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Blading23

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- Blading23Blading23
  ·2024-02-13
  Wealth, Fortune, Happy
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- Blading23Blading23
  ·2024-02-12
  Save Diversify Be Patience DCA
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- Blading23Blading23
  ·2022-12-16
  Monitor
  Losses May Accelerate For Singapore Stock Market
  The Singapore stock market on Thursday wrote a finish to the two-day winning streak in which it had
  Losses May Accelerate For Singapore Stock Market
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- Blading23Blading23
  ·2022-12-14
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- Blading23Blading23
  ·2022-12-13
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  Why Nvidia Can Crush AMD Once Again In 2023
  Nvidia has the market share and pricing flexibility to crush AMD's GPU efforts in 2023.
  Why Nvidia Can Crush AMD Once Again In 2023
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- Blading23Blading23
  ·2022-12-12
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  Grill Maker Weber to Go Private With BDT Capital in $3.7 Bln Deal
  Weber Inc, known for its domed charcoal grill, said on Monday it had agreed to be taken private by c
  Grill Maker Weber to Go Private With BDT Capital in $3.7 Bln Deal
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- Blading23Blading23
  ·2022-12-11
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  Inflation Data, Fed Meeting Will Set the Table for 2023: What to Know This Week
  It will be an eventful week on the macro front for investors and Federal Reserve watchers. November inflation data and a monetarypolicydecision will be the highlights.On Tuesday morning, the Bureau of
  Inflation Data, Fed Meeting Will Set the Table for 2023: What to Know This Week
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- Blading23Blading23
  ·2022-12-11
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  Alibaba: Go Hibernate Now, Bears - China Reopening Is Already Upon Us
  SummaryIt is time for the bears to go into winter hibernation mode as Beijing finally embarks on its
  Alibaba: Go Hibernate Now, Bears - China Reopening Is Already Upon Us
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- Blading23Blading23
  ·2022-12-10
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- Blading23Blading23
  ·2022-12-08
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  3 China Stocks That Could Rebound in 2023, According to Analysts
  Story HighlightsChinese tech stocks have been heating up of late, even with a potential global reces
  3 China Stocks That Could Rebound in 2023, According to Analysts
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08:08","market":"sg","language":"en","title":"Losses May Accelerate For Singapore Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1166196606","media":"RTTNews","summary":"The Singapore stock market on Thursday wrote a finish to the two-day winning streak in which it had ","content":"<html><head></head><body><p>The Singapore stock market on Thursday wrote a finish to the two-day winning streak in which it had collected almost 40 points or 1.2 percent. The Straits Times Index now rests just beneath the 3,275-point plateau and it may extend its losses on Friday.</p><p>The global forecast for the Asian markets is decidedly soft on concerns about the economy and the outlook for interest rates. The European and U.S. bourses were sharply lower and the Asian markets are tipped to follow that lead.</p><p>The STI finished slightly lower on Thursday following losses from the financials, support from the properties and mixed performances from the industrials and trusts.</p><p>For the day, the index dipped 4.82 points or 0.15 percent to finish at 3,273.75 after trading between 3,256.79 and 3,287.53.</p><p>Among the actives, CapitaLand Integrated Commercial Trust skidded 0.49 percent, while CapitaLand Investment jumped 1.36 percent, City Developments rose 0.12 percent, DBS Group shed 0.35 percent, Genting Singapore climbed 1.09 percent, Hongkong Land added 0.43 percent, Keppel Corp sank 0.40 percent, Mapletree Pan Asia Commercial Trust slumped 0.59 percent, Mapletree Industrial Trust advanced 0.89 percent, Mapletree Logistics Trust rallied 1.23 percent, Oversea-Chinese Banking Corporation weakened 0.56 percent, SATS stumbled 0.69 percent, SembCorp Industries strengthened 1.22 percent, Singapore Technologies Engineering lost 0.29 percent, SingTel declined 0.77 percent, Thai Beverage retreated 0.74 percent, United Overseas Bank fell 0.13 percent, Wilmar International dropped 0.48 percent, Yangzijiang Shipbuilding tumbled 1.45 percent and Yangzijiang Financial, Ascendas REIT, Comfort DelGro, Emperador, DFI Retail and Keppel DC REIT were unchanged.</p><p>The lead from Wall Street is broadly negative as the major averages opened sharply lower on Thursday and remained deep in the red throughout the session.</p><p>The Dow plummeted 773.26 points or 2.28 percent to finish at 33,193.09, while the NASDAQ plunged 356.54 points or 3.19 percent to close at 10.814.35 and the S&amp;P 500 tumbled 99.45 points or 2.49 percent to end at 3,895.87.</p><p>Concerns about the outlook for interest rates continued to weigh on Wall Street after the Federal Reserve&#39;s monetary policy announcement on Wednesday was more hawkish than expected.</p><p>A batch of disappointing U.S. economic data also added to concerns the Fed&#39;s aggressive interest rate hikes will push the economy into a recession.</p><p>Retail sales dropped more than expected last month, as did industrial production. Also, the New York and Philadelphia Federal Reserves showed contractions in regional manufacturing activity in the month of December.</p><p>Crude oil futures settled lower on Thursday as concerns about easing supply following a partial restart of the Keystone Pipeline. The dollar&#39;s rise on hawkish comments by the Federal Reserve weighed as well on oil prices. West Texas Intermediate Crude oil futures for January ended lower by $1.17 or 1.5 percent at $76.11 a barrel.</p><p>Closer to home, Singapore will release November numbers for non-oil domestic exports later this morning. Exports are expected to slip 3.0 percent on month and 7.4 percent on year after falling 3.7 percent on month and 5.6 percent on year in October. The trade surplus in October was SGD4.071 billion.</p></body></html>","source":"lsy1626938412129","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Losses May Accelerate For Singapore Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLosses May Accelerate For Singapore Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-16 08:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3332438/losses-may-accelerate-for-singapore-stock-market.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market on Thursday wrote a finish to the two-day winning streak in which it had collected almost 40 points or 1.2 percent. The Straits Times Index now rests just beneath the 3,275-...</p>\n\n<a href=\"https://www.rttnews.com/3332438/losses-may-accelerate-for-singapore-stock-market.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3332438/losses-may-accelerate-for-singapore-stock-market.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166196606","content_text":"The Singapore stock market on Thursday wrote a finish to the two-day winning streak in which it had collected almost 40 points or 1.2 percent. The Straits Times Index now rests just beneath the 3,275-point plateau and it may extend its losses on Friday.The global forecast for the Asian markets is decidedly soft on concerns about the economy and the outlook for interest rates. The European and U.S. bourses were sharply lower and the Asian markets are tipped to follow that lead.The STI finished slightly lower on Thursday following losses from the financials, support from the properties and mixed performances from the industrials and trusts.For the day, the index dipped 4.82 points or 0.15 percent to finish at 3,273.75 after trading between 3,256.79 and 3,287.53.Among the actives, CapitaLand Integrated Commercial Trust skidded 0.49 percent, while CapitaLand Investment jumped 1.36 percent, City Developments rose 0.12 percent, DBS Group shed 0.35 percent, Genting Singapore climbed 1.09 percent, Hongkong Land added 0.43 percent, Keppel Corp sank 0.40 percent, Mapletree Pan Asia Commercial Trust slumped 0.59 percent, Mapletree Industrial Trust advanced 0.89 percent, Mapletree Logistics Trust rallied 1.23 percent, Oversea-Chinese Banking Corporation weakened 0.56 percent, SATS stumbled 0.69 percent, SembCorp Industries strengthened 1.22 percent, Singapore Technologies Engineering lost 0.29 percent, SingTel declined 0.77 percent, Thai Beverage retreated 0.74 percent, United Overseas Bank fell 0.13 percent, Wilmar International dropped 0.48 percent, Yangzijiang Shipbuilding tumbled 1.45 percent and Yangzijiang Financial, Ascendas REIT, Comfort DelGro, Emperador, DFI Retail and Keppel DC REIT were unchanged.The lead from Wall Street is broadly negative as the major averages opened sharply lower on Thursday and remained deep in the red throughout the session.The Dow plummeted 773.26 points or 2.28 percent to finish at 33,193.09, while the NASDAQ plunged 356.54 points or 3.19 percent to close at 10.814.35 and the S&P 500 tumbled 99.45 points or 2.49 percent to end at 3,895.87.Concerns about the outlook for interest rates continued to weigh on Wall Street after the Federal Reserve's monetary policy announcement on Wednesday was more hawkish than expected.A batch of disappointing U.S. economic data also added to concerns the Fed's aggressive interest rate hikes will push the economy into a recession.Retail sales dropped more than expected last month, as did industrial production. Also, the New York and Philadelphia Federal Reserves showed contractions in regional manufacturing activity in the month of December.Crude oil futures settled lower on Thursday as concerns about easing supply following a partial restart of the Keystone Pipeline. The dollar's rise on hawkish comments by the Federal Reserve weighed as well on oil prices. West Texas Intermediate Crude oil futures for January ended lower by $1.17 or 1.5 percent at $76.11 a barrel.Closer to home, Singapore will release November numbers for non-oil domestic exports later this morning. Exports are expected to slip 3.0 percent on month and 7.4 percent on year after falling 3.7 percent on month and 5.6 percent on year in October. The trade surplus in October was SGD4.071 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921665374,"gmtCreate":1671056749399,"gmtModify":1676538481583,"author":{"id":"3565700003213382","authorId":"3565700003213382","name":"Blading23","avatar":"https://community-static.tradeup.com/news/4cd7ba668d1c755bf79285b205abdfb2","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565700003213382","authorIdStr":"3565700003213382"},"themes":[],"htmlText":"Read","listText":"Read","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921665374","repostId":"1190615047","repostType":4,"isVote":1,"tweetType":1,"viewCount":1774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921952592,"gmtCreate":1670970852816,"gmtModify":1676538467593,"author":{"id":"3565700003213382","authorId":"3565700003213382","name":"Blading23","avatar":"https://community-static.tradeup.com/news/4cd7ba668d1c755bf79285b205abdfb2","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565700003213382","authorIdStr":"3565700003213382"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921952592","repostId":"2290782452","repostType":4,"repost":{"id":"2290782452","kind":"highlight","pubTimestamp":1670901393,"share":"https://ttm.financial/m/news/2290782452?lang=&edition=full_marsco","pubTime":"2022-12-13 11:16","market":"us","language":"en","title":"Why Nvidia Can Crush AMD Once Again In 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2290782452","media":"Motley Fool","summary":"Nvidia has the market share and pricing flexibility to crush AMD's GPU efforts in 2023.","content":"<html><head></head><body><p>Shares of <b>Nvidia</b> are down 43% since the start of 2022. The company has struggled to offload its backlog of 3000 series graphics cards, and reaction to its new 4000 series has been tepid at best.</p><p>The response to its newly released RTX 4090 and RTX 4080 graphics cards is a potential disaster for the company, as 59% of Nvidia&#39;s revenue comes from its Graphics segment. The release of the 4000 series graphics cards (GPU) is its biggest GPU launch since 2020. Yet, in the few weeks since the series was announced, Nvidia has already &#34;unlaunched&#34; one model and is cutting the price on others.</p><p>However, all is not lost. Here&#39;s why Nvidia can still crush AMD again in 2023.</p><h2>Nvidia remains the undisputed leader</h2><p>Despite its rocky 4000 series launch, Nvidia is still the undisputed leader of the consumer graphics cards market. In the third quarter of 2022, Nvidia increased its share of the discrete graphics card market to 88%. That&#39;s up from 80% in the previous quarter, according to Jon Peddie Research. Meanwhile, <b>AMD</b> saw its market share fall from 15% to 8%. <b>Intel</b>, which only entered the discrete graphics card market this year, already has a 4% market share.</p><p>Unfortunately, Nvidia&#39;s position in the market has led it to miscalculate its RTX 4000 series GPU line-up. Originally, Nvidia announced three graphics cards to lead the new series: The highest-end RTX 4090, the RTX 4080 16GB, and the RTX 4080 12GB. Traditionally, when buying an Nvidia graphics card, the higher the number, the better. Aside from that, any graphics cards that have the same model number, like &#34;4080,&#34; are expected to perform more or less the same.</p><p>Therefore, when announced, the RTX 4080 16GB and 12GB were expected to perform the same, with the caveat that the extra 4GB VRAM in the higher model would &#34;future-proof&#34; it. That quickly turned out not to be the case. In fact, the difference between the 16GB and 12GB variants was so big that gamers began dubbing the lower model an RTX 4060 in all but name. The backlash was so significant that Nvidia officially &#34;unlaunched&#34; the RTX 4080 12GB.</p><p>Moreover, gamers have been reluctant to upgrade due to the high prices of the RTX 4090 ($1,599) and RTX 4080 16GB ($1,199). As a result, just weeks after the RTX 4090 and RTX 4080 16GB were released, there have already been official price drops in some regions.</p><h2>Enter AMD</h2><p>AMD had the benefit of announcing its new graphics cards after Nvidia had already shown its hand. As such, AMD came out swinging with its RX 7900 XTX and RX 7900 XT graphics cards priced $200 to $300 cheaper than Nvidia&#39;s RTX 4080 16GB.</p><p>AMD&#39;s new graphics cards will be released on Dec. 13. The RX 7900 XTX is designed to go toe to toe with Nvidia&#39;s RTX 4080 16GB at $999 versus $1,199. As a result, AMD&#39;s announcement put a dampener on Nvidia&#39;s launch plans as gamers wait to see how its graphics card compares to Nvidia&#39;s offering in real-world tests.</p><p>However, Nvidia&#39;s advantage is its pricing flexibility. It&#39;s rumored that Nvidia&#39;s RTX 4080 16GB costs as little as $300 to manufacture. Meanwhile, AMD&#39;s RTX 7900 XTX manufacturing cost is supposedly as high as $500.</p><p>That means Nvidia is in the enviable position of being able to watch what AMD does and react accordingly. Currently, Nvidia is the only company selling new-generation graphics cards, and it&#39;s doing so at huge profit margins.</p><p>Additionally, there are rumblings that Nvidia is considering a price cut for its RTX 4080 model right around the time AMD&#39;s graphics cards will release. If manufacturing costs are accurate, then Nvidia has a lot of leeway to match the pricing of any graphics cards AMD releases.</p><p>AMD may have won the PR battle since the announcement of its new graphics cards, but Nvidia is set to win the profit and market share war. Unfortunately for AMD, its graphics cards probably won&#39;t be gaining much traction against Nvidia&#39;s current and future line-up.</p><p>However, that doesn&#39;t mean Nvidia is a solid investment right now. The graphics card market has declined massively in recent quarters. Nvidia&#39;s gaming division revenue was down 51% in the third quarter.</p><p>Nvidia may retain its market share with better offerings than AMD, but it&#39;s too soon to tell whether the 4000 series will be a hit with consumers.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Nvidia Can Crush AMD Once Again In 2023</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 Nvidia Can Crush AMD Once Again In 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-13 11:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/12/why-nvidia-can-crush-amd-once-again-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Nvidia are down 43% since the start of 2022. The company has struggled to offload its backlog of 3000 series graphics cards, and reaction to its new 4000 series has been tepid at best.The ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/12/why-nvidia-can-crush-amd-once-again-in-2023/\">Web 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","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/12/12/why-nvidia-can-crush-amd-once-again-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290782452","content_text":"Shares of Nvidia are down 43% since the start of 2022. The company has struggled to offload its backlog of 3000 series graphics cards, and reaction to its new 4000 series has been tepid at best.The response to its newly released RTX 4090 and RTX 4080 graphics cards is a potential disaster for the company, as 59% of Nvidia's revenue comes from its Graphics segment. The release of the 4000 series graphics cards (GPU) is its biggest GPU launch since 2020. Yet, in the few weeks since the series was announced, Nvidia has already \"unlaunched\" one model and is cutting the price on others.However, all is not lost. Here's why Nvidia can still crush AMD again in 2023.Nvidia remains the undisputed leaderDespite its rocky 4000 series launch, Nvidia is still the undisputed leader of the consumer graphics cards market. In the third quarter of 2022, Nvidia increased its share of the discrete graphics card market to 88%. That's up from 80% in the previous quarter, according to Jon Peddie Research. Meanwhile, AMD saw its market share fall from 15% to 8%. Intel, which only entered the discrete graphics card market this year, already has a 4% market share.Unfortunately, Nvidia's position in the market has led it to miscalculate its RTX 4000 series GPU line-up. Originally, Nvidia announced three graphics cards to lead the new series: The highest-end RTX 4090, the RTX 4080 16GB, and the RTX 4080 12GB. Traditionally, when buying an Nvidia graphics card, the higher the number, the better. Aside from that, any graphics cards that have the same model number, like \"4080,\" are expected to perform more or less the same.Therefore, when announced, the RTX 4080 16GB and 12GB were expected to perform the same, with the caveat that the extra 4GB VRAM in the higher model would \"future-proof\" it. That quickly turned out not to be the case. In fact, the difference between the 16GB and 12GB variants was so big that gamers began dubbing the lower model an RTX 4060 in all but name. The backlash was so significant that Nvidia officially \"unlaunched\" the RTX 4080 12GB.Moreover, gamers have been reluctant to upgrade due to the high prices of the RTX 4090 ($1,599) and RTX 4080 16GB ($1,199). As a result, just weeks after the RTX 4090 and RTX 4080 16GB were released, there have already been official price drops in some regions.Enter AMDAMD had the benefit of announcing its new graphics cards after Nvidia had already shown its hand. As such, AMD came out swinging with its RX 7900 XTX and RX 7900 XT graphics cards priced $200 to $300 cheaper than Nvidia's RTX 4080 16GB.AMD's new graphics cards will be released on Dec. 13. The RX 7900 XTX is designed to go toe to toe with Nvidia's RTX 4080 16GB at $999 versus $1,199. As a result, AMD's announcement put a dampener on Nvidia's launch plans as gamers wait to see how its graphics card compares to Nvidia's offering in real-world tests.However, Nvidia's advantage is its pricing flexibility. It's rumored that Nvidia's RTX 4080 16GB costs as little as $300 to manufacture. Meanwhile, AMD's RTX 7900 XTX manufacturing cost is supposedly as high as $500.That means Nvidia is in the enviable position of being able to watch what AMD does and react accordingly. Currently, Nvidia is the only company selling new-generation graphics cards, and it's doing so at huge profit margins.Additionally, there are rumblings that Nvidia is considering a price cut for its RTX 4080 model right around the time AMD's graphics cards will release. If manufacturing costs are accurate, then Nvidia has a lot of leeway to match the pricing of any graphics cards AMD releases.AMD may have won the PR battle since the announcement of its new graphics cards, but Nvidia is set to win the profit and market share war. Unfortunately for AMD, its graphics cards probably won't be gaining much traction against Nvidia's current and future line-up.However, that doesn't mean Nvidia is a solid investment right now. The graphics card market has declined massively in recent quarters. Nvidia's gaming division revenue was down 51% in the third quarter.Nvidia may retain its market share with better offerings than AMD, but it's too soon to tell whether the 4000 series will be a hit with consumers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923509369,"gmtCreate":1670882990051,"gmtModify":1676538450683,"author":{"id":"3565700003213382","authorId":"3565700003213382","name":"Blading23","avatar":"https://community-static.tradeup.com/news/4cd7ba668d1c755bf79285b205abdfb2","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565700003213382","authorIdStr":"3565700003213382"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9923509369","repostId":"2290784862","repostType":4,"repost":{"id":"2290784862","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":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1670851752,"share":"https://ttm.financial/m/news/2290784862?lang=&edition=full_marsco","pubTime":"2022-12-12 21:29","market":"us","language":"en","title":"Grill Maker Weber to Go Private With BDT Capital in $3.7 Bln Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=2290784862","media":"Reuters","summary":"Weber Inc, known for its domed charcoal grill, said on Monday it had agreed to be taken private by c","content":"<html><head></head><body><p>Weber Inc, known for its domed charcoal grill, said on Monday it had agreed to be taken private by controlling shareholder BDT Capital Partners LLC in a $3.7 billion deal.</p><p>Weber shares surged 22% in pre-market trading.</p><p><img src=\"https://static.tigerbbs.com/8e04f943e47cfea2171975c50c9f1bf6\" tg-width=\"871\" tg-height=\"899\" width=\"100%\" height=\"auto\"/></p><p>BDT, which has a 48.2% stake in Weber, will buy all outstanding shares that it does not already own for $8.05 per share.</p><p>The purchase price represents a 60% premium to Weber&#39;s closing price on Oct. 24, the last trading day before BDT submitted its takeover offer.</p><p>Shares of Weber, which have shed nearly half of their value this year, jumped nearly 22% to $7.90 in premarket trading. As of last close, they had risen over 29% since BDT&#39;s proposal.</p><p>The special committee of independent directors evaluating BDT&#39;s proposal had unanimously approved the deal, which is expected to close in the first half of 2023, Weber said on Monday.</p><p>Palatine, Illinois-based Weber said that as part of the deal, funds managed by BDT will provide the grill maker with an unsecured loan of additional $350 million.</p><p>Weber plans to utilize the loan to repay existing debt and fund working capital for the 2023 outdoor cooking season, among other purposes.</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>Grill Maker Weber to Go Private With BDT Capital in $3.7 Bln Deal</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\">\nGrill Maker Weber to Go Private With BDT Capital in $3.7 Bln Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-12 21:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Weber Inc, known for its domed charcoal grill, said on Monday it had agreed to be taken private by controlling shareholder BDT Capital Partners LLC in a $3.7 billion deal.</p><p>Weber shares surged 22% in pre-market trading.</p><p><img src=\"https://static.tigerbbs.com/8e04f943e47cfea2171975c50c9f1bf6\" tg-width=\"871\" tg-height=\"899\" width=\"100%\" height=\"auto\"/></p><p>BDT, which has a 48.2% stake in Weber, will buy all outstanding shares that it does not already own for $8.05 per share.</p><p>The purchase price represents a 60% premium to Weber&#39;s closing price on Oct. 24, the last trading day before BDT submitted its takeover offer.</p><p>Shares of Weber, which have shed nearly half of their value this year, jumped nearly 22% to $7.90 in premarket trading. As of last close, they had risen over 29% since BDT&#39;s proposal.</p><p>The special committee of independent directors evaluating BDT&#39;s proposal had unanimously approved the deal, which is expected to close in the first half of 2023, Weber said on Monday.</p><p>Palatine, Illinois-based Weber said that as part of the deal, funds managed by BDT will provide the grill maker with an unsecured loan of additional $350 million.</p><p>Weber plans to utilize the loan to repay existing debt and fund working capital for the 2023 outdoor cooking season, among other purposes.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4191":"家用电器","WEBR":"Weber Inc.","BK4539":"次新股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290784862","content_text":"Weber Inc, known for its domed charcoal grill, said on Monday it had agreed to be taken private by controlling shareholder BDT Capital Partners LLC in a $3.7 billion deal.Weber shares surged 22% in pre-market trading.BDT, which has a 48.2% stake in Weber, will buy all outstanding shares that it does not already own for $8.05 per share.The purchase price represents a 60% premium to Weber's closing price on Oct. 24, the last trading day before BDT submitted its takeover offer.Shares of Weber, which have shed nearly half of their value this year, jumped nearly 22% to $7.90 in premarket trading. As of last close, they had risen over 29% since BDT's proposal.The special committee of independent directors evaluating BDT's proposal had unanimously approved the deal, which is expected to close in the first half of 2023, Weber said on Monday.Palatine, Illinois-based Weber said that as part of the deal, funds managed by BDT will provide the grill maker with an unsecured loan of additional $350 million.Weber plans to utilize the loan to repay existing debt and fund working capital for the 2023 outdoor cooking season, among other purposes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923383751,"gmtCreate":1670801704173,"gmtModify":1676538434492,"author":{"id":"3565700003213382","authorId":"3565700003213382","name":"Blading23","avatar":"https://community-static.tradeup.com/news/4cd7ba668d1c755bf79285b205abdfb2","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565700003213382","authorIdStr":"3565700003213382"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9923383751","repostId":"1160689342","repostType":4,"repost":{"id":"1160689342","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1670799600,"share":"https://ttm.financial/m/news/1160689342?lang=&edition=full_marsco","pubTime":"2022-12-12 07:00","market":"us","language":"en","title":"Inflation Data, Fed Meeting Will Set the Table for 2023: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1160689342","media":"Dow Jones","summary":"It will be an eventful week on the macro front for investors and Federal Reserve watchers. November inflation data and a monetarypolicydecision will be the highlights.On Tuesday morning, the Bureau of","content":"<html><head></head><body><p>It will be an eventful week on the macro front for investors and Federal Reserve watchers. November inflation data and a monetary policy decision will be the highlights.</p><p>On Tuesday morning, the Bureau of Labor Statistics will report the November Consumer Price Index. Economists on average are predicting the headline index to be 7.3% higher than a year earlier, compared with a 7.7% rise through October. The Core CPI, which excludes food and energy components, is forecast to be up 6.1%, versus 6.3% a month earlier.</p><p>The Federal Open Market Committee concludes a two-day meeting on Wednesday afternoon. Markets are expecting an increase of 0.5 percentage point in the fed-funds rate, to a target range of 4.25% to 4.50%, following four-straight 0.75 point hikes. The FOMC will also publish its latest Summary of Economic Projections.</p><p>Earnings highlights this week will be Oracle on Monday, Lennar on Wednesday, and Adobe on Thursday. Winnebago Industries, Darden Restaurants, and Accenture will all go on Friday.</p><p>Other economic data out this week will include the Census Bureau’s retail sales data for November on Thursday. The European Central Bank will announce a monetary policy decision on Thursday. A 0.5 percentage point hike is the consensus prediction.</p><h2>Monday 12/12</h2><p><b>Oracle reports earnings</b> for its fiscal second quarter. Analysts are looking for $1.17 per share, down from $1.21 a year ago.</p><h2>Tuesday 12/13</h2><p>Photronics, ABM Industries, Transcontinental, and PHX Minerals announce quarterly financial results.</p><p><b>The House Financial</b> Services Committee meets for an initial hearing investigating the collapse of FTX, the cryptocurrency exchange. FTX founder Sam Bankman-Fried recently told The Wall Street Journal that he couldn’t explain what happened to billions of dollars that FTX customers sent to the bank accounts of his trading firm, Alameda Research.</p><p><b>The Bureau of Labor</b> Statistics releases the consumer price index for November. Economists forecast that the CPI will show an increase of 7.3%, year over year, following a 7.7% jump in October. The core CPI, which excludes volatile food and energy prices, is expected to be up 6.1%, compared with 6.3% in October.</p><h2>Wednesday 12/14</h2><p><b>The Federal Open Market Committee</b> concludes its final two-day meeting of the year. “The time for moderating the pace of rate increases may come as soon as the December meeting,” Chairman Jerome Powell recently said.</p><p><b>Lennar,</b> Nordson, and Trip.com report quarterly results.</p><p><b>The Bureau of Labor Statistics releases</b> its Export Price index, which is believed to have fallen 0.85% in November, after a 0.3% drop in October. Import prices are expected to be down 0.6%, after a 0.2% dip in October.</p><h2>Thursday 12/15</h2><p><b>Adobe and</b> Jabil host earnings conference calls.</p><p><b>The European Central Bank</b> begins its two-day policy meeting in Frankfurt.</p><p><b>The Philadelphia Fed</b> Index, a monthly measure of manufacturing activity, is released. Economists expect a negative 11.5 reading for December, compared with a negative 19.4 in November.</p><p><b>The Census Bureau</b> reports retail sales data for November. The consensus call is for consumer spending to be flat, month over month, while sales excluding autos are seen gaining 0.3%. Both figures rose 1.3% in October.</p><p><b>The Federal Reserve</b> releases November industrial production figures, which measure the output of factories, mines, and utilities. Expect a 0.10% seasonally adjusted rise, after a 0.10% drop in October. Manufacturing production is expected to be up 0.15%, in line with October’s increase. Capacity utilization is expected to be 79.8%, compared with 79.9% in October.</p><h2>Friday 12/16</h2><p><b>Winnebago Industries,</b> Darden Restaurants, and Accenture host earnings conference calls.</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>Inflation Data, Fed Meeting Will Set the Table for 2023: What to Know This Week</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\">\nInflation Data, Fed Meeting Will Set the Table for 2023: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-12-12 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It will be an eventful week on the macro front for investors and Federal Reserve watchers. November inflation data and a monetary policy decision will be the highlights.</p><p>On Tuesday morning, the Bureau of Labor Statistics will report the November Consumer Price Index. Economists on average are predicting the headline index to be 7.3% higher than a year earlier, compared with a 7.7% rise through October. The Core CPI, which excludes food and energy components, is forecast to be up 6.1%, versus 6.3% a month earlier.</p><p>The Federal Open Market Committee concludes a two-day meeting on Wednesday afternoon. Markets are expecting an increase of 0.5 percentage point in the fed-funds rate, to a target range of 4.25% to 4.50%, following four-straight 0.75 point hikes. The FOMC will also publish its latest Summary of Economic Projections.</p><p>Earnings highlights this week will be Oracle on Monday, Lennar on Wednesday, and Adobe on Thursday. Winnebago Industries, Darden Restaurants, and Accenture will all go on Friday.</p><p>Other economic data out this week will include the Census Bureau’s retail sales data for November on Thursday. The European Central Bank will announce a monetary policy decision on Thursday. A 0.5 percentage point hike is the consensus prediction.</p><h2>Monday 12/12</h2><p><b>Oracle reports earnings</b> for its fiscal second quarter. Analysts are looking for $1.17 per share, down from $1.21 a year ago.</p><h2>Tuesday 12/13</h2><p>Photronics, ABM Industries, Transcontinental, and PHX Minerals announce quarterly financial results.</p><p><b>The House Financial</b> Services Committee meets for an initial hearing investigating the collapse of FTX, the cryptocurrency exchange. FTX founder Sam Bankman-Fried recently told The Wall Street Journal that he couldn’t explain what happened to billions of dollars that FTX customers sent to the bank accounts of his trading firm, Alameda Research.</p><p><b>The Bureau of Labor</b> Statistics releases the consumer price index for November. Economists forecast that the CPI will show an increase of 7.3%, year over year, following a 7.7% jump in October. The core CPI, which excludes volatile food and energy prices, is expected to be up 6.1%, compared with 6.3% in October.</p><h2>Wednesday 12/14</h2><p><b>The Federal Open Market Committee</b> concludes its final two-day meeting of the year. “The time for moderating the pace of rate increases may come as soon as the December meeting,” Chairman Jerome Powell recently said.</p><p><b>Lennar,</b> Nordson, and Trip.com report quarterly results.</p><p><b>The Bureau of Labor Statistics releases</b> its Export Price index, which is believed to have fallen 0.85% in November, after a 0.3% drop in October. Import prices are expected to be down 0.6%, after a 0.2% dip in October.</p><h2>Thursday 12/15</h2><p><b>Adobe and</b> Jabil host earnings conference calls.</p><p><b>The European Central Bank</b> begins its two-day policy meeting in Frankfurt.</p><p><b>The Philadelphia Fed</b> Index, a monthly measure of manufacturing activity, is released. Economists expect a negative 11.5 reading for December, compared with a negative 19.4 in November.</p><p><b>The Census Bureau</b> reports retail sales data for November. The consensus call is for consumer spending to be flat, month over month, while sales excluding autos are seen gaining 0.3%. Both figures rose 1.3% in October.</p><p><b>The Federal Reserve</b> releases November industrial production figures, which measure the output of factories, mines, and utilities. Expect a 0.10% seasonally adjusted rise, after a 0.10% drop in October. Manufacturing production is expected to be up 0.15%, in line with October’s increase. Capacity utilization is expected to be 79.8%, compared with 79.9% in October.</p><h2>Friday 12/16</h2><p><b>Winnebago Industries,</b> Darden Restaurants, and Accenture host earnings conference calls.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文","ABM":"反导工业公司","ADBE":"Adobe",".IXIC":"NASDAQ Composite","TCOM":"携程网","09961":"携程集团-S",".SPX":"S&P 500 Index","LEN":"莱纳建筑公司","PLAB":"福尼克斯",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160689342","content_text":"It will be an eventful week on the macro front for investors and Federal Reserve watchers. November inflation data and a monetary policy decision will be the highlights.On Tuesday morning, the Bureau of Labor Statistics will report the November Consumer Price Index. Economists on average are predicting the headline index to be 7.3% higher than a year earlier, compared with a 7.7% rise through October. The Core CPI, which excludes food and energy components, is forecast to be up 6.1%, versus 6.3% a month earlier.The Federal Open Market Committee concludes a two-day meeting on Wednesday afternoon. Markets are expecting an increase of 0.5 percentage point in the fed-funds rate, to a target range of 4.25% to 4.50%, following four-straight 0.75 point hikes. The FOMC will also publish its latest Summary of Economic Projections.Earnings highlights this week will be Oracle on Monday, Lennar on Wednesday, and Adobe on Thursday. Winnebago Industries, Darden Restaurants, and Accenture will all go on Friday.Other economic data out this week will include the Census Bureau’s retail sales data for November on Thursday. The European Central Bank will announce a monetary policy decision on Thursday. A 0.5 percentage point hike is the consensus prediction.Monday 12/12Oracle reports earnings for its fiscal second quarter. Analysts are looking for $1.17 per share, down from $1.21 a year ago.Tuesday 12/13Photronics, ABM Industries, Transcontinental, and PHX Minerals announce quarterly financial results.The House Financial Services Committee meets for an initial hearing investigating the collapse of FTX, the cryptocurrency exchange. FTX founder Sam Bankman-Fried recently told The Wall Street Journal that he couldn’t explain what happened to billions of dollars that FTX customers sent to the bank accounts of his trading firm, Alameda Research.The Bureau of Labor Statistics releases the consumer price index for November. Economists forecast that the CPI will show an increase of 7.3%, year over year, following a 7.7% jump in October. The core CPI, which excludes volatile food and energy prices, is expected to be up 6.1%, compared with 6.3% in October.Wednesday 12/14The Federal Open Market Committee concludes its final two-day meeting of the year. “The time for moderating the pace of rate increases may come as soon as the December meeting,” Chairman Jerome Powell recently said.Lennar, Nordson, and Trip.com report quarterly results.The Bureau of Labor Statistics releases its Export Price index, which is believed to have fallen 0.85% in November, after a 0.3% drop in October. Import prices are expected to be down 0.6%, after a 0.2% dip in October.Thursday 12/15Adobe and Jabil host earnings conference calls.The European Central Bank begins its two-day policy meeting in Frankfurt.The Philadelphia Fed Index, a monthly measure of manufacturing activity, is released. Economists expect a negative 11.5 reading for December, compared with a negative 19.4 in November.The Census Bureau reports retail sales data for November. The consensus call is for consumer spending to be flat, month over month, while sales excluding autos are seen gaining 0.3%. Both figures rose 1.3% in October.The Federal Reserve releases November industrial production figures, which measure the output of factories, mines, and utilities. Expect a 0.10% seasonally adjusted rise, after a 0.10% drop in October. Manufacturing production is expected to be up 0.15%, in line with October’s increase. Capacity utilization is expected to be 79.8%, compared with 79.9% in October.Friday 12/16Winnebago Industries, Darden Restaurants, and Accenture host earnings conference calls.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929445854,"gmtCreate":1670724675279,"gmtModify":1676538423491,"author":{"id":"3565700003213382","authorId":"3565700003213382","name":"Blading23","avatar":"https://community-static.tradeup.com/news/4cd7ba668d1c755bf79285b205abdfb2","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565700003213382","authorIdStr":"3565700003213382"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9929445854","repostId":"2290229531","repostType":4,"repost":{"id":"2290229531","kind":"highlight","pubTimestamp":1670721187,"share":"https://ttm.financial/m/news/2290229531?lang=&edition=full_marsco","pubTime":"2022-12-11 09:13","market":"us","language":"en","title":"Alibaba: Go Hibernate Now, Bears - China Reopening Is Already Upon Us","url":"https://stock-news.laohu8.com/highlight/detail?id=2290229531","media":"Seeking Alpha","summary":"SummaryIt is time for the bears to go into winter hibernation mode as Beijing finally embarks on its","content":"<html><head></head><body><h2>Summary</h2><ul><li>It is time for the bears to go into winter hibernation mode as Beijing finally embarks on its reopening cadence with some semblance of pre-pandemic normality.</li><li>The BABA stock has also enjoyed an excellent 52.26% rally from its October lows of $58.01, though its P/E valuations remain depressed at 11.27x.</li><li>With our ambitious price target of $166.60, the 300B Yuan stimulus package, and the projected GDP growth of over 5% in 2023, the worst may be behind us indeed.</li><li>Nighty night bears.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8678dbf08e5336933022d39c54e6c8b\" tg-width=\"750\" tg-height=\"536\" referrerpolicy=\"no-referrer\"/><span>adogslifephoto/iStock via Getty Images</span></p><p><b>Investment Thesis</b></p><p>Alibaba Group&#39;s (NYSE:BABA) recovery remains a big question for many investors&#39; and traders&#39; minds. As characterized by Daniel Schönberger, BABA is indeed A Candidate For The Record Book Of Mispriced Stocks, especially due to Jack Ma&#39;s previous misstep and Beijing Crackdown. The stock has undoubtedly suffered a -72.14% plunge since the peak level of $317.14 in November 2020. Naturally, the risks went beyond skin deep, due to the country&#39;s ongoing Zero Covid Policy, the slowing Chinese GDP growth, the property market crisis, the Marxist government policy, and the ongoing US-China trade war in multiple sectors.</p><p>BABA stock remains highly sensitive to market and geopolitical news, which makes our rating of a speculative buy - the understatement of the year indeed. Naturally, the stock is only suitable for investors with lead-lined stomachs and unduly patient investing trajectories.</p><p>However, we are already starting to see some light at the end of the tunnel, or as BBC puts it, &#34;The government appears to have quietly dumped Zero Covid as a goal.&#34; With the rhetorics gradually shifting towards some semblance of pre-pandemic life, we may witness a slow, but steady reopening cadence as Beijing carefully calibrates between COVID infection levels and public sentiment over the next few months. Combined with the 300B Yuan stimulus package, China&#39;s economic recovery may surprise the worst of bears, with some analysts projecting an optimistic 5% GDP growth in 2023. Only time will tell, though we choose to be quietly confident that the worst may be over.</p><p><b>BABA&#39;s Declining Margins Warrants A Discount IndeedBABA Revenue, Net Income (in billion Yuan) %, EBIT %, and EPS</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1eec9c084d2b7831e720cc1b3da567a\" tg-width=\"640\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/><span>S&amp;P Capital IQ</span></p><p>It is evident that market analysts are quietly optimistic about BABA&#39;s upcoming FQ3&#39;23 earnings call. This is due to the notable inline performance of 1.7% YoY revenue growth and a minimal -5.3% decline in EPS, despite the tougher YoY comparison and persistent lockdowns. Furthermore, with the aggressive cost-cutting strategies and layoffs thus far, the company has been recording improved operating efficiencies by -9.13% YoY in the latest quarter. Therefore, it is not surprising to see improved EBIT margins of 13.3% and net income margins of 17.2% by the next quarter, though still significantly below pre-pandemic levels of 24.5% and 30.1%.</p><p><b>BABA Cash/ Equivalents, FCF (in billion Yuan) %, Debt, and Assets</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a7ee9529c515d7a38d83b24df9f315e\" tg-width=\"640\" tg-height=\"319\" referrerpolicy=\"no-referrer\"/><span>S&amp;P Capital IQ</span></p><p>Even though there is a $1B fine ANT Group overhang from the government, we are not worried at all, since BABA continues to boast excellent cash and equivalents of 246.85B Yuan or the equivalent of $34.7B in FQ2&#39;23. Furthermore, market analysts expect the company to record a more than decent Free Cash Flow [FCF] generation of 62.29B Yuan and margins of 25.3% by the next quarter, indicating its sustained profitability indeed.</p><p>One will quickly realize that the Chinese markets are clearly not uninvestable, in comparison to their peers in the US stock market. Naturally, after removing the lens of geopolitical bias. Amazon (AMZN) similarly faces an $865M fine from the EU, Alphabet (GOOG) with an $8.68B fine from the EU, Meta (META) with a $277M fine from the EU, and Microsoft (MSFT) with a total of $1.6B of fine from the EU through the past decade. In spite so, AMZN still enjoys an excellent NTM P/E valuation of 63.07x, GOOG 20.24X, META 16.96x, and MSFT 25.34x, while BABA remains depressed at 11.24x. Thereby, pointing to the latter&#39;s geopolitical misfortune.</p><p><b>BABA Projected Revenue, Net Income (in billion Yuan) %, EBIT %, EPS,FCF %, and Debt</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/add7eaab5465003ab8708bf8139aac99\" tg-width=\"640\" tg-height=\"271\" referrerpolicy=\"no-referrer\"/><span>S&amp;P Capital IQ</span></p><p>On the one hand, investors will be disappointed if they are looking for pre-pandemic top and bottom CAGRs of 47.6%/ 31.2%, since BABA&#39;s growth will decelerate further due to the uncertain reopening cadence and slower economic growth. On the other hand, while its margins are not expected to recover to pre-pandemic levels, market analysts are projecting optimistic EBIT/ net income/ FCF margins of 12.7%/ 17.1%/ 15.5% by FY2025. These numbers are notably expanded from 8.2%/16.8%/11.6% in FY2022. We are also looking at an excellent forward EPS of 68.26 Yuan by FY2025, against 52.98 Yuan in FY2020 and 52.69 Yuan in FY2022.</p><p>In addition, keen investors must be informed about BABA&#39;s fortress-like balance sheet, due to the stellar projected -503.46B Yuan or the equivalent of -$72.32B in net debts by FY2025 against -$30.48B in FY2020 and -$43.92B in FY2022. Impressive indeed, since its book value per share may also grow tremendously to $71.50 by FY2025, compared to $40.33 in FY2020 and $51.69 in FY2022.</p><p>In the meantime, we encourage you to read our previous article, which would help you better understand its position and market opportunities.</p><ul><li>Alibaba: The Black Sheep In A Bear Market</li><li>Alibaba: The Purge Is Finally Here - Jack Ma Says Goodbye To ANT</li></ul><p><b>So, Is BABA Stock A Buy, Sell, Or Hold?BABA 5Y EV/Revenue and P/E Valuations</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77125729c3d256af656a88b93ca03014\" tg-width=\"640\" tg-height=\"256\" referrerpolicy=\"no-referrer\"/><span>S&amp;P Capital IQ</span></p><p>BABA is currently trading at an EV/NTM Revenue of 1.66x and NTM P/E of 11.27x, lower than its 5Y mean of 5.34x and 22.97x, respectively. Otherwise, still relatively under-valued based on its YTD mean of 1.69x and 12.22x, respectively. Then again, we expect a certain discount on the previously rich 5Y mean P/E valuations, due to the notable contraction in its margins and growth moving forward. However, these current levels are also admittedly over-pessimistic, due to the worsening world events and China&#39;s chaotic Zero Covid Policy.</p><p><b>BABA YTD Stock Price</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/626913db9425f1e9e2fc1f56ad48ade9\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>The BABA stock is trading at $88.33, down -36.31% from its 52 weeks high of $138.70. Despite the 52.26% rally from its 52 weeks low of $58.01 in October 2022, consensus estimates remain bullish about its prospects, given their price target of $140.50 and a 55.21% upside from current prices.</p><p>Combined with its relatively stellar EPS expansion and potential reopening cadence in China, there is no reason why BABA will not return to its previous glory indeed. Based on the forward EPS of $9.80 in FY2025 and moderate P/E valuations of 17x, we could be looking at an ambitious price target of $166.60.</p><p>Therefore, we continue to rate BABA stock as a speculative Buy. The road to China&#39;s pre-pandemic economic levels remains fraught with uphill challenges, further complicated by its supposed &#34;Russian partnership with no limits.&#34; However, no pain lasts forever, and we reckon the same logic applies to China&#39;s geopolitical risk and the Russian-Ukraine war.</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>Alibaba: Go Hibernate Now, Bears - China Reopening Is Already Upon Us</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\">\nAlibaba: Go Hibernate Now, Bears - China Reopening Is Already Upon Us\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-11 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4563129-alibaba-stock-china-reopening-already-upon-us><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIt is time for the bears to go into winter hibernation mode as Beijing finally embarks on its reopening cadence with some semblance of pre-pandemic normality.The BABA stock has also enjoyed an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4563129-alibaba-stock-china-reopening-already-upon-us\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4563129-alibaba-stock-china-reopening-already-upon-us","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290229531","content_text":"SummaryIt is time for the bears to go into winter hibernation mode as Beijing finally embarks on its reopening cadence with some semblance of pre-pandemic normality.The BABA stock has also enjoyed an excellent 52.26% rally from its October lows of $58.01, though its P/E valuations remain depressed at 11.27x.With our ambitious price target of $166.60, the 300B Yuan stimulus package, and the projected GDP growth of over 5% in 2023, the worst may be behind us indeed.Nighty night bears.adogslifephoto/iStock via Getty ImagesInvestment ThesisAlibaba Group's (NYSE:BABA) recovery remains a big question for many investors' and traders' minds. As characterized by Daniel Schönberger, BABA is indeed A Candidate For The Record Book Of Mispriced Stocks, especially due to Jack Ma's previous misstep and Beijing Crackdown. The stock has undoubtedly suffered a -72.14% plunge since the peak level of $317.14 in November 2020. Naturally, the risks went beyond skin deep, due to the country's ongoing Zero Covid Policy, the slowing Chinese GDP growth, the property market crisis, the Marxist government policy, and the ongoing US-China trade war in multiple sectors.BABA stock remains highly sensitive to market and geopolitical news, which makes our rating of a speculative buy - the understatement of the year indeed. Naturally, the stock is only suitable for investors with lead-lined stomachs and unduly patient investing trajectories.However, we are already starting to see some light at the end of the tunnel, or as BBC puts it, \"The government appears to have quietly dumped Zero Covid as a goal.\" With the rhetorics gradually shifting towards some semblance of pre-pandemic life, we may witness a slow, but steady reopening cadence as Beijing carefully calibrates between COVID infection levels and public sentiment over the next few months. Combined with the 300B Yuan stimulus package, China's economic recovery may surprise the worst of bears, with some analysts projecting an optimistic 5% GDP growth in 2023. Only time will tell, though we choose to be quietly confident that the worst may be over.BABA's Declining Margins Warrants A Discount IndeedBABA Revenue, Net Income (in billion Yuan) %, EBIT %, and EPSS&P Capital IQIt is evident that market analysts are quietly optimistic about BABA's upcoming FQ3'23 earnings call. This is due to the notable inline performance of 1.7% YoY revenue growth and a minimal -5.3% decline in EPS, despite the tougher YoY comparison and persistent lockdowns. Furthermore, with the aggressive cost-cutting strategies and layoffs thus far, the company has been recording improved operating efficiencies by -9.13% YoY in the latest quarter. Therefore, it is not surprising to see improved EBIT margins of 13.3% and net income margins of 17.2% by the next quarter, though still significantly below pre-pandemic levels of 24.5% and 30.1%.BABA Cash/ Equivalents, FCF (in billion Yuan) %, Debt, and AssetsS&P Capital IQEven though there is a $1B fine ANT Group overhang from the government, we are not worried at all, since BABA continues to boast excellent cash and equivalents of 246.85B Yuan or the equivalent of $34.7B in FQ2'23. Furthermore, market analysts expect the company to record a more than decent Free Cash Flow [FCF] generation of 62.29B Yuan and margins of 25.3% by the next quarter, indicating its sustained profitability indeed.One will quickly realize that the Chinese markets are clearly not uninvestable, in comparison to their peers in the US stock market. Naturally, after removing the lens of geopolitical bias. Amazon (AMZN) similarly faces an $865M fine from the EU, Alphabet (GOOG) with an $8.68B fine from the EU, Meta (META) with a $277M fine from the EU, and Microsoft (MSFT) with a total of $1.6B of fine from the EU through the past decade. In spite so, AMZN still enjoys an excellent NTM P/E valuation of 63.07x, GOOG 20.24X, META 16.96x, and MSFT 25.34x, while BABA remains depressed at 11.24x. Thereby, pointing to the latter's geopolitical misfortune.BABA Projected Revenue, Net Income (in billion Yuan) %, EBIT %, EPS,FCF %, and DebtS&P Capital IQOn the one hand, investors will be disappointed if they are looking for pre-pandemic top and bottom CAGRs of 47.6%/ 31.2%, since BABA's growth will decelerate further due to the uncertain reopening cadence and slower economic growth. On the other hand, while its margins are not expected to recover to pre-pandemic levels, market analysts are projecting optimistic EBIT/ net income/ FCF margins of 12.7%/ 17.1%/ 15.5% by FY2025. These numbers are notably expanded from 8.2%/16.8%/11.6% in FY2022. We are also looking at an excellent forward EPS of 68.26 Yuan by FY2025, against 52.98 Yuan in FY2020 and 52.69 Yuan in FY2022.In addition, keen investors must be informed about BABA's fortress-like balance sheet, due to the stellar projected -503.46B Yuan or the equivalent of -$72.32B in net debts by FY2025 against -$30.48B in FY2020 and -$43.92B in FY2022. Impressive indeed, since its book value per share may also grow tremendously to $71.50 by FY2025, compared to $40.33 in FY2020 and $51.69 in FY2022.In the meantime, we encourage you to read our previous article, which would help you better understand its position and market opportunities.Alibaba: The Black Sheep In A Bear MarketAlibaba: The Purge Is Finally Here - Jack Ma Says Goodbye To ANTSo, Is BABA Stock A Buy, Sell, Or Hold?BABA 5Y EV/Revenue and P/E ValuationsS&P Capital IQBABA is currently trading at an EV/NTM Revenue of 1.66x and NTM P/E of 11.27x, lower than its 5Y mean of 5.34x and 22.97x, respectively. Otherwise, still relatively under-valued based on its YTD mean of 1.69x and 12.22x, respectively. Then again, we expect a certain discount on the previously rich 5Y mean P/E valuations, due to the notable contraction in its margins and growth moving forward. However, these current levels are also admittedly over-pessimistic, due to the worsening world events and China's chaotic Zero Covid Policy.BABA YTD Stock PriceSeeking AlphaThe BABA stock is trading at $88.33, down -36.31% from its 52 weeks high of $138.70. Despite the 52.26% rally from its 52 weeks low of $58.01 in October 2022, consensus estimates remain bullish about its prospects, given their price target of $140.50 and a 55.21% upside from current prices.Combined with its relatively stellar EPS expansion and potential reopening cadence in China, there is no reason why BABA will not return to its previous glory indeed. Based on the forward EPS of $9.80 in FY2025 and moderate P/E valuations of 17x, we could be looking at an ambitious price target of $166.60.Therefore, we continue to rate BABA stock as a speculative Buy. The road to China's pre-pandemic economic levels remains fraught with uphill challenges, further complicated by its supposed \"Russian partnership with no limits.\" However, no pain lasts forever, and we reckon the same logic applies to China's geopolitical risk and the Russian-Ukraine war.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929850495,"gmtCreate":1670639149618,"gmtModify":1676538410232,"author":{"id":"3565700003213382","authorId":"3565700003213382","name":"Blading23","avatar":"https://community-static.tradeup.com/news/4cd7ba668d1c755bf79285b205abdfb2","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565700003213382","authorIdStr":"3565700003213382"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9929850495","repostId":"1162216373","repostType":4,"isVote":1,"tweetType":1,"viewCount":1839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920451629,"gmtCreate":1670543762262,"gmtModify":1676538388801,"author":{"id":"3565700003213382","authorId":"3565700003213382","name":"Blading23","avatar":"https://community-static.tradeup.com/news/4cd7ba668d1c755bf79285b205abdfb2","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565700003213382","authorIdStr":"3565700003213382"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9920451629","repostId":"1116584413","repostType":4,"repost":{"id":"1116584413","kind":"news","pubTimestamp":1670513955,"share":"https://ttm.financial/m/news/1116584413?lang=&edition=full_marsco","pubTime":"2022-12-08 23:39","market":"us","language":"en","title":"3 China Stocks That Could Rebound in 2023, According to Analysts","url":"https://stock-news.laohu8.com/highlight/detail?id=1116584413","media":"TipRanks","summary":"Story HighlightsChinese tech stocks have been heating up of late, even with a potential global reces","content":"<div>\n<p>Story HighlightsChinese tech stocks have been heating up of late, even with a potential global recession on the horizon. As 2023 kicks in, top internet titans like Alibaba, JD.com, and Pinduoduo may ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 China Stocks That Could Rebound in 2023, According to Analysts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 China Stocks That Could Rebound in 2023, According to Analysts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-08 23:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsChinese tech stocks have been heating up of late, even with a potential global recession on the horizon. As 2023 kicks in, top internet titans like Alibaba, JD.com, and Pinduoduo may ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴","PDD":"拼多多","JD":"京东","09618":"京东集团-SW"},"source_url":"https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116584413","content_text":"Story HighlightsChinese tech stocks have been heating up of late, even with a potential global recession on the horizon. As 2023 kicks in, top internet titans like Alibaba, JD.com, and Pinduoduo may have the most room to run as they look to claw back from the depths of the abyss.Chinese stocks have been in a world of pain well before the S&P 500 (SPX) plunged into a bear market in 2022. Indeed, many investors and talking heads have slapped the unenviable title of “uninvestable” on Chinese stocks, given how difficult it is to gauge their inherent risks. Indeed, delisting concerns and other issues based on exogenous events make it hard to value even the “cheapest” Chinese internet ADRs (American Depository Receipts). Despite the added risks of investing in Chinese stocks, many Wall Street analysts continue to view names like Alibaba (NASDAQ: BABA), JD.com (NASDAQ: JD), and Pinduoduo (NASDAQ: PDD) favorably.There’s no doubt that U.S. investors have been burned by Chinese names in recent years. With swollen regulatory risk discounts and considerable growth to be had over the long run, China’s top internet plays may still be worth considering while they’re miles away from their peaks.Let’s check in on three Strong-Buy-rated Chinese tech titans that Wall Street expects great things from in 2023.Alibaba (BABA)Alibaba is probably the first firm that comes to mind to American investors looking for Chinese tech exposure. It’s been a slow, painful descent for one of China’s most FAANG-like stocks. After plunging by around 80% from peak to trough, BABA stock has shown signs of life in recent weeks, rallying by around 52% off the October trough.Whether the recent rally lasts remains to be seen. Regardless, it’s hard for value-conscious investors to overlook the absurdly-low 1.9 times price-to-sales (P/S) multiple.At these depths, even the slightest positive news could have a significant impact on the stock. With Chinese stocks bouncing due to easing COVID-19 restrictions, Alibaba and the broader basket may, once again, be unignorable as consumer spending looks to heal. Arguably, Alibaba has the most to gain as China reopens its economy and the worst recession fears come to pass.What is the Price Target for BABA Stock?Wall Street is sticking with its “Strong Buy” rating on Alibaba stock, with 15 unanimous Buy recommendations. The average BABA stock price target of $133.73 implies a solid 51.4% gain from here.JD.com (JD)JD.com is an e-commerce player that rallied sharply in recent weeks after enduring a nearly two-year-long 64% plunge. Driven by easing COVID-19 restrictions and a huge third-quarter beat that saw per-share earnings crush estimates ($0.90 EPS vs. $0.70 consensus), JD stock now seems to have the most technical strength behind it.At just 0.6 times sales, JD stock has some low expectations in mind ahead of what’s likely to be a global recession. As China looks to loosen its strict zero-COVID policy, JD could be one of the bigger beneficiaries.In a rising-rate world, U.S. investors can appreciate JD’s latest profitability surge. The company is well-positioned to continue driving margins higher as it looks to take a page out of the playbook of an early Amazon (NASDAQ:AMZN).What is the Price Target for JD Stock?Wall Street loves JD stock, with a “Strong Buy” consensus rating. The average JD stock price target of $77.69 implies 32.92% gains from current levels.Pinduoduo (PDD)Pinduoduo is a Chinese e-commerce play that’s suffered the biggest hit to the chin amid China’s horrific tech sell-off. From peak to trough, shares shed more than 83% of their value. Since bottoming earlier this year, though, PDD stock has been really heating up, rewarding dip-buyers who gave the digital retail play the benefit of the doubt. Shares are now up around 265% from their 2022 lows.Indeed, Pinduoduo is the spiciest Chinese internet stock, but one that could deliver the biggest gains in a turnaround scenario. The recent third-quarter beat was a blowout ($1.23 EPS vs. $0.69 consensus). As the company continues to impress despite the dire macro conditions, growth-savvy investors willing to stomach the risks may be enticed to get back into the name.At 6.4 times sales and 30 times trailing earnings, PDD stock is one of the pricier Chinese e-commerce firms. After six straight sizeable bottom-line beats, though, I view the name as compelling.What is the Price Target for PDD Stock?Wall Street continues to pound the table on Pinduoduo. The average PDD stock price target of $99.51 implies 15.95% gains from here.Conclusion: Wall Street is Most Bullish on BABAIndeed, recent momentum in Chinese stocks may reignite enthusiasm. A sustained rally into 2023 may even cause pundits to shed their “uninvestable” status. Of the three names in this piece, Wall Street expects the biggest gains from Alibaba stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}