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WaiZheng

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- WaiZhengWaiZheng
  ·2021-06-17
  Great stuff
  非常抱歉，此主贴已删除
  1,480 评论
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- WaiZhengWaiZheng
  ·2021-03-23
  The game really stopped?
  GameStop Reports Earnings on Tuesday. Why There Might Be Good News.
  GameStop’s fiscal fourth-quarter earnings report is due after the market closes on Tuesday. Data fro
  GameStop Reports Earnings on Tuesday. Why There Might Be Good News.
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- WaiZhengWaiZheng
  ·2021-03-17
  Buy it before too late.
  非常抱歉，此主贴已删除
  473 1
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- WaiZhengWaiZheng
  ·2021-03-16
  Roku
  非常抱歉，此主贴已删除
  825 1
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- WaiZhengWaiZheng
  ·2021-03-15
  Woah
  非常抱歉，此主贴已删除
  1,499 评论
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- WaiZhengWaiZheng
  ·2021-02-27
  Should I clear position?
  Why stock investors are starting to really worry about rising bond yields
  KEY POINTS Since February 10th, 10-year Treasury yields have moved from 1.13% to as high as 1.61%,
  Why stock investors are starting to really worry about rising bond yields
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- WaiZhengWaiZheng
  ·2021-02-25
  Buy now before late
  非常抱歉，此主贴已删除
  501 评论
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- WaiZhengWaiZheng
  ·2021-02-16
  Great
  TSMC Could Soon Make Apple's AR Dreams a Reality
  The world's largest contract chipmaker might be making Apple's most advanced displays. Apple (NASDAQ
  TSMC Could Soon Make Apple's AR Dreams a Reality
  620 评论
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- WaiZhengWaiZheng
  ·2021-02-08
  Sad
  非常抱歉，此主贴已删除
  889 1
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- WaiZhengWaiZheng
  ·2021-02-05
  Nice
  非常抱歉，此主贴已删除
  816 评论
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Why There Might Be Good News.","url":"https://stock-news.laohu8.com/highlight/detail?id=1158244799","media":"Barrons","summary":"GameStop’s fiscal fourth-quarter earnings report is due after the market closes on Tuesday. Data fro","content":"<p>GameStop’s&nbsp;fiscal fourth-quarter earnings report is due after the market closes on Tuesday. Data from Placer.ai indicates foot traffic trends at the stores were mostly steady in January, but were rebounding in recent weeks.</p>\n<p>Placer.ai tracked visitor counts, observing that GameStop’s (ticker: GME) weekly visits were down around 18% year-over-year during the week of Dec. 28. That decline narrowed to 12% the next week, but visitor trends declined for the following four weeks.</p>\n<p>The retailer has seen improving trends following the week that started Feb. 15, when foot traffic was down 26% year-over-year. Weekly visits were only down 3.9% during the week that started March 8. The firm notes that’s the narrowest year-over-year gap for GameStop in months.</p>\n<p>“GameStop has returned to visit levels found in early January and appears to be on a strong recovery trajectory heading into the spring,” Ethan Chernofsky, vice president of marketing at Placer.ai,wrote in a post.</p>\n<p>While a reduction in Covid-19 restrictions in some states, in tandem with less severe weather could be the major factor driving improved visits, Chernofsky notes the brand could also be seeing a boost from renewed attention from the recent GameStop stock saga.</p>\n<p>Wall Street’s consensus estimate&nbsp;calls for same-store-sales growth of 4.7% year-over-year during the fiscal fourth quarter, which ended in January, according to FactSet. The company announced on Jan. 11 that same-store-sales were up 4.8% during the nine-week holiday period, which ended Jan. 2. Still, e-commerce sales were up 309%, meaning foot traffic may not give the full picture.</p>\n<p>The team at Placer.ai note that AMC Theatres&nbsp;also saw a rebound&nbsp;from a year-over-year decline of 79.2% during the week of Feb. 15 to a year-over-year decline of 47.9% during the week of March 8.</p>\n<p>AMC Entertainment Holdings&nbsp;stock (AMC) has rocketed 489% year-to-date, while GameStop stock is up 932%.</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>GameStop Reports Earnings on Tuesday. Why There Might Be Good News.</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\">\nGameStop Reports Earnings on Tuesday. Why There Might Be Good News.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-23 17:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/gamestop-reports-earnings-on-tuesday-foot-traffic-at-its-stores-is-improving-51616452564?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GameStop’s fiscal fourth-quarter earnings report is due after the market closes on Tuesday. Data from Placer.ai indicates foot traffic trends at the stores were mostly steady in January, but were ...</p>\n\n<a href=\"https://www.barrons.com/articles/gamestop-reports-earnings-on-tuesday-foot-traffic-at-its-stores-is-improving-51616452564?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.barrons.com/articles/gamestop-reports-earnings-on-tuesday-foot-traffic-at-its-stores-is-improving-51616452564?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158244799","content_text":"GameStop’s fiscal fourth-quarter earnings report is due after the market closes on Tuesday. Data from Placer.ai indicates foot traffic trends at the stores were mostly steady in January, but were rebounding in recent weeks.\nPlacer.ai tracked visitor counts, observing that GameStop’s (ticker: GME) weekly visits were down around 18% year-over-year during the week of Dec. 28. That decline narrowed to 12% the next week, but visitor trends declined for the following four weeks.\nThe retailer has seen improving trends following the week that started Feb. 15, when foot traffic was down 26% year-over-year. Weekly visits were only down 3.9% during the week that started March 8. The firm notes that’s the narrowest year-over-year gap for GameStop in months.\n“GameStop has returned to visit levels found in early January and appears to be on a strong recovery trajectory heading into the spring,” Ethan Chernofsky, vice president of marketing at Placer.ai,wrote in a post.\nWhile a reduction in Covid-19 restrictions in some states, in tandem with less severe weather could be the major factor driving improved visits, Chernofsky notes the brand could also be seeing a boost from renewed attention from the recent GameStop stock saga.\nWall Street’s consensus estimate calls for same-store-sales growth of 4.7% year-over-year during the fiscal fourth quarter, which ended in January, according to FactSet. The company announced on Jan. 11 that same-store-sales were up 4.8% during the nine-week holiday period, which ended Jan. 2. Still, e-commerce sales were up 309%, meaning foot traffic may not give the full picture.\nThe team at Placer.ai note that AMC Theatres also saw a rebound from a year-over-year decline of 79.2% during the week of Feb. 15 to a year-over-year decline of 47.9% during the week of March 8.\nAMC Entertainment Holdings stock (AMC) has rocketed 489% year-to-date, while GameStop stock is up 932%.","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324650584,"gmtCreate":1615990689648,"gmtModify":1703496068968,"author":{"id":"3574464879040443","authorId":"3574464879040443","name":"WaiZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574464879040443","authorIdStr":"3574464879040443"},"themes":[],"htmlText":"Buy it before too late.&nbsp;","listText":"Buy it before too late.&nbsp;","text":"Buy it before too late.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/324650584","repostId":"1179894269","repostType":4,"isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325373651,"gmtCreate":1615869564473,"gmtModify":1703494247240,"author":{"id":"3574464879040443","authorId":"3574464879040443","name":"WaiZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574464879040443","authorIdStr":"3574464879040443"},"themes":[],"htmlText":"Roku","listText":"Roku","text":"Roku","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/325373651","repostId":"2119794512","repostType":4,"isVote":1,"tweetType":1,"viewCount":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322228557,"gmtCreate":1615811878379,"gmtModify":1703493354825,"author":{"id":"3574464879040443","authorId":"3574464879040443","name":"WaiZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574464879040443","authorIdStr":"3574464879040443"},"themes":[],"htmlText":"Woah","listText":"Woah","text":"Woah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322228557","repostId":"2119912949","repostType":4,"isVote":1,"tweetType":1,"viewCount":1499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366003471,"gmtCreate":1614356098793,"gmtModify":1703476923160,"author":{"id":"3574464879040443","authorId":"3574464879040443","name":"WaiZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574464879040443","authorIdStr":"3574464879040443"},"themes":[],"htmlText":"Should I clear position?&nbsp;","listText":"Should I clear position?&nbsp;","text":"Should I clear position?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/366003471","repostId":"1108379103","repostType":4,"repost":{"id":"1108379103","kind":"news","pubTimestamp":1614306313,"share":"https://www.laohu8.com/m/news/1108379103?lang=&edition=full","pubTime":"2021-02-26 10:25","market":"us","language":"en","title":"Why stock investors are starting to really worry about rising bond yields","url":"https://stock-news.laohu8.com/highlight/detail?id=1108379103","media":"cnbc","summary":"KEY POINTS\n\nSince February 10th, 10-year Treasury yields have moved from 1.13% to as high as 1.61%, ","content":"<div>\n<p>KEY POINTS\n\nSince February 10th, 10-year Treasury yields have moved from 1.13% to as high as 1.61%, a rise of 48 basis points, the highest level in a year.\nBond investors are getting worried about the...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/25/why-stock-investors-are-starting-to-really-worry-about-rising-bond-yields.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why stock investors are starting to really worry about rising bond yields</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy stock investors are starting to really worry about rising bond yields\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-26 10:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/02/25/why-stock-investors-are-starting-to-really-worry-about-rising-bond-yields.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nSince February 10th, 10-year Treasury yields have moved from 1.13% to as high as 1.61%, a rise of 48 basis points, the highest level in a year.\nBond investors are getting worried about the...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/25/why-stock-investors-are-starting-to-really-worry-about-rising-bond-yields.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","NDX":"纳斯达克100指数",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","VIX":"标普500波动率指数"},"source_url":"https://www.cnbc.com/2021/02/25/why-stock-investors-are-starting-to-really-worry-about-rising-bond-yields.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1108379103","content_text":"KEY POINTS\n\nSince February 10th, 10-year Treasury yields have moved from 1.13% to as high as 1.61%, a rise of 48 basis points, the highest level in a year.\nBond investors are getting worried about the potential for inflation.\nSaid one investor on the impact to equities: “The days of simply piling into the market leaders regardless of valuation may be drawing to a close.”\n\nStock investors are trying desperately to interpret what a rise in bond yields means for the stock market.\nSince February 10th,10-year Treasury yields— which are not inflation adjusted — have moved from 1.13% to as high as 1.61%, a rise of 48 basis points,the highest level in a year. (One basis point equals 0.01%)\nFear of inflation is causing investors to speculate the Federal Reserve may have to shift policy sooner than expected, by either reducing bond purchases or even raising rates at some point. That would be a negative for stocks. The Dow was down 559 points on Thursday.\nPeter Tchir from Academy Securities says the recent rise in 10-year bond yields represents a perception about inflation, but not necessarily the reality:  “The rise in 10-year bond yields does not reflect an actual rise in inflation, it reflects that investors anticipate there will be a rise in inflation,” he told me.\nTchir notes that Federal Reserve Chairman Jerome Powell has been pushing back against the idea that over-the-top inflation is coming, noting in his testimony that broad signs of inflation have not been present in the real world, and that if they do occur any such rises would be “transitory.”\nWho’s right on inflation?\nBond investors are getting worried about the potential for inflation.  Powell says to stop worrying about it.  Who’s right?\nIt depends on who you ask, and what you are looking at.\nDo we see inflation in the real world?  We do in commodities: Oil is approaching the highest since 2018, for example, and copper is at an almost 10-year high.\nBut signs of consumer inflation, for example, have been muted, with inflation at or below 2% for many years.\nBulls like Tchir insist that, in this case, the rise in bond yields is not a negative for stocks: “This time the rise in yields is coming from economic growth, stimulus, and infrastructure.  All of that is good for stocks.  That’s why this rise doesn’t scare me too much.”\nHe says the rise in commodity prices can be easily absorbed, and believes that much of that rise is just a temporary condition reflecting the reopening, and that prices will revert back to “normal” levels over time.\nHans Mikkelsen, credit strategist at Bank of America, is not so sure.  He agrees with Tchir on economic growth, but thinks it will be much stronger than anticipated and that will push inflation up:  “Since the summer of 2020 economists have consistently underestimated economic growth to an extent never seen before. There appears a real risk the Fed is not going to be able to sound dovish much longer and that transition could see wider credit spreads.”\nStocks on edge\nThe key to the game, Tchir insists, is whether Powell can stick to his guns:  “If the Fed remains committed to keeping short-term yields low, that will give people comfort we will not get a ‘taper tantrum,’ where rates suddenly skyrocket.   Powell has told us he is comfortable with inflation and he is not going to react to short-term movements.  I believe he is going to stick to his guns.”\nThere’s another issue:  Because stock prices are so high there is no room for error.  Small shifts in yields could cause tech investors in particular to take profits, under the assumption that this is as good as it gets.\nVeteran stock commentator Michael Farr from Farr, Miller & Washington has already told clients that even this relatively modest rise in rates is a signal:  “The days of simply piling into the market leaders regardless of valuation may be drawing to a close.  Investors must now recognize that there are alternative opportunities out there, including both heretofore underperforming stocks as well as incrementally more attractive bonds.  A powerful economic rebound combined with rising interest rates and higher inflation, if that indeed transpires, will change the investment backdrop in a meaningful way.”","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"NDX":0.9,"VIX":0.9}},"isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361872282,"gmtCreate":1614224681846,"gmtModify":1634550616827,"author":{"id":"3574464879040443","authorId":"3574464879040443","name":"WaiZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574464879040443","authorIdStr":"3574464879040443"},"themes":[],"htmlText":"Buy now before late","listText":"Buy now before late","text":"Buy now before late","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361872282","repostId":"2114487398","repostType":4,"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382264871,"gmtCreate":1613454186793,"gmtModify":1634553613638,"author":{"id":"3574464879040443","authorId":"3574464879040443","name":"WaiZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574464879040443","authorIdStr":"3574464879040443"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382264871","repostId":"1146484369","repostType":4,"repost":{"id":"1146484369","kind":"news","pubTimestamp":1613452596,"share":"https://www.laohu8.com/m/news/1146484369?lang=&edition=full","pubTime":"2021-02-16 13:16","market":"us","language":"en","title":"TSMC Could Soon Make Apple's AR Dreams a Reality","url":"https://stock-news.laohu8.com/highlight/detail?id=1146484369","media":"Motley Fool","summary":"The world's largest contract chipmaker might be making Apple's most advanced displays.\nApple (NASDAQ","content":"<p>The world's largest contract chipmaker might be making Apple's most advanced displays.</p>\n<p><b>Apple</b>&nbsp;(NASDAQ:AAPL)&nbsp;is partnering with&nbsp;<b>Taiwan Semiconductor Manufacturing</b>&nbsp;(NYSE:TSM)&nbsp;to produce micro OLED displays for its long-rumored augmented reality devices at a secretive facility in&nbsp;Taiwan, according to Nikkei Asia Review.</p>\n<p>That Feb. 10 announcement is surprising since TSMC mainly manufactures semiconductors on silicon wafers instead of display panels on glass substrates. However, Apple's micro OLED displays will be built directly on chip wafers to make them smaller, thinner, and more power-efficient than regular OLED screens.</p>\n<p>These new screens are reportedly less than one inch wide and would be well-suited for AR devices like headsets and glasses, which need to be lightweight and last for a long time on a single charge.</p>\n<p>Nikkei's sources claim the screens are still being tested, and they will take \"several years\" to enter mass production -- which&nbsp;supports rumors&nbsp;that Apple will be launching AR devices over the next few years. The facility is also testing out larger micro-LED screens for upcoming Apple Watches, iPads, and MacBooks.</p>\n<p><b>How will this deal help Apple?</b></p>\n<p>Apple's near-term goals are simple. It needs to keep selling more iPhones, which generated over half its revenue last year, to tether more users to its expanding ecosystem of services, which include the App Store, Apple Music, Apple TV+, Apple Arcade, Apple Pay, and other services.</p>\n<p>Meanwhile, it needs to keep refreshing its iPad, Mac, Watch, and AirPods segments. But looking further ahead, Apple will eventually need to launch a completely new line of hardware devices, and AR headsets and glasses will likely represent that next big leap.</p>\n<p>That's why Apple has boosted its presence in the AR market in recent years. It launched ARKit, a software development kit for AR apps on iOS, back in 2017. It added 3D-sensing cameras to its iPhones to encourage developers to create more AR apps and patented several designs for AR glasses.</p>\n<p>It also gobbled up smaller AR and VR companies, including Metaio, Flyby Media, SensoMotoric Instruments, and Akonia Holographics, and assembled a team of industry experts to develop new products. However, Apple already reportedly scrapped several of its ambitious AR/VR projects, and it's still unclear how the tech giant plans to proceed in the slippery, nascent market.</p>\n<p>The latest rumors suggest Apple could launch an AR headset in 2022 and a pair of lightweight AR glasses in 2023. Those launch dates suggest Apple could wait for early movers like&nbsp;<b>Microsoft</b>&nbsp;and Magic Leap to expose the market's flaws before launching disruptive user-friendly products, as it previously did with MP3 players, smartphones, tablet computers, and smartwatches.</p>\n<p>If Apple's AR glasses gain mainstream momentum, it would diversify the company's hardware business away from the iPhone while locking more users into its walled garden. It could also pave the way for the eventual launch of the long-rumored \"Apple Car\" tethered to its AR services.</p>\n<p><b>How will this deal help TSMC?</b></p>\n<p>TSMC, the world's largest contract chipmaker, has produced Apple's first-party chips for years. Apple accounted for&nbsp;just over a fifth of TSMC's revenue in 2020, with most of its orders boosting the 5nm and 7nm nodes, which accounted for 41% of its top line.</p>\n<p>TSMC's top rival,<b>Samsung</b>, also&nbsp;manufactures chips for Apple. However, Samsung also produces LCD and&nbsp;OLED displays for Apple's devices. Therefore, Apple's decision to partner with TSMC to produce micro OLED screens marks a deliberate shift away from Samsung, which could also have produced micro-LED and OLED displays with its in-house chip foundry.</p>\n<p>It makes more sense for Apple to partner with TSMC, for two reasons: Samsung is still its biggest competitor in the smartphone market, and splitting its orders between two or more suppliers gives it more clout in price negotiations.</p>\n<p>Apple clearly benefits from this partnership, but it could also help TSMC reduce its dependence on the maturing smartphone market, which accounted for 48% of its revenue in 2020. As the AR market expands, other companies could also follow Apple's lead and tap TSMC to manufacture similar advanced screens for their devices -- which would open up new sources of revenue growth&nbsp;beyond semiconductors.</p>\n<p><b>The bottom line</b></p>\n<p>This deal won't move the needle for Apple or TSMC anytime soon. But it could still be a win-win deal over the long term -- Apple would reduce its dependence on Samsung and advance its AR plans, while TSMC would tighten its relationship with Apple and diversify its business away from smartphone chips.</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>TSMC Could Soon Make Apple's AR Dreams a Reality</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\">\nTSMC Could Soon Make Apple's AR Dreams a Reality\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-16 13:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/15/tsmc-could-soon-make-apple-ar-dreams-a-reality/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The world's largest contract chipmaker might be making Apple's most advanced displays.\nApple (NASDAQ:AAPL) is partnering with Taiwan Semiconductor Manufacturing (NYSE:TSM) to produce micro OLED ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/02/15/tsmc-could-soon-make-apple-ar-dreams-a-reality/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/02/15/tsmc-could-soon-make-apple-ar-dreams-a-reality/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146484369","content_text":"The world's largest contract chipmaker might be making Apple's most advanced displays.\nApple (NASDAQ:AAPL) is partnering with Taiwan Semiconductor Manufacturing (NYSE:TSM) to produce micro OLED displays for its long-rumored augmented reality devices at a secretive facility in Taiwan, according to Nikkei Asia Review.\nThat Feb. 10 announcement is surprising since TSMC mainly manufactures semiconductors on silicon wafers instead of display panels on glass substrates. However, Apple's micro OLED displays will be built directly on chip wafers to make them smaller, thinner, and more power-efficient than regular OLED screens.\nThese new screens are reportedly less than one inch wide and would be well-suited for AR devices like headsets and glasses, which need to be lightweight and last for a long time on a single charge.\nNikkei's sources claim the screens are still being tested, and they will take \"several years\" to enter mass production -- which supports rumors that Apple will be launching AR devices over the next few years. The facility is also testing out larger micro-LED screens for upcoming Apple Watches, iPads, and MacBooks.\nHow will this deal help Apple?\nApple's near-term goals are simple. It needs to keep selling more iPhones, which generated over half its revenue last year, to tether more users to its expanding ecosystem of services, which include the App Store, Apple Music, Apple TV+, Apple Arcade, Apple Pay, and other services.\nMeanwhile, it needs to keep refreshing its iPad, Mac, Watch, and AirPods segments. But looking further ahead, Apple will eventually need to launch a completely new line of hardware devices, and AR headsets and glasses will likely represent that next big leap.\nThat's why Apple has boosted its presence in the AR market in recent years. It launched ARKit, a software development kit for AR apps on iOS, back in 2017. It added 3D-sensing cameras to its iPhones to encourage developers to create more AR apps and patented several designs for AR glasses.\nIt also gobbled up smaller AR and VR companies, including Metaio, Flyby Media, SensoMotoric Instruments, and Akonia Holographics, and assembled a team of industry experts to develop new products. However, Apple already reportedly scrapped several of its ambitious AR/VR projects, and it's still unclear how the tech giant plans to proceed in the slippery, nascent market.\nThe latest rumors suggest Apple could launch an AR headset in 2022 and a pair of lightweight AR glasses in 2023. Those launch dates suggest Apple could wait for early movers like Microsoft and Magic Leap to expose the market's flaws before launching disruptive user-friendly products, as it previously did with MP3 players, smartphones, tablet computers, and smartwatches.\nIf Apple's AR glasses gain mainstream momentum, it would diversify the company's hardware business away from the iPhone while locking more users into its walled garden. It could also pave the way for the eventual launch of the long-rumored \"Apple Car\" tethered to its AR services.\nHow will this deal help TSMC?\nTSMC, the world's largest contract chipmaker, has produced Apple's first-party chips for years. Apple accounted for just over a fifth of TSMC's revenue in 2020, with most of its orders boosting the 5nm and 7nm nodes, which accounted for 41% of its top line.\nTSMC's top rival,Samsung, also manufactures chips for Apple. However, Samsung also produces LCD and OLED displays for Apple's devices. Therefore, Apple's decision to partner with TSMC to produce micro OLED screens marks a deliberate shift away from Samsung, which could also have produced micro-LED and OLED displays with its in-house chip foundry.\nIt makes more sense for Apple to partner with TSMC, for two reasons: Samsung is still its biggest competitor in the smartphone market, and splitting its orders between two or more suppliers gives it more clout in price negotiations.\nApple clearly benefits from this partnership, but it could also help TSMC reduce its dependence on the maturing smartphone market, which accounted for 48% of its revenue in 2020. As the AR market expands, other companies could also follow Apple's lead and tap TSMC to manufacture similar advanced screens for their devices -- which would open up new sources of revenue growth beyond semiconductors.\nThe bottom line\nThis deal won't move the needle for Apple or TSMC anytime soon. But it could still be a win-win deal over the long term -- Apple would reduce its dependence on Samsung and advance its AR plans, while TSMC would tighten its relationship with Apple and diversify its business away from smartphone chips.","news_type":1,"symbols_score_info":{"AAPL":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389116111,"gmtCreate":1612717551533,"gmtModify":1703764436420,"author":{"id":"3574464879040443","authorId":"3574464879040443","name":"WaiZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574464879040443","authorIdStr":"3574464879040443"},"themes":[],"htmlText":"Sad","listText":"Sad","text":"Sad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/389116111","repostId":"2109722637","repostType":4,"isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317499212,"gmtCreate":1612462510936,"gmtModify":1703762335847,"author":{"id":"3574464879040443","authorId":"3574464879040443","name":"WaiZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574464879040443","authorIdStr":"3574464879040443"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317499212","repostId":"1180680925","repostType":4,"isVote":1,"tweetType":1,"viewCount":816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}