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BRIEF-NAB Says Co And Amazon Launch Payto Payment For Amazon.Com.Au Customers

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AMD: Why I Doubled My Position After DeepSeek Sell-Off

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National Australia Bank NAB.AX:NAB AND AMAZON LAUNCH PAYTO PAYMENT FOR AMAZON.COM.AU CUSTOMERSFurther company coverage: AMZN.O ((Reuters.Briefs@thomsonreuters.com;;))","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BRIEF-NAB Says Co And Amazon Launch Payto Payment For Amazon.Com.Au Customers</title></head><body><p><span>Jan 31 (Reuters)</span><span> - </span>National Australia Bank <span>NAB.AX</span>:</p><ul><li><p>NAB AND AMAZON LAUNCH PAYTO PAYMENT FOR AMAZON.COM.AU CUSTOMERS</p></li></ul><p>Further company coverage: <span>AMZN.O</span></p><p> ((Reuters.Briefs@thomsonreuters.com;;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BRIEF-NAB Says Co And Amazon Launch Payto Payment For Amazon.Com.Au Customers</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\">\nBRIEF-NAB Says Co And Amazon Launch Payto Payment For Amazon.Com.Au Customers\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-01-31 09:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BRIEF-NAB Says Co And Amazon Launch Payto Payment For Amazon.Com.Au Customers</title></head><body><p><span>Jan 31 (Reuters)</span><span> - </span>National Australia Bank <span>NAB.AX</span>:</p><ul><li><p>NAB AND AMAZON LAUNCH PAYTO PAYMENT FOR AMAZON.COM.AU CUSTOMERS</p></li></ul><p>Further company coverage: <span>AMZN.O</span></p><p> ((Reuters.Briefs@thomsonreuters.com;;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","AMZN":"亚马逊","BK4548":"巴美列捷福持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","USAW.SI":"AMZN 3xLongSG261006","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","BK4581":"高盛持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4527":"明星科技股","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0072462426.USD":"贝莱德全球配置 A2","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4585":"ETF&股票定投概念","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - 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National Australia Bank NAB.AX:NAB AND AMAZON LAUNCH PAYTO PAYMENT FOR AMAZON.COM.AU CUSTOMERSFurther company coverage: AMZN.O ((Reuters.Briefs@thomsonreuters.com;;))","news_type":1,"symbols_score_info":{"USAW.SI":0.6,"AMZN":0.9,"NAB.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":2023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398532924650040,"gmtCreate":1738323299542,"gmtModify":1738323301530,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398532924650040","repostId":"1135018317","repostType":2,"repost":{"id":"1135018317","kind":"news","pubTimestamp":1738321988,"share":"https://ttm.financial/m/news/1135018317?lang=en_US&edition=fundamental","pubTime":"2025-01-31 19:13","market":"us","language":"en","title":"AMD: Why I Doubled My Position After DeepSeek Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=1135018317","media":"Seeking Alpha","summary":"SummaryAMD shares fell to a 1-year low this week due to DeepSeek's AI chat assistant news, but I believe demand for AMD's AI products will remain strong in 2025.I doubled my AMD position because the m","content":"<html><head></head><body><h2 id=\"id_2301459152\">Summary</h2><ul style=\"\"><li><p>AMD shares fell to a 1-year low this week due to DeepSeek&#39;s AI chat assistant news, but I believe demand for AMD&#39;s AI products will remain strong in 2025.</p></li><li><p>I doubled my AMD position because the market is irrational and AMD is gaining ground in the AI accelerator market with surging Data Center revenues.</p></li><li><p>AMD&#39;s aggressive AI investments are paying off, showing significant Data Center revenue growth, and the stock is trading at a near-50% discount to its historical P/E ratio.</p></li><li><p>Despite DeepSeek&#39;s market impact, I remain confident in AMD&#39;s AI accelerators&#39; demand, making AMD shares attractively priced amid recent downgrades.</p></li></ul><p>Shares of <a href=\"https://laohu8.com/S/AMD\">AMD</a> tumbled to a fresh 1-year low on Tuesday after an AI start-up company named DeepSeek made global news for its latest AI chat assistant. AMD, just like Nvidia (NVDA), slumped on Monday on the DeepSeek news which triggered panicked headlines and deep concerns in some parts of the stock market about AI spending and GPU sales. However, I believe not much is going to change for AMD or Nvidia, and both companies are going to continue to see surging demand for their AI products. While I still like Nvidia a lot due to its moat in the AI GPU market, AMD has seen highly encouraging momentum in the Data Center segment and shares are now trading at a near-50% discount to the 1-year average P/E ratio, indicating that sentiment has swung too much to the bearish side... which may reveal a contrarian investment setup!</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b92568f58f6bae4fc57adf24dba5bf48\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"439\"/><span>Data by YCharts</span></p><h2 id=\"id_1073761465\">Previous rating</h2><p>I previously called attention to AMD’s already low valuation in my work -- The Valuation Makes No Sense -- which was published last month and well before the recent DeepSeek disaster that shook up AI stocks. While DeepSeek made a splash, I believe AMD and Nvidia are going to see increasing demand for their GPUs and AI accelerators going forward, and the DeepSeek appearance is not going to change this. AMD also held up much better than Nvidia during the latest sell-off, indicating that investors may be too bearish on the chipmaker.</p><h2 id=\"id_692351424\">Why I doubled down on AMD and increased my position by 2x after the DeepSeek news</h2><p>I doubled my position in AMD this week, mainly because the market currently does not seem to be very forward-looking and rational when it comes to AI stocks. DeepSeek made global headlines this week for the efficiency of its AI model, which caused valuations for AI companies like Nvidia or AMD to tumble. Additionally, AMD attracted another down-grade this week which weighed on the company&#39;s valuation. However, AMD didn&#39;t drop as much as Nvidia on Monday, indicating that we may see a bottom for AMD&#39;s shares very soon.</p><p>AMD is now so attractively priced, in my opinion, that the valuation incorporates an excess safety margin. This is mainly due to the fact that AMD has really started to excel in the Data Center business in the last two quarters, and I don&#39;t believe AMD gets enough credit for this achievement. To remind investors, AMD generated 25% Q/Q Data Center revenue growth in the quarter ending September 2024 compared to a 17% Q/Q growth rate for Nvidia.</p><p>The difference in Data Center growth between AMD and Nvidia was 8 PP in the last quarter and 5 PP in the quarter before that (in favor of AMD). As recently as the first-quarter of AMD’s FY 2024, Nvidia had a more than 20 PP Q/Q growth advantage over AMD. In other words, AMD has fundamentally caught up to Nvidia in Data Center growth, although the consolidated top line does not yet show the massive progress that AMD has made.</p><p>Nvidia also has a distinct advantage over AMD in terms of operating cash flow and net income growth, but given AMD&#39;s Instinct ramp in FY 2025, the chipmaker has considerably more potential for growth in the Data Center segment than Nvidia, in my opinion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/599db606c3caf04f8ef930350684fae5\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"525\"/><span>Data by YCharts</span></p><p>The reason is that AMD has made aggressive investments into its AI accelerator pipeline, which has started to pay off in 2024... and the current year could show many more positive surprises. Nvidia has still a considerable advantage in terms of the pure size of its gross profits and its gross margins, but AMD is starting to catch up and the company&#39;s earnings report for the fourth-quarter, expected on February 4, 2025, is likely going to be a very strong one, in terms of both Data Center top line and earnings growth. In the most recent quarter, September, AMD generated a gross margin of 50% which was about one-third lower than Nvidia&#39;s margins. With the launch of higher-price AI accelerators in the Instinct series, however, AMD has a strong catalyst for sequential gross profit (margin) growth when it reports earnings next week.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca4584911e4e2d2ad17038339713c28c\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"525\"/><span>Data by YCharts</span></p><p>For the fourth-quarter, AMD is expected to report $1.09 per-share in earnings, which would calculate to a 41% year-over-year growth rate. Earnings momentum is still very much positive, but earnings estimates have started to fall lately, as more analysts expect gains from AMD&#39;s Instinct ramp to fall into FY 2025. I believe, however, as Instinct chip deliveries ramped up in Q4&#39;24, that AMD has an excellent chance to beat low EPS estimates and could see a strong reaction when it reports earnings on February 4, 2025.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2db76ac8e7a0f1000d262fb0023cdeb1\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"229\"/><span>Seeking Alpha</span></p><h2 id=\"id_1031374504\">AMD statement on DeepSeek and product pipeline</h2><p>AMD issued a statement after DeepSeek&#39;s splash this week, saying that DeepSeek R1 can be run on AMD Ryzen AI CPUs and Radeon GPUs. DeepSeek shows that AI models are getting more efficient and, likely, cheaper, which means that demand for AI accelerators and GPUs is only going to grow. Nvidia also issued a statement in which it indicated that the appearance of DeepSeek is an opportunity for growth in the GPU market, rather than a threat.</p><p>AMD is obviously set to benefit from these strengthening trends with its new AMD Instinct MI325X and MI350X accelerators, which AMD is going to ramp in FY 2025. The chipmaker has also previously stated that it will move towards a faster product-release cycle in order to bring technological progress to consumers and enterprise customers at a faster pace. The MI350X is set to launch in the second half of FY 2025 and the next-gen MI400X AI accelerator will likely be available in FY 2026. With an increasing filled product pipeline and surging demand for AI accelerators/GPUs, AMD is set to see strong growth in FY 2025 and investors should consider buying the drop, in my opinion.</p><h2 id=\"id_3356606391\">AMD’s valuation implies a near-50% discount to 1-year average P/E</h2><p>Both Nvidia’s and AMD&#39;s valuation corrected to the downside this week, but AMD is in more of a downtrend than Nvidia, despite the ramp in the Data Center business. AMD is currently priced at a forward price-to-earnings ratio of 16.6X (forward meaning FY 2026 earnings). After Nvidia’s share price slumped 17% on Monday and recovered 9% again on Tuesday in a strong recovery rally, the semiconductor company is valued at a forward earnings multiplier of 29.0X.</p><p>AMD traded at an average 1-year P/E ratio of 30.8X which means the current valuation is about 46% below the valuation average of the last year... indicating that a major, unjustified change in investor sentiment has taken hold that is not defensible, in my opinion, based off of the strength of AMD&#39;s fundamentals.</p><p>While investors may have been overly bullish on AMD at the beginning of the firm&#39;s Instinct ramp in the first half of FY 2024, I believe the pendulum has swung too far to the other side, creating a kind of contrarian investment setup. In my last work on AMD, I calculated a fair value of AMD of at least $216 per-share, which I still believe is a realistic long-term value for the chipmaker. If AMD were to revalue to its 1-year average P/E ratio, shares could be valued at $212 per-share, which is very close to my longer-term valuation target for the chipmaker.</p><p>While AMD may be out of favor for now due to a range of reasons -- stock down-grades, uncertain impact of DeepSeek and other models, such as Alibaba&#39;s Qwen 2.5-VL, and an underappreciated Data Center ramp -- I believe the long-term outlook for AMD (and Nvidia) is one that will be defined by gradually increasing demand for higher GPU/AI accelerator shipments. This is set to benefit AMD as well as Nvidia and with AMD also set to report earnings next week, the chipmaker could have a revaluation catalyst as well.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c4a87490b99bb91814296f6340fc3497\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"525\"/><span>Data by YCharts</span></p><h2 id=\"id_3644382295\">Risks with AMD</h2><p>The biggest risk for AMD is a potential shrinking of the growth advantage over Nvidia that the company has achieved, especially in the last two quarters, in the Data Center segment. AMD is still going to benefit from growing chip sales and the appearance of DeepSeek, in my opinion, is not fundamentally changing the outlook for AMD&#39;s AI accelerator shipments... which I continue to expect to ramp up drastically in FY 2025. What would change my mind about AMD is if the company were to see moderating growth in Data Centers and its gross margins declined in FY 2025.</p><h2 id=\"id_2988244293\">Final thoughts</h2><p>DeepSeek is a new AI model that made a major splash this week. However, the appearance of this model indicates to me that demand for AI accelerators is going to <em>increase</em>, not <em>decrease</em> going forward. Lower compute intensity will further innovation in the market for GPUs and AI accelerators, which should also help AMD ramp up shipments in FY 2025, especially with new models slated to get released.</p><p>Companies, especially in the U.S., will continue to need U.S.-manufactured AI GPU’s and accelerators in order to run the latest AI models and applications. In my opinion, DeepSeek as well as other AI models like Alibaba&#39;s Qwen 2.5-VL will only accelerate the transition to more powerful AI models long term, which means demand for chips will also grow. In terms of valuation, I believe the pendulum has too far swung to the bearish side and AMD may now be in a textbook contrarian investment setup.</p></body></html>","source":"lsy1728464409321","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>AMD: Why I Doubled My Position After DeepSeek Sell-Off</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\">\nAMD: Why I Doubled My Position After DeepSeek Sell-Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-31 19:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4753256-amd-why-i-doubled-my-position-after-deepseek-sell-off><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAMD shares fell to a 1-year low this week due to DeepSeek's AI chat assistant news, but I believe demand for AMD's AI products will remain strong in 2025.I doubled my AMD position because the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4753256-amd-why-i-doubled-my-position-after-deepseek-sell-off\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4753256-amd-why-i-doubled-my-position-after-deepseek-sell-off","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135018317","content_text":"SummaryAMD shares fell to a 1-year low this week due to DeepSeek's AI chat assistant news, but I believe demand for AMD's AI products will remain strong in 2025.I doubled my AMD position because the market is irrational and AMD is gaining ground in the AI accelerator market with surging Data Center revenues.AMD's aggressive AI investments are paying off, showing significant Data Center revenue growth, and the stock is trading at a near-50% discount to its historical P/E ratio.Despite DeepSeek's market impact, I remain confident in AMD's AI accelerators' demand, making AMD shares attractively priced amid recent downgrades.Shares of AMD tumbled to a fresh 1-year low on Tuesday after an AI start-up company named DeepSeek made global news for its latest AI chat assistant. AMD, just like Nvidia (NVDA), slumped on Monday on the DeepSeek news which triggered panicked headlines and deep concerns in some parts of the stock market about AI spending and GPU sales. However, I believe not much is going to change for AMD or Nvidia, and both companies are going to continue to see surging demand for their AI products. While I still like Nvidia a lot due to its moat in the AI GPU market, AMD has seen highly encouraging momentum in the Data Center segment and shares are now trading at a near-50% discount to the 1-year average P/E ratio, indicating that sentiment has swung too much to the bearish side... which may reveal a contrarian investment setup!Data by YChartsPrevious ratingI previously called attention to AMD’s already low valuation in my work -- The Valuation Makes No Sense -- which was published last month and well before the recent DeepSeek disaster that shook up AI stocks. While DeepSeek made a splash, I believe AMD and Nvidia are going to see increasing demand for their GPUs and AI accelerators going forward, and the DeepSeek appearance is not going to change this. AMD also held up much better than Nvidia during the latest sell-off, indicating that investors may be too bearish on the chipmaker.Why I doubled down on AMD and increased my position by 2x after the DeepSeek newsI doubled my position in AMD this week, mainly because the market currently does not seem to be very forward-looking and rational when it comes to AI stocks. DeepSeek made global headlines this week for the efficiency of its AI model, which caused valuations for AI companies like Nvidia or AMD to tumble. Additionally, AMD attracted another down-grade this week which weighed on the company's valuation. However, AMD didn't drop as much as Nvidia on Monday, indicating that we may see a bottom for AMD's shares very soon.AMD is now so attractively priced, in my opinion, that the valuation incorporates an excess safety margin. This is mainly due to the fact that AMD has really started to excel in the Data Center business in the last two quarters, and I don't believe AMD gets enough credit for this achievement. To remind investors, AMD generated 25% Q/Q Data Center revenue growth in the quarter ending September 2024 compared to a 17% Q/Q growth rate for Nvidia.The difference in Data Center growth between AMD and Nvidia was 8 PP in the last quarter and 5 PP in the quarter before that (in favor of AMD). As recently as the first-quarter of AMD’s FY 2024, Nvidia had a more than 20 PP Q/Q growth advantage over AMD. In other words, AMD has fundamentally caught up to Nvidia in Data Center growth, although the consolidated top line does not yet show the massive progress that AMD has made.Nvidia also has a distinct advantage over AMD in terms of operating cash flow and net income growth, but given AMD's Instinct ramp in FY 2025, the chipmaker has considerably more potential for growth in the Data Center segment than Nvidia, in my opinion.Data by YChartsThe reason is that AMD has made aggressive investments into its AI accelerator pipeline, which has started to pay off in 2024... and the current year could show many more positive surprises. Nvidia has still a considerable advantage in terms of the pure size of its gross profits and its gross margins, but AMD is starting to catch up and the company's earnings report for the fourth-quarter, expected on February 4, 2025, is likely going to be a very strong one, in terms of both Data Center top line and earnings growth. In the most recent quarter, September, AMD generated a gross margin of 50% which was about one-third lower than Nvidia's margins. With the launch of higher-price AI accelerators in the Instinct series, however, AMD has a strong catalyst for sequential gross profit (margin) growth when it reports earnings next week.Data by YChartsFor the fourth-quarter, AMD is expected to report $1.09 per-share in earnings, which would calculate to a 41% year-over-year growth rate. Earnings momentum is still very much positive, but earnings estimates have started to fall lately, as more analysts expect gains from AMD's Instinct ramp to fall into FY 2025. I believe, however, as Instinct chip deliveries ramped up in Q4'24, that AMD has an excellent chance to beat low EPS estimates and could see a strong reaction when it reports earnings on February 4, 2025.Seeking AlphaAMD statement on DeepSeek and product pipelineAMD issued a statement after DeepSeek's splash this week, saying that DeepSeek R1 can be run on AMD Ryzen AI CPUs and Radeon GPUs. DeepSeek shows that AI models are getting more efficient and, likely, cheaper, which means that demand for AI accelerators and GPUs is only going to grow. Nvidia also issued a statement in which it indicated that the appearance of DeepSeek is an opportunity for growth in the GPU market, rather than a threat.AMD is obviously set to benefit from these strengthening trends with its new AMD Instinct MI325X and MI350X accelerators, which AMD is going to ramp in FY 2025. The chipmaker has also previously stated that it will move towards a faster product-release cycle in order to bring technological progress to consumers and enterprise customers at a faster pace. The MI350X is set to launch in the second half of FY 2025 and the next-gen MI400X AI accelerator will likely be available in FY 2026. With an increasing filled product pipeline and surging demand for AI accelerators/GPUs, AMD is set to see strong growth in FY 2025 and investors should consider buying the drop, in my opinion.AMD’s valuation implies a near-50% discount to 1-year average P/EBoth Nvidia’s and AMD's valuation corrected to the downside this week, but AMD is in more of a downtrend than Nvidia, despite the ramp in the Data Center business. AMD is currently priced at a forward price-to-earnings ratio of 16.6X (forward meaning FY 2026 earnings). After Nvidia’s share price slumped 17% on Monday and recovered 9% again on Tuesday in a strong recovery rally, the semiconductor company is valued at a forward earnings multiplier of 29.0X.AMD traded at an average 1-year P/E ratio of 30.8X which means the current valuation is about 46% below the valuation average of the last year... indicating that a major, unjustified change in investor sentiment has taken hold that is not defensible, in my opinion, based off of the strength of AMD's fundamentals.While investors may have been overly bullish on AMD at the beginning of the firm's Instinct ramp in the first half of FY 2024, I believe the pendulum has swung too far to the other side, creating a kind of contrarian investment setup. In my last work on AMD, I calculated a fair value of AMD of at least $216 per-share, which I still believe is a realistic long-term value for the chipmaker. If AMD were to revalue to its 1-year average P/E ratio, shares could be valued at $212 per-share, which is very close to my longer-term valuation target for the chipmaker.While AMD may be out of favor for now due to a range of reasons -- stock down-grades, uncertain impact of DeepSeek and other models, such as Alibaba's Qwen 2.5-VL, and an underappreciated Data Center ramp -- I believe the long-term outlook for AMD (and Nvidia) is one that will be defined by gradually increasing demand for higher GPU/AI accelerator shipments. This is set to benefit AMD as well as Nvidia and with AMD also set to report earnings next week, the chipmaker could have a revaluation catalyst as well.Data by YChartsRisks with AMDThe biggest risk for AMD is a potential shrinking of the growth advantage over Nvidia that the company has achieved, especially in the last two quarters, in the Data Center segment. AMD is still going to benefit from growing chip sales and the appearance of DeepSeek, in my opinion, is not fundamentally changing the outlook for AMD's AI accelerator shipments... which I continue to expect to ramp up drastically in FY 2025. What would change my mind about AMD is if the company were to see moderating growth in Data Centers and its gross margins declined in FY 2025.Final thoughtsDeepSeek is a new AI model that made a major splash this week. However, the appearance of this model indicates to me that demand for AI accelerators is going to increase, not decrease going forward. Lower compute intensity will further innovation in the market for GPUs and AI accelerators, which should also help AMD ramp up shipments in FY 2025, especially with new models slated to get released.Companies, especially in the U.S., will continue to need U.S.-manufactured AI GPU’s and accelerators in order to run the latest AI models and applications. In my opinion, DeepSeek as well as other AI models like Alibaba's Qwen 2.5-VL will only accelerate the transition to more powerful AI models long term, which means demand for chips will also grow. In terms of valuation, I believe the pendulum has too far swung to the bearish side and AMD may now be in a textbook contrarian investment setup.","news_type":1,"symbols_score_info":{"AMD":1.1}},"isVote":1,"tweetType":1,"viewCount":1966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398531619807656,"gmtCreate":1738323138041,"gmtModify":1738323141753,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> I'm just trying my luck with this one,","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> I'm just trying my luck with this one,","text":"$Advanced Micro Devices(AMD)$ $Advanced Micro Devices(AMD)$ I'm just trying my luck with this one,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398531619807656","isVote":1,"tweetType":1,"viewCount":2141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398238766543336,"gmtCreate":1738251473055,"gmtModify":1738251477164,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398238766543336","repostId":"1189125333","repostType":2,"repost":{"id":"1189125333","kind":"news","pubTimestamp":1738249562,"share":"https://ttm.financial/m/news/1189125333?lang=en_US&edition=fundamental","pubTime":"2025-01-30 23:06","market":"us","language":"en","title":"Tesla Stock Turns Negative as Results Miss Targets","url":"https://stock-news.laohu8.com/highlight/detail?id=1189125333","media":"Bloomberg","summary":"$Tesla Inc.(TSLA)$ revealed plans to begin robotaxi operations and forecast a sales recovery this year, fueling what Elon Musk predicted would be an “epic” period of growth for the electric vehicle ma","content":"<div>\n<p>Tesla Inc. revealed plans to begin robotaxi operations and forecast a sales recovery this year, fueling what Elon Musk predicted would be an “epic” period of growth for the electric vehicle maker....</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-29/tesla-fourth-quarter-profit-misses-wall-street-s-estimates?srnd=homepage-asia\">Source Link</a>\n\n</div>\n","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>Tesla Stock Turns Negative as Results Miss Targets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Turns Negative as Results Miss Targets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 23:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-01-29/tesla-fourth-quarter-profit-misses-wall-street-s-estimates?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc. revealed plans to begin robotaxi operations and forecast a sales recovery this year, fueling what Elon Musk predicted would be an “epic” period of growth for the electric vehicle maker....</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-29/tesla-fourth-quarter-profit-misses-wall-street-s-estimates?srnd=homepage-asia\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2025-01-29/tesla-fourth-quarter-profit-misses-wall-street-s-estimates?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189125333","content_text":"Tesla Inc. revealed plans to begin robotaxi operations and forecast a sales recovery this year, fueling what Elon Musk predicted would be an “epic” period of growth for the electric vehicle maker.Adjusted earnings were 73 cents a share for the quarter, missing analysts’ average estimates of 75 cents.The shares fell 1.1% after an initial rally of 6% on Thursday.The chief executive officer cited advancements in vehicle autonomy and new model plans, and in its earnings report the company predicted a “return to growth in 2025.” Musk described a future that focused on driverless cars, humanoid robots and artificial intelligence. The comments largely sidestepped the actual sales and profit results, which missed Wall Street’s expectations for the final three months of a tumultuous 2024.Tesla plans to launch its autonomous ride-hailing service in Austin in June and then in other cities by the end of the year.“This is not some far off mythical situation,” Musk said on the company’s call with analysts. “It’s literally five months away.”Tesla offered few new details on key questions, such as the impending launch of a more-affordable vehicle or specifics on the company’s sales forecasts. Musk spent much of the call talking about Optimus, Tesla’s humanoid robot, while downplaying the impact of costly manufacturing changes and last year’s first annual decline in vehicle sales in over a decade.“We’re building the manufacturing lines and I think setting up for what I think will be an epic 2026 and a ridiculous ’27 and ’28,” Musk said. “Ridiculously good. That is my prediction.”Musk steered clear of US politics, a marked change from previous earnings calls that waded into inflation, industrial policy and the US election. Musk donated more than $250 million to support President Donald Trump’s election and other Republican causes, making him the largest private donor and vaulting him into prime position as a key adviser to Trump and the leader of a new cost-cutting initiative named the Department of Government Efficiency, or DOGE.Minutes before the earnings call started, Musk was rapidly firing off X posts on his social media service about President Trump’s recent moves to cut the federal workforce and deport undocumented immigrants. Musk paused posting on X for the duration of the call, but started again minutes after it ended with a post about Trump’s executive order cutting federal funding in K-12 schools that teach topics related to race, sex, gender or politics.Despite Musk’s support for Trump, Tesla said it’s bracing for tariffs from the new administration.“The imposition of tariffs, which is very likely, will have an impact on our business and our profitability,” Chief Financial Officer Vaibhav Taneja said.The company didn’t mention Trump’s moves to overhaul US fuel-efficiency standards that give consumers incentives to buy electric and hybrid vehicles.FSD PlansMusk said Tesla will start offering “unsupervised Full Self-Driving” in Austin in June, adding he’s confident the service, which he described as “autonomous ride hailing for money,” will arrive in California and “many regions” of the US by the end of this year.Musk predicted Tesla owners would eventually be able to add their cars to the fleet unsupervised, Airbnb-style.Tesla previously said in October it aimed to launch both unsupervised FSD and autonomous ride-hailing in California and Texas this year.Musk pointed to regulations as a potential constraint for the service.Tesla has long sold a suite of features that it calls Full Self-Driving, or FSD, which requires constant driver supervision and isn’t considered fully autonomous. Musk also has a track record of blowing past product timelines, particularly for self-driving technology.Autonomous vehicles face a number of regulatory hurdles, and Tesla’s Cybercab, which lacks pedals or a steering wheel, would require an exemption from existing rules. It would be limited to 2,500 vehicles under current federal standards. Musk has previously called for a national pathway for federal approval.States also have their own patchwork of rules for regulating autonomous vehicles, including California, where Tesla has a permit to test them with a driver. The state could be a more challenging environment than places such as Texas, which has fewer hurdles.Tesla has given little details on how it aims to roll out the service. The Texas Department of Licensing and Regulation doesn’t currently list Tesla as a rideshare licensee. Musk said Tesla wants the service to be “way safer” than human drivers.Tesla’s plan to sell more affordable vehicles remains on track, the company said, with production set to start in the first half of this year. The Cybercab also is on track for 2026.The company said it plans to make the new vehicles using a mix of current production methods and a next-generation platform. The strategy will lead to higher costs than previously expected but will allow Tesla to expand vehicle volumes more efficiently during “uncertain times.”Lowered BarGarrett Nelson, an analyst with CFRA, said Tesla’s outlook for vehicle sales growth this year resonated with investors because it appeared more realistic than Musk’s earlier pledge of growth for growth of as much as 30%.“The bar has been lowered to much more achievable levels, so therefore they are much more likely to hit it going forward,” Nelson said.He added that Musk’s relationship with Trump is also seen as a positive as Tesla focuses on autonomy and the potential for changes to federal regulations.“Musk has the president’s ear,” Nelson said. “He’s going to have a major place at the table as far as what the regulatory framework looks like — and we think it will be favorable to Tesla.”In other data from the company’s fourth quarter, the company reported $692 million in revenue from the sale of regulatory credits to car manufacturers that need to comply with strict pollution standards. That’s below the $739 million it reported in the previous quarter.Adjusted earnings were 73 cents a share for the quarter, missing analysts’ average estimates of 75 cents.Taneja said that the net income was impacted by a $600 million mark-to-market benefit from Bitcoin due to the adoption of new accounting standards for digital assets.","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":2309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398238689100384,"gmtCreate":1738251178008,"gmtModify":1738251288958,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"title":"Deposit funds with Tiger Brokers to receive a S$1,000 welcome bonus!","htmlText":"Find out more here: <a href=\"https://sg.etasphere.com/sg/marketing/SGwelcomerewards-2025q1?actionID=d89b626aea92d0abf8e5a501ddec6b51&amp;skin=1&amp;os=iOS&amp;account_id=&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=de7b69267628cf78e694446539c31604&amp;invite=O8WZBV&amp;lang=en_US\">Deposit funds with Tiger Brokers to receive a S$1,000 welcome bonus!</a> Open an account and deposit funds at Tiger Brokers Singapore. 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Trade stocks, funds, ETFs, options, futures and other products in one place!","images":[{"img":"https://static.tigerbbs.com/a8cf620b81d2e1ca6327c06a356ec0bc"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398238689100384","isVote":1,"tweetType":1,"viewCount":2194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":398223273701936,"gmtCreate":1738247413778,"gmtModify":1738247418133,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/9000000000000520\">@HKEX_Comments</a> WASHINGTON&nbsp;","listText":"<a href=\"https://ttm.financial/U/9000000000000520\">@HKEX_Comments</a> WASHINGTON&nbsp;","text":"@HKEX_Comments WASHINGTON","images":[{"img":"https://community-static.tradeup.com/news/c5e0e4ebeebfd1b33fcb8f43c65802d4","width":"1125","height":"2914"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398223273701936","isVote":1,"tweetType":1,"viewCount":2268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":398217383862808,"gmtCreate":1738246358498,"gmtModify":1738246362211,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398217383862808","repostId":"1132902966","repostType":2,"repost":{"id":"1132902966","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1738245752,"share":"https://ttm.financial/m/news/1132902966?lang=en_US&edition=fundamental","pubTime":"2025-01-30 22:02","market":"hk","language":"en","title":"Stock Track | Marvell Technology Soars 5.1% in Pre-market amid Positive Analyst Rating and Chip Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=1132902966","media":"Stock Track","summary":"Marvell Technology's stock surged 5.1% in pre-market trading on Thursday, fueled by a new Buy rating from Bank of America Securities analyst Vivek Arya and optimism surrounding the chip industry's prospects driven by the AI boom.The analyst reiterated a Buy rating on Marvell and set a price target of $150, indicating significant upside potential. Arya's positive outlook on the semiconductor company likely contributed to the stock's strong performance in the pre-market session.Additionally, chip ","content":"<p>Marvell Technology's stock surged 5.1% in pre-market trading on Thursday, fueled by a new Buy rating from Bank of America Securities analyst Vivek Arya and optimism surrounding the chip industry's prospects driven by the AI boom.</p>\n\n<p>The analyst reiterated a Buy rating on Marvell and set a price target of $150, indicating significant upside potential. Arya's positive outlook on the semiconductor company likely contributed to the stock's strong performance in the pre-market session.</p>\n\n<p>Additionally, chip stocks rallied in pre-market trading, with Broadcom gaining 5%, the SOXL semiconductor ETF up 3.9%, and ASML, Marvell, and Applied Materials all seeing gains. This broad-based strength in the chip sector, fueled by robust demand for AI-related products and services, may have further boosted investor sentiment towards Marvell.</p>","source":"ai_movement_en","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>Stock Track | Marvell Technology Soars 5.1% in Pre-market amid Positive Analyst Rating and Chip Demand</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\">\nStock Track | Marvell Technology Soars 5.1% in Pre-market amid Positive Analyst Rating and Chip Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2025-01-30 22:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Marvell Technology's stock surged 5.1% in pre-market trading on Thursday, fueled by a new Buy rating from Bank of America Securities analyst Vivek Arya and optimism surrounding the chip industry's prospects driven by the AI boom.</p>\n\n<p>The analyst reiterated a Buy rating on Marvell and set a price target of $150, indicating significant upside potential. Arya's positive outlook on the semiconductor company likely contributed to the stock's strong performance in the pre-market session.</p>\n\n<p>Additionally, chip stocks rallied in pre-market trading, with Broadcom gaining 5%, the SOXL semiconductor ETF up 3.9%, and ASML, Marvell, and Applied Materials all seeing gains. This broad-based strength in the chip sector, fueled by robust demand for AI-related products and services, may have further boosted investor sentiment towards Marvell.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRVL":"迈威尔科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132902966","content_text":"Marvell Technology's stock surged 5.1% in pre-market trading on Thursday, fueled by a new Buy rating from Bank of America Securities analyst Vivek Arya and optimism surrounding the chip industry's prospects driven by the AI boom.\nThe analyst reiterated a Buy rating on Marvell and set a price target of $150, indicating significant upside potential. Arya's positive outlook on the semiconductor company likely contributed to the stock's strong performance in the pre-market session.\nAdditionally, chip stocks rallied in pre-market trading, with Broadcom gaining 5%, the SOXL semiconductor ETF up 3.9%, and ASML, Marvell, and Applied Materials all seeing gains. This broad-based strength in the chip sector, fueled by robust demand for AI-related products and services, may have further boosted investor sentiment towards Marvell.","news_type":1,"symbols_score_info":{"MRVL":1}},"isVote":1,"tweetType":1,"viewCount":2394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398184109552272,"gmtCreate":1738238406403,"gmtModify":1738238457095,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"title":"To The moon - Become a Contributor","htmlText":"Find out more here: <a href=\"https://ttm.financial/activity/forapp/creative-guide/?skin=1&amp;os=iOS&amp;account_id=20231211023805161&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=4f15e0ef6c83d0097e832916ae5f8e0a&amp;invite=O8WZBV&amp;lang=en_US\">To The moon - Become a Contributor</a> Click to view this week's hot topics! Start posting and stand a chance to get cool rewards","listText":"Find out more here: <a href=\"https://ttm.financial/activity/forapp/creative-guide/?skin=1&amp;os=iOS&amp;account_id=20231211023805161&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=4f15e0ef6c83d0097e832916ae5f8e0a&amp;invite=O8WZBV&amp;lang=en_US\">To The moon - Become a Contributor</a> Click to view this week's hot topics! Start posting and stand a chance to get cool rewards","text":"Find out more here: To The moon - Become a Contributor Click to view this week's hot topics! Start posting and stand a chance to get cool rewards","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398184109552272","isVote":1,"tweetType":1,"viewCount":1861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398174479299168,"gmtCreate":1738235501787,"gmtModify":1738235505342,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398174479299168","repostId":"2507463017","repostType":2,"repost":{"id":"2507463017","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":1738165860,"share":"https://ttm.financial/m/news/2507463017?lang=en_US&edition=fundamental","pubTime":"2025-01-29 23:51","market":"fut","language":"en","title":"Why Goldman Sachs Says Investors Should Buy The Dip In U.S. Tech Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2507463017","media":"Dow Jones","summary":"DeepSeek complicates outlook for AI theme, but the fundamental case for stocks' lofty valuations hasn't changed. Monday's trillion-dollar stock-market wipeout will be remembered as an opportunity to scoop up shares of some of the most valuable U.S. companies at a discount, according to a team of equity strategists at Goldman Sachs Group.In a report shared with MarketWatch on Wednesday, the Goldman team, led by chief global equity strategist Peter Oppenheimer, said that while the buzz surrounding China's DeepSeek has raised questions about Big Tech's AI investment binge, the fundamentals underpinning stocks' lofty valuations haven't changed.\"In our view this is a correction and not the start of a sustained bear market,\" the Goldman team said in a report shared with MarketWatch.\"Most bear markets are triggered by expectations of falling profits driven by fears of recession. Our economists remain confident about world growth and remain above consensus on their forecasts for the US, puttin","content":"<html><head></head><body><p>Monday&#39;s trillion-dollar stock-market wipeout will be remembered as an opportunity to scoop up shares of some of the most valuable U.S. companies at a discount, according to a team of equity strategists at Goldman Sachs Group.</p><p>In a report shared with MarketWatch on Wednesday, the Goldman team, led by chief global equity strategist Peter Oppenheimer, said that while the buzz surrounding China&#39;s DeepSeek has raised questions about Big Tech&#39;s AI investment binge, the fundamentals underpinning stocks&#39; lofty valuations haven&#39;t changed.</p><p>That means the latest correction in Big Tech names, the first since the fall, will likely remain just that - a correction. Not the start of a new bear market.</p><p>&#34;In our view this is a correction and not the start of a sustained bear market,&#34; the Goldman team said in a report shared with MarketWatch.</p><p>&#34;Most bear markets are triggered by expectations of falling profits driven by fears of recession. Our economists remain confident about world growth and remain above consensus on their forecasts for the US, putting the probability of recession in the next 12 months at 15%.&#34;</p><h2 id=\"id_456102790\">Valuations</h2><p>The Goldman team acknowledged that U.S. stocks look particularly expensive right now. Both relative to history, and relative to their international peers.</p><p>But these lofty valuations are justified by expectations for strong earnings growth in the U.S. Big Tech companies, most notably Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, have seen their profits soar over the past couple of years.</p><p>Now, other U.S. firms are expected to narrow that gap in 2025, as Goldman pointed out.</p><p>While Big Tech stocks have helped skew valuations higher, most large-cap U.S. stocks look expensive relative to history.</p><p>&#34;The dominance of [the] U.S. equity market, technology sector, and dominant companies, do not represent a bubble based on irrational exuberance but are rather a reflection of superior fundamentals,&#34; the Goldman team said.</p><p>After sliding on Monday, Nvidia and the broader U.S. technology sector came roaring back on Tuesday. But shares of the AI darling were trading lower once again on Wednesday, weighing on the S&amp;P 500 and Nasdaq Composite.</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>Why Goldman Sachs Says Investors Should Buy The Dip In U.S. Tech Stocks</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\">\nWhy Goldman Sachs Says Investors Should Buy The Dip In U.S. Tech Stocks\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\">2025-01-29 23:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Monday&#39;s trillion-dollar stock-market wipeout will be remembered as an opportunity to scoop up shares of some of the most valuable U.S. companies at a discount, according to a team of equity strategists at Goldman Sachs Group.</p><p>In a report shared with MarketWatch on Wednesday, the Goldman team, led by chief global equity strategist Peter Oppenheimer, said that while the buzz surrounding China&#39;s DeepSeek has raised questions about Big Tech&#39;s AI investment binge, the fundamentals underpinning stocks&#39; lofty valuations haven&#39;t changed.</p><p>That means the latest correction in Big Tech names, the first since the fall, will likely remain just that - a correction. Not the start of a new bear market.</p><p>&#34;In our view this is a correction and not the start of a sustained bear market,&#34; the Goldman team said in a report shared with MarketWatch.</p><p>&#34;Most bear markets are triggered by expectations of falling profits driven by fears of recession. Our economists remain confident about world growth and remain above consensus on their forecasts for the US, putting the probability of recession in the next 12 months at 15%.&#34;</p><h2 id=\"id_456102790\">Valuations</h2><p>The Goldman team acknowledged that U.S. stocks look particularly expensive right now. Both relative to history, and relative to their international peers.</p><p>But these lofty valuations are justified by expectations for strong earnings growth in the U.S. Big Tech companies, most notably Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, have seen their profits soar over the past couple of years.</p><p>Now, other U.S. firms are expected to narrow that gap in 2025, as Goldman pointed out.</p><p>While Big Tech stocks have helped skew valuations higher, most large-cap U.S. stocks look expensive relative to history.</p><p>&#34;The dominance of [the] U.S. equity market, technology sector, and dominant companies, do not represent a bubble based on irrational exuberance but are rather a reflection of superior fundamentals,&#34; the Goldman team said.</p><p>After sliding on Monday, Nvidia and the broader U.S. technology sector came roaring back on Tuesday. But shares of the AI darling were trading lower once again on Wednesday, weighing on the S&amp;P 500 and Nasdaq Composite.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","SNVD.UK":"LS -1X NVIDIA","NVDS":"1.5倍做空NVDA ETF-Tradr","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","NVDU":"2倍做多NVDA ETF-Direxion","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4598":"佩洛西持仓","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4551":"寇图资本持仓","NVIW.SI":"NVDA 3xLongSG261006","NVDA":"英伟达","NVD":"2倍做空NVDA ETF-GraniteShares","NVD2.UK":"2X NVIDIA ETP","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","NVDY":"NVDA期权收益策略ETF-YieldMax","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","NVD3.UK":"LS 3X NVIDIA","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","3NVD.UK":"LS 3X NVIDIA","NVDD":"1倍做空NVDA ETF-Direxion","NVDS.UK":"LS -1X NVIDIA","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","GS":"高盛","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1923622291.USD":"Natixis Thematics Safety R/A USD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507463017","content_text":"Monday's trillion-dollar stock-market wipeout will be remembered as an opportunity to scoop up shares of some of the most valuable U.S. companies at a discount, according to a team of equity strategists at Goldman Sachs Group.In a report shared with MarketWatch on Wednesday, the Goldman team, led by chief global equity strategist Peter Oppenheimer, said that while the buzz surrounding China's DeepSeek has raised questions about Big Tech's AI investment binge, the fundamentals underpinning stocks' lofty valuations haven't changed.That means the latest correction in Big Tech names, the first since the fall, will likely remain just that - a correction. Not the start of a new bear market.\"In our view this is a correction and not the start of a sustained bear market,\" the Goldman team said in a report shared with MarketWatch.\"Most bear markets are triggered by expectations of falling profits driven by fears of recession. Our economists remain confident about world growth and remain above consensus on their forecasts for the US, putting the probability of recession in the next 12 months at 15%.\"ValuationsThe Goldman team acknowledged that U.S. stocks look particularly expensive right now. Both relative to history, and relative to their international peers.But these lofty valuations are justified by expectations for strong earnings growth in the U.S. Big Tech companies, most notably Nvidia Corp. $(NVDA)$, have seen their profits soar over the past couple of years.Now, other U.S. firms are expected to narrow that gap in 2025, as Goldman pointed out.While Big Tech stocks have helped skew valuations higher, most large-cap U.S. stocks look expensive relative to history.\"The dominance of [the] U.S. equity market, technology sector, and dominant companies, do not represent a bubble based on irrational exuberance but are rather a reflection of superior fundamentals,\" the Goldman team said.After sliding on Monday, Nvidia and the broader U.S. technology sector came roaring back on Tuesday. But shares of the AI darling were trading lower once again on Wednesday, weighing on the S&P 500 and Nasdaq Composite.","news_type":1,"symbols_score_info":{"NVDU":0.6,"3NVD.UK":0.6,"NVDD":0.6,"GS":1,"NVD3.UK":0.6,"NVD":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6,"NVDS":0.6,"NVD2.UK":0.6,"2NVD.UK":0.6,"SNVD.UK":0.6,"NVDY":0.6,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398155343004056,"gmtCreate":1738231030341,"gmtModify":1738231032380,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398155343004056","repostId":"319373232468168","repostType":1,"repost":{"id":319373232468168,"gmtCreate":1718981275177,"gmtModify":1719013801888,"author":{"id":"3527667618000160","authorId":"3527667618000160","name":"CaptainTiger","avatar":"https://static.tigerbbs.com/5d0e54b757b231beb8b11fd49de85317","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667618000160","idStr":"3527667618000160"},"themes":[],"title":"Rewards for Topic Survey and Answers for Tigers' Advice! ","htmlText":"🎉 Thank you all for participating in my topic survey! 🎉 💰 50 coins have already been sent to your account, please check it out. 🧾<a href=\"https://ttm.financial/U/3574752437126777\">@1PC</a><a href=\"https://ttm.financial/U/4156661886939422\">@2Damage</a><a href=\"https://ttm.financial/U/4166482068863812\">@Airwrecka</a><a href=\"https://ttm.financial/U/4102739969683940\">@AlpineSnow</a><a href=\"https://ttm.financial/U/4091884160412060\">@Aqa</a><a href=\"https://ttm.financial/U/3582175710040105\">@Axekay</a><a href=\"https://ttm.financial/U/3575367471914930\">@BTS</a><a href=\"https://ttm.financial/U/4140956865023802\">@Binarystorm</a><a href=\"https://ttm.financial/U/4089959749755630\">@Bioman21</a><a href=\"https://ttm.financial/U/3582019365824668\">@Blackninja</a>","listText":"🎉 Thank you all for participating in my topic survey! 🎉 💰 50 coins have already been sent to your account, please check it out. 🧾<a href=\"https://ttm.financial/U/3574752437126777\">@1PC</a><a href=\"https://ttm.financial/U/4156661886939422\">@2Damage</a><a href=\"https://ttm.financial/U/4166482068863812\">@Airwrecka</a><a href=\"https://ttm.financial/U/4102739969683940\">@AlpineSnow</a><a href=\"https://ttm.financial/U/4091884160412060\">@Aqa</a><a href=\"https://ttm.financial/U/3582175710040105\">@Axekay</a><a href=\"https://ttm.financial/U/3575367471914930\">@BTS</a><a href=\"https://ttm.financial/U/4140956865023802\">@Binarystorm</a><a href=\"https://ttm.financial/U/4089959749755630\">@Bioman21</a><a href=\"https://ttm.financial/U/3582019365824668\">@Blackninja</a>","text":"🎉 Thank you all for participating in my topic survey! 🎉 💰 50 coins have already been sent to your account, please check it out. 🧾@1PC@2Damage@Airwrecka@AlpineSnow@Aqa@Axekay@BTS@Binarystorm@Bioman21@Blackninja","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319373232468168","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398130238718512,"gmtCreate":1738224700158,"gmtModify":1738224702161,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398130238718512","repostId":"398128081080960","repostType":1,"repost":{"id":398128081080960,"gmtCreate":1738224652389,"gmtModify":1738224658064,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>&nbsp;","text":"$Apple(AAPL)$","images":[{"img":"https://community-static.tradeup.com/news/882ebeda1526818c226a90b5ed2bffa3","width":"1125","height":"1528"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398128081080960","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398128081080960,"gmtCreate":1738224652389,"gmtModify":1738224658064,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>&nbsp;","text":"$Apple(AAPL)$","images":[{"img":"https://community-static.tradeup.com/news/882ebeda1526818c226a90b5ed2bffa3","width":"1125","height":"1528"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/398128081080960","isVote":1,"tweetType":1,"viewCount":1020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":398084627837064,"gmtCreate":1738214109998,"gmtModify":1738214113917,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398084627837064","repostId":"2507202521","repostType":2,"repost":{"id":"2507202521","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":1738126744,"share":"https://ttm.financial/m/news/2507202521?lang=en_US&edition=fundamental","pubTime":"2025-01-29 12:59","market":"sg","language":"en","title":"Amazon Stock Sets a Record. Analysts Expect More Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=2507202521","media":"Dow Jones","summary":"$Amazon.com(AMZN)$ stock climbed to a record high on Tuesday, and analysts said investors could expect the good times to keep going in 2025.Shares of the e-commerce company closed 1.2% higher to a rec","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> stock climbed to a record high on Tuesday, and analysts said investors could expect the good times to keep going in 2025.</p><p>Shares of the e-commerce company closed 1.2% higher to a record $238.15, according to Dow Jones Market Data. The highest the stock traded during Tuesday&#39;s session was $241.77, a new intraday high. Tuesday&#39;s gains pushed Amazon&#39;s market cap to $2.504 trillion by the end of the session.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2a8d3d691360f5e1d84dd6cdde826881\" tg-width=\"560\" tg-height=\"240\"/></p><p>The stock&#39;s strong performance could reflect investor optimism ahead of Amazon&#39;s fourth-quarter results, which are slated for release on Feb. 6. Analysts surveyed by FactSet remain bullish: The average call among nearly 100 ratings is Buy or the equivalent.</p><p>Wedbush analysts reiterated a Outperform rating on the stock on Tuesday while lifting their target for the price to $280 from $260. The new price target suggests a potential upside of 16%.</p><p>Despite the overwhelmingly positive consensus view, Wedbush analysts expect Amazon stock to rocket even higher. The firm said Wall Street was too conservative following an exceptional year of profit growth.</p><p>&#34;While the bar is higher this year, we think Amazon is positioned to outperform expectations again in 2025, and our full year operating income estimate is 5% above consensus,&#34; the analysts wrote.</p><p>Wedbush also raised its forecast of fourth-quarter operating income to $20.7 billion from $19.9 billion, 9% ahead of the consensus call on the Street.</p><p>While Amazon&#39;s Project Kuiper satellite initiative, which is set for its first launch later this year, should contribute to expense growth in 2025, the analysts argued that the trajectory for costs is manageable. At the same time, they said, the company is working to increase monetization of its Fulfillment by Amazon service, even after management vowed not to raise fees this year.</p><p>Wedbush also sees limited risk from Amazon&#39;s spending on AI, saying &#34;the company has a number of levers in place to offset strategic investments.&#34;</p><p>In a Tuesday note, Morgan Stanley analysts identified several opportunities for longer-term gains. The firm rates Amazon stock at Outperform with a $280 price target.</p><p>Amazon stock gained 2.1% on Monday, vastly outperforming the Nasdaq, which fell 3.1% as tech stocks broadly slid. The declines came after an artificial intelligence chatbot from DeepSeek, a Chinese start-up, surpassed ChatGPT as the most downloaded free application on Apple&#39;s App Store.</p><p>DeepSeek&#39;s highly efficient model is a sign that the cost of training generative AI models is set to decline substantially, leading to faster generative-AI product innovation and greater availability, Morgan Stanley analysts wrote.</p><p>In their view, this should benefit Amazon and peers such as Meta Platforms, Alphabet, and Microsoft. Falling costs for computing and greater adoption of AI should boost returns on capital from the technology for the internet and software sectors, the Morgan Stanley analysts said.</p><p>Amazon&#39;s stock price has steadily ticked higher following the Nov. 5 election, gaining nearly 20%. The S&amp;P 500 has gained 4.9%, while the Dow Jones Industrial Average and Nasdaq Composite have risen 6.2% and 7%, respectively.</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>Amazon Stock Sets a Record. Analysts Expect More Gains</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\">\nAmazon Stock Sets a Record. Analysts Expect More Gains\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\">2025-01-29 12:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> stock climbed to a record high on Tuesday, and analysts said investors could expect the good times to keep going in 2025.</p><p>Shares of the e-commerce company closed 1.2% higher to a record $238.15, according to Dow Jones Market Data. The highest the stock traded during Tuesday&#39;s session was $241.77, a new intraday high. Tuesday&#39;s gains pushed Amazon&#39;s market cap to $2.504 trillion by the end of the session.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2a8d3d691360f5e1d84dd6cdde826881\" tg-width=\"560\" tg-height=\"240\"/></p><p>The stock&#39;s strong performance could reflect investor optimism ahead of Amazon&#39;s fourth-quarter results, which are slated for release on Feb. 6. Analysts surveyed by FactSet remain bullish: The average call among nearly 100 ratings is Buy or the equivalent.</p><p>Wedbush analysts reiterated a Outperform rating on the stock on Tuesday while lifting their target for the price to $280 from $260. The new price target suggests a potential upside of 16%.</p><p>Despite the overwhelmingly positive consensus view, Wedbush analysts expect Amazon stock to rocket even higher. The firm said Wall Street was too conservative following an exceptional year of profit growth.</p><p>&#34;While the bar is higher this year, we think Amazon is positioned to outperform expectations again in 2025, and our full year operating income estimate is 5% above consensus,&#34; the analysts wrote.</p><p>Wedbush also raised its forecast of fourth-quarter operating income to $20.7 billion from $19.9 billion, 9% ahead of the consensus call on the Street.</p><p>While Amazon&#39;s Project Kuiper satellite initiative, which is set for its first launch later this year, should contribute to expense growth in 2025, the analysts argued that the trajectory for costs is manageable. At the same time, they said, the company is working to increase monetization of its Fulfillment by Amazon service, even after management vowed not to raise fees this year.</p><p>Wedbush also sees limited risk from Amazon&#39;s spending on AI, saying &#34;the company has a number of levers in place to offset strategic investments.&#34;</p><p>In a Tuesday note, Morgan Stanley analysts identified several opportunities for longer-term gains. The firm rates Amazon stock at Outperform with a $280 price target.</p><p>Amazon stock gained 2.1% on Monday, vastly outperforming the Nasdaq, which fell 3.1% as tech stocks broadly slid. The declines came after an artificial intelligence chatbot from DeepSeek, a Chinese start-up, surpassed ChatGPT as the most downloaded free application on Apple&#39;s App Store.</p><p>DeepSeek&#39;s highly efficient model is a sign that the cost of training generative AI models is set to decline substantially, leading to faster generative-AI product innovation and greater availability, Morgan Stanley analysts wrote.</p><p>In their view, this should benefit Amazon and peers such as Meta Platforms, Alphabet, and Microsoft. Falling costs for computing and greater adoption of AI should boost returns on capital from the technology for the internet and software sectors, the Morgan Stanley analysts said.</p><p>Amazon&#39;s stock price has steadily ticked higher following the Nov. 5 election, gaining nearly 20%. The S&amp;P 500 has gained 4.9%, while the Dow Jones Industrial Average and Nasdaq Composite have risen 6.2% and 7%, respectively.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1206712785.SGD":"Aviva Investors - Multi-Strategy Target Return Ah SGD","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","BK4507":"流媒体概念","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4574":"无人驾驶","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","SG9999002232.USD":"Allianz Global High Payout USD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","AMZN":"亚马逊","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507202521","content_text":"Amazon.com stock climbed to a record high on Tuesday, and analysts said investors could expect the good times to keep going in 2025.Shares of the e-commerce company closed 1.2% higher to a record $238.15, according to Dow Jones Market Data. The highest the stock traded during Tuesday's session was $241.77, a new intraday high. Tuesday's gains pushed Amazon's market cap to $2.504 trillion by the end of the session.The stock's strong performance could reflect investor optimism ahead of Amazon's fourth-quarter results, which are slated for release on Feb. 6. Analysts surveyed by FactSet remain bullish: The average call among nearly 100 ratings is Buy or the equivalent.Wedbush analysts reiterated a Outperform rating on the stock on Tuesday while lifting their target for the price to $280 from $260. The new price target suggests a potential upside of 16%.Despite the overwhelmingly positive consensus view, Wedbush analysts expect Amazon stock to rocket even higher. The firm said Wall Street was too conservative following an exceptional year of profit growth.\"While the bar is higher this year, we think Amazon is positioned to outperform expectations again in 2025, and our full year operating income estimate is 5% above consensus,\" the analysts wrote.Wedbush also raised its forecast of fourth-quarter operating income to $20.7 billion from $19.9 billion, 9% ahead of the consensus call on the Street.While Amazon's Project Kuiper satellite initiative, which is set for its first launch later this year, should contribute to expense growth in 2025, the analysts argued that the trajectory for costs is manageable. At the same time, they said, the company is working to increase monetization of its Fulfillment by Amazon service, even after management vowed not to raise fees this year.Wedbush also sees limited risk from Amazon's spending on AI, saying \"the company has a number of levers in place to offset strategic investments.\"In a Tuesday note, Morgan Stanley analysts identified several opportunities for longer-term gains. The firm rates Amazon stock at Outperform with a $280 price target.Amazon stock gained 2.1% on Monday, vastly outperforming the Nasdaq, which fell 3.1% as tech stocks broadly slid. The declines came after an artificial intelligence chatbot from DeepSeek, a Chinese start-up, surpassed ChatGPT as the most downloaded free application on Apple's App Store.DeepSeek's highly efficient model is a sign that the cost of training generative AI models is set to decline substantially, leading to faster generative-AI product innovation and greater availability, Morgan Stanley analysts wrote.In their view, this should benefit Amazon and peers such as Meta Platforms, Alphabet, and Microsoft. Falling costs for computing and greater adoption of AI should boost returns on capital from the technology for the internet and software sectors, the Morgan Stanley analysts said.Amazon's stock price has steadily ticked higher following the Nov. 5 election, gaining nearly 20%. The S&P 500 has gained 4.9%, while the Dow Jones Industrial Average and Nasdaq Composite have risen 6.2% and 7%, respectively.","news_type":1,"symbols_score_info":{"AMZN":1.1}},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397774066221560,"gmtCreate":1738152653736,"gmtModify":1738152654962,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397774066221560","isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397634706444880,"gmtCreate":1738119764717,"gmtModify":1738119997458,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397634706444880","repostId":"1104928019","repostType":2,"repost":{"id":"1104928019","kind":"news","pubTimestamp":1738111169,"share":"https://ttm.financial/m/news/1104928019?lang=en_US&edition=fundamental","pubTime":"2025-01-29 08:39","market":"us","language":"en","title":"Why Tariffs Are a Key Wild Card for the Fed","url":"https://stock-news.laohu8.com/highlight/detail?id=1104928019","media":"The Wall Street Journal","summary":"A key question looms over the Federal Reserve as President Trump contemplates bolder uses for tariffs in his second term: How much would any price increases fuel expectations of higher inflation by the broader public?","content":"<div>\n<p>A key question looms over the Federal Reserve as President Trump contemplates bolder uses for tariffs in his second term: How much would any price increases fuel expectations of higher inflation by ...</p>\n\n<a href=\"https://www.wsj.com/economy/central-banking/the-trouble-with-tariffs-what-you-think-about-prices-matters-to-the-fed-a4c7acf7\">Source Link</a>\n\n</div>\n","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Tariffs Are a Key Wild Card for the Fed</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tariffs Are a Key Wild Card for the Fed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-29 08:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/economy/central-banking/the-trouble-with-tariffs-what-you-think-about-prices-matters-to-the-fed-a4c7acf7><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A key question looms over the Federal Reserve as President Trump contemplates bolder uses for tariffs in his second term: How much would any price increases fuel expectations of higher inflation by ...</p>\n\n<a href=\"https://www.wsj.com/economy/central-banking/the-trouble-with-tariffs-what-you-think-about-prices-matters-to-the-fed-a4c7acf7\">Source 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.wsj.com/economy/central-banking/the-trouble-with-tariffs-what-you-think-about-prices-matters-to-the-fed-a4c7acf7","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104928019","content_text":"A key question looms over the Federal Reserve as President Trump contemplates bolder uses for tariffs in his second term: How much would any price increases fuel expectations of higher inflation by the broader public?The Fed is widely expected to hold its benchmark interest rate steady at its two-day meeting that concludes Wednesday, taking a pause after cutting short-term rates by a full percentage point at its last three meetings.Since officials first cut rates in September, inflation has made uneven progress toward the central bank’s 2% goal. The labor market, meanwhile, has expanded steadily, dousing fears of a sudden weakening that flared last summer.When or whether the Fed resumes cuts rests in large part on the outlook for inflation which, in turn, could be shaped this year by whether Trump follows through on threats to raise tariffs. Last week, Trump said he was considering whether to impose higher duties on imports from Canada and Mexico by this Saturday.  Tariffs remain a key wild card for the Fed’s outlook because of concerns over how they could influence businesses’ and consumers’ expectations of future inflation.To be sure, the Fed ended up lowering rates in 2019 when Trump escalated a trade war the first time he was president. Fed Chair Jerome Powell and his colleagues feared the hit to business sentiment and investment from a trade war might swamp potential effects of higher prices from tariffs.Those tariffs were relatively small. To the extent they influenced economic activity, “they were not inflationary because that was not an inflationary period,” said Steven Kamin, who at the time oversaw the Fed’s international finance division and is now at the American Enterprise Institute.The Fed is likely to react differently this time around after any tariff increases take effect because the U.S. has just been through a period of great inflation.“Price setters and price payers are much more attuned to price pressures than they were back in 2018,” said Kamin. He said he expects the Fed “to indeed lean against tariff hikes much more in this round than the last” by holding interest rates higher than they would otherwise if tariff increases are enacted.Because the Fed hardly ever changes interest rates based on policy outcomes that haven’t happened, the Fed is unlikely to react until tariff increases materialize, Kamin said.Fed officials closely monitor inflation expectations, captured from both consumer surveys and market-based measures, because “if people expect inflation to be higher, they will respond and react differently, in a way that will drive more inflation,” said Cleveland Fed President Beth Hammack in an interview this month.For example, if landlords expect their costs to go up in the future, they will raise rents to get ahead of cost increases. Workers will negotiate for higher raises.A survey of consumers by the University of Michigan released last week showed inflation expectations have edged up since November’s election. Researchers who conducted the survey said consumers continued to spontaneously express that they were buying cars and other durable goods now to avoid future price increases.Investors’ expectations of inflation one and two years ahead have ticked up over the past few months, even though longer-run expectations are little changed, according to measures such as the two-year inflation break-even rate.The last time Trump was president and imposed tariffs on trading partners, expectations of future inflation were low and firmly anchored—or set in dry cement. The public had little experience with inflation, and that made businesses more hesitant to pass along price increases from tariffs.“They didn’t know how much business they would be losing” if they raised prices, said Hammack.But several years of high inflation triggered by the pandemic and a policy response that showered the economy with ultralow interest rates and fiscal stimulus have raised questions over whether the Fed could be as relaxed about an increase in prices. If the cement is wet, expectations of higher inflation in the future could sustain higher price growth. Because corporate management teams have been passing through higher costs, they have the experience of raising prices that they lacked five years ago. Even domestic producers that aren’t hit by tariffs could use higher import prices as an excuse for raising their own prices.“There’s more acceptance of prices going up because of what we’ve lived through,” said Hammack.Scott Bessent, who was confirmed Monday as Trump’s Treasury secretary, played down the prospects of higher consumer prices from tariffs at his confirmation hearing earlier this month. He said the dollar could strengthen against foreign currencies, offsetting part of the increased cost to U.S. importers, while foreign manufacturers could cut prices and consumers could shift their purchases to avoid any remaining cost increase.The centrality of expectations in the Fed’s view of the inflation-generating process means that how tariff increases are implemented could matter for how officials set interest rates.In 2018, Kamin and other Fed economists modeled the impact of a tariff increase and concluded the central bank could look through—or not react to—higher inflation readings so long as two conditions held: Households and businesses expected inflation to stay low, and the price increases flowed through the economy quickly.“If you did them all at once and never did them again, they would just be a one-time jump in the price level. You’d see a spike in inflation and then it would kind of go away,” said Fed governor Christopher Waller during a question-and-answer session at a conference in Europe earlier this month.But if tariff increases are applied at different times to different countries and on varying goods, it could be harder for the Fed to tease out whether prices are rising because of tariffs or whether broader macroeconomic forces were responsible.“Will it be a ‘one-and-done’ or will it be two years of a sequence of tariffs in many different sectors of the economy?” St. Louis Fed President Alberto Musalem said in an interview this month. “If it’s over two years, incrementally, every month or every two months, it gets harder to parse out.”To understand why Fed officials are so nervous about compromising the stability of inflation expectations, it helps to look at projections they made in December.At their last meeting, officials projected that underlying inflation would continue to decline to 2%, from around 2.8% at the end of last year, over the next two years despite steady economic activity and little slack—such as unemployed workers and idled factories—in the economy.Fed models say that with long-run inflation expectations anchored at a low level, “that will have a gravitational effect on inflation as people are setting wages and prices, and that will be enough to pull actual inflation down to 2%,” said William English, a former senior Fed adviser.A risk for the Fed is that, “in practice, it doesn’t really work,” said English, a professor at Yale School of Management. If inflation hangs out closer to 3% than to 2%, Fed officials are likely to conclude they need to hold rates at a high level for long enough to create more weakness in the economy to bring prices down.","news_type":1,"symbols_score_info":{".SPX":1.1,".IXIC":1.1,".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397679894192768,"gmtCreate":1738115231761,"gmtModify":1738115799663,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"title":"Selection - To The Moon","htmlText":"Find out more here: <a href=\"https://ttm.financial/m?utm_medium=tiger_community&amp;platform=iOS&amp;shareID=bb29dcb577e48370f86826d878fe0cb1&amp;invite=O8WZBV&amp;lang=en_US\">Selection - To The Moon</a> Selection - To The Moon","listText":"Find out more here: <a href=\"https://ttm.financial/m?utm_medium=tiger_community&amp;platform=iOS&amp;shareID=bb29dcb577e48370f86826d878fe0cb1&amp;invite=O8WZBV&amp;lang=en_US\">Selection - To The Moon</a> Selection - To The Moon","text":"Find out more here: Selection - To The Moon Selection - To The Moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397679894192768","isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397678842573312,"gmtCreate":1738114972688,"gmtModify":1738115754502,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397678842573312","repostId":"20230424084458664","repostType":13,"repost":{"supObjectId":"C20230424082827055","supType":16,"gid":"C20230424082827055","title":"Investment Journey with Tiger Trade.","desc":"Guide for your first investment","level":0,"speaker":"","content":"<p>Embark on a rewarding investment journey with Tiger Trade, tailored for first-time investors. Experience seamless trading, cutting-edge tools, and expert insights to help you navigate the world of investments with confidence and ease. Unleash your financial potential and build a solid foundation for a prosperous future.</p>","url":"https://static.tigerbbs.com/b36285fec9679353b0011936a0c6b59b","link":"https://laohu8.com/RN?name=RNCollege&page=%2Fcollege%2Fcourse&rndata=%7B%22gid%22%3A%22C20230424082827055%22%7D","material":{"gid":"20230424084458664","title":"How to start your first investment with Tiger Trade","url":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/b4f00b79243791581723809555/WSxit97MYA0A.mp4","desc":"","duration":"00:01:45","content_type":0,"thumbnail":"https://static.tigerbbs.com/3d381a99b07135ef65bf20a1df549a63","source_type":0,"extra":"{}","pv":1106,"thumbnail_two":"","rn_link":"https://laohu8.com/VIDEO/C20230424082827055/20230424084458664"},"cate_info":{},"is_hot":false,"sup_object_id":"C20230424082827055","sup_type":"C20230424082827055"},"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251277319049432,"gmtCreate":1702384230751,"gmtModify":1702385581460,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251277319049432","repostId":"251245307273264","repostType":1,"repost":{"id":251245307273264,"gmtCreate":1702347357710,"gmtModify":1702347635236,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"[KKR] How To Invest Tiktok and GoTo Ecommerce Combination Potential","htmlText":"Bytedance will combine its Indonesian TikTok shop business (which has a 5% market share in 2022) with GoTo’s e-commerce unit Tokopedia, as released in a statement on Monday (11 Dec) by both companies. With the new combination, TikTok will have a controlling 75% stake in that combination, which will run the shopping features of TikTok’s social media app in Indonesia. TikTok is using this deal to revive its online-shopping service in Indonesia, Southeast Asia’s largest retail arena. In September, Indonesia has announced regulation which has force TikTok to separate their payments from shopping. This announcement has TikTok to stop their ecommerce service which was gaining traction against competitors like <a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> and","listText":"Bytedance will combine its Indonesian TikTok shop business (which has a 5% market share in 2022) with GoTo’s e-commerce unit Tokopedia, as released in a statement on Monday (11 Dec) by both companies. With the new combination, TikTok will have a controlling 75% stake in that combination, which will run the shopping features of TikTok’s social media app in Indonesia. TikTok is using this deal to revive its online-shopping service in Indonesia, Southeast Asia’s largest retail arena. In September, Indonesia has announced regulation which has force TikTok to separate their payments from shopping. This announcement has TikTok to stop their ecommerce service which was gaining traction against competitors like <a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> and","text":"Bytedance will combine its Indonesian TikTok shop business (which has a 5% market share in 2022) with GoTo’s e-commerce unit Tokopedia, as released in a statement on Monday (11 Dec) by both companies. With the new combination, TikTok will have a controlling 75% stake in that combination, which will run the shopping features of TikTok’s social media app in Indonesia. TikTok is using this deal to revive its online-shopping service in Indonesia, Southeast Asia’s largest retail arena. In September, Indonesia has announced regulation which has force TikTok to separate their payments from shopping. This announcement has TikTok to stop their ecommerce service which was gaining traction against competitors like $Sea Ltd(SE)$ and","images":[{"img":"https://community-static.tradeup.com/news/2fb504ba558aab84168b948f787bdc46","width":"886","height":"641"},{"img":"https://community-static.tradeup.com/news/a9fca669abad670eb8e20ae0ba74849c","width":"915","height":"548"},{"img":"https://community-static.tradeup.com/news/b01043f17ca1906ee05d6b5edd4e119b","width":"949","height":"589"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251245307273264","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":398128081080960,"gmtCreate":1738224652389,"gmtModify":1738224658064,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>&nbsp;","text":"$Apple(AAPL)$","images":[{"img":"https://community-static.tradeup.com/news/882ebeda1526818c226a90b5ed2bffa3","width":"1125","height":"1528"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/398128081080960","isVote":1,"tweetType":1,"viewCount":1020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":398531619807656,"gmtCreate":1738323138041,"gmtModify":1738323141753,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> I'm just trying my luck with this one,","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> I'm just trying my luck with this one,","text":"$Advanced Micro Devices(AMD)$ $Advanced Micro Devices(AMD)$ I'm just trying my luck with this one,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398531619807656","isVote":1,"tweetType":1,"viewCount":2141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398238689100384,"gmtCreate":1738251178008,"gmtModify":1738251288958,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"title":"Deposit funds with Tiger Brokers to receive a S$1,000 welcome bonus!","htmlText":"Find out more here: <a href=\"https://sg.etasphere.com/sg/marketing/SGwelcomerewards-2025q1?actionID=d89b626aea92d0abf8e5a501ddec6b51&amp;skin=1&amp;os=iOS&amp;account_id=&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=de7b69267628cf78e694446539c31604&amp;invite=O8WZBV&amp;lang=en_US\">Deposit funds with Tiger Brokers to receive a S$1,000 welcome bonus!</a> Open an account and deposit funds at Tiger Brokers Singapore. 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Trade stocks, funds, ETFs, options, futures and other products in one place!","images":[{"img":"https://static.tigerbbs.com/a8cf620b81d2e1ca6327c06a356ec0bc"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398238689100384","isVote":1,"tweetType":1,"viewCount":2194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":398184109552272,"gmtCreate":1738238406403,"gmtModify":1738238457095,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"title":"To The moon - Become a Contributor","htmlText":"Find out more here: <a href=\"https://ttm.financial/activity/forapp/creative-guide/?skin=1&amp;os=iOS&amp;account_id=20231211023805161&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=4f15e0ef6c83d0097e832916ae5f8e0a&amp;invite=O8WZBV&amp;lang=en_US\">To The moon - Become a Contributor</a> Click to view this week's hot topics! Start posting and stand a chance to get cool rewards","listText":"Find out more here: <a href=\"https://ttm.financial/activity/forapp/creative-guide/?skin=1&amp;os=iOS&amp;account_id=20231211023805161&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=4f15e0ef6c83d0097e832916ae5f8e0a&amp;invite=O8WZBV&amp;lang=en_US\">To The moon - Become a Contributor</a> Click to view this week's hot topics! Start posting and stand a chance to get cool rewards","text":"Find out more here: To The moon - Become a Contributor Click to view this week's hot topics! Start posting and stand a chance to get cool rewards","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398184109552272","isVote":1,"tweetType":1,"viewCount":1861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399138736235112,"gmtCreate":1738471468234,"gmtModify":1738590243172,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>&nbsp;","text":"$Advanced Micro Devices(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/399138736235112","repostId":"2507975983","repostType":2,"repost":{"id":"2507975983","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1738287141,"share":"https://ttm.financial/m/news/2507975983?lang=en_US&edition=fundamental","pubTime":"2025-01-31 09:32","market":"us","language":"en","title":"BRIEF-NAB Says Co And Amazon Launch Payto Payment For Amazon.Com.Au Customers","url":"https://stock-news.laohu8.com/highlight/detail?id=2507975983","media":"Reuters","summary":"BRIEF-NAB Says Co And Amazon Launch Payto Payment For Amazon.Com.Au CustomersJan 31 (Reuters) - National Australia Bank NAB.AX:NAB AND AMAZON LAUNCH PAYTO PAYMENT FOR AMAZON.COM.AU CUSTOMERSFurther company coverage: AMZN.O ((Reuters.Briefs@thomsonreuters.com;;))","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BRIEF-NAB Says Co And Amazon Launch Payto Payment For Amazon.Com.Au Customers</title></head><body><p><span>Jan 31 (Reuters)</span><span> - </span>National Australia Bank <span>NAB.AX</span>:</p><ul><li><p>NAB AND AMAZON LAUNCH PAYTO PAYMENT FOR AMAZON.COM.AU CUSTOMERS</p></li></ul><p>Further company coverage: <span>AMZN.O</span></p><p> ((Reuters.Briefs@thomsonreuters.com;;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BRIEF-NAB Says Co And Amazon Launch Payto Payment For Amazon.Com.Au Customers</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\">\nBRIEF-NAB Says Co And Amazon Launch Payto Payment For Amazon.Com.Au Customers\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-01-31 09:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BRIEF-NAB Says Co And Amazon Launch Payto Payment For Amazon.Com.Au Customers</title></head><body><p><span>Jan 31 (Reuters)</span><span> - </span>National Australia Bank <span>NAB.AX</span>:</p><ul><li><p>NAB AND AMAZON LAUNCH PAYTO PAYMENT FOR AMAZON.COM.AU CUSTOMERS</p></li></ul><p>Further company coverage: <span>AMZN.O</span></p><p> ((Reuters.Briefs@thomsonreuters.com;;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","AMZN":"亚马逊","BK4548":"巴美列捷福持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","USAW.SI":"AMZN 3xLongSG261006","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","BK4581":"高盛持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4527":"明星科技股","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0072462426.USD":"贝莱德全球配置 A2","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4585":"ETF&股票定投概念","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - 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National Australia Bank NAB.AX:NAB AND AMAZON LAUNCH PAYTO PAYMENT FOR AMAZON.COM.AU CUSTOMERSFurther company coverage: AMZN.O ((Reuters.Briefs@thomsonreuters.com;;))","news_type":1,"symbols_score_info":{"USAW.SI":0.6,"AMZN":0.9,"NAB.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":2023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398532924650040,"gmtCreate":1738323299542,"gmtModify":1738323301530,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398532924650040","repostId":"1135018317","repostType":2,"repost":{"id":"1135018317","kind":"news","pubTimestamp":1738321988,"share":"https://ttm.financial/m/news/1135018317?lang=en_US&edition=fundamental","pubTime":"2025-01-31 19:13","market":"us","language":"en","title":"AMD: Why I Doubled My Position After DeepSeek Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=1135018317","media":"Seeking Alpha","summary":"SummaryAMD shares fell to a 1-year low this week due to DeepSeek's AI chat assistant news, but I believe demand for AMD's AI products will remain strong in 2025.I doubled my AMD position because the m","content":"<html><head></head><body><h2 id=\"id_2301459152\">Summary</h2><ul style=\"\"><li><p>AMD shares fell to a 1-year low this week due to DeepSeek&#39;s AI chat assistant news, but I believe demand for AMD&#39;s AI products will remain strong in 2025.</p></li><li><p>I doubled my AMD position because the market is irrational and AMD is gaining ground in the AI accelerator market with surging Data Center revenues.</p></li><li><p>AMD&#39;s aggressive AI investments are paying off, showing significant Data Center revenue growth, and the stock is trading at a near-50% discount to its historical P/E ratio.</p></li><li><p>Despite DeepSeek&#39;s market impact, I remain confident in AMD&#39;s AI accelerators&#39; demand, making AMD shares attractively priced amid recent downgrades.</p></li></ul><p>Shares of <a href=\"https://laohu8.com/S/AMD\">AMD</a> tumbled to a fresh 1-year low on Tuesday after an AI start-up company named DeepSeek made global news for its latest AI chat assistant. AMD, just like Nvidia (NVDA), slumped on Monday on the DeepSeek news which triggered panicked headlines and deep concerns in some parts of the stock market about AI spending and GPU sales. However, I believe not much is going to change for AMD or Nvidia, and both companies are going to continue to see surging demand for their AI products. While I still like Nvidia a lot due to its moat in the AI GPU market, AMD has seen highly encouraging momentum in the Data Center segment and shares are now trading at a near-50% discount to the 1-year average P/E ratio, indicating that sentiment has swung too much to the bearish side... which may reveal a contrarian investment setup!</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b92568f58f6bae4fc57adf24dba5bf48\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"439\"/><span>Data by YCharts</span></p><h2 id=\"id_1073761465\">Previous rating</h2><p>I previously called attention to AMD’s already low valuation in my work -- The Valuation Makes No Sense -- which was published last month and well before the recent DeepSeek disaster that shook up AI stocks. While DeepSeek made a splash, I believe AMD and Nvidia are going to see increasing demand for their GPUs and AI accelerators going forward, and the DeepSeek appearance is not going to change this. AMD also held up much better than Nvidia during the latest sell-off, indicating that investors may be too bearish on the chipmaker.</p><h2 id=\"id_692351424\">Why I doubled down on AMD and increased my position by 2x after the DeepSeek news</h2><p>I doubled my position in AMD this week, mainly because the market currently does not seem to be very forward-looking and rational when it comes to AI stocks. DeepSeek made global headlines this week for the efficiency of its AI model, which caused valuations for AI companies like Nvidia or AMD to tumble. Additionally, AMD attracted another down-grade this week which weighed on the company&#39;s valuation. However, AMD didn&#39;t drop as much as Nvidia on Monday, indicating that we may see a bottom for AMD&#39;s shares very soon.</p><p>AMD is now so attractively priced, in my opinion, that the valuation incorporates an excess safety margin. This is mainly due to the fact that AMD has really started to excel in the Data Center business in the last two quarters, and I don&#39;t believe AMD gets enough credit for this achievement. To remind investors, AMD generated 25% Q/Q Data Center revenue growth in the quarter ending September 2024 compared to a 17% Q/Q growth rate for Nvidia.</p><p>The difference in Data Center growth between AMD and Nvidia was 8 PP in the last quarter and 5 PP in the quarter before that (in favor of AMD). As recently as the first-quarter of AMD’s FY 2024, Nvidia had a more than 20 PP Q/Q growth advantage over AMD. In other words, AMD has fundamentally caught up to Nvidia in Data Center growth, although the consolidated top line does not yet show the massive progress that AMD has made.</p><p>Nvidia also has a distinct advantage over AMD in terms of operating cash flow and net income growth, but given AMD&#39;s Instinct ramp in FY 2025, the chipmaker has considerably more potential for growth in the Data Center segment than Nvidia, in my opinion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/599db606c3caf04f8ef930350684fae5\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"525\"/><span>Data by YCharts</span></p><p>The reason is that AMD has made aggressive investments into its AI accelerator pipeline, which has started to pay off in 2024... and the current year could show many more positive surprises. Nvidia has still a considerable advantage in terms of the pure size of its gross profits and its gross margins, but AMD is starting to catch up and the company&#39;s earnings report for the fourth-quarter, expected on February 4, 2025, is likely going to be a very strong one, in terms of both Data Center top line and earnings growth. In the most recent quarter, September, AMD generated a gross margin of 50% which was about one-third lower than Nvidia&#39;s margins. With the launch of higher-price AI accelerators in the Instinct series, however, AMD has a strong catalyst for sequential gross profit (margin) growth when it reports earnings next week.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca4584911e4e2d2ad17038339713c28c\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"525\"/><span>Data by YCharts</span></p><p>For the fourth-quarter, AMD is expected to report $1.09 per-share in earnings, which would calculate to a 41% year-over-year growth rate. Earnings momentum is still very much positive, but earnings estimates have started to fall lately, as more analysts expect gains from AMD&#39;s Instinct ramp to fall into FY 2025. I believe, however, as Instinct chip deliveries ramped up in Q4&#39;24, that AMD has an excellent chance to beat low EPS estimates and could see a strong reaction when it reports earnings on February 4, 2025.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2db76ac8e7a0f1000d262fb0023cdeb1\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"229\"/><span>Seeking Alpha</span></p><h2 id=\"id_1031374504\">AMD statement on DeepSeek and product pipeline</h2><p>AMD issued a statement after DeepSeek&#39;s splash this week, saying that DeepSeek R1 can be run on AMD Ryzen AI CPUs and Radeon GPUs. DeepSeek shows that AI models are getting more efficient and, likely, cheaper, which means that demand for AI accelerators and GPUs is only going to grow. Nvidia also issued a statement in which it indicated that the appearance of DeepSeek is an opportunity for growth in the GPU market, rather than a threat.</p><p>AMD is obviously set to benefit from these strengthening trends with its new AMD Instinct MI325X and MI350X accelerators, which AMD is going to ramp in FY 2025. The chipmaker has also previously stated that it will move towards a faster product-release cycle in order to bring technological progress to consumers and enterprise customers at a faster pace. The MI350X is set to launch in the second half of FY 2025 and the next-gen MI400X AI accelerator will likely be available in FY 2026. With an increasing filled product pipeline and surging demand for AI accelerators/GPUs, AMD is set to see strong growth in FY 2025 and investors should consider buying the drop, in my opinion.</p><h2 id=\"id_3356606391\">AMD’s valuation implies a near-50% discount to 1-year average P/E</h2><p>Both Nvidia’s and AMD&#39;s valuation corrected to the downside this week, but AMD is in more of a downtrend than Nvidia, despite the ramp in the Data Center business. AMD is currently priced at a forward price-to-earnings ratio of 16.6X (forward meaning FY 2026 earnings). After Nvidia’s share price slumped 17% on Monday and recovered 9% again on Tuesday in a strong recovery rally, the semiconductor company is valued at a forward earnings multiplier of 29.0X.</p><p>AMD traded at an average 1-year P/E ratio of 30.8X which means the current valuation is about 46% below the valuation average of the last year... indicating that a major, unjustified change in investor sentiment has taken hold that is not defensible, in my opinion, based off of the strength of AMD&#39;s fundamentals.</p><p>While investors may have been overly bullish on AMD at the beginning of the firm&#39;s Instinct ramp in the first half of FY 2024, I believe the pendulum has swung too far to the other side, creating a kind of contrarian investment setup. In my last work on AMD, I calculated a fair value of AMD of at least $216 per-share, which I still believe is a realistic long-term value for the chipmaker. If AMD were to revalue to its 1-year average P/E ratio, shares could be valued at $212 per-share, which is very close to my longer-term valuation target for the chipmaker.</p><p>While AMD may be out of favor for now due to a range of reasons -- stock down-grades, uncertain impact of DeepSeek and other models, such as Alibaba&#39;s Qwen 2.5-VL, and an underappreciated Data Center ramp -- I believe the long-term outlook for AMD (and Nvidia) is one that will be defined by gradually increasing demand for higher GPU/AI accelerator shipments. This is set to benefit AMD as well as Nvidia and with AMD also set to report earnings next week, the chipmaker could have a revaluation catalyst as well.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c4a87490b99bb91814296f6340fc3497\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"525\"/><span>Data by YCharts</span></p><h2 id=\"id_3644382295\">Risks with AMD</h2><p>The biggest risk for AMD is a potential shrinking of the growth advantage over Nvidia that the company has achieved, especially in the last two quarters, in the Data Center segment. AMD is still going to benefit from growing chip sales and the appearance of DeepSeek, in my opinion, is not fundamentally changing the outlook for AMD&#39;s AI accelerator shipments... which I continue to expect to ramp up drastically in FY 2025. What would change my mind about AMD is if the company were to see moderating growth in Data Centers and its gross margins declined in FY 2025.</p><h2 id=\"id_2988244293\">Final thoughts</h2><p>DeepSeek is a new AI model that made a major splash this week. However, the appearance of this model indicates to me that demand for AI accelerators is going to <em>increase</em>, not <em>decrease</em> going forward. Lower compute intensity will further innovation in the market for GPUs and AI accelerators, which should also help AMD ramp up shipments in FY 2025, especially with new models slated to get released.</p><p>Companies, especially in the U.S., will continue to need U.S.-manufactured AI GPU’s and accelerators in order to run the latest AI models and applications. In my opinion, DeepSeek as well as other AI models like Alibaba&#39;s Qwen 2.5-VL will only accelerate the transition to more powerful AI models long term, which means demand for chips will also grow. In terms of valuation, I believe the pendulum has too far swung to the bearish side and AMD may now be in a textbook contrarian investment setup.</p></body></html>","source":"lsy1728464409321","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>AMD: Why I Doubled My Position After DeepSeek Sell-Off</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\">\nAMD: Why I Doubled My Position After DeepSeek Sell-Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-31 19:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4753256-amd-why-i-doubled-my-position-after-deepseek-sell-off><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAMD shares fell to a 1-year low this week due to DeepSeek's AI chat assistant news, but I believe demand for AMD's AI products will remain strong in 2025.I doubled my AMD position because the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4753256-amd-why-i-doubled-my-position-after-deepseek-sell-off\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4753256-amd-why-i-doubled-my-position-after-deepseek-sell-off","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135018317","content_text":"SummaryAMD shares fell to a 1-year low this week due to DeepSeek's AI chat assistant news, but I believe demand for AMD's AI products will remain strong in 2025.I doubled my AMD position because the market is irrational and AMD is gaining ground in the AI accelerator market with surging Data Center revenues.AMD's aggressive AI investments are paying off, showing significant Data Center revenue growth, and the stock is trading at a near-50% discount to its historical P/E ratio.Despite DeepSeek's market impact, I remain confident in AMD's AI accelerators' demand, making AMD shares attractively priced amid recent downgrades.Shares of AMD tumbled to a fresh 1-year low on Tuesday after an AI start-up company named DeepSeek made global news for its latest AI chat assistant. AMD, just like Nvidia (NVDA), slumped on Monday on the DeepSeek news which triggered panicked headlines and deep concerns in some parts of the stock market about AI spending and GPU sales. However, I believe not much is going to change for AMD or Nvidia, and both companies are going to continue to see surging demand for their AI products. While I still like Nvidia a lot due to its moat in the AI GPU market, AMD has seen highly encouraging momentum in the Data Center segment and shares are now trading at a near-50% discount to the 1-year average P/E ratio, indicating that sentiment has swung too much to the bearish side... which may reveal a contrarian investment setup!Data by YChartsPrevious ratingI previously called attention to AMD’s already low valuation in my work -- The Valuation Makes No Sense -- which was published last month and well before the recent DeepSeek disaster that shook up AI stocks. While DeepSeek made a splash, I believe AMD and Nvidia are going to see increasing demand for their GPUs and AI accelerators going forward, and the DeepSeek appearance is not going to change this. AMD also held up much better than Nvidia during the latest sell-off, indicating that investors may be too bearish on the chipmaker.Why I doubled down on AMD and increased my position by 2x after the DeepSeek newsI doubled my position in AMD this week, mainly because the market currently does not seem to be very forward-looking and rational when it comes to AI stocks. DeepSeek made global headlines this week for the efficiency of its AI model, which caused valuations for AI companies like Nvidia or AMD to tumble. Additionally, AMD attracted another down-grade this week which weighed on the company's valuation. However, AMD didn't drop as much as Nvidia on Monday, indicating that we may see a bottom for AMD's shares very soon.AMD is now so attractively priced, in my opinion, that the valuation incorporates an excess safety margin. This is mainly due to the fact that AMD has really started to excel in the Data Center business in the last two quarters, and I don't believe AMD gets enough credit for this achievement. To remind investors, AMD generated 25% Q/Q Data Center revenue growth in the quarter ending September 2024 compared to a 17% Q/Q growth rate for Nvidia.The difference in Data Center growth between AMD and Nvidia was 8 PP in the last quarter and 5 PP in the quarter before that (in favor of AMD). As recently as the first-quarter of AMD’s FY 2024, Nvidia had a more than 20 PP Q/Q growth advantage over AMD. In other words, AMD has fundamentally caught up to Nvidia in Data Center growth, although the consolidated top line does not yet show the massive progress that AMD has made.Nvidia also has a distinct advantage over AMD in terms of operating cash flow and net income growth, but given AMD's Instinct ramp in FY 2025, the chipmaker has considerably more potential for growth in the Data Center segment than Nvidia, in my opinion.Data by YChartsThe reason is that AMD has made aggressive investments into its AI accelerator pipeline, which has started to pay off in 2024... and the current year could show many more positive surprises. Nvidia has still a considerable advantage in terms of the pure size of its gross profits and its gross margins, but AMD is starting to catch up and the company's earnings report for the fourth-quarter, expected on February 4, 2025, is likely going to be a very strong one, in terms of both Data Center top line and earnings growth. In the most recent quarter, September, AMD generated a gross margin of 50% which was about one-third lower than Nvidia's margins. With the launch of higher-price AI accelerators in the Instinct series, however, AMD has a strong catalyst for sequential gross profit (margin) growth when it reports earnings next week.Data by YChartsFor the fourth-quarter, AMD is expected to report $1.09 per-share in earnings, which would calculate to a 41% year-over-year growth rate. Earnings momentum is still very much positive, but earnings estimates have started to fall lately, as more analysts expect gains from AMD's Instinct ramp to fall into FY 2025. I believe, however, as Instinct chip deliveries ramped up in Q4'24, that AMD has an excellent chance to beat low EPS estimates and could see a strong reaction when it reports earnings on February 4, 2025.Seeking AlphaAMD statement on DeepSeek and product pipelineAMD issued a statement after DeepSeek's splash this week, saying that DeepSeek R1 can be run on AMD Ryzen AI CPUs and Radeon GPUs. DeepSeek shows that AI models are getting more efficient and, likely, cheaper, which means that demand for AI accelerators and GPUs is only going to grow. Nvidia also issued a statement in which it indicated that the appearance of DeepSeek is an opportunity for growth in the GPU market, rather than a threat.AMD is obviously set to benefit from these strengthening trends with its new AMD Instinct MI325X and MI350X accelerators, which AMD is going to ramp in FY 2025. The chipmaker has also previously stated that it will move towards a faster product-release cycle in order to bring technological progress to consumers and enterprise customers at a faster pace. The MI350X is set to launch in the second half of FY 2025 and the next-gen MI400X AI accelerator will likely be available in FY 2026. With an increasing filled product pipeline and surging demand for AI accelerators/GPUs, AMD is set to see strong growth in FY 2025 and investors should consider buying the drop, in my opinion.AMD’s valuation implies a near-50% discount to 1-year average P/EBoth Nvidia’s and AMD's valuation corrected to the downside this week, but AMD is in more of a downtrend than Nvidia, despite the ramp in the Data Center business. AMD is currently priced at a forward price-to-earnings ratio of 16.6X (forward meaning FY 2026 earnings). After Nvidia’s share price slumped 17% on Monday and recovered 9% again on Tuesday in a strong recovery rally, the semiconductor company is valued at a forward earnings multiplier of 29.0X.AMD traded at an average 1-year P/E ratio of 30.8X which means the current valuation is about 46% below the valuation average of the last year... indicating that a major, unjustified change in investor sentiment has taken hold that is not defensible, in my opinion, based off of the strength of AMD's fundamentals.While investors may have been overly bullish on AMD at the beginning of the firm's Instinct ramp in the first half of FY 2024, I believe the pendulum has swung too far to the other side, creating a kind of contrarian investment setup. In my last work on AMD, I calculated a fair value of AMD of at least $216 per-share, which I still believe is a realistic long-term value for the chipmaker. If AMD were to revalue to its 1-year average P/E ratio, shares could be valued at $212 per-share, which is very close to my longer-term valuation target for the chipmaker.While AMD may be out of favor for now due to a range of reasons -- stock down-grades, uncertain impact of DeepSeek and other models, such as Alibaba's Qwen 2.5-VL, and an underappreciated Data Center ramp -- I believe the long-term outlook for AMD (and Nvidia) is one that will be defined by gradually increasing demand for higher GPU/AI accelerator shipments. This is set to benefit AMD as well as Nvidia and with AMD also set to report earnings next week, the chipmaker could have a revaluation catalyst as well.Data by YChartsRisks with AMDThe biggest risk for AMD is a potential shrinking of the growth advantage over Nvidia that the company has achieved, especially in the last two quarters, in the Data Center segment. AMD is still going to benefit from growing chip sales and the appearance of DeepSeek, in my opinion, is not fundamentally changing the outlook for AMD's AI accelerator shipments... which I continue to expect to ramp up drastically in FY 2025. What would change my mind about AMD is if the company were to see moderating growth in Data Centers and its gross margins declined in FY 2025.Final thoughtsDeepSeek is a new AI model that made a major splash this week. However, the appearance of this model indicates to me that demand for AI accelerators is going to increase, not decrease going forward. Lower compute intensity will further innovation in the market for GPUs and AI accelerators, which should also help AMD ramp up shipments in FY 2025, especially with new models slated to get released.Companies, especially in the U.S., will continue to need U.S.-manufactured AI GPU’s and accelerators in order to run the latest AI models and applications. In my opinion, DeepSeek as well as other AI models like Alibaba's Qwen 2.5-VL will only accelerate the transition to more powerful AI models long term, which means demand for chips will also grow. In terms of valuation, I believe the pendulum has too far swung to the bearish side and AMD may now be in a textbook contrarian investment setup.","news_type":1,"symbols_score_info":{"AMD":1.1}},"isVote":1,"tweetType":1,"viewCount":1966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398238766543336,"gmtCreate":1738251473055,"gmtModify":1738251477164,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398238766543336","repostId":"1189125333","repostType":2,"repost":{"id":"1189125333","kind":"news","pubTimestamp":1738249562,"share":"https://ttm.financial/m/news/1189125333?lang=en_US&edition=fundamental","pubTime":"2025-01-30 23:06","market":"us","language":"en","title":"Tesla Stock Turns Negative as Results Miss Targets","url":"https://stock-news.laohu8.com/highlight/detail?id=1189125333","media":"Bloomberg","summary":"$Tesla Inc.(TSLA)$ revealed plans to begin robotaxi operations and forecast a sales recovery this year, fueling what Elon Musk predicted would be an “epic” period of growth for the electric vehicle ma","content":"<div>\n<p>Tesla Inc. revealed plans to begin robotaxi operations and forecast a sales recovery this year, fueling what Elon Musk predicted would be an “epic” period of growth for the electric vehicle maker....</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-29/tesla-fourth-quarter-profit-misses-wall-street-s-estimates?srnd=homepage-asia\">Source Link</a>\n\n</div>\n","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>Tesla Stock Turns Negative as Results Miss Targets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Turns Negative as Results Miss Targets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 23:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-01-29/tesla-fourth-quarter-profit-misses-wall-street-s-estimates?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc. revealed plans to begin robotaxi operations and forecast a sales recovery this year, fueling what Elon Musk predicted would be an “epic” period of growth for the electric vehicle maker....</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-29/tesla-fourth-quarter-profit-misses-wall-street-s-estimates?srnd=homepage-asia\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2025-01-29/tesla-fourth-quarter-profit-misses-wall-street-s-estimates?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189125333","content_text":"Tesla Inc. revealed plans to begin robotaxi operations and forecast a sales recovery this year, fueling what Elon Musk predicted would be an “epic” period of growth for the electric vehicle maker.Adjusted earnings were 73 cents a share for the quarter, missing analysts’ average estimates of 75 cents.The shares fell 1.1% after an initial rally of 6% on Thursday.The chief executive officer cited advancements in vehicle autonomy and new model plans, and in its earnings report the company predicted a “return to growth in 2025.” Musk described a future that focused on driverless cars, humanoid robots and artificial intelligence. The comments largely sidestepped the actual sales and profit results, which missed Wall Street’s expectations for the final three months of a tumultuous 2024.Tesla plans to launch its autonomous ride-hailing service in Austin in June and then in other cities by the end of the year.“This is not some far off mythical situation,” Musk said on the company’s call with analysts. “It’s literally five months away.”Tesla offered few new details on key questions, such as the impending launch of a more-affordable vehicle or specifics on the company’s sales forecasts. Musk spent much of the call talking about Optimus, Tesla’s humanoid robot, while downplaying the impact of costly manufacturing changes and last year’s first annual decline in vehicle sales in over a decade.“We’re building the manufacturing lines and I think setting up for what I think will be an epic 2026 and a ridiculous ’27 and ’28,” Musk said. “Ridiculously good. That is my prediction.”Musk steered clear of US politics, a marked change from previous earnings calls that waded into inflation, industrial policy and the US election. Musk donated more than $250 million to support President Donald Trump’s election and other Republican causes, making him the largest private donor and vaulting him into prime position as a key adviser to Trump and the leader of a new cost-cutting initiative named the Department of Government Efficiency, or DOGE.Minutes before the earnings call started, Musk was rapidly firing off X posts on his social media service about President Trump’s recent moves to cut the federal workforce and deport undocumented immigrants. Musk paused posting on X for the duration of the call, but started again minutes after it ended with a post about Trump’s executive order cutting federal funding in K-12 schools that teach topics related to race, sex, gender or politics.Despite Musk’s support for Trump, Tesla said it’s bracing for tariffs from the new administration.“The imposition of tariffs, which is very likely, will have an impact on our business and our profitability,” Chief Financial Officer Vaibhav Taneja said.The company didn’t mention Trump’s moves to overhaul US fuel-efficiency standards that give consumers incentives to buy electric and hybrid vehicles.FSD PlansMusk said Tesla will start offering “unsupervised Full Self-Driving” in Austin in June, adding he’s confident the service, which he described as “autonomous ride hailing for money,” will arrive in California and “many regions” of the US by the end of this year.Musk predicted Tesla owners would eventually be able to add their cars to the fleet unsupervised, Airbnb-style.Tesla previously said in October it aimed to launch both unsupervised FSD and autonomous ride-hailing in California and Texas this year.Musk pointed to regulations as a potential constraint for the service.Tesla has long sold a suite of features that it calls Full Self-Driving, or FSD, which requires constant driver supervision and isn’t considered fully autonomous. Musk also has a track record of blowing past product timelines, particularly for self-driving technology.Autonomous vehicles face a number of regulatory hurdles, and Tesla’s Cybercab, which lacks pedals or a steering wheel, would require an exemption from existing rules. It would be limited to 2,500 vehicles under current federal standards. Musk has previously called for a national pathway for federal approval.States also have their own patchwork of rules for regulating autonomous vehicles, including California, where Tesla has a permit to test them with a driver. The state could be a more challenging environment than places such as Texas, which has fewer hurdles.Tesla has given little details on how it aims to roll out the service. The Texas Department of Licensing and Regulation doesn’t currently list Tesla as a rideshare licensee. Musk said Tesla wants the service to be “way safer” than human drivers.Tesla’s plan to sell more affordable vehicles remains on track, the company said, with production set to start in the first half of this year. The Cybercab also is on track for 2026.The company said it plans to make the new vehicles using a mix of current production methods and a next-generation platform. The strategy will lead to higher costs than previously expected but will allow Tesla to expand vehicle volumes more efficiently during “uncertain times.”Lowered BarGarrett Nelson, an analyst with CFRA, said Tesla’s outlook for vehicle sales growth this year resonated with investors because it appeared more realistic than Musk’s earlier pledge of growth for growth of as much as 30%.“The bar has been lowered to much more achievable levels, so therefore they are much more likely to hit it going forward,” Nelson said.He added that Musk’s relationship with Trump is also seen as a positive as Tesla focuses on autonomy and the potential for changes to federal regulations.“Musk has the president’s ear,” Nelson said. “He’s going to have a major place at the table as far as what the regulatory framework looks like — and we think it will be favorable to Tesla.”In other data from the company’s fourth quarter, the company reported $692 million in revenue from the sale of regulatory credits to car manufacturers that need to comply with strict pollution standards. That’s below the $739 million it reported in the previous quarter.Adjusted earnings were 73 cents a share for the quarter, missing analysts’ average estimates of 75 cents.Taneja said that the net income was impacted by a $600 million mark-to-market benefit from Bitcoin due to the adoption of new accounting standards for digital assets.","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":2309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398223273701936,"gmtCreate":1738247413778,"gmtModify":1738247418133,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/9000000000000520\">@HKEX_Comments</a> WASHINGTON&nbsp;","listText":"<a href=\"https://ttm.financial/U/9000000000000520\">@HKEX_Comments</a> WASHINGTON&nbsp;","text":"@HKEX_Comments WASHINGTON","images":[{"img":"https://community-static.tradeup.com/news/c5e0e4ebeebfd1b33fcb8f43c65802d4","width":"1125","height":"2914"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398223273701936","isVote":1,"tweetType":1,"viewCount":2268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":398217383862808,"gmtCreate":1738246358498,"gmtModify":1738246362211,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398217383862808","repostId":"1132902966","repostType":2,"repost":{"id":"1132902966","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1738245752,"share":"https://ttm.financial/m/news/1132902966?lang=en_US&edition=fundamental","pubTime":"2025-01-30 22:02","market":"hk","language":"en","title":"Stock Track | Marvell Technology Soars 5.1% in Pre-market amid Positive Analyst Rating and Chip Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=1132902966","media":"Stock Track","summary":"Marvell Technology's stock surged 5.1% in pre-market trading on Thursday, fueled by a new Buy rating from Bank of America Securities analyst Vivek Arya and optimism surrounding the chip industry's prospects driven by the AI boom.The analyst reiterated a Buy rating on Marvell and set a price target of $150, indicating significant upside potential. Arya's positive outlook on the semiconductor company likely contributed to the stock's strong performance in the pre-market session.Additionally, chip ","content":"<p>Marvell Technology's stock surged 5.1% in pre-market trading on Thursday, fueled by a new Buy rating from Bank of America Securities analyst Vivek Arya and optimism surrounding the chip industry's prospects driven by the AI boom.</p>\n\n<p>The analyst reiterated a Buy rating on Marvell and set a price target of $150, indicating significant upside potential. Arya's positive outlook on the semiconductor company likely contributed to the stock's strong performance in the pre-market session.</p>\n\n<p>Additionally, chip stocks rallied in pre-market trading, with Broadcom gaining 5%, the SOXL semiconductor ETF up 3.9%, and ASML, Marvell, and Applied Materials all seeing gains. This broad-based strength in the chip sector, fueled by robust demand for AI-related products and services, may have further boosted investor sentiment towards Marvell.</p>","source":"ai_movement_en","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>Stock Track | Marvell Technology Soars 5.1% in Pre-market amid Positive Analyst Rating and Chip Demand</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\">\nStock Track | Marvell Technology Soars 5.1% in Pre-market amid Positive Analyst Rating and Chip Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2025-01-30 22:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Marvell Technology's stock surged 5.1% in pre-market trading on Thursday, fueled by a new Buy rating from Bank of America Securities analyst Vivek Arya and optimism surrounding the chip industry's prospects driven by the AI boom.</p>\n\n<p>The analyst reiterated a Buy rating on Marvell and set a price target of $150, indicating significant upside potential. Arya's positive outlook on the semiconductor company likely contributed to the stock's strong performance in the pre-market session.</p>\n\n<p>Additionally, chip stocks rallied in pre-market trading, with Broadcom gaining 5%, the SOXL semiconductor ETF up 3.9%, and ASML, Marvell, and Applied Materials all seeing gains. This broad-based strength in the chip sector, fueled by robust demand for AI-related products and services, may have further boosted investor sentiment towards Marvell.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRVL":"迈威尔科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132902966","content_text":"Marvell Technology's stock surged 5.1% in pre-market trading on Thursday, fueled by a new Buy rating from Bank of America Securities analyst Vivek Arya and optimism surrounding the chip industry's prospects driven by the AI boom.\nThe analyst reiterated a Buy rating on Marvell and set a price target of $150, indicating significant upside potential. Arya's positive outlook on the semiconductor company likely contributed to the stock's strong performance in the pre-market session.\nAdditionally, chip stocks rallied in pre-market trading, with Broadcom gaining 5%, the SOXL semiconductor ETF up 3.9%, and ASML, Marvell, and Applied Materials all seeing gains. This broad-based strength in the chip sector, fueled by robust demand for AI-related products and services, may have further boosted investor sentiment towards Marvell.","news_type":1,"symbols_score_info":{"MRVL":1}},"isVote":1,"tweetType":1,"viewCount":2394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398174479299168,"gmtCreate":1738235501787,"gmtModify":1738235505342,"author":{"id":"4165323592076522","authorId":"4165323592076522","name":"Who is me","avatar":"https://community-static.tradeup.com/news/d0c3bc9c33ce992921e19153541031e9","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4165323592076522","idStr":"4165323592076522"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398174479299168","repostId":"2507463017","repostType":2,"repost":{"id":"2507463017","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":1738165860,"share":"https://ttm.financial/m/news/2507463017?lang=en_US&edition=fundamental","pubTime":"2025-01-29 23:51","market":"fut","language":"en","title":"Why Goldman Sachs Says Investors Should Buy The Dip In U.S. Tech Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2507463017","media":"Dow Jones","summary":"DeepSeek complicates outlook for AI theme, but the fundamental case for stocks' lofty valuations hasn't changed. Monday's trillion-dollar stock-market wipeout will be remembered as an opportunity to scoop up shares of some of the most valuable U.S. companies at a discount, according to a team of equity strategists at Goldman Sachs Group.In a report shared with MarketWatch on Wednesday, the Goldman team, led by chief global equity strategist Peter Oppenheimer, said that while the buzz surrounding China's DeepSeek has raised questions about Big Tech's AI investment binge, the fundamentals underpinning stocks' lofty valuations haven't changed.\"In our view this is a correction and not the start of a sustained bear market,\" the Goldman team said in a report shared with MarketWatch.\"Most bear markets are triggered by expectations of falling profits driven by fears of recession. Our economists remain confident about world growth and remain above consensus on their forecasts for the US, puttin","content":"<html><head></head><body><p>Monday&#39;s trillion-dollar stock-market wipeout will be remembered as an opportunity to scoop up shares of some of the most valuable U.S. companies at a discount, according to a team of equity strategists at Goldman Sachs Group.</p><p>In a report shared with MarketWatch on Wednesday, the Goldman team, led by chief global equity strategist Peter Oppenheimer, said that while the buzz surrounding China&#39;s DeepSeek has raised questions about Big Tech&#39;s AI investment binge, the fundamentals underpinning stocks&#39; lofty valuations haven&#39;t changed.</p><p>That means the latest correction in Big Tech names, the first since the fall, will likely remain just that - a correction. Not the start of a new bear market.</p><p>&#34;In our view this is a correction and not the start of a sustained bear market,&#34; the Goldman team said in a report shared with MarketWatch.</p><p>&#34;Most bear markets are triggered by expectations of falling profits driven by fears of recession. Our economists remain confident about world growth and remain above consensus on their forecasts for the US, putting the probability of recession in the next 12 months at 15%.&#34;</p><h2 id=\"id_456102790\">Valuations</h2><p>The Goldman team acknowledged that U.S. stocks look particularly expensive right now. Both relative to history, and relative to their international peers.</p><p>But these lofty valuations are justified by expectations for strong earnings growth in the U.S. Big Tech companies, most notably Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, have seen their profits soar over the past couple of years.</p><p>Now, other U.S. firms are expected to narrow that gap in 2025, as Goldman pointed out.</p><p>While Big Tech stocks have helped skew valuations higher, most large-cap U.S. stocks look expensive relative to history.</p><p>&#34;The dominance of [the] U.S. equity market, technology sector, and dominant companies, do not represent a bubble based on irrational exuberance but are rather a reflection of superior fundamentals,&#34; the Goldman team said.</p><p>After sliding on Monday, Nvidia and the broader U.S. technology sector came roaring back on Tuesday. But shares of the AI darling were trading lower once again on Wednesday, weighing on the S&amp;P 500 and Nasdaq Composite.</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>Why Goldman Sachs Says Investors Should Buy The Dip In U.S. Tech Stocks</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\">\nWhy Goldman Sachs Says Investors Should Buy The Dip In U.S. Tech Stocks\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\">2025-01-29 23:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Monday&#39;s trillion-dollar stock-market wipeout will be remembered as an opportunity to scoop up shares of some of the most valuable U.S. companies at a discount, according to a team of equity strategists at Goldman Sachs Group.</p><p>In a report shared with MarketWatch on Wednesday, the Goldman team, led by chief global equity strategist Peter Oppenheimer, said that while the buzz surrounding China&#39;s DeepSeek has raised questions about Big Tech&#39;s AI investment binge, the fundamentals underpinning stocks&#39; lofty valuations haven&#39;t changed.</p><p>That means the latest correction in Big Tech names, the first since the fall, will likely remain just that - a correction. Not the start of a new bear market.</p><p>&#34;In our view this is a correction and not the start of a sustained bear market,&#34; the Goldman team said in a report shared with MarketWatch.</p><p>&#34;Most bear markets are triggered by expectations of falling profits driven by fears of recession. Our economists remain confident about world growth and remain above consensus on their forecasts for the US, putting the probability of recession in the next 12 months at 15%.&#34;</p><h2 id=\"id_456102790\">Valuations</h2><p>The Goldman team acknowledged that U.S. stocks look particularly expensive right now. Both relative to history, and relative to their international peers.</p><p>But these lofty valuations are justified by expectations for strong earnings growth in the U.S. Big Tech companies, most notably Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, have seen their profits soar over the past couple of years.</p><p>Now, other U.S. firms are expected to narrow that gap in 2025, as Goldman pointed out.</p><p>While Big Tech stocks have helped skew valuations higher, most large-cap U.S. stocks look expensive relative to history.</p><p>&#34;The dominance of [the] U.S. equity market, technology sector, and dominant companies, do not represent a bubble based on irrational exuberance but are rather a reflection of superior fundamentals,&#34; the Goldman team said.</p><p>After sliding on Monday, Nvidia and the broader U.S. technology sector came roaring back on Tuesday. But shares of the AI darling were trading lower once again on Wednesday, weighing on the S&amp;P 500 and Nasdaq Composite.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","SNVD.UK":"LS -1X NVIDIA","NVDS":"1.5倍做空NVDA ETF-Tradr","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","NVDU":"2倍做多NVDA ETF-Direxion","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4598":"佩洛西持仓","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4551":"寇图资本持仓","NVIW.SI":"NVDA 3xLongSG261006","NVDA":"英伟达","NVD":"2倍做空NVDA ETF-GraniteShares","NVD2.UK":"2X NVIDIA ETP","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","NVDY":"NVDA期权收益策略ETF-YieldMax","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","NVD3.UK":"LS 3X NVIDIA","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","3NVD.UK":"LS 3X NVIDIA","NVDD":"1倍做空NVDA ETF-Direxion","NVDS.UK":"LS -1X NVIDIA","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","GS":"高盛","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1923622291.USD":"Natixis Thematics Safety R/A USD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507463017","content_text":"Monday's trillion-dollar stock-market wipeout will be remembered as an opportunity to scoop up shares of some of the most valuable U.S. companies at a discount, according to a team of equity strategists at Goldman Sachs Group.In a report shared with MarketWatch on Wednesday, the Goldman team, led by chief global equity strategist Peter Oppenheimer, said that while the buzz surrounding China's DeepSeek has raised questions about Big Tech's AI investment binge, the fundamentals underpinning stocks' lofty valuations haven't changed.That means the latest correction in Big Tech names, the first since the fall, will likely remain just that - a correction. Not the start of a new bear market.\"In our view this is a correction and not the start of a sustained bear market,\" the Goldman team said in a report shared with MarketWatch.\"Most bear markets are triggered by expectations of falling profits driven by fears of recession. Our economists remain confident about world growth and remain above consensus on their forecasts for the US, putting the probability of recession in the next 12 months at 15%.\"ValuationsThe Goldman team acknowledged that U.S. stocks look particularly expensive right now. Both relative to history, and relative to their international peers.But these lofty valuations are justified by expectations for strong earnings growth in the U.S. Big Tech companies, most notably Nvidia Corp. $(NVDA)$, have seen their profits soar over the past couple of years.Now, other U.S. firms are expected to narrow that gap in 2025, as Goldman pointed out.While Big Tech stocks have helped skew valuations higher, most large-cap U.S. stocks look expensive relative to history.\"The dominance of [the] U.S. equity market, technology sector, and dominant companies, do not represent a bubble based on irrational exuberance but are rather a reflection of superior fundamentals,\" the Goldman team said.After sliding on Monday, Nvidia and the broader U.S. technology sector came roaring back on Tuesday. But shares of the AI darling were trading lower once again on Wednesday, weighing on the S&P 500 and Nasdaq Composite.","news_type":1,"symbols_score_info":{"NVDU":0.6,"3NVD.UK":0.6,"NVDD":0.6,"GS":1,"NVD3.UK":0.6,"NVD":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6,"NVDS":0.6,"NVD2.UK":0.6,"2NVD.UK":0.6,"SNVD.UK":0.6,"NVDY":0.6,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}