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2021-12-20

Totally agree ❤️

Apple Stock: The Strongest Shield Against Rate Hikes

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3 Stocks That Could Win Big Under Biden's Infrastructure Bill

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$SoFi Technologies Inc.(SOFI)$♥️

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$Upstart Holdings, Inc.(UPST)$Buy on dip ♥️♥️

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$UiPath(PATH)$♥️

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$KraneShares CSI China Internet ETF(KWEB)$😭

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$UiPath(PATH)$👍

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$Amazon.com(AMZN)$👍

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$UiPath(PATH)$👍

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$Coupang, Inc.(CPNG)$♥️

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Nvidia shares rose more than 2% to a new high

2021-11-02

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抱歉，原内容已删除

2021-11-01

$SoFi Technologies Inc.(SOFI)$👍👍

2021-10-31

$Tiger Brokers(TIGR)$😭😭

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Meta rose 1% in premarket trading as Facebook changed its name to Meta

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$Dutch Bros Inc.(BROS)$♥️

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$Palantir Technologies Inc.(PLTR)$♥️

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$XINYI SOLAR(00968)$♥️

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agree ❤️","listText":"Totally agree ❤️","text":"Totally agree ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693804040","repostId":"1183475424","repostType":4,"repost":{"id":"1183475424","pubTimestamp":1639967829,"share":"https://www.laohu8.com/m/news/1183475424?lang=&edition=full","pubTime":"2021-12-20 10:37","market":"us","language":"en","title":"Apple Stock: The Strongest Shield Against Rate Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1183475424","media":"Seeking Alpha","summary":"Summary\n\nWith inflation running its hottest course in 40 years, the Federal Reserve has decided to a","content":"<p><b>Summary</b></p>\n<ul>\n <li>With inflation running its hottest course in 40 years, the Federal Reserve has decided to accelerate the stimulus tapering schedule and prepare for raising interest rates as early as March.</li>\n <li>While rate hikes have historically deterred investors from growth stocks due to concerns over eroding valuation prospects, the Apple stock has remained largely resilient.</li>\n <li>Apple is expected to realize additional upsides ahead, sustained by robust demand for its existing offerings and new opportunities arising from nascent technologies like AR/VR and autonomous vehicles.</li>\n <li>Its strong net cash position also provides sufficient dry powder to fund additional growth in coming years without incurring additional costs of capital amidst rising interest rates.</li>\n <li>As such, Apple's bullish thesis remains intact as it approaches a $3 trillion valuation, despite broader market valuation risks ahead.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf73ac36a98ce54b343c7e6b613f4d9\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>guvendemir/iStock Unreleased via Getty Images</span></p>\n<p>As one of the world’s best performing stocks, Apple(NASDAQ:AAPL)&nbsp;has gained close to 40% this year. The stock, which last peaked at $182.13 not too long ago, is currently less than 7% from being the first U.S. publicly listed company to reach a $3 trillion market value and single-handedly accounts for about 15% of the tech-heavy Nasdaq 100’s performance. Apple’s market value has grown by&nbsp;more than 220x&nbsp;since the late 1990s, buoyed by the company’s continuous ability to capture robust demand for its innovative portfolio of products and services.</p>\n<p>And Apple’s strong fundamentals are expected to help the stock defy adverse impacts from the imminent rate hikes beginning next year. With inflation running at its hottest in almost four decades, the Federal Reserve decided Wednesday that it will increase the pace at which it is dialing back on the $120 billion monthly bond repurchasing program from $15 billion per month, which began in November, to&nbsp;$30 billion per month. This would effectively conclude the stimulus program, put in place at the onset of the pandemic, coming March, rather than in&nbsp;July as initially planned. Rate hikes are expected to begin soon after to counter rising price pressures, with Federal Reserve Chair Jerome Powell affirming that the process will only begin after tapering ends and at a gradual pace. The latest dot plot indicates potential for the Federal Fund Rate to lift-off from near-zero beginning early 2022 with three quarter-point increases, plus another three in 2023 and two more in 2024. If materialized, the process would up the funds rate to 2.1% by 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ef3ca2d04c1b55a465e12bfae79890e\" tg-width=\"640\" tg-height=\"315\" width=\"100%\" height=\"auto\"><span>Source: Bloomberg</span></p>\n<p>While rate hikes typically cause investors to turn risk averse due to concerns over&nbsp;faster erosion of value on future gains&nbsp;and stalled business growth due to rising costs of capital, especially for high-growth stocks, Apple gained close to 3% upon release of the Fed’s update on policy tightening. The stock closed at $179.30 on December 15th, nearing its peak of $182 on Monday. Apple’s rally, along with similar uptrends observed across other mega-cap tech stocks, accordingly drove intra-day gains of 2.4% for the Nasdaq 100 following the Federal Reserve’s update, indicating investors’ preference to park their money in companies with robust growth prospects to counter risks from the impending rate increases.</p>\n<p>With the coming holiday season a boon for Apple’s December-quarter sales, the stock’s valuation is expected to enter in the $3 trillion territory sooner than expected. Continued robust demand observed across Apple’s entire product line, generous share buy-backs, and additional revenue contributions expected within the foreseeable future resulting from new, cutting-edge products will also be key catalysts to support the company’s persistently strong fundamentals and keep the stock’s valuation above $3 trillion despite the impending rate hikes. Considering recent developments to the broader market and Apple’s growth prospects, we are raising our 12-month price target for the stock to $209.43.</p>\n<p><b>FY 2021 Overview and Recap of Fundamental Prospects</b></p>\n<p>Fiscal 2021 was a big year for Apple. The company’s revenues for the year grew 33% from fiscal 2020 to $366 billion, despite on-and-off store closures resulting from recurring coronavirus outbreaks and supply chain constraints that have led to more than $9 billion in lost sales. Every product and service segment achieved record-setting revenues with more than 20% growth from previous year results. Much of the year’s success were attributable to a series of new product launches and feature upgrades. The most notable of which included the 5G-enabled family of iPhone 12s and iPhone 13s, as well as the M1-powered MacBook Pro and iPad Pro.</p>\n<p><b>Key Developments in Products</b></p>\n<p>iPhone sales grew by 39% this year, the most amongst other segments, and drove more than half of Apple’s fiscal 2021 revenues. The results were a stark contrast to last year’s slump in demand for the mobile device when consumers braced for pandemic-driven economic uncertainties. iPhone sales are expected to remain robust in coming years as global 5G device upgrades continue to gather pace. The likely launch of a more affordable 5G-enabled iPhone SE in 2022 is also expected to further Apple’s market share gains by&nbsp;attracting switchers&nbsp;from “more than a billion non-premium Android users”, and drive the active installed base to another all-time high. The anticipated momentum is further corroborated by iPhone sales patterns observed in recent quarters following the launch of 5G-enabled iPhone 12s and iPhone 13s, where the number of upgraders and switchers grew by&nbsp;strong double digits. Apple’s strong ties with cell-phone carriers is also expected to drive meaningful iPhone sales contributions in coming years. Reputable wireless carriers in the U.S. like&nbsp;Verizon&nbsp;and&nbsp;AT&amp;T&nbsp;have already been keen on promoting the sale of 5G-enabled devices like the iPhone 12 and iPhone 13 to encourage migration to the 5G network that they have spent billions of dollars on building across the nation. Telecom companies around the world are expected to spend&nbsp;more than $700 billion&nbsp;over the next five years on building-out the 5G network, underscoring significant additional growth opportunities ahead for the iPhone segment as carriers push for the strongest multiyear upgrade cycle in a decade to recoup their investments.</p>\n<p>Mac and iPad sales also grew significantly in fiscal 2021, reaching record revenues of $35.2 billion and $31.9 billion, respectively. Following the introduction of the&nbsp;all-new M1-powered iMac&nbsp;earlier this year, Apple also unveiled the&nbsp;reimagined M1-Pro / M1-Max powered MacBook Pro&nbsp;in October. The custom M1 processors made the newest MacBook “better than any Intel-based device for nearly every productivity use case outside of gaming”. This accordingly drove incredible demand for the portable workstation from a diverse group of consumers, ranging from professional creators and photographers to corporate users and students. The company is estimated to have shipped&nbsp;over 3.2 million units&nbsp;of Mac products during the September quarter, which drove record-setting revenues for the segment, while boosting its rank in global PC sales to fourth place amongst other vendors. The introduction of M1-processors in Apple’s computing products also bolstered its position in capitalizing on the surge in global demand for PCs and multi-purpose tablets by allowing the company to build devices with innovative features that can be seamlessly integrated across its ecosystem of peripheral accessories and services to draw adjacent revenues. With accelerated adoption of hybrid work and study arrangements in the post-pandemic era, global demand for portable workstations like PCs and multi-purpose tablets are expected to remain elevated in coming years – the sectors are expected to grow into a&nbsp;$224.3 billion&nbsp;and$600 billion&nbsp;market, respectively, by 2025, which makes favorable trends for Apple’s Mac and iPad segments.</p>\n<p>Recent speculations on Apple’s intentions to&nbsp;strengthen its in-house chip development capacity&nbsp;will likely further the advancement of its technologies offered in coming years and draw additional demand to its products. The company is currently looking for engineers to build-out its capacity in the development of “wireless radios, radio-frequency integrated circuits, and a wireless system-on-chip (“SoC”)”, as well as “semiconductors for connecting Bluetooth and Wi-Fi”. These developments are expected to further enhance seamless integration across Apple’s devices and increase stickiness to its ecosystem of product and service offerings, making its chip unit one of the company’s “most prized assets”.</p>\n<p><b>Key Developments in Services</b></p>\n<p>On the services front, a strong subscriber base had enabled the segment to hit record-setting revenues of more than $68.4 billion in fiscal 2021, up 27% from the prior year. To date, Apple has garnered more than 745 million paid subscribers across its high-margin service offerings, representing a five-fold increase over the last five years. Apple’s increasing push for a subscription-based business model across its wide variety of service platforms, ranging from Apple Music to iCloud storage solutions, paired with attractive new offerings that address key consumer trends in recent years have been a key driver to the company’s fast-expanding margins. New exciting add-on features introduced for existing service platforms include&nbsp;Spatial Audio and Lossless Audiofor Apple Music and the&nbsp;Apple Music Voice Plan. The new subscription-based offerings are expected to further Apple’s reach to adjacent opportunities stemming from increasing global usage of smartphones, laptops and other advanced home electronic products – for instance, the global music streaming market is expected to expand at a CAGR of 16% towards a&nbsp;projected value of $61 billion&nbsp;over the next five years, underscoring significant growth headroom for Apple Music. And Apple’s latest introduction of the&nbsp;Apple One bundle&nbsp;is expected to be a key contributor to furthering service segment sales in coming years by attracting new users to pay for subscription services that they otherwise would not have had it not been for the bundle discounts.</p>\n<p>Continued growth in market demand for mobile applications will also be a boon to Apple’s fast-growing services segment. The global market for mobile applications is expected to grow at a CAGR of 18.4% and reach a market value of&nbsp;more than $400 billion&nbsp;over the next five years. With AAPL hosting&nbsp;one of the largest and most used app stores&nbsp;in the world, it would be reasonable to assume that related revenues would grow at a similar pace. Despite&nbsp;mounting global regulatory scrutiny&nbsp;over Apple’s alleged antitrust violations with its App Store – the most notable of which stemming from an ongoing&nbsp;legal battle with Epic Games– the company’s continued focus on ensuring user privacy, security, and ease of transactions might have saved the day. According to a survey of 4,000 Apple product users performed by Morgan Stanley across the U.S. and China, most have indicated loyalty to Apple’s App store due to the “value of security, privacy and ease of transactions” provided, despite developers pushing for rights to transact outside of Apple’s ecosystem. Apple’s recent success in&nbsp;delaying App Store changes&nbsp;ordered by U.S. District Judge Yvonne Gonzalez Rogers in&nbsp;September&nbsp;as part of a year-long lawsuit brought against by Epic Games is another sign of the App Store’s continued strength. The company has argued that the court-mandated order to allow App Store users to “buy directly from developers on the web” would be a threat to the security of their privacy.</p>\n<p>Currently, developers are fighting for their rights to have app users transact outside of Apple’s ecosystem, which charges developers a hefty commission fee of up to 30% on all purchases. As Apple continues with its appeal of the ruling, the ultimate court decision on whether App Store changes would need to be implemented could take at least another year. But even with an unfavorable ruling, where Apple would have to allow developers to redirect users to payments outside of its ecosystem and/or lower its in-app purchase commission rate, App Store revenues are only expected to decrease by&nbsp;at most $4 billion per year&nbsp;which will not place a material impact on its valuation prospects. The actual quantified impact might even be less than what the market has forecasted, considering the value that App Store users have ascribed to the level of security and convenience that Apple has offered through the platform.</p>\n<p><b>Key Catalysts Ahead</b></p>\n<p>Apple is undoubtedly a key gateway to bringing emerging technologies to the mainstream due to its massive installed base of devices and related service platform users. And because of this, the highly anticipated launch of cutting-edge products like AR/VR headsets and autonomous vehicles in coming years will likely catapult the stock to new heights. The pioneer of disruptive consumer electronics and devices is expected to launch a&nbsp;VR headset and AR glasses&nbsp;by early 2023, a nascent technology that has been picking up steam in recent months with increasing talks of the metaverse. Similar to most VR headsets already available in the market, Apple’s will feature a 3D display to enable an immersive environment for a variety of activities from gaming to communicating. The differentiating factor will be the company’s plans to implement best-in-class graphics chips in the device to facilitate ultra-high-resolution displays. The impending VR headset will ultimately lay the foundation for its AR glasses, which Apple expects to be the “larger opportunity”.</p>\n<p>Over the next five years, opportunities pertaining to the metaverse are expected to blossom into an&nbsp;$800 billion market. Related software and service sales are expected to drive more than 70% of the projected addressable market, while the remainder will likely be driven by hardware sales. This makes strong tailwinds for Apple, which does not only stand to capitalize on growing metaverse opportunities through the sale of its impending AR/VR headset, but also adjacent revenues pertaining to the usage of related apps, software and service platforms.</p>\n<p>Speculations on Apple’s ongoing development of&nbsp;a self-driving electric car&nbsp;is also expected to materialize into meaningful upsides for the stock within the foreseeable future. The company is now planning to launch the new product category by 2025, at which time the global autonomous vehicle market is expected to reach a value of&nbsp;more than $200 billion. The eventual car will likely feature homages to its existing product portfolio, like an “iPad-like touch screen” infotainment system. And on the technology front, Apple is believed to have completed the development of a custom silicon for powering the vehicle’s autonomous driving capabilities. The newest chips will soon be implemented into its existing fleet of retrofitted SUVs for testing in California according to the state’s DMV, a sign that the impending launch is near.</p>\n<p>While Apple’s current market value may already be reflective of “consistent material revenue contributions from new products and services over time”, additional upsides from the above-mentioned new product category launches are still missing. But this will likely change within the next 12 months as the impending launch of an Apple AR/VR device draws near. Near-term projections on early AR/VR device sales are expected to boost Apple’s valuation by&nbsp;at least $150 billion. And over time when metaverse trends continue to gain mainstream traction, Apple is expected to generate more than $200 billion in annual revenues from the AR/VR segment, which could add another 15% on top of its current market value.</p>\n<p><b>Valuation Prospects and Potential Impacts from the Impending Rate Increases</b></p>\n<p>Adjusting our most recent forecast for Apple’s fiscal 2021 year-end results and December-quarter guidance, our base case projection estimates total net sales of $439.3 billion by the end of fiscal 2022, with further growth towards $668.5 billion by fiscal 2026. The growth assumptions applied across segment revenues in our forecast remains largely unchanged from our&nbsp;most recent analysis&nbsp;on the stock, with additional consideration for management’s near-term outlook on supply constraint impacts and the impending rate hikes. Specifically, lost revenues of $9 billion (i.e. approximately $3 billion during June-quarter and $6 billion during September-quarter) attributable to industry-wide chip shortages and pandemic-driven manufacturing delays during the second half of fiscal 2021 is expected to worsen into the first half of fiscal 2022. While there have been observed improvements to supply chain challenges, continuously robust demand for Apple products is what will drive a higher volume of lost sales in coming quarters. Nonetheless, Apple remains well-positioned for strong fundamentals ahead, which will help to alleviate some of investors’ concerns on valuation due to impending rate hikes.</p>\n<p><img src=\"https://static.tigerbbs.com/b5aa95136cfca6f95b962ea36eadab74\" tg-width=\"640\" tg-height=\"257\" width=\"100%\" height=\"auto\"></p>\n<p><i>i. Base Case Financial Projections:</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6585b165abd25fab7d171dd944d05156\" tg-width=\"640\" tg-height=\"316\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecast (Apple_-_Forecasted_Financial_Information.pdf). Please refer here for further detail on material growth assumptions applied.</span></p>\n<p>Drawing on the above considerations, our 12-month price target for the Apple stock has been revised to $209.43. This represents upside potential of more than 22% based on the last traded price of $171.14 on December 17th.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e88e904b5b900fbcdf4541d856570e2d\" tg-width=\"640\" tg-height=\"230\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p>\n<p>The revised price target is derived using a discounted cash flow (“DCF”) analysis over a ten-year discrete period in conjunction with the financial projections updated for Apple’s recent developments as analyzed in earlier sections. Similar to our original valuation analysis, we have applied a WACC of 8% to discount Apple’s projected free cash flows. The discount function is reflective of the company’s risk profile, taking into consideration its current capital structure and strong balance sheet. Apple’s cost of capital for growth is not expected to change significantly as a result of the impending rate hikes, considering a large portion of its existing debt are fixed-rate notes. The company also boasts a consistently robust net cash position, in which management intends to deploy towards additional growth without having to incur incremental capital costs ahead of interest rate increases. This is expected to further cement investors’ confidence in the Apple stock, as they continue their “flight to quality” amidst fear of broader market pressure from rising interest rates.</p>\n<p>The valuation analysis also assumes an exit multiple of 19.8x, which is consistent with current market expectations on Apple’s growth trajectory over the forecasted period. The applied exit multiple assumption could even improve further within the next 12 months, considering the impending launch of new product segments like AR/VR devices and autonomous vehicles, and offset any potential impacts from the upcoming increases to interest rates.</p>\n<p><i>i. Base Case Valuation Analysis:</i></p>\n<p><img src=\"https://static.tigerbbs.com/81f992ef8b2b59ea879f69a7b1e7ad52\" tg-width=\"640\" tg-height=\"300\" width=\"100%\" height=\"auto\"></p>\n<p><i>ii. Sensitivity Analysis:</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da8b21dae04fd263929ab26bd8d83907\" tg-width=\"640\" tg-height=\"337\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p>\n<p><b>Conclusion</b></p>\n<p>Based on the foregoing analysis, the anticipated addition of 175 to 200 basis points to the current near-zero Federal Fund Rate over the next two years is not expected to cause material adverse impacts to Apple’s performance from both a fundamental and valuation perspective. Robust global demand for Apple products and services, paired with new innovations are expected to further bolster the company’s fundamental growth prospects. This would accordingly bring additional improvements to Apple’s balance sheet, and further strengthen its position against downward valuation pressures from broader macro headwinds. In fact, increasing demand for quality growth stocks to counter risks resulting from the impending rate hikes might even fuel Apple’s valuation growth momentum. On these considerations, Apple remains one of the best-performing tech stocks to own given its robust uptrend to $3 trillion in the near-term despite impending rate hikes.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: The Strongest Shield Against Rate Hikes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: The Strongest Shield Against Rate Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 10:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4475887-apple-stock-aapl-strongest-shield-against-rate-hikes><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWith inflation running its hottest course in 40 years, the Federal Reserve has decided to accelerate the stimulus tapering schedule and prepare for raising interest rates as early as March.\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4475887-apple-stock-aapl-strongest-shield-against-rate-hikes\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4475887-apple-stock-aapl-strongest-shield-against-rate-hikes","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183475424","content_text":"Summary\n\nWith inflation running its hottest course in 40 years, the Federal Reserve has decided to accelerate the stimulus tapering schedule and prepare for raising interest rates as early as March.\nWhile rate hikes have historically deterred investors from growth stocks due to concerns over eroding valuation prospects, the Apple stock has remained largely resilient.\nApple is expected to realize additional upsides ahead, sustained by robust demand for its existing offerings and new opportunities arising from nascent technologies like AR/VR and autonomous vehicles.\nIts strong net cash position also provides sufficient dry powder to fund additional growth in coming years without incurring additional costs of capital amidst rising interest rates.\nAs such, Apple's bullish thesis remains intact as it approaches a $3 trillion valuation, despite broader market valuation risks ahead.\n\nguvendemir/iStock Unreleased via Getty Images\nAs one of the world’s best performing stocks, Apple(NASDAQ:AAPL) has gained close to 40% this year. The stock, which last peaked at $182.13 not too long ago, is currently less than 7% from being the first U.S. publicly listed company to reach a $3 trillion market value and single-handedly accounts for about 15% of the tech-heavy Nasdaq 100’s performance. Apple’s market value has grown by more than 220x since the late 1990s, buoyed by the company’s continuous ability to capture robust demand for its innovative portfolio of products and services.\nAnd Apple’s strong fundamentals are expected to help the stock defy adverse impacts from the imminent rate hikes beginning next year. With inflation running at its hottest in almost four decades, the Federal Reserve decided Wednesday that it will increase the pace at which it is dialing back on the $120 billion monthly bond repurchasing program from $15 billion per month, which began in November, to $30 billion per month. This would effectively conclude the stimulus program, put in place at the onset of the pandemic, coming March, rather than in July as initially planned. Rate hikes are expected to begin soon after to counter rising price pressures, with Federal Reserve Chair Jerome Powell affirming that the process will only begin after tapering ends and at a gradual pace. The latest dot plot indicates potential for the Federal Fund Rate to lift-off from near-zero beginning early 2022 with three quarter-point increases, plus another three in 2023 and two more in 2024. If materialized, the process would up the funds rate to 2.1% by 2024.\nSource: Bloomberg\nWhile rate hikes typically cause investors to turn risk averse due to concerns over faster erosion of value on future gains and stalled business growth due to rising costs of capital, especially for high-growth stocks, Apple gained close to 3% upon release of the Fed’s update on policy tightening. The stock closed at $179.30 on December 15th, nearing its peak of $182 on Monday. Apple’s rally, along with similar uptrends observed across other mega-cap tech stocks, accordingly drove intra-day gains of 2.4% for the Nasdaq 100 following the Federal Reserve’s update, indicating investors’ preference to park their money in companies with robust growth prospects to counter risks from the impending rate increases.\nWith the coming holiday season a boon for Apple’s December-quarter sales, the stock’s valuation is expected to enter in the $3 trillion territory sooner than expected. Continued robust demand observed across Apple’s entire product line, generous share buy-backs, and additional revenue contributions expected within the foreseeable future resulting from new, cutting-edge products will also be key catalysts to support the company’s persistently strong fundamentals and keep the stock’s valuation above $3 trillion despite the impending rate hikes. Considering recent developments to the broader market and Apple’s growth prospects, we are raising our 12-month price target for the stock to $209.43.\nFY 2021 Overview and Recap of Fundamental Prospects\nFiscal 2021 was a big year for Apple. The company’s revenues for the year grew 33% from fiscal 2020 to $366 billion, despite on-and-off store closures resulting from recurring coronavirus outbreaks and supply chain constraints that have led to more than $9 billion in lost sales. Every product and service segment achieved record-setting revenues with more than 20% growth from previous year results. Much of the year’s success were attributable to a series of new product launches and feature upgrades. The most notable of which included the 5G-enabled family of iPhone 12s and iPhone 13s, as well as the M1-powered MacBook Pro and iPad Pro.\nKey Developments in Products\niPhone sales grew by 39% this year, the most amongst other segments, and drove more than half of Apple’s fiscal 2021 revenues. The results were a stark contrast to last year’s slump in demand for the mobile device when consumers braced for pandemic-driven economic uncertainties. iPhone sales are expected to remain robust in coming years as global 5G device upgrades continue to gather pace. The likely launch of a more affordable 5G-enabled iPhone SE in 2022 is also expected to further Apple’s market share gains by attracting switchers from “more than a billion non-premium Android users”, and drive the active installed base to another all-time high. The anticipated momentum is further corroborated by iPhone sales patterns observed in recent quarters following the launch of 5G-enabled iPhone 12s and iPhone 13s, where the number of upgraders and switchers grew by strong double digits. Apple’s strong ties with cell-phone carriers is also expected to drive meaningful iPhone sales contributions in coming years. Reputable wireless carriers in the U.S. like Verizon and AT&T have already been keen on promoting the sale of 5G-enabled devices like the iPhone 12 and iPhone 13 to encourage migration to the 5G network that they have spent billions of dollars on building across the nation. Telecom companies around the world are expected to spend more than $700 billion over the next five years on building-out the 5G network, underscoring significant additional growth opportunities ahead for the iPhone segment as carriers push for the strongest multiyear upgrade cycle in a decade to recoup their investments.\nMac and iPad sales also grew significantly in fiscal 2021, reaching record revenues of $35.2 billion and $31.9 billion, respectively. Following the introduction of the all-new M1-powered iMac earlier this year, Apple also unveiled the reimagined M1-Pro / M1-Max powered MacBook Pro in October. The custom M1 processors made the newest MacBook “better than any Intel-based device for nearly every productivity use case outside of gaming”. This accordingly drove incredible demand for the portable workstation from a diverse group of consumers, ranging from professional creators and photographers to corporate users and students. The company is estimated to have shipped over 3.2 million units of Mac products during the September quarter, which drove record-setting revenues for the segment, while boosting its rank in global PC sales to fourth place amongst other vendors. The introduction of M1-processors in Apple’s computing products also bolstered its position in capitalizing on the surge in global demand for PCs and multi-purpose tablets by allowing the company to build devices with innovative features that can be seamlessly integrated across its ecosystem of peripheral accessories and services to draw adjacent revenues. With accelerated adoption of hybrid work and study arrangements in the post-pandemic era, global demand for portable workstations like PCs and multi-purpose tablets are expected to remain elevated in coming years – the sectors are expected to grow into a $224.3 billion and$600 billion market, respectively, by 2025, which makes favorable trends for Apple’s Mac and iPad segments.\nRecent speculations on Apple’s intentions to strengthen its in-house chip development capacity will likely further the advancement of its technologies offered in coming years and draw additional demand to its products. The company is currently looking for engineers to build-out its capacity in the development of “wireless radios, radio-frequency integrated circuits, and a wireless system-on-chip (“SoC”)”, as well as “semiconductors for connecting Bluetooth and Wi-Fi”. These developments are expected to further enhance seamless integration across Apple’s devices and increase stickiness to its ecosystem of product and service offerings, making its chip unit one of the company’s “most prized assets”.\nKey Developments in Services\nOn the services front, a strong subscriber base had enabled the segment to hit record-setting revenues of more than $68.4 billion in fiscal 2021, up 27% from the prior year. To date, Apple has garnered more than 745 million paid subscribers across its high-margin service offerings, representing a five-fold increase over the last five years. Apple’s increasing push for a subscription-based business model across its wide variety of service platforms, ranging from Apple Music to iCloud storage solutions, paired with attractive new offerings that address key consumer trends in recent years have been a key driver to the company’s fast-expanding margins. New exciting add-on features introduced for existing service platforms include Spatial Audio and Lossless Audiofor Apple Music and the Apple Music Voice Plan. The new subscription-based offerings are expected to further Apple’s reach to adjacent opportunities stemming from increasing global usage of smartphones, laptops and other advanced home electronic products – for instance, the global music streaming market is expected to expand at a CAGR of 16% towards a projected value of $61 billion over the next five years, underscoring significant growth headroom for Apple Music. And Apple’s latest introduction of the Apple One bundle is expected to be a key contributor to furthering service segment sales in coming years by attracting new users to pay for subscription services that they otherwise would not have had it not been for the bundle discounts.\nContinued growth in market demand for mobile applications will also be a boon to Apple’s fast-growing services segment. The global market for mobile applications is expected to grow at a CAGR of 18.4% and reach a market value of more than $400 billion over the next five years. With AAPL hosting one of the largest and most used app stores in the world, it would be reasonable to assume that related revenues would grow at a similar pace. Despite mounting global regulatory scrutiny over Apple’s alleged antitrust violations with its App Store – the most notable of which stemming from an ongoing legal battle with Epic Games– the company’s continued focus on ensuring user privacy, security, and ease of transactions might have saved the day. According to a survey of 4,000 Apple product users performed by Morgan Stanley across the U.S. and China, most have indicated loyalty to Apple’s App store due to the “value of security, privacy and ease of transactions” provided, despite developers pushing for rights to transact outside of Apple’s ecosystem. Apple’s recent success in delaying App Store changes ordered by U.S. District Judge Yvonne Gonzalez Rogers in September as part of a year-long lawsuit brought against by Epic Games is another sign of the App Store’s continued strength. The company has argued that the court-mandated order to allow App Store users to “buy directly from developers on the web” would be a threat to the security of their privacy.\nCurrently, developers are fighting for their rights to have app users transact outside of Apple’s ecosystem, which charges developers a hefty commission fee of up to 30% on all purchases. As Apple continues with its appeal of the ruling, the ultimate court decision on whether App Store changes would need to be implemented could take at least another year. But even with an unfavorable ruling, where Apple would have to allow developers to redirect users to payments outside of its ecosystem and/or lower its in-app purchase commission rate, App Store revenues are only expected to decrease by at most $4 billion per year which will not place a material impact on its valuation prospects. The actual quantified impact might even be less than what the market has forecasted, considering the value that App Store users have ascribed to the level of security and convenience that Apple has offered through the platform.\nKey Catalysts Ahead\nApple is undoubtedly a key gateway to bringing emerging technologies to the mainstream due to its massive installed base of devices and related service platform users. And because of this, the highly anticipated launch of cutting-edge products like AR/VR headsets and autonomous vehicles in coming years will likely catapult the stock to new heights. The pioneer of disruptive consumer electronics and devices is expected to launch a VR headset and AR glasses by early 2023, a nascent technology that has been picking up steam in recent months with increasing talks of the metaverse. Similar to most VR headsets already available in the market, Apple’s will feature a 3D display to enable an immersive environment for a variety of activities from gaming to communicating. The differentiating factor will be the company’s plans to implement best-in-class graphics chips in the device to facilitate ultra-high-resolution displays. The impending VR headset will ultimately lay the foundation for its AR glasses, which Apple expects to be the “larger opportunity”.\nOver the next five years, opportunities pertaining to the metaverse are expected to blossom into an $800 billion market. Related software and service sales are expected to drive more than 70% of the projected addressable market, while the remainder will likely be driven by hardware sales. This makes strong tailwinds for Apple, which does not only stand to capitalize on growing metaverse opportunities through the sale of its impending AR/VR headset, but also adjacent revenues pertaining to the usage of related apps, software and service platforms.\nSpeculations on Apple’s ongoing development of a self-driving electric car is also expected to materialize into meaningful upsides for the stock within the foreseeable future. The company is now planning to launch the new product category by 2025, at which time the global autonomous vehicle market is expected to reach a value of more than $200 billion. The eventual car will likely feature homages to its existing product portfolio, like an “iPad-like touch screen” infotainment system. And on the technology front, Apple is believed to have completed the development of a custom silicon for powering the vehicle’s autonomous driving capabilities. The newest chips will soon be implemented into its existing fleet of retrofitted SUVs for testing in California according to the state’s DMV, a sign that the impending launch is near.\nWhile Apple’s current market value may already be reflective of “consistent material revenue contributions from new products and services over time”, additional upsides from the above-mentioned new product category launches are still missing. But this will likely change within the next 12 months as the impending launch of an Apple AR/VR device draws near. Near-term projections on early AR/VR device sales are expected to boost Apple’s valuation by at least $150 billion. And over time when metaverse trends continue to gain mainstream traction, Apple is expected to generate more than $200 billion in annual revenues from the AR/VR segment, which could add another 15% on top of its current market value.\nValuation Prospects and Potential Impacts from the Impending Rate Increases\nAdjusting our most recent forecast for Apple’s fiscal 2021 year-end results and December-quarter guidance, our base case projection estimates total net sales of $439.3 billion by the end of fiscal 2022, with further growth towards $668.5 billion by fiscal 2026. The growth assumptions applied across segment revenues in our forecast remains largely unchanged from our most recent analysis on the stock, with additional consideration for management’s near-term outlook on supply constraint impacts and the impending rate hikes. Specifically, lost revenues of $9 billion (i.e. approximately $3 billion during June-quarter and $6 billion during September-quarter) attributable to industry-wide chip shortages and pandemic-driven manufacturing delays during the second half of fiscal 2021 is expected to worsen into the first half of fiscal 2022. While there have been observed improvements to supply chain challenges, continuously robust demand for Apple products is what will drive a higher volume of lost sales in coming quarters. Nonetheless, Apple remains well-positioned for strong fundamentals ahead, which will help to alleviate some of investors’ concerns on valuation due to impending rate hikes.\n\ni. Base Case Financial Projections:\nSource: Author, with data from our internal financial forecast (Apple_-_Forecasted_Financial_Information.pdf). Please refer here for further detail on material growth assumptions applied.\nDrawing on the above considerations, our 12-month price target for the Apple stock has been revised to $209.43. This represents upside potential of more than 22% based on the last traded price of $171.14 on December 17th.\nSource: Author, with data from our internal valuation analysis.\nThe revised price target is derived using a discounted cash flow (“DCF”) analysis over a ten-year discrete period in conjunction with the financial projections updated for Apple’s recent developments as analyzed in earlier sections. Similar to our original valuation analysis, we have applied a WACC of 8% to discount Apple’s projected free cash flows. The discount function is reflective of the company’s risk profile, taking into consideration its current capital structure and strong balance sheet. Apple’s cost of capital for growth is not expected to change significantly as a result of the impending rate hikes, considering a large portion of its existing debt are fixed-rate notes. The company also boasts a consistently robust net cash position, in which management intends to deploy towards additional growth without having to incur incremental capital costs ahead of interest rate increases. This is expected to further cement investors’ confidence in the Apple stock, as they continue their “flight to quality” amidst fear of broader market pressure from rising interest rates.\nThe valuation analysis also assumes an exit multiple of 19.8x, which is consistent with current market expectations on Apple’s growth trajectory over the forecasted period. The applied exit multiple assumption could even improve further within the next 12 months, considering the impending launch of new product segments like AR/VR devices and autonomous vehicles, and offset any potential impacts from the upcoming increases to interest rates.\ni. Base Case Valuation Analysis:\n\nii. Sensitivity Analysis:\nSource: Author, with data from our internal valuation analysis.\nConclusion\nBased on the foregoing analysis, the anticipated addition of 175 to 200 basis points to the current near-zero Federal Fund Rate over the next two years is not expected to cause material adverse impacts to Apple’s performance from both a fundamental and valuation perspective. Robust global demand for Apple products and services, paired with new innovations are expected to further bolster the company’s fundamental growth prospects. This would accordingly bring additional improvements to Apple’s balance sheet, and further strengthen its position against downward valuation pressures from broader macro headwinds. In fact, increasing demand for quality growth stocks to counter risks resulting from the impending rate hikes might even fuel Apple’s valuation growth momentum. On these considerations, Apple remains one of the best-performing tech stocks to own given its robust uptrend to $3 trillion in the near-term despite impending rate hikes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605394840,"gmtCreate":1639110079076,"gmtModify":1639110079841,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605394840","repostId":"2190874645","repostType":4,"repost":{"id":"2190874645","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1639091820,"share":"https://www.laohu8.com/m/news/2190874645?lang=&edition=full","pubTime":"2021-12-10 07:17","market":"us","language":"en","title":"Costco profit beats estimates, but sales miss","url":"https://stock-news.laohu8.com/highlight/detail?id=2190874645","media":"Dow Jones","summary":"Costco Wholesale Corp. on Thursday reported first-quarter profit that beat Wall Street expectations ","content":"<p>Costco Wholesale Corp. on Thursday reported first-quarter profit that beat Wall Street expectations but sales that fell short of analysts' forecasts.</p>\n<p>The company reported first-quarter net income of $1.32 billion, or $2.98 a share, compared with $1.17 billion, or $2.62 a share, in the year-ago period. Revenue increased to $49.42 billion from $42.35 billion in the year-ago quarter. Comparable-store sales rose 15% overall in the quarter, lower than analysts' expectation of 15.1%.</p>\n<p>Analysts surveyed by FactSet had forecast earnings of $1.15 billion, or $2.62 a share, on revenue of $49.65 billion.</p>\n<p>Costco shares <a href=\"https://laohu8.com/S/COST\">$(COST)$</a> bounced between slight losses and gains in after-hours trading immediately after the report was released. </p>\n<p><img src=\"https://static.tigerbbs.com/c78b4fe406ec086fccd8b76275ff27da\" tg-width=\"743\" tg-height=\"605\" width=\"100%\" height=\"auto\"></p>\n<p>They had declined about 1% in the regular session to close at $524.33. The company's stock has risen about 40% so far this year, compared with the S&amp;P 500 index's 25% increase in the same period.</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>Costco profit beats estimates, but sales miss</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\">\nCostco profit beats estimates, but sales miss\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-12-10 07:17</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Costco Wholesale Corp. on Thursday reported first-quarter profit that beat Wall Street expectations but sales that fell short of analysts' forecasts.</p>\n<p>The company reported first-quarter net income of $1.32 billion, or $2.98 a share, compared with $1.17 billion, or $2.62 a share, in the year-ago period. Revenue increased to $49.42 billion from $42.35 billion in the year-ago quarter. Comparable-store sales rose 15% overall in the quarter, lower than analysts' expectation of 15.1%.</p>\n<p>Analysts surveyed by FactSet had forecast earnings of $1.15 billion, or $2.62 a share, on revenue of $49.65 billion.</p>\n<p>Costco shares <a href=\"https://laohu8.com/S/COST\">$(COST)$</a> bounced between slight losses and gains in after-hours trading immediately after the report was released. </p>\n<p><img src=\"https://static.tigerbbs.com/c78b4fe406ec086fccd8b76275ff27da\" tg-width=\"743\" tg-height=\"605\" width=\"100%\" height=\"auto\"></p>\n<p>They had declined about 1% in the regular session to close at $524.33. The company's stock has risen about 40% so far this year, compared with the S&amp;P 500 index's 25% increase in the same period.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COST":"好市多"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190874645","content_text":"Costco Wholesale Corp. on Thursday reported first-quarter profit that beat Wall Street expectations but sales that fell short of analysts' forecasts.\nThe company reported first-quarter net income of $1.32 billion, or $2.98 a share, compared with $1.17 billion, or $2.62 a share, in the year-ago period. Revenue increased to $49.42 billion from $42.35 billion in the year-ago quarter. Comparable-store sales rose 15% overall in the quarter, lower than analysts' expectation of 15.1%.\nAnalysts surveyed by FactSet had forecast earnings of $1.15 billion, or $2.62 a share, on revenue of $49.65 billion.\nCostco shares $(COST)$ bounced between slight losses and gains in after-hours trading immediately after the report was released. \n\nThey had declined about 1% in the regular session to close at $524.33. The company's stock has risen about 40% so far this year, compared with the S&P 500 index's 25% increase in the same period.","news_type":1},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876898467,"gmtCreate":1637288256853,"gmtModify":1637288256982,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876898467","repostId":"1134370675","repostType":4,"repost":{"id":"1134370675","pubTimestamp":1637231436,"share":"https://www.laohu8.com/m/news/1134370675?lang=&edition=full","pubTime":"2021-11-18 18:30","market":"us","language":"en","title":"Forget Nvidia. This Is the $57 Billion Metaverse Opportunity—in an Unexpected Sector.","url":"https://stock-news.laohu8.com/highlight/detail?id=1134370675","media":"Barrons","summary":"The prospect of future industries revolving around the metaverse—virtual worlds—has received a lot of attention.After all, social-media giant Facebook  changed its name to Meta last month to reflect its ambitions to build the metaverse, where augmented and virtual reality will allow users to interact in online worlds that include games and shopping.Nvidia , the computer-chip powerhouse, unveiled new software and computing tools last week as it firmed up its own competitive push into virtual worl","content":"<p>The prospect of future industries revolving around the metaverse—virtual worlds—has received a lot of attention.</p>\n<p>After all, social-media giant&nbsp;Facebook&nbsp;(ticker: FB) changed its name to Meta last month to reflect its ambitions to build the metaverse, where augmented and virtual reality will allow users to interact in online worlds that include games and shopping.</p>\n<p>Nvidia&nbsp;(NVDA), the computer-chip powerhouse, unveiled new software and computing tools last week as it firmed up its own competitive push into virtual worlds, which it calls the Omniverse. Its innovations include a platform for generating artificially intelligent avatars, and a computer engine that will help train the deep neural networks that make up AI.</p>\n<p>Optimism over Nvidia and the metaverse has helped the stock surge in recent weeks, and that was set to continue Thursday after the company posted strong third-quarter earnings. CEO Jensen Huang didn’t skip an opportunity to talk about the company’s future in virtual worlds, outlining how “Omniverse brings together Nvidia’s expertise in AI, simulation, graphics and computing infrastructure.”</p>\n<p>“This is the tip of the iceberg of what’s to come,” Huang said in a statement with the company’s earnings Wednesday.</p>\n<p>Virtual worlds have never been more real. And while investors inclined to get ahead of the trend may be looking immediately at the high-tech stocks powering the future of the metaverse, the opportunities are in fact far more diverse.</p>\n<p>The luxury sector is one of them.</p>\n<p>Digital assets could constitute 10% of the addressable market in luxury goods by 2030, representing a €50 billion ($57 billion) revenue opportunity and increasing industry earnings by up to 25%, according to new research from Morgan Stanley.</p>\n<p>“Today, people spend more time interacting with their friends on social media and in gaming platforms than in real life in the developed world,” said the team at the bank, led by Edward Stanley, Edouard Aubin, and Elena Mariani. “As more aspects of people’s lives move to the internet, demand for digital fashion and luxury goods is set to increase dramatically in the coming years,” the team added.</p>\n<p>There are fundamentally two different branches of metaverse opportunities for luxury companies.</p>\n<p>The first is in gaming—particularly videogames that are social and have a lot of emphasis on player image. Allowing users to pay to add luxury products to their online avatar, including through revenue-sharing agreements with developers, is on the rise, according to Morgan Stanley. Tangential to games are online events, such as music festivals, which have the potential to reach a massive audience of young consumers. Along with luxury brands, beneficiaries of the events trend include the likes of&nbsp;Universal Music Group&nbsp; (UMS.Netherlands).</p>\n<p>The second metaverse opportunity is in nonfungible tokens (NFTs), which are tokenized versions of digital media that are hosted, and traded, on the blockchain—the decentralized ledger technology underpinning cryptocurrencies such as&nbsp;Bitcoin&nbsp;and&nbsp;Ether.Luxury companies can sell exclusive versions of their digital products for a hefty price tag: Dolce &amp; Gabbana sold nine NFTs for $5.7 million, according to the bank’s research. NFTs are only growing in popularity.</p>\n<p>Each addressable market should contribute a similar sales boost to the luxury sector in a bull case, according to Morgan Stanley, but NFTs are likely to be more profitable.</p>\n<p>“While gaming collaborations are, we argue, more advanced in their ability to generate revenue and a wider halo effect for the industry, NFTs present a more material EBIT upside opportunity over the remainder of the decade,” said the team at the bank. Gaming collaborations could constitute 40% of metaverse revenue by 2030, but only 20% of profits.</p>\n<p>While revenue from digital mediums remains negligible for luxury brands, the opportunities are only increasing, according to Morgan Stanley. While the metaverse will take years to develop, and there remain risks to its long-term future, social gaming and NFTs are near-term plays.</p>\n<p>The whole luxury sector is likely to benefit from these trends, but some companies are better positioned than others. Namely, “soft luxury” brands—which make ready-to-wear items such as leather goods and shoes—are in a better spot than “hard luxury” groups specializing in the likes of jewelry and watches.</p>\n<p>And if it’s true that users will be more inclined to wear designer leather jackets than Rolexes in the metaverse, the Morgan Stanley team has a winning stock pick:Kering&nbsp;(KER.France).</p>\n<p>The French luxury-goods group owns brands including Gucci, Balenciaga, Yves Saint Laurent, Alexander McQueen, and others. It’s the best-placed given the brands’ demographic, as well as the company’s head start in innovative digital collaborations, according to the bank.</p>\n<p>Balenciaga, for instance, has a new partnership for in-game merchandise in the online game <i>Fortnite</i>. Users can buy real-world clothing lines and see an in-game billboard that has also appeared concurrently in New York, London, Tokyo, and Seoul.</p>\n<p>Gucci, on its part, has a collaboration with online gaming and game creation platform&nbsp;Roblox&nbsp;(RBLX) allowing players to purchase virtual products. There was so much hype to buy a virtual Gucci purse that it resold within the online marketplace for more money than its real-world counterpart, according to Morgan Stanley.</p>\n<p>Shares in Kering, which are also traded in U.S. over-the-counter markets, have climbed more than 25% this year.</p>\n<p>“Metaverse is not just some futuristic idea. Early versions already exist,” the team at Morgan Stanley said. “It offers a big opportunity for digital-only brands. But luxury brands, with their vast intellectual property built over decades, are set to be amongst the main beneficiaries,” it added.</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>Forget Nvidia. This Is the $57 Billion Metaverse Opportunity—in an Unexpected Sector.</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\">\nForget Nvidia. This Is the $57 Billion Metaverse Opportunity—in an Unexpected Sector.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-18 18:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/metaverse-opportunity-luxury-goods-51637166689?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The prospect of future industries revolving around the metaverse—virtual worlds—has received a lot of attention.\nAfter all, social-media giant Facebook (ticker: FB) changed its name to Meta last month...</p>\n\n<a href=\"https://www.barrons.com/articles/metaverse-opportunity-luxury-goods-51637166689?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation","PPRUF":"Kering SA","NVDA":"英伟达","UMGNF":"UNIVERSAL MUSIC GROUP"},"source_url":"https://www.barrons.com/articles/metaverse-opportunity-luxury-goods-51637166689?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134370675","content_text":"The prospect of future industries revolving around the metaverse—virtual worlds—has received a lot of attention.\nAfter all, social-media giant Facebook (ticker: FB) changed its name to Meta last month to reflect its ambitions to build the metaverse, where augmented and virtual reality will allow users to interact in online worlds that include games and shopping.\nNvidia (NVDA), the computer-chip powerhouse, unveiled new software and computing tools last week as it firmed up its own competitive push into virtual worlds, which it calls the Omniverse. Its innovations include a platform for generating artificially intelligent avatars, and a computer engine that will help train the deep neural networks that make up AI.\nOptimism over Nvidia and the metaverse has helped the stock surge in recent weeks, and that was set to continue Thursday after the company posted strong third-quarter earnings. CEO Jensen Huang didn’t skip an opportunity to talk about the company’s future in virtual worlds, outlining how “Omniverse brings together Nvidia’s expertise in AI, simulation, graphics and computing infrastructure.”\n“This is the tip of the iceberg of what’s to come,” Huang said in a statement with the company’s earnings Wednesday.\nVirtual worlds have never been more real. And while investors inclined to get ahead of the trend may be looking immediately at the high-tech stocks powering the future of the metaverse, the opportunities are in fact far more diverse.\nThe luxury sector is one of them.\nDigital assets could constitute 10% of the addressable market in luxury goods by 2030, representing a €50 billion ($57 billion) revenue opportunity and increasing industry earnings by up to 25%, according to new research from Morgan Stanley.\n“Today, people spend more time interacting with their friends on social media and in gaming platforms than in real life in the developed world,” said the team at the bank, led by Edward Stanley, Edouard Aubin, and Elena Mariani. “As more aspects of people’s lives move to the internet, demand for digital fashion and luxury goods is set to increase dramatically in the coming years,” the team added.\nThere are fundamentally two different branches of metaverse opportunities for luxury companies.\nThe first is in gaming—particularly videogames that are social and have a lot of emphasis on player image. Allowing users to pay to add luxury products to their online avatar, including through revenue-sharing agreements with developers, is on the rise, according to Morgan Stanley. Tangential to games are online events, such as music festivals, which have the potential to reach a massive audience of young consumers. Along with luxury brands, beneficiaries of the events trend include the likes of Universal Music Group  (UMS.Netherlands).\nThe second metaverse opportunity is in nonfungible tokens (NFTs), which are tokenized versions of digital media that are hosted, and traded, on the blockchain—the decentralized ledger technology underpinning cryptocurrencies such as Bitcoin and Ether.Luxury companies can sell exclusive versions of their digital products for a hefty price tag: Dolce & Gabbana sold nine NFTs for $5.7 million, according to the bank’s research. NFTs are only growing in popularity.\nEach addressable market should contribute a similar sales boost to the luxury sector in a bull case, according to Morgan Stanley, but NFTs are likely to be more profitable.\n“While gaming collaborations are, we argue, more advanced in their ability to generate revenue and a wider halo effect for the industry, NFTs present a more material EBIT upside opportunity over the remainder of the decade,” said the team at the bank. Gaming collaborations could constitute 40% of metaverse revenue by 2030, but only 20% of profits.\nWhile revenue from digital mediums remains negligible for luxury brands, the opportunities are only increasing, according to Morgan Stanley. While the metaverse will take years to develop, and there remain risks to its long-term future, social gaming and NFTs are near-term plays.\nThe whole luxury sector is likely to benefit from these trends, but some companies are better positioned than others. Namely, “soft luxury” brands—which make ready-to-wear items such as leather goods and shoes—are in a better spot than “hard luxury” groups specializing in the likes of jewelry and watches.\nAnd if it’s true that users will be more inclined to wear designer leather jackets than Rolexes in the metaverse, the Morgan Stanley team has a winning stock pick:Kering (KER.France).\nThe French luxury-goods group owns brands including Gucci, Balenciaga, Yves Saint Laurent, Alexander McQueen, and others. It’s the best-placed given the brands’ demographic, as well as the company’s head start in innovative digital collaborations, according to the bank.\nBalenciaga, for instance, has a new partnership for in-game merchandise in the online game Fortnite. Users can buy real-world clothing lines and see an in-game billboard that has also appeared concurrently in New York, London, Tokyo, and Seoul.\nGucci, on its part, has a collaboration with online gaming and game creation platform Roblox (RBLX) allowing players to purchase virtual products. There was so much hype to buy a virtual Gucci purse that it resold within the online marketplace for more money than its real-world counterpart, according to Morgan Stanley.\nShares in Kering, which are also traded in U.S. over-the-counter markets, have climbed more than 25% this year.\n“Metaverse is not just some futuristic idea. Early versions already exist,” the team at Morgan Stanley said. “It offers a big opportunity for digital-only brands. But luxury brands, with their vast intellectual property built over decades, are set to be amongst the main beneficiaries,” it added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873163428,"gmtCreate":1636886550346,"gmtModify":1636886550433,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873163428","repostId":"2183048212","repostType":4,"repost":{"id":"2183048212","pubTimestamp":1636849896,"share":"https://www.laohu8.com/m/news/2183048212?lang=&edition=full","pubTime":"2021-11-14 08:31","market":"us","language":"en","title":"3 Stocks That Could Win Big Under Biden's Infrastructure Bill","url":"https://stock-news.laohu8.com/highlight/detail?id=2183048212","media":"Motley Fool","summary":"These stocks should benefit as the infrastructure bill becomes law.","content":"<p>After lots of debate and delay, the infrastructure bill is on its way to President Joe Biden, who will sign it into law. The $1 trillion spending package will provide funding for roads, bridges, ports, rail, water, the electric grid, broadband internet, and so much more. It should provide a significant long-term boost to the U.S. economy.</p>\n<p>The spending package should also boost the fortunes of companies focused on infrastructure. Three infrastructure stocks that these Fool.com contributors see as big beneficiaries are <b>Cleveland-Cliffs</b> (NYSE:CLF), <b>Xcel Energy</b> (NASDAQ:XEL), and <b>United Rentals</b> (NYSE:URI). Here's why they could be long-term winners as the U.S. makes a major investment to upgrade its aging infrastructure.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ed6f19bc20b7a6d442c4931d0f1a863\" tg-width=\"700\" tg-height=\"326\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h1>Leveraged to increased demand</h1>\n<p><b>Reuben Gregg Brewer (Cleveland-Cliffs):</b> Over the past couple of years Cleveland-Cliffs&nbsp;has turned itself from a steel industry supplier into an integrated steelmaker that also sells key competitors iron ore pellets and other steelmaking inputs. Its core steelmaking assets are largely blast furnaces, which create primary steel from iron ore. This is a capital-intensive process that requires high utilization rates in order to turn a profit. But, if the infrastructure bill heats up demand, that shouldn't be a big issue. Notably, when operating at high rates, blast furnaces are often more profitable than the electric arc mini-mills that underpin competitors like <b>Nucor</b>.</p>\n<p>At the same time as its mills are doing well, Cleveland-Cliffs could also be benefiting from increased demand for its steelmaking ingredients. Basically, Cleveland-Cliffs wins and wins again as its customers, which are also its steelmaking peers, benefit. It is, thus, heavily leveraged to the elevated steel demand likely to come from increased infrastructure spending.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9660e719fe1969506e73654f5e8af412\" tg-width=\"720\" tg-height=\"483\" width=\"100%\" height=\"auto\"><span>CLF Debt to Equity Ratio data by YCharts</span></p>\n<p>To be fair, this isn't exactly news to Wall Street. Cleveland-Cliffs' stock is the best-performing North American steel mill over the past year. However, thanks to the mergers used to create it, the steelmaker also has the most leverage, with a debt-to-equity ratio of 1.3 times, twice as high as the next competitor. But a good industry upturn can help generate the cash it needs to deal with its relatively weak balance sheet. And, even if the stock doesn't continue to outdistance its peers, it will have the opportunity to strengthen its industry position just the same.</p>\n<h2>Aligning its investment plan with the infrastructure bill</h2>\n<p><b>Matt DiLallo&nbsp;(Xcel Energy):</b>&nbsp;The infrastructure package includes significant funding for the energy transition to cleaner alternatives. For example, it features $7.5 billion for electric vehicle (EV) charging stations and another $65 billion to improve the reliability and resiliency of the electric grid. The bill will also boost lower-carbon fuel sources like green hydrogen.&nbsp;</p>\n<p>That aligns perfectly with Xcel Energy's investment plan. The&nbsp;utility&nbsp;has committed to achieving net-zero carbon emissions by 2050 and is investing billions of dollars to achieve that bold goal.&nbsp;&nbsp;</p>\n<p>In addition to investing heavily in&nbsp;renewable energy, Xcel Energy is spending billions of dollars on upgrading its transmission system. It's also building EV infrastructure, including installing charging stations in major transportation corridors and underserved communities. It sees the potential to invest $750 million on EV charging infrastructure in the 2022 to 2026 time frame and upward of an additional $1.7 billion in the back half of the decade. Meanwhile, it sees significant potential in hydrogen. The company said it could invest up to $4 billion over the coming decade on hydrogen-related projects to blend that emissions-free fuel into its natural gas system. </p>\n<p>The infrastructure bill should enhance Xcel's ability to make these investments. The company could tap into government-funded programs from the infrastructure bill to support its spending plans. That could enable it to achieve its decarbonization efforts while creating significant value for shareholders by growing its earnings and dividend.&nbsp; &nbsp;</p>\n<h2>Winning even before infrastructure spending kicks off</h2>\n<p><b>Neha Chamaria</b> <b>(United Rentals):</b> Biden's $1.2 trillion infrastructure bill proposes huge investments into building roads, bridges, airports, ports, and clean energy. United Rentals' huge rental fleet serves all of these industries, and more. In fact, construction is at the core of United Rentals' business, with its general rentals segment offering construction and industrial equipment and its trench, power, and fluid solutions segment offering specialty construction products and services.</p>\n<p>As federal spending on infrastructure picks up, so should demand for heavy machinery like the ones United Rentals rents out. In fact, the company is already witnessing higher demand even before federal spending kicks off: In October while announcing its third-quarter numbers, United Rentals raised the upper end of its 2021 revenue outlook to between $9.6 billion and $9.75 billion, and expects to generate cash from operations worth $3.55 billion at the midpoint versus its earlier projection of $3.45 billion. Growth of 22% in its third-quarter rental revenue encouraged United Rentals to upgrade its outlook.</p>\n<p>As the largest equipment rentals company in North America with 13% market share, with a fleet of nearly 770,000 machines, presence in 49 states in the U.S., a highly diversified customer base, and an acquisitive growth strategy to expand its footprint, United Rentals looks well positioned to win as infrastructure spending in the U.S. gathers steam.</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 Stocks That Could Win Big Under Biden's Infrastructure Bill</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 Stocks That Could Win Big Under Biden's Infrastructure Bill\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-14 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/13/3-stocks-that-could-win-big-under-bidens-infrastru/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After lots of debate and delay, the infrastructure bill is on its way to President Joe Biden, who will sign it into law. The $1 trillion spending package will provide funding for roads, bridges, ports...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/13/3-stocks-that-could-win-big-under-bidens-infrastru/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"URI":"联合租赁","CLF":"克利夫兰克里夫","XEL":"埃克西尔能源"},"source_url":"https://www.fool.com/investing/2021/11/13/3-stocks-that-could-win-big-under-bidens-infrastru/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183048212","content_text":"After lots of debate and delay, the infrastructure bill is on its way to President Joe Biden, who will sign it into law. The $1 trillion spending package will provide funding for roads, bridges, ports, rail, water, the electric grid, broadband internet, and so much more. It should provide a significant long-term boost to the U.S. economy.\nThe spending package should also boost the fortunes of companies focused on infrastructure. Three infrastructure stocks that these Fool.com contributors see as big beneficiaries are Cleveland-Cliffs (NYSE:CLF), Xcel Energy (NASDAQ:XEL), and United Rentals (NYSE:URI). Here's why they could be long-term winners as the U.S. makes a major investment to upgrade its aging infrastructure.\nImage source: Getty Images.\nLeveraged to increased demand\nReuben Gregg Brewer (Cleveland-Cliffs): Over the past couple of years Cleveland-Cliffs has turned itself from a steel industry supplier into an integrated steelmaker that also sells key competitors iron ore pellets and other steelmaking inputs. Its core steelmaking assets are largely blast furnaces, which create primary steel from iron ore. This is a capital-intensive process that requires high utilization rates in order to turn a profit. But, if the infrastructure bill heats up demand, that shouldn't be a big issue. Notably, when operating at high rates, blast furnaces are often more profitable than the electric arc mini-mills that underpin competitors like Nucor.\nAt the same time as its mills are doing well, Cleveland-Cliffs could also be benefiting from increased demand for its steelmaking ingredients. Basically, Cleveland-Cliffs wins and wins again as its customers, which are also its steelmaking peers, benefit. It is, thus, heavily leveraged to the elevated steel demand likely to come from increased infrastructure spending.\nCLF Debt to Equity Ratio data by YCharts\nTo be fair, this isn't exactly news to Wall Street. Cleveland-Cliffs' stock is the best-performing North American steel mill over the past year. However, thanks to the mergers used to create it, the steelmaker also has the most leverage, with a debt-to-equity ratio of 1.3 times, twice as high as the next competitor. But a good industry upturn can help generate the cash it needs to deal with its relatively weak balance sheet. And, even if the stock doesn't continue to outdistance its peers, it will have the opportunity to strengthen its industry position just the same.\nAligning its investment plan with the infrastructure bill\nMatt DiLallo (Xcel Energy): The infrastructure package includes significant funding for the energy transition to cleaner alternatives. For example, it features $7.5 billion for electric vehicle (EV) charging stations and another $65 billion to improve the reliability and resiliency of the electric grid. The bill will also boost lower-carbon fuel sources like green hydrogen. \nThat aligns perfectly with Xcel Energy's investment plan. The utility has committed to achieving net-zero carbon emissions by 2050 and is investing billions of dollars to achieve that bold goal.  \nIn addition to investing heavily in renewable energy, Xcel Energy is spending billions of dollars on upgrading its transmission system. It's also building EV infrastructure, including installing charging stations in major transportation corridors and underserved communities. It sees the potential to invest $750 million on EV charging infrastructure in the 2022 to 2026 time frame and upward of an additional $1.7 billion in the back half of the decade. Meanwhile, it sees significant potential in hydrogen. The company said it could invest up to $4 billion over the coming decade on hydrogen-related projects to blend that emissions-free fuel into its natural gas system. \nThe infrastructure bill should enhance Xcel's ability to make these investments. The company could tap into government-funded programs from the infrastructure bill to support its spending plans. That could enable it to achieve its decarbonization efforts while creating significant value for shareholders by growing its earnings and dividend.   \nWinning even before infrastructure spending kicks off\nNeha Chamaria (United Rentals): Biden's $1.2 trillion infrastructure bill proposes huge investments into building roads, bridges, airports, ports, and clean energy. United Rentals' huge rental fleet serves all of these industries, and more. In fact, construction is at the core of United Rentals' business, with its general rentals segment offering construction and industrial equipment and its trench, power, and fluid solutions segment offering specialty construction products and services.\nAs federal spending on infrastructure picks up, so should demand for heavy machinery like the ones United Rentals rents out. In fact, the company is already witnessing higher demand even before federal spending kicks off: In October while announcing its third-quarter numbers, United Rentals raised the upper end of its 2021 revenue outlook to between $9.6 billion and $9.75 billion, and expects to generate cash from operations worth $3.55 billion at the midpoint versus its earlier projection of $3.45 billion. Growth of 22% in its third-quarter rental revenue encouraged United Rentals to upgrade its outlook.\nAs the largest equipment rentals company in North America with 13% market share, with a fleet of nearly 770,000 machines, presence in 49 states in the U.S., a highly diversified customer base, and an acquisitive growth strategy to expand its footprint, United Rentals looks well positioned to win as infrastructure spending in the U.S. gathers steam.","news_type":1},"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870837050,"gmtCreate":1636598823582,"gmtModify":1636598862816,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>♥️","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>♥️","text":"$SoFi Technologies Inc.(SOFI)$♥️","images":[{"img":"https://static.tigerbbs.com/8a0385a95b588728b0880ea41307b1d9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870837050","isVote":1,"tweetType":1,"viewCount":926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":847482493,"gmtCreate":1636545827271,"gmtModify":1636545827595,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>Buy on dip ♥️♥️","listText":"<a href=\"https://laohu8.com/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>Buy on dip ♥️♥️","text":"$Upstart Holdings, Inc.(UPST)$Buy on dip ♥️♥️","images":[{"img":"https://static.tigerbbs.com/6066170fa758781ec45873b81b682c11","width":"1080","height":"3900"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847482493","isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":844217966,"gmtCreate":1636430255035,"gmtModify":1636430255332,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PATH\">$UiPath(PATH)$</a>♥️","listText":"<a href=\"https://laohu8.com/S/PATH\">$UiPath(PATH)$</a>♥️","text":"$UiPath(PATH)$♥️","images":[{"img":"https://static.tigerbbs.com/8b7793a8afe288cca605cd463d48dbcd","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844217966","isVote":1,"tweetType":1,"viewCount":735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":842696551,"gmtCreate":1636167468967,"gmtModify":1636167469275,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a>😭","listText":"<a href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a>😭","text":"$KraneShares CSI China Internet ETF(KWEB)$😭","images":[{"img":"https://static.tigerbbs.com/0ef06359e928ce5eb9112068f07ce522","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842696551","isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":846274364,"gmtCreate":1636091381775,"gmtModify":1636091584681,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PATH\">$UiPath(PATH)$</a>👍","listText":"<a href=\"https://laohu8.com/S/PATH\">$UiPath(PATH)$</a>👍","text":"$UiPath(PATH)$👍","images":[{"img":"https://static.tigerbbs.com/f436df79cdc4580ba1ae000fae1e3c6e","width":"1080","height":"3900"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846274364","isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":846397940,"gmtCreate":1636046578779,"gmtModify":1636046579095,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>👍","listText":"<a href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>👍","text":"$Amazon.com(AMZN)$👍","images":[{"img":"https://static.tigerbbs.com/d36fd12b49b5240b7b8a6fbf1d16a260","width":"1080","height":"3801"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846397940","isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":846394083,"gmtCreate":1636046496552,"gmtModify":1636046496843,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PATH\">$UiPath(PATH)$</a>👍","listText":"<a href=\"https://laohu8.com/S/PATH\">$UiPath(PATH)$</a>👍","text":"$UiPath(PATH)$👍","images":[{"img":"https://static.tigerbbs.com/ea4f9db06a93fe8c0ef3c77a74d7a9d3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846394083","isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848907198,"gmtCreate":1635951563712,"gmtModify":1635951564022,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>♥️","listText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>♥️","text":"$Coupang, Inc.(CPNG)$♥️","images":[{"img":"https://static.tigerbbs.com/9ce0dfe76a909a7b44301c697c08d8b3","width":"1080","height":"3801"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848907198","isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":841619934,"gmtCreate":1635905704205,"gmtModify":1635905704299,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841619934","repostId":"1101901401","repostType":4,"repost":{"id":"1101901401","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635866554,"share":"https://www.laohu8.com/m/news/1101901401?lang=&edition=full","pubTime":"2021-11-02 23:22","market":"us","language":"en","title":"Nvidia shares rose more than 2% to a new high","url":"https://stock-news.laohu8.com/highlight/detail?id=1101901401","media":"Tiger Newspress","summary":"Wall Street will be looking for positivity from NVDA as it approaches its next earnings report date. This is expected to be November 17, 2021. In that report, analysts expect NVDA to post earnings of $1.11 per share. This would mark year-over-year growth of 52.05%. Our most recent consensus estimate is calling for quarterly revenue of $6.83 billion, up 44.46% from the year-ago period.NVDA's full-year Zacks Consensus Estimates are calling for earnings of $4.14 per share and revenue of $25.84 bill","content":"<p>Nvidia shares rose more than 2% to a new high.</p>\n<p><img src=\"https://static.tigerbbs.com/cba7404008cd93258b0ffcb352a81ce2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Wall Street will be looking for positivity from NVDA as it approaches its next earnings report date. This is expected to be November 17, 2021. In that report, analysts expect NVDA to post earnings of $1.11 per share. This would mark year-over-year growth of 52.05%. Our most recent consensus estimate is calling for quarterly revenue of $6.83 billion, up 44.46% from the year-ago period.</p>\n<p>NVDA's full-year Zacks Consensus Estimates are calling for earnings of $4.14 per share and revenue of $25.84 billion. These results would represent year-over-year changes of +65.6% and +54.96%, respectively.</p>\n<p>Investors might also notice recent changes to analyst estimates for NVDA. These revisions help to show the ever-changing nature of near-term business trends.</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>Nvidia shares rose more than 2% to a new high</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\">\nNvidia shares rose more than 2% to a new high\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-02 23:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Nvidia shares rose more than 2% to a new high.</p>\n<p><img src=\"https://static.tigerbbs.com/cba7404008cd93258b0ffcb352a81ce2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Wall Street will be looking for positivity from NVDA as it approaches its next earnings report date. This is expected to be November 17, 2021. In that report, analysts expect NVDA to post earnings of $1.11 per share. This would mark year-over-year growth of 52.05%. Our most recent consensus estimate is calling for quarterly revenue of $6.83 billion, up 44.46% from the year-ago period.</p>\n<p>NVDA's full-year Zacks Consensus Estimates are calling for earnings of $4.14 per share and revenue of $25.84 billion. These results would represent year-over-year changes of +65.6% and +54.96%, respectively.</p>\n<p>Investors might also notice recent changes to analyst estimates for NVDA. These revisions help to show the ever-changing nature of near-term business trends.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101901401","content_text":"Nvidia shares rose more than 2% to a new high.\n\nWall Street will be looking for positivity from NVDA as it approaches its next earnings report date. This is expected to be November 17, 2021. In that report, analysts expect NVDA to post earnings of $1.11 per share. This would mark year-over-year growth of 52.05%. Our most recent consensus estimate is calling for quarterly revenue of $6.83 billion, up 44.46% from the year-ago period.\nNVDA's full-year Zacks Consensus Estimates are calling for earnings of $4.14 per share and revenue of $25.84 billion. These results would represent year-over-year changes of +65.6% and +54.96%, respectively.\nInvestors might also notice recent changes to analyst estimates for NVDA. These revisions help to show the ever-changing nature of near-term business trends.","news_type":1},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843291092,"gmtCreate":1635829266641,"gmtModify":1635829266776,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843291092","repostId":"2180788344","repostType":2,"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849498951,"gmtCreate":1635771876497,"gmtModify":1635771876631,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>👍👍","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>👍👍","text":"$SoFi Technologies Inc.(SOFI)$👍👍","images":[{"img":"https://static.tigerbbs.com/91dea79ff3ae2d90f8f35ba6d0010b12","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849498951","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":840675612,"gmtCreate":1635646470332,"gmtModify":1635646477293,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>😭😭","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>😭😭","text":"$Tiger Brokers(TIGR)$😭😭","images":[{"img":"https://static.tigerbbs.com/9a7028278dbe84b81624bc74ac97ebdf","width":"1080","height":"4040"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840675612","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":857731531,"gmtCreate":1635559714015,"gmtModify":1635559714151,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857731531","repostId":"1197048478","repostType":4,"repost":{"id":"1197048478","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635495138,"share":"https://www.laohu8.com/m/news/1197048478?lang=&edition=full","pubTime":"2021-10-29 16:12","market":"us","language":"en","title":"Meta rose 1% in premarket trading as Facebook changed its name to Meta","url":"https://stock-news.laohu8.com/highlight/detail?id=1197048478","media":"Tiger Newspress","summary":"Meta rose 1% in premarket trading as Facebook changed its name to Meta.Facebook announced recently i","content":"<p>Meta rose 1% in premarket trading as&nbsp;Facebook changed its name to Meta.<img src=\"https://static.tigerbbs.com/121c428b97d4b408da40d325785dddd3\" tg-width=\"771\" tg-height=\"576\" referrerpolicy=\"no-referrer\">Facebook&nbsp;announced recently it would be getting a new name to better coincide with the company’s vision of betting big on the metaverse. On Thursday, the company shared its new name and announced plans to change its stock symbol.</p>\n<p>“Connection is evolving and so are we,” the company says on its&nbsp;new website. “The metaverse is the next evolution of social connection. Our company’s vision is to help bring the metaverse to life, so we are changing our name to reflect our commitment to this future.”</p>\n<p>CEO&nbsp;Mark Zuckerberg&nbsp;announced the name change at the&nbsp;Facebook Connect&nbsp;event.</p>\n<p>“To reflect who we are and what we hope to build, I am proud to announce that starting today, our company is now Meta,” Zuckerberg said. “From now on, we’re going to be metaverse-first, not Facebook-first.”</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>Meta rose 1% in premarket trading as Facebook changed its name to Meta</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\">\nMeta rose 1% in premarket trading as Facebook changed its name to Meta\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-29 16:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Meta rose 1% in premarket trading as&nbsp;Facebook changed its name to Meta.<img src=\"https://static.tigerbbs.com/121c428b97d4b408da40d325785dddd3\" tg-width=\"771\" tg-height=\"576\" referrerpolicy=\"no-referrer\">Facebook&nbsp;announced recently it would be getting a new name to better coincide with the company’s vision of betting big on the metaverse. On Thursday, the company shared its new name and announced plans to change its stock symbol.</p>\n<p>“Connection is evolving and so are we,” the company says on its&nbsp;new website. “The metaverse is the next evolution of social connection. Our company’s vision is to help bring the metaverse to life, so we are changing our name to reflect our commitment to this future.”</p>\n<p>CEO&nbsp;Mark Zuckerberg&nbsp;announced the name change at the&nbsp;Facebook Connect&nbsp;event.</p>\n<p>“To reflect who we are and what we hope to build, I am proud to announce that starting today, our company is now Meta,” Zuckerberg said. “From now on, we’re going to be metaverse-first, not Facebook-first.”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197048478","content_text":"Meta rose 1% in premarket trading as Facebook changed its name to Meta.Facebook announced recently it would be getting a new name to better coincide with the company’s vision of betting big on the metaverse. On Thursday, the company shared its new name and announced plans to change its stock symbol.\n“Connection is evolving and so are we,” the company says on its new website. “The metaverse is the next evolution of social connection. Our company’s vision is to help bring the metaverse to life, so we are changing our name to reflect our commitment to this future.”\nCEO Mark Zuckerberg announced the name change at the Facebook Connect event.\n“To reflect who we are and what we hope to build, I am proud to announce that starting today, our company is now Meta,” Zuckerberg said. “From now on, we’re going to be metaverse-first, not Facebook-first.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857739474,"gmtCreate":1635559623578,"gmtModify":1635559623728,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BROS\">$Dutch Bros Inc.(BROS)$</a>♥️","listText":"<a href=\"https://laohu8.com/S/BROS\">$Dutch Bros 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Inc.(PLTR)$♥️","images":[{"img":"https://static.tigerbbs.com/ec5a58cf2f84dfcede0527d771e0f65e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857730664","isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":854434471,"gmtCreate":1635472784434,"gmtModify":1635472784763,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00968\">$XINYI SOLAR(00968)$</a>♥️","listText":"<a href=\"https://laohu8.com/S/00968\">$XINYI SOLAR(00968)$</a>♥️","text":"$XINYI 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SOLAR(00968)$♥️","images":[{"img":"https://static.tigerbbs.com/5ab44d55d24fdf2182f46f04bd8f91b2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/854434471","isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":840675612,"gmtCreate":1635646470332,"gmtModify":1635646477293,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>😭😭","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>😭😭","text":"$Tiger Brokers(TIGR)$😭😭","images":[{"img":"https://static.tigerbbs.com/9a7028278dbe84b81624bc74ac97ebdf","width":"1080","height":"4040"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840675612","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":897222613,"gmtCreate":1628926634332,"gmtModify":1631892215697,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897222613","repostId":"1149823415","repostType":4,"repost":{"id":"1149823415","pubTimestamp":1628909753,"share":"https://www.laohu8.com/m/news/1149823415?lang=&edition=full","pubTime":"2021-08-14 10:55","market":"us","language":"en","title":"Where Will Virgin Galactic Stock Be In 10 Years?","url":"https://stock-news.laohu8.com/highlight/detail?id=1149823415","media":"seekingalpha","summary":"Summary\n\nVirgin Galactic fell more than 30% post-earnings as the market was disappointed with the \"d","content":"<p><b>Summary</b></p>\n<ul>\n <li>Virgin Galactic fell more than 30% post-earnings as the market was disappointed with the \"delay\" affecting the launch of its private commercial revenue service.</li>\n <li>However, we think the company's \"delay\" is necessary for it to rectify its supply constraints and meet the huge demand that the company is experiencing.</li>\n <li>We would also discuss in detail the company's long-term opportunities and threats, and what investors need to monitor moving forward.</li>\n <li>Lastly, we present our valuation arguments for long-term investors who are considering adding exposure to Virgin Galactic.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00922c9874a28954c08c613b8dbf378b\" tg-width=\"768\" tg-height=\"493\" width=\"100%\" height=\"auto\"><span>Nastco/iStock via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Back in May, when we published our previous article (link to article appendedhere) on Virgin Galactic (SPCE), we clearly highlighted that we think the Street's consensus has been too optimistic about Virgin Galactic's revenue estimates as we thought the projections overstated the market opportunity for suborbital space tourism over the next 10 years to a large extent, based on our research that consulted multiple sources, and we submitted a revised projection.</p>\n<p>Since then, the Street has revised its near-term projections downwards as the company recently indicated that they are expecting to commence commercial service only from&nbsp;late Q3'CY22.</p>\n<p>This article will discuss the circumstances leading to Virgin Galactic's \"delayed\" launch, the long-term opportunities, and the competitive threat facing Virgin's leadership quest in suborbital space tourism.</p>\n<p>Lastly, we would present our valuation argument for long-term investors considering adding exposure to the stock right now.</p>\n<p><b>Revisions to Virgin Galactic's Mean Consensus Estimates</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e15e65a740bf4a03405cd6f31e82bfc\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>May's consensus revenue estimates &amp; Aug's consensus revenue estimates. Data source: S&amp;P Capital IQ</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/149d99203d29b3a3e785096ccc509c57\" tg-width=\"600\" tg-height=\"371\" width=\"100%\" height=\"auto\"><span>Scale of revised estimates (Between May and Aug estimates). Data source: S&amp;P Capital IQ</span></p>\n<p>Investors should be able to glean clearly that near-term consensus estimates were revised downwards from May's projections that affected CY21 to CY25. However, we think what's important for investors to note is that the Street revised its estimates meaningfully upwards from CY26 to reflect the strong demand that SPCE highlighted during its recent earnings call, which we think demonstrates the company's confidence in a strong revenue runway for the long term, which we would discuss in detail in the subsequent sections.</p>\n<p><b>Private Commercial Full Revenue Service is Expected from Q3'CY22</b></p>\n<p>SPCE has since lost about 33% of its value since its earnings release on Aug 5, which we think is largely attributed to the near term headwinds resulting from its \"delay\" on commercial service launch as a result of proposed critical enhancements to VSS Unity and the mothership VMS Eve to increase their turnaround time between flights and maintenance significantly.</p>\n<p>As a result of the enhancements that would take place after the completion of Unity 23 revenue-generating flight with the Italian Air Force, the company expects to commence its private commercial full revenue service only from late Q3'CY22, which we think may have taken investors aback as while the market expected full commercial service to begin in 2022, they did not expect it to be as late as Q3.</p>\n<p>However, we think the market has once again chosen to focus on the uncertainty resulting from the near-term revenue service delay and ignore the importance of the enhancements that are expected to improve VMS Eve's turnaround time so significantly that Virgin Galactic emphasized:</p>\n<blockquote>\n These enhancements\n <i>could potentially allow Eve to fly 100 flights between major maintenance inspections</i>. This is up from the current interval of 10 flights between major inspections today. This will be an incredibly important success factor during the early commercial service period while we are in process of manufacturing additional motherships.\n</blockquote>\n<p>In addition, the company also highlighted that with the enhancements, the company is also \"targeting a reduced turnaround flight between Unity flights of 4 to 5 weeks, and that's down from what has at best, been 7 to 8 weeks for VSS Unity.\"</p>\n<p>The Street and the market were certainly disappointed with the announcement, as analysts cut near-term forecasts and downgraded ratings, and Morgan Stanley also emphasized: \"During this heavy maintenance period, Virgin Galactic will not be able to conduct any space flights until summer of 2022.\"</p>\n<p>Sure, no flights. We are certainly not concerned, as the company reiterated the significance of these enhancements:</p>\n<blockquote>\n These are reasonably robust modifications to Eve. But the reason we are taking the additional scope and the additional time for this enhancement period of Eve is because the flight rate that we will derive from Eve following this enhancement period is we plan to build that to effect. It's almost 10x greater between major inspections and what we've been doing now. That will give us an ability to fly Eve much more frequently, and\n <i>that's really important to our initial group of future astronauts as well as the people that we're going to be signing up starting today</i>.\"\n</blockquote>\n<p>If investors could clearly glean the language used by the company in the above sentence, the company is clearly doing it because they are expecting such a robust demand for its space flight services that we think may have exceeded what the company had initially planned for. So while the recent launch event with Sir Richard Branson was largely seen as a major PR coup, it certainly allowed the company to measure the response from interested customers, and the company has clearly indicated that they see such robust demand that they needed to open up a priority list as soon as possible as CEO Michael Colglazier articulated:</p>\n<blockquote>\n Leveraging the substantial demand we have seen to our website, I am pleased to announce that we will soon open a priority list for future space travelers who wish to be next in line. We will reach out first to this list with any available inventory following the conclusion of our spacefarer conversion process. Registration for this list will soon be made available on our website...We have an enormous amount of confidence in the total addressable market that's been kind of shown from the response to [Sir Richard Branson's] Unity 22. So we won't be absorbing all of it, but we do think we can make a major step forward here.\n</blockquote>\n<p>We are not sure what the market and other investors think. Still, the company needs to find a way to cope with the demand from what's obviously a heavily supply-constrained situation. The next best thing they would do in the near term is to make the necessary modifications to VMS Eve and VSS Unity to ensure these highly valued potential customers don't go knocking on the door of Jeff Bezos's Blue Origin (BORGN).</p>\n<p><b>Are There Really So Many Customers Who Couldn't Wait to Get On Board VSS Unity?</b></p>\n<p>Yes, it's pretty incredible to think that the company is expecting so many customers who couldn't wait to get on board. Lisa Rich, the Managing Partner at the venture capital firm Hemisphere Ventures, articulated: \"...I've met so many Virgin [Galactic] ticket&nbsp;holders over the years. And by the way, every one of them has told me that the $250,000 they've spent waiting has paid for itself 10 times over because of the experiences that they have shared over the years.\"</p>\n<p>Investors should clearly understand that the community of 600 future astronauts that have committed to Virgin Galactic's flight services formed a tight-knit group over the years as the company emphasized: \"I think one thing that probably [is] not well known outside of the existing future astronaut is one of the secret weapons of Virgin Galactic is our astronaut office. This is a group of people who have brought together these 600 people into a true community.\"</p>\n<p>The company emphasized that these customers really value the journey towards realizing the flight experience as these customers consider it a \"life-transitional journey.\" They see so much value in what Virgin Galactic is doing that the company emphasized that their customers consider joining the community that the company brought together is \"[a] top, top of mind [priority] and very powerful.\"</p>\n<p>Importantly, the company also highlighted that they have opened up ticket sales to their 1000-strong \"Spacefarer\" community who has signed up through the company's \"One Small Step\" program, with a price starting from $450K per seat, that's way higher than the $200K to $250K per seat that the initial 600 future astronauts signed up for.</p>\n<p>Virgin Galactic believes that these future astronauts are going to be the \"sales ambassadors\" for the company because of the experience of the strong and tight-knit astronaut community that the company has painstakingly built up: \"...And so I think you can think about lifetime value in several ways. One of them is as people move through being a future astronaut graduate into the astronaut community, I think they're going to come back, and I think it will just be very natural in how people will share the experience<b><i>.</i></b>And I think them sharing the experience will not only let people say how wonderful it was, but it will also bring normalcy to the concept of human spaceflight. So this group of people as we bring them in, the lifetime value is all-around demand and continuing to increase the total addressable market as they go out there and share what they've done.\"</p>\n<p><b>Strong Demand Justifies Rapid Scaling Up To Achieve Strong Operating Leverage</b></p>\n<p>Astute investors would clearly have recognized that if the company relied on just the fleet of VSS Unity or VSS Imagine to dominate the market for suborbital space tourism, it would have been largely insufficient.</p>\n<p>Based on the company's guidance and the Street's estimates, working through the company's initial community of 600 future astronauts would take a few years at least without the modifications to VMS Eve.</p>\n<p>The initial cadence (before modifications) for 2022 is a maximum of 10 revenue flights comprising 60 passengers in total. Moving on to 2023, the company could also only fly a maximum of 24 to 36 flights annually, which would allow them to fly a maximum of 144 to 216 astronauts. Thus, it may be at least another 2 years until 2025 before Virgin Galactic could start to work through the order book from the 1000 Spacefarer community, and we think by then, at least some of them would have gone over to Blue Origin. Therefore, the initial cadence really doesn't work, especially with the company preparing to draw up its priority list soon for the interest generated from the Unity 22 PR campaign, and they need to work through the 1,600 future astronauts fast, which in the near term would be solved by Eve's modifications since it allows SPCE to fly 10x more in between major inspections.</p>\n<p>However, the company still thinks that would still be insufficient to cater to the level of demand that they have been experiencing. As a result, they announced that they would be building their next-gen Delta class vehicles \"that are capable of turning on a 1-week interval.\" This class of ships is expected to form the majority of the company's future capacity over time.</p>\n<p>Part of the reason that the company needed to raise the&nbsp;$500M equity&nbsp;offering recently is that they are ready to start developing and build the Delta class vehicles that would be highly instrumental towards meeting their long term capacity and cadence, that VSS Unity and VSS Imagine would never be able to meet sufficiently.</p>\n<p>Crucially, the company highlighted that by ramping production and capacity through the Delta class, they would be able to achieve significant operating leverage as Virgin Galactic emphasized: \"...And that's why we're so focused on getting the Delta class with next generation of mothership. That's where we really get efficiency. That's where we get scale. That's where you'll really see the flow-through come because we'll have a fixed cost basis that is easy for us to communicate and easy for us to contribute the trade for efficiency down the road.\"</p>\n<p><b>Competing Against Blue Origin</b></p>\n<p>We think operating leverage will be the name of the game here, and Virgin Galactic clearly recognizes that it would be vital for the company to operate at a sufficient scale justified by its demand drivers to compete strongly against Blue Origin.</p>\n<p>While we don't think Blue Origin's main game is in suborbital space tourism, as Jeff Bezos also highlighted previously that: \"The architecture&nbsp;and the technology we have chosen is complete overkill for a suborbital tourism mission.”</p>\n<p>We think Blue Origin's main market certainly goes beyond suborbital space tourism that Morgan Stanley highlighted that \"Mr. Bezos’ company is seeking business in a space market that will triple in size to more than $1 trillion in annual sales by 2040, assuming rapid technological developments enable routine moon landings, asteroid mining and space tourism.\"</p>\n<p>Therefore, while Blue Origin focuses on building up its Space colonies' vision over the long term, we think they would most certainly be able to ramp their production quickly and gain significant operating leverage. The key is how those advantages translate to its suborbital space tourism segment in the near term would be key to determine Virgin Galactic's leadership.</p>\n<p>One thing is for sure. Both companies expect the price for the suborbital space tourism tickets to come down substantially over time as production scales up and technologies improve. Thus, the key for Virgin Galactic's leadership and survival in this market is to gain operating leverage as quickly as possible to build up those advantages while Blue Origin has its plate full with its various projects across the entire spectrum.</p>\n<p>Virgin Galactic wants to make suborbital space tourism much more accessible, and the key to achieving that is to drive prices down through operating leverage achieved by ramping up production. As a result, we think the company's Delta class plans are highly pivotal to Virgin Galactic's leadership against Blue Origin and highly encourage investors to keep their eyes closely focused on these plans.</p>\n<p><b>Free Cash Flow Forecast &amp; Valuations</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48be5e8da375fdc72591e31b96a223f4\" tg-width=\"640\" tg-height=\"359\" width=\"100%\" height=\"auto\"><span>EBITDA margin forecast &amp; CapEx margin forecast. Data source: S&amp;P Capital IQ</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57509b52b1c0ac46a44e7a0dd619bd97\" tg-width=\"640\" tg-height=\"361\" width=\"100%\" height=\"auto\"><span>EV / Fwd EBITDA trend. Data Source: S&amp;P Capital IQ</span></p>\n<p>Despite the delay in launching full revenue service to Q3'22, the Street's estimates expect the company to be FCF profitable from the end of FY24. We think that's important as it demonstrates the long-term cash flow potential for the company's business in this market, where only BORGN and SPCE are the clear leaders right now.</p>\n<p>However, the valuations still look expensive at 18.5x by the end of 2030, 36% above its aerospace and defense peers comp set mean of 13.61x.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1084f3186f9732fad8d28b824c65de2a\" tg-width=\"640\" tg-height=\"472\" width=\"100%\" height=\"auto\"><span>Street's mean price target. Source: TIKR</span></p>\n<p>The Street is also not too optimistic, as the mean target price of $35.55 is a mere 13.5% above the last closing price, as analysts focused on SPCE's near term \"headwind\" of moving its revenue service to Q3'CY22, which we think is highly important to its long term competitive advantage.</p>\n<p>While we are really excited about the company's long-term prospects, as well as its ambition to bring suborbital space tourism to the world, we are not so sure about Virgin Galactic's expensively-looking valuation.</p>\n<p><b>SPCE Stock Price Action and Trend Analysis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f872b3e8670eac6d5ca4d8afce15200\" tg-width=\"640\" tg-height=\"390\" width=\"100%\" height=\"auto\"><span>Source: TradingView</span></p>\n<p>While we don't think SPCE would be a suitable stock for long-term investors given its expensive valuation, we think position traders may still find an opportunity lurking around the horizon with this stock.</p>\n<p>SPCE is strongly supported along its 50-week moving average dynamic support level that has held strongly since 2020, including the recent false break to the downside (bear trap) it saw in May. Therefore, position traders keen to trade this stock may find an opportunity once the price action resolves itself in the next couple of weeks, we hope.</p>\n<p>In summary, we assign a neutral rating to SPCE for long-term investors.</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>Where Will Virgin Galactic Stock Be In 10 Years?</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; 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}\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\">\nWhere Will Virgin Galactic Stock Be In 10 Years?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 10:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4449270-virgin-galactic-stock-10-years><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nVirgin Galactic fell more than 30% post-earnings as the market was disappointed with the \"delay\" affecting the launch of its private commercial revenue service.\nHowever, we think the company'...</p>\n\n<a href=\"https://seekingalpha.com/article/4449270-virgin-galactic-stock-10-years\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河"},"source_url":"https://seekingalpha.com/article/4449270-virgin-galactic-stock-10-years","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149823415","content_text":"Summary\n\nVirgin Galactic fell more than 30% post-earnings as the market was disappointed with the \"delay\" affecting the launch of its private commercial revenue service.\nHowever, we think the company's \"delay\" is necessary for it to rectify its supply constraints and meet the huge demand that the company is experiencing.\nWe would also discuss in detail the company's long-term opportunities and threats, and what investors need to monitor moving forward.\nLastly, we present our valuation arguments for long-term investors who are considering adding exposure to Virgin Galactic.\n\nNastco/iStock via Getty Images\nInvestment Thesis\nBack in May, when we published our previous article (link to article appendedhere) on Virgin Galactic (SPCE), we clearly highlighted that we think the Street's consensus has been too optimistic about Virgin Galactic's revenue estimates as we thought the projections overstated the market opportunity for suborbital space tourism over the next 10 years to a large extent, based on our research that consulted multiple sources, and we submitted a revised projection.\nSince then, the Street has revised its near-term projections downwards as the company recently indicated that they are expecting to commence commercial service only from late Q3'CY22.\nThis article will discuss the circumstances leading to Virgin Galactic's \"delayed\" launch, the long-term opportunities, and the competitive threat facing Virgin's leadership quest in suborbital space tourism.\nLastly, we would present our valuation argument for long-term investors considering adding exposure to the stock right now.\nRevisions to Virgin Galactic's Mean Consensus Estimates\nMay's consensus revenue estimates & Aug's consensus revenue estimates. Data source: S&P Capital IQ\nScale of revised estimates (Between May and Aug estimates). Data source: S&P Capital IQ\nInvestors should be able to glean clearly that near-term consensus estimates were revised downwards from May's projections that affected CY21 to CY25. However, we think what's important for investors to note is that the Street revised its estimates meaningfully upwards from CY26 to reflect the strong demand that SPCE highlighted during its recent earnings call, which we think demonstrates the company's confidence in a strong revenue runway for the long term, which we would discuss in detail in the subsequent sections.\nPrivate Commercial Full Revenue Service is Expected from Q3'CY22\nSPCE has since lost about 33% of its value since its earnings release on Aug 5, which we think is largely attributed to the near term headwinds resulting from its \"delay\" on commercial service launch as a result of proposed critical enhancements to VSS Unity and the mothership VMS Eve to increase their turnaround time between flights and maintenance significantly.\nAs a result of the enhancements that would take place after the completion of Unity 23 revenue-generating flight with the Italian Air Force, the company expects to commence its private commercial full revenue service only from late Q3'CY22, which we think may have taken investors aback as while the market expected full commercial service to begin in 2022, they did not expect it to be as late as Q3.\nHowever, we think the market has once again chosen to focus on the uncertainty resulting from the near-term revenue service delay and ignore the importance of the enhancements that are expected to improve VMS Eve's turnaround time so significantly that Virgin Galactic emphasized:\n\n These enhancements\n could potentially allow Eve to fly 100 flights between major maintenance inspections. This is up from the current interval of 10 flights between major inspections today. This will be an incredibly important success factor during the early commercial service period while we are in process of manufacturing additional motherships.\n\nIn addition, the company also highlighted that with the enhancements, the company is also \"targeting a reduced turnaround flight between Unity flights of 4 to 5 weeks, and that's down from what has at best, been 7 to 8 weeks for VSS Unity.\"\nThe Street and the market were certainly disappointed with the announcement, as analysts cut near-term forecasts and downgraded ratings, and Morgan Stanley also emphasized: \"During this heavy maintenance period, Virgin Galactic will not be able to conduct any space flights until summer of 2022.\"\nSure, no flights. We are certainly not concerned, as the company reiterated the significance of these enhancements:\n\n These are reasonably robust modifications to Eve. But the reason we are taking the additional scope and the additional time for this enhancement period of Eve is because the flight rate that we will derive from Eve following this enhancement period is we plan to build that to effect. It's almost 10x greater between major inspections and what we've been doing now. That will give us an ability to fly Eve much more frequently, and\n that's really important to our initial group of future astronauts as well as the people that we're going to be signing up starting today.\"\n\nIf investors could clearly glean the language used by the company in the above sentence, the company is clearly doing it because they are expecting such a robust demand for its space flight services that we think may have exceeded what the company had initially planned for. So while the recent launch event with Sir Richard Branson was largely seen as a major PR coup, it certainly allowed the company to measure the response from interested customers, and the company has clearly indicated that they see such robust demand that they needed to open up a priority list as soon as possible as CEO Michael Colglazier articulated:\n\n Leveraging the substantial demand we have seen to our website, I am pleased to announce that we will soon open a priority list for future space travelers who wish to be next in line. We will reach out first to this list with any available inventory following the conclusion of our spacefarer conversion process. Registration for this list will soon be made available on our website...We have an enormous amount of confidence in the total addressable market that's been kind of shown from the response to [Sir Richard Branson's] Unity 22. So we won't be absorbing all of it, but we do think we can make a major step forward here.\n\nWe are not sure what the market and other investors think. Still, the company needs to find a way to cope with the demand from what's obviously a heavily supply-constrained situation. The next best thing they would do in the near term is to make the necessary modifications to VMS Eve and VSS Unity to ensure these highly valued potential customers don't go knocking on the door of Jeff Bezos's Blue Origin (BORGN).\nAre There Really So Many Customers Who Couldn't Wait to Get On Board VSS Unity?\nYes, it's pretty incredible to think that the company is expecting so many customers who couldn't wait to get on board. Lisa Rich, the Managing Partner at the venture capital firm Hemisphere Ventures, articulated: \"...I've met so many Virgin [Galactic] ticket holders over the years. And by the way, every one of them has told me that the $250,000 they've spent waiting has paid for itself 10 times over because of the experiences that they have shared over the years.\"\nInvestors should clearly understand that the community of 600 future astronauts that have committed to Virgin Galactic's flight services formed a tight-knit group over the years as the company emphasized: \"I think one thing that probably [is] not well known outside of the existing future astronaut is one of the secret weapons of Virgin Galactic is our astronaut office. This is a group of people who have brought together these 600 people into a true community.\"\nThe company emphasized that these customers really value the journey towards realizing the flight experience as these customers consider it a \"life-transitional journey.\" They see so much value in what Virgin Galactic is doing that the company emphasized that their customers consider joining the community that the company brought together is \"[a] top, top of mind [priority] and very powerful.\"\nImportantly, the company also highlighted that they have opened up ticket sales to their 1000-strong \"Spacefarer\" community who has signed up through the company's \"One Small Step\" program, with a price starting from $450K per seat, that's way higher than the $200K to $250K per seat that the initial 600 future astronauts signed up for.\nVirgin Galactic believes that these future astronauts are going to be the \"sales ambassadors\" for the company because of the experience of the strong and tight-knit astronaut community that the company has painstakingly built up: \"...And so I think you can think about lifetime value in several ways. One of them is as people move through being a future astronaut graduate into the astronaut community, I think they're going to come back, and I think it will just be very natural in how people will share the experience.And I think them sharing the experience will not only let people say how wonderful it was, but it will also bring normalcy to the concept of human spaceflight. So this group of people as we bring them in, the lifetime value is all-around demand and continuing to increase the total addressable market as they go out there and share what they've done.\"\nStrong Demand Justifies Rapid Scaling Up To Achieve Strong Operating Leverage\nAstute investors would clearly have recognized that if the company relied on just the fleet of VSS Unity or VSS Imagine to dominate the market for suborbital space tourism, it would have been largely insufficient.\nBased on the company's guidance and the Street's estimates, working through the company's initial community of 600 future astronauts would take a few years at least without the modifications to VMS Eve.\nThe initial cadence (before modifications) for 2022 is a maximum of 10 revenue flights comprising 60 passengers in total. Moving on to 2023, the company could also only fly a maximum of 24 to 36 flights annually, which would allow them to fly a maximum of 144 to 216 astronauts. Thus, it may be at least another 2 years until 2025 before Virgin Galactic could start to work through the order book from the 1000 Spacefarer community, and we think by then, at least some of them would have gone over to Blue Origin. Therefore, the initial cadence really doesn't work, especially with the company preparing to draw up its priority list soon for the interest generated from the Unity 22 PR campaign, and they need to work through the 1,600 future astronauts fast, which in the near term would be solved by Eve's modifications since it allows SPCE to fly 10x more in between major inspections.\nHowever, the company still thinks that would still be insufficient to cater to the level of demand that they have been experiencing. As a result, they announced that they would be building their next-gen Delta class vehicles \"that are capable of turning on a 1-week interval.\" This class of ships is expected to form the majority of the company's future capacity over time.\nPart of the reason that the company needed to raise the $500M equity offering recently is that they are ready to start developing and build the Delta class vehicles that would be highly instrumental towards meeting their long term capacity and cadence, that VSS Unity and VSS Imagine would never be able to meet sufficiently.\nCrucially, the company highlighted that by ramping production and capacity through the Delta class, they would be able to achieve significant operating leverage as Virgin Galactic emphasized: \"...And that's why we're so focused on getting the Delta class with next generation of mothership. That's where we really get efficiency. That's where we get scale. That's where you'll really see the flow-through come because we'll have a fixed cost basis that is easy for us to communicate and easy for us to contribute the trade for efficiency down the road.\"\nCompeting Against Blue Origin\nWe think operating leverage will be the name of the game here, and Virgin Galactic clearly recognizes that it would be vital for the company to operate at a sufficient scale justified by its demand drivers to compete strongly against Blue Origin.\nWhile we don't think Blue Origin's main game is in suborbital space tourism, as Jeff Bezos also highlighted previously that: \"The architecture and the technology we have chosen is complete overkill for a suborbital tourism mission.”\nWe think Blue Origin's main market certainly goes beyond suborbital space tourism that Morgan Stanley highlighted that \"Mr. Bezos’ company is seeking business in a space market that will triple in size to more than $1 trillion in annual sales by 2040, assuming rapid technological developments enable routine moon landings, asteroid mining and space tourism.\"\nTherefore, while Blue Origin focuses on building up its Space colonies' vision over the long term, we think they would most certainly be able to ramp their production quickly and gain significant operating leverage. The key is how those advantages translate to its suborbital space tourism segment in the near term would be key to determine Virgin Galactic's leadership.\nOne thing is for sure. Both companies expect the price for the suborbital space tourism tickets to come down substantially over time as production scales up and technologies improve. Thus, the key for Virgin Galactic's leadership and survival in this market is to gain operating leverage as quickly as possible to build up those advantages while Blue Origin has its plate full with its various projects across the entire spectrum.\nVirgin Galactic wants to make suborbital space tourism much more accessible, and the key to achieving that is to drive prices down through operating leverage achieved by ramping up production. As a result, we think the company's Delta class plans are highly pivotal to Virgin Galactic's leadership against Blue Origin and highly encourage investors to keep their eyes closely focused on these plans.\nFree Cash Flow Forecast & Valuations\nEBITDA margin forecast & CapEx margin forecast. Data source: S&P Capital IQ\nEV / Fwd EBITDA trend. Data Source: S&P Capital IQ\nDespite the delay in launching full revenue service to Q3'22, the Street's estimates expect the company to be FCF profitable from the end of FY24. We think that's important as it demonstrates the long-term cash flow potential for the company's business in this market, where only BORGN and SPCE are the clear leaders right now.\nHowever, the valuations still look expensive at 18.5x by the end of 2030, 36% above its aerospace and defense peers comp set mean of 13.61x.\nStreet's mean price target. Source: TIKR\nThe Street is also not too optimistic, as the mean target price of $35.55 is a mere 13.5% above the last closing price, as analysts focused on SPCE's near term \"headwind\" of moving its revenue service to Q3'CY22, which we think is highly important to its long term competitive advantage.\nWhile we are really excited about the company's long-term prospects, as well as its ambition to bring suborbital space tourism to the world, we are not so sure about Virgin Galactic's expensively-looking valuation.\nSPCE Stock Price Action and Trend Analysis\nSource: TradingView\nWhile we don't think SPCE would be a suitable stock for long-term investors given its expensive valuation, we think position traders may still find an opportunity lurking around the horizon with this stock.\nSPCE is strongly supported along its 50-week moving average dynamic support level that has held strongly since 2020, including the recent false break to the downside (bear trap) it saw in May. Therefore, position traders keen to trade this stock may find an opportunity once the price action resolves itself in the next couple of weeks, we hope.\nIn summary, we assign a neutral rating to SPCE for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893749536,"gmtCreate":1628303027725,"gmtModify":1633751819886,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>[微笑]&nbsp;Hold to announce the 2nd quarter financial statements","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>[微笑]&nbsp;Hold to announce the 2nd quarter financial statements","text":"$Palantir Technologies Inc.(PLTR)$[微笑] Hold to announce the 2nd quarter financial statements","images":[{"img":"https://static.tigerbbs.com/598c8b7f8b961e2a508480b3d45908b9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893749536","isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":857730664,"gmtCreate":1635559587687,"gmtModify":1635559587822,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>♥️","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>♥️","text":"$Palantir Technologies Inc.(PLTR)$♥️","images":[{"img":"https://static.tigerbbs.com/ec5a58cf2f84dfcede0527d771e0f65e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857730664","isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":855497370,"gmtCreate":1635388217545,"gmtModify":1635388217634,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Buy on dip for long term investment!!!♥️♥️","listText":"Buy on dip for long term investment!!!♥️♥️","text":"Buy on dip for long term investment!!!♥️♥️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/855497370","repostId":"2178234523","repostType":2,"repost":{"id":"2178234523","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1635362578,"share":"https://www.laohu8.com/m/news/2178234523?lang=&edition=full","pubTime":"2021-10-28 03:22","market":"hk","language":"en","title":"On Tuesday, Facebook Sent Legal Hold Notice To All Personnel- Facebook Spokesperson","url":"https://stock-news.laohu8.com/highlight/detail?id=2178234523","media":"Reuters","summary":"Facebook Spokesperson:On Tuesday, Facebook Sent Legal Hold Notice To All Personnel- Facebook Spokesp","content":"<html><body><p><a href=\"https://laohu8.com/S/FB\">Facebook</a> Spokesperson:On Tuesday, Facebook Sent Legal Hold Notice To All Personnel- Facebook Spokesperson.Document Preservation Requests Are Part Of The Process Of Responding To Legal Inquiries - Facebook Spokesperson.Further Company Coverage: Fb.O. ((Reuters.Briefs@Thomsonreuters.Com;)).</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>On Tuesday, Facebook Sent Legal Hold Notice To All Personnel- Facebook Spokesperson</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\">\nOn Tuesday, Facebook Sent Legal Hold Notice To All Personnel- Facebook Spokesperson\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086160438\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-10-28 03:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><a href=\"https://laohu8.com/S/FB\">Facebook</a> Spokesperson:On Tuesday, Facebook Sent Legal Hold Notice To All Personnel- Facebook Spokesperson.Document Preservation Requests Are Part Of The Process Of Responding To Legal Inquiries - Facebook Spokesperson.Further Company Coverage: Fb.O. ((Reuters.Briefs@Thomsonreuters.Com;)).</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.trkd.thomsonreuters.com","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178234523","content_text":"Facebook Spokesperson:On Tuesday, Facebook Sent Legal Hold Notice To All Personnel- Facebook Spokesperson.Document Preservation Requests Are Part Of The Process Of Responding To Legal Inquiries - Facebook Spokesperson.Further Company Coverage: Fb.O. ((Reuters.Briefs@Thomsonreuters.Com;)).","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827392225,"gmtCreate":1634403838275,"gmtModify":1634403838562,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>♥️","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>♥️","text":"$SoFi Technologies Inc.(SOFI)$♥️","images":[{"img":"https://static.tigerbbs.com/7525457a642b395f4e6870b240d6cbf6","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827392225","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":824906684,"gmtCreate":1634266333663,"gmtModify":1634274409918,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824906684","repostId":"1129314610","repostType":4,"repost":{"id":"1129314610","pubTimestamp":1634253682,"share":"https://www.laohu8.com/m/news/1129314610?lang=&edition=full","pubTime":"2021-10-15 07:21","market":"us","language":"en","title":"S&P 500 surges, biggest daily percentage rise since March on earnings, data","url":"https://stock-news.laohu8.com/highlight/detail?id=1129314610","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 jumped on Thursday, its biggest daily percentage advance since earl","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 jumped on Thursday, its biggest daily percentage advance since early March, as companies including <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> and <a href=\"https://laohu8.com/S/UNH\">UnitedHealth</a> climbed following strong results, while data on the labor market and inflation soothed fears over the outlook for higher rates.</p>\n<p>The technology sector jumped 2.3%, giving the S&amp;P 500 its biggest boost, with shares of <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp and <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc rising.</p>\n<p>Shares of <a href=\"https://laohu8.com/S/C\">Citigroup</a>, $Bank of America Corp(BAC-N)$ and <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> also gained after they topped quarterly earnings estimates. The rebounding economy allowed them to release more cash they had set aside for pandemic losses, while sizzling deals, equity financing and trading added to profits. The S&amp;P bank index jumped 1.5%.</p>\n<p>Also, UnitedHealth Group Inc climbed 4.2% after the health insurer reported results and raised its full-year adjusted profit forecast on strength from its Optum unit that manages drug benefits.</p>\n<p>Adding to optimism, data showed the number of Americans filing new claims for unemployment benefits last week fell close to a 19-month low, and a separate report showed producer prices eased in September.</p>\n<p>Data from recent inflation reports suggested COVID-driven price increases may have peaked. Still, Federal Reserve policymakers remain divided over inflation and what to do about it.</p>\n<p>“Some of the things that worried the market in September, and even last week, as far as the inflation aspect and higher interest rates and the Delta variant, maybe have lessened,” said Alan Lancz, president, Alan B. Lancz &amp; Associates Inc., an investment advisory firm, based in Toledo, Ohio.</p>\n<p>“Not that it’s all over, but on a temporary scale at least, you can make a case for it trending in the right direction.”</p>\n<p>The Dow Jones Industrial Average rose 534.75 points, or 1.56%, to 34,912.56, the S&amp;P 500 gained 74.46 points, or 1.71%, to 4,438.26 and the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite added 251.8 points, or 1.73%, to 14,823.43.</p>\n<p>While the S&amp;P 500 registered its biggest daily percentage gain since March 5, the Nasdaq notched its biggest since May 20 and the Dow its biggest since July 20.</p>\n<p>Gains were broad-based, with all but <a href=\"https://laohu8.com/S/AONE.U\">one</a> S&amp;P 500 sector rising more than 1%.</p>\n<p>Shares of Moderna Inc ended up 3.2% after a panel of expert advisers to the U.S. Food and Drug Administration voted to recommend booster shots of its COVID-19 vaccine for Americans aged 65 and older and those at high risk of severe illness.</p>\n<p><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc jumped 7.4% after the drugstore chain reported fourth-quarter revenue and adjusted profit above estimates and forecast growth of 11% to 13% in the long term.</p>\n<p>U.S. companies are expected to report strong profit growth for the third quarter, but investors have been keen to hear what they say about rising costs, labor shortages and supply problems.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 3.58-to-1 ratio; on Nasdaq, a 1.97-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 32 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 46 new lows.</p>\n<p>Volume on U.S. exchanges was 9.26 billion shares, compared with the 10.8 billion average for the full session over the last 20 trading days.</p>\n<p></p>","source":"lsy1601381805984","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>S&P 500 surges, biggest daily percentage rise since March on earnings, data</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\">\nS&P 500 surges, biggest daily percentage rise since March on earnings, data\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-15 07:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-surges-biggest-daily-percentage-rise-since-march-on-earnings-data-idUSL1N2RA2WC><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The S&P 500 jumped on Thursday, its biggest daily percentage advance since early March, as companies including Morgan Stanley and UnitedHealth climbed following strong results, ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-surges-biggest-daily-percentage-rise-since-march-on-earnings-data-idUSL1N2RA2WC\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SH":"标普500反向ETF",".IXIC":"NASDAQ Composite","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","OEX":"标普100","SPXU":"三倍做空标普500ETF",".DJI":"道琼斯","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 Index","IVV":"标普500指数ETF"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-surges-biggest-daily-percentage-rise-since-march-on-earnings-data-idUSL1N2RA2WC","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129314610","content_text":"NEW YORK (Reuters) - The S&P 500 jumped on Thursday, its biggest daily percentage advance since early March, as companies including Morgan Stanley and UnitedHealth climbed following strong results, while data on the labor market and inflation soothed fears over the outlook for higher rates.\nThe technology sector jumped 2.3%, giving the S&P 500 its biggest boost, with shares of Microsoft Corp and Apple Inc rising.\nShares of Citigroup, $Bank of America Corp(BAC-N)$ and Morgan Stanley also gained after they topped quarterly earnings estimates. The rebounding economy allowed them to release more cash they had set aside for pandemic losses, while sizzling deals, equity financing and trading added to profits. The S&P bank index jumped 1.5%.\nAlso, UnitedHealth Group Inc climbed 4.2% after the health insurer reported results and raised its full-year adjusted profit forecast on strength from its Optum unit that manages drug benefits.\nAdding to optimism, data showed the number of Americans filing new claims for unemployment benefits last week fell close to a 19-month low, and a separate report showed producer prices eased in September.\nData from recent inflation reports suggested COVID-driven price increases may have peaked. Still, Federal Reserve policymakers remain divided over inflation and what to do about it.\n“Some of the things that worried the market in September, and even last week, as far as the inflation aspect and higher interest rates and the Delta variant, maybe have lessened,” said Alan Lancz, president, Alan B. Lancz & Associates Inc., an investment advisory firm, based in Toledo, Ohio.\n“Not that it’s all over, but on a temporary scale at least, you can make a case for it trending in the right direction.”\nThe Dow Jones Industrial Average rose 534.75 points, or 1.56%, to 34,912.56, the S&P 500 gained 74.46 points, or 1.71%, to 4,438.26 and the Nasdaq Composite added 251.8 points, or 1.73%, to 14,823.43.\nWhile the S&P 500 registered its biggest daily percentage gain since March 5, the Nasdaq notched its biggest since May 20 and the Dow its biggest since July 20.\nGains were broad-based, with all but one S&P 500 sector rising more than 1%.\nShares of Moderna Inc ended up 3.2% after a panel of expert advisers to the U.S. Food and Drug Administration voted to recommend booster shots of its COVID-19 vaccine for Americans aged 65 and older and those at high risk of severe illness.\nWalgreens Boots Alliance Inc jumped 7.4% after the drugstore chain reported fourth-quarter revenue and adjusted profit above estimates and forecast growth of 11% to 13% in the long term.\nU.S. companies are expected to report strong profit growth for the third quarter, but investors have been keen to hear what they say about rising costs, labor shortages and supply problems.\nAdvancing issues outnumbered declining ones on the NYSE by a 3.58-to-1 ratio; on Nasdaq, a 1.97-to-1 ratio favored advancers.\nThe S&P 500 posted 32 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 46 new lows.\nVolume on U.S. exchanges was 9.26 billion shares, compared with the 10.8 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866414568,"gmtCreate":1632796322854,"gmtModify":1632797567076,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>♥️","listText":"<a 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♥️♥️","images":[{"img":"https://static.tigerbbs.com/6066170fa758781ec45873b81b682c11","width":"1080","height":"3900"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847482493","isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":844217966,"gmtCreate":1636430255035,"gmtModify":1636430255332,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PATH\">$UiPath(PATH)$</a>♥️","listText":"<a 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href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>♥️","text":"$SoFi Technologies Inc.(SOFI)$♥️","images":[{"img":"https://static.tigerbbs.com/c100bffe9cdcfe1487a546a080701425","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825013842","isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":826815171,"gmtCreate":1634003050538,"gmtModify":1634003050674,"author":{"id":"4087270675600580","authorId":"4087270675600580","name":"Viboon","avatar":"https://static.tigerbbs.com/5d09f36a9730d96a3396498f4bc5453b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826815171","repostId":"2174186681","repostType":4,"repost":{"id":"2174186681","pubTimestamp":1633999598,"share":"https://www.laohu8.com/m/news/2174186681?lang=&edition=full","pubTime":"2021-10-12 08:46","market":"us","language":"en","title":"What Makes This Analyst Cautious On TSMC?","url":"https://stock-news.laohu8.com/highlight/detail?id=2174186681","media":"Benzinga","summary":"Cowen analyst Krish Sankar initiated coverage of Taiwan Semiconductor Manufacturing Co Ltd (NYSE: TS","content":"<ul>\n <li><b>Cowen&nbsp;</b>analyst Krish Sankar&nbsp;initiated coverage of&nbsp;<b>Taiwan Semiconductor Manufacturing Co Ltd</b>&nbsp;(NYSE: TSM) with a Market Perform rating and $120 price target, implying an 8% upside.</li>\n <li>While he views its \"industry-leading\" margins, process technology, execution, and market share as giving it a \"resilient earnings stream,\" he sees end demand as \"near term peak-ish.\" He prefers a better entry point on the shares.</li>\n <li>He also cites geopolitical risks and rising industry competition, and Capex as reasons for caution.</li>\n <li>DigiTimes Asia recently reported&nbsp;that TSMC would likely expand production capacities for its 7nm and 28nm process technologies, apart from its planned 5nm process expansion, which may prompt the foundry to raise its&nbsp;Capex outlook this year.</li>\n <li><b>Price Action:</b>&nbsp;TSM shares traded higher by 0.80% at $110.92 on the last check Monday.</li>\n</ul>\n<p>Latest Ratings for TSM</p>\n<table>\n <tbody>\n  <tr>\n   <th>Date</th>\n   <th>Firm</th>\n   <th>Action</th>\n   <th>From</th>\n   <th>To</th>\n  </tr>\n </tbody>\n <tbody>\n  <tr>\n   <td>Oct 2021</td>\n   <td>Cowen &amp; Co.</td>\n   <td>Initiates Coverage On</td>\n   <td></td>\n   <td>Market Perform</td>\n  </tr>\n  <tr>\n   <td>Jul 2021</td>\n   <td>Needham</td>\n   <td>Initiates Coverage On</td>\n   <td></td>\n   <td>Buy</td>\n  </tr>\n  <tr>\n   <td>Jun 2021</td>\n   <td>Susquehanna</td>\n   <td>Upgrades</td>\n   <td>Negative</td>\n   <td>Neutral</td>\n  </tr>\n </tbody>\n</table>","source":"yahoofinance","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>What Makes This Analyst Cautious On TSMC?</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; 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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\">\nWhat Makes This Analyst Cautious On TSMC?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-12 08:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/makes-analyst-cautious-tsmc-190738224.html><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cowen analyst Krish Sankar initiated coverage of Taiwan Semiconductor Manufacturing Co Ltd (NYSE: TSM) with a Market Perform rating and $120 price target, implying an 8% upside.\nWhile he views its \"...</p>\n\n<a href=\"https://finance.yahoo.com/news/makes-analyst-cautious-tsmc-190738224.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","03145":"华夏亚洲高息股"},"source_url":"https://finance.yahoo.com/news/makes-analyst-cautious-tsmc-190738224.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2174186681","content_text":"Cowen analyst Krish Sankar initiated coverage of Taiwan Semiconductor Manufacturing Co Ltd (NYSE: TSM) with a Market Perform rating and $120 price target, implying an 8% upside.\nWhile he views its \"industry-leading\" margins, process technology, execution, and market share as giving it a \"resilient earnings stream,\" he sees end demand as \"near term peak-ish.\" He prefers a better entry point on the shares.\nHe also cites geopolitical risks and rising industry competition, and Capex as reasons for caution.\nDigiTimes Asia recently reported that TSMC would likely expand production capacities for its 7nm and 28nm process technologies, apart from its planned 5nm process expansion, which may prompt the foundry to raise its Capex outlook this year.\nPrice Action: TSM shares traded higher by 0.80% at $110.92 on the last check Monday.\n\nLatest Ratings for TSM\n\n\n\nDate\nFirm\nAction\nFrom\nTo\n\n\n\n\nOct 2021\nCowen & Co.\nInitiates Coverage On\n\nMarket Perform\n\n\nJul 2021\nNeedham\nInitiates Coverage On\n\nBuy\n\n\nJun 2021\nSusquehanna\nUpgrades\nNegative\nNeutral","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}