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John_SG
2023-07-26
BE future
@TigerGpt
TigerGPT，your new investing superpower
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John_SG
2022-12-12
$纳斯达克(.IXIC)$
John_SG
2022-12-11
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2022-12-09
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2022-12-06
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2022-12-05
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2022-12-04
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2022-12-03
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2022-12-02
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2022-12-01
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2022-11-28
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2022-11-24
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2022-11-23
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2022-11-22
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2022-11-20
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2022-11-19
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2022-11-18
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2022-11-17
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href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt </a>TigerGPT，your new investing superpower <a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more </a>","text":"BE future @TigerGpt TigerGPT，your new investing superpower Click to learn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/202141108916384","isVote":1,"tweetType":1,"viewCount":3903,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerAI","avatar":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f","crmLevel":1,"crmLevelSwitch":0,"idStr":"4141429963588842","authorIdStr":"4141429963588842"},"content":"TigerGPT is a digital investment assistant designed to help investors find and summarize important information. It can provide insights on various investment opportunities and provide suggestions on where to invest their resources. As for investing in BE futures, TigerGPT can analyze the market and provide information on trends and potential market movements, but it cannot provide specific investment advice. It is always important to do thorough research and consult with a financial advisor before making investment decisions.","text":"TigerGPT is a digital investment assistant designed to help investors find and summarize important information. It can provide insights on various investment opportunities and provide suggestions on where to invest their resources. As for investing in BE futures, TigerGPT can analyze the market and provide information on trends and potential market movements, but it cannot provide specific investment advice. It is always important to do thorough research and consult with a financial advisor before making investment decisions.","html":"TigerGPT is a digital investment assistant designed to help investors find and summarize important information. It can provide insights on various investment opportunities and provide suggestions on where to invest their resources. As for investing in BE futures, TigerGPT can analyze the market and provide information on trends and potential market movements, but it cannot provide specific investment advice. It is always important to do thorough research and consult with a financial advisor before making investment decisions."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008329326,"gmtCreate":1641365611137,"gmtModify":1676533606543,"author":{"id":"3566564093244423","authorId":"3566564093244423","name":"John_SG","avatar":"https://static.tigerbbs.com/df054d9816e672c0d6ca3fce6ac44861","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566564093244423","authorIdStr":"3566564093244423"},"themes":[],"htmlText":"Amazing ","listText":"Amazing ","text":"Amazing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008329326","repostId":"2201418283","repostType":4,"repost":{"id":"2201418283","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1641336421,"share":"https://ttm.financial/m/news/2201418283?lang=en_US&edition=fundamental","pubTime":"2022-01-05 06:47","market":"us","language":"en","title":"Dow posts closing record high for 2nd day, boosted by banks","url":"https://stock-news.laohu8.com/highlight/detail?id=2201418283","media":"Reuters","summary":"* Financial sector registers all-time closing high* Ford, GM shares rise as electric truck battle heats up* Indexes: Dow up 0.6%, S&P 500 down 0.06%, Nasdaq down 1.3%NEW YORK, Jan 4 (Reuters) - The Do","content":"<html><head></head><body><p>* Financial sector registers all-time closing high</p><p>* Ford, GM shares rise as electric truck battle heats up</p><p>* Indexes: Dow up 0.6%, S&P 500 down 0.06%, Nasdaq down 1.3%</p><p>NEW YORK, Jan 4 (Reuters) - The Dow Jones Industrial Average reached a record closing high on Tuesday for a second straight day as financial and industrial shares rallied, while the Nasdaq fell.</p><p>The S&P 500 ended slightly weaker after hitting an intraday all-time high. Declines in shares of big growth names including Tesla Inc weighed on the index and the Nasdaq Composite, which ended down more than 1%.</p><p>Economically sensitive energy, financials and industrials were the leading sectors in the S&P 500, with financials eking out an all-time closing high.</p><p>Helping sentiment, the World Health Organization cited increasing evidence that the coronavirus variant caused milder symptoms than previous variants.</p><p>Earlier, U.S. manufacturing data for December showed some cooling in demand for goods, but investors took solace in signs of supply constraints easing.</p><p>The S&P 500 bank index rose 3.5% in its biggest daily percentage gain in about a year.</p><p>Some strategists said financials and other value-oriented stocks could be near-term market leaders as investors gear up for interest rate hikes from the Federal Reserve by mid-year to curb high inflation. U.S. Treasury yields gained for a second trading day.</p><p>Investors are "going to punish growth stocks with high valuations," said Robert Phipps, a director at Per Stirling Capital Management in Austin, Texas.</p><p>"This is a time when defensive stocks and value stocks are likely to outperform."</p><p>The S&P 500 value index jumped 1%, while the S&P 500 growth index fell 1%.</p><p>The Dow Jones Industrial Average rose 214.59 points, or 0.59%, to 36,799.65; the S&P 500 lost 3.02 points, or 0.06%, at 4,793.54; and the Nasdaq Composite dropped 210.08 points, or 1.33%, to 15,622.72.</p><p>The U.S. central bank said last month it would end its pandemic-era bond buying in 2022, signaling at least three interest rate hikes for the year. Minutes from the meeting are expected to be released on Wednesday.</p><p>Daniel Morgan, portfolio manager at Synovus Trust in Atlanta, said he still favored technology and growth shares, and was optimistic that fourth-quarter earnings for tech and the chip sector in particular could be stronger than Wall Street expectations.</p><p>Tesla shares fell 4.2%, a day after jumping more than 13% on stronger-than-expected quarterly deliveries.</p><p>Ford Motor Co jumped 11.7% after the automaker said it would nearly double annual production capacity for its red-hot F-150 Lightning electric pickup to 150,000 vehicles.</p><p>General Motors Co shares rallied 7.5% a day ahead of its public debut of the Chevrolet Silverado electric pickup, which is slated to go on sale in early 2023.</p><p>Advancing issues outnumbered decliners on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored decliners.</p><p>The S&P 500 posted 70 new 52-week highs and one new low; the Nasdaq Composite recorded 104 new highs and 102 new lows.</p><p>Volume on U.S. exchanges was 11.49 billion shares, compared with about 10.4 billion average for the full session over the last 20 trading days.</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>Dow posts closing record high for 2nd day, boosted by banks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow posts closing record high for 2nd day, boosted by banks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-05 06:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Financial sector registers all-time closing high</p><p>* Ford, GM shares rise as electric truck battle heats up</p><p>* Indexes: Dow up 0.6%, S&P 500 down 0.06%, Nasdaq down 1.3%</p><p>NEW YORK, Jan 4 (Reuters) - The Dow Jones Industrial Average reached a record closing high on Tuesday for a second straight day as financial and industrial shares rallied, while the Nasdaq fell.</p><p>The S&P 500 ended slightly weaker after hitting an intraday all-time high. Declines in shares of big growth names including Tesla Inc weighed on the index and the Nasdaq Composite, which ended down more than 1%.</p><p>Economically sensitive energy, financials and industrials were the leading sectors in the S&P 500, with financials eking out an all-time closing high.</p><p>Helping sentiment, the World Health Organization cited increasing evidence that the coronavirus variant caused milder symptoms than previous variants.</p><p>Earlier, U.S. manufacturing data for December showed some cooling in demand for goods, but investors took solace in signs of supply constraints easing.</p><p>The S&P 500 bank index rose 3.5% in its biggest daily percentage gain in about a year.</p><p>Some strategists said financials and other value-oriented stocks could be near-term market leaders as investors gear up for interest rate hikes from the Federal Reserve by mid-year to curb high inflation. U.S. Treasury yields gained for a second trading day.</p><p>Investors are "going to punish growth stocks with high valuations," said Robert Phipps, a director at Per Stirling Capital Management in Austin, Texas.</p><p>"This is a time when defensive stocks and value stocks are likely to outperform."</p><p>The S&P 500 value index jumped 1%, while the S&P 500 growth index fell 1%.</p><p>The Dow Jones Industrial Average rose 214.59 points, or 0.59%, to 36,799.65; the S&P 500 lost 3.02 points, or 0.06%, at 4,793.54; and the Nasdaq Composite dropped 210.08 points, or 1.33%, to 15,622.72.</p><p>The U.S. central bank said last month it would end its pandemic-era bond buying in 2022, signaling at least three interest rate hikes for the year. Minutes from the meeting are expected to be released on Wednesday.</p><p>Daniel Morgan, portfolio manager at Synovus Trust in Atlanta, said he still favored technology and growth shares, and was optimistic that fourth-quarter earnings for tech and the chip sector in particular could be stronger than Wall Street expectations.</p><p>Tesla shares fell 4.2%, a day after jumping more than 13% on stronger-than-expected quarterly deliveries.</p><p>Ford Motor Co jumped 11.7% after the automaker said it would nearly double annual production capacity for its red-hot F-150 Lightning electric pickup to 150,000 vehicles.</p><p>General Motors Co shares rallied 7.5% a day ahead of its public debut of the Chevrolet Silverado electric pickup, which is slated to go on sale in early 2023.</p><p>Advancing issues outnumbered decliners on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored decliners.</p><p>The S&P 500 posted 70 new 52-week highs and one new low; the Nasdaq Composite recorded 104 new highs and 102 new lows.</p><p>Volume on U.S. exchanges was 11.49 billion shares, compared with about 10.4 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","GM":"通用汽车","F":"福特汽车","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","BK4551":"寇图资本持仓","BK4527":"明星科技股","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201418283","content_text":"* Financial sector registers all-time closing high* Ford, GM shares rise as electric truck battle heats up* Indexes: Dow up 0.6%, S&P 500 down 0.06%, Nasdaq down 1.3%NEW YORK, Jan 4 (Reuters) - The Dow Jones Industrial Average reached a record closing high on Tuesday for a second straight day as financial and industrial shares rallied, while the Nasdaq fell.The S&P 500 ended slightly weaker after hitting an intraday all-time high. Declines in shares of big growth names including Tesla Inc weighed on the index and the Nasdaq Composite, which ended down more than 1%.Economically sensitive energy, financials and industrials were the leading sectors in the S&P 500, with financials eking out an all-time closing high.Helping sentiment, the World Health Organization cited increasing evidence that the coronavirus variant caused milder symptoms than previous variants.Earlier, U.S. manufacturing data for December showed some cooling in demand for goods, but investors took solace in signs of supply constraints easing.The S&P 500 bank index rose 3.5% in its biggest daily percentage gain in about a year.Some strategists said financials and other value-oriented stocks could be near-term market leaders as investors gear up for interest rate hikes from the Federal Reserve by mid-year to curb high inflation. U.S. Treasury yields gained for a second trading day.Investors are \"going to punish growth stocks with high valuations,\" said Robert Phipps, a director at Per Stirling Capital Management in Austin, Texas.\"This is a time when defensive stocks and value stocks are likely to outperform.\"The S&P 500 value index jumped 1%, while the S&P 500 growth index fell 1%.The Dow Jones Industrial Average rose 214.59 points, or 0.59%, to 36,799.65; the S&P 500 lost 3.02 points, or 0.06%, at 4,793.54; and the Nasdaq Composite dropped 210.08 points, or 1.33%, to 15,622.72.The U.S. central bank said last month it would end its pandemic-era bond buying in 2022, signaling at least three interest rate hikes for the year. Minutes from the meeting are expected to be released on Wednesday.Daniel Morgan, portfolio manager at Synovus Trust in Atlanta, said he still favored technology and growth shares, and was optimistic that fourth-quarter earnings for tech and the chip sector in particular could be stronger than Wall Street expectations.Tesla shares fell 4.2%, a day after jumping more than 13% on stronger-than-expected quarterly deliveries.Ford Motor Co jumped 11.7% after the automaker said it would nearly double annual production capacity for its red-hot F-150 Lightning electric pickup to 150,000 vehicles.General Motors Co shares rallied 7.5% a day ahead of its public debut of the Chevrolet Silverado electric pickup, which is slated to go on sale in early 2023.Advancing issues outnumbered decliners on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored decliners.The S&P 500 posted 70 new 52-week highs and one new low; the Nasdaq Composite recorded 104 new highs and 102 new lows.Volume on U.S. exchanges was 11.49 billion shares, compared with about 10.4 billion average for the full session over the last 20 trading days.","news_type":1,"symbols_score_info":{"TSLA":0.9,"GM":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":1516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880747032,"gmtCreate":1631087232126,"gmtModify":1676530463804,"author":{"id":"3566564093244423","authorId":"3566564093244423","name":"John_SG","avatar":"https://static.tigerbbs.com/df054d9816e672c0d6ca3fce6ac44861","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566564093244423","authorIdStr":"3566564093244423"},"themes":[],"htmlText":"It's real game!","listText":"It's real game!","text":"It's real game!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/880747032","repostId":"1184488523","repostType":4,"repost":{"id":"1184488523","kind":"news","pubTimestamp":1631070273,"share":"https://ttm.financial/m/news/1184488523?lang=en_US&edition=fundamental","pubTime":"2021-09-08 11:04","market":"us","language":"en","title":"GameStop’s Earnings Are Coming. Nobody Knows What to Expect—Aside From Volatility.","url":"https://stock-news.laohu8.com/highlight/detail?id=1184488523","media":"Barrons","summary":"After a relatively quiet couple of months, GameStop stock is back in the spotlight. The videogame retailer-turned –meme sensation is set to report July quarter results after the market closes on Wednesday.The consensus among the four analysts still covering the stock and providing estimates to FactSet is that the company will report a fiscal second-quarter adjusted net loss of 67 cents a share. They forecast sales of about $1.23 billion, down from $1.28 billion in the first quarter but an impro","content":"<p>After a relatively quiet couple of months, GameStop stock is back in the spotlight. The videogame retailer-turned –meme sensation is set to report July quarter results after the market closes on Wednesday.</p>\n<p>The consensus among the four analysts still covering the stock and providing estimates to FactSet is that the company (ticker: GME) will report a fiscal second-quarter adjusted net loss of 67 cents a share. They forecast sales of about $1.23 billion, down from $1.28 billion in the first quarter but an improvement from $942 million in the second quarter of last year.</p>\n<p>For Wednesday evening’s report, options markets imply a 9% to 12% move, up or down, after earnings. If the past two reports are any indicator, expect volatility.</p>\n<p>More important to investors will be updates from the company’s new management team. Activist investor and Chewy co-founder Ryan Cohen joined the GameStop board in January—which kickstarted the stock’s initial surge—and became the board’s chairman in June. CEO Matt Furlong and Chief Financial Officer Mike Recupero—both Amazon.com alums—started in their roles at GameStop on June 21 and July 12, respectively, so this will be both executives’ first earnings report.</p>\n<p>Through hiring a swath of executives with substantial e-commerce experience and investing in fulfillment, the company has signaled progress on efforts to revamp GameStop’s digital presence and customer service efforts. Still, Wedbush analyst Michael Pachter told Barron’s the company hasn’t provided any substance to its strategic ambitions.</p>\n<p>“They want to be like Amazon,” Pachter added. “I expect them to keep the mystery alive.”</p>\n<p>In June, Cohen said he wouldn’t make lofty promises or telegraph his strategy to competitors. Still, he listed goals such as “delighting customers and driving shareholder value for the long-term.” A substantive update, or significant progress on its turnaround efforts, could provide a spark for the stock.</p>\n<p>Still, David Trainer, CEO of investment research firm New Constructs, argues shares are trading on meme momentum, rather than fundamentals. He thinks the share price would be closer to $30 if it were trading based on the business’ fundamentals.</p>\n<p>“The business results that are implied in GameStop’s current stock price are far, far beyond what any reasonable person might expect the company to achieve,” Trainer says. “Even if GameStop’s management transforms the business into a wildly larger and more profitable enterprise, the stock isn’t likely to move higher because that business momentum is already priced-in.”</p>\n<p><img src=\"https://static.tigerbbs.com/bc8011722098e7615e83dd0aa358901e\" tg-width=\"1068\" tg-height=\"1248\" width=\"100%\" height=\"auto\"></p>\n<p>With GameStop shares down 1.9% to $199 on Tuesday, the stock was still up 2,500% in the past year and 956% year-to-date. Shares were down 34% from their close on June 7. While it’s difficult to nail down what moves GameStop stock on any given day, short seller activity, options volume, momentum trading, and online chatter are among the nonfundamental factors to consider.</p>\n<p>Ihor Dusaniwsky, managing director at short-selling analytics provider S3 Partners, estimates GameStop’s short interest sits at $1.41 billion. His estimate at 6.94 million shares shorted represents roughly 11% of shares available for trading.</p>\n<p>“Over the past week we saw significant short covering,” Dusaniwsky says, noting shares shorted decreased by about 306,000 shares, worth $62 million, even as the stock price fell</p>","source":"lsy1601382232898","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>GameStop’s Earnings Are Coming. Nobody Knows What to Expect—Aside From Volatility.</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\">\nGameStop’s Earnings Are Coming. Nobody Knows What to Expect—Aside From Volatility.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-08 11:04 GMT+8 <a href=https://www.barrons.com/articles/gamestop-earnings-51631050837?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a relatively quiet couple of months, GameStop stock is back in the spotlight. The videogame retailer-turned –meme sensation is set to report July quarter results after the market closes on ...</p>\n\n<a href=\"https://www.barrons.com/articles/gamestop-earnings-51631050837?mod=hp_LATEST\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.barrons.com/articles/gamestop-earnings-51631050837?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184488523","content_text":"After a relatively quiet couple of months, GameStop stock is back in the spotlight. The videogame retailer-turned –meme sensation is set to report July quarter results after the market closes on Wednesday.\nThe consensus among the four analysts still covering the stock and providing estimates to FactSet is that the company (ticker: GME) will report a fiscal second-quarter adjusted net loss of 67 cents a share. They forecast sales of about $1.23 billion, down from $1.28 billion in the first quarter but an improvement from $942 million in the second quarter of last year.\nFor Wednesday evening’s report, options markets imply a 9% to 12% move, up or down, after earnings. If the past two reports are any indicator, expect volatility.\nMore important to investors will be updates from the company’s new management team. Activist investor and Chewy co-founder Ryan Cohen joined the GameStop board in January—which kickstarted the stock’s initial surge—and became the board’s chairman in June. CEO Matt Furlong and Chief Financial Officer Mike Recupero—both Amazon.com alums—started in their roles at GameStop on June 21 and July 12, respectively, so this will be both executives’ first earnings report.\nThrough hiring a swath of executives with substantial e-commerce experience and investing in fulfillment, the company has signaled progress on efforts to revamp GameStop’s digital presence and customer service efforts. Still, Wedbush analyst Michael Pachter told Barron’s the company hasn’t provided any substance to its strategic ambitions.\n“They want to be like Amazon,” Pachter added. “I expect them to keep the mystery alive.”\nIn June, Cohen said he wouldn’t make lofty promises or telegraph his strategy to competitors. Still, he listed goals such as “delighting customers and driving shareholder value for the long-term.” A substantive update, or significant progress on its turnaround efforts, could provide a spark for the stock.\nStill, David Trainer, CEO of investment research firm New Constructs, argues shares are trading on meme momentum, rather than fundamentals. He thinks the share price would be closer to $30 if it were trading based on the business’ fundamentals.\n“The business results that are implied in GameStop’s current stock price are far, far beyond what any reasonable person might expect the company to achieve,” Trainer says. “Even if GameStop’s management transforms the business into a wildly larger and more profitable enterprise, the stock isn’t likely to move higher because that business momentum is already priced-in.”\n\nWith GameStop shares down 1.9% to $199 on Tuesday, the stock was still up 2,500% in the past year and 956% year-to-date. Shares were down 34% from their close on June 7. While it’s difficult to nail down what moves GameStop stock on any given day, short seller activity, options volume, momentum trading, and online chatter are among the nonfundamental factors to consider.\nIhor Dusaniwsky, managing director at short-selling analytics provider S3 Partners, estimates GameStop’s short interest sits at $1.41 billion. His estimate at 6.94 million shares shorted represents roughly 11% of shares available for trading.\n“Over the past week we saw significant short covering,” Dusaniwsky says, noting shares shorted decreased by about 306,000 shares, worth $62 million, even as the stock price fell","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813360332,"gmtCreate":1630132701626,"gmtModify":1676530232845,"author":{"id":"3566564093244423","authorId":"3566564093244423","name":"John_SG","avatar":"https://static.tigerbbs.com/df054d9816e672c0d6ca3fce6ac44861","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566564093244423","authorIdStr":"3566564093244423"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/813360332","repostId":"2162024053","repostType":4,"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175318441,"gmtCreate":1627006664983,"gmtModify":1703482307709,"author":{"id":"3566564093244423","authorId":"3566564093244423","name":"John_SG","avatar":"https://static.tigerbbs.com/df054d9816e672c0d6ca3fce6ac44861","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566564093244423","authorIdStr":"3566564093244423"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QS9.SI\">$GLOBAL INVACOM GROUP LIMITED(QS9.SI)$</a><a href=\"https://laohu8.com/S/QS9.SI\"></a>Finally, it's exploded!","listText":"<a href=\"https://laohu8.com/S/QS9.SI\">$GLOBAL INVACOM GROUP LIMITED(QS9.SI)$</a><a href=\"https://laohu8.com/S/QS9.SI\"></a>Finally, it's exploded!","text":"$GLOBAL INVACOM GROUP LIMITED(QS9.SI)$Finally, it's exploded!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175318441","isVote":1,"tweetType":1,"viewCount":1435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170263416,"gmtCreate":1626436762035,"gmtModify":1703760120419,"author":{"id":"3566564093244423","authorId":"3566564093244423","name":"John_SG","avatar":"https://static.tigerbbs.com/df054d9816e672c0d6ca3fce6ac44861","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566564093244423","authorIdStr":"3566564093244423"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>This is a massacre!","listText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>This is a massacre!","text":"$Meta Materials Inc.(MMAT)$This is a massacre!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170263416","isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814056841,"gmtCreate":1630731466483,"gmtModify":1676530387289,"author":{"id":"3566564093244423","authorId":"3566564093244423","name":"John_SG","avatar":"https://static.tigerbbs.com/df054d9816e672c0d6ca3fce6ac44861","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566564093244423","authorIdStr":"3566564093244423"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/814056841","repostId":"1189766406","repostType":4,"isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816601912,"gmtCreate":1630491946836,"gmtModify":1676530318691,"author":{"id":"3566564093244423","authorId":"3566564093244423","name":"John_SG","avatar":"https://static.tigerbbs.com/df054d9816e672c0d6ca3fce6ac44861","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566564093244423","authorIdStr":"3566564093244423"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/816601912","repostId":"1188615039","repostType":2,"repost":{"id":"1188615039","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":1630486728,"share":"https://ttm.financial/m/news/1188615039?lang=en_US&edition=fundamental","pubTime":"2021-09-01 16:58","market":"us","language":"zh","title":"Market Overview: Super market coming? 1.7 trillion \"sweeping goods\" is scary","url":"https://stock-news.laohu8.com/highlight/detail?id=1188615039","media":"老虎资讯综合","summary":"要闻\n国家能源铁路装备公司拟进行混合所有制改革\n日前，国能铁路装备有限责任公司发布“国能铁路装备混合所有制改革实施方案项目竞争性谈判”的公告。主要要求包括：《铁路装备公司成立混合所有制企业可行性报告》","content":"<p><b>Highlights</b></p><p><b>National Energy Railway Equipment Company plans to carry out mixed ownership reform</b></p><p>Recently, Guoneng Railway Equipment Co., Ltd. issued an announcement on the \"Competitive Negotiation of the Implementation Plan Project of the Mixed Ownership Reform of Guoneng Railway Equipment\". The main requirements include: \"Feasibility Report on Establishing Mixed Ownership Enterprises by Railway Equipment Companies\", \"Establishment Plan of Mixed Ownership Enterprises by Railway Equipment Companies\", \"Guide to Introducing Investors to Joint Ventures by Railway Equipment Companies\", \"Overall Plan for Establishing New Mixed Ownership Enterprises by Railway Equipment Companies\", \"Implementation Plan for Establishing New Mixed Ownership Enterprises by Railway Equipment Companies\", etc. According to the data, Guoneng Railway Equipment Company is a wholly-owned subsidiary of China Energy Group. As an important part of the integrated operation of production, transportation and marketing of China Energy Group, it is responsible for the maintenance guarantee, equipment leasing and railway line maintenance of the group company's locomotives and freight cars. Maintenance work and other businesses. As of December 31, 2020, the company managed 52,492 self-owned railway freight cars, 106 large-scale road maintenance machinery, 19 rail cars, 125 railway passenger cars and truck-type ancillary vehicles, with total assets of 22.992 billion yuan.</p><p><b>Xiaomi Automobile completes industrial and commercial registration: registered capital of 10 billion yuan, Lei Jun serves as legal representative</b></p><p>Xiaomi spokesperson official<a href=\"https://laohu8.com/S/WB\">Weibo</a>According to the news, Xiaomi Automobile has officially completed its industrial and commercial registration. The company name is Xiaomi Automobile Co., Ltd., with a registered capital of 10 billion yuan. Lei Jun, founder, chairman and CEO of Xiaomi Group, personally serves as the legal representative. According to Weibo, in the five months since the announcement of the car manufacturing, the Xiaomi Auto team has conducted a large number of user surveys and industry chain inspections. While intensively promoting product definitions, it has carefully selected from more than 20,000 resumes and has built a team of nearly 300 people, and continues to sincerely invite those interested in electric<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Talents from the automobile industry joined in.</p><p><b>Evergrande Group held a signing meeting for the military order of \"guaranteed delivery of buildings\"</b></p><p>The eight vice presidents of Evergrande Group led the eight special working groups to guarantee the delivery of buildings, and the chairmen of various provincial companies led team members and project managers to solemnly sign the military order of \"guaranteed delivery of buildings\". Under the leadership of Xu Jiayin, Chairman of the Board of Directors of Evergrande Group, all employees of the group vowed to ensure the project construction with the utmost determination and efforts, and complete the delivery of real estate with quality and quantity.</p><p><b>Hong Kong Stocks</b></p><p>The three major Hong Kong stock indexes closed up across the board. The Hang Seng Technology Index rose the best driven by technology stocks. It once rose 2.2% during the session and closed up 1.3% at 6693 points. The Hang Seng Index rose 0.58% to 26,028 points, and the State Index rose 0.95% to 9271 points.</p><p>On the disk, large technology stocks<a href=\"https://laohu8.com/S/NTES\">NetEase</a>After the results, it rose by more than 6%.<a href=\"https://laohu8.com/S/00700\">Tencent</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>, Meituan both rose by more than 1%;</p><p>Education board stocks rose,<a href=\"https://laohu8.com/S/01773\">Tianli Education</a>Rose more than 9%,<a href=\"https://laohu8.com/S/01797\">New oriental online</a>Rose more than 8%,<a href=\"https://laohu8.com/S/01769\">Thinking music education</a>Up more than 5%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Up nearly 2%. After the implementation of the \"double reduction\", Beijing District 12 announced the white list of the first batch of off-campus training institutions for disciplines. (<a href=\"https://laohu8.com/NW/1113735972\" target=\"_blank\">Whitelist of discipline training institutions in 12 districts of Beijing released</a>）</p><p>Photovoltaic<a href=\"https://laohu8.com/S/000591\">Solar energy</a>The sector fell,<a href=\"https://laohu8.com/S/06865\">Follett Glass</a>Fell more than 10%,<a href=\"https://laohu8.com/S/01108\">Luoyang Glass shares</a>Fell more than 8%,<a href=\"https://laohu8.com/S/00968\">Xinyi Solar</a>Down 5%.</p><p>Catering stocks rose,<a href=\"https://laohu8.com/S/00520\">Xiabuxiabu</a>Up nearly 10%,<a href=\"https://laohu8.com/S/02150\">Nayuki's tea</a>Rose more than 7%,<a href=\"https://laohu8.com/S/06862\">Haidilao</a>Up more than 6%.</p><p><a href=\"https://laohu8.com/S/03396\">LEGEND</a>Up 14.83%, Legend Holdings announced its interim results after the market closed yesterday, saying that the revenue of the company and its subsidiaries during the period was 228.565 billion yuan, a year-on-year increase of 24%, achieving growth for the ninth consecutive reporting period since 2017; The net profit attributable to the company's equity holders was 4.691 billion yuan, a year-on-year increase of 636%; Basic earnings per share was RMB2.01.<img src=\"https://static.tigerbbs.com/4f73c6207e3a4b724900f227102a9b24\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><b>A Shares</b></p><p>Today, the two cities are sharply divided, and the sectors are ushering in a switch between high and low. High-level and high-prosperity track stocks such as lithium batteries and photovoltaics fell sharply, low-level blue-chip stocks such as large finance, real estate and home furnishing, and machinery and infrastructure rose sharply. Oversold stocks such as culture, education and leisure, online games, food and beverages ushered in a strong rebound, with individual stocks in the two cities rising and falling half but active trading. As of the close, the Shanghai Composite Index rose 0.65% to close at 3,567 points; Shenzhen Component Index fell 0.1% to close at 14,314 points; The ChiNext Index fell 0.85% to close at 3,186 points. The unilateral net purchase of northbound funds throughout the day was 7.688 billion yuan, which was a net purchase for 8 consecutive days; Among them, the net purchase of Shanghai Stock Connect was 6.075 billion yuan, and the net purchase of Shenzhen Stock Connect was 1.613 billion yuan.</p><p><b>The amount of money on the market is a bit scary!</b></p><p>According to sources, the margin of a leading brokerage client in Shenzhen suddenly soared by nearly 5% today, and in the past four trading days, the increase was nearly 10%. At the same time, the market turnover suddenly enlarged this week, as the balance of financing and financing has shrunk and there are constant restrictions on the purchase of large funds. The turnover of the two cities throughout the day was 1.71 trillion yuan, a new high for the year. The turnover of Shanghai stock market exceeded 800 billion yuan, a new high since July 24, 2015.<b>So, where does this capital space come from? Some insiders believe that the money in the secondary market mainly comes from three directions:</b>One is the primary market. Due to financial anti-corruption, deleveraging, destructuring and other actions, it is difficult for funds to enter the primary market through trust and other channels with leverage, resulting in a special shortage of money in the primary market. The second is the real estate market. Due to the regulation of real estate, there are no assets to invest in real estate speculation funds. At present, it is also difficult for funds to go overseas, and the bond market is also thundering constantly, and the entire market has experienced an asset shortage to a certain extent. In this case, the money in the secondary market is particularly abundant. The third is the bank wealth management market. According to previous reports by brokerage China, new direct investment and indirect investment assets of wealth management products after September 1, 2021 should give priority to fair value measurement using the market value method, which means that funds at the bank's wealth management level may also decrease. At present, the valuation of blue-chip stocks in the secondary market is not high, which may attract some funds accordingly.</p><p><b>The market goes to the extreme side</b></p><p>The hot track in the early stage was almost completely wiped out today, while the low-valuation sector rose in an all-round way.</p><p><b>The lithium battery industry chain suffered heavy setbacks.</b>The salt lake lithium extraction sector suffered a heavy setback.<a href=\"https://laohu8.com/S/002460\">Ganfeng Lithium</a>、<a href=\"https://laohu8.com/S/603799\">Huayou Cobalt</a>、<a href=\"https://laohu8.com/S/002466\">Tianqi Lithium</a>Down the limit,<a href=\"https://laohu8.com/S/000408\">Zangge Holdings</a>、<a href=\"https://laohu8.com/S/600338\">Mount Everest, Tibet</a>Fell more than 8%,<a href=\"https://laohu8.com/S/000920\">Nanfang Huitong</a>、<a href=\"https://laohu8.com/S/002140\">Donghua Technology</a>Fell more than 6%,<a href=\"https://laohu8.com/S/688101\">Sanda membrane</a>、<a href=\"https://laohu8.com/S/300014\">EVE Lithium Energy</a>Follow the decline.</p><p>The lithium battery sector is now falling by the limit.<a href=\"https://laohu8.com/S/300376\">Easy</a>、<a href=\"https://laohu8.com/S/600219\">Nanshan Aluminum</a>、<a href=\"https://laohu8.com/S/600210\">Zijiang Enterprise</a>、<a href=\"https://laohu8.com/S/002598\">Shandong Zhanggu</a>、<a href=\"https://laohu8.com/S/002386\">Tianyuan Shares</a>Down the limit,<a href=\"https://laohu8.com/S/300751\">Maiwei Shares</a>Fell more than 13%,<a href=\"https://laohu8.com/S/300019\">Silicon Bao Technology</a>Fell more than 11%,<a href=\"https://laohu8.com/S/300490\">Huazi Technology</a>Fell more than 10%.</p><p>The Economic Daily recently commented on the phenomenon of \"lithium is a cattle\" in A-shares, saying that the concept of \"lithium extraction from salt lakes\" and the concept of \"lithium extraction from spodumene\" all depend on the performance of listed companies in the final analysis. No investment can be divorced from the fundamentals of the industry and enterprises, nor should it overdraw short-term performance and ignore the risk of valuation bubbles.</p><p><b>The silicone sector was among the top losers.</b><a href=\"https://laohu8.com/S/300610\">Chenhua shares</a>, Silicon Technology fell more than 11%,<a href=\"https://laohu8.com/S/002132\">Stellar Technology</a>、<a href=\"https://laohu8.com/S/600141\">Xingfa Group</a>、<a href=\"https://laohu8.com/S/603938\">Sanfu shares</a>、<a href=\"https://laohu8.com/S/600596\">Xin'an shares</a>、<a href=\"https://laohu8.com/S/000830\">Luxi Chemical</a>Down the limit,<a href=\"https://laohu8.com/S/002091\">Jiangsu Guotai</a>Moisturizing materials,<a href=\"https://laohu8.com/S/605366\">Hongbai new materials</a>Fell more than 8%.</p><p><b>The phosphorus chemical sector also fell collectively.</b><a href=\"https://laohu8.com/S/600470\">Liuguo Chemical</a>、<a href=\"https://laohu8.com/S/002538\">Sirte</a>, Tianyuan shares,<a href=\"https://laohu8.com/S/000422\">Hubei Yihua</a>、<a href=\"https://laohu8.com/S/600727\">Lubei Chemical</a>Down the limit,<a href=\"https://laohu8.com/S/002312\">Chuanfa Dragon Python</a>Fell more than 9%.</p><p><b>The game sector rebounded strongly.</b><a href=\"https://laohu8.com/S/300556\">Silk Road Vision</a>Up more than 15%,<a href=\"https://laohu8.com/S/002555\">Sanqi Interactive Entertainment</a>、<a href=\"https://laohu8.com/S/002624\">Perfect world</a>Daily limit,<a href=\"https://laohu8.com/S/600804\">Dr. Peng</a>Rose more than 7%,<a href=\"https://laohu8.com/S/300148\">Tianzhou Culture</a>、<a href=\"https://laohu8.com/S/300043\">Star Entertainment</a>、<a href=\"https://laohu8.com/S/GA\">Giant Network</a>Up more than 6%,<a href=\"https://laohu8.com/S/002425\">Caesar culture</a>, Century Huatong,<a href=\"https://laohu8.com/S/002174\">Youzu Network</a>Up more than 5%.</p><p><b>Chinese prefix stocks broke out again.</b>China Satcom, China National Heavy Duty Truck, China Shipbuilding, China Communications Construction, and China International Trade rose by the daily limit, China Railway rose by more than 9%, China Railway Construction rose by more than 8%, and China State Construction rose by more than 6%.</p><p><b>The financial sector was among the top gainers.</b>The brokerage sector led the gains. Citic Construction,<a href=\"https://laohu8.com/S/601878\">Zheshang Securities</a>Daily limit,<a href=\"https://laohu8.com/S/002939\">Great Wall Securities</a>、<a href=\"https://laohu8.com/S/000776\">GF Securities</a>Rose more than 7%,<a href=\"https://laohu8.com/S/600958\">Orient Securities</a>Up more than 6%,<a href=\"https://laohu8.com/S/601377\">Industrial Securities</a>、<a href=\"https://laohu8.com/S/601788\">Everbright Securities</a>、<a href=\"https://laohu8.com/S/601108\">Caitong Securities</a>Up more than 5%,<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>、<a href=\"https://laohu8.com/S/601881\">China Galaxy</a>Up more than 4%.</p><p><b>The liquor sector performed strongly.</b><a href=\"https://laohu8.com/S/603198\">Welcome tribute wine</a>, Huangtai Liquor Industry's daily limit, Shuijingfang and Luzhou Old Cellar rose by more than 7%, Hainan Coconut Island rose by more than 6%, Yilite rose by more than 5%, Shede, Jinshiyuan, Kouzijiao, Maotai rose by more than 4%, and Wuliangye rose by nearly 3%.</p><p><b>US stocks</b></p><p>The three major U.S. stock index futures rose before the market opened. As of press time, Dow futures rose 0.43; S&P 500 futures rose 0.39%; Nasdaq 100 futures rose 0.20%.<img src=\"https://static.tigerbbs.com/4c900dcd2349bbe16ada26b78d2b5125\" tg-width=\"828\" tg-height=\"231\" referrerpolicy=\"no-referrer\">CrowdStrike fell more than 3% before the market, with a net loss of US $57.318 million in the second quarter, compared with US $29.874 million in the same period last year.</p><p>Royal Dutch Shell rose 1.23% before the market. It will significantly expand its tram charging station network in the UK through its street charging station company Ubitricity, and plans to deploy about 50,000 charging stations by 2025.</p><p>Lucid Group It fell nearly 10% before the market.</p><p>Focus Universal, a smart home sensor development company, rose 54% before the market. The stock closed down more than 20% on its first day of listing yesterday.</p><p><b>European stocks</b></p><p>Major European indexes rose collectively, with the European Stoxx 50 index rising 1.30%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.92%, and the German DAX30 index rose 0.85%.<img src=\"https://static.tigerbbs.com/be39f25bcfb909fc57c20295e349b44a\" tg-width=\"831\" tg-height=\"359\" referrerpolicy=\"no-referrer\">Source: Investing.com</p><p><b>crude oil</b></p><p>International oil prices rose, with U.S. oil at $69.08/barrel, an intraday increase of 0.85%; Brent oil is now trading at $72.25 per barrel, an intraday increase of 0.87%.</p><p>International oil prices remained steady ahead of the OPEC + meeting, where major oil-producing countries will decide whether to continue implementing plans to increase supply. But surging COVID-19 cases in Asia and U.S. refineries assessing flood damage after Hurricane Ida are expected to limit oil price gains.</p><p><b>Gold</b></p><p>Spot gold fell 0.33% during the day to $1,812.15 an ounce.</p><p>International gold prices were relatively steady as investors awaited the important U.S. non-farm payrolls report for clues on when the Federal Reserve may begin to scale back stimulus measures introduced during the pandemic. A strong recovery in the labor market is an important prerequisite for the Federal Reserve's decision to scale back stimulus. The market expects the U.S. unemployment rate to fall by 0.2 percentage points to 5.2% in August. Federal Reserve Chairman Jerome Powell previously said that the scale of bond purchases may begin to be reduced this year, but he will remain cautious about deciding when to rate hike. His remarks were interpreted as dovish by the market.</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 Overview: Super market coming? 1.7 trillion \"sweeping goods\" is scary</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 Overview: Super market coming? 1.7 trillion \"sweeping goods\" is scary\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-01 16:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Highlights</b></p><p><b>National Energy Railway Equipment Company plans to carry out mixed ownership reform</b></p><p>Recently, Guoneng Railway Equipment Co., Ltd. issued an announcement on the \"Competitive Negotiation of the Implementation Plan Project of the Mixed Ownership Reform of Guoneng Railway Equipment\". The main requirements include: \"Feasibility Report on Establishing Mixed Ownership Enterprises by Railway Equipment Companies\", \"Establishment Plan of Mixed Ownership Enterprises by Railway Equipment Companies\", \"Guide to Introducing Investors to Joint Ventures by Railway Equipment Companies\", \"Overall Plan for Establishing New Mixed Ownership Enterprises by Railway Equipment Companies\", \"Implementation Plan for Establishing New Mixed Ownership Enterprises by Railway Equipment Companies\", etc. According to the data, Guoneng Railway Equipment Company is a wholly-owned subsidiary of China Energy Group. As an important part of the integrated operation of production, transportation and marketing of China Energy Group, it is responsible for the maintenance guarantee, equipment leasing and railway line maintenance of the group company's locomotives and freight cars. Maintenance work and other businesses. As of December 31, 2020, the company managed 52,492 self-owned railway freight cars, 106 large-scale road maintenance machinery, 19 rail cars, 125 railway passenger cars and truck-type ancillary vehicles, with total assets of 22.992 billion yuan.</p><p><b>Xiaomi Automobile completes industrial and commercial registration: registered capital of 10 billion yuan, Lei Jun serves as legal representative</b></p><p>Xiaomi spokesperson official<a href=\"https://laohu8.com/S/WB\">Weibo</a>According to the news, Xiaomi Automobile has officially completed its industrial and commercial registration. The company name is Xiaomi Automobile Co., Ltd., with a registered capital of 10 billion yuan. Lei Jun, founder, chairman and CEO of Xiaomi Group, personally serves as the legal representative. According to Weibo, in the five months since the announcement of the car manufacturing, the Xiaomi Auto team has conducted a large number of user surveys and industry chain inspections. While intensively promoting product definitions, it has carefully selected from more than 20,000 resumes and has built a team of nearly 300 people, and continues to sincerely invite those interested in electric<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Talents from the automobile industry joined in.</p><p><b>Evergrande Group held a signing meeting for the military order of \"guaranteed delivery of buildings\"</b></p><p>The eight vice presidents of Evergrande Group led the eight special working groups to guarantee the delivery of buildings, and the chairmen of various provincial companies led team members and project managers to solemnly sign the military order of \"guaranteed delivery of buildings\". Under the leadership of Xu Jiayin, Chairman of the Board of Directors of Evergrande Group, all employees of the group vowed to ensure the project construction with the utmost determination and efforts, and complete the delivery of real estate with quality and quantity.</p><p><b>Hong Kong Stocks</b></p><p>The three major Hong Kong stock indexes closed up across the board. The Hang Seng Technology Index rose the best driven by technology stocks. It once rose 2.2% during the session and closed up 1.3% at 6693 points. The Hang Seng Index rose 0.58% to 26,028 points, and the State Index rose 0.95% to 9271 points.</p><p>On the disk, large technology stocks<a href=\"https://laohu8.com/S/NTES\">NetEase</a>After the results, it rose by more than 6%.<a href=\"https://laohu8.com/S/00700\">Tencent</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>, Meituan both rose by more than 1%;</p><p>Education board stocks rose,<a href=\"https://laohu8.com/S/01773\">Tianli Education</a>Rose more than 9%,<a href=\"https://laohu8.com/S/01797\">New oriental online</a>Rose more than 8%,<a href=\"https://laohu8.com/S/01769\">Thinking music education</a>Up more than 5%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Up nearly 2%. After the implementation of the \"double reduction\", Beijing District 12 announced the white list of the first batch of off-campus training institutions for disciplines. (<a href=\"https://laohu8.com/NW/1113735972\" target=\"_blank\">Whitelist of discipline training institutions in 12 districts of Beijing released</a>）</p><p>Photovoltaic<a href=\"https://laohu8.com/S/000591\">Solar energy</a>The sector fell,<a href=\"https://laohu8.com/S/06865\">Follett Glass</a>Fell more than 10%,<a href=\"https://laohu8.com/S/01108\">Luoyang Glass shares</a>Fell more than 8%,<a href=\"https://laohu8.com/S/00968\">Xinyi Solar</a>Down 5%.</p><p>Catering stocks rose,<a href=\"https://laohu8.com/S/00520\">Xiabuxiabu</a>Up nearly 10%,<a href=\"https://laohu8.com/S/02150\">Nayuki's tea</a>Rose more than 7%,<a href=\"https://laohu8.com/S/06862\">Haidilao</a>Up more than 6%.</p><p><a href=\"https://laohu8.com/S/03396\">LEGEND</a>Up 14.83%, Legend Holdings announced its interim results after the market closed yesterday, saying that the revenue of the company and its subsidiaries during the period was 228.565 billion yuan, a year-on-year increase of 24%, achieving growth for the ninth consecutive reporting period since 2017; The net profit attributable to the company's equity holders was 4.691 billion yuan, a year-on-year increase of 636%; Basic earnings per share was RMB2.01.<img src=\"https://static.tigerbbs.com/4f73c6207e3a4b724900f227102a9b24\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><b>A Shares</b></p><p>Today, the two cities are sharply divided, and the sectors are ushering in a switch between high and low. High-level and high-prosperity track stocks such as lithium batteries and photovoltaics fell sharply, low-level blue-chip stocks such as large finance, real estate and home furnishing, and machinery and infrastructure rose sharply. Oversold stocks such as culture, education and leisure, online games, food and beverages ushered in a strong rebound, with individual stocks in the two cities rising and falling half but active trading. As of the close, the Shanghai Composite Index rose 0.65% to close at 3,567 points; Shenzhen Component Index fell 0.1% to close at 14,314 points; The ChiNext Index fell 0.85% to close at 3,186 points. The unilateral net purchase of northbound funds throughout the day was 7.688 billion yuan, which was a net purchase for 8 consecutive days; Among them, the net purchase of Shanghai Stock Connect was 6.075 billion yuan, and the net purchase of Shenzhen Stock Connect was 1.613 billion yuan.</p><p><b>The amount of money on the market is a bit scary!</b></p><p>According to sources, the margin of a leading brokerage client in Shenzhen suddenly soared by nearly 5% today, and in the past four trading days, the increase was nearly 10%. At the same time, the market turnover suddenly enlarged this week, as the balance of financing and financing has shrunk and there are constant restrictions on the purchase of large funds. The turnover of the two cities throughout the day was 1.71 trillion yuan, a new high for the year. The turnover of Shanghai stock market exceeded 800 billion yuan, a new high since July 24, 2015.<b>So, where does this capital space come from? Some insiders believe that the money in the secondary market mainly comes from three directions:</b>One is the primary market. Due to financial anti-corruption, deleveraging, destructuring and other actions, it is difficult for funds to enter the primary market through trust and other channels with leverage, resulting in a special shortage of money in the primary market. The second is the real estate market. Due to the regulation of real estate, there are no assets to invest in real estate speculation funds. At present, it is also difficult for funds to go overseas, and the bond market is also thundering constantly, and the entire market has experienced an asset shortage to a certain extent. In this case, the money in the secondary market is particularly abundant. The third is the bank wealth management market. According to previous reports by brokerage China, new direct investment and indirect investment assets of wealth management products after September 1, 2021 should give priority to fair value measurement using the market value method, which means that funds at the bank's wealth management level may also decrease. At present, the valuation of blue-chip stocks in the secondary market is not high, which may attract some funds accordingly.</p><p><b>The market goes to the extreme side</b></p><p>The hot track in the early stage was almost completely wiped out today, while the low-valuation sector rose in an all-round way.</p><p><b>The lithium battery industry chain suffered heavy setbacks.</b>The salt lake lithium extraction sector suffered a heavy setback.<a href=\"https://laohu8.com/S/002460\">Ganfeng Lithium</a>、<a href=\"https://laohu8.com/S/603799\">Huayou Cobalt</a>、<a href=\"https://laohu8.com/S/002466\">Tianqi Lithium</a>Down the limit,<a href=\"https://laohu8.com/S/000408\">Zangge Holdings</a>、<a href=\"https://laohu8.com/S/600338\">Mount Everest, Tibet</a>Fell more than 8%,<a href=\"https://laohu8.com/S/000920\">Nanfang Huitong</a>、<a href=\"https://laohu8.com/S/002140\">Donghua Technology</a>Fell more than 6%,<a href=\"https://laohu8.com/S/688101\">Sanda membrane</a>、<a href=\"https://laohu8.com/S/300014\">EVE Lithium Energy</a>Follow the decline.</p><p>The lithium battery sector is now falling by the limit.<a href=\"https://laohu8.com/S/300376\">Easy</a>、<a href=\"https://laohu8.com/S/600219\">Nanshan Aluminum</a>、<a href=\"https://laohu8.com/S/600210\">Zijiang Enterprise</a>、<a href=\"https://laohu8.com/S/002598\">Shandong Zhanggu</a>、<a href=\"https://laohu8.com/S/002386\">Tianyuan Shares</a>Down the limit,<a href=\"https://laohu8.com/S/300751\">Maiwei Shares</a>Fell more than 13%,<a href=\"https://laohu8.com/S/300019\">Silicon Bao Technology</a>Fell more than 11%,<a href=\"https://laohu8.com/S/300490\">Huazi Technology</a>Fell more than 10%.</p><p>The Economic Daily recently commented on the phenomenon of \"lithium is a cattle\" in A-shares, saying that the concept of \"lithium extraction from salt lakes\" and the concept of \"lithium extraction from spodumene\" all depend on the performance of listed companies in the final analysis. No investment can be divorced from the fundamentals of the industry and enterprises, nor should it overdraw short-term performance and ignore the risk of valuation bubbles.</p><p><b>The silicone sector was among the top losers.</b><a href=\"https://laohu8.com/S/300610\">Chenhua shares</a>, Silicon Technology fell more than 11%,<a href=\"https://laohu8.com/S/002132\">Stellar Technology</a>、<a href=\"https://laohu8.com/S/600141\">Xingfa Group</a>、<a href=\"https://laohu8.com/S/603938\">Sanfu shares</a>、<a href=\"https://laohu8.com/S/600596\">Xin'an shares</a>、<a href=\"https://laohu8.com/S/000830\">Luxi Chemical</a>Down the limit,<a href=\"https://laohu8.com/S/002091\">Jiangsu Guotai</a>Moisturizing materials,<a href=\"https://laohu8.com/S/605366\">Hongbai new materials</a>Fell more than 8%.</p><p><b>The phosphorus chemical sector also fell collectively.</b><a href=\"https://laohu8.com/S/600470\">Liuguo Chemical</a>、<a href=\"https://laohu8.com/S/002538\">Sirte</a>, Tianyuan shares,<a href=\"https://laohu8.com/S/000422\">Hubei Yihua</a>、<a href=\"https://laohu8.com/S/600727\">Lubei Chemical</a>Down the limit,<a href=\"https://laohu8.com/S/002312\">Chuanfa Dragon Python</a>Fell more than 9%.</p><p><b>The game sector rebounded strongly.</b><a href=\"https://laohu8.com/S/300556\">Silk Road Vision</a>Up more than 15%,<a href=\"https://laohu8.com/S/002555\">Sanqi Interactive Entertainment</a>、<a href=\"https://laohu8.com/S/002624\">Perfect world</a>Daily limit,<a href=\"https://laohu8.com/S/600804\">Dr. Peng</a>Rose more than 7%,<a href=\"https://laohu8.com/S/300148\">Tianzhou Culture</a>、<a href=\"https://laohu8.com/S/300043\">Star Entertainment</a>、<a href=\"https://laohu8.com/S/GA\">Giant Network</a>Up more than 6%,<a href=\"https://laohu8.com/S/002425\">Caesar culture</a>, Century Huatong,<a href=\"https://laohu8.com/S/002174\">Youzu Network</a>Up more than 5%.</p><p><b>Chinese prefix stocks broke out again.</b>China Satcom, China National Heavy Duty Truck, China Shipbuilding, China Communications Construction, and China International Trade rose by the daily limit, China Railway rose by more than 9%, China Railway Construction rose by more than 8%, and China State Construction rose by more than 6%.</p><p><b>The financial sector was among the top gainers.</b>The brokerage sector led the gains. Citic Construction,<a href=\"https://laohu8.com/S/601878\">Zheshang Securities</a>Daily limit,<a href=\"https://laohu8.com/S/002939\">Great Wall Securities</a>、<a href=\"https://laohu8.com/S/000776\">GF Securities</a>Rose more than 7%,<a href=\"https://laohu8.com/S/600958\">Orient Securities</a>Up more than 6%,<a href=\"https://laohu8.com/S/601377\">Industrial Securities</a>、<a href=\"https://laohu8.com/S/601788\">Everbright Securities</a>、<a href=\"https://laohu8.com/S/601108\">Caitong Securities</a>Up more than 5%,<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>、<a href=\"https://laohu8.com/S/601881\">China Galaxy</a>Up more than 4%.</p><p><b>The liquor sector performed strongly.</b><a href=\"https://laohu8.com/S/603198\">Welcome tribute wine</a>, Huangtai Liquor Industry's daily limit, Shuijingfang and Luzhou Old Cellar rose by more than 7%, Hainan Coconut Island rose by more than 6%, Yilite rose by more than 5%, Shede, Jinshiyuan, Kouzijiao, Maotai rose by more than 4%, and Wuliangye rose by nearly 3%.</p><p><b>US stocks</b></p><p>The three major U.S. stock index futures rose before the market opened. As of press time, Dow futures rose 0.43; S&P 500 futures rose 0.39%; Nasdaq 100 futures rose 0.20%.<img src=\"https://static.tigerbbs.com/4c900dcd2349bbe16ada26b78d2b5125\" tg-width=\"828\" tg-height=\"231\" referrerpolicy=\"no-referrer\">CrowdStrike fell more than 3% before the market, with a net loss of US $57.318 million in the second quarter, compared with US $29.874 million in the same period last year.</p><p>Royal Dutch Shell rose 1.23% before the market. It will significantly expand its tram charging station network in the UK through its street charging station company Ubitricity, and plans to deploy about 50,000 charging stations by 2025.</p><p>Lucid Group It fell nearly 10% before the market.</p><p>Focus Universal, a smart home sensor development company, rose 54% before the market. The stock closed down more than 20% on its first day of listing yesterday.</p><p><b>European stocks</b></p><p>Major European indexes rose collectively, with the European Stoxx 50 index rising 1.30%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.92%, and the German DAX30 index rose 0.85%.<img src=\"https://static.tigerbbs.com/be39f25bcfb909fc57c20295e349b44a\" tg-width=\"831\" tg-height=\"359\" referrerpolicy=\"no-referrer\">Source: Investing.com</p><p><b>crude oil</b></p><p>International oil prices rose, with U.S. oil at $69.08/barrel, an intraday increase of 0.85%; Brent oil is now trading at $72.25 per barrel, an intraday increase of 0.87%.</p><p>International oil prices remained steady ahead of the OPEC + meeting, where major oil-producing countries will decide whether to continue implementing plans to increase supply. But surging COVID-19 cases in Asia and U.S. refineries assessing flood damage after Hurricane Ida are expected to limit oil price gains.</p><p><b>Gold</b></p><p>Spot gold fell 0.33% during the day to $1,812.15 an ounce.</p><p>International gold prices were relatively steady as investors awaited the important U.S. non-farm payrolls report for clues on when the Federal Reserve may begin to scale back stimulus measures introduced during the pandemic. A strong recovery in the labor market is an important prerequisite for the Federal Reserve's decision to scale back stimulus. The market expects the U.S. unemployment rate to fall by 0.2 percentage points to 5.2% in August. Federal Reserve Chairman Jerome Powell previously said that the scale of bond purchases may begin to be reduced this year, but he will remain cautious about deciding when to rate hike. His remarks were interpreted as dovish by the market.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"09999":"网易-S","03396":"联想控股","002460":"赣锋锂业","00700":"腾讯控股","09618":"京东集团-SW","03690":"美团-W","002466":"天齐锂业"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188615039","content_text":"要闻\n国家能源铁路装备公司拟进行混合所有制改革\n日前，国能铁路装备有限责任公司发布“国能铁路装备混合所有制改革实施方案项目竞争性谈判”的公告。主要要求包括：《铁路装备公司成立混合所有制企业可行性报告》、《铁路装备公司混合所有制企业组建方案》、《铁路装备公司合资企业引进投资者指南》、《铁路装备公司新设混合所有制企业总体方案》、《铁路装备公司新设混合所有制企业实施方案》等等。资料显示，国能铁路装备公司，是国家能源集团的全资子公司，作为国家能源集团产运销一体化运营的重要组成部分，承担着集团公司机车货车的维修保障、设备租赁及铁路线路的维修养护工作等业务。截至2020年12月31日，公司管理铁路自备货车52492辆，大型养路机械106台，轨道车19台，铁路客车及货车型附属车辆125辆，总资产229.92亿元。\n小米汽车完成工商注册：注册资金100亿元 雷军任法人代表\n小米公司发言人官方微博发布消息称，小米汽车正式完成了工商注册，公司名为小米汽车有限公司，注册资金100亿元人民币，小米集团创始人、董事长兼CEO雷军亲自出任法人代表。微博中称，宣布造车至今的5个月，小米汽车团队进行了大量用户调研和产业链考察，在紧锣密鼓推进产品定义的同时，从2万多份简历中精挑细选，已搭建起了近300人的团队，并持续诚邀有志于电动智能汽车事业的英才加入。\n恒大集团举行“保交楼”军令状签署大会\n恒大集团8位副总裁率八大保交楼专项工作组以及各省公司董事长率班子成员、项目总，郑重签署了“保交楼”军令状。在恒大集团董事局主席许家印的带领下，集团上下全体员工誓以最大决心、最大力度确保工程建设，保质保量完成楼盘交付。\n港股\n港股三大指数全线收涨，恒生科技指数在科技股的带动下涨势最好，盘中一度大涨2.2%，收涨1.3%报6693点，恒指涨0.58%报26028点，国指涨0.95%报9271点。\n盘面上，大型科技股网易绩后大涨超6%，腾讯、京东、美团均涨超1%；\n教育板股走高，天立教育涨超9%，新东方在线涨超8%，思考乐教育涨超5%，新东方涨近2%。“双减”落地后，北京12区公布首批学科类校外培训机构白名单。（北京12区学科类培训机构白名单出炉）\n光伏太阳能板块下挫，福莱特玻璃跌超10%，洛阳玻璃股份跌超8%，信义光能跌5%。\n餐饮股走高，呷哺呷哺涨近10%，奈雪的茶涨超7%，海底捞涨超6%。\n联想控股涨14.83%，联想控股昨日盘后公布中期业绩称，期内公司及其附属公司收入为2285.65亿元，同比上升24%，自2017年以来连续第9个报告期实现增长；公司权益持有人应占净利润为46.91亿元，同比上升636%；每股基本盈利为人民币2.01元。A股\n今日两市大幅分化，板块迎来高低切换，锂电、光伏等高位高景气赛道股大跌，低位大金融、地产家居、机械基建等蓝筹股大涨，文教休闲、网络游戏、食品饮料等超跌股迎来强势反弹，两市个股涨跌各半但交投活跃。截至收盘，沪指涨0.65%，报收3567点；深成指跌0.1%，报收14314点；创业板指跌0.85%，报收3186点。北向资金全天单边净买入76.88亿元，为连续8日净买入；其中沪股通净买入60.75亿元，深股通净买入16.13亿元。\n市场上的钱多得有点让人害怕！\n据消息人士透露，深圳某头部券商客户保证金今天突然猛增近5%，过去四个交易日，增幅接近10%。与此同时，在两融余额有所萎缩，不断有大额基金限购的情况之下，本周市场成交量突然放大。两市全天成交1.71万亿元，创年内新高。沪市成交额突破8000亿元大关，更是创2015年7月24日以来新高。那么，这些资金空间来自何方呢？有业内人士认为，二级市场的钱主要来自三个方向：一是一级市场。由于金融反腐、去杠杆、去结构化等动作，目前资金很难通过信托等通道加杠杆进入一级市场，导致一级市场特别缺钱。二是房地产市场。由于房地产调控，炒房的资金也无资产可投。当下，资金出海也存在较大难度，债券市场也是雷声不断，整个市场一定程度上出现了资产荒。在这种情况之下，二级市场的钱就显得特别充沛。三是银行理财市场。据券商中国此前报道，理财产品2021年9月1日之后新增的直接投资和间接投资资产，均应优先使用市值法进行公允价值计量，这意味着银行理财层面的资金可能也会减少。而目前，二级市场上的蓝筹股估值并不高，可能会相应地吸引一部分资金。\n市场走向偏激的一面\n前期大热赛道今天几乎全线覆灭，低估值板块则全面崛起。\n锂电产业链遭重挫。盐湖提锂板块遭重挫。赣锋锂业、华友钴业、天齐锂业跌停，藏格控股、西藏珠峰跌超8%，南方汇通、东华科技跌超6%，三达膜、亿纬锂能跟跌。\n锂电池板块现跌停潮。易事特、南山铝业、紫江企业、山东章鼓、天原股份跌停，迈为股份跌超13%，硅宝科技跌超11%，华自科技跌超10%。\n经济日报日前评A股“有锂便牛”现象称，“盐湖提锂”概念也好，“锂辉石提锂”概念也罢，归根结底都要靠上市公司的业绩支撑。任何投资都不能脱离行业和企业基本面，也不应透支短期业绩、忽视估值泡沫风险。\n有机硅板块跌幅居前。晨化股份、硅宝科技跌超11%，恒星科技、兴发集团、三孚股份、新安股份、鲁西化工跌停，江苏国泰、润和材料、宏柏新材跌超8%。\n磷化工板块也集体下挫。六国化工、司尔特、天原股份、湖北宜化、鲁北化工跌停，川发龙蟒跌超9%。\n游戏板块强势反弹。丝路视觉涨超15%，三七互娱、完美世界涨停，鹏博士涨超7%，天舟文化、星辉娱乐、巨人网络涨超6%，凯撒文化、世纪华通、游族网络涨超5%。\n中字头股票再度爆发。中国卫通、中国重汽、中国船舶、中国交建、中国国贸涨停，中国中铁涨超9%，中国铁建涨超涨超8%，中国建筑涨超6%。\n金融板块涨幅居前。券商板块领涨。中信建设、浙商证券涨停，长城证券、广发证券涨超7%，东方证券涨超6%，兴业证券、光大证券、财通证券涨超5%，中信证券、中国银河涨超4%。\n白酒板块表现强势。迎驾贡酒、皇台酒业涨停，水井坊、泸州老窖涨超7%，海南椰岛涨超6%，伊力特涨超5%，舍得、今世缘、口子窖、茅台涨超4%，五粮液涨近3%。\n美股\n美国三大股指期货盘前上涨，截至发稿，道指期货涨0.43；标普500指数期货涨0.39%；纳斯达克100指数期货涨0.20%。CrowdStrike盘前跌超3%，第二季度净亏损为5731.8万美元，上年同期为2987.4万美元。\n荷兰皇家壳牌盘前涨1.23%，将通过旗下街头充电站公司Ubitricity在英国大幅扩大电车充电站网络，计划到2025年部署约5万个充电站。\nLucid Group盘前跌近10%。\n智能家居传感器开发企业Focus Universal盘前大涨54%，该股昨日首日上市，收跌逾20%。\n欧股\n欧洲主要指数集体上涨，欧洲斯托克50指数涨1.30%，英国富时100指数涨0.92%，德国DAX30指数涨0.85%。来源：英为财情Investing.com\n原油\n国际油价上涨，美油报69.08美元/桶，日内涨幅0.85%；布油现报72.25美元/桶，日内涨幅0.87%。\n国际油价在OPEC+会议前持稳，主要产油国将在会议上决定是否继续执行增加供应的计划。但亚洲的新冠病例飙升，美国炼油厂评估飓风“艾达”来袭后的水灾损失，料限制油价涨幅。\n黄金\n现货黄金日内跌0.33%，报1812.15美元/盎司。\n国际金价相对持稳，因为投资者在等待重要的美国非农就业报告，以寻找线索判断美联储何时可能开始缩减疫情时期出台的刺激措施。劳动力市场的强劲复苏，是美联储决定缩减刺激的一个重要前提条件。市场预计，美国8月失业率回落0.2个百分点至5.2%。美联储主席鲍威尔此前称，今年可能会开始缩减购债规模，但对于决定何时加息仍将保持谨慎。他的言论被市场解读为鸽派。","news_type":1,"symbols_score_info":{"002460":0.9,"03396":0.9,"09618":0.9,"09999":0.9,"03690":0.9,"002466":0.9,"00700":0.9}},"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880778838,"gmtCreate":1631087629124,"gmtModify":1676530463923,"author":{"id":"3566564093244423","authorId":"3566564093244423","name":"John_SG","avatar":"https://static.tigerbbs.com/df054d9816e672c0d6ca3fce6ac44861","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566564093244423","authorIdStr":"3566564093244423"},"themes":[],"htmlText":"Really ?","listText":"Really ?","text":"Really ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/880778838","repostId":"2165730359","repostType":4,"isVote":1,"tweetType":1,"viewCount":951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832952014,"gmtCreate":1629566821738,"gmtModify":1676530071472,"author":{"id":"3566564093244423","authorId":"3566564093244423","name":"John_SG","avatar":"https://static.tigerbbs.com/df054d9816e672c0d6ca3fce6ac44861","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566564093244423","authorIdStr":"3566564093244423"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/832952014","repostId":"2161745814","repostType":4,"repost":{"id":"2161745814","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1629493200,"share":"https://ttm.financial/m/news/2161745814?lang=en_US&edition=fundamental","pubTime":"2021-08-21 05:00","market":"hk","language":"en","title":"S&P 500 hasn't fallen 5% from a peak in nearly 200 sessions--what that tells market historians","url":"https://stock-news.laohu8.com/highlight/detail?id=2161745814","media":"Dow Jones","summary":"It is an unbearable lightness of being for the S&P 500 index.\nThe broad-market measure of a basket o","content":"<p>It is an unbearable lightness of being for the S&P 500 index.</p>\n<p>The broad-market measure of a basket of 500 U.S. stocks has been preternaturally resistant to pullbacks of late, despite concerns about the spread of the highly transmissible delta variant of COVID-19 and worries that the Federal Reserve’s strategy to reduce its bond purchases may be ill-timed.</p>\n<p>Yet, the S&P 500 indexSPX,+0.81%has seen a largely uninterrupted ascent to such a degree that Friday marked the 200th session without a drawdown of 5% or more from a recent peak, making the current stretch of levitation the longest such since 2016, when the market went 404 sessions without falling by at least 5% peak to trough.</p>\n<p><img src=\"https://static.tigerbbs.com/d5d7a23827730d58001a0b40420acd79\" tg-width=\"981\" tg-height=\"437\" width=\"100%\" height=\"auto\">It is extremely rare for the market to enjoy such a period of relative effervescence. Indeed, such lengthy stretches without a 5% pullback or better have occurred on only eight occasions in the S&P 500 index, the attached table shows.</p>\n<p>There clearly are reasons why the market is clambering higher in the recovery from COVID, set againsta daunting wall of worry. Investors are jockeying between areas of the market that are expected to boost revenue and profit faster than the rest of the pack and those that are beaten down and might benefit from a fuller economic rebound from coronavirus.</p>\n<p>Buying on Monday helped the Dow Jones Industrial AverageDJIA,+0.65%and the S&P 500 indexSPX,+0.81%produce their 35th and 49th record all-time closing highs of 2021, respectively. Meanwhile, the Nasdaq Composite IndexCOMP,+1.19%stands a little over 2.5% from its record high put in on Aug. 5.</p>\n<p>There is, of course, a sense that the party for stocks can’t last forever.</p>\n<p>So, how does the market tend to perform in period after such a protracted bullish run?</p>\n<p>The data set is very small but the S&P 500 has mostly climbed on a median basis, falling 1.2% in the following year but producing a median gain of 17.6% in a two-year period and 55% in the ensuing five-year period. The mean average return is better, showing a gain of 6.5%, 27.4% and 64%, respectively.</p>\n<p><img src=\"https://static.tigerbbs.com/d556c67fc01e330a57abb4c65802c29d\" tg-width=\"964\" tg-height=\"626\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 hasn't fallen 5% from a peak in nearly 200 sessions--what that tells market historians</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 hasn't fallen 5% from a peak in nearly 200 sessions--what that tells market historians\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-08-21 05:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>It is an unbearable lightness of being for the S&P 500 index.</p>\n<p>The broad-market measure of a basket of 500 U.S. stocks has been preternaturally resistant to pullbacks of late, despite concerns about the spread of the highly transmissible delta variant of COVID-19 and worries that the Federal Reserve’s strategy to reduce its bond purchases may be ill-timed.</p>\n<p>Yet, the S&P 500 indexSPX,+0.81%has seen a largely uninterrupted ascent to such a degree that Friday marked the 200th session without a drawdown of 5% or more from a recent peak, making the current stretch of levitation the longest such since 2016, when the market went 404 sessions without falling by at least 5% peak to trough.</p>\n<p><img src=\"https://static.tigerbbs.com/d5d7a23827730d58001a0b40420acd79\" tg-width=\"981\" tg-height=\"437\" width=\"100%\" height=\"auto\">It is extremely rare for the market to enjoy such a period of relative effervescence. Indeed, such lengthy stretches without a 5% pullback or better have occurred on only eight occasions in the S&P 500 index, the attached table shows.</p>\n<p>There clearly are reasons why the market is clambering higher in the recovery from COVID, set againsta daunting wall of worry. Investors are jockeying between areas of the market that are expected to boost revenue and profit faster than the rest of the pack and those that are beaten down and might benefit from a fuller economic rebound from coronavirus.</p>\n<p>Buying on Monday helped the Dow Jones Industrial AverageDJIA,+0.65%and the S&P 500 indexSPX,+0.81%produce their 35th and 49th record all-time closing highs of 2021, respectively. Meanwhile, the Nasdaq Composite IndexCOMP,+1.19%stands a little over 2.5% from its record high put in on Aug. 5.</p>\n<p>There is, of course, a sense that the party for stocks can’t last forever.</p>\n<p>So, how does the market tend to perform in period after such a protracted bullish run?</p>\n<p>The data set is very small but the S&P 500 has mostly climbed on a median basis, falling 1.2% in the following year but producing a median gain of 17.6% in a two-year period and 55% in the ensuing five-year period. The mean average return is better, showing a gain of 6.5%, 27.4% and 64%, respectively.</p>\n<p><img src=\"https://static.tigerbbs.com/d556c67fc01e330a57abb4c65802c29d\" tg-width=\"964\" tg-height=\"626\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","SH":"做空标普500-Proshares","SPY":"标普500ETF","IVV":"标普500ETF-iShares","SSO":"2倍做多标普500ETF-ProShares","OEX":"标普100",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161745814","content_text":"It is an unbearable lightness of being for the S&P 500 index.\nThe broad-market measure of a basket of 500 U.S. stocks has been preternaturally resistant to pullbacks of late, despite concerns about the spread of the highly transmissible delta variant of COVID-19 and worries that the Federal Reserve’s strategy to reduce its bond purchases may be ill-timed.\nYet, the S&P 500 indexSPX,+0.81%has seen a largely uninterrupted ascent to such a degree that Friday marked the 200th session without a drawdown of 5% or more from a recent peak, making the current stretch of levitation the longest such since 2016, when the market went 404 sessions without falling by at least 5% peak to trough.\nIt is extremely rare for the market to enjoy such a period of relative effervescence. Indeed, such lengthy stretches without a 5% pullback or better have occurred on only eight occasions in the S&P 500 index, the attached table shows.\nThere clearly are reasons why the market is clambering higher in the recovery from COVID, set againsta daunting wall of worry. Investors are jockeying between areas of the market that are expected to boost revenue and profit faster than the rest of the pack and those that are beaten down and might benefit from a fuller economic rebound from coronavirus.\nBuying on Monday helped the Dow Jones Industrial AverageDJIA,+0.65%and the S&P 500 indexSPX,+0.81%produce their 35th and 49th record all-time closing highs of 2021, respectively. Meanwhile, the Nasdaq Composite IndexCOMP,+1.19%stands a little over 2.5% from its record high put in on Aug. 5.\nThere is, of course, a sense that the party for stocks can’t last forever.\nSo, how does the market tend to perform in period after such a protracted bullish run?\nThe data set is very small but the S&P 500 has mostly climbed on a median basis, falling 1.2% in the following year but producing a median gain of 17.6% in a two-year period and 55% in the ensuing five-year period. The mean average return is better, showing a gain of 6.5%, 27.4% and 64%, respectively.","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SDS":0.9,"SH":0.9,"SSO":0.9,"SPY":0.9,"OEF":0.9,"SPXU":0.9,"UPRO":0.9,"IVV":0.9,"OEX":0.9,".SPX":0.9,"ESmain":0.9}},"isVote":1,"tweetType":1,"viewCount":719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008329545,"gmtCreate":1641365711476,"gmtModify":1676533606573,"author":{"id":"3566564093244423","authorId":"3566564093244423","name":"John_SG","avatar":"https://static.tigerbbs.com/df054d9816e672c0d6ca3fce6ac44861","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566564093244423","authorIdStr":"3566564093244423"},"themes":[],"htmlText":"All are bitcoin issue ","listText":"All are bitcoin issue ","text":"All are bitcoin issue","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008329545","repostId":"1155972670","repostType":4,"repost":{"id":"1155972670","kind":"news","pubTimestamp":1641364775,"share":"https://ttm.financial/m/news/1155972670?lang=en_US&edition=fundamental","pubTime":"2022-01-05 14:39","market":"us","language":"en","title":"Nvidia's Bull Run May Continue, But Micron Is A Better Pick","url":"https://stock-news.laohu8.com/highlight/detail?id=1155972670","media":"Seeking Alpha","summary":"SummaryNvidia and Micron are two semiconductor giants, but Nvidia has been a better performer and a ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Nvidia and Micron are two semiconductor giants, but Nvidia has been a better performer and a more popular stock lately.</li><li>Although Nvidia's semiconductors are irreplaceable, their past growth rate appears unsustainable.</li><li>On the other hand, Micron's bull run could just be getting started, and its growth is becoming less cyclical.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6691b70fdc966ffa4fdf41f48e2288a1\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Jae Young Ju/iStock via Getty Images</span></p><p><b>Thesis</b></p><p>Both NVIDIA (NASDAQ:NVDA) and Micron (NASDAQ:MU) are semiconductor giants benefiting from strong growth trends in data centers, self-driving cars, and other high tech fields. From a purely business perspective, Nvidia's capital-light operations and market leadership make it preferable. However, at a 6x cheaper valuation, Micron is the better buy now.</p><p><b>Introduction</b></p><p>Nvidia's bull run over the past couple years made it by far the most valuable semiconductor company. In fact, it's now the 8th most valuable company in the world. Among semiconductor companies, only TSMC (NYSE:TSM) joins it in the top 25. This status has given Nvidia a reputation as the premier "picks and shovels" play of futuristic tech.</p><p>It's certainly true that Nvidia is<i>a</i>picks and shovels play. Nvidia's GPUs - which specialize in highly parallelized computing like graphics - are increasingly important in areas like data centers, cryptocurrency mining, and self-driving cars. Companies like Meta (NASDAQ:FB) are ramping up spending in these fields, which in Meta's case reportedly includes an all-in bet on Nvidia's GPUs. Widespread demand created a shortage of Nvidia products and drove the bull run that 6xed the stock from its March 2020 lows.</p><p>However, over half of that performance was driven by multiple expansion. Nvidia bottomed at 35 P/E in 2020, and now stands at nearly 100. This lofty multiple makes Nvidia look much further ahead of its semiconductor peers than it actually is.</p><p>To illustrate, Micron - which at a $104B market cap and P/E of 14 has flown comparatively under the radar - actually has more revenue than Nvidia. In the last 12 months, they brought in $27.7B compared to $24.3B from Nvidia. If Nvidia's P/E was applied to Micron, it would have a $713B market cap... just 5.6% smaller than Nvidia's.</p><p>From a business perspective, there's not much similarity between these two companies besides the fact that they both design semiconductors.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/200b841ba17e382317f5508778ebf9ff\" tg-width=\"640\" tg-height=\"394\" width=\"100%\" height=\"auto\"/><span>Source: Statista</span></p><p>Nvidia focuses on GPUs, a product that it invented. It has 83% market share, excluding integrated GPUs where Intel leads. This market share is partially protected by intellectual property.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0ecfd56031c9bfeb18ff874dc722363\" tg-width=\"640\" tg-height=\"394\" width=\"100%\" height=\"auto\"/><span>Source: TECHDesign</span></p><p>On the other hand, Micron is a distant third in DRAM market share and only fifth in the crowded NAND space. Unlike Nvidia, Micron manufactures chips in addition to designing them and doesn't seem to have a noteworthy advantage when it comes to intellectual property.</p><p>DRAM and NAND are two types of memory chips. While GPUs specialize in performing a lot of operations very quickly, memory chips focus on storing a lot of information.</p><p>Memory chips are used alongside GPUs, and don't compete directly with them. Micron is partnered with Nvidia on a variety of offerings, helping both companies benefit from the same growth trends. In particular, both companies have highlighted AI, 5G, IoT, gaming, industrial, blockchain, the metaverse, and auto as areas that will drive future growth.</p><p>In the rest of this article, I'll explain why Nvidia's growth rate over the past year may not be sustainable, while Micron's future growth may be even better than it was in the past.</p><p><b>Nvidia's Growth Trajectory</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74dbfacbd6ae03fb40883b5dfea2bbf8\" tg-width=\"640\" tg-height=\"76\" width=\"100%\" height=\"auto\"/><span>Source: Seeking Alpha</span></p><p>According to Seeking Alpha, analysts project a 16-18% revenue and earnings CAGR for Nvidia over the next two years. For comparison, Nvidia is wrapping up a year where it will have grown earnings by about 73%.</p><p>What's causing the deceleration? One place to look is prior to 2021. Between 2005 and 2020, Nvidia's revenue grew at a CAGR of 12%. Adding 2021's historic growth brings it to 14% CAGR. So analysts are projecting slightly elevated growth relative to historic levels, which I think is reasonable. This level of growth is very impressive, and it was enough for Nvidia to generate strong returns even prior to this year.</p><p>This growth is also above the industry average. Since 2008, the only large cap semiconductor company with a revenue CAGR above 15% is Broadcom (NASDAQ:AVGO), which only broke this threshold due to acquisitions. Keep in mind that this is during the biggest tech bull run ever.</p><p>Famous investor Peter Lynch was skeptical of any company growing faster than 20% because of the difficulty of sustaining that growth, and the lack of exceptions to this rule in the semiconductor industry seems to prove him right. (There are plenty of exceptions in software though.)</p><p>At nearly 100 P/E and growing off of its largest revenue base ever, 2021 will be a difficult act for Nvidia to follow. Nvidia will have to grow significantly faster than 18% per year to justify its valuation relative to peers, since 18% growth would still put its PEG ratio above 5. If Nvidia delivers on its projected growth and trades flat for the next two years, it will have a<i>forward</i>P/E of 49.</p><p>It's also worth noting that semiconductor revenue is cyclical, so this isn't the first time that Nvidia has experienced strong growth. In both 2008 and 2018, Nvidia had growth of 34% of higher, but those years were followed by growth of -16% and 21% in the next year.</p><p>Just to highlight one area where growth doesn't look sustainable, Nvidia benefited from the increasing popularity of cryptocurrency in 2021. Nvidia has stated that it doesn't have visibility into exactly how much demand from crypto impacts revenue, but its products are used to mine cryptocurrency like Bitcoin (BTC-USD).</p><p>I'm certainly not so bold as to call a top in Bitcoin, but historically it has been the case that the year after a halving has marked the start of a Bitcoin bear market. Additionally, altcoins that use proof of stake (including Ethereum, which will switch to proof of stake in 2022) have been gaining market share on Bitcoin. Proof of stake doesn't need Nvidia's GPUs because it doesn't do as much computation.</p><p>Micron benefits from cryptocurrency as well, since miners need a lot of power and a lot of memory. But the market's perception seems to be that Nvidia benefits more based on the well publicized GPU shortages related to mining, which could negatively impact Nvidia's stock if Bitcoin crashes. Additionally, Micron would not be as impacted by a switch to proof of stake.</p><p>Focusing only on cryptocurrency is a disservice to Nvidia's strong growth across the board. Revenue is growing rapidly in every segment:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcb18bde54e264f60139107ea74aba67\" tg-width=\"945\" tg-height=\"326\" width=\"100%\" height=\"auto\"/><span>Source: The Author</span></p><p>These segments all have enormous potential, and that could let Nvidia continue to grow quickly for years. I'm not ruling out the possibility that Nvidia beats estimates and has positive returns in 2022 or the following years. Over the long term, I have no doubt that they will continue to grow revenue and do very well. I just see better places to deploy capital now, which brings us to Micron.</p><p><b>Micron's Growth Trajectory</b></p><p>Micron is no slouch either when it comes to growth. Between 2005 and 2020, their revenue had a 10% CAGR (compared to 12% for Nvidia). According to Micron, memory has been the fastest growing sub-field in semiconductors over the last two decades.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2909ab175fa284b1247812cc9312e2d\" tg-width=\"930\" tg-height=\"330\" width=\"100%\" height=\"auto\"/><span>Source: Earnings Presentation</span></p><p>Micron breaks down its segments a bit differently than Nvidia, but its segments are all growing quickly as well. They highlight many of the same growth drivers as Nvidia. In particular, they saw 80% growth in industrial/IoT this year, and they expect 40-50% CAGR in the auto market over the next three years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f64ca0b97d8dd38525cee5bd53299cc\" tg-width=\"640\" tg-height=\"75\" width=\"100%\" height=\"auto\"/><span>Source: Seeking Alpha</span></p><p>Micron's fiscal year ends at a different time than Nvidia, so it's difficult to make head-to-head comparisons based on the estimates in the image above. But one easy point to make is that Micron's projected EPS growth in the one year ending August 2022 is 10% higher than Nvidia's projected EPS growth in the two years from January 2022 to January 2024.</p><p>These are just projections and they're often wrong. But Micron's projected EPS growth is based on just 16% revenue growth, which seems like an attainable target that's only slightly higher than its historic growth rate.</p><p>Ideally, an investment would be fairly valued based on earnings estimates so that a company doesn't have to wildly exceed expectations to deliver strong returns. I believe that's the case with Micron, since even using its historic 10% CAGR without factoring in this year's projected 46% growth, it has a PEG of just 1.4.</p><p>Another reason why I believe Micron's growth estimates are attainable is because of where they are in the supply/demand cycle. While Nvidia's revenue is breaking records every quarter, Micron still has less revenue now than it did in 2018. This is an industry-wide issue; revenue for Micron competitor SK Hynix also peaked in 2018.</p><p>It's not a foregone conclusion that revenue in the memory industry will reach another all-time high. But considering the strong growth trends that underpin the industry and the progress those trends have made since 2018, I think it's reasonable to assume that this will happen at some point.</p><p>There are a variety of other reasons why Micron's future growth could be steadier and more sustainable than it was in the past:</p><ul><li>75% of their revenue now comes from long term agreements based on close collaboration with customers. This is up from 10% five years ago.</li><li>The memory industry has consolidated (anyone remember Sandisk, Inotera, or Elpida?), which should lead to more favorable pricing and less risk of oversupply.</li><li>The adoption of capital intensive EUV manufacturing technology will make it more difficult for new entrants, especially in China where the tech is unavailable.</li><li>Micron could get support from the federal government as part of the CHIPS act, which appears to be more focused on manufacturing than design (and thus not as likely to benefit Nvidia).</li><li>Micron recently started paying a dividend, which indicates management's confidence that their cash flows are sustainable.</li></ul><p><b>Risks</b></p><p>To be clear, my thesis is that Micron will outperform Nvidia over the next few years, not that Nvidia's stock will decline. Great companies like Nvidia can trade at elevated multiples for a long time and I have no desire to short Nvidia. Even so, there are a couple reasons why this narrow thesis could fail and Micron could end up underperforming Nvidia.</p><p>The first is that Micron's moat sources are not as strong as Nvidia's. Micron's market position has improved as a result of the factors mentioned in the previous section. Even so, it's still a relatively small player compared to Samsung despite its market leadership in some verticals like low power DRAM. This could stop Micron from driving innovations through R&D or exercising pricing power. On the other hand, Nvidia invented the GPU, owns substantial intellectual property related to it, and is the largest GPU player with the largest R&D budget.</p><p>Micron has also benefitted from multiple expansion; a couple years ago it had a forward P/E of just 3. In that respect, Nvidia and Micron have both experienced a similar level of multiple expansion (about 5x). The difference is that Micron's current P/E of 14 is a reasonable multiple for a fast growing cyclical company with high teens revenue growth. Nvidia's current P/E of 93 is a reasonable multiple for a high quality company positioned to grow at 30%+ for years to come, which I doubt Nvidia (or any large cap semiconductor company) can do. Even so, both companies could be vulnerable to multiple contraction in the future. While I believe it's unlikely, Micron could benefit less from changes to its multiple than Nvidia.</p><p><b>Conclusion</b></p><p>Both Micron and Nvidia are great companies, but Nvidia is probably a better company in terms of market position and margins. I would be an avid buyer of Nvidia at 40-50 P/E, a level that I admit it may not fall to for a while. In the meantime, I'm happy with a large position in Micron, which is an increasingly great company at a fair price.</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>Nvidia's Bull Run May Continue, But Micron Is A Better Pick</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\">\nNvidia's Bull Run May Continue, But Micron Is A Better Pick\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 14:39 GMT+8 <a href=https://seekingalpha.com/article/4477940-nvidia-nvda-mu-bull-run-may-continue-micron-better-pick><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia and Micron are two semiconductor giants, but Nvidia has been a better performer and a more popular stock lately.Although Nvidia's semiconductors are irreplaceable, their past growth rate...</p>\n\n<a href=\"https://seekingalpha.com/article/4477940-nvidia-nvda-mu-bull-run-may-continue-micron-better-pick\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","MU":"美光科技"},"source_url":"https://seekingalpha.com/article/4477940-nvidia-nvda-mu-bull-run-may-continue-micron-better-pick","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155972670","content_text":"SummaryNvidia and Micron are two semiconductor giants, but Nvidia has been a better performer and a more popular stock lately.Although Nvidia's semiconductors are irreplaceable, their past growth rate appears unsustainable.On the other hand, Micron's bull run could just be getting started, and its growth is becoming less cyclical.Jae Young Ju/iStock via Getty ImagesThesisBoth NVIDIA (NASDAQ:NVDA) and Micron (NASDAQ:MU) are semiconductor giants benefiting from strong growth trends in data centers, self-driving cars, and other high tech fields. From a purely business perspective, Nvidia's capital-light operations and market leadership make it preferable. However, at a 6x cheaper valuation, Micron is the better buy now.IntroductionNvidia's bull run over the past couple years made it by far the most valuable semiconductor company. In fact, it's now the 8th most valuable company in the world. Among semiconductor companies, only TSMC (NYSE:TSM) joins it in the top 25. This status has given Nvidia a reputation as the premier \"picks and shovels\" play of futuristic tech.It's certainly true that Nvidia isapicks and shovels play. Nvidia's GPUs - which specialize in highly parallelized computing like graphics - are increasingly important in areas like data centers, cryptocurrency mining, and self-driving cars. Companies like Meta (NASDAQ:FB) are ramping up spending in these fields, which in Meta's case reportedly includes an all-in bet on Nvidia's GPUs. Widespread demand created a shortage of Nvidia products and drove the bull run that 6xed the stock from its March 2020 lows.However, over half of that performance was driven by multiple expansion. Nvidia bottomed at 35 P/E in 2020, and now stands at nearly 100. This lofty multiple makes Nvidia look much further ahead of its semiconductor peers than it actually is.To illustrate, Micron - which at a $104B market cap and P/E of 14 has flown comparatively under the radar - actually has more revenue than Nvidia. In the last 12 months, they brought in $27.7B compared to $24.3B from Nvidia. If Nvidia's P/E was applied to Micron, it would have a $713B market cap... just 5.6% smaller than Nvidia's.From a business perspective, there's not much similarity between these two companies besides the fact that they both design semiconductors.Source: StatistaNvidia focuses on GPUs, a product that it invented. It has 83% market share, excluding integrated GPUs where Intel leads. This market share is partially protected by intellectual property.Source: TECHDesignOn the other hand, Micron is a distant third in DRAM market share and only fifth in the crowded NAND space. Unlike Nvidia, Micron manufactures chips in addition to designing them and doesn't seem to have a noteworthy advantage when it comes to intellectual property.DRAM and NAND are two types of memory chips. While GPUs specialize in performing a lot of operations very quickly, memory chips focus on storing a lot of information.Memory chips are used alongside GPUs, and don't compete directly with them. Micron is partnered with Nvidia on a variety of offerings, helping both companies benefit from the same growth trends. In particular, both companies have highlighted AI, 5G, IoT, gaming, industrial, blockchain, the metaverse, and auto as areas that will drive future growth.In the rest of this article, I'll explain why Nvidia's growth rate over the past year may not be sustainable, while Micron's future growth may be even better than it was in the past.Nvidia's Growth TrajectorySource: Seeking AlphaAccording to Seeking Alpha, analysts project a 16-18% revenue and earnings CAGR for Nvidia over the next two years. For comparison, Nvidia is wrapping up a year where it will have grown earnings by about 73%.What's causing the deceleration? One place to look is prior to 2021. Between 2005 and 2020, Nvidia's revenue grew at a CAGR of 12%. Adding 2021's historic growth brings it to 14% CAGR. So analysts are projecting slightly elevated growth relative to historic levels, which I think is reasonable. This level of growth is very impressive, and it was enough for Nvidia to generate strong returns even prior to this year.This growth is also above the industry average. Since 2008, the only large cap semiconductor company with a revenue CAGR above 15% is Broadcom (NASDAQ:AVGO), which only broke this threshold due to acquisitions. Keep in mind that this is during the biggest tech bull run ever.Famous investor Peter Lynch was skeptical of any company growing faster than 20% because of the difficulty of sustaining that growth, and the lack of exceptions to this rule in the semiconductor industry seems to prove him right. (There are plenty of exceptions in software though.)At nearly 100 P/E and growing off of its largest revenue base ever, 2021 will be a difficult act for Nvidia to follow. Nvidia will have to grow significantly faster than 18% per year to justify its valuation relative to peers, since 18% growth would still put its PEG ratio above 5. If Nvidia delivers on its projected growth and trades flat for the next two years, it will have aforwardP/E of 49.It's also worth noting that semiconductor revenue is cyclical, so this isn't the first time that Nvidia has experienced strong growth. In both 2008 and 2018, Nvidia had growth of 34% of higher, but those years were followed by growth of -16% and 21% in the next year.Just to highlight one area where growth doesn't look sustainable, Nvidia benefited from the increasing popularity of cryptocurrency in 2021. Nvidia has stated that it doesn't have visibility into exactly how much demand from crypto impacts revenue, but its products are used to mine cryptocurrency like Bitcoin (BTC-USD).I'm certainly not so bold as to call a top in Bitcoin, but historically it has been the case that the year after a halving has marked the start of a Bitcoin bear market. Additionally, altcoins that use proof of stake (including Ethereum, which will switch to proof of stake in 2022) have been gaining market share on Bitcoin. Proof of stake doesn't need Nvidia's GPUs because it doesn't do as much computation.Micron benefits from cryptocurrency as well, since miners need a lot of power and a lot of memory. But the market's perception seems to be that Nvidia benefits more based on the well publicized GPU shortages related to mining, which could negatively impact Nvidia's stock if Bitcoin crashes. Additionally, Micron would not be as impacted by a switch to proof of stake.Focusing only on cryptocurrency is a disservice to Nvidia's strong growth across the board. Revenue is growing rapidly in every segment:Source: The AuthorThese segments all have enormous potential, and that could let Nvidia continue to grow quickly for years. I'm not ruling out the possibility that Nvidia beats estimates and has positive returns in 2022 or the following years. Over the long term, I have no doubt that they will continue to grow revenue and do very well. I just see better places to deploy capital now, which brings us to Micron.Micron's Growth TrajectoryMicron is no slouch either when it comes to growth. Between 2005 and 2020, their revenue had a 10% CAGR (compared to 12% for Nvidia). According to Micron, memory has been the fastest growing sub-field in semiconductors over the last two decades.Source: Earnings PresentationMicron breaks down its segments a bit differently than Nvidia, but its segments are all growing quickly as well. They highlight many of the same growth drivers as Nvidia. In particular, they saw 80% growth in industrial/IoT this year, and they expect 40-50% CAGR in the auto market over the next three years.Source: Seeking AlphaMicron's fiscal year ends at a different time than Nvidia, so it's difficult to make head-to-head comparisons based on the estimates in the image above. But one easy point to make is that Micron's projected EPS growth in the one year ending August 2022 is 10% higher than Nvidia's projected EPS growth in the two years from January 2022 to January 2024.These are just projections and they're often wrong. But Micron's projected EPS growth is based on just 16% revenue growth, which seems like an attainable target that's only slightly higher than its historic growth rate.Ideally, an investment would be fairly valued based on earnings estimates so that a company doesn't have to wildly exceed expectations to deliver strong returns. I believe that's the case with Micron, since even using its historic 10% CAGR without factoring in this year's projected 46% growth, it has a PEG of just 1.4.Another reason why I believe Micron's growth estimates are attainable is because of where they are in the supply/demand cycle. While Nvidia's revenue is breaking records every quarter, Micron still has less revenue now than it did in 2018. This is an industry-wide issue; revenue for Micron competitor SK Hynix also peaked in 2018.It's not a foregone conclusion that revenue in the memory industry will reach another all-time high. But considering the strong growth trends that underpin the industry and the progress those trends have made since 2018, I think it's reasonable to assume that this will happen at some point.There are a variety of other reasons why Micron's future growth could be steadier and more sustainable than it was in the past:75% of their revenue now comes from long term agreements based on close collaboration with customers. This is up from 10% five years ago.The memory industry has consolidated (anyone remember Sandisk, Inotera, or Elpida?), which should lead to more favorable pricing and less risk of oversupply.The adoption of capital intensive EUV manufacturing technology will make it more difficult for new entrants, especially in China where the tech is unavailable.Micron could get support from the federal government as part of the CHIPS act, which appears to be more focused on manufacturing than design (and thus not as likely to benefit Nvidia).Micron recently started paying a dividend, which indicates management's confidence that their cash flows are sustainable.RisksTo be clear, my thesis is that Micron will outperform Nvidia over the next few years, not that Nvidia's stock will decline. Great companies like Nvidia can trade at elevated multiples for a long time and I have no desire to short Nvidia. Even so, there are a couple reasons why this narrow thesis could fail and Micron could end up underperforming Nvidia.The first is that Micron's moat sources are not as strong as Nvidia's. Micron's market position has improved as a result of the factors mentioned in the previous section. Even so, it's still a relatively small player compared to Samsung despite its market leadership in some verticals like low power DRAM. This could stop Micron from driving innovations through R&D or exercising pricing power. On the other hand, Nvidia invented the GPU, owns substantial intellectual property related to it, and is the largest GPU player with the largest R&D budget.Micron has also benefitted from multiple expansion; a couple years ago it had a forward P/E of just 3. In that respect, Nvidia and Micron have both experienced a similar level of multiple expansion (about 5x). The difference is that Micron's current P/E of 14 is a reasonable multiple for a fast growing cyclical company with high teens revenue growth. Nvidia's current P/E of 93 is a reasonable multiple for a high quality company positioned to grow at 30%+ for years to come, which I doubt Nvidia (or any large cap semiconductor company) can do. Even so, both companies could be vulnerable to multiple contraction in the future. While I believe it's unlikely, Micron could benefit less from changes to its multiple than Nvidia.ConclusionBoth Micron and Nvidia are great companies, but Nvidia is probably a better company in terms of market position and margins. I would be an avid buyer of Nvidia at 40-50 P/E, a level that I admit it may not fall to for a while. In the meantime, I'm happy with a large position in Micron, which is an increasingly great company at a fair price.","news_type":1,"symbols_score_info":{"MU":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814058861,"gmtCreate":1630731364253,"gmtModify":1676530387265,"author":{"id":"3566564093244423","authorId":"3566564093244423","name":"John_SG","avatar":"https://static.tigerbbs.com/df054d9816e672c0d6ca3fce6ac44861","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566564093244423","authorIdStr":"3566564093244423"},"themes":[],"htmlText":"Bright future","listText":"Bright future","text":"Bright future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/814058861","repostId":"1194566233","repostType":4,"isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905233752,"gmtCreate":1659891803478,"gmtModify":1703767389658,"author":{"id":"3566564093244423","authorId":"3566564093244423","name":"John_SG","avatar":"https://static.tigerbbs.com/df054d9816e672c0d6ca3fce6ac44861","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566564093244423","authorIdStr":"3566564093244423"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MEGL\">$Magic Empire Global Ltd(MEGL)$</a>Its so Magic! ","listText":"<a href=\"https://laohu8.com/S/MEGL\">$Magic Empire Global Ltd(MEGL)$</a>Its so Magic! 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