MINH personal page - To The Moon

MINH

MINH

No personal profile

317Follow

7Followers

0Topic

0Badge

2023-04-03

noted

@nerdbull1669:Dividend ETF appealing to Income Investors

2022-11-12

Noted

Sorry, the original content has been removed

2022-11-12

Noted

Sorry, the original content has been removed

2022-11-12

Noted

Nvidia: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration

2022-09-29

Noted

Fed Officials Reinforce Rate-Hike Calls, Say Markets Got Message

2022-09-29

Noted

Bed Bath & Beyond Seesaws Lower After Another Wider-Than-Expected Loss, but the Improved Inventory Outlook

2022-09-29

Noted

Moderna, Novavax Hit 52-Week Lows

2022-09-07

Noted

U.S. Economy Largely Unchanged As Inflation Takes a Toll, Fed's Beige Book Says

2022-09-07

Noted

Sorry, the original content has been removed

2022-09-07

Noted

U.S. Stocks Extended Their Gains After Apple's Big Fall iPhone Event; Nasdaq Surged Over 2% While S&P 500 and Dow Jones Rose Over 1%

2022-09-07

Noted

U.S. Stocks Took off in Morning Trading; Dow Jones, Nasdaq and S&P 500 Jumped Over 0.8%

2022-09-07

Noted

Play Defense With The Vanguard S&P 500 Value ETF

2022-09-07

Noted

Play Defense With The Vanguard S&P 500 Value ETF

2022-09-07

Noted

Apple Cuts Shipment Forecasts for New MacBook Pro up to 30%: Analyst

2022-09-07

Noted

Starbucks' Howard Schultz Praises Incoming CEO As He Preps for Final Exit

2022-09-07

Noted

Sorry, the original content has been removed

2022-08-28

Noted

@特立独行Musk:看看打拼中的#馬斯克# ，你還滿足於安逸嗎？打拼創業中的馬斯克一天要工作14-16小時？這意味着你沒有時間閒聊、發微博、吃飯、從一個地方走到另一個地方或做任何其它事，你的世界只有工作……這是什麼概念？他把他的工作計劃性地安排在1個小時內——他的目標總是在每小時開始的時候開始，並盡力在每小時結束的時候完成一些任務。馬斯克曾經常睡在會議室裏，甚至睡在特斯拉生產線上機器下面的地板上……很多舊辦公區也曾是他的“陣地”。由於不良的飲食和生活習慣，馬斯克深受體重問題的困擾。因此，他現在有一個專職的營養學家負責他的所有飯食安排（包含在參加會議期間），以致此事也被人津津樂道。發推特對他來說也是工作需要，因爲他是公司信息的主要來源。他似乎也通過這一方式從公衆那裏獲取靈感與主意——你可以發現特斯拉汽車的許多特點都可以在他的推特交流上有跡可循——因爲當有人在推特上給他提出建議並得到他的回覆“Sure!”（當然好的意思）時，就意味着他會讓“它”發生！

2022-08-21

noted

@LISEE:$Arrival(ARVL)$kk$DraftKings Inc.(DKNG)$$Lucid Group Inc(LCID)$

2022-07-17

Noted

Sorry, the original content has been removed

2022-07-17

Noted

Sorry, the original content has been removed

Go to Tiger App to see more news

Invest in Global Markets with Tiger Brokers!

Open App

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3586859788675252","uuid":"3586859788675252","gmtCreate":1623766077323,"gmtModify":1628212788237,"name":"MINH","pinyin":"minh","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":7,"headSize":317,"tweetSize":167,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.12","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":9941427282,"gmtCreate":1680562389947,"gmtModify":1680562393417,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"noted","listText":"noted","text":"noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941427282","repostId":"9941572564","repostType":1,"repost":{"id":9941572564,"gmtCreate":1680499442659,"gmtModify":1680499907342,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"Dividend ETF appealing to Income Investors","htmlText":"Please find and follow my YT channel (nerdbull1669) for Daily SG and US Stock Watchlist. Do follow me as I share quality stock pick for Daily Watchlist. Part of my investment portfolio is also into Income investing. This might sound conservative, but this kind of investing is to generate cash flow. Hence, I would look at high yield dividend ETF, hoping to gain maximum return while maintaining a medium-high risk appetite. First, we understand what is a Dividend ETF. What Is a Dividend ETF? Dividend ETFs are exchange-traded funds that hold stocks with a strong history of paying dividends to their shareholders. When we own a dividend ETF, the fund managers will help to ensure that the holdings always are the ones which pay out good dividends. Similar to other exchange-traded fund (ETF), the","listText":"Please find and follow my YT channel (nerdbull1669) for Daily SG and US Stock Watchlist. Do follow me as I share quality stock pick for Daily Watchlist. Part of my investment portfolio is also into Income investing. This might sound conservative, but this kind of investing is to generate cash flow. Hence, I would look at high yield dividend ETF, hoping to gain maximum return while maintaining a medium-high risk appetite. First, we understand what is a Dividend ETF. What Is a Dividend ETF? Dividend ETFs are exchange-traded funds that hold stocks with a strong history of paying dividends to their shareholders. When we own a dividend ETF, the fund managers will help to ensure that the holdings always are the ones which pay out good dividends. Similar to other exchange-traded fund (ETF), the","text":"Please find and follow my YT channel (nerdbull1669) for Daily SG and US Stock Watchlist. Do follow me as I share quality stock pick for Daily Watchlist. Part of my investment portfolio is also into Income investing. This might sound conservative, but this kind of investing is to generate cash flow. Hence, I would look at high yield dividend ETF, hoping to gain maximum return while maintaining a medium-high risk appetite. First, we understand what is a Dividend ETF. What Is a Dividend ETF? Dividend ETFs are exchange-traded funds that hold stocks with a strong history of paying dividends to their shareholders. When we own a dividend ETF, the fund managers will help to ensure that the holdings always are the ones which pay out good dividends. Similar to other exchange-traded fund (ETF), the","images":[{"img":"https://community-static.tradeup.com/news/6b6550a6a73fdd563d447cb2a78ef0e1","width":"443","height":"574"},{"img":"https://community-static.tradeup.com/news/57d99d3252d1e618c902355a6d25bcf2","width":"1126","height":"149"},{"img":"https://community-static.tradeup.com/news/f6e378530e1dc75e989dad6a84c77b35","width":"1238","height":"514"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941572564","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960552034,"gmtCreate":1668214206428,"gmtModify":1676538029060,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960552034","repostId":"1134587202","repostType":4,"isVote":1,"tweetType":1,"viewCount":1495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960556592,"gmtCreate":1668214170717,"gmtModify":1676538029052,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960556592","repostId":"1134587202","repostType":4,"isVote":1,"tweetType":1,"viewCount":1038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960556266,"gmtCreate":1668214116355,"gmtModify":1676538029044,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960556266","repostId":"2282487556","repostType":4,"repost":{"id":"2282487556","kind":"highlight","pubTimestamp":1668213017,"share":"https://ttm.financial/m/news/2282487556?lang=&edition=full_marsco","pubTime":"2022-11-12 08:30","market":"us","language":"en","title":"Nvidia: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration","url":"https://stock-news.laohu8.com/highlight/detail?id=2282487556","media":"Seeking Alpha","summary":"SummaryNvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-","content":"<html><head></head><body><h2>Summary</h2><ul><li>Nvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-than-expected price increases in October that harbingers a potential &#34;dovish response from the Fed&#34;.</li><li>The stock&#39;s recent gains as a result of mitigating strategies taken against the newly imposed export restrictions to China is also welcome news, underscoring investors&#39; confidence in Nvidia&#39;s longer-term prospects.</li><li>Yet, mounting macroeconomic uncertainties still remain a large overhang on the stock&#39;s near-term performance, with renewed concerns of a crypto downturn adding complexity to the Nvidia stock&#39;s outlook.</li><li>The following analysis will walk through some of the latest developments in Nvidia&#39;s operating, macro and regulatory environment, and gauge their respective implications on the stock&#39;s near-term performance.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/821a26da6fd45d4119675770e348fdbe\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan</span></p><p>The better-than-expected CPI print for October unleashed a rally in both equities and credits on Thursday (November 10), with the tech-heavy Nasdaq 100 index adding close to $1 trillion in market cap over the span of one session. Nvidia (NASDAQ:NVDA) was one of the biggest gainers, staging a 14% intra-day rally to outperform the broader PHLX Semiconductor Index (SOX).</p><p>Signs of easing financial conditions is currently a core driver of investors’ confidence, which is corroborated by the strong intra-day gains observed during Thursday’s session. Yet, the broader market climate remains fragile, as the Fed’s monetary policy tightening trajectory has yet to peak, with consumer slowdown only now becoming more prevalent.</p><p>And specific to Nvidia, the company also faces operating challenges from worsening geopolitical tensions, though its recent release of the A800 data center GPUs exclusive to the Chinese market in compliance with U.S. regulatory requirements is a step in the right direction. But renewed crypto contagion fears are now sparking fresh concerns on the near-term performance of Nvidia’s GPU segment, which is already reeling from a broader decline in global PC demand this year.</p><p>Regardless of the near-term macro and industry-specific headwinds though, Nvidia’s robust one-day gain on Thursday underscores the strength of investors’ confidence in the stock still, given the underlying business’ positive potential in benefitting from longer-term advances stemming from its massive market share across high-growth verticals spanning high-performance computing (“HPC”) to AI-driven innovations like self-driving vehicles and the metaverse. With market conditions still choppy in the months ahead, the Nvidia stock’s latest rally is likely to fizzle, creating more compelling entry opportunities than its current valuation.</p><p><b>Macro Overview</b></p><p>The Federal Reserve maintained a hawkish tone after raising 75 bps for the fourth time consecutively this year in November as inflation remains far from the desired 2% target. With the October inflation print coming in better-than-expected, market participants are becoming more optimistic that the worst of rapid price increases this year are now behind, playing favorably to desires for a more dovish monetary policy trajectory and improving financial conditions ahead.</p><p>October headline CPI came in at 7.7%, softer than the average consensus estimate of 7.9%, marking the “smallest annual advance since the start of the year”. Meanwhile, core inflation – which strips the impact of volatile food and energy prices – came in at 6.3%, which is also a welcome improvement from consensus calls for 6.5%. Equities rallied across the board in response to the softer-than-expected inflation print, as it points to early signs of a structural slowdown in pricing increases that the Federal Reserve has been looking for before considering easing its monetary policy tightening plans. The latest improvement in pricing increases is supportive of the Fed’s planned rate hike for 50 bps in December, marking possibly the first deceleration in the pace of tightening since June.</p><p>Yet, any possibility of a sustained rally on signs of easing inflation and a potential Fed pivot remains remote. At 7.7%, current price increases remain far removed from the Fed’s desired 2% target, which aligns with Fed Chair Jerome Powell’s commentary earlier this month that the terminal rate could end up being higher than previously anticipated as tightening continues into restrictive territory to ensure inflation is contained. The remarks were further reinforced by Dallas Fed President Lorie Logan on Thursday (November 10):</p><blockquote>Today’s economic conditions are complex, but they can be summarized in five words: Inflation is much too high.</blockquote><blockquote>Not only is inflation far above the FOMC’s 2 percent target, but with aggregate demand continuing to outstrip supply, inflation has repeatedly come in higher than forecasters expected. This morning’s CPI [Consumer Price Index] data were a welcome relief, but there is still a long way to go.</blockquote><blockquote>Source: Federal Reserve Bank of Dallas</blockquote><p>What this effectively means is that the demand environment for Nvidia will continue to weaken, weighing on its near-term fundamental prospects. The stock’s valuation outlook over coming months will also remain volatile to changes in interest rates, which place a direct impact on multiples that dictate the value of the underlying business’ future prospects.</p><p>Specifically, on the fundamental front, continued rate hikes and “much too high” inflation implies tightening financial conditions over coming months, especially as ongoing deterioration in consumer sentiment this year now becomes materialized into a real decline in consumer purchasing power. Average personal savings in the U.S. have declined from 3.5% in the second quarter to 3.1% in the third quarter, a far-cry from the “five-year pre-COVID average of [approximately] 7.7%”. Consumers are also increasing reliance on credit card debt to sustain spending as purchasing power declines in the face of surging inflation – consumer credit card debt is now approaching the “pre-pandemic peak of $916 billion in September”, while “real average hourly earnings decreased in October and were down 2.8% from a year earlier… falling each month since April 2021” after adjusting for inflation.</p><p>Specific to Nvidia, weakening consumer spending is largely reflected through significant underperformance in its consumer-centric Gaming segment during the fiscal second quarter. And conditions have likely remained muted or worsened in the fiscal third quarter, as global PC demand continued on a rapid decline while discretionary purchases of consumer electronics remained stagnated.</p><p>And on the commercial front, which was previously regarded as relatively recession-resistant compared to the consumer end-market, spending has become more conscious as well based on commentary during the latest third quarter earnings season. Even resilient corporate cloud investments are showing signs of a slowdown or delay amid growing macroeconomic uncertainties, risking weakness in data center investments over the near-term, which would impact the performance of Nvidia’s star segment.</p><p>And on the valuation front, continued rate hikes are bound to further weigh on multiples. The value of high growth companies like Nvidia, with much of their prospects still being “far out in the future” are becoming increasingly susceptible to heavy discounting as a result of rising capital costs. This circles back to our earlier mention that any rally in the Nvidia stock observed as a result of the latest October inflation print will likely fizzle, as the double-whammy of valuation and fundamental challenges continue to play out over coming months.</p><p><b>Implications of the A800 Data Center GPU</b></p><p>Moving on from broader market headwinds, Nvidia is also facing industry-specific challenges stemming from intensifying U.S.-China relations as of late. As discussed in detail in our previous coverage on the stock, the latest ban imposed by the U.S. government on exports of advanced semiconductor technologies to China further complexes the operating backdrop for chip makers like Nvidia, which is already reeling from unraveling demand this year. The company had previously reiterated that it does not expect a material impact on its business as a result of the newly imposed restrictions, though the implementation of said export ban could result in a $400 million headwind to fiscal third quarter results.</p><p>In the latest development, Nvidia has confirmed the production of A800 data center GPUs made exclusively for the Chinese market in response to U.S. regulatory requirements. The A800 chips will be a direct replacement for the A100 that has been effectively banned from being exported to China. The A800 chips, which are also based on Nvidia’s Ampere architecture, will include three variants offering the same specs as the A100 chips. However, the “NVIDIA NVLink” technology implemented, which enables “seamless, high-speed communication between every GPU” within a system to facilitate the compute demands of increasingly complex AI and HPC workloads, will be downgraded from the A100’s standard 600GBps to 400GBps for the A800. The A800 has received regulatory clearance from the U.S. for export to China, with the hardware’s processing speed non-programmable to exceed the 400GBps cap, and thereby “limiting their usefulness” in HPC applications to restrict China’s military advancements. However, the company has yet to provide any immediate reprieve to restricted sales of the upcoming H100 Grace data center CPUs to China as a result of the new rules, which also relies on next-generation NVLink technology capable of at least 1.5x higher performance than existing Ampere-based processors.</p><p>As analyzed in our previous coverage, we expect Nvidia’s base case 12-month PT to hover around $150 and bull case 12-month PT of $160 as a result of the newly imposed export restrictions in addition to looming macroeconomic challenges. And the recent relief brought by the introduction of the A800 chips exclusive to the Chinese market – the largest source of semiconductor demand – is viewed as a positive development to support the stock’s potential leap beyond the base case PT and approach towards the near-term bull case PT. This is further corroborated by the stock’s intra-day leap of as much as 4% to reach the $150-level on November 8th upon announcement of the A800 chip which began productions in the fiscal third quarter, which was organic to positive investors’ sentiment on the news and separate from any positive macro development.</p><p><i>i. Bull Case Financial Forecast and Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69a9f8803dc4cfc1a6531cd5970e6116\" tg-width=\"640\" tg-height=\"345\" width=\"100%\" height=\"auto\"/><span>Nvidia Bull Case Financial Forecast (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ce58edfb1fd144ddb4958ce28aa3068\" tg-width=\"640\" tg-height=\"367\" width=\"100%\" height=\"auto\"/><span>Nvidia Bull Case PT (Author)</span></p><p><i>ii. Base Case Financial Forecast and Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a48b2c2079cc21eba075a71a080240c9\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"/><span>Nvidia Base Case Financial Forecast (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8c8bdcb85fdca3d00f2a79a9aa1f947\" tg-width=\"640\" tg-height=\"363\" width=\"100%\" height=\"auto\"/><span>Nvidia Base Case PT (Author)</span></p><p><i>iii. Bear Case Financial Forecast and Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55fa52330c071632e4c5480164c6da69\" tg-width=\"640\" tg-height=\"358\" width=\"100%\" height=\"auto\"/><span>Nvidia Bear Case Financial Forecast (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d24c4b920c94cd1163561b799af23cb\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"/><span>Nvidia Bear Case PT (Author)</span></p><p>However, the total elimination of Chinese demand for Nvidia’s best-selling A100 data center GPUs and H100 data center CPUs will remain an overhang on the company’s near-term fundamental performance. China is still the largest buyer of chips, and with Nvidia’s heavy reliance on HPC/data center sales to make-up for the near-term downturn in its consumer-centric segments, the company is still missing out on a chunk of market share that it would have otherwise been able to capitalize on if it were not for the newly imposed rules. Yet, we see the A800 as a positive development that will not only bring some partial relief to Nvidia’s near-term fundamental performance, but also an indicator of a potential equivalent for the company’s new foray in data center CPUs with its Hopper architecture. We see this as a probable implication for a potential clawback of revenue losses that were previously thought to be permanent due to the U.S.-imposed export curbs, which would be a plus to Nvidia’s near-term valuation prospects.</p><p><b>Implications of Crypto Contagion 2.0</b></p><p>As previously discussed, lingering crypto headwinds make another overhang that is harder to gauge on Nvidia’s near-term performance. Recall that a non-disclosed portion of Nvidia’s Gaming segment sales are driven by GPU demand from crypto mining, which has experienced a material slowdown this year following the Luna/Terra death spiral (UST-USD / LUNC-USD / LUNA-USD) in May and the Ethereum Merge (ETH-USD) that took place in September.</p><p>While cryptocurrencies saw some reprieve in prices in late October, earlier hopes of an emergence from the latest crypto winter have been stymied by the latest FTX wind-down. It has been a tumultuous week for crypto. The intensifying feud last weekend between Binance (BNB-USD) founder and CEO Changpeng “CZ” Zhao and FTX founder and CEO Sam Bankman-Fried following the former’s decision to liquidate its holdings in the latter’s FTT coins (FTT-USD) had rapidly turned into a liquidity crunch for FTX.com, which later turned into a potential bailout by Binance. And within 24 hours, the relief deal soured with Binance pulling out from the non-binding bailout agreement, and FTX facing bankruptcy risks. Contagion fears are also spreading like wild fire again, with BlockFi being the latest victim in the downward spiraling situation.</p><p>Cryptocurrencies have plummeted this week as a result of the latest drama unfolding in real-time within the digital assets industry. Even Thursday’s relief rally on the back of easing inflation signals failed to restore confidence in the risky asset, with Bitcoin prices dipping below $17,000 at one point. Many Bitcoin miners have already either sold their coins or mining equipment to raise cash needed to weather the protracted crypto winter, with some even halting expansion efforts as a pre-emptive measure against rising liquidity pressures:</p><blockquote>Contagion risks in cryptocurrencies, following on from the FTX-Alameda collapse, will take a long time to work through and the market remains vulnerable…We’re going to see definite lower volumes because people are going to hold back at this moment in time.</blockquote><blockquote>Source: Bloomberg</blockquote><p>While Nvidia’s latest release of the A800 chips and the broader market rally on signs of easing inflation this week have largely overshadowed potential contagion risks to demand for its gaming / crypto-mining GPUs, we see the latest crypto rout as a new bout of challenge on the chipmaker’s already-stagnate Gaming segment. As mentioned in the earlier section, Nvidia’s Gaming segment has already seen a significant decline in sales as a result of “softness in Europe related to the war in Ukraine and COVID lockdowns in China” that have been worsened by “lower units and lower ASPs” due to deteriorating macro conditions, and inadvertently, consumer demand. The latest crypto whiplash is likely to bring about further declines in crypto mining activity, thus adding to the Gaming segment’s near-term turmoil given an undisclosed portion of its sales are still linked to crypto mining demand.</p><p>In addition to a contagion impact from the recent crypto debacle on the Gaming segment’s sales, Nvidia also risks another write-off related to its inventory of crypto-mining processors, “CMP”. Although any related amount is not expected to place a material impact on its fundamental nor valuation prospects – for perspective, Nvidia had already reported a $1.32 billion CMP inventory write-down during the fiscal second quarter – it does not bode well for the company’s profit margins, nonetheless. This makes another near-term challenge to consider ahead of its upcoming fiscal third quarter earnings release, as investors’ preference shift towards profitability over growth ahead of an increasingly uncertain market climate.</p><p><b>Final Thoughts</b></p><p>As we have previously noted – when it rains, it pours for Nvidia. The near-term operating environment for the company remains a challenge, and the market backdrop for the stock’s near-term prospects continues to be turbulent. While the latest macro development pertaining to signs of easing inflation makes a positive point for valuation multiples, it is too soon to tell if the related rally is sustainable as price increases remain far out from the Fed’s 2% target. Continued Fed monetary policy tightening into restrictive territory to ensure inflation is under control for good means further deterioration in financial conditions ahead. And the recent easing observed in China’s stringent COVID Zero policies are also adding pressure to a tightening oil market – especially as the OPEC+ slashes production this month to prevent further price declines. With a potential return of demand from the world’s largest oil importer, the tightening oil market today is unlikely to handle such a sudden influx, adding to risks of a rebound in price pressures in the near-term, which corroborates continued hawkishness in the Fed’s policy agenda.</p><p>And while Nvidia’s recent introduction of the A800 is a step in the right direction to mitigate the impact of fraying U.S.-China relations, there is still work to be done to recoup the majority of lost revenues from other verticals as a result of the latest export restrictions. The latest crypto turmoil also brings renewed pressure on the company’s already-staggering Gaming segment.</p><p>Despite a cautious sentiment over Nvidia’s near-term outlook, the company remains well-positioned to capitalize on high-growth opportunities driven by secular demand across multiple verticals in which it specifically caters to over the longer-term. Nvidia’s offerings remain a critical backbone to almost every technology used across all daily life settings today and tomorrow, from HPC applications satisfying cloud-computing demand, to AI applications addressing nascent developments like autonomous mobility and the metaverse. The steadfast confidence in the company’s long-term bullishness is further evidenced by the Nvidia stock’s outsized gains on Thursday. Although further downturns in the stock are expected within the near-term to wipe-out its impressive intra-day gains observed this week, we view them as compelling risk-reward opportunities for longer-term upside potential ahead.</p><p><i>This article is written by </i><i>Livy Investment Research</i><i> for reference only. Please note the risks.</i></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>Nvidia: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration</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: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-12 08:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4556472-nvidia-a800-chips-crypto-contagion-and-macro-deterioration><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-than-expected price increases in October that harbingers a potential \"dovish response from the Fed\"....</p>\n\n<a href=\"https://seekingalpha.com/article/4556472-nvidia-a800-chips-crypto-contagion-and-macro-deterioration\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4556472-nvidia-a800-chips-crypto-contagion-and-macro-deterioration","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282487556","content_text":"SummaryNvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-than-expected price increases in October that harbingers a potential \"dovish response from the Fed\".The stock's recent gains as a result of mitigating strategies taken against the newly imposed export restrictions to China is also welcome news, underscoring investors' confidence in Nvidia's longer-term prospects.Yet, mounting macroeconomic uncertainties still remain a large overhang on the stock's near-term performance, with renewed concerns of a crypto downturn adding complexity to the Nvidia stock's outlook.The following analysis will walk through some of the latest developments in Nvidia's operating, macro and regulatory environment, and gauge their respective implications on the stock's near-term performance.Justin SullivanThe better-than-expected CPI print for October unleashed a rally in both equities and credits on Thursday (November 10), with the tech-heavy Nasdaq 100 index adding close to $1 trillion in market cap over the span of one session. Nvidia (NASDAQ:NVDA) was one of the biggest gainers, staging a 14% intra-day rally to outperform the broader PHLX Semiconductor Index (SOX).Signs of easing financial conditions is currently a core driver of investors’ confidence, which is corroborated by the strong intra-day gains observed during Thursday’s session. Yet, the broader market climate remains fragile, as the Fed’s monetary policy tightening trajectory has yet to peak, with consumer slowdown only now becoming more prevalent.And specific to Nvidia, the company also faces operating challenges from worsening geopolitical tensions, though its recent release of the A800 data center GPUs exclusive to the Chinese market in compliance with U.S. regulatory requirements is a step in the right direction. But renewed crypto contagion fears are now sparking fresh concerns on the near-term performance of Nvidia’s GPU segment, which is already reeling from a broader decline in global PC demand this year.Regardless of the near-term macro and industry-specific headwinds though, Nvidia’s robust one-day gain on Thursday underscores the strength of investors’ confidence in the stock still, given the underlying business’ positive potential in benefitting from longer-term advances stemming from its massive market share across high-growth verticals spanning high-performance computing (“HPC”) to AI-driven innovations like self-driving vehicles and the metaverse. With market conditions still choppy in the months ahead, the Nvidia stock’s latest rally is likely to fizzle, creating more compelling entry opportunities than its current valuation.Macro OverviewThe Federal Reserve maintained a hawkish tone after raising 75 bps for the fourth time consecutively this year in November as inflation remains far from the desired 2% target. With the October inflation print coming in better-than-expected, market participants are becoming more optimistic that the worst of rapid price increases this year are now behind, playing favorably to desires for a more dovish monetary policy trajectory and improving financial conditions ahead.October headline CPI came in at 7.7%, softer than the average consensus estimate of 7.9%, marking the “smallest annual advance since the start of the year”. Meanwhile, core inflation – which strips the impact of volatile food and energy prices – came in at 6.3%, which is also a welcome improvement from consensus calls for 6.5%. Equities rallied across the board in response to the softer-than-expected inflation print, as it points to early signs of a structural slowdown in pricing increases that the Federal Reserve has been looking for before considering easing its monetary policy tightening plans. The latest improvement in pricing increases is supportive of the Fed’s planned rate hike for 50 bps in December, marking possibly the first deceleration in the pace of tightening since June.Yet, any possibility of a sustained rally on signs of easing inflation and a potential Fed pivot remains remote. At 7.7%, current price increases remain far removed from the Fed’s desired 2% target, which aligns with Fed Chair Jerome Powell’s commentary earlier this month that the terminal rate could end up being higher than previously anticipated as tightening continues into restrictive territory to ensure inflation is contained. The remarks were further reinforced by Dallas Fed President Lorie Logan on Thursday (November 10):Today’s economic conditions are complex, but they can be summarized in five words: Inflation is much too high.Not only is inflation far above the FOMC’s 2 percent target, but with aggregate demand continuing to outstrip supply, inflation has repeatedly come in higher than forecasters expected. This morning’s CPI [Consumer Price Index] data were a welcome relief, but there is still a long way to go.Source: Federal Reserve Bank of DallasWhat this effectively means is that the demand environment for Nvidia will continue to weaken, weighing on its near-term fundamental prospects. The stock’s valuation outlook over coming months will also remain volatile to changes in interest rates, which place a direct impact on multiples that dictate the value of the underlying business’ future prospects.Specifically, on the fundamental front, continued rate hikes and “much too high” inflation implies tightening financial conditions over coming months, especially as ongoing deterioration in consumer sentiment this year now becomes materialized into a real decline in consumer purchasing power. Average personal savings in the U.S. have declined from 3.5% in the second quarter to 3.1% in the third quarter, a far-cry from the “five-year pre-COVID average of [approximately] 7.7%”. Consumers are also increasing reliance on credit card debt to sustain spending as purchasing power declines in the face of surging inflation – consumer credit card debt is now approaching the “pre-pandemic peak of $916 billion in September”, while “real average hourly earnings decreased in October and were down 2.8% from a year earlier… falling each month since April 2021” after adjusting for inflation.Specific to Nvidia, weakening consumer spending is largely reflected through significant underperformance in its consumer-centric Gaming segment during the fiscal second quarter. And conditions have likely remained muted or worsened in the fiscal third quarter, as global PC demand continued on a rapid decline while discretionary purchases of consumer electronics remained stagnated.And on the commercial front, which was previously regarded as relatively recession-resistant compared to the consumer end-market, spending has become more conscious as well based on commentary during the latest third quarter earnings season. Even resilient corporate cloud investments are showing signs of a slowdown or delay amid growing macroeconomic uncertainties, risking weakness in data center investments over the near-term, which would impact the performance of Nvidia’s star segment.And on the valuation front, continued rate hikes are bound to further weigh on multiples. The value of high growth companies like Nvidia, with much of their prospects still being “far out in the future” are becoming increasingly susceptible to heavy discounting as a result of rising capital costs. This circles back to our earlier mention that any rally in the Nvidia stock observed as a result of the latest October inflation print will likely fizzle, as the double-whammy of valuation and fundamental challenges continue to play out over coming months.Implications of the A800 Data Center GPUMoving on from broader market headwinds, Nvidia is also facing industry-specific challenges stemming from intensifying U.S.-China relations as of late. As discussed in detail in our previous coverage on the stock, the latest ban imposed by the U.S. government on exports of advanced semiconductor technologies to China further complexes the operating backdrop for chip makers like Nvidia, which is already reeling from unraveling demand this year. The company had previously reiterated that it does not expect a material impact on its business as a result of the newly imposed restrictions, though the implementation of said export ban could result in a $400 million headwind to fiscal third quarter results.In the latest development, Nvidia has confirmed the production of A800 data center GPUs made exclusively for the Chinese market in response to U.S. regulatory requirements. The A800 chips will be a direct replacement for the A100 that has been effectively banned from being exported to China. The A800 chips, which are also based on Nvidia’s Ampere architecture, will include three variants offering the same specs as the A100 chips. However, the “NVIDIA NVLink” technology implemented, which enables “seamless, high-speed communication between every GPU” within a system to facilitate the compute demands of increasingly complex AI and HPC workloads, will be downgraded from the A100’s standard 600GBps to 400GBps for the A800. The A800 has received regulatory clearance from the U.S. for export to China, with the hardware’s processing speed non-programmable to exceed the 400GBps cap, and thereby “limiting their usefulness” in HPC applications to restrict China’s military advancements. However, the company has yet to provide any immediate reprieve to restricted sales of the upcoming H100 Grace data center CPUs to China as a result of the new rules, which also relies on next-generation NVLink technology capable of at least 1.5x higher performance than existing Ampere-based processors.As analyzed in our previous coverage, we expect Nvidia’s base case 12-month PT to hover around $150 and bull case 12-month PT of $160 as a result of the newly imposed export restrictions in addition to looming macroeconomic challenges. And the recent relief brought by the introduction of the A800 chips exclusive to the Chinese market – the largest source of semiconductor demand – is viewed as a positive development to support the stock’s potential leap beyond the base case PT and approach towards the near-term bull case PT. This is further corroborated by the stock’s intra-day leap of as much as 4% to reach the $150-level on November 8th upon announcement of the A800 chip which began productions in the fiscal third quarter, which was organic to positive investors’ sentiment on the news and separate from any positive macro development.i. Bull Case Financial Forecast and Valuation Analysis:Nvidia Bull Case Financial Forecast (Author)Nvidia Bull Case PT (Author)ii. Base Case Financial Forecast and Valuation Analysis:Nvidia Base Case Financial Forecast (Author)Nvidia Base Case PT (Author)iii. Bear Case Financial Forecast and Valuation Analysis:Nvidia Bear Case Financial Forecast (Author)Nvidia Bear Case PT (Author)However, the total elimination of Chinese demand for Nvidia’s best-selling A100 data center GPUs and H100 data center CPUs will remain an overhang on the company’s near-term fundamental performance. China is still the largest buyer of chips, and with Nvidia’s heavy reliance on HPC/data center sales to make-up for the near-term downturn in its consumer-centric segments, the company is still missing out on a chunk of market share that it would have otherwise been able to capitalize on if it were not for the newly imposed rules. Yet, we see the A800 as a positive development that will not only bring some partial relief to Nvidia’s near-term fundamental performance, but also an indicator of a potential equivalent for the company’s new foray in data center CPUs with its Hopper architecture. We see this as a probable implication for a potential clawback of revenue losses that were previously thought to be permanent due to the U.S.-imposed export curbs, which would be a plus to Nvidia’s near-term valuation prospects.Implications of Crypto Contagion 2.0As previously discussed, lingering crypto headwinds make another overhang that is harder to gauge on Nvidia’s near-term performance. Recall that a non-disclosed portion of Nvidia’s Gaming segment sales are driven by GPU demand from crypto mining, which has experienced a material slowdown this year following the Luna/Terra death spiral (UST-USD / LUNC-USD / LUNA-USD) in May and the Ethereum Merge (ETH-USD) that took place in September.While cryptocurrencies saw some reprieve in prices in late October, earlier hopes of an emergence from the latest crypto winter have been stymied by the latest FTX wind-down. It has been a tumultuous week for crypto. The intensifying feud last weekend between Binance (BNB-USD) founder and CEO Changpeng “CZ” Zhao and FTX founder and CEO Sam Bankman-Fried following the former’s decision to liquidate its holdings in the latter’s FTT coins (FTT-USD) had rapidly turned into a liquidity crunch for FTX.com, which later turned into a potential bailout by Binance. And within 24 hours, the relief deal soured with Binance pulling out from the non-binding bailout agreement, and FTX facing bankruptcy risks. Contagion fears are also spreading like wild fire again, with BlockFi being the latest victim in the downward spiraling situation.Cryptocurrencies have plummeted this week as a result of the latest drama unfolding in real-time within the digital assets industry. Even Thursday’s relief rally on the back of easing inflation signals failed to restore confidence in the risky asset, with Bitcoin prices dipping below $17,000 at one point. Many Bitcoin miners have already either sold their coins or mining equipment to raise cash needed to weather the protracted crypto winter, with some even halting expansion efforts as a pre-emptive measure against rising liquidity pressures:Contagion risks in cryptocurrencies, following on from the FTX-Alameda collapse, will take a long time to work through and the market remains vulnerable…We’re going to see definite lower volumes because people are going to hold back at this moment in time.Source: BloombergWhile Nvidia’s latest release of the A800 chips and the broader market rally on signs of easing inflation this week have largely overshadowed potential contagion risks to demand for its gaming / crypto-mining GPUs, we see the latest crypto rout as a new bout of challenge on the chipmaker’s already-stagnate Gaming segment. As mentioned in the earlier section, Nvidia’s Gaming segment has already seen a significant decline in sales as a result of “softness in Europe related to the war in Ukraine and COVID lockdowns in China” that have been worsened by “lower units and lower ASPs” due to deteriorating macro conditions, and inadvertently, consumer demand. The latest crypto whiplash is likely to bring about further declines in crypto mining activity, thus adding to the Gaming segment’s near-term turmoil given an undisclosed portion of its sales are still linked to crypto mining demand.In addition to a contagion impact from the recent crypto debacle on the Gaming segment’s sales, Nvidia also risks another write-off related to its inventory of crypto-mining processors, “CMP”. Although any related amount is not expected to place a material impact on its fundamental nor valuation prospects – for perspective, Nvidia had already reported a $1.32 billion CMP inventory write-down during the fiscal second quarter – it does not bode well for the company’s profit margins, nonetheless. This makes another near-term challenge to consider ahead of its upcoming fiscal third quarter earnings release, as investors’ preference shift towards profitability over growth ahead of an increasingly uncertain market climate.Final ThoughtsAs we have previously noted – when it rains, it pours for Nvidia. The near-term operating environment for the company remains a challenge, and the market backdrop for the stock’s near-term prospects continues to be turbulent. While the latest macro development pertaining to signs of easing inflation makes a positive point for valuation multiples, it is too soon to tell if the related rally is sustainable as price increases remain far out from the Fed’s 2% target. Continued Fed monetary policy tightening into restrictive territory to ensure inflation is under control for good means further deterioration in financial conditions ahead. And the recent easing observed in China’s stringent COVID Zero policies are also adding pressure to a tightening oil market – especially as the OPEC+ slashes production this month to prevent further price declines. With a potential return of demand from the world’s largest oil importer, the tightening oil market today is unlikely to handle such a sudden influx, adding to risks of a rebound in price pressures in the near-term, which corroborates continued hawkishness in the Fed’s policy agenda.And while Nvidia’s recent introduction of the A800 is a step in the right direction to mitigate the impact of fraying U.S.-China relations, there is still work to be done to recoup the majority of lost revenues from other verticals as a result of the latest export restrictions. The latest crypto turmoil also brings renewed pressure on the company’s already-staggering Gaming segment.Despite a cautious sentiment over Nvidia’s near-term outlook, the company remains well-positioned to capitalize on high-growth opportunities driven by secular demand across multiple verticals in which it specifically caters to over the longer-term. Nvidia’s offerings remain a critical backbone to almost every technology used across all daily life settings today and tomorrow, from HPC applications satisfying cloud-computing demand, to AI applications addressing nascent developments like autonomous mobility and the metaverse. The steadfast confidence in the company’s long-term bullishness is further evidenced by the Nvidia stock’s outsized gains on Thursday. Although further downturns in the stock are expected within the near-term to wipe-out its impressive intra-day gains observed this week, we view them as compelling risk-reward opportunities for longer-term upside potential ahead.This article is written by Livy Investment Research for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916013395,"gmtCreate":1664486631617,"gmtModify":1676537462136,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916013395","repostId":"1152954810","repostType":4,"repost":{"id":"1152954810","kind":"news","pubTimestamp":1664466614,"share":"https://ttm.financial/m/news/1152954810?lang=&edition=full_marsco","pubTime":"2022-09-29 23:50","market":"us","language":"en","title":"Fed Officials Reinforce Rate-Hike Calls, Say Markets Got Message","url":"https://stock-news.laohu8.com/highlight/detail?id=1152954810","media":"Bloomberg","summary":"Bullard says markets have ‘digested’ message on rate hikesMester says rates are ‘still not even in r","content":"<html><head></head><body><ul><li>Bullard says markets have ‘digested’ message on rate hikes</li><li>Mester says rates are ‘still not even in restricted territory’</li></ul><p>Federal Reserve officials reiterated Thursday that they will keep raising interest rates to restrain high inflation, and that markets are now understanding the message.</p><p>“If you look at the dots, it does look like the committee is expecting a fair amount of additional moves this year,” St. Louis Fed President James Bullard told a virtual emerging-market forum, referring to the bank’s so-called dot plot of projections. “I think that that was digested by markets and does seem to be the right interpretation.”</p><p>Cleveland Fed chief Loretta Mester repeated that officials are resolute in their quest to increase rates to a level seen as restrictive.</p><p>“Real interest rates -- judged by the expectations over the next year of inflation -- have to be in positive territory and held there for a time,” she said earlier in an interview on CNBC. “We’re still not even in restricted territory on the funds rate.”</p><p><img src=\"https://static.tigerbbs.com/972431d8bf1881bb5d4349f65cfcd300\" tg-width=\"698\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/>Fed officials raised interest rates by 75 basis points on Sept. 21 for the third straight meeting, bringing the target for the benchmark federal funds rate to a range of 3% to 3.25%.</p><p>Their quarterly Summary of Economic Projections, or dot plot, shows a median forecast of rates reaching 4.4% by the end of this year, implying a further 1.25 percentage points of tightening over their remaining two meetings in November and December.</p><p>Mester said her forecast is probably a bit above the median path because she sees inflation being persistent, based on her conversations with businesses, community development groups and other sources.</p><p>“In my SEP I have inflation coming down, but we have to bring interest rates up to get that downward shift in inflation,” she said, adding that the US economy has so far been able to handle the higher interest rates.</p><h3>UK Turmoil</h3><p>She drew a distinction between US markets and what is happening in the UK, where the Bank of England announced Wednesday that it would launch unlimited bond buying to address market dysfunction. When the Fed announced its bond purchases in the early months of the pandemic, it did so at a time when it was also lowering rates to support the economy, she said.</p><p>The BOE faces some communication issues because it is lifting rates but needed to purchase assets, which is typically viewed as a method for easing monetary policy, in order to support financial stability, Mester said.</p><p>“It’s a challenging situation for them,” Mester said. “For financial stability reasons and for market functioning reasons they had to go in and buy bonds.”</p><p>“Market functioning is incredibly important because you won’t be able to hit any monetary policy goals if the markets aren’t functioning,” she said. “That’s different than worrying about volatility in the markets.” Mester said that so far, there had been no sign of dysfunction in US financial markets.</p></body></html>","source":"lsy1584095487587","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>Fed Officials Reinforce Rate-Hike Calls, Say Markets Got Message</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\">\nFed Officials Reinforce Rate-Hike Calls, Say Markets Got Message\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-29 23:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-09-29/fed-s-bullard-says-markets-have-gotten-the-message-on-rate-hikes><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bullard says markets have ‘digested’ message on rate hikesMester says rates are ‘still not even in restricted territory’Federal Reserve officials reiterated Thursday that they will keep raising ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-29/fed-s-bullard-says-markets-have-gotten-the-message-on-rate-hikes\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-09-29/fed-s-bullard-says-markets-have-gotten-the-message-on-rate-hikes","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152954810","content_text":"Bullard says markets have ‘digested’ message on rate hikesMester says rates are ‘still not even in restricted territory’Federal Reserve officials reiterated Thursday that they will keep raising interest rates to restrain high inflation, and that markets are now understanding the message.“If you look at the dots, it does look like the committee is expecting a fair amount of additional moves this year,” St. Louis Fed President James Bullard told a virtual emerging-market forum, referring to the bank’s so-called dot plot of projections. “I think that that was digested by markets and does seem to be the right interpretation.”Cleveland Fed chief Loretta Mester repeated that officials are resolute in their quest to increase rates to a level seen as restrictive.“Real interest rates -- judged by the expectations over the next year of inflation -- have to be in positive territory and held there for a time,” she said earlier in an interview on CNBC. “We’re still not even in restricted territory on the funds rate.”Fed officials raised interest rates by 75 basis points on Sept. 21 for the third straight meeting, bringing the target for the benchmark federal funds rate to a range of 3% to 3.25%.Their quarterly Summary of Economic Projections, or dot plot, shows a median forecast of rates reaching 4.4% by the end of this year, implying a further 1.25 percentage points of tightening over their remaining two meetings in November and December.Mester said her forecast is probably a bit above the median path because she sees inflation being persistent, based on her conversations with businesses, community development groups and other sources.“In my SEP I have inflation coming down, but we have to bring interest rates up to get that downward shift in inflation,” she said, adding that the US economy has so far been able to handle the higher interest rates.UK TurmoilShe drew a distinction between US markets and what is happening in the UK, where the Bank of England announced Wednesday that it would launch unlimited bond buying to address market dysfunction. When the Fed announced its bond purchases in the early months of the pandemic, it did so at a time when it was also lowering rates to support the economy, she said.The BOE faces some communication issues because it is lifting rates but needed to purchase assets, which is typically viewed as a method for easing monetary policy, in order to support financial stability, Mester said.“It’s a challenging situation for them,” Mester said. “For financial stability reasons and for market functioning reasons they had to go in and buy bonds.”“Market functioning is incredibly important because you won’t be able to hit any monetary policy goals if the markets aren’t functioning,” she said. “That’s different than worrying about volatility in the markets.” Mester said that so far, there had been no sign of dysfunction in US financial markets.","news_type":1},"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916013907,"gmtCreate":1664486618509,"gmtModify":1676537462129,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916013907","repostId":"2271719439","repostType":4,"repost":{"id":"2271719439","kind":"highlight","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":1664464280,"share":"https://ttm.financial/m/news/2271719439?lang=&edition=full_marsco","pubTime":"2022-09-29 23:11","market":"us","language":"en","title":"Bed Bath & Beyond Seesaws Lower After Another Wider-Than-Expected Loss, but the Improved Inventory Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2271719439","media":"Dow Jones","summary":"Home-goods retailer extends string of bottom-line misses to 6 quarters, but beats FCF guidance has m","content":"<html><head></head><body><p>Home-goods retailer extends string of bottom-line misses to 6 quarters, but beats FCF guidance has made &#39;progress&#39; on inventories.</p><p>Shares of Bed Bath &amp; Beyond Inc. seesawed into negative territory in morning trading Thursday, after the home-goods retailer reported a much wider-than-expected fiscal second-quarter loss, but showed that &#34;accelerated markdowns&#34; had helped improve the inventory overhang.</p><p><img src=\"https://static.tigerbbs.com/f312704465cfb3ac5c69ab101ecdf61e\" tg-width=\"859\" tg-height=\"672\" width=\"100%\" height=\"auto\"/>The stock rallied dropped as much as 5.6% in premarket trading just moments after the release of the results, then shot up to a gain of as much as 6.2% before paring gains. Since the opening bell, the stock has traded in a range of down 5.4% to up 1.7%, and before settling to be down 0.9% in recent trading.</p><p>The company <a href=\"https://laohu8.com/S/BBBY\">$(BBBY)$</a> reported a net loss for the quarter to Aug. 27 that widened to $366 million, or $4.59 a share, from a loss of $73 million, or 72 cents a share, in the same period a year ago. Gross margin contracted to 27.7% from 30.3%, to reflect the negative impact of accelerated inventory clearance.</p><p>Excluding nonrecurring items, such as severance costs and other restructuring charges, the adjusted per-share loss of $3.22 was wider than the FactSet loss consensus of $1.79. That marks the sixth-straight quarter the company has missed bottom-line expectations.</p><p>Total sales fell 27.6% to $1.44 billion, just below the FactSet consensus of $1.45 billion, while same-store sales matched expectations of a 26.0% drop. That&#39;s the fifth-straight quarter the company missed top-line expectations.</p><p>On the bright side, merchandise inventories were valued at $1.58 billion as of Aug. 27, down from $1.73 billion at the end of February and just below last year&#39;s $1.59 billion.</p><p>And free cash flow <a href=\"https://laohu8.com/S/FCF\">$(FCF)$</a> was negative $320.5 million, which was slightly better than guidance provided last month for FCF usage of approximately $325 million. And the company said it anticipates operating cash flow to be &#34;breakeven&#34; by the end of fiscal 2022.</p><p>Don&#39;t miss: Bed Bath &amp; Beyond&#39;s turnaround plan leaves &#39;questions that have really not been answered to any degree.&#39;</p><p>&#34;While our sales and profit results do not yet reflect the strategic and financial actions we have initiated to change our performance, they do demonstrate sequential progress in several key areas,&#34; said interim Chief Executive Sue Gove.</p><p>Gove said that after suffering a significant dislocation between sales and inventory in the first quarter, the company started immediately addressing that dislocation in the second quarter. &#34;Aggressive inventory optimization actions, including accelerated markdowns and strategic promotions, led to double digit improvement in this gap,&#34; Gove said.</p><p>The results come after the &#34;meme stock&#34; suffered an asteroid-like plunge following a meteoric surge over the past couple months, as an active crowd of retail investors fended off cash concerns, job cuts, store closures, a sales warning and the death of its chief financial officer that was ruled a suicide.</p><p>Also read: About 150 Bed Bath &amp; Beyond stores are closing -- here&#39;s the complete list so far.</p><p>The stock rocketed about 359% from the end of July to Aug. 17, then has plunged 72% since then through Wednesday&#39;s close.</p><p>Looking ahead, the company reiterated the fiscal 2022 guidance range provided last month for a comparable sales decline &#34;in the 20% range.&#34;</p><p>So far this year, Bed Bath&#39;s stock has tumbled 56.1%, while the SPDR S&amp;P Retail exchange-traded fund <a href=\"https://laohu8.com/S/XRT\">$(XRT)$</a> has sunk 36.6% and the S&amp;P 500 index  has shed 23.8%.</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>Bed Bath & Beyond Seesaws Lower After Another Wider-Than-Expected Loss, but the Improved Inventory Outlook</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\">\nBed Bath & Beyond Seesaws Lower After Another Wider-Than-Expected Loss, but the Improved Inventory Outlook\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\">2022-09-29 23:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Home-goods retailer extends string of bottom-line misses to 6 quarters, but beats FCF guidance has made &#39;progress&#39; on inventories.</p><p>Shares of Bed Bath &amp; Beyond Inc. seesawed into negative territory in morning trading Thursday, after the home-goods retailer reported a much wider-than-expected fiscal second-quarter loss, but showed that &#34;accelerated markdowns&#34; had helped improve the inventory overhang.</p><p><img src=\"https://static.tigerbbs.com/f312704465cfb3ac5c69ab101ecdf61e\" tg-width=\"859\" tg-height=\"672\" width=\"100%\" height=\"auto\"/>The stock rallied dropped as much as 5.6% in premarket trading just moments after the release of the results, then shot up to a gain of as much as 6.2% before paring gains. Since the opening bell, the stock has traded in a range of down 5.4% to up 1.7%, and before settling to be down 0.9% in recent trading.</p><p>The company <a href=\"https://laohu8.com/S/BBBY\">$(BBBY)$</a> reported a net loss for the quarter to Aug. 27 that widened to $366 million, or $4.59 a share, from a loss of $73 million, or 72 cents a share, in the same period a year ago. Gross margin contracted to 27.7% from 30.3%, to reflect the negative impact of accelerated inventory clearance.</p><p>Excluding nonrecurring items, such as severance costs and other restructuring charges, the adjusted per-share loss of $3.22 was wider than the FactSet loss consensus of $1.79. That marks the sixth-straight quarter the company has missed bottom-line expectations.</p><p>Total sales fell 27.6% to $1.44 billion, just below the FactSet consensus of $1.45 billion, while same-store sales matched expectations of a 26.0% drop. That&#39;s the fifth-straight quarter the company missed top-line expectations.</p><p>On the bright side, merchandise inventories were valued at $1.58 billion as of Aug. 27, down from $1.73 billion at the end of February and just below last year&#39;s $1.59 billion.</p><p>And free cash flow <a href=\"https://laohu8.com/S/FCF\">$(FCF)$</a> was negative $320.5 million, which was slightly better than guidance provided last month for FCF usage of approximately $325 million. And the company said it anticipates operating cash flow to be &#34;breakeven&#34; by the end of fiscal 2022.</p><p>Don&#39;t miss: Bed Bath &amp; Beyond&#39;s turnaround plan leaves &#39;questions that have really not been answered to any degree.&#39;</p><p>&#34;While our sales and profit results do not yet reflect the strategic and financial actions we have initiated to change our performance, they do demonstrate sequential progress in several key areas,&#34; said interim Chief Executive Sue Gove.</p><p>Gove said that after suffering a significant dislocation between sales and inventory in the first quarter, the company started immediately addressing that dislocation in the second quarter. &#34;Aggressive inventory optimization actions, including accelerated markdowns and strategic promotions, led to double digit improvement in this gap,&#34; Gove said.</p><p>The results come after the &#34;meme stock&#34; suffered an asteroid-like plunge following a meteoric surge over the past couple months, as an active crowd of retail investors fended off cash concerns, job cuts, store closures, a sales warning and the death of its chief financial officer that was ruled a suicide.</p><p>Also read: About 150 Bed Bath &amp; Beyond stores are closing -- here&#39;s the complete list so far.</p><p>The stock rocketed about 359% from the end of July to Aug. 17, then has plunged 72% since then through Wednesday&#39;s close.</p><p>Looking ahead, the company reiterated the fiscal 2022 guidance range provided last month for a comparable sales decline &#34;in the 20% range.&#34;</p><p>So far this year, Bed Bath&#39;s stock has tumbled 56.1%, while the SPDR S&amp;P Retail exchange-traded fund <a href=\"https://laohu8.com/S/XRT\">$(XRT)$</a> has sunk 36.6% and the S&amp;P 500 index  has shed 23.8%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2271719439","content_text":"Home-goods retailer extends string of bottom-line misses to 6 quarters, but beats FCF guidance has made 'progress' on inventories.Shares of Bed Bath & Beyond Inc. seesawed into negative territory in morning trading Thursday, after the home-goods retailer reported a much wider-than-expected fiscal second-quarter loss, but showed that \"accelerated markdowns\" had helped improve the inventory overhang.The stock rallied dropped as much as 5.6% in premarket trading just moments after the release of the results, then shot up to a gain of as much as 6.2% before paring gains. Since the opening bell, the stock has traded in a range of down 5.4% to up 1.7%, and before settling to be down 0.9% in recent trading.The company $(BBBY)$ reported a net loss for the quarter to Aug. 27 that widened to $366 million, or $4.59 a share, from a loss of $73 million, or 72 cents a share, in the same period a year ago. Gross margin contracted to 27.7% from 30.3%, to reflect the negative impact of accelerated inventory clearance.Excluding nonrecurring items, such as severance costs and other restructuring charges, the adjusted per-share loss of $3.22 was wider than the FactSet loss consensus of $1.79. That marks the sixth-straight quarter the company has missed bottom-line expectations.Total sales fell 27.6% to $1.44 billion, just below the FactSet consensus of $1.45 billion, while same-store sales matched expectations of a 26.0% drop. That's the fifth-straight quarter the company missed top-line expectations.On the bright side, merchandise inventories were valued at $1.58 billion as of Aug. 27, down from $1.73 billion at the end of February and just below last year's $1.59 billion.And free cash flow $(FCF)$ was negative $320.5 million, which was slightly better than guidance provided last month for FCF usage of approximately $325 million. And the company said it anticipates operating cash flow to be \"breakeven\" by the end of fiscal 2022.Don't miss: Bed Bath & Beyond's turnaround plan leaves 'questions that have really not been answered to any degree.'\"While our sales and profit results do not yet reflect the strategic and financial actions we have initiated to change our performance, they do demonstrate sequential progress in several key areas,\" said interim Chief Executive Sue Gove.Gove said that after suffering a significant dislocation between sales and inventory in the first quarter, the company started immediately addressing that dislocation in the second quarter. \"Aggressive inventory optimization actions, including accelerated markdowns and strategic promotions, led to double digit improvement in this gap,\" Gove said.The results come after the \"meme stock\" suffered an asteroid-like plunge following a meteoric surge over the past couple months, as an active crowd of retail investors fended off cash concerns, job cuts, store closures, a sales warning and the death of its chief financial officer that was ruled a suicide.Also read: About 150 Bed Bath & Beyond stores are closing -- here's the complete list so far.The stock rocketed about 359% from the end of July to Aug. 17, then has plunged 72% since then through Wednesday's close.Looking ahead, the company reiterated the fiscal 2022 guidance range provided last month for a comparable sales decline \"in the 20% range.\"So far this year, Bed Bath's stock has tumbled 56.1%, while the SPDR S&P Retail exchange-traded fund $(XRT)$ has sunk 36.6% and the S&P 500 index  has shed 23.8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916013036,"gmtCreate":1664486600425,"gmtModify":1676537462129,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916013036","repostId":"1199226004","repostType":4,"repost":{"id":"1199226004","kind":"news","pubTimestamp":1664463766,"share":"https://ttm.financial/m/news/1199226004?lang=&edition=full_marsco","pubTime":"2022-09-29 23:02","market":"us","language":"en","title":"Moderna, Novavax Hit 52-Week Lows","url":"https://stock-news.laohu8.com/highlight/detail?id=1199226004","media":"Seeking Alpha","summary":"The shares of COVID-19 vaccine makers witnessed a sharp decline on Thursday morning, with Moderna (N","content":"<html><head></head><body><p>The shares of COVID-19 vaccine makers witnessed a sharp decline on Thursday morning, with Moderna (NASDAQ:MRNA) and <a href=\"https://laohu8.com/S/NVAX\">Novavax</a> (NASDAQ:NVAX) reaching 52-week lows.<img src=\"https://static.tigerbbs.com/f39bba4d2f0635ea35262903a7358152\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Its rivals in COVID-19 vaccine development, Valneva (VALN), Vaxart (VXRT), <a href=\"https://laohu8.com/S/OCGN\">Ocugen</a> (OCGN), and <a href=\"https://laohu8.com/S/INO\">Inovio Pharmaceuticals</a> (INO), have also joined the selloff, which coincided with a market-wide weakness in stocks.</p><p>Moderna (MRNA) is trading at levels not seen since January 2021, and Novavax (NVAX) has approached the lowest level since May 2020.</p><p>MRNA announced Thursday that Juan Andres, its Chief Technical Operations and Quality Officer, will take up a new role as President, Strategic Partnerships and <a href=\"https://laohu8.com/S/EBTC\">Enterprise</a> Expansion, effective Jan. 01.</p><p>“In his new role, Mr. Andres will focus on building out the Company’s organization to support its growing pipeline,” MRNA added.</p><p>Dr. Jerh Collins, who headed Head of Global <a href=\"https://laohu8.com/S/TCFCP\">Chemical</a> Operations at Novartis (NVS), will succeed Mr. Andres.</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>Moderna, Novavax Hit 52-Week Lows</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\">\nModerna, Novavax Hit 52-Week Lows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-29 23:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3887181-mrna-stock-nvax-stock-ocgn-stock-plunge><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The shares of COVID-19 vaccine makers witnessed a sharp decline on Thursday morning, with Moderna (NASDAQ:MRNA) and Novavax (NASDAQ:NVAX) reaching 52-week lows.Its rivals in COVID-19 vaccine ...</p>\n\n<a href=\"https://seekingalpha.com/news/3887181-mrna-stock-nvax-stock-ocgn-stock-plunge\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","BK4568":"美国抗疫概念","BK4139":"生物科技","NVAX":"诺瓦瓦克斯医药"},"source_url":"https://seekingalpha.com/news/3887181-mrna-stock-nvax-stock-ocgn-stock-plunge","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199226004","content_text":"The shares of COVID-19 vaccine makers witnessed a sharp decline on Thursday morning, with Moderna (NASDAQ:MRNA) and Novavax (NASDAQ:NVAX) reaching 52-week lows.Its rivals in COVID-19 vaccine development, Valneva (VALN), Vaxart (VXRT), Ocugen (OCGN), and Inovio Pharmaceuticals (INO), have also joined the selloff, which coincided with a market-wide weakness in stocks.Moderna (MRNA) is trading at levels not seen since January 2021, and Novavax (NVAX) has approached the lowest level since May 2020.MRNA announced Thursday that Juan Andres, its Chief Technical Operations and Quality Officer, will take up a new role as President, Strategic Partnerships and Enterprise Expansion, effective Jan. 01.“In his new role, Mr. Andres will focus on building out the Company’s organization to support its growing pipeline,” MRNA added.Dr. Jerh Collins, who headed Head of Global Chemical Operations at Novartis (NVS), will succeed Mr. Andres.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938188349,"gmtCreate":1662588130681,"gmtModify":1676537091649,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938188349","repostId":"1124659863","repostType":4,"repost":{"id":"1124659863","kind":"news","pubTimestamp":1662573944,"share":"https://ttm.financial/m/news/1124659863?lang=&edition=full_marsco","pubTime":"2022-09-08 02:05","market":"us","language":"en","title":"U.S. Economy Largely Unchanged As Inflation Takes a Toll, Fed's Beige Book Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1124659863","media":"Seeking Alpha","summary":"U.S. economic activity was unchanged since early July, according to the Federal Reserve's BeigeBookr","content":"<html><head></head><body><p>U.S. economic activity was unchanged since early July, according to the Federal Reserve&#39;s BeigeBookreport released on Wednesday. That compares with the &#34;modest pace&#34; indicated in the central bank&#39;s previous snapshot of the U.S. economy in July.</p><p>Five districts of the 12 that comprise the Federal Reserve system reported &#34;slight to modest growth&#34; and five others reported &#34;slight to modest softening.&#34;</p><p>Inflation is clearly taking a toll. &#34;Most districts reported steady consumer spending as households continued to trade down and to shift spending away from discretionary goods and toward food and other essential items,&#34; the report said.</p><p>Perhaps more telling, the &#34;outlook for future economic growth remained generally weak, with contacts noting expectations for further softening of demand over the next six to twelve months.&#34;</p><p>Here are some of the key points:</p><ul><li>Auto sales remained muted, due to limited inventories and elevated price.</li><li>Hospitality and tourism contacts saw &#34;solid leisure travel activity&#34; and some &#34;uptick in business and group travel.&#34;</li><li>In real estate markets, home sales in all 12 districts fell and residential construction remained constrained by input shortages. Demand for office space softened.</li><li>Labor markets remained tight for the six weeks from the previous report, but almost all districts saw some improvement in labor availability, especially in manufacturing, construction, and financial services.</li><li>Prices remained elevated, but nine districts reported some degree of moderation in the rate of increase. Substantial increases were reported across all districts, particularly with food, rent, utilities, and hospitality. Lower fuel prices helped ease cost pressures and several districts saw some tapering in prices for steel, lumber, and copper. Most contacts expected price pressure to remain for the rest of the year.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Economy Largely Unchanged As Inflation Takes a Toll, Fed's Beige Book Says</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\">\nU.S. Economy Largely Unchanged As Inflation Takes a Toll, Fed's Beige Book Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-08 02:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3880945-us-economy-largely-unchanged-as-inflation-takes-a-toll-feds-beige-book-says><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. economic activity was unchanged since early July, according to the Federal Reserve's BeigeBookreport released on Wednesday. That compares with the \"modest pace\" indicated in the central bank's ...</p>\n\n<a href=\"https://seekingalpha.com/news/3880945-us-economy-largely-unchanged-as-inflation-takes-a-toll-feds-beige-book-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3880945-us-economy-largely-unchanged-as-inflation-takes-a-toll-feds-beige-book-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124659863","content_text":"U.S. economic activity was unchanged since early July, according to the Federal Reserve's BeigeBookreport released on Wednesday. That compares with the \"modest pace\" indicated in the central bank's previous snapshot of the U.S. economy in July.Five districts of the 12 that comprise the Federal Reserve system reported \"slight to modest growth\" and five others reported \"slight to modest softening.\"Inflation is clearly taking a toll. \"Most districts reported steady consumer spending as households continued to trade down and to shift spending away from discretionary goods and toward food and other essential items,\" the report said.Perhaps more telling, the \"outlook for future economic growth remained generally weak, with contacts noting expectations for further softening of demand over the next six to twelve months.\"Here are some of the key points:Auto sales remained muted, due to limited inventories and elevated price.Hospitality and tourism contacts saw \"solid leisure travel activity\" and some \"uptick in business and group travel.\"In real estate markets, home sales in all 12 districts fell and residential construction remained constrained by input shortages. Demand for office space softened.Labor markets remained tight for the six weeks from the previous report, but almost all districts saw some improvement in labor availability, especially in manufacturing, construction, and financial services.Prices remained elevated, but nine districts reported some degree of moderation in the rate of increase. Substantial increases were reported across all districts, particularly with food, rent, utilities, and hospitality. Lower fuel prices helped ease cost pressures and several districts saw some tapering in prices for steel, lumber, and copper. Most contacts expected price pressure to remain for the rest of the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938181704,"gmtCreate":1662588109508,"gmtModify":1676537091642,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938181704","repostId":"1124659863","repostType":4,"isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938181148,"gmtCreate":1662587991184,"gmtModify":1676537091625,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9938181148","repostId":"1177364290","repostType":4,"repost":{"id":"1177364290","kind":"news","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":1662576473,"share":"https://ttm.financial/m/news/1177364290?lang=&edition=full_marsco","pubTime":"2022-09-08 02:47","market":"us","language":"en","title":"U.S. Stocks Extended Their Gains After Apple's Big Fall iPhone Event;  Nasdaq Surged Over 2% While S&P 500 and Dow Jones Rose Over 1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1177364290","media":"Tiger Newspress","summary":"U.S. stocks extended their gains after Apple's big fall iPhone event. Nasdaq surged over 2%, S&P 500 jumped 1.77% and Dow Jones rose 1.46%.","content":"<html><head></head><body><p>U.S. stocks extended their gains after Apple&#39;s big fall iPhone event. Nasdaq surged over 2%, S&amp;P 500 jumped 1.77% and Dow Jones rose 1.46%.<img src=\"https://static.tigerbbs.com/5b7a8d38c83289ea4115002558c9056d\" tg-width=\"626\" tg-height=\"118\" referrerpolicy=\"no-referrer\"/></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>U.S. Stocks Extended Their Gains After Apple's Big Fall iPhone Event;  Nasdaq Surged Over 2% While S&P 500 and Dow Jones Rose Over 1%</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\">\nU.S. Stocks Extended Their Gains After Apple's Big Fall iPhone Event;  Nasdaq Surged Over 2% While S&P 500 and Dow Jones Rose Over 1%\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\">2022-09-08 02:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks extended their gains after Apple&#39;s big fall iPhone event. Nasdaq surged over 2%, S&amp;P 500 jumped 1.77% and Dow Jones rose 1.46%.<img src=\"https://static.tigerbbs.com/5b7a8d38c83289ea4115002558c9056d\" tg-width=\"626\" tg-height=\"118\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177364290","content_text":"U.S. stocks extended their gains after Apple's big fall iPhone event. Nasdaq surged over 2%, S&P 500 jumped 1.77% and Dow Jones rose 1.46%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938181367,"gmtCreate":1662587974359,"gmtModify":1676537091618,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938181367","repostId":"1114442415","repostType":4,"repost":{"id":"1114442415","kind":"news","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":1662564094,"share":"https://ttm.financial/m/news/1114442415?lang=&edition=full_marsco","pubTime":"2022-09-07 23:21","market":"us","language":"en","title":"U.S. Stocks Took off in Morning Trading; Dow Jones, Nasdaq and S&P 500 Jumped Over 0.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114442415","media":"Tiger Newspress","summary":"U.S. stocks took off in morning trading; Dow Jones, Nasdaq and S&P 500 jumped over 0.8%.","content":"<html><head></head><body><p>U.S. stocks took off in morning trading; Dow Jones, Nasdaq and S&amp;P 500 jumped over 0.8%.<img src=\"https://static.tigerbbs.com/b2396906b5462a25f74f10cf0149e05f\" tg-width=\"623\" tg-height=\"114\" width=\"100%\" height=\"auto\"/></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>U.S. Stocks Took off in Morning Trading; Dow Jones, Nasdaq and S&P 500 Jumped Over 0.8%</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\">\nU.S. Stocks Took off in Morning Trading; Dow Jones, Nasdaq and S&P 500 Jumped Over 0.8%\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\">2022-09-07 23:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks took off in morning trading; Dow Jones, Nasdaq and S&amp;P 500 jumped over 0.8%.<img src=\"https://static.tigerbbs.com/b2396906b5462a25f74f10cf0149e05f\" tg-width=\"623\" tg-height=\"114\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114442415","content_text":"U.S. stocks took off in morning trading; Dow Jones, Nasdaq and S&P 500 jumped over 0.8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938183522,"gmtCreate":1662587897866,"gmtModify":1676537091602,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938183522","repostId":"1162808848","repostType":4,"repost":{"id":"1162808848","kind":"news","pubTimestamp":1662564152,"share":"https://ttm.financial/m/news/1162808848?lang=&edition=full_marsco","pubTime":"2022-09-07 23:22","market":"us","language":"en","title":"Play Defense With The Vanguard S&P 500 Value ETF","url":"https://stock-news.laohu8.com/highlight/detail?id=1162808848","media":"Seeking Alpha","summary":"SummaryIt's now clear that the July/August rise in equity markets was a bear-market rally that quick","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>It&#39;s now clear that the July/August rise in equity markets was a bear-market rally that quickly fizzled out.</li><li>There are just too many headwinds to get overly bullish here: high inflation, rising interest rates, Putin&#39;s war on Ukraine that has broken global energy &amp; food supply chains, etc.</li><li>That being the case, investors who haven&#39;t already positioned their portfolio in a more defensive posture should consider the &#34;value&#34; sector of the market.</li><li>The Vanguard S&amp;P 500 Value ETF has a portfolio that is trading at a significant discount to the S&amp;P 500 and has outperformed the S&amp;P 500 by 6% over the past year.</li></ul><p>We all now know the stock market&#39;s quick jump upward from mid-June to mid-August was simply a bear-market rally that quickly fizzled out and has already given back almost all the gains. And, as mentioned in the bullets above, the macro-environment appears to just keep getting worse, with Putin now weaponizing energy supplies to the EU and China&#39;s continuing covid-19 lockdowns. As a result, it&#39;s very hard to get bullish on the markets despite the 13.7% pullback in theS&amp;P 500 so far this year. As a result, investors that are over-weight growth and/or the broad market averages should consider allocating some capital to the <b>Vanguard S&amp;P 500 Value ETF</b>(NYSEARCA:VOOV). VOOV is a relatively cost-efficient fund (0.10% fee), yields 2.1%, and has an attractive 10.8% average annual total return over the past 10-years.</p><p><b>Investment Thesis</b></p><p>The Value sector has significantly outperformed most others during the 2022 bear-market:</p><p><img src=\"https://static.tigerbbs.com/23aad53d1e08bff73a0ee04eb04c4879\" tg-width=\"615\" tg-height=\"284\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha Homepage</p><p>As shown in the graphic above, the Value Sector has outperformed all other sectors with the exception of the high dividend yield segment. While still down 7.45% over the past year - as measured by the <b>iShares Core S&amp;P U.S. Value ETF</b>(IUSV) - that is still 6% better than the S&amp;P 500.</p><p>The fact is, in times of turbulent, volatile, and weak equity markets, the value sector can add ballast to a portfolio in the same way that the <b>consumer staples</b>(XLP) or <b>utilities</b>(XLU) sectors can (those two are up 0.3% and 9.1% over the past year, respectively).</p><p>So, today let&#39;s take a closer look at the Vanguard S&amp;P 500 Value ETF to see how it has positioned investors for success going forward.</p><p><b>Top-10 Holdings</b></p><p>The top-10 holdings in the Vanguard S&amp;P 500 Value ETFare shown below and equate to only 18.4% of the entire portfolio and is therefore what I consider to be a very well diversified fund:</p><p><img src=\"https://static.tigerbbs.com/668386196af182720e4e27043ac0c821\" tg-width=\"459\" tg-height=\"489\" referrerpolicy=\"no-referrer\"/></p><p>Vanguard</p><p>The #1 holding is <b>Berkshire Hathaway Class B</b>(BRK.B) with a 3.1% weight. Berkshire is a conservative and well-diversified company whose largest current holding is <b>Apple</b>(AAPL) with a 40.8% weight (a $122.3 billion position). The top-5 holdings in Berkshire are shown below and the entire BRK portfolio can be found here, and is generally defensive in nature.</p><p><img src=\"https://static.tigerbbs.com/ca7eaa7f4d3521485451c2e6b2caeb0c\" tg-width=\"564\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p>hedgefollow.com</p><p>Berkshire Hathaway currently has$146.7 billion in cash and short-term investments and is therefore ideally positioned to play offense once the markets turnaround (or tanks).</p><p>In aggregate, typically defensive healthcare stocks like <b>Johnson &amp; Johnson</b>(JNJ), <b>UnitedHealth Group</b>(UNH), and <b>Merck</b>(MRK) equate to 5.6% of the VOOV portfolio. These three stocks yield 2.78%, 1.28%, and 3.2%, respectively. The following chart shows these three stocks&#39; performance versus the S&amp;P 500 over the past year:</p><p><img src=\"https://static.tigerbbs.com/ac5aa9fb56240b0eddbc47dc964767ce\" tg-width=\"1280\" tg-height=\"877\" referrerpolicy=\"no-referrer\"/>JNJdata by YCharts</p><p>As can be seen, all three have significantly outperformed the S&amp;P 500, with UNH being the star performer: +22.5%.</p><p>The #3 and #5 holdings are integrated international major energy companies <b>Exxon</b>(XOM) and <b>Chevron</b>(CVX), with a combined weight of 3.2%. Exxon and Chevron both had monster Q2 earnings reports and generated free-cash-flow of $16.9 billion and $10.6 billion, respectively. Both these companies have global production portfolios that are ideally positioned to benefit from strong oil, natural gas, and LNG pricing.</p><p>Exxon shareholders have arguably benefited from the fact that activist hedge-fund Engine #1 won three seats on Exxon board-of-directors and has, as a result, totally changed Exxon&#39;s structure and strategy going forward. Exxon currently yields 3.68% after raising the quarterly dividend by only a penny last year, while Chevron yields 3.60% after a 6% dividend increase ($0.08/share). Both companies are using the current up-cycle to put in place significant share buyback plans (Exxon&#39;s is $30 billion by the end of 2023, Chevron&#39;s is $15 billion per year).</p><p><b>Verizon</b>(VZ) rounds out the top-10 holdings with a 1.1% weight. The good news here is that VZ yields 6.2%. The bad news is that <b>T-Mobile</b>(TMUS) is eating Verizon&#39;s lunch with a newer and arguably better performing network:</p><p><img src=\"https://static.tigerbbs.com/79f26e57bca7fb4f47b2eec073813dc9\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>VZdata by YCharts</p><p>From an overall portfolio perspective, the largest allocation of capital are to the HealthCare (16.9%), Financials (14.6%), and Industrials (12.3%) sectors. Financials, in particular, typically do well in a rising rate environment because they can profit of the interest rate spread (i.e. the difference between the rate they can borrow at versus the higher rate they can lend at).</p><p><b>Performance</b></p><p>VOOV&#39;s long-term performance versus the S&amp;P 500 is shown below:</p><p><img src=\"https://static.tigerbbs.com/402388e3e886bf4ddbe7428c7d9c5f97\" tg-width=\"475\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/></p><p>Vanguard</p><p>Source: Vanguard Fund Comparison Tool</p><p>VOOV&#39;s long-term 10.54% average annual return is quite attractive in a weak market considering its lower risk profile (see below in &#34;Risks&#34; section). However, the long-term returns of the <b>Vanguard S&amp;P 500 ETF</b>(VOO) are 2.3% higher and, for that reason alone, I advise investors to always own a significantly higher allocation to the VOO fund as compared to a value oriented fund like VOOV.</p><p>The graphic below compares the VOOV to some direct competitors: the <b>Vanguard Value ETF</b>(VTV), the <b>iShares Russell 1000 Value ETF</b>(IWD), and the <b>iShares Core S&amp;P Value ETF</b> over the past year:</p><p><img src=\"https://static.tigerbbs.com/90a466dfcd7514e0687d3c20e5ca0982\" tg-width=\"1280\" tg-height=\"877\" referrerpolicy=\"no-referrer\"/>VOOVdata by YCharts</p><p>Clearly the VTV ETF is the star of the show in that it is down the least amount. The VTV ETF has a significantly lower expense fee (0.04%) than does the VOOV ETF, a very similar portfolio, and a better 10-year performance track record (11.73%).</p><p><b>Risks</b></p><p>Obviously the VOOV fund is not immune to the negative headwinds from the macro-investment environment discussed earlier - after all, the ETF is still down 6.7% YTD. However, in a challenging market where rising interest rates threaten valuation levels, note that the VOOV ETF&#39;s portfolio trades at a significant discount to the overall S&amp;P 500:</p><p><img src=\"https://static.tigerbbs.com/856d4a543454bb3b4b155948be92bcc1\" tg-width=\"474\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>Vanguard</p><p>Clearly, VOOV&#39;s P/E and price-to-book ratios are significantly lower as compared to the broadS&amp;P 500 as measured by the <b>VanguardS&amp;P 500 ETF</b>. However, also note how - as expected - VOOV&#39;s ROE and EPS growth rates are also significantly lower as compared to the VOO ETF. And this is the trade-off investors make when investing in value versus the overall market and/or growth stocks.</p><p><b>Summary &amp; Conclusion</b></p><p>The VanguardS&amp;P 500 Value ETF is a sleep-well-at-night (&#34;SWAN&#34;) fund that can add ballast to a portfolio in times of weak market performance. However, as shown above, the Vanguard VTV Value ETF appears to be a superior choice with lower fees, better performance, and a similarly defensive portfolio. While VOOV is an attractive ETF (I rate it a HOLD) at the present time, the VTV ETF is the BUY.</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>Play Defense With The Vanguard S&P 500 Value ETF</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\">\nPlay Defense With The Vanguard S&P 500 Value ETF\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-07 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4539295-vanguard-s-and-p500-value-etf-play-defense?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIt's now clear that the July/August rise in equity markets was a bear-market rally that quickly fizzled out.There are just too many headwinds to get overly bullish here: high inflation, rising ...</p>\n\n<a href=\"https://seekingalpha.com/article/4539295-vanguard-s-and-p500-value-etf-play-defense?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VOOV":"Vanguard S&P 500 Value ETF","SPY":"标普500ETF","VTV":"Vanguard Value ETF"},"source_url":"https://seekingalpha.com/article/4539295-vanguard-s-and-p500-value-etf-play-defense?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162808848","content_text":"SummaryIt's now clear that the July/August rise in equity markets was a bear-market rally that quickly fizzled out.There are just too many headwinds to get overly bullish here: high inflation, rising interest rates, Putin's war on Ukraine that has broken global energy & food supply chains, etc.That being the case, investors who haven't already positioned their portfolio in a more defensive posture should consider the \"value\" sector of the market.The Vanguard S&P 500 Value ETF has a portfolio that is trading at a significant discount to the S&P 500 and has outperformed the S&P 500 by 6% over the past year.We all now know the stock market's quick jump upward from mid-June to mid-August was simply a bear-market rally that quickly fizzled out and has already given back almost all the gains. And, as mentioned in the bullets above, the macro-environment appears to just keep getting worse, with Putin now weaponizing energy supplies to the EU and China's continuing covid-19 lockdowns. As a result, it's very hard to get bullish on the markets despite the 13.7% pullback in theS&P 500 so far this year. As a result, investors that are over-weight growth and/or the broad market averages should consider allocating some capital to the Vanguard S&P 500 Value ETF(NYSEARCA:VOOV). VOOV is a relatively cost-efficient fund (0.10% fee), yields 2.1%, and has an attractive 10.8% average annual total return over the past 10-years.Investment ThesisThe Value sector has significantly outperformed most others during the 2022 bear-market:Seeking Alpha HomepageAs shown in the graphic above, the Value Sector has outperformed all other sectors with the exception of the high dividend yield segment. While still down 7.45% over the past year - as measured by the iShares Core S&P U.S. Value ETF(IUSV) - that is still 6% better than the S&P 500.The fact is, in times of turbulent, volatile, and weak equity markets, the value sector can add ballast to a portfolio in the same way that the consumer staples(XLP) or utilities(XLU) sectors can (those two are up 0.3% and 9.1% over the past year, respectively).So, today let's take a closer look at the Vanguard S&P 500 Value ETF to see how it has positioned investors for success going forward.Top-10 HoldingsThe top-10 holdings in the Vanguard S&P 500 Value ETFare shown below and equate to only 18.4% of the entire portfolio and is therefore what I consider to be a very well diversified fund:VanguardThe #1 holding is Berkshire Hathaway Class B(BRK.B) with a 3.1% weight. Berkshire is a conservative and well-diversified company whose largest current holding is Apple(AAPL) with a 40.8% weight (a $122.3 billion position). The top-5 holdings in Berkshire are shown below and the entire BRK portfolio can be found here, and is generally defensive in nature.hedgefollow.comBerkshire Hathaway currently has$146.7 billion in cash and short-term investments and is therefore ideally positioned to play offense once the markets turnaround (or tanks).In aggregate, typically defensive healthcare stocks like Johnson & Johnson(JNJ), UnitedHealth Group(UNH), and Merck(MRK) equate to 5.6% of the VOOV portfolio. These three stocks yield 2.78%, 1.28%, and 3.2%, respectively. The following chart shows these three stocks' performance versus the S&P 500 over the past year:JNJdata by YChartsAs can be seen, all three have significantly outperformed the S&P 500, with UNH being the star performer: +22.5%.The #3 and #5 holdings are integrated international major energy companies Exxon(XOM) and Chevron(CVX), with a combined weight of 3.2%. Exxon and Chevron both had monster Q2 earnings reports and generated free-cash-flow of $16.9 billion and $10.6 billion, respectively. Both these companies have global production portfolios that are ideally positioned to benefit from strong oil, natural gas, and LNG pricing.Exxon shareholders have arguably benefited from the fact that activist hedge-fund Engine #1 won three seats on Exxon board-of-directors and has, as a result, totally changed Exxon's structure and strategy going forward. Exxon currently yields 3.68% after raising the quarterly dividend by only a penny last year, while Chevron yields 3.60% after a 6% dividend increase ($0.08/share). Both companies are using the current up-cycle to put in place significant share buyback plans (Exxon's is $30 billion by the end of 2023, Chevron's is $15 billion per year).Verizon(VZ) rounds out the top-10 holdings with a 1.1% weight. The good news here is that VZ yields 6.2%. The bad news is that T-Mobile(TMUS) is eating Verizon's lunch with a newer and arguably better performing network:VZdata by YChartsFrom an overall portfolio perspective, the largest allocation of capital are to the HealthCare (16.9%), Financials (14.6%), and Industrials (12.3%) sectors. Financials, in particular, typically do well in a rising rate environment because they can profit of the interest rate spread (i.e. the difference between the rate they can borrow at versus the higher rate they can lend at).PerformanceVOOV's long-term performance versus the S&P 500 is shown below:VanguardSource: Vanguard Fund Comparison ToolVOOV's long-term 10.54% average annual return is quite attractive in a weak market considering its lower risk profile (see below in \"Risks\" section). However, the long-term returns of the Vanguard S&P 500 ETF(VOO) are 2.3% higher and, for that reason alone, I advise investors to always own a significantly higher allocation to the VOO fund as compared to a value oriented fund like VOOV.The graphic below compares the VOOV to some direct competitors: the Vanguard Value ETF(VTV), the iShares Russell 1000 Value ETF(IWD), and the iShares Core S&P Value ETF over the past year:VOOVdata by YChartsClearly the VTV ETF is the star of the show in that it is down the least amount. The VTV ETF has a significantly lower expense fee (0.04%) than does the VOOV ETF, a very similar portfolio, and a better 10-year performance track record (11.73%).RisksObviously the VOOV fund is not immune to the negative headwinds from the macro-investment environment discussed earlier - after all, the ETF is still down 6.7% YTD. However, in a challenging market where rising interest rates threaten valuation levels, note that the VOOV ETF's portfolio trades at a significant discount to the overall S&P 500:VanguardClearly, VOOV's P/E and price-to-book ratios are significantly lower as compared to the broadS&P 500 as measured by the VanguardS&P 500 ETF. However, also note how - as expected - VOOV's ROE and EPS growth rates are also significantly lower as compared to the VOO ETF. And this is the trade-off investors make when investing in value versus the overall market and/or growth stocks.Summary & ConclusionThe VanguardS&P 500 Value ETF is a sleep-well-at-night (\"SWAN\") fund that can add ballast to a portfolio in times of weak market performance. However, as shown above, the Vanguard VTV Value ETF appears to be a superior choice with lower fees, better performance, and a similarly defensive portfolio. While VOOV is an attractive ETF (I rate it a HOLD) at the present time, the VTV ETF is the BUY.","news_type":1},"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938117918,"gmtCreate":1662587554734,"gmtModify":1676537091506,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938117918","repostId":"1162808848","repostType":4,"repost":{"id":"1162808848","kind":"news","pubTimestamp":1662564152,"share":"https://ttm.financial/m/news/1162808848?lang=&edition=full_marsco","pubTime":"2022-09-07 23:22","market":"us","language":"en","title":"Play Defense With The Vanguard S&P 500 Value ETF","url":"https://stock-news.laohu8.com/highlight/detail?id=1162808848","media":"Seeking Alpha","summary":"SummaryIt's now clear that the July/August rise in equity markets was a bear-market rally that quick","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>It&#39;s now clear that the July/August rise in equity markets was a bear-market rally that quickly fizzled out.</li><li>There are just too many headwinds to get overly bullish here: high inflation, rising interest rates, Putin&#39;s war on Ukraine that has broken global energy &amp; food supply chains, etc.</li><li>That being the case, investors who haven&#39;t already positioned their portfolio in a more defensive posture should consider the &#34;value&#34; sector of the market.</li><li>The Vanguard S&amp;P 500 Value ETF has a portfolio that is trading at a significant discount to the S&amp;P 500 and has outperformed the S&amp;P 500 by 6% over the past year.</li></ul><p>We all now know the stock market&#39;s quick jump upward from mid-June to mid-August was simply a bear-market rally that quickly fizzled out and has already given back almost all the gains. And, as mentioned in the bullets above, the macro-environment appears to just keep getting worse, with Putin now weaponizing energy supplies to the EU and China&#39;s continuing covid-19 lockdowns. As a result, it&#39;s very hard to get bullish on the markets despite the 13.7% pullback in theS&amp;P 500 so far this year. As a result, investors that are over-weight growth and/or the broad market averages should consider allocating some capital to the <b>Vanguard S&amp;P 500 Value ETF</b>(NYSEARCA:VOOV). VOOV is a relatively cost-efficient fund (0.10% fee), yields 2.1%, and has an attractive 10.8% average annual total return over the past 10-years.</p><p><b>Investment Thesis</b></p><p>The Value sector has significantly outperformed most others during the 2022 bear-market:</p><p><img src=\"https://static.tigerbbs.com/23aad53d1e08bff73a0ee04eb04c4879\" tg-width=\"615\" tg-height=\"284\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha Homepage</p><p>As shown in the graphic above, the Value Sector has outperformed all other sectors with the exception of the high dividend yield segment. While still down 7.45% over the past year - as measured by the <b>iShares Core S&amp;P U.S. Value ETF</b>(IUSV) - that is still 6% better than the S&amp;P 500.</p><p>The fact is, in times of turbulent, volatile, and weak equity markets, the value sector can add ballast to a portfolio in the same way that the <b>consumer staples</b>(XLP) or <b>utilities</b>(XLU) sectors can (those two are up 0.3% and 9.1% over the past year, respectively).</p><p>So, today let&#39;s take a closer look at the Vanguard S&amp;P 500 Value ETF to see how it has positioned investors for success going forward.</p><p><b>Top-10 Holdings</b></p><p>The top-10 holdings in the Vanguard S&amp;P 500 Value ETFare shown below and equate to only 18.4% of the entire portfolio and is therefore what I consider to be a very well diversified fund:</p><p><img src=\"https://static.tigerbbs.com/668386196af182720e4e27043ac0c821\" tg-width=\"459\" tg-height=\"489\" referrerpolicy=\"no-referrer\"/></p><p>Vanguard</p><p>The #1 holding is <b>Berkshire Hathaway Class B</b>(BRK.B) with a 3.1% weight. Berkshire is a conservative and well-diversified company whose largest current holding is <b>Apple</b>(AAPL) with a 40.8% weight (a $122.3 billion position). The top-5 holdings in Berkshire are shown below and the entire BRK portfolio can be found here, and is generally defensive in nature.</p><p><img src=\"https://static.tigerbbs.com/ca7eaa7f4d3521485451c2e6b2caeb0c\" tg-width=\"564\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p>hedgefollow.com</p><p>Berkshire Hathaway currently has$146.7 billion in cash and short-term investments and is therefore ideally positioned to play offense once the markets turnaround (or tanks).</p><p>In aggregate, typically defensive healthcare stocks like <b>Johnson &amp; Johnson</b>(JNJ), <b>UnitedHealth Group</b>(UNH), and <b>Merck</b>(MRK) equate to 5.6% of the VOOV portfolio. These three stocks yield 2.78%, 1.28%, and 3.2%, respectively. The following chart shows these three stocks&#39; performance versus the S&amp;P 500 over the past year:</p><p><img src=\"https://static.tigerbbs.com/ac5aa9fb56240b0eddbc47dc964767ce\" tg-width=\"1280\" tg-height=\"877\" referrerpolicy=\"no-referrer\"/>JNJdata by YCharts</p><p>As can be seen, all three have significantly outperformed the S&amp;P 500, with UNH being the star performer: +22.5%.</p><p>The #3 and #5 holdings are integrated international major energy companies <b>Exxon</b>(XOM) and <b>Chevron</b>(CVX), with a combined weight of 3.2%. Exxon and Chevron both had monster Q2 earnings reports and generated free-cash-flow of $16.9 billion and $10.6 billion, respectively. Both these companies have global production portfolios that are ideally positioned to benefit from strong oil, natural gas, and LNG pricing.</p><p>Exxon shareholders have arguably benefited from the fact that activist hedge-fund Engine #1 won three seats on Exxon board-of-directors and has, as a result, totally changed Exxon&#39;s structure and strategy going forward. Exxon currently yields 3.68% after raising the quarterly dividend by only a penny last year, while Chevron yields 3.60% after a 6% dividend increase ($0.08/share). Both companies are using the current up-cycle to put in place significant share buyback plans (Exxon&#39;s is $30 billion by the end of 2023, Chevron&#39;s is $15 billion per year).</p><p><b>Verizon</b>(VZ) rounds out the top-10 holdings with a 1.1% weight. The good news here is that VZ yields 6.2%. The bad news is that <b>T-Mobile</b>(TMUS) is eating Verizon&#39;s lunch with a newer and arguably better performing network:</p><p><img src=\"https://static.tigerbbs.com/79f26e57bca7fb4f47b2eec073813dc9\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>VZdata by YCharts</p><p>From an overall portfolio perspective, the largest allocation of capital are to the HealthCare (16.9%), Financials (14.6%), and Industrials (12.3%) sectors. Financials, in particular, typically do well in a rising rate environment because they can profit of the interest rate spread (i.e. the difference between the rate they can borrow at versus the higher rate they can lend at).</p><p><b>Performance</b></p><p>VOOV&#39;s long-term performance versus the S&amp;P 500 is shown below:</p><p><img src=\"https://static.tigerbbs.com/402388e3e886bf4ddbe7428c7d9c5f97\" tg-width=\"475\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/></p><p>Vanguard</p><p>Source: Vanguard Fund Comparison Tool</p><p>VOOV&#39;s long-term 10.54% average annual return is quite attractive in a weak market considering its lower risk profile (see below in &#34;Risks&#34; section). However, the long-term returns of the <b>Vanguard S&amp;P 500 ETF</b>(VOO) are 2.3% higher and, for that reason alone, I advise investors to always own a significantly higher allocation to the VOO fund as compared to a value oriented fund like VOOV.</p><p>The graphic below compares the VOOV to some direct competitors: the <b>Vanguard Value ETF</b>(VTV), the <b>iShares Russell 1000 Value ETF</b>(IWD), and the <b>iShares Core S&amp;P Value ETF</b> over the past year:</p><p><img src=\"https://static.tigerbbs.com/90a466dfcd7514e0687d3c20e5ca0982\" tg-width=\"1280\" tg-height=\"877\" referrerpolicy=\"no-referrer\"/>VOOVdata by YCharts</p><p>Clearly the VTV ETF is the star of the show in that it is down the least amount. The VTV ETF has a significantly lower expense fee (0.04%) than does the VOOV ETF, a very similar portfolio, and a better 10-year performance track record (11.73%).</p><p><b>Risks</b></p><p>Obviously the VOOV fund is not immune to the negative headwinds from the macro-investment environment discussed earlier - after all, the ETF is still down 6.7% YTD. However, in a challenging market where rising interest rates threaten valuation levels, note that the VOOV ETF&#39;s portfolio trades at a significant discount to the overall S&amp;P 500:</p><p><img src=\"https://static.tigerbbs.com/856d4a543454bb3b4b155948be92bcc1\" tg-width=\"474\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>Vanguard</p><p>Clearly, VOOV&#39;s P/E and price-to-book ratios are significantly lower as compared to the broadS&amp;P 500 as measured by the <b>VanguardS&amp;P 500 ETF</b>. However, also note how - as expected - VOOV&#39;s ROE and EPS growth rates are also significantly lower as compared to the VOO ETF. And this is the trade-off investors make when investing in value versus the overall market and/or growth stocks.</p><p><b>Summary &amp; Conclusion</b></p><p>The VanguardS&amp;P 500 Value ETF is a sleep-well-at-night (&#34;SWAN&#34;) fund that can add ballast to a portfolio in times of weak market performance. However, as shown above, the Vanguard VTV Value ETF appears to be a superior choice with lower fees, better performance, and a similarly defensive portfolio. While VOOV is an attractive ETF (I rate it a HOLD) at the present time, the VTV ETF is the BUY.</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>Play Defense With The Vanguard S&P 500 Value ETF</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\">\nPlay Defense With The Vanguard S&P 500 Value ETF\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-07 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4539295-vanguard-s-and-p500-value-etf-play-defense?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIt's now clear that the July/August rise in equity markets was a bear-market rally that quickly fizzled out.There are just too many headwinds to get overly bullish here: high inflation, rising ...</p>\n\n<a href=\"https://seekingalpha.com/article/4539295-vanguard-s-and-p500-value-etf-play-defense?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VOOV":"Vanguard S&P 500 Value ETF","SPY":"标普500ETF","VTV":"Vanguard Value ETF"},"source_url":"https://seekingalpha.com/article/4539295-vanguard-s-and-p500-value-etf-play-defense?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162808848","content_text":"SummaryIt's now clear that the July/August rise in equity markets was a bear-market rally that quickly fizzled out.There are just too many headwinds to get overly bullish here: high inflation, rising interest rates, Putin's war on Ukraine that has broken global energy & food supply chains, etc.That being the case, investors who haven't already positioned their portfolio in a more defensive posture should consider the \"value\" sector of the market.The Vanguard S&P 500 Value ETF has a portfolio that is trading at a significant discount to the S&P 500 and has outperformed the S&P 500 by 6% over the past year.We all now know the stock market's quick jump upward from mid-June to mid-August was simply a bear-market rally that quickly fizzled out and has already given back almost all the gains. And, as mentioned in the bullets above, the macro-environment appears to just keep getting worse, with Putin now weaponizing energy supplies to the EU and China's continuing covid-19 lockdowns. As a result, it's very hard to get bullish on the markets despite the 13.7% pullback in theS&P 500 so far this year. As a result, investors that are over-weight growth and/or the broad market averages should consider allocating some capital to the Vanguard S&P 500 Value ETF(NYSEARCA:VOOV). VOOV is a relatively cost-efficient fund (0.10% fee), yields 2.1%, and has an attractive 10.8% average annual total return over the past 10-years.Investment ThesisThe Value sector has significantly outperformed most others during the 2022 bear-market:Seeking Alpha HomepageAs shown in the graphic above, the Value Sector has outperformed all other sectors with the exception of the high dividend yield segment. While still down 7.45% over the past year - as measured by the iShares Core S&P U.S. Value ETF(IUSV) - that is still 6% better than the S&P 500.The fact is, in times of turbulent, volatile, and weak equity markets, the value sector can add ballast to a portfolio in the same way that the consumer staples(XLP) or utilities(XLU) sectors can (those two are up 0.3% and 9.1% over the past year, respectively).So, today let's take a closer look at the Vanguard S&P 500 Value ETF to see how it has positioned investors for success going forward.Top-10 HoldingsThe top-10 holdings in the Vanguard S&P 500 Value ETFare shown below and equate to only 18.4% of the entire portfolio and is therefore what I consider to be a very well diversified fund:VanguardThe #1 holding is Berkshire Hathaway Class B(BRK.B) with a 3.1% weight. Berkshire is a conservative and well-diversified company whose largest current holding is Apple(AAPL) with a 40.8% weight (a $122.3 billion position). The top-5 holdings in Berkshire are shown below and the entire BRK portfolio can be found here, and is generally defensive in nature.hedgefollow.comBerkshire Hathaway currently has$146.7 billion in cash and short-term investments and is therefore ideally positioned to play offense once the markets turnaround (or tanks).In aggregate, typically defensive healthcare stocks like Johnson & Johnson(JNJ), UnitedHealth Group(UNH), and Merck(MRK) equate to 5.6% of the VOOV portfolio. These three stocks yield 2.78%, 1.28%, and 3.2%, respectively. The following chart shows these three stocks' performance versus the S&P 500 over the past year:JNJdata by YChartsAs can be seen, all three have significantly outperformed the S&P 500, with UNH being the star performer: +22.5%.The #3 and #5 holdings are integrated international major energy companies Exxon(XOM) and Chevron(CVX), with a combined weight of 3.2%. Exxon and Chevron both had monster Q2 earnings reports and generated free-cash-flow of $16.9 billion and $10.6 billion, respectively. Both these companies have global production portfolios that are ideally positioned to benefit from strong oil, natural gas, and LNG pricing.Exxon shareholders have arguably benefited from the fact that activist hedge-fund Engine #1 won three seats on Exxon board-of-directors and has, as a result, totally changed Exxon's structure and strategy going forward. Exxon currently yields 3.68% after raising the quarterly dividend by only a penny last year, while Chevron yields 3.60% after a 6% dividend increase ($0.08/share). Both companies are using the current up-cycle to put in place significant share buyback plans (Exxon's is $30 billion by the end of 2023, Chevron's is $15 billion per year).Verizon(VZ) rounds out the top-10 holdings with a 1.1% weight. The good news here is that VZ yields 6.2%. The bad news is that T-Mobile(TMUS) is eating Verizon's lunch with a newer and arguably better performing network:VZdata by YChartsFrom an overall portfolio perspective, the largest allocation of capital are to the HealthCare (16.9%), Financials (14.6%), and Industrials (12.3%) sectors. Financials, in particular, typically do well in a rising rate environment because they can profit of the interest rate spread (i.e. the difference between the rate they can borrow at versus the higher rate they can lend at).PerformanceVOOV's long-term performance versus the S&P 500 is shown below:VanguardSource: Vanguard Fund Comparison ToolVOOV's long-term 10.54% average annual return is quite attractive in a weak market considering its lower risk profile (see below in \"Risks\" section). However, the long-term returns of the Vanguard S&P 500 ETF(VOO) are 2.3% higher and, for that reason alone, I advise investors to always own a significantly higher allocation to the VOO fund as compared to a value oriented fund like VOOV.The graphic below compares the VOOV to some direct competitors: the Vanguard Value ETF(VTV), the iShares Russell 1000 Value ETF(IWD), and the iShares Core S&P Value ETF over the past year:VOOVdata by YChartsClearly the VTV ETF is the star of the show in that it is down the least amount. The VTV ETF has a significantly lower expense fee (0.04%) than does the VOOV ETF, a very similar portfolio, and a better 10-year performance track record (11.73%).RisksObviously the VOOV fund is not immune to the negative headwinds from the macro-investment environment discussed earlier - after all, the ETF is still down 6.7% YTD. However, in a challenging market where rising interest rates threaten valuation levels, note that the VOOV ETF's portfolio trades at a significant discount to the overall S&P 500:VanguardClearly, VOOV's P/E and price-to-book ratios are significantly lower as compared to the broadS&P 500 as measured by the VanguardS&P 500 ETF. However, also note how - as expected - VOOV's ROE and EPS growth rates are also significantly lower as compared to the VOO ETF. And this is the trade-off investors make when investing in value versus the overall market and/or growth stocks.Summary & ConclusionThe VanguardS&P 500 Value ETF is a sleep-well-at-night (\"SWAN\") fund that can add ballast to a portfolio in times of weak market performance. However, as shown above, the Vanguard VTV Value ETF appears to be a superior choice with lower fees, better performance, and a similarly defensive portfolio. While VOOV is an attractive ETF (I rate it a HOLD) at the present time, the VTV ETF is the BUY.","news_type":1},"isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938114601,"gmtCreate":1662587518003,"gmtModify":1676537091489,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938114601","repostId":"1150599799","repostType":4,"repost":{"id":"1150599799","kind":"news","pubTimestamp":1662563145,"share":"https://ttm.financial/m/news/1150599799?lang=&edition=full_marsco","pubTime":"2022-09-07 23:05","market":"us","language":"en","title":"Apple Cuts Shipment Forecasts for New MacBook Pro up to 30%: Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1150599799","media":"Seeking Alpha","summary":"Apple (NASDAQ:AAPL) has reportedly cut shipment forecasts for its new MacBook Pro laptops up to 30% ","content":"<html><head></head><body><p>Apple (NASDAQ:AAPL) has reportedly cut shipment forecasts for its new MacBook Pro laptops up to 30% before the computer has gone into mass production, a top analyst said on Wednesday.</p><p>TF International Securities analyst Ming-Chi Kuo tweeted that the tech giant cut orders for both the 14-inch and 16-inch versions of the computer, which is expected to be announced later this year. Kuo called the development a &#34;structural risk&#34; to component suppliers.</p><p>&#34;It is infrequent for Apple to cut orders before the peak season/new product mass production, which means that the demand is significantly lower than Apple’s expectations, so MacBook shipments may continue to decline [year-over-year] at least in [first-half of 2023],&#34; Kuo wrote in a blog post.</p><p>Kuo added that the global economic weakness and decline in employees working from home are the &#34;main reasons&#34; for the order cut and the negative effects should last anywhere between six and nine months.</p><p>Apple (AAPL) shares fell less than 0.5% to $153.96 on Wednesday.</p><p>Kuo also pointed out that the new 14-inch and 16-inch MacBook Pros are expected to have new processors, which would be the &#34;main upgrade&#34; from past versions of the computer.</p><p>&#34;The biggest selling point of the MacBook Pro is the Apple processor (adopting high-end ABF substrate) and Mini-LED display, so the significantly lower-than-expected demand for MacBook Pro is a structural risk to the high-end ABF substrate and Mini-LED sectors,&#34; Kuo explained.</p><p>The analyst pointed out that while Apple&#39;s (AAPL) MacBook order cut is smaller than its competitors, it means its high-end products are &#34;not immune&#34; to the economic weakening.</p><p>Cupertino, California-based Apple (AAPL) is set to host a product event today, where it is widely expected to announce new versions of its iPhone, Apple Watch and AirPods.</p><p>On Tuesday, research firm Appsumer reported that Apple (AAPL) has seen a &#34;significant boost&#34;in its advertising business following the release of its App Tracking Transparency initiatives.</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>Apple Cuts Shipment Forecasts for New MacBook Pro up to 30%: Analyst</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 Cuts Shipment Forecasts for New MacBook Pro up to 30%: Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-07 23:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3880884-apple-cuts-shipment-forecasts-for-new-macbook-pro-up-to-30-analyst><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple (NASDAQ:AAPL) has reportedly cut shipment forecasts for its new MacBook Pro laptops up to 30% before the computer has gone into mass production, a top analyst said on Wednesday.TF International ...</p>\n\n<a href=\"https://seekingalpha.com/news/3880884-apple-cuts-shipment-forecasts-for-new-macbook-pro-up-to-30-analyst\">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/news/3880884-apple-cuts-shipment-forecasts-for-new-macbook-pro-up-to-30-analyst","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150599799","content_text":"Apple (NASDAQ:AAPL) has reportedly cut shipment forecasts for its new MacBook Pro laptops up to 30% before the computer has gone into mass production, a top analyst said on Wednesday.TF International Securities analyst Ming-Chi Kuo tweeted that the tech giant cut orders for both the 14-inch and 16-inch versions of the computer, which is expected to be announced later this year. Kuo called the development a \"structural risk\" to component suppliers.\"It is infrequent for Apple to cut orders before the peak season/new product mass production, which means that the demand is significantly lower than Apple’s expectations, so MacBook shipments may continue to decline [year-over-year] at least in [first-half of 2023],\" Kuo wrote in a blog post.Kuo added that the global economic weakness and decline in employees working from home are the \"main reasons\" for the order cut and the negative effects should last anywhere between six and nine months.Apple (AAPL) shares fell less than 0.5% to $153.96 on Wednesday.Kuo also pointed out that the new 14-inch and 16-inch MacBook Pros are expected to have new processors, which would be the \"main upgrade\" from past versions of the computer.\"The biggest selling point of the MacBook Pro is the Apple processor (adopting high-end ABF substrate) and Mini-LED display, so the significantly lower-than-expected demand for MacBook Pro is a structural risk to the high-end ABF substrate and Mini-LED sectors,\" Kuo explained.The analyst pointed out that while Apple's (AAPL) MacBook order cut is smaller than its competitors, it means its high-end products are \"not immune\" to the economic weakening.Cupertino, California-based Apple (AAPL) is set to host a product event today, where it is widely expected to announce new versions of its iPhone, Apple Watch and AirPods.On Tuesday, research firm Appsumer reported that Apple (AAPL) has seen a \"significant boost\"in its advertising business following the release of its App Tracking Transparency initiatives.","news_type":1},"isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938114317,"gmtCreate":1662587497439,"gmtModify":1676537091481,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938114317","repostId":"1177571176","repostType":4,"repost":{"id":"1177571176","kind":"news","pubTimestamp":1662559768,"share":"https://ttm.financial/m/news/1177571176?lang=&edition=full_marsco","pubTime":"2022-09-07 22:09","market":"us","language":"en","title":"Starbucks' Howard Schultz Praises Incoming CEO As He Preps for Final Exit","url":"https://stock-news.laohu8.com/highlight/detail?id=1177571176","media":"Seeking Alpha","summary":"Starbucks Corporation (NASDAQ:SBUX) CEO Howard Schultz told CNBC on Wednesday morning that he does n","content":"<html><head></head><body><p>Starbucks Corporation (NASDAQ:SBUX) CEO Howard Schultz told CNBC on Wednesday morning that he does not plan to return to the company after serving out his current stint as interim CEO.</p><p>Schultz first served at Starbucks from 1986 to 2000 after he bought the retail unit of the existing chain. He returned to Starbucks again from 2008 to 2017 to lead the company and then again in April of 2022 in his third stint as CEO.</p><p>In turning over the reins again, Schultz said Starbuck (SBUX) has found the right person to lead the coffee chain giant with the hiring of Laxman Naramsimhan, who is currently the CEO of Lysol owner Reckitt.</p><p>Last week, the new CEO at Starbucks was given high marks by analysts.</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>Starbucks' Howard Schultz Praises Incoming CEO As He Preps for Final Exit</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\">\nStarbucks' Howard Schultz Praises Incoming CEO As He Preps for Final Exit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-07 22:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3880854-starbucks-howard-schultz-praises-incoming-ceo-as-he-preps-for-final-exit><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Starbucks Corporation (NASDAQ:SBUX) CEO Howard Schultz told CNBC on Wednesday morning that he does not plan to return to the company after serving out his current stint as interim CEO.Schultz first ...</p>\n\n<a href=\"https://seekingalpha.com/news/3880854-starbucks-howard-schultz-praises-incoming-ceo-as-he-preps-for-final-exit\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SBUX":"星巴克"},"source_url":"https://seekingalpha.com/news/3880854-starbucks-howard-schultz-praises-incoming-ceo-as-he-preps-for-final-exit","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177571176","content_text":"Starbucks Corporation (NASDAQ:SBUX) CEO Howard Schultz told CNBC on Wednesday morning that he does not plan to return to the company after serving out his current stint as interim CEO.Schultz first served at Starbucks from 1986 to 2000 after he bought the retail unit of the existing chain. He returned to Starbucks again from 2008 to 2017 to lead the company and then again in April of 2022 in his third stint as CEO.In turning over the reins again, Schultz said Starbuck (SBUX) has found the right person to lead the coffee chain giant with the hiring of Laxman Naramsimhan, who is currently the CEO of Lysol owner Reckitt.Last week, the new CEO at Starbucks was given high marks by analysts.","news_type":1},"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938115574,"gmtCreate":1662587461299,"gmtModify":1676537091465,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938115574","repostId":"1167636448","repostType":4,"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997008791,"gmtCreate":1661723808215,"gmtModify":1676536564289,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997008791","repostId":"660800180","repostType":1,"repost":{"id":660800180,"gmtCreate":1661507545743,"gmtModify":1676536778787,"author":{"id":"4109824746466630","authorId":"4109824746466630","name":"特立独行Musk","avatar":"https://static.tigerbbs.com/a8e00bd3c5a6a27434e12b639c0d580a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109824746466630","authorIdStr":"4109824746466630"},"themes":[],"htmlText":"看看打拼中的#馬斯克# ，你還滿足於安逸嗎？打拼創業中的馬斯克一天要工作14-16小時？這意味着你沒有時間閒聊、發微博、吃飯、從一個地方走到另一個地方或做任何其它事，你的世界只有工作……這是什麼概念？他把他的工作計劃性地安排在1個小時內——他的目標總是在每小時開始的時候開始，並盡力在每小時結束的時候完成一些任務。馬斯克曾經常睡在會議室裏，甚至睡在特斯拉生產線上機器下面的地板上……很多舊辦公區也曾是他的“陣地”。由於不良的飲食和生活習慣，馬斯克深受體重問題的困擾。因此，他現在有一個專職的營養學家負責他的所有飯食安排（包含在參加會議期間），以致此事也被人津津樂道。發推特對他來說也是工作需要，因爲他是公司信息的主要來源。他似乎也通過這一方式從公衆那裏獲取靈感與主意——你可以發現特斯拉汽車的許多特點都可以在他的推特交流上有跡可循——因爲當有人在推特上給他提出建議並得到他的回覆“Sure!”（當然好的意思）時，就意味着他會讓“它”發生！","listText":"看看打拼中的#馬斯克# ，你還滿足於安逸嗎？打拼創業中的馬斯克一天要工作14-16小時？這意味着你沒有時間閒聊、發微博、吃飯、從一個地方走到另一個地方或做任何其它事，你的世界只有工作……這是什麼概念？他把他的工作計劃性地安排在1個小時內——他的目標總是在每小時開始的時候開始，並盡力在每小時結束的時候完成一些任務。馬斯克曾經常睡在會議室裏，甚至睡在特斯拉生產線上機器下面的地板上……很多舊辦公區也曾是他的“陣地”。由於不良的飲食和生活習慣，馬斯克深受體重問題的困擾。因此，他現在有一個專職的營養學家負責他的所有飯食安排（包含在參加會議期間），以致此事也被人津津樂道。發推特對他來說也是工作需要，因爲他是公司信息的主要來源。他似乎也通過這一方式從公衆那裏獲取靈感與主意——你可以發現特斯拉汽車的許多特點都可以在他的推特交流上有跡可循——因爲當有人在推特上給他提出建議並得到他的回覆“Sure!”（當然好的意思）時，就意味着他會讓“它”發生！","text":"看看打拼中的#馬斯克# ，你還滿足於安逸嗎？打拼創業中的馬斯克一天要工作14-16小時？這意味着你沒有時間閒聊、發微博、吃飯、從一個地方走到另一個地方或做任何其它事，你的世界只有工作……這是什麼概念？他把他的工作計劃性地安排在1個小時內——他的目標總是在每小時開始的時候開始，並盡力在每小時結束的時候完成一些任務。馬斯克曾經常睡在會議室裏，甚至睡在特斯拉生產線上機器下面的地板上……很多舊辦公區也曾是他的“陣地”。由於不良的飲食和生活習慣，馬斯克深受體重問題的困擾。因此，他現在有一個專職的營養學家負責他的所有飯食安排（包含在參加會議期間），以致此事也被人津津樂道。發推特對他來說也是工作需要，因爲他是公司信息的主要來源。他似乎也通過這一方式從公衆那裏獲取靈感與主意——你可以發現特斯拉汽車的許多特點都可以在他的推特交流上有跡可循——因爲當有人在推特上給他提出建議並得到他的回覆“Sure!”（當然好的意思）時，就意味着他會讓“它”發生！","images":[{"img":"https://static.tigerbbs.com/4622d2034cd331d676b5c56345ba4155","width":"563","height":"422"},{"img":"https://static.tigerbbs.com/3a61a35c7c23d86cd892a70573bd7450","width":"519","height":"389"},{"img":"https://static.tigerbbs.com/13c9595048533c9d560241d5bb2c86fe","width":"527","height":"395"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/660800180","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996926249,"gmtCreate":1661119536984,"gmtModify":1676536453343,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"noted","listText":"noted","text":"noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996926249","repostId":"9996984764","repostType":1,"repost":{"id":9996984764,"gmtCreate":1661116170661,"gmtModify":1676536452881,"author":{"id":"3583882434595540","authorId":"3583882434595540","name":"LISEE","avatar":"https://static.itradeup.com/news/04e6b0d792206cfd74830f2552f37288","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583882434595540","authorIdStr":"3583882434595540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ARVL\">$Arrival(ARVL)$</a>kk<a href=\"https://ttm.financial/S/DKNG\">$DraftKings Inc.(DKNG)$</a><a href=\"https://ttm.financial/S/LCID\">$Lucid Group Inc(LCID)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/ARVL\">$Arrival(ARVL)$</a>kk<a href=\"https://ttm.financial/S/DKNG\">$DraftKings Inc.(DKNG)$</a><a href=\"https://ttm.financial/S/LCID\">$Lucid Group Inc(LCID)$</a><v-v data-views=\"1\"></v-v>","text":"$Arrival(ARVL)$kk$DraftKings Inc.(DKNG)$$Lucid Group Inc(LCID)$","images":[{"img":"https://community-static.tradeup.com/news/895d45f245ed1c011c154977f9de4c29","width":"720","height":"1396"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996984764","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072690648,"gmtCreate":1658022703384,"gmtModify":1676536094399,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072690648","repostId":"2251089497","repostType":4,"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072690988,"gmtCreate":1658022673844,"gmtModify":1676536094391,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072690988","repostId":"1165343748","repostType":4,"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":178218736,"gmtCreate":1626823330425,"gmtModify":1703765732001,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/178218736","repostId":"2152693458","repostType":4,"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034042392,"gmtCreate":1647741825667,"gmtModify":1676534262112,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Yes&nbsp;","listText":"Yes&nbsp;","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9034042392","repostId":"2220772443","repostType":4,"repost":{"id":"2220772443","kind":"highlight","pubTimestamp":1647668140,"share":"https://ttm.financial/m/news/2220772443?lang=&edition=full_marsco","pubTime":"2022-03-19 13:35","market":"us","language":"en","title":"Stagflation Is Raising the Risk of `Lost Decade' for 60/40 Portfolio of Stocks and Bonds, Goldman Sachs Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2220772443","media":"MarketWatch","summary":"‘The demise of the 60/40 portfolio has been a long time coming, and it’s finally here,’ says John Si","content":"<html><head></head><body><p>‘The demise of the 60/40 portfolio has been a long time coming, and it’s finally here,’ says John Silvia  of Dynamic Economic Strategy</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6b6710679b3aae2d6e541f6cc271d9a\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Motorists lined up on Thursday for free gas at a filling station in the Humboldt Park neighborhood of Chicago after businessman Willie Wilson promised to give away $200,000 in gas at a variety of stations.</span></p><p>Rising stagflation risks in the U.S. and Europe are raising the possibility of a “lost decade” for the 60/40 portfolio mix of stocks and bonds, historically seen as a reliable investing choice for those with moderate risk appetites.</p><p>Such a “lost decade” is defined as an extended period of poor real returns, says Goldman Sachs Group Inc. portfolio strategist Christian Mueller-Glissmann and his colleagues Cecilia Mariotti and Andrea Ferrario. Since the start of 2022, 60/40 portfolios in the U.S. and Europe are down more than 10% in real terms, the Goldman team wrote in a note released Friday.</p><p>Risks of slower growth plus inflation are being amplified by the ongoing the conflict between Russia and Ukraine, and are already taking a toll on many investors. The three major U.S. stock indexes are off by 5% to 12% this year, with the tech-heavy Nasdaq Composite dropping the most. Meanwhile, bonds are also having a rough time — with the 10-year Treasury note putting in its worst year-over-year performance since 2013 as of Thursday, which has pushed its yield above 2.1%. That’s diminished the performance of the 60% allocation to equities and 40% allocation to bonds.</p><p>Signs of stagflation worries are evident in rates markets. The 10-year U.S. breakeven inflation rate, a gauge of inflation expectations, has reached its highest level since the 1990s, according to Goldman Sachs. Meanwhile, inflation-adjusted real yields remain near their lowest levels in decades, reflecting pessimism about economic growth in coming years. And the widely followed spread between 2-year and 10-year Treasury yields is inching its way closer to an inversion, typically a harbinger of recession.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d9f2a175dd3688f27a4dc2f91b128cc\" tg-width=\"700\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/><span>Datastream, Haver Analytics, Goldman Sachs Global Investment Research</span></p><p>“The No. 1 problem with the 60/40 portfolio is that the pace of inflation means real returns on the bond side will be negative,” said John Silvia, founder and chief executive of Dynamic Economic Strategy in Captiva Island, Fla. “And slower economic growth means slower profit growth, which means the stock side of the portfolio gets hit as well.”</p><p>“So the total portfolio performance will probably be disappointing relative to past years, and it could entirely last a full decade,” Silvia said via phone. “The reason is that you’ve had arbitrarily low interest rates for four to five years, and a lot of speculation in the marketplace with people reaching for yield. The demise of the 60/40 portfolio has been a long time coming, and it’s finally here.”</p><p>The lost decade envisioned by Goldman Sachs marks a turnabout from the last cycle, which benefited from what Mueller-Glissmann and colleagues call a “structural ‘Goldilocks’ regime.” That’s when low inflation and real rates boosted valuations and profit growth, despite relatively weak economic growth. Equities and bonds each performed well side-by-side — with real returns on the 60/40 mix coming in at roughly 7% to 8% each year during the last cycle, compared with a 5% long-run average, they said.</p><p>The thinking behind the 60/40 mix in the first place has been the notion that bonds can act as ballast to the riskiness inherent in equities. Private pension plans are one investor category that has continued to cling to the mix and have “rarely deviated from it,” according to Deutsche Bank researchers.</p><p>But lost decades are more common than many think, according to Mueller-Glissmann, Mariotti and Ferrario. They’ve occurred during World War I, World War II and the 1970s — following strong bull markets marked by elevated valuations. And the likelihood of a lost decade rises in the face of stagflation, they said.</p><p>The following chart reflects 1-year and 10-year drawdowns in the 60/40 portfolio through the decades.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7e753dbfc786ce88d4949a0efd9828b\" tg-width=\"700\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/><span>Datastream, Haver Analytics, Goldman Sachs Global Investment Research</span></p><p>A combination of other investments can help reduce the risk of another 60/40 lost decade for investors, the Goldman team said. They include allocations to “real assets” such as commodities, real estate and infrastructure, as well as greater diversification in overseas markets. Investors should also consider value and high-dividend-yielding stocks, as well as convertible bonds, according to Goldman.</p><p>To be sure, not everyone’s on board with the idea of a prolonged period of poor 60/40 returns. Thomas Salopek, a strategist at JPMorgan Chase &amp; Co. who warned in January that the 60/40 mix was “in danger,” says he thinks the U.S. will avoid actual stagflation. “We believe,” he said, “there will be no lost decade for the 60/40.”</p><p>“For now, the environment is still high growth and high inflation,” he wrote in an email to MarketWatch on Friday. With yields historically rising during a Fed rate-hike cycle, “there is a healthy stock vs. bond risk premium that can finally be harvested as risk aversion recedes. So stock outperformance should more than make up for bond weakness, once risk appetite recovers.”</p><p>On Friday, Treasury yields turned mixed as investors factored in the prospects of slower growth.</p></body></html>","source":"lsy1603348471595","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>Stagflation Is Raising the Risk of `Lost Decade' for 60/40 Portfolio of Stocks and Bonds, Goldman Sachs Says</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\">\nStagflation Is Raising the Risk of `Lost Decade' for 60/40 Portfolio of Stocks and Bonds, Goldman Sachs Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 13:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/stagflation-is-raising-the-risk-of-lost-decade-for-60-40-portfolio-of-stocks-and-bonds-goldman-sachs-says-11647624998?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘The demise of the 60/40 portfolio has been a long time coming, and it’s finally here,’ says John Silvia  of Dynamic Economic StrategyMotorists lined up on Thursday for free gas at a filling station ...</p>\n\n<a href=\"https://www.marketwatch.com/story/stagflation-is-raising-the-risk-of-lost-decade-for-60-40-portfolio-of-stocks-and-bonds-goldman-sachs-says-11647624998?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/stagflation-is-raising-the-risk-of-lost-decade-for-60-40-portfolio-of-stocks-and-bonds-goldman-sachs-says-11647624998?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2220772443","content_text":"‘The demise of the 60/40 portfolio has been a long time coming, and it’s finally here,’ says John Silvia  of Dynamic Economic StrategyMotorists lined up on Thursday for free gas at a filling station in the Humboldt Park neighborhood of Chicago after businessman Willie Wilson promised to give away $200,000 in gas at a variety of stations.Rising stagflation risks in the U.S. and Europe are raising the possibility of a “lost decade” for the 60/40 portfolio mix of stocks and bonds, historically seen as a reliable investing choice for those with moderate risk appetites.Such a “lost decade” is defined as an extended period of poor real returns, says Goldman Sachs Group Inc. portfolio strategist Christian Mueller-Glissmann and his colleagues Cecilia Mariotti and Andrea Ferrario. Since the start of 2022, 60/40 portfolios in the U.S. and Europe are down more than 10% in real terms, the Goldman team wrote in a note released Friday.Risks of slower growth plus inflation are being amplified by the ongoing the conflict between Russia and Ukraine, and are already taking a toll on many investors. The three major U.S. stock indexes are off by 5% to 12% this year, with the tech-heavy Nasdaq Composite dropping the most. Meanwhile, bonds are also having a rough time — with the 10-year Treasury note putting in its worst year-over-year performance since 2013 as of Thursday, which has pushed its yield above 2.1%. That’s diminished the performance of the 60% allocation to equities and 40% allocation to bonds.Signs of stagflation worries are evident in rates markets. The 10-year U.S. breakeven inflation rate, a gauge of inflation expectations, has reached its highest level since the 1990s, according to Goldman Sachs. Meanwhile, inflation-adjusted real yields remain near their lowest levels in decades, reflecting pessimism about economic growth in coming years. And the widely followed spread between 2-year and 10-year Treasury yields is inching its way closer to an inversion, typically a harbinger of recession.Datastream, Haver Analytics, Goldman Sachs Global Investment Research“The No. 1 problem with the 60/40 portfolio is that the pace of inflation means real returns on the bond side will be negative,” said John Silvia, founder and chief executive of Dynamic Economic Strategy in Captiva Island, Fla. “And slower economic growth means slower profit growth, which means the stock side of the portfolio gets hit as well.”“So the total portfolio performance will probably be disappointing relative to past years, and it could entirely last a full decade,” Silvia said via phone. “The reason is that you’ve had arbitrarily low interest rates for four to five years, and a lot of speculation in the marketplace with people reaching for yield. The demise of the 60/40 portfolio has been a long time coming, and it’s finally here.”The lost decade envisioned by Goldman Sachs marks a turnabout from the last cycle, which benefited from what Mueller-Glissmann and colleagues call a “structural ‘Goldilocks’ regime.” That’s when low inflation and real rates boosted valuations and profit growth, despite relatively weak economic growth. Equities and bonds each performed well side-by-side — with real returns on the 60/40 mix coming in at roughly 7% to 8% each year during the last cycle, compared with a 5% long-run average, they said.The thinking behind the 60/40 mix in the first place has been the notion that bonds can act as ballast to the riskiness inherent in equities. Private pension plans are one investor category that has continued to cling to the mix and have “rarely deviated from it,” according to Deutsche Bank researchers.But lost decades are more common than many think, according to Mueller-Glissmann, Mariotti and Ferrario. They’ve occurred during World War I, World War II and the 1970s — following strong bull markets marked by elevated valuations. And the likelihood of a lost decade rises in the face of stagflation, they said.The following chart reflects 1-year and 10-year drawdowns in the 60/40 portfolio through the decades.Datastream, Haver Analytics, Goldman Sachs Global Investment ResearchA combination of other investments can help reduce the risk of another 60/40 lost decade for investors, the Goldman team said. They include allocations to “real assets” such as commodities, real estate and infrastructure, as well as greater diversification in overseas markets. Investors should also consider value and high-dividend-yielding stocks, as well as convertible bonds, according to Goldman.To be sure, not everyone’s on board with the idea of a prolonged period of poor 60/40 returns. Thomas Salopek, a strategist at JPMorgan Chase & Co. who warned in January that the 60/40 mix was “in danger,” says he thinks the U.S. will avoid actual stagflation. “We believe,” he said, “there will be no lost decade for the 60/40.”“For now, the environment is still high growth and high inflation,” he wrote in an email to MarketWatch on Friday. With yields historically rising during a Fed rate-hike cycle, “there is a healthy stock vs. bond risk premium that can finally be harvested as risk aversion recedes. So stock outperformance should more than make up for bond weakness, once risk appetite recovers.”On Friday, Treasury yields turned mixed as investors factored in the prospects of slower growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960556266,"gmtCreate":1668214116355,"gmtModify":1676538029044,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960556266","repostId":"2282487556","repostType":4,"repost":{"id":"2282487556","kind":"highlight","pubTimestamp":1668213017,"share":"https://ttm.financial/m/news/2282487556?lang=&edition=full_marsco","pubTime":"2022-11-12 08:30","market":"us","language":"en","title":"Nvidia: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration","url":"https://stock-news.laohu8.com/highlight/detail?id=2282487556","media":"Seeking Alpha","summary":"SummaryNvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-","content":"<html><head></head><body><h2>Summary</h2><ul><li>Nvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-than-expected price increases in October that harbingers a potential &#34;dovish response from the Fed&#34;.</li><li>The stock&#39;s recent gains as a result of mitigating strategies taken against the newly imposed export restrictions to China is also welcome news, underscoring investors&#39; confidence in Nvidia&#39;s longer-term prospects.</li><li>Yet, mounting macroeconomic uncertainties still remain a large overhang on the stock&#39;s near-term performance, with renewed concerns of a crypto downturn adding complexity to the Nvidia stock&#39;s outlook.</li><li>The following analysis will walk through some of the latest developments in Nvidia&#39;s operating, macro and regulatory environment, and gauge their respective implications on the stock&#39;s near-term performance.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/821a26da6fd45d4119675770e348fdbe\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan</span></p><p>The better-than-expected CPI print for October unleashed a rally in both equities and credits on Thursday (November 10), with the tech-heavy Nasdaq 100 index adding close to $1 trillion in market cap over the span of one session. Nvidia (NASDAQ:NVDA) was one of the biggest gainers, staging a 14% intra-day rally to outperform the broader PHLX Semiconductor Index (SOX).</p><p>Signs of easing financial conditions is currently a core driver of investors’ confidence, which is corroborated by the strong intra-day gains observed during Thursday’s session. Yet, the broader market climate remains fragile, as the Fed’s monetary policy tightening trajectory has yet to peak, with consumer slowdown only now becoming more prevalent.</p><p>And specific to Nvidia, the company also faces operating challenges from worsening geopolitical tensions, though its recent release of the A800 data center GPUs exclusive to the Chinese market in compliance with U.S. regulatory requirements is a step in the right direction. But renewed crypto contagion fears are now sparking fresh concerns on the near-term performance of Nvidia’s GPU segment, which is already reeling from a broader decline in global PC demand this year.</p><p>Regardless of the near-term macro and industry-specific headwinds though, Nvidia’s robust one-day gain on Thursday underscores the strength of investors’ confidence in the stock still, given the underlying business’ positive potential in benefitting from longer-term advances stemming from its massive market share across high-growth verticals spanning high-performance computing (“HPC”) to AI-driven innovations like self-driving vehicles and the metaverse. With market conditions still choppy in the months ahead, the Nvidia stock’s latest rally is likely to fizzle, creating more compelling entry opportunities than its current valuation.</p><p><b>Macro Overview</b></p><p>The Federal Reserve maintained a hawkish tone after raising 75 bps for the fourth time consecutively this year in November as inflation remains far from the desired 2% target. With the October inflation print coming in better-than-expected, market participants are becoming more optimistic that the worst of rapid price increases this year are now behind, playing favorably to desires for a more dovish monetary policy trajectory and improving financial conditions ahead.</p><p>October headline CPI came in at 7.7%, softer than the average consensus estimate of 7.9%, marking the “smallest annual advance since the start of the year”. Meanwhile, core inflation – which strips the impact of volatile food and energy prices – came in at 6.3%, which is also a welcome improvement from consensus calls for 6.5%. Equities rallied across the board in response to the softer-than-expected inflation print, as it points to early signs of a structural slowdown in pricing increases that the Federal Reserve has been looking for before considering easing its monetary policy tightening plans. The latest improvement in pricing increases is supportive of the Fed’s planned rate hike for 50 bps in December, marking possibly the first deceleration in the pace of tightening since June.</p><p>Yet, any possibility of a sustained rally on signs of easing inflation and a potential Fed pivot remains remote. At 7.7%, current price increases remain far removed from the Fed’s desired 2% target, which aligns with Fed Chair Jerome Powell’s commentary earlier this month that the terminal rate could end up being higher than previously anticipated as tightening continues into restrictive territory to ensure inflation is contained. The remarks were further reinforced by Dallas Fed President Lorie Logan on Thursday (November 10):</p><blockquote>Today’s economic conditions are complex, but they can be summarized in five words: Inflation is much too high.</blockquote><blockquote>Not only is inflation far above the FOMC’s 2 percent target, but with aggregate demand continuing to outstrip supply, inflation has repeatedly come in higher than forecasters expected. This morning’s CPI [Consumer Price Index] data were a welcome relief, but there is still a long way to go.</blockquote><blockquote>Source: Federal Reserve Bank of Dallas</blockquote><p>What this effectively means is that the demand environment for Nvidia will continue to weaken, weighing on its near-term fundamental prospects. The stock’s valuation outlook over coming months will also remain volatile to changes in interest rates, which place a direct impact on multiples that dictate the value of the underlying business’ future prospects.</p><p>Specifically, on the fundamental front, continued rate hikes and “much too high” inflation implies tightening financial conditions over coming months, especially as ongoing deterioration in consumer sentiment this year now becomes materialized into a real decline in consumer purchasing power. Average personal savings in the U.S. have declined from 3.5% in the second quarter to 3.1% in the third quarter, a far-cry from the “five-year pre-COVID average of [approximately] 7.7%”. Consumers are also increasing reliance on credit card debt to sustain spending as purchasing power declines in the face of surging inflation – consumer credit card debt is now approaching the “pre-pandemic peak of $916 billion in September”, while “real average hourly earnings decreased in October and were down 2.8% from a year earlier… falling each month since April 2021” after adjusting for inflation.</p><p>Specific to Nvidia, weakening consumer spending is largely reflected through significant underperformance in its consumer-centric Gaming segment during the fiscal second quarter. And conditions have likely remained muted or worsened in the fiscal third quarter, as global PC demand continued on a rapid decline while discretionary purchases of consumer electronics remained stagnated.</p><p>And on the commercial front, which was previously regarded as relatively recession-resistant compared to the consumer end-market, spending has become more conscious as well based on commentary during the latest third quarter earnings season. Even resilient corporate cloud investments are showing signs of a slowdown or delay amid growing macroeconomic uncertainties, risking weakness in data center investments over the near-term, which would impact the performance of Nvidia’s star segment.</p><p>And on the valuation front, continued rate hikes are bound to further weigh on multiples. The value of high growth companies like Nvidia, with much of their prospects still being “far out in the future” are becoming increasingly susceptible to heavy discounting as a result of rising capital costs. This circles back to our earlier mention that any rally in the Nvidia stock observed as a result of the latest October inflation print will likely fizzle, as the double-whammy of valuation and fundamental challenges continue to play out over coming months.</p><p><b>Implications of the A800 Data Center GPU</b></p><p>Moving on from broader market headwinds, Nvidia is also facing industry-specific challenges stemming from intensifying U.S.-China relations as of late. As discussed in detail in our previous coverage on the stock, the latest ban imposed by the U.S. government on exports of advanced semiconductor technologies to China further complexes the operating backdrop for chip makers like Nvidia, which is already reeling from unraveling demand this year. The company had previously reiterated that it does not expect a material impact on its business as a result of the newly imposed restrictions, though the implementation of said export ban could result in a $400 million headwind to fiscal third quarter results.</p><p>In the latest development, Nvidia has confirmed the production of A800 data center GPUs made exclusively for the Chinese market in response to U.S. regulatory requirements. The A800 chips will be a direct replacement for the A100 that has been effectively banned from being exported to China. The A800 chips, which are also based on Nvidia’s Ampere architecture, will include three variants offering the same specs as the A100 chips. However, the “NVIDIA NVLink” technology implemented, which enables “seamless, high-speed communication between every GPU” within a system to facilitate the compute demands of increasingly complex AI and HPC workloads, will be downgraded from the A100’s standard 600GBps to 400GBps for the A800. The A800 has received regulatory clearance from the U.S. for export to China, with the hardware’s processing speed non-programmable to exceed the 400GBps cap, and thereby “limiting their usefulness” in HPC applications to restrict China’s military advancements. However, the company has yet to provide any immediate reprieve to restricted sales of the upcoming H100 Grace data center CPUs to China as a result of the new rules, which also relies on next-generation NVLink technology capable of at least 1.5x higher performance than existing Ampere-based processors.</p><p>As analyzed in our previous coverage, we expect Nvidia’s base case 12-month PT to hover around $150 and bull case 12-month PT of $160 as a result of the newly imposed export restrictions in addition to looming macroeconomic challenges. And the recent relief brought by the introduction of the A800 chips exclusive to the Chinese market – the largest source of semiconductor demand – is viewed as a positive development to support the stock’s potential leap beyond the base case PT and approach towards the near-term bull case PT. This is further corroborated by the stock’s intra-day leap of as much as 4% to reach the $150-level on November 8th upon announcement of the A800 chip which began productions in the fiscal third quarter, which was organic to positive investors’ sentiment on the news and separate from any positive macro development.</p><p><i>i. Bull Case Financial Forecast and Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69a9f8803dc4cfc1a6531cd5970e6116\" tg-width=\"640\" tg-height=\"345\" width=\"100%\" height=\"auto\"/><span>Nvidia Bull Case Financial Forecast (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ce58edfb1fd144ddb4958ce28aa3068\" tg-width=\"640\" tg-height=\"367\" width=\"100%\" height=\"auto\"/><span>Nvidia Bull Case PT (Author)</span></p><p><i>ii. Base Case Financial Forecast and Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a48b2c2079cc21eba075a71a080240c9\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"/><span>Nvidia Base Case Financial Forecast (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8c8bdcb85fdca3d00f2a79a9aa1f947\" tg-width=\"640\" tg-height=\"363\" width=\"100%\" height=\"auto\"/><span>Nvidia Base Case PT (Author)</span></p><p><i>iii. Bear Case Financial Forecast and Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55fa52330c071632e4c5480164c6da69\" tg-width=\"640\" tg-height=\"358\" width=\"100%\" height=\"auto\"/><span>Nvidia Bear Case Financial Forecast (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d24c4b920c94cd1163561b799af23cb\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"/><span>Nvidia Bear Case PT (Author)</span></p><p>However, the total elimination of Chinese demand for Nvidia’s best-selling A100 data center GPUs and H100 data center CPUs will remain an overhang on the company’s near-term fundamental performance. China is still the largest buyer of chips, and with Nvidia’s heavy reliance on HPC/data center sales to make-up for the near-term downturn in its consumer-centric segments, the company is still missing out on a chunk of market share that it would have otherwise been able to capitalize on if it were not for the newly imposed rules. Yet, we see the A800 as a positive development that will not only bring some partial relief to Nvidia’s near-term fundamental performance, but also an indicator of a potential equivalent for the company’s new foray in data center CPUs with its Hopper architecture. We see this as a probable implication for a potential clawback of revenue losses that were previously thought to be permanent due to the U.S.-imposed export curbs, which would be a plus to Nvidia’s near-term valuation prospects.</p><p><b>Implications of Crypto Contagion 2.0</b></p><p>As previously discussed, lingering crypto headwinds make another overhang that is harder to gauge on Nvidia’s near-term performance. Recall that a non-disclosed portion of Nvidia’s Gaming segment sales are driven by GPU demand from crypto mining, which has experienced a material slowdown this year following the Luna/Terra death spiral (UST-USD / LUNC-USD / LUNA-USD) in May and the Ethereum Merge (ETH-USD) that took place in September.</p><p>While cryptocurrencies saw some reprieve in prices in late October, earlier hopes of an emergence from the latest crypto winter have been stymied by the latest FTX wind-down. It has been a tumultuous week for crypto. The intensifying feud last weekend between Binance (BNB-USD) founder and CEO Changpeng “CZ” Zhao and FTX founder and CEO Sam Bankman-Fried following the former’s decision to liquidate its holdings in the latter’s FTT coins (FTT-USD) had rapidly turned into a liquidity crunch for FTX.com, which later turned into a potential bailout by Binance. And within 24 hours, the relief deal soured with Binance pulling out from the non-binding bailout agreement, and FTX facing bankruptcy risks. Contagion fears are also spreading like wild fire again, with BlockFi being the latest victim in the downward spiraling situation.</p><p>Cryptocurrencies have plummeted this week as a result of the latest drama unfolding in real-time within the digital assets industry. Even Thursday’s relief rally on the back of easing inflation signals failed to restore confidence in the risky asset, with Bitcoin prices dipping below $17,000 at one point. Many Bitcoin miners have already either sold their coins or mining equipment to raise cash needed to weather the protracted crypto winter, with some even halting expansion efforts as a pre-emptive measure against rising liquidity pressures:</p><blockquote>Contagion risks in cryptocurrencies, following on from the FTX-Alameda collapse, will take a long time to work through and the market remains vulnerable…We’re going to see definite lower volumes because people are going to hold back at this moment in time.</blockquote><blockquote>Source: Bloomberg</blockquote><p>While Nvidia’s latest release of the A800 chips and the broader market rally on signs of easing inflation this week have largely overshadowed potential contagion risks to demand for its gaming / crypto-mining GPUs, we see the latest crypto rout as a new bout of challenge on the chipmaker’s already-stagnate Gaming segment. As mentioned in the earlier section, Nvidia’s Gaming segment has already seen a significant decline in sales as a result of “softness in Europe related to the war in Ukraine and COVID lockdowns in China” that have been worsened by “lower units and lower ASPs” due to deteriorating macro conditions, and inadvertently, consumer demand. The latest crypto whiplash is likely to bring about further declines in crypto mining activity, thus adding to the Gaming segment’s near-term turmoil given an undisclosed portion of its sales are still linked to crypto mining demand.</p><p>In addition to a contagion impact from the recent crypto debacle on the Gaming segment’s sales, Nvidia also risks another write-off related to its inventory of crypto-mining processors, “CMP”. Although any related amount is not expected to place a material impact on its fundamental nor valuation prospects – for perspective, Nvidia had already reported a $1.32 billion CMP inventory write-down during the fiscal second quarter – it does not bode well for the company’s profit margins, nonetheless. This makes another near-term challenge to consider ahead of its upcoming fiscal third quarter earnings release, as investors’ preference shift towards profitability over growth ahead of an increasingly uncertain market climate.</p><p><b>Final Thoughts</b></p><p>As we have previously noted – when it rains, it pours for Nvidia. The near-term operating environment for the company remains a challenge, and the market backdrop for the stock’s near-term prospects continues to be turbulent. While the latest macro development pertaining to signs of easing inflation makes a positive point for valuation multiples, it is too soon to tell if the related rally is sustainable as price increases remain far out from the Fed’s 2% target. Continued Fed monetary policy tightening into restrictive territory to ensure inflation is under control for good means further deterioration in financial conditions ahead. And the recent easing observed in China’s stringent COVID Zero policies are also adding pressure to a tightening oil market – especially as the OPEC+ slashes production this month to prevent further price declines. With a potential return of demand from the world’s largest oil importer, the tightening oil market today is unlikely to handle such a sudden influx, adding to risks of a rebound in price pressures in the near-term, which corroborates continued hawkishness in the Fed’s policy agenda.</p><p>And while Nvidia’s recent introduction of the A800 is a step in the right direction to mitigate the impact of fraying U.S.-China relations, there is still work to be done to recoup the majority of lost revenues from other verticals as a result of the latest export restrictions. The latest crypto turmoil also brings renewed pressure on the company’s already-staggering Gaming segment.</p><p>Despite a cautious sentiment over Nvidia’s near-term outlook, the company remains well-positioned to capitalize on high-growth opportunities driven by secular demand across multiple verticals in which it specifically caters to over the longer-term. Nvidia’s offerings remain a critical backbone to almost every technology used across all daily life settings today and tomorrow, from HPC applications satisfying cloud-computing demand, to AI applications addressing nascent developments like autonomous mobility and the metaverse. The steadfast confidence in the company’s long-term bullishness is further evidenced by the Nvidia stock’s outsized gains on Thursday. Although further downturns in the stock are expected within the near-term to wipe-out its impressive intra-day gains observed this week, we view them as compelling risk-reward opportunities for longer-term upside potential ahead.</p><p><i>This article is written by </i><i>Livy Investment Research</i><i> for reference only. Please note the risks.</i></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>Nvidia: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration</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: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-12 08:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4556472-nvidia-a800-chips-crypto-contagion-and-macro-deterioration><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-than-expected price increases in October that harbingers a potential \"dovish response from the Fed\"....</p>\n\n<a href=\"https://seekingalpha.com/article/4556472-nvidia-a800-chips-crypto-contagion-and-macro-deterioration\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4556472-nvidia-a800-chips-crypto-contagion-and-macro-deterioration","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282487556","content_text":"SummaryNvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-than-expected price increases in October that harbingers a potential \"dovish response from the Fed\".The stock's recent gains as a result of mitigating strategies taken against the newly imposed export restrictions to China is also welcome news, underscoring investors' confidence in Nvidia's longer-term prospects.Yet, mounting macroeconomic uncertainties still remain a large overhang on the stock's near-term performance, with renewed concerns of a crypto downturn adding complexity to the Nvidia stock's outlook.The following analysis will walk through some of the latest developments in Nvidia's operating, macro and regulatory environment, and gauge their respective implications on the stock's near-term performance.Justin SullivanThe better-than-expected CPI print for October unleashed a rally in both equities and credits on Thursday (November 10), with the tech-heavy Nasdaq 100 index adding close to $1 trillion in market cap over the span of one session. Nvidia (NASDAQ:NVDA) was one of the biggest gainers, staging a 14% intra-day rally to outperform the broader PHLX Semiconductor Index (SOX).Signs of easing financial conditions is currently a core driver of investors’ confidence, which is corroborated by the strong intra-day gains observed during Thursday’s session. Yet, the broader market climate remains fragile, as the Fed’s monetary policy tightening trajectory has yet to peak, with consumer slowdown only now becoming more prevalent.And specific to Nvidia, the company also faces operating challenges from worsening geopolitical tensions, though its recent release of the A800 data center GPUs exclusive to the Chinese market in compliance with U.S. regulatory requirements is a step in the right direction. But renewed crypto contagion fears are now sparking fresh concerns on the near-term performance of Nvidia’s GPU segment, which is already reeling from a broader decline in global PC demand this year.Regardless of the near-term macro and industry-specific headwinds though, Nvidia’s robust one-day gain on Thursday underscores the strength of investors’ confidence in the stock still, given the underlying business’ positive potential in benefitting from longer-term advances stemming from its massive market share across high-growth verticals spanning high-performance computing (“HPC”) to AI-driven innovations like self-driving vehicles and the metaverse. With market conditions still choppy in the months ahead, the Nvidia stock’s latest rally is likely to fizzle, creating more compelling entry opportunities than its current valuation.Macro OverviewThe Federal Reserve maintained a hawkish tone after raising 75 bps for the fourth time consecutively this year in November as inflation remains far from the desired 2% target. With the October inflation print coming in better-than-expected, market participants are becoming more optimistic that the worst of rapid price increases this year are now behind, playing favorably to desires for a more dovish monetary policy trajectory and improving financial conditions ahead.October headline CPI came in at 7.7%, softer than the average consensus estimate of 7.9%, marking the “smallest annual advance since the start of the year”. Meanwhile, core inflation – which strips the impact of volatile food and energy prices – came in at 6.3%, which is also a welcome improvement from consensus calls for 6.5%. Equities rallied across the board in response to the softer-than-expected inflation print, as it points to early signs of a structural slowdown in pricing increases that the Federal Reserve has been looking for before considering easing its monetary policy tightening plans. The latest improvement in pricing increases is supportive of the Fed’s planned rate hike for 50 bps in December, marking possibly the first deceleration in the pace of tightening since June.Yet, any possibility of a sustained rally on signs of easing inflation and a potential Fed pivot remains remote. At 7.7%, current price increases remain far removed from the Fed’s desired 2% target, which aligns with Fed Chair Jerome Powell’s commentary earlier this month that the terminal rate could end up being higher than previously anticipated as tightening continues into restrictive territory to ensure inflation is contained. The remarks were further reinforced by Dallas Fed President Lorie Logan on Thursday (November 10):Today’s economic conditions are complex, but they can be summarized in five words: Inflation is much too high.Not only is inflation far above the FOMC’s 2 percent target, but with aggregate demand continuing to outstrip supply, inflation has repeatedly come in higher than forecasters expected. This morning’s CPI [Consumer Price Index] data were a welcome relief, but there is still a long way to go.Source: Federal Reserve Bank of DallasWhat this effectively means is that the demand environment for Nvidia will continue to weaken, weighing on its near-term fundamental prospects. The stock’s valuation outlook over coming months will also remain volatile to changes in interest rates, which place a direct impact on multiples that dictate the value of the underlying business’ future prospects.Specifically, on the fundamental front, continued rate hikes and “much too high” inflation implies tightening financial conditions over coming months, especially as ongoing deterioration in consumer sentiment this year now becomes materialized into a real decline in consumer purchasing power. Average personal savings in the U.S. have declined from 3.5% in the second quarter to 3.1% in the third quarter, a far-cry from the “five-year pre-COVID average of [approximately] 7.7%”. Consumers are also increasing reliance on credit card debt to sustain spending as purchasing power declines in the face of surging inflation – consumer credit card debt is now approaching the “pre-pandemic peak of $916 billion in September”, while “real average hourly earnings decreased in October and were down 2.8% from a year earlier… falling each month since April 2021” after adjusting for inflation.Specific to Nvidia, weakening consumer spending is largely reflected through significant underperformance in its consumer-centric Gaming segment during the fiscal second quarter. And conditions have likely remained muted or worsened in the fiscal third quarter, as global PC demand continued on a rapid decline while discretionary purchases of consumer electronics remained stagnated.And on the commercial front, which was previously regarded as relatively recession-resistant compared to the consumer end-market, spending has become more conscious as well based on commentary during the latest third quarter earnings season. Even resilient corporate cloud investments are showing signs of a slowdown or delay amid growing macroeconomic uncertainties, risking weakness in data center investments over the near-term, which would impact the performance of Nvidia’s star segment.And on the valuation front, continued rate hikes are bound to further weigh on multiples. The value of high growth companies like Nvidia, with much of their prospects still being “far out in the future” are becoming increasingly susceptible to heavy discounting as a result of rising capital costs. This circles back to our earlier mention that any rally in the Nvidia stock observed as a result of the latest October inflation print will likely fizzle, as the double-whammy of valuation and fundamental challenges continue to play out over coming months.Implications of the A800 Data Center GPUMoving on from broader market headwinds, Nvidia is also facing industry-specific challenges stemming from intensifying U.S.-China relations as of late. As discussed in detail in our previous coverage on the stock, the latest ban imposed by the U.S. government on exports of advanced semiconductor technologies to China further complexes the operating backdrop for chip makers like Nvidia, which is already reeling from unraveling demand this year. The company had previously reiterated that it does not expect a material impact on its business as a result of the newly imposed restrictions, though the implementation of said export ban could result in a $400 million headwind to fiscal third quarter results.In the latest development, Nvidia has confirmed the production of A800 data center GPUs made exclusively for the Chinese market in response to U.S. regulatory requirements. The A800 chips will be a direct replacement for the A100 that has been effectively banned from being exported to China. The A800 chips, which are also based on Nvidia’s Ampere architecture, will include three variants offering the same specs as the A100 chips. However, the “NVIDIA NVLink” technology implemented, which enables “seamless, high-speed communication between every GPU” within a system to facilitate the compute demands of increasingly complex AI and HPC workloads, will be downgraded from the A100’s standard 600GBps to 400GBps for the A800. The A800 has received regulatory clearance from the U.S. for export to China, with the hardware’s processing speed non-programmable to exceed the 400GBps cap, and thereby “limiting their usefulness” in HPC applications to restrict China’s military advancements. However, the company has yet to provide any immediate reprieve to restricted sales of the upcoming H100 Grace data center CPUs to China as a result of the new rules, which also relies on next-generation NVLink technology capable of at least 1.5x higher performance than existing Ampere-based processors.As analyzed in our previous coverage, we expect Nvidia’s base case 12-month PT to hover around $150 and bull case 12-month PT of $160 as a result of the newly imposed export restrictions in addition to looming macroeconomic challenges. And the recent relief brought by the introduction of the A800 chips exclusive to the Chinese market – the largest source of semiconductor demand – is viewed as a positive development to support the stock’s potential leap beyond the base case PT and approach towards the near-term bull case PT. This is further corroborated by the stock’s intra-day leap of as much as 4% to reach the $150-level on November 8th upon announcement of the A800 chip which began productions in the fiscal third quarter, which was organic to positive investors’ sentiment on the news and separate from any positive macro development.i. Bull Case Financial Forecast and Valuation Analysis:Nvidia Bull Case Financial Forecast (Author)Nvidia Bull Case PT (Author)ii. Base Case Financial Forecast and Valuation Analysis:Nvidia Base Case Financial Forecast (Author)Nvidia Base Case PT (Author)iii. Bear Case Financial Forecast and Valuation Analysis:Nvidia Bear Case Financial Forecast (Author)Nvidia Bear Case PT (Author)However, the total elimination of Chinese demand for Nvidia’s best-selling A100 data center GPUs and H100 data center CPUs will remain an overhang on the company’s near-term fundamental performance. China is still the largest buyer of chips, and with Nvidia’s heavy reliance on HPC/data center sales to make-up for the near-term downturn in its consumer-centric segments, the company is still missing out on a chunk of market share that it would have otherwise been able to capitalize on if it were not for the newly imposed rules. Yet, we see the A800 as a positive development that will not only bring some partial relief to Nvidia’s near-term fundamental performance, but also an indicator of a potential equivalent for the company’s new foray in data center CPUs with its Hopper architecture. We see this as a probable implication for a potential clawback of revenue losses that were previously thought to be permanent due to the U.S.-imposed export curbs, which would be a plus to Nvidia’s near-term valuation prospects.Implications of Crypto Contagion 2.0As previously discussed, lingering crypto headwinds make another overhang that is harder to gauge on Nvidia’s near-term performance. Recall that a non-disclosed portion of Nvidia’s Gaming segment sales are driven by GPU demand from crypto mining, which has experienced a material slowdown this year following the Luna/Terra death spiral (UST-USD / LUNC-USD / LUNA-USD) in May and the Ethereum Merge (ETH-USD) that took place in September.While cryptocurrencies saw some reprieve in prices in late October, earlier hopes of an emergence from the latest crypto winter have been stymied by the latest FTX wind-down. It has been a tumultuous week for crypto. The intensifying feud last weekend between Binance (BNB-USD) founder and CEO Changpeng “CZ” Zhao and FTX founder and CEO Sam Bankman-Fried following the former’s decision to liquidate its holdings in the latter’s FTT coins (FTT-USD) had rapidly turned into a liquidity crunch for FTX.com, which later turned into a potential bailout by Binance. And within 24 hours, the relief deal soured with Binance pulling out from the non-binding bailout agreement, and FTX facing bankruptcy risks. Contagion fears are also spreading like wild fire again, with BlockFi being the latest victim in the downward spiraling situation.Cryptocurrencies have plummeted this week as a result of the latest drama unfolding in real-time within the digital assets industry. Even Thursday’s relief rally on the back of easing inflation signals failed to restore confidence in the risky asset, with Bitcoin prices dipping below $17,000 at one point. Many Bitcoin miners have already either sold their coins or mining equipment to raise cash needed to weather the protracted crypto winter, with some even halting expansion efforts as a pre-emptive measure against rising liquidity pressures:Contagion risks in cryptocurrencies, following on from the FTX-Alameda collapse, will take a long time to work through and the market remains vulnerable…We’re going to see definite lower volumes because people are going to hold back at this moment in time.Source: BloombergWhile Nvidia’s latest release of the A800 chips and the broader market rally on signs of easing inflation this week have largely overshadowed potential contagion risks to demand for its gaming / crypto-mining GPUs, we see the latest crypto rout as a new bout of challenge on the chipmaker’s already-stagnate Gaming segment. As mentioned in the earlier section, Nvidia’s Gaming segment has already seen a significant decline in sales as a result of “softness in Europe related to the war in Ukraine and COVID lockdowns in China” that have been worsened by “lower units and lower ASPs” due to deteriorating macro conditions, and inadvertently, consumer demand. The latest crypto whiplash is likely to bring about further declines in crypto mining activity, thus adding to the Gaming segment’s near-term turmoil given an undisclosed portion of its sales are still linked to crypto mining demand.In addition to a contagion impact from the recent crypto debacle on the Gaming segment’s sales, Nvidia also risks another write-off related to its inventory of crypto-mining processors, “CMP”. Although any related amount is not expected to place a material impact on its fundamental nor valuation prospects – for perspective, Nvidia had already reported a $1.32 billion CMP inventory write-down during the fiscal second quarter – it does not bode well for the company’s profit margins, nonetheless. This makes another near-term challenge to consider ahead of its upcoming fiscal third quarter earnings release, as investors’ preference shift towards profitability over growth ahead of an increasingly uncertain market climate.Final ThoughtsAs we have previously noted – when it rains, it pours for Nvidia. The near-term operating environment for the company remains a challenge, and the market backdrop for the stock’s near-term prospects continues to be turbulent. While the latest macro development pertaining to signs of easing inflation makes a positive point for valuation multiples, it is too soon to tell if the related rally is sustainable as price increases remain far out from the Fed’s 2% target. Continued Fed monetary policy tightening into restrictive territory to ensure inflation is under control for good means further deterioration in financial conditions ahead. And the recent easing observed in China’s stringent COVID Zero policies are also adding pressure to a tightening oil market – especially as the OPEC+ slashes production this month to prevent further price declines. With a potential return of demand from the world’s largest oil importer, the tightening oil market today is unlikely to handle such a sudden influx, adding to risks of a rebound in price pressures in the near-term, which corroborates continued hawkishness in the Fed’s policy agenda.And while Nvidia’s recent introduction of the A800 is a step in the right direction to mitigate the impact of fraying U.S.-China relations, there is still work to be done to recoup the majority of lost revenues from other verticals as a result of the latest export restrictions. The latest crypto turmoil also brings renewed pressure on the company’s already-staggering Gaming segment.Despite a cautious sentiment over Nvidia’s near-term outlook, the company remains well-positioned to capitalize on high-growth opportunities driven by secular demand across multiple verticals in which it specifically caters to over the longer-term. Nvidia’s offerings remain a critical backbone to almost every technology used across all daily life settings today and tomorrow, from HPC applications satisfying cloud-computing demand, to AI applications addressing nascent developments like autonomous mobility and the metaverse. The steadfast confidence in the company’s long-term bullishness is further evidenced by the Nvidia stock’s outsized gains on Thursday. Although further downturns in the stock are expected within the near-term to wipe-out its impressive intra-day gains observed this week, we view them as compelling risk-reward opportunities for longer-term upside potential ahead.This article is written by Livy Investment Research for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089638316,"gmtCreate":1649986484271,"gmtModify":1676534622256,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9089638316","repostId":"2227671343","repostType":4,"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019998134,"gmtCreate":1648511594773,"gmtModify":1676534347044,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Yes&nbsp;","listText":"Yes&nbsp;","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9019998134","repostId":"1193943879","repostType":4,"repost":{"id":"1193943879","kind":"news","pubTimestamp":1648509325,"share":"https://ttm.financial/m/news/1193943879?lang=&edition=full_marsco","pubTime":"2022-03-29 07:15","market":"other","language":"en","title":"ASX Opens 0.5pc Higher, Buoyed by Strong Gains Across the Technology Sector","url":"https://stock-news.laohu8.com/highlight/detail?id=1193943879","media":"Australian Financial Review","summary":"Australian shares have climbed 0.5 per cent to 7446.2 in the opening minutes of trade, buoyed by str","content":"<html><head></head><body><p>Australian shares have climbed 0.5 per cent to 7446.2 in the opening minutes of trade, buoyed by strong gains across the technology sector.</p><p>Uniti Group jumped 1.9 per cent to $4.81 after receiving a revised takeover proposal from a consortium comprising HRL Morrison&amp;Co and Brookfield Infrastructure.</p><p>Crown Resorts firmed 1.1 per cent to $12.74 on news that Blackstone has received FIRB approval for its acquisition of Crown. Telstra edged 0.4 per cent higher to $2.88 after finalising the legal structure for its T22 strategy.</p><p>Telix Pharmaceuticals rose 3.6 per cent to $4.30 after signing an agreement with Xiel for the distribution of Telix’s prostate cancer investigational imaging product, Illuccix in the United Kingdom.</p><p>Square leads the market, climbing 6.3 per cent to $182.25, followed by PolyNovo which is up 4.7 per cent to $1.11, and Charter Hall, which rose 3.9 per cent to $16.36.</p></body></html>","source":"lsy1647818771712","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>ASX Opens 0.5pc Higher, Buoyed by Strong Gains Across the Technology 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\">\nASX Opens 0.5pc Higher, Buoyed by Strong Gains Across the Technology Sector\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-29 07:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.afr.com/markets/equity-markets/asx-to-rise-tesla-surges-on-stock-split-tweet-20220329-p5a8rr><strong>Australian Financial Review</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Australian shares have climbed 0.5 per cent to 7446.2 in the opening minutes of trade, buoyed by strong gains across the technology sector.Uniti Group jumped 1.9 per cent to $4.81 after receiving a ...</p>\n\n<a href=\"https://www.afr.com/markets/equity-markets/asx-to-rise-tesla-surges-on-stock-split-tweet-20220329-p5a8rr\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XAO.AU":"标普/澳交所 普通股指数","XKO.AU":"标普/澳交所 300指数","XJO.AU":"标普/澳交所 200指数"},"source_url":"https://www.afr.com/markets/equity-markets/asx-to-rise-tesla-surges-on-stock-split-tweet-20220329-p5a8rr","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193943879","content_text":"Australian shares have climbed 0.5 per cent to 7446.2 in the opening minutes of trade, buoyed by strong gains across the technology sector.Uniti Group jumped 1.9 per cent to $4.81 after receiving a revised takeover proposal from a consortium comprising HRL Morrison&Co and Brookfield Infrastructure.Crown Resorts firmed 1.1 per cent to $12.74 on news that Blackstone has received FIRB approval for its acquisition of Crown. Telstra edged 0.4 per cent higher to $2.88 after finalising the legal structure for its T22 strategy.Telix Pharmaceuticals rose 3.6 per cent to $4.30 after signing an agreement with Xiel for the distribution of Telix’s prostate cancer investigational imaging product, Illuccix in the United Kingdom.Square leads the market, climbing 6.3 per cent to $182.25, followed by PolyNovo which is up 4.7 per cent to $1.11, and Charter Hall, which rose 3.9 per cent to $16.36.","news_type":1},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010300403,"gmtCreate":1648253419742,"gmtModify":1676534321458,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Yes&nbsp;","listText":"Yes&nbsp;","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9010300403","repostId":"1128446842","repostType":4,"repost":{"id":"1128446842","kind":"news","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":1648221722,"share":"https://ttm.financial/m/news/1128446842?lang=&edition=full_marsco","pubTime":"2022-03-25 23:22","market":"us","language":"en","title":"U.S. Stocks Mixed in Morning Trading, with Nasdaq Index Falling 0.8% and Dow Jones Rising 0.13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1128446842","media":"Tiger Newspress","summary":"U.S. Stocks Mixed in Morning Trading. Nasdaq Index fell 0.8%, Dow Jones rose 0.13% while S&P 500 sta","content":"<html><head></head><body><p>U.S. Stocks Mixed in Morning Trading. Nasdaq Index fell 0.8%, Dow Jones rose 0.13% while S&amp;P 500 stayed almost flat.<img src=\"https://static.tigerbbs.com/3604ea80bab6126fe1b5b250af56a2b1\" tg-width=\"511\" tg-height=\"142\" width=\"100%\" height=\"auto\"/></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>U.S. Stocks Mixed in Morning Trading, with Nasdaq Index Falling 0.8% and Dow Jones Rising 0.13%</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\">\nU.S. Stocks Mixed in Morning Trading, with Nasdaq Index Falling 0.8% and Dow Jones Rising 0.13%\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\">2022-03-25 23:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. Stocks Mixed in Morning Trading. Nasdaq Index fell 0.8%, Dow Jones rose 0.13% while S&amp;P 500 stayed almost flat.<img src=\"https://static.tigerbbs.com/3604ea80bab6126fe1b5b250af56a2b1\" tg-width=\"511\" tg-height=\"142\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128446842","content_text":"U.S. Stocks Mixed in Morning Trading. Nasdaq Index fell 0.8%, Dow Jones rose 0.13% while S&P 500 stayed almost flat.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808178351,"gmtCreate":1627566969773,"gmtModify":1703492527825,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Yes&nbsp;","listText":"Yes&nbsp;","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/808178351","repostId":"2155907677","repostType":4,"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916013395,"gmtCreate":1664486631617,"gmtModify":1676537462136,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916013395","repostId":"1152954810","repostType":4,"repost":{"id":"1152954810","kind":"news","pubTimestamp":1664466614,"share":"https://ttm.financial/m/news/1152954810?lang=&edition=full_marsco","pubTime":"2022-09-29 23:50","market":"us","language":"en","title":"Fed Officials Reinforce Rate-Hike Calls, Say Markets Got Message","url":"https://stock-news.laohu8.com/highlight/detail?id=1152954810","media":"Bloomberg","summary":"Bullard says markets have ‘digested’ message on rate hikesMester says rates are ‘still not even in r","content":"<html><head></head><body><ul><li>Bullard says markets have ‘digested’ message on rate hikes</li><li>Mester says rates are ‘still not even in restricted territory’</li></ul><p>Federal Reserve officials reiterated Thursday that they will keep raising interest rates to restrain high inflation, and that markets are now understanding the message.</p><p>“If you look at the dots, it does look like the committee is expecting a fair amount of additional moves this year,” St. Louis Fed President James Bullard told a virtual emerging-market forum, referring to the bank’s so-called dot plot of projections. “I think that that was digested by markets and does seem to be the right interpretation.”</p><p>Cleveland Fed chief Loretta Mester repeated that officials are resolute in their quest to increase rates to a level seen as restrictive.</p><p>“Real interest rates -- judged by the expectations over the next year of inflation -- have to be in positive territory and held there for a time,” she said earlier in an interview on CNBC. “We’re still not even in restricted territory on the funds rate.”</p><p><img src=\"https://static.tigerbbs.com/972431d8bf1881bb5d4349f65cfcd300\" tg-width=\"698\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/>Fed officials raised interest rates by 75 basis points on Sept. 21 for the third straight meeting, bringing the target for the benchmark federal funds rate to a range of 3% to 3.25%.</p><p>Their quarterly Summary of Economic Projections, or dot plot, shows a median forecast of rates reaching 4.4% by the end of this year, implying a further 1.25 percentage points of tightening over their remaining two meetings in November and December.</p><p>Mester said her forecast is probably a bit above the median path because she sees inflation being persistent, based on her conversations with businesses, community development groups and other sources.</p><p>“In my SEP I have inflation coming down, but we have to bring interest rates up to get that downward shift in inflation,” she said, adding that the US economy has so far been able to handle the higher interest rates.</p><h3>UK Turmoil</h3><p>She drew a distinction between US markets and what is happening in the UK, where the Bank of England announced Wednesday that it would launch unlimited bond buying to address market dysfunction. When the Fed announced its bond purchases in the early months of the pandemic, it did so at a time when it was also lowering rates to support the economy, she said.</p><p>The BOE faces some communication issues because it is lifting rates but needed to purchase assets, which is typically viewed as a method for easing monetary policy, in order to support financial stability, Mester said.</p><p>“It’s a challenging situation for them,” Mester said. “For financial stability reasons and for market functioning reasons they had to go in and buy bonds.”</p><p>“Market functioning is incredibly important because you won’t be able to hit any monetary policy goals if the markets aren’t functioning,” she said. “That’s different than worrying about volatility in the markets.” Mester said that so far, there had been no sign of dysfunction in US financial markets.</p></body></html>","source":"lsy1584095487587","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>Fed Officials Reinforce Rate-Hike Calls, Say Markets Got Message</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\">\nFed Officials Reinforce Rate-Hike Calls, Say Markets Got Message\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-29 23:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-09-29/fed-s-bullard-says-markets-have-gotten-the-message-on-rate-hikes><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bullard says markets have ‘digested’ message on rate hikesMester says rates are ‘still not even in restricted territory’Federal Reserve officials reiterated Thursday that they will keep raising ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-29/fed-s-bullard-says-markets-have-gotten-the-message-on-rate-hikes\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-09-29/fed-s-bullard-says-markets-have-gotten-the-message-on-rate-hikes","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152954810","content_text":"Bullard says markets have ‘digested’ message on rate hikesMester says rates are ‘still not even in restricted territory’Federal Reserve officials reiterated Thursday that they will keep raising interest rates to restrain high inflation, and that markets are now understanding the message.“If you look at the dots, it does look like the committee is expecting a fair amount of additional moves this year,” St. Louis Fed President James Bullard told a virtual emerging-market forum, referring to the bank’s so-called dot plot of projections. “I think that that was digested by markets and does seem to be the right interpretation.”Cleveland Fed chief Loretta Mester repeated that officials are resolute in their quest to increase rates to a level seen as restrictive.“Real interest rates -- judged by the expectations over the next year of inflation -- have to be in positive territory and held there for a time,” she said earlier in an interview on CNBC. “We’re still not even in restricted territory on the funds rate.”Fed officials raised interest rates by 75 basis points on Sept. 21 for the third straight meeting, bringing the target for the benchmark federal funds rate to a range of 3% to 3.25%.Their quarterly Summary of Economic Projections, or dot plot, shows a median forecast of rates reaching 4.4% by the end of this year, implying a further 1.25 percentage points of tightening over their remaining two meetings in November and December.Mester said her forecast is probably a bit above the median path because she sees inflation being persistent, based on her conversations with businesses, community development groups and other sources.“In my SEP I have inflation coming down, but we have to bring interest rates up to get that downward shift in inflation,” she said, adding that the US economy has so far been able to handle the higher interest rates.UK TurmoilShe drew a distinction between US markets and what is happening in the UK, where the Bank of England announced Wednesday that it would launch unlimited bond buying to address market dysfunction. When the Fed announced its bond purchases in the early months of the pandemic, it did so at a time when it was also lowering rates to support the economy, she said.The BOE faces some communication issues because it is lifting rates but needed to purchase assets, which is typically viewed as a method for easing monetary policy, in order to support financial stability, Mester said.“It’s a challenging situation for them,” Mester said. “For financial stability reasons and for market functioning reasons they had to go in and buy bonds.”“Market functioning is incredibly important because you won’t be able to hit any monetary policy goals if the markets aren’t functioning,” she said. “That’s different than worrying about volatility in the markets.” Mester said that so far, there had been no sign of dysfunction in US financial markets.","news_type":1},"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060981287,"gmtCreate":1651097126164,"gmtModify":1676534846775,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9060981287","repostId":"1112905472","repostType":4,"repost":{"id":"1112905472","kind":"news","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":1651069859,"share":"https://ttm.financial/m/news/1112905472?lang=&edition=full_marsco","pubTime":"2022-04-27 22:30","market":"us","language":"en","title":"Semiconductor Stocks Slid Again","url":"https://stock-news.laohu8.com/highlight/detail?id=1112905472","media":"Tiger Newspress","summary":"Semiconductor stocks slid again. Nvidia, TSMC and ASML fell more than 2%.","content":"<html><head></head><body><p>Semiconductor stocks slid again. Nvidia, TSMC and ASML fell more than 2%.</p><p><img src=\"https://static.tigerbbs.com/db455215bf23da23fa2478f3d2a0147d\" tg-width=\"420\" tg-height=\"716\" width=\"100%\" height=\"auto\"/></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>Semiconductor Stocks Slid Again</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\">\nSemiconductor Stocks Slid Again\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\">2022-04-27 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor stocks slid again. Nvidia, TSMC and ASML fell more than 2%.</p><p><img src=\"https://static.tigerbbs.com/db455215bf23da23fa2478f3d2a0147d\" tg-width=\"420\" tg-height=\"716\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","ASML":"阿斯麦","TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112905472","content_text":"Semiconductor stocks slid again. Nvidia, TSMC and ASML fell more than 2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015128351,"gmtCreate":1649456930807,"gmtModify":1676534513521,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015128351","repostId":"1122952348","repostType":4,"repost":{"id":"1122952348","kind":"news","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":1649424960,"share":"https://ttm.financial/m/news/1122952348?lang=&edition=full_marsco","pubTime":"2022-04-08 21:36","market":"us","language":"en","title":"EV Stocks Fell in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1122952348","media":"Tiger Newspress","summary":"Sono Group, $Arrival(ARVL)$, Rivian, Tesla, Faraday Future, Xpeng and Lucid slid between 1% and 5%.","content":"<html><head></head><body><p>Sono Group, <a href=\"https://laohu8.com/S/ARVL\">Arrival</a>, Rivian, Tesla, Faraday Future, Xpeng and Lucid slid between 1% and 5%.<img src=\"https://static.tigerbbs.com/1f88cae7370429fd75f16977d74746e2\" tg-width=\"406\" tg-height=\"524\" referrerpolicy=\"no-referrer\"/></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>EV Stocks Fell in Morning Trading</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\">\nEV Stocks Fell in Morning Trading\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\">2022-04-08 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sono Group, <a href=\"https://laohu8.com/S/ARVL\">Arrival</a>, Rivian, Tesla, Faraday Future, Xpeng and Lucid slid between 1% and 5%.<img src=\"https://static.tigerbbs.com/1f88cae7370429fd75f16977d74746e2\" tg-width=\"406\" tg-height=\"524\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122952348","content_text":"Sono Group, Arrival, Rivian, Tesla, Faraday Future, Xpeng and Lucid slid between 1% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018051584,"gmtCreate":1648950935023,"gmtModify":1676534426456,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9018051584","repostId":"2224324017","repostType":4,"repost":{"id":"2224324017","kind":"highlight","pubTimestamp":1648947540,"share":"https://ttm.financial/m/news/2224324017?lang=&edition=full_marsco","pubTime":"2022-04-03 08:59","market":"us","language":"en","title":"Is Now the Time to Go All-In on the Stock Market?","url":"https://stock-news.laohu8.com/highlight/detail?id=2224324017","media":"Motley Fool","summary":"The sell-off has led to a slew of buying opportunities in top growth stocks.","content":"<html><head></head><body><p>The stock market has staged an epic rally in the last week or so. After briefly being down over 20% year to date (YTD), the <b>Nasdaq Composite</b> is now down less than 10% YTD. Similarly, the <b>S&amp;P</b> <b>500</b> and the <b>Dow Jones Industrial Average</b> are both down less than 5% YTD and are officially out of correction territory.</p><p>With the market processing rising interest rates, the prospect of lower inflation, and improving geopolitical risks, is now the time to go all-in on the stock market? Or is there a better alternative?</p><h2>Be greedy when others are fearful</h2><p>Warren Buffett, the CEO of <b>Berkshire Hathaway</b> ( BRK.A, BRK.B), is known for his long-term track record of beating the stock market. But he&#39;s also known for one of the most famous quotes in investing, which is &#34;to be fearful when others are greedy and greedy when others are fearful.&#34; It&#39;s a strategy that tends to keep investors out of trouble, both in recognizing when a stock is overvalued and pouncing on buying opportunities.</p><p>In the past four years, there have been three major sell-offs. In late 2018, a brief bear market happened almost entirely in the last three months of the year. But it proved to be an amazing buying opportunity, as the S&amp;P 500 proceeded to produce big gains in 2019.</p><p>The next big sell-off was the spring 2020 COVID-19-induced crash, which also proved to be a buying opportunity that led to massive gains during the rest of that year and through most of 2021. The third sell-off is the one we are still in now. And if history continues to repeat itself, it too will probably prove to be a fantastic long-term buying opportunity.</p><h2>Expect the unexpected</h2><p>You may be asking yourself: If now is a good time to buy, why not just go all-in on the U.S. stock market? Well, that&#39;s a bad idea for a number of reasons.</p><p>For starters, it&#39;s important to have an emergency fund in case unexpected medical expenses or unforeseen crises emerge. Although the stock market has been a great vehicle for fueling wealth creation over time, no one knows how it could perform in the short term. The market has staged an epic rebound, but it could give up all of those gains for a number of reasons, such as more aggressive monetary policy, a worsening geopolitical situation, or an infinite number of unknowns.</p><p>Going hard into the stock market without reserve dry powder leaves you overly exposed to short-term volatility. By putting money to work in the stock market that you don&#39;t need anytime soon, you can take the pressure off of short-term gyrations and keep a level head in case the market sell-off resumes.</p><h2>A better approach</h2><p>Yes, it sounds boring. But the best approach to investing is to simply dollar-cost average a portion of your income into stocks over time. That&#39;s the classic advice, anyway. Of course, an investor can operate with a little more wiggle room by keeping a set amount of cash on the sidelines that they only wait to deploy if there&#39;s a truly juicy buying opportunity. In that scenario, it would make sense to begin considering some of the many stocks that are on sale now.</p><p>Selectively buying great companies that go on sale is a worthwhile strategy to pair with dollar-cost averaging. In this vein, an investor can harness a sort of hybrid passive/active approach that leaves room for discipline and creativity.</p><h2>Navigating volatility</h2><p>Even if the market doesn&#39;t retest its lows and keeps surging in 2022, it is likely to suffer more corrections and bear markets in the years to come. Timing the market is difficult, and short-term price movements can be random, confusing, and grounded in nothing that has to do with the fundamental business.</p><p>Understanding that the market can do crazy, unpredictable things can help keep emotions in check during a stock market sell-off, as well as quell the urge to go all-in, even when it may be tempting to do so.</p></body></html>","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>Is Now the Time to Go All-In on the Stock Market?</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\">\nIs Now the Time to Go All-In on the Stock Market?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-03 08:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/02/is-now-the-time-to-go-all-in-on-the-stock-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has staged an epic rally in the last week or so. After briefly being down over 20% year to date (YTD), the Nasdaq Composite is now down less than 10% YTD. Similarly, the S&P 500 and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/02/is-now-the-time-to-go-all-in-on-the-stock-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.fool.com/investing/2022/04/02/is-now-the-time-to-go-all-in-on-the-stock-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224324017","content_text":"The stock market has staged an epic rally in the last week or so. After briefly being down over 20% year to date (YTD), the Nasdaq Composite is now down less than 10% YTD. Similarly, the S&P 500 and the Dow Jones Industrial Average are both down less than 5% YTD and are officially out of correction territory.With the market processing rising interest rates, the prospect of lower inflation, and improving geopolitical risks, is now the time to go all-in on the stock market? Or is there a better alternative?Be greedy when others are fearfulWarren Buffett, the CEO of Berkshire Hathaway ( BRK.A, BRK.B), is known for his long-term track record of beating the stock market. But he's also known for one of the most famous quotes in investing, which is \"to be fearful when others are greedy and greedy when others are fearful.\" It's a strategy that tends to keep investors out of trouble, both in recognizing when a stock is overvalued and pouncing on buying opportunities.In the past four years, there have been three major sell-offs. In late 2018, a brief bear market happened almost entirely in the last three months of the year. But it proved to be an amazing buying opportunity, as the S&P 500 proceeded to produce big gains in 2019.The next big sell-off was the spring 2020 COVID-19-induced crash, which also proved to be a buying opportunity that led to massive gains during the rest of that year and through most of 2021. The third sell-off is the one we are still in now. And if history continues to repeat itself, it too will probably prove to be a fantastic long-term buying opportunity.Expect the unexpectedYou may be asking yourself: If now is a good time to buy, why not just go all-in on the U.S. stock market? Well, that's a bad idea for a number of reasons.For starters, it's important to have an emergency fund in case unexpected medical expenses or unforeseen crises emerge. Although the stock market has been a great vehicle for fueling wealth creation over time, no one knows how it could perform in the short term. The market has staged an epic rebound, but it could give up all of those gains for a number of reasons, such as more aggressive monetary policy, a worsening geopolitical situation, or an infinite number of unknowns.Going hard into the stock market without reserve dry powder leaves you overly exposed to short-term volatility. By putting money to work in the stock market that you don't need anytime soon, you can take the pressure off of short-term gyrations and keep a level head in case the market sell-off resumes.A better approachYes, it sounds boring. But the best approach to investing is to simply dollar-cost average a portion of your income into stocks over time. That's the classic advice, anyway. Of course, an investor can operate with a little more wiggle room by keeping a set amount of cash on the sidelines that they only wait to deploy if there's a truly juicy buying opportunity. In that scenario, it would make sense to begin considering some of the many stocks that are on sale now.Selectively buying great companies that go on sale is a worthwhile strategy to pair with dollar-cost averaging. In this vein, an investor can harness a sort of hybrid passive/active approach that leaves room for discipline and creativity.Navigating volatilityEven if the market doesn't retest its lows and keeps surging in 2022, it is likely to suffer more corrections and bear markets in the years to come. Timing the market is difficult, and short-term price movements can be random, confusing, and grounded in nothing that has to do with the fundamental business.Understanding that the market can do crazy, unpredictable things can help keep emotions in check during a stock market sell-off, as well as quell the urge to go all-in, even when it may be tempting to do so.","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013557929,"gmtCreate":1648764978520,"gmtModify":1676534391627,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Yes&nbsp;","listText":"Yes&nbsp;","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9013557929","repostId":"1133782424","repostType":4,"repost":{"id":"1133782424","kind":"news","pubTimestamp":1648732037,"share":"https://ttm.financial/m/news/1133782424?lang=&edition=full_marsco","pubTime":"2022-03-31 21:07","market":"us","language":"en","title":"How Are Tesla Shares on Fire Again","url":"https://stock-news.laohu8.com/highlight/detail?id=1133782424","media":"CNN Business","summary":"New York (CNN Business)-Tesla shares have been on a tear in recent weeks as Elon Musk marked the company'sfirst deliveries from its new Berlin factory, easing investors' fears about whether the EV mak","content":"<html><head></head><body><p><b>New York (CNN Business) -</b> Tesla shares have been on a tear in recent weeks as Elon Musk marked the company&#39;s first deliveries from its new Berlin factory, easing investors&#39; fears about whether the EV maker would receive the necessary approvals from the German government.</p><p>&#34;I&#39;d say 30% of investors we talked to over the last six months thought Berlin was never going to open because of the red tape and bureaucracy,&#34; said Dan Ives, tech analyst at Wedbush Securities. &#34;Many investors were fearing [Tesla] would never have a beachhead in Europe and it would just be an empty factory.&#34;</p><p>The Berlin plant hosted a ceremony March 22 to mark its first deliveries as the rally in Tesla&#39;s share price was well underway.</p><p>A similar event is planned next week at Tesla&#39;sother new plant near Austin, Texas, which has already started deliveries. The two factories double the number of automotive assembly plants the company operates, joining its original plant in Fremont, California and its second factory in Shanghai.</p><p>The rally has taken Tesla (TSLA) shares from bear market territory to raging bull. On March 14 shares of the company closed at $766.37, down 36% from the high for the year, which was hit on January 3, the first trading day of 2022.</p><p>But in less than three weeks, shares have shot up, recoupingmost of the losses from the first 10 weeks of the year. Althoughshares closed narrowly lower Wednesday, they posted gains in 10 of 12 trading days since hitting that low, gaining 43% in that short stretch alone.</p><p>The rally has prompted Tesla to announce that it will ask its shareholders to approve a second stock split. Shares have more than doubled since the company&#39;s initial split, in August 2020.</p><p>Tesla has managed to buck an unfortunate industry trend, in which overall production has been markedly slowed by a shortage of computer chips and other parts.</p><p>Tesla is due to report first quarter sales in the coming days. (The company doesn&#39;t announce ahead of time the exact day it will do so.) The consensus is that global sales will come in near the 308,000 cars it sold in the fourth quarter. That would mark a 67% jump from the first quarter of 2021.</p><p>That would also be in stark contrast to the overall auto industry. US new car sales are forecast to fall about 15% from a year ago, according to both Edmunds and Cox Automotive, because of limited inventories and record high car prices.</p><p>Now that it has two new factories up and running, Tesla sales are forecast to grow even more through the rest of this year. Ives said by the end of December, Tesla should have an annual run rate of nearly 2 million cars, although the full-year total for 2022 won&#39;t hit that target. Tesla sold 936,000 cars in 2021, and fourth quarter sales pushed its year-end run rate to about 1.2 million vehicles.</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>How Are Tesla Shares on Fire Again</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\">\nHow Are Tesla Shares on Fire Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-31 21:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2022/03/30/investing/tesla-stock-rally/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business) - Tesla shares have been on a tear in recent weeks as Elon Musk marked the company's first deliveries from its new Berlin factory, easing investors' fears about whether the EV ...</p>\n\n<a href=\"https://edition.cnn.com/2022/03/30/investing/tesla-stock-rally/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://edition.cnn.com/2022/03/30/investing/tesla-stock-rally/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133782424","content_text":"New York (CNN Business) - Tesla shares have been on a tear in recent weeks as Elon Musk marked the company's first deliveries from its new Berlin factory, easing investors' fears about whether the EV maker would receive the necessary approvals from the German government.\"I'd say 30% of investors we talked to over the last six months thought Berlin was never going to open because of the red tape and bureaucracy,\" said Dan Ives, tech analyst at Wedbush Securities. \"Many investors were fearing [Tesla] would never have a beachhead in Europe and it would just be an empty factory.\"The Berlin plant hosted a ceremony March 22 to mark its first deliveries as the rally in Tesla's share price was well underway.A similar event is planned next week at Tesla'sother new plant near Austin, Texas, which has already started deliveries. The two factories double the number of automotive assembly plants the company operates, joining its original plant in Fremont, California and its second factory in Shanghai.The rally has taken Tesla (TSLA) shares from bear market territory to raging bull. On March 14 shares of the company closed at $766.37, down 36% from the high for the year, which was hit on January 3, the first trading day of 2022.But in less than three weeks, shares have shot up, recoupingmost of the losses from the first 10 weeks of the year. Althoughshares closed narrowly lower Wednesday, they posted gains in 10 of 12 trading days since hitting that low, gaining 43% in that short stretch alone.The rally has prompted Tesla to announce that it will ask its shareholders to approve a second stock split. Shares have more than doubled since the company's initial split, in August 2020.Tesla has managed to buck an unfortunate industry trend, in which overall production has been markedly slowed by a shortage of computer chips and other parts.Tesla is due to report first quarter sales in the coming days. (The company doesn't announce ahead of time the exact day it will do so.) The consensus is that global sales will come in near the 308,000 cars it sold in the fourth quarter. That would mark a 67% jump from the first quarter of 2021.That would also be in stark contrast to the overall auto industry. US new car sales are forecast to fall about 15% from a year ago, according to both Edmunds and Cox Automotive, because of limited inventories and record high car prices.Now that it has two new factories up and running, Tesla sales are forecast to grow even more through the rest of this year. Ives said by the end of December, Tesla should have an annual run rate of nearly 2 million cars, although the full-year total for 2022 won't hit that target. Tesla sold 936,000 cars in 2021, and fourth quarter sales pushed its year-end run rate to about 1.2 million vehicles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808147603,"gmtCreate":1627566839302,"gmtModify":1703492520541,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/808147603","repostId":"2155003319","repostType":4,"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178212697,"gmtCreate":1626823374719,"gmtModify":1703765733943,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/178212697","repostId":"1102026643","repostType":4,"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152297279,"gmtCreate":1625294260891,"gmtModify":1703740146554,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Latest&nbsp;","listText":"Latest&nbsp;","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152297279","repostId":"1130764181","repostType":4,"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058378711,"gmtCreate":1654809896433,"gmtModify":1676535512299,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9058378711","repostId":"1183566224","repostType":4,"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069795098,"gmtCreate":1651362234761,"gmtModify":1676534893562,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9069795098","repostId":"1190110506","repostType":4,"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014701474,"gmtCreate":1649717129130,"gmtModify":1676534554479,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9014701474","repostId":"2226683093","repostType":4,"repost":{"id":"2226683093","kind":"highlight","pubTimestamp":1649691304,"share":"https://ttm.financial/m/news/2226683093?lang=&edition=full_marsco","pubTime":"2022-04-11 23:35","market":"us","language":"en","title":"3 of the Smartest Stocks to Buy in a Fed-Induced Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2226683093","media":"Motley Fool","summary":"A tumbling stock market is the ideal time to put your money to work in these rock-solid companies.","content":"<html><head></head><body><p>A little over a year ago, things couldn&#39;t have been better for Wall Street. The major U.S. indexes were a year removed from their pandemic bottom and had delivered <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the strongest bounces from a bear-market in history. What&#39;s more, there was abundant access to cheap capital and the Federal Reserve was intent on maintaining its dovish monetary stance.</p><p>But over the past 12 months, the wheels fell off the wagon in dramatic fashion -- and the nation&#39;s central bank may be to blame.</p><p>While no one ever said overseeing monetary policy for the largest economy in the world would be easy, in hindsight the Fed left its foot on the accelerator for far too long. A combination of historically low lending rates and ongoing quantitative easing measures designed to drive down long-term bond yields has played a big role in sending the U.S. inflation rate to a four-decade high. In fact, a good argument can be made that the growth-focused <b>Nasdaq Composite</b>&#39;s brief tumble into bear market territory was primarily Fed-induced.</p><p>Although big drops in the market can be scary at times -- especially when they&#39;re caused by the Fed shifting course -- they&#39;re historically the best time to put your money to work. That&#39;s because all notable declines are eventually erased by a bull market rally.</p><p>Below are three of the smartest stocks investors can buy in a Fed-driven bear market.</p><h2><a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a></h2><p>The first stock investors would be wise to buy in a Fed-induced bear market is conglomerate <b>Berkshire Hathaway</b> ( BRK.A )( BRK.B).</p><p>Berkshire may not be a household name, but its CEO, billionaire Warren Buffett, probably is. Since taking over as CEO of the company in 1965, Buffett has overseen more than $760 billion in valuation creation for shareholders (himself included), and he&#39;s led Berkshire&#39;s Class A shares (BRK.A) to an average annual gain of just over 20%. In aggregate, we&#39;re talking about an increase of 4,210,069%, as of April 7.</p><p>One of Buffett&#39;s not-so-subtle secrets to success is that he&#39;s packed Berkshire Hathaway&#39;s portfolio with cyclical companies. These are businesses that thrive when the economy is firing on all cylinders and struggle a bit when recessions strike. Instead of trying to time these inevitable downturns, Buffett has positioned Berkshire Hathaway and its investment portfolio to take advantage of long-winded expansions. After all, economic expansions last considerably longer than recessions.</p><p>Something else to consider is that a sizable percentage of Berkshire Hathaway&#39;s owned and invested assets are in the financial sector. The Fed has made clear that it intends to reduce its balance sheet (i.e., sell Treasury bonds) and raise interest rates. Higher lending rates will be a boon for bank stocks that have variable-rate outstanding loans, and it&#39;ll also allow insurance companies to generate more interest income on their float (i.e., their unused premium). In short, Berkshire Hathaway is well-positioned to navigate a rising-rate environment.</p><p>Berkshire Hathaway&#39;s success is also a function of Buffett&#39;s love for dividend stocks. Companies that pay a dividend are often profitable, time-tested, and have transparent long-term outlooks. This year, Berkshire should collect in excess of $5 billion in dividend income, with north of $4 billion coming from just a half-dozen holdings.</p><p>Long story short, riding Buffett&#39;s coattails has long been a moneymaking investment strategy.</p><p><img src=\"https://static.tigerbbs.com/258390c72eb8866a0650f6b06661fd51\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings</a></h2><p>Just because the stock market is falling and the Fed is scrambling to control historically high inflation, it doesn&#39;t mean growth stocks are off-limits for patient investors. A perfect example of a fast-paced company that&#39;s a smart buy is cybersecurity stock <b>CrowdStrike Holdings</b> (CRWD).</p><p>Since the pandemic began more than two years ago, businesses have accelerated the pace at which they&#39;ve moved data online and into the cloud. Given that hackers and robots don&#39;t take time off just because Wall Street had a bad day, the onus of protecting this data is increasingly falling onto third-party providers like CrowdStrike. Put another way, cybersecurity has evolved from an optional to essential service over the past two-plus decades.</p><p>While the cybersecurity industry should be home to a number of winners, CrowdStrike really stands out for its cloud-native Falcon security platform. Falcon oversees approximately 1 trillion events <i>per day</i> and relies on artificial intelligence to grow more efficient at recognizing and responding to potential end-user threats. CrowdStrike isn&#39;t the cheapest solution in cybersecurity, but its gross retention rate of 98% suggests it&#39;s one of the best.</p><p>Additional proof of Falcon&#39;s success can be seen in CrowdStrike&#39;s subscriber figures and organic growth rate. Over the past five years, the company&#39;s subscriber count has grown by an annual average of 105%. What&#39;s more, CrowdStrike has reported 16 consecutive quarters with a dollar-based retention rate of at least 120%.  This is a fancy way of saying that existing clients spent at least 20% more on a year-over-year basis for four consecutive years (16 quarters).</p><p>As the premier name in cybersecurity, any significant pullback in a Fed-driven bear market should be viewed as a buying opportunity.</p><p><img src=\"https://static.tigerbbs.com/b13f98298635a74f4491a99bf47eeded\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a></h2><p>A third exceptionally smart stock to buy during a Fed-induced bear market is pharmacy chain <b>Walgreens Boots Alliance</b> (WBA).</p><p>Generally, healthcare stocks are nearly impervious to wild vacillations in the stock market and, to some extent, the U.S. economy. Because we can&#39;t control when we get sick, there&#39;s always demand for prescription drugs, medical devices, and healthcare services.</p><p>However, Walgreens proved to be a bit of an exception to this rule during the initial stages of the COVID-19 pandemic. Since pharmacy chains are reliant on foot traffic into their stores, the pandemic put a hurting on Walgreens and its peers for a couple of quarters. With the worst of the pandemic likely in the rearview mirror, Walgreens looks poised to shine no matter what the nation&#39;s central bank does on the interest rate front.</p><p>What makes Walgreens Boots Alliance such an attractive investment is the company&#39;s multipoint strategy to lift its margins and organic growth rate. As an example, Walgreens has slashed more than $2 billion in annual operating expenses a full year ahead of schedule. At the same time, it&#39;s spent aggressively on digitization initiatives that&#39;ll promote direct-to-consumer sales. Even though its brick-and-mortar locations will remain its primary revenue driver, the convenience of online sales should have no trouble boosting the company&#39;s organic growth rate.</p><p>Speaking of organic growth, Walgreens has also partnered with and invested in VillageMD. The two have opened more than 100 full-service clinics nationwide, as of Feb. 28, 2022, with the goal of reaching at least 600 clinics in more than 30 U.S. markets by the end of 2025.  The key here is that these are full-service, physician-staffed clinics, and can therefore handle much more than administering a vaccine. The ability to court repeat clients and funnel those patients to Walgreens&#39; pharmacy should help improve brand loyalty and the company&#39;s bottom line.</p><p>With Walgreens valued at just 9 times Wall Street&#39;s forecast earnings for fiscal 2022 (ended Aug. 31, 2022), now is the perfect time to pounce.</p></body></html>","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 of the Smartest Stocks to Buy in a Fed-Induced Bear Market</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 of the Smartest Stocks to Buy in a Fed-Induced Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-11 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/11/3-smartest-stocks-buy-in-a-fed-induced-bear-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A little over a year ago, things couldn't have been better for Wall Street. The major U.S. indexes were a year removed from their pandemic bottom and had delivered one of the strongest bounces from a ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/11/3-smartest-stocks-buy-in-a-fed-induced-bear-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","WBA":"沃尔格林联合博姿","BRK.A":"伯克希尔","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.fool.com/investing/2022/04/11/3-smartest-stocks-buy-in-a-fed-induced-bear-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226683093","content_text":"A little over a year ago, things couldn't have been better for Wall Street. The major U.S. indexes were a year removed from their pandemic bottom and had delivered one of the strongest bounces from a bear-market in history. What's more, there was abundant access to cheap capital and the Federal Reserve was intent on maintaining its dovish monetary stance.But over the past 12 months, the wheels fell off the wagon in dramatic fashion -- and the nation's central bank may be to blame.While no one ever said overseeing monetary policy for the largest economy in the world would be easy, in hindsight the Fed left its foot on the accelerator for far too long. A combination of historically low lending rates and ongoing quantitative easing measures designed to drive down long-term bond yields has played a big role in sending the U.S. inflation rate to a four-decade high. In fact, a good argument can be made that the growth-focused Nasdaq Composite's brief tumble into bear market territory was primarily Fed-induced.Although big drops in the market can be scary at times -- especially when they're caused by the Fed shifting course -- they're historically the best time to put your money to work. That's because all notable declines are eventually erased by a bull market rally.Below are three of the smartest stocks investors can buy in a Fed-driven bear market.Berkshire HathawayThe first stock investors would be wise to buy in a Fed-induced bear market is conglomerate Berkshire Hathaway ( BRK.A )( BRK.B).Berkshire may not be a household name, but its CEO, billionaire Warren Buffett, probably is. Since taking over as CEO of the company in 1965, Buffett has overseen more than $760 billion in valuation creation for shareholders (himself included), and he's led Berkshire's Class A shares (BRK.A) to an average annual gain of just over 20%. In aggregate, we're talking about an increase of 4,210,069%, as of April 7.One of Buffett's not-so-subtle secrets to success is that he's packed Berkshire Hathaway's portfolio with cyclical companies. These are businesses that thrive when the economy is firing on all cylinders and struggle a bit when recessions strike. Instead of trying to time these inevitable downturns, Buffett has positioned Berkshire Hathaway and its investment portfolio to take advantage of long-winded expansions. After all, economic expansions last considerably longer than recessions.Something else to consider is that a sizable percentage of Berkshire Hathaway's owned and invested assets are in the financial sector. The Fed has made clear that it intends to reduce its balance sheet (i.e., sell Treasury bonds) and raise interest rates. Higher lending rates will be a boon for bank stocks that have variable-rate outstanding loans, and it'll also allow insurance companies to generate more interest income on their float (i.e., their unused premium). In short, Berkshire Hathaway is well-positioned to navigate a rising-rate environment.Berkshire Hathaway's success is also a function of Buffett's love for dividend stocks. Companies that pay a dividend are often profitable, time-tested, and have transparent long-term outlooks. This year, Berkshire should collect in excess of $5 billion in dividend income, with north of $4 billion coming from just a half-dozen holdings.Long story short, riding Buffett's coattails has long been a moneymaking investment strategy.Image source: Getty Images.CrowdStrike HoldingsJust because the stock market is falling and the Fed is scrambling to control historically high inflation, it doesn't mean growth stocks are off-limits for patient investors. A perfect example of a fast-paced company that's a smart buy is cybersecurity stock CrowdStrike Holdings (CRWD).Since the pandemic began more than two years ago, businesses have accelerated the pace at which they've moved data online and into the cloud. Given that hackers and robots don't take time off just because Wall Street had a bad day, the onus of protecting this data is increasingly falling onto third-party providers like CrowdStrike. Put another way, cybersecurity has evolved from an optional to essential service over the past two-plus decades.While the cybersecurity industry should be home to a number of winners, CrowdStrike really stands out for its cloud-native Falcon security platform. Falcon oversees approximately 1 trillion events per day and relies on artificial intelligence to grow more efficient at recognizing and responding to potential end-user threats. CrowdStrike isn't the cheapest solution in cybersecurity, but its gross retention rate of 98% suggests it's one of the best.Additional proof of Falcon's success can be seen in CrowdStrike's subscriber figures and organic growth rate. Over the past five years, the company's subscriber count has grown by an annual average of 105%. What's more, CrowdStrike has reported 16 consecutive quarters with a dollar-based retention rate of at least 120%.  This is a fancy way of saying that existing clients spent at least 20% more on a year-over-year basis for four consecutive years (16 quarters).As the premier name in cybersecurity, any significant pullback in a Fed-driven bear market should be viewed as a buying opportunity.Image source: Getty Images.Walgreens Boots AllianceA third exceptionally smart stock to buy during a Fed-induced bear market is pharmacy chain Walgreens Boots Alliance (WBA).Generally, healthcare stocks are nearly impervious to wild vacillations in the stock market and, to some extent, the U.S. economy. Because we can't control when we get sick, there's always demand for prescription drugs, medical devices, and healthcare services.However, Walgreens proved to be a bit of an exception to this rule during the initial stages of the COVID-19 pandemic. Since pharmacy chains are reliant on foot traffic into their stores, the pandemic put a hurting on Walgreens and its peers for a couple of quarters. With the worst of the pandemic likely in the rearview mirror, Walgreens looks poised to shine no matter what the nation's central bank does on the interest rate front.What makes Walgreens Boots Alliance such an attractive investment is the company's multipoint strategy to lift its margins and organic growth rate. As an example, Walgreens has slashed more than $2 billion in annual operating expenses a full year ahead of schedule. At the same time, it's spent aggressively on digitization initiatives that'll promote direct-to-consumer sales. Even though its brick-and-mortar locations will remain its primary revenue driver, the convenience of online sales should have no trouble boosting the company's organic growth rate.Speaking of organic growth, Walgreens has also partnered with and invested in VillageMD. The two have opened more than 100 full-service clinics nationwide, as of Feb. 28, 2022, with the goal of reaching at least 600 clinics in more than 30 U.S. markets by the end of 2025.  The key here is that these are full-service, physician-staffed clinics, and can therefore handle much more than administering a vaccine. The ability to court repeat clients and funnel those patients to Walgreens' pharmacy should help improve brand loyalty and the company's bottom line.With Walgreens valued at just 9 times Wall Street's forecast earnings for fiscal 2022 (ended Aug. 31, 2022), now is the perfect time to pounce.","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019200232,"gmtCreate":1648598912095,"gmtModify":1676534360438,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Yes&nbsp;","listText":"Yes&nbsp;","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9019200232","repostId":"1148772300","repostType":4,"repost":{"id":"1148772300","kind":"news","pubTimestamp":1648598431,"share":"https://ttm.financial/m/news/1148772300?lang=&edition=full_marsco","pubTime":"2022-03-30 08:00","market":"sg","language":"en","title":"Win Streak Predicted To Continue For Singapore Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1148772300","media":"RTTNews","summary":"The Singapore stock market has moved higher in five straight sessions, improving more than 85 points","content":"<html><head></head><body><p>The Singapore stock market has moved higher in five straight sessions, improving more than 85 points or 2.5 percent along the way. The Straits Times Index now sits just beneath the 3,435-point plateau and it&#39;s poised to extend its gains on Wednesday.</p><p>The global forecast for the Asian markets is broadly positive on hopes for a cease fire between Russia and Ukraine. The European and U.S. markets were up and the Asian bourses figure to follow that lead.</p><p>The STI finished barely higher on Tuesday as gains from the trusts were offset by weakness from the financials and properties.</p><p>For the day, the index picked up 1.91 points or 0.06 percent to finish at 3,433.90 after trading between 3,413.35 and 3,456.09. Volume was 1.72 billion shares worth 1.4 billion Singapore dollars. There were 254 gainers and 202 decliners.</p><p>Among the actives, Ascendas REIT rallied 0.68 percent, while CapitaLand Integrated Commercial Trust collected 0.45 percent, City Developments added 0.38 percent, Comfort DelGro soared 1.35 percent, Dairy Farm International skyrocketed 5.70 percent, DBS Group shed 0.53 percent, Genting Singapore dropped 0.60 percent, Hongkong Land lost 0.20 percent, Keppel Corp and Singapore Exchange both rose 0.31 percent, Mapletree Commercial Trust advanced 0.52 percent, Mapletree Logistics Trust climbed 0.54 percent, Oversea-Chinese Banking Corporation dipped 0.16 percent, SATS tumbled 0.91 percent, SembCorp Industries gained 0.37 percent, Singapore Technologies Engineering slumped 0.48 percent, SingTel fell 0.38 percent, Thai Beverage jumped 0.71 percent, United Overseas Bank sank 0.68 percent, Wilmar International dropped 0.82 percent, Yangzijiang Shipbuilding surged 2.01 percent and Singapore Press Holdings and Singapore Airlines were unchanged.</p><p>The lead from Wall Street is solid as the major averages opened firmly higher on Tuesday and stayed that way throughout the session.</p><p>The Dow surged 338.30 points or 0.97 percent to finish at 35,294.19, while the NASDAQ soared 264.73 points or 1.84 percent to end at 14,619.64 and the S&amp;P 500 climbed 56.08 points or 1.23 percent to close at 4,631.08.</p><p>Reports about encouraging progress in a cease-fire talks between Russia and Ukraine in Turkey helped lift investor sentiment on Wall Street.</p><p>In economic news, the Labor Department said the number of job openings in the United States was little changed in February, while the S&amp;P CoreLogic Case-Shiller 20-city home price index rose 19.1 percent in January. And the Conference Board showed an unexpected improvement in U.S. consumer confidence in March.</p><p>Crude oil prices dropped on Tuesday amid easing worries about global crude supply after positive reports of the peace talks. West Texas Intermediate crude futures for May ended down by $1.72 or 1.6 percent at $104.24 a barrel.</p></body></html>","source":"lsy1626938412129","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>Win Streak Predicted To Continue For Singapore Stock Market</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\">\nWin Streak Predicted To Continue For Singapore Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-30 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3272644/win-streak-predicted-to-continue-for-singapore-stock-market.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has moved higher in five straight sessions, improving more than 85 points or 2.5 percent along the way. The Straits Times Index now sits just beneath the 3,435-point plateau...</p>\n\n<a href=\"https://www.rttnews.com/3272644/win-streak-predicted-to-continue-for-singapore-stock-market.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3272644/win-streak-predicted-to-continue-for-singapore-stock-market.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148772300","content_text":"The Singapore stock market has moved higher in five straight sessions, improving more than 85 points or 2.5 percent along the way. The Straits Times Index now sits just beneath the 3,435-point plateau and it's poised to extend its gains on Wednesday.The global forecast for the Asian markets is broadly positive on hopes for a cease fire between Russia and Ukraine. The European and U.S. markets were up and the Asian bourses figure to follow that lead.The STI finished barely higher on Tuesday as gains from the trusts were offset by weakness from the financials and properties.For the day, the index picked up 1.91 points or 0.06 percent to finish at 3,433.90 after trading between 3,413.35 and 3,456.09. Volume was 1.72 billion shares worth 1.4 billion Singapore dollars. There were 254 gainers and 202 decliners.Among the actives, Ascendas REIT rallied 0.68 percent, while CapitaLand Integrated Commercial Trust collected 0.45 percent, City Developments added 0.38 percent, Comfort DelGro soared 1.35 percent, Dairy Farm International skyrocketed 5.70 percent, DBS Group shed 0.53 percent, Genting Singapore dropped 0.60 percent, Hongkong Land lost 0.20 percent, Keppel Corp and Singapore Exchange both rose 0.31 percent, Mapletree Commercial Trust advanced 0.52 percent, Mapletree Logistics Trust climbed 0.54 percent, Oversea-Chinese Banking Corporation dipped 0.16 percent, SATS tumbled 0.91 percent, SembCorp Industries gained 0.37 percent, Singapore Technologies Engineering slumped 0.48 percent, SingTel fell 0.38 percent, Thai Beverage jumped 0.71 percent, United Overseas Bank sank 0.68 percent, Wilmar International dropped 0.82 percent, Yangzijiang Shipbuilding surged 2.01 percent and Singapore Press Holdings and Singapore Airlines were unchanged.The lead from Wall Street is solid as the major averages opened firmly higher on Tuesday and stayed that way throughout the session.The Dow surged 338.30 points or 0.97 percent to finish at 35,294.19, while the NASDAQ soared 264.73 points or 1.84 percent to end at 14,619.64 and the S&P 500 climbed 56.08 points or 1.23 percent to close at 4,631.08.Reports about encouraging progress in a cease-fire talks between Russia and Ukraine in Turkey helped lift investor sentiment on Wall Street.In economic news, the Labor Department said the number of job openings in the United States was little changed in February, while the S&P CoreLogic Case-Shiller 20-city home price index rose 19.1 percent in January. And the Conference Board showed an unexpected improvement in U.S. consumer confidence in March.Crude oil prices dropped on Tuesday amid easing worries about global crude supply after positive reports of the peace talks. West Texas Intermediate crude futures for May ended down by $1.72 or 1.6 percent at $104.24 a barrel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035085614,"gmtCreate":1647474294969,"gmtModify":1676534233820,"author":{"id":"3586859788675252","authorId":"3586859788675252","name":"MINH","avatar":"https://static.tigerbbs.com/536eb7671d76bffcba14ebf4ccd21b93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586859788675252","authorIdStr":"3586859788675252"},"themes":[],"htmlText":"Yes&nbsp;","listText":"Yes&nbsp;","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9035085614","repostId":"2219677762","repostType":4,"repost":{"id":"2219677762","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1647444300,"share":"https://ttm.financial/m/news/2219677762?lang=&edition=full_marsco","pubTime":"2022-03-16 23:25","market":"us","language":"en","title":"Here's Why Popular China ETFs are on Track for Their Best One-Day Gain in History","url":"https://stock-news.laohu8.com/highlight/detail?id=2219677762","media":"Dow Jones","summary":"KraneShares China ETF soars about 30% Wednesday.The KraneShares CSI China Internet ETF was soaring o","content":"<html><head></head><body><p>KraneShares China ETF soars about 30% Wednesday.</p><p>The <a href=\"https://laohu8.com/S/KWEB\">KraneShares CSI China Internet ETF</a> was soaring on Wednesday, on track for its best daily gain, if the rally holds, in its history, as China vowed support its economy.</p><p>At last check, the KraneShares ETF<a href=\"https://laohu8.com/S/KWEB\">$(KWEB)$</a>, which tracks the performance of Chinese companies related to the internet and has over $5 billion in assets, was trading up 30%, which would mark its sharpest daily rally on record, dating back to its inception in 2013, FactSet data show.</p><p>The rally for the popular exchange-traded fund comes as all of the constituents of the fund were rallying by double-digits, including Alibaba Group Holding <a href=\"https://laohu8.com/S/09988\">$(09988)$</a>, Baidu Inc. , Pinduoduo Inc. <a href=\"https://laohu8.com/S/PDD\">$(PDD)$</a>, JD.com <a href=\"https://laohu8.com/S/JD\">$(JD)$</a>, Tencent Holdings, <a href=\"https://laohu8.com/S/00700\">$(00700)$</a> and Weibo <a href=\"https://laohu8.com/S/WB\">$(WB)$</a>, to name a few of its 55 components.</p><p>Tencent, Alibaba and JD.com are the biggest weightings in the ETF.</p><p>China said it would work to stabilize Chinese stock markets and boost economic growth in the first quarter with &#34;concrete actions,&#34; according to state-run Xinhua News Agency.</p><p>China supports overseas listing and has achieved positive progress in discussions with Washington over Chinese stocks listed in U.S. markets, the report said, adding that both sides are working to formulate a detailed cooperation plan.</p><p>The statements were enough to inject a dose of optimism in the markets that have been under pressure amid questions about Beijing oversight of Chinese internet companies, fresh lockdowns in parts of the country to limit COVID&#39;s spread, and questions about China&#39;s future role, if any, in the conflict between Russia and Ukraine.</p><p>A separate China-focused fund, the <a href=\"https://laohu8.com/S/EEME\">iShares</a> MSCI China ETF, <a href=\"https://laohu8.com/S/MCHI\">$(MCHI)$</a> which has nearly $6 billion in assets, was up over 15% on the day and headed for its best day on record, dating back to its inception in 2011.</p><p>For the year, however, both funds are substantially lower, with the <a href=\"https://laohu8.com/S/EGRW\">iShares</a> China ETF down 17% and its KraneShares counterpart off more than 21%.</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>Here's Why Popular China ETFs are on Track for Their Best One-Day Gain in History</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\">\nHere's Why Popular China ETFs are on Track for Their Best One-Day Gain in History\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\">2022-03-16 23:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>KraneShares China ETF soars about 30% Wednesday.</p><p>The <a href=\"https://laohu8.com/S/KWEB\">KraneShares CSI China Internet ETF</a> was soaring on Wednesday, on track for its best daily gain, if the rally holds, in its history, as China vowed support its economy.</p><p>At last check, the KraneShares ETF<a href=\"https://laohu8.com/S/KWEB\">$(KWEB)$</a>, which tracks the performance of Chinese companies related to the internet and has over $5 billion in assets, was trading up 30%, which would mark its sharpest daily rally on record, dating back to its inception in 2013, FactSet data show.</p><p>The rally for the popular exchange-traded fund comes as all of the constituents of the fund were rallying by double-digits, including Alibaba Group Holding <a href=\"https://laohu8.com/S/09988\">$(09988)$</a>, Baidu Inc. , Pinduoduo Inc. <a href=\"https://laohu8.com/S/PDD\">$(PDD)$</a>, JD.com <a href=\"https://laohu8.com/S/JD\">$(JD)$</a>, Tencent Holdings, <a href=\"https://laohu8.com/S/00700\">$(00700)$</a> and Weibo <a href=\"https://laohu8.com/S/WB\">$(WB)$</a>, to name a few of its 55 components.</p><p>Tencent, Alibaba and JD.com are the biggest weightings in the ETF.</p><p>China said it would work to stabilize Chinese stock markets and boost economic growth in the first quarter with &#34;concrete actions,&#34; according to state-run Xinhua News Agency.</p><p>China supports overseas listing and has achieved positive progress in discussions with Washington over Chinese stocks listed in U.S. markets, the report said, adding that both sides are working to formulate a detailed cooperation plan.</p><p>The statements were enough to inject a dose of optimism in the markets that have been under pressure amid questions about Beijing oversight of Chinese internet companies, fresh lockdowns in parts of the country to limit COVID&#39;s spread, and questions about China&#39;s future role, if any, in the conflict between Russia and Ukraine.</p><p>A separate China-focused fund, the <a href=\"https://laohu8.com/S/EEME\">iShares</a> MSCI China ETF, <a href=\"https://laohu8.com/S/MCHI\">$(MCHI)$</a> which has nearly $6 billion in assets, was up over 15% on the day and headed for its best day on record, dating back to its inception in 2011.</p><p>For the year, however, both funds are substantially lower, with the <a href=\"https://laohu8.com/S/EGRW\">iShares</a> China ETF down 17% and its KraneShares counterpart off more than 21%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WB":"微博","JD":"京东","KWEB":"中国海外互联网ETF-KraneShares","MCHI":"中国ETF-iShares MSCI","BK4124":"机动车零配件与设备","PDD":"拼多多","CAAS":"中汽系统","00700":"腾讯控股","TCEHY":"腾讯控股ADR","BABA":"阿里巴巴","09988":"阿里巴巴-W","BIDU":"百度"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2219677762","content_text":"KraneShares China ETF soars about 30% Wednesday.The KraneShares CSI China Internet ETF was soaring on Wednesday, on track for its best daily gain, if the rally holds, in its history, as China vowed support its economy.At last check, the KraneShares ETF$(KWEB)$, which tracks the performance of Chinese companies related to the internet and has over $5 billion in assets, was trading up 30%, which would mark its sharpest daily rally on record, dating back to its inception in 2013, FactSet data show.The rally for the popular exchange-traded fund comes as all of the constituents of the fund were rallying by double-digits, including Alibaba Group Holding $(09988)$, Baidu Inc. , Pinduoduo Inc. $(PDD)$, JD.com $(JD)$, Tencent Holdings, $(00700)$ and Weibo $(WB)$, to name a few of its 55 components.Tencent, Alibaba and JD.com are the biggest weightings in the ETF.China said it would work to stabilize Chinese stock markets and boost economic growth in the first quarter with \"concrete actions,\" according to state-run Xinhua News Agency.China supports overseas listing and has achieved positive progress in discussions with Washington over Chinese stocks listed in U.S. markets, the report said, adding that both sides are working to formulate a detailed cooperation plan.The statements were enough to inject a dose of optimism in the markets that have been under pressure amid questions about Beijing oversight of Chinese internet companies, fresh lockdowns in parts of the country to limit COVID's spread, and questions about China's future role, if any, in the conflict between Russia and Ukraine.A separate China-focused fund, the iShares MSCI China ETF, $(MCHI)$ which has nearly $6 billion in assets, was up over 15% on the day and headed for its best day on record, dating back to its inception in 2011.For the year, however, both funds are substantially lower, with the iShares China ETF down 17% and its KraneShares counterpart off more than 21%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}