Elaela88 personal page - To The Moon

Elaela88

Elaela88

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2021-04-09

$CITY DEVELOPMENTS LIMITED(C09.SI)$Dividends soon

2021-07-02

$AMC Entertainment(AMC)$Holding up pretty well [Smile] we can do this!!

2021-07-19

LOL

Morgan Stanley: This Cycle Will Be "Hotter But Shorter" Than Usual

2021-08-03

$Robinhood Markets, Inc.(HOOD)$they’re Using this to fund $GameStop(GME)$and $AMC Entertainment(AMC)$losses lol

2021-07-12

$CITY DEVELOPMENTS LIMITED(C09.SI)$Good time to average down or wait awhile more?

2021-06-24

$Sundial Growers Inc.(SNDL)$14.94% short interest, 297.2m shares shorted. By ortex

2021-06-17

$AMC Entertainment(AMC)$FINALLYYYYY

2021-05-07

$Occidental(OXY)$Wonder if their financials will be good this time?

2021-06-23

$AMC Entertainment(AMC)$can’t wait for the day. We can do this!! Time to take back money from the hedge funds who stole our $$. When in doubt, just go on YouTube or Reddit for conviction.

2021-06-16

$AMC Entertainment(AMC)$watch Matt Kohrs on YouTube for LIVE AMC updates and talk :)

Go to Tiger App to see more news

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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, 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/9010914533","repostId":"9037641199","repostType":1,"repost":{"id":9037641199,"gmtCreate":1648099609333,"gmtModify":1676534304277,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"What have you learned from the Chinese stock market crisis?","htmlText":" From the beginning of 2021 to the beginning of 2022, Chinese concept stocks in the American stock market encountered an unprecedented crisis. Take a look at the trend of China Stock ETF and know how tragic this is:<a href=\"https://laohu8.com/S/PGJ\">$Invesco Golden Dragon China ETF(PGJ)$</a>  In this round of stock market collapse, countless people's beliefs collapsed, their wealth was shattered, and even their health was poor. Therefore, we should summarize and reflect to avoid the recurrence of the tragedy. Some investors concluded that this crisis has taught him four lessons: Non-financial factor risk, guard against high growth risk, attach importance to valuation and defensive investment. Non-financial factor risk: It refers to risks other than finance. For example, the \"double","listText":" From the beginning of 2021 to the beginning of 2022, Chinese concept stocks in the American stock market encountered an unprecedented crisis. 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Take a look at the trend of China Stock ETF and know how tragic this is:$Invesco Golden Dragon China ETF(PGJ)$ In this round of stock market collapse, countless people's beliefs collapsed, their wealth was shattered, and even their health was poor. Therefore, we should summarize and reflect to avoid the recurrence of the tragedy. Some investors concluded that this crisis has taught him four lessons: Non-financial factor risk, guard against high growth risk, attach importance to valuation and defensive investment. Non-financial factor risk: It refers to risks other than finance. For example, the \"double","images":[{"img":"https://static.tigerbbs.com/de0925bcc28b900dc2dac410bd069c04","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037641199","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881014282,"gmtCreate":1631281234046,"gmtModify":1676530517801,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574259724752092","authorIdStr":"3574259724752092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>LETS GOOOOO","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>LETS GOOOOO","text":"$AMC Entertainment(AMC)$LETS GOOOOO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/881014282","isVote":1,"tweetType":1,"viewCount":2270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889931231,"gmtCreate":1631101078323,"gmtModify":1676530467389,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574259724752092","authorIdStr":"3574259724752092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Let’s gooooooo guys[Smile]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Let’s gooooooo guys[Smile]&nbsp;","text":"$AMC Entertainment(AMC)$Let’s gooooooo guys[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/889931231","isVote":1,"tweetType":1,"viewCount":2573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817725410,"gmtCreate":1630990776930,"gmtModify":1676530436656,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574259724752092","authorIdStr":"3574259724752092"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, 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/817725410","repostId":"817935222","repostType":1,"repost":{"id":817935222,"gmtCreate":1630896286966,"gmtModify":1676530415065,"author":{"id":"3574982782498607","authorId":"3574982782498607","name":"WYCKOFFPRO","avatar":"https://static.tigerbbs.com/e6df9a333ebef85a0ceac10611fda7c0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574982782498607","authorIdStr":"3574982782498607"},"themes":[],"title":"The two proxies to confirm the super bull run","htmlText":"Last week I mentioned that we might witness the <a href=\"https://laohu8.com/TW/818340544\" target=\"_blank\">born of a super bull</a>.A few of you pointed out some of the \"red flags\" I covered in the past few weeks that seem in a conflict of the super bull view.There are indeed a number of the red flags brewing and the most obvious is market breadth - the percentage of stocks above 200 MA is deteriorating, which is certainly a divergence with the index.Despite almost the 3 major indices hit historical high (Dow Jones, S&amp;P 500 and NASDAQ) this year, not all stocks are as strong as these indices because only a handful of the stocks, in particular the big &amp; mega cap stocks led the market into historical high. Many stocks especially the small cap (Russell 2000) stocks are laggards.What's","listText":"Last week I mentioned that we might witness the <a href=\"https://laohu8.com/TW/818340544\" target=\"_blank\">born of a super bull</a>.A few of you pointed out some of the \"red flags\" I covered in the past few weeks that seem in a conflict of the super bull view.There are indeed a number of the red flags brewing and the most obvious is market breadth - the percentage of stocks above 200 MA is deteriorating, which is certainly a divergence with the index.Despite almost the 3 major indices hit historical high (Dow Jones, S&amp;P 500 and NASDAQ) this year, not all stocks are as strong as these indices because only a handful of the stocks, in particular the big &amp; mega cap stocks led the market into historical high. Many stocks especially the small cap (Russell 2000) stocks are laggards.What's","text":"Last week I mentioned that we might witness the born of a super bull.A few of you pointed out some of the \"red flags\" I covered in the past few weeks that seem in a conflict of the super bull view.There are indeed a number of the red flags brewing and the most obvious is market breadth - the percentage of stocks above 200 MA is deteriorating, which is certainly a divergence with the index.Despite almost the 3 major indices hit historical high (Dow Jones, S&P 500 and NASDAQ) this year, not all stocks are as strong as these indices because only a handful of the stocks, in particular the big & mega cap stocks led the market into historical high. Many stocks especially the small cap (Russell 2000) stocks are laggards.What's","images":[{"img":"https://static.tigerbbs.com/3da7b4ed6eaf2b5f6ebde28b391c1787","width":"688","height":"351"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/817935222","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838758806,"gmtCreate":1629431762805,"gmtModify":1676530039389,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574259724752092","authorIdStr":"3574259724752092"},"themes":[],"htmlText":"-","listText":"-","text":"-","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838758806","repostId":"1113659023","repostType":4,"isVote":1,"tweetType":1,"viewCount":2490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833027062,"gmtCreate":1629190985056,"gmtModify":1676529960194,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574259724752092","authorIdStr":"3574259724752092"},"themes":[],"htmlText":"-","listText":"-","text":"-","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/833027062","repostId":"839561366","repostType":1,"repost":{"id":839561366,"gmtCreate":1629166923855,"gmtModify":1676529951615,"author":{"id":"3556134694513016","authorId":"3556134694513016","name":"3Fs","avatar":"https://static.tigerbbs.com/26cf959de8173b4a8aaee5e8568a8eff","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556134694513016","authorIdStr":"3556134694513016"},"themes":[],"title":"Executing a Game Plan on Averaging Down Investment Strategy","htmlText":"I wrote about the importance of having the right mental mindset in order to enact a perfect execution strategy in investing.In this article, we’ll explore a little deeper about devising a game plan on&nbsp;Averaging Down&nbsp;as an investment strategy.Do note that the focus is primarily on fundamentals first, technical second. As such, as and when we find that there is sufficient value in the company, we will consider purchasing and will use technical to aid our entry and exit positions.Is Averaging Down an Effective Strategy:First, you need to have resources or what we often termed it as&nbsp;warchest.In an ideal world where we have unlimited warchest, that would be nice.In a real world, many of us have a limited resource.Our funds are likely to be limited and even so, we want to cap the","listText":"I wrote about the importance of having the right mental mindset in order to enact a perfect execution strategy in investing.In this article, we’ll explore a little deeper about devising a game plan on&nbsp;Averaging Down&nbsp;as an investment strategy.Do note that the focus is primarily on fundamentals first, technical second. As such, as and when we find that there is sufficient value in the company, we will consider purchasing and will use technical to aid our entry and exit positions.Is Averaging Down an Effective Strategy:First, you need to have resources or what we often termed it as&nbsp;warchest.In an ideal world where we have unlimited warchest, that would be nice.In a real world, many of us have a limited resource.Our funds are likely to be limited and even so, we want to cap the","text":"I wrote about the importance of having the right mental mindset in order to enact a perfect execution strategy in investing.In this article, we’ll explore a little deeper about devising a game plan on Averaging Down as an investment strategy.Do note that the focus is primarily on fundamentals first, technical second. As such, as and when we find that there is sufficient value in the company, we will consider purchasing and will use technical to aid our entry and exit positions.Is Averaging Down an Effective Strategy:First, you need to have resources or what we often termed it as warchest.In an ideal world where we have unlimited warchest, that would be nice.In a real world, many of us have a limited resource.Our funds are likely to be limited and even so, we want to cap the","images":[{"img":"https://static.tigerbbs.com/fc91738e34de3415a5934b20a87ff725","width":"828","height":"128"},{"img":"https://static.tigerbbs.com/53db708ef53e9ede6523833aadeac99b","width":"1024","height":"508"},{"img":"https://static.tigerbbs.com/2af63960cb6fcb2f24c72e2da8283a70","width":"2154","height":"920"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839561366","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897916178,"gmtCreate":1628867799094,"gmtModify":1676529881483,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574259724752092","authorIdStr":"3574259724752092"},"themes":[],"htmlText":"-","listText":"-","text":"-","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897916178","repostId":"897993139","repostType":1,"repost":{"id":897993139,"gmtCreate":1628866319521,"gmtModify":1676529880845,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532831849818465","authorIdStr":"3532831849818465"},"themes":[],"title":"通脹壓力未減，WTI原油8月月K驚現吞沒形態","htmlText":"本週，中美均公佈了通脹數據。 先看中國方面，7月份居民消費價格同比上漲1.0%，環比上漲0.3%；7月份PPI同比上漲9.0%，環比上漲0.5%。 生產資料出廠價格漲幅 其中，生活資料出廠價格漲幅同比增0.3%，不過生產資料出廠價格漲幅同比12%，導致PPI增速與CPI的剪刀差進一步擴大至8%。 許導認爲，由於上游原材料價格目前無法向下遊有效傳導，預計未來一個季度左右，PPI同比將會繼續維持在7-9%的高位。隨着生豬價格的企穩回升，第四季度CPI有望出現反彈，屆時剪刀差有望縮窄。 因此，大家要深刻認識到，通脹高溫不退，就意味着此前我們提及的週期性板塊，諸如鋼鐵，煤炭，有色與化工的行情有望延續。與此同時，上下游價格傳導的遲滯，明顯限制了市場對於大消費類個股炒作的空間。爲了緩和下游的成本壓力，近期郭嘉出臺一系列保供穩價的政策，包括拋售儲備，關稅調整，增加煤礦和鐵礦石內礦產能等。 鐵礦石VS螺紋鋼 如上圖所示，鐵礦石與螺紋鋼的價差近期已經逐步縮窄，甚至螺紋價格的漲幅已經有穿越鐵礦的趨勢，這也是爲什麼許導在課程直播裏面，重點讓大家關注這個板塊未來的機會： 鋼鐵板塊 當然，從7月份的社融數據來看，M2同比增長僅8.3%，遠低於預期的8.7%，一定程度上引發了市場的擔憂，此前的降準也許就是央媽先行一步的調控，隨着7月份MPI新出口訂單再度走弱，意味着今年第四季度出口壓力會加大，同時也意味着，四季度降準的窗口有望再次打開。 因此，我們繼續維持大A震盪的結構性行情觀點不變，下週需要留意的時間窗口我寫在隱藏口令好了，這裏空間上就是要注意一下前文《0812：汽車製造霸屏，大盤短期壓力驟顯！》談及的下降壓力線和上升趨勢線反壓。 再看美國方面，7月份CPI同比增5.4%，與上月持平，核心CPI同比增4.3%，較上月放緩。看起來經濟重啓之後所帶來的快速漲價階段已經過去，不過通脹繼續上行的風險仍然未解","listText":"本週，中美均公佈了通脹數據。 先看中國方面，7月份居民消費價格同比上漲1.0%，環比上漲0.3%；7月份PPI同比上漲9.0%，環比上漲0.5%。 生產資料出廠價格漲幅 其中，生活資料出廠價格漲幅同比增0.3%，不過生產資料出廠價格漲幅同比12%，導致PPI增速與CPI的剪刀差進一步擴大至8%。 許導認爲，由於上游原材料價格目前無法向下遊有效傳導，預計未來一個季度左右，PPI同比將會繼續維持在7-9%的高位。隨着生豬價格的企穩回升，第四季度CPI有望出現反彈，屆時剪刀差有望縮窄。 因此，大家要深刻認識到，通脹高溫不退，就意味着此前我們提及的週期性板塊，諸如鋼鐵，煤炭，有色與化工的行情有望延續。與此同時，上下游價格傳導的遲滯，明顯限制了市場對於大消費類個股炒作的空間。爲了緩和下游的成本壓力，近期郭嘉出臺一系列保供穩價的政策，包括拋售儲備，關稅調整，增加煤礦和鐵礦石內礦產能等。 鐵礦石VS螺紋鋼 如上圖所示，鐵礦石與螺紋鋼的價差近期已經逐步縮窄，甚至螺紋價格的漲幅已經有穿越鐵礦的趨勢，這也是爲什麼許導在課程直播裏面，重點讓大家關注這個板塊未來的機會： 鋼鐵板塊 當然，從7月份的社融數據來看，M2同比增長僅8.3%，遠低於預期的8.7%，一定程度上引發了市場的擔憂，此前的降準也許就是央媽先行一步的調控，隨着7月份MPI新出口訂單再度走弱，意味着今年第四季度出口壓力會加大，同時也意味着，四季度降準的窗口有望再次打開。 因此，我們繼續維持大A震盪的結構性行情觀點不變，下週需要留意的時間窗口我寫在隱藏口令好了，這裏空間上就是要注意一下前文《0812：汽車製造霸屏，大盤短期壓力驟顯！》談及的下降壓力線和上升趨勢線反壓。 再看美國方面，7月份CPI同比增5.4%，與上月持平，核心CPI同比增4.3%，較上月放緩。看起來經濟重啓之後所帶來的快速漲價階段已經過去，不過通脹繼續上行的風險仍然未解","text":"本週，中美均公佈了通脹數據。 先看中國方面，7月份居民消費價格同比上漲1.0%，環比上漲0.3%；7月份PPI同比上漲9.0%，環比上漲0.5%。 生產資料出廠價格漲幅 其中，生活資料出廠價格漲幅同比增0.3%，不過生產資料出廠價格漲幅同比12%，導致PPI增速與CPI的剪刀差進一步擴大至8%。 許導認爲，由於上游原材料價格目前無法向下遊有效傳導，預計未來一個季度左右，PPI同比將會繼續維持在7-9%的高位。隨着生豬價格的企穩回升，第四季度CPI有望出現反彈，屆時剪刀差有望縮窄。 因此，大家要深刻認識到，通脹高溫不退，就意味着此前我們提及的週期性板塊，諸如鋼鐵，煤炭，有色與化工的行情有望延續。與此同時，上下游價格傳導的遲滯，明顯限制了市場對於大消費類個股炒作的空間。爲了緩和下游的成本壓力，近期郭嘉出臺一系列保供穩價的政策，包括拋售儲備，關稅調整，增加煤礦和鐵礦石內礦產能等。 鐵礦石VS螺紋鋼 如上圖所示，鐵礦石與螺紋鋼的價差近期已經逐步縮窄，甚至螺紋價格的漲幅已經有穿越鐵礦的趨勢，這也是爲什麼許導在課程直播裏面，重點讓大家關注這個板塊未來的機會： 鋼鐵板塊 當然，從7月份的社融數據來看，M2同比增長僅8.3%，遠低於預期的8.7%，一定程度上引發了市場的擔憂，此前的降準也許就是央媽先行一步的調控，隨着7月份MPI新出口訂單再度走弱，意味着今年第四季度出口壓力會加大，同時也意味着，四季度降準的窗口有望再次打開。 因此，我們繼續維持大A震盪的結構性行情觀點不變，下週需要留意的時間窗口我寫在隱藏口令好了，這裏空間上就是要注意一下前文《0812：汽車製造霸屏，大盤短期壓力驟顯！》談及的下降壓力線和上升趨勢線反壓。 再看美國方面，7月份CPI同比增5.4%，與上月持平，核心CPI同比增4.3%，較上月放緩。看起來經濟重啓之後所帶來的快速漲價階段已經過去，不過通脹繼續上行的風險仍然未解","images":[{"img":"https://static.tigerbbs.com/6afe9a28b3166b2f5b7aa5961b7a7995","width":"637","height":"323"},{"img":"https://static.tigerbbs.com/7e743048d545418bd62120a92d141ff3","width":"745","height":"243"},{"img":"https://static.tigerbbs.com/f69986af84ebdbc7935145dc658e4594","width":"660","height":"453"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897993139","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894768635,"gmtCreate":1628858073727,"gmtModify":1676529876707,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574259724752092","authorIdStr":"3574259724752092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>?","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>?","text":"$Palantir Technologies Inc.(PLTR)$?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/894768635","repostId":"894509071","repostType":1,"repost":{"id":894509071,"gmtCreate":1628834636190,"gmtModify":1676529869787,"author":{"id":"3479274806599608","authorId":"3479274806599608","name":"dropppie","avatar":"https://static.tigerbbs.com/66185f45dcdab7c56af7de40dd091b3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274806599608","authorIdStr":"3479274806599608"},"themes":[],"title":"Palantir: 7 Interesting Things From The Q2 2021 Earnings Call","htmlText":"Summary First, I briefly review the big news and highlights from PLTR's Q2 2021 business update. Second, I cover some of the details that are less well-known, including comments made by leadership on the earnings call. Third, dive into some important details about Alex Karp's compensation, including his insider selling activity; leadership had a response prepared. Lastly, I visit several metrics on my radar, including stock-based compensation, contribution margin, and deal value.&nbsp; It's likely that you've already heard the news that Palantir (PLTR) just reported astrong Q2 2021. I'm certain there will be plenty of coverage of the empirical results, including the tremendous growth andincreased cash flow outlook. Here, I'll just highlight those numbers then I'll turn to a few things that","listText":"Summary First, I briefly review the big news and highlights from PLTR's Q2 2021 business update. Second, I cover some of the details that are less well-known, including comments made by leadership on the earnings call. Third, dive into some important details about Alex Karp's compensation, including his insider selling activity; leadership had a response prepared. Lastly, I visit several metrics on my radar, including stock-based compensation, contribution margin, and deal value.&nbsp; It's likely that you've already heard the news that Palantir (PLTR) just reported astrong Q2 2021. I'm certain there will be plenty of coverage of the empirical results, including the tremendous growth andincreased cash flow outlook. Here, I'll just highlight those numbers then I'll turn to a few things that","text":"Summary First, I briefly review the big news and highlights from PLTR's Q2 2021 business update. Second, I cover some of the details that are less well-known, including comments made by leadership on the earnings call. Third, dive into some important details about Alex Karp's compensation, including his insider selling activity; leadership had a response prepared. Lastly, I visit several metrics on my radar, including stock-based compensation, contribution margin, and deal value. It's likely that you've already heard the news that Palantir (PLTR) just reported astrong Q2 2021. I'm certain there will be plenty of coverage of the empirical results, including the tremendous growth andincreased cash flow outlook. Here, I'll just highlight those numbers then I'll turn to a few things that","images":[{"img":"https://static.tigerbbs.com/6ad3d9bc5f736b9a33b0a130048ec15c","width":"640","height":"295"},{"img":"https://static.tigerbbs.com/876f68a6fff056f072e916e88ecfb9ad","width":"640","height":"320"},{"img":"https://static.tigerbbs.com/3156d23d24d6af84f01d6192acde0d4d","width":"1536","height":"864"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/894509071","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894550545,"gmtCreate":1628842041987,"gmtModify":1676529871605,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574259724752092","authorIdStr":"3574259724752092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C09.SI\">$CITY DEVELOPMENTS LIMITED(C09.SI)$</a>Did it just bottomed?","listText":"<a href=\"https://laohu8.com/S/C09.SI\">$CITY DEVELOPMENTS LIMITED(C09.SI)$</a>Did it just bottomed?","text":"$CITY DEVELOPMENTS LIMITED(C09.SI)$Did it just bottomed?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/894550545","isVote":1,"tweetType":1,"viewCount":2428,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579334079758210","authorId":"3579334079758210","name":"Yongkiat","avatar":"https://static.tigerbbs.com/9e7b865ba6ae3db607efa315dee80630","crmLevel":2,"crmLevelSwitch":1,"idStr":"3579334079758210","authorIdStr":"3579334079758210"},"content":"Yes bottom is at 6.6s. High 7s/low 8s in september","text":"Yes bottom is at 6.6s. High 7s/low 8s in september","html":"Yes bottom is at 6.6s. High 7s/low 8s in september"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896252743,"gmtCreate":1628587447182,"gmtModify":1703508621818,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574259724752092","authorIdStr":"3574259724752092"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/896252743","repostId":"896133983","repostType":1,"repost":{"id":896133983,"gmtCreate":1628560384342,"gmtModify":1703508113837,"author":{"id":"3575124118028153","authorId":"3575124118028153","name":"thefatboi","avatar":"https://static.tigerbbs.com/0c9be39e3426e74fa682cbc28b49c221","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575124118028153","authorIdStr":"3575124118028153"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Things are looking very good for AMC from the Earnings Call Q2 2021! Below here is a summary of the Earnings Call.&nbsp;•Adam Aaron announced on Twitter and in the call that AMC ended the June 30, 2021 quarter with MORE THAN $2 BILLION OF LIQUIDITY (cash in the bank or undrawn revolving credit line). Right around DOUBLE the highest quarter ending liquidity level AMC has ever had before in our 101 year history!• CEO Adam Aaron has not sold a single share.• There will be a GAMESTOP partnership inquiry coming up. (Potentially hosting gaming tournaments)• AMC will be finding ways to expand their businesses (through Live Events like: Sports, Music, Esports)• 10 new theaters upcoming• AMC reaches deal with Warner Bros. for 45 days th","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Things are looking very good for AMC from the Earnings Call Q2 2021! Below here is a summary of the Earnings Call.&nbsp;•Adam Aaron announced on Twitter and in the call that AMC ended the June 30, 2021 quarter with MORE THAN $2 BILLION OF LIQUIDITY (cash in the bank or undrawn revolving credit line). Right around DOUBLE the highest quarter ending liquidity level AMC has ever had before in our 101 year history!• CEO Adam Aaron has not sold a single share.• There will be a GAMESTOP partnership inquiry coming up. (Potentially hosting gaming tournaments)• AMC will be finding ways to expand their businesses (through Live Events like: Sports, Music, Esports)• 10 new theaters upcoming• AMC reaches deal with Warner Bros. for 45 days th","text":"$AMC Entertainment(AMC)$Things are looking very good for AMC from the Earnings Call Q2 2021! Below here is a summary of the Earnings Call. •Adam Aaron announced on Twitter and in the call that AMC ended the June 30, 2021 quarter with MORE THAN $2 BILLION OF LIQUIDITY (cash in the bank or undrawn revolving credit line). Right around DOUBLE the highest quarter ending liquidity level AMC has ever had before in our 101 year history!• CEO Adam Aaron has not sold a single share.• There will be a GAMESTOP partnership inquiry coming up. (Potentially hosting gaming tournaments)• AMC will be finding ways to expand their businesses (through Live Events like: Sports, Music, Esports)• 10 new theaters upcoming• AMC reaches deal with Warner Bros. for 45 days th","images":[{"img":"https://static.tigerbbs.com/fcc5ea1ec13f9a7288ef99643f1d59df","width":"1080","height":"2280"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/896133983","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890694313,"gmtCreate":1628102476932,"gmtModify":1703501260193,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574259724752092","authorIdStr":"3574259724752092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>Let’s go","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>Let’s go","text":"$SoFi Technologies Inc.(SOFI)$Let’s go","images":[{"img":"https://static.tigerbbs.com/61aee91b9762e49655713d64f30c4c6f","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890694313","isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":807754555,"gmtCreate":1628061785677,"gmtModify":1703500486603,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574259724752092","authorIdStr":"3574259724752092"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, 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/807754555","repostId":"1162890450","repostType":4,"repost":{"id":"1162890450","kind":"news","pubTimestamp":1628053699,"share":"https://ttm.financial/m/news/1162890450?lang=en_US&edition=fundamental","pubTime":"2021-08-04 13:08","market":"us","language":"en","title":"Apple taps more China suppliers for its latest iPhones","url":"https://stock-news.laohu8.com/highlight/detail?id=1162890450","media":"Nikkei Asia","summary":"Rise of Chinese assemblers and component makers comes amid tech tensions with US\nTAIPEI -- Apple is ","content":"<p>Rise of Chinese assemblers and component makers comes amid tech tensions with US</p>\n<p>TAIPEI -- Apple is tapping more suppliers in China for key roles in producing the latest iPhone, a sign that the country's technological competitiveness is continuing to increase despite Washington's attempts to rein&nbsp;in Beijing's tech ambitions.</p>\n<p>Luxshare Precision Industry will build up to 3% of the upcoming iPhone 13 series, winning orders away from Taiwanese rivals Foxconn and Pegatron, Nikkei Asia has learned. Apple is slated to produce between&nbsp;90 million and 95 million&nbsp;of the new iPhones through January.</p>\n<p>Luxshare will start building the iPhone 13 Pro -- as the premium model is expected to be called -- this month, according to sources, a major breakthrough for a company that has never produced iPhones on its own. Newcomers to the Apple supply chain normally start out making older iPhone models. Two companies that Luxshare acquired last year, South Korean camera module maker Cowell and metal frame maker Casetek of Taiwan, will also supply key components and parts for this year's new iPhones, sources familiar with the matter said.</p>\n<p>\"Although Luxshare only makes a small percentage of iPhones this year, we can't let our guard down,\" said a senior executive at a rival iPhone supplier. \"If we don't strengthen our competitiveness, sooner or later they will be the major source.\"</p>\n<p>Apple boasts the world's most complex consumer electronics supply chain, churning out roughly 200 million iPhones, 20 million MacBooks and tens of millions of AirPods a year. The company's notoriously high manufacturing standards mean that any company in its supply chain is seen as being among the best in its field.</p>\n<p>The rise of Chinese Apple suppliers comes at the expense of rivals in the U.S., Taiwan, Japan and South Korea, several of whom are either seeing their share of orders shrink or who have dropped out of the Apple supply chain completely.</p>\n<p><img src=\"https://static.tigerbbs.com/e1fb5c95212cf97e9a354d35849947b1\" tg-width=\"770\" tg-height=\"921\" referrerpolicy=\"no-referrer\"></p>\n<p>China's success also comes despite an ongoing U.S. crackdown on Chinese chipmakers, including trade restrictions aimed at blocking their access to vital American tools and technologies.</p>\n<p>Hunan-based Lens Technology previously only supplied glass backs and cover glass for iPhones, but this year will also supply metal casings for the first time, Nikkei has learned, thanks to its acquisition last year of a rival's metal frame and casing plants in China.</p>\n<p>Meanwhile, China's biggest maker of smartphone camera lenses, Sunny Optical Technology, entered the iPhone supply chain for the first time this year, people familiar with the matter said. The Hong Kong-listed company will supply rear camera lenses, though its share is still small, according to the sources.</p>\n<p>Based in Zhejiang Province, Sunny Optical -- a key supplier to China's Xiaomi, Huawei, Oppo and Vivo -- has long been viewed as a key competitor to Largan Precision of Taiwan, the leading maker of premium smartphone lenses and a longtime iPhone supplier. Sunny Optical's revenue nearly tripled from 2016, while its net profit has quadrupled.</p>\n<p>BOE Technology will begin supplying premium organic light-emitting diode displays for the iPhone 13 series as soon as next quarter if it receives Apple's approval this quarter, two people familiar with the situation said. It started providing OLED displays for older iPhone models last year.</p>\n<p>Beijing sees BOE as the country's best hope for challenging Samsung, the world's largest and most advanced OLED supplier. Apple is also keen to bring the Chinese display maker into the iPhone supply chain as a way of increasing its bargaining power with Samsung.</p>\n<p>Several other Chinese companies appeared on Apple's supplier list for the first time last year, including display maker Tianma Micro-Electronics, memory chip maker GigaDevice Semiconductor and Nexperia, owned by China's biggest smartphone assembler, Wingtech Technology.</p>\n<p>Wingtech is also in the process of buying the U.K.'s biggest chip plant, Wales-based Newport Wafer Fab, via Nexperia.</p>\n<p>Shenzhen Everwin Precision Technology, a rival of Taiwan's Catcher Technology and Foxconn's casing unit, also appeared on the top 200 suppliers list for the first time last year.</p>\n<p>Eric Tseng, chief analyst with Isaiah Research, said companies like Luxshare, Goertek, Wingtech and Lens have all been gaining orders in the Apple supply chain recently. The rise of Luxshare -- which started out providing relatively simple components for iPhones just a few years ago -- is likely to be a bargaining chip for Apple against its longtime manufacturing partner Foxconn, he added.</p>\n<p>\"We foresee Apple's need to diversify its sourcing and manage its costs amid the geopolitical uncertainties that will continue to rise in the coming years, which will give Chinese suppliers a good opportunity to expand shares in the supply chains and create bigger pressure on the existing suppliers,\" Tseng told Nikkei Asia.</p>\n<p>Apple, Luxshare, Lens, BOE and Sunny Optical did not respond Nikkei's Asia's requests for comments as of publication.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple taps more China suppliers for its latest iPhones</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple taps more China suppliers for its latest iPhones\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 13:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://asia.nikkei.com/Business/Technology/Apple-taps-more-China-suppliers-for-its-latest-iPhones><strong>Nikkei Asia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rise of Chinese assemblers and component makers comes amid tech tensions with US\nTAIPEI -- Apple is tapping more suppliers in China for key roles in producing the latest iPhone, a sign that the ...</p>\n\n<a href=\"https://asia.nikkei.com/Business/Technology/Apple-taps-more-China-suppliers-for-its-latest-iPhones\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02382":"舜宇光学科技","AAPL":"苹果","000725":"京东方A","002475":"立讯精密"},"source_url":"https://asia.nikkei.com/Business/Technology/Apple-taps-more-China-suppliers-for-its-latest-iPhones","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162890450","content_text":"Rise of Chinese assemblers and component makers comes amid tech tensions with US\nTAIPEI -- Apple is tapping more suppliers in China for key roles in producing the latest iPhone, a sign that the country's technological competitiveness is continuing to increase despite Washington's attempts to rein in Beijing's tech ambitions.\nLuxshare Precision Industry will build up to 3% of the upcoming iPhone 13 series, winning orders away from Taiwanese rivals Foxconn and Pegatron, Nikkei Asia has learned. Apple is slated to produce between 90 million and 95 million of the new iPhones through January.\nLuxshare will start building the iPhone 13 Pro -- as the premium model is expected to be called -- this month, according to sources, a major breakthrough for a company that has never produced iPhones on its own. Newcomers to the Apple supply chain normally start out making older iPhone models. Two companies that Luxshare acquired last year, South Korean camera module maker Cowell and metal frame maker Casetek of Taiwan, will also supply key components and parts for this year's new iPhones, sources familiar with the matter said.\n\"Although Luxshare only makes a small percentage of iPhones this year, we can't let our guard down,\" said a senior executive at a rival iPhone supplier. \"If we don't strengthen our competitiveness, sooner or later they will be the major source.\"\nApple boasts the world's most complex consumer electronics supply chain, churning out roughly 200 million iPhones, 20 million MacBooks and tens of millions of AirPods a year. The company's notoriously high manufacturing standards mean that any company in its supply chain is seen as being among the best in its field.\nThe rise of Chinese Apple suppliers comes at the expense of rivals in the U.S., Taiwan, Japan and South Korea, several of whom are either seeing their share of orders shrink or who have dropped out of the Apple supply chain completely.\n\nChina's success also comes despite an ongoing U.S. crackdown on Chinese chipmakers, including trade restrictions aimed at blocking their access to vital American tools and technologies.\nHunan-based Lens Technology previously only supplied glass backs and cover glass for iPhones, but this year will also supply metal casings for the first time, Nikkei has learned, thanks to its acquisition last year of a rival's metal frame and casing plants in China.\nMeanwhile, China's biggest maker of smartphone camera lenses, Sunny Optical Technology, entered the iPhone supply chain for the first time this year, people familiar with the matter said. The Hong Kong-listed company will supply rear camera lenses, though its share is still small, according to the sources.\nBased in Zhejiang Province, Sunny Optical -- a key supplier to China's Xiaomi, Huawei, Oppo and Vivo -- has long been viewed as a key competitor to Largan Precision of Taiwan, the leading maker of premium smartphone lenses and a longtime iPhone supplier. Sunny Optical's revenue nearly tripled from 2016, while its net profit has quadrupled.\nBOE Technology will begin supplying premium organic light-emitting diode displays for the iPhone 13 series as soon as next quarter if it receives Apple's approval this quarter, two people familiar with the situation said. It started providing OLED displays for older iPhone models last year.\nBeijing sees BOE as the country's best hope for challenging Samsung, the world's largest and most advanced OLED supplier. Apple is also keen to bring the Chinese display maker into the iPhone supply chain as a way of increasing its bargaining power with Samsung.\nSeveral other Chinese companies appeared on Apple's supplier list for the first time last year, including display maker Tianma Micro-Electronics, memory chip maker GigaDevice Semiconductor and Nexperia, owned by China's biggest smartphone assembler, Wingtech Technology.\nWingtech is also in the process of buying the U.K.'s biggest chip plant, Wales-based Newport Wafer Fab, via Nexperia.\nShenzhen Everwin Precision Technology, a rival of Taiwan's Catcher Technology and Foxconn's casing unit, also appeared on the top 200 suppliers list for the first time last year.\nEric Tseng, chief analyst with Isaiah Research, said companies like Luxshare, Goertek, Wingtech and Lens have all been gaining orders in the Apple supply chain recently. The rise of Luxshare -- which started out providing relatively simple components for iPhones just a few years ago -- is likely to be a bargaining chip for Apple against its longtime manufacturing partner Foxconn, he added.\n\"We foresee Apple's need to diversify its sourcing and manage its costs amid the geopolitical uncertainties that will continue to rise in the coming years, which will give Chinese suppliers a good opportunity to expand shares in the supply chains and create bigger pressure on the existing suppliers,\" Tseng told Nikkei Asia.\nApple, Luxshare, Lens, BOE and Sunny Optical did not respond Nikkei's Asia's requests for comments as of publication.","news_type":1,"symbols_score_info":{"02382":0.9,"AAPL":0.9,"000725":0.9,"002475":0.9}},"isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807106396,"gmtCreate":1628003565815,"gmtModify":1703499533010,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574259724752092","authorIdStr":"3574259724752092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HOOD\">$Robinhood Markets, Inc.(HOOD)$</a>they’re&nbsp;Using this to fund <a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>and <a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>losses lol","listText":"<a href=\"https://laohu8.com/S/HOOD\">$Robinhood Markets, Inc.(HOOD)$</a>they’re&nbsp;Using this to fund <a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>and <a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>losses lol","text":"$Robinhood Markets, Inc.(HOOD)$they’re Using this to fund $GameStop(GME)$and $AMC Entertainment(AMC)$losses lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/807106396","isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807103880,"gmtCreate":1628003456940,"gmtModify":1703499528627,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574259724752092","authorIdStr":"3574259724752092"},"themes":[],"htmlText":"People actually listened? Or is it just fake pump","listText":"People actually listened? Or is it just fake pump","text":"People actually listened? Or is it just fake pump","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807103880","repostId":"1136280710","repostType":4,"isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804058922,"gmtCreate":1627913361966,"gmtModify":1703497782208,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574259724752092","authorIdStr":"3574259724752092"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804058922","repostId":"805697757","repostType":1,"repost":{"id":805697757,"gmtCreate":1627874255276,"gmtModify":1703496972272,"author":{"id":"3534312224764596","authorId":"3534312224764596","name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534312224764596","authorIdStr":"3534312224764596"},"themes":[],"title":"接下來你一定要小心，最慘的時節可能就要來了","htmlText":"此前一直強調的8月份正式到來。8月，將進入全球股市最容易出風險的投資月份。不過看來無需提醒，A50已經先跌爲敬了。 （摘自華爾街見聞） 一、美股指 其實美股的2、5、8、10素來是重要時間點（財報季，財報數據會證實或證僞市場），哪怕沒有利空數據加持，見頂調整之概率均較大。 由於具體哪天見頂，視乎消息決定，所以策略上大家要相對敏感，跌穿均線即對衝。均線有兩條20和60日均線，20日均線就需要試錯避險，做空股指期貨或者買入看跌期權。而60日均線可以理解爲確認曲線，只是從交易上來說，60日均線較滯後，不太建議等到那個時候再處理。下跌幅度初步估計10-15%左右，時間上要視乎下跌速度而定。 二、A50 A50可謂是今年以來最弱的指數，自2月份見頂以來（重要時點），就一直下跌至今。根據A股獨特的時間週期，一直以爲8月份是個高點，然後來個全球共振。但A50最近的破位下跌，看來全球股市走勢是分化的，有可能8月份一起調整完後，A50股率先見底也不奇怪。畢竟A50的也是中國的核心資產，美股若下跌，資金流出美國市場尋找安全資產時，A50或許是個很好的標的，因此跌下來後，抄底A50應該是投資首選。 至於哪個點位抄底A50最安全？那就要使用一年前和大家強調過的A50生命線了。 以當前價格A50仍需下跌10%才能到達黃線位置，具體點位在13400附近。如果下週繼續脈衝，那麼買A50空美股就成爲一個很好的策略。而當前，既然A50已破位，那麼繼續等待即可。 三、貴金屬 既然股市出風險，那麼貴金屬理應是避險資產中的選擇。儘管美聯儲縮表加息對貴金屬有利空效應，但貴金屬畢竟調整了將近1年，目前價格也是市場多種預期博弈後的結果，因此貴金屬價格並不悲觀，況且時間點已到，當前值得逢低做多試錯，對衝美股下跌之預期。 策略上，黃金時間點雖然確認，但仍需做好止損設置，點位在1790附近，預期黃金行情沿着20日均線震盪走高","listText":"此前一直強調的8月份正式到來。8月，將進入全球股市最容易出風險的投資月份。不過看來無需提醒，A50已經先跌爲敬了。 （摘自華爾街見聞） 一、美股指 其實美股的2、5、8、10素來是重要時間點（財報季，財報數據會證實或證僞市場），哪怕沒有利空數據加持，見頂調整之概率均較大。 由於具體哪天見頂，視乎消息決定，所以策略上大家要相對敏感，跌穿均線即對衝。均線有兩條20和60日均線，20日均線就需要試錯避險，做空股指期貨或者買入看跌期權。而60日均線可以理解爲確認曲線，只是從交易上來說，60日均線較滯後，不太建議等到那個時候再處理。下跌幅度初步估計10-15%左右，時間上要視乎下跌速度而定。 二、A50 A50可謂是今年以來最弱的指數，自2月份見頂以來（重要時點），就一直下跌至今。根據A股獨特的時間週期，一直以爲8月份是個高點，然後來個全球共振。但A50最近的破位下跌，看來全球股市走勢是分化的，有可能8月份一起調整完後，A50股率先見底也不奇怪。畢竟A50的也是中國的核心資產，美股若下跌，資金流出美國市場尋找安全資產時，A50或許是個很好的標的，因此跌下來後，抄底A50應該是投資首選。 至於哪個點位抄底A50最安全？那就要使用一年前和大家強調過的A50生命線了。 以當前價格A50仍需下跌10%才能到達黃線位置，具體點位在13400附近。如果下週繼續脈衝，那麼買A50空美股就成爲一個很好的策略。而當前，既然A50已破位，那麼繼續等待即可。 三、貴金屬 既然股市出風險，那麼貴金屬理應是避險資產中的選擇。儘管美聯儲縮表加息對貴金屬有利空效應，但貴金屬畢竟調整了將近1年，目前價格也是市場多種預期博弈後的結果，因此貴金屬價格並不悲觀，況且時間點已到，當前值得逢低做多試錯，對衝美股下跌之預期。 策略上，黃金時間點雖然確認，但仍需做好止損設置，點位在1790附近，預期黃金行情沿着20日均線震盪走高","text":"此前一直強調的8月份正式到來。8月，將進入全球股市最容易出風險的投資月份。不過看來無需提醒，A50已經先跌爲敬了。 （摘自華爾街見聞） 一、美股指 其實美股的2、5、8、10素來是重要時間點（財報季，財報數據會證實或證僞市場），哪怕沒有利空數據加持，見頂調整之概率均較大。 由於具體哪天見頂，視乎消息決定，所以策略上大家要相對敏感，跌穿均線即對衝。均線有兩條20和60日均線，20日均線就需要試錯避險，做空股指期貨或者買入看跌期權。而60日均線可以理解爲確認曲線，只是從交易上來說，60日均線較滯後，不太建議等到那個時候再處理。下跌幅度初步估計10-15%左右，時間上要視乎下跌速度而定。 二、A50 A50可謂是今年以來最弱的指數，自2月份見頂以來（重要時點），就一直下跌至今。根據A股獨特的時間週期，一直以爲8月份是個高點，然後來個全球共振。但A50最近的破位下跌，看來全球股市走勢是分化的，有可能8月份一起調整完後，A50股率先見底也不奇怪。畢竟A50的也是中國的核心資產，美股若下跌，資金流出美國市場尋找安全資產時，A50或許是個很好的標的，因此跌下來後，抄底A50應該是投資首選。 至於哪個點位抄底A50最安全？那就要使用一年前和大家強調過的A50生命線了。 以當前價格A50仍需下跌10%才能到達黃線位置，具體點位在13400附近。如果下週繼續脈衝，那麼買A50空美股就成爲一個很好的策略。而當前，既然A50已破位，那麼繼續等待即可。 三、貴金屬 既然股市出風險，那麼貴金屬理應是避險資產中的選擇。儘管美聯儲縮表加息對貴金屬有利空效應，但貴金屬畢竟調整了將近1年，目前價格也是市場多種預期博弈後的結果，因此貴金屬價格並不悲觀，況且時間點已到，當前值得逢低做多試錯，對衝美股下跌之預期。 策略上，黃金時間點雖然確認，但仍需做好止損設置，點位在1790附近，預期黃金行情沿着20日均線震盪走高","images":[{"img":"https://static.tigerbbs.com/430059e5ead197e634074fd68c2906e9","width":"1270","height":"860"},{"img":"https://static.tigerbbs.com/b20a8ea3b6fe44d00bd2620c60298905","width":"2223","height":"1511"},{"img":"https://static.tigerbbs.com/5398bd9c2183732a8eea8e231f0b82b9","width":"2223","height":"1438"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805697757","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805824751,"gmtCreate":1627871182273,"gmtModify":1703496897648,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574259724752092","authorIdStr":"3574259724752092"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805824751","repostId":"808975760","repostType":1,"repost":{"id":808975760,"gmtCreate":1627554246550,"gmtModify":1703492251254,"author":{"id":"3503101861637632","authorId":"3503101861637632","name":"SSally","avatar":"https://static.tigerbbs.com/47359d8d1cd34a1d4a1e6b243e7814e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503101861637632","authorIdStr":"3503101861637632"},"themes":[],"title":"最悲觀的時刻往往是買入的時機","htmlText":"牛市在悲觀中誕生，在懷疑中成長，最悲觀的時刻往往是買入的最佳時機——約翰鄧普頓.——————相信這個時刻應該有不少人對自己持有的標的感到沮喪和懷疑.但是請審視自己的標的是否符合以下要求：1.它是否是賺錢的公司2.股價是否便宜，便宜到一定會有人在未來以高於你成本的價格買入.3.公司經營是否穩定.4.是否是該行業龍頭，有一定的護城河5.成長性（行業是好是壞，未來是否也能賺錢）6.股息優異只要符合以上要求，請堅定信念，適當緩慢的一點點補倉來攤薄成本.跌時耐心播種，漲時惜售捂籌.— 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href=\"https://laohu8.com/S/HUYA\">$虎牙(HUYA)$</a>","text":"牛市在悲觀中誕生，在懷疑中成長，最悲觀的時刻往往是買入的最佳時機——約翰鄧普頓.——————相信這個時刻應該有不少人對自己持有的標的感到沮喪和懷疑.但是請審視自己的標的是否符合以下要求：1.它是否是賺錢的公司2.股價是否便宜，便宜到一定會有人在未來以高於你成本的價格買入.3.公司經營是否穩定.4.是否是該行業龍頭，有一定的護城河5.成長性（行業是好是壞，未來是否也能賺錢）6.股息優異只要符合以上要求，請堅定信念，適當緩慢的一點點補倉來攤薄成本.跌時耐心播種，漲時惜售捂籌.— sally“我從來沒有因爲選擇正確而賺到大錢，唯一讓我賺到大錢的方式是：拿住不動”—巴菲特$阿里巴巴(BABA)$$拼多多(PDD)$$新氧(SY)$$京東(JD)$$虎牙(HUYA)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808975760","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806384087,"gmtCreate":1627632981749,"gmtModify":1703493757887,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574259724752092","authorIdStr":"3574259724752092"},"themes":[],"htmlText":"Hope it fails so badly&nbsp;","listText":"Hope it fails so badly&nbsp;","text":"Hope it fails so badly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806384087","repostId":"2155840271","repostType":2,"isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808139281,"gmtCreate":1627563689643,"gmtModify":1703492426301,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574259724752092","authorIdStr":"3574259724752092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VXRT\">$Vaxart, Inc(VXRT)$</a>Is it time?","listText":"<a href=\"https://laohu8.com/S/VXRT\">$Vaxart, Inc(VXRT)$</a>Is it time?","text":"$Vaxart, Inc(VXRT)$Is it time?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808139281","isVote":1,"tweetType":1,"viewCount":1036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803642943,"gmtCreate":1627438160482,"gmtModify":1703489952947,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574259724752092","authorIdStr":"3574259724752092"},"themes":[],"htmlText":"✨","listText":"✨","text":"✨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803642943","repostId":"803668633","repostType":1,"repost":{"id":803668633,"gmtCreate":1627436703922,"gmtModify":1703489907001,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503452965237041","authorIdStr":"3503452965237041"},"themes":[],"title":"AMD二季度淨利同比大增352%，業務增長速度高於市場預測","htmlText":"美股研究社（meigushe）消息，7月27日美股盤後，AMD<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>&nbsp;發佈2021財年第二季度財報據財報數據顯示，AMD第二季度營收達38.5億美元，同比增長99%，淨利潤達7.1億美元，同比增長352%，每股攤薄收益爲0.58美元其他數據顯示，按照業務劃分，AMD第二季度計算和圖形業務營收達22.5億美元，環比增長12%，運營利潤從去年的2億美元增長到5.26億美元。由於銳龍桌面及筆記本處理器的豐富組合，客戶端處理器ASP均價同比、環比都在上漲，高端的Radeon顯卡均價同樣都在增長。二季度，AMD企業、嵌入式和半定製業務營收達16億美元，同比大漲183%，環比增長19%，主要得益於EPYC霄龍服務器處理器及半定製產品銷售增加。AMD半定製業務主要向遊戲機廠商出售遊戲芯片，目前索尼PS5及微軟Xbox Series兩大主機都是供不應求的狀態。由於業績表現強勢，AMD將2021全年的營收指引上調。此前AMD預期全年增長至少爲50%，本次財報中修正爲全年增長60%。截止7月27日美股收盤，AMD股價跌0.86%，報91.03美元。本文來源：美股研究社，旨在幫助中國投資者理解世界，專注報道美國科技股和中概股，對美股感興趣的朋友趕緊關注我們","listText":"美股研究社（meigushe）消息，7月27日美股盤後，AMD<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>&nbsp;發佈2021財年第二季度財報據財報數據顯示，AMD第二季度營收達38.5億美元，同比增長99%，淨利潤達7.1億美元，同比增長352%，每股攤薄收益爲0.58美元其他數據顯示，按照業務劃分，AMD第二季度計算和圖形業務營收達22.5億美元，環比增長12%，運營利潤從去年的2億美元增長到5.26億美元。由於銳龍桌面及筆記本處理器的豐富組合，客戶端處理器ASP均價同比、環比都在上漲，高端的Radeon顯卡均價同樣都在增長。二季度，AMD企業、嵌入式和半定製業務營收達16億美元，同比大漲183%，環比增長19%，主要得益於EPYC霄龍服務器處理器及半定製產品銷售增加。AMD半定製業務主要向遊戲機廠商出售遊戲芯片，目前索尼PS5及微軟Xbox Series兩大主機都是供不應求的狀態。由於業績表現強勢，AMD將2021全年的營收指引上調。此前AMD預期全年增長至少爲50%，本次財報中修正爲全年增長60%。截止7月27日美股收盤，AMD股價跌0.86%，報91.03美元。本文來源：美股研究社，旨在幫助中國投資者理解世界，專注報道美國科技股和中概股，對美股感興趣的朋友趕緊關注我們","text":"美股研究社（meigushe）消息，7月27日美股盤後，AMD$AMD(AMD)$ 發佈2021財年第二季度財報據財報數據顯示，AMD第二季度營收達38.5億美元，同比增長99%，淨利潤達7.1億美元，同比增長352%，每股攤薄收益爲0.58美元其他數據顯示，按照業務劃分，AMD第二季度計算和圖形業務營收達22.5億美元，環比增長12%，運營利潤從去年的2億美元增長到5.26億美元。由於銳龍桌面及筆記本處理器的豐富組合，客戶端處理器ASP均價同比、環比都在上漲，高端的Radeon顯卡均價同樣都在增長。二季度，AMD企業、嵌入式和半定製業務營收達16億美元，同比大漲183%，環比增長19%，主要得益於EPYC霄龍服務器處理器及半定製產品銷售增加。AMD半定製業務主要向遊戲機廠商出售遊戲芯片，目前索尼PS5及微軟Xbox Series兩大主機都是供不應求的狀態。由於業績表現強勢，AMD將2021全年的營收指引上調。此前AMD預期全年增長至少爲50%，本次財報中修正爲全年增長60%。截止7月27日美股收盤，AMD股價跌0.86%，報91.03美元。本文來源：美股研究社，旨在幫助中國投資者理解世界，專注報道美國科技股和中概股，對美股感興趣的朋友趕緊關注我們","images":[{"img":"https://static.tigerbbs.com/6f59b966625715ce185ee0feb16b53f5","width":"641","height":"354"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803668633","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809269983,"gmtCreate":1627373235042,"gmtModify":1703488613384,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574259724752092","authorIdStr":"3574259724752092"},"themes":[],"htmlText":"Wonder when will this stop. Let’s not catch a falling knife","listText":"Wonder when will this stop. Let’s not catch a falling knife","text":"Wonder when will this stop. Let’s not catch a falling knife","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809269983","repostId":"2154813991","repostType":4,"repost":{"id":"2154813991","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":1627371927,"share":"https://ttm.financial/m/news/2154813991?lang=en_US&edition=fundamental","pubTime":"2021-07-27 15:45","market":"sh","language":"en","title":"China shares plunge to 8-month low on regulatory woes","url":"https://stock-news.laohu8.com/highlight/detail?id=2154813991","media":"Reuters","summary":"* Property, tech, education hit by regulatory tightening fears. SHANGHAI, July 27  - Chinese A-shares and Hong Kong's benchmark index extended heavy losses to hit multi-month closing lows on Tuesday, as investors worried over the impact of tighter government regulations, while a surge in COVID-19 cases dealt a further blow to sentiment.China's blue-chip CSI300 index ended down 3.53% at its lowest close since November, extending Monday's 3.2% selloff. Losses spanned the financial, consumer staple","content":"<p>* China, Hong Kong stocks extend steep selloff</p>\n<p>* Property, tech, education hit by regulatory tightening fears</p>\n<p>* Delta variant behind cluster in city of Nanjing</p>\n<p>SHANGHAI, July 27 (Reuters) - Chinese A-shares and Hong Kong's benchmark index extended heavy losses to hit multi-month closing lows on Tuesday, as investors worried over the impact of tighter government regulations, while a surge in COVID-19 cases dealt a further blow to sentiment.</p>\n<p>China's blue-chip CSI300 index ended down 3.53% at its lowest close since November, extending Monday's 3.2% selloff. Losses spanned the financial, consumer staples and real estate sectors.</p>\n<p>The Shanghai Composite index gave up early gains to end 2.49% lower at 3,381.18, its lowest close since March 25.</p>\n<p>Falls were wide-ranging, with the CSI financial sector sub-index down 3.17%, the consumer staples sector&nbsp;off 4.75% and the healthcare sub-index down 3.9%.</p>\n<p>In late trade in Hong Kong, the benchmark Hang Seng Index&nbsp;was down as much as 5.46% after a 4.1% drop in the previous session, and the Hang Seng China Enterprises Index&nbsp;plunged as much as 6.78%.</p>\n<p>The Hang Seng Tech index crashed through its previous record low, falling more than 9%.</p>\n<p>The rout came after a shakeout on Monday spurred by new rules reining in China's $120 billion private tutoring sector, sending some shares crashing more than 45%, and new regulatory moves targeting technology and property.</p>\n<p>\"Beijing's severe crackdown on the tech and education sectors had ignited the re-pricing of significant regulation risks on investment for Chinese private companies,\" Ken Cheung, chief Asian FX strategist at Mizuhuo Bank, said in a note.</p>\n<p>\"As such, foreign investors will request a deeper discount on such Chinese investment or even cut the exposure on Chinese companies,\" Cheung added.</p>\n<p>Education shares continued to slide on Tuesday, with New Oriental Education &amp; Technology Group Co falling 7.25%, taking its drop over the last three sessions to more than 70%, while the CSI education index tumbled 5.18%.</p>\n<p><b>WORST-CASE SCENARIO</b></p>\n<p>Anita Chu, an analyst at CCB International, said in a research report the unfavourable regulatory environment had left little room for a business turnaround, and issued a downgrade and reduced target price for New Oriental.</p>\n<p>\"If the final version of the policy comes to resemble its current form, we envision a worst-case scenario whereby existing listed-AST (after-school tutoring) operators will be compelled to spin off their K9 AST operations from the listco, or else de-list by way of privatisation,\" Chu said.</p>\n<p>\"According to our estimates, the potential spinoff of K9 AST operations would take 60-70% off the earnings of New Oriental and 80-90% off (New York-listed) TAL Education.\"</p>\n<p>In Hong Kong, heavily indebted developer <a href=\"https://laohu8.com/S/EGRNF\">China Evergrande Group</a> extended its losses, spiralling more than 16% lower to 4-1/2 year lows, after the company said it would cancel a special dividend proposal.</p>\n<p>The broader property sector in Hong Kong sank 3.6% and real estate A-shares ended 4.51% lower.</p>\n<p>Adding to broader concerns about the economic outlook, profit growth at China's industrial firms slowed for a fourth straight month in June, as high raw material prices weighed on factories' margins.</p>\n<p>A surge in highly contagious Delta variant COVID-19 cases centred on the eastern city of Nanjing also spurred concern on Tuesday.</p>\n<p>But Zhiwei Zhang, chief economist at Pinpoint Asset Management, said broader economic concerns were contained for now.</p>\n<p>\"The market correction seems to reflect some investors' concern about government's policy stance on the capital market. We don't think investors are concerned about the economy at this stage,\" he said in an emailed comment.</p>\n<p>But pointing to rising concern late on Tuesday, China's yuan&nbsp;turned around sharply from small gains against the dollar to weaken past the 6.5 per dollar level. It was last quoted at 6.5103 per dollar, 0.43% weaker on the day.</p>\n<p>The offshore yuan also whipsawed lower, blasting through the 6.5 level to a low of 6.5225 per dollar, down more than 0.6% from a day earlier.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China shares plunge to 8-month low on regulatory woes</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\">\nChina shares plunge to 8-month low on regulatory woes\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\">2021-07-27 15:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* China, Hong Kong stocks extend steep selloff</p>\n<p>* Property, tech, education hit by regulatory tightening fears</p>\n<p>* Delta variant behind cluster in city of Nanjing</p>\n<p>SHANGHAI, July 27 (Reuters) - Chinese A-shares and Hong Kong's benchmark index extended heavy losses to hit multi-month closing lows on Tuesday, as investors worried over the impact of tighter government regulations, while a surge in COVID-19 cases dealt a further blow to sentiment.</p>\n<p>China's blue-chip CSI300 index ended down 3.53% at its lowest close since November, extending Monday's 3.2% selloff. Losses spanned the financial, consumer staples and real estate sectors.</p>\n<p>The Shanghai Composite index gave up early gains to end 2.49% lower at 3,381.18, its lowest close since March 25.</p>\n<p>Falls were wide-ranging, with the CSI financial sector sub-index down 3.17%, the consumer staples sector&nbsp;off 4.75% and the healthcare sub-index down 3.9%.</p>\n<p>In late trade in Hong Kong, the benchmark Hang Seng Index&nbsp;was down as much as 5.46% after a 4.1% drop in the previous session, and the Hang Seng China Enterprises Index&nbsp;plunged as much as 6.78%.</p>\n<p>The Hang Seng Tech index crashed through its previous record low, falling more than 9%.</p>\n<p>The rout came after a shakeout on Monday spurred by new rules reining in China's $120 billion private tutoring sector, sending some shares crashing more than 45%, and new regulatory moves targeting technology and property.</p>\n<p>\"Beijing's severe crackdown on the tech and education sectors had ignited the re-pricing of significant regulation risks on investment for Chinese private companies,\" Ken Cheung, chief Asian FX strategist at Mizuhuo Bank, said in a note.</p>\n<p>\"As such, foreign investors will request a deeper discount on such Chinese investment or even cut the exposure on Chinese companies,\" Cheung added.</p>\n<p>Education shares continued to slide on Tuesday, with New Oriental Education &amp; Technology Group Co falling 7.25%, taking its drop over the last three sessions to more than 70%, while the CSI education index tumbled 5.18%.</p>\n<p><b>WORST-CASE SCENARIO</b></p>\n<p>Anita Chu, an analyst at CCB International, said in a research report the unfavourable regulatory environment had left little room for a business turnaround, and issued a downgrade and reduced target price for New Oriental.</p>\n<p>\"If the final version of the policy comes to resemble its current form, we envision a worst-case scenario whereby existing listed-AST (after-school tutoring) operators will be compelled to spin off their K9 AST operations from the listco, or else de-list by way of privatisation,\" Chu said.</p>\n<p>\"According to our estimates, the potential spinoff of K9 AST operations would take 60-70% off the earnings of New Oriental and 80-90% off (New York-listed) TAL Education.\"</p>\n<p>In Hong Kong, heavily indebted developer <a href=\"https://laohu8.com/S/EGRNF\">China Evergrande Group</a> extended its losses, spiralling more than 16% lower to 4-1/2 year lows, after the company said it would cancel a special dividend proposal.</p>\n<p>The broader property sector in Hong Kong sank 3.6% and real estate A-shares ended 4.51% lower.</p>\n<p>Adding to broader concerns about the economic outlook, profit growth at China's industrial firms slowed for a fourth straight month in June, as high raw material prices weighed on factories' margins.</p>\n<p>A surge in highly contagious Delta variant COVID-19 cases centred on the eastern city of Nanjing also spurred concern on Tuesday.</p>\n<p>But Zhiwei Zhang, chief economist at Pinpoint Asset Management, said broader economic concerns were contained for now.</p>\n<p>\"The market correction seems to reflect some investors' concern about government's policy stance on the capital market. We don't think investors are concerned about the economy at this stage,\" he said in an emailed comment.</p>\n<p>But pointing to rising concern late on Tuesday, China's yuan&nbsp;turned around sharply from small gains against the dollar to weaken past the 6.5 per dollar level. It was last quoted at 6.5103 per dollar, 0.43% weaker on the day.</p>\n<p>The offshore yuan also whipsawed lower, blasting through the 6.5 level to a low of 6.5225 per dollar, down more than 0.6% from a day earlier.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数","HSI":"恒生指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154813991","content_text":"* China, Hong Kong stocks extend steep selloff\n* Property, tech, education hit by regulatory tightening fears\n* Delta variant behind cluster in city of Nanjing\nSHANGHAI, July 27 (Reuters) - Chinese A-shares and Hong Kong's benchmark index extended heavy losses to hit multi-month closing lows on Tuesday, as investors worried over the impact of tighter government regulations, while a surge in COVID-19 cases dealt a further blow to sentiment.\nChina's blue-chip CSI300 index ended down 3.53% at its lowest close since November, extending Monday's 3.2% selloff. Losses spanned the financial, consumer staples and real estate sectors.\nThe Shanghai Composite index gave up early gains to end 2.49% lower at 3,381.18, its lowest close since March 25.\nFalls were wide-ranging, with the CSI financial sector sub-index down 3.17%, the consumer staples sector off 4.75% and the healthcare sub-index down 3.9%.\nIn late trade in Hong Kong, the benchmark Hang Seng Index was down as much as 5.46% after a 4.1% drop in the previous session, and the Hang Seng China Enterprises Index plunged as much as 6.78%.\nThe Hang Seng Tech index crashed through its previous record low, falling more than 9%.\nThe rout came after a shakeout on Monday spurred by new rules reining in China's $120 billion private tutoring sector, sending some shares crashing more than 45%, and new regulatory moves targeting technology and property.\n\"Beijing's severe crackdown on the tech and education sectors had ignited the re-pricing of significant regulation risks on investment for Chinese private companies,\" Ken Cheung, chief Asian FX strategist at Mizuhuo Bank, said in a note.\n\"As such, foreign investors will request a deeper discount on such Chinese investment or even cut the exposure on Chinese companies,\" Cheung added.\nEducation shares continued to slide on Tuesday, with New Oriental Education & Technology Group Co falling 7.25%, taking its drop over the last three sessions to more than 70%, while the CSI education index tumbled 5.18%.\nWORST-CASE SCENARIO\nAnita Chu, an analyst at CCB International, said in a research report the unfavourable regulatory environment had left little room for a business turnaround, and issued a downgrade and reduced target price for New Oriental.\n\"If the final version of the policy comes to resemble its current form, we envision a worst-case scenario whereby existing listed-AST (after-school tutoring) operators will be compelled to spin off their K9 AST operations from the listco, or else de-list by way of privatisation,\" Chu said.\n\"According to our estimates, the potential spinoff of K9 AST operations would take 60-70% off the earnings of New Oriental and 80-90% off (New York-listed) TAL Education.\"\nIn Hong Kong, heavily indebted developer China Evergrande Group extended its losses, spiralling more than 16% lower to 4-1/2 year lows, after the company said it would cancel a special dividend proposal.\nThe broader property sector in Hong Kong sank 3.6% and real estate A-shares ended 4.51% lower.\nAdding to broader concerns about the economic outlook, profit growth at China's industrial firms slowed for a fourth straight month in June, as high raw material prices weighed on factories' margins.\nA surge in highly contagious Delta variant COVID-19 cases centred on the eastern city of Nanjing also spurred concern on Tuesday.\nBut Zhiwei Zhang, chief economist at Pinpoint Asset Management, said broader economic concerns were contained for now.\n\"The market correction seems to reflect some investors' concern about government's policy stance on the capital market. We don't think investors are concerned about the economy at this stage,\" he said in an emailed comment.\nBut pointing to rising concern late on Tuesday, China's yuan turned around sharply from small gains against the dollar to weaken past the 6.5 per dollar level. It was last quoted at 6.5103 per dollar, 0.43% weaker on the day.\nThe offshore yuan also whipsawed lower, blasting through the 6.5 level to a low of 6.5225 per dollar, down more than 0.6% from a day earlier.","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"HSI":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":348477897,"gmtCreate":1617958289219,"gmtModify":1704705310325,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574259724752092","idStr":"3574259724752092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C09.SI\">$CITY DEVELOPMENTS LIMITED(C09.SI)$</a>Dividends soon","listText":"<a href=\"https://laohu8.com/S/C09.SI\">$CITY DEVELOPMENTS LIMITED(C09.SI)$</a>Dividends soon","text":"$CITY DEVELOPMENTS LIMITED(C09.SI)$Dividends soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":1,"link":"https://ttm.financial/post/348477897","isVote":1,"tweetType":1,"viewCount":1040,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558320691865701","authorId":"3558320691865701","name":"K_K_Hau","avatar":"https://static.tigerbbs.com/7ccee9741a4c4733ac685ef2926a1ee3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3558320691865701","idStr":"3558320691865701"},"content":"How much Dividends? [Miser] [Miser] [Miser]","text":"How much Dividends? [Miser] [Miser] [Miser]","html":"How much Dividends? [Miser] [Miser] [Miser]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152038854,"gmtCreate":1625240306078,"gmtModify":1703739298468,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574259724752092","idStr":"3574259724752092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Holding up pretty well [Smile]&nbsp;we can do this!!","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Holding up pretty well [Smile]&nbsp;we can do this!!","text":"$AMC Entertainment(AMC)$Holding up pretty well [Smile] we can do this!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/152038854","isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558784528814795","authorId":"3558784528814795","name":"Zee0505","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3558784528814795","idStr":"3558784528814795"},"content":"we will see u cry like baby next week","text":"we will see u cry like baby next week","html":"we will see u cry like baby next week"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171369917,"gmtCreate":1626706702439,"gmtModify":1703763783880,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574259724752092","idStr":"3574259724752092"},"themes":[],"htmlText":"LOL","listText":"LOL","text":"LOL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/171369917","repostId":"1146536243","repostType":4,"repost":{"id":"1146536243","kind":"news","pubTimestamp":1626683272,"share":"https://ttm.financial/m/news/1146536243?lang=en_US&edition=fundamental","pubTime":"2021-07-19 16:27","market":"us","language":"en","title":"Morgan Stanley: This Cycle Will Be \"Hotter But Shorter\" Than Usual","url":"https://stock-news.laohu8.com/highlight/detail?id=1146536243","media":"zerohedge","summary":"This cycle is unusual. Most 'normal' cycles are. We think that the recovery is sustainable and more likely to be ‘hotter and shorter’. Sell Treasuries and trust the expansion.","content":"<p>We think that this economic cycle will be normal, strong and short. Each of these assumptions is being hotly debated by the market. Each is key to our investment strategy.</p>\n<p>The debate over cycle 'normalcy' is self-explanatory. The pandemic created, without exaggeration, the single sharpest decline in output in recorded history. Then activity raced back, helped by policy support. The case for viewing this situation as unique, and distinct from other cyclical experiences, is based on the view that a fall and rise this violent never allowed for a traditional 'reset'.</p>\n<p>But 'normal' in markets is a funny concept, with the rough edges of memory often smoothed and polished by the passage of time. The cycle of 2003-07 ended with the largest banking and housing crisis since the Great Depression. The cycle of 1992-2000 ended with the bursting of an enormous equity bubble, widespread accounting fraud and unspeakable tragedy. 'Normal' cycles are nice in theory, harder in practice.</p>\n<p>Instead, let’s consider why we use the term ‘cycle’ at all. Economies and markets tend to follow cyclical patterns, patterns that tend to show up in market performance. It is those patterns we care about, and if they still apply, they can provide a useful guide in uncertain terrain.</p>\n<p>Was last year’s recession preceded by late-cycle conditions such as an inverted yield curve, low volatility, low unemployment, high consumer confidence and narrowing equity market breadth? It was. Did the resulting troughs in equities, credit, yields and yield curves match the usual cadence between market and economic lows? They did. And were the leaders of the ensuing rally the usual early-cycle winners, like small and cyclical stocks, high yield credit and industrial metals? They were.</p>\n<p>If it walks like a duck and quacks like a duck, we think that it’s a normal cycle. Or as normal as these things realistically are.&nbsp;If a lot of 'normal' cycle behavior has played out so far, it should&nbsp;<i>continue</i>&nbsp;to do so.</p>\n<p>Specifically, this relates to patterns of performance as the market recovers. And as that recovery advances, those patterns should shift. As noted by my colleague Michael Wilson, we think that we are moving to a mid-cycle market, despite being just 16 months removed from the lows of economic activity. We see a number of similarities between current conditions and 1H04, a mid-cycle period that followed a large, reflationary rally. And importantly, despite recent fears about growth, we think that the global recovery will keep pushing on (see&nbsp;The Growth Scare Anniversary, July 11, 2021).</p>\n<p>Because one can always find an indicator that fits their particular cycle view, we’ve long been fans of a composite. That’s our ‘cycle model’, which combines ten US metrics across macro, the credit cycle and corporate aggression to gauge where we are in the market cycle. After moving into late-cycle ‘downturn’ in June 2019, and early-cycle ‘repair’ in April 2020, it’s rocketed higher.<b>It has risen so fast that it’s blown right past what should be the next phase ('recovery'), and moved right into ‘expansion’.</b></p>\n<p><img src=\"https://static.tigerbbs.com/41879c4f66b33597ee236bdd52841004\" tg-width=\"904\" tg-height=\"490\" referrerpolicy=\"no-referrer\">Thisis unusual. ‘Expansion’ is meant to capture conditions that are 'better than normal, and improving',<b>and since 1980, it has taken an average of 35 months to get there after 'downturn' ends</b>. Its speedy arrival speaks to a speedy recovery powered by enormous policy support.<b>It also hints at another possibility:&nbsp;this hotter cycle could be shorter.</b>This is our thesis, and it’s showing up in our quantitative measure.</p>\n<p>All this has a number of implications:</p>\n<ul>\n <li><b>The shorter the cycle, the worse for credit relative to other risky assets; credit enjoys fewer of the gains from the 'boom', is exposed if the next downturn is early, and faces more supply as corporate confidence increases</b>. In the ‘expansion’ phase of our cycle model, US IG and HY credit N12M excess returns are 29bp and 161bp worse than average, respectively.</li>\n <li><b>In many of those periods, more mixed credit performance occurs despite default rates remaining low</b>. Investors should try to take default risk over spread risk: our credit strategists like owning CDX HY 0-15%, and hedging with CDX IG payer spreads.</li>\n <li><b>In equities, we think that our model supports more balance in portfolios</b>. We like healthcare in both the US and Europe as a sector with several nice factor exposures: quality, low valuation, high carry and low volatility. Globally, equities in Europe and Japan have tended to outperform 'mid-cycle', and we think that they can do so again.</li>\n <li><b>Interest rates are too pessimistic on the recovery. US 10-year Treasury N12M returns are 97bp worse than average during the ‘expansion’ phase of our cycle model</b>. Guneet Dhingra and our US interest rate strategy team have moved underweight US 10-year Treasuries, and we in turn have moved back underweight government bonds in our global asset allocation.</li>\n</ul>\n<p>This cycle is unusual. Most 'normal' cycles are. We think that the recovery is sustainable and more likely to be ‘hotter and shorter’. Sell Treasuries and trust the expansion.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley: This Cycle Will Be \"Hotter But Shorter\" Than Usual</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\">\nMorgan Stanley: This Cycle Will Be \"Hotter But Shorter\" Than Usual\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 16:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/morgan-stanley-cycle-will-be-hotter-shorter-usual><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We think that this economic cycle will be normal, strong and short. Each of these assumptions is being hotly debated by the market. Each is key to our investment strategy.\nThe debate over cycle '...</p>\n\n<a href=\"https://www.zerohedge.com/markets/morgan-stanley-cycle-will-be-hotter-shorter-usual\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/morgan-stanley-cycle-will-be-hotter-shorter-usual","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146536243","content_text":"We think that this economic cycle will be normal, strong and short. Each of these assumptions is being hotly debated by the market. Each is key to our investment strategy.\nThe debate over cycle 'normalcy' is self-explanatory. The pandemic created, without exaggeration, the single sharpest decline in output in recorded history. Then activity raced back, helped by policy support. The case for viewing this situation as unique, and distinct from other cyclical experiences, is based on the view that a fall and rise this violent never allowed for a traditional 'reset'.\nBut 'normal' in markets is a funny concept, with the rough edges of memory often smoothed and polished by the passage of time. The cycle of 2003-07 ended with the largest banking and housing crisis since the Great Depression. The cycle of 1992-2000 ended with the bursting of an enormous equity bubble, widespread accounting fraud and unspeakable tragedy. 'Normal' cycles are nice in theory, harder in practice.\nInstead, let’s consider why we use the term ‘cycle’ at all. Economies and markets tend to follow cyclical patterns, patterns that tend to show up in market performance. It is those patterns we care about, and if they still apply, they can provide a useful guide in uncertain terrain.\nWas last year’s recession preceded by late-cycle conditions such as an inverted yield curve, low volatility, low unemployment, high consumer confidence and narrowing equity market breadth? It was. Did the resulting troughs in equities, credit, yields and yield curves match the usual cadence between market and economic lows? They did. And were the leaders of the ensuing rally the usual early-cycle winners, like small and cyclical stocks, high yield credit and industrial metals? They were.\nIf it walks like a duck and quacks like a duck, we think that it’s a normal cycle. Or as normal as these things realistically are. If a lot of 'normal' cycle behavior has played out so far, it should continue to do so.\nSpecifically, this relates to patterns of performance as the market recovers. And as that recovery advances, those patterns should shift. As noted by my colleague Michael Wilson, we think that we are moving to a mid-cycle market, despite being just 16 months removed from the lows of economic activity. We see a number of similarities between current conditions and 1H04, a mid-cycle period that followed a large, reflationary rally. And importantly, despite recent fears about growth, we think that the global recovery will keep pushing on (see The Growth Scare Anniversary, July 11, 2021).\nBecause one can always find an indicator that fits their particular cycle view, we’ve long been fans of a composite. That’s our ‘cycle model’, which combines ten US metrics across macro, the credit cycle and corporate aggression to gauge where we are in the market cycle. After moving into late-cycle ‘downturn’ in June 2019, and early-cycle ‘repair’ in April 2020, it’s rocketed higher.It has risen so fast that it’s blown right past what should be the next phase ('recovery'), and moved right into ‘expansion’.\nThisis unusual. ‘Expansion’ is meant to capture conditions that are 'better than normal, and improving',and since 1980, it has taken an average of 35 months to get there after 'downturn' ends. Its speedy arrival speaks to a speedy recovery powered by enormous policy support.It also hints at another possibility: this hotter cycle could be shorter.This is our thesis, and it’s showing up in our quantitative measure.\nAll this has a number of implications:\n\nThe shorter the cycle, the worse for credit relative to other risky assets; credit enjoys fewer of the gains from the 'boom', is exposed if the next downturn is early, and faces more supply as corporate confidence increases. In the ‘expansion’ phase of our cycle model, US IG and HY credit N12M excess returns are 29bp and 161bp worse than average, respectively.\nIn many of those periods, more mixed credit performance occurs despite default rates remaining low. Investors should try to take default risk over spread risk: our credit strategists like owning CDX HY 0-15%, and hedging with CDX IG payer spreads.\nIn equities, we think that our model supports more balance in portfolios. We like healthcare in both the US and Europe as a sector with several nice factor exposures: quality, low valuation, high carry and low volatility. Globally, equities in Europe and Japan have tended to outperform 'mid-cycle', and we think that they can do so again.\nInterest rates are too pessimistic on the recovery. US 10-year Treasury N12M returns are 97bp worse than average during the ‘expansion’ phase of our cycle model. Guneet Dhingra and our US interest rate strategy team have moved underweight US 10-year Treasuries, and we in turn have moved back underweight government bonds in our global asset allocation.\n\nThis cycle is unusual. Most 'normal' cycles are. We think that the recovery is sustainable and more likely to be ‘hotter and shorter’. Sell Treasuries and trust the expansion.","news_type":1,"symbols_score_info":{"SPY":0.9,".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807106396,"gmtCreate":1628003565815,"gmtModify":1703499533010,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574259724752092","idStr":"3574259724752092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HOOD\">$Robinhood Markets, Inc.(HOOD)$</a>they’re&nbsp;Using this to fund <a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>and <a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>losses lol","listText":"<a href=\"https://laohu8.com/S/HOOD\">$Robinhood Markets, Inc.(HOOD)$</a>they’re&nbsp;Using this to fund <a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>and <a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>losses lol","text":"$Robinhood Markets, Inc.(HOOD)$they’re Using this to fund $GameStop(GME)$and $AMC Entertainment(AMC)$losses lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/807106396","isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146374654,"gmtCreate":1626056402778,"gmtModify":1703752478369,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574259724752092","idStr":"3574259724752092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C09.SI\">$CITY DEVELOPMENTS LIMITED(C09.SI)$</a>Good time to average down or wait awhile more?&nbsp;","listText":"<a href=\"https://laohu8.com/S/C09.SI\">$CITY DEVELOPMENTS LIMITED(C09.SI)$</a>Good time to average down or wait awhile more?&nbsp;","text":"$CITY DEVELOPMENTS LIMITED(C09.SI)$Good time to average down or wait awhile more?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/146374654","isVote":1,"tweetType":1,"viewCount":2048,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579649763008380","authorId":"3579649763008380","name":"AlexWalker","avatar":"https://static.tigerbbs.com/ee89dbc4d7580cddfb2c14896b9377ef","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3579649763008380","idStr":"3579649763008380"},"content":"Please wait for it","text":"Please wait for it","html":"Please wait for it"},{"author":{"id":"4087442631019270","authorId":"4087442631019270","name":"DewyMochi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4087442631019270","idStr":"4087442631019270"},"content":"Who knows.. :(","text":"Who knows.. :(","html":"Who knows.. :("}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121262796,"gmtCreate":1624466013515,"gmtModify":1703837718886,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574259724752092","idStr":"3574259724752092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>14.94% short interest, 297.2m shares shorted. By ortex","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>14.94% short interest, 297.2m shares shorted. By ortex","text":"$Sundial Growers Inc.(SNDL)$14.94% short interest, 297.2m shares shorted. By ortex","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/121262796","isVote":1,"tweetType":1,"viewCount":2575,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549489176132085","authorId":"3549489176132085","name":"乘风破浪 激流","avatar":"https://static.tigerbbs.com/f9dad4c3d29328bca3ed9a178794332a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3549489176132085","idStr":"3549489176132085"},"content":"The interest rate is so high","text":"The interest rate is so high","html":"The interest rate is so high"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168004417,"gmtCreate":1623942703139,"gmtModify":1703824236593,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574259724752092","idStr":"3574259724752092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>FINALLYYYYY","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>FINALLYYYYY","text":"$AMC Entertainment(AMC)$FINALLYYYYY","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168004417","isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104588048,"gmtCreate":1620397968684,"gmtModify":1704343160771,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574259724752092","idStr":"3574259724752092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OXY\">$Occidental(OXY)$</a>Wonder if their financials will be good this time?&nbsp;","listText":"<a href=\"https://laohu8.com/S/OXY\">$Occidental(OXY)$</a>Wonder if their financials will be good this time?&nbsp;","text":"$Occidental(OXY)$Wonder if their financials will be good this time?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/104588048","isVote":1,"tweetType":1,"viewCount":1412,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"262190804341046","authorId":"262190804341046","name":"Jason1205","avatar":"https://static.tigerbbs.com/a22c3af3bb938bf74c151660df1d68dd","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"262190804341046","idStr":"262190804341046"},"content":"No difference, the oil price in the first quarter was at a high level.","text":"No difference, the oil price in the first quarter was at a high level.","html":"No difference, the oil price in the first quarter was at a high level."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123478394,"gmtCreate":1624436830918,"gmtModify":1703836644518,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574259724752092","idStr":"3574259724752092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>can’t wait for the day. We can do this!! Time to take back money from the hedge funds who stole our $$. When in doubt, just go on YouTube or Reddit for conviction.&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>can’t wait for the day. We can do this!! Time to take back money from the hedge funds who stole our $$. When in doubt, just go on YouTube or Reddit for conviction.&nbsp;","text":"$AMC Entertainment(AMC)$can’t wait for the day. We can do this!! Time to take back money from the hedge funds who stole our $$. When in doubt, just go on YouTube or Reddit for conviction.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/123478394","isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169473975,"gmtCreate":1623849428097,"gmtModify":1703821302983,"author":{"id":"3574259724752092","authorId":"3574259724752092","name":"Elaela88","avatar":"https://static.tigerbbs.com/3156a5038d2c649a96845e535f028f53","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574259724752092","idStr":"3574259724752092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>watch Matt Kohrs on YouTube for LIVE AMC updates and talk :)","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>watch Matt Kohrs on YouTube for LIVE AMC updates and talk :)","text":"$AMC Entertainment(AMC)$watch Matt Kohrs on YouTube for LIVE AMC updates and talk :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/169473975","isVote":1,"tweetType":1,"viewCount":890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}