Venture118f personal page - To The Moon

Venture118f

Venture118f

Enjoy financial freedom - FIRE

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2023-04-06

Roller coaster ride again [开心]

S&P 500 Ends Lower As Recession Fears Take Center Stage

2022-12-30

$Futu Holdings Limited(FUTU)$ - way over sold for a small news which will not impact FUTU

2023-04-28

Liao back above 180 first [愤怒] [愤怒]

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2022-12-01

Can always buy 13series .... i'm still on ipahone 11🤭🤭🤭

Will iPhone 14 Troubles Drag Apple Stock in December?

2022-02-04

Huat ah

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2023-01-07

$Alibaba(09988)$ Still down aft holding fir 2 years 😖

2025-02-26

$SATS LTD.(S58.SI)$

2022-02-04

Nice ... huat ah

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2021-04-14

Huat ah .... market going for new height !!

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2022-11-17

Current depressing market allows me a chance to accumulate more APPLE 🍎☺️☺️😔

Why Apple Is The Only FAANG Stock Worth Buying

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/S58.SI\">$SATS LTD.(S58.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/S58.SI\">$SATS LTD.(S58.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$SATS LTD.(S58.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407692453003648","isVote":1,"tweetType":1,"viewCount":2630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":218243166654656,"gmtCreate":1694316942625,"gmtModify":1694316947190,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570608563368860","idStr":"3570608563368860"},"themes":[],"htmlText":"Is time for China to show their own supremacy instead of relying on wastern products.&nbsp;&nbsp;","listText":"Is time for China to show their own supremacy instead of relying on wastern products.&nbsp;&nbsp;","text":"Is time for China to show their own supremacy instead of relying on wastern products.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/218243166654656","repostId":"2366981877","repostType":4,"repost":{"id":"2366981877","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":1694312493,"share":"https://ttm.financial/m/news/2366981877?lang=en_US&edition=fundamental","pubTime":"2023-09-10 10:21","market":"us","language":"en","title":"Apple's China Dependency Spooks Investors After Ban","url":"https://stock-news.laohu8.com/highlight/detail?id=2366981877","media":"Dow Jones","summary":"By Aaron Tilley in San Francisco and Yoko Kubota in Beijing. China's move to limit Apple's reach is a development that investors have feared for years, signaling that a once-untouchable partner in the country is now ensnared in rising tensions between the world's two foremost superpowers.For years, Apple has navigated myriad crises in China, including wage disputes, trade tensions and strident Covid-19 lockdowns, often emerging unscathed after a relatively brief period of uncertainty.China's move to ban the use of iPhones by central government employees has spooked some investors, because Beijing's prioritization of national security over economic concerns appears to be reaching Apple.\"It is something to be concerned about,\" said Dan Morgan, a senior portfolio manager at Apple investor Synovus Trust. \"China has been a growth story for Apple.\". Close followers of Apple don't see the government restriction as indicative of an immin","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/252889c91837eb9565c048eaa31b6c07\" tg-width=\"700\" tg-height=\"466\"/></p><p>China&#39;s move to limit Apple&#39;s reach is a development that investors have feared for years, signaling that a once-untouchable partner in the country is now ensnared in rising tensions between the world&#39;s two foremost superpowers.</p><p>For years, Apple has navigated myriad crises in China, including wage disputes, trade tensions and strident Covid-19 lockdowns, often emerging unscathed after a relatively brief period of uncertainty.</p><p>China&#39;s move to ban the use of iPhones by central government employees has spooked some investors, because Beijing&#39;s prioritization of national security over economic concerns appears to be reaching Apple.</p><p>While analysts don&#39;t expect the government&#39;s order to significantly curtail Apple&#39;s sales, the episode serves as another marker of the risk that looms as the company tries to manage a delicate relationship with the world&#39;s second-largest economy.</p><p>&#34;It is something to be concerned about,&#34; said Dan Morgan, a senior portfolio manager at Apple investor Synovus Trust. &#34;China has been a growth story for Apple.&#34;</p><p>Morgan said it would be worrisome if a similar dynamic emerged for Apple that exists in the chip industry, which has suffered a geopolitical tit-for-tat with trade sanctions being imposed by both countries.</p><p>Apple&#39;s stock is trading down more than 6% since markets opened on Wednesday, wiping out around $190 billion in market value since the ban was reported Wednesday by The Wall Street Journal. The Nasdaq Composite Index was down only 2% in the same period.</p><p>China&#39;s move to limit iPhone use comes at a time of great economic uncertainty in the country. Manufacturing activity has contracted, exports have declined and recent data showed an unusual drop in consumer prices.</p><p>The unifying constant in Apple&#39;s previous China-related challenges was a belief among analysts, political leaders, economists and others that the company could ultimately weather the storm because China needs Apple just as much as Apple needs China.</p><p>The work of assembling iPhones and other Apple gadgets employs millions of people around the country, and company investors have long taken assurance that the most drastic risks would be unlikely. China&#39;s ban is yet another test of that assumption.</p><p>Beijing&#39;s move also comes amid rising nationalism among Chinese consumers that is driving them toward domestic brands. Apple has dominated the premium smartphone market in China recently since China&#39;s Huawei had to pull back following Western sanctions on critical chip technology. But last week, Huawei made a surprising return to fast cellular wireless speeds using homegrown technology, and on Friday started selling two more high-end models that could potentially target the iPhone15 series, which is expected to be released next week.</p><p>Close followers of Apple don&#39;t see the government restriction as indicative of an imminent consumer-wide ban on Apple products or a ban on Apple-related manufacturing activity, which would be cataclysmic events for the iPhone maker.</p><p>&#34;This is a symptom of a bigger problem with the trade and ideological war going on between China and the U.S.,&#34; said Trip Miller, managing partner at Apple investor Gullane Capital Partners.</p><p>Investors and analysts pointed to Tesla as a case study. In 2021, China restricted the use of Tesla vehicles by military staff and employees of certain state-owned companies. Following the restriction for government employees, Tesla&#39;s China business remained steady.</p><p>Apple&#39;s decline in the market follows a year of blistering stock growth that made it the world&#39;s first corporation to close with a market value above $3 trillion. Its stock had jumped almost 50% this year before news of the China ban broke, even though the company&#39;s sales have declined for all of its first three fiscal quarters of the year.</p><p>China is Apple&#39;s third-largest market, delivering 19% of the company&#39;s total 2022 revenue of $394 billion. The country has also served as its greatest engine of growth. In 2021, Apple&#39;s China business expanded nearly 70%, far faster than its two largest reported regions, the Americas and Europe.</p><p>Apple hasn&#39;t commented on the ban, which was communicated to government staff in recent weeks by superiors in workplace chat groups or meetings. It has since been sent to a swath of employees at state-owned companies, including workers in the space and energy industries, who have been told not to bring their iPhones into work or use them for business purposes, according to people familiar with the matter. Chinese officials haven&#39;t made any public comments on the issue.</p><p>Voices inside Apple have warned of the risks of dependency on China. As early as 2015, some operations executives suggested that the company relocate assembly of one product to Vietnam to begin a multiyear process of creating a new supply chain outside China, the Journal previously reported. Senior managers at the company rebuffed the idea, seeing it as too difficult an undertaking to seriously move manufacturing out of China.</p><p>Since supply-chain disruptions during the pandemic, however, Apple has sought to diversify more manufacturing into nearby countries such as Vietnam and India, the Journal has reported.</p><p>Late last year, after riots broke out in a massive iPhone production facility in Zhengzhou as the country imposed harsh Covid-19 restrictions, Apple issued a rare mid-quarter warning that shipments of its then-latest iPhone 14 Pro models would be affected.</p><p>But Apple&#39;s roots in China -- laid down by Chief Executive Tim Cook himself after he joined the company in 1998 -- would take years to even begin to disentangle.</p><p>Before the pandemic, Cook traveled to China regularly to meet with top officials. When he visited in March, he met Chinese Premier Li Qiang alongside a handful of other foreign business executives, and spoke with Commerce Minister Wang Wentao about stabilizing supply chains, according to a ministry statement.</p><p>Apple has worked to appease the Chinese government on security. In 2018, the company began shifting the iCloud accounts of its China users to servers located in the country. It also stored the encryption key of those accounts in China, a step that alarmed security experts at the time.</p><p>Apple is likely to try to communicate behind the scenes with the Chinese government to understand the government&#39;s concerns and see how those could be addressed, said Xiaomeng Lu, a director at risk consulting firm Eurasia Group focusing on geopolitics and technology.</p><p>&#34;They are very good at this game and Tim Cook is very proactive on this type of thing,&#34; she said.</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>Apple's China Dependency Spooks Investors After Ban</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's China Dependency Spooks Investors After Ban\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\">2023-09-10 10:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/252889c91837eb9565c048eaa31b6c07\" tg-width=\"700\" tg-height=\"466\"/></p><p>China&#39;s move to limit Apple&#39;s reach is a development that investors have feared for years, signaling that a once-untouchable partner in the country is now ensnared in rising tensions between the world&#39;s two foremost superpowers.</p><p>For years, Apple has navigated myriad crises in China, including wage disputes, trade tensions and strident Covid-19 lockdowns, often emerging unscathed after a relatively brief period of uncertainty.</p><p>China&#39;s move to ban the use of iPhones by central government employees has spooked some investors, because Beijing&#39;s prioritization of national security over economic concerns appears to be reaching Apple.</p><p>While analysts don&#39;t expect the government&#39;s order to significantly curtail Apple&#39;s sales, the episode serves as another marker of the risk that looms as the company tries to manage a delicate relationship with the world&#39;s second-largest economy.</p><p>&#34;It is something to be concerned about,&#34; said Dan Morgan, a senior portfolio manager at Apple investor Synovus Trust. &#34;China has been a growth story for Apple.&#34;</p><p>Morgan said it would be worrisome if a similar dynamic emerged for Apple that exists in the chip industry, which has suffered a geopolitical tit-for-tat with trade sanctions being imposed by both countries.</p><p>Apple&#39;s stock is trading down more than 6% since markets opened on Wednesday, wiping out around $190 billion in market value since the ban was reported Wednesday by The Wall Street Journal. The Nasdaq Composite Index was down only 2% in the same period.</p><p>China&#39;s move to limit iPhone use comes at a time of great economic uncertainty in the country. Manufacturing activity has contracted, exports have declined and recent data showed an unusual drop in consumer prices.</p><p>The unifying constant in Apple&#39;s previous China-related challenges was a belief among analysts, political leaders, economists and others that the company could ultimately weather the storm because China needs Apple just as much as Apple needs China.</p><p>The work of assembling iPhones and other Apple gadgets employs millions of people around the country, and company investors have long taken assurance that the most drastic risks would be unlikely. China&#39;s ban is yet another test of that assumption.</p><p>Beijing&#39;s move also comes amid rising nationalism among Chinese consumers that is driving them toward domestic brands. Apple has dominated the premium smartphone market in China recently since China&#39;s Huawei had to pull back following Western sanctions on critical chip technology. But last week, Huawei made a surprising return to fast cellular wireless speeds using homegrown technology, and on Friday started selling two more high-end models that could potentially target the iPhone15 series, which is expected to be released next week.</p><p>Close followers of Apple don&#39;t see the government restriction as indicative of an imminent consumer-wide ban on Apple products or a ban on Apple-related manufacturing activity, which would be cataclysmic events for the iPhone maker.</p><p>&#34;This is a symptom of a bigger problem with the trade and ideological war going on between China and the U.S.,&#34; said Trip Miller, managing partner at Apple investor Gullane Capital Partners.</p><p>Investors and analysts pointed to Tesla as a case study. In 2021, China restricted the use of Tesla vehicles by military staff and employees of certain state-owned companies. Following the restriction for government employees, Tesla&#39;s China business remained steady.</p><p>Apple&#39;s decline in the market follows a year of blistering stock growth that made it the world&#39;s first corporation to close with a market value above $3 trillion. Its stock had jumped almost 50% this year before news of the China ban broke, even though the company&#39;s sales have declined for all of its first three fiscal quarters of the year.</p><p>China is Apple&#39;s third-largest market, delivering 19% of the company&#39;s total 2022 revenue of $394 billion. The country has also served as its greatest engine of growth. In 2021, Apple&#39;s China business expanded nearly 70%, far faster than its two largest reported regions, the Americas and Europe.</p><p>Apple hasn&#39;t commented on the ban, which was communicated to government staff in recent weeks by superiors in workplace chat groups or meetings. It has since been sent to a swath of employees at state-owned companies, including workers in the space and energy industries, who have been told not to bring their iPhones into work or use them for business purposes, according to people familiar with the matter. Chinese officials haven&#39;t made any public comments on the issue.</p><p>Voices inside Apple have warned of the risks of dependency on China. As early as 2015, some operations executives suggested that the company relocate assembly of one product to Vietnam to begin a multiyear process of creating a new supply chain outside China, the Journal previously reported. Senior managers at the company rebuffed the idea, seeing it as too difficult an undertaking to seriously move manufacturing out of China.</p><p>Since supply-chain disruptions during the pandemic, however, Apple has sought to diversify more manufacturing into nearby countries such as Vietnam and India, the Journal has reported.</p><p>Late last year, after riots broke out in a massive iPhone production facility in Zhengzhou as the country imposed harsh Covid-19 restrictions, Apple issued a rare mid-quarter warning that shipments of its then-latest iPhone 14 Pro models would be affected.</p><p>But Apple&#39;s roots in China -- laid down by Chief Executive Tim Cook himself after he joined the company in 1998 -- would take years to even begin to disentangle.</p><p>Before the pandemic, Cook traveled to China regularly to meet with top officials. When he visited in March, he met Chinese Premier Li Qiang alongside a handful of other foreign business executives, and spoke with Commerce Minister Wang Wentao about stabilizing supply chains, according to a ministry statement.</p><p>Apple has worked to appease the Chinese government on security. In 2018, the company began shifting the iCloud accounts of its China users to servers located in the country. It also stored the encryption key of those accounts in China, a step that alarmed security experts at the time.</p><p>Apple is likely to try to communicate behind the scenes with the Chinese government to understand the government&#39;s concerns and see how those could be addressed, said Xiaomeng Lu, a director at risk consulting firm Eurasia Group focusing on geopolitics and technology.</p><p>&#34;They are very good at this game and Tim Cook is very proactive on this type of thing,&#34; she said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0444971666.USD":"天利全球科技基金","BK4512":"苹果概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","BK4553":"喜马拉雅资本持仓","BK4501":"段永平概念","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4571":"数字音乐概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0080751232.USD":"富达环球多元动力基金A","BK4575":"芯片概念","BK4566":"资本集团","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4515":"5G概念","BK4559":"巴菲特持仓","LU0109392836.USD":"富兰克林科技股A","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4579":"人工智能","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4507":"流媒体概念","AAPL":"苹果","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4574":"无人驾驶","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2366981877","content_text":"China's move to limit Apple's reach is a development that investors have feared for years, signaling that a once-untouchable partner in the country is now ensnared in rising tensions between the world's two foremost superpowers.For years, Apple has navigated myriad crises in China, including wage disputes, trade tensions and strident Covid-19 lockdowns, often emerging unscathed after a relatively brief period of uncertainty.China's move to ban the use of iPhones by central government employees has spooked some investors, because Beijing's prioritization of national security over economic concerns appears to be reaching Apple.While analysts don't expect the government's order to significantly curtail Apple's sales, the episode serves as another marker of the risk that looms as the company tries to manage a delicate relationship with the world's second-largest economy.\"It is something to be concerned about,\" said Dan Morgan, a senior portfolio manager at Apple investor Synovus Trust. \"China has been a growth story for Apple.\"Morgan said it would be worrisome if a similar dynamic emerged for Apple that exists in the chip industry, which has suffered a geopolitical tit-for-tat with trade sanctions being imposed by both countries.Apple's stock is trading down more than 6% since markets opened on Wednesday, wiping out around $190 billion in market value since the ban was reported Wednesday by The Wall Street Journal. The Nasdaq Composite Index was down only 2% in the same period.China's move to limit iPhone use comes at a time of great economic uncertainty in the country. Manufacturing activity has contracted, exports have declined and recent data showed an unusual drop in consumer prices.The unifying constant in Apple's previous China-related challenges was a belief among analysts, political leaders, economists and others that the company could ultimately weather the storm because China needs Apple just as much as Apple needs China.The work of assembling iPhones and other Apple gadgets employs millions of people around the country, and company investors have long taken assurance that the most drastic risks would be unlikely. China's ban is yet another test of that assumption.Beijing's move also comes amid rising nationalism among Chinese consumers that is driving them toward domestic brands. Apple has dominated the premium smartphone market in China recently since China's Huawei had to pull back following Western sanctions on critical chip technology. But last week, Huawei made a surprising return to fast cellular wireless speeds using homegrown technology, and on Friday started selling two more high-end models that could potentially target the iPhone15 series, which is expected to be released next week.Close followers of Apple don't see the government restriction as indicative of an imminent consumer-wide ban on Apple products or a ban on Apple-related manufacturing activity, which would be cataclysmic events for the iPhone maker.\"This is a symptom of a bigger problem with the trade and ideological war going on between China and the U.S.,\" said Trip Miller, managing partner at Apple investor Gullane Capital Partners.Investors and analysts pointed to Tesla as a case study. In 2021, China restricted the use of Tesla vehicles by military staff and employees of certain state-owned companies. Following the restriction for government employees, Tesla's China business remained steady.Apple's decline in the market follows a year of blistering stock growth that made it the world's first corporation to close with a market value above $3 trillion. Its stock had jumped almost 50% this year before news of the China ban broke, even though the company's sales have declined for all of its first three fiscal quarters of the year.China is Apple's third-largest market, delivering 19% of the company's total 2022 revenue of $394 billion. The country has also served as its greatest engine of growth. In 2021, Apple's China business expanded nearly 70%, far faster than its two largest reported regions, the Americas and Europe.Apple hasn't commented on the ban, which was communicated to government staff in recent weeks by superiors in workplace chat groups or meetings. It has since been sent to a swath of employees at state-owned companies, including workers in the space and energy industries, who have been told not to bring their iPhones into work or use them for business purposes, according to people familiar with the matter. Chinese officials haven't made any public comments on the issue.Voices inside Apple have warned of the risks of dependency on China. As early as 2015, some operations executives suggested that the company relocate assembly of one product to Vietnam to begin a multiyear process of creating a new supply chain outside China, the Journal previously reported. Senior managers at the company rebuffed the idea, seeing it as too difficult an undertaking to seriously move manufacturing out of China.Since supply-chain disruptions during the pandemic, however, Apple has sought to diversify more manufacturing into nearby countries such as Vietnam and India, the Journal has reported.Late last year, after riots broke out in a massive iPhone production facility in Zhengzhou as the country imposed harsh Covid-19 restrictions, Apple issued a rare mid-quarter warning that shipments of its then-latest iPhone 14 Pro models would be affected.But Apple's roots in China -- laid down by Chief Executive Tim Cook himself after he joined the company in 1998 -- would take years to even begin to disentangle.Before the pandemic, Cook traveled to China regularly to meet with top officials. When he visited in March, he met Chinese Premier Li Qiang alongside a handful of other foreign business executives, and spoke with Commerce Minister Wang Wentao about stabilizing supply chains, according to a ministry statement.Apple has worked to appease the Chinese government on security. In 2018, the company began shifting the iCloud accounts of its China users to servers located in the country. It also stored the encryption key of those accounts in China, a step that alarmed security experts at the time.Apple is likely to try to communicate behind the scenes with the Chinese government to understand the government's concerns and see how those could be addressed, said Xiaomeng Lu, a director at risk consulting firm Eurasia Group focusing on geopolitics and technology.\"They are very good at this game and Tim Cook is very proactive on this type of thing,\" she said.","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":3422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":202099536445520,"gmtCreate":1690347304250,"gmtModify":1690347308024,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570608563368860","idStr":"3570608563368860"},"themes":[],"htmlText":"Ba Ba liao ....&nbsp;[Happy]&nbsp;","listText":"Ba Ba liao ....&nbsp;[Happy]&nbsp;","text":"Ba Ba liao .... [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/202099536445520","repostId":"1163096816","repostType":4,"repost":{"id":"1163096816","kind":"news","pubTimestamp":1690341147,"share":"https://ttm.financial/m/news/1163096816?lang=en_US&edition=fundamental","pubTime":"2023-07-26 11:12","market":"hk","language":"en","title":"Alibaba Won't Be Cheap Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=1163096816","media":"GuruFocus","summary":"The Chinese tech giant is attractively valued amid favorable regulatory and macroeconomic developments","content":"<div>\n<p>SummaryAmid a broad tech rally that has pushed the Nasdaq Composite 35% higher so far this year, Alibaba's stock has gained just 5%.Some of the recent developments in the private business space point ...</p>\n\n<a href=\"https://www.gurufocus.com/news/2047751/alibaba-wont-be-cheap-forever\">Source Link</a>\n\n</div>\n","source":"lsy1605318755435","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Won't Be Cheap Forever</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Won't Be Cheap Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-26 11:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.gurufocus.com/news/2047751/alibaba-wont-be-cheap-forever><strong>GuruFocus</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAmid a broad tech rally that has pushed the Nasdaq Composite 35% higher so far this year, Alibaba's stock has gained just 5%.Some of the recent developments in the private business space point ...</p>\n\n<a href=\"https://www.gurufocus.com/news/2047751/alibaba-wont-be-cheap-forever\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://www.gurufocus.com/news/2047751/alibaba-wont-be-cheap-forever","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163096816","content_text":"SummaryAmid a broad tech rally that has pushed the Nasdaq Composite 35% higher so far this year, Alibaba's stock has gained just 5%.Some of the recent developments in the private business space point toward a normalized regulatory environment.Alibaba is cheaply valued compared to its American counterparts.When Chinese regulators attacked Alibaba Group Holding Ltd. in late 2020, the market anticipated a long path toward a full recovery. Almost three years later, its stock has yet to gain any momentum, confirming those initial fears were not unfounded.Amid a broad tech rally that has pushed the Nasdaq Composite 35% higher so far this year, Alibaba's shares have gained only 3.27%, highlighting the strong negative sentiment toward the company.Although the investor sentiment toward Alibaba and many of its Chinese peers has not improved meaningfully, there have been notable improvements on the regulatory front. Business conditions in China have also improved after the country abandoned its zero-Covid policy earlier this year, paving the way for tech companies to thrive. Most of this progress has yet to be reflected in its market value, which presents a good opportunity for investors.The improving regulatory and macroeconomic outlookAfter punishing Chinese tech companies for well over two years, policymakers in China have turned their attention to supporting the growth of these companies in a bid to achieve technological independence at a time when the country’s relationships with the U.S. are deteriorating. Since the conclusion of the National People’s Congress in March, several key officials have publicly commented that the government will support the growth of the private sector. This is a clear indication of the changing stance of policymakers.Several recent developments in the private business space point toward a normalized regulatory environment.First, on July 13, the Cyberspace Administration of China finalized a regulatory framework to promote the growth of artificial intelligence technology while adhering to social norms and government rules.Earlier this year, China also allowed the importation of more than 45 new video games and granted new licenses to several games built inside the country, signaling an end to the video game bans that had been in place for a couple of years.Next, China approved the reorganization plan of Alibaba Group, highlighting regulators’ approval of its new business strategy.Finally, DiDi Global Inc. was allowed to enlist its mobile applications in popular app stores, signaling the end of the government crackdown on its business practices.While the regulatory environment for Chinese tech companies has improved notably over the past several months, Mr. Market has not rewarded these stocks, creating a disconnect between the market value and the economic reality of these companies. Alibaba, as the largest e-commerce and cloud infrastructure company in China, stands to benefit from this favorable shift in regulatory policy.China's economic growth and its impact on AlibabaIn the first quarter, the Chinese economy grew by 4.5%, ahead of the 4% growth expected by analysts. Although the economy showed signs of growth challenges in the second quarter, policymakers have acted swiftly by slashing several key policy rates to spur consumer spending and business investments. China is one of the few countries in the world to have embraced an expansionary monetary policy framework this year even as many other developed countries are grappling with high inflation and rising interest rates.There are promising signs from a macroeconomic perspective as well. For instance, retail sales in China climbed more than 5% in June after registering a strong growth of 8.3% in May. This is an indication that Chinese consumers are spending increasing amounts amid the favorable fiscal and monetary policy environment. As a consumer-facing company, Alibaba will directly benefit from a continued increase in retail spending.Unlocking hidden value through spinoffsIn March, Alibaba announced a major restructuring, splitting into six independent business. This strategic move will unlock value by freeing up the conglomerate discount. In economics, highly diversified businesses are almost always thought to have a lower value than the sum of each individual business, which is referred to as the conglomerate discount.By establishing separate companies for key business units, such as cloud computing and retail e-commerce, Alibaba will book a notable increase in its enterprise value. When the announcement was made, Alibaba shares surged more than 15%. However, almost all these gains have been wiped out by the lackluster market performance since then, which suggests the market has not added any value to the expected increase in Alibaba’s enterprise value resulting from the spinoffs. This anomaly presents an opportunity for investors.The cheap valuationAlibaba trades with a forward price-earnings ratio of 11.4, which makes it one of the cheapest profitable tech companies in the market. A comparison of Alibaba and American tech giants suggest Alibaba is deeply undervalued curretnly. For context, Amazon.com Inc. trades with a price-earnings ratio of 81, while Alphabet Inc. has an earnings multiple of 23. Microsoft Corp., which competes with Alibaba for market share in the cloud computing segment, trades for 36 times earnings.One of the major reasons for Alibaba’s cheap valuation is its origins. Investors remain cautious about investing in Chinese tech companies because of the uncertainties associated with the relationship between the U.S. and China. However, in the long run, Alibaba is likely to be valued based on its earnings power – not geopolitical concerns. When this happens, Alibaba is likely to attract much higher valuation multiples.TakeawayChinese tech companies are breathing a sigh of relief with local regulators implementing favorable policies to kickstart private sector growth. Policymakers have taken a back seat in recent months, creating a growth-conducive environment for these companies as China looks to battle with the U.S. for global tech supremacy. Alibaba will be one of the biggest winners of the resurgence. At cheap valuation multiples, the company looks like a bargain currently.","news_type":1,"symbols_score_info":{"BABA":1.1,"09988":1.1}},"isVote":1,"tweetType":1,"viewCount":3442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947376541,"gmtCreate":1682614325683,"gmtModify":1682614330480,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570608563368860","idStr":"3570608563368860"},"themes":[],"htmlText":"Liao back above 180 first&nbsp;[愤怒]&nbsp;[愤怒]&nbsp;","listText":"Liao back above 180 first&nbsp;[愤怒]&nbsp;[愤怒]&nbsp;","text":"Liao back above 180 first [愤怒] [愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947376541","repostId":"1102618472","repostType":4,"isVote":1,"tweetType":1,"viewCount":2826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948519179,"gmtCreate":1680739732492,"gmtModify":1680739737115,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570608563368860","idStr":"3570608563368860"},"themes":[],"htmlText":"Roller coaster ride again&nbsp;[开心]&nbsp;","listText":"Roller coaster ride again&nbsp;[开心]&nbsp;","text":"Roller coaster ride again [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":31,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948519179","repostId":"2325313401","repostType":2,"repost":{"id":"2325313401","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":1680734452,"share":"https://ttm.financial/m/news/2325313401?lang=en_US&edition=fundamental","pubTime":"2023-04-06 06:40","market":"us","language":"en","title":"S&P 500 Ends Lower As Recession Fears Take Center Stage","url":"https://stock-news.laohu8.com/highlight/detail?id=2325313401","media":"Reuters","summary":"*U.S. service sector slows in March; inflation cools*March private payrolls miss estimates*FedEx up ","content":"<html><head></head><body><p>*U.S. service sector slows in March; inflation cools</p><p>*March private payrolls miss estimates</p><p>*FedEx up on plan to consolidate operating divisions</p><p>*Final snapshot: S&amp;P 500 -0.25%, Nasdaq -1.07%, Dow +0.24%</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/148a9575838512109ccd82ae8e486d62\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>April 5 (Reuters) - The S&amp;P 500 dipped and the Nasdaq ended sharply lower on Wednesday after a growing wave of weak economic data deepened worries that the Federal Reserve&#39;s rapid interest rate hikes might tip the U.S. economy into a recession.</p><p>Nvidia Corp dropped 2.1% and was among the stocks weighing most on the S&amp;P 500 after Alphabet Inc&#39;s Google unit said the supercomputers it uses to train its artificial intelligence models were faster and more power-efficient than comparable components made by the chipmaker.</p><p>Tesla Inc fell 3.7%, while Amazon and Apple declined more than 1%, pulling down the Nasdaq and reversing gains in some of Wall Street&#39;s most valuable companies in recent weeks.</p><p>Caterpillar, viewed as a bellwether for the industrial sector, dropped 1.8%, bringing its loss over the past two days to 7% as investors fretted about a potential economic downturn.</p><p>The S&amp;P 500 declined 0.25% to end the session at 4,090.38 points.</p><p>The Nasdaq fell 1.07% to 11,996.86 points, while the Dow Jones Industrial Average rose 0.24% to 33,482.72 points.</p><p>Driving the recession fears, the ADP National Employment report showed U.S. private employers hired far fewer workers than expected in March. That followed Tuesday&#39;s weak job openings data.</p><p>As well, the Institute for Supply Management&#39;s survey showed the services sector slowed more than expected last month on cooling demand, while a measure of prices paid by services businesses fell to a near three-year low.</p><p>Earlier this week data showed falling factory orders and soft manufacturing activity.</p><p>Wall Street&#39;s recent losses in reaction to signs of a slowing economy mark a change from recent months, when investors cheered weak economic data on the basis that it might mean the Fed&#39;s interest rate hikes were working and that the Fed could ease up on its campaign to rein in decades-high inflation.</p><p>&#34;We may have transitioned from the notion that &#39;bad news is good news&#39; to &#39;bad new is bad news&#39;,&#34; said Jay Hatfield, chief executive and portfolio manager at InfraCap in New York. &#34;Fear about a recession is the dominant theme.&#34;</p><p>Reflecting worries about the economy and recent turmoil in the banking sector, interest rate futures imply 61% odds that the Fed will cut interest rates from current levels by the end of its July meeting, according to CME Group&#39;s Fedwatch tool.</p><p>Of the 11 S&amp;P 500 sector indexes, seven declined, led lower by consumer discretionary, down 2.04%, followed by a 1.3% loss in industrials .</p><p>Among stocks that kept the Dow Jones Industrial Average in positive territory, Johnson &amp; Johnson rallied 4.5% after its $8.9 billion offer to settle talc-related lawsuits gained the support of thousands of claimants, easing an overhang on its plans to list consumer health unit Kenvue.</p><p>Artificial intelligence C3.ai Inc tumbled more than 15%, sliding for a second day after a short seller alleged accounting issues. The AI company denied the allegations in an emailed response to Reuters.</p><p>FedEx Corp rose 1.5% as the freight bellwether firm said it will fold its operating divisions into one organization as it steps up efforts to cut costs and increase efficiency.</p><p>Big banks including JPMorgan Chase &amp; Co and Citigroup will be among companies kicking off March-quarter reporting season next week, with investors eager for updates on the health of the financial industry.</p><p>Analysts on average expect aggregate S&amp;P 500 company earnings for the first quarter to have fallen 5% year-over-year, according to Refinitiv I/B/E/S.</p><p>Declining stocks outnumbered rising ones within the S&amp;P 500 by a 1.2-to-one ratio.</p><p>The S&amp;P 500 posted 11 new highs and two new lows; the Nasdaq recorded 39 new highs and 269 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 10.1 billion shares traded, compared to an average of 12.7 billion shares over the previous 20 sessions.</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>S&P 500 Ends Lower As Recession Fears Take Center Stage</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 Ends Lower As Recession Fears Take Center Stage\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\">2023-04-06 06:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>*U.S. service sector slows in March; inflation cools</p><p>*March private payrolls miss estimates</p><p>*FedEx up on plan to consolidate operating divisions</p><p>*Final snapshot: S&amp;P 500 -0.25%, Nasdaq -1.07%, Dow +0.24%</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/148a9575838512109ccd82ae8e486d62\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>April 5 (Reuters) - The S&amp;P 500 dipped and the Nasdaq ended sharply lower on Wednesday after a growing wave of weak economic data deepened worries that the Federal Reserve&#39;s rapid interest rate hikes might tip the U.S. economy into a recession.</p><p>Nvidia Corp dropped 2.1% and was among the stocks weighing most on the S&amp;P 500 after Alphabet Inc&#39;s Google unit said the supercomputers it uses to train its artificial intelligence models were faster and more power-efficient than comparable components made by the chipmaker.</p><p>Tesla Inc fell 3.7%, while Amazon and Apple declined more than 1%, pulling down the Nasdaq and reversing gains in some of Wall Street&#39;s most valuable companies in recent weeks.</p><p>Caterpillar, viewed as a bellwether for the industrial sector, dropped 1.8%, bringing its loss over the past two days to 7% as investors fretted about a potential economic downturn.</p><p>The S&amp;P 500 declined 0.25% to end the session at 4,090.38 points.</p><p>The Nasdaq fell 1.07% to 11,996.86 points, while the Dow Jones Industrial Average rose 0.24% to 33,482.72 points.</p><p>Driving the recession fears, the ADP National Employment report showed U.S. private employers hired far fewer workers than expected in March. That followed Tuesday&#39;s weak job openings data.</p><p>As well, the Institute for Supply Management&#39;s survey showed the services sector slowed more than expected last month on cooling demand, while a measure of prices paid by services businesses fell to a near three-year low.</p><p>Earlier this week data showed falling factory orders and soft manufacturing activity.</p><p>Wall Street&#39;s recent losses in reaction to signs of a slowing economy mark a change from recent months, when investors cheered weak economic data on the basis that it might mean the Fed&#39;s interest rate hikes were working and that the Fed could ease up on its campaign to rein in decades-high inflation.</p><p>&#34;We may have transitioned from the notion that &#39;bad news is good news&#39; to &#39;bad new is bad news&#39;,&#34; said Jay Hatfield, chief executive and portfolio manager at InfraCap in New York. &#34;Fear about a recession is the dominant theme.&#34;</p><p>Reflecting worries about the economy and recent turmoil in the banking sector, interest rate futures imply 61% odds that the Fed will cut interest rates from current levels by the end of its July meeting, according to CME Group&#39;s Fedwatch tool.</p><p>Of the 11 S&amp;P 500 sector indexes, seven declined, led lower by consumer discretionary, down 2.04%, followed by a 1.3% loss in industrials .</p><p>Among stocks that kept the Dow Jones Industrial Average in positive territory, Johnson &amp; Johnson rallied 4.5% after its $8.9 billion offer to settle talc-related lawsuits gained the support of thousands of claimants, easing an overhang on its plans to list consumer health unit Kenvue.</p><p>Artificial intelligence C3.ai Inc tumbled more than 15%, sliding for a second day after a short seller alleged accounting issues. The AI company denied the allegations in an emailed response to Reuters.</p><p>FedEx Corp rose 1.5% as the freight bellwether firm said it will fold its operating divisions into one organization as it steps up efforts to cut costs and increase efficiency.</p><p>Big banks including JPMorgan Chase &amp; Co and Citigroup will be among companies kicking off March-quarter reporting season next week, with investors eager for updates on the health of the financial industry.</p><p>Analysts on average expect aggregate S&amp;P 500 company earnings for the first quarter to have fallen 5% year-over-year, according to Refinitiv I/B/E/S.</p><p>Declining stocks outnumbered rising ones within the S&amp;P 500 by a 1.2-to-one ratio.</p><p>The S&amp;P 500 posted 11 new highs and two new lows; the Nasdaq recorded 39 new highs and 269 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 10.1 billion shares traded, compared to an average of 12.7 billion shares over the previous 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","JNJ":"强生","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4576":"AR","BK4503":"景林资产持仓","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4566":"资本集团","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4516":"特朗普概念","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4082":"医疗保健设备",".DJI":"道琼斯","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","AI":"C3.ai, Inc.","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","TSLA":"特斯拉","NVDA":"英伟达","BK4588":"碎股","BK4507":"流媒体概念","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","FDX":"联邦快递","BK4170":"电脑硬件、储存设备及电脑周边","LU0238689110.USD":"贝莱德环球动力股票基金","CAT":"卡特彼勒","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4551":"寇图资本持仓","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC",".SPX":"S&P 500 Index","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4525":"远程办公概念","BK4149":"建筑机械与重型卡车","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0444971666.USD":"天利全球科技基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2325313401","content_text":"*U.S. service sector slows in March; inflation cools*March private payrolls miss estimates*FedEx up on plan to consolidate operating divisions*Final snapshot: S&P 500 -0.25%, Nasdaq -1.07%, Dow +0.24%April 5 (Reuters) - The S&P 500 dipped and the Nasdaq ended sharply lower on Wednesday after a growing wave of weak economic data deepened worries that the Federal Reserve's rapid interest rate hikes might tip the U.S. economy into a recession.Nvidia Corp dropped 2.1% and was among the stocks weighing most on the S&P 500 after Alphabet Inc's Google unit said the supercomputers it uses to train its artificial intelligence models were faster and more power-efficient than comparable components made by the chipmaker.Tesla Inc fell 3.7%, while Amazon and Apple declined more than 1%, pulling down the Nasdaq and reversing gains in some of Wall Street's most valuable companies in recent weeks.Caterpillar, viewed as a bellwether for the industrial sector, dropped 1.8%, bringing its loss over the past two days to 7% as investors fretted about a potential economic downturn.The S&P 500 declined 0.25% to end the session at 4,090.38 points.The Nasdaq fell 1.07% to 11,996.86 points, while the Dow Jones Industrial Average rose 0.24% to 33,482.72 points.Driving the recession fears, the ADP National Employment report showed U.S. private employers hired far fewer workers than expected in March. That followed Tuesday's weak job openings data.As well, the Institute for Supply Management's survey showed the services sector slowed more than expected last month on cooling demand, while a measure of prices paid by services businesses fell to a near three-year low.Earlier this week data showed falling factory orders and soft manufacturing activity.Wall Street's recent losses in reaction to signs of a slowing economy mark a change from recent months, when investors cheered weak economic data on the basis that it might mean the Fed's interest rate hikes were working and that the Fed could ease up on its campaign to rein in decades-high inflation.\"We may have transitioned from the notion that 'bad news is good news' to 'bad new is bad news',\" said Jay Hatfield, chief executive and portfolio manager at InfraCap in New York. \"Fear about a recession is the dominant theme.\"Reflecting worries about the economy and recent turmoil in the banking sector, interest rate futures imply 61% odds that the Fed will cut interest rates from current levels by the end of its July meeting, according to CME Group's Fedwatch tool.Of the 11 S&P 500 sector indexes, seven declined, led lower by consumer discretionary, down 2.04%, followed by a 1.3% loss in industrials .Among stocks that kept the Dow Jones Industrial Average in positive territory, Johnson & Johnson rallied 4.5% after its $8.9 billion offer to settle talc-related lawsuits gained the support of thousands of claimants, easing an overhang on its plans to list consumer health unit Kenvue.Artificial intelligence C3.ai Inc tumbled more than 15%, sliding for a second day after a short seller alleged accounting issues. The AI company denied the allegations in an emailed response to Reuters.FedEx Corp rose 1.5% as the freight bellwether firm said it will fold its operating divisions into one organization as it steps up efforts to cut costs and increase efficiency.Big banks including JPMorgan Chase & Co and Citigroup will be among companies kicking off March-quarter reporting season next week, with investors eager for updates on the health of the financial industry.Analysts on average expect aggregate S&P 500 company earnings for the first quarter to have fallen 5% year-over-year, according to Refinitiv I/B/E/S.Declining stocks outnumbered rising ones within the S&P 500 by a 1.2-to-one ratio.The S&P 500 posted 11 new highs and two new lows; the Nasdaq recorded 39 new highs and 269 new lows.Volume on U.S. exchanges was relatively light, with 10.1 billion shares traded, compared to an average of 12.7 billion shares over the previous 20 sessions.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NVDA":0.9,"FDX":0.9,".IXIC":0.9,"AI":0.9,"CAT":0.9,"JNJ":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940245770,"gmtCreate":1677981432690,"gmtModify":1677981436076,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570608563368860","idStr":"3570608563368860"},"themes":[],"htmlText":"🤩","listText":"🤩","text":"🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940245770","repostId":"9957259153","repostType":1,"repost":{"id":9957259153,"gmtCreate":1677308230173,"gmtModify":1677308851895,"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4113904591642392","idStr":"4113904591642392"},"themes":[],"title":"How I Beat The Market By Analysing Economic Data & 🗞🗞🗞 Instead of “Buy the Rumor🗣🗣, Sell the News📰”","htmlText":"\"Buy the rumor🗣🗣, sell the news📰” is a trading strategy that can be used by traders eyeing short-term profits. ✅ In this strategy, traders buy a security based on speculation about an upcoming 📰 event &amp; sell the security when that 📰 is announced. ❌ Disadvantages of the strategy include lack of accuracy &amp; potential loss of opportunity on decisions not made quickly enough💸💸💸 ➡️ A common example of “Buy the 🗣🗣, sell the 🗞🗞🗞” in the stock market is trading based on the expectation of a company's quarterly earnings report. Perhaps there's a rumor that a company is expected to provide more revenue to shareholders than previously thought. In that case, traders will buy the stock quickly to take advantage of increased dividends or stock prices. Once the company has its earnings call or mak","listText":"\"Buy the rumor🗣🗣, sell the news📰” is a trading strategy that can be used by traders eyeing short-term profits. ✅ In this strategy, traders buy a security based on speculation about an upcoming 📰 event &amp; sell the security when that 📰 is announced. ❌ Disadvantages of the strategy include lack of accuracy &amp; potential loss of opportunity on decisions not made quickly enough💸💸💸 ➡️ A common example of “Buy the 🗣🗣, sell the 🗞🗞🗞” in the stock market is trading based on the expectation of a company's quarterly earnings report. Perhaps there's a rumor that a company is expected to provide more revenue to shareholders than previously thought. In that case, traders will buy the stock quickly to take advantage of increased dividends or stock prices. Once the company has its earnings call or mak","text":"\"Buy the rumor🗣🗣, sell the news📰” is a trading strategy that can be used by traders eyeing short-term profits. ✅ In this strategy, traders buy a security based on speculation about an upcoming 📰 event & sell the security when that 📰 is announced. ❌ Disadvantages of the strategy include lack of accuracy & potential loss of opportunity on decisions not made quickly enough💸💸💸 ➡️ A common example of “Buy the 🗣🗣, sell the 🗞🗞🗞” in the stock market is trading based on the expectation of a company's quarterly earnings report. Perhaps there's a rumor that a company is expected to provide more revenue to shareholders than previously thought. In that case, traders will buy the stock quickly to take advantage of increased dividends or stock prices. Once the company has its earnings call or mak","images":[{"img":"https://community-static.tradeup.com/news/19eabe9671eeee46908059cb5b060ec3","width":"1241","height":"1213"},{"img":"https://community-static.tradeup.com/news/1641d31881234e5b8f380eabf9d6d7a6","width":"1242","height":"755"},{"img":"https://community-static.tradeup.com/news/0d4633d3f7a7027c2d311e7d83887179","width":"1242","height":"622"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957259153","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940245425,"gmtCreate":1677981388767,"gmtModify":1677981392672,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570608563368860","idStr":"3570608563368860"},"themes":[],"htmlText":"[Observation]&nbsp;[NosePick]&nbsp;[Onlooker]&nbsp;","listText":"[Observation]&nbsp;[NosePick]&nbsp;[Onlooker]&nbsp;","text":"[Observation] [NosePick] [Onlooker]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940245425","isVote":1,"tweetType":1,"viewCount":3157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940245257,"gmtCreate":1677981340180,"gmtModify":1677981343775,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570608563368860","idStr":"3570608563368860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$&nbsp;</a>","text":"$Tiger Brokers(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940245257","isVote":1,"tweetType":1,"viewCount":2955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957662826,"gmtCreate":1677224716365,"gmtModify":1677224720401,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570608563368860","idStr":"3570608563368860"},"themes":[],"htmlText":"When will my DIS SM show in d system??","listText":"When will my DIS SM show in d system??","text":"When will my DIS SM show in d system??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957662826","repostId":"1173169540","repostType":4,"repost":{"id":"1173169540","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1677123991,"share":"https://ttm.financial/m/news/1173169540?lang=en_US&edition=fundamental","pubTime":"2023-02-23 11:46","market":"sg","language":"en","title":"Keppel Corp Shares Start Trading on an Ex-Distribution Basis on Feb 23","url":"https://stock-news.laohu8.com/highlight/detail?id=1173169540","media":"Tiger Newspress","summary":"Keppel Corp was trading 24.66 per cent or S$1.81 lower at S$5.53.The counter started trading on an e","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BN4.SI\">Keppel Corp</a> was trading 24.66 per cent or S$1.81 lower at S$5.53.</p><p>The counter started trading on an ex-distribution basis on Thursday. This means those who bought the stock from that date will no longer be entitled to the distribution in specie of 19.1 Sembcorp Marine shares per Keppel share held.</p><p><img src=\"https://static.tigerbbs.com/3da541594403a0764ab885a678ca96c8\" tg-width=\"927\" tg-height=\"671\" referrerpolicy=\"no-referrer\"/></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>Keppel Corp Shares Start Trading on an Ex-Distribution Basis on Feb 23</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\">\nKeppel Corp Shares Start Trading on an Ex-Distribution Basis on Feb 23\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">Tiger Newspress </p>\n<p class=\"h-time\">2023-02-23 11:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/BN4.SI\">Keppel Corp</a> was trading 24.66 per cent or S$1.81 lower at S$5.53.</p><p>The counter started trading on an ex-distribution basis on Thursday. This means those who bought the stock from that date will no longer be entitled to the distribution in specie of 19.1 Sembcorp Marine shares per Keppel share held.</p><p><img src=\"https://static.tigerbbs.com/3da541594403a0764ab885a678ca96c8\" tg-width=\"927\" tg-height=\"671\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BN4.SI":"吉宝有限公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173169540","content_text":"Keppel Corp was trading 24.66 per cent or S$1.81 lower at S$5.53.The counter started trading on an ex-distribution basis on Thursday. This means those who bought the stock from that date will no longer be entitled to the distribution in specie of 19.1 Sembcorp Marine shares per Keppel share held.","news_type":1,"symbols_score_info":{"BN4.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":2763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952670255,"gmtCreate":1674709232077,"gmtModify":1676538954527,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570608563368860","idStr":"3570608563368860"},"themes":[],"htmlText":"Nothing u said good about a productive n efficient coy... I guess u had&nbsp;missed d run up ... 🤭🤭🤭Anyway&nbsp;I'm still buying whenever is dirt cheap !!&nbsp;","listText":"Nothing u said good about a productive n efficient coy... I guess u had&nbsp;missed d run up ... 🤭🤭🤭Anyway&nbsp;I'm still buying whenever is dirt cheap !!&nbsp;","text":"Nothing u said good about a productive n efficient coy... I guess u had missed d run up ... 🤭🤭🤭Anyway I'm still buying whenever is dirt cheap !!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952670255","repostId":"2306374584","repostType":4,"repost":{"id":"2306374584","kind":"news","pubTimestamp":1674704147,"share":"https://ttm.financial/m/news/2306374584?lang=en_US&edition=fundamental","pubTime":"2023-01-26 11:35","market":"us","language":"en","title":"Musk’s Big Tesla Growth Target Is a Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=2306374584","media":"Bloomberg","summary":"The company’s forecast for vehicle production falls short of estimates and its focus on compound ann","content":"<div>\n<p>The company’s forecast for vehicle production falls short of estimates and its focus on compound annual growth obscures 2023’s sharp slowdown.Tesla CEO Elon Musk has been testifying in a lawsuit over ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2023-01-26/musk-s-big-tesla-growth-target-is-a-problem\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","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>Musk’s Big Tesla Growth Target Is a Problem</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\">\nMusk’s Big Tesla Growth Target Is a Problem\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-26 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2023-01-26/musk-s-big-tesla-growth-target-is-a-problem><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The company’s forecast for vehicle production falls short of estimates and its focus on compound annual growth obscures 2023’s sharp slowdown.Tesla CEO Elon Musk has been testifying in a lawsuit over ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2023-01-26/musk-s-big-tesla-growth-target-is-a-problem\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4551":"寇图资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4114":"综合货品商店","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4527":"明星科技股","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4585":"ETF&股票定投概念","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4534":"瑞士信贷持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2063271972.USD":"富兰克林创新领域基金","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","TSLA":"特斯拉","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4504":"桥水持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","BK4550":"红杉资本持仓","LU1548497426.USD":"安联环球人工智能AT Acc","BK4548":"巴美列捷福持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap"},"source_url":"https://www.bloomberg.com/opinion/articles/2023-01-26/musk-s-big-tesla-growth-target-is-a-problem","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306374584","content_text":"The company’s forecast for vehicle production falls short of estimates and its focus on compound annual growth obscures 2023’s sharp slowdown.Tesla CEO Elon Musk has been testifying in a lawsuit over 2018 tweets saying he was taking Tesla private with funding secured. Photographer: Justin Sullivan/Getty Images North AmericaIt pays to parse the language of any company’s earnings report, but perhaps more so for Tesla Inc. You could say it’s in the corporate genes. After all, Chief Executive Elon Musk has spent much of the past several days trying to convince a jury that he really did have “funding secured” in 2018. That’s despite his mooted multi-billion dollar take-private deal seeming to have had less in the way of documented pre-approvals than your average household mortgage application.The line that caught my eye on Wednesday evening concerned guidance, with Tesla aiming to produce 1.8 million vehicles this year and, thereby, “remain ahead of the long-term 50% CAGR,” or compound annual growth rate. For a couple of years, Tesla has said it aims to grow annual production by half, on average, over a “multi-year horizon.” Compare that 2023 target with 2020’s output of just over half-a-million and you do indeed get a compounded growth rate of more than 50%. But actual growththisyear looks set to be 31%.Let’s acknowledge that is still phenomenal for any reasonably sized autos manufacturer. Just five years ago, Tesla produced only about 250,000 vehicles.But the tell here is the language, with Tesla going out of its way to emphasize that, technically, it will remain true to the “multi-year” target despite growth slowing sharply. Certainly, it has slowed more sharply than expected: The consensus forecast for 2023 is 1.95 million. Which gets at why Tesla likely felt the need for a growth-secured moment.The disappointing fourth-quarter deliveries and price cuts that have unnerved investors over the past month or so fed through to Wednesday’s results. Inventory jumped and implied average selling prices, excluding leased vehicles and regulatory credits, dipped under $52,000, their lowest in a year. Even that figure was boosted by roughly $800 via the recognition of $324 million of deferred revenue linked to Tesla’s generously named Full Self Driving package. Gross profit per vehicle sold, at about $12,300, was the lowest in almost two years. Free cash flow dropped by a third, year-over-year, well shy of forecasts.This is not surprising, but it is troubling. It isn’t surprising because companies chasing growth quite often run into the problem of boosting capacity faster than sales. Tesla produced 1.37 million vehicles last year but lists capacity of more than 1.9 million, with new and expanded factories expected in markets from Mexico to Indonesia.It is troubling because, despite the collapse in Tesla’s stock over the past year or so, it still trades at a 77% premium to the S&P 500 based on multiples of forward earnings estimates — estimates that look vulnerable after these results. Tesla remains priced for growth, but the growth story comes with the caveats of using average multi-year percentages and evident reliance on price cuts. The latter are especially inimical to Tesla’s aura because price cuts to move product are what you get from regular old car companies that trade on single-digit earnings multiples (Tesla’s is 32 times).Even worse, regular old car companies haven’t been cutting prices of late, despite lower deliveries. This owes partly to the pandemic-related disruption of supply chains, leaving dealer lots sparse and giving the industry a relatively rare dose of pricing power. The likes of Ford Motor Co. took this on board in terms of aligning production more closely with sales. That is, in effect, the opposite of what’s happened with Tesla as it chases growth.During Wednesday evening’s Q&A, Musk touted Tesla’s AI capabilities. Framing Tesla as being more than an autos company has long been an effective way of boosting its valuation — albeit less effective of late. This year’s challenge for Tesla won’t be delivering robotaxis or a walking robot. It will be dealing with soft demand amid a potential recession that Musk seems to regard as all but certain. For investors who have just undergone a year of deflating expectations, it will be bracing for another dose.","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":3564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956269970,"gmtCreate":1674017225191,"gmtModify":1676538916667,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570608563368860","idStr":"3570608563368860"},"themes":[],"htmlText":"Hope to see above $180 soon ☺️☺️","listText":"Hope to see above $180 soon ☺️☺️","text":"Hope to see above $180 soon ☺️☺️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956269970","repostId":"2304782485","repostType":4,"repost":{"id":"2304782485","kind":"highlight","pubTimestamp":1674009192,"share":"https://ttm.financial/m/news/2304782485?lang=en_US&edition=fundamental","pubTime":"2023-01-18 10:33","market":"us","language":"en","title":"Why Did Tesla Stock Rally Today? Price Cuts Could Have Some Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=2304782485","media":"Seekingalpha","summary":"Tesla (NASDAQ: TSLA) was the biggest gainer in the S&P 500 Index on Tuesday with a 7.43% push higher","content":"<div>\n<p>Tesla (NASDAQ: TSLA) was the biggest gainer in the S&P 500 Index on Tuesday with a 7.43% push higher.Strong vehicle registration data out of China helped to bring in some buyers. Following price cuts ...</p>\n\n<a href=\"https://seekingalpha.com/news/3925202-why-did-tesla-stock-rally-today-price-cuts-could-have-some-upside\">Source Link</a>\n\n</div>\n","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Did Tesla Stock Rally Today? Price Cuts Could Have Some Upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Did Tesla Stock Rally Today? Price Cuts Could Have Some Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-18 10:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3925202-why-did-tesla-stock-rally-today-price-cuts-could-have-some-upside><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (NASDAQ: TSLA) was the biggest gainer in the S&P 500 Index on Tuesday with a 7.43% push higher.Strong vehicle registration data out of China helped to bring in some buyers. Following price cuts ...</p>\n\n<a href=\"https://seekingalpha.com/news/3925202-why-did-tesla-stock-rally-today-price-cuts-could-have-some-upside\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3925202-why-did-tesla-stock-rally-today-price-cuts-could-have-some-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2304782485","content_text":"Tesla (NASDAQ: TSLA) was the biggest gainer in the S&P 500 Index on Tuesday with a 7.43% push higher.Strong vehicle registration data out of China helped to bring in some buyers. Following price cuts in the region, Tesla China EV registrations were 12,654 for the week of January 9 to January 15 in a big jump from the week prior.Wall Street analysts were also largely positive on the impact of Tesla's (TSLA) price cuts in the U.S. The general view is that market share benefits could be dramatic if EV competitors struggle amid the new pricing backdrop. Tesla was also noted to have made an effort to have more vehicles qualify for Inflation Reduction Act tax credits as base prices for the Model Y and Model 3 in the U.S. are now below the required MSRP thresholds.Shares of Tesla traded as high as $131.70 during the session to mark a new 2023 high. The EV stock is still well below the 50-day, 100-day, and 200-day moving averages.","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956111935,"gmtCreate":1673927818327,"gmtModify":1676538904358,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570608563368860","idStr":"3570608563368860"},"themes":[],"htmlText":"Now take private at $300 .. I don't mind 😁😁","listText":"Now take private at $300 .. I don't mind 😁😁","text":"Now take private at $300 .. I don't mind 😁😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956111935","repostId":"2303334715","repostType":2,"isVote":1,"tweetType":1,"viewCount":1633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958221410,"gmtCreate":1673752673531,"gmtModify":1676538881668,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570608563368860","idStr":"3570608563368860"},"themes":[],"htmlText":"Is now or never for jiejie ah wood 🪵&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"Is now or never for jiejie ah wood 🪵&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"Is now or never for jiejie ah wood 🪵 [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958221410","repostId":"1198514156","repostType":4,"repost":{"id":"1198514156","kind":"news","pubTimestamp":1673746216,"share":"https://ttm.financial/m/news/1198514156?lang=en_US&edition=fundamental","pubTime":"2023-01-15 09:30","market":"us","language":"en","title":"Cathie Wood Accelerates Tesla Buying This Week: Here's How Much Ark Invest Bought In 4 Days","url":"https://stock-news.laohu8.com/highlight/detail?id=1198514156","media":"Benzinga","summary":"ZINGER KEY POINTSTesla shares had a volatile tun this week amid the release of below-consensus Q4 de","content":"<div>\n<p>ZINGER KEY POINTSTesla shares had a volatile tun this week amid the release of below-consensus Q4 deliveries and the price cuts in the U.S.Focus now shifts to the company's Jan. 25 Q4 earnings report ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/23/01/30421671/cathie-wood-accelerates-tesla-buying-this-week-heres-how-much-ark-invest-bought-in-4-day\">Source Link</a>\n\n</div>\n","source":"lsy1606299360108","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>Cathie Wood Accelerates Tesla Buying This Week: Here's How Much Ark Invest Bought In 4 Days</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\">\nCathie Wood Accelerates Tesla Buying This Week: Here's How Much Ark Invest Bought In 4 Days\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-15 09:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/23/01/30421671/cathie-wood-accelerates-tesla-buying-this-week-heres-how-much-ark-invest-bought-in-4-day><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSTesla shares had a volatile tun this week amid the release of below-consensus Q4 deliveries and the price cuts in the U.S.Focus now shifts to the company's Jan. 25 Q4 earnings report ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/23/01/30421671/cathie-wood-accelerates-tesla-buying-this-week-heres-how-much-ark-invest-bought-in-4-day\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/23/01/30421671/cathie-wood-accelerates-tesla-buying-this-week-heres-how-much-ark-invest-bought-in-4-day","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198514156","content_text":"ZINGER KEY POINTSTesla shares had a volatile tun this week amid the release of below-consensus Q4 deliveries and the price cuts in the U.S.Focus now shifts to the company's Jan. 25 Q4 earnings report amid fears margins may grossly underperform relative to expectations.Tesla, Inc. stock’s price-cut-induced sell-off on Friday did not deter Cathie Wood-run Ark Invest from continuing its buying spree.What Happened: Ark’s flagship exchange-traded fund Ark Innovation ETF bought 168,989 shares of Tesla on Friday, valued at $20.68 million at the session’s closing price.The stock ended Friday’s session down 0.94% at $122.40, according to Benzinga Pro data. At one point in the session, the loss was as much as 6.4%. For the week, the stock gained 8.26%.This week, the firm bought Tesla stock in all but one session.Monday: 27,811 shares valued at $3.3 million.Tuesday: 100,982 shares valued at $12 million.Wednesday: 91,523 shares valued at $11.28 million.Thursday: pausedThe cumulative value of Tesla shares bought for the week was $47.26 million, a step up from the previous week’s purchases worth $27.99 million.Why It’s Important: Ark has been adding to its Tesla position ever since the sell-off in the stock intensified. ARKK now holds 3.742 million Tesla shares in its portfolio, giving it a weighting of 6.79%.Wood’s firm said last week that Tesla stock could hit $500 by 2026 even after excluding autonomous driving and any form of ride-hailing.Tesla’s U.S. price cuts announced on Friday are widely expected to change the competitive landscape, impacting sales of even internal combustion engine vehicles.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958057879,"gmtCreate":1673594313692,"gmtModify":1676538861741,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570608563368860","idStr":"3570608563368860"},"themes":[],"htmlText":"Old news ... sing down keppel to accumulate?? 🤭🤭🤭","listText":"Old news ... sing down keppel to accumulate?? 🤭🤭🤭","text":"Old news ... sing down keppel to accumulate?? 🤭🤭🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958057879","repostId":"2302851887","repostType":2,"isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953514774,"gmtCreate":1673281890598,"gmtModify":1676538811800,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570608563368860","idStr":"3570608563368860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Never said never&nbsp;[Spurting]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Never said never&nbsp;[Spurting]&nbsp;","text":"$Tesla Motors(TSLA)$ Never said never [Spurting]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953514774","isVote":1,"tweetType":1,"viewCount":1046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953660286,"gmtCreate":1673237756845,"gmtModify":1676538803977,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570608563368860","idStr":"3570608563368860"},"themes":[],"htmlText":"Good to hear&nbsp;[Grin]&nbsp;","listText":"Good to hear&nbsp;[Grin]&nbsp;","text":"Good to hear [Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953660286","repostId":"2301979906","repostType":2,"repost":{"id":"2301979906","kind":"news","pubTimestamp":1673213449,"share":"https://ttm.financial/m/news/2301979906?lang=en_US&edition=fundamental","pubTime":"2023-01-09 05:30","market":"us","language":"en","title":"Apple Should Return To $3T Soon, Issues Are Temporary","url":"https://stock-news.laohu8.com/highlight/detail?id=2301979906","media":"Seeking Alpha","summary":"SummaryEarly in 2022, Apple became the first company to reach a $3T market cap, even though only ver","content":"<div>\n<p>SummaryEarly in 2022, Apple became the first company to reach a $3T market cap, even though only very briefly.A range of macroscopic headwinds brought it back to the current $2T level.However, in my ...</p>\n\n<a href=\"https://seekingalpha.com/article/4568559-apple-should-return-to-3t-soon-issues-temporary\">Source Link</a>\n\n</div>\n","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Should Return To $3T Soon, Issues Are Temporary</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\">\nApple Should Return To $3T Soon, Issues Are Temporary\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-09 05:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4568559-apple-should-return-to-3t-soon-issues-temporary><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryEarly in 2022, Apple became the first company to reach a $3T market cap, even though only very briefly.A range of macroscopic headwinds brought it back to the current $2T level.However, in my ...</p>\n\n<a href=\"https://seekingalpha.com/article/4568559-apple-should-return-to-3t-soon-issues-temporary\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4571":"数字音乐概念","BK4585":"ETF&股票定投概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0072462426.USD":"贝莱德全球配置 A2","BK4576":"AR","LU0444971666.USD":"天利全球科技基金","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","LU0056508442.USD":"贝莱德世界科技基金A2","BK4566":"资本集团","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4505":"高瓴资本持仓","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4559":"巴菲特持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","BK4550":"红杉资本持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4507":"流媒体概念","BK4170":"电脑硬件、储存设备及电脑周边","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4501":"段永平概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","AAPL":"苹果","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4512":"苹果概念","BK4553":"喜马拉雅资本持仓","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC"},"source_url":"https://seekingalpha.com/article/4568559-apple-should-return-to-3t-soon-issues-temporary","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301979906","content_text":"SummaryEarly in 2022, Apple became the first company to reach a $3T market cap, even though only very briefly.A range of macroscopic headwinds brought it back to the current $2T level.However, in my opinion, it is only a matter of time before it returns to $3T again – with style and more permanently. And the time might be sooner than you think.Apple's transformation into a service company and the launch of its own chips are two powerful catalysts.Massive share buybacks are even more potent thanks to the temporary stock price setbacks.nayukiThesisEarly in 2022 (Jan 3, 2022 to be exact, as you can see from the following chart), Apple (NASDAQ:AAPL) became the first company to reach a $3T market cap during intraday trading. Then a range of macroscopic headwinds broughtit back to the current $2T level.Source: Seeking Alpha dataThe thesis here is to explain why I see it as only a matter of time before Apple's market cap returns to $3T. And, very likely, this time it will do it with style and also on a more permanent basis. The pullbacks were largely caused by macroscopic conditions, not AAPL's products' issues. Some of the key issues include the ongoing supply-chain disruptions, the persistence of COVID-19 (especially in China), high inflation, and unfavorable currency exchange rates. And I see all of these issues to be only temporary.And the time for its market cap to climb back to $3T might be sooner than you think. Its hardware remains hugely popular and sales in pretty much all categories set a record in FY 2022 despite all the above challenges. For the year, Apple set sale records for the flagship iPhone (up 9.7% YOY to $42.6 billion), its iconic Mac line of personal computers (up 25% YOY, to $11.5 billion), and also wearables.Besides its traditional product lines, there are at least two more powerful catalysts at work even as we speak: its transformation into a service company and its success with its own chips. And we will detail these immediately below.Transformation from a hardware company to a service companyMany investors associate AAPL mostly with hardware (iPhone, Mac, et al) simply because it is so hugely successful with them. However, the main reason I am bullish on its long-term picture is its transformation into a service business. Apple's installed base of active devices set all-time highs in all of its major product divisions and geographic regions in 2022. And its services-related revenues are making up an increasingly larger portion of the total sales as seen in the chart below. To wit, according to this Trefis analysis, APPL's Services business raked in a total of $56B of revenues in FY 2020, which already is its second-largest segment and contributed about 19.5% of its total revenues. Looking forward, this segment is projected to almost double to reach sales of more than $93B.And I think the projection is totally plausible (and you can see the details of the projection by following the link provided above). AAPL's immense installation base already laid the foundation for the rapid growth in its service revenues, which enjoy higher margins and better recurrence.Source: Trefis dataStrategic shift to its own chipsAnother very powerful catalyst at work in my view involves AAPL's strategic launch of its own chip lines. Back in June 2022, AAPL unveiled the M2 chip, its next-generation chip following its M1 chip. The M2 chip is designed based on the SOC concept (System on a Chip) and it's developed for use in both the Macs and iPads product lines. The M2 chip design is vastly better than its M1 chip and also the Intel chip it used to deploy as its CEO Tim Cook commented in the 2022 Q2 earnings report (slightly edited and the emphases were added by me):Last month we announced another breakthrough with M1 Ultra, the world's most powerful chip for a personal computer.The incredible customer response to our M1-powered Macs helped propel a 15% year-over-year increase in revenue, despite supply constraints. We now have our most powerful Mac lineup ever, with the addition of the entirely new Mac Studio.The M2 chip is more power efficient and computationally powerful at the same time. To wit, according to data from CPU Ninja, drawing the power, the M2 integrates 25% more transistors than the M1 (20 billion transistors in total) and 50% faster memory speed than M1 (up to 100GB/s) memory speed. These advancements are directly reflected in its end products such as battery life and impressive multi-threaded performance in apps like the Mac Studio Tim Cook mentioned above. Take the battery life in an M2 Mac as an example. With M2 chips, it can last up to 2x longer compared to earlier generations installed with Intel chips.Source: CPU Ninja dataShare buybacks are even more potent nowFinally, AAPL's aggressive share repurchases will add another catalyst, financial catalysts in addition to the above business catalysts, to push its valuation back to $3T.AAPL is a large buyer of its own shares in recent years as seen from the following chart. In 2014 when it first started its share repurchase program, its total shares outstanding stood at 23.5B shares (adjusted for its split). And now it stands at 16.12B as seen, translating into a total reduction of almost 1/3 (32.5% to be exact). Each AAPL shareholder now owns 1/3 more of the company than in 2014.Source: Seeking Alpha dataLooking forward, AAPL's pace of repurchasing will very likely continue, and its cash flow certainly can support it with no problem. As its CFO Luca Maestri repeatedly mentioned the Board's commitment to share repurchases and AAPL's plan to become net cash neutral over time. All told, in 2022, the board has authorized an additional $90 billion for share repurchases in the years to come. And this massive $90 billion repurchases only became more potent at the current compressed valuations as illustrated in my analysis below.The results are my projected of the share buybacks in the next few years, and my numbers are based on a few simple assumptions as detailed in my earlier articles:I assumed AAPL distributes the $90B as a constant percentage of its operating cash flow, which turns out to be 78%I assumed that AAPL profits grow at an 8% CAGR according to consensus estimates.Finally, I also assumed an average repurchase price of 18.0x of its operating cash (which is about its current multiple as of this writing).You can see that its total shares count would further shrink by another 19.8% in the next 5 years. And each AAPL shareholder would own ~20% of the company without really doing anything. Finally, you can see that its market cap would reach $3.0T somewhere around 2026~2027.Source: Author based on Seeking Alpha dataRisks and final thoughtsTo reiterate, there is indeed a range of immediate headwinds facing AAPL as aforementioned, including supply-chain congestion, the COVID-19 pandemic, inflation, and also the possible U.S. or even economic growth slowdown. These headwinds could prompt businesses and individual consumers to ease up on their discretionary spending. However, I do not see any long-term structural risks to AAPL. But these headwinds are more general and not unique to AAPL. A more unique and serious risk to AAPL is its large reliance on China.In terms of upside risks to my above analysis, I see the assumption of an 18x cash flow multiple as too conservative. A business like AAPL should be easily worth at least 20x of its cash flow. And if its valuation indeed reverts back to 20x cash flow, this little reversion would hasten its climb back to $3T to a timeframe around 2025~2026 - you have already been warned that the time might be sooner than you think!","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":1166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959780502,"gmtCreate":1673068648107,"gmtModify":1676538783467,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570608563368860","idStr":"3570608563368860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MZH.SI\">$Nanofilm(MZH.SI)$&nbsp;</a>.... Every dogs have its days .... with CN openings hope to see somelights soon ??? 🤔 Now it time for retailers to buy their GCBs. 😁😁😉","listText":"<a href=\"https://ttm.financial/S/MZH.SI\">$Nanofilm(MZH.SI)$&nbsp;</a>.... Every dogs have its days .... with CN openings hope to see somelights soon ??? 🤔 Now it time for retailers to buy their GCBs. 😁😁😉","text":"$Nanofilm(MZH.SI)$ .... Every dogs have its days .... with CN openings hope to see somelights soon ??? 🤔 Now it time for retailers to buy their GCBs. 😁😁😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959780502","isVote":1,"tweetType":1,"viewCount":1540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959714699,"gmtCreate":1673068004312,"gmtModify":1676538783409,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570608563368860","idStr":"3570608563368860"},"themes":[],"htmlText":"What's way&nbsp;oversold, companies&nbsp;with sound&nbsp;fundamental it will returns someday ... ☺️☺️","listText":"What's way&nbsp;oversold, companies&nbsp;with sound&nbsp;fundamental it will returns someday ... ☺️☺️","text":"What's way oversold, companies with sound fundamental it will returns someday ... ☺️☺️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959714699","repostId":"2301620946","repostType":4,"repost":{"id":"2301620946","kind":"highlight","pubTimestamp":1673051740,"share":"https://ttm.financial/m/news/2301620946?lang=en_US&edition=fundamental","pubTime":"2023-01-07 08:35","market":"us","language":"en","title":"Is Now the Time to Go All-In on Tesla Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2301620946","media":"Motley Fool","summary":"Tesla stock has never been this inexpensive, but there are some good reasons for that.","content":"<div>\n<p>KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nIs Now the Time to Go All-In on Tesla Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-07 08:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4581":"高盛持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4527":"明星科技股","LU1548497426.USD":"安联环球人工智能AT Acc","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4099":"汽车制造商","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","BK4511":"特斯拉概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0823414478.USD":"法巴经典能源转换基金","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4548":"巴美列捷福持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2063271972.USD":"富兰克林创新领域基金","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4550":"红杉资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）"},"source_url":"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301620946","content_text":"KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in autonomous technology, then it's a great time to buy.Tesla could fail to meet its lofty goals over the next couple of years.Tesla stock had a rough first day of the 2023 trading calendar year, falling 12.2%. But shares were down as much as 15% at one point during the session.The sell-off was largely due to Tesla's disappointing delivery numbers for Q4 2022, which were released on Monday when markets were closed. Tesla achieved record deliveries of 1.314 million vehicles in 2022, including 405,278 deliveries in Q4 alone. But many analysts, such as Wedbush Securities' Dan Ives, were expecting a Q4 delivery figure in the range of 415,000 to 420,000.Tesla produced 8.5% more vehicles than it delivered for the quarter. It remains to be seen if the gap between production and deliveries was due to decreasing demand or logistics issues. Either way, the lower-than-expected delivery number adds yet another cause for concern to a stock that is down a staggering 59% in the last three months.With the stock hitting a two-year intraday low on Monday, is now the time to go all-in? Or could there be more pain ahead for the electric vehicle (EV) industry leader?Image source: Tesla.A tale of two investment thesesDaniel Foelber: As tempting as it may be to buy Tesla amid the steep sell-off, I think investors should first take a step back and decide what they believe Tesla's value proposition really is.There are many facets to Tesla's business. The core is the production and sale of electric cars to consumers, which has a lot of room for growth in its own right.But the bigger growth story is arguably the company's penetration into the trucking industry, as well as its proprietary autonomous driving technology.There are plenty of companies that are working on lowering emissions for Class 8 trucks by substituting diesel for compressed natural gas or using alternative fuels. But no company has achieved the milestones that Tesla has with its electric semi-truck. In November of last year, Tesla's semi-truck achieved 500 miles of range with a full load. By comparison, Volvo's electric FM truck has a range of over 235 miles. However, the electric semi-truck race is just as much about cost and availability as it is about specs. Even so, Tesla's progress indicates that the electric semi-truck industry could one day end up being more profitable for Tesla than its consumer cars. But that's a big \"if.\" And in the meantime, it's going to cost a lot of money to scale semi-truck production.In addition to the semi-truck and autonomous driving markets, there's the opportunity for Tesla to expand its renewable energy generation and storage efforts, which remain a sideshow at this point.Investors interested in the EV industry are getting a rare opportunity to buy Tesla stock at its lowest forward price to earnings ratio ever. However, the stock is still more expensive today than it was from 2016 to 2019 based on its tangible book value.TSLA PE Ratio (Forward) data by YChartsThe company is likely to take market share in a slowdown because it has the balance sheet and operating margin to handle weakening demand better than its EV competitors. That advantage alone justifies opening a starter position in Tesla stock.But if you're the kind of investor that believes Tesla has a chance to disrupt the autonomous driving industry and take market share across the transportation industry (including the trucking industry), then making Tesla a top-10 -- or even top-five -- holding makes a lot of sense, especially at this price.Accumulation is a safer approachHoward Smith: Investors have had high expectations for Tesla over the past three years, and have assigned it a correspondingly high valuation. But for those that believe the company and EV sector will continue to grow, the 65% drop in the stock price in 2022 provides a compelling opportunity to invest in the industry leader. I do believe that, and I did recently add Tesla shares to my portfolio. That doesn't mean it's necessarily a good idea to jump in with an outsized position, however.That's especially true with Tesla, since it is in a still-evolving sector and could disappoint investors in the near term. A case in point was its recently announced fourth-quarter vehicle delivery data. The shortfall in deliveries came as demand has been impacted by increasing competition, slowing global economies, and the effects of COVID-19 spreading in China.Looking at the bigger picture, however, the company's growth remains strong. Its production increased 47% in 2022 versus 2021. But deliveries only increased 40%, leading investors to believe Tesla might not, in fact, meet its previous projections to average 50% growth over the next few years.That said, now seems to be a good time to begin buying, or adding to your position. Even if Tesla grows earnings by only 30%, it recently was priced at a price/earnings-to-growth (PEG) ratio of below 1.0 based on 2023 estimates. Accumulating shares makes sense now for long-term investors, but there may be better prices to add more later. That's a good reason not to jump in all at once.Tesla is a battleground stock for a reasonAs swift and brutal as the Tesla stock sell-off has been, there are valid reasons why Tesla stock deserved to fall. The valuation had gotten nosebleed, to put it lightly. Tesla stock rose 743% in 2020 and then another 50% in 2021 for a two-year gain of -- wait for it -- 1,263%.Tesla stock could easily set new all-time highs in the future. The problem with stock prices rising so quickly is that the company has to hit lofty goals to make the valuation reasonable. And as impressive as Tesla's growth has been, a mix of macroeconomic and self-inflicted challenges are making those lofty goals increasingly unlikely. Missing delivery expectation paired with the possibility of a recession (and slowing demand for discretionary purchases like cars) adds another layer of issues impacting Tesla.In sum, now isn't the time to go all-in on Tesla stock. But it is the perfect opportunity to reassess what your investment thesis for Tesla is, as well as if you want to open a starter position in Tesla or add to Tesla stock now that it's at a reasonable valuation.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959526081,"gmtCreate":1673023278643,"gmtModify":1676538771821,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570608563368860","idStr":"3570608563368860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a>Still down aft holding fir 2 years 😖","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a>Still down aft holding fir 2 years 😖","text":"$Alibaba(09988)$ Still down aft holding fir 2 years 😖","images":[{"img":"https://community-static.tradeup.com/news/887de6c3f6b3e27fe48e805f147d678c","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959526081","isVote":1,"tweetType":1,"viewCount":1464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9927370383,"gmtCreate":1672409955743,"gmtModify":1676538687033,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570608563368860","idStr":"3570608563368860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$&nbsp;</a>- way over sold for a small news which will not impact FUTU","listText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$&nbsp;</a>- way over sold for a small news which will not impact FUTU","text":"$Futu Holdings Limited(FUTU)$ - way over sold for a small news which will not impact FUTU","images":[{"img":"https://community-static.tradeup.com/news/b21857ba1a83d37947b76156191ec224","width":"750","height":"1732"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9927370383","isVote":1,"tweetType":1,"viewCount":1811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9948519179,"gmtCreate":1680739732492,"gmtModify":1680739737115,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Roller coaster ride again&nbsp;[开心]&nbsp;","listText":"Roller coaster ride again&nbsp;[开心]&nbsp;","text":"Roller coaster ride again [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":31,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948519179","repostId":"2325313401","repostType":2,"repost":{"id":"2325313401","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":1680734452,"share":"https://ttm.financial/m/news/2325313401?lang=en_US&edition=fundamental","pubTime":"2023-04-06 06:40","market":"us","language":"en","title":"S&P 500 Ends Lower As Recession Fears Take Center Stage","url":"https://stock-news.laohu8.com/highlight/detail?id=2325313401","media":"Reuters","summary":"*U.S. service sector slows in March; inflation cools*March private payrolls miss estimates*FedEx up ","content":"<html><head></head><body><p>*U.S. service sector slows in March; inflation cools</p><p>*March private payrolls miss estimates</p><p>*FedEx up on plan to consolidate operating divisions</p><p>*Final snapshot: S&amp;P 500 -0.25%, Nasdaq -1.07%, Dow +0.24%</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/148a9575838512109ccd82ae8e486d62\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>April 5 (Reuters) - The S&amp;P 500 dipped and the Nasdaq ended sharply lower on Wednesday after a growing wave of weak economic data deepened worries that the Federal Reserve&#39;s rapid interest rate hikes might tip the U.S. economy into a recession.</p><p>Nvidia Corp dropped 2.1% and was among the stocks weighing most on the S&amp;P 500 after Alphabet Inc&#39;s Google unit said the supercomputers it uses to train its artificial intelligence models were faster and more power-efficient than comparable components made by the chipmaker.</p><p>Tesla Inc fell 3.7%, while Amazon and Apple declined more than 1%, pulling down the Nasdaq and reversing gains in some of Wall Street&#39;s most valuable companies in recent weeks.</p><p>Caterpillar, viewed as a bellwether for the industrial sector, dropped 1.8%, bringing its loss over the past two days to 7% as investors fretted about a potential economic downturn.</p><p>The S&amp;P 500 declined 0.25% to end the session at 4,090.38 points.</p><p>The Nasdaq fell 1.07% to 11,996.86 points, while the Dow Jones Industrial Average rose 0.24% to 33,482.72 points.</p><p>Driving the recession fears, the ADP National Employment report showed U.S. private employers hired far fewer workers than expected in March. That followed Tuesday&#39;s weak job openings data.</p><p>As well, the Institute for Supply Management&#39;s survey showed the services sector slowed more than expected last month on cooling demand, while a measure of prices paid by services businesses fell to a near three-year low.</p><p>Earlier this week data showed falling factory orders and soft manufacturing activity.</p><p>Wall Street&#39;s recent losses in reaction to signs of a slowing economy mark a change from recent months, when investors cheered weak economic data on the basis that it might mean the Fed&#39;s interest rate hikes were working and that the Fed could ease up on its campaign to rein in decades-high inflation.</p><p>&#34;We may have transitioned from the notion that &#39;bad news is good news&#39; to &#39;bad new is bad news&#39;,&#34; said Jay Hatfield, chief executive and portfolio manager at InfraCap in New York. &#34;Fear about a recession is the dominant theme.&#34;</p><p>Reflecting worries about the economy and recent turmoil in the banking sector, interest rate futures imply 61% odds that the Fed will cut interest rates from current levels by the end of its July meeting, according to CME Group&#39;s Fedwatch tool.</p><p>Of the 11 S&amp;P 500 sector indexes, seven declined, led lower by consumer discretionary, down 2.04%, followed by a 1.3% loss in industrials .</p><p>Among stocks that kept the Dow Jones Industrial Average in positive territory, Johnson &amp; Johnson rallied 4.5% after its $8.9 billion offer to settle talc-related lawsuits gained the support of thousands of claimants, easing an overhang on its plans to list consumer health unit Kenvue.</p><p>Artificial intelligence C3.ai Inc tumbled more than 15%, sliding for a second day after a short seller alleged accounting issues. The AI company denied the allegations in an emailed response to Reuters.</p><p>FedEx Corp rose 1.5% as the freight bellwether firm said it will fold its operating divisions into one organization as it steps up efforts to cut costs and increase efficiency.</p><p>Big banks including JPMorgan Chase &amp; Co and Citigroup will be among companies kicking off March-quarter reporting season next week, with investors eager for updates on the health of the financial industry.</p><p>Analysts on average expect aggregate S&amp;P 500 company earnings for the first quarter to have fallen 5% year-over-year, according to Refinitiv I/B/E/S.</p><p>Declining stocks outnumbered rising ones within the S&amp;P 500 by a 1.2-to-one ratio.</p><p>The S&amp;P 500 posted 11 new highs and two new lows; the Nasdaq recorded 39 new highs and 269 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 10.1 billion shares traded, compared to an average of 12.7 billion shares over the previous 20 sessions.</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>S&P 500 Ends Lower As Recession Fears Take Center Stage</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 Ends Lower As Recession Fears Take Center Stage\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\">2023-04-06 06:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>*U.S. service sector slows in March; inflation cools</p><p>*March private payrolls miss estimates</p><p>*FedEx up on plan to consolidate operating divisions</p><p>*Final snapshot: S&amp;P 500 -0.25%, Nasdaq -1.07%, Dow +0.24%</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/148a9575838512109ccd82ae8e486d62\" tg-width=\"1080\" tg-height=\"1920\"/></p><p>April 5 (Reuters) - The S&amp;P 500 dipped and the Nasdaq ended sharply lower on Wednesday after a growing wave of weak economic data deepened worries that the Federal Reserve&#39;s rapid interest rate hikes might tip the U.S. economy into a recession.</p><p>Nvidia Corp dropped 2.1% and was among the stocks weighing most on the S&amp;P 500 after Alphabet Inc&#39;s Google unit said the supercomputers it uses to train its artificial intelligence models were faster and more power-efficient than comparable components made by the chipmaker.</p><p>Tesla Inc fell 3.7%, while Amazon and Apple declined more than 1%, pulling down the Nasdaq and reversing gains in some of Wall Street&#39;s most valuable companies in recent weeks.</p><p>Caterpillar, viewed as a bellwether for the industrial sector, dropped 1.8%, bringing its loss over the past two days to 7% as investors fretted about a potential economic downturn.</p><p>The S&amp;P 500 declined 0.25% to end the session at 4,090.38 points.</p><p>The Nasdaq fell 1.07% to 11,996.86 points, while the Dow Jones Industrial Average rose 0.24% to 33,482.72 points.</p><p>Driving the recession fears, the ADP National Employment report showed U.S. private employers hired far fewer workers than expected in March. That followed Tuesday&#39;s weak job openings data.</p><p>As well, the Institute for Supply Management&#39;s survey showed the services sector slowed more than expected last month on cooling demand, while a measure of prices paid by services businesses fell to a near three-year low.</p><p>Earlier this week data showed falling factory orders and soft manufacturing activity.</p><p>Wall Street&#39;s recent losses in reaction to signs of a slowing economy mark a change from recent months, when investors cheered weak economic data on the basis that it might mean the Fed&#39;s interest rate hikes were working and that the Fed could ease up on its campaign to rein in decades-high inflation.</p><p>&#34;We may have transitioned from the notion that &#39;bad news is good news&#39; to &#39;bad new is bad news&#39;,&#34; said Jay Hatfield, chief executive and portfolio manager at InfraCap in New York. &#34;Fear about a recession is the dominant theme.&#34;</p><p>Reflecting worries about the economy and recent turmoil in the banking sector, interest rate futures imply 61% odds that the Fed will cut interest rates from current levels by the end of its July meeting, according to CME Group&#39;s Fedwatch tool.</p><p>Of the 11 S&amp;P 500 sector indexes, seven declined, led lower by consumer discretionary, down 2.04%, followed by a 1.3% loss in industrials .</p><p>Among stocks that kept the Dow Jones Industrial Average in positive territory, Johnson &amp; Johnson rallied 4.5% after its $8.9 billion offer to settle talc-related lawsuits gained the support of thousands of claimants, easing an overhang on its plans to list consumer health unit Kenvue.</p><p>Artificial intelligence C3.ai Inc tumbled more than 15%, sliding for a second day after a short seller alleged accounting issues. The AI company denied the allegations in an emailed response to Reuters.</p><p>FedEx Corp rose 1.5% as the freight bellwether firm said it will fold its operating divisions into one organization as it steps up efforts to cut costs and increase efficiency.</p><p>Big banks including JPMorgan Chase &amp; Co and Citigroup will be among companies kicking off March-quarter reporting season next week, with investors eager for updates on the health of the financial industry.</p><p>Analysts on average expect aggregate S&amp;P 500 company earnings for the first quarter to have fallen 5% year-over-year, according to Refinitiv I/B/E/S.</p><p>Declining stocks outnumbered rising ones within the S&amp;P 500 by a 1.2-to-one ratio.</p><p>The S&amp;P 500 posted 11 new highs and two new lows; the Nasdaq recorded 39 new highs and 269 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 10.1 billion shares traded, compared to an average of 12.7 billion shares over the previous 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","JNJ":"强生","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4576":"AR","BK4503":"景林资产持仓","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4566":"资本集团","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4516":"特朗普概念","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4082":"医疗保健设备",".DJI":"道琼斯","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","AI":"C3.ai, Inc.","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","TSLA":"特斯拉","NVDA":"英伟达","BK4588":"碎股","BK4507":"流媒体概念","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","FDX":"联邦快递","BK4170":"电脑硬件、储存设备及电脑周边","LU0238689110.USD":"贝莱德环球动力股票基金","CAT":"卡特彼勒","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4551":"寇图资本持仓","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC",".SPX":"S&P 500 Index","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4525":"远程办公概念","BK4149":"建筑机械与重型卡车","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0444971666.USD":"天利全球科技基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2325313401","content_text":"*U.S. service sector slows in March; inflation cools*March private payrolls miss estimates*FedEx up on plan to consolidate operating divisions*Final snapshot: S&P 500 -0.25%, Nasdaq -1.07%, Dow +0.24%April 5 (Reuters) - The S&P 500 dipped and the Nasdaq ended sharply lower on Wednesday after a growing wave of weak economic data deepened worries that the Federal Reserve's rapid interest rate hikes might tip the U.S. economy into a recession.Nvidia Corp dropped 2.1% and was among the stocks weighing most on the S&P 500 after Alphabet Inc's Google unit said the supercomputers it uses to train its artificial intelligence models were faster and more power-efficient than comparable components made by the chipmaker.Tesla Inc fell 3.7%, while Amazon and Apple declined more than 1%, pulling down the Nasdaq and reversing gains in some of Wall Street's most valuable companies in recent weeks.Caterpillar, viewed as a bellwether for the industrial sector, dropped 1.8%, bringing its loss over the past two days to 7% as investors fretted about a potential economic downturn.The S&P 500 declined 0.25% to end the session at 4,090.38 points.The Nasdaq fell 1.07% to 11,996.86 points, while the Dow Jones Industrial Average rose 0.24% to 33,482.72 points.Driving the recession fears, the ADP National Employment report showed U.S. private employers hired far fewer workers than expected in March. That followed Tuesday's weak job openings data.As well, the Institute for Supply Management's survey showed the services sector slowed more than expected last month on cooling demand, while a measure of prices paid by services businesses fell to a near three-year low.Earlier this week data showed falling factory orders and soft manufacturing activity.Wall Street's recent losses in reaction to signs of a slowing economy mark a change from recent months, when investors cheered weak economic data on the basis that it might mean the Fed's interest rate hikes were working and that the Fed could ease up on its campaign to rein in decades-high inflation.\"We may have transitioned from the notion that 'bad news is good news' to 'bad new is bad news',\" said Jay Hatfield, chief executive and portfolio manager at InfraCap in New York. \"Fear about a recession is the dominant theme.\"Reflecting worries about the economy and recent turmoil in the banking sector, interest rate futures imply 61% odds that the Fed will cut interest rates from current levels by the end of its July meeting, according to CME Group's Fedwatch tool.Of the 11 S&P 500 sector indexes, seven declined, led lower by consumer discretionary, down 2.04%, followed by a 1.3% loss in industrials .Among stocks that kept the Dow Jones Industrial Average in positive territory, Johnson & Johnson rallied 4.5% after its $8.9 billion offer to settle talc-related lawsuits gained the support of thousands of claimants, easing an overhang on its plans to list consumer health unit Kenvue.Artificial intelligence C3.ai Inc tumbled more than 15%, sliding for a second day after a short seller alleged accounting issues. The AI company denied the allegations in an emailed response to Reuters.FedEx Corp rose 1.5% as the freight bellwether firm said it will fold its operating divisions into one organization as it steps up efforts to cut costs and increase efficiency.Big banks including JPMorgan Chase & Co and Citigroup will be among companies kicking off March-quarter reporting season next week, with investors eager for updates on the health of the financial industry.Analysts on average expect aggregate S&P 500 company earnings for the first quarter to have fallen 5% year-over-year, according to Refinitiv I/B/E/S.Declining stocks outnumbered rising ones within the S&P 500 by a 1.2-to-one ratio.The S&P 500 posted 11 new highs and two new lows; the Nasdaq recorded 39 new highs and 269 new lows.Volume on U.S. exchanges was relatively light, with 10.1 billion shares traded, compared to an average of 12.7 billion shares over the previous 20 sessions.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NVDA":0.9,"FDX":0.9,".IXIC":0.9,"AI":0.9,"CAT":0.9,"JNJ":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927370383,"gmtCreate":1672409955743,"gmtModify":1676538687033,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$&nbsp;</a>- way over sold for a small news which will not impact FUTU","listText":"<a href=\"https://ttm.financial/S/FUTU\">$Futu Holdings Limited(FUTU)$&nbsp;</a>- way over sold for a small news which will not impact FUTU","text":"$Futu Holdings Limited(FUTU)$ - way over sold for a small news which will not impact FUTU","images":[{"img":"https://community-static.tradeup.com/news/b21857ba1a83d37947b76156191ec224","width":"750","height":"1732"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9927370383","isVote":1,"tweetType":1,"viewCount":1811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9947376541,"gmtCreate":1682614325683,"gmtModify":1682614330480,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Liao back above 180 first&nbsp;[愤怒]&nbsp;[愤怒]&nbsp;","listText":"Liao back above 180 first&nbsp;[愤怒]&nbsp;[愤怒]&nbsp;","text":"Liao back above 180 first [愤怒] [愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947376541","repostId":"1102618472","repostType":4,"isVote":1,"tweetType":1,"viewCount":2826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965360433,"gmtCreate":1669896220322,"gmtModify":1676538265336,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Can always buy 13series .... i'm still on ipahone 11🤭🤭🤭","listText":"Can always buy 13series .... i'm still on ipahone 11🤭🤭🤭","text":"Can always buy 13series .... i'm still on ipahone 11🤭🤭🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9965360433","repostId":"1155654122","repostType":4,"repost":{"id":"1155654122","kind":"news","pubTimestamp":1669909390,"share":"https://ttm.financial/m/news/1155654122?lang=en_US&edition=fundamental","pubTime":"2022-12-01 23:43","market":"us","language":"en","title":"Will iPhone 14 Troubles Drag Apple Stock in December?","url":"https://stock-news.laohu8.com/highlight/detail?id=1155654122","media":"The Street","summary":"The holiday quarter is shaping up to be a tough one for Apple due to supply issues. Should Apple sto","content":"<html><head></head><body><ul><li>The holiday quarter is shaping up to be a tough one for Apple due to supply issues. Should Apple stock investors worry?</li></ul><p>The news flow continues to be predominantly bearish for <a href=\"https://laohu8.com/S/AAPL\">Apple</a> stock and its investors. So far this post-Thanksgiving week, shares have already dipped 5%, a good bit more than the S&amp;P 500’s more modest decline.</p><p>The culprit remains the same of the past few weeks: the shortage of iPhone 14 Pro and Pro Max devices. Could this be the beginning of a decline in share price that persists through December, or just a bump in the road that AAPL investors should largely ignore?</p><h3>Too few iPhone 14 Pro to sell</h3><p>Most recently, Bloomberg reported that Apple’s iPhone Pro sales could take a hit to the tune of 6 million units this year.</p><p>ItauBBA’s Thiago Kapulskis is just about the only analyst on the Street with an underperform rating on Apple stock. At least so far, Kapulskis has proven right in his caution toward iPhone unit sales estimates in the holiday quarter. In his most recent note, he said:</p><p>“This reduction of 6 million units, if it occurs, represents ~7% reduction in relation to Apple’s initial expectations. This, in our view, increases the risk for estimates, especially as it is mainly about the high-end models (iPhone Pro), which is where the market is more focused.”</p><p>More upbeat is Webush’s Dan Ives, who acknowledges the “absolute body blow” that this supply issue has been – but he sees the silver lining. According to the analyst, demand for the iPhone remains robust, which should help to support sales past the holiday period.</p><h3>My take on Apple stock vs. iPhone worries</h3><p>To me, the market is not wrong in its bearish knee-jerk reaction to the news coming out of China. The holiday quarter is the big one for Apple, when the Cupertino company tends to generate about one-third of its full-year revenues.</p><p>Keep in mind that, in the market, there aren’t only long-term investors exchanging AAPL shares. Traders making short-term bets are an important diving force as well. As it stands, Apple seems to be facing a rough fiscal Q1 quarter, and the January earnings print could disappoint.</p><p>However, as the reader probably knows, I think that Apple is a stock to own, and not trade – an idea that CNBC’s Jim Cramer has also defended. Therefore, I try to put this quarter’s supply issues in the context of Apple’s long-term prospects.</p><p>Let’s do some math: 6 million fewer units of the iPhone Pro sold in fiscal Q1, at an ASP of $1,100, adds up to $6.6 billion in lost or delayed sales. This figure represents about 5% of Apple’s total quarter revenues in the holiday period last year.</p><p>If I assume gross margin of 35%, which is consistent with Apple’s product margin as a whole, the impact to the bottom line could be $1.9 billion after tax, or 12 cents per share. Assign a multiple of 25 times, and we are looking at impact to share price of $3, which is next to nothing.</p><p>And keep in mind: 6 million fewer iPhone 14 Pro units sold in the quarter does not mean lost sales, necessarily. At least a good chunk of this total could merely be pushed forward, with revenues finally being recognized in the March 2023 quarter.</p><p>The point is that, in my opinion, Apple’s current supply issues should not be too big of a concern in the grand scheme of things – unless one assumes that this will be a recurring problem well into next year.</p><p>In a nutshell: it makes sense to me that Apple stock is under pressure for now. But if the share price continues to decline, the dip could prove to be an opportunity for long-term investors to buy the stock for cheaper and realize the potential gains over time.</p></body></html>","source":"lsy1610613172068","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>Will iPhone 14 Troubles Drag Apple Stock in December?</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\">\nWill iPhone 14 Troubles Drag Apple Stock in December?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 23:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/iphone/will-iphone-14-troubles-dr><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The holiday quarter is shaping up to be a tough one for Apple due to supply issues. Should Apple stock investors worry?The news flow continues to be predominantly bearish for Apple stock and its ...</p>\n\n<a href=\"https://www.thestreet.com/apple/iphone/will-iphone-14-troubles-dr\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/will-iphone-14-troubles-dr","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155654122","content_text":"The holiday quarter is shaping up to be a tough one for Apple due to supply issues. Should Apple stock investors worry?The news flow continues to be predominantly bearish for Apple stock and its investors. So far this post-Thanksgiving week, shares have already dipped 5%, a good bit more than the S&P 500’s more modest decline.The culprit remains the same of the past few weeks: the shortage of iPhone 14 Pro and Pro Max devices. Could this be the beginning of a decline in share price that persists through December, or just a bump in the road that AAPL investors should largely ignore?Too few iPhone 14 Pro to sellMost recently, Bloomberg reported that Apple’s iPhone Pro sales could take a hit to the tune of 6 million units this year.ItauBBA’s Thiago Kapulskis is just about the only analyst on the Street with an underperform rating on Apple stock. At least so far, Kapulskis has proven right in his caution toward iPhone unit sales estimates in the holiday quarter. In his most recent note, he said:“This reduction of 6 million units, if it occurs, represents ~7% reduction in relation to Apple’s initial expectations. This, in our view, increases the risk for estimates, especially as it is mainly about the high-end models (iPhone Pro), which is where the market is more focused.”More upbeat is Webush’s Dan Ives, who acknowledges the “absolute body blow” that this supply issue has been – but he sees the silver lining. According to the analyst, demand for the iPhone remains robust, which should help to support sales past the holiday period.My take on Apple stock vs. iPhone worriesTo me, the market is not wrong in its bearish knee-jerk reaction to the news coming out of China. The holiday quarter is the big one for Apple, when the Cupertino company tends to generate about one-third of its full-year revenues.Keep in mind that, in the market, there aren’t only long-term investors exchanging AAPL shares. Traders making short-term bets are an important diving force as well. As it stands, Apple seems to be facing a rough fiscal Q1 quarter, and the January earnings print could disappoint.However, as the reader probably knows, I think that Apple is a stock to own, and not trade – an idea that CNBC’s Jim Cramer has also defended. Therefore, I try to put this quarter’s supply issues in the context of Apple’s long-term prospects.Let’s do some math: 6 million fewer units of the iPhone Pro sold in fiscal Q1, at an ASP of $1,100, adds up to $6.6 billion in lost or delayed sales. This figure represents about 5% of Apple’s total quarter revenues in the holiday period last year.If I assume gross margin of 35%, which is consistent with Apple’s product margin as a whole, the impact to the bottom line could be $1.9 billion after tax, or 12 cents per share. Assign a multiple of 25 times, and we are looking at impact to share price of $3, which is next to nothing.And keep in mind: 6 million fewer iPhone 14 Pro units sold in the quarter does not mean lost sales, necessarily. At least a good chunk of this total could merely be pushed forward, with revenues finally being recognized in the March 2023 quarter.The point is that, in my opinion, Apple’s current supply issues should not be too big of a concern in the grand scheme of things – unless one assumes that this will be a recurring problem well into next year.In a nutshell: it makes sense to me that Apple stock is under pressure for now. But if the share price continues to decline, the dip could prove to be an opportunity for long-term investors to buy the stock for cheaper and realize the potential gains over time.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091708021,"gmtCreate":1643936234375,"gmtModify":1676533873502,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Huat ah","listText":"Huat ah","text":"Huat ah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091708021","repostId":"2208841315","repostType":4,"isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959526081,"gmtCreate":1673023278643,"gmtModify":1676538771821,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a>Still down aft holding fir 2 years 😖","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a>Still down aft holding fir 2 years 😖","text":"$Alibaba(09988)$ Still down aft holding fir 2 years 😖","images":[{"img":"https://community-static.tradeup.com/news/887de6c3f6b3e27fe48e805f147d678c","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959526081","isVote":1,"tweetType":1,"viewCount":1464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":407692453003648,"gmtCreate":1740548214660,"gmtModify":1740548217312,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S58.SI\">$SATS LTD.(S58.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/S58.SI\">$SATS LTD.(S58.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$SATS LTD.(S58.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407692453003648","isVote":1,"tweetType":1,"viewCount":2630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091701508,"gmtCreate":1643936214865,"gmtModify":1676533873485,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Nice ... huat ah","listText":"Nice ... huat ah","text":"Nice ... huat ah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091701508","repostId":"2208431531","repostType":4,"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344036048,"gmtCreate":1618359359984,"gmtModify":1704709573677,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Huat ah .... market going for new height !!","listText":"Huat ah .... market going for new height !!","text":"Huat ah .... market going for new height !!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/344036048","repostId":"1153672645","repostType":4,"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571917985322875","authorId":"3571917985322875","name":"Jo2021","avatar":"https://static.tigerbbs.com/d186b317dbe61e4c143700353fa1277c","crmLevel":12,"crmLevelSwitch":0,"idStr":"3571917985322875","authorIdStr":"3571917985322875"},"content":"yes!! huathuat together","text":"yes!! huathuat together","html":"yes!! huathuat together"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963613691,"gmtCreate":1668658921514,"gmtModify":1676538092726,"author":{"id":"3570608563368860","authorId":"3570608563368860","name":"Venture118f","avatar":"https://static.tigerbbs.com/3887689271b688d92c9bf6299b2a2c56","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570608563368860","authorIdStr":"3570608563368860"},"themes":[],"htmlText":"Current depressing market allows me a chance to accumulate more APPLE 🍎☺️☺️😔","listText":"Current depressing market allows me a chance to accumulate more APPLE 🍎☺️☺️😔","text":"Current depressing market allows me a chance to accumulate more APPLE 🍎☺️☺️😔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9963613691","repostId":"2284813867","repostType":4,"repost":{"id":"2284813867","kind":"highlight","pubTimestamp":1668651244,"share":"https://ttm.financial/m/news/2284813867?lang=en_US&edition=fundamental","pubTime":"2022-11-17 10:14","market":"us","language":"en","title":"Why Apple Is The Only FAANG Stock Worth Buying","url":"https://stock-news.laohu8.com/highlight/detail?id=2284813867","media":"Seeking Alpha","summary":"SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful produc","content":"<html><head></head><body><h3>Summary</h3><ul><li>Apple is down 16%, yet it&#39;s the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.</li><li>Thanks to its advanced supply chains, successful products, and healthy balance sheet, Apple has pricing power, high and steady margins, and the ability to buy back shares.</li><li>While challenges persist, I am convinced that Apple remains the best tech stock to buy on any weakness. I believe that the downside is somewhat limited, with a strong upside.</li></ul><h2>Introduction</h2><p>Technically speaking, <b>Apple Inc. (NASDAQ:AAPL)</b> is the only company in my portfolio that is a member of the technology sector. While I tend to disagree with the definition of technology, I thought long and hard before buying technology in 2021. I wanted a company that brings both growth and value to the table. A company that offers a growing dividend and buybacks without giving up on its ability to outperform - after all, I&#39;m not looking to go overweight in high-yield investments. Apple offers all of this. While Apple is struggling this year, it is outperforming every other FAANG stock by a wide margin. This happens despite significant consumer weakness, lower business investments, and the fact that Apple&#39;s products are in the highest price range. In this article, I&#39;m going to dive into all of this and explain why I believe that Apple is a go-to stock for investors looking to buy high-quality growth exposure. This includes my strategy going forward, as we need to incorporate way more than Apple&#39;s ability to invent great products.</p><p>So, let&#39;s get to it!</p><h2>It&#39;s A Scary Business Environment</h2><p>The little brown area in the chart below displays my technology exposure. While I would make the case that several defense companies (industrials) in my portfolio are way more high-tech than most stocks in the technology sector, it is important to own stocks that perform better in a falling-rate environment. In other words, buying Apple was mainly based on diversification.</p><p></p><p><img src=\"https://static.tigerbbs.com/50f9d99495363bbc24d79e1156a9f750\" tg-width=\"640\" tg-height=\"418\" referrerpolicy=\"no-referrer\"/></p><p>Author</p><p>That said, I could have gone with a lot of technology stocks, yet I went with Apple. Going back twelve months, Apple is currently the only stock in positive territory. Note that I included Microsoft (MSFT), NVIDIA Corp. (NVDA), and Amazon (AMZN) as well. After all, FAANG has evolved a bit over the years.</p><p></p><p><img src=\"https://static.tigerbbs.com/07f8247f254110297bc0bfac6717d880\" tg-width=\"635\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Essentially, I liked the concept behind FAANG (or FAANG+, or FAANGMAN, or whatever you want to use) because it perfectly captured the bull market between the Great Financial Recession and the surge in inflation in 2021.</p><p>Federal Reserve interest rates were low, inflation was low, global QE programs fueled liquidity, and technological developments were fast. As the chart (from September 2022) below shows, interest rates were highly accommodative between 2009 and 2022. The only exception was the surge in rates after 2016, which allowed value stocks to briefly outperform growth stocks.<img src=\"https://www.cmegroup.com/content/dam/cmegroup/insights/images/2022/a-perspective-on-interest-rate-neutrality-fig03.jpg\" tg-width=\"940\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/>CME Group</p><p>Essentially, accommodative rates mean that Fed policy rates are below long-term inflation expectations. What made the situation in the past decade so attractive is that long-term inflation rates were low - yet Fed rates were even lower.</p><p>Using the 5-year, 5-year forward inflation chart, which estimates the average inflation rate of the five years starting in five years, we see that estimates were close to 2.4% in the years after the Great Financial Crisis. After 2013, these rates moved lower, with consistent readings below 2%.</p><p></p><p><img src=\"https://static.tigerbbs.com/1237255f9b5395d3108c0bb1a248d09d\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p>Federal Reserve Bank of St. Louis</p><p>This makes growth stocks so attractive because discounting future growth is way more attractive when inflation expectations are low. After all, if you assume that inflation will accelerate, you probably prefer stocks that already generate high profits.</p><p>On top of that, central banks provided liquidity, which was more or less forced into FAANG stocks.</p><p><img src=\"https://static.tigerbbs.com/6beb2ec686a4d7016eabca0c1eb5a6a5\" tg-width=\"704\" tg-height=\"514\" referrerpolicy=\"no-referrer\"/></p><p>Yahoo Finance</p><p>In 2021, I bought Apple. Not because I expected this to continue, as I already had shifted to the thesis that value would outperform. I bought Apple for diversification and because I believed that Apple would outperform other growth stocks.</p><p>My thesis turned out to be correct. Inflation accelerated as a result of supply chain issues, commodity shortages, labor inflation, and fiscal and monetary stimulus of 2020 and 2021. Now, we&#39;re in a situation where inflation is still high, causing central banks to reverse everything they did before the crisis. Interest rates are surging, economic growth is suffering, and inflation is still high.</p><p>While I&#39;m writing this, the market expects the Fed to hike by 50 basis points in December, followed by two 25 basis points hikes in early 2023.</p><p><img src=\"https://static.tigerbbs.com/f3fcded5ac463d291451c666e5b7b6aa\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/>CME Group</p><p>The risk is that inflation isn&#39;t coming down as fast as the market may expect, causing us to get a scenario comparable to the 1970s and 1980s, where supply-side-driven inflation caused the Fed to initiate a few aggressive hiking cycles. It caused economic growth to fluctuate.</p><p>Until inflation eased in the early 1980s, stocks went sideways for more than 20 years. I am not saying that this will happen again, however, I believe the risks of a prolonged sideways trend are very high.<img src=\"https://static.tigerbbs.com/3cd26580babd7b3bda3d1b3d4bb68190\" tg-width=\"640\" tg-height=\"297\" referrerpolicy=\"no-referrer\"/></p><p>TradingView (S&amp;P 500)</p><p>Essentially, this would mean that we need to pour all of our money into (high) dividend-paying stocks. However, I&#39;m only changing my strategy a bit as I will continue to buy growth.</p><p>I won&#39;t buy money-losing growth stocks. I will use the next few years to buy more Apple shares at any opportunity I get, as I want to make this a large position in my portfolio.</p><p>After all, Apple combines the best of growth and value, causing it to remain the last FAANG standing - by a significant margin.</p><h2>Apple - Resilience When It Matters Most</h2><p>Let&#39;s continue with some more bad news. Apple isn&#39;t just a tech stock, it is also highly dependent on the health of the consumer. After all, 52% of its $394 billion net sales in FY2022 came from its iPhone (other products also depend on the consumer). Hence, one of the reasons why so many investors have not invested in Apple is the fact that the consumer is in a terrible spot. Using the University of Michigan numbers, the current financial situation of consumers in the United States hasn&#39;t been this low since 2010.</p><p><img src=\"https://static.tigerbbs.com/568283294349a80eb431b0cd4cd26fed\" tg-width=\"640\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/></p><p>University of Michigan</p><p>In Europe, the situation is even worse due to the energy crisis. In China, we&#39;re dealing with ongoing lockdowns (Zero COVID) that keep people from spending as much as they would under normal circumstances. On a side note, despite lockdowns, Apple grew sales by 9% in Greater China in FY2022. That beats European sales by 200 basis points! I expect these sales to rebound when China ends its Zero COVID policy in early 2023 (according to my sources).</p><p>Hence, now bad headlines are emerging. For example, Apple is now offering rare MacBook deals to accelerate its sales.</p><p><img src=\"https://static.tigerbbs.com/e3c5dac3d8f0ae070f1e07e7fe3746df\" tg-width=\"640\" tg-height=\"161\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>As reported by Bloomberg, the company is offering discounts of as much as 10%. Yet, it only impacts its M1-chip MacBooks.</p><p><img src=\"https://static.tigerbbs.com/5d7efad2196ec5f443f7f7cc031f1e38\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>This is a measure aimed to boost sales and get rid of excess inventory ahead of MacBook upgrades in the first few months of 2023.</p><p>That&#39;s not everything. Weakness is also hitting the iPhone (as most already expected, given macroeconomic conditions). J.P. Morgan just came out, making the case that sales in the December quarter will decline year-on-year.</p><p>As reported by Seeking Alpha:</p><blockquote>Analyst Samik Chatterjee lowered his iPhone 14 estimates by 5M and other iPhone estimates by <a href=\"https://laohu8.com/S/MMM\">3M</a> and now forecasts iPhone and total revenues to decline year-over-year during the period.</blockquote><blockquote>&#34;In relation to impact to [fiscal year 2023] estimates overall, the reduction to estimates are more modest as we expect part of the shipment shortfall in the December quarter to be made up in the March quarter, which typically being a lower production quarter will give Apple ample opportunities to recover the shortfall, and on the demand side based on historical precedent we expect limited to modest impact to consumer demand from delays and extended delivery times,&#34; Chatterjee wrote.</blockquote><p>I have to say that this news sounds worse than it is. For example, the iPhone has been strong until the December quarter. In its fourth quarter, the company grew iPhone sales by 10%. While this includes pricing, it&#39;s on top of 39% revenue growth in the prior-year quarter. That&#39;s better news than most give Apple credit for.</p><p>However, Apple was very reluctant when it comes to predicting what demand may look like - especially with regard to pricing issues and lower-cost competitors.</p><p>Tim Cook mentioned supply chain issues that kept the company from selling as many iPhones as it would have liked. Moreover, iPhone 14 demand is hard to estimate as Apple has introduced a number of new models (Max, Pro, you name it).</p><p>However, one of the reasons why I&#39;m not worried about competition is the fact that quality differences are a huge issue when looking for better prices. I&#39;ve spent the past four weeks figuring out what my new phone is going to be. I can go for a cheap option from a competitor. However, reviews are just terrible. When looking for a quality phone, there really isn&#39;t a cheap alternative to the iPhone anymore. Hence, people stay in the Apple ecosystem. Or, even better, people join the ecosystem. I&#39;ve had more friends and colleagues switch to Apple in the past 12 months than people leaving Apple - including a lot of penny pinchers.</p><p>Hence, I wasn&#39;t surprised that Tim Cook mentioned great results for the iPhone in all key regions:</p><blockquote>We were really pleased with the broadness of the iPhone strength last quarter. We had three of the top four smartphones in the U.S. and the UK, the top three in Urban China, the top six in Australia, four out of the top five in Germany and the top two in Japan. And customer satisfaction for the iPhone remains very, very strong at 98%.</blockquote><p>Moreover, in light of high inflation, Apple has maintained strong margins. Apple&#39;s operating margin has been consistently above 30.0% in the 2022 calendar year. Microsoft is strong as well. Companies like Netflix (NFLX), Meta (META), and Amazon have a much harder time dealing with inflation. Moreover, in most cases, demand weakness makes this even harder.<img src=\"https://static.tigerbbs.com/5bab72c94b1eb7593597c5b76b716145\" tg-width=\"635\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>The key here is Apple&#39;s supply chain resilience. Like all companies, Apple did feel headwinds from the severe supply shortages (i.e., semiconductors) that started after the 2020 lockdowns. However, Apple is superior when it comes to supply chains.</p><p>Even way before the pandemic, Apple was known for its seamless supply chain operations. In 2019, I did my master&#39;s degree focused on supply chains. Tim Cook was a frequent topic of discussion.</p><p>As reported by Supply Chain Digital, it is no surprise that Steve Jobs made Tim Cook his successor. He&#39;s a supply chain guy, responsible for a big part of Apple&#39;s success.</p><blockquote>[...] it was Cook who had ensured Apple’s phenomenal growth by never allowing the supply of its products to be outstripped by demand, even when demand was stratospheric.</blockquote><blockquote>[...] Yet less than a year after Cook joined, Apple was reporting profits. As the visionary Jobs came up with one era-defining product after another, Cook made sure they were always available, and in huge numbers.</blockquote><blockquote>An early Cook ploy was to buy US$100mn of holiday season air freight, months in advance. This cut out competitors, and left them scrambling to ship products during the holiday season.</blockquote><blockquote>But he realised very early in his Apple career that the company’s supply chain was unwieldy, over-complex and unresponsive, and so he moved Apple to a just-in-time (JIT) manufacturing model - a process he had overseen in his time at <a href=\"https://laohu8.com/S/IBM\">IBM</a>.</blockquote><p>It&#39;s good to know there&#39;s an expert in charge (obviously) as Apple is now reconfiguring its supply chain. Apple will reduce its reliance on Asian markets as geopolitical and economic risks have caused an acceleration in supply changes after the pandemic.</p><p>Apple is now looking to source chips in the United States and Europe. As reported by Bloomberg:</p><blockquote>“We’ve already made a decision to be buying out of a plant in Arizona, and this plant in Arizona starts up in ’24, so we’ve got about two years ahead of us on that one, maybe a little less,” Cook told the employees. “And in Europe, I’m sure that we will also source from Europe as those plans become more apparent,” he said at the meeting, which included Apple services chief Eddy Cue and Deirdre O’Brien, its head of retail and human resources.</blockquote><p>In Arizona, Apple will have access to supply from the Taiwan Semiconductor Manufacturing Company (TSM), starting in 2024. Moreover, Intel (INTC) is building plants in Arizona, with a similar timeline. Yet, Apple won&#39;t likely become a customer as it has produced its own chips - as everyone is aware of by now.</p><h2>More Reasons Why Apple Isn&#39;t Selling Off</h2><p>So far, we have a few reasons. Despite imploding consumer sentiment, supply chain issues, and ongoing geopolitical issues (including Zero-COVID), Apple is standing strong. Its margins in FY2022 reached one of the highest levels ever, its iPhone continues to withstand fierce competition, and Apple further improved sales on top of tough comparisons in FY2021. All of this was provided by stellar supply chains.</p><p>When looking at the bigger picture, we see that margins are expected to come down a bit. However, both EBITDA and free cash flow are expected to remain in an uptrend.</p><p><img src=\"https://static.tigerbbs.com/8b4eab909778547491aa3fdd03828ff6\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>TIKR.com</p><p>In the current fiscal year (2023), the company is expected to generate $105 billion in free cash flow. This implies a 4.4% free cash flow yield, using its $2,400 billion market cap.</p><p>That&#39;s good news for investors as Apple is on a mission to get rid of its cash load.</p><p>In the September quarter, the company returned $29 billion to shareholders. $3.7 billion was distributed through dividends (sustaining its 0.6% yield). The remaining $25.2 billion was (indirectly) distributed through open market purchases of 160 million AAPL shares. Total distributions were roughly 1.2% of its market cap. On an annualized basis, that&#39;s 4.8%, allowing the company to distribute all of its incoming free cash flow and portions of its existing cash holdings.</p><p>The company ended the quarter with $169 billion in cash and marketable securities. The company repaid $2.8 billion in cash, decreased commercial paper by $1 billion, and issued $5.5 billion in new debt. Gross debt was $120 billion, indicating $49 billion in net cash (negative net debt).</p><p>Apple is looking to become net cash neutral over time, meaning the company will accelerate distributions not just in line with FCF growth, but a bit faster to distribute $49 billion in current net cash.</p><p>As a result, Apple is the only FAANG+ with substantial net share buybacks. None of the others bought back more than 10% of their shares outstanding.</p><p><img src=\"https://static.tigerbbs.com/bb56d538436fae8a9b46ba8dcea409c5\" tg-width=\"635\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>That is a huge deal as it artificially boosts earnings per share.</p><p>So, what about the valuation?</p><h2>Valuation</h2><p>Let&#39;s start with the worst news. The implied free cash flow yield isn&#39;t very high. Using LTM FCF, it&#39;s roughly at 5%. While it&#39;s off the lows, it is far below anything the market witnessed prior to global central banks turning accommodative in 2015. As I showed you at the start of this article, inflation expectations came down hard around 2015. It caused investors to apply a different valuation to Apple. Suddenly, a 10% FCF yield was way too high. Now, a 5% FCF yield may be too low, if we assume that inflation is here to stay...</p><p><img src=\"https://static.tigerbbs.com/4f58624ab1429d3a7bba3937e94452ba\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Moreover, Apple is trading at 18.0x NTM EBITDA. That&#39;s based on its $2.4 trillion market cap and FY2023E net cash of $61 billion.</p><p>This valuation is well below its peak, yet not at extremely attractive levels. I believe that a valuation of 15-16x EBITDA is a good place to start buying more shares - or to initiate a position.</p><p></p><p><img src=\"https://static.tigerbbs.com/b2073abe0c515422a8149c4fb7bdb21c\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>So, let&#39;s summarize this article.</p><h2>Takeaway</h2><p>I went with a somewhat confrontational title. However, I think it&#39;s true. While Apple is down 16% year-to-date, the company has protected its investors against weakness that occurred in other tech stocks. Not only that, but by doing so, investors are still sitting on tremendous gains over the past few years as AAPL did not underperform during the last bull market.</p><p>I also went with this title because I believe that Apple is the best FAANG+ stock going forward. I do not expect the market environment to suddenly turn accommodative of growth stocks. While supply chain issues are easing, above-average inflation is likely to persist. Central banks will continue to be forced to solve this, which could lead to multiple hiking cycles down the road.</p><p>My strategy is to continue buying Apple on any major weakness. While the company may refrain from rallying as it did prior to 2022, we&#39;re dealing with - what I believe - is the best FAANG stock on the market. The company has exceptional supply chain management, products able to withstand tough competition, and allowing the company to use pricing to offset inflationary headwinds.</p><p>On top of that, it has an AA+ balance sheet, allowing management to aggressively buy back shares, boosting EPS at a time when it matters most.</p><p>In summary, AAPL is a tech stock that lets me sleep well at night, knowing I own the best mix between growth and value.</p><p>So, if you&#39;re looking for tech exposure, I believe that AAPL is the way to go. Especially in light of ongoing and expected macroeconomic developments.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Apple Is The Only FAANG Stock Worth Buying</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Apple Is The Only FAANG Stock Worth Buying\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-17 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4558460-why-apple-is-the-only-faang-stock-worth-buying><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful ...</p>\n\n<a href=\"https://seekingalpha.com/article/4558460-why-apple-is-the-only-faang-stock-worth-buying\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4558460-why-apple-is-the-only-faang-stock-worth-buying","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284813867","content_text":"SummaryApple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks.Thanks to its advanced supply chains, successful products, and healthy balance sheet, Apple has pricing power, high and steady margins, and the ability to buy back shares.While challenges persist, I am convinced that Apple remains the best tech stock to buy on any weakness. I believe that the downside is somewhat limited, with a strong upside.IntroductionTechnically speaking, Apple Inc. (NASDAQ:AAPL) is the only company in my portfolio that is a member of the technology sector. While I tend to disagree with the definition of technology, I thought long and hard before buying technology in 2021. I wanted a company that brings both growth and value to the table. A company that offers a growing dividend and buybacks without giving up on its ability to outperform - after all, I'm not looking to go overweight in high-yield investments. Apple offers all of this. While Apple is struggling this year, it is outperforming every other FAANG stock by a wide margin. This happens despite significant consumer weakness, lower business investments, and the fact that Apple's products are in the highest price range. In this article, I'm going to dive into all of this and explain why I believe that Apple is a go-to stock for investors looking to buy high-quality growth exposure. This includes my strategy going forward, as we need to incorporate way more than Apple's ability to invent great products.So, let's get to it!It's A Scary Business EnvironmentThe little brown area in the chart below displays my technology exposure. While I would make the case that several defense companies (industrials) in my portfolio are way more high-tech than most stocks in the technology sector, it is important to own stocks that perform better in a falling-rate environment. In other words, buying Apple was mainly based on diversification.AuthorThat said, I could have gone with a lot of technology stocks, yet I went with Apple. Going back twelve months, Apple is currently the only stock in positive territory. Note that I included Microsoft (MSFT), NVIDIA Corp. (NVDA), and Amazon (AMZN) as well. After all, FAANG has evolved a bit over the years.Data by YChartsEssentially, I liked the concept behind FAANG (or FAANG+, or FAANGMAN, or whatever you want to use) because it perfectly captured the bull market between the Great Financial Recession and the surge in inflation in 2021.Federal Reserve interest rates were low, inflation was low, global QE programs fueled liquidity, and technological developments were fast. As the chart (from September 2022) below shows, interest rates were highly accommodative between 2009 and 2022. The only exception was the surge in rates after 2016, which allowed value stocks to briefly outperform growth stocks.CME GroupEssentially, accommodative rates mean that Fed policy rates are below long-term inflation expectations. What made the situation in the past decade so attractive is that long-term inflation rates were low - yet Fed rates were even lower.Using the 5-year, 5-year forward inflation chart, which estimates the average inflation rate of the five years starting in five years, we see that estimates were close to 2.4% in the years after the Great Financial Crisis. After 2013, these rates moved lower, with consistent readings below 2%.Federal Reserve Bank of St. LouisThis makes growth stocks so attractive because discounting future growth is way more attractive when inflation expectations are low. After all, if you assume that inflation will accelerate, you probably prefer stocks that already generate high profits.On top of that, central banks provided liquidity, which was more or less forced into FAANG stocks.Yahoo FinanceIn 2021, I bought Apple. Not because I expected this to continue, as I already had shifted to the thesis that value would outperform. I bought Apple for diversification and because I believed that Apple would outperform other growth stocks.My thesis turned out to be correct. Inflation accelerated as a result of supply chain issues, commodity shortages, labor inflation, and fiscal and monetary stimulus of 2020 and 2021. Now, we're in a situation where inflation is still high, causing central banks to reverse everything they did before the crisis. Interest rates are surging, economic growth is suffering, and inflation is still high.While I'm writing this, the market expects the Fed to hike by 50 basis points in December, followed by two 25 basis points hikes in early 2023.CME GroupThe risk is that inflation isn't coming down as fast as the market may expect, causing us to get a scenario comparable to the 1970s and 1980s, where supply-side-driven inflation caused the Fed to initiate a few aggressive hiking cycles. It caused economic growth to fluctuate.Until inflation eased in the early 1980s, stocks went sideways for more than 20 years. I am not saying that this will happen again, however, I believe the risks of a prolonged sideways trend are very high.TradingView (S&P 500)Essentially, this would mean that we need to pour all of our money into (high) dividend-paying stocks. However, I'm only changing my strategy a bit as I will continue to buy growth.I won't buy money-losing growth stocks. I will use the next few years to buy more Apple shares at any opportunity I get, as I want to make this a large position in my portfolio.After all, Apple combines the best of growth and value, causing it to remain the last FAANG standing - by a significant margin.Apple - Resilience When It Matters MostLet's continue with some more bad news. Apple isn't just a tech stock, it is also highly dependent on the health of the consumer. After all, 52% of its $394 billion net sales in FY2022 came from its iPhone (other products also depend on the consumer). Hence, one of the reasons why so many investors have not invested in Apple is the fact that the consumer is in a terrible spot. Using the University of Michigan numbers, the current financial situation of consumers in the United States hasn't been this low since 2010.University of MichiganIn Europe, the situation is even worse due to the energy crisis. In China, we're dealing with ongoing lockdowns (Zero COVID) that keep people from spending as much as they would under normal circumstances. On a side note, despite lockdowns, Apple grew sales by 9% in Greater China in FY2022. That beats European sales by 200 basis points! I expect these sales to rebound when China ends its Zero COVID policy in early 2023 (according to my sources).Hence, now bad headlines are emerging. For example, Apple is now offering rare MacBook deals to accelerate its sales.BloombergAs reported by Bloomberg, the company is offering discounts of as much as 10%. Yet, it only impacts its M1-chip MacBooks.BloombergThis is a measure aimed to boost sales and get rid of excess inventory ahead of MacBook upgrades in the first few months of 2023.That's not everything. Weakness is also hitting the iPhone (as most already expected, given macroeconomic conditions). J.P. Morgan just came out, making the case that sales in the December quarter will decline year-on-year.As reported by Seeking Alpha:Analyst Samik Chatterjee lowered his iPhone 14 estimates by 5M and other iPhone estimates by 3M and now forecasts iPhone and total revenues to decline year-over-year during the period.\"In relation to impact to [fiscal year 2023] estimates overall, the reduction to estimates are more modest as we expect part of the shipment shortfall in the December quarter to be made up in the March quarter, which typically being a lower production quarter will give Apple ample opportunities to recover the shortfall, and on the demand side based on historical precedent we expect limited to modest impact to consumer demand from delays and extended delivery times,\" Chatterjee wrote.I have to say that this news sounds worse than it is. For example, the iPhone has been strong until the December quarter. In its fourth quarter, the company grew iPhone sales by 10%. While this includes pricing, it's on top of 39% revenue growth in the prior-year quarter. That's better news than most give Apple credit for.However, Apple was very reluctant when it comes to predicting what demand may look like - especially with regard to pricing issues and lower-cost competitors.Tim Cook mentioned supply chain issues that kept the company from selling as many iPhones as it would have liked. Moreover, iPhone 14 demand is hard to estimate as Apple has introduced a number of new models (Max, Pro, you name it).However, one of the reasons why I'm not worried about competition is the fact that quality differences are a huge issue when looking for better prices. I've spent the past four weeks figuring out what my new phone is going to be. I can go for a cheap option from a competitor. However, reviews are just terrible. When looking for a quality phone, there really isn't a cheap alternative to the iPhone anymore. Hence, people stay in the Apple ecosystem. Or, even better, people join the ecosystem. I've had more friends and colleagues switch to Apple in the past 12 months than people leaving Apple - including a lot of penny pinchers.Hence, I wasn't surprised that Tim Cook mentioned great results for the iPhone in all key regions:We were really pleased with the broadness of the iPhone strength last quarter. We had three of the top four smartphones in the U.S. and the UK, the top three in Urban China, the top six in Australia, four out of the top five in Germany and the top two in Japan. And customer satisfaction for the iPhone remains very, very strong at 98%.Moreover, in light of high inflation, Apple has maintained strong margins. Apple's operating margin has been consistently above 30.0% in the 2022 calendar year. Microsoft is strong as well. Companies like Netflix (NFLX), Meta (META), and Amazon have a much harder time dealing with inflation. Moreover, in most cases, demand weakness makes this even harder.Data by YChartsThe key here is Apple's supply chain resilience. Like all companies, Apple did feel headwinds from the severe supply shortages (i.e., semiconductors) that started after the 2020 lockdowns. However, Apple is superior when it comes to supply chains.Even way before the pandemic, Apple was known for its seamless supply chain operations. In 2019, I did my master's degree focused on supply chains. Tim Cook was a frequent topic of discussion.As reported by Supply Chain Digital, it is no surprise that Steve Jobs made Tim Cook his successor. He's a supply chain guy, responsible for a big part of Apple's success.[...] it was Cook who had ensured Apple’s phenomenal growth by never allowing the supply of its products to be outstripped by demand, even when demand was stratospheric.[...] Yet less than a year after Cook joined, Apple was reporting profits. As the visionary Jobs came up with one era-defining product after another, Cook made sure they were always available, and in huge numbers.An early Cook ploy was to buy US$100mn of holiday season air freight, months in advance. This cut out competitors, and left them scrambling to ship products during the holiday season.But he realised very early in his Apple career that the company’s supply chain was unwieldy, over-complex and unresponsive, and so he moved Apple to a just-in-time (JIT) manufacturing model - a process he had overseen in his time at IBM.It's good to know there's an expert in charge (obviously) as Apple is now reconfiguring its supply chain. Apple will reduce its reliance on Asian markets as geopolitical and economic risks have caused an acceleration in supply changes after the pandemic.Apple is now looking to source chips in the United States and Europe. As reported by Bloomberg:“We’ve already made a decision to be buying out of a plant in Arizona, and this plant in Arizona starts up in ’24, so we’ve got about two years ahead of us on that one, maybe a little less,” Cook told the employees. “And in Europe, I’m sure that we will also source from Europe as those plans become more apparent,” he said at the meeting, which included Apple services chief Eddy Cue and Deirdre O’Brien, its head of retail and human resources.In Arizona, Apple will have access to supply from the Taiwan Semiconductor Manufacturing Company (TSM), starting in 2024. Moreover, Intel (INTC) is building plants in Arizona, with a similar timeline. Yet, Apple won't likely become a customer as it has produced its own chips - as everyone is aware of by now.More Reasons Why Apple Isn't Selling OffSo far, we have a few reasons. Despite imploding consumer sentiment, supply chain issues, and ongoing geopolitical issues (including Zero-COVID), Apple is standing strong. Its margins in FY2022 reached one of the highest levels ever, its iPhone continues to withstand fierce competition, and Apple further improved sales on top of tough comparisons in FY2021. All of this was provided by stellar supply chains.When looking at the bigger picture, we see that margins are expected to come down a bit. However, both EBITDA and free cash flow are expected to remain in an uptrend.TIKR.comIn the current fiscal year (2023), the company is expected to generate $105 billion in free cash flow. This implies a 4.4% free cash flow yield, using its $2,400 billion market cap.That's good news for investors as Apple is on a mission to get rid of its cash load.In the September quarter, the company returned $29 billion to shareholders. $3.7 billion was distributed through dividends (sustaining its 0.6% yield). The remaining $25.2 billion was (indirectly) distributed through open market purchases of 160 million AAPL shares. Total distributions were roughly 1.2% of its market cap. On an annualized basis, that's 4.8%, allowing the company to distribute all of its incoming free cash flow and portions of its existing cash holdings.The company ended the quarter with $169 billion in cash and marketable securities. The company repaid $2.8 billion in cash, decreased commercial paper by $1 billion, and issued $5.5 billion in new debt. Gross debt was $120 billion, indicating $49 billion in net cash (negative net debt).Apple is looking to become net cash neutral over time, meaning the company will accelerate distributions not just in line with FCF growth, but a bit faster to distribute $49 billion in current net cash.As a result, Apple is the only FAANG+ with substantial net share buybacks. None of the others bought back more than 10% of their shares outstanding.Data by YChartsThat is a huge deal as it artificially boosts earnings per share.So, what about the valuation?ValuationLet's start with the worst news. The implied free cash flow yield isn't very high. Using LTM FCF, it's roughly at 5%. While it's off the lows, it is far below anything the market witnessed prior to global central banks turning accommodative in 2015. As I showed you at the start of this article, inflation expectations came down hard around 2015. It caused investors to apply a different valuation to Apple. Suddenly, a 10% FCF yield was way too high. Now, a 5% FCF yield may be too low, if we assume that inflation is here to stay...Data by YChartsMoreover, Apple is trading at 18.0x NTM EBITDA. That's based on its $2.4 trillion market cap and FY2023E net cash of $61 billion.This valuation is well below its peak, yet not at extremely attractive levels. I believe that a valuation of 15-16x EBITDA is a good place to start buying more shares - or to initiate a position.Data by YChartsSo, let's summarize this article.TakeawayI went with a somewhat confrontational title. However, I think it's true. While Apple is down 16% year-to-date, the company has protected its investors against weakness that occurred in other tech stocks. Not only that, but by doing so, investors are still sitting on tremendous gains over the past few years as AAPL did not underperform during the last bull market.I also went with this title because I believe that Apple is the best FAANG+ stock going forward. I do not expect the market environment to suddenly turn accommodative of growth stocks. While supply chain issues are easing, above-average inflation is likely to persist. Central banks will continue to be forced to solve this, which could lead to multiple hiking cycles down the road.My strategy is to continue buying Apple on any major weakness. While the company may refrain from rallying as it did prior to 2022, we're dealing with - what I believe - is the best FAANG stock on the market. The company has exceptional supply chain management, products able to withstand tough competition, and allowing the company to use pricing to offset inflationary headwinds.On top of that, it has an AA+ balance sheet, allowing management to aggressively buy back shares, boosting EPS at a time when it matters most.In summary, AAPL is a tech stock that lets me sleep well at night, knowing I own the best mix between growth and value.So, if you're looking for tech exposure, I believe that AAPL is the way to go. Especially in light of ongoing and expected macroeconomic developments.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}