大概率没啥问题,通胀确实有所缓解,数据公布后可以期待小反弹。 投资——抛售的恶性循环 不过今天值得注意的信息还是<a target=\"_blank\" href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> 的被大股东减持。有消息称随着IPO解禁期结束,福特计划出售其持有的800万股股票,目前福**持有约1.02亿股。 减持的主要原因还是因为RIVN大跌,让福特公司第一季度亏损了54亿美元。今年一季度RIVN公司股价跌了51%。 那么同样是持股大跌的亚马逊会不会也跟进这一波抛","listText":"周一盘前打开行情大吃一惊,千亿以上市值的公司,竟然没有一家是上涨的,属实罕见,也证明了上周五的猜想:权重股接棒成长股变为大盘下跌主力。截止到5月6日,2022年纳斯达克下跌23%,标普下跌14%。按照熊市标准,纳斯达克熊了,标普没熊。然而万亿新贵当中,只有苹果目前维持13%的跌幅,其余成员全部跌破20%熊市大关。 如果有一天苹果年跌幅也跌破20%,即跌破$146,会怎么样呢?其实快一点,估计这两天就可以看到苹果跌破20%,$146距离$151仅仅只有3.5%左右。如果说A股保卫的是3000点,那美股保卫的应该就是苹果$146了。 不过这场保卫战是多空双方真刀真枪的对砍,还是互相敷衍一下就给空方让路了,取决于宏观是否真正有所改善。如果通胀依旧高企没有下降趋势,原油价格依旧走强,供应链依旧迟迟没有改善,我认为$146也只是下一个阶段的开始而已。 不过根据前瞻预测,周三美国将发布4月CPI数据,市场普遍预测4月的CPI同比增速放缓,显现出见顶的迹象,环比增速将从1.2%降至0.2%,同比增速将从8.5%降至8.1%,核心CPI将回落至6.1%。 所以周一周二大跌反而是件好事,根据以往被华尔街折磨的经验,说明这个预测数据大概率没啥问题,通胀确实有所缓解,数据公布后可以期待小反弹。 投资——抛售的恶性循环 不过今天值得注意的信息还是<a target=\"_blank\" href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> 的被大股东减持。有消息称随着IPO解禁期结束,福特计划出售其持有的800万股股票,目前福**持有约1.02亿股。 减持的主要原因还是因为RIVN大跌,让福特公司第一季度亏损了54亿美元。今年一季度RIVN公司股价跌了51%。 那么同样是持股大跌的亚马逊会不会也跟进这一波抛","text":"周一盘前打开行情大吃一惊,千亿以上市值的公司,竟然没有一家是上涨的,属实罕见,也证明了上周五的猜想:权重股接棒成长股变为大盘下跌主力。截止到5月6日,2022年纳斯达克下跌23%,标普下跌14%。按照熊市标准,纳斯达克熊了,标普没熊。然而万亿新贵当中,只有苹果目前维持13%的跌幅,其余成员全部跌破20%熊市大关。 如果有一天苹果年跌幅也跌破20%,即跌破$146,会怎么样呢?其实快一点,估计这两天就可以看到苹果跌破20%,$146距离$151仅仅只有3.5%左右。如果说A股保卫的是3000点,那美股保卫的应该就是苹果$146了。 不过这场保卫战是多空双方真刀真枪的对砍,还是互相敷衍一下就给空方让路了,取决于宏观是否真正有所改善。如果通胀依旧高企没有下降趋势,原油价格依旧走强,供应链依旧迟迟没有改善,我认为$146也只是下一个阶段的开始而已。 不过根据前瞻预测,周三美国将发布4月CPI数据,市场普遍预测4月的CPI同比增速放缓,显现出见顶的迹象,环比增速将从1.2%降至0.2%,同比增速将从8.5%降至8.1%,核心CPI将回落至6.1%。 所以周一周二大跌反而是件好事,根据以往被华尔街折磨的经验,说明这个预测数据大概率没啥问题,通胀确实有所缓解,数据公布后可以期待小反弹。 投资——抛售的恶性循环 不过今天值得注意的信息还是$Rivian Automotive, Inc.(RIVN)$ 的被大股东减持。有消息称随着IPO解禁期结束,福特计划出售其持有的800万股股票,目前福**持有约1.02亿股。 减持的主要原因还是因为RIVN大跌,让福特公司第一季度亏损了54亿美元。今年一季度RIVN公司股价跌了51%。 那么同样是持股大跌的亚马逊会不会也跟进这一波抛","images":[{"img":"https://static.tigerbbs.com/98f69ec0dc0fa946a80fbd52af4a6376","width":"1170","height":"2364"},{"img":"https://static.tigerbbs.com/74ce4b921bce62bcd0f284adf4c95656","width":"1170","height":"1348"},{"img":"https://static.tigerbbs.com/5dd8e35efe00814d900c567cbd292556","width":"1170","height":"2409"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612911091","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618940067,"gmtCreate":1650846167059,"gmtModify":1650846167234,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3495359117819194\">@电脑</a>:ok//<a href=\"https://laohu8.com/U/3495359117819194\">@电脑</a>:阅","listText":"回复 <a href=\"https://laohu8.com/U/3495359117819194\">@电脑</a>:ok//<a href=\"https://laohu8.com/U/3495359117819194\">@电脑</a>:阅","text":"回复 @电脑:ok//@电脑:阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618940067","repostId":"618075764","repostType":1,"repost":{"id":618075764,"gmtCreate":1650770229744,"gmtModify":1650852656486,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532831849818465","authorIdStr":"3532831849818465"},"themes":[],"title":"市场对美联储加息有点反应过度了,建议开盘关注这些资产","htmlText":"今夜,又有重要喊话出来,大概提了将近十点,不过大家看一下标题基本上就明白重点,目前已经开的美股里面,中概概念在反弹。 这个周末大家重点还是留意一下国内的疫情数据,我认为,近期美元的资金回流在全球范围内非常的明显,只不过对于美联储的加息炒作,也经历了三个阶段: 第一阶段,加息阶段,即今年元旦后到俄乌危机爆发前; 第二阶段,大幅加息阶段,即俄乌危机爆发后,各种制裁导致通胀进一步高企的预期; 第三阶段,更快大幅阶段,即现在,美联储掉期利率预计年底前将会加息250个基点。 这是个什么概念呢?相当于未来剩余的6次利率会议,有4次需要加息50个基点,而有两次加息25个基点。 当然,最夸张的还是要数美联储最大的鹰派布拉德,看见没有?当很多美联储官员觉得中性利率是2.5%的时候,人家布大嘴认为,3.5%才是天花板。 因此,许导认为,市场现在的预期有点反应过度了,下个阶段很有可能会发生的事情,就是炒作美联储加息减码,届时预计A股也有望迎来反弹磨底行情。 本轮A股在经历了连续下跌之后,多家券商机构认为市场已经进入震荡筑底阶段。 过去一段时间的下跌主要是由于俄乌地缘政治冲突叠加中概股退市风波,不过3月16日的金融委会议给市场确立了政策底,另外近期部分公司披露了积极的1-2月份经营数据,公司回购规模也处于历史高位。市场开始回暖,但是反弹不是一蹴而就,预计会在低位反复震荡。 在市场弱势的背景下,确定性成了机构们关注的焦点。行业配置方面,机构普遍有四点共识: 第一,4月进入财报季,财报超预期的公司往往表现不俗。 从已经公布1-2月经营数据的公司分布来看,食品饮料为代表的的大消费板块业绩亮眼;另外PPI和CPI剪刀差缩窄,按照历史经验消费板块有望领涨。建议关注建议关注:高确定性的白酒和医疗,以及受益于通胀预期的食品、纺服等必须消费板块。 第二,有政策背书的稳增长方向,有望贯穿全年。 稳增长方向也非常值得","listText":"今夜,又有重要喊话出来,大概提了将近十点,不过大家看一下标题基本上就明白重点,目前已经开的美股里面,中概概念在反弹。 这个周末大家重点还是留意一下国内的疫情数据,我认为,近期美元的资金回流在全球范围内非常的明显,只不过对于美联储的加息炒作,也经历了三个阶段: 第一阶段,加息阶段,即今年元旦后到俄乌危机爆发前; 第二阶段,大幅加息阶段,即俄乌危机爆发后,各种制裁导致通胀进一步高企的预期; 第三阶段,更快大幅阶段,即现在,美联储掉期利率预计年底前将会加息250个基点。 这是个什么概念呢?相当于未来剩余的6次利率会议,有4次需要加息50个基点,而有两次加息25个基点。 当然,最夸张的还是要数美联储最大的鹰派布拉德,看见没有?当很多美联储官员觉得中性利率是2.5%的时候,人家布大嘴认为,3.5%才是天花板。 因此,许导认为,市场现在的预期有点反应过度了,下个阶段很有可能会发生的事情,就是炒作美联储加息减码,届时预计A股也有望迎来反弹磨底行情。 本轮A股在经历了连续下跌之后,多家券商机构认为市场已经进入震荡筑底阶段。 过去一段时间的下跌主要是由于俄乌地缘政治冲突叠加中概股退市风波,不过3月16日的金融委会议给市场确立了政策底,另外近期部分公司披露了积极的1-2月份经营数据,公司回购规模也处于历史高位。市场开始回暖,但是反弹不是一蹴而就,预计会在低位反复震荡。 在市场弱势的背景下,确定性成了机构们关注的焦点。行业配置方面,机构普遍有四点共识: 第一,4月进入财报季,财报超预期的公司往往表现不俗。 从已经公布1-2月经营数据的公司分布来看,食品饮料为代表的的大消费板块业绩亮眼;另外PPI和CPI剪刀差缩窄,按照历史经验消费板块有望领涨。建议关注建议关注:高确定性的白酒和医疗,以及受益于通胀预期的食品、纺服等必须消费板块。 第二,有政策背书的稳增长方向,有望贯穿全年。 稳增长方向也非常值得","text":"今夜,又有重要喊话出来,大概提了将近十点,不过大家看一下标题基本上就明白重点,目前已经开的美股里面,中概概念在反弹。 这个周末大家重点还是留意一下国内的疫情数据,我认为,近期美元的资金回流在全球范围内非常的明显,只不过对于美联储的加息炒作,也经历了三个阶段: 第一阶段,加息阶段,即今年元旦后到俄乌危机爆发前; 第二阶段,大幅加息阶段,即俄乌危机爆发后,各种制裁导致通胀进一步高企的预期; 第三阶段,更快大幅阶段,即现在,美联储掉期利率预计年底前将会加息250个基点。 这是个什么概念呢?相当于未来剩余的6次利率会议,有4次需要加息50个基点,而有两次加息25个基点。 当然,最夸张的还是要数美联储最大的鹰派布拉德,看见没有?当很多美联储官员觉得中性利率是2.5%的时候,人家布大嘴认为,3.5%才是天花板。 因此,许导认为,市场现在的预期有点反应过度了,下个阶段很有可能会发生的事情,就是炒作美联储加息减码,届时预计A股也有望迎来反弹磨底行情。 本轮A股在经历了连续下跌之后,多家券商机构认为市场已经进入震荡筑底阶段。 过去一段时间的下跌主要是由于俄乌地缘政治冲突叠加中概股退市风波,不过3月16日的金融委会议给市场确立了政策底,另外近期部分公司披露了积极的1-2月份经营数据,公司回购规模也处于历史高位。市场开始回暖,但是反弹不是一蹴而就,预计会在低位反复震荡。 在市场弱势的背景下,确定性成了机构们关注的焦点。行业配置方面,机构普遍有四点共识: 第一,4月进入财报季,财报超预期的公司往往表现不俗。 从已经公布1-2月经营数据的公司分布来看,食品饮料为代表的的大消费板块业绩亮眼;另外PPI和CPI剪刀差缩窄,按照历史经验消费板块有望领涨。建议关注建议关注:高确定性的白酒和医疗,以及受益于通胀预期的食品、纺服等必须消费板块。 第二,有政策背书的稳增长方向,有望贯穿全年。 稳增长方向也非常值得","images":[{"img":"https://static.tigerbbs.com/37696acb831fcf658fb2f8548707fffc","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618075764","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636068750,"gmtCreate":1645589216770,"gmtModify":1645589216909,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3558607610240905\">@万里长青</a>:ok//<a href=\"https://laohu8.com/U/3558607610240905\">@万里长青</a>:?","listText":"回复 <a href=\"https://laohu8.com/U/3558607610240905\">@万里长青</a>:ok//<a href=\"https://laohu8.com/U/3558607610240905\">@万里长青</a>:?","text":"回复 @万里长青:ok//@万里长青:?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636068750","repostId":"631246660","repostType":1,"repost":{"id":631246660,"gmtCreate":1644808517405,"gmtModify":1644882057749,"author":{"id":"3572034257249930","authorId":"3572034257249930","name":"SCLOW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572034257249930","authorIdStr":"3572034257249930"},"themes":[],"title":"Russo-Ukrainian crisis","htmlText":"Geopolitical worries have added another layer of volatility to an already-jumpy market as investors priced in the possibility of escalating conflict between Russia and Ukraine, though some doubted the issue would weigh on U.S. asset prices over the longer term. Reports of rising tensions between the two countries slammed stocks on Friday and lifted prices for Treasuries, the dollar and other safe-haven assets. Investors were already rattled by a hawkish turn from the Federal Reserve.The market is reacting because an actual invasion has not yet been priced in,\" said Michael Farr of Farr, Miller and Washington LLC. \"The severity of an invasion, if one occurs, will correlate to the severity of the market’s reaction.\" The United States and Europe stepped up their warnings of an imminent attack","listText":"Geopolitical worries have added another layer of volatility to an already-jumpy market as investors priced in the possibility of escalating conflict between Russia and Ukraine, though some doubted the issue would weigh on U.S. asset prices over the longer term. Reports of rising tensions between the two countries slammed stocks on Friday and lifted prices for Treasuries, the dollar and other safe-haven assets. Investors were already rattled by a hawkish turn from the Federal Reserve.The market is reacting because an actual invasion has not yet been priced in,\" said Michael Farr of Farr, Miller and Washington LLC. \"The severity of an invasion, if one occurs, will correlate to the severity of the market’s reaction.\" The United States and Europe stepped up their warnings of an imminent attack","text":"Geopolitical worries have added another layer of volatility to an already-jumpy market as investors priced in the possibility of escalating conflict between Russia and Ukraine, though some doubted the issue would weigh on U.S. asset prices over the longer term. Reports of rising tensions between the two countries slammed stocks on Friday and lifted prices for Treasuries, the dollar and other safe-haven assets. Investors were already rattled by a hawkish turn from the Federal Reserve.The market is reacting because an actual invasion has not yet been priced in,\" said Michael Farr of Farr, Miller and Washington LLC. \"The severity of an invasion, if one occurs, will correlate to the severity of the market’s reaction.\" The United States and Europe stepped up their warnings of an imminent attack","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631246660","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639736830,"gmtCreate":1643436167320,"gmtModify":1643436167458,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3517906822003417\">@绿茶西湖龙井</a>:ok//<a href=\"https://laohu8.com/U/3517906822003417\">@绿茶西湖龙井</a>:好","listText":"回复 <a href=\"https://laohu8.com/U/3517906822003417\">@绿茶西湖龙井</a>:ok//<a href=\"https://laohu8.com/U/3517906822003417\">@绿茶西湖龙井</a>:好","text":"回复 @绿茶西湖龙井:ok//@绿茶西湖龙井:好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639736830","repostId":"639682139","repostType":1,"repost":{"id":639682139,"gmtCreate":1643275897926,"gmtModify":1643295475096,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092209177497620","authorIdStr":"4092209177497620"},"themes":[],"title":"财报解剖 | 黑暗中的曙光,德州仪器业绩大超预期!","htmlText":"作者:昨辰摘要:TI超预期业绩指引或将对半导体板块形成强有力的支撑1月25日盘后德州仪器(TI)发布超预期21Q4及全年财报和22Q1指引,股价收涨2.51%。在半导体板块整体受宏观因素跟随大盘回调的当下,这给了市场一定的信心。后续半导体巨头们和大型科技股的财报如果也能稳住,那企稳的拐点或将出现。截止22年1月26日收盘,德州仪器(TI)21年全年涨幅为17.53%,22年至今涨幅为-5.38%,跑赢同期标普500指数(SPY:-8.75%)、纳指100ETF(QQQ:-13.39%)及费城半导体指数(SOXX:-13.84%)的涨幅。TXN、QQQ、SOXX及SPY股价拟合图来源:Tradingview从季度财报情况来看,受益于公司强大的产品组合实力和不断扩大的制造能力,模拟芯片龙头德州仪器21Q4营收和EPS均超预期。21Q4德州仪器营收同比增18.5%至48.32亿美元,好于预期的44.3亿美元;净利润同比增26.7%至21.38亿美元;摊薄后EPS同比增26.1%,同样超预期(2.27 vs 1.95)。从全年来看,21年营收同比增26.9%至183.44亿美元;净利润同比增38.9%至77.69亿美元;摊薄后EPS同比增38.4%至8.26美元。总体来看,21年全年业绩表现在半导体超级周期之下算是中规中矩,不能说特别出彩,但是相当的稳健。那为什么TI能这么稳呢?主要是因为德州仪器拥有广泛的产品线和卓越的制造能力:TI旗下有八万多种产品,在全球15个生产基地拥有11 个世界级的高产量晶圆厂、7 个封装/测试厂以及多家凸点加工和晶圆测试厂,每年生产数百亿颗芯片,售价从两分美金(差不多0.1元人民币)到三百美金不等,这也让德州仪器有能力服务于包括工业应用、汽车电子、个人电子产品、通信设备和企业系统在内的多个市场。进一步细看。德州仪器最核心的模拟业务21Q4斩获37.58","listText":"作者:昨辰摘要:TI超预期业绩指引或将对半导体板块形成强有力的支撑1月25日盘后德州仪器(TI)发布超预期21Q4及全年财报和22Q1指引,股价收涨2.51%。在半导体板块整体受宏观因素跟随大盘回调的当下,这给了市场一定的信心。后续半导体巨头们和大型科技股的财报如果也能稳住,那企稳的拐点或将出现。截止22年1月26日收盘,德州仪器(TI)21年全年涨幅为17.53%,22年至今涨幅为-5.38%,跑赢同期标普500指数(SPY:-8.75%)、纳指100ETF(QQQ:-13.39%)及费城半导体指数(SOXX:-13.84%)的涨幅。TXN、QQQ、SOXX及SPY股价拟合图来源:Tradingview从季度财报情况来看,受益于公司强大的产品组合实力和不断扩大的制造能力,模拟芯片龙头德州仪器21Q4营收和EPS均超预期。21Q4德州仪器营收同比增18.5%至48.32亿美元,好于预期的44.3亿美元;净利润同比增26.7%至21.38亿美元;摊薄后EPS同比增26.1%,同样超预期(2.27 vs 1.95)。从全年来看,21年营收同比增26.9%至183.44亿美元;净利润同比增38.9%至77.69亿美元;摊薄后EPS同比增38.4%至8.26美元。总体来看,21年全年业绩表现在半导体超级周期之下算是中规中矩,不能说特别出彩,但是相当的稳健。那为什么TI能这么稳呢?主要是因为德州仪器拥有广泛的产品线和卓越的制造能力:TI旗下有八万多种产品,在全球15个生产基地拥有11 个世界级的高产量晶圆厂、7 个封装/测试厂以及多家凸点加工和晶圆测试厂,每年生产数百亿颗芯片,售价从两分美金(差不多0.1元人民币)到三百美金不等,这也让德州仪器有能力服务于包括工业应用、汽车电子、个人电子产品、通信设备和企业系统在内的多个市场。进一步细看。德州仪器最核心的模拟业务21Q4斩获37.58","text":"作者:昨辰摘要:TI超预期业绩指引或将对半导体板块形成强有力的支撑1月25日盘后德州仪器(TI)发布超预期21Q4及全年财报和22Q1指引,股价收涨2.51%。在半导体板块整体受宏观因素跟随大盘回调的当下,这给了市场一定的信心。后续半导体巨头们和大型科技股的财报如果也能稳住,那企稳的拐点或将出现。截止22年1月26日收盘,德州仪器(TI)21年全年涨幅为17.53%,22年至今涨幅为-5.38%,跑赢同期标普500指数(SPY:-8.75%)、纳指100ETF(QQQ:-13.39%)及费城半导体指数(SOXX:-13.84%)的涨幅。TXN、QQQ、SOXX及SPY股价拟合图来源:Tradingview从季度财报情况来看,受益于公司强大的产品组合实力和不断扩大的制造能力,模拟芯片龙头德州仪器21Q4营收和EPS均超预期。21Q4德州仪器营收同比增18.5%至48.32亿美元,好于预期的44.3亿美元;净利润同比增26.7%至21.38亿美元;摊薄后EPS同比增26.1%,同样超预期(2.27 vs 1.95)。从全年来看,21年营收同比增26.9%至183.44亿美元;净利润同比增38.9%至77.69亿美元;摊薄后EPS同比增38.4%至8.26美元。总体来看,21年全年业绩表现在半导体超级周期之下算是中规中矩,不能说特别出彩,但是相当的稳健。那为什么TI能这么稳呢?主要是因为德州仪器拥有广泛的产品线和卓越的制造能力:TI旗下有八万多种产品,在全球15个生产基地拥有11 个世界级的高产量晶圆厂、7 个封装/测试厂以及多家凸点加工和晶圆测试厂,每年生产数百亿颗芯片,售价从两分美金(差不多0.1元人民币)到三百美金不等,这也让德州仪器有能力服务于包括工业应用、汽车电子、个人电子产品、通信设备和企业系统在内的多个市场。进一步细看。德州仪器最核心的模拟业务21Q4斩获37.58","images":[{"img":"https://static.tigerbbs.com/1daaf1f26ae7c7241fa6e0d7a6c61c68","width":"632","height":"379"},{"img":"https://static.tigerbbs.com/11c2cff22a3fd8a5939571cce760b7b2","width":"632","height":"301"},{"img":"https://static.tigerbbs.com/69d6a1a25ed889048c568080d78fbff5","width":"632","height":"379"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639682139","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830621171,"gmtCreate":1629071655193,"gmtModify":1633687692377,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"OK 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