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阿里巴巴与四十大盗

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- OpenSesame88OpenSesame88
  ·2021-12-26
  Love apple
  2 Top Tech Stocks to Buy During a Recession
  Market crashes are inevitable, but they're the perfect time to buy great businesses at a discount.
  2 Top Tech Stocks to Buy During a Recession
  1,427 2
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- OpenSesame88OpenSesame88
  ·2021-12-18
  Disney yes
  非常抱歉，此主贴已删除
  1,951 1
  7
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- OpenSesame88OpenSesame88
  ·2021-12-07
  Thanks
  非常抱歉，此主贴已删除
  1,445 评论
  2
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- OpenSesame88OpenSesame88
  ·2021-11-25
  Market closed today sad
  7 stocks with the most Thanksgiving exposure, according to Bank of America
  Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs. A recent B
  7 stocks with the most Thanksgiving exposure, according to Bank of America
  1,790 1
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- OpenSesame88OpenSesame88
  ·2021-11-24
  Up up up
  盘前：聚焦美联储纪要！通胀数据今夜来袭
  11月24日，美股三大股指期货震荡下跌，截至发稿，道指期货跌0.33%；标普500指数期货跌0.26%；纳斯达克100指数期货跌0.33% 展望日内，投资者显然将密切聚焦于北京时间周四凌晨3点将出炉
  盘前：聚焦美联储纪要！通胀数据今夜来袭
  2,867 评论
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- OpenSesame88OpenSesame88
  ·2021-11-21
  Good info
  3 Top Chip Stocks Ready for Bull Runs
  ASML, UMC, and Micron could all still have a lot of upside potential.
  3 Top Chip Stocks Ready for Bull Runs
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- OpenSesame88OpenSesame88
  ·2021-11-12
  $SMIC(00981)$不行
  1,769 评论
  2
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- OpenSesame88OpenSesame88
  ·2021-11-11
  $Alibaba(09988)$11.11 big sales how?
  1,631 评论
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- OpenSesame88OpenSesame88
  ·2021-11-10
  $PA GOODDOCTOR(01833)$痛
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- OpenSesame88OpenSesame88
  ·2021-11-09
  $TENCENT(00700)$还可以加仓吗
  1,297 评论
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apple","listText":"Love apple","text":"Love apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698421853","repostId":"2193781141","repostType":4,"repost":{"id":"2193781141","kind":"highlight","pubTimestamp":1640485676,"share":"https://ttm.financial/m/news/2193781141?lang=&edition=full","pubTime":"2021-12-26 10:27","market":"us","language":"en","title":"2 Top Tech Stocks to Buy During a Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=2193781141","media":"Motley Fool","summary":"Market crashes are inevitable, but they're the perfect time to buy great businesses at a discount.","content":"<p>We're days away from the end of 2021, and the <b>S&amp;P 500</b> has put on a master class in outperforming expectations. Even with its pullback in recent days, the broad market index has gained nearly 30% this year, more than double its long-term historical average.</p>\n<p>Yet that just means we're another day closer to the inevitable market correction. Just as night follows day, a stock market crash is inevitable because market declines are a natural part of the normal business and investment cycle. No <a href=\"https://laohu8.com/S/AONE.U\">one</a> can forecast exactly when it will strike, but smart investors realize it's best to prepare for the eventuality.</p>\n<p>For as long as people have been investing, stretching even as far back to the Dutch tulip mania in the 1600s, busts have followed booms. And what a boom we've enjoyed! Since the bottom of the Great Recession, the S&amp;P 500 has quadrupled in value.</p>\n<p>2020's pandemic-driven 34% drop in the stock indexes within the span of just a few weeks was the worst on record. But savvy investors don't have to worry. These events are not a problem when you're invested in the right companies. Being prepared for the worst and hoping for the best means when the next stock market crash or correction occurs, you'll want to have your money invested in stocks that will help lead the way forward. Here are two tech stocks you'll want to buy.</p>\n<h2>1. Apple</h2>\n<p>The burden that inflation is imposing on consumers also poses a threat to some of the biggest, best-run businesses, like <b>Apple</b> (NASDAQ:AAPL), which is currently benefiting from the smartphone upgrade cycle and the rollout of 5G network infrastructure. Any attempt by the Federal Reserve to raise interest rates to contain runaway inflation could cause an economic slowdown by making money more expensive to borrow. Stock valuations would also turn lower.</p>\n<p>That's not necessarily bad news for investors who might find Apple's $2.8 trillion valuation a bit rich to buy into at the moment. The stock trades at 30 times trailing earnings, or about double its typical multiple. A correction would bring Apple back into the realm of the attainable, even as its business continues jogging forward.</p>\n<p>Sales of the iPhone 13 are outpacing those of the iPhone 12 at the same time, but Apple reportedly warned suppliers that demand is waning as the calendar year progresses. It's not necessarily for a lack of consumer desire, but rather the global supply chain constraints that have made it difficult to find the product. Apple previously cut its iPhone production target by 10 million units from its original goal of 90 million.</p>\n<p>Analysts think many consumers may choose to forgo the iPhone 13 and wait for the next upgrade. Coupled with a market crash, that could put Apple stock at a very attractive entry point with pent-up demand for the next iteration of the iPhone.</p>\n<h2>2. Amazon</h2>\n<p>Few companies are as essential to the working of the U.S. economy as <b>Amazon</b>&nbsp;(NASDAQ:AMZN). It will account for 41.4% of all online spending in the U.S. this year, according to eMarketer estimates. At the same time, Amazon Web Services (AWS), its cloud infrastructure business, is on track to generate over $60 billion in annual revenue in 2021 based on its year-to-date performance. The company is responsible for thousands of web-based businesses and the federal government's ability to remain online, making Amazon crucial to a well-functioning economy.</p>\n<p>That won't change if the stock market collapses. Its share of U.S. retail e-commerce sales will be more than 50% larger than the shares of the next nine e-commerce companies combined. Amazon's piece of the online market is nearly six times more than <b>Walmart</b>'s second-place share at just 7.2%, and 10 times greater than third-place <b><a href=\"https://laohu8.com/S/EBAY\">eBay</a></b>. E-commerce data tracker Edge by Ascential expects Amazon will see $26.7 billion just in online grocery sales five from now years, or nearly double its current amount.</p>\n<p>Amid rising prices and supply chain woes, Amazon has become a lifeline for many, and that will continue long after any financial restructuring. The stock gained 76% during the first year of the pandemic and took a breather during the reopening of the economy. Amazon shares have been relatively flat all year long. A correction would allow investors to buy a tech stock at a more reasonable valuation even as its crucial role only gets reinforced.</p>","source":"fool_stock","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>2 Top Tech Stocks to Buy During a Recession</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\">\n2 Top Tech Stocks to Buy During a Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-26 10:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/24/2-top-tech-stocks-to-buy-during-a-recession/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We're days away from the end of 2021, and the S&P 500 has put on a master class in outperforming expectations. Even with its pullback in recent days, the broad market index has gained nearly 30% ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/2-top-tech-stocks-to-buy-during-a-recession/\">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/2021/12/24/2-top-tech-stocks-to-buy-during-a-recession/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193781141","content_text":"We're days away from the end of 2021, and the S&P 500 has put on a master class in outperforming expectations. Even with its pullback in recent days, the broad market index has gained nearly 30% this year, more than double its long-term historical average.\nYet that just means we're another day closer to the inevitable market correction. Just as night follows day, a stock market crash is inevitable because market declines are a natural part of the normal business and investment cycle. No one can forecast exactly when it will strike, but smart investors realize it's best to prepare for the eventuality.\nFor as long as people have been investing, stretching even as far back to the Dutch tulip mania in the 1600s, busts have followed booms. And what a boom we've enjoyed! Since the bottom of the Great Recession, the S&P 500 has quadrupled in value.\n2020's pandemic-driven 34% drop in the stock indexes within the span of just a few weeks was the worst on record. But savvy investors don't have to worry. These events are not a problem when you're invested in the right companies. Being prepared for the worst and hoping for the best means when the next stock market crash or correction occurs, you'll want to have your money invested in stocks that will help lead the way forward. Here are two tech stocks you'll want to buy.\n1. Apple\nThe burden that inflation is imposing on consumers also poses a threat to some of the biggest, best-run businesses, like Apple (NASDAQ:AAPL), which is currently benefiting from the smartphone upgrade cycle and the rollout of 5G network infrastructure. Any attempt by the Federal Reserve to raise interest rates to contain runaway inflation could cause an economic slowdown by making money more expensive to borrow. Stock valuations would also turn lower.\nThat's not necessarily bad news for investors who might find Apple's $2.8 trillion valuation a bit rich to buy into at the moment. The stock trades at 30 times trailing earnings, or about double its typical multiple. A correction would bring Apple back into the realm of the attainable, even as its business continues jogging forward.\nSales of the iPhone 13 are outpacing those of the iPhone 12 at the same time, but Apple reportedly warned suppliers that demand is waning as the calendar year progresses. It's not necessarily for a lack of consumer desire, but rather the global supply chain constraints that have made it difficult to find the product. Apple previously cut its iPhone production target by 10 million units from its original goal of 90 million.\nAnalysts think many consumers may choose to forgo the iPhone 13 and wait for the next upgrade. Coupled with a market crash, that could put Apple stock at a very attractive entry point with pent-up demand for the next iteration of the iPhone.\n2. Amazon\nFew companies are as essential to the working of the U.S. economy as Amazon (NASDAQ:AMZN). It will account for 41.4% of all online spending in the U.S. this year, according to eMarketer estimates. At the same time, Amazon Web Services (AWS), its cloud infrastructure business, is on track to generate over $60 billion in annual revenue in 2021 based on its year-to-date performance. The company is responsible for thousands of web-based businesses and the federal government's ability to remain online, making Amazon crucial to a well-functioning economy.\nThat won't change if the stock market collapses. Its share of U.S. retail e-commerce sales will be more than 50% larger than the shares of the next nine e-commerce companies combined. Amazon's piece of the online market is nearly six times more than Walmart's second-place share at just 7.2%, and 10 times greater than third-place eBay. E-commerce data tracker Edge by Ascential expects Amazon will see $26.7 billion just in online grocery sales five from now years, or nearly double its current amount.\nAmid rising prices and supply chain woes, Amazon has become a lifeline for many, and that will continue long after any financial restructuring. The stock gained 76% during the first year of the pandemic and took a breather during the reopening of the economy. Amazon shares have been relatively flat all year long. A correction would allow investors to buy a tech stock at a more reasonable valuation even as its crucial role only gets reinforced.","news_type":1,"symbols_score_info":{"AAPL":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699510311,"gmtCreate":1639836635173,"gmtModify":1639836635632,"author":{"id":"3581670993895630","authorId":"3581670993895630","name":"OpenSesame88","avatar":"https://static.tigerbbs.com/8acdaa8d911543916dedb8be1f245fd9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581670993895630","authorIdStr":"3581670993895630"},"themes":[],"htmlText":"Disney yes","listText":"Disney yes","text":"Disney yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699510311","repostId":"2192754259","repostType":4,"isVote":1,"tweetType":1,"viewCount":1951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606856927,"gmtCreate":1638861615265,"gmtModify":1638861615497,"author":{"id":"3581670993895630","authorId":"3581670993895630","name":"OpenSesame88","avatar":"https://static.tigerbbs.com/8acdaa8d911543916dedb8be1f245fd9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581670993895630","authorIdStr":"3581670993895630"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606856927","repostId":"1151088435","repostType":2,"isVote":1,"tweetType":1,"viewCount":1445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877079078,"gmtCreate":1637851303491,"gmtModify":1637851303617,"author":{"id":"3581670993895630","authorId":"3581670993895630","name":"OpenSesame88","avatar":"https://static.tigerbbs.com/8acdaa8d911543916dedb8be1f245fd9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581670993895630","authorIdStr":"3581670993895630"},"themes":[],"htmlText":"Market closed today sad","listText":"Market closed today sad","text":"Market closed today sad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877079078","repostId":"1122037796","repostType":4,"repost":{"id":"1122037796","kind":"news","pubTimestamp":1637849010,"share":"https://ttm.financial/m/news/1122037796?lang=&edition=full","pubTime":"2021-11-25 22:03","market":"us","language":"en","title":"7 stocks with the most Thanksgiving exposure, according to Bank of America","url":"https://stock-news.laohu8.com/highlight/detail?id=1122037796","media":"finance.yahoo","summary":"Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs.\nA recent B","content":"<p>Thanksgiving feasts will likely draw larger crowds than last year and&nbsp;incur higher costs.</p>\n<p>A recent Bank of America note detailed which companies have the most exposure to the top holiday dishes amid supply chain bottlenecks, inflation, lingering COVID concerns, low inventories, and evolving consumer behaviors.</p>\n<p>Those companies are Campbell's Soup Company (CPB), General Mills (GIS), The Kraft Heinz Company (KHC), Conagra Brands (CAG), Hormel Foods Corporation (HRL), McCormick &amp; Company (MKC), and The Duckhorn Portfolio, Inc. (NAPA).</p>\n<p>\"We looked at companies’ exposure to the top Thanksgiving dishes: turkey, stuffing, dinner rolls, gravy, green bean casserole, potatoes, mac &amp; cheese dessert and wine,\" the analysts stated. \"Overall CPB, GIS, KHC, CAG, MKC, HRL and NAPA are the most exposed. KHC and NAPA are our favorite stocks in this group.\"</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39aa902f366c0bd07e076520c33cdf52\" tg-width=\"705\" tg-height=\"409\" width=\"100%\" height=\"auto\"><span>Key companies exposed to Thanksgiving meal trends. (Source: BofA)Thanksgiving 'center of the plate' items see more pricing power</span></p>\n<p>People appear to be gathering around the table again, the analysts stated, as data from social media conversations found mentions of \"vaccines\" on the rise while mentions of \"FaceTime,\" \"social distancing,\" and \"canceled\" declined. (\"Friendsgiving\" and \"day drinking\" also saw increases.)</p>\n<p>And whether consumers opt for turkey or ham, mashed potatoes or marshmallow-topped sweet potatoes, traditional orplant-based options, they're likely to pay more with inflation hitting food prices.</p>\n<p>The&nbsp;American Farm Bureau Thanksgiving cost index&nbsp;projects a 14% year-over-year increase for 2021, led by a 24% increase in turkey prices.</p>\n<p>“When you look at more of the center of the plate sort of food items, typically, there has not historically been a lot of pricing power,” Bryan Spillane, a senior food and beverage analyst at BofA Global Research, told Yahoo Finance Live (video above). “But what's unusual this year is that there has been. Food companies, in particular, began raising prices the middle of the year, and there's virtually been no elasticity.”</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e60ff60917eb4db45a68c41bd19a337\" tg-width=\"705\" tg-height=\"529\" width=\"100%\" height=\"auto\"><span>Frozen turkeys in Philadelphia, Wednesday, Nov. 17, 2021. (AP Photo/Matt Rourke)</span></p>\n<p>That said, Spillane added, consumer behavior is expected to change at some point.</p>\n<p>“Something that we're really watching as we move into next year is: At what point does the consumer begin to push back and do we begin to see some trading down or other behavior that demonstrates that consumers are feeling that pinch?” Spillane said.</p>\n<p>Investor appetite for food and beverage companies</p>\n<p>The top company with the most upside or downside potential is Campbell's, which BofA gave an \"underperform\" rating.</p>\n<p>“Campbell's struggling from a few issues,” Spillane said. “One is they are experiencing a material amount of inflation. They have a product portfolio that's a little bit more skewed… to kind of middle and low-income households. So, that's, maybe, an area where there may be some sensitivity around passing those prices through.”</p>\n<p>The iconic soup company also has a lot of direct and indirect exposure to labor shortages and higher labor costs, Spillane added.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be1718627f49a5fcc29f52e9e322313f\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>Cans of Campbell's Soup are displayed in a supermarket in New York City, U.S. February 15, 2017. REUTERS/Brendan McDermid</span></p>\n<p>BofA also gave seasoning-maker McCormick &amp; Company an \"underperform\" rating, with an $84 price target.</p>\n<p>McCormick is “still trading at a premium valuation,” Spillane said, adding that while it has benefitted from people having cooked at home more in the last 18 months, “at some point, as things moderate, you're going to see less of that cooking at home behavior. And that's going to create an overhang for McCormick.”</p>\n<p>On the flip side, “Hershey [HSY] is well-positioned,” Spillane said, especially when it comes to the inflationary environment.</p>\n<p>“The combination of a category that's still growing very strongly where there's still a lot of product innovation and where there's been demonstrated pricing power, we think that Hershey is set up really well to be able to maybe even more than protect margins, maybe potentially grow margins as we cycle through some of this inflation,” he explained.</p>\n<p>BofA also awarded Stove Top stuffing-maker Kraft Heinz a buy rating with a $46 price objective.</p>\n<p>“We believe this is justified based our view that KHC is well positioned to capture growth associated with changing consumer demand patterns related to recessions and pantry stocking offset by higher than average debt levels,” the analysts wrote.</p>","source":"lsy1612507957220","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>7 stocks with the most Thanksgiving exposure, according to Bank of America</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\">\n7 stocks with the most Thanksgiving exposure, according to Bank of America\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-25 22:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/7-stocks-thanksgiving-exposure-bank-of-america-134505457.html><strong>finance.yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs.\nA recent Bank of America note detailed which companies have the most exposure to the top holiday dishes amid ...</p>\n\n<a href=\"https://finance.yahoo.com/news/7-stocks-thanksgiving-exposure-bank-of-america-134505457.html\">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://finance.yahoo.com/news/7-stocks-thanksgiving-exposure-bank-of-america-134505457.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122037796","content_text":"Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs.\nA recent Bank of America note detailed which companies have the most exposure to the top holiday dishes amid supply chain bottlenecks, inflation, lingering COVID concerns, low inventories, and evolving consumer behaviors.\nThose companies are Campbell's Soup Company (CPB), General Mills (GIS), The Kraft Heinz Company (KHC), Conagra Brands (CAG), Hormel Foods Corporation (HRL), McCormick & Company (MKC), and The Duckhorn Portfolio, Inc. (NAPA).\n\"We looked at companies’ exposure to the top Thanksgiving dishes: turkey, stuffing, dinner rolls, gravy, green bean casserole, potatoes, mac & cheese dessert and wine,\" the analysts stated. \"Overall CPB, GIS, KHC, CAG, MKC, HRL and NAPA are the most exposed. KHC and NAPA are our favorite stocks in this group.\"\nKey companies exposed to Thanksgiving meal trends. (Source: BofA)Thanksgiving 'center of the plate' items see more pricing power\nPeople appear to be gathering around the table again, the analysts stated, as data from social media conversations found mentions of \"vaccines\" on the rise while mentions of \"FaceTime,\" \"social distancing,\" and \"canceled\" declined. (\"Friendsgiving\" and \"day drinking\" also saw increases.)\nAnd whether consumers opt for turkey or ham, mashed potatoes or marshmallow-topped sweet potatoes, traditional orplant-based options, they're likely to pay more with inflation hitting food prices.\nThe American Farm Bureau Thanksgiving cost index projects a 14% year-over-year increase for 2021, led by a 24% increase in turkey prices.\n“When you look at more of the center of the plate sort of food items, typically, there has not historically been a lot of pricing power,” Bryan Spillane, a senior food and beverage analyst at BofA Global Research, told Yahoo Finance Live (video above). “But what's unusual this year is that there has been. Food companies, in particular, began raising prices the middle of the year, and there's virtually been no elasticity.”\nFrozen turkeys in Philadelphia, Wednesday, Nov. 17, 2021. (AP Photo/Matt Rourke)\nThat said, Spillane added, consumer behavior is expected to change at some point.\n“Something that we're really watching as we move into next year is: At what point does the consumer begin to push back and do we begin to see some trading down or other behavior that demonstrates that consumers are feeling that pinch?” Spillane said.\nInvestor appetite for food and beverage companies\nThe top company with the most upside or downside potential is Campbell's, which BofA gave an \"underperform\" rating.\n“Campbell's struggling from a few issues,” Spillane said. “One is they are experiencing a material amount of inflation. They have a product portfolio that's a little bit more skewed… to kind of middle and low-income households. So, that's, maybe, an area where there may be some sensitivity around passing those prices through.”\nThe iconic soup company also has a lot of direct and indirect exposure to labor shortages and higher labor costs, Spillane added.\nCans of Campbell's Soup are displayed in a supermarket in New York City, U.S. February 15, 2017. REUTERS/Brendan McDermid\nBofA also gave seasoning-maker McCormick & Company an \"underperform\" rating, with an $84 price target.\nMcCormick is “still trading at a premium valuation,” Spillane said, adding that while it has benefitted from people having cooked at home more in the last 18 months, “at some point, as things moderate, you're going to see less of that cooking at home behavior. And that's going to create an overhang for McCormick.”\nOn the flip side, “Hershey [HSY] is well-positioned,” Spillane said, especially when it comes to the inflationary environment.\n“The combination of a category that's still growing very strongly where there's still a lot of product innovation and where there's been demonstrated pricing power, we think that Hershey is set up really well to be able to maybe even more than protect margins, maybe potentially grow margins as we cycle through some of this inflation,” he explained.\nBofA also awarded Stove Top stuffing-maker Kraft Heinz a buy rating with a $46 price objective.\n“We believe this is justified based our view that KHC is well positioned to capture growth associated with changing consumer demand patterns related to recessions and pantry stocking offset by higher than average debt levels,” the analysts wrote.","news_type":1,"symbols_score_info":{"CAG":0.9,"CPB":0.9,"GIS":0.9,"HRL":0.9,"KHC":0.9,"MKC":0.9,"NAPA":0.9}},"isVote":1,"tweetType":1,"viewCount":1790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874823311,"gmtCreate":1637759934220,"gmtModify":1637759934386,"author":{"id":"3581670993895630","authorId":"3581670993895630","name":"OpenSesame88","avatar":"https://static.tigerbbs.com/8acdaa8d911543916dedb8be1f245fd9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581670993895630","authorIdStr":"3581670993895630"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874823311","repostId":"1122830616","repostType":2,"repost":{"id":"1122830616","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637757982,"share":"https://ttm.financial/m/news/1122830616?lang=&edition=full","pubTime":"2021-11-24 20:46","market":"us","language":"zh","title":"盘前：聚焦美联储纪要！通胀数据今夜来袭","url":"https://stock-news.laohu8.com/highlight/detail?id=1122830616","media":"老虎资讯综合","summary":"11月24日，美股三大股指期货震荡下跌，截至发稿，道指期货跌0.33%；标普500指数期货跌0.26%；纳斯达克100指数期货跌0.33%\n\n展望日内，投资者显然将密切聚焦于北京时间周四凌晨3点将出炉","content":"<p>11月24日，美股三大股指期货震荡下跌，截至发稿，道指期货跌0.33%；标普500指数期货跌0.26%；纳斯达克100指数期货跌0.33%</p>\n<p><img src=\"https://static.tigerbbs.com/a673f008375b08a71a8d030df07d25b2\" tg-width=\"385\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p>\n<p>展望日内，投资者显然将密切聚焦于北京时间周四凌晨3点将出炉的美联储11月货币政策会议纪要。</p>\n<p>其次，今晚美国将公布10月核心PCE物价指数年率，以及美国11月密歇根大学消费者信心指数终值。</p>\n<p><b>盘前行情</b></p>\n<p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>盘前一度跌超14%，现跌幅收窄至不足6%，公司于11月17日收到纳斯达克股票市场的信函，称该公司不符合纳斯达克上市规则。</p>\n<p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>盘前涨超2%，今日其港股收涨逾10%，昨日公布的Q3业绩好于预期。</p>\n<p><a href=\"https://laohu8.com/S/GPS\">Gap</a>盘前跌超20%，第三季业绩逊预期并调低全年预测。</p>\n<p><a href=\"https://laohu8.com/S/JWN\">诺德斯特龙</a>盘前重挫逾26%，第三季盈利逊预测且本年度收入指引略低于市场预期。</p>\n<p><a href=\"https://laohu8.com/S/HPQ\">惠普</a>盘前涨超5%，第四财季净利润同比大增约364%，且远超出市场预期。</p>\n<p><a href=\"https://laohu8.com/S/PSTG\">Pure Storage</a>盘前大涨超10%，Q3业绩好于预期。</p>\n<p><a href=\"https://laohu8.com/S/DE\">迪尔股份有限公司</a>盘前涨近3%，第三季度业绩超市场预期。</p>\n<p><a href=\"https://laohu8.com/S/KC\">金山云</a>盘前跌超3%，第三季度营收24.14亿元，净亏损同比扩大。</p>\n<p><b>欧洲市场</b></p>\n<p>欧洲主要股指多数上涨，截至发稿，德国DAX30指数跌0.58%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>涨0.18%、法国CAC40跌0.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/bf8fd9538ae55d10e756798dd4b9da9f\" tg-width=\"820\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p>\n<p><b>原油</b></p>\n<p>原油期货微幅走低，截止发稿，WTI原油跌0.03%，报78.48美元/桶；布伦特原油跌0.13%，报82.2美元/桶。</p>\n<p>拜登政府急于打压美国汽油价格，但释储规模不及市场预期，反而弄巧成拙，油价周二大幅上涨。接下来关注的焦点是OPEC+下周的回应，沙特可能试图减少增产的幅度，也不排除拜登推出其他政策的可能。</p>\n<p><img src=\"https://static.tigerbbs.com/ed0f4c3f26aa163084df4b3b86079dfa\" tg-width=\"889\" tg-height=\"824\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/316b47ecde8565621d9a22f90af884f4\" tg-width=\"889\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p>\n<p><b>黄金</b></p>\n<p>黄金期货涨幅缩窄，截止发稿，涨0.11%，报1785.8美元/盎司。</p>\n<p>国际金价走高，但美元走强以及市场预计美联储可能更早加息，限制了金价反弹空间。美联储12月会议起码会讨论关于是否加快缩减购债步伐。英国企业成本压力创下新高也提升了英国央行12月升息的可能性。金价料保持在1800美元的关键价位下方。</p>\n<p><img src=\"https://static.tigerbbs.com/77ddb6efa7dba2ef17c69a4c73b3495a\" tg-width=\"889\" tg-height=\"821\" referrerpolicy=\"no-referrer\"></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>盘前：聚焦美联储纪要！通胀数据今夜来袭</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\">\n盘前：聚焦美联储纪要！通胀数据今夜来袭\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-24 20:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月24日，美股三大股指期货震荡下跌，截至发稿，道指期货跌0.33%；标普500指数期货跌0.26%；纳斯达克100指数期货跌0.33%</p>\n<p><img src=\"https://static.tigerbbs.com/a673f008375b08a71a8d030df07d25b2\" tg-width=\"385\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p>\n<p>展望日内，投资者显然将密切聚焦于北京时间周四凌晨3点将出炉的美联储11月货币政策会议纪要。</p>\n<p>其次，今晚美国将公布10月核心PCE物价指数年率，以及美国11月密歇根大学消费者信心指数终值。</p>\n<p><b>盘前行情</b></p>\n<p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>盘前一度跌超14%，现跌幅收窄至不足6%，公司于11月17日收到纳斯达克股票市场的信函，称该公司不符合纳斯达克上市规则。</p>\n<p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>盘前涨超2%，今日其港股收涨逾10%，昨日公布的Q3业绩好于预期。</p>\n<p><a href=\"https://laohu8.com/S/GPS\">Gap</a>盘前跌超20%，第三季业绩逊预期并调低全年预测。</p>\n<p><a href=\"https://laohu8.com/S/JWN\">诺德斯特龙</a>盘前重挫逾26%，第三季盈利逊预测且本年度收入指引略低于市场预期。</p>\n<p><a href=\"https://laohu8.com/S/HPQ\">惠普</a>盘前涨超5%，第四财季净利润同比大增约364%，且远超出市场预期。</p>\n<p><a href=\"https://laohu8.com/S/PSTG\">Pure Storage</a>盘前大涨超10%，Q3业绩好于预期。</p>\n<p><a href=\"https://laohu8.com/S/DE\">迪尔股份有限公司</a>盘前涨近3%，第三季度业绩超市场预期。</p>\n<p><a href=\"https://laohu8.com/S/KC\">金山云</a>盘前跌超3%，第三季度营收24.14亿元，净亏损同比扩大。</p>\n<p><b>欧洲市场</b></p>\n<p>欧洲主要股指多数上涨，截至发稿，德国DAX30指数跌0.58%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>涨0.18%、法国CAC40跌0.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/bf8fd9538ae55d10e756798dd4b9da9f\" tg-width=\"820\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p>\n<p><b>原油</b></p>\n<p>原油期货微幅走低，截止发稿，WTI原油跌0.03%，报78.48美元/桶；布伦特原油跌0.13%，报82.2美元/桶。</p>\n<p>拜登政府急于打压美国汽油价格，但释储规模不及市场预期，反而弄巧成拙，油价周二大幅上涨。接下来关注的焦点是OPEC+下周的回应，沙特可能试图减少增产的幅度，也不排除拜登推出其他政策的可能。</p>\n<p><img src=\"https://static.tigerbbs.com/ed0f4c3f26aa163084df4b3b86079dfa\" tg-width=\"889\" tg-height=\"824\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/316b47ecde8565621d9a22f90af884f4\" tg-width=\"889\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p>\n<p><b>黄金</b></p>\n<p>黄金期货涨幅缩窄，截止发稿，涨0.11%，报1785.8美元/盎司。</p>\n<p>国际金价走高，但美元走强以及市场预计美联储可能更早加息，限制了金价反弹空间。美联储12月会议起码会讨论关于是否加快缩减购债步伐。英国企业成本压力创下新高也提升了英国央行12月升息的可能性。金价料保持在1800美元的关键价位下方。</p>\n<p><img src=\"https://static.tigerbbs.com/77ddb6efa7dba2ef17c69a4c73b3495a\" tg-width=\"889\" tg-height=\"821\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122830616","content_text":"11月24日，美股三大股指期货震荡下跌，截至发稿，道指期货跌0.33%；标普500指数期货跌0.26%；纳斯达克100指数期货跌0.33%\n\n展望日内，投资者显然将密切聚焦于北京时间周四凌晨3点将出炉的美联储11月货币政策会议纪要。\n其次，今晚美国将公布10月核心PCE物价指数年率，以及美国11月密歇根大学消费者信心指数终值。\n盘前行情\n法拉第未来盘前一度跌超14%，现跌幅收窄至不足6%，公司于11月17日收到纳斯达克股票市场的信函，称该公司不符合纳斯达克上市规则。\n小鹏汽车盘前涨超2%，今日其港股收涨逾10%，昨日公布的Q3业绩好于预期。\nGap盘前跌超20%，第三季业绩逊预期并调低全年预测。\n诺德斯特龙盘前重挫逾26%，第三季盈利逊预测且本年度收入指引略低于市场预期。\n惠普盘前涨超5%，第四财季净利润同比大增约364%，且远超出市场预期。\nPure Storage盘前大涨超10%，Q3业绩好于预期。\n迪尔股份有限公司盘前涨近3%，第三季度业绩超市场预期。\n金山云盘前跌超3%，第三季度营收24.14亿元，净亏损同比扩大。\n欧洲市场\n欧洲主要股指多数上涨，截至发稿，德国DAX30指数跌0.58%，英国富时100涨0.18%、法国CAC40跌0.2%。\n\n原油\n原油期货微幅走低，截止发稿，WTI原油跌0.03%，报78.48美元/桶；布伦特原油跌0.13%，报82.2美元/桶。\n拜登政府急于打压美国汽油价格，但释储规模不及市场预期，反而弄巧成拙，油价周二大幅上涨。接下来关注的焦点是OPEC+下周的回应，沙特可能试图减少增产的幅度，也不排除拜登推出其他政策的可能。\n\n黄金\n黄金期货涨幅缩窄，截止发稿，涨0.11%，报1785.8美元/盎司。\n国际金价走高，但美元走强以及市场预计美联储可能更早加息，限制了金价反弹空间。美联储12月会议起码会讨论关于是否加快缩减购债步伐。英国企业成本压力创下新高也提升了英国央行12月升息的可能性。金价料保持在1800美元的关键价位下方。","news_type":1,"symbols_score_info":{"513500":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9,"DDM":0.9,"DJX":0.9,"DOG":0.9,"IVV":0.9,"MNQmain":0.9,"NQmain":0.9,"OEX":0.9,"PSQ":0.9,"QLD":0.9,"SDOW":0.9,"SPXU":0.9,"SPY":0.9,"SQQQ":0.9,"TQQQ":0.9,"UPRO":0.9}},"isVote":1,"tweetType":1,"viewCount":2867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872857858,"gmtCreate":1637485429329,"gmtModify":1637485429491,"author":{"id":"3581670993895630","authorId":"3581670993895630","name":"OpenSesame88","avatar":"https://static.tigerbbs.com/8acdaa8d911543916dedb8be1f245fd9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581670993895630","authorIdStr":"3581670993895630"},"themes":[],"htmlText":"Good info","listText":"Good info","text":"Good info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/872857858","repostId":"2184782893","repostType":4,"repost":{"id":"2184782893","kind":"highlight","pubTimestamp":1637464884,"share":"https://ttm.financial/m/news/2184782893?lang=&edition=full","pubTime":"2021-11-21 11:21","market":"us","language":"en","title":"3 Top Chip Stocks Ready for Bull Runs","url":"https://stock-news.laohu8.com/highlight/detail?id=2184782893","media":"Motley Fool","summary":"ASML, UMC, and Micron could all still have a lot of upside potential.","content":"<p>The global chip shortage has been generating strong tailwinds for the semiconductor sector over the past year. However, it might be difficult for investors to separate the winners from the losers if they don't understand how the semiconductor supply chain works.</p>\n<p>Today, I'll highlight three chip stocks that operate in very different parts of the semiconductor market, why they're all growing, and why they could still generate even bigger returns next year.</p>\n<h2>1. ASML</h2>\n<p><b>ASML Holding</b> (NASDAQ:ASML) is a Dutch semiconductor equipment maker. It's the world's largest manufacturer of lithography machines, which are used to etch circuit patterns onto silicon wafers. It's also the only manufacturer of high-end extreme ultraviolet (EUV) lithography machines, which are required to manufacture the world's smallest chips.</p>\n<p>The world's most advanced chip foundries -- including <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM), <b>Samsung</b>, and <b>Intel</b> (NASDAQ:INTC) -- all use ASML's EUV machines, which cost about $150,000 each and require several planes to ship. ASML's dominance of this crucial chipmaking technology, which it refined over the past three decades, makes it a linchpin of the global semiconductor market.</p>\n<p>ASML's revenue rose 8% in 2019 and 18% in 2020, and it anticipates about 35% growth this year. It's selling EUV systems as rapidly as it can produce them, and a growing mix of those higher-margin devices boosted its gross margin from 44.7% in 2019 to 52.2% in the first nine months of 2021.</p>\n<p>ASML's stock price has more than doubled over the past 12 months, and it isn't cheap at 45 times forward earnings. However, this stock could still have plenty of upside potential as the chip shortage drags on -- since it will be impossible to resolve the crisis without buying significantly more machines from ASML.</p>\n<h2>2. UMC</h2>\n<p>ASML's top client is TSMC, the world's largest contract chipmaker and another linchpin of the semiconductor market. However, TSMC's smaller rival <b>United Microelectronics</b> (NYSE:UMC) is a more underrated play on the same trend.</p>\n<p>Unlike TSMC -- which manufactures the world's smallest chips for fabless chipmakers like <b>Advanced Micro Devices</b> and<b> Apple</b> -- UMC primarily manufactures older, larger, and cheaper chips for cars, Internet of Things (IoT) devices, and other gadgets.</p>\n<p>These chips aren't as powerful as TSMC's top-tier chips, but they're arguably just as essential. UMC's plants are already operating at their maximum capacities, but the company faces less pressure to aggressively upgrade its plants than TSMC, Samsung, or Intel, which are all engaged in the costly \"process race\" to manufacture smaller and more advanced chips.</p>\n<p>UMC ranks a distant third in the foundry market behind TSMC and Samsung, but it still generates impressive growth: Its revenue rose 4% in 2019 and jumped 25% in 2020, and analysts expect 18% growth this year.</p>\n<p>UMC's stock has more than doubled over the past 12 months, but it still looks reasonably valued at 22 times forward earnings. Like ASML, UMC will continue to profit from the chip shortage. Moreover, the traffic jam at TSMC and other top foundries could eventually divert more lower-end orders to UMC.</p>\n<h2>3. Micron</h2>\n<p>Lastly, I believe <b>Micron Technology </b>(NASDAQ:MU) -- <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world's leading producers of DRAM and NAND memory chips -- is currently undervalued at eight times forward earnings. Micron's stock has risen nearly 30% over the past 12 months, but it's stalled out in recent months amid fears of a cyclical slowdown.</p>\n<p>Micron's revenue fell 8% in fiscal 2020 (which ended last September) as a global glut of memory chips caused market prices to plunge. But in fiscal 2021, its revenue rose 29% as those supplies and prices stabilized.</p>\n<p>Micron wasn't directly affected by the chip shortage, since it manufactures its own chips instead of outsourcing them to third-party foundries. However, it expects shortages of other PC components -- including CPUs and GPUs -- to indirectly curb the market's near-term demand for its memory chips. That warning, along with a softer-than-expected forecast for the first quarter, spooked investors last month.</p>\n<p>Nonetheless, analysts still expect Micron's revenue and earnings to rise 15% and 44%, respectively, this year, as it benefits from the secular expansion of the gaming, data center, cloud, 5G, and automotive markets. Those catalysts might also spark a \"super cycle\" in memory chip upgrades, which could last much longer than previous cycles and propel Micron's stock to fresh highs next year.</p>","source":"fool_stock","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>3 Top Chip Stocks Ready for Bull Runs</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\">\n3 Top Chip Stocks Ready for Bull Runs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-21 11:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/20/3-top-chip-stocks-ready-for-a-bull-run/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The global chip shortage has been generating strong tailwinds for the semiconductor sector over the past year. However, it might be difficult for investors to separate the winners from the losers if ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/20/3-top-chip-stocks-ready-for-a-bull-run/\">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/2021/11/20/3-top-chip-stocks-ready-for-a-bull-run/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2184782893","content_text":"The global chip shortage has been generating strong tailwinds for the semiconductor sector over the past year. However, it might be difficult for investors to separate the winners from the losers if they don't understand how the semiconductor supply chain works.\nToday, I'll highlight three chip stocks that operate in very different parts of the semiconductor market, why they're all growing, and why they could still generate even bigger returns next year.\n1. ASML\nASML Holding (NASDAQ:ASML) is a Dutch semiconductor equipment maker. It's the world's largest manufacturer of lithography machines, which are used to etch circuit patterns onto silicon wafers. It's also the only manufacturer of high-end extreme ultraviolet (EUV) lithography machines, which are required to manufacture the world's smallest chips.\nThe world's most advanced chip foundries -- including Taiwan Semiconductor Manufacturing (NYSE:TSM), Samsung, and Intel (NASDAQ:INTC) -- all use ASML's EUV machines, which cost about $150,000 each and require several planes to ship. ASML's dominance of this crucial chipmaking technology, which it refined over the past three decades, makes it a linchpin of the global semiconductor market.\nASML's revenue rose 8% in 2019 and 18% in 2020, and it anticipates about 35% growth this year. It's selling EUV systems as rapidly as it can produce them, and a growing mix of those higher-margin devices boosted its gross margin from 44.7% in 2019 to 52.2% in the first nine months of 2021.\nASML's stock price has more than doubled over the past 12 months, and it isn't cheap at 45 times forward earnings. However, this stock could still have plenty of upside potential as the chip shortage drags on -- since it will be impossible to resolve the crisis without buying significantly more machines from ASML.\n2. UMC\nASML's top client is TSMC, the world's largest contract chipmaker and another linchpin of the semiconductor market. However, TSMC's smaller rival United Microelectronics (NYSE:UMC) is a more underrated play on the same trend.\nUnlike TSMC -- which manufactures the world's smallest chips for fabless chipmakers like Advanced Micro Devices and Apple -- UMC primarily manufactures older, larger, and cheaper chips for cars, Internet of Things (IoT) devices, and other gadgets.\nThese chips aren't as powerful as TSMC's top-tier chips, but they're arguably just as essential. UMC's plants are already operating at their maximum capacities, but the company faces less pressure to aggressively upgrade its plants than TSMC, Samsung, or Intel, which are all engaged in the costly \"process race\" to manufacture smaller and more advanced chips.\nUMC ranks a distant third in the foundry market behind TSMC and Samsung, but it still generates impressive growth: Its revenue rose 4% in 2019 and jumped 25% in 2020, and analysts expect 18% growth this year.\nUMC's stock has more than doubled over the past 12 months, but it still looks reasonably valued at 22 times forward earnings. Like ASML, UMC will continue to profit from the chip shortage. Moreover, the traffic jam at TSMC and other top foundries could eventually divert more lower-end orders to UMC.\n3. Micron\nLastly, I believe Micron Technology (NASDAQ:MU) -- one of the world's leading producers of DRAM and NAND memory chips -- is currently undervalued at eight times forward earnings. Micron's stock has risen nearly 30% over the past 12 months, but it's stalled out in recent months amid fears of a cyclical slowdown.\nMicron's revenue fell 8% in fiscal 2020 (which ended last September) as a global glut of memory chips caused market prices to plunge. But in fiscal 2021, its revenue rose 29% as those supplies and prices stabilized.\nMicron wasn't directly affected by the chip shortage, since it manufactures its own chips instead of outsourcing them to third-party foundries. However, it expects shortages of other PC components -- including CPUs and GPUs -- to indirectly curb the market's near-term demand for its memory chips. That warning, along with a softer-than-expected forecast for the first quarter, spooked investors last month.\nNonetheless, analysts still expect Micron's revenue and earnings to rise 15% and 44%, respectively, this year, as it benefits from the secular expansion of the gaming, data center, cloud, 5G, and automotive markets. Those catalysts might also spark a \"super cycle\" in memory chip upgrades, which could last much longer than previous cycles and propel Micron's stock to fresh highs next year.","news_type":1,"symbols_score_info":{"03145":0.9,"03165":0.9,"ASML":0.9,"INTC":0.9,"MU":0.9,"TSM":0.9,"UMC":0.9}},"isVote":1,"tweetType":1,"viewCount":1293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879152038,"gmtCreate":1636694245814,"gmtModify":1636694473299,"author":{"id":"3581670993895630","authorId":"3581670993895630","name":"OpenSesame88","avatar":"https://static.tigerbbs.com/8acdaa8d911543916dedb8be1f245fd9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581670993895630","authorIdStr":"3581670993895630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00981\">$SMIC(00981)$</a>不行","listText":"<a href=\"https://laohu8.com/S/00981\">$SMIC(00981)$</a>不行","text":"$SMIC(00981)$不行","images":[{"img":"https://static.tigerbbs.com/a55a9f83561eff79ff52be8889eb8d93","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879152038","isVote":1,"tweetType":1,"viewCount":1769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":870644218,"gmtCreate":1636616917934,"gmtModify":1636616918095,"author":{"id":"3581670993895630","authorId":"3581670993895630","name":"OpenSesame88","avatar":"https://static.tigerbbs.com/8acdaa8d911543916dedb8be1f245fd9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581670993895630","authorIdStr":"3581670993895630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>11.11 big sales how?","listText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>11.11 big sales how?","text":"$Alibaba(09988)$11.11 big sales how?","images":[{"img":"https://static.tigerbbs.com/119594be69a683f3c7d5b904be25f46c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870644218","isVote":1,"tweetType":1,"viewCount":1631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":847235011,"gmtCreate":1636522086805,"gmtModify":1636522087346,"author":{"id":"3581670993895630","authorId":"3581670993895630","name":"OpenSesame88","avatar":"https://static.tigerbbs.com/8acdaa8d911543916dedb8be1f245fd9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581670993895630","authorIdStr":"3581670993895630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01833\">$PA GOODDOCTOR(01833)$</a>痛","listText":"<a href=\"https://laohu8.com/S/01833\">$PA GOODDOCTOR(01833)$</a>痛","text":"$PA GOODDOCTOR(01833)$痛","images":[{"img":"https://static.tigerbbs.com/1fec7be04b726db058f26e797da82677","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/847235011","isVote":1,"tweetType":1,"viewCount":1480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":844408300,"gmtCreate":1636448726644,"gmtModify":1636448727052,"author":{"id":"3581670993895630","authorId":"3581670993895630","name":"OpenSesame88","avatar":"https://static.tigerbbs.com/8acdaa8d911543916dedb8be1f245fd9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581670993895630","authorIdStr":"3581670993895630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>还可以加仓吗","listText":"<a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>还可以加仓吗","text":"$TENCENT(00700)$还可以加仓吗","images":[{"img":"https://static.tigerbbs.com/0fb8db24d919481e26ce58c93af9a150","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844408300","isVote":1,"tweetType":1,"viewCount":1297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}