Jerryc_hi personal page - To The Moon

Jerryc_hi

Jerryc_hi

No personal profile

16Follow

0Followers

0Topic

0Badge

2024-10-18

2023-05-16

$Sea Ltd(SE)$ go go up to up

2023-04-20

$Sea Ltd(SE)$ To the moon

2022-11-02

$基因編輯(BK4556)$$Twitter(TWTR)$

2022-10-19

2022-10-13

2022-07-05

read

Sorry, the original content has been removed

2022-07-05

read

US e-commerce stocks are oversold! Time to bargain hunting?

2022-02-22

sad QQ

Sorry, the original content has been removed

2022-02-22

sad

Market Roundup | Panic Index Soars 15%! "Gold Sucking Beast" soared by 220%!

2022-02-16

gogo

Sorry, the original content has been removed

2022-02-08

thanks

Financial report preview | Uber's online ride-hailing and food delivery businesses are mixed, and Lyft's turnaround can be expected to turn losses into profits

2022-02-03

ok

Goldman Sachs thinks that the present is a good opportunity for US stocks to "buy on dips". Where is the basis?

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4102210854556020","uuid":"4102210854556020","gmtCreate":1639108160206,"gmtModify":1639416898277,"name":"Jerryc_hi","pinyin":"jerrychijerrychi","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/7db6afb232ab7ba571692fd0fcd383e6","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":16,"tweetSize":19,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":3,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.19","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.06.07","exceedPercentage":"80.37%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":2,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":361158154035232,"gmtCreate":1729213470528,"gmtModify":1729213475355,"author":{"id":"4102210854556020","authorId":"4102210854556020","name":"Jerryc_hi","avatar":"https://static.tigerbbs.com/7db6afb232ab7ba571692fd0fcd383e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102210854556020","idStr":"4102210854556020"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$蘋果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$蘋果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$蘋果(AAPL)$","images":[{"img":"https://community-static.tradeup.com/news/b4b50cdddaf115c5823fa2db41743894","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361158154035232","isVote":1,"tweetType":1,"viewCount":2457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9970893173,"gmtCreate":1684236067593,"gmtModify":1684236070471,"author":{"id":"4102210854556020","authorId":"4102210854556020","name":"Jerryc_hi","avatar":"https://static.tigerbbs.com/7db6afb232ab7ba571692fd0fcd383e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102210854556020","idStr":"4102210854556020"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v> go go up to up","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v> go go up to up","text":"$Sea Ltd(SE)$ go go up to up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970893173","isVote":1,"tweetType":1,"viewCount":2484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944404340,"gmtCreate":1681984484081,"gmtModify":1681984486987,"author":{"id":"4102210854556020","authorId":"4102210854556020","name":"Jerryc_hi","avatar":"https://static.tigerbbs.com/7db6afb232ab7ba571692fd0fcd383e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102210854556020","idStr":"4102210854556020"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v> To the moon","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v> To the moon","text":"$Sea Ltd(SE)$ To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944404340","isVote":1,"tweetType":1,"viewCount":2234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985268429,"gmtCreate":1667401871562,"gmtModify":1676537912128,"author":{"id":"4102210854556020","authorId":"4102210854556020","name":"Jerryc_hi","avatar":"https://static.tigerbbs.com/7db6afb232ab7ba571692fd0fcd383e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102210854556020","idStr":"4102210854556020"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BK4556\">$基因編輯(BK4556)$</a><a href=\"https://ttm.financial/S/TWTR\">$Twitter(TWTR)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/BK4556\">$基因編輯(BK4556)$</a><a href=\"https://ttm.financial/S/TWTR\">$Twitter(TWTR)$</a><v-v data-views=\"1\"></v-v>","text":"$基因編輯(BK4556)$$Twitter(TWTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985268429","isVote":1,"tweetType":1,"viewCount":3648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983143166,"gmtCreate":1666190984656,"gmtModify":1676537720463,"author":{"id":"4102210854556020","authorId":"4102210854556020","name":"Jerryc_hi","avatar":"https://static.tigerbbs.com/7db6afb232ab7ba571692fd0fcd383e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102210854556020","idStr":"4102210854556020"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a><v-v data-views=\"0\"></v-v>","text":"$Sea Ltd(SE)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983143166","isVote":1,"tweetType":1,"viewCount":2823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980318168,"gmtCreate":1665649144954,"gmtModify":1676537642692,"author":{"id":"4102210854556020","authorId":"4102210854556020","name":"Jerryc_hi","avatar":"https://static.tigerbbs.com/7db6afb232ab7ba571692fd0fcd383e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102210854556020","idStr":"4102210854556020"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a><v-v data-views=\"0\"></v-v>","text":"$Sea Ltd(SE)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980318168","isVote":1,"tweetType":1,"viewCount":2263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047496270,"gmtCreate":1656953029590,"gmtModify":1676535921266,"author":{"id":"4102210854556020","authorId":"4102210854556020","name":"Jerryc_hi","avatar":"https://static.tigerbbs.com/7db6afb232ab7ba571692fd0fcd383e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102210854556020","idStr":"4102210854556020"},"themes":[],"htmlText":"read","listText":"read","text":"read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047496270","repostId":"2248366934","repostType":4,"isVote":1,"tweetType":1,"viewCount":2024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047496185,"gmtCreate":1656952995147,"gmtModify":1676535921266,"author":{"id":"4102210854556020","authorId":"4102210854556020","name":"Jerryc_hi","avatar":"https://static.tigerbbs.com/7db6afb232ab7ba571692fd0fcd383e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102210854556020","idStr":"4102210854556020"},"themes":[],"htmlText":"read","listText":"read","text":"read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047496185","repostId":"2248395818","repostType":4,"repost":{"id":"2248395818","kind":"highlight","pubTimestamp":1656915796,"share":"https://ttm.financial/m/news/2248395818?lang=en_US&edition=fundamental","pubTime":"2022-07-04 14:23","market":"us","language":"zh","title":"US e-commerce stocks are oversold! Time to bargain hunting?","url":"https://stock-news.laohu8.com/highlight/detail?id=2248395818","media":"智通财经网","summary":"曾一度受益于疫情红利的知名企业Shopify、Etsy、Revolve  Group和Wayfair在今年迄今都下降了50%或更多。此外，The  RealReal、ThredUp和Rent The ","content":"<p><html><head></head><body>Well-known enterprises that once benefited from the dividend of the pandemic<a href=\"https://laohu8.com/S/SHOP\">Shopify</a>、<a href=\"https://laohu8.com/S/ETSY\">Etsy</a>、<a href=\"https://laohu8.com/S/RVLV\">Revolve Group</a>And<a href=\"https://laohu8.com/S/W\">Wayfair</a>They have declined by 50% or more year-to-date. In addition,<a href=\"https://laohu8.com/S/REAL\">The RealReal</a>、<a href=\"https://laohu8.com/S/TDUP\">ThredUp</a>And<a href=\"https://laohu8.com/S/RENT\">Rent The Runway</a>Such small companies that rely on online shopping have not performed well either, with some falling by more than 80%, even e-commerce giants<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Not immune, its vast business covers many industries beyond its flagship e-commerce business, but the company's sales fell by more than 35% in the middle of this year.</p><p>At a time when these most popular stocks are in such a spectacular decline, the idea of bargain-hunting e-commerce stocks is beginning to happen given the possibility of overreaction in the market. This article will explain whether the time has come for e-commerce stocks that plunged in the first half of this year to bargain-hunting.</p><p><b>Recession Risk Adds to Market Pessimism</b></p><p>In addition to inflation, a series of reports of consumer confidence and a potential recession continue to fuel pessimism as US inflation rose 8.6% in May, the highest level of growth in more than 40 years, Zhitong Finance APP has learned.</p><p><img src=\"https://static.tigerbbs.com/191153342ac8ca45ef819851a0055e18\" tg-width=\"902\" tg-height=\"584\" referrerpolicy=\"no-referrer\"/></p><p>Figure 1</p><p>Moreover, consumer confidence fell to its lowest level since the Great Recession in the latest month.</p><p><img src=\"https://static.tigerbbs.com/7f8702bde8cc3fd7eaf651082b434535\" tg-width=\"899\" tg-height=\"362\" referrerpolicy=\"no-referrer\"/></p><p>Figure 2</p><p>Joanne Hsu, head of consumer surveys, commented on the latest findings: \"Consumer (sentiment) across income, age, education, geographic region, political party, stock holdings and housing conditions has all declined significantly, and consumer uncertainty about long-term inflation has reached its highest level since 1991 and continues to rise significantly from 2021.\"</p><p>The survey also showed that 79% of consumers expect a bad business environment in the coming year, and 47% of respondents attribute the decline in their living standards to inflation, which is also in line with data from the \"Great Recession\" era.</p><p>It is understood that as inflation rises and oil prices continue to soar, it will lead to a decline in living standards, and consumers will tighten their belts even if a severe recession is avoided. As a result, many analysts are even wary of the sharp decline in e-commerce stocks so far this year as a sign of a bottom.</p><p>according to<a href=\"https://laohu8.com/S/UBS\">UBS</a>The likelihood of a near-term recession has doubled to 26% since the spring. Although the extent of the recession is uncertain, the bank said that even a milder scenario in 2001 would mean that e-commerce stocks would continue to decline.</p><p>It is understood that the bank will<a href=\"https://laohu8.com/S/EBAY\">eBay</a>(EBAY.US) and Farfetch (FTCH.US) were downgraded to Neutral from Buy, and Amazon, Etsy, the RealReal, StitchFix, ContextLogic and MYT Netherlands price targets were also lowered.</p><p>However, not everyone is pessimistic about the outlook for internet retail. In response to the COVID pandemic, the Federal Reserve has unleashed unprecedented stimulus measures to stimulate the economy, and the personal savings of American consumers have also surged post-pandemic. Raymond James estimates that these measures have led to more than $2 trillion in excess savings going to American consumers. The bank estimates that of this staggering figure, only about 10% of the excess funds are being used by new consumer groups.</p><p><img src=\"https://static.tigerbbs.com/f63d9e9e649855550740c674bf2e7f02\" tg-width=\"905\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p>Figure 3</p><p>Moreover, unemployment remains at an all-time low despite growing uncertainty in the business and cautious statements from tech executives. Indeed, the unemployment surge seen during Covid layoffs has flipped dramatically over the past two years, returning the labor market to an incredibly tight state.</p><p><img src=\"https://static.tigerbbs.com/70a6bf38c385521692a95a65f218918f\" tg-width=\"902\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Figure 4</p><p>If inflation starts to pull back from its peak, as more optimistic economists expect, then taken together, these indicators suggest that consumers are arguably relatively strong despite declining confidence.</p><p><b>Can U.S. e-commerce stocks bargain-hunting?</b></p><p>A recent McKinsey report noted that the market's potential overestimation of economic headwinds coincided with an underestimation of everyday online retail. According to the consulting firm, e-commerce usage in the United States grew to 3.3 times the pre-pandemic average during the pandemic control period, especially for European markets such as Spain and the United Kingdom, and the impact was even greater.</p><p>In addition, people started shopping online in droves when the pandemic began without much choice, according to the company's latest report. But it turns out that many people love the convenience that e-commerce offers. Even as brick-and-mortar stores reopen, spending on online channels continues to climb. Since the start of the pandemic, e-commerce spending has increased 27% year-over-year, and total penetration has increased 33%, according to the data.</p><p>It follows that consumers are still resilient and online spending is higher than many expect. Therefore, the current selling scale of e-commerce stocks is likely to be overreacted by the market.</p><p>Raymond James analyst Rick Patel said: \"The share prices of the nine companies we started covering have fallen by an average of 57% so far this year, while the Nasdaq index has fallen by 26%. This leads us to believe that most of the bad news has been digested by the market. Based on a survey of about 600 consumers, we created an investment advice framework to determine which companies are oversold (the fundamentals of these companies may improve in the future).\"</p><p>Among the recommended stocks, Etsy, Revolve Group, realreal, ThredUp, Rent the Runway (RENT.US), and Brilliant Earth are rated Buy. Medical apparel supplier Figs Inc. was rated a \"Strong Buy\" after the company's stock was perceived to have seen an excessive sell-off far beyond what it should have been.</p><p>In response, Patel concluded: \"Despite the macro uncertainty, this already bodes well for a terrible situation, and we believe the market has priced in a lot of bad news. In addition, we believe the risk/reward is good for the upside, especially for those high-quality companies that meet the most conditions in our investment framework.\"</p><p></body></html></p>","source":"highlight_zhitongcaijin","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>US e-commerce stocks are oversold! Time to bargain hunting?</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\">\nUS e-commerce stocks are oversold! Time to bargain hunting?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经网</strong><span class=\"h-time small\">2022-07-04 14:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Well-known enterprises that once benefited from the dividend of the pandemic<a href=\"https://laohu8.com/S/SHOP\">Shopify</a>、<a href=\"https://laohu8.com/S/ETSY\">Etsy</a>、<a href=\"https://laohu8.com/S/RVLV\">Revolve Group</a>And<a href=\"https://laohu8.com/S/W\">Wayfair</a>They have declined by 50% or more year-to-date. In addition,<a href=\"https://laohu8.com/S/REAL\">The RealReal</a>、<a href=\"https://laohu8.com/S/TDUP\">ThredUp</a>And<a href=\"https://laohu8.com/S/RENT\">Rent The Runway</a>Such small companies that rely on online shopping have not performed well either, with some falling by more than 80%, even e-commerce giants<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Not immune, its vast business covers many industries beyond its flagship e-commerce business, but the company's sales fell by more than 35% in the middle of this year.</p><p>At a time when these most popular stocks are in such a spectacular decline, the idea of bargain-hunting e-commerce stocks is beginning to happen given the possibility of overreaction in the market. This article will explain whether the time has come for e-commerce stocks that plunged in the first half of this year to bargain-hunting.</p><p><b>Recession Risk Adds to Market Pessimism</b></p><p>In addition to inflation, a series of reports of consumer confidence and a potential recession continue to fuel pessimism as US inflation rose 8.6% in May, the highest level of growth in more than 40 years, Zhitong Finance APP has learned.</p><p><img src=\"https://static.tigerbbs.com/191153342ac8ca45ef819851a0055e18\" tg-width=\"902\" tg-height=\"584\" referrerpolicy=\"no-referrer\"/></p><p>Figure 1</p><p>Moreover, consumer confidence fell to its lowest level since the Great Recession in the latest month.</p><p><img src=\"https://static.tigerbbs.com/7f8702bde8cc3fd7eaf651082b434535\" tg-width=\"899\" tg-height=\"362\" referrerpolicy=\"no-referrer\"/></p><p>Figure 2</p><p>Joanne Hsu, head of consumer surveys, commented on the latest findings: \"Consumer (sentiment) across income, age, education, geographic region, political party, stock holdings and housing conditions has all declined significantly, and consumer uncertainty about long-term inflation has reached its highest level since 1991 and continues to rise significantly from 2021.\"</p><p>The survey also showed that 79% of consumers expect a bad business environment in the coming year, and 47% of respondents attribute the decline in their living standards to inflation, which is also in line with data from the \"Great Recession\" era.</p><p>It is understood that as inflation rises and oil prices continue to soar, it will lead to a decline in living standards, and consumers will tighten their belts even if a severe recession is avoided. As a result, many analysts are even wary of the sharp decline in e-commerce stocks so far this year as a sign of a bottom.</p><p>according to<a href=\"https://laohu8.com/S/UBS\">UBS</a>The likelihood of a near-term recession has doubled to 26% since the spring. Although the extent of the recession is uncertain, the bank said that even a milder scenario in 2001 would mean that e-commerce stocks would continue to decline.</p><p>It is understood that the bank will<a href=\"https://laohu8.com/S/EBAY\">eBay</a>(EBAY.US) and Farfetch (FTCH.US) were downgraded to Neutral from Buy, and Amazon, Etsy, the RealReal, StitchFix, ContextLogic and MYT Netherlands price targets were also lowered.</p><p>However, not everyone is pessimistic about the outlook for internet retail. In response to the COVID pandemic, the Federal Reserve has unleashed unprecedented stimulus measures to stimulate the economy, and the personal savings of American consumers have also surged post-pandemic. Raymond James estimates that these measures have led to more than $2 trillion in excess savings going to American consumers. The bank estimates that of this staggering figure, only about 10% of the excess funds are being used by new consumer groups.</p><p><img src=\"https://static.tigerbbs.com/f63d9e9e649855550740c674bf2e7f02\" tg-width=\"905\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p>Figure 3</p><p>Moreover, unemployment remains at an all-time low despite growing uncertainty in the business and cautious statements from tech executives. Indeed, the unemployment surge seen during Covid layoffs has flipped dramatically over the past two years, returning the labor market to an incredibly tight state.</p><p><img src=\"https://static.tigerbbs.com/70a6bf38c385521692a95a65f218918f\" tg-width=\"902\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Figure 4</p><p>If inflation starts to pull back from its peak, as more optimistic economists expect, then taken together, these indicators suggest that consumers are arguably relatively strong despite declining confidence.</p><p><b>Can U.S. e-commerce stocks bargain-hunting?</b></p><p>A recent McKinsey report noted that the market's potential overestimation of economic headwinds coincided with an underestimation of everyday online retail. According to the consulting firm, e-commerce usage in the United States grew to 3.3 times the pre-pandemic average during the pandemic control period, especially for European markets such as Spain and the United Kingdom, and the impact was even greater.</p><p>In addition, people started shopping online in droves when the pandemic began without much choice, according to the company's latest report. But it turns out that many people love the convenience that e-commerce offers. Even as brick-and-mortar stores reopen, spending on online channels continues to climb. Since the start of the pandemic, e-commerce spending has increased 27% year-over-year, and total penetration has increased 33%, according to the data.</p><p>It follows that consumers are still resilient and online spending is higher than many expect. Therefore, the current selling scale of e-commerce stocks is likely to be overreacted by the market.</p><p>Raymond James analyst Rick Patel said: \"The share prices of the nine companies we started covering have fallen by an average of 57% so far this year, while the Nasdaq index has fallen by 26%. This leads us to believe that most of the bad news has been digested by the market. Based on a survey of about 600 consumers, we created an investment advice framework to determine which companies are oversold (the fundamentals of these companies may improve in the future).\"</p><p>Among the recommended stocks, Etsy, Revolve Group, realreal, ThredUp, Rent the Runway (RENT.US), and Brilliant Earth are rated Buy. Medical apparel supplier Figs Inc. was rated a \"Strong Buy\" after the company's stock was perceived to have seen an excessive sell-off far beyond what it should have been.</p><p>In response, Patel concluded: \"Despite the macro uncertainty, this already bodes well for a terrible situation, and we believe the market has priced in a lot of bad news. In addition, we believe the risk/reward is good for the upside, especially for those high-quality companies that meet the most conditions in our investment framework.\"</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/749143.html\">智通财经网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/23a9d56257006191bc6800facfd4bdb2","relate_stocks":{"TDUP":"ThredUp Inc.","REAL":"The RealReal","ETSY":"Etsy, Inc.","RVLV":"Revolve Group, LLC","SHOP":"Shopify Inc","RENT":"Rent the Runway, Inc.","W":"Wayfair"},"source_url":"http://www.zhitongcaijing.com/content/detail/749143.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2248395818","content_text":"曾一度受益于疫情红利的知名企业Shopify、Etsy、Revolve  Group和Wayfair在今年迄今都下降了50%或更多。此外，The  RealReal、ThredUp和Rent The  Runway这样依赖网购的小型公司的表现也不太好，其中一些公司的跌幅甚至超过80%，就连电商巨头亚马逊也未能幸免，其庞大的业务涵盖了其旗舰电商业务之外的众多行业，但该公司今年年中销售额下滑幅度仍超过35%。在这些最受欢迎的股票出现如此惊人的下跌之际，考虑到市场可能出现反应过度的情况，人们便开始有了抄底电商股的想法。本文将阐述今年上半年暴跌的电商股是否抄底时机已到。经济衰退风险加剧市场悲观情绪智通财经APP获悉，美国5月通胀率上升8.6%，创下40多年来的最高增长水平，除通胀外，消费者信心和潜在衰退的一系列报告继续加剧悲观情绪。图1此外，消费者信心指数在最近一个月下降到大衰退以来的最低水平。图2消费者调查主管Joanne  Hsu对最新调查结果评论道:“不同收入、年龄、教育程度、地理区域、政治党派、股票持有情况和住房状况的消费者(情绪)都出现了大幅下降，消费者对长期通货膨胀的不确定性也达到了1991年以来的最高水平，从2021年开始持续大幅上升。”调查还显示，79%的消费者预计未来一年的商业环境会很糟糕，47%的受访者将他们生活水平的下降归因于通货膨胀，这也与“大衰退”时期的数据一致。据了解，随着通货膨胀加剧和油价持续飙升，将导致生活水平的下降，即使避免了严重的经济衰退，消费者也会勒紧裤腰带过日子。因此，许多分析师甚至对今年迄今电商股的大幅下跌持谨慎态度，认为这是底部的迹象。根据瑞银的数据，自春季以来，近期经济衰退的可能性翻了一番，达到26%。尽管衰退程度尚不确定，但该行表示，即便是2001年那种较为温和的情景，也意味着电商股将持续下行。据了解，该行在一份研报中将eBay(EBAY.US)和Farfetch(FTCH.US)评级从“买入”下调为“中性”，亚马逊、Etsy、the  RealReal、StitchFix、ContextLogic和MYT  Netherlands目标价也被下调。然而，并非所有人都对互联网零售的前景感到悲观。为了应对新冠疫情，美联储为了刺激经济展开前所未有的刺激措施，而美国消费者的个人储蓄也在疫情后激增。据Raymond  James估计，这些措施导致逾2万亿美元的过剩储蓄流向美国消费者。该银行估计，在这个惊人的数字中，只有大约10%的过剩资金被新消费群体使用。图3此外，尽管业务的不确定性不断增加，科技公司高管也发表了谨慎的声明，但失业率仍处于历史最低水平。事实上，在过去两年中，新冠疫情裁员期间出现的失业率激增已经急剧翻转，使劳动力市场恢复到令人难以置信的紧张状态。图4如果通胀像更为乐观的经济学家所预期的那样开始从峰值回落，那么综合来看，这些指标表明，尽管消费者信心下降，但可以说消费者仍相对强劲。美股电商股能抄底吗?麦肯锡最近的一份报告指出，市场对经济逆风的潜在高估，与对日常在线零售的低估相吻合。根据这家咨询公司的数据，在受疫情管控期间，美国电子商务使用量增长到疫情前平均水平的3.3倍，尤其对于西班牙和英国等欧洲市场，影响甚至更大。此外，据该公司最新报告指出，疫情开始时，人们没有太多选择，就开始成群结队地在网上购物。但事实证明，许多人喜欢电子商务提供的便利。即使实体店重新开张，在线渠道的支出也在继续攀升。数据显示，自疫情开始以来，电子商务支出同比增长了27%，总渗透率增加了33%。由此可见，消费者仍有弹性，网上消费比许多人预期的要高。因此，当前电商股的抛售规模很有可能是市场反应过度。Raymond James分析师Rick  Patel表示：“我们开始报道的9家公司今年迄今股价平均下跌了57%，而纳斯达克指数下跌了26%。这让我们相信，大部分坏消息已被市场消化。我们根据对约600名消费者的调查，创建了一个投资建议框架，以确定哪些公司出现了超卖(这些公司的未来基本面可能会改善)。”在推荐的股票中，Etsy、Revolve Group、realreal、ThredUp、Rent the  Runway(RENT.US)和Brilliant Earth被评为“买入”。医疗服装供应商Figs  Inc.被评为“强力买入”，因为该公司的股票被认为出现了远远超出其应有水平的过度抛售。对此，Patel总结道：“尽管宏观上存在不确定性，但这已经预示着一种可怕的局面，而且我们认为市场已经消化了大量的坏消息。此外，我们相信风险/回报有利于上涨，尤其是对那些在我们投资框架中符合最多条件的高质量公司。”","news_type":1,"symbols_score_info":{"REAL":0.9,"RVLV":0.9,"SHOP":0.9,"ETSY":0.9,"W":0.9,"TDUP":0.9,"RENT":0.9}},"isVote":1,"tweetType":1,"viewCount":2187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097406512,"gmtCreate":1645519843426,"gmtModify":1676534035331,"author":{"id":"4102210854556020","authorId":"4102210854556020","name":"Jerryc_hi","avatar":"https://static.tigerbbs.com/7db6afb232ab7ba571692fd0fcd383e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102210854556020","idStr":"4102210854556020"},"themes":[],"htmlText":"sad QQ","listText":"sad QQ","text":"sad QQ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097406512","repostId":"1100647574","repostType":4,"isVote":1,"tweetType":1,"viewCount":2799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097406209,"gmtCreate":1645519814126,"gmtModify":1676534035324,"author":{"id":"4102210854556020","authorId":"4102210854556020","name":"Jerryc_hi","avatar":"https://static.tigerbbs.com/7db6afb232ab7ba571692fd0fcd383e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102210854556020","idStr":"4102210854556020"},"themes":[],"htmlText":"sad","listText":"sad","text":"sad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097406209","repostId":"1102618725","repostType":4,"repost":{"id":"1102618725","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":1645518400,"share":"https://ttm.financial/m/news/1102618725?lang=en_US&edition=fundamental","pubTime":"2022-02-22 16:26","market":"us","language":"zh","title":"Market Roundup | Panic Index Soars 15%! \"Gold Sucking Beast\" soared by 220%!","url":"https://stock-news.laohu8.com/highlight/detail?id=1102618725","media":"老虎资讯综合","summary":"摘要：美国三大股指期货下挫，VIX恐慌指数飙升15%；港股再度大跌，恒生科技指数盘中刷新历史低点；欧洲主要指数集体下挫，国际油价上涨，美油报94.78美元/桶，日内涨幅超5%。要闻消息称滴滴将从3月4","content":"<p><html><head></head><body><b>Abstract: The futures of the three major U.S. stock indexes fell, and the VIX panic index soared by 15%; Hong Kong stocks plunged again, and the Hang Seng Technology Index set a record low in intraday session; Major European indexes fell collectively, and international oil prices rose. U.S. oil was reported at $94.78/barrel, an intraday increase of more than 5%.</b><b>Important News</b></p><p><b>The message said<a href=\"https://laohu8.com/S/DIDI\">Didi</a>It will cease operations in Russia and Kazakhstan from March 4</b></p><p>According to Russian TASS news agency and Sputnik news agency,<a href=\"https://laohu8.com/S/DIDI\">Didi</a>Irina Guschina, director of public relations in Russia and the CIS, said the company will cease operations in Russia and Kazakhstan from March 4 this year. Guschina said that due to changing market conditions and other challenges, the company cannot guarantee its performance in Russia and Kazakhstan at present. The relevant situation has been informed to drivers, partners and passengers. In the future, the company will continue to focus on business development and investment in Latin American countries and some markets in the Asia-Pacific region, the Middle East and Africa.</p><p><b><a href=\"https://laohu8.com/S/SOHU\">SOHU</a>2021 earnings of $79 million, up 54.9% year-over-year</b></p><p><a href=\"https://laohu8.com/S/SOHU\">SOHU</a>The announcement of the fourth quarter of 2021 and 2021 annual financial reports showed that the total revenue in the fourth quarter of 2021 was 193 million USD. Of that, brand advertising revenue was $34 million and online gaming revenue was $144 million. Annual Report 2021<a href=\"https://laohu8.com/S/SOHU\">SOHU</a>Total revenue for the year was $836 million, up 11% year over year. Of that, brand advertising revenue was $135 million and online gaming revenue was $638 million. Non-GAAP net income from continuing operations attributable to Sohu was $79 million, up 54.9% year-over-year</p><p><b><a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>: Net loss reached 1.045 billion yuan in the third quarter of 2021</b></p><p><a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>Issues unaudited financial report for the third quarter ended September 30, 2021. Revenue in the third quarter was 1,114.9 million yuan, compared with 1,965.8 million yuan in the same period last year. The net loss was 1,0446 million yuan, compared with a net loss of 932.5 million yuan in the same period last year.</p><p><b>Chuan<a href=\"https://laohu8.com/S/AAPL\">Apple</a>AR/VR Headset Completes Key Production Testing, Expected to Debut Before End of 2022</b></p><p>According to reports,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Has completed critical production testing of its augmented reality (AR) and virtual reality (VR) headsets – Phase 2 of Engineering Validation Testing (EVT2) to ensure prototype devices comply with<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It is expected to be unveiled before the end of 2022. Sources say that Apple's mixed reality headset, which will be launched in 2022, will feature three displays. The configuration of the display will include two micro OLED displays (4K) and an AMOLED panel,<a href=\"https://laohu8.com/S/SNE\">Sony</a>The tiny OLED display that Apple will use will be offered.</p><p><b>Tegna is rumored to be held at $24 per share by Standard General and<a href=\"https://laohu8.com/S/APO\">Apollo Global Management</a>Acquisition</b></p><p>According to people familiar with the matter, Standard General and<a href=\"https://laohu8.com/S/APOL\">Apollo</a>Global Management Nears Acquisition<a href=\"https://laohu8.com/S/00511\">Television broadcasting</a>Company Tegna (TEGNA.US), with a deal value of $24 per share, and an agreement could be announced as early as Tuesday. The buyer agreed to pay an additional per-share amount for the regulator's monthly review after the initial period, considering the deal could be subject to antitrust scrutiny, the person said.<a href=\"https://laohu8.com/S/APOL\">Apollo</a>Will get Tegna's preferred shares, but will not have voting rights.</p><p><b>Hong Kong stock</b></p><p>The situation in Russia and Ukraine continued to stir up the global market, and Hong Kong stocks fell sharply again. The Hang Seng Index fell by 2.69%, plummeting 650 points, the H-Share Index fell by 2.19%, and the Hang Seng Technology Index fell by 1.89%, setting a record low in the intraday session.</p><p>On the disk, weighted technology stocks and big financial stocks fell, dragging down the market sentiment. Meituan fell by more than 5% again, and fell by 22% on the 3rd.<a href=\"https://laohu8.com/S/09618\">Jingdong</a>、<a href=\"https://laohu8.com/S/09988\">Alibaba</a>And millet all went lower,<a href=\"https://laohu8.com/S/601318\">Ping An of China</a>The five major listed insurance companies all fell; Hong Kong bank stocks plummeted,<a href=\"https://laohu8.com/S/00011\">Hang Seng Bank</a>After the results, it plunged by more than 10%, and the performance was the worst. Automobile stocks, catering stocks, education stocks, pharmaceutical stocks, electric power and other sectors fell one after another.</p><p>E-cigarette concept stocks continue to decline,<a href=\"https://laohu8.com/S/06969\">Smol International</a>Down 8%,<a href=\"https://laohu8.com/S/03318\">China Bolton</a>It fell by more than 6%. The four departments issued the Special Work Plan for Cleaning up and Rectifying the Sale of E-cigarettes to Minors and Severely Cracking down on Crimes Involving E-cigarettes, and carried out special rectification work on the sale of e-cigarettes to minors from now until the end of April.</p><p>On the other hand, due to the rise of international oil prices, oil stocks strengthened against the trend, and individual sectors such as building materials and cement rose. Today, the net inflow of southbound funds against the trend was HK$1.646 billion, and the market turnover was HK$166.9 billion.</p><p><b>A Shares</b></p><p>The index fluctuated weakly throughout the day, with the Shanghai Composite Index closing down 0.9%, the Shenzhen Component Index falling 1.29% and the ChiNext Index falling 1.38%. The number of individual stocks in the two cities rose by less than 900. Northbound funds sold 7.34 billion yuan in the whole day, including 4.242 billion yuan in Shanghai Stock Connect and 3.098 billion yuan in Shenzhen Stock Connect.</p><p>Gaming stocks suffered a big beat.<a href=\"https://laohu8.com/S/002555\">Sanqi Interactive Entertainment</a>Falling limit,<a href=\"https://laohu8.com/S/300052\">Zhongqingbao</a>、<a href=\"https://laohu8.com/S/300418\">Kunlun Wanwei</a>、<a href=\"https://laohu8.com/S/002602\">Century Huatong</a>Wait for the fall.</p><p>The concept of the metaverse plummeted collectively.<a href=\"https://laohu8.com/S/000681\">Visual China</a>It fell nearly 8%,<a href=\"https://laohu8.com/S/300556\">Silk Road Vision</a>、<a href=\"https://laohu8.com/S/300031\">Baotong Technology</a>、<a href=\"https://laohu8.com/S/300459\">Tom Cat</a>Wait for the fall.</p><p>The concept trend of numbering in the east and numbering in the west differentiates.<a href=\"https://laohu8.com/S/300249\">Emican</a>、<a href=\"https://laohu8.com/S/600797\">Zhejiang University Insigma</a>Wait for the daily limit of multiple stocks, $ Huayang<a href=\"https://laohu8.com/S/06899\">Lianzhong</a>(603825) $ fell by more than 8%,<a href=\"https://laohu8.com/S/002987\">Beijing North</a>、<a href=\"https://laohu8.com/S/300130\">New national capital</a>Wait for the fall.</p><p>The concept of gold soared collectively.<a href=\"https://laohu8.com/S/002716\">Jingui Silver</a>、<a href=\"https://laohu8.com/S/601069\">Western Gold</a>daily limit,<a href=\"https://laohu8.com/S/600988\">Chifeng Gold</a>、<a href=\"https://laohu8.com/S/600547\">Shandong Gold</a>、<a href=\"https://laohu8.com/S/600489\">CICC Gold</a>Wait for it to rise.</p><p>Energy metals strengthened.<a href=\"https://laohu8.com/S/002240\">Shengxin Lithium Energy</a>rose by more than 8%,<a href=\"https://laohu8.com/S/000762\">Tibet Mining Industry</a>、<a href=\"https://laohu8.com/S/002466\">Tianqi Lithium</a>、<a href=\"https://laohu8.com/S/002460\">Ganfeng Lithium</a>Wait for it to rise.</p><p>Cultivated diamond concept stocks bucked the trend and moved higher.<a href=\"https://laohu8.com/S/300945\">Mancaron</a>It rose by more than 14%,<a href=\"https://laohu8.com/S/000519\">Red Arrow of Middle Soldier</a>、<a href=\"https://laohu8.com/S/300179\">Sifangda</a>、<a href=\"https://laohu8.com/S/600172\">Yellow River Cyclone</a>、<a href=\"https://laohu8.com/S/301071\">Power Diamond</a>Follow up.</p><p><b>Individual stocks</b></p><p><a href=\"https://laohu8.com/S/300249\">Emican</a>\"20cm\" daily limit for three consecutive days,<a href=\"https://laohu8.com/S/300249\">Emican</a>Last night, the announcement of the change of stock trading was disclosed. The company's current business includes two fields: information data and environmental protection governance. Among them, the business in the field of information data will face opportunities and challenges under the national project plan of \"East Digital and West Calculation\". However, the impact of the introduction of this policy on the company's performance depends on multiple factors such as the promotion and operation of related businesses, cost control ability, etc. The company can't accurately predict its impact on the company's operating performance.<img src=\"https://static.tigerbbs.com/8cd3acd94aa1a42f73d2b7cb455c05fd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>N Newtag, a new stock listed today, has become a proper \"gold-absorbing beast\", once rising by 294% in the session. The stock surged 221% at the close; The Company's core business focuses on automobile lightweight, and its main products include automobile suspension shock-absorbing support, suspension system plastic parts, interior and exterior decoration plastic parts and other automobile parts and components that adapt to the trend of automobile lightweight, energy conservation and environmental protection.<img src=\"https://static.tigerbbs.com/d0e3eeb3b714fd86ac3a5f30cda2bdee\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><b>U.S. stocks</b></p><p>The three major stock index futures in the United States fell before the market. As of press time, the Dow futures fell 1.35%; S&P 500 futures fell 1.63%; Nasdaq 100 futures fell 2.50%. The VIX panic index surged 15% to its highest level since Feb. 14.<img src=\"https://static.tigerbbs.com/fffdf54b88fccf43d0a1e4dae07a5bad\" tg-width=\"828\" tg-height=\"226\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/ac443f07cd209666430a2df9d0205dc1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>European shares</b></p><p>Europe's major indexes fell collectively, with the Stoxx 50 index falling 2.10 percent,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index fell 1.44%, and Germany's DAX30 index fell 2.28%.<img src=\"https://static.tigerbbs.com/f648df6567dc7272d759479fe80c511f\" tg-width=\"830\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/><b>crude oil</b></p><p>International oil prices rose, with U.S. oil reported at $94.78/barrel, an intraday increase of 5.07%; Brent oil is now traded at $96.13/barrel, up 3.40% in the day.</p><p>International oil prices have soared. In the short term, due to the continuous escalation of the Russia-Ukraine crisis, the bullish sentiment of oil prices is still high.</p><p><b>Gold</b></p><p>Spot gold rose 0.59% to $1,909.70/oz during the day.</p><p>International gold prices hit their highs since June 1, 2021, as rising tensions in Eastern Europe after Russia ordered troops into breakaway regions in eastern Ukraine, coupled with heating inflation, strengthened market demand for safe-haven gold.</p><p></body></html></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>Market Roundup | Panic Index Soars 15%! \"Gold Sucking Beast\" soared by 220%!</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\">\nMarket Roundup | Panic Index Soars 15%! \"Gold Sucking Beast\" soared by 220%!\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\">2022-02-22 16:26</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Abstract: The futures of the three major U.S. stock indexes fell, and the VIX panic index soared by 15%; Hong Kong stocks plunged again, and the Hang Seng Technology Index set a record low in intraday session; Major European indexes fell collectively, and international oil prices rose. U.S. oil was reported at $94.78/barrel, an intraday increase of more than 5%.</b><b>Important News</b></p><p><b>The message said<a href=\"https://laohu8.com/S/DIDI\">Didi</a>It will cease operations in Russia and Kazakhstan from March 4</b></p><p>According to Russian TASS news agency and Sputnik news agency,<a href=\"https://laohu8.com/S/DIDI\">Didi</a>Irina Guschina, director of public relations in Russia and the CIS, said the company will cease operations in Russia and Kazakhstan from March 4 this year. Guschina said that due to changing market conditions and other challenges, the company cannot guarantee its performance in Russia and Kazakhstan at present. The relevant situation has been informed to drivers, partners and passengers. In the future, the company will continue to focus on business development and investment in Latin American countries and some markets in the Asia-Pacific region, the Middle East and Africa.</p><p><b><a href=\"https://laohu8.com/S/SOHU\">SOHU</a>2021 earnings of $79 million, up 54.9% year-over-year</b></p><p><a href=\"https://laohu8.com/S/SOHU\">SOHU</a>The announcement of the fourth quarter of 2021 and 2021 annual financial reports showed that the total revenue in the fourth quarter of 2021 was 193 million USD. Of that, brand advertising revenue was $34 million and online gaming revenue was $144 million. Annual Report 2021<a href=\"https://laohu8.com/S/SOHU\">SOHU</a>Total revenue for the year was $836 million, up 11% year over year. Of that, brand advertising revenue was $135 million and online gaming revenue was $638 million. Non-GAAP net income from continuing operations attributable to Sohu was $79 million, up 54.9% year-over-year</p><p><b><a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>: Net loss reached 1.045 billion yuan in the third quarter of 2021</b></p><p><a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>Issues unaudited financial report for the third quarter ended September 30, 2021. Revenue in the third quarter was 1,114.9 million yuan, compared with 1,965.8 million yuan in the same period last year. The net loss was 1,0446 million yuan, compared with a net loss of 932.5 million yuan in the same period last year.</p><p><b>Chuan<a href=\"https://laohu8.com/S/AAPL\">Apple</a>AR/VR Headset Completes Key Production Testing, Expected to Debut Before End of 2022</b></p><p>According to reports,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Has completed critical production testing of its augmented reality (AR) and virtual reality (VR) headsets – Phase 2 of Engineering Validation Testing (EVT2) to ensure prototype devices comply with<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It is expected to be unveiled before the end of 2022. Sources say that Apple's mixed reality headset, which will be launched in 2022, will feature three displays. The configuration of the display will include two micro OLED displays (4K) and an AMOLED panel,<a href=\"https://laohu8.com/S/SNE\">Sony</a>The tiny OLED display that Apple will use will be offered.</p><p><b>Tegna is rumored to be held at $24 per share by Standard General and<a href=\"https://laohu8.com/S/APO\">Apollo Global Management</a>Acquisition</b></p><p>According to people familiar with the matter, Standard General and<a href=\"https://laohu8.com/S/APOL\">Apollo</a>Global Management Nears Acquisition<a href=\"https://laohu8.com/S/00511\">Television broadcasting</a>Company Tegna (TEGNA.US), with a deal value of $24 per share, and an agreement could be announced as early as Tuesday. The buyer agreed to pay an additional per-share amount for the regulator's monthly review after the initial period, considering the deal could be subject to antitrust scrutiny, the person said.<a href=\"https://laohu8.com/S/APOL\">Apollo</a>Will get Tegna's preferred shares, but will not have voting rights.</p><p><b>Hong Kong stock</b></p><p>The situation in Russia and Ukraine continued to stir up the global market, and Hong Kong stocks fell sharply again. The Hang Seng Index fell by 2.69%, plummeting 650 points, the H-Share Index fell by 2.19%, and the Hang Seng Technology Index fell by 1.89%, setting a record low in the intraday session.</p><p>On the disk, weighted technology stocks and big financial stocks fell, dragging down the market sentiment. Meituan fell by more than 5% again, and fell by 22% on the 3rd.<a href=\"https://laohu8.com/S/09618\">Jingdong</a>、<a href=\"https://laohu8.com/S/09988\">Alibaba</a>And millet all went lower,<a href=\"https://laohu8.com/S/601318\">Ping An of China</a>The five major listed insurance companies all fell; Hong Kong bank stocks plummeted,<a href=\"https://laohu8.com/S/00011\">Hang Seng Bank</a>After the results, it plunged by more than 10%, and the performance was the worst. Automobile stocks, catering stocks, education stocks, pharmaceutical stocks, electric power and other sectors fell one after another.</p><p>E-cigarette concept stocks continue to decline,<a href=\"https://laohu8.com/S/06969\">Smol International</a>Down 8%,<a href=\"https://laohu8.com/S/03318\">China Bolton</a>It fell by more than 6%. The four departments issued the Special Work Plan for Cleaning up and Rectifying the Sale of E-cigarettes to Minors and Severely Cracking down on Crimes Involving E-cigarettes, and carried out special rectification work on the sale of e-cigarettes to minors from now until the end of April.</p><p>On the other hand, due to the rise of international oil prices, oil stocks strengthened against the trend, and individual sectors such as building materials and cement rose. Today, the net inflow of southbound funds against the trend was HK$1.646 billion, and the market turnover was HK$166.9 billion.</p><p><b>A Shares</b></p><p>The index fluctuated weakly throughout the day, with the Shanghai Composite Index closing down 0.9%, the Shenzhen Component Index falling 1.29% and the ChiNext Index falling 1.38%. The number of individual stocks in the two cities rose by less than 900. Northbound funds sold 7.34 billion yuan in the whole day, including 4.242 billion yuan in Shanghai Stock Connect and 3.098 billion yuan in Shenzhen Stock Connect.</p><p>Gaming stocks suffered a big beat.<a href=\"https://laohu8.com/S/002555\">Sanqi Interactive Entertainment</a>Falling limit,<a href=\"https://laohu8.com/S/300052\">Zhongqingbao</a>、<a href=\"https://laohu8.com/S/300418\">Kunlun Wanwei</a>、<a href=\"https://laohu8.com/S/002602\">Century Huatong</a>Wait for the fall.</p><p>The concept of the metaverse plummeted collectively.<a href=\"https://laohu8.com/S/000681\">Visual China</a>It fell nearly 8%,<a href=\"https://laohu8.com/S/300556\">Silk Road Vision</a>、<a href=\"https://laohu8.com/S/300031\">Baotong Technology</a>、<a href=\"https://laohu8.com/S/300459\">Tom Cat</a>Wait for the fall.</p><p>The concept trend of numbering in the east and numbering in the west differentiates.<a href=\"https://laohu8.com/S/300249\">Emican</a>、<a href=\"https://laohu8.com/S/600797\">Zhejiang University Insigma</a>Wait for the daily limit of multiple stocks, $ Huayang<a href=\"https://laohu8.com/S/06899\">Lianzhong</a>(603825) $ fell by more than 8%,<a href=\"https://laohu8.com/S/002987\">Beijing North</a>、<a href=\"https://laohu8.com/S/300130\">New national capital</a>Wait for the fall.</p><p>The concept of gold soared collectively.<a href=\"https://laohu8.com/S/002716\">Jingui Silver</a>、<a href=\"https://laohu8.com/S/601069\">Western Gold</a>daily limit,<a href=\"https://laohu8.com/S/600988\">Chifeng Gold</a>、<a href=\"https://laohu8.com/S/600547\">Shandong Gold</a>、<a href=\"https://laohu8.com/S/600489\">CICC Gold</a>Wait for it to rise.</p><p>Energy metals strengthened.<a href=\"https://laohu8.com/S/002240\">Shengxin Lithium Energy</a>rose by more than 8%,<a href=\"https://laohu8.com/S/000762\">Tibet Mining Industry</a>、<a href=\"https://laohu8.com/S/002466\">Tianqi Lithium</a>、<a href=\"https://laohu8.com/S/002460\">Ganfeng Lithium</a>Wait for it to rise.</p><p>Cultivated diamond concept stocks bucked the trend and moved higher.<a href=\"https://laohu8.com/S/300945\">Mancaron</a>It rose by more than 14%,<a href=\"https://laohu8.com/S/000519\">Red Arrow of Middle Soldier</a>、<a href=\"https://laohu8.com/S/300179\">Sifangda</a>、<a href=\"https://laohu8.com/S/600172\">Yellow River Cyclone</a>、<a href=\"https://laohu8.com/S/301071\">Power Diamond</a>Follow up.</p><p><b>Individual stocks</b></p><p><a href=\"https://laohu8.com/S/300249\">Emican</a>\"20cm\" daily limit for three consecutive days,<a href=\"https://laohu8.com/S/300249\">Emican</a>Last night, the announcement of the change of stock trading was disclosed. The company's current business includes two fields: information data and environmental protection governance. Among them, the business in the field of information data will face opportunities and challenges under the national project plan of \"East Digital and West Calculation\". However, the impact of the introduction of this policy on the company's performance depends on multiple factors such as the promotion and operation of related businesses, cost control ability, etc. The company can't accurately predict its impact on the company's operating performance.<img src=\"https://static.tigerbbs.com/8cd3acd94aa1a42f73d2b7cb455c05fd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>N Newtag, a new stock listed today, has become a proper \"gold-absorbing beast\", once rising by 294% in the session. The stock surged 221% at the close; The Company's core business focuses on automobile lightweight, and its main products include automobile suspension shock-absorbing support, suspension system plastic parts, interior and exterior decoration plastic parts and other automobile parts and components that adapt to the trend of automobile lightweight, energy conservation and environmental protection.<img src=\"https://static.tigerbbs.com/d0e3eeb3b714fd86ac3a5f30cda2bdee\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><b>U.S. stocks</b></p><p>The three major stock index futures in the United States fell before the market. As of press time, the Dow futures fell 1.35%; S&P 500 futures fell 1.63%; Nasdaq 100 futures fell 2.50%. The VIX panic index surged 15% to its highest level since Feb. 14.<img src=\"https://static.tigerbbs.com/fffdf54b88fccf43d0a1e4dae07a5bad\" tg-width=\"828\" tg-height=\"226\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/ac443f07cd209666430a2df9d0205dc1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>European shares</b></p><p>Europe's major indexes fell collectively, with the Stoxx 50 index falling 2.10 percent,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index fell 1.44%, and Germany's DAX30 index fell 2.28%.<img src=\"https://static.tigerbbs.com/f648df6567dc7272d759479fe80c511f\" tg-width=\"830\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/><b>crude oil</b></p><p>International oil prices rose, with U.S. oil reported at $94.78/barrel, an intraday increase of 5.07%; Brent oil is now traded at $96.13/barrel, up 3.40% in the day.</p><p>International oil prices have soared. In the short term, due to the continuous escalation of the Russia-Ukraine crisis, the bullish sentiment of oil prices is still high.</p><p><b>Gold</b></p><p>Spot gold rose 0.59% to $1,909.70/oz during the day.</p><p>International gold prices hit their highs since June 1, 2021, as rising tensions in Eastern Europe after Russia ordered troops into breakaway regions in eastern Ukraine, coupled with heating inflation, strengthened market demand for safe-haven gold.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"301229":"纽泰格","VIXY":"波动率短期期货指数ETF","09988":"阿里巴巴-W","09618":"京东集团-SW","TVIX":"二倍做多VIX波动率指数短期期权ETN","UVXY":"1.5倍做多短期期货恐慌指数ETF-Proshares","HSI":"恒生指数","VIX":"标普500波动率指数","SVXY":"做空波动率指数短期期货ETF-ProShares","VXX":"短期VIX期货ETN"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102618725","content_text":"摘要：美国三大股指期货下挫，VIX恐慌指数飙升15%；港股再度大跌，恒生科技指数盘中刷新历史低点；欧洲主要指数集体下挫，国际油价上涨，美油报94.78美元/桶，日内涨幅超5%。要闻消息称滴滴将从3月4日起停止在俄罗斯及哈萨克斯坦的业务据俄罗斯塔斯社、卫星通讯社，滴滴驻俄罗斯和独联体公关总监Irina Guschina表示，该公司将从今年3月4日起停止在俄罗斯和哈萨克斯坦的业务。Guschina称，由于不断变化的市场情况以及其他挑战，公司目前无法保证在俄罗斯和哈萨克斯坦的业绩，相关情况已向司机、合作伙伴以及乘客通报，未来公司将继续专注于在拉丁美洲国家以及亚太地区、中东和非洲的一些市场的业务发展与投资。搜狐2021年盈利7900万美元，同比增54.9%搜狐公布2021年四季度及2021年度财务报告显示，2021年第四季度总收入为1.93亿美元。其中，品牌广告收入为3400万美元，在线游戏收入为1.44亿美元。2021年搜狐全年总收入为8.36亿美元，同比增长11%。其中，品牌广告收入为1.35亿美元，在线游戏收入为6.38亿美元。归于搜狐公司的非美国通用会计准则持续经营业务净利润为7900万美元，同比增长54.9%高途：2021年第三季度净亏损达10.45亿元高途发布截至2021年9月30日第三季度未经审计财务报告。第三季度收入为11.149亿元，去年同期为19.658亿元。净亏损为10.446亿元，去年同期为净亏损9.325亿元。传苹果AR/VR头显完成关键生产测试，预计将在2022年底前亮相据报道，苹果已经完成了其增强现实（AR）和虚拟现实（VR）头显的关键生产测试——第二阶段的工程验证测试（EVT2），以确保原型设备符合苹果的设计目标和规格，其预计将在2022年底前亮相。消息称，苹果将于2022年推出的混合现实头显将配备三个显示器。显示器的配置将包括两个微型OLED显示器（4K）和一个AMOLED面板，索尼将提供苹果将使用的微型OLED显示器。传Tegna将以每股24美元被Standard General和阿波罗全球管理收购据知情人士透露，Standard General和阿波罗全球管理即将达成收购电视广播公司Tegna(TEGNA.US)的交易，交易价值为每股24美元，协议最早可能在周二宣布。该知情人士表示，考虑到该交易可能受到反垄断审查，买家同意在初始期后，对监管机构每月的审查支付额外的每股金额。阿波罗将获得Tegna的优先股，但不会拥有投票权。港股俄乌局势继续搅动全球市场，港股再度大跌，恒指跌2.69%重挫650点，国指跌2.19%，恒生科技指数跌1.89%盘中刷新历史低点。盘面上，权重科技股、大金融股齐跌，拖累市场气氛。美团再跌超5%，3日累跌22%，京东、阿里巴巴、小米皆走低，中国平安等五大上市险企皆走低；香港银行股重挫，恒生银行绩后大跌超10%表现最差，汽车股、餐饮股、教育股、药品股、电力等板块纷纷下跌。电子烟概念股持续走低，思摩尔国际跌8%，中国波顿跌超6%。四部门印发《清理整治向未成年人销售电子烟严厉打击涉电子烟违法犯罪专项工作方案》，即日起至4月底开展向未成年人销售电子烟活动专项整治工作。另一方面，因国际油价上涨，石油股逆势走强，建材水泥等个别板块飘红。今日南下资金逆势净流入16.46亿港元，大市成交额为1669亿港元。A股大指数全天弱势震荡，沪指收跌0.9%，深成指跌1.29%，创业板指跌1.38%。两市个股上涨数不到900只。北向资金全天净卖出73.4亿元，其中沪股通净卖出42.42亿元，深股通净卖出30.98亿元。游戏股遭重挫。三七互娱跌停，中青宝、昆仑万维、世纪华通等跟跌。元宇宙概念集体大跌。视觉中国跌近8%，丝路视觉、宝通科技、汤姆猫等跟跌。东数西算概念走势分化。依米康、浙大网新等多股涨停，$华扬联众(603825)$跌超8%，京北方、新国都等跟跌。黄金概念集体飙涨。金贵银业、西部黄金涨停，赤峰黄金、山东黄金、中金黄金等跟涨。能源金属走强。盛新锂能涨超8%，西藏矿业、天齐锂业、赣锋锂业等跟涨。培育钻石概念股逆势走高。曼卡龙涨超14%，中兵红箭、四方达、黄河旋风、力量钻石跟涨。个股方面依米康连续三日“20cm”涨停，依米康昨晚披露股票交易异动公告，公司目前业务包括信息数据及环保治理两大领域，其中信息数据领域业务在国家推动“东数西算”工程规划下将面临机遇与挑战。但本次政策的出台对公司业绩情况的影响取决于相关业务的推广运营、成本控制能力等多重因素，公司尚无法准确预测其对公司经营业绩的影响情况。今日上市的新股N纽泰格成了妥妥的“吸金兽”，盘中一度大涨294%。截至收盘，该股大涨221%；公司核心业务围绕汽车轻量化开展，主要产品包括汽车悬架减震支撑、悬架系统塑料件、内外饰塑料件等适应汽车轻量化、节能环保趋势的汽车零部件产品。美股美国三大股指期货盘前下挫，截至发稿，道指期货跌1.35%；标普500指数期货跌1.63%；纳斯达克100指数期货跌2.50%。VIX恐慌指数飙升15%，至2月14日以来的最高水平。欧股欧洲主要指数集体下挫，欧洲斯托克50指数跌2.10%，英国富时100指数跌1.44%，德国DAX30指数跌2.28%。原油国际油价上涨，美油报94.78美元/桶，日内涨幅5.07%；布油现报96.13美元/桶，日内涨幅3.40%。国际油价大涨，短线由于俄乌危机持续升级，油价看涨情绪依然高涨。黄金现货黄金日内涨0.59%，报1909.70美元/盎司。国际金价触及2021年6月1日以来高位，因俄罗斯下令军队进入乌克兰东部分离地区后，东欧紧张局势加剧，加上不断升温的通胀，强化了市场对避险黄金的需求。","news_type":1,"symbols_score_info":{"301229":0.9,"HSI":0.9,"SVXY":0.9,"VIXmain":0.9,"09618":0.9,"VIX":0.9,"VXX":0.9,"VIXY":0.9,"TVIX":0.9,"09988":0.9,"UVXY":0.9}},"isVote":1,"tweetType":1,"viewCount":3013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095791272,"gmtCreate":1644983851091,"gmtModify":1676533983617,"author":{"id":"4102210854556020","authorId":"4102210854556020","name":"Jerryc_hi","avatar":"https://static.tigerbbs.com/7db6afb232ab7ba571692fd0fcd383e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102210854556020","idStr":"4102210854556020"},"themes":[],"htmlText":"gogo","listText":"gogo","text":"gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095791272","repostId":"1181360960","repostType":2,"isVote":1,"tweetType":1,"viewCount":1503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096108174,"gmtCreate":1644321744990,"gmtModify":1676533912154,"author":{"id":"4102210854556020","authorId":"4102210854556020","name":"Jerryc_hi","avatar":"https://static.tigerbbs.com/7db6afb232ab7ba571692fd0fcd383e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102210854556020","idStr":"4102210854556020"},"themes":[],"htmlText":"thanks","listText":"thanks","text":"thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096108174","repostId":"1141513285","repostType":4,"repost":{"id":"1141513285","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":1644299419,"share":"https://ttm.financial/m/news/1141513285?lang=en_US&edition=fundamental","pubTime":"2022-02-08 13:50","market":"us","language":"zh","title":"Financial report preview | Uber's online ride-hailing and food delivery businesses are mixed, and Lyft's turnaround can be expected to turn losses into profits","url":"https://stock-news.laohu8.com/highlight/detail?id=1141513285","media":"老虎资讯综合","summary":"两大网约车平台Lyft、Uber分别将于2月8日和9日盘后公布财报。Uber的外卖业务有何新进展、Lyft能否实现扭亏为盈，将成为两大龙头本次财报季的关注焦点。从上一季度的财报来看，Uber和Lyft","content":"<p><html><head></head><body>Lyft and Uber, the two major online ride-hailing platforms, will announce their financial reports after the market closes on February 8th and 9th, respectively. What new progress has been made in Uber's food delivery business and whether Lyft can turn losses into profits will become the focus of the two leaders this earnings season.<img src=\"https://static.tigerbbs.com/84b9d5c502d1c04122aae97f1d4a5142\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"/>Judging from the financial report of the previous quarter, both Uber and Lyft handed over satisfactory answers, achieving gains of 4.24% and 8.19% respectively on the day of the financial report season. However, the good times did not last long, and the stock prices of the two companies fell again. Since the beginning of the year, the stock prices of the two companies have fallen by 10.47% and 8.5%, respectively, which is basically the same as the performance of the Nasdaq index during the same period.<img src=\"https://static.tigerbbs.com/8e0ece6f71e65f2b3a4b515e82d0ad39\" tg-width=\"554\" tg-height=\"402\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/0936dc9cb6e4f4db5976ff55ae570cef\" tg-width=\"553\" tg-height=\"404\" referrerpolicy=\"no-referrer\"/><b>Last Quarter Earnings Review</b></p><p>The report shows that Uber's revenue in the third quarter was US $4.845 billion, compared with US $2.813 billion in the same period last year, a year-on-year increase of 72%. Adjusted earnings before interest, taxes, depreciation and amortization in the third quarter was US $8 million, compared with a loss of US $625 million in the same period last year, turning losses into profits year-on-year. Net loss in the third quarter was $2.439 billion, compared with $1.108 billion in the same period last year. Basic and diluted loss per share was $1.28 per share, compared with $0.62 per share in the same period last year. The company's total order volume in the third quarter was US $23.113 billion, compared with US $14.745 billion in the same period last year, a year-on-year increase of 57%.</p><p>Revenue is divided by business. The revenue of the ride-hailing business in the third quarter was US $2.205 billion, compared with US $1.364 billion in the same period last year, a year-on-year increase of 62%. The revenue of the food delivery and delivery business in the third quarter was US $2.238 billion, compared with US $1.136 billion in the same period last year, a year-on-year increase of 97%. The freight business was US $402 million, compared with US $288 million in the same period last year, a year-on-year increase of 40%.</p><p><img src=\"https://static.tigerbbs.com/52cd5bfbd950018956893e22a8959093\" tg-width=\"554\" tg-height=\"376\" referrerpolicy=\"no-referrer\"/>Lyft's third-quarter revenue was US $864.4 million, an increase of 73% compared with US $499.7 million in the same period last year, and an increase of 13% compared with US $765.0 million in the previous quarter; The net loss was US $71.5 million, which narrowed significantly compared with the net loss of US $459.5 million in the same period last year and the net loss of US $251.9 million in the previous quarter; Non-GAAP, Lyft's adjusted net profit in the third quarter was $17.8 million, compared with an adjusted net loss of $280.4 million in the same period last year and an adjusted net loss of $18 million in the previous quarter.</p><p>In terms of operational indicators, the company's total number of active passengers in the third quarter was 18.942 million, an increase of 51.4% compared with 12.513 million in the same period last year, and the average revenue per active passenger was US $45.63, an increase of 14.2% compared with US $39.94 in the same period last year.%.</p><p><img src=\"https://static.tigerbbs.com/f45b4c2c8598a05210797fae20e359f2\" tg-width=\"554\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><b>Highlights of this quarter</b></p><p>For the two companies, the impact of the epidemic is the biggest influencing factor at present, and it remains to be seen whether this will bring bottom out to their online ride-hailing business. U.S. ride-hailing volumes still appear to have fallen by about 40% over the past two years, according to an analysis by YipitData, but analyst data shows that the ride-hailing and travel industry continued to recover at the end of 2021. Analysts at Raymond James & Associates estimate that Uber's trip orders rose 54% in the fourth quarter of last year, while Lyft's daily active users rose 41%.</p><p>Take Uber as an example. In the fourth quarter of last year, the company resumed its ridesharing service that was cancelled during the epidemic, and detailed a revised quotation aimed at reducing the high losses of the previous ridesharing business. In addition to this, the company and Meta-owned WhatsApp have launched a service to call a ride by sending messages in India.</p><p>However, compared with the mixed blessings and sorrows of the online ride-hailing business, the prospects for Uber's food delivery business are hardly optimistic. It is understood that Uber's food delivery business (Eats) has helped the company cope with the sharp drop in taxi demand caused by the blockade, and the revenue of this business has exceeded that of the taxi business, Truist analysts expect that the total bookings of Eats will surpass the taxi bookings again in 2022. Judging from the latest news, it will stop its delivery service Uber Eats in Brazil from March 7 and instead focus on its online grocery business Cornershop and Uber Direct, which provides delivery services to stores.</p><p>At the same time, the tightening regulatory environment cannot be ignored by the two companies. The status of drivers is the focus of regulatory attention, and lawmakers have been hoping to bring gig workers back into full-time employees, hoping to ensure a minimum wage and benefits. Gig economy companies, including Uber, previously briefly won in California in 2020, when Proposition 22 won majority support. However, because a court in California later found that Proposition 22 was unconstitutional, it was \"impossible to implement\". At present, other states in the United States are also following California's example, and it is expected that there will be active supervision of gig labor issues at the state level.</p><p><b>Analyst Views</b></p><p>Ashley Kim, an industry research analyst at Bloomberg, believes that Uber's total bookings in the fourth quarter may exceed market expectations of an 11% quarter-on-quarter growth. But even if pricing improves, the company's gross margin may be affected by cost constraints and high revenue volatility. Uber's food delivery app downloads fell 21% year-over-year, signaling a slowdown in new user growth. In addition, Uber One will also be the focus of sales growth and market share increase. From a peer perspective, it will face more intense competition with U.S. rivals Lyft and DoorDash in new delivery categories, restaurant commissions in some cities, which may affect the acceptance rate of Uber's takeaway business, thus hindering the overall improvement mechanism.</p><p>At the same time, the analyst said when predicting Lyft's financial report that pricing may be the catalyst for Lyft's financial report, but similar to the past two quarters, app downloads continued to decline in the fourth quarter, and the growth rate may slow down. Ride growth will be key to achieving high single-digit sequential growth. Therefore, the management's effective use of platform drivers and the game with competitor platforms will become the focus of attention. From a profitability perspective, Lyft may be better positioned than Uber or DoorDash in 2022. Due to the spread of the Omicron variant, the increment of ride-hailing order value in the first quarter may weaken, and companies focused on the ride-sharing business will face the risk of reopening.</p><p>JPMorgan Chase maintained its \"overweight\" rating on Uber and lowered its price target to $68 from $72. The bank believes that as the economy becomes more digitalized, Uber's position in 2022 will be stronger than before the outbreak. But as many companies face tough competition and move towards normalization, growth levels will be reduced. Investors will generally prefer e-commerce and subscription-based companies over online advertising agencies in 2022.</p><p>Hypothesis Research reiterated its \"buy\" rating on Lyft, adjusting its price target to $58.3 per share from $61.9. The bank believes that the company's focus on improving profitability and significantly cutting costs has achieved impressive results in a challenging market. At the same time, slowing growth in a recovery environment and insufficient incentives for platform supply could hamper financial performance.</p><p><b>Analyst Forecasts</b></p><p>According to Bloomberg's consensus forecast, Uber's revenue in the fourth quarter of 2021 will be US $5.352 billion, adjusted net profit will be-US $385 million, and adjusted EPS will be-US $0.263. A total of 47 analysts have rated Uber, 42 with a \"buy\" rating and five with a \"hold\" rating, with an average price target of $65.15.<img src=\"https://static.tigerbbs.com/fcc6db55d439d93b6c2b71e75b57ca89\" tg-width=\"553\" tg-height=\"172\" referrerpolicy=\"no-referrer\"/>According to Bloomberg's consensus forecast, Lyft's revenue in the fourth quarter of 2021 will be US $940 million, adjusted net income will be US $22 million, and adjusted EPS will be US $0.093. A total of 42 analysts have rated Lyft, of which 29 have a \"buy\" rating, 12 have a \"hold\" rating, and 1 has a \"sell\" rating, with an average price target of $62.<img src=\"https://static.tigerbbs.com/35014cea805ea7046b7bf568f822aabb\" tg-width=\"554\" tg-height=\"172\" referrerpolicy=\"no-referrer\"/></p><p></body></html></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>Financial report preview | Uber's online ride-hailing and food delivery businesses are mixed, and Lyft's turnaround can be expected to turn losses into profits</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\">\nFinancial report preview | Uber's online ride-hailing and food delivery businesses are mixed, and Lyft's turnaround can be expected to turn losses into profits\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\">2022-02-08 13:50</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Lyft and Uber, the two major online ride-hailing platforms, will announce their financial reports after the market closes on February 8th and 9th, respectively. What new progress has been made in Uber's food delivery business and whether Lyft can turn losses into profits will become the focus of the two leaders this earnings season.<img src=\"https://static.tigerbbs.com/84b9d5c502d1c04122aae97f1d4a5142\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"/>Judging from the financial report of the previous quarter, both Uber and Lyft handed over satisfactory answers, achieving gains of 4.24% and 8.19% respectively on the day of the financial report season. However, the good times did not last long, and the stock prices of the two companies fell again. Since the beginning of the year, the stock prices of the two companies have fallen by 10.47% and 8.5%, respectively, which is basically the same as the performance of the Nasdaq index during the same period.<img src=\"https://static.tigerbbs.com/8e0ece6f71e65f2b3a4b515e82d0ad39\" tg-width=\"554\" tg-height=\"402\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/0936dc9cb6e4f4db5976ff55ae570cef\" tg-width=\"553\" tg-height=\"404\" referrerpolicy=\"no-referrer\"/><b>Last Quarter Earnings Review</b></p><p>The report shows that Uber's revenue in the third quarter was US $4.845 billion, compared with US $2.813 billion in the same period last year, a year-on-year increase of 72%. Adjusted earnings before interest, taxes, depreciation and amortization in the third quarter was US $8 million, compared with a loss of US $625 million in the same period last year, turning losses into profits year-on-year. Net loss in the third quarter was $2.439 billion, compared with $1.108 billion in the same period last year. Basic and diluted loss per share was $1.28 per share, compared with $0.62 per share in the same period last year. The company's total order volume in the third quarter was US $23.113 billion, compared with US $14.745 billion in the same period last year, a year-on-year increase of 57%.</p><p>Revenue is divided by business. The revenue of the ride-hailing business in the third quarter was US $2.205 billion, compared with US $1.364 billion in the same period last year, a year-on-year increase of 62%. The revenue of the food delivery and delivery business in the third quarter was US $2.238 billion, compared with US $1.136 billion in the same period last year, a year-on-year increase of 97%. The freight business was US $402 million, compared with US $288 million in the same period last year, a year-on-year increase of 40%.</p><p><img src=\"https://static.tigerbbs.com/52cd5bfbd950018956893e22a8959093\" tg-width=\"554\" tg-height=\"376\" referrerpolicy=\"no-referrer\"/>Lyft's third-quarter revenue was US $864.4 million, an increase of 73% compared with US $499.7 million in the same period last year, and an increase of 13% compared with US $765.0 million in the previous quarter; The net loss was US $71.5 million, which narrowed significantly compared with the net loss of US $459.5 million in the same period last year and the net loss of US $251.9 million in the previous quarter; Non-GAAP, Lyft's adjusted net profit in the third quarter was $17.8 million, compared with an adjusted net loss of $280.4 million in the same period last year and an adjusted net loss of $18 million in the previous quarter.</p><p>In terms of operational indicators, the company's total number of active passengers in the third quarter was 18.942 million, an increase of 51.4% compared with 12.513 million in the same period last year, and the average revenue per active passenger was US $45.63, an increase of 14.2% compared with US $39.94 in the same period last year.%.</p><p><img src=\"https://static.tigerbbs.com/f45b4c2c8598a05210797fae20e359f2\" tg-width=\"554\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><b>Highlights of this quarter</b></p><p>For the two companies, the impact of the epidemic is the biggest influencing factor at present, and it remains to be seen whether this will bring bottom out to their online ride-hailing business. U.S. ride-hailing volumes still appear to have fallen by about 40% over the past two years, according to an analysis by YipitData, but analyst data shows that the ride-hailing and travel industry continued to recover at the end of 2021. Analysts at Raymond James & Associates estimate that Uber's trip orders rose 54% in the fourth quarter of last year, while Lyft's daily active users rose 41%.</p><p>Take Uber as an example. In the fourth quarter of last year, the company resumed its ridesharing service that was cancelled during the epidemic, and detailed a revised quotation aimed at reducing the high losses of the previous ridesharing business. In addition to this, the company and Meta-owned WhatsApp have launched a service to call a ride by sending messages in India.</p><p>However, compared with the mixed blessings and sorrows of the online ride-hailing business, the prospects for Uber's food delivery business are hardly optimistic. It is understood that Uber's food delivery business (Eats) has helped the company cope with the sharp drop in taxi demand caused by the blockade, and the revenue of this business has exceeded that of the taxi business, Truist analysts expect that the total bookings of Eats will surpass the taxi bookings again in 2022. Judging from the latest news, it will stop its delivery service Uber Eats in Brazil from March 7 and instead focus on its online grocery business Cornershop and Uber Direct, which provides delivery services to stores.</p><p>At the same time, the tightening regulatory environment cannot be ignored by the two companies. The status of drivers is the focus of regulatory attention, and lawmakers have been hoping to bring gig workers back into full-time employees, hoping to ensure a minimum wage and benefits. Gig economy companies, including Uber, previously briefly won in California in 2020, when Proposition 22 won majority support. However, because a court in California later found that Proposition 22 was unconstitutional, it was \"impossible to implement\". At present, other states in the United States are also following California's example, and it is expected that there will be active supervision of gig labor issues at the state level.</p><p><b>Analyst Views</b></p><p>Ashley Kim, an industry research analyst at Bloomberg, believes that Uber's total bookings in the fourth quarter may exceed market expectations of an 11% quarter-on-quarter growth. But even if pricing improves, the company's gross margin may be affected by cost constraints and high revenue volatility. Uber's food delivery app downloads fell 21% year-over-year, signaling a slowdown in new user growth. In addition, Uber One will also be the focus of sales growth and market share increase. From a peer perspective, it will face more intense competition with U.S. rivals Lyft and DoorDash in new delivery categories, restaurant commissions in some cities, which may affect the acceptance rate of Uber's takeaway business, thus hindering the overall improvement mechanism.</p><p>At the same time, the analyst said when predicting Lyft's financial report that pricing may be the catalyst for Lyft's financial report, but similar to the past two quarters, app downloads continued to decline in the fourth quarter, and the growth rate may slow down. Ride growth will be key to achieving high single-digit sequential growth. Therefore, the management's effective use of platform drivers and the game with competitor platforms will become the focus of attention. From a profitability perspective, Lyft may be better positioned than Uber or DoorDash in 2022. Due to the spread of the Omicron variant, the increment of ride-hailing order value in the first quarter may weaken, and companies focused on the ride-sharing business will face the risk of reopening.</p><p>JPMorgan Chase maintained its \"overweight\" rating on Uber and lowered its price target to $68 from $72. The bank believes that as the economy becomes more digitalized, Uber's position in 2022 will be stronger than before the outbreak. But as many companies face tough competition and move towards normalization, growth levels will be reduced. Investors will generally prefer e-commerce and subscription-based companies over online advertising agencies in 2022.</p><p>Hypothesis Research reiterated its \"buy\" rating on Lyft, adjusting its price target to $58.3 per share from $61.9. The bank believes that the company's focus on improving profitability and significantly cutting costs has achieved impressive results in a challenging market. At the same time, slowing growth in a recovery environment and insufficient incentives for platform supply could hamper financial performance.</p><p><b>Analyst Forecasts</b></p><p>According to Bloomberg's consensus forecast, Uber's revenue in the fourth quarter of 2021 will be US $5.352 billion, adjusted net profit will be-US $385 million, and adjusted EPS will be-US $0.263. A total of 47 analysts have rated Uber, 42 with a \"buy\" rating and five with a \"hold\" rating, with an average price target of $65.15.<img src=\"https://static.tigerbbs.com/fcc6db55d439d93b6c2b71e75b57ca89\" tg-width=\"553\" tg-height=\"172\" referrerpolicy=\"no-referrer\"/>According to Bloomberg's consensus forecast, Lyft's revenue in the fourth quarter of 2021 will be US $940 million, adjusted net income will be US $22 million, and adjusted EPS will be US $0.093. A total of 42 analysts have rated Lyft, of which 29 have a \"buy\" rating, 12 have a \"hold\" rating, and 1 has a \"sell\" rating, with an average price target of $62.<img src=\"https://static.tigerbbs.com/35014cea805ea7046b7bf568f822aabb\" tg-width=\"554\" tg-height=\"172\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/84b9d5c502d1c04122aae97f1d4a5142","relate_stocks":{"UBER":"优步","LYFT":"Lyft, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141513285","content_text":"两大网约车平台Lyft、Uber分别将于2月8日和9日盘后公布财报。Uber的外卖业务有何新进展、Lyft能否实现扭亏为盈，将成为两大龙头本次财报季的关注焦点。从上一季度的财报来看，Uber和Lyft均交出了满意的答卷，在财报季当天分别实现了4.24%和8.19%的涨幅，但好景不长，两家公司股价再度走低。今年以来，两家公司股价分别下跌了10.47%和8.5%，与同期纳斯达克指数的表现基本持平。上季度财报回顾报告显示，Uber第三季度营收为48.45亿美元，去年同期为28.13亿美元，同比增长了72%。第三季度调整后息税折旧摊销前利润为800万美元，去年同期为亏损6.25亿美元，同比扭亏为盈。第三季度净损失为24.39亿美元，去年同期为11.08亿美元。基本和稀释后每股损失为1.28美元/股，去年同期为0.62美元/股。公司第三季度的总订单额为231.13亿美元，去年同期为147.45亿美元，同比增长57%。营收按业务划分，打车业务在第三季度的营收为22.05亿美元，去年同期为13.64亿美元，同比增长62%。外卖及配送业务在第三季度的营收为22.38亿美元，去年同期为11.36亿美元，同比增长97%。货运业务为4.02亿美元，去年同期为2.88亿美元，同比增长40%。而Lyft第三季度营收为8.644亿美元，与去年同期的4.997亿美元相比增长73%，与上一季度的7.650亿美元相比增长13%；净亏损为7150万美元，与去年同期的净亏损4.595亿美元和上一季度的净亏损2.519亿美元相比均大幅收窄；不按照美国通用会计准则，Lyft第三季度调整后净利润为1780万美元，相比之下去年同期的调整后净亏损为2.804亿美元，而上一季度的调整后净亏损为1800万美元。运营指标上看，公司第三季度活跃乘客总数为1894.2万人，与去年同期的1251.3万人相比增长51.4%，每位活跃乘客平均收入为45.63美元，与去年同期的39.94美元相比增长14.2%。本季度看点对于两家公司来说，疫情的冲击是当前最大的影响因素，这是否会带来它们网约车业务的触底反弹还有待观察。根据YipitData的一项分析，美国网约车量在过去两年中似乎仍下降了约40%，但分析师数据显示，2021年底乘车和旅行业在持续复苏。Raymond James & Associates的分析师估计，去年第四季度优步的行程订单增长了54%，而Lyft的日活跃用户增长了41%。以Uber为例，公司于去年四季度恢复在疫情期间被取消的拼车服务，并详细介绍了一项经修改后的报价，旨在减少此前拼车业务的高亏损。除此之外，公司和Meta旗下的WhatsApp在印度推出了通过发送消息来叫车的服务。但是相较于网约车业务的喜忧参半来说，Uber的外卖业务前景难言乐观，据了解，Uber外卖业务(Eats)帮助该公司应对因封锁导致的打车需求骤降，且该业务收入已超过打车业务，Truist分析师预计，Eats的总预订量将在2022年再次超过打车预订量。从最新的消息来看，将从3月7日起停止其在巴西的外卖服务Uber Eats，转而专注于其在线杂货业务Cornershop和为商店提供送货服务的Uber Direct。与此同时，监管环境趋严是两家公司不可忽略的。司机的身份问题是监管关注的焦点，立法者一直希望将零工重新归为全职员工，希望以此确保最低工资和福利。此前包括Uber在内的零工经济公司曾于2020年在加州短暂取得胜利，当时，《22号提案》获得了多数人的支持。但因为加州的一家法院后来发现《22号提案》违反宪法，导致其“无法实施”。目前，美国其他州也在效仿加州的做法，预计在各州层面将会针对零工劳动力问题出台积极的监管。分析师观点彭博行业研究分析师Ashley Kim认为，Uber第四季度总预订量或将超出环比增长11%的市场预期。但即使定价改善，公司的毛利率可能受到成本限制和收入波动性大的影响。Uber的外卖应用下载量同比下降21%，预示着新用户增长放缓。此外，Uber One也将成为销量增长和市场份额增加的重点。从同行来看，它与美国的竞争对手Lyft和DoorDash将在新的送货类别、部分城市的餐厅佣金方面面临更激烈的竞争，这可能会影响Uber外卖业务的接受率，从而阻碍整体的改善机制。同时，该分析师预测Lyft财报时称，定价可能是Lyft此次财报的催化剂，但与过去两个季度类似，第四季度应用下载量持续下降，增速可能放缓。乘车量增长将是实现高个位数连续增长的关键。因此，管理层对平台司机的有效利用以及与竞争对手平台的博弈将成为关注焦点。从盈利能力的角度来看，Lyft在2022年的定位可能比Uber或者DoorDash更好。由于Omicron的变异传播，第一季度打车订单金额增量可能会减弱，以拼车业务为重点的公司将面临重新开业的风险。摩根大通维持对Uber的“增持”评级，将其目标价从72美元下调至68美元。该行认为，随着经济数字化程度的提高，Uber在2022年的地位将比疫情爆发前更强。但由于许多公司面临艰难的竞争，并向正常化迈进，增长水平将降低。到2022年，投资者总体上会更喜欢电子商务和基于订阅的公司，而不是在线广告公司。Hypothesis Research重申对Lyft的“买入”评级，将其目标价从每股61.9美元调整至58.3美元。该行认为，公司专注于提高盈利能力并大幅削减成本，在充满挑战的市场中取得了令人印象深刻的成果。与此同时，复苏环境中的增长放缓以及平台供应的激励不足可能会阻碍财务表现。分析师预测根据彭博一致预期，Uber 2021年第四季度营收为53.52亿美元，调整后净利润为-3.85亿美元，调整后EPS为-0.263美元。共有47位分析师对Uber进行了评级，其中42位给予“买入”评级，5位给予“持有”评级，平均目标价为65.15美元。根据彭博一致预期，Lyft2021年第四季度营收为9.4亿美元，调整后净利润为0.22亿美元，调整后EPS为0.093美元。共有42位分析师对Lyft进行了评级，其中29位给予“买入”评级，12位给予“持有”评级，1位给予“卖出”评级，平均目标价为62美元。","news_type":1,"symbols_score_info":{"LYFT":0.9,"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":1517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091533434,"gmtCreate":1643896433075,"gmtModify":1676533868734,"author":{"id":"4102210854556020","authorId":"4102210854556020","name":"Jerryc_hi","avatar":"https://static.tigerbbs.com/7db6afb232ab7ba571692fd0fcd383e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102210854556020","idStr":"4102210854556020"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091533434","repostId":"2208360102","repostType":2,"repost":{"id":"2208360102","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1643859305,"share":"https://ttm.financial/m/news/2208360102?lang=en_US&edition=fundamental","pubTime":"2022-02-03 11:35","market":"hk","language":"zh","title":"Goldman Sachs thinks that the present is a good opportunity for US stocks to \"buy on dips\". Where is the basis?","url":"https://stock-news.laohu8.com/highlight/detail?id=2208360102","media":"Wind万得","summary":"如果历史可以作为参考的话，修正很少会变成熊市，除非经济进入衰退。","content":"<p><html><head></head><body>The S&P 500 entered correction territory at one point last week as the Federal Reserve's policy adjustment sent markets volatile, but<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>(Goldman Sachs) believes that the pullback signals a buying opportunity for investors.</p><p><img src=\"https://static.tigerbbs.com/e07529cfcbc79b3b7da46d82d5631d26\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>If history is anything to go by, corrections rarely turn into bear markets unless the economy enters a recession, the Wall Street firm said. \"Historically, S&P 500 corrections are generally good buying opportunities,\" David Kostin, head of U.S. equity strategy at Goldman Sachs, said in the report. \"A market correction is usually a good buying opportunity if the economy is not entering a recession.\"</p><p>The Federal Reserve last week said it would raise interest rates soon, for the first time in more than three years, as part of a sweeping tightening of historically accommodative monetary policy.<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Chief U.S. economist Michael Feroli said Powell was the toughest he has been as chairman. Powell reiterated that the current tightening cycle is different from the previous one, with a strong labor market, a strong economy and inflation above target.</p><p>Feroli believes: \"While Powell still hasn't made a clear statement, he has made it clear that constant rate hike in consecutive meetings is a possibility, and this is a risk that we have been watching.\"</p><p>\"The Fed is now chasing inflation and in a panic,\" said Diane Swonk, chief economist at Grant Thornton, whose comments were tougher than the initial statement. It affirms the Fed's position.</p><p>The shift has triggered a significant increase in volatility on Wall Street recently, with investors struggling to reprice assets based on interest rate risk. The S&P 500 fell about 7% in January, down 8% from its record high at the start of the month; It was also the worst month since March 2020.</p><p>Technology stocks led the decline in the new year as investors dumped high and sometimes unprofitable stocks. The Nasdaq Composite fell about 12% in January, down 15% from its all-time high. Goldman notes, though, that a 10% correction is not unusual in a given calendar year.</p><p>Since 1928, the S&P 500 has experienced a median 13% peak-to-trough decline in a calendar year, with more than 10% corrections in 62% of the years, according to Goldman Sachs. Since 1950, the S&P 500 has seen 33 pullbacks of 10% or more, with the median lasting about five months, including an 18% decline from high to trough, Goldman said.</p><p>If an investor bought the S&P 500 at a level 10% below its high, whether it was rock bottom at the time or not, the average investor returned 15% over the subsequent 12 months, the company said. In 21 non-recession corrections, the S&P 500 is typically down 15%, Goldman Sachs said.</p><p><a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>About halfway through the earnings season, the number of companies beating Wall Street's expectations on sales and profits was above average, although below levels in the early days of the recovery, according to an analysis by Deutsche Bank.</p><p>However, Maneesh Deshpande, managing director at Barclays Capital, said corporate results have been good, but considerations include not only the Fed's change in monetary policy, but also the Fed's rate hike in a seemingly weak economy. \"Both things are a problem right now,\" he said. \"This time, gains may not save the day.\"</p><p></body></html></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>Goldman Sachs thinks that the present is a good opportunity for US stocks to \"buy on dips\". Where is the basis?</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\">\nGoldman Sachs thinks that the present is a good opportunity for US stocks to \"buy on dips\". Where is the basis?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2022-02-03 11:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The S&P 500 entered correction territory at one point last week as the Federal Reserve's policy adjustment sent markets volatile, but<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>(Goldman Sachs) believes that the pullback signals a buying opportunity for investors.</p><p><img src=\"https://static.tigerbbs.com/e07529cfcbc79b3b7da46d82d5631d26\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>If history is anything to go by, corrections rarely turn into bear markets unless the economy enters a recession, the Wall Street firm said. \"Historically, S&P 500 corrections are generally good buying opportunities,\" David Kostin, head of U.S. equity strategy at Goldman Sachs, said in the report. \"A market correction is usually a good buying opportunity if the economy is not entering a recession.\"</p><p>The Federal Reserve last week said it would raise interest rates soon, for the first time in more than three years, as part of a sweeping tightening of historically accommodative monetary policy.<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Chief U.S. economist Michael Feroli said Powell was the toughest he has been as chairman. Powell reiterated that the current tightening cycle is different from the previous one, with a strong labor market, a strong economy and inflation above target.</p><p>Feroli believes: \"While Powell still hasn't made a clear statement, he has made it clear that constant rate hike in consecutive meetings is a possibility, and this is a risk that we have been watching.\"</p><p>\"The Fed is now chasing inflation and in a panic,\" said Diane Swonk, chief economist at Grant Thornton, whose comments were tougher than the initial statement. It affirms the Fed's position.</p><p>The shift has triggered a significant increase in volatility on Wall Street recently, with investors struggling to reprice assets based on interest rate risk. The S&P 500 fell about 7% in January, down 8% from its record high at the start of the month; It was also the worst month since March 2020.</p><p>Technology stocks led the decline in the new year as investors dumped high and sometimes unprofitable stocks. The Nasdaq Composite fell about 12% in January, down 15% from its all-time high. Goldman notes, though, that a 10% correction is not unusual in a given calendar year.</p><p>Since 1928, the S&P 500 has experienced a median 13% peak-to-trough decline in a calendar year, with more than 10% corrections in 62% of the years, according to Goldman Sachs. Since 1950, the S&P 500 has seen 33 pullbacks of 10% or more, with the median lasting about five months, including an 18% decline from high to trough, Goldman said.</p><p>If an investor bought the S&P 500 at a level 10% below its high, whether it was rock bottom at the time or not, the average investor returned 15% over the subsequent 12 months, the company said. In 21 non-recession corrections, the S&P 500 is typically down 15%, Goldman Sachs said.</p><p><a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>About halfway through the earnings season, the number of companies beating Wall Street's expectations on sales and profits was above average, although below levels in the early days of the recovery, according to an analysis by Deutsche Bank.</p><p>However, Maneesh Deshpande, managing director at Barclays Capital, said corporate results have been good, but considerations include not only the Fed's change in monetary policy, but also the Fed's rate hike in a seemingly weak economy. \"Both things are a problem right now,\" he said. \"This time, gains may not save the day.\"</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208360102","content_text":"标准普尔500指数(S&P 500)上周一度进入回调区间，因美联储(Federal Reserve)的政策调整造成市场剧烈震荡，但高盛(Goldman Sachs)认为，此次回落标志着投资者有买入机会。这家华尔街公司说，如果历史可以作为参考的话，修正很少会变成熊市，除非经济进入衰退。“从历史角度看，标普500指数修正通常是良好的买入机会，”高盛美国股市策略主管David Kostin在报告中称。“如果经济没有进入衰退，市场调整通常是好的买入机会。”美联储上周表示，将很快提高利率，这是三年多来的首次，是历来宽松的货币政策全面收紧的一部分。摩根大通首席美国经济学家Michael Feroli表示，鲍威尔是担任主席以来最强硬的一次。鲍威尔重申，当前的紧缩周期与上一个周期不同，劳动力市场强劲，经济强劲，通胀高于目标。Feroli认为：“虽然鲍威尔仍未明确表态，但他明确表示，在连续的会议上不断加息是一种可能，这也是我们一直在关注的风险。”均富(Grant Thornton)首席经济学家黛安斯旺克(Diane Swonk)表示：“美联储现在正在追逐通胀，陷入了恐慌。”他的评论比最初的声明更加强硬。它肯定了美联储的立场。这一转变引发了华尔街最近波动显著增加，投资者艰难地根据利率风险对资产进行重新定价。标准普尔500指数1月下跌了约7%，较当月初的纪录高点下跌了8%；这也是自2020年3月以来最糟糕的一个月。在新的一年里，科技股领跌，投资者纷纷抛售高企、有时无利可图的股票。纳斯达克综合指数1月份下跌了约12%，较历史高点下跌了15%。不过，高盛指出，在一个给定的日历年里，10%的调整并不罕见。据高盛的数据，自1928年以来，标准普尔500指数经历了一个日历年中值13%的从高峰到低谷的下跌，62%的年份中有超过10%的修正。高盛说，自1950年以来，标普500指数已经出现了33次10%或以上的回调，中间值持续了约五个月，其中从高点到谷底的跌幅为18%。该公司表示，如果投资者在比高点低10%的水平买入标准普尔500指数，无论当时是否是谷底，那么在随后的12个月里，投资者的平均回报率为15%。高盛说，在21次非衰退调整中，标普500指数通常下跌15%。德意志银行(Deutsche Bank)的一项分析显示，在财报季约过半之际，销售和利润超过华尔街预期的公司数量高于平均水平，尽管低于复苏初期的水平。不过巴克莱资本(Barclays Capital)董事总经理Maneesh Deshpande表示，企业业绩一直不错，但考虑因素不仅包括美联储改变货币政策，还包括美联储在看似疲弱的经济中加息。“这两件事现在都是个问题，”他说。“这一次，收益可能无法挽救局面。”","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9095791272,"gmtCreate":1644983851091,"gmtModify":1676533983617,"author":{"id":"4102210854556020","authorId":"4102210854556020","name":"Jerryc_hi","avatar":"https://static.tigerbbs.com/7db6afb232ab7ba571692fd0fcd383e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102210854556020","authorIdStr":"4102210854556020"},"themes":[],"htmlText":"gogo","listText":"gogo","text":"gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095791272","repostId":"1181360960","repostType":2,"repost":{"id":"1181360960","kind":"news","pubTimestamp":1644979777,"share":"https://ttm.financial/m/news/1181360960?lang=en_US&edition=fundamental","pubTime":"2022-02-16 10:49","market":"us","language":"en","title":"Why Sea Limited Stock Bounced Back Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1181360960","media":"Motley Fool","summary":"Some investors quickly regained their confidence in the tech stock today.","content":"<html><head></head><body><p><b>Key Points</b></p><ul><li>Investors are pouring back into Sea Limited&#39;s stock today after a big sell-off yesterday.</li></ul><p><b>What happened</b></p><p>Shares of <b>Sea Limited</b>(NYSE:SE), a digital entertainment and e-commerce company, were rebounding today after the company&#39;s stock fell off a cliff yesterday. Some investors may consider yesterday&#39;s massive sell-off a good buying opportunity today.</p><p>The tech stock jumped 15.8% as of closed.</p><p><b>So what</b></p><p>Some investors sold their Sea Limited positions yesterday after news reports said that India was banning a list of apps, including Sea Limited&#39;s most popular video game,<i>Free Fire</i>.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83064df0de44e480c6d1ebee3556ecc7\" tg-width=\"2000\" tg-height=\"1335\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p>The news sent Sea Limited&#39;s stock tumbling more than 18% yesterday.</p><p>But investors appear to be warming back up to the company today. Sometimes when a stock crashes hard one day other investors subsequently rush in to snatch up shares that they believe are now trading at a discounted price.</p><p>In fact, Cathie Wood&#39;s Ark Investment Management bought 145,000 shares of Sea Limited yesterday as the stock was falling.</p><p><b>Now what</b></p><p>Sea Limited is a fast-growing tech company, with sales skyrocketing 121% in the most recent quarter. It&#39;s unclear how the app&#39;s ban will affect those sales or whether the company can fix officials&#39; concerns in India to reinstate the app.</p><p>What long-term investors should be aware of is that Sea Limited&#39;s stock is pretty volatile right now. Over the past six months, the stock has plummeted 54%.</p><p>This doesn&#39;t mean Sea Limited won&#39;t be a good investment over the long term, but the past few days show that if you&#39;re going to own shares of the company you might want to prepare for a bumpy ride.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Sea Limited Stock Bounced Back Tuesday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Sea Limited Stock Bounced Back Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-16 10:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/15/why-sea-limited-stock-bounced-back-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key PointsInvestors are pouring back into Sea Limited's stock today after a big sell-off yesterday.What happenedShares of Sea Limited(NYSE:SE), a digital entertainment and e-commerce company, were ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/15/why-sea-limited-stock-bounced-back-today/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/02/15/why-sea-limited-stock-bounced-back-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181360960","content_text":"Key PointsInvestors are pouring back into Sea Limited's stock today after a big sell-off yesterday.What happenedShares of Sea Limited(NYSE:SE), a digital entertainment and e-commerce company, were rebounding today after the company's stock fell off a cliff yesterday. Some investors may consider yesterday's massive sell-off a good buying opportunity today.The tech stock jumped 15.8% as of closed.So whatSome investors sold their Sea Limited positions yesterday after news reports said that India was banning a list of apps, including Sea Limited's most popular video game,Free Fire.IMAGE SOURCE: GETTY IMAGES.The news sent Sea Limited's stock tumbling more than 18% yesterday.But investors appear to be warming back up to the company today. Sometimes when a stock crashes hard one day other investors subsequently rush in to snatch up shares that they believe are now trading at a discounted price.In fact, Cathie Wood's Ark Investment Management bought 145,000 shares of Sea Limited yesterday as the stock was falling.Now whatSea Limited is a fast-growing tech company, with sales skyrocketing 121% in the most recent quarter. It's unclear how the app's ban will affect those sales or whether the company can fix officials' concerns in India to reinstate the app.What long-term investors should be aware of is that Sea Limited's stock is pretty volatile right now. Over the past six months, the stock has plummeted 54%.This doesn't mean Sea Limited won't be a good investment over the long term, but the past few days show that if you're going to own shares of the company you might want to prepare for a bumpy ride.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":1503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985268429,"gmtCreate":1667401871562,"gmtModify":1676537912128,"author":{"id":"4102210854556020","authorId":"4102210854556020","name":"Jerryc_hi","avatar":"https://static.tigerbbs.com/7db6afb232ab7ba571692fd0fcd383e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102210854556020","authorIdStr":"4102210854556020"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BK4556\">$基因編輯(BK4556)$</a><a href=\"https://ttm.financial/S/TWTR\">$Twitter(TWTR)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/BK4556\">$基因編輯(BK4556)$</a><a href=\"https://ttm.financial/S/TWTR\">$Twitter(TWTR)$</a><v-v data-views=\"1\"></v-v>","text":"$基因編輯(BK4556)$$Twitter(TWTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985268429","isVote":1,"tweetType":1,"viewCount":3648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091533434,"gmtCreate":1643896433075,"gmtModify":1676533868734,"author":{"id":"4102210854556020","authorId":"4102210854556020","name":"Jerryc_hi","avatar":"https://static.tigerbbs.com/7db6afb232ab7ba571692fd0fcd383e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102210854556020","authorIdStr":"4102210854556020"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091533434","repostId":"2208360102","repostType":2,"isVote":1,"tweetType":1,"viewCount":1411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096108174,"gmtCreate":1644321744990,"gmtModify":1676533912154,"author":{"id":"4102210854556020","authorId":"4102210854556020","name":"Jerryc_hi","avatar":"https://static.tigerbbs.com/7db6afb232ab7ba571692fd0fcd383e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102210854556020","authorIdStr":"4102210854556020"},"themes":[],"htmlText":"thanks","listText":"thanks","text":"thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096108174","repostId":"1141513285","repostType":4,"repost":{"id":"1141513285","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":1644299419,"share":"https://ttm.financial/m/news/1141513285?lang=en_US&edition=fundamental","pubTime":"2022-02-08 13:50","market":"us","language":"zh","title":"Financial report preview | Uber's online ride-hailing and food delivery businesses are mixed, and Lyft's turnaround can be expected to turn losses into profits","url":"https://stock-news.laohu8.com/highlight/detail?id=1141513285","media":"老虎资讯综合","summary":"两大网约车平台Lyft、Uber分别将于2月8日和9日盘后公布财报。Uber的外卖业务有何新进展、Lyft能否实现扭亏为盈，将成为两大龙头本次财报季的关注焦点。从上一季度的财报来看，Uber和Lyft","content":"<p><html><head></head><body>Lyft and Uber, the two major online ride-hailing platforms, will announce their financial reports after the market closes on February 8th and 9th, respectively. What new progress has been made in Uber's food delivery business and whether Lyft can turn losses into profits will become the focus of the two leaders this earnings season.<img src=\"https://static.tigerbbs.com/84b9d5c502d1c04122aae97f1d4a5142\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"/>Judging from the financial report of the previous quarter, both Uber and Lyft handed over satisfactory answers, achieving gains of 4.24% and 8.19% respectively on the day of the financial report season. However, the good times did not last long, and the stock prices of the two companies fell again. Since the beginning of the year, the stock prices of the two companies have fallen by 10.47% and 8.5%, respectively, which is basically the same as the performance of the Nasdaq index during the same period.<img src=\"https://static.tigerbbs.com/8e0ece6f71e65f2b3a4b515e82d0ad39\" tg-width=\"554\" tg-height=\"402\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/0936dc9cb6e4f4db5976ff55ae570cef\" tg-width=\"553\" tg-height=\"404\" referrerpolicy=\"no-referrer\"/><b>Last Quarter Earnings Review</b></p><p>The report shows that Uber's revenue in the third quarter was US $4.845 billion, compared with US $2.813 billion in the same period last year, a year-on-year increase of 72%. Adjusted earnings before interest, taxes, depreciation and amortization in the third quarter was US $8 million, compared with a loss of US $625 million in the same period last year, turning losses into profits year-on-year. Net loss in the third quarter was $2.439 billion, compared with $1.108 billion in the same period last year. Basic and diluted loss per share was $1.28 per share, compared with $0.62 per share in the same period last year. The company's total order volume in the third quarter was US $23.113 billion, compared with US $14.745 billion in the same period last year, a year-on-year increase of 57%.</p><p>Revenue is divided by business. The revenue of the ride-hailing business in the third quarter was US $2.205 billion, compared with US $1.364 billion in the same period last year, a year-on-year increase of 62%. The revenue of the food delivery and delivery business in the third quarter was US $2.238 billion, compared with US $1.136 billion in the same period last year, a year-on-year increase of 97%. The freight business was US $402 million, compared with US $288 million in the same period last year, a year-on-year increase of 40%.</p><p><img src=\"https://static.tigerbbs.com/52cd5bfbd950018956893e22a8959093\" tg-width=\"554\" tg-height=\"376\" referrerpolicy=\"no-referrer\"/>Lyft's third-quarter revenue was US $864.4 million, an increase of 73% compared with US $499.7 million in the same period last year, and an increase of 13% compared with US $765.0 million in the previous quarter; The net loss was US $71.5 million, which narrowed significantly compared with the net loss of US $459.5 million in the same period last year and the net loss of US $251.9 million in the previous quarter; Non-GAAP, Lyft's adjusted net profit in the third quarter was $17.8 million, compared with an adjusted net loss of $280.4 million in the same period last year and an adjusted net loss of $18 million in the previous quarter.</p><p>In terms of operational indicators, the company's total number of active passengers in the third quarter was 18.942 million, an increase of 51.4% compared with 12.513 million in the same period last year, and the average revenue per active passenger was US $45.63, an increase of 14.2% compared with US $39.94 in the same period last year.%.</p><p><img src=\"https://static.tigerbbs.com/f45b4c2c8598a05210797fae20e359f2\" tg-width=\"554\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><b>Highlights of this quarter</b></p><p>For the two companies, the impact of the epidemic is the biggest influencing factor at present, and it remains to be seen whether this will bring bottom out to their online ride-hailing business. U.S. ride-hailing volumes still appear to have fallen by about 40% over the past two years, according to an analysis by YipitData, but analyst data shows that the ride-hailing and travel industry continued to recover at the end of 2021. Analysts at Raymond James & Associates estimate that Uber's trip orders rose 54% in the fourth quarter of last year, while Lyft's daily active users rose 41%.</p><p>Take Uber as an example. In the fourth quarter of last year, the company resumed its ridesharing service that was cancelled during the epidemic, and detailed a revised quotation aimed at reducing the high losses of the previous ridesharing business. In addition to this, the company and Meta-owned WhatsApp have launched a service to call a ride by sending messages in India.</p><p>However, compared with the mixed blessings and sorrows of the online ride-hailing business, the prospects for Uber's food delivery business are hardly optimistic. It is understood that Uber's food delivery business (Eats) has helped the company cope with the sharp drop in taxi demand caused by the blockade, and the revenue of this business has exceeded that of the taxi business, Truist analysts expect that the total bookings of Eats will surpass the taxi bookings again in 2022. Judging from the latest news, it will stop its delivery service Uber Eats in Brazil from March 7 and instead focus on its online grocery business Cornershop and Uber Direct, which provides delivery services to stores.</p><p>At the same time, the tightening regulatory environment cannot be ignored by the two companies. The status of drivers is the focus of regulatory attention, and lawmakers have been hoping to bring gig workers back into full-time employees, hoping to ensure a minimum wage and benefits. Gig economy companies, including Uber, previously briefly won in California in 2020, when Proposition 22 won majority support. However, because a court in California later found that Proposition 22 was unconstitutional, it was \"impossible to implement\". At present, other states in the United States are also following California's example, and it is expected that there will be active supervision of gig labor issues at the state level.</p><p><b>Analyst Views</b></p><p>Ashley Kim, an industry research analyst at Bloomberg, believes that Uber's total bookings in the fourth quarter may exceed market expectations of an 11% quarter-on-quarter growth. But even if pricing improves, the company's gross margin may be affected by cost constraints and high revenue volatility. Uber's food delivery app downloads fell 21% year-over-year, signaling a slowdown in new user growth. In addition, Uber One will also be the focus of sales growth and market share increase. From a peer perspective, it will face more intense competition with U.S. rivals Lyft and DoorDash in new delivery categories, restaurant commissions in some cities, which may affect the acceptance rate of Uber's takeaway business, thus hindering the overall improvement mechanism.</p><p>At the same time, the analyst said when predicting Lyft's financial report that pricing may be the catalyst for Lyft's financial report, but similar to the past two quarters, app downloads continued to decline in the fourth quarter, and the growth rate may slow down. Ride growth will be key to achieving high single-digit sequential growth. Therefore, the management's effective use of platform drivers and the game with competitor platforms will become the focus of attention. From a profitability perspective, Lyft may be better positioned than Uber or DoorDash in 2022. Due to the spread of the Omicron variant, the increment of ride-hailing order value in the first quarter may weaken, and companies focused on the ride-sharing business will face the risk of reopening.</p><p>JPMorgan Chase maintained its \"overweight\" rating on Uber and lowered its price target to $68 from $72. The bank believes that as the economy becomes more digitalized, Uber's position in 2022 will be stronger than before the outbreak. But as many companies face tough competition and move towards normalization, growth levels will be reduced. Investors will generally prefer e-commerce and subscription-based companies over online advertising agencies in 2022.</p><p>Hypothesis Research reiterated its \"buy\" rating on Lyft, adjusting its price target to $58.3 per share from $61.9. The bank believes that the company's focus on improving profitability and significantly cutting costs has achieved impressive results in a challenging market. At the same time, slowing growth in a recovery environment and insufficient incentives for platform supply could hamper financial performance.</p><p><b>Analyst Forecasts</b></p><p>According to Bloomberg's consensus forecast, Uber's revenue in the fourth quarter of 2021 will be US $5.352 billion, adjusted net profit will be-US $385 million, and adjusted EPS will be-US $0.263. A total of 47 analysts have rated Uber, 42 with a \"buy\" rating and five with a \"hold\" rating, with an average price target of $65.15.<img src=\"https://static.tigerbbs.com/fcc6db55d439d93b6c2b71e75b57ca89\" tg-width=\"553\" tg-height=\"172\" referrerpolicy=\"no-referrer\"/>According to Bloomberg's consensus forecast, Lyft's revenue in the fourth quarter of 2021 will be US $940 million, adjusted net income will be US $22 million, and adjusted EPS will be US $0.093. A total of 42 analysts have rated Lyft, of which 29 have a \"buy\" rating, 12 have a \"hold\" rating, and 1 has a \"sell\" rating, with an average price target of $62.<img src=\"https://static.tigerbbs.com/35014cea805ea7046b7bf568f822aabb\" tg-width=\"554\" tg-height=\"172\" referrerpolicy=\"no-referrer\"/></p><p></body></html></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>Financial report preview | Uber's online ride-hailing and food delivery businesses are mixed, and Lyft's turnaround can be expected to turn losses into profits</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\">\nFinancial report preview | Uber's online ride-hailing and food delivery businesses are mixed, and Lyft's turnaround can be expected to turn losses into profits\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\">2022-02-08 13:50</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Lyft and Uber, the two major online ride-hailing platforms, will announce their financial reports after the market closes on February 8th and 9th, respectively. What new progress has been made in Uber's food delivery business and whether Lyft can turn losses into profits will become the focus of the two leaders this earnings season.<img src=\"https://static.tigerbbs.com/84b9d5c502d1c04122aae97f1d4a5142\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"/>Judging from the financial report of the previous quarter, both Uber and Lyft handed over satisfactory answers, achieving gains of 4.24% and 8.19% respectively on the day of the financial report season. However, the good times did not last long, and the stock prices of the two companies fell again. Since the beginning of the year, the stock prices of the two companies have fallen by 10.47% and 8.5%, respectively, which is basically the same as the performance of the Nasdaq index during the same period.<img src=\"https://static.tigerbbs.com/8e0ece6f71e65f2b3a4b515e82d0ad39\" tg-width=\"554\" tg-height=\"402\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/0936dc9cb6e4f4db5976ff55ae570cef\" tg-width=\"553\" tg-height=\"404\" referrerpolicy=\"no-referrer\"/><b>Last Quarter Earnings Review</b></p><p>The report shows that Uber's revenue in the third quarter was US $4.845 billion, compared with US $2.813 billion in the same period last year, a year-on-year increase of 72%. Adjusted earnings before interest, taxes, depreciation and amortization in the third quarter was US $8 million, compared with a loss of US $625 million in the same period last year, turning losses into profits year-on-year. Net loss in the third quarter was $2.439 billion, compared with $1.108 billion in the same period last year. Basic and diluted loss per share was $1.28 per share, compared with $0.62 per share in the same period last year. The company's total order volume in the third quarter was US $23.113 billion, compared with US $14.745 billion in the same period last year, a year-on-year increase of 57%.</p><p>Revenue is divided by business. The revenue of the ride-hailing business in the third quarter was US $2.205 billion, compared with US $1.364 billion in the same period last year, a year-on-year increase of 62%. The revenue of the food delivery and delivery business in the third quarter was US $2.238 billion, compared with US $1.136 billion in the same period last year, a year-on-year increase of 97%. The freight business was US $402 million, compared with US $288 million in the same period last year, a year-on-year increase of 40%.</p><p><img src=\"https://static.tigerbbs.com/52cd5bfbd950018956893e22a8959093\" tg-width=\"554\" tg-height=\"376\" referrerpolicy=\"no-referrer\"/>Lyft's third-quarter revenue was US $864.4 million, an increase of 73% compared with US $499.7 million in the same period last year, and an increase of 13% compared with US $765.0 million in the previous quarter; The net loss was US $71.5 million, which narrowed significantly compared with the net loss of US $459.5 million in the same period last year and the net loss of US $251.9 million in the previous quarter; Non-GAAP, Lyft's adjusted net profit in the third quarter was $17.8 million, compared with an adjusted net loss of $280.4 million in the same period last year and an adjusted net loss of $18 million in the previous quarter.</p><p>In terms of operational indicators, the company's total number of active passengers in the third quarter was 18.942 million, an increase of 51.4% compared with 12.513 million in the same period last year, and the average revenue per active passenger was US $45.63, an increase of 14.2% compared with US $39.94 in the same period last year.%.</p><p><img src=\"https://static.tigerbbs.com/f45b4c2c8598a05210797fae20e359f2\" tg-width=\"554\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><b>Highlights of this quarter</b></p><p>For the two companies, the impact of the epidemic is the biggest influencing factor at present, and it remains to be seen whether this will bring bottom out to their online ride-hailing business. U.S. ride-hailing volumes still appear to have fallen by about 40% over the past two years, according to an analysis by YipitData, but analyst data shows that the ride-hailing and travel industry continued to recover at the end of 2021. Analysts at Raymond James & Associates estimate that Uber's trip orders rose 54% in the fourth quarter of last year, while Lyft's daily active users rose 41%.</p><p>Take Uber as an example. In the fourth quarter of last year, the company resumed its ridesharing service that was cancelled during the epidemic, and detailed a revised quotation aimed at reducing the high losses of the previous ridesharing business. In addition to this, the company and Meta-owned WhatsApp have launched a service to call a ride by sending messages in India.</p><p>However, compared with the mixed blessings and sorrows of the online ride-hailing business, the prospects for Uber's food delivery business are hardly optimistic. It is understood that Uber's food delivery business (Eats) has helped the company cope with the sharp drop in taxi demand caused by the blockade, and the revenue of this business has exceeded that of the taxi business, Truist analysts expect that the total bookings of Eats will surpass the taxi bookings again in 2022. Judging from the latest news, it will stop its delivery service Uber Eats in Brazil from March 7 and instead focus on its online grocery business Cornershop and Uber Direct, which provides delivery services to stores.</p><p>At the same time, the tightening regulatory environment cannot be ignored by the two companies. The status of drivers is the focus of regulatory attention, and lawmakers have been hoping to bring gig workers back into full-time employees, hoping to ensure a minimum wage and benefits. Gig economy companies, including Uber, previously briefly won in California in 2020, when Proposition 22 won majority support. However, because a court in California later found that Proposition 22 was unconstitutional, it was \"impossible to implement\". At present, other states in the United States are also following California's example, and it is expected that there will be active supervision of gig labor issues at the state level.</p><p><b>Analyst Views</b></p><p>Ashley Kim, an industry research analyst at Bloomberg, believes that Uber's total bookings in the fourth quarter may exceed market expectations of an 11% quarter-on-quarter growth. But even if pricing improves, the company's gross margin may be affected by cost constraints and high revenue volatility. Uber's food delivery app downloads fell 21% year-over-year, signaling a slowdown in new user growth. In addition, Uber One will also be the focus of sales growth and market share increase. From a peer perspective, it will face more intense competition with U.S. rivals Lyft and DoorDash in new delivery categories, restaurant commissions in some cities, which may affect the acceptance rate of Uber's takeaway business, thus hindering the overall improvement mechanism.</p><p>At the same time, the analyst said when predicting Lyft's financial report that pricing may be the catalyst for Lyft's financial report, but similar to the past two quarters, app downloads continued to decline in the fourth quarter, and the growth rate may slow down. Ride growth will be key to achieving high single-digit sequential growth. Therefore, the management's effective use of platform drivers and the game with competitor platforms will become the focus of attention. From a profitability perspective, Lyft may be better positioned than Uber or DoorDash in 2022. Due to the spread of the Omicron variant, the increment of ride-hailing order value in the first quarter may weaken, and companies focused on the ride-sharing business will face the risk of reopening.</p><p>JPMorgan Chase maintained its \"overweight\" rating on Uber and lowered its price target to $68 from $72. The bank believes that as the economy becomes more digitalized, Uber's position in 2022 will be stronger than before the outbreak. But as many companies face tough competition and move towards normalization, growth levels will be reduced. Investors will generally prefer e-commerce and subscription-based companies over online advertising agencies in 2022.</p><p>Hypothesis Research reiterated its \"buy\" rating on Lyft, adjusting its price target to $58.3 per share from $61.9. The bank believes that the company's focus on improving profitability and significantly cutting costs has achieved impressive results in a challenging market. At the same time, slowing growth in a recovery environment and insufficient incentives for platform supply could hamper financial performance.</p><p><b>Analyst Forecasts</b></p><p>According to Bloomberg's consensus forecast, Uber's revenue in the fourth quarter of 2021 will be US $5.352 billion, adjusted net profit will be-US $385 million, and adjusted EPS will be-US $0.263. A total of 47 analysts have rated Uber, 42 with a \"buy\" rating and five with a \"hold\" rating, with an average price target of $65.15.<img src=\"https://static.tigerbbs.com/fcc6db55d439d93b6c2b71e75b57ca89\" tg-width=\"553\" tg-height=\"172\" referrerpolicy=\"no-referrer\"/>According to Bloomberg's consensus forecast, Lyft's revenue in the fourth quarter of 2021 will be US $940 million, adjusted net income will be US $22 million, and adjusted EPS will be US $0.093. A total of 42 analysts have rated Lyft, of which 29 have a \"buy\" rating, 12 have a \"hold\" rating, and 1 has a \"sell\" rating, with an average price target of $62.<img src=\"https://static.tigerbbs.com/35014cea805ea7046b7bf568f822aabb\" tg-width=\"554\" tg-height=\"172\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/84b9d5c502d1c04122aae97f1d4a5142","relate_stocks":{"UBER":"优步","LYFT":"Lyft, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141513285","content_text":"两大网约车平台Lyft、Uber分别将于2月8日和9日盘后公布财报。Uber的外卖业务有何新进展、Lyft能否实现扭亏为盈，将成为两大龙头本次财报季的关注焦点。从上一季度的财报来看，Uber和Lyft均交出了满意的答卷，在财报季当天分别实现了4.24%和8.19%的涨幅，但好景不长，两家公司股价再度走低。今年以来，两家公司股价分别下跌了10.47%和8.5%，与同期纳斯达克指数的表现基本持平。上季度财报回顾报告显示，Uber第三季度营收为48.45亿美元，去年同期为28.13亿美元，同比增长了72%。第三季度调整后息税折旧摊销前利润为800万美元，去年同期为亏损6.25亿美元，同比扭亏为盈。第三季度净损失为24.39亿美元，去年同期为11.08亿美元。基本和稀释后每股损失为1.28美元/股，去年同期为0.62美元/股。公司第三季度的总订单额为231.13亿美元，去年同期为147.45亿美元，同比增长57%。营收按业务划分，打车业务在第三季度的营收为22.05亿美元，去年同期为13.64亿美元，同比增长62%。外卖及配送业务在第三季度的营收为22.38亿美元，去年同期为11.36亿美元，同比增长97%。货运业务为4.02亿美元，去年同期为2.88亿美元，同比增长40%。而Lyft第三季度营收为8.644亿美元，与去年同期的4.997亿美元相比增长73%，与上一季度的7.650亿美元相比增长13%；净亏损为7150万美元，与去年同期的净亏损4.595亿美元和上一季度的净亏损2.519亿美元相比均大幅收窄；不按照美国通用会计准则，Lyft第三季度调整后净利润为1780万美元，相比之下去年同期的调整后净亏损为2.804亿美元，而上一季度的调整后净亏损为1800万美元。运营指标上看，公司第三季度活跃乘客总数为1894.2万人，与去年同期的1251.3万人相比增长51.4%，每位活跃乘客平均收入为45.63美元，与去年同期的39.94美元相比增长14.2%。本季度看点对于两家公司来说，疫情的冲击是当前最大的影响因素，这是否会带来它们网约车业务的触底反弹还有待观察。根据YipitData的一项分析，美国网约车量在过去两年中似乎仍下降了约40%，但分析师数据显示，2021年底乘车和旅行业在持续复苏。Raymond James & Associates的分析师估计，去年第四季度优步的行程订单增长了54%，而Lyft的日活跃用户增长了41%。以Uber为例，公司于去年四季度恢复在疫情期间被取消的拼车服务，并详细介绍了一项经修改后的报价，旨在减少此前拼车业务的高亏损。除此之外，公司和Meta旗下的WhatsApp在印度推出了通过发送消息来叫车的服务。但是相较于网约车业务的喜忧参半来说，Uber的外卖业务前景难言乐观，据了解，Uber外卖业务(Eats)帮助该公司应对因封锁导致的打车需求骤降，且该业务收入已超过打车业务，Truist分析师预计，Eats的总预订量将在2022年再次超过打车预订量。从最新的消息来看，将从3月7日起停止其在巴西的外卖服务Uber Eats，转而专注于其在线杂货业务Cornershop和为商店提供送货服务的Uber Direct。与此同时，监管环境趋严是两家公司不可忽略的。司机的身份问题是监管关注的焦点，立法者一直希望将零工重新归为全职员工，希望以此确保最低工资和福利。此前包括Uber在内的零工经济公司曾于2020年在加州短暂取得胜利，当时，《22号提案》获得了多数人的支持。但因为加州的一家法院后来发现《22号提案》违反宪法，导致其“无法实施”。目前，美国其他州也在效仿加州的做法，预计在各州层面将会针对零工劳动力问题出台积极的监管。分析师观点彭博行业研究分析师Ashley Kim认为，Uber第四季度总预订量或将超出环比增长11%的市场预期。但即使定价改善，公司的毛利率可能受到成本限制和收入波动性大的影响。Uber的外卖应用下载量同比下降21%，预示着新用户增长放缓。此外，Uber One也将成为销量增长和市场份额增加的重点。从同行来看，它与美国的竞争对手Lyft和DoorDash将在新的送货类别、部分城市的餐厅佣金方面面临更激烈的竞争，这可能会影响Uber外卖业务的接受率，从而阻碍整体的改善机制。同时，该分析师预测Lyft财报时称，定价可能是Lyft此次财报的催化剂，但与过去两个季度类似，第四季度应用下载量持续下降，增速可能放缓。乘车量增长将是实现高个位数连续增长的关键。因此，管理层对平台司机的有效利用以及与竞争对手平台的博弈将成为关注焦点。从盈利能力的角度来看，Lyft在2022年的定位可能比Uber或者DoorDash更好。由于Omicron的变异传播，第一季度打车订单金额增量可能会减弱，以拼车业务为重点的公司将面临重新开业的风险。摩根大通维持对Uber的“增持”评级，将其目标价从72美元下调至68美元。该行认为，随着经济数字化程度的提高，Uber在2022年的地位将比疫情爆发前更强。但由于许多公司面临艰难的竞争，并向正常化迈进，增长水平将降低。到2022年，投资者总体上会更喜欢电子商务和基于订阅的公司，而不是在线广告公司。Hypothesis Research重申对Lyft的“买入”评级，将其目标价从每股61.9美元调整至58.3美元。该行认为，公司专注于提高盈利能力并大幅削减成本，在充满挑战的市场中取得了令人印象深刻的成果。与此同时，复苏环境中的增长放缓以及平台供应的激励不足可能会阻碍财务表现。分析师预测根据彭博一致预期，Uber 2021年第四季度营收为53.52亿美元，调整后净利润为-3.85亿美元，调整后EPS为-0.263美元。共有47位分析师对Uber进行了评级，其中42位给予“买入”评级，5位给予“持有”评级，平均目标价为65.15美元。根据彭博一致预期，Lyft2021年第四季度营收为9.4亿美元，调整后净利润为0.22亿美元，调整后EPS为0.093美元。共有42位分析师对Lyft进行了评级，其中29位给予“买入”评级，12位给予“持有”评级，1位给予“卖出”评级，平均目标价为62美元。","news_type":1,"symbols_score_info":{"LYFT":0.9,"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":1517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361158154035232,"gmtCreate":1729213470528,"gmtModify":1729213475355,"author":{"id":"4102210854556020","authorId":"4102210854556020","name":"Jerryc_hi","avatar":"https://static.tigerbbs.com/7db6afb232ab7ba571692fd0fcd383e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102210854556020","authorIdStr":"4102210854556020"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$蘋果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$蘋果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$蘋果(AAPL)$","images":[{"img":"https://community-static.tradeup.com/news/b4b50cdddaf115c5823fa2db41743894","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361158154035232","isVote":1,"tweetType":1,"viewCount":2457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9970893173,"gmtCreate":1684236067593,"gmtModify":1684236070471,"author":{"id":"4102210854556020","authorId":"4102210854556020","name":"Jerryc_hi","avatar":"https://static.tigerbbs.com/7db6afb232ab7ba571692fd0fcd383e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102210854556020","authorIdStr":"4102210854556020"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v> go go up to up","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v> go go up to up","text":"$Sea Ltd(SE)$ go go up to up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970893173","isVote":1,"tweetType":1,"viewCount":2484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944404340,"gmtCreate":1681984484081,"gmtModify":1681984486987,"author":{"id":"4102210854556020","authorId":"4102210854556020","name":"Jerryc_hi","avatar":"https://static.tigerbbs.com/7db6afb232ab7ba571692fd0fcd383e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102210854556020","authorIdStr":"4102210854556020"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v> To the moon","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v> To the moon","text":"$Sea Ltd(SE)$ To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944404340","isVote":1,"tweetType":1,"viewCount":2234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983143166,"gmtCreate":1666190984656,"gmtModify":1676537720463,"author":{"id":"4102210854556020","authorId":"4102210854556020","name":"Jerryc_hi","avatar":"https://static.tigerbbs.com/7db6afb232ab7ba571692fd0fcd383e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102210854556020","authorIdStr":"4102210854556020"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a><v-v data-views=\"0\"></v-v>","text":"$Sea Ltd(SE)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983143166","isVote":1,"tweetType":1,"viewCount":2823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980318168,"gmtCreate":1665649144954,"gmtModify":1676537642692,"author":{"id":"4102210854556020","authorId":"4102210854556020","name":"Jerryc_hi","avatar":"https://static.tigerbbs.com/7db6afb232ab7ba571692fd0fcd383e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102210854556020","authorIdStr":"4102210854556020"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a><v-v data-views=\"0\"></v-v>","text":"$Sea Ltd(SE)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980318168","isVote":1,"tweetType":1,"viewCount":2263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047496270,"gmtCreate":1656953029590,"gmtModify":1676535921266,"author":{"id":"4102210854556020","authorId":"4102210854556020","name":"Jerryc_hi","avatar":"https://static.tigerbbs.com/7db6afb232ab7ba571692fd0fcd383e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102210854556020","authorIdStr":"4102210854556020"},"themes":[],"htmlText":"read","listText":"read","text":"read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047496270","repostId":"2248366934","repostType":4,"isVote":1,"tweetType":1,"viewCount":2024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}