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2023-01-29

Happy new year This is a wet new year

2021-09-13

Very good. Thank you.

Preview: Apple's new product launch conference is coming! The XPeng P5 goes on sale on Wednesday

2021-09-09

Thabk you for sharing. Very good.

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2021-08-25

Thanks for sharing. Very good

Sorry, the original content has been removed

2021-08-24

Vaccine makers are doing great.

Wall St gains, Nasdaq notches record closing high on full vaccine approval

2021-08-21

Good news

Pfizer, BioNTech stocks rises on report FDA could fully approve COVID-19 vaccine

2021-08-21

Very good article. Thanks.

Buy the pullback in chip stocks — and focus on these 6 companies for the long haul

2021-08-20

Very good figures. Ums has hope.

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2021-08-18

Yes very true. Hope it recovers.

Last night and this morning: The horror data was unexpectedly upset! U.S. stocks dive

2021-08-17

Keeps going up.

S&P 500, Dow hit record highs as defensive shares shine

2021-08-03

Both Cenovus and Fortive are showing strong potential for free cash flow generation and deleveraging, according to analysts at the firm

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2021-08-03

Great

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2021-08-03

Aiyo

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2021-08-02

I think it's worth a go on this.

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2021-08-02

Good

Sorry, the original content has been removed

2021-08-02

True

Amazon faces more than slowing sales growth: it needs more warehouses

2021-08-01

Getting richer

U.S. wealth grew by $19 trillion during the pandemic -- but mostly for the very rich

2021-08-01

Ok

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2021-07-29

Great

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2021-07-29

Hike not coming

S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes

Go to Tiger App to see more news

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Thank you.&nbsp;","listText":"Very good. Thank you.&nbsp;","text":"Very good. Thank you.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/888648358","repostId":"1130981584","repostType":2,"repost":{"id":"1130981584","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631488430,"share":"https://ttm.financial/m/news/1130981584?lang=en_US&edition=fundamental","pubTime":"2021-09-13 07:13","market":"hk","language":"zh","title":"Preview: Apple's new product launch conference is coming! The XPeng P5 goes on sale on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1130981584","media":"老虎资讯综合","summary":"事件方面：苹果公司将举办秋季发布会，华为将举办智慧办公新品发布会，小鹏汽车将举行小鹏 P5 超级发布会等；来港易将于周三正式推出；以及中秋节期间，港股通、沪深股通暂停交易。周一，华为将举行智慧办公新品发布会，届时会有多款重磅产品发布，还包括发布一款14寸的大屏手机。小鹏汽车官方宣布，小鹏P5将于9月15日上市。","content":"<p>Summary:</p><p>Events: Apple will hold an autumn conference, Huawei will hold a smart office new product launch conference, XPeng Motors will hold a XPeng P5 super launch conference, etc.; Easy to Hong Kong will be officially launched on Wednesday; And during the Mid-Autumn Festival, trading in Hong Kong Stock Connect and Shanghai-Shenzhen Stock Connect was suspended. Data: The United States will release August CPI, industrial output, retail sales and other data; China will release data on urban survey unemployment rate, real estate investment, social retail consumption and other data in August. Financial reports: Oracle Bone Inscriptions, JinkoSolar, etc. will announce financial reports. In terms of new shares: The US stock market will usher in multiple star IPOs.<b>Keywords on Monday: Huawei held a smart office new product launch conference, Oracle released its latest financial report</b></p><p><b>On Monday, Huawei will hold a smart office new product launch conference</b>, there will be a number of blockbuster products released, including the release of a 14-inch large-screen mobile phone.</p><p>In addition, Tesla's super factory near Berlin, Germany, has been blocked due to environmental issues, and has been complained to the Ministry of Environment of Brandenburg, Germany, by two major local environmental groups, Grüne Liga Brandenburg and NABU;<b>The Brandenburg Ministry of Environment will hold an online hearing on the construction of the Tesla Gigafactory on September 13</b>。</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>Will report earnings.</b>Wall Street analysts expect Oracle to post earnings of $0.97 per share on revenue of $9.78 billion. This compares to Oracle's earnings per share of $0.93 on revenue of $9.37 billion in the fourth quarter of last year.</p><p><b>Keywords on Tuesday: U.S. August CPI year-on-year, U.S. largest gambling data provider Sportradar U.S. stock IPO</b><img src=\"https://static.tigerbbs.com/db4ed9d6247431d0db34f87250bceea0\" tg-width=\"449\" tg-height=\"136\" referrerpolicy=\"no-referrer\"><b>In terms of economic data, the United States will release year-on-year CPI data for August.</b>The U.S. CPI rose 5.4% year-on-year in July, the same increase as in June. Whether the CPI in August can continue the moderate growth rate in July and achieve further slowdown, Nomura and UBS have successively released reports, agreeing that the inflation rate may continue to decline in August, but at the same time pointed out that there are certain inflation risks.</p><p>According to explanations from Nomura and UBS, lower prices of used cars, hotel accommodations and plane tickets will be the main reasons for the CPI slowdown in August. Due to the shortage of semiconductor chips and the shutdown of overseas factories in the early stage, there was a shortage of new car supply in the United States, and consumers turned to the used car market, further leading to stronger demand for used cars, thus pushing up their prices.</p><p><b>In terms of events,</b>Focus on SEC Chairman Gensler to testify before the Senate Banking Committee. Last month, Gensler sent a letter to Senator Warren asking for more powers to regulate digital asset transactions. At this hearing, he is expected to have a lot of discussions on financial technology and digital assets.</p><p>In terms of financial reports,<a href=\"https://laohu8.com/S/FCEL\">Fuel cell energy</a>Will report earnings.</p><p>For IPO,<a href=\"https://laohu8.com/S/SRAD\">Sportradar Group AG</a>Is an online betting platform from Switzerland whose mission is to increase sports fan engagement worldwide through its fully integrated technology and service platform. In terms of finance, the company's revenue in 2020 was US $470 million, a year-on-year increase of 6.4%; Net income was $17.32 million. The average annual growth rate is only about 10%, which is not a very bright figure. However, the company is already in a profitable state, but its market value is 6 billion, which is slightly overvalued.</p><p><b>Keywords on Wednesday: Lai Hong Kong Easy is officially launched, Apple's new product launch conference is coming</b><img src=\"https://static.tigerbbs.com/e06908ad4f84d40f0294c13e906e1578\" tg-width=\"539\" tg-height=\"212\" referrerpolicy=\"no-referrer\"></p><p>In terms of economic data, China will announce data on year-on-year changes in urban survey unemployment rate, real estate investment, and total social retail consumption in August.</p><p><b>In terms of events, the Easy-to-Hong Kong Scheme will be officially launched on September 15</b>, non-Hong Kong residents living in Mainland China, except for medium and high-risk areas, are exempted from the 14-day compulsory quarantine measures. Carrie Lam Cheng Yuet-ngor revealed that under the Easy-to-Hong Kong Scheme, a daily quota of 1,000 people will be introduced at Shenzhen Bay Port and Hong Kong-Zhuhai-Macao Bridge Port, that is, there are 2,000 people coming to Hong Kong from the mainland every day. It is expected to attract mainland tourists to shop and travel in Hong Kong, which will positively boost local stocks in Hong Kong, especially retail stocks.</p><p>Stocks involved:<a href=\"https://laohu8.com/S/00178\">Sa Sa International</a>、<a href=\"https://laohu8.com/S/00116\">Chow Sang Sang</a>、<a href=\"https://laohu8.com/S/00590\">Lukfook Group Limited</a>、<a href=\"https://laohu8.com/S/01212\">Lifestyle International</a>And other retail stocks,<a href=\"https://laohu8.com/S/01997\">Wharf Property</a>、<a href=\"https://laohu8.com/S/00004\">The Wharf Group Limited</a>、<a href=\"https://laohu8.com/S/00016\">SUN HUNG KAI</a>、<a href=\"https://laohu8.com/S/01972\">Swire Properties</a>And other real estate stocks.</p><p><b>Apple will broadcast the online special event live on the official website at 1 a.m. Beijing time on September 15th</b>。 As usual, this special event will release important products such as the new iPhone and Apple Watch. According to current supply chain revelations, this conference is expected to launch the iPhone 13 series, Apple Watch Series 7 and AirPods 3. The newly released iPhone 13 series still has four models, namely iPhone 13/mini and iPhone 13 Pro/Max, which are consistent with the previous generation in terms of product matrix.</p><p>Stocks involved:<a href=\"https://laohu8.com/S/02382\">Sunny Optical Technology</a>、<a href=\"https://laohu8.com/S/02018\">AAC Technology</a>、<a href=\"https://laohu8.com/S/01415\">Gaowei Electronics</a>、<a href=\"https://laohu8.com/S/00285\">BYD Electronics</a>Etc.</p><p><b>XPeng Motors officially announced that the XPeng P5 will be launched on September 15.</b>The P5 is XPeng's third production model after the G3 and P7.</p><p><b>The 3rd World New Energy Vehicle Conference (WNEVC) will be held at Hainan International Convention and Exhibition Center from September 15 to 17, 2021</b>。 The 3-day event includes 20 conference forums, technology exhibitions and multiple simultaneous activities. It is expected that more than 1,000 senior government, industry, academia and research officials in the global new energy vehicle field will gather in Hainan.</p><p>It is reported that the new energy vehicles and brands displayed on site include: Changan CS55 pure electric, Benben E-Star National Edition, and Eado EV460; Volkswagen ID. Family; BMW iX3, BMW iX; SAIC's first strategic products based on R-TECH, ES33, SAIC MG Cyberster, Nio ES6 and ES8, etc.</p><p>In addition, State Grid, CRRC Times Electric (03898. HK), Vitesco Technology, Telaidian (600089. SH), Jingjin Electric, etc. will display the latest batteries, charging and swapping, electric drives and other core components and technologies; A chip area will be set up in the exhibition area. Infineon, Texas Instruments TI, Black Sesame Intelligence, Core Energy, Suzhou Guoxin, and Basic Semiconductor will display the latest automotive-grade chip technologies and products.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/JKS\">JinkoSolar</a>Earnings are scheduled to be released before the market open on Wednesday, September 15</b>。 Analysts expect the company to post $0.23 earnings per share for the quarter.</p><p>Jinko Solar last issued its earnings results on Thursday, June 24th. The semiconductor company at the time reported $0.15 earnings per share for the quarter, beating analysts' consensus estimates of-$0.02 by $0.17. The company's revenue for the quarter was US $1.21 billion, which was also higher than the previous market collective expectation of US $1.18 billion. JinkoSolar had a net margin of 0.43% and a return on equity of 2.98%. Quarterly revenue increased by 1.1% year-over-year. During the same period last year, the company earned $0.65 per share. Analysts, on average, expect JinkoSolar to earn $1 per share this fiscal year and $3 per share in the next.</p><p>JinkoSolar currently has a consensus rating of Hold and a price target of $34.75, according to MarketBeat.</p><p>It is worth mentioning that a hedge fund recently increased its holdings in JinkoSolar. According to Wells Fargo's latest Form 13F filed with the U.S. Securities and Exchange Commission (SEC), the bank increased its stake in JinkoSolar by 375.1% in the second quarter.</p><p>For IPO,<a href=\"https://laohu8.com/S/ONON\">On Holding AG</a>Is the owner of On Running, a manufacturer of performance shoes, founded in 2010. On was co-founded by triathlon world champion Olivier Bernhard and his two friends Caspar Coppetti and David Allemann. Investors in the On Running footwear brand also include tennis legend Roger Federer, who became a shareholder of the company in 2019 and participated in the design of a shoe named after him launched last year.</p><p>In terms of finance, On's revenue growth rate ranks among the best among sports companies. From its establishment in 2010 to 2020, its revenue has a compound annual growth rate of 85%. The company's revenue in 2020 was 425.3 million Swiss francs, a year-on-year increase of 59.2%, and its net loss was 27.5 million Swiss francs; As of 2021H1, revenue was CHF 315.5 million and net income was CHF 3.8 million.</p><p><b>KEYWORDS THURSDAY: US retail sales, initial claims</b><img src=\"https://static.tigerbbs.com/ad1ff496066f36e37b6c701459da0230\" tg-width=\"539\" tg-height=\"193\" referrerpolicy=\"no-referrer\">In terms of economic data, pay attention to changes in the number of people applying for unemployment benefits for the first time in the United States in the week of September 11.</p><p>In terms of financial events, due to the Mid-Autumn Festival holiday, trading in Hong Kong Stock Connect will be suspended from September 16 to 22.</p><p><b>KEYWORDS FRIDAY: U.S. September University of Michigan consumer confidence index, Alibaba annual shareholder meeting</b><img src=\"https://static.tigerbbs.com/2697f5f523c70cb8281e4ad4f426467f\" tg-width=\"539\" tg-height=\"155\" referrerpolicy=\"no-referrer\">As for economic data,<b>Pay attention to the University of Michigan Consumer Confidence Index in September,</b>Market expectations were 72, compared with the previous value of 70.3.</p><p>In terms of incidents, at 7 p.m. Beijing time,<b>Alibaba held its annual general meeting of shareholders.</b></p><p>In addition, the U.S. Food and Drug Administration (FDA) Advisory Committee on Vaccines and Related Biologics will meet on September 17, 2021, to discuss the issue of vaccination with additional COVID-19 vaccine booster shots. The meeting will be held from 8:30 a.m. to 3:45 p.m. ET. In early September, Moderna also submitted an application for the COVID-19 vaccine booster shot to the FDA, slightly behind rival Pfizer. In addition, in the United States, the FDA has approved additional COVID-19 vaccine booster shots for people with weakened immune systems. Stocks involved:<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>、<a href=\"https://laohu8.com/S/BNTX\">BioNTech</a>、<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>、<a href=\"https://laohu8.com/S/JNJ\">Johnson Johnson</a>。</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>Preview: Apple's new product launch conference is coming! The XPeng P5 goes on sale on Wednesday</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nPreview: Apple's new product launch conference is coming! The XPeng P5 goes on sale on Wednesday\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-13 07:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Summary:</p><p>Events: Apple will hold an autumn conference, Huawei will hold a smart office new product launch conference, XPeng Motors will hold a XPeng P5 super launch conference, etc.; Easy to Hong Kong will be officially launched on Wednesday; And during the Mid-Autumn Festival, trading in Hong Kong Stock Connect and Shanghai-Shenzhen Stock Connect was suspended. Data: The United States will release August CPI, industrial output, retail sales and other data; China will release data on urban survey unemployment rate, real estate investment, social retail consumption and other data in August. Financial reports: Oracle Bone Inscriptions, JinkoSolar, etc. will announce financial reports. In terms of new shares: The US stock market will usher in multiple star IPOs.<b>Keywords on Monday: Huawei held a smart office new product launch conference, Oracle released its latest financial report</b></p><p><b>On Monday, Huawei will hold a smart office new product launch conference</b>, there will be a number of blockbuster products released, including the release of a 14-inch large-screen mobile phone.</p><p>In addition, Tesla's super factory near Berlin, Germany, has been blocked due to environmental issues, and has been complained to the Ministry of Environment of Brandenburg, Germany, by two major local environmental groups, Grüne Liga Brandenburg and NABU;<b>The Brandenburg Ministry of Environment will hold an online hearing on the construction of the Tesla Gigafactory on September 13</b>。</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>Will report earnings.</b>Wall Street analysts expect Oracle to post earnings of $0.97 per share on revenue of $9.78 billion. This compares to Oracle's earnings per share of $0.93 on revenue of $9.37 billion in the fourth quarter of last year.</p><p><b>Keywords on Tuesday: U.S. August CPI year-on-year, U.S. largest gambling data provider Sportradar U.S. stock IPO</b><img src=\"https://static.tigerbbs.com/db4ed9d6247431d0db34f87250bceea0\" tg-width=\"449\" tg-height=\"136\" referrerpolicy=\"no-referrer\"><b>In terms of economic data, the United States will release year-on-year CPI data for August.</b>The U.S. CPI rose 5.4% year-on-year in July, the same increase as in June. Whether the CPI in August can continue the moderate growth rate in July and achieve further slowdown, Nomura and UBS have successively released reports, agreeing that the inflation rate may continue to decline in August, but at the same time pointed out that there are certain inflation risks.</p><p>According to explanations from Nomura and UBS, lower prices of used cars, hotel accommodations and plane tickets will be the main reasons for the CPI slowdown in August. Due to the shortage of semiconductor chips and the shutdown of overseas factories in the early stage, there was a shortage of new car supply in the United States, and consumers turned to the used car market, further leading to stronger demand for used cars, thus pushing up their prices.</p><p><b>In terms of events,</b>Focus on SEC Chairman Gensler to testify before the Senate Banking Committee. Last month, Gensler sent a letter to Senator Warren asking for more powers to regulate digital asset transactions. At this hearing, he is expected to have a lot of discussions on financial technology and digital assets.</p><p>In terms of financial reports,<a href=\"https://laohu8.com/S/FCEL\">Fuel cell energy</a>Will report earnings.</p><p>For IPO,<a href=\"https://laohu8.com/S/SRAD\">Sportradar Group AG</a>Is an online betting platform from Switzerland whose mission is to increase sports fan engagement worldwide through its fully integrated technology and service platform. In terms of finance, the company's revenue in 2020 was US $470 million, a year-on-year increase of 6.4%; Net income was $17.32 million. The average annual growth rate is only about 10%, which is not a very bright figure. However, the company is already in a profitable state, but its market value is 6 billion, which is slightly overvalued.</p><p><b>Keywords on Wednesday: Lai Hong Kong Easy is officially launched, Apple's new product launch conference is coming</b><img src=\"https://static.tigerbbs.com/e06908ad4f84d40f0294c13e906e1578\" tg-width=\"539\" tg-height=\"212\" referrerpolicy=\"no-referrer\"></p><p>In terms of economic data, China will announce data on year-on-year changes in urban survey unemployment rate, real estate investment, and total social retail consumption in August.</p><p><b>In terms of events, the Easy-to-Hong Kong Scheme will be officially launched on September 15</b>, non-Hong Kong residents living in Mainland China, except for medium and high-risk areas, are exempted from the 14-day compulsory quarantine measures. Carrie Lam Cheng Yuet-ngor revealed that under the Easy-to-Hong Kong Scheme, a daily quota of 1,000 people will be introduced at Shenzhen Bay Port and Hong Kong-Zhuhai-Macao Bridge Port, that is, there are 2,000 people coming to Hong Kong from the mainland every day. It is expected to attract mainland tourists to shop and travel in Hong Kong, which will positively boost local stocks in Hong Kong, especially retail stocks.</p><p>Stocks involved:<a href=\"https://laohu8.com/S/00178\">Sa Sa International</a>、<a href=\"https://laohu8.com/S/00116\">Chow Sang Sang</a>、<a href=\"https://laohu8.com/S/00590\">Lukfook Group Limited</a>、<a href=\"https://laohu8.com/S/01212\">Lifestyle International</a>And other retail stocks,<a href=\"https://laohu8.com/S/01997\">Wharf Property</a>、<a href=\"https://laohu8.com/S/00004\">The Wharf Group Limited</a>、<a href=\"https://laohu8.com/S/00016\">SUN HUNG KAI</a>、<a href=\"https://laohu8.com/S/01972\">Swire Properties</a>And other real estate stocks.</p><p><b>Apple will broadcast the online special event live on the official website at 1 a.m. Beijing time on September 15th</b>。 As usual, this special event will release important products such as the new iPhone and Apple Watch. According to current supply chain revelations, this conference is expected to launch the iPhone 13 series, Apple Watch Series 7 and AirPods 3. The newly released iPhone 13 series still has four models, namely iPhone 13/mini and iPhone 13 Pro/Max, which are consistent with the previous generation in terms of product matrix.</p><p>Stocks involved:<a href=\"https://laohu8.com/S/02382\">Sunny Optical Technology</a>、<a href=\"https://laohu8.com/S/02018\">AAC Technology</a>、<a href=\"https://laohu8.com/S/01415\">Gaowei Electronics</a>、<a href=\"https://laohu8.com/S/00285\">BYD Electronics</a>Etc.</p><p><b>XPeng Motors officially announced that the XPeng P5 will be launched on September 15.</b>The P5 is XPeng's third production model after the G3 and P7.</p><p><b>The 3rd World New Energy Vehicle Conference (WNEVC) will be held at Hainan International Convention and Exhibition Center from September 15 to 17, 2021</b>。 The 3-day event includes 20 conference forums, technology exhibitions and multiple simultaneous activities. It is expected that more than 1,000 senior government, industry, academia and research officials in the global new energy vehicle field will gather in Hainan.</p><p>It is reported that the new energy vehicles and brands displayed on site include: Changan CS55 pure electric, Benben E-Star National Edition, and Eado EV460; Volkswagen ID. Family; BMW iX3, BMW iX; SAIC's first strategic products based on R-TECH, ES33, SAIC MG Cyberster, Nio ES6 and ES8, etc.</p><p>In addition, State Grid, CRRC Times Electric (03898. HK), Vitesco Technology, Telaidian (600089. SH), Jingjin Electric, etc. will display the latest batteries, charging and swapping, electric drives and other core components and technologies; A chip area will be set up in the exhibition area. Infineon, Texas Instruments TI, Black Sesame Intelligence, Core Energy, Suzhou Guoxin, and Basic Semiconductor will display the latest automotive-grade chip technologies and products.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/JKS\">JinkoSolar</a>Earnings are scheduled to be released before the market open on Wednesday, September 15</b>。 Analysts expect the company to post $0.23 earnings per share for the quarter.</p><p>Jinko Solar last issued its earnings results on Thursday, June 24th. The semiconductor company at the time reported $0.15 earnings per share for the quarter, beating analysts' consensus estimates of-$0.02 by $0.17. The company's revenue for the quarter was US $1.21 billion, which was also higher than the previous market collective expectation of US $1.18 billion. JinkoSolar had a net margin of 0.43% and a return on equity of 2.98%. Quarterly revenue increased by 1.1% year-over-year. During the same period last year, the company earned $0.65 per share. Analysts, on average, expect JinkoSolar to earn $1 per share this fiscal year and $3 per share in the next.</p><p>JinkoSolar currently has a consensus rating of Hold and a price target of $34.75, according to MarketBeat.</p><p>It is worth mentioning that a hedge fund recently increased its holdings in JinkoSolar. According to Wells Fargo's latest Form 13F filed with the U.S. Securities and Exchange Commission (SEC), the bank increased its stake in JinkoSolar by 375.1% in the second quarter.</p><p>For IPO,<a href=\"https://laohu8.com/S/ONON\">On Holding AG</a>Is the owner of On Running, a manufacturer of performance shoes, founded in 2010. On was co-founded by triathlon world champion Olivier Bernhard and his two friends Caspar Coppetti and David Allemann. Investors in the On Running footwear brand also include tennis legend Roger Federer, who became a shareholder of the company in 2019 and participated in the design of a shoe named after him launched last year.</p><p>In terms of finance, On's revenue growth rate ranks among the best among sports companies. From its establishment in 2010 to 2020, its revenue has a compound annual growth rate of 85%. The company's revenue in 2020 was 425.3 million Swiss francs, a year-on-year increase of 59.2%, and its net loss was 27.5 million Swiss francs; As of 2021H1, revenue was CHF 315.5 million and net income was CHF 3.8 million.</p><p><b>KEYWORDS THURSDAY: US retail sales, initial claims</b><img src=\"https://static.tigerbbs.com/ad1ff496066f36e37b6c701459da0230\" tg-width=\"539\" tg-height=\"193\" referrerpolicy=\"no-referrer\">In terms of economic data, pay attention to changes in the number of people applying for unemployment benefits for the first time in the United States in the week of September 11.</p><p>In terms of financial events, due to the Mid-Autumn Festival holiday, trading in Hong Kong Stock Connect will be suspended from September 16 to 22.</p><p><b>KEYWORDS FRIDAY: U.S. September University of Michigan consumer confidence index, Alibaba annual shareholder meeting</b><img src=\"https://static.tigerbbs.com/2697f5f523c70cb8281e4ad4f426467f\" tg-width=\"539\" tg-height=\"155\" referrerpolicy=\"no-referrer\">As for economic data,<b>Pay attention to the University of Michigan Consumer Confidence Index in September,</b>Market expectations were 72, compared with the previous value of 70.3.</p><p>In terms of incidents, at 7 p.m. Beijing time,<b>Alibaba held its annual general meeting of shareholders.</b></p><p>In addition, the U.S. Food and Drug Administration (FDA) Advisory Committee on Vaccines and Related Biologics will meet on September 17, 2021, to discuss the issue of vaccination with additional COVID-19 vaccine booster shots. The meeting will be held from 8:30 a.m. to 3:45 p.m. ET. In early September, Moderna also submitted an application for the COVID-19 vaccine booster shot to the FDA, slightly behind rival Pfizer. In addition, in the United States, the FDA has approved additional COVID-19 vaccine booster shots for people with weakened immune systems. Stocks involved:<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>、<a href=\"https://laohu8.com/S/BNTX\">BioNTech</a>、<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>、<a href=\"https://laohu8.com/S/JNJ\">Johnson Johnson</a>。</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3c6a9864ff5cea57b22ba422497681e0","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","HSCEI":"国企指数","HSI":"恒生指数",".DJI":"道琼斯","HSTECH":"恒生科技指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130981584","content_text":"摘要：\n\n 事件方面：苹果公司将举办秋季发布会，华为将举办智慧办公新品发布会，小鹏汽车将举行小鹏 P5 超级发布会等；来港易将于周三正式推出；以及中秋节期间，港股通、沪深股通暂停交易。\n\n\n 数据方面：美国将公布8月CPI、工业产出、零售销售等数据；中国将公布8月城镇调查失业率、房地产投资、社零消费等数据。\n\n\n 财报方面：甲骨文、晶科能源等将公布财报。\n\n\n 新股方面：美股市场将迎来多只明星IPO。\n\n周一关键词：华为举行智慧办公新品发布会、甲骨文发布最新财报\n周一，华为将举行智慧办公新品发布会，届时会有多款重磅产品发布，还包括发布一款14寸的大屏手机。\n此外，特斯拉在德国柏林附近的超级工厂因环境问题一直受阻，被当地的两大环境团体Grüne Liga Brandenburg和NABU投诉至德国勃兰登堡环境部；勃兰登堡环境部将在9月13日就特斯拉超级工厂建厂问题召开线上听证会。\n财报方面，甲骨文将公布财报。华尔街分析师预计，甲骨文每股收益为0.97美元，营收为97.8亿美元。相比之下，去年第四季度甲骨文的每股收益为0.93美元，营收为93.7亿美元。\n周二关键词：美国8月CPI同比、美国最大博彩数据提供商Sportradar美股IPO经济数据方面，美国将公布8月CPI同比数据。7月份美国CPI同比上升5.4%，升幅与6月持平。8月CPI能否延续7月份的温和增速，实现进一步放缓，野村和瑞银两家机构相继发布报告，一致认为8月通胀速度可能会继续下降，但是同时也指出存在一定的通胀风险。\n根据野村和瑞银的解释，二手车、酒店住宿和飞机票价格走低将是8月份CPI放缓的主要原因。由于前期半导体芯片短缺和海外工厂停工，美国本土新车供应出现短缺，消费者就转向了二手车市场，进一步导致二手车的需求走强，从而推高其价格。\n事件方面，关注美国证交会主席根斯勒将在参议院银行委员会作证。上个月，根斯勒曾致信参议员沃伦，要求获得更多权力来监管数字资产交易。此次听证会，预计他将会对金融科技、数字资产进行大量讨论。\n财报方面，燃料电池能源将公布财报。\nIPO方面，Sportradar Group AG是一家来自瑞士的线上博彩平台，其使命是通过其完全集成的技术和服务平台在全球范围内提高体育迷的参与度。财务方面，该公司2020年营收4.7亿美元，同比增6.4%；净利润1732万美元。每年平均增速只有大约10%，算不上非常亮眼的数字。但公司已处于盈利状态，不过市值60亿，又略显高估。\n周三关键词：来港易正式推出、苹果新品发布会来袭\n经济数据方面，中国将公布8月城镇调查失业率、房地产投资、社零消费总额同比变化等数据。\n事件方面，来港易计划将于9月15日正式推出，在中国内地居住，除中高风险区的非香港居民抵港均可豁免14天强制检疫隔离措施。林郑月娥透露，在来港易计划下，每日将于深圳湾口岸及港珠澳大桥口岸各推出1000人的配额，即每日内地来港配额人员有2000人。预计将吸引大陆游客到香港购物、旅游，对香港本地股尤其是零售股是积极提振。\n涉及个股：莎莎国际、周生生、六福集团、利福国际等零售股，九龙仓置业、九龙仓集团、新鸿基地产、太古地产等地产股。\n苹果将于北京时间9月15日凌晨1点在官网直播在线特别活动。按照惯例，该场特别活动将发布新款iPhone手机和Apple Watch等重要产品。根据目前的供应链爆料信息，本次发布会预计会推出iPhone13系列，Apple Watch Series7以及AirPods 3。而新发布的iPhone 13系列依旧拥有四款机型，分别为iPhone 13/mini、iPhone 13 Pro/Max，在产品矩阵上与上一代保持一致。\n涉及个股：舜宇光学科技、瑞声科技、高伟电子、比亚迪电子等。\n小鹏汽车官方宣布，小鹏P5将于9月15日上市。P5是小鹏G3、P7之后的第三款量产车型。\n第三届世界新能源汽车大会（WNEVC）将于2021年9月15-17日在海南国际会展中心召开。3天的活动包含20场会议论坛、技术展览及多场同期活动，预计将有1000多名全球新能源汽车领域政产学研高层云集海南。\n据悉，现场展示的新能源车辆以及品牌包括：长安CS55纯电动、奔奔E-Star国民版、逸动EV460；大众ID.家族；宝马iX3、宝马iX；上汽首款基于R-TECH打造的战略产品ES33、上汽名爵MG Cyberster、蔚来ES6和ES8等。\n此外，国家电网、中车时代电气(03898.HK)、纬湃科技、特来电(600089.SH)、精进电动等将展示最新的电池、充换电、电驱动和其他核心零部件及技术；展区设立芯片专区，英飞凌、德州仪器TI、黑芝麻智能、芯力能、苏州国芯、基本半导体将展示最新车规级芯片技术和产品。\n财报方面，晶科能源计划在9月15日周三开盘前发布财报。分析师预计该公司本季度每股收益为0.23美元。\n晶科太阳能最近一次发布财报是在6月24日周四。这家半导体公司当时公布的本季度每股收益为0.15美元，比分析师的普遍预期(-0.02美元)高出0.17美元。该公司当季营收为12.1亿美元，同样高出此前市场集体预期11.8亿美元。晶科能源的净利润率为0.43%，净资产收益率为2.98%。季度收入同比增长了1.1%。去年同期，该公司每股盈利0.65美元。分析师平均预计晶科能源本财年每股收益为1美元，下一财年每股收益则为3美元。\n根据MarketBeat的数据，晶科能源目前的共识评级为持有，目标价为34.75美元。\n值得一提的是，一家对冲基金最近增持了晶科能源的股票。根据富国银行向美国证券交易委员会(SEC)提交的最新13F表格，该行在第二季度大手增持晶科能源的股份375.1%。\nIPO方面，On Holding AG是高性能鞋制造商On Running的所有者，成立于 2010 年。On昂跑由铁人三项世界冠军Olivier Bernhard及其两位好友Caspar Coppetti、David Allemann一同创办。On Running鞋类品牌的投资者也中包括网球传奇人物罗杰-费德勒，费德勒在2019年成为公司股东，并参与设计去年推出的一款以他命名的鞋子。\n财务方面，On昂跑营收规模增速在体育运动公司中名列前茅，从2010年成立到2020 年，其营收复合年增长率为85%。公司2020 年营收为 4.253 亿瑞士法郎，同比增长 59.2%，净亏损为 2750 万瑞士法郎；截至 2021H1，营收为 3.155 亿瑞士法郎，净收入为380 万瑞士法郎。\n周四关键词：美国零售销售、初请经济数据方面，关注美国9月11日当周首次申请失业救济人数变动。\n财经事件方面，因中秋节假期，9月16-22日港股通将暂停交易。\n周五关键词：美国9月密歇根大学消费者信心指数、阿里巴巴年度股东大会经济数据方面，关注美国9月密歇根大学消费者信心指数，市场预期为72，前值为70.3。\n事件方面，北京时间晚7点，阿里巴巴召开年度股东大会。\n此外，美国食品药品监督管理局（FDA）疫苗和相关生物制品咨询委员会将于2021年9月17日召开会议，讨论关于额外注射新冠疫苗加强针的接种问题。会议将于美东时间上午8:30至下午3:45举行。九月初，Moderna也向FDA提交了新冠疫苗加强针的申请，略微落后于竞争对手辉瑞。此外，在美国，FDA已批准向免疫系统薄弱人士额外注射新冠疫苗加强针。涉及个股：辉瑞、BioNTech、Moderna、强生。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,"HSI":0.9,"HSTECH":0.9,".IXIC":0.9,"HSCEI":0.9}},"isVote":1,"tweetType":1,"viewCount":2951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889231872,"gmtCreate":1631149991696,"gmtModify":1676530480157,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Thabk you for sharing. Very good.&nbsp;","listText":"Thabk you for sharing. Very good.&nbsp;","text":"Thabk you for sharing. Very good.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/889231872","repostId":"1140686239","repostType":2,"isVote":1,"tweetType":1,"viewCount":3131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837300523,"gmtCreate":1629855155362,"gmtModify":1676530152390,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Thanks for sharing. Very good&nbsp;","listText":"Thanks for sharing. Very good&nbsp;","text":"Thanks for sharing. Very good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837300523","repostId":"1123533410","repostType":2,"isVote":1,"tweetType":1,"viewCount":3384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834982754,"gmtCreate":1629767080178,"gmtModify":1676530123810,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Vaccine makers are doing great.&nbsp;","listText":"Vaccine makers are doing great.&nbsp;","text":"Vaccine makers are doing great.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/834982754","repostId":"2161777891","repostType":4,"repost":{"id":"2161777891","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":1629750559,"share":"https://ttm.financial/m/news/2161777891?lang=en_US&edition=fundamental","pubTime":"2021-08-24 04:29","market":"us","language":"en","title":"Wall St gains, Nasdaq notches record closing high on full vaccine approval","url":"https://stock-news.laohu8.com/highlight/detail?id=2161777891","media":"Reuters","summary":"NEW YORK, Aug 23 (Reuters) - Wall Street rallied on Monday, and the Nasdaq reached an all-time closi","content":"<p>NEW YORK, Aug 23 (Reuters) - Wall Street rallied on Monday, and the Nasdaq reached an all-time closing high as sentiment was boosted by full FDA approval of a COVID-19 vaccine and market participants looked ahead to the Jackson Hole Symposium expected to convene later this week.</p>\n<p>All three major U.S. stock indexes ended the session sharply higher, with the S&amp;P 500 in the session's final minutes just failing to hold what would have been a record-high close.</p>\n<p>Surging crude prices, driven by expected demand growth, putting energy shares&nbsp;out front.</p>\n<p>\"This has been the script all along,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York. \"We make new highs, pull back, and then we’re off to the races again.\"</p>\n<p>\"That tells me the fundamentals are in place,\" Cardillo added. \"There’s worries out there, but it’s hard to keep this market down.\"</p>\n<p>The U.S. Food and Drug Administration (FDA) granted full approval to the COVID-19 vaccine developed by Pfizer Inc&nbsp;and <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>&nbsp;in a move that could accelerate inoculations in the United States.</p>\n<p>\"Full approval means that there’s most likely going to be more mandates, more companies will mandate that you have to get the vaccine in order to get back to the office,\" Cardillo said. \"I don’t think this will get all the doubters vaccinated but this news today will probably drive (the vaccinated rate) closer to 75%.\"</p>\n<p>Pfizer and U.S.-listed shares of BioNTech advanced 2.5% and 9.6%, respectively.</p>\n<p>Rival Moderna Inc&nbsp;gained 7.5%.</p>\n<p>Spiking COVID-19 infections caused by the highly contagious Delta variant have fueled concerns over a protracted recovery from the global health crisis.</p>\n<p>For an interactive graphic on worldwide vaccine deployment and access, click here</p>\n<p>Data released on Monday painted a \"Goldilocks\" portrait of an economic recovery headed in the right direction, but not enough to warrant a change in the Federal Reserve's dovish monetary policy, which helped feed investor risk appetite.</p>\n<p>Market participants look to the Jackson Hole Symposium, due to convene in Wyoming later this week. The comments of Fed Chairman Jerome Powell will be closely parsed for clues regarding the central bank's policy-tightening timeline.</p>\n<p>The Dow Jones Industrial Average&nbsp;rose 215.63 points, or 0.61%, to 35,335.71, the S&amp;P 500&nbsp;gained 37.86 points, or 0.85%, to 4,479.53 and the Nasdaq Composite&nbsp;added 227.99 points, or 1.55%, to 14,942.65.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, seven ended the session green, with energy enjoying its best day in nearly two months.</p>\n<p>Exxon Mobil Corp&nbsp;and Chevron Corp&nbsp;gained 4.1% and 2.6%, respectively.</p>\n<p>U.S.-listed shares of Trillium Therapeutics Inc&nbsp;soared 188.8% after Pfizer agreed to buy the cancer drug developer in a $2.26 billion deal.</p>\n<p>General Motors Co fell 1.3% following its announcement that it would take a $1 billion hit to expand the recall of its Chevrolet Bolt electric vehicles.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.46-to-1 ratio; on Nasdaq, a 2.81-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 57 new 52-week highs and 1 new low; the Nasdaq Composite recorded 108 new highs and 54 new lows.</p>\n<p>Volume on U.S. exchanges was 8.63 billion shares, compared with the 9.15 billion average over the last 20 trading days.</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>Wall St gains, Nasdaq notches record closing high on full vaccine approval</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\">\nWall St gains, Nasdaq notches record closing high on full vaccine approval\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\">2021-08-24 04:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, Aug 23 (Reuters) - Wall Street rallied on Monday, and the Nasdaq reached an all-time closing high as sentiment was boosted by full FDA approval of a COVID-19 vaccine and market participants looked ahead to the Jackson Hole Symposium expected to convene later this week.</p>\n<p>All three major U.S. stock indexes ended the session sharply higher, with the S&amp;P 500 in the session's final minutes just failing to hold what would have been a record-high close.</p>\n<p>Surging crude prices, driven by expected demand growth, putting energy shares&nbsp;out front.</p>\n<p>\"This has been the script all along,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York. \"We make new highs, pull back, and then we’re off to the races again.\"</p>\n<p>\"That tells me the fundamentals are in place,\" Cardillo added. \"There’s worries out there, but it’s hard to keep this market down.\"</p>\n<p>The U.S. Food and Drug Administration (FDA) granted full approval to the COVID-19 vaccine developed by Pfizer Inc&nbsp;and <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>&nbsp;in a move that could accelerate inoculations in the United States.</p>\n<p>\"Full approval means that there’s most likely going to be more mandates, more companies will mandate that you have to get the vaccine in order to get back to the office,\" Cardillo said. \"I don’t think this will get all the doubters vaccinated but this news today will probably drive (the vaccinated rate) closer to 75%.\"</p>\n<p>Pfizer and U.S.-listed shares of BioNTech advanced 2.5% and 9.6%, respectively.</p>\n<p>Rival Moderna Inc&nbsp;gained 7.5%.</p>\n<p>Spiking COVID-19 infections caused by the highly contagious Delta variant have fueled concerns over a protracted recovery from the global health crisis.</p>\n<p>For an interactive graphic on worldwide vaccine deployment and access, click here</p>\n<p>Data released on Monday painted a \"Goldilocks\" portrait of an economic recovery headed in the right direction, but not enough to warrant a change in the Federal Reserve's dovish monetary policy, which helped feed investor risk appetite.</p>\n<p>Market participants look to the Jackson Hole Symposium, due to convene in Wyoming later this week. The comments of Fed Chairman Jerome Powell will be closely parsed for clues regarding the central bank's policy-tightening timeline.</p>\n<p>The Dow Jones Industrial Average&nbsp;rose 215.63 points, or 0.61%, to 35,335.71, the S&amp;P 500&nbsp;gained 37.86 points, or 0.85%, to 4,479.53 and the Nasdaq Composite&nbsp;added 227.99 points, or 1.55%, to 14,942.65.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, seven ended the session green, with energy enjoying its best day in nearly two months.</p>\n<p>Exxon Mobil Corp&nbsp;and Chevron Corp&nbsp;gained 4.1% and 2.6%, respectively.</p>\n<p>U.S.-listed shares of Trillium Therapeutics Inc&nbsp;soared 188.8% after Pfizer agreed to buy the cancer drug developer in a $2.26 billion deal.</p>\n<p>General Motors Co fell 1.3% following its announcement that it would take a $1 billion hit to expand the recall of its Chevrolet Bolt electric vehicles.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.46-to-1 ratio; on Nasdaq, a 2.81-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 57 new 52-week highs and 1 new low; the Nasdaq Composite recorded 108 new highs and 54 new lows.</p>\n<p>Volume on U.S. exchanges was 8.63 billion shares, compared with the 9.15 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","PFE":"辉瑞",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161777891","content_text":"NEW YORK, Aug 23 (Reuters) - Wall Street rallied on Monday, and the Nasdaq reached an all-time closing high as sentiment was boosted by full FDA approval of a COVID-19 vaccine and market participants looked ahead to the Jackson Hole Symposium expected to convene later this week.\nAll three major U.S. stock indexes ended the session sharply higher, with the S&P 500 in the session's final minutes just failing to hold what would have been a record-high close.\nSurging crude prices, driven by expected demand growth, putting energy shares out front.\n\"This has been the script all along,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York. \"We make new highs, pull back, and then we’re off to the races again.\"\n\"That tells me the fundamentals are in place,\" Cardillo added. \"There’s worries out there, but it’s hard to keep this market down.\"\nThe U.S. Food and Drug Administration (FDA) granted full approval to the COVID-19 vaccine developed by Pfizer Inc and BioNTech SE in a move that could accelerate inoculations in the United States.\n\"Full approval means that there’s most likely going to be more mandates, more companies will mandate that you have to get the vaccine in order to get back to the office,\" Cardillo said. \"I don’t think this will get all the doubters vaccinated but this news today will probably drive (the vaccinated rate) closer to 75%.\"\nPfizer and U.S.-listed shares of BioNTech advanced 2.5% and 9.6%, respectively.\nRival Moderna Inc gained 7.5%.\nSpiking COVID-19 infections caused by the highly contagious Delta variant have fueled concerns over a protracted recovery from the global health crisis.\nFor an interactive graphic on worldwide vaccine deployment and access, click here\nData released on Monday painted a \"Goldilocks\" portrait of an economic recovery headed in the right direction, but not enough to warrant a change in the Federal Reserve's dovish monetary policy, which helped feed investor risk appetite.\nMarket participants look to the Jackson Hole Symposium, due to convene in Wyoming later this week. The comments of Fed Chairman Jerome Powell will be closely parsed for clues regarding the central bank's policy-tightening timeline.\nThe Dow Jones Industrial Average rose 215.63 points, or 0.61%, to 35,335.71, the S&P 500 gained 37.86 points, or 0.85%, to 4,479.53 and the Nasdaq Composite added 227.99 points, or 1.55%, to 14,942.65.\nOf the 11 major sectors in the S&P 500, seven ended the session green, with energy enjoying its best day in nearly two months.\nExxon Mobil Corp and Chevron Corp gained 4.1% and 2.6%, respectively.\nU.S.-listed shares of Trillium Therapeutics Inc soared 188.8% after Pfizer agreed to buy the cancer drug developer in a $2.26 billion deal.\nGeneral Motors Co fell 1.3% following its announcement that it would take a $1 billion hit to expand the recall of its Chevrolet Bolt electric vehicles.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.46-to-1 ratio; on Nasdaq, a 2.81-to-1 ratio favored advancers.\nThe S&P 500 posted 57 new 52-week highs and 1 new low; the Nasdaq Composite recorded 108 new highs and 54 new lows.\nVolume on U.S. exchanges was 8.63 billion shares, compared with the 9.15 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".IXIC":0.9,"PFE":0.9,".SPX":0.9,"NQmain":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836424541,"gmtCreate":1629516754083,"gmtModify":1676530063749,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Good news&nbsp;","listText":"Good news&nbsp;","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/836424541","repostId":"2161745179","repostType":4,"repost":{"id":"2161745179","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1629500040,"share":"https://ttm.financial/m/news/2161745179?lang=en_US&edition=fundamental","pubTime":"2021-08-21 06:54","market":"us","language":"en","title":"Pfizer, BioNTech stocks rises on report FDA could fully approve COVID-19 vaccine","url":"https://stock-news.laohu8.com/highlight/detail?id=2161745179","media":"Dow Jones","summary":"Pfizer Inc. $(PFE)$ and U.S. shares of BioNTech SE (BNTX) rose in the extended session Friday follow","content":"<p>Pfizer Inc. <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> and U.S. shares of <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> (BNTX) rose in the extended session Friday following a report that the drug makers will likely get full Food and Drug Administration approval for their COVID-19 vaccine sometime next week. Pfizer shares rose more than 2% after hours, following a 0.2% decline to close at $48.72, and BioNTech's ADRs rallied more than 5%, following a 5.1% gain to close at $348.68. Late Friday, The New York Times reported targeting the delta variant of the virus.</p>\n<p></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>Pfizer, BioNTech stocks rises on report FDA could fully approve COVID-19 vaccine</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\">\nPfizer, BioNTech stocks rises on report FDA could fully approve COVID-19 vaccine\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-08-21 06:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Pfizer Inc. <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> and U.S. shares of <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> (BNTX) rose in the extended session Friday following a report that the drug makers will likely get full Food and Drug Administration approval for their COVID-19 vaccine sometime next week. Pfizer shares rose more than 2% after hours, following a 0.2% decline to close at $48.72, and BioNTech's ADRs rallied more than 5%, following a 5.1% gain to close at $348.68. Late Friday, The New York Times reported targeting the delta variant of the virus.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161745179","content_text":"Pfizer Inc. $(PFE)$ and U.S. shares of BioNTech SE (BNTX) rose in the extended session Friday following a report that the drug makers will likely get full Food and Drug Administration approval for their COVID-19 vaccine sometime next week. Pfizer shares rose more than 2% after hours, following a 0.2% decline to close at $48.72, and BioNTech's ADRs rallied more than 5%, following a 5.1% gain to close at $348.68. Late Friday, The New York Times reported targeting the delta variant of the virus.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836425432,"gmtCreate":1629516652726,"gmtModify":1676530063724,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Very good article. Thanks.&nbsp;","listText":"Very good article. Thanks.&nbsp;","text":"Very good article. Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/836425432","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=en_US&edition=fundamental","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","QCOM":"高通","ON":"安森美半导体","ASML":"阿斯麦","GOOG":"谷歌","SOXX":"iShares费城交易所半导体ETF","SSNLF":"三星电子","AAPL":"苹果","TSM":"台积电","CDNS":"铿腾电子","GOOGL":"谷歌A","NVDA":"英伟达","SNPS":"新思科技"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"TSM":0.9,"CDNS":0.9,"GOOG":0.9,"SNPS":0.9,"AMZN":0.9,"GOOGL":0.9,"SOXX":0.9,"SSNLF":0.9,"ON":0.9,"ASML":0.9,"QCOM":0.9,"AAPL":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":3382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838542486,"gmtCreate":1629421373745,"gmtModify":1676530034109,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Very good figures. Ums has hope.&nbsp;","listText":"Very good figures. Ums has hope.&nbsp;","text":"Very good figures. Ums has hope.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838542486","repostId":"1199338345","repostType":4,"isVote":1,"tweetType":1,"viewCount":3336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833536311,"gmtCreate":1629249084333,"gmtModify":1676529978158,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Yes very true. Hope it recovers.&nbsp;","listText":"Yes very true. Hope it recovers.&nbsp;","text":"Yes very true. Hope it recovers.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/833536311","repostId":"1125097441","repostType":2,"repost":{"id":"1125097441","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629244814,"share":"https://ttm.financial/m/news/1125097441?lang=en_US&edition=fundamental","pubTime":"2021-08-18 08:00","market":"sh","language":"zh","title":"Last night and this morning: The horror data was unexpectedly upset! U.S. stocks dive","url":"https://stock-news.laohu8.com/highlight/detail?id=1125097441","media":"老虎资讯综合","summary":"摘要：①零售数据不及预期，美股收跌纳指跌0.93%；热门中概股周二收盘多数下滑，阿里巴巴跌近5%；欧洲股市涨跌不一②周二美油跌1%布油跌0.7%，连续第四日下滑；黄金期货价格周二收跌0.1%；③鲍威尔","content":"<p>Abstract: ① Retail sales data fell short of expectations, and U.S. stocks closed down and the Nasdaq fell 0.93%; Most popular Chinese concept stocks closed down on Tuesday.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Fell nearly 5%; European stock markets were mixed ② U.S. oil fell 1% on Tuesday and Brent oil fell 0.7%, falling for the fourth consecutive day; Gold futures prices closed down 0.1% on Tuesday; ③ Powell: It is uncertain whether the Delta mutant strain will seriously affect the economic recovery, and the Fed's policies have limitations; The terrifying data broke out unexpectedly! U.S. retail sales in July were well below expectations. Overseas Market</p><p><b>1. Retail sales data fell short of expectations, U.S. stocks closed down, the Nasdaq fell 0.93%</b></p><p>U.S. stocks closed lower on Tuesday, with the Dow and S&P 500 both ending their previous five consecutive trading days of gains. U.S. retail sales fell by 1.1% month-on-month in July and were far worse than expected, adding to market concerns about the slowdown in global economic growth. The market is still paying attention to geopolitics and U.S. stock earnings. As of the close, the Nasdaq fell 0.93%, the Dow Jones fell 0.79%, and the S&P 500% fell 0.7%.</p><p><b>2. Most popular Chinese concept stocks closed down on Tuesday, Alibaba fell nearly 5%</b></p><p>Most popular Chinese concept stocks closed down on Tuesday.<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Up nearly 10%,<a href=\"https://laohu8.com/S/NIU\">Mavericks Electric</a>Rose more than 9%,<a href=\"https://laohu8.com/S/BEKE\">Shells</a>It rose nearly 6%, Ruixing's powder list fell more than 6%, and Alibaba fell nearly 5%.<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Fell more than 3%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Fell nearly 3%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell more than 2%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Fell nearly 2%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>, Wuxin Technology fell more than 1%.</p><p>New energy vehicle stocks were mixed,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up more than 1%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up nearly 1%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars fell more than 1%.</p><p><b>3. UK job vacancies hit record high since 2001, European stock markets are mixed<a href=\"https://laohu8.com/S/BBL\">Bhp biliton</a>Will exit<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>index</b></p><p>The spread of the highly contagious delta variant Novel Coronavirus has rattled investor sentiment, while investors are also eyeing potential geopolitical implications after the Taliban seized the Afghan capital Kabul. European stock markets closed mixed on Tuesday (August 17). The pan-European Stoxx 600 index closed up slightly by 0.07%; Germany's DAX30 index closed down 0.02%; England<a href=\"https://laohu8.com/S/.100.UK\">FTSE 100 Index</a>Closed up 0.38%; France's CAC40 index closed down 0.28%;</p><p><b>4. U.S. oil fell 1% on Tuesday, Brent oil fell 0.7%, falling for the fourth consecutive day</b></p><p>The accelerated spread of the delta variant strain of the new crown has kept investors worried about the outlook for crude oil demand. In the end, the price of WTI September futures fell 70 cents, or 1%, to settle at $66.59 a barrel, the lowest close since August 9. Brent crude oil futures for October fell 48 cents, or 0.7%, to settle at $69.03 a barrel, the lowest close since July 19.</p><p><b>5. Gold futures prices closed down 0.1% on Tuesday and silver futures fell 0.6%</b></p><p>Gold futures prices recorded their first decline in three trading days on Tuesday. Gold futures prices for December delivery on the New York Stock Exchange fell by $2, or 0.1%, to close at $1,787.80 an ounce. At one point, it rose to $1,797.60 an ounce during the session.</p><p>International macro</p><p><b>1. Powell: It is uncertain whether the Delta variant strain will seriously affect economic recovery. The Fed's policy has limitations</b></p><p>Federal Reserve Chairman Powell held an online town hall meeting with educators and students across the United States on Tuesday, August 17, Eastern Time. During the question-and-answer session, he said that the United States will not simply return to the pre-COVID-19 pandemic economic state, and the epidemic may accompany Americans for a period of time:<b>\"It is uncertain whether the Delta variant strain will have a serious economic impact on the United States, and only time will tell how long these changes will last.</b>The United States has not yet emerged from the current crisis, and the United States cannot declare victory over the novel coronavirus pneumonia epidemic at this time. \"</p><p><b>2. Yellen refutes that dual-track economic legislative actions will lead to \"over-investment\"</b></p><p>U.S. Treasury Secretary Janet Yellen called the Biden administration's dual-track legislative action to simultaneously advance major spending bills on infrastructure and social projects \"the most important economic project in modern history,\" refuting claims that these bills will cause \"excessive investment\". \"narrative.</p><p><b>3. The horror data broke out! U.S. retail sales in July were far lower than expected, and the market suffered a short-term shock</b></p><p>At 8:30 Eastern Time on Tuesday, the latest data released by the U.S. Department of Commerce showed that the monthly rate of U.S. retail sales in July fell by 1.1%, expected to fall by 0.2%, and the previous value increased by 0.6%. Core retail sales fell 0.4% monthly in July, expected to increase by 0.1%, and the previous value increased by 1.3%.</p><p>U.S. retail sales fell more than expected in July, consistent with a steady shift in consumption to services and a sign that consumers may be more price-sensitive as inflation rises.</p><p><b>4. U.S. homebuilder confidence index fell to 13-month low in August</b></p><p>The U.S. homebuilder confidence index fell to a 13-month low in August amid high prices and costs and ongoing supply shortages.</p><p>National Association of Home Builders (NAHB)/<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Data released on Tuesday showed an index that measures builder confidence fell for the third straight month, falling to 75 from 80 in July, the biggest drop since April 2020. Economists expected the median to be flat at 80.</p><p><b>5. Afghani falls to record low, central bank governor says he has left the country</b></p><p>Afghan currency extends losses to hit record low; The situation is turbulent, and the acting central bank governor has left the country again, putting further pressure on investor confidence.</p><p><b>6. U.S. health leaders consider vaccinating people with COVID-19 vaccine booster shots</b></p><p>On August 17, local time, Dr. Frances Collins, director of the National Institutes of Health, said that the latest Israeli data on the effectiveness of COVID-19 vaccine is prompting U.S. health leaders to reconsider their position on COVID-19 vaccine's booster shot.</p><p><b>7. Eurostat: Eurozone GDP increased by 2% month-on-month in the second quarter</b></p><p>On August 17, local time, Eurostat released the economic data of the EU and the euro zone for the second quarter of 2021. Data show that the gross domestic product (GDP) of the euro zone in the second quarter of 2021 increased by 2% compared with the previous quarter, and the employment rate increased by 0.5%; The EU's gross domestic product (GDP) increased by 1.9% in the quarter compared with the previous quarter, and the employment rate increased by 0.6%. In the first quarter of 2021, the gross domestic product (GDP) of the euro zone decreased by 0.3% compared with the previous quarter, and the GDP of the EU decreased by 0.1%.</p><p><b>8. SEC Chairman: Chinese companies have been temporarily suspended from using shell companies to IPO in the United States</b></p><p>SEC Chairman Gensler said he had asked SEC staff to \"temporarily suspend\" the IPO of shell companies used by Chinese companies to list in the United States and wanted investors to learn more about the company's structure. He reiterated a demand that U.S. officials must be allowed to check the financial audits of Chinese companies.</p><p><b>9. The epidemic in Malaysia is out of control and chip factories are shut down, which has affected Bosch, Nissan, etc.</b></p><p>According to people familiar with the matter, due to the increasingly serious epidemic situation in Malaysia, the Malaysian Muar factory of a semiconductor chip supplier was closed in the previous weeks, and was once again required by the local government to close some production lines until August 21. This will lead to Bosch ESP/IPB, VCU, TCU and other chips are directly affected, and it is expected that the supply will basically be cut off in August.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/1132552502\" target=\"_blank\"><b>Analyst: iPhone 13 will be released in the third week of September with 1TB storage</b></a></p><p>On the evening of August 17, Beijing time, it was reported that investment bank Wedbush Securities predicted that,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company will release the new generation of mobile phone iPhone 13 in the third week of September.</p><p>As we all know, Apple usually holds an autumn new product launch conference in September every year to release a new generation of iPhone and other products. Last year, affected by the epidemic, Apple postponed the iPhone 12 release date to October. But this year, some analysts believe that the release time of the iPhone 13 will return to September.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2160830657\" target=\"_blank\"><b>Amazon's retail sales surpass Walmart for the first time, ranking first outside China</b></a></p><p>On the morning of August 18th, Beijing time, in the past 12 months, Amazon's retail sales surpassed Wal-Mart, becoming the largest retail seller outside China. According to FactSet's estimates, customers spent more than $610 billion on the Amazon platform in the past year, while Walmart's revenue was about $566 billion. Nevertheless, they are still not the largest retail sellers globally, Alibaba is the number one.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2160788899\" target=\"_blank\"><b>Microsoft invests in cloud data management company Rubrik to cooperate in developing products to deal with ransomware attacks</b></a></p><p>According to media reports, Microsoft has invested in Rubrik, a cloud data management company. The two companies will jointly develop products designed to deal with the recent frequent ransomware attacks. The jointly developed products will be used to help recover critical data, so that the victims of extortion no longer need to pay ransom to hackers.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2160200195\" target=\"_blank\"><b>Involved in multiple illegal acts Google (fined 14 million rubles by a Russian court</b></a></p><p>On August 17th, local time, the No.422 District Court of Tagansky, Moscow, Russia ruled that Google, an American Internet company, had five administrative violations according to the Administrative Law of the Russian Federation, and imposed a total fine of 14 million rubles (about 1.24 million yuan) on it.</p><p><b>5、</b><a href=\"https://laohu8.com/NW/2160003682\" target=\"_blank\"><b>Google releases Pixel 5a phone priced at $449 and will be available on August 26</b></a></p><p>Google released its low-priced phone Pixel 5a on Tuesday, priced at $449, which will be available on August 26th. The Pixel 5a is a modest improvement over the Pixel 4a 5G released last year, with a larger battery, a slightly larger screen, and water resistance while supporting 5G.</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2160788186\" target=\"_blank\"><b>Data firm Palantir hoards gold bars in response to'black swan 'event</b></a></p><p>U.S. data company Palantir said it was preparing to hoard gold bars in response to another \"black swan event\" and invited customers to buy its data analysis software in gold. The company bought $50.7 million worth of gold bars in August and accepts gold payment methods.</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>Last night and this morning: The horror data was unexpectedly upset! U.S. stocks dive</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nLast night and this morning: The horror data was unexpectedly upset! U.S. stocks dive\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-18 08:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Abstract: ① Retail sales data fell short of expectations, and U.S. stocks closed down and the Nasdaq fell 0.93%; Most popular Chinese concept stocks closed down on Tuesday.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Fell nearly 5%; European stock markets were mixed ② U.S. oil fell 1% on Tuesday and Brent oil fell 0.7%, falling for the fourth consecutive day; Gold futures prices closed down 0.1% on Tuesday; ③ Powell: It is uncertain whether the Delta mutant strain will seriously affect the economic recovery, and the Fed's policies have limitations; The terrifying data broke out unexpectedly! U.S. retail sales in July were well below expectations. Overseas Market</p><p><b>1. Retail sales data fell short of expectations, U.S. stocks closed down, the Nasdaq fell 0.93%</b></p><p>U.S. stocks closed lower on Tuesday, with the Dow and S&P 500 both ending their previous five consecutive trading days of gains. U.S. retail sales fell by 1.1% month-on-month in July and were far worse than expected, adding to market concerns about the slowdown in global economic growth. The market is still paying attention to geopolitics and U.S. stock earnings. As of the close, the Nasdaq fell 0.93%, the Dow Jones fell 0.79%, and the S&P 500% fell 0.7%.</p><p><b>2. Most popular Chinese concept stocks closed down on Tuesday, Alibaba fell nearly 5%</b></p><p>Most popular Chinese concept stocks closed down on Tuesday.<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Up nearly 10%,<a href=\"https://laohu8.com/S/NIU\">Mavericks Electric</a>Rose more than 9%,<a href=\"https://laohu8.com/S/BEKE\">Shells</a>It rose nearly 6%, Ruixing's powder list fell more than 6%, and Alibaba fell nearly 5%.<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Fell more than 3%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Fell nearly 3%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell more than 2%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Fell nearly 2%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>, Wuxin Technology fell more than 1%.</p><p>New energy vehicle stocks were mixed,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up more than 1%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up nearly 1%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars fell more than 1%.</p><p><b>3. UK job vacancies hit record high since 2001, European stock markets are mixed<a href=\"https://laohu8.com/S/BBL\">Bhp biliton</a>Will exit<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>index</b></p><p>The spread of the highly contagious delta variant Novel Coronavirus has rattled investor sentiment, while investors are also eyeing potential geopolitical implications after the Taliban seized the Afghan capital Kabul. European stock markets closed mixed on Tuesday (August 17). The pan-European Stoxx 600 index closed up slightly by 0.07%; Germany's DAX30 index closed down 0.02%; England<a href=\"https://laohu8.com/S/.100.UK\">FTSE 100 Index</a>Closed up 0.38%; France's CAC40 index closed down 0.28%;</p><p><b>4. U.S. oil fell 1% on Tuesday, Brent oil fell 0.7%, falling for the fourth consecutive day</b></p><p>The accelerated spread of the delta variant strain of the new crown has kept investors worried about the outlook for crude oil demand. In the end, the price of WTI September futures fell 70 cents, or 1%, to settle at $66.59 a barrel, the lowest close since August 9. Brent crude oil futures for October fell 48 cents, or 0.7%, to settle at $69.03 a barrel, the lowest close since July 19.</p><p><b>5. Gold futures prices closed down 0.1% on Tuesday and silver futures fell 0.6%</b></p><p>Gold futures prices recorded their first decline in three trading days on Tuesday. Gold futures prices for December delivery on the New York Stock Exchange fell by $2, or 0.1%, to close at $1,787.80 an ounce. At one point, it rose to $1,797.60 an ounce during the session.</p><p>International macro</p><p><b>1. Powell: It is uncertain whether the Delta variant strain will seriously affect economic recovery. The Fed's policy has limitations</b></p><p>Federal Reserve Chairman Powell held an online town hall meeting with educators and students across the United States on Tuesday, August 17, Eastern Time. During the question-and-answer session, he said that the United States will not simply return to the pre-COVID-19 pandemic economic state, and the epidemic may accompany Americans for a period of time:<b>\"It is uncertain whether the Delta variant strain will have a serious economic impact on the United States, and only time will tell how long these changes will last.</b>The United States has not yet emerged from the current crisis, and the United States cannot declare victory over the novel coronavirus pneumonia epidemic at this time. \"</p><p><b>2. Yellen refutes that dual-track economic legislative actions will lead to \"over-investment\"</b></p><p>U.S. Treasury Secretary Janet Yellen called the Biden administration's dual-track legislative action to simultaneously advance major spending bills on infrastructure and social projects \"the most important economic project in modern history,\" refuting claims that these bills will cause \"excessive investment\". \"narrative.</p><p><b>3. The horror data broke out! U.S. retail sales in July were far lower than expected, and the market suffered a short-term shock</b></p><p>At 8:30 Eastern Time on Tuesday, the latest data released by the U.S. Department of Commerce showed that the monthly rate of U.S. retail sales in July fell by 1.1%, expected to fall by 0.2%, and the previous value increased by 0.6%. Core retail sales fell 0.4% monthly in July, expected to increase by 0.1%, and the previous value increased by 1.3%.</p><p>U.S. retail sales fell more than expected in July, consistent with a steady shift in consumption to services and a sign that consumers may be more price-sensitive as inflation rises.</p><p><b>4. U.S. homebuilder confidence index fell to 13-month low in August</b></p><p>The U.S. homebuilder confidence index fell to a 13-month low in August amid high prices and costs and ongoing supply shortages.</p><p>National Association of Home Builders (NAHB)/<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Data released on Tuesday showed an index that measures builder confidence fell for the third straight month, falling to 75 from 80 in July, the biggest drop since April 2020. Economists expected the median to be flat at 80.</p><p><b>5. Afghani falls to record low, central bank governor says he has left the country</b></p><p>Afghan currency extends losses to hit record low; The situation is turbulent, and the acting central bank governor has left the country again, putting further pressure on investor confidence.</p><p><b>6. U.S. health leaders consider vaccinating people with COVID-19 vaccine booster shots</b></p><p>On August 17, local time, Dr. Frances Collins, director of the National Institutes of Health, said that the latest Israeli data on the effectiveness of COVID-19 vaccine is prompting U.S. health leaders to reconsider their position on COVID-19 vaccine's booster shot.</p><p><b>7. Eurostat: Eurozone GDP increased by 2% month-on-month in the second quarter</b></p><p>On August 17, local time, Eurostat released the economic data of the EU and the euro zone for the second quarter of 2021. Data show that the gross domestic product (GDP) of the euro zone in the second quarter of 2021 increased by 2% compared with the previous quarter, and the employment rate increased by 0.5%; The EU's gross domestic product (GDP) increased by 1.9% in the quarter compared with the previous quarter, and the employment rate increased by 0.6%. In the first quarter of 2021, the gross domestic product (GDP) of the euro zone decreased by 0.3% compared with the previous quarter, and the GDP of the EU decreased by 0.1%.</p><p><b>8. SEC Chairman: Chinese companies have been temporarily suspended from using shell companies to IPO in the United States</b></p><p>SEC Chairman Gensler said he had asked SEC staff to \"temporarily suspend\" the IPO of shell companies used by Chinese companies to list in the United States and wanted investors to learn more about the company's structure. He reiterated a demand that U.S. officials must be allowed to check the financial audits of Chinese companies.</p><p><b>9. The epidemic in Malaysia is out of control and chip factories are shut down, which has affected Bosch, Nissan, etc.</b></p><p>According to people familiar with the matter, due to the increasingly serious epidemic situation in Malaysia, the Malaysian Muar factory of a semiconductor chip supplier was closed in the previous weeks, and was once again required by the local government to close some production lines until August 21. This will lead to Bosch ESP/IPB, VCU, TCU and other chips are directly affected, and it is expected that the supply will basically be cut off in August.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/1132552502\" target=\"_blank\"><b>Analyst: iPhone 13 will be released in the third week of September with 1TB storage</b></a></p><p>On the evening of August 17, Beijing time, it was reported that investment bank Wedbush Securities predicted that,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company will release the new generation of mobile phone iPhone 13 in the third week of September.</p><p>As we all know, Apple usually holds an autumn new product launch conference in September every year to release a new generation of iPhone and other products. Last year, affected by the epidemic, Apple postponed the iPhone 12 release date to October. But this year, some analysts believe that the release time of the iPhone 13 will return to September.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2160830657\" target=\"_blank\"><b>Amazon's retail sales surpass Walmart for the first time, ranking first outside China</b></a></p><p>On the morning of August 18th, Beijing time, in the past 12 months, Amazon's retail sales surpassed Wal-Mart, becoming the largest retail seller outside China. According to FactSet's estimates, customers spent more than $610 billion on the Amazon platform in the past year, while Walmart's revenue was about $566 billion. Nevertheless, they are still not the largest retail sellers globally, Alibaba is the number one.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2160788899\" target=\"_blank\"><b>Microsoft invests in cloud data management company Rubrik to cooperate in developing products to deal with ransomware attacks</b></a></p><p>According to media reports, Microsoft has invested in Rubrik, a cloud data management company. The two companies will jointly develop products designed to deal with the recent frequent ransomware attacks. The jointly developed products will be used to help recover critical data, so that the victims of extortion no longer need to pay ransom to hackers.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2160200195\" target=\"_blank\"><b>Involved in multiple illegal acts Google (fined 14 million rubles by a Russian court</b></a></p><p>On August 17th, local time, the No.422 District Court of Tagansky, Moscow, Russia ruled that Google, an American Internet company, had five administrative violations according to the Administrative Law of the Russian Federation, and imposed a total fine of 14 million rubles (about 1.24 million yuan) on it.</p><p><b>5、</b><a href=\"https://laohu8.com/NW/2160003682\" target=\"_blank\"><b>Google releases Pixel 5a phone priced at $449 and will be available on August 26</b></a></p><p>Google released its low-priced phone Pixel 5a on Tuesday, priced at $449, which will be available on August 26th. The Pixel 5a is a modest improvement over the Pixel 4a 5G released last year, with a larger battery, a slightly larger screen, and water resistance while supporting 5G.</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2160788186\" target=\"_blank\"><b>Data firm Palantir hoards gold bars in response to'black swan 'event</b></a></p><p>U.S. data company Palantir said it was preparing to hoard gold bars in response to another \"black swan event\" and invited customers to buy its data analysis software in gold. The company bought $50.7 million worth of gold bars in August and accepts gold payment methods.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b3b5e72649367d0aafd9bcbbca9bcd1","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125097441","content_text":"摘要：①零售数据不及预期，美股收跌纳指跌0.93%；热门中概股周二收盘多数下滑，阿里巴巴跌近5%；欧洲股市涨跌不一②周二美油跌1%布油跌0.7%，连续第四日下滑；黄金期货价格周二收跌0.1%；③鲍威尔：尚不确定Delta变异毒株是否会严重影响经济复苏，美联储的政策具有局限性；恐怖数据爆出意外！美国7月零售销售远低于预期。\n\n海外市场\n1、零售数据不及预期 美股收跌纳指跌0.93%\n美股周二收跌，道指与标普500指数均结束了此前连续5个交易日上涨的行情。美国7月零售销售环比下降1.1%且远逊预期，加重了市场对全球经济增长放缓的担忧。市场仍在关注地缘政治与美股财报。截至收盘，纳斯达克指数跌0.93%，道琼斯指数跌0.79%，标普500%指数跌0.7%。\n2、热门中概股周二收盘多数下滑 阿里巴巴跌近5%\n热门中概股周二收盘多数下滑，高途涨近10%，小牛电动涨超9%，贝壳涨近6%，瑞幸粉单跌超6%，阿里巴巴跌近5%，京东、拼多多跌超3%，百度跌近3%，哔哩哔哩跌超2%，网易跌近2%，新东方、雾芯科技跌超1%。\n新能源汽车股涨跌不一，理想汽车涨超1%，小鹏汽车涨近1%，蔚来汽车跌超1%。\n3、英国职位空缺创2001年以来最高纪录 欧洲股市涨跌不一 必和必拓将退出英国富时100指数\n高传染性的德尔塔变种新冠病毒的传播扰乱了投资者的情绪，而在塔利班占领阿富汗首都喀布尔之后，投资者也在关注潜在的地缘政治影响。欧洲股市周二(8月17日)收盘涨跌不一。泛欧斯托克600指数小幅收涨0.07%；德国DAX30指数收盘下跌0.02%；英国富时100指数收盘上涨0.38%；法国CAC40指数收盘下跌0.28%；\n4、周二美油跌1%布油跌0.7% 连续第四日下滑\n新冠德尔塔变异毒株加速传播，使投资者继续对原油需求前景感到担忧。最终，WTI9月期货价格下跌70美分，跌幅1%，收于每桶66.59美元，为8月9日以来的最低收盘价。布伦特原油10月期货价格下跌48美分，跌幅0.7%，收于每桶69.03美元，创7月19日以来的最低收盘价。\n5、黄金期货价格周二收跌0.1% 白银期货跌0.6%\n黄金期货价格周二录得3个交易日来的首次下滑，纽交所12月交割的黄金期货价格下跌2美元，跌幅0.1%，收于每盎司1787.80美元。盘中一度上涨至每盎司1797.60美元。\n国际宏观\n1、鲍威尔：尚不确定Delta变异毒株是否会严重影响经济复苏 美联储的政策具有局限性\n美联储主席鲍威尔于美东时间8月17日周二，与全美教育工作者和学生进行线上市政厅会议，在问答环节表示，美国不会简单地重返新冠疫情之前的经济状态，疫情可能会伴随美国人一段时间：“尚不确定Delta变异毒株是否会对美国造成严重的经济影响，只有时间才能证明这些变化将持续多久。美国尚未摆脱当前的危机，美国现在还无法针对新冠肺炎流行病疫情宣布胜利。”\n2、耶伦反驳双轨制经济立法行动会导致“过度投资”\n美国财政部长珍妮特·耶伦将拜登政府同时推进基础设施和社会项目重大支出法案的双轨制立法行动称为是“近代史上最重要的经济项目”，反驳了有关这些法案将造成“过度投资”的说法。\n3、恐怖数据爆出意外！美国7月零售销售远低于预期 市场短线巨震\n美东时间周二8点30分，美国商务部公布的最新数据显示，美国7月零售销售月率下跌1.1%，预期下跌0.2%，前值增长0.6%。7月核心零售销售月率下跌0.4%，预期增长0.1%，前值增长1.3%。\n美国7月零售销售下降幅度超过预期，这与消费向服务业的稳步转移相一致，也表明随着通货膨胀加剧，消费者可能对价格更加敏感。\n4、美国8月住宅建筑商信心指数跌至13个月低点\n由于价格和成本高企，且供应持续短缺，美国8月份住宅建筑商信心指数跌至13个月低点。\n全国住宅建筑商协会（NAHB）/富国银行周二公布的数据显示，衡量建筑商信心的指数连续第三个月走低，从7月的80降至75，创2020年4月份以来的最大跌幅。经济学家预期中值为持平于80。\n5、阿富汗尼跌至历史新低 央行行长称已离开该国\n阿富汗货币扩大跌幅，触及纪录低点；局势动荡不堪，代理央行行长又离开了该国，令投资者信心进一步承压。\n6、美国卫生部门领导人考虑为民众接种新冠疫苗加强针\n当地时间8月17日，美国国立卫生研究院院长弗朗西斯·柯林斯博士表示，以色列关于新冠疫苗有效性的最新数据正在促使美国卫生部门领导人重新考虑他们对新冠疫苗加强针的立场。\n7、欧盟统计局：欧元区二季度GDP环比增长2%\n当地时间8月17日，欧盟统计局发布了2021年第二季度欧盟及欧元区经济数据。数据显示，欧元区2021年第二季度国内生产总值（GDP）比上个季度增长2%，就业率增长0.5%；欧盟该季度国内生产总值（GDP）比上个季度增长1.9%，就业率增长0.6%。而在2021年第一季度，欧元区国内生产总值（GDP）比上个季度下降0.3%，欧盟国内生产总值则下降0.1%。\n8、SEC主席：已暂时暂停中国公司使用壳公司赴美IPO\n美国证交会主席根斯勒表示，已要求美国证券交易委员会工作人员“暂时暂停”中国公司用来在美国上市的壳公司的IPO，并希望投资者了解更多关于公司结构的信息。他重申了一项要求，即必须允许美国官员检查中国公司的财务审计。\n9、马来西亚疫情失控、芯片厂关停，已波及博世、日产等\n据知情人士透露，由于马来西亚疫情日趋严重，某半导体芯片供应商的马来西亚Muar工厂继之前数周关厂，再度被当地政府要求关闭部分生产线至8月21日，这将导致博世ESP/IPB、VCU、TCU等芯片受到直接影响，预计8月份后续基本处于断供状态。\n公司新闻\n1、分析师：iPhone 13将于9月第三周发布 配备1TB存储\n北京时间8月17日晚间消息，据报道，投资银行Wedbush Securities预计，苹果公司将于9月的第三周发布新一代手机iPhone 13。\n众所周知，苹果通常在每年的9月份举行秋季新品发布会，发布新一代iPhone和其他产品。去年，受疫情影响，苹果将iPhone 12发布日期推迟到10月份。但今年，一些分析师认为，iPhone 13的发布时间将重回9月份。\n2、亚马逊零售额首超沃尔玛 中国之外第一名\n北京时间8月18日早间消息，过去12个月，亚马逊的零售销售额超过沃尔玛，成为中国之外最大的零售销售商。根据FactSet公司的估计，在过去一年里，客户在亚马逊平台花费6100多亿美元，而沃尔玛的营收约为5660亿美元。尽管如此，在全球范围内它们仍然不是最大的零售销售商，阿里巴巴才是第一名。\n3、微软投资云数据管理公司Rubrik 将合作研发产品应对勒索软件攻击\n据媒体报道，微软投资了云数据管理公司Rubrik，两家公司将共同研发产品，旨在应对近来频发的勒索软件攻击，合作研发的产品将用于帮助恢复关键数据，这样一来，被勒索的受害者无需再向黑客支付赎金。\n4、涉及多项违法行为 谷歌(被俄罗斯法院罚款1400万卢布\n当地时间8月17日，俄罗斯莫斯科塔甘斯基第422号地方法院根据《俄罗斯联邦行政法》裁定美国互联网公司谷歌存在五项行政违法行为，对其处以总计1400万卢布（约人民币124万元）的罚款。\n5、谷歌发布Pixel 5a手机 售价449美元，8月26日上市\n谷歌周二发布低价款手机Pixel 5a，售价449美元，将于8月26日上市。Pixel 5a较去年发布的Pixel 4a 5G做出了适度的改进，配有更大容量的电池、稍大的屏幕和防水功能，同时支持5G。\n6、数据公司Palantir囤积金条以应对“黑天鹅”事件\n美国数据公司Palantir表示，其正在准备应对另一场“黑天鹅事件”而囤积金条，并邀请客户以黄金购买其数据分析软件。该公司8月份购买了价值5070万美元的金条，并接受黄金支付方式。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839227596,"gmtCreate":1629162681315,"gmtModify":1676529949393,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Keeps going up.&nbsp;","listText":"Keeps going up.&nbsp;","text":"Keeps going up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/839227596","repostId":"2160278866","repostType":4,"repost":{"id":"2160278866","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":1629153526,"share":"https://ttm.financial/m/news/2160278866?lang=en_US&edition=fundamental","pubTime":"2021-08-17 06:38","market":"us","language":"en","title":"S&P 500, Dow hit record highs as defensive shares shine","url":"https://stock-news.laohu8.com/highlight/detail?id=2160278866","media":"Reuters","summary":"* Healthcare sector rises over 1%, utilities, staples gain\n* Cyclical areas off: Energy, materials, ","content":"<p>* Healthcare sector rises over 1%, utilities, staples gain</p>\n<p>* Cyclical areas off: Energy, materials, financials weak</p>\n<p>* China factory output, retail sales growth slow sharply</p>\n<p>* Tesla slumps after U.S. opens probe into Autopilot</p>\n<p>* Dow up 0.31%, S&amp;P up 0.26%, Nasdaq down 0.2%</p>\n<p>Aug 16 (Reuters) - The benchmark S&amp;P 500 and the Dow industrials hit record highs on Monday as investors moved into defensive sectors and stocks recovered from losses earlier in the session, shaking off glum economic data out of China.</p>\n<p>Economically sensitive groups such as energy, materials and financials were weaker after China's factory output and retail sales growth slowed sharply and missed expectations in July, as new COVID-19 outbreaks and floods disrupted business operations.</p>\n<p>But healthcare gained 1.1%, the best-performing S&amp;P 500 sector. Utilities and consumer staples -- also generally regarded as defensive sectors -- further bolstered market gains.</p>\n<p>The S&amp;P 500 and the Dow both posted record high closes for their fifth straight sessions, even after the major indexes were initially well in the red.</p>\n<p>\"There is just huge amounts of liquidity, massive amounts of cash out there, both on corporate balance sheets and in private investors’ pockets, and because of that every tiny dip that there is, people look for bargains and they buy and they keep it buoyant,\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab in Austin, Texas.</p>\n<p>The Dow Jones Industrial Average rose 110.02 points, or 0.31%, to 35,625.4, the S&amp;P 500 gained 11.71 points, or 0.26%, to 4,479.71 and the Nasdaq Composite dropped 29.14 points, or 0.2%, to 14,793.76.</p>\n<p>A rebound in the U.S. economy including a stellar second-quarter corporate earnings season along with accommodative monetary policy has underpinned positive sentiment for equities. The S&amp;P 500 has gained 100% since its March 2020 low.</p>\n<p>“The overall environment remains supportive of risk assets, so there is a gravitational pull upward for stocks,” said Kristina Hooper, chief global market strategist at Invesco.</p>\n<p>Investors are looking for signs about when the Federal Reserve will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday. A resurgence in COVID-19 cases and the impact on the economy are keeping markets on edge, with investors watching earnings reports from major retailers due later in the week.</p>\n<p>Investors were also digesting news from Afghanistan, where thousands of civilians desperate to flee the country thronged Kabul airport after the Taliban seized the capital.</p>\n<p>In company news, Tesla shares fell 4.3% after U.S. auto safety regulators said they had opened a formal safety probe into the company's driver assistance system Autopilot after a series of crashes involving emergency vehicles.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.75-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 68 new 52-week highs and one new lows; the Nasdaq Composite recorded 72 new highs and 259 new lows.</p>\n<p>About 8.5 billion shares changed hands in U.S. exchanges, below the 9.2 billion daily average over the last 20 sessions.</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>S&P 500, Dow hit record highs as defensive shares shine</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500, Dow hit record highs as defensive shares shine\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\">2021-08-17 06:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Healthcare sector rises over 1%, utilities, staples gain</p>\n<p>* Cyclical areas off: Energy, materials, financials weak</p>\n<p>* China factory output, retail sales growth slow sharply</p>\n<p>* Tesla slumps after U.S. opens probe into Autopilot</p>\n<p>* Dow up 0.31%, S&amp;P up 0.26%, Nasdaq down 0.2%</p>\n<p>Aug 16 (Reuters) - The benchmark S&amp;P 500 and the Dow industrials hit record highs on Monday as investors moved into defensive sectors and stocks recovered from losses earlier in the session, shaking off glum economic data out of China.</p>\n<p>Economically sensitive groups such as energy, materials and financials were weaker after China's factory output and retail sales growth slowed sharply and missed expectations in July, as new COVID-19 outbreaks and floods disrupted business operations.</p>\n<p>But healthcare gained 1.1%, the best-performing S&amp;P 500 sector. Utilities and consumer staples -- also generally regarded as defensive sectors -- further bolstered market gains.</p>\n<p>The S&amp;P 500 and the Dow both posted record high closes for their fifth straight sessions, even after the major indexes were initially well in the red.</p>\n<p>\"There is just huge amounts of liquidity, massive amounts of cash out there, both on corporate balance sheets and in private investors’ pockets, and because of that every tiny dip that there is, people look for bargains and they buy and they keep it buoyant,\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab in Austin, Texas.</p>\n<p>The Dow Jones Industrial Average rose 110.02 points, or 0.31%, to 35,625.4, the S&amp;P 500 gained 11.71 points, or 0.26%, to 4,479.71 and the Nasdaq Composite dropped 29.14 points, or 0.2%, to 14,793.76.</p>\n<p>A rebound in the U.S. economy including a stellar second-quarter corporate earnings season along with accommodative monetary policy has underpinned positive sentiment for equities. The S&amp;P 500 has gained 100% since its March 2020 low.</p>\n<p>“The overall environment remains supportive of risk assets, so there is a gravitational pull upward for stocks,” said Kristina Hooper, chief global market strategist at Invesco.</p>\n<p>Investors are looking for signs about when the Federal Reserve will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday. A resurgence in COVID-19 cases and the impact on the economy are keeping markets on edge, with investors watching earnings reports from major retailers due later in the week.</p>\n<p>Investors were also digesting news from Afghanistan, where thousands of civilians desperate to flee the country thronged Kabul airport after the Taliban seized the capital.</p>\n<p>In company news, Tesla shares fell 4.3% after U.S. auto safety regulators said they had opened a formal safety probe into the company's driver assistance system Autopilot after a series of crashes involving emergency vehicles.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.75-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 68 new 52-week highs and one new lows; the Nasdaq Composite recorded 72 new highs and 259 new lows.</p>\n<p>About 8.5 billion shares changed hands in U.S. exchanges, below the 9.2 billion daily average over the last 20 sessions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPXU":"三倍做空标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","SPY":"标普500ETF","TSLA":"特斯拉",".SPX":"S&P 500 Index","SH":"做空标普500-Proshares","IVV":"标普500ETF-iShares",".DJI":"道琼斯","SSO":"2倍做多标普500ETF-ProShares","OEX":"标普100",".IXIC":"NASDAQ Composite","OEF":"标普100指数ETF-iShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160278866","content_text":"* Healthcare sector rises over 1%, utilities, staples gain\n* Cyclical areas off: Energy, materials, financials weak\n* China factory output, retail sales growth slow sharply\n* Tesla slumps after U.S. opens probe into Autopilot\n* Dow up 0.31%, S&P up 0.26%, Nasdaq down 0.2%\nAug 16 (Reuters) - The benchmark S&P 500 and the Dow industrials hit record highs on Monday as investors moved into defensive sectors and stocks recovered from losses earlier in the session, shaking off glum economic data out of China.\nEconomically sensitive groups such as energy, materials and financials were weaker after China's factory output and retail sales growth slowed sharply and missed expectations in July, as new COVID-19 outbreaks and floods disrupted business operations.\nBut healthcare gained 1.1%, the best-performing S&P 500 sector. Utilities and consumer staples -- also generally regarded as defensive sectors -- further bolstered market gains.\nThe S&P 500 and the Dow both posted record high closes for their fifth straight sessions, even after the major indexes were initially well in the red.\n\"There is just huge amounts of liquidity, massive amounts of cash out there, both on corporate balance sheets and in private investors’ pockets, and because of that every tiny dip that there is, people look for bargains and they buy and they keep it buoyant,\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab in Austin, Texas.\nThe Dow Jones Industrial Average rose 110.02 points, or 0.31%, to 35,625.4, the S&P 500 gained 11.71 points, or 0.26%, to 4,479.71 and the Nasdaq Composite dropped 29.14 points, or 0.2%, to 14,793.76.\nA rebound in the U.S. economy including a stellar second-quarter corporate earnings season along with accommodative monetary policy has underpinned positive sentiment for equities. The S&P 500 has gained 100% since its March 2020 low.\n“The overall environment remains supportive of risk assets, so there is a gravitational pull upward for stocks,” said Kristina Hooper, chief global market strategist at Invesco.\nInvestors are looking for signs about when the Federal Reserve will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday. A resurgence in COVID-19 cases and the impact on the economy are keeping markets on edge, with investors watching earnings reports from major retailers due later in the week.\nInvestors were also digesting news from Afghanistan, where thousands of civilians desperate to flee the country thronged Kabul airport after the Taliban seized the capital.\nIn company news, Tesla shares fell 4.3% after U.S. auto safety regulators said they had opened a formal safety probe into the company's driver assistance system Autopilot after a series of crashes involving emergency vehicles.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.75-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored decliners.\nThe S&P 500 posted 68 new 52-week highs and one new lows; the Nasdaq Composite recorded 72 new highs and 259 new lows.\nAbout 8.5 billion shares changed hands in U.S. exchanges, below the 9.2 billion daily average over the last 20 sessions.","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SH":0.9,"UPRO":0.9,"SSO":0.9,"IVV":0.9,"SPXU":0.9,"ESmain":0.9,"OEF":0.9,"SPY":0.9,"TSLA":0.9,".SPX":0.9,"SDS":0.9,"OEX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804604059,"gmtCreate":1627952358771,"gmtModify":1703498405155,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Both Cenovus and Fortive are showing strong potential for free cash flow generation and deleveraging, according to analysts at the firm","listText":"Both Cenovus and Fortive are showing strong potential for free cash flow generation and deleveraging, according to analysts at the firm","text":"Both Cenovus and Fortive are showing strong potential for free cash flow generation and deleveraging, according to analysts at the firm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804604059","repostId":"1160540488","repostType":4,"isVote":1,"tweetType":1,"viewCount":1858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804603456,"gmtCreate":1627952094175,"gmtModify":1703498397964,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804603456","repostId":"2156711422","repostType":4,"isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804870150,"gmtCreate":1627951584870,"gmtModify":1703498380494,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Aiyo","listText":"Aiyo","text":"Aiyo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804870150","repostId":"2156114224","repostType":4,"isVote":1,"tweetType":1,"viewCount":1396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805127225,"gmtCreate":1627866625067,"gmtModify":1703496757857,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"I think it's worth a go on this.&nbsp;","listText":"I think it's worth a go on this.&nbsp;","text":"I think it's worth a go on this.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805127225","repostId":"2156169749","repostType":4,"isVote":1,"tweetType":1,"viewCount":1228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805124627,"gmtCreate":1627866584569,"gmtModify":1703496755705,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805124627","repostId":"1168080943","repostType":4,"isVote":1,"tweetType":1,"viewCount":1036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805129198,"gmtCreate":1627866273714,"gmtModify":1703496744836,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"True","listText":"True","text":"True","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/805129198","repostId":"2155152474","repostType":4,"repost":{"id":"2155152474","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":1627865797,"share":"https://ttm.financial/m/news/2155152474?lang=en_US&edition=fundamental","pubTime":"2021-08-02 08:56","market":"us","language":"en","title":"Amazon faces more than slowing sales growth: it needs more warehouses","url":"https://stock-news.laohu8.com/highlight/detail?id=2155152474","media":"Reuters","summary":"Amazon.com Inc needs to spend billions of dollars to expand its warehouse and delivery system, addin","content":"<p>Amazon.com Inc needs to spend billions of dollars to expand its warehouse and delivery system, adding pressure to its shares which dropped 7% on Friday after it forecast lower sales growth.</p>\n<p>The company is racing to meet demand even though shoppers are venturing more outside the home and it is returning to a pre-lockdown sales trajectory.</p>\n<p>Last year, Amazon turned goods away from warehouses for weeks because it lacked the people and space to fulfill them safely. It still is playing catch-up, said Andrea Leigh, vice president at e-commerce optimization firm Ideoclick, who formerly worked at Amazon.</p>\n<p>\"Amazon is running out of available space,\" she said. \"They're also running out of labor.\"</p>\n<p>Even after the company almost doubled its warehouse and transportation network in the prior 18 months, it sees significant investment ahead, not to mention costs from hiring and training staff. A tight labor market forced Amazon to raise wages early and add signing bonuses to attract full and part-time employees, who now number 1,335,000.</p>\n<p>It also has to get back on track to its goal of <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day Prime deliveries in the United States. \"This is all part of a multi-year investment cycle for us,\" Chief Financial Officer Brian Olsavsky told analysts Thursday.</p>\n<p>For shareholders, Amazon's spending to capture long-term gains at the risk of near-term profit is in a playbook it has deployed over 27 years, sometimes testing the patience of Wall Street.</p>\n<p>\"Slower growth &amp; increased investments make the shares more challenging,\" JPMorgan analysts said in a note.</p>\n<p>Amazon plans to add 517 facilities to its global distribution infrastructure in the coming years, according to logistics consultancy MWPVL International. That is 176 million square feet on top of the 402 million it already has.</p>\n<p>Amazon did not comment on the accuracy of those estimates, but said its infrastructure rollout already is ramping up. Over the past 12 months, capital expenditures and equipment leases jumped 74% to $54.5 billion, almost double the growth rate a year ago.</p>\n<p>That may be par for the course for a $1.7 trillion retailer that wants to get bigger. Credit Suisse analysts said Amazon's ramp-up in capital expenditures is more important than its revenue guidance.</p>\n<p>\"The consumer responds positively to higher/faster service levels,\" they said in a note. \"Unit volume accelerated following one day Prime delivery launch in 2Q19 – we believe it is only a matter of time before we see a similar impact as Amazon deploys fulfillment assets into the Holidays.\"</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>Amazon faces more than slowing sales growth: it needs more warehouses</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon faces more than slowing sales growth: it needs more warehouses\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\">2021-08-02 08:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Amazon.com Inc needs to spend billions of dollars to expand its warehouse and delivery system, adding pressure to its shares which dropped 7% on Friday after it forecast lower sales growth.</p>\n<p>The company is racing to meet demand even though shoppers are venturing more outside the home and it is returning to a pre-lockdown sales trajectory.</p>\n<p>Last year, Amazon turned goods away from warehouses for weeks because it lacked the people and space to fulfill them safely. It still is playing catch-up, said Andrea Leigh, vice president at e-commerce optimization firm Ideoclick, who formerly worked at Amazon.</p>\n<p>\"Amazon is running out of available space,\" she said. \"They're also running out of labor.\"</p>\n<p>Even after the company almost doubled its warehouse and transportation network in the prior 18 months, it sees significant investment ahead, not to mention costs from hiring and training staff. A tight labor market forced Amazon to raise wages early and add signing bonuses to attract full and part-time employees, who now number 1,335,000.</p>\n<p>It also has to get back on track to its goal of <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day Prime deliveries in the United States. \"This is all part of a multi-year investment cycle for us,\" Chief Financial Officer Brian Olsavsky told analysts Thursday.</p>\n<p>For shareholders, Amazon's spending to capture long-term gains at the risk of near-term profit is in a playbook it has deployed over 27 years, sometimes testing the patience of Wall Street.</p>\n<p>\"Slower growth &amp; increased investments make the shares more challenging,\" JPMorgan analysts said in a note.</p>\n<p>Amazon plans to add 517 facilities to its global distribution infrastructure in the coming years, according to logistics consultancy MWPVL International. That is 176 million square feet on top of the 402 million it already has.</p>\n<p>Amazon did not comment on the accuracy of those estimates, but said its infrastructure rollout already is ramping up. Over the past 12 months, capital expenditures and equipment leases jumped 74% to $54.5 billion, almost double the growth rate a year ago.</p>\n<p>That may be par for the course for a $1.7 trillion retailer that wants to get bigger. Credit Suisse analysts said Amazon's ramp-up in capital expenditures is more important than its revenue guidance.</p>\n<p>\"The consumer responds positively to higher/faster service levels,\" they said in a note. \"Unit volume accelerated following one day Prime delivery launch in 2Q19 – we believe it is only a matter of time before we see a similar impact as Amazon deploys fulfillment assets into the Holidays.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155152474","content_text":"Amazon.com Inc needs to spend billions of dollars to expand its warehouse and delivery system, adding pressure to its shares which dropped 7% on Friday after it forecast lower sales growth.\nThe company is racing to meet demand even though shoppers are venturing more outside the home and it is returning to a pre-lockdown sales trajectory.\nLast year, Amazon turned goods away from warehouses for weeks because it lacked the people and space to fulfill them safely. It still is playing catch-up, said Andrea Leigh, vice president at e-commerce optimization firm Ideoclick, who formerly worked at Amazon.\n\"Amazon is running out of available space,\" she said. \"They're also running out of labor.\"\nEven after the company almost doubled its warehouse and transportation network in the prior 18 months, it sees significant investment ahead, not to mention costs from hiring and training staff. A tight labor market forced Amazon to raise wages early and add signing bonuses to attract full and part-time employees, who now number 1,335,000.\nIt also has to get back on track to its goal of one-day Prime deliveries in the United States. \"This is all part of a multi-year investment cycle for us,\" Chief Financial Officer Brian Olsavsky told analysts Thursday.\nFor shareholders, Amazon's spending to capture long-term gains at the risk of near-term profit is in a playbook it has deployed over 27 years, sometimes testing the patience of Wall Street.\n\"Slower growth & increased investments make the shares more challenging,\" JPMorgan analysts said in a note.\nAmazon plans to add 517 facilities to its global distribution infrastructure in the coming years, according to logistics consultancy MWPVL International. That is 176 million square feet on top of the 402 million it already has.\nAmazon did not comment on the accuracy of those estimates, but said its infrastructure rollout already is ramping up. Over the past 12 months, capital expenditures and equipment leases jumped 74% to $54.5 billion, almost double the growth rate a year ago.\nThat may be par for the course for a $1.7 trillion retailer that wants to get bigger. Credit Suisse analysts said Amazon's ramp-up in capital expenditures is more important than its revenue guidance.\n\"The consumer responds positively to higher/faster service levels,\" they said in a note. \"Unit volume accelerated following one day Prime delivery launch in 2Q19 – we believe it is only a matter of time before we see a similar impact as Amazon deploys fulfillment assets into the Holidays.\"","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802671773,"gmtCreate":1627779874592,"gmtModify":1703495673489,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Getting richer&nbsp;","listText":"Getting richer&nbsp;","text":"Getting richer","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802671773","repostId":"2156165236","repostType":4,"repost":{"id":"2156165236","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1627758960,"share":"https://ttm.financial/m/news/2156165236?lang=en_US&edition=fundamental","pubTime":"2021-08-01 03:16","market":"us","language":"en","title":"U.S. wealth grew by $19 trillion during the pandemic -- but mostly for the very rich","url":"https://stock-news.laohu8.com/highlight/detail?id=2156165236","media":"Dow Jones","summary":"Bond issuance of U.S. consumer debt is up 61%.\n\nRising stocks and financial assets helped U.S. house","content":"<blockquote>\n Bond issuance of U.S. consumer debt is up 61%.\n</blockquote>\n<p>Rising stocks and financial assets helped U.S. household wealth grow by $19 trillion during the pandemic to $137 trillion , but wealth inequality has gotten worse, according to a new report.</p>\n<p>That means American household net worth increased 16% from the end of the fourth quarter of 2019 through the first quarter of 2021, marking the largest 15-month stretch of gains since 2004, according to Oxford Economics.</p>\n<p>But more than 90% of the gains in households' holdings of real estate, equities and mutual funds in that stretch \"reflect price appreciation, with the small remaining balance coming from new investments,\" economists Nancy Vanden Houten and Gregory Daco at Oxford Economics wrote, in a Tuesday note.</p>\n<p>In other words, those who owned assets going into the crisis benefited the most.</p>\n<p>\"Those in the top 1% of the income distribution saw their wealth increase 23%, while those in the bottom income quintile experienced only a 2.5% gain in net worth,\" the team wrote.</p>\n<p>A similar pattern in U.S. savings has occurred, with more than 80% of the $2.6 trillion in excess savings residing with those in the nation's top two income brackets.</p>\n<p>All eyes on the Fed</p>\n<p>Federal Reserve Chairman Jerome Powell has pointed repeatedly to the pandemic's disproportionate toll on lower-income households in terms of both health and wealth consequences. The fate of the central bank's easy monetary policies also has been tethered to achieving substantial progress in the recovery and by regaining millions of jobs lost during the crisis.</p>\n<p>Investors will be tuned in Wednesday for a Fed update on the economic recovery and on inflation, which in recent months has been running hot, but also for insights on the central bank's thinking about the COVID-19 delta variant and plans for its $120 billion in monthly asset purchases.</p>\n<p>See: Fed is walking 'bit of a tightrope' between downside risks and inflation</p>\n<p>U.S. stock indexes pulled back from record territory ahead of the Fed briefing, with the Dow Jones Industrial Average off 0.2% Tuesday, the S&amp;P 500 index 0.5% lower and the Nasdaq Composite Index down by 1.2%.</p>\n<p>Many investors expect consumer spending to help drive the economic recovery, particularly as fiscal stimulus wanes and as the central bank considers when to dial back its support for financial markets, likely first by trimming its large-scale asset purchases of Treasurys and agency mortgage-backed securities.</p>\n<p>Who is driving?</p>\n<p>But big questions remain. Concerns have ramped up around the delta variant and what that could mean this fall when young children, not yet eligible for the shot, return to classrooms. There's also the increase in the cost of living and how that might eat into worker paychecks, potentially putting a damper on consumer spending.</p>\n<p>Oxford Economics' Houten and Daco expect households to draw down $360 billion, or 14%, in savings to finance consumption <a href=\"https://laohu8.com/S/XLY\">$(XLY)$</a>(FXD)<a href=\"https://laohu8.com/S/XRT\">$(XRT)$</a> in the next six quarters, supporting 9% growth in real consumer spending in 2021 and 5% in 2022.</p>\n<p>\"The accumulation of excess saving by upper-income households will support a solid pace of consumer spending that is just getting underway, and that is expected to continue through 2022,\" they wrote.</p>\n<p>As another sign of spending, issuance of U.S. asset-backed bonds tied to things like autos, credit cards and student loans has reached $163 billion already this year, a 61% jump from the same stretch of 2020, and 11% higher than the same period in 2019, according to BofA Global Research.</p>\n<p>Credit applications for auto loans, new mortgages and credit cards in May also mostly returned to pre-pandemic levels, the Consumer Financial Protection Bureau said Tuesday.</p>\n<p>The exception was borrowers with subprime and deep subprime credit scores, generally pegged as 600 and below, where applications for credit were down for all but the mortgage-credit category.</p>\n<p>\"We will continue to keep a close watch on the marketplace as the economic recovery continues, to help ensure all consumers have access to financial products and services that are fair, transparent, and competitive,\" said Acting CFPB Director Dave Uejio, in a statement.</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>U.S. wealth grew by $19 trillion during the pandemic -- but mostly for the very rich</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. wealth grew by $19 trillion during the pandemic -- but mostly for the very rich\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-08-01 03:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Bond issuance of U.S. consumer debt is up 61%.\n</blockquote>\n<p>Rising stocks and financial assets helped U.S. household wealth grow by $19 trillion during the pandemic to $137 trillion , but wealth inequality has gotten worse, according to a new report.</p>\n<p>That means American household net worth increased 16% from the end of the fourth quarter of 2019 through the first quarter of 2021, marking the largest 15-month stretch of gains since 2004, according to Oxford Economics.</p>\n<p>But more than 90% of the gains in households' holdings of real estate, equities and mutual funds in that stretch \"reflect price appreciation, with the small remaining balance coming from new investments,\" economists Nancy Vanden Houten and Gregory Daco at Oxford Economics wrote, in a Tuesday note.</p>\n<p>In other words, those who owned assets going into the crisis benefited the most.</p>\n<p>\"Those in the top 1% of the income distribution saw their wealth increase 23%, while those in the bottom income quintile experienced only a 2.5% gain in net worth,\" the team wrote.</p>\n<p>A similar pattern in U.S. savings has occurred, with more than 80% of the $2.6 trillion in excess savings residing with those in the nation's top two income brackets.</p>\n<p>All eyes on the Fed</p>\n<p>Federal Reserve Chairman Jerome Powell has pointed repeatedly to the pandemic's disproportionate toll on lower-income households in terms of both health and wealth consequences. The fate of the central bank's easy monetary policies also has been tethered to achieving substantial progress in the recovery and by regaining millions of jobs lost during the crisis.</p>\n<p>Investors will be tuned in Wednesday for a Fed update on the economic recovery and on inflation, which in recent months has been running hot, but also for insights on the central bank's thinking about the COVID-19 delta variant and plans for its $120 billion in monthly asset purchases.</p>\n<p>See: Fed is walking 'bit of a tightrope' between downside risks and inflation</p>\n<p>U.S. stock indexes pulled back from record territory ahead of the Fed briefing, with the Dow Jones Industrial Average off 0.2% Tuesday, the S&amp;P 500 index 0.5% lower and the Nasdaq Composite Index down by 1.2%.</p>\n<p>Many investors expect consumer spending to help drive the economic recovery, particularly as fiscal stimulus wanes and as the central bank considers when to dial back its support for financial markets, likely first by trimming its large-scale asset purchases of Treasurys and agency mortgage-backed securities.</p>\n<p>Who is driving?</p>\n<p>But big questions remain. Concerns have ramped up around the delta variant and what that could mean this fall when young children, not yet eligible for the shot, return to classrooms. There's also the increase in the cost of living and how that might eat into worker paychecks, potentially putting a damper on consumer spending.</p>\n<p>Oxford Economics' Houten and Daco expect households to draw down $360 billion, or 14%, in savings to finance consumption <a href=\"https://laohu8.com/S/XLY\">$(XLY)$</a>(FXD)<a href=\"https://laohu8.com/S/XRT\">$(XRT)$</a> in the next six quarters, supporting 9% growth in real consumer spending in 2021 and 5% in 2022.</p>\n<p>\"The accumulation of excess saving by upper-income households will support a solid pace of consumer spending that is just getting underway, and that is expected to continue through 2022,\" they wrote.</p>\n<p>As another sign of spending, issuance of U.S. asset-backed bonds tied to things like autos, credit cards and student loans has reached $163 billion already this year, a 61% jump from the same stretch of 2020, and 11% higher than the same period in 2019, according to BofA Global Research.</p>\n<p>Credit applications for auto loans, new mortgages and credit cards in May also mostly returned to pre-pandemic levels, the Consumer Financial Protection Bureau said Tuesday.</p>\n<p>The exception was borrowers with subprime and deep subprime credit scores, generally pegged as 600 and below, where applications for credit were down for all but the mortgage-credit category.</p>\n<p>\"We will continue to keep a close watch on the marketplace as the economic recovery continues, to help ensure all consumers have access to financial products and services that are fair, transparent, and competitive,\" said Acting CFPB Director Dave Uejio, in a statement.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XRT":"零售指数ETF-SPDR标普","XLY":"消费品指数ETF-SPDR可选消费品","FXD":"First Trust Consumer Discretiona"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156165236","content_text":"Bond issuance of U.S. consumer debt is up 61%.\n\nRising stocks and financial assets helped U.S. household wealth grow by $19 trillion during the pandemic to $137 trillion , but wealth inequality has gotten worse, according to a new report.\nThat means American household net worth increased 16% from the end of the fourth quarter of 2019 through the first quarter of 2021, marking the largest 15-month stretch of gains since 2004, according to Oxford Economics.\nBut more than 90% of the gains in households' holdings of real estate, equities and mutual funds in that stretch \"reflect price appreciation, with the small remaining balance coming from new investments,\" economists Nancy Vanden Houten and Gregory Daco at Oxford Economics wrote, in a Tuesday note.\nIn other words, those who owned assets going into the crisis benefited the most.\n\"Those in the top 1% of the income distribution saw their wealth increase 23%, while those in the bottom income quintile experienced only a 2.5% gain in net worth,\" the team wrote.\nA similar pattern in U.S. savings has occurred, with more than 80% of the $2.6 trillion in excess savings residing with those in the nation's top two income brackets.\nAll eyes on the Fed\nFederal Reserve Chairman Jerome Powell has pointed repeatedly to the pandemic's disproportionate toll on lower-income households in terms of both health and wealth consequences. The fate of the central bank's easy monetary policies also has been tethered to achieving substantial progress in the recovery and by regaining millions of jobs lost during the crisis.\nInvestors will be tuned in Wednesday for a Fed update on the economic recovery and on inflation, which in recent months has been running hot, but also for insights on the central bank's thinking about the COVID-19 delta variant and plans for its $120 billion in monthly asset purchases.\nSee: Fed is walking 'bit of a tightrope' between downside risks and inflation\nU.S. stock indexes pulled back from record territory ahead of the Fed briefing, with the Dow Jones Industrial Average off 0.2% Tuesday, the S&P 500 index 0.5% lower and the Nasdaq Composite Index down by 1.2%.\nMany investors expect consumer spending to help drive the economic recovery, particularly as fiscal stimulus wanes and as the central bank considers when to dial back its support for financial markets, likely first by trimming its large-scale asset purchases of Treasurys and agency mortgage-backed securities.\nWho is driving?\nBut big questions remain. Concerns have ramped up around the delta variant and what that could mean this fall when young children, not yet eligible for the shot, return to classrooms. There's also the increase in the cost of living and how that might eat into worker paychecks, potentially putting a damper on consumer spending.\nOxford Economics' Houten and Daco expect households to draw down $360 billion, or 14%, in savings to finance consumption $(XLY)$(FXD)$(XRT)$ in the next six quarters, supporting 9% growth in real consumer spending in 2021 and 5% in 2022.\n\"The accumulation of excess saving by upper-income households will support a solid pace of consumer spending that is just getting underway, and that is expected to continue through 2022,\" they wrote.\nAs another sign of spending, issuance of U.S. asset-backed bonds tied to things like autos, credit cards and student loans has reached $163 billion already this year, a 61% jump from the same stretch of 2020, and 11% higher than the same period in 2019, according to BofA Global Research.\nCredit applications for auto loans, new mortgages and credit cards in May also mostly returned to pre-pandemic levels, the Consumer Financial Protection Bureau said Tuesday.\nThe exception was borrowers with subprime and deep subprime credit scores, generally pegged as 600 and below, where applications for credit were down for all but the mortgage-credit category.\n\"We will continue to keep a close watch on the marketplace as the economic recovery continues, to help ensure all consumers have access to financial products and services that are fair, transparent, and competitive,\" said Acting CFPB Director Dave Uejio, in a statement.","news_type":1,"symbols_score_info":{"XRT":0.9,"FXD":0.9,"XLY":0.9}},"isVote":1,"tweetType":1,"viewCount":1710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802679948,"gmtCreate":1627779746384,"gmtModify":1703495669113,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802679948","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":1222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808825556,"gmtCreate":1627569794675,"gmtModify":1703492633383,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808825556","repostId":"1165497040","repostType":4,"isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801536114,"gmtCreate":1627522224838,"gmtModify":1703491573613,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Hike not coming&nbsp;","listText":"Hike not coming&nbsp;","text":"Hike not coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801536114","repostId":"1127264445","repostType":4,"repost":{"id":"1127264445","kind":"news","pubTimestamp":1627514621,"share":"https://ttm.financial/m/news/1127264445?lang=en_US&edition=fundamental","pubTime":"2021-07-29 07:23","market":"us","language":"en","title":"S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1127264445","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after th","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> said the central bank was still a ways away from considering raising interest rates.</p>\n<p>Keeping the market in check, shares of tech giant <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc fell 1.2% after it forecast slowing revenue growth.</p>\n<p>In a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.</p>\n<p>“It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz &amp; Associates Inc, an investment advisory firm based in Toledo, Ohio.</p>\n<p>Right after the Fed statement, the S&amp;P 500 index reversed slight declines though it still ended a hair lower on the day.</p>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.</p>\n<p>The central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.</p>\n<p>The <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> ended higher and shares of Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.</p>\n<p>The Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&amp;P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.</p>\n<p>The Fed’s statement came at the conclusion of its latest two-day policy meeting.</p>\n<p>“They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in <a href=\"https://laohu8.com/S/WEBK\">Wellesley</a>, Massachusetts.</p>\n<p>In other earnings news, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.</p>\n<p>Volume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.</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>S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 07:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome Powell said the ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","SDS":"两倍做空标普500 ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","IVV":"标普500ETF-iShares","SH":"做空标普500-Proshares","SPY":"标普500ETF","SSO":"2倍做多标普500ETF-ProShares","OEX":"标普100",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127264445","content_text":"NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome Powell said the central bank was still a ways away from considering raising interest rates.\nKeeping the market in check, shares of tech giant Apple Inc fell 1.2% after it forecast slowing revenue growth.\nIn a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.\n“It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz & Associates Inc, an investment advisory firm based in Toledo, Ohio.\nRight after the Fed statement, the S&P 500 index reversed slight declines though it still ended a hair lower on the day.\nInvestors have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.\nThe central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.\nThe Nasdaq ended higher and shares of Google parent Alphabet Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.\nThe Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.\nThe Fed’s statement came at the conclusion of its latest two-day policy meeting.\n“They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in Wellesley, Massachusetts.\nIn other earnings news, Microsoft Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.\nVolume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.\nThe S&P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.","news_type":1,"symbols_score_info":{"161125":0.9,"SPXU":0.9,"IVV":0.9,".SPX":0.9,"SDS":0.9,".IXIC":0.9,"SSO":0.9,"OEX":0.9,"ESmain":0.9,".DJI":0.9,"UPRO":0.9,"SH":0.9,"SPY":0.9,"OEF":0.9}},"isVote":1,"tweetType":1,"viewCount":1600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":804870150,"gmtCreate":1627951584870,"gmtModify":1703498380494,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Aiyo","listText":"Aiyo","text":"Aiyo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804870150","repostId":"2156114224","repostType":4,"isVote":1,"tweetType":1,"viewCount":1396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805129198,"gmtCreate":1627866273714,"gmtModify":1703496744836,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"True","listText":"True","text":"True","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/805129198","repostId":"2155152474","repostType":4,"repost":{"id":"2155152474","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":1627865797,"share":"https://ttm.financial/m/news/2155152474?lang=en_US&edition=fundamental","pubTime":"2021-08-02 08:56","market":"us","language":"en","title":"Amazon faces more than slowing sales growth: it needs more warehouses","url":"https://stock-news.laohu8.com/highlight/detail?id=2155152474","media":"Reuters","summary":"Amazon.com Inc needs to spend billions of dollars to expand its warehouse and delivery system, addin","content":"<p>Amazon.com Inc needs to spend billions of dollars to expand its warehouse and delivery system, adding pressure to its shares which dropped 7% on Friday after it forecast lower sales growth.</p>\n<p>The company is racing to meet demand even though shoppers are venturing more outside the home and it is returning to a pre-lockdown sales trajectory.</p>\n<p>Last year, Amazon turned goods away from warehouses for weeks because it lacked the people and space to fulfill them safely. It still is playing catch-up, said Andrea Leigh, vice president at e-commerce optimization firm Ideoclick, who formerly worked at Amazon.</p>\n<p>\"Amazon is running out of available space,\" she said. \"They're also running out of labor.\"</p>\n<p>Even after the company almost doubled its warehouse and transportation network in the prior 18 months, it sees significant investment ahead, not to mention costs from hiring and training staff. A tight labor market forced Amazon to raise wages early and add signing bonuses to attract full and part-time employees, who now number 1,335,000.</p>\n<p>It also has to get back on track to its goal of <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day Prime deliveries in the United States. \"This is all part of a multi-year investment cycle for us,\" Chief Financial Officer Brian Olsavsky told analysts Thursday.</p>\n<p>For shareholders, Amazon's spending to capture long-term gains at the risk of near-term profit is in a playbook it has deployed over 27 years, sometimes testing the patience of Wall Street.</p>\n<p>\"Slower growth &amp; increased investments make the shares more challenging,\" JPMorgan analysts said in a note.</p>\n<p>Amazon plans to add 517 facilities to its global distribution infrastructure in the coming years, according to logistics consultancy MWPVL International. That is 176 million square feet on top of the 402 million it already has.</p>\n<p>Amazon did not comment on the accuracy of those estimates, but said its infrastructure rollout already is ramping up. Over the past 12 months, capital expenditures and equipment leases jumped 74% to $54.5 billion, almost double the growth rate a year ago.</p>\n<p>That may be par for the course for a $1.7 trillion retailer that wants to get bigger. Credit Suisse analysts said Amazon's ramp-up in capital expenditures is more important than its revenue guidance.</p>\n<p>\"The consumer responds positively to higher/faster service levels,\" they said in a note. \"Unit volume accelerated following one day Prime delivery launch in 2Q19 – we believe it is only a matter of time before we see a similar impact as Amazon deploys fulfillment assets into the Holidays.\"</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>Amazon faces more than slowing sales growth: it needs more warehouses</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon faces more than slowing sales growth: it needs more warehouses\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\">2021-08-02 08:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Amazon.com Inc needs to spend billions of dollars to expand its warehouse and delivery system, adding pressure to its shares which dropped 7% on Friday after it forecast lower sales growth.</p>\n<p>The company is racing to meet demand even though shoppers are venturing more outside the home and it is returning to a pre-lockdown sales trajectory.</p>\n<p>Last year, Amazon turned goods away from warehouses for weeks because it lacked the people and space to fulfill them safely. It still is playing catch-up, said Andrea Leigh, vice president at e-commerce optimization firm Ideoclick, who formerly worked at Amazon.</p>\n<p>\"Amazon is running out of available space,\" she said. \"They're also running out of labor.\"</p>\n<p>Even after the company almost doubled its warehouse and transportation network in the prior 18 months, it sees significant investment ahead, not to mention costs from hiring and training staff. A tight labor market forced Amazon to raise wages early and add signing bonuses to attract full and part-time employees, who now number 1,335,000.</p>\n<p>It also has to get back on track to its goal of <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day Prime deliveries in the United States. \"This is all part of a multi-year investment cycle for us,\" Chief Financial Officer Brian Olsavsky told analysts Thursday.</p>\n<p>For shareholders, Amazon's spending to capture long-term gains at the risk of near-term profit is in a playbook it has deployed over 27 years, sometimes testing the patience of Wall Street.</p>\n<p>\"Slower growth &amp; increased investments make the shares more challenging,\" JPMorgan analysts said in a note.</p>\n<p>Amazon plans to add 517 facilities to its global distribution infrastructure in the coming years, according to logistics consultancy MWPVL International. That is 176 million square feet on top of the 402 million it already has.</p>\n<p>Amazon did not comment on the accuracy of those estimates, but said its infrastructure rollout already is ramping up. Over the past 12 months, capital expenditures and equipment leases jumped 74% to $54.5 billion, almost double the growth rate a year ago.</p>\n<p>That may be par for the course for a $1.7 trillion retailer that wants to get bigger. Credit Suisse analysts said Amazon's ramp-up in capital expenditures is more important than its revenue guidance.</p>\n<p>\"The consumer responds positively to higher/faster service levels,\" they said in a note. \"Unit volume accelerated following one day Prime delivery launch in 2Q19 – we believe it is only a matter of time before we see a similar impact as Amazon deploys fulfillment assets into the Holidays.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155152474","content_text":"Amazon.com Inc needs to spend billions of dollars to expand its warehouse and delivery system, adding pressure to its shares which dropped 7% on Friday after it forecast lower sales growth.\nThe company is racing to meet demand even though shoppers are venturing more outside the home and it is returning to a pre-lockdown sales trajectory.\nLast year, Amazon turned goods away from warehouses for weeks because it lacked the people and space to fulfill them safely. It still is playing catch-up, said Andrea Leigh, vice president at e-commerce optimization firm Ideoclick, who formerly worked at Amazon.\n\"Amazon is running out of available space,\" she said. \"They're also running out of labor.\"\nEven after the company almost doubled its warehouse and transportation network in the prior 18 months, it sees significant investment ahead, not to mention costs from hiring and training staff. A tight labor market forced Amazon to raise wages early and add signing bonuses to attract full and part-time employees, who now number 1,335,000.\nIt also has to get back on track to its goal of one-day Prime deliveries in the United States. \"This is all part of a multi-year investment cycle for us,\" Chief Financial Officer Brian Olsavsky told analysts Thursday.\nFor shareholders, Amazon's spending to capture long-term gains at the risk of near-term profit is in a playbook it has deployed over 27 years, sometimes testing the patience of Wall Street.\n\"Slower growth & increased investments make the shares more challenging,\" JPMorgan analysts said in a note.\nAmazon plans to add 517 facilities to its global distribution infrastructure in the coming years, according to logistics consultancy MWPVL International. That is 176 million square feet on top of the 402 million it already has.\nAmazon did not comment on the accuracy of those estimates, but said its infrastructure rollout already is ramping up. Over the past 12 months, capital expenditures and equipment leases jumped 74% to $54.5 billion, almost double the growth rate a year ago.\nThat may be par for the course for a $1.7 trillion retailer that wants to get bigger. Credit Suisse analysts said Amazon's ramp-up in capital expenditures is more important than its revenue guidance.\n\"The consumer responds positively to higher/faster service levels,\" they said in a note. \"Unit volume accelerated following one day Prime delivery launch in 2Q19 – we believe it is only a matter of time before we see a similar impact as Amazon deploys fulfillment assets into the Holidays.\"","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836425432,"gmtCreate":1629516652726,"gmtModify":1676530063724,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Very good article. Thanks.&nbsp;","listText":"Very good article. Thanks.&nbsp;","text":"Very good article. Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/836425432","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=en_US&edition=fundamental","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","QCOM":"高通","ON":"安森美半导体","ASML":"阿斯麦","GOOG":"谷歌","SOXX":"iShares费城交易所半导体ETF","SSNLF":"三星电子","AAPL":"苹果","TSM":"台积电","CDNS":"铿腾电子","GOOGL":"谷歌A","NVDA":"英伟达","SNPS":"新思科技"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"TSM":0.9,"CDNS":0.9,"GOOG":0.9,"SNPS":0.9,"AMZN":0.9,"GOOGL":0.9,"SOXX":0.9,"SSNLF":0.9,"ON":0.9,"ASML":0.9,"QCOM":0.9,"AAPL":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":3382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802679948,"gmtCreate":1627779746384,"gmtModify":1703495669113,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802679948","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":1222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836424541,"gmtCreate":1629516754083,"gmtModify":1676530063749,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Good news&nbsp;","listText":"Good news&nbsp;","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/836424541","repostId":"2161745179","repostType":4,"repost":{"id":"2161745179","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1629500040,"share":"https://ttm.financial/m/news/2161745179?lang=en_US&edition=fundamental","pubTime":"2021-08-21 06:54","market":"us","language":"en","title":"Pfizer, BioNTech stocks rises on report FDA could fully approve COVID-19 vaccine","url":"https://stock-news.laohu8.com/highlight/detail?id=2161745179","media":"Dow Jones","summary":"Pfizer Inc. $(PFE)$ and U.S. shares of BioNTech SE (BNTX) rose in the extended session Friday follow","content":"<p>Pfizer Inc. <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> and U.S. shares of <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> (BNTX) rose in the extended session Friday following a report that the drug makers will likely get full Food and Drug Administration approval for their COVID-19 vaccine sometime next week. Pfizer shares rose more than 2% after hours, following a 0.2% decline to close at $48.72, and BioNTech's ADRs rallied more than 5%, following a 5.1% gain to close at $348.68. Late Friday, The New York Times reported targeting the delta variant of the virus.</p>\n<p></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>Pfizer, BioNTech stocks rises on report FDA could fully approve COVID-19 vaccine</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\">\nPfizer, BioNTech stocks rises on report FDA could fully approve COVID-19 vaccine\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-08-21 06:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Pfizer Inc. <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> and U.S. shares of <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> (BNTX) rose in the extended session Friday following a report that the drug makers will likely get full Food and Drug Administration approval for their COVID-19 vaccine sometime next week. Pfizer shares rose more than 2% after hours, following a 0.2% decline to close at $48.72, and BioNTech's ADRs rallied more than 5%, following a 5.1% gain to close at $348.68. Late Friday, The New York Times reported targeting the delta variant of the virus.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161745179","content_text":"Pfizer Inc. $(PFE)$ and U.S. shares of BioNTech SE (BNTX) rose in the extended session Friday following a report that the drug makers will likely get full Food and Drug Administration approval for their COVID-19 vaccine sometime next week. Pfizer shares rose more than 2% after hours, following a 0.2% decline to close at $48.72, and BioNTech's ADRs rallied more than 5%, following a 5.1% gain to close at $348.68. Late Friday, The New York Times reported targeting the delta variant of the virus.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839227596,"gmtCreate":1629162681315,"gmtModify":1676529949393,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Keeps going up.&nbsp;","listText":"Keeps going up.&nbsp;","text":"Keeps going up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/839227596","repostId":"2160278866","repostType":4,"repost":{"id":"2160278866","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":1629153526,"share":"https://ttm.financial/m/news/2160278866?lang=en_US&edition=fundamental","pubTime":"2021-08-17 06:38","market":"us","language":"en","title":"S&P 500, Dow hit record highs as defensive shares shine","url":"https://stock-news.laohu8.com/highlight/detail?id=2160278866","media":"Reuters","summary":"* Healthcare sector rises over 1%, utilities, staples gain\n* Cyclical areas off: Energy, materials, ","content":"<p>* Healthcare sector rises over 1%, utilities, staples gain</p>\n<p>* Cyclical areas off: Energy, materials, financials weak</p>\n<p>* China factory output, retail sales growth slow sharply</p>\n<p>* Tesla slumps after U.S. opens probe into Autopilot</p>\n<p>* Dow up 0.31%, S&amp;P up 0.26%, Nasdaq down 0.2%</p>\n<p>Aug 16 (Reuters) - The benchmark S&amp;P 500 and the Dow industrials hit record highs on Monday as investors moved into defensive sectors and stocks recovered from losses earlier in the session, shaking off glum economic data out of China.</p>\n<p>Economically sensitive groups such as energy, materials and financials were weaker after China's factory output and retail sales growth slowed sharply and missed expectations in July, as new COVID-19 outbreaks and floods disrupted business operations.</p>\n<p>But healthcare gained 1.1%, the best-performing S&amp;P 500 sector. Utilities and consumer staples -- also generally regarded as defensive sectors -- further bolstered market gains.</p>\n<p>The S&amp;P 500 and the Dow both posted record high closes for their fifth straight sessions, even after the major indexes were initially well in the red.</p>\n<p>\"There is just huge amounts of liquidity, massive amounts of cash out there, both on corporate balance sheets and in private investors’ pockets, and because of that every tiny dip that there is, people look for bargains and they buy and they keep it buoyant,\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab in Austin, Texas.</p>\n<p>The Dow Jones Industrial Average rose 110.02 points, or 0.31%, to 35,625.4, the S&amp;P 500 gained 11.71 points, or 0.26%, to 4,479.71 and the Nasdaq Composite dropped 29.14 points, or 0.2%, to 14,793.76.</p>\n<p>A rebound in the U.S. economy including a stellar second-quarter corporate earnings season along with accommodative monetary policy has underpinned positive sentiment for equities. The S&amp;P 500 has gained 100% since its March 2020 low.</p>\n<p>“The overall environment remains supportive of risk assets, so there is a gravitational pull upward for stocks,” said Kristina Hooper, chief global market strategist at Invesco.</p>\n<p>Investors are looking for signs about when the Federal Reserve will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday. A resurgence in COVID-19 cases and the impact on the economy are keeping markets on edge, with investors watching earnings reports from major retailers due later in the week.</p>\n<p>Investors were also digesting news from Afghanistan, where thousands of civilians desperate to flee the country thronged Kabul airport after the Taliban seized the capital.</p>\n<p>In company news, Tesla shares fell 4.3% after U.S. auto safety regulators said they had opened a formal safety probe into the company's driver assistance system Autopilot after a series of crashes involving emergency vehicles.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.75-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 68 new 52-week highs and one new lows; the Nasdaq Composite recorded 72 new highs and 259 new lows.</p>\n<p>About 8.5 billion shares changed hands in U.S. exchanges, below the 9.2 billion daily average over the last 20 sessions.</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>S&P 500, Dow hit record highs as defensive shares shine</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500, Dow hit record highs as defensive shares shine\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\">2021-08-17 06:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Healthcare sector rises over 1%, utilities, staples gain</p>\n<p>* Cyclical areas off: Energy, materials, financials weak</p>\n<p>* China factory output, retail sales growth slow sharply</p>\n<p>* Tesla slumps after U.S. opens probe into Autopilot</p>\n<p>* Dow up 0.31%, S&amp;P up 0.26%, Nasdaq down 0.2%</p>\n<p>Aug 16 (Reuters) - The benchmark S&amp;P 500 and the Dow industrials hit record highs on Monday as investors moved into defensive sectors and stocks recovered from losses earlier in the session, shaking off glum economic data out of China.</p>\n<p>Economically sensitive groups such as energy, materials and financials were weaker after China's factory output and retail sales growth slowed sharply and missed expectations in July, as new COVID-19 outbreaks and floods disrupted business operations.</p>\n<p>But healthcare gained 1.1%, the best-performing S&amp;P 500 sector. Utilities and consumer staples -- also generally regarded as defensive sectors -- further bolstered market gains.</p>\n<p>The S&amp;P 500 and the Dow both posted record high closes for their fifth straight sessions, even after the major indexes were initially well in the red.</p>\n<p>\"There is just huge amounts of liquidity, massive amounts of cash out there, both on corporate balance sheets and in private investors’ pockets, and because of that every tiny dip that there is, people look for bargains and they buy and they keep it buoyant,\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab in Austin, Texas.</p>\n<p>The Dow Jones Industrial Average rose 110.02 points, or 0.31%, to 35,625.4, the S&amp;P 500 gained 11.71 points, or 0.26%, to 4,479.71 and the Nasdaq Composite dropped 29.14 points, or 0.2%, to 14,793.76.</p>\n<p>A rebound in the U.S. economy including a stellar second-quarter corporate earnings season along with accommodative monetary policy has underpinned positive sentiment for equities. The S&amp;P 500 has gained 100% since its March 2020 low.</p>\n<p>“The overall environment remains supportive of risk assets, so there is a gravitational pull upward for stocks,” said Kristina Hooper, chief global market strategist at Invesco.</p>\n<p>Investors are looking for signs about when the Federal Reserve will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday. A resurgence in COVID-19 cases and the impact on the economy are keeping markets on edge, with investors watching earnings reports from major retailers due later in the week.</p>\n<p>Investors were also digesting news from Afghanistan, where thousands of civilians desperate to flee the country thronged Kabul airport after the Taliban seized the capital.</p>\n<p>In company news, Tesla shares fell 4.3% after U.S. auto safety regulators said they had opened a formal safety probe into the company's driver assistance system Autopilot after a series of crashes involving emergency vehicles.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.75-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 68 new 52-week highs and one new lows; the Nasdaq Composite recorded 72 new highs and 259 new lows.</p>\n<p>About 8.5 billion shares changed hands in U.S. exchanges, below the 9.2 billion daily average over the last 20 sessions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPXU":"三倍做空标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","SPY":"标普500ETF","TSLA":"特斯拉",".SPX":"S&P 500 Index","SH":"做空标普500-Proshares","IVV":"标普500ETF-iShares",".DJI":"道琼斯","SSO":"2倍做多标普500ETF-ProShares","OEX":"标普100",".IXIC":"NASDAQ Composite","OEF":"标普100指数ETF-iShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160278866","content_text":"* Healthcare sector rises over 1%, utilities, staples gain\n* Cyclical areas off: Energy, materials, financials weak\n* China factory output, retail sales growth slow sharply\n* Tesla slumps after U.S. opens probe into Autopilot\n* Dow up 0.31%, S&P up 0.26%, Nasdaq down 0.2%\nAug 16 (Reuters) - The benchmark S&P 500 and the Dow industrials hit record highs on Monday as investors moved into defensive sectors and stocks recovered from losses earlier in the session, shaking off glum economic data out of China.\nEconomically sensitive groups such as energy, materials and financials were weaker after China's factory output and retail sales growth slowed sharply and missed expectations in July, as new COVID-19 outbreaks and floods disrupted business operations.\nBut healthcare gained 1.1%, the best-performing S&P 500 sector. Utilities and consumer staples -- also generally regarded as defensive sectors -- further bolstered market gains.\nThe S&P 500 and the Dow both posted record high closes for their fifth straight sessions, even after the major indexes were initially well in the red.\n\"There is just huge amounts of liquidity, massive amounts of cash out there, both on corporate balance sheets and in private investors’ pockets, and because of that every tiny dip that there is, people look for bargains and they buy and they keep it buoyant,\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab in Austin, Texas.\nThe Dow Jones Industrial Average rose 110.02 points, or 0.31%, to 35,625.4, the S&P 500 gained 11.71 points, or 0.26%, to 4,479.71 and the Nasdaq Composite dropped 29.14 points, or 0.2%, to 14,793.76.\nA rebound in the U.S. economy including a stellar second-quarter corporate earnings season along with accommodative monetary policy has underpinned positive sentiment for equities. The S&P 500 has gained 100% since its March 2020 low.\n“The overall environment remains supportive of risk assets, so there is a gravitational pull upward for stocks,” said Kristina Hooper, chief global market strategist at Invesco.\nInvestors are looking for signs about when the Federal Reserve will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday. A resurgence in COVID-19 cases and the impact on the economy are keeping markets on edge, with investors watching earnings reports from major retailers due later in the week.\nInvestors were also digesting news from Afghanistan, where thousands of civilians desperate to flee the country thronged Kabul airport after the Taliban seized the capital.\nIn company news, Tesla shares fell 4.3% after U.S. auto safety regulators said they had opened a formal safety probe into the company's driver assistance system Autopilot after a series of crashes involving emergency vehicles.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.75-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored decliners.\nThe S&P 500 posted 68 new 52-week highs and one new lows; the Nasdaq Composite recorded 72 new highs and 259 new lows.\nAbout 8.5 billion shares changed hands in U.S. exchanges, below the 9.2 billion daily average over the last 20 sessions.","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SH":0.9,"UPRO":0.9,"SSO":0.9,"IVV":0.9,"SPXU":0.9,"ESmain":0.9,"OEF":0.9,"SPY":0.9,"TSLA":0.9,".SPX":0.9,"SDS":0.9,"OEX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801536114,"gmtCreate":1627522224838,"gmtModify":1703491573613,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Hike not coming&nbsp;","listText":"Hike not coming&nbsp;","text":"Hike not coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801536114","repostId":"1127264445","repostType":4,"repost":{"id":"1127264445","kind":"news","pubTimestamp":1627514621,"share":"https://ttm.financial/m/news/1127264445?lang=en_US&edition=fundamental","pubTime":"2021-07-29 07:23","market":"us","language":"en","title":"S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1127264445","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after th","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> said the central bank was still a ways away from considering raising interest rates.</p>\n<p>Keeping the market in check, shares of tech giant <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc fell 1.2% after it forecast slowing revenue growth.</p>\n<p>In a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.</p>\n<p>“It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz &amp; Associates Inc, an investment advisory firm based in Toledo, Ohio.</p>\n<p>Right after the Fed statement, the S&amp;P 500 index reversed slight declines though it still ended a hair lower on the day.</p>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.</p>\n<p>The central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.</p>\n<p>The <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> ended higher and shares of Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.</p>\n<p>The Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&amp;P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.</p>\n<p>The Fed’s statement came at the conclusion of its latest two-day policy meeting.</p>\n<p>“They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in <a href=\"https://laohu8.com/S/WEBK\">Wellesley</a>, Massachusetts.</p>\n<p>In other earnings news, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.</p>\n<p>Volume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.</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>S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 07:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome Powell said the ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","SDS":"两倍做空标普500 ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","IVV":"标普500ETF-iShares","SH":"做空标普500-Proshares","SPY":"标普500ETF","SSO":"2倍做多标普500ETF-ProShares","OEX":"标普100",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127264445","content_text":"NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome Powell said the central bank was still a ways away from considering raising interest rates.\nKeeping the market in check, shares of tech giant Apple Inc fell 1.2% after it forecast slowing revenue growth.\nIn a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.\n“It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz & Associates Inc, an investment advisory firm based in Toledo, Ohio.\nRight after the Fed statement, the S&P 500 index reversed slight declines though it still ended a hair lower on the day.\nInvestors have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.\nThe central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.\nThe Nasdaq ended higher and shares of Google parent Alphabet Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.\nThe Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.\nThe Fed’s statement came at the conclusion of its latest two-day policy meeting.\n“They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in Wellesley, Massachusetts.\nIn other earnings news, Microsoft Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.\nVolume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.\nThe S&P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.","news_type":1,"symbols_score_info":{"161125":0.9,"SPXU":0.9,"IVV":0.9,".SPX":0.9,"SDS":0.9,".IXIC":0.9,"SSO":0.9,"OEX":0.9,"ESmain":0.9,".DJI":0.9,"UPRO":0.9,"SH":0.9,"SPY":0.9,"OEF":0.9}},"isVote":1,"tweetType":1,"viewCount":1600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888648358,"gmtCreate":1631495737074,"gmtModify":1676530556821,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Very good. Thank you.&nbsp;","listText":"Very good. Thank you.&nbsp;","text":"Very good. Thank you.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/888648358","repostId":"1130981584","repostType":2,"repost":{"id":"1130981584","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631488430,"share":"https://ttm.financial/m/news/1130981584?lang=en_US&edition=fundamental","pubTime":"2021-09-13 07:13","market":"hk","language":"zh","title":"Preview: Apple's new product launch conference is coming! The XPeng P5 goes on sale on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1130981584","media":"老虎资讯综合","summary":"事件方面：苹果公司将举办秋季发布会，华为将举办智慧办公新品发布会，小鹏汽车将举行小鹏 P5 超级发布会等；来港易将于周三正式推出；以及中秋节期间，港股通、沪深股通暂停交易。周一，华为将举行智慧办公新品发布会，届时会有多款重磅产品发布，还包括发布一款14寸的大屏手机。小鹏汽车官方宣布，小鹏P5将于9月15日上市。","content":"<p>Summary:</p><p>Events: Apple will hold an autumn conference, Huawei will hold a smart office new product launch conference, XPeng Motors will hold a XPeng P5 super launch conference, etc.; Easy to Hong Kong will be officially launched on Wednesday; And during the Mid-Autumn Festival, trading in Hong Kong Stock Connect and Shanghai-Shenzhen Stock Connect was suspended. Data: The United States will release August CPI, industrial output, retail sales and other data; China will release data on urban survey unemployment rate, real estate investment, social retail consumption and other data in August. Financial reports: Oracle Bone Inscriptions, JinkoSolar, etc. will announce financial reports. In terms of new shares: The US stock market will usher in multiple star IPOs.<b>Keywords on Monday: Huawei held a smart office new product launch conference, Oracle released its latest financial report</b></p><p><b>On Monday, Huawei will hold a smart office new product launch conference</b>, there will be a number of blockbuster products released, including the release of a 14-inch large-screen mobile phone.</p><p>In addition, Tesla's super factory near Berlin, Germany, has been blocked due to environmental issues, and has been complained to the Ministry of Environment of Brandenburg, Germany, by two major local environmental groups, Grüne Liga Brandenburg and NABU;<b>The Brandenburg Ministry of Environment will hold an online hearing on the construction of the Tesla Gigafactory on September 13</b>。</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>Will report earnings.</b>Wall Street analysts expect Oracle to post earnings of $0.97 per share on revenue of $9.78 billion. This compares to Oracle's earnings per share of $0.93 on revenue of $9.37 billion in the fourth quarter of last year.</p><p><b>Keywords on Tuesday: U.S. August CPI year-on-year, U.S. largest gambling data provider Sportradar U.S. stock IPO</b><img src=\"https://static.tigerbbs.com/db4ed9d6247431d0db34f87250bceea0\" tg-width=\"449\" tg-height=\"136\" referrerpolicy=\"no-referrer\"><b>In terms of economic data, the United States will release year-on-year CPI data for August.</b>The U.S. CPI rose 5.4% year-on-year in July, the same increase as in June. Whether the CPI in August can continue the moderate growth rate in July and achieve further slowdown, Nomura and UBS have successively released reports, agreeing that the inflation rate may continue to decline in August, but at the same time pointed out that there are certain inflation risks.</p><p>According to explanations from Nomura and UBS, lower prices of used cars, hotel accommodations and plane tickets will be the main reasons for the CPI slowdown in August. Due to the shortage of semiconductor chips and the shutdown of overseas factories in the early stage, there was a shortage of new car supply in the United States, and consumers turned to the used car market, further leading to stronger demand for used cars, thus pushing up their prices.</p><p><b>In terms of events,</b>Focus on SEC Chairman Gensler to testify before the Senate Banking Committee. Last month, Gensler sent a letter to Senator Warren asking for more powers to regulate digital asset transactions. At this hearing, he is expected to have a lot of discussions on financial technology and digital assets.</p><p>In terms of financial reports,<a href=\"https://laohu8.com/S/FCEL\">Fuel cell energy</a>Will report earnings.</p><p>For IPO,<a href=\"https://laohu8.com/S/SRAD\">Sportradar Group AG</a>Is an online betting platform from Switzerland whose mission is to increase sports fan engagement worldwide through its fully integrated technology and service platform. In terms of finance, the company's revenue in 2020 was US $470 million, a year-on-year increase of 6.4%; Net income was $17.32 million. The average annual growth rate is only about 10%, which is not a very bright figure. However, the company is already in a profitable state, but its market value is 6 billion, which is slightly overvalued.</p><p><b>Keywords on Wednesday: Lai Hong Kong Easy is officially launched, Apple's new product launch conference is coming</b><img src=\"https://static.tigerbbs.com/e06908ad4f84d40f0294c13e906e1578\" tg-width=\"539\" tg-height=\"212\" referrerpolicy=\"no-referrer\"></p><p>In terms of economic data, China will announce data on year-on-year changes in urban survey unemployment rate, real estate investment, and total social retail consumption in August.</p><p><b>In terms of events, the Easy-to-Hong Kong Scheme will be officially launched on September 15</b>, non-Hong Kong residents living in Mainland China, except for medium and high-risk areas, are exempted from the 14-day compulsory quarantine measures. Carrie Lam Cheng Yuet-ngor revealed that under the Easy-to-Hong Kong Scheme, a daily quota of 1,000 people will be introduced at Shenzhen Bay Port and Hong Kong-Zhuhai-Macao Bridge Port, that is, there are 2,000 people coming to Hong Kong from the mainland every day. It is expected to attract mainland tourists to shop and travel in Hong Kong, which will positively boost local stocks in Hong Kong, especially retail stocks.</p><p>Stocks involved:<a href=\"https://laohu8.com/S/00178\">Sa Sa International</a>、<a href=\"https://laohu8.com/S/00116\">Chow Sang Sang</a>、<a href=\"https://laohu8.com/S/00590\">Lukfook Group Limited</a>、<a href=\"https://laohu8.com/S/01212\">Lifestyle International</a>And other retail stocks,<a href=\"https://laohu8.com/S/01997\">Wharf Property</a>、<a href=\"https://laohu8.com/S/00004\">The Wharf Group Limited</a>、<a href=\"https://laohu8.com/S/00016\">SUN HUNG KAI</a>、<a href=\"https://laohu8.com/S/01972\">Swire Properties</a>And other real estate stocks.</p><p><b>Apple will broadcast the online special event live on the official website at 1 a.m. Beijing time on September 15th</b>。 As usual, this special event will release important products such as the new iPhone and Apple Watch. According to current supply chain revelations, this conference is expected to launch the iPhone 13 series, Apple Watch Series 7 and AirPods 3. The newly released iPhone 13 series still has four models, namely iPhone 13/mini and iPhone 13 Pro/Max, which are consistent with the previous generation in terms of product matrix.</p><p>Stocks involved:<a href=\"https://laohu8.com/S/02382\">Sunny Optical Technology</a>、<a href=\"https://laohu8.com/S/02018\">AAC Technology</a>、<a href=\"https://laohu8.com/S/01415\">Gaowei Electronics</a>、<a href=\"https://laohu8.com/S/00285\">BYD Electronics</a>Etc.</p><p><b>XPeng Motors officially announced that the XPeng P5 will be launched on September 15.</b>The P5 is XPeng's third production model after the G3 and P7.</p><p><b>The 3rd World New Energy Vehicle Conference (WNEVC) will be held at Hainan International Convention and Exhibition Center from September 15 to 17, 2021</b>。 The 3-day event includes 20 conference forums, technology exhibitions and multiple simultaneous activities. It is expected that more than 1,000 senior government, industry, academia and research officials in the global new energy vehicle field will gather in Hainan.</p><p>It is reported that the new energy vehicles and brands displayed on site include: Changan CS55 pure electric, Benben E-Star National Edition, and Eado EV460; Volkswagen ID. Family; BMW iX3, BMW iX; SAIC's first strategic products based on R-TECH, ES33, SAIC MG Cyberster, Nio ES6 and ES8, etc.</p><p>In addition, State Grid, CRRC Times Electric (03898. HK), Vitesco Technology, Telaidian (600089. SH), Jingjin Electric, etc. will display the latest batteries, charging and swapping, electric drives and other core components and technologies; A chip area will be set up in the exhibition area. Infineon, Texas Instruments TI, Black Sesame Intelligence, Core Energy, Suzhou Guoxin, and Basic Semiconductor will display the latest automotive-grade chip technologies and products.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/JKS\">JinkoSolar</a>Earnings are scheduled to be released before the market open on Wednesday, September 15</b>。 Analysts expect the company to post $0.23 earnings per share for the quarter.</p><p>Jinko Solar last issued its earnings results on Thursday, June 24th. The semiconductor company at the time reported $0.15 earnings per share for the quarter, beating analysts' consensus estimates of-$0.02 by $0.17. The company's revenue for the quarter was US $1.21 billion, which was also higher than the previous market collective expectation of US $1.18 billion. JinkoSolar had a net margin of 0.43% and a return on equity of 2.98%. Quarterly revenue increased by 1.1% year-over-year. During the same period last year, the company earned $0.65 per share. Analysts, on average, expect JinkoSolar to earn $1 per share this fiscal year and $3 per share in the next.</p><p>JinkoSolar currently has a consensus rating of Hold and a price target of $34.75, according to MarketBeat.</p><p>It is worth mentioning that a hedge fund recently increased its holdings in JinkoSolar. According to Wells Fargo's latest Form 13F filed with the U.S. Securities and Exchange Commission (SEC), the bank increased its stake in JinkoSolar by 375.1% in the second quarter.</p><p>For IPO,<a href=\"https://laohu8.com/S/ONON\">On Holding AG</a>Is the owner of On Running, a manufacturer of performance shoes, founded in 2010. On was co-founded by triathlon world champion Olivier Bernhard and his two friends Caspar Coppetti and David Allemann. Investors in the On Running footwear brand also include tennis legend Roger Federer, who became a shareholder of the company in 2019 and participated in the design of a shoe named after him launched last year.</p><p>In terms of finance, On's revenue growth rate ranks among the best among sports companies. From its establishment in 2010 to 2020, its revenue has a compound annual growth rate of 85%. The company's revenue in 2020 was 425.3 million Swiss francs, a year-on-year increase of 59.2%, and its net loss was 27.5 million Swiss francs; As of 2021H1, revenue was CHF 315.5 million and net income was CHF 3.8 million.</p><p><b>KEYWORDS THURSDAY: US retail sales, initial claims</b><img src=\"https://static.tigerbbs.com/ad1ff496066f36e37b6c701459da0230\" tg-width=\"539\" tg-height=\"193\" referrerpolicy=\"no-referrer\">In terms of economic data, pay attention to changes in the number of people applying for unemployment benefits for the first time in the United States in the week of September 11.</p><p>In terms of financial events, due to the Mid-Autumn Festival holiday, trading in Hong Kong Stock Connect will be suspended from September 16 to 22.</p><p><b>KEYWORDS FRIDAY: U.S. September University of Michigan consumer confidence index, Alibaba annual shareholder meeting</b><img src=\"https://static.tigerbbs.com/2697f5f523c70cb8281e4ad4f426467f\" tg-width=\"539\" tg-height=\"155\" referrerpolicy=\"no-referrer\">As for economic data,<b>Pay attention to the University of Michigan Consumer Confidence Index in September,</b>Market expectations were 72, compared with the previous value of 70.3.</p><p>In terms of incidents, at 7 p.m. Beijing time,<b>Alibaba held its annual general meeting of shareholders.</b></p><p>In addition, the U.S. Food and Drug Administration (FDA) Advisory Committee on Vaccines and Related Biologics will meet on September 17, 2021, to discuss the issue of vaccination with additional COVID-19 vaccine booster shots. The meeting will be held from 8:30 a.m. to 3:45 p.m. ET. In early September, Moderna also submitted an application for the COVID-19 vaccine booster shot to the FDA, slightly behind rival Pfizer. In addition, in the United States, the FDA has approved additional COVID-19 vaccine booster shots for people with weakened immune systems. Stocks involved:<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>、<a href=\"https://laohu8.com/S/BNTX\">BioNTech</a>、<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>、<a href=\"https://laohu8.com/S/JNJ\">Johnson Johnson</a>。</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>Preview: Apple's new product launch conference is coming! The XPeng P5 goes on sale on Wednesday</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nPreview: Apple's new product launch conference is coming! The XPeng P5 goes on sale on Wednesday\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-13 07:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Summary:</p><p>Events: Apple will hold an autumn conference, Huawei will hold a smart office new product launch conference, XPeng Motors will hold a XPeng P5 super launch conference, etc.; Easy to Hong Kong will be officially launched on Wednesday; And during the Mid-Autumn Festival, trading in Hong Kong Stock Connect and Shanghai-Shenzhen Stock Connect was suspended. Data: The United States will release August CPI, industrial output, retail sales and other data; China will release data on urban survey unemployment rate, real estate investment, social retail consumption and other data in August. Financial reports: Oracle Bone Inscriptions, JinkoSolar, etc. will announce financial reports. In terms of new shares: The US stock market will usher in multiple star IPOs.<b>Keywords on Monday: Huawei held a smart office new product launch conference, Oracle released its latest financial report</b></p><p><b>On Monday, Huawei will hold a smart office new product launch conference</b>, there will be a number of blockbuster products released, including the release of a 14-inch large-screen mobile phone.</p><p>In addition, Tesla's super factory near Berlin, Germany, has been blocked due to environmental issues, and has been complained to the Ministry of Environment of Brandenburg, Germany, by two major local environmental groups, Grüne Liga Brandenburg and NABU;<b>The Brandenburg Ministry of Environment will hold an online hearing on the construction of the Tesla Gigafactory on September 13</b>。</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>Will report earnings.</b>Wall Street analysts expect Oracle to post earnings of $0.97 per share on revenue of $9.78 billion. This compares to Oracle's earnings per share of $0.93 on revenue of $9.37 billion in the fourth quarter of last year.</p><p><b>Keywords on Tuesday: U.S. August CPI year-on-year, U.S. largest gambling data provider Sportradar U.S. stock IPO</b><img src=\"https://static.tigerbbs.com/db4ed9d6247431d0db34f87250bceea0\" tg-width=\"449\" tg-height=\"136\" referrerpolicy=\"no-referrer\"><b>In terms of economic data, the United States will release year-on-year CPI data for August.</b>The U.S. CPI rose 5.4% year-on-year in July, the same increase as in June. Whether the CPI in August can continue the moderate growth rate in July and achieve further slowdown, Nomura and UBS have successively released reports, agreeing that the inflation rate may continue to decline in August, but at the same time pointed out that there are certain inflation risks.</p><p>According to explanations from Nomura and UBS, lower prices of used cars, hotel accommodations and plane tickets will be the main reasons for the CPI slowdown in August. Due to the shortage of semiconductor chips and the shutdown of overseas factories in the early stage, there was a shortage of new car supply in the United States, and consumers turned to the used car market, further leading to stronger demand for used cars, thus pushing up their prices.</p><p><b>In terms of events,</b>Focus on SEC Chairman Gensler to testify before the Senate Banking Committee. Last month, Gensler sent a letter to Senator Warren asking for more powers to regulate digital asset transactions. At this hearing, he is expected to have a lot of discussions on financial technology and digital assets.</p><p>In terms of financial reports,<a href=\"https://laohu8.com/S/FCEL\">Fuel cell energy</a>Will report earnings.</p><p>For IPO,<a href=\"https://laohu8.com/S/SRAD\">Sportradar Group AG</a>Is an online betting platform from Switzerland whose mission is to increase sports fan engagement worldwide through its fully integrated technology and service platform. In terms of finance, the company's revenue in 2020 was US $470 million, a year-on-year increase of 6.4%; Net income was $17.32 million. The average annual growth rate is only about 10%, which is not a very bright figure. However, the company is already in a profitable state, but its market value is 6 billion, which is slightly overvalued.</p><p><b>Keywords on Wednesday: Lai Hong Kong Easy is officially launched, Apple's new product launch conference is coming</b><img src=\"https://static.tigerbbs.com/e06908ad4f84d40f0294c13e906e1578\" tg-width=\"539\" tg-height=\"212\" referrerpolicy=\"no-referrer\"></p><p>In terms of economic data, China will announce data on year-on-year changes in urban survey unemployment rate, real estate investment, and total social retail consumption in August.</p><p><b>In terms of events, the Easy-to-Hong Kong Scheme will be officially launched on September 15</b>, non-Hong Kong residents living in Mainland China, except for medium and high-risk areas, are exempted from the 14-day compulsory quarantine measures. Carrie Lam Cheng Yuet-ngor revealed that under the Easy-to-Hong Kong Scheme, a daily quota of 1,000 people will be introduced at Shenzhen Bay Port and Hong Kong-Zhuhai-Macao Bridge Port, that is, there are 2,000 people coming to Hong Kong from the mainland every day. It is expected to attract mainland tourists to shop and travel in Hong Kong, which will positively boost local stocks in Hong Kong, especially retail stocks.</p><p>Stocks involved:<a href=\"https://laohu8.com/S/00178\">Sa Sa International</a>、<a href=\"https://laohu8.com/S/00116\">Chow Sang Sang</a>、<a href=\"https://laohu8.com/S/00590\">Lukfook Group Limited</a>、<a href=\"https://laohu8.com/S/01212\">Lifestyle International</a>And other retail stocks,<a href=\"https://laohu8.com/S/01997\">Wharf Property</a>、<a href=\"https://laohu8.com/S/00004\">The Wharf Group Limited</a>、<a href=\"https://laohu8.com/S/00016\">SUN HUNG KAI</a>、<a href=\"https://laohu8.com/S/01972\">Swire Properties</a>And other real estate stocks.</p><p><b>Apple will broadcast the online special event live on the official website at 1 a.m. Beijing time on September 15th</b>。 As usual, this special event will release important products such as the new iPhone and Apple Watch. According to current supply chain revelations, this conference is expected to launch the iPhone 13 series, Apple Watch Series 7 and AirPods 3. The newly released iPhone 13 series still has four models, namely iPhone 13/mini and iPhone 13 Pro/Max, which are consistent with the previous generation in terms of product matrix.</p><p>Stocks involved:<a href=\"https://laohu8.com/S/02382\">Sunny Optical Technology</a>、<a href=\"https://laohu8.com/S/02018\">AAC Technology</a>、<a href=\"https://laohu8.com/S/01415\">Gaowei Electronics</a>、<a href=\"https://laohu8.com/S/00285\">BYD Electronics</a>Etc.</p><p><b>XPeng Motors officially announced that the XPeng P5 will be launched on September 15.</b>The P5 is XPeng's third production model after the G3 and P7.</p><p><b>The 3rd World New Energy Vehicle Conference (WNEVC) will be held at Hainan International Convention and Exhibition Center from September 15 to 17, 2021</b>。 The 3-day event includes 20 conference forums, technology exhibitions and multiple simultaneous activities. It is expected that more than 1,000 senior government, industry, academia and research officials in the global new energy vehicle field will gather in Hainan.</p><p>It is reported that the new energy vehicles and brands displayed on site include: Changan CS55 pure electric, Benben E-Star National Edition, and Eado EV460; Volkswagen ID. Family; BMW iX3, BMW iX; SAIC's first strategic products based on R-TECH, ES33, SAIC MG Cyberster, Nio ES6 and ES8, etc.</p><p>In addition, State Grid, CRRC Times Electric (03898. HK), Vitesco Technology, Telaidian (600089. SH), Jingjin Electric, etc. will display the latest batteries, charging and swapping, electric drives and other core components and technologies; A chip area will be set up in the exhibition area. Infineon, Texas Instruments TI, Black Sesame Intelligence, Core Energy, Suzhou Guoxin, and Basic Semiconductor will display the latest automotive-grade chip technologies and products.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/JKS\">JinkoSolar</a>Earnings are scheduled to be released before the market open on Wednesday, September 15</b>。 Analysts expect the company to post $0.23 earnings per share for the quarter.</p><p>Jinko Solar last issued its earnings results on Thursday, June 24th. The semiconductor company at the time reported $0.15 earnings per share for the quarter, beating analysts' consensus estimates of-$0.02 by $0.17. The company's revenue for the quarter was US $1.21 billion, which was also higher than the previous market collective expectation of US $1.18 billion. JinkoSolar had a net margin of 0.43% and a return on equity of 2.98%. Quarterly revenue increased by 1.1% year-over-year. During the same period last year, the company earned $0.65 per share. Analysts, on average, expect JinkoSolar to earn $1 per share this fiscal year and $3 per share in the next.</p><p>JinkoSolar currently has a consensus rating of Hold and a price target of $34.75, according to MarketBeat.</p><p>It is worth mentioning that a hedge fund recently increased its holdings in JinkoSolar. According to Wells Fargo's latest Form 13F filed with the U.S. Securities and Exchange Commission (SEC), the bank increased its stake in JinkoSolar by 375.1% in the second quarter.</p><p>For IPO,<a href=\"https://laohu8.com/S/ONON\">On Holding AG</a>Is the owner of On Running, a manufacturer of performance shoes, founded in 2010. On was co-founded by triathlon world champion Olivier Bernhard and his two friends Caspar Coppetti and David Allemann. Investors in the On Running footwear brand also include tennis legend Roger Federer, who became a shareholder of the company in 2019 and participated in the design of a shoe named after him launched last year.</p><p>In terms of finance, On's revenue growth rate ranks among the best among sports companies. From its establishment in 2010 to 2020, its revenue has a compound annual growth rate of 85%. The company's revenue in 2020 was 425.3 million Swiss francs, a year-on-year increase of 59.2%, and its net loss was 27.5 million Swiss francs; As of 2021H1, revenue was CHF 315.5 million and net income was CHF 3.8 million.</p><p><b>KEYWORDS THURSDAY: US retail sales, initial claims</b><img src=\"https://static.tigerbbs.com/ad1ff496066f36e37b6c701459da0230\" tg-width=\"539\" tg-height=\"193\" referrerpolicy=\"no-referrer\">In terms of economic data, pay attention to changes in the number of people applying for unemployment benefits for the first time in the United States in the week of September 11.</p><p>In terms of financial events, due to the Mid-Autumn Festival holiday, trading in Hong Kong Stock Connect will be suspended from September 16 to 22.</p><p><b>KEYWORDS FRIDAY: U.S. September University of Michigan consumer confidence index, Alibaba annual shareholder meeting</b><img src=\"https://static.tigerbbs.com/2697f5f523c70cb8281e4ad4f426467f\" tg-width=\"539\" tg-height=\"155\" referrerpolicy=\"no-referrer\">As for economic data,<b>Pay attention to the University of Michigan Consumer Confidence Index in September,</b>Market expectations were 72, compared with the previous value of 70.3.</p><p>In terms of incidents, at 7 p.m. Beijing time,<b>Alibaba held its annual general meeting of shareholders.</b></p><p>In addition, the U.S. Food and Drug Administration (FDA) Advisory Committee on Vaccines and Related Biologics will meet on September 17, 2021, to discuss the issue of vaccination with additional COVID-19 vaccine booster shots. The meeting will be held from 8:30 a.m. to 3:45 p.m. ET. In early September, Moderna also submitted an application for the COVID-19 vaccine booster shot to the FDA, slightly behind rival Pfizer. In addition, in the United States, the FDA has approved additional COVID-19 vaccine booster shots for people with weakened immune systems. Stocks involved:<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>、<a href=\"https://laohu8.com/S/BNTX\">BioNTech</a>、<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>、<a href=\"https://laohu8.com/S/JNJ\">Johnson Johnson</a>。</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3c6a9864ff5cea57b22ba422497681e0","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","HSCEI":"国企指数","HSI":"恒生指数",".DJI":"道琼斯","HSTECH":"恒生科技指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130981584","content_text":"摘要：\n\n 事件方面：苹果公司将举办秋季发布会，华为将举办智慧办公新品发布会，小鹏汽车将举行小鹏 P5 超级发布会等；来港易将于周三正式推出；以及中秋节期间，港股通、沪深股通暂停交易。\n\n\n 数据方面：美国将公布8月CPI、工业产出、零售销售等数据；中国将公布8月城镇调查失业率、房地产投资、社零消费等数据。\n\n\n 财报方面：甲骨文、晶科能源等将公布财报。\n\n\n 新股方面：美股市场将迎来多只明星IPO。\n\n周一关键词：华为举行智慧办公新品发布会、甲骨文发布最新财报\n周一，华为将举行智慧办公新品发布会，届时会有多款重磅产品发布，还包括发布一款14寸的大屏手机。\n此外，特斯拉在德国柏林附近的超级工厂因环境问题一直受阻，被当地的两大环境团体Grüne Liga Brandenburg和NABU投诉至德国勃兰登堡环境部；勃兰登堡环境部将在9月13日就特斯拉超级工厂建厂问题召开线上听证会。\n财报方面，甲骨文将公布财报。华尔街分析师预计，甲骨文每股收益为0.97美元，营收为97.8亿美元。相比之下，去年第四季度甲骨文的每股收益为0.93美元，营收为93.7亿美元。\n周二关键词：美国8月CPI同比、美国最大博彩数据提供商Sportradar美股IPO经济数据方面，美国将公布8月CPI同比数据。7月份美国CPI同比上升5.4%，升幅与6月持平。8月CPI能否延续7月份的温和增速，实现进一步放缓，野村和瑞银两家机构相继发布报告，一致认为8月通胀速度可能会继续下降，但是同时也指出存在一定的通胀风险。\n根据野村和瑞银的解释，二手车、酒店住宿和飞机票价格走低将是8月份CPI放缓的主要原因。由于前期半导体芯片短缺和海外工厂停工，美国本土新车供应出现短缺，消费者就转向了二手车市场，进一步导致二手车的需求走强，从而推高其价格。\n事件方面，关注美国证交会主席根斯勒将在参议院银行委员会作证。上个月，根斯勒曾致信参议员沃伦，要求获得更多权力来监管数字资产交易。此次听证会，预计他将会对金融科技、数字资产进行大量讨论。\n财报方面，燃料电池能源将公布财报。\nIPO方面，Sportradar Group AG是一家来自瑞士的线上博彩平台，其使命是通过其完全集成的技术和服务平台在全球范围内提高体育迷的参与度。财务方面，该公司2020年营收4.7亿美元，同比增6.4%；净利润1732万美元。每年平均增速只有大约10%，算不上非常亮眼的数字。但公司已处于盈利状态，不过市值60亿，又略显高估。\n周三关键词：来港易正式推出、苹果新品发布会来袭\n经济数据方面，中国将公布8月城镇调查失业率、房地产投资、社零消费总额同比变化等数据。\n事件方面，来港易计划将于9月15日正式推出，在中国内地居住，除中高风险区的非香港居民抵港均可豁免14天强制检疫隔离措施。林郑月娥透露，在来港易计划下，每日将于深圳湾口岸及港珠澳大桥口岸各推出1000人的配额，即每日内地来港配额人员有2000人。预计将吸引大陆游客到香港购物、旅游，对香港本地股尤其是零售股是积极提振。\n涉及个股：莎莎国际、周生生、六福集团、利福国际等零售股，九龙仓置业、九龙仓集团、新鸿基地产、太古地产等地产股。\n苹果将于北京时间9月15日凌晨1点在官网直播在线特别活动。按照惯例，该场特别活动将发布新款iPhone手机和Apple Watch等重要产品。根据目前的供应链爆料信息，本次发布会预计会推出iPhone13系列，Apple Watch Series7以及AirPods 3。而新发布的iPhone 13系列依旧拥有四款机型，分别为iPhone 13/mini、iPhone 13 Pro/Max，在产品矩阵上与上一代保持一致。\n涉及个股：舜宇光学科技、瑞声科技、高伟电子、比亚迪电子等。\n小鹏汽车官方宣布，小鹏P5将于9月15日上市。P5是小鹏G3、P7之后的第三款量产车型。\n第三届世界新能源汽车大会（WNEVC）将于2021年9月15-17日在海南国际会展中心召开。3天的活动包含20场会议论坛、技术展览及多场同期活动，预计将有1000多名全球新能源汽车领域政产学研高层云集海南。\n据悉，现场展示的新能源车辆以及品牌包括：长安CS55纯电动、奔奔E-Star国民版、逸动EV460；大众ID.家族；宝马iX3、宝马iX；上汽首款基于R-TECH打造的战略产品ES33、上汽名爵MG Cyberster、蔚来ES6和ES8等。\n此外，国家电网、中车时代电气(03898.HK)、纬湃科技、特来电(600089.SH)、精进电动等将展示最新的电池、充换电、电驱动和其他核心零部件及技术；展区设立芯片专区，英飞凌、德州仪器TI、黑芝麻智能、芯力能、苏州国芯、基本半导体将展示最新车规级芯片技术和产品。\n财报方面，晶科能源计划在9月15日周三开盘前发布财报。分析师预计该公司本季度每股收益为0.23美元。\n晶科太阳能最近一次发布财报是在6月24日周四。这家半导体公司当时公布的本季度每股收益为0.15美元，比分析师的普遍预期(-0.02美元)高出0.17美元。该公司当季营收为12.1亿美元，同样高出此前市场集体预期11.8亿美元。晶科能源的净利润率为0.43%，净资产收益率为2.98%。季度收入同比增长了1.1%。去年同期，该公司每股盈利0.65美元。分析师平均预计晶科能源本财年每股收益为1美元，下一财年每股收益则为3美元。\n根据MarketBeat的数据，晶科能源目前的共识评级为持有，目标价为34.75美元。\n值得一提的是，一家对冲基金最近增持了晶科能源的股票。根据富国银行向美国证券交易委员会(SEC)提交的最新13F表格，该行在第二季度大手增持晶科能源的股份375.1%。\nIPO方面，On Holding AG是高性能鞋制造商On Running的所有者，成立于 2010 年。On昂跑由铁人三项世界冠军Olivier Bernhard及其两位好友Caspar Coppetti、David Allemann一同创办。On Running鞋类品牌的投资者也中包括网球传奇人物罗杰-费德勒，费德勒在2019年成为公司股东，并参与设计去年推出的一款以他命名的鞋子。\n财务方面，On昂跑营收规模增速在体育运动公司中名列前茅，从2010年成立到2020 年，其营收复合年增长率为85%。公司2020 年营收为 4.253 亿瑞士法郎，同比增长 59.2%，净亏损为 2750 万瑞士法郎；截至 2021H1，营收为 3.155 亿瑞士法郎，净收入为380 万瑞士法郎。\n周四关键词：美国零售销售、初请经济数据方面，关注美国9月11日当周首次申请失业救济人数变动。\n财经事件方面，因中秋节假期，9月16-22日港股通将暂停交易。\n周五关键词：美国9月密歇根大学消费者信心指数、阿里巴巴年度股东大会经济数据方面，关注美国9月密歇根大学消费者信心指数，市场预期为72，前值为70.3。\n事件方面，北京时间晚7点，阿里巴巴召开年度股东大会。\n此外，美国食品药品监督管理局（FDA）疫苗和相关生物制品咨询委员会将于2021年9月17日召开会议，讨论关于额外注射新冠疫苗加强针的接种问题。会议将于美东时间上午8:30至下午3:45举行。九月初，Moderna也向FDA提交了新冠疫苗加强针的申请，略微落后于竞争对手辉瑞。此外，在美国，FDA已批准向免疫系统薄弱人士额外注射新冠疫苗加强针。涉及个股：辉瑞、BioNTech、Moderna、强生。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,"HSI":0.9,"HSTECH":0.9,".IXIC":0.9,"HSCEI":0.9}},"isVote":1,"tweetType":1,"viewCount":2951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834982754,"gmtCreate":1629767080178,"gmtModify":1676530123810,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Vaccine makers are doing great.&nbsp;","listText":"Vaccine makers are doing great.&nbsp;","text":"Vaccine makers are doing great.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/834982754","repostId":"2161777891","repostType":4,"repost":{"id":"2161777891","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":1629750559,"share":"https://ttm.financial/m/news/2161777891?lang=en_US&edition=fundamental","pubTime":"2021-08-24 04:29","market":"us","language":"en","title":"Wall St gains, Nasdaq notches record closing high on full vaccine approval","url":"https://stock-news.laohu8.com/highlight/detail?id=2161777891","media":"Reuters","summary":"NEW YORK, Aug 23 (Reuters) - Wall Street rallied on Monday, and the Nasdaq reached an all-time closi","content":"<p>NEW YORK, Aug 23 (Reuters) - Wall Street rallied on Monday, and the Nasdaq reached an all-time closing high as sentiment was boosted by full FDA approval of a COVID-19 vaccine and market participants looked ahead to the Jackson Hole Symposium expected to convene later this week.</p>\n<p>All three major U.S. stock indexes ended the session sharply higher, with the S&amp;P 500 in the session's final minutes just failing to hold what would have been a record-high close.</p>\n<p>Surging crude prices, driven by expected demand growth, putting energy shares&nbsp;out front.</p>\n<p>\"This has been the script all along,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York. \"We make new highs, pull back, and then we’re off to the races again.\"</p>\n<p>\"That tells me the fundamentals are in place,\" Cardillo added. \"There’s worries out there, but it’s hard to keep this market down.\"</p>\n<p>The U.S. Food and Drug Administration (FDA) granted full approval to the COVID-19 vaccine developed by Pfizer Inc&nbsp;and <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>&nbsp;in a move that could accelerate inoculations in the United States.</p>\n<p>\"Full approval means that there’s most likely going to be more mandates, more companies will mandate that you have to get the vaccine in order to get back to the office,\" Cardillo said. \"I don’t think this will get all the doubters vaccinated but this news today will probably drive (the vaccinated rate) closer to 75%.\"</p>\n<p>Pfizer and U.S.-listed shares of BioNTech advanced 2.5% and 9.6%, respectively.</p>\n<p>Rival Moderna Inc&nbsp;gained 7.5%.</p>\n<p>Spiking COVID-19 infections caused by the highly contagious Delta variant have fueled concerns over a protracted recovery from the global health crisis.</p>\n<p>For an interactive graphic on worldwide vaccine deployment and access, click here</p>\n<p>Data released on Monday painted a \"Goldilocks\" portrait of an economic recovery headed in the right direction, but not enough to warrant a change in the Federal Reserve's dovish monetary policy, which helped feed investor risk appetite.</p>\n<p>Market participants look to the Jackson Hole Symposium, due to convene in Wyoming later this week. The comments of Fed Chairman Jerome Powell will be closely parsed for clues regarding the central bank's policy-tightening timeline.</p>\n<p>The Dow Jones Industrial Average&nbsp;rose 215.63 points, or 0.61%, to 35,335.71, the S&amp;P 500&nbsp;gained 37.86 points, or 0.85%, to 4,479.53 and the Nasdaq Composite&nbsp;added 227.99 points, or 1.55%, to 14,942.65.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, seven ended the session green, with energy enjoying its best day in nearly two months.</p>\n<p>Exxon Mobil Corp&nbsp;and Chevron Corp&nbsp;gained 4.1% and 2.6%, respectively.</p>\n<p>U.S.-listed shares of Trillium Therapeutics Inc&nbsp;soared 188.8% after Pfizer agreed to buy the cancer drug developer in a $2.26 billion deal.</p>\n<p>General Motors Co fell 1.3% following its announcement that it would take a $1 billion hit to expand the recall of its Chevrolet Bolt electric vehicles.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.46-to-1 ratio; on Nasdaq, a 2.81-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 57 new 52-week highs and 1 new low; the Nasdaq Composite recorded 108 new highs and 54 new lows.</p>\n<p>Volume on U.S. exchanges was 8.63 billion shares, compared with the 9.15 billion average over the last 20 trading days.</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>Wall St gains, Nasdaq notches record closing high on full vaccine approval</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\">\nWall St gains, Nasdaq notches record closing high on full vaccine approval\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\">2021-08-24 04:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, Aug 23 (Reuters) - Wall Street rallied on Monday, and the Nasdaq reached an all-time closing high as sentiment was boosted by full FDA approval of a COVID-19 vaccine and market participants looked ahead to the Jackson Hole Symposium expected to convene later this week.</p>\n<p>All three major U.S. stock indexes ended the session sharply higher, with the S&amp;P 500 in the session's final minutes just failing to hold what would have been a record-high close.</p>\n<p>Surging crude prices, driven by expected demand growth, putting energy shares&nbsp;out front.</p>\n<p>\"This has been the script all along,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York. \"We make new highs, pull back, and then we’re off to the races again.\"</p>\n<p>\"That tells me the fundamentals are in place,\" Cardillo added. \"There’s worries out there, but it’s hard to keep this market down.\"</p>\n<p>The U.S. Food and Drug Administration (FDA) granted full approval to the COVID-19 vaccine developed by Pfizer Inc&nbsp;and <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>&nbsp;in a move that could accelerate inoculations in the United States.</p>\n<p>\"Full approval means that there’s most likely going to be more mandates, more companies will mandate that you have to get the vaccine in order to get back to the office,\" Cardillo said. \"I don’t think this will get all the doubters vaccinated but this news today will probably drive (the vaccinated rate) closer to 75%.\"</p>\n<p>Pfizer and U.S.-listed shares of BioNTech advanced 2.5% and 9.6%, respectively.</p>\n<p>Rival Moderna Inc&nbsp;gained 7.5%.</p>\n<p>Spiking COVID-19 infections caused by the highly contagious Delta variant have fueled concerns over a protracted recovery from the global health crisis.</p>\n<p>For an interactive graphic on worldwide vaccine deployment and access, click here</p>\n<p>Data released on Monday painted a \"Goldilocks\" portrait of an economic recovery headed in the right direction, but not enough to warrant a change in the Federal Reserve's dovish monetary policy, which helped feed investor risk appetite.</p>\n<p>Market participants look to the Jackson Hole Symposium, due to convene in Wyoming later this week. The comments of Fed Chairman Jerome Powell will be closely parsed for clues regarding the central bank's policy-tightening timeline.</p>\n<p>The Dow Jones Industrial Average&nbsp;rose 215.63 points, or 0.61%, to 35,335.71, the S&amp;P 500&nbsp;gained 37.86 points, or 0.85%, to 4,479.53 and the Nasdaq Composite&nbsp;added 227.99 points, or 1.55%, to 14,942.65.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, seven ended the session green, with energy enjoying its best day in nearly two months.</p>\n<p>Exxon Mobil Corp&nbsp;and Chevron Corp&nbsp;gained 4.1% and 2.6%, respectively.</p>\n<p>U.S.-listed shares of Trillium Therapeutics Inc&nbsp;soared 188.8% after Pfizer agreed to buy the cancer drug developer in a $2.26 billion deal.</p>\n<p>General Motors Co fell 1.3% following its announcement that it would take a $1 billion hit to expand the recall of its Chevrolet Bolt electric vehicles.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.46-to-1 ratio; on Nasdaq, a 2.81-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 57 new 52-week highs and 1 new low; the Nasdaq Composite recorded 108 new highs and 54 new lows.</p>\n<p>Volume on U.S. exchanges was 8.63 billion shares, compared with the 9.15 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","PFE":"辉瑞",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161777891","content_text":"NEW YORK, Aug 23 (Reuters) - Wall Street rallied on Monday, and the Nasdaq reached an all-time closing high as sentiment was boosted by full FDA approval of a COVID-19 vaccine and market participants looked ahead to the Jackson Hole Symposium expected to convene later this week.\nAll three major U.S. stock indexes ended the session sharply higher, with the S&P 500 in the session's final minutes just failing to hold what would have been a record-high close.\nSurging crude prices, driven by expected demand growth, putting energy shares out front.\n\"This has been the script all along,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York. \"We make new highs, pull back, and then we’re off to the races again.\"\n\"That tells me the fundamentals are in place,\" Cardillo added. \"There’s worries out there, but it’s hard to keep this market down.\"\nThe U.S. Food and Drug Administration (FDA) granted full approval to the COVID-19 vaccine developed by Pfizer Inc and BioNTech SE in a move that could accelerate inoculations in the United States.\n\"Full approval means that there’s most likely going to be more mandates, more companies will mandate that you have to get the vaccine in order to get back to the office,\" Cardillo said. \"I don’t think this will get all the doubters vaccinated but this news today will probably drive (the vaccinated rate) closer to 75%.\"\nPfizer and U.S.-listed shares of BioNTech advanced 2.5% and 9.6%, respectively.\nRival Moderna Inc gained 7.5%.\nSpiking COVID-19 infections caused by the highly contagious Delta variant have fueled concerns over a protracted recovery from the global health crisis.\nFor an interactive graphic on worldwide vaccine deployment and access, click here\nData released on Monday painted a \"Goldilocks\" portrait of an economic recovery headed in the right direction, but not enough to warrant a change in the Federal Reserve's dovish monetary policy, which helped feed investor risk appetite.\nMarket participants look to the Jackson Hole Symposium, due to convene in Wyoming later this week. The comments of Fed Chairman Jerome Powell will be closely parsed for clues regarding the central bank's policy-tightening timeline.\nThe Dow Jones Industrial Average rose 215.63 points, or 0.61%, to 35,335.71, the S&P 500 gained 37.86 points, or 0.85%, to 4,479.53 and the Nasdaq Composite added 227.99 points, or 1.55%, to 14,942.65.\nOf the 11 major sectors in the S&P 500, seven ended the session green, with energy enjoying its best day in nearly two months.\nExxon Mobil Corp and Chevron Corp gained 4.1% and 2.6%, respectively.\nU.S.-listed shares of Trillium Therapeutics Inc soared 188.8% after Pfizer agreed to buy the cancer drug developer in a $2.26 billion deal.\nGeneral Motors Co fell 1.3% following its announcement that it would take a $1 billion hit to expand the recall of its Chevrolet Bolt electric vehicles.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.46-to-1 ratio; on Nasdaq, a 2.81-to-1 ratio favored advancers.\nThe S&P 500 posted 57 new 52-week highs and 1 new low; the Nasdaq Composite recorded 108 new highs and 54 new lows.\nVolume on U.S. exchanges was 8.63 billion shares, compared with the 9.15 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".IXIC":0.9,"PFE":0.9,".SPX":0.9,"NQmain":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838542486,"gmtCreate":1629421373745,"gmtModify":1676530034109,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Very good figures. Ums has hope.&nbsp;","listText":"Very good figures. Ums has hope.&nbsp;","text":"Very good figures. Ums has hope.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838542486","repostId":"1199338345","repostType":4,"isVote":1,"tweetType":1,"viewCount":3336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802671773,"gmtCreate":1627779874592,"gmtModify":1703495673489,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Getting richer&nbsp;","listText":"Getting richer&nbsp;","text":"Getting richer","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802671773","repostId":"2156165236","repostType":4,"repost":{"id":"2156165236","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1627758960,"share":"https://ttm.financial/m/news/2156165236?lang=en_US&edition=fundamental","pubTime":"2021-08-01 03:16","market":"us","language":"en","title":"U.S. wealth grew by $19 trillion during the pandemic -- but mostly for the very rich","url":"https://stock-news.laohu8.com/highlight/detail?id=2156165236","media":"Dow Jones","summary":"Bond issuance of U.S. consumer debt is up 61%.\n\nRising stocks and financial assets helped U.S. house","content":"<blockquote>\n Bond issuance of U.S. consumer debt is up 61%.\n</blockquote>\n<p>Rising stocks and financial assets helped U.S. household wealth grow by $19 trillion during the pandemic to $137 trillion , but wealth inequality has gotten worse, according to a new report.</p>\n<p>That means American household net worth increased 16% from the end of the fourth quarter of 2019 through the first quarter of 2021, marking the largest 15-month stretch of gains since 2004, according to Oxford Economics.</p>\n<p>But more than 90% of the gains in households' holdings of real estate, equities and mutual funds in that stretch \"reflect price appreciation, with the small remaining balance coming from new investments,\" economists Nancy Vanden Houten and Gregory Daco at Oxford Economics wrote, in a Tuesday note.</p>\n<p>In other words, those who owned assets going into the crisis benefited the most.</p>\n<p>\"Those in the top 1% of the income distribution saw their wealth increase 23%, while those in the bottom income quintile experienced only a 2.5% gain in net worth,\" the team wrote.</p>\n<p>A similar pattern in U.S. savings has occurred, with more than 80% of the $2.6 trillion in excess savings residing with those in the nation's top two income brackets.</p>\n<p>All eyes on the Fed</p>\n<p>Federal Reserve Chairman Jerome Powell has pointed repeatedly to the pandemic's disproportionate toll on lower-income households in terms of both health and wealth consequences. The fate of the central bank's easy monetary policies also has been tethered to achieving substantial progress in the recovery and by regaining millions of jobs lost during the crisis.</p>\n<p>Investors will be tuned in Wednesday for a Fed update on the economic recovery and on inflation, which in recent months has been running hot, but also for insights on the central bank's thinking about the COVID-19 delta variant and plans for its $120 billion in monthly asset purchases.</p>\n<p>See: Fed is walking 'bit of a tightrope' between downside risks and inflation</p>\n<p>U.S. stock indexes pulled back from record territory ahead of the Fed briefing, with the Dow Jones Industrial Average off 0.2% Tuesday, the S&amp;P 500 index 0.5% lower and the Nasdaq Composite Index down by 1.2%.</p>\n<p>Many investors expect consumer spending to help drive the economic recovery, particularly as fiscal stimulus wanes and as the central bank considers when to dial back its support for financial markets, likely first by trimming its large-scale asset purchases of Treasurys and agency mortgage-backed securities.</p>\n<p>Who is driving?</p>\n<p>But big questions remain. Concerns have ramped up around the delta variant and what that could mean this fall when young children, not yet eligible for the shot, return to classrooms. There's also the increase in the cost of living and how that might eat into worker paychecks, potentially putting a damper on consumer spending.</p>\n<p>Oxford Economics' Houten and Daco expect households to draw down $360 billion, or 14%, in savings to finance consumption <a href=\"https://laohu8.com/S/XLY\">$(XLY)$</a>(FXD)<a href=\"https://laohu8.com/S/XRT\">$(XRT)$</a> in the next six quarters, supporting 9% growth in real consumer spending in 2021 and 5% in 2022.</p>\n<p>\"The accumulation of excess saving by upper-income households will support a solid pace of consumer spending that is just getting underway, and that is expected to continue through 2022,\" they wrote.</p>\n<p>As another sign of spending, issuance of U.S. asset-backed bonds tied to things like autos, credit cards and student loans has reached $163 billion already this year, a 61% jump from the same stretch of 2020, and 11% higher than the same period in 2019, according to BofA Global Research.</p>\n<p>Credit applications for auto loans, new mortgages and credit cards in May also mostly returned to pre-pandemic levels, the Consumer Financial Protection Bureau said Tuesday.</p>\n<p>The exception was borrowers with subprime and deep subprime credit scores, generally pegged as 600 and below, where applications for credit were down for all but the mortgage-credit category.</p>\n<p>\"We will continue to keep a close watch on the marketplace as the economic recovery continues, to help ensure all consumers have access to financial products and services that are fair, transparent, and competitive,\" said Acting CFPB Director Dave Uejio, in a statement.</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>U.S. wealth grew by $19 trillion during the pandemic -- but mostly for the very rich</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. wealth grew by $19 trillion during the pandemic -- but mostly for the very rich\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-08-01 03:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Bond issuance of U.S. consumer debt is up 61%.\n</blockquote>\n<p>Rising stocks and financial assets helped U.S. household wealth grow by $19 trillion during the pandemic to $137 trillion , but wealth inequality has gotten worse, according to a new report.</p>\n<p>That means American household net worth increased 16% from the end of the fourth quarter of 2019 through the first quarter of 2021, marking the largest 15-month stretch of gains since 2004, according to Oxford Economics.</p>\n<p>But more than 90% of the gains in households' holdings of real estate, equities and mutual funds in that stretch \"reflect price appreciation, with the small remaining balance coming from new investments,\" economists Nancy Vanden Houten and Gregory Daco at Oxford Economics wrote, in a Tuesday note.</p>\n<p>In other words, those who owned assets going into the crisis benefited the most.</p>\n<p>\"Those in the top 1% of the income distribution saw their wealth increase 23%, while those in the bottom income quintile experienced only a 2.5% gain in net worth,\" the team wrote.</p>\n<p>A similar pattern in U.S. savings has occurred, with more than 80% of the $2.6 trillion in excess savings residing with those in the nation's top two income brackets.</p>\n<p>All eyes on the Fed</p>\n<p>Federal Reserve Chairman Jerome Powell has pointed repeatedly to the pandemic's disproportionate toll on lower-income households in terms of both health and wealth consequences. The fate of the central bank's easy monetary policies also has been tethered to achieving substantial progress in the recovery and by regaining millions of jobs lost during the crisis.</p>\n<p>Investors will be tuned in Wednesday for a Fed update on the economic recovery and on inflation, which in recent months has been running hot, but also for insights on the central bank's thinking about the COVID-19 delta variant and plans for its $120 billion in monthly asset purchases.</p>\n<p>See: Fed is walking 'bit of a tightrope' between downside risks and inflation</p>\n<p>U.S. stock indexes pulled back from record territory ahead of the Fed briefing, with the Dow Jones Industrial Average off 0.2% Tuesday, the S&amp;P 500 index 0.5% lower and the Nasdaq Composite Index down by 1.2%.</p>\n<p>Many investors expect consumer spending to help drive the economic recovery, particularly as fiscal stimulus wanes and as the central bank considers when to dial back its support for financial markets, likely first by trimming its large-scale asset purchases of Treasurys and agency mortgage-backed securities.</p>\n<p>Who is driving?</p>\n<p>But big questions remain. Concerns have ramped up around the delta variant and what that could mean this fall when young children, not yet eligible for the shot, return to classrooms. There's also the increase in the cost of living and how that might eat into worker paychecks, potentially putting a damper on consumer spending.</p>\n<p>Oxford Economics' Houten and Daco expect households to draw down $360 billion, or 14%, in savings to finance consumption <a href=\"https://laohu8.com/S/XLY\">$(XLY)$</a>(FXD)<a href=\"https://laohu8.com/S/XRT\">$(XRT)$</a> in the next six quarters, supporting 9% growth in real consumer spending in 2021 and 5% in 2022.</p>\n<p>\"The accumulation of excess saving by upper-income households will support a solid pace of consumer spending that is just getting underway, and that is expected to continue through 2022,\" they wrote.</p>\n<p>As another sign of spending, issuance of U.S. asset-backed bonds tied to things like autos, credit cards and student loans has reached $163 billion already this year, a 61% jump from the same stretch of 2020, and 11% higher than the same period in 2019, according to BofA Global Research.</p>\n<p>Credit applications for auto loans, new mortgages and credit cards in May also mostly returned to pre-pandemic levels, the Consumer Financial Protection Bureau said Tuesday.</p>\n<p>The exception was borrowers with subprime and deep subprime credit scores, generally pegged as 600 and below, where applications for credit were down for all but the mortgage-credit category.</p>\n<p>\"We will continue to keep a close watch on the marketplace as the economic recovery continues, to help ensure all consumers have access to financial products and services that are fair, transparent, and competitive,\" said Acting CFPB Director Dave Uejio, in a statement.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XRT":"零售指数ETF-SPDR标普","XLY":"消费品指数ETF-SPDR可选消费品","FXD":"First Trust Consumer Discretiona"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156165236","content_text":"Bond issuance of U.S. consumer debt is up 61%.\n\nRising stocks and financial assets helped U.S. household wealth grow by $19 trillion during the pandemic to $137 trillion , but wealth inequality has gotten worse, according to a new report.\nThat means American household net worth increased 16% from the end of the fourth quarter of 2019 through the first quarter of 2021, marking the largest 15-month stretch of gains since 2004, according to Oxford Economics.\nBut more than 90% of the gains in households' holdings of real estate, equities and mutual funds in that stretch \"reflect price appreciation, with the small remaining balance coming from new investments,\" economists Nancy Vanden Houten and Gregory Daco at Oxford Economics wrote, in a Tuesday note.\nIn other words, those who owned assets going into the crisis benefited the most.\n\"Those in the top 1% of the income distribution saw their wealth increase 23%, while those in the bottom income quintile experienced only a 2.5% gain in net worth,\" the team wrote.\nA similar pattern in U.S. savings has occurred, with more than 80% of the $2.6 trillion in excess savings residing with those in the nation's top two income brackets.\nAll eyes on the Fed\nFederal Reserve Chairman Jerome Powell has pointed repeatedly to the pandemic's disproportionate toll on lower-income households in terms of both health and wealth consequences. The fate of the central bank's easy monetary policies also has been tethered to achieving substantial progress in the recovery and by regaining millions of jobs lost during the crisis.\nInvestors will be tuned in Wednesday for a Fed update on the economic recovery and on inflation, which in recent months has been running hot, but also for insights on the central bank's thinking about the COVID-19 delta variant and plans for its $120 billion in monthly asset purchases.\nSee: Fed is walking 'bit of a tightrope' between downside risks and inflation\nU.S. stock indexes pulled back from record territory ahead of the Fed briefing, with the Dow Jones Industrial Average off 0.2% Tuesday, the S&P 500 index 0.5% lower and the Nasdaq Composite Index down by 1.2%.\nMany investors expect consumer spending to help drive the economic recovery, particularly as fiscal stimulus wanes and as the central bank considers when to dial back its support for financial markets, likely first by trimming its large-scale asset purchases of Treasurys and agency mortgage-backed securities.\nWho is driving?\nBut big questions remain. Concerns have ramped up around the delta variant and what that could mean this fall when young children, not yet eligible for the shot, return to classrooms. There's also the increase in the cost of living and how that might eat into worker paychecks, potentially putting a damper on consumer spending.\nOxford Economics' Houten and Daco expect households to draw down $360 billion, or 14%, in savings to finance consumption $(XLY)$(FXD)$(XRT)$ in the next six quarters, supporting 9% growth in real consumer spending in 2021 and 5% in 2022.\n\"The accumulation of excess saving by upper-income households will support a solid pace of consumer spending that is just getting underway, and that is expected to continue through 2022,\" they wrote.\nAs another sign of spending, issuance of U.S. asset-backed bonds tied to things like autos, credit cards and student loans has reached $163 billion already this year, a 61% jump from the same stretch of 2020, and 11% higher than the same period in 2019, according to BofA Global Research.\nCredit applications for auto loans, new mortgages and credit cards in May also mostly returned to pre-pandemic levels, the Consumer Financial Protection Bureau said Tuesday.\nThe exception was borrowers with subprime and deep subprime credit scores, generally pegged as 600 and below, where applications for credit were down for all but the mortgage-credit category.\n\"We will continue to keep a close watch on the marketplace as the economic recovery continues, to help ensure all consumers have access to financial products and services that are fair, transparent, and competitive,\" said Acting CFPB Director Dave Uejio, in a statement.","news_type":1,"symbols_score_info":{"XRT":0.9,"FXD":0.9,"XLY":0.9}},"isVote":1,"tweetType":1,"viewCount":1710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837300523,"gmtCreate":1629855155362,"gmtModify":1676530152390,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Thanks for sharing. Very good&nbsp;","listText":"Thanks for sharing. Very good&nbsp;","text":"Thanks for sharing. Very good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837300523","repostId":"1123533410","repostType":2,"isVote":1,"tweetType":1,"viewCount":3384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889231872,"gmtCreate":1631149991696,"gmtModify":1676530480157,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Thabk you for sharing. Very good.&nbsp;","listText":"Thabk you for sharing. Very good.&nbsp;","text":"Thabk you for sharing. Very good.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/889231872","repostId":"1140686239","repostType":2,"isVote":1,"tweetType":1,"viewCount":3131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804603456,"gmtCreate":1627952094175,"gmtModify":1703498397964,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804603456","repostId":"2156711422","repostType":4,"isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833536311,"gmtCreate":1629249084333,"gmtModify":1676529978158,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Yes very true. Hope it recovers.&nbsp;","listText":"Yes very true. Hope it recovers.&nbsp;","text":"Yes very true. Hope it recovers.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/833536311","repostId":"1125097441","repostType":2,"repost":{"id":"1125097441","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629244814,"share":"https://ttm.financial/m/news/1125097441?lang=en_US&edition=fundamental","pubTime":"2021-08-18 08:00","market":"sh","language":"zh","title":"Last night and this morning: The horror data was unexpectedly upset! U.S. stocks dive","url":"https://stock-news.laohu8.com/highlight/detail?id=1125097441","media":"老虎资讯综合","summary":"摘要：①零售数据不及预期，美股收跌纳指跌0.93%；热门中概股周二收盘多数下滑，阿里巴巴跌近5%；欧洲股市涨跌不一②周二美油跌1%布油跌0.7%，连续第四日下滑；黄金期货价格周二收跌0.1%；③鲍威尔","content":"<p>Abstract: ① Retail sales data fell short of expectations, and U.S. stocks closed down and the Nasdaq fell 0.93%; Most popular Chinese concept stocks closed down on Tuesday.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Fell nearly 5%; European stock markets were mixed ② U.S. oil fell 1% on Tuesday and Brent oil fell 0.7%, falling for the fourth consecutive day; Gold futures prices closed down 0.1% on Tuesday; ③ Powell: It is uncertain whether the Delta mutant strain will seriously affect the economic recovery, and the Fed's policies have limitations; The terrifying data broke out unexpectedly! U.S. retail sales in July were well below expectations. Overseas Market</p><p><b>1. Retail sales data fell short of expectations, U.S. stocks closed down, the Nasdaq fell 0.93%</b></p><p>U.S. stocks closed lower on Tuesday, with the Dow and S&P 500 both ending their previous five consecutive trading days of gains. U.S. retail sales fell by 1.1% month-on-month in July and were far worse than expected, adding to market concerns about the slowdown in global economic growth. The market is still paying attention to geopolitics and U.S. stock earnings. As of the close, the Nasdaq fell 0.93%, the Dow Jones fell 0.79%, and the S&P 500% fell 0.7%.</p><p><b>2. Most popular Chinese concept stocks closed down on Tuesday, Alibaba fell nearly 5%</b></p><p>Most popular Chinese concept stocks closed down on Tuesday.<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Up nearly 10%,<a href=\"https://laohu8.com/S/NIU\">Mavericks Electric</a>Rose more than 9%,<a href=\"https://laohu8.com/S/BEKE\">Shells</a>It rose nearly 6%, Ruixing's powder list fell more than 6%, and Alibaba fell nearly 5%.<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Fell more than 3%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Fell nearly 3%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell more than 2%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Fell nearly 2%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>, Wuxin Technology fell more than 1%.</p><p>New energy vehicle stocks were mixed,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up more than 1%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up nearly 1%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars fell more than 1%.</p><p><b>3. UK job vacancies hit record high since 2001, European stock markets are mixed<a href=\"https://laohu8.com/S/BBL\">Bhp biliton</a>Will exit<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>index</b></p><p>The spread of the highly contagious delta variant Novel Coronavirus has rattled investor sentiment, while investors are also eyeing potential geopolitical implications after the Taliban seized the Afghan capital Kabul. European stock markets closed mixed on Tuesday (August 17). The pan-European Stoxx 600 index closed up slightly by 0.07%; Germany's DAX30 index closed down 0.02%; England<a href=\"https://laohu8.com/S/.100.UK\">FTSE 100 Index</a>Closed up 0.38%; France's CAC40 index closed down 0.28%;</p><p><b>4. U.S. oil fell 1% on Tuesday, Brent oil fell 0.7%, falling for the fourth consecutive day</b></p><p>The accelerated spread of the delta variant strain of the new crown has kept investors worried about the outlook for crude oil demand. In the end, the price of WTI September futures fell 70 cents, or 1%, to settle at $66.59 a barrel, the lowest close since August 9. Brent crude oil futures for October fell 48 cents, or 0.7%, to settle at $69.03 a barrel, the lowest close since July 19.</p><p><b>5. Gold futures prices closed down 0.1% on Tuesday and silver futures fell 0.6%</b></p><p>Gold futures prices recorded their first decline in three trading days on Tuesday. Gold futures prices for December delivery on the New York Stock Exchange fell by $2, or 0.1%, to close at $1,787.80 an ounce. At one point, it rose to $1,797.60 an ounce during the session.</p><p>International macro</p><p><b>1. Powell: It is uncertain whether the Delta variant strain will seriously affect economic recovery. The Fed's policy has limitations</b></p><p>Federal Reserve Chairman Powell held an online town hall meeting with educators and students across the United States on Tuesday, August 17, Eastern Time. During the question-and-answer session, he said that the United States will not simply return to the pre-COVID-19 pandemic economic state, and the epidemic may accompany Americans for a period of time:<b>\"It is uncertain whether the Delta variant strain will have a serious economic impact on the United States, and only time will tell how long these changes will last.</b>The United States has not yet emerged from the current crisis, and the United States cannot declare victory over the novel coronavirus pneumonia epidemic at this time. \"</p><p><b>2. Yellen refutes that dual-track economic legislative actions will lead to \"over-investment\"</b></p><p>U.S. Treasury Secretary Janet Yellen called the Biden administration's dual-track legislative action to simultaneously advance major spending bills on infrastructure and social projects \"the most important economic project in modern history,\" refuting claims that these bills will cause \"excessive investment\". \"narrative.</p><p><b>3. The horror data broke out! U.S. retail sales in July were far lower than expected, and the market suffered a short-term shock</b></p><p>At 8:30 Eastern Time on Tuesday, the latest data released by the U.S. Department of Commerce showed that the monthly rate of U.S. retail sales in July fell by 1.1%, expected to fall by 0.2%, and the previous value increased by 0.6%. Core retail sales fell 0.4% monthly in July, expected to increase by 0.1%, and the previous value increased by 1.3%.</p><p>U.S. retail sales fell more than expected in July, consistent with a steady shift in consumption to services and a sign that consumers may be more price-sensitive as inflation rises.</p><p><b>4. U.S. homebuilder confidence index fell to 13-month low in August</b></p><p>The U.S. homebuilder confidence index fell to a 13-month low in August amid high prices and costs and ongoing supply shortages.</p><p>National Association of Home Builders (NAHB)/<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Data released on Tuesday showed an index that measures builder confidence fell for the third straight month, falling to 75 from 80 in July, the biggest drop since April 2020. Economists expected the median to be flat at 80.</p><p><b>5. Afghani falls to record low, central bank governor says he has left the country</b></p><p>Afghan currency extends losses to hit record low; The situation is turbulent, and the acting central bank governor has left the country again, putting further pressure on investor confidence.</p><p><b>6. U.S. health leaders consider vaccinating people with COVID-19 vaccine booster shots</b></p><p>On August 17, local time, Dr. Frances Collins, director of the National Institutes of Health, said that the latest Israeli data on the effectiveness of COVID-19 vaccine is prompting U.S. health leaders to reconsider their position on COVID-19 vaccine's booster shot.</p><p><b>7. Eurostat: Eurozone GDP increased by 2% month-on-month in the second quarter</b></p><p>On August 17, local time, Eurostat released the economic data of the EU and the euro zone for the second quarter of 2021. Data show that the gross domestic product (GDP) of the euro zone in the second quarter of 2021 increased by 2% compared with the previous quarter, and the employment rate increased by 0.5%; The EU's gross domestic product (GDP) increased by 1.9% in the quarter compared with the previous quarter, and the employment rate increased by 0.6%. In the first quarter of 2021, the gross domestic product (GDP) of the euro zone decreased by 0.3% compared with the previous quarter, and the GDP of the EU decreased by 0.1%.</p><p><b>8. SEC Chairman: Chinese companies have been temporarily suspended from using shell companies to IPO in the United States</b></p><p>SEC Chairman Gensler said he had asked SEC staff to \"temporarily suspend\" the IPO of shell companies used by Chinese companies to list in the United States and wanted investors to learn more about the company's structure. He reiterated a demand that U.S. officials must be allowed to check the financial audits of Chinese companies.</p><p><b>9. The epidemic in Malaysia is out of control and chip factories are shut down, which has affected Bosch, Nissan, etc.</b></p><p>According to people familiar with the matter, due to the increasingly serious epidemic situation in Malaysia, the Malaysian Muar factory of a semiconductor chip supplier was closed in the previous weeks, and was once again required by the local government to close some production lines until August 21. This will lead to Bosch ESP/IPB, VCU, TCU and other chips are directly affected, and it is expected that the supply will basically be cut off in August.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/1132552502\" target=\"_blank\"><b>Analyst: iPhone 13 will be released in the third week of September with 1TB storage</b></a></p><p>On the evening of August 17, Beijing time, it was reported that investment bank Wedbush Securities predicted that,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company will release the new generation of mobile phone iPhone 13 in the third week of September.</p><p>As we all know, Apple usually holds an autumn new product launch conference in September every year to release a new generation of iPhone and other products. Last year, affected by the epidemic, Apple postponed the iPhone 12 release date to October. But this year, some analysts believe that the release time of the iPhone 13 will return to September.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2160830657\" target=\"_blank\"><b>Amazon's retail sales surpass Walmart for the first time, ranking first outside China</b></a></p><p>On the morning of August 18th, Beijing time, in the past 12 months, Amazon's retail sales surpassed Wal-Mart, becoming the largest retail seller outside China. According to FactSet's estimates, customers spent more than $610 billion on the Amazon platform in the past year, while Walmart's revenue was about $566 billion. Nevertheless, they are still not the largest retail sellers globally, Alibaba is the number one.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2160788899\" target=\"_blank\"><b>Microsoft invests in cloud data management company Rubrik to cooperate in developing products to deal with ransomware attacks</b></a></p><p>According to media reports, Microsoft has invested in Rubrik, a cloud data management company. The two companies will jointly develop products designed to deal with the recent frequent ransomware attacks. The jointly developed products will be used to help recover critical data, so that the victims of extortion no longer need to pay ransom to hackers.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2160200195\" target=\"_blank\"><b>Involved in multiple illegal acts Google (fined 14 million rubles by a Russian court</b></a></p><p>On August 17th, local time, the No.422 District Court of Tagansky, Moscow, Russia ruled that Google, an American Internet company, had five administrative violations according to the Administrative Law of the Russian Federation, and imposed a total fine of 14 million rubles (about 1.24 million yuan) on it.</p><p><b>5、</b><a href=\"https://laohu8.com/NW/2160003682\" target=\"_blank\"><b>Google releases Pixel 5a phone priced at $449 and will be available on August 26</b></a></p><p>Google released its low-priced phone Pixel 5a on Tuesday, priced at $449, which will be available on August 26th. The Pixel 5a is a modest improvement over the Pixel 4a 5G released last year, with a larger battery, a slightly larger screen, and water resistance while supporting 5G.</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2160788186\" target=\"_blank\"><b>Data firm Palantir hoards gold bars in response to'black swan 'event</b></a></p><p>U.S. data company Palantir said it was preparing to hoard gold bars in response to another \"black swan event\" and invited customers to buy its data analysis software in gold. The company bought $50.7 million worth of gold bars in August and accepts gold payment methods.</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>Last night and this morning: The horror data was unexpectedly upset! 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U.S. stocks dive\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-18 08:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Abstract: ① Retail sales data fell short of expectations, and U.S. stocks closed down and the Nasdaq fell 0.93%; Most popular Chinese concept stocks closed down on Tuesday.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Fell nearly 5%; European stock markets were mixed ② U.S. oil fell 1% on Tuesday and Brent oil fell 0.7%, falling for the fourth consecutive day; Gold futures prices closed down 0.1% on Tuesday; ③ Powell: It is uncertain whether the Delta mutant strain will seriously affect the economic recovery, and the Fed's policies have limitations; The terrifying data broke out unexpectedly! U.S. retail sales in July were well below expectations. Overseas Market</p><p><b>1. Retail sales data fell short of expectations, U.S. stocks closed down, the Nasdaq fell 0.93%</b></p><p>U.S. stocks closed lower on Tuesday, with the Dow and S&P 500 both ending their previous five consecutive trading days of gains. U.S. retail sales fell by 1.1% month-on-month in July and were far worse than expected, adding to market concerns about the slowdown in global economic growth. The market is still paying attention to geopolitics and U.S. stock earnings. As of the close, the Nasdaq fell 0.93%, the Dow Jones fell 0.79%, and the S&P 500% fell 0.7%.</p><p><b>2. Most popular Chinese concept stocks closed down on Tuesday, Alibaba fell nearly 5%</b></p><p>Most popular Chinese concept stocks closed down on Tuesday.<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Up nearly 10%,<a href=\"https://laohu8.com/S/NIU\">Mavericks Electric</a>Rose more than 9%,<a href=\"https://laohu8.com/S/BEKE\">Shells</a>It rose nearly 6%, Ruixing's powder list fell more than 6%, and Alibaba fell nearly 5%.<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Fell more than 3%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Fell nearly 3%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell more than 2%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Fell nearly 2%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>, Wuxin Technology fell more than 1%.</p><p>New energy vehicle stocks were mixed,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up more than 1%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up nearly 1%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars fell more than 1%.</p><p><b>3. UK job vacancies hit record high since 2001, European stock markets are mixed<a href=\"https://laohu8.com/S/BBL\">Bhp biliton</a>Will exit<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>index</b></p><p>The spread of the highly contagious delta variant Novel Coronavirus has rattled investor sentiment, while investors are also eyeing potential geopolitical implications after the Taliban seized the Afghan capital Kabul. European stock markets closed mixed on Tuesday (August 17). The pan-European Stoxx 600 index closed up slightly by 0.07%; Germany's DAX30 index closed down 0.02%; England<a href=\"https://laohu8.com/S/.100.UK\">FTSE 100 Index</a>Closed up 0.38%; France's CAC40 index closed down 0.28%;</p><p><b>4. U.S. oil fell 1% on Tuesday, Brent oil fell 0.7%, falling for the fourth consecutive day</b></p><p>The accelerated spread of the delta variant strain of the new crown has kept investors worried about the outlook for crude oil demand. In the end, the price of WTI September futures fell 70 cents, or 1%, to settle at $66.59 a barrel, the lowest close since August 9. Brent crude oil futures for October fell 48 cents, or 0.7%, to settle at $69.03 a barrel, the lowest close since July 19.</p><p><b>5. Gold futures prices closed down 0.1% on Tuesday and silver futures fell 0.6%</b></p><p>Gold futures prices recorded their first decline in three trading days on Tuesday. Gold futures prices for December delivery on the New York Stock Exchange fell by $2, or 0.1%, to close at $1,787.80 an ounce. At one point, it rose to $1,797.60 an ounce during the session.</p><p>International macro</p><p><b>1. Powell: It is uncertain whether the Delta variant strain will seriously affect economic recovery. The Fed's policy has limitations</b></p><p>Federal Reserve Chairman Powell held an online town hall meeting with educators and students across the United States on Tuesday, August 17, Eastern Time. During the question-and-answer session, he said that the United States will not simply return to the pre-COVID-19 pandemic economic state, and the epidemic may accompany Americans for a period of time:<b>\"It is uncertain whether the Delta variant strain will have a serious economic impact on the United States, and only time will tell how long these changes will last.</b>The United States has not yet emerged from the current crisis, and the United States cannot declare victory over the novel coronavirus pneumonia epidemic at this time. \"</p><p><b>2. Yellen refutes that dual-track economic legislative actions will lead to \"over-investment\"</b></p><p>U.S. Treasury Secretary Janet Yellen called the Biden administration's dual-track legislative action to simultaneously advance major spending bills on infrastructure and social projects \"the most important economic project in modern history,\" refuting claims that these bills will cause \"excessive investment\". \"narrative.</p><p><b>3. The horror data broke out! U.S. retail sales in July were far lower than expected, and the market suffered a short-term shock</b></p><p>At 8:30 Eastern Time on Tuesday, the latest data released by the U.S. Department of Commerce showed that the monthly rate of U.S. retail sales in July fell by 1.1%, expected to fall by 0.2%, and the previous value increased by 0.6%. Core retail sales fell 0.4% monthly in July, expected to increase by 0.1%, and the previous value increased by 1.3%.</p><p>U.S. retail sales fell more than expected in July, consistent with a steady shift in consumption to services and a sign that consumers may be more price-sensitive as inflation rises.</p><p><b>4. U.S. homebuilder confidence index fell to 13-month low in August</b></p><p>The U.S. homebuilder confidence index fell to a 13-month low in August amid high prices and costs and ongoing supply shortages.</p><p>National Association of Home Builders (NAHB)/<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Data released on Tuesday showed an index that measures builder confidence fell for the third straight month, falling to 75 from 80 in July, the biggest drop since April 2020. Economists expected the median to be flat at 80.</p><p><b>5. Afghani falls to record low, central bank governor says he has left the country</b></p><p>Afghan currency extends losses to hit record low; The situation is turbulent, and the acting central bank governor has left the country again, putting further pressure on investor confidence.</p><p><b>6. U.S. health leaders consider vaccinating people with COVID-19 vaccine booster shots</b></p><p>On August 17, local time, Dr. Frances Collins, director of the National Institutes of Health, said that the latest Israeli data on the effectiveness of COVID-19 vaccine is prompting U.S. health leaders to reconsider their position on COVID-19 vaccine's booster shot.</p><p><b>7. Eurostat: Eurozone GDP increased by 2% month-on-month in the second quarter</b></p><p>On August 17, local time, Eurostat released the economic data of the EU and the euro zone for the second quarter of 2021. Data show that the gross domestic product (GDP) of the euro zone in the second quarter of 2021 increased by 2% compared with the previous quarter, and the employment rate increased by 0.5%; The EU's gross domestic product (GDP) increased by 1.9% in the quarter compared with the previous quarter, and the employment rate increased by 0.6%. In the first quarter of 2021, the gross domestic product (GDP) of the euro zone decreased by 0.3% compared with the previous quarter, and the GDP of the EU decreased by 0.1%.</p><p><b>8. SEC Chairman: Chinese companies have been temporarily suspended from using shell companies to IPO in the United States</b></p><p>SEC Chairman Gensler said he had asked SEC staff to \"temporarily suspend\" the IPO of shell companies used by Chinese companies to list in the United States and wanted investors to learn more about the company's structure. He reiterated a demand that U.S. officials must be allowed to check the financial audits of Chinese companies.</p><p><b>9. The epidemic in Malaysia is out of control and chip factories are shut down, which has affected Bosch, Nissan, etc.</b></p><p>According to people familiar with the matter, due to the increasingly serious epidemic situation in Malaysia, the Malaysian Muar factory of a semiconductor chip supplier was closed in the previous weeks, and was once again required by the local government to close some production lines until August 21. This will lead to Bosch ESP/IPB, VCU, TCU and other chips are directly affected, and it is expected that the supply will basically be cut off in August.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/1132552502\" target=\"_blank\"><b>Analyst: iPhone 13 will be released in the third week of September with 1TB storage</b></a></p><p>On the evening of August 17, Beijing time, it was reported that investment bank Wedbush Securities predicted that,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company will release the new generation of mobile phone iPhone 13 in the third week of September.</p><p>As we all know, Apple usually holds an autumn new product launch conference in September every year to release a new generation of iPhone and other products. Last year, affected by the epidemic, Apple postponed the iPhone 12 release date to October. But this year, some analysts believe that the release time of the iPhone 13 will return to September.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2160830657\" target=\"_blank\"><b>Amazon's retail sales surpass Walmart for the first time, ranking first outside China</b></a></p><p>On the morning of August 18th, Beijing time, in the past 12 months, Amazon's retail sales surpassed Wal-Mart, becoming the largest retail seller outside China. According to FactSet's estimates, customers spent more than $610 billion on the Amazon platform in the past year, while Walmart's revenue was about $566 billion. Nevertheless, they are still not the largest retail sellers globally, Alibaba is the number one.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2160788899\" target=\"_blank\"><b>Microsoft invests in cloud data management company Rubrik to cooperate in developing products to deal with ransomware attacks</b></a></p><p>According to media reports, Microsoft has invested in Rubrik, a cloud data management company. The two companies will jointly develop products designed to deal with the recent frequent ransomware attacks. The jointly developed products will be used to help recover critical data, so that the victims of extortion no longer need to pay ransom to hackers.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2160200195\" target=\"_blank\"><b>Involved in multiple illegal acts Google (fined 14 million rubles by a Russian court</b></a></p><p>On August 17th, local time, the No.422 District Court of Tagansky, Moscow, Russia ruled that Google, an American Internet company, had five administrative violations according to the Administrative Law of the Russian Federation, and imposed a total fine of 14 million rubles (about 1.24 million yuan) on it.</p><p><b>5、</b><a href=\"https://laohu8.com/NW/2160003682\" target=\"_blank\"><b>Google releases Pixel 5a phone priced at $449 and will be available on August 26</b></a></p><p>Google released its low-priced phone Pixel 5a on Tuesday, priced at $449, which will be available on August 26th. The Pixel 5a is a modest improvement over the Pixel 4a 5G released last year, with a larger battery, a slightly larger screen, and water resistance while supporting 5G.</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2160788186\" target=\"_blank\"><b>Data firm Palantir hoards gold bars in response to'black swan 'event</b></a></p><p>U.S. data company Palantir said it was preparing to hoard gold bars in response to another \"black swan event\" and invited customers to buy its data analysis software in gold. The company bought $50.7 million worth of gold bars in August and accepts gold payment methods.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b3b5e72649367d0aafd9bcbbca9bcd1","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125097441","content_text":"摘要：①零售数据不及预期，美股收跌纳指跌0.93%；热门中概股周二收盘多数下滑，阿里巴巴跌近5%；欧洲股市涨跌不一②周二美油跌1%布油跌0.7%，连续第四日下滑；黄金期货价格周二收跌0.1%；③鲍威尔：尚不确定Delta变异毒株是否会严重影响经济复苏，美联储的政策具有局限性；恐怖数据爆出意外！美国7月零售销售远低于预期。\n\n海外市场\n1、零售数据不及预期 美股收跌纳指跌0.93%\n美股周二收跌，道指与标普500指数均结束了此前连续5个交易日上涨的行情。美国7月零售销售环比下降1.1%且远逊预期，加重了市场对全球经济增长放缓的担忧。市场仍在关注地缘政治与美股财报。截至收盘，纳斯达克指数跌0.93%，道琼斯指数跌0.79%，标普500%指数跌0.7%。\n2、热门中概股周二收盘多数下滑 阿里巴巴跌近5%\n热门中概股周二收盘多数下滑，高途涨近10%，小牛电动涨超9%，贝壳涨近6%，瑞幸粉单跌超6%，阿里巴巴跌近5%，京东、拼多多跌超3%，百度跌近3%，哔哩哔哩跌超2%，网易跌近2%，新东方、雾芯科技跌超1%。\n新能源汽车股涨跌不一，理想汽车涨超1%，小鹏汽车涨近1%，蔚来汽车跌超1%。\n3、英国职位空缺创2001年以来最高纪录 欧洲股市涨跌不一 必和必拓将退出英国富时100指数\n高传染性的德尔塔变种新冠病毒的传播扰乱了投资者的情绪，而在塔利班占领阿富汗首都喀布尔之后，投资者也在关注潜在的地缘政治影响。欧洲股市周二(8月17日)收盘涨跌不一。泛欧斯托克600指数小幅收涨0.07%；德国DAX30指数收盘下跌0.02%；英国富时100指数收盘上涨0.38%；法国CAC40指数收盘下跌0.28%；\n4、周二美油跌1%布油跌0.7% 连续第四日下滑\n新冠德尔塔变异毒株加速传播，使投资者继续对原油需求前景感到担忧。最终，WTI9月期货价格下跌70美分，跌幅1%，收于每桶66.59美元，为8月9日以来的最低收盘价。布伦特原油10月期货价格下跌48美分，跌幅0.7%，收于每桶69.03美元，创7月19日以来的最低收盘价。\n5、黄金期货价格周二收跌0.1% 白银期货跌0.6%\n黄金期货价格周二录得3个交易日来的首次下滑，纽交所12月交割的黄金期货价格下跌2美元，跌幅0.1%，收于每盎司1787.80美元。盘中一度上涨至每盎司1797.60美元。\n国际宏观\n1、鲍威尔：尚不确定Delta变异毒株是否会严重影响经济复苏 美联储的政策具有局限性\n美联储主席鲍威尔于美东时间8月17日周二，与全美教育工作者和学生进行线上市政厅会议，在问答环节表示，美国不会简单地重返新冠疫情之前的经济状态，疫情可能会伴随美国人一段时间：“尚不确定Delta变异毒株是否会对美国造成严重的经济影响，只有时间才能证明这些变化将持续多久。美国尚未摆脱当前的危机，美国现在还无法针对新冠肺炎流行病疫情宣布胜利。”\n2、耶伦反驳双轨制经济立法行动会导致“过度投资”\n美国财政部长珍妮特·耶伦将拜登政府同时推进基础设施和社会项目重大支出法案的双轨制立法行动称为是“近代史上最重要的经济项目”，反驳了有关这些法案将造成“过度投资”的说法。\n3、恐怖数据爆出意外！美国7月零售销售远低于预期 市场短线巨震\n美东时间周二8点30分，美国商务部公布的最新数据显示，美国7月零售销售月率下跌1.1%，预期下跌0.2%，前值增长0.6%。7月核心零售销售月率下跌0.4%，预期增长0.1%，前值增长1.3%。\n美国7月零售销售下降幅度超过预期，这与消费向服务业的稳步转移相一致，也表明随着通货膨胀加剧，消费者可能对价格更加敏感。\n4、美国8月住宅建筑商信心指数跌至13个月低点\n由于价格和成本高企，且供应持续短缺，美国8月份住宅建筑商信心指数跌至13个月低点。\n全国住宅建筑商协会（NAHB）/富国银行周二公布的数据显示，衡量建筑商信心的指数连续第三个月走低，从7月的80降至75，创2020年4月份以来的最大跌幅。经济学家预期中值为持平于80。\n5、阿富汗尼跌至历史新低 央行行长称已离开该国\n阿富汗货币扩大跌幅，触及纪录低点；局势动荡不堪，代理央行行长又离开了该国，令投资者信心进一步承压。\n6、美国卫生部门领导人考虑为民众接种新冠疫苗加强针\n当地时间8月17日，美国国立卫生研究院院长弗朗西斯·柯林斯博士表示，以色列关于新冠疫苗有效性的最新数据正在促使美国卫生部门领导人重新考虑他们对新冠疫苗加强针的立场。\n7、欧盟统计局：欧元区二季度GDP环比增长2%\n当地时间8月17日，欧盟统计局发布了2021年第二季度欧盟及欧元区经济数据。数据显示，欧元区2021年第二季度国内生产总值（GDP）比上个季度增长2%，就业率增长0.5%；欧盟该季度国内生产总值（GDP）比上个季度增长1.9%，就业率增长0.6%。而在2021年第一季度，欧元区国内生产总值（GDP）比上个季度下降0.3%，欧盟国内生产总值则下降0.1%。\n8、SEC主席：已暂时暂停中国公司使用壳公司赴美IPO\n美国证交会主席根斯勒表示，已要求美国证券交易委员会工作人员“暂时暂停”中国公司用来在美国上市的壳公司的IPO，并希望投资者了解更多关于公司结构的信息。他重申了一项要求，即必须允许美国官员检查中国公司的财务审计。\n9、马来西亚疫情失控、芯片厂关停，已波及博世、日产等\n据知情人士透露，由于马来西亚疫情日趋严重，某半导体芯片供应商的马来西亚Muar工厂继之前数周关厂，再度被当地政府要求关闭部分生产线至8月21日，这将导致博世ESP/IPB、VCU、TCU等芯片受到直接影响，预计8月份后续基本处于断供状态。\n公司新闻\n1、分析师：iPhone 13将于9月第三周发布 配备1TB存储\n北京时间8月17日晚间消息，据报道，投资银行Wedbush Securities预计，苹果公司将于9月的第三周发布新一代手机iPhone 13。\n众所周知，苹果通常在每年的9月份举行秋季新品发布会，发布新一代iPhone和其他产品。去年，受疫情影响，苹果将iPhone 12发布日期推迟到10月份。但今年，一些分析师认为，iPhone 13的发布时间将重回9月份。\n2、亚马逊零售额首超沃尔玛 中国之外第一名\n北京时间8月18日早间消息，过去12个月，亚马逊的零售销售额超过沃尔玛，成为中国之外最大的零售销售商。根据FactSet公司的估计，在过去一年里，客户在亚马逊平台花费6100多亿美元，而沃尔玛的营收约为5660亿美元。尽管如此，在全球范围内它们仍然不是最大的零售销售商，阿里巴巴才是第一名。\n3、微软投资云数据管理公司Rubrik 将合作研发产品应对勒索软件攻击\n据媒体报道，微软投资了云数据管理公司Rubrik，两家公司将共同研发产品，旨在应对近来频发的勒索软件攻击，合作研发的产品将用于帮助恢复关键数据，这样一来，被勒索的受害者无需再向黑客支付赎金。\n4、涉及多项违法行为 谷歌(被俄罗斯法院罚款1400万卢布\n当地时间8月17日，俄罗斯莫斯科塔甘斯基第422号地方法院根据《俄罗斯联邦行政法》裁定美国互联网公司谷歌存在五项行政违法行为，对其处以总计1400万卢布（约人民币124万元）的罚款。\n5、谷歌发布Pixel 5a手机 售价449美元，8月26日上市\n谷歌周二发布低价款手机Pixel 5a，售价449美元，将于8月26日上市。Pixel 5a较去年发布的Pixel 4a 5G做出了适度的改进，配有更大容量的电池、稍大的屏幕和防水功能，同时支持5G。\n6、数据公司Palantir囤积金条以应对“黑天鹅”事件\n美国数据公司Palantir表示，其正在准备应对另一场“黑天鹅事件”而囤积金条，并邀请客户以黄金购买其数据分析软件。该公司8月份购买了价值5070万美元的金条，并接受黄金支付方式。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804604059,"gmtCreate":1627952358771,"gmtModify":1703498405155,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Both Cenovus and Fortive are showing strong potential for free cash flow generation and deleveraging, according to analysts at the firm","listText":"Both Cenovus and Fortive are showing strong potential for free cash flow generation and deleveraging, according to analysts at the 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this.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805127225","repostId":"2156169749","repostType":4,"isVote":1,"tweetType":1,"viewCount":1228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808825556,"gmtCreate":1627569794675,"gmtModify":1703492633383,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808825556","repostId":"1165497040","repostType":4,"isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177876500,"gmtCreate":1627202262800,"gmtModify":1703485518202,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Old giant","listText":"Old giant","text":"Old giant","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177876500","repostId":"1176552691","repostType":4,"repost":{"id":"1176552691","kind":"news","pubTimestamp":1627183789,"share":"https://ttm.financial/m/news/1176552691?lang=en_US&edition=fundamental","pubTime":"2021-07-25 11:29","market":"us","language":"en","title":"Is IBM Stock Undervalued Or Overvalued? What To Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1176552691","media":"seekingalpha","summary":"Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.","content":"<p><b>Summary</b></p>\n<ul>\n <li>IBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.</li>\n <li>Prior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.</li>\n <li>More transparency is needed regarding the Kyndryl spinoff.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c798e0536c6804d44b195f6f349fab5\" tg-width=\"1536\" tg-height=\"1044\" width=\"100%\" height=\"auto\"><span>Ethan Miller/Getty Images News</span></p>\n<p>International Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.</p>\n<p>Although the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.</p>\n<p>What is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.</p>\n<p>Management is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.</p>\n<p><b>Recent Quarterly Results</b></p>\n<p>IBM&nbsp;reported&nbsp;Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.</p>\n<p>Revenue of $18.7 billion was flat when adjusted for currency and divestitures.</p>\n<p>The negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.</p>\n<p>The global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.</p>\n<p>The positive side of the report had Cloud &amp; Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.</p>\n<p>Net cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.</p>\n<p>Since year-end 2020, the company has reduced debt by $6.4 billion.</p>\n<p>Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021.</p>\n<p><b>Where IBM Stands Tall</b></p>\n<p>IBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.</p>\n<p>It is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.</p>\n<p>For example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.</p>\n<p>Half of the world’s wireless connections are handled by the firm.</p>\n<p>IBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.</p>\n<p>Eight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ace4f1436fd2697c5ad266b5017e1dd\" tg-width=\"960\" tg-height=\"721\" width=\"100%\" height=\"auto\"><span>Source: Forbes</span></p>\n<p>It is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.</p>\n<p>However, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.</p>\n<p><b>The Sources Of Potential Growth</b></p>\n<p>Investors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh&nbsp;provided insight&nbsp;into how hybrid cloud drives revenue in some of IBM’s other divisions.</p>\n<blockquote>\n For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.\n</blockquote>\n<p>Of course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.</p>\n<p>Because hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.</p>\n<p>I reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm&nbsp;forecasts&nbsp;a CAGR of 18.73% from 2021 through 2026.</p>\n<p>Investors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.</p>\n<p>The following chart provides a record of the firm’s total cloud growth over the last six quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fc85156e70f6caf8ae809f76126a723\" tg-width=\"576\" tg-height=\"336\" width=\"100%\" height=\"auto\"><span>Source: Company reports / Chart by Author</span></p>\n<p>Aside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.</p>\n<p>Early in 2019, IBM&nbsp;introduced&nbsp;the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.</p>\n<p>Pardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence&nbsp;forecasts&nbsp;a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.</p>\n<p>For additional insights regarding quantum computing and IBM’s position within that industry, I point you to&nbsp;my article, “IBM: Why My Eye Is Fixed On Big Blue.”</p>\n<p><b>Understanding Kyndryl</b></p>\n<p>Once&nbsp;Kyndryl&nbsp;is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.</p>\n<p>The split will&nbsp;transform&nbsp;IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.</p>\n<p>Global Business Services, which currently constitutes 22% of the company’s revenue, will&nbsp;account&nbsp;for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.</p>\n<p>IBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.</p>\n<p>Initially, the two companies will each be the largest customer of the other.</p>\n<p>What remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.</p>\n<p><b>Has IBM Turned The Corner?</b></p>\n<p>Anyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60cc8b82052f97dd449205999ee30711\" tg-width=\"577\" tg-height=\"337\" width=\"100%\" height=\"auto\"><span>Source: Data from ycharts / chart by author</span></p>\n<p>While this is not proof positive that the company is back on track, the recent trend is at least encouraging.</p>\n<p>In 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.</p>\n<p>The CEO&nbsp;recently stated&nbsp;he expects IBM to generate $12 billion to $13 billion in FCF in 2022.</p>\n<p><b>Debt And Dividend</b></p>\n<p>While investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.</p>\n<p>The company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b73e613157c486a5f5e8306546121971\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"><span>Source: IBM Presentation</span></p>\n<p>IBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.</p>\n<p><b>Is IBM Stock Overvalued?</b></p>\n<p>IBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.</p>\n<p>IBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.</p>\n<p>The 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.</p>\n<p>I believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.</p>\n<p><b>Is IBM Stock A Good Long-Term Investment?</b></p>\n<p>IBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.</p>\n<p>That the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.</p>\n<p>If management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.</p>\n<p>IBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.</p>\n<p>All considered, I rate IBM as a BUY.</p>\n<p>I think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.</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>Is IBM Stock Undervalued Or Overvalued? 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What To Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.\nPrior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176552691","content_text":"Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.\nPrior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.\nMore transparency is needed regarding the Kyndryl spinoff.\n\nEthan Miller/Getty Images News\nInternational Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.\nAlthough the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.\nWhat is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.\nManagement is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.\nRecent Quarterly Results\nIBM reported Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.\nRevenue of $18.7 billion was flat when adjusted for currency and divestitures.\nThe negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.\nThe global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.\nThe positive side of the report had Cloud & Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.\nNet cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.\nSince year-end 2020, the company has reduced debt by $6.4 billion.\nManagement guides for adjusted free cash flow of $11 billion to $12 billion in 2021.\nWhere IBM Stands Tall\nIBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.\nIt is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.\nFor example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.\nHalf of the world’s wireless connections are handled by the firm.\nIBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.\nEight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.\nSource: Forbes\nIt is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.\nHowever, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.\nThe Sources Of Potential Growth\nInvestors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh provided insight into how hybrid cloud drives revenue in some of IBM’s other divisions.\n\n For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.\n\nOf course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.\nBecause hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.\nI reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm forecasts a CAGR of 18.73% from 2021 through 2026.\nInvestors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.\nThe following chart provides a record of the firm’s total cloud growth over the last six quarters.\nSource: Company reports / Chart by Author\nAside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.\nEarly in 2019, IBM introduced the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.\nPardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence forecasts a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.\nFor additional insights regarding quantum computing and IBM’s position within that industry, I point you to my article, “IBM: Why My Eye Is Fixed On Big Blue.”\nUnderstanding Kyndryl\nOnce Kyndryl is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.\nThe split will transform IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.\nGlobal Business Services, which currently constitutes 22% of the company’s revenue, will account for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.\nIBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.\nInitially, the two companies will each be the largest customer of the other.\nWhat remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.\nHas IBM Turned The Corner?\nAnyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.\nSource: Data from ycharts / chart by author\nWhile this is not proof positive that the company is back on track, the recent trend is at least encouraging.\nIn 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.\nThe CEO recently stated he expects IBM to generate $12 billion to $13 billion in FCF in 2022.\nDebt And Dividend\nWhile investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.\nThe company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.\nSource: IBM Presentation\nIBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.\nIs IBM Stock Overvalued?\nIBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.\nIBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.\nThe 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.\nI believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.\nIs IBM Stock A Good Long-Term Investment?\nIBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.\nThat the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.\nIf management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.\nIBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.\nAll considered, I rate IBM as a BUY.\nI think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.","news_type":1,"symbols_score_info":{"IBM":0.9}},"isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952732485,"gmtCreate":1674959821448,"gmtModify":1676538968100,"author":{"id":"3581200262553112","authorId":"3581200262553112","name":"croissant","avatar":"https://static.tigerbbs.com/6c22db7fb1972d2d6ef36312e21e5d4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581200262553112","idStr":"3581200262553112"},"themes":[],"htmlText":"Happy new year This is a wet new year","listText":"Happy new year This is a wet new year","text":"Happy new year This is a wet new year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952732485","isVote":1,"tweetType":1,"viewCount":3613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}