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2022-02-14

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Vaccine Stocks Slipped in Premarket Trading

2022-02-04

Buy

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2022-02-03

Why

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2022-01-19

Gaming is resession proof

Microsoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln

2022-05-02

Love it. Big on oil.

Warren Buffett Just Made an Even Bigger Bet on Oil Prices

2022-04-16

Counter the bid by making the deal costly

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2022-01-29

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7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022

2022-04-14

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UnitedHealth Stock Jumped After Better-Than-Expected Quarterly Earnings

2022-02-02

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2022-01-28

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2 High-Risk Growth Stocks Down 68% to 84% That Could Soar

2021-12-31

Apple

Apple Stays on Top for Phone Sales in China

2022-06-07

Oil

Is Now the Time to Buy Oil Stocks?

2022-05-24

$Tiger Brokers(TIGR)$aawaiting for good results. To the moon. Target 5 dollars

2022-04-16

Good day to rest, too bad market not open

Reminder: Holiday Trading Hours during Good Friday and Easter

2022-04-16

Great ariticle, would you like to share it?

Reminder: Holiday Trading Hours during Good Friday and Easter

2022-02-15

Nvidia

Nvidia's Shares Face A Steep Drop Following Results

2022-02-13

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2022-02-07

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2022-01-27

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2023-07-08

$ChargePoint Holdings Inc.(CHPT)$

Go to Tiger App to see more news

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GOOG's TPU Mania The Second \"Deekseek Moment\"?","htmlText":"Over the past 48 hours, one of the biggest stories in the entire AI sector has been the explosive move in Google-related assets. <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> / <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> shares ripped higher by more than 6% in regular trading and tacked on another ~2% after-hours on reports that Meta is in talks for a massive multi-billion-dollar TPU order. Meanwhile, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> and <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> barely budged — a stark contrast to what we usually see when AI hype hits.This isn’t being driven by a single headline. It’s the culmination of several developments that are forcing the market to completely re-price the cost stru","listText":"Over the past 48 hours, one of the biggest stories in the entire AI sector has been the explosive move in Google-related assets. <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> / <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> shares ripped higher by more than 6% in regular trading and tacked on another ~2% after-hours on reports that Meta is in talks for a massive multi-billion-dollar TPU order. Meanwhile, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> and <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> barely budged — a stark contrast to what we usually see when AI hype hits.This isn’t being driven by a single headline. It’s the culmination of several developments that are forcing the market to completely re-price the cost stru","text":"Over the past 48 hours, one of the biggest stories in the entire AI sector has been the explosive move in Google-related assets. $Alphabet(GOOGL)$ / $Alphabet(GOOG)$ shares ripped higher by more than 6% in regular trading and tacked on another ~2% after-hours on reports that Meta is in talks for a massive multi-billion-dollar TPU order. Meanwhile, $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ barely budged — a stark contrast to what we usually see when AI hype hits.This isn’t being driven by a single headline. It’s the culmination of several developments that are forcing the market to completely re-price the cost stru","images":[{"img":"https://static.tigerbbs.com/2cb30737e0802874a6f94d31aa503f44"},{"img":"https://static.tigerbbs.com/79a3de9ce4e93cbc9b4377f22f7637b1"},{"img":"https://static.tigerbbs.com/14947438bade861184ce70d245f51507"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503905099473672","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":489022332338400,"gmtCreate":1760413602381,"gmtModify":1760413606220,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Sharing. Gold and silver run","listText":"Sharing. Gold and silver run","text":"Sharing. Gold and silver run","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/489022332338400","repostId":"489017727824328","repostType":1,"repost":{"id":489017727824328,"gmtCreate":1760412486620,"gmtModify":1760412503562,"author":{"id":"4185413129326452","authorId":"4185413129326452","name":"Mickey082024","avatar":"https://community-static.tradeup.com/news/69cd88df1050e4a42389cd899f89a7ec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185413129326452","idStr":"4185413129326452"},"themes":[],"title":"The Next Precious Metals Boom: Why Silver Could Outperform Gold in 2025","htmlText":"<a href=\"https://ttm.financial/S/SLV\">$iShares Silver Trust(SLV)$</a> <a href=\"https://ttm.financial/S/GLD\">$SPDR Gold Shares(GLD)$</a> After the “Black Friday” market turbulence that sent shockwaves through equities last week, gold has once again stolen the spotlight — surging toward new all-time highs as safe-haven demand reignites. With rising fears of a U.S. economic slowdown, swelling geopolitical tensions, and a weakening dollar, investors have begun to pour capital back into precious metals. For months, gold has remained remarkably resilient in the face of tightening financial conditions. Now, with expectations of Federal Reserve rate cuts gaining traction and inflation proving stickier than policymakers hoped, the yellow metal is drawing renewed enthusiasm. Analysts across Wall Str","listText":"<a href=\"https://ttm.financial/S/SLV\">$iShares Silver Trust(SLV)$</a> <a href=\"https://ttm.financial/S/GLD\">$SPDR Gold Shares(GLD)$</a> After the “Black Friday” market turbulence that sent shockwaves through equities last week, gold has once again stolen the spotlight — surging toward new all-time highs as safe-haven demand reignites. With rising fears of a U.S. economic slowdown, swelling geopolitical tensions, and a weakening dollar, investors have begun to pour capital back into precious metals. For months, gold has remained remarkably resilient in the face of tightening financial conditions. Now, with expectations of Federal Reserve rate cuts gaining traction and inflation proving stickier than policymakers hoped, the yellow metal is drawing renewed enthusiasm. Analysts across Wall Str","text":"$iShares Silver Trust(SLV)$ $SPDR Gold Shares(GLD)$ After the “Black Friday” market turbulence that sent shockwaves through equities last week, gold has once again stolen the spotlight — surging toward new all-time highs as safe-haven demand reignites. With rising fears of a U.S. economic slowdown, swelling geopolitical tensions, and a weakening dollar, investors have begun to pour capital back into precious metals. For months, gold has remained remarkably resilient in the face of tightening financial conditions. Now, with expectations of Federal Reserve rate cuts gaining traction and inflation proving stickier than policymakers hoped, the yellow metal is drawing renewed enthusiasm. Analysts across Wall Str","images":[{"img":"https://community-static.tradeup.com/news/034630582922f3eac76f9ad238f6ef29","width":"657","height":"386"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/489017727824328","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487946464399456,"gmtCreate":1760150919592,"gmtModify":1760150923522,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Baba on AI , competition&nbsp;and future world","listText":"Baba on AI , competition&nbsp;and future world","text":"Baba on AI , competition and future world","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/487946464399456","repostId":"1199643973","repostType":2,"repost":{"id":"1199643973","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1760009056,"share":"https://ttm.financial/m/news/1199643973?lang=en_US&edition=fundamental","pubTime":"2025-10-09 19:24","market":"hk","language":"en","title":"Alibaba's Joe Tsai Debates White House \"AI Czar\": China Makes Significant Progress in AI Applications, AI is Not Winner-Takes-All","url":"https://stock-news.laohu8.com/highlight/detail?id=1199643973","media":"Deep News","summary":"On October 9, at the All-In 2025 Summit, Alibaba Group co-founder and Chairman Joe Tsai shared his latest insights on US-China tech competition, Alibaba's strategic transformation, and AGI among...","content":"<p>On October 9, at the All-In 2025 Summit, Alibaba Group co-founder and Chairman Joe Tsai shared his latest insights on US-China tech competition, Alibaba's strategic transformation, and AGI among other hot topics. Tsai stated bluntly: \"AI is not a winner-takes-all field. True victory lies not in developing the most powerful AI models, but in achieving faster technological implementation and applications.\"</p>\n<p>Tsai engaged in a debate with David Sacks, dubbed the \"White House AI Czar\" and head of White House AI and cryptocurrency affairs. Sacks emphasized that the US must maintain leadership in AI and chip technologies. However, Tsai argued: \"The US should invest more resources in technology applications and popularization, rather than focusing solely on technology R&D.\"</p>\n<p>Tsai added that China actively embraces open-source principles, and many companies have launched models with moderate parameter scales, a development model more conducive to rapid technology adoption. While he did not assert that China has taken the lead in the model technology race, he stated that \"China has indeed made significant progress in practical applications.\" He concluded that AI is becoming a ubiquitous fundamental element like air, and no country would claim exclusive ownership of air.</p>\n<p>Regarding Alibaba, Tsai mentioned joining due to Jack Ma's leadership, deeply attracted by Ma's clear vision and ability to identify talent. Throughout Alibaba's 26-year development journey, Tsai witnessed Chinese companies transition from a \"free expansion period\" to a \"new normal,\" believing that today's regulatory environment is more predictable and stable.</p>\n<p>Alibaba has undergone internal transformation in recent years. Tsai revealed that after returning as board chairman, the first thing he did was tell everyone that promoting Alibaba's involvement in six different businesses to the outside world was \"too confusing.\" Tsai focused Alibaba's strategy on two core areas: e-commerce and cloud computing, deeply integrating AI into all business segments, with this focus being key to managing the company well. Currently, approximately 30% of Alibaba's code is generated by AI.</p>\n<p>Regarding AI's future, Tsai specifically mentioned Google DeepMind founder and CEO Demis Hassabis's prediction that AGI might be achieved within 5 to 10 years, but Tsai personally believes AGI still needs about 20 years to truly arrive.</p>\n<p>Beyond Alibaba, Tsai has another identity: he owns NBA team Brooklyn Nets and WNBA team New York Liberty. In the interview, he also shared business insights from operating teams and perspectives on the sports industry.</p>\n<p>Recently, the 2025 NBA China Games will be held in Macau, marking the event's restart after a 6-year hiatus. The participating teams are the Phoenix Suns and Brooklyn Nets, with the latter being Tsai's NBA team, while Alibaba Cloud also sponsors the event. On October 9, NBA China and Alibaba Group announced a multi-year partnership between NBA China and Alibaba Cloud.</p>\n<p>The All-In 2025 Summit was held from September 8-10 in the US, initiated by the well-known Silicon Valley podcast All-In. This year's summit also featured notable tech industry leaders including Elon Musk and Demis Hassabis.</p>\n<p>The following is a transcript of Tsai's interview at the All-In Summit (with team-related Q&A moved to the end):</p>\n<p>**01. Alibaba Founded 26 Years Ago, Regulatory Environment Has Entered New Normal**</p>\n<p>Host: Let's talk about Alibaba. This has been an incredible journey, with Jack Ma's story documented in books, but can you take us back to your mindset then? How did you get involved, what were you thinking, and how much risk did you take?</p>\n<p>Tsai: I was fascinated by Jack Ma's personality. People see Ma's public side, which is very charismatic. But what I saw was his ability to instill belief in people. When I walked into his apartment, there were about 12 to 15 recent college graduates, and Ma was like a teacher 10 years older than them. He was good at communication and could paint a very clear vision. That's what I truly identified with and joined for. His leadership ability was amazing.</p>\n<p>Ma himself came from a teaching background, was educated as such, and taught English at Zhejiang University. Teachers are natural leaders to some extent. Teachers must first be good communicators, and secondly, they must be able to identify talent. I think many teachers enjoy making judgments like \"this child will be very successful in the future,\" writing recommendation letters for them, doing various things. And teachers are humble enough; they are willing, even happy to see their students more successful than themselves. In the process of starting a company, you need to be able to accommodate all kinds of people who are smarter than you. This is very important.</p>\n<p>Host: There was a phase, I think around the early 2010s, when China felt like a highly free capitalist environment, with a Cambrian explosion of excellent entrepreneurs emerging, including you, Jack Ma, Pony Ma, and others. Later, things changed somewhat. Can you outline this process of change for us? I believe these changes profoundly affected foreign direct investment entering China's ecosystem. Please tell us about this journey you personally experienced, participated in, and observed.</p>\n<p>Tsai: Alibaba has been established for 26 years. I think the first 15 years were completely free market growth, where we organically built many businesses. Then we entered a phase of extreme competition. Everyone wanted to do e-commerce because if you have online traffic, e-commerce is the best way to monetize that traffic. In today's market, we have five or six very strong competitors, including ByteDance, TikTok's parent company. They're also doing e-commerce. They're not known for e-commerce, but they're one of our fiercest competitors.</p>\n<p>We went through a period of extreme competition, then the government felt the industry was somewhat off track. Competition was too intense, and some platforms showed monopolistic behavior. So more regulatory measures were introduced, some of which were actually very good, such as privacy protection and anti-monopoly measures. Now we've entered a new normal where the regulatory environment is more predictable. We know where the red lines are, what should and shouldn't be done. Actually, due to this predictability, it has created a better business environment.</p>\n<p>**02. China is a Peaceful Country, Emphasis on Education Worth Learning from by America**</p>\n<p>Host: On the geopolitical level, the US seems to constantly indoctrinate Americans to view China as an existential threat to America, that we are competitors, that we cannot cooperate and jointly lead the world toward prosperity. What's your view?</p>\n<p>Tsai: I disagree with that worldview.</p>\n<p>Host: I don't believe it either. I don't know why our only tone of dialogue has to be that we are mortal enemies.</p>\n<p>Tsai: I think I can understand why America has such thoughts. China has risen rapidly over the past 20-25 years, manufacturing has become strong, becoming an export powerhouse. Due to economic development, China has also become a tech power. America's fear is that economic strength and technological strength will translate into military strength, making it a national security issue. I understand this.</p>\n<p>But I think China and the US are the world's two largest economies. I think you need to step back and think about the problem. On one hand, you should compete with China. Hyperscale companies compete globally with Chinese internet companies. But on the other hand, there are so many conflict zones in the world. Didn't President Trump say he himself prevented seven wars? China didn't start any of them. How many years has China not started a war? I feel it's been 30-40 years. I think China participated in the Korean War, maybe the Vietnam War, but that's ancient history.</p>\n<p>If you observe the Chinese people and China's behavior, it's a very peaceful country. China cares about its own economic development and the welfare of its citizens. I think there's a lot of friction in the US-China competition process, with China feeling that America is trying to contain China and prevent China's economic rise.</p>\n<p>Host: Speaking of citizen welfare, you mentioned ByteDance. I think there are reports that ByteDance's revenue just exceeded Meta's revenue. ByteDance's core product TikTok is fundamentally different in America and China. Due to regulation and concern for citizen welfare, China's Douyin has strict regulations on content, screening, and algorithms. In America, TikTok is full of cat videos and all kinds of meaningless content, although I now notice TikTok has added a STEM section. China has that mindset and willingness to think about its citizens. I'm just curious, how should we Americans embrace more of that principle? Because this is often overlooked in the US-China confrontational atmosphere. What should we do more of that China is doing?</p>\n<p>Tsai: Education. China has a highly educated population. Talk to any Chinese parent, and they want their children to take the gaokao and enter the best universities. If they want to send their children abroad to study, their targets are Ivy League schools or Stanford. Chinese people place great emphasis on education. I think America has some structural problems, like teacher union obstacles. But China doesn't have teacher unions.</p>\n<p>**03. AI Field is Not Winner-Takes-All, US-China Still Has Broad Cooperation Space**</p>\n<p>Host: David, I'm curious how you view this issue. Are we destined to forever be in conflict with China? Or under our remarkable, dynamic President Trump's leadership, is there another path forward?</p>\n<p>David Sacks: America and China are in high-tech competition, also competing in security and economic fields. The reason is that China has become wealthy and powerful, and America doesn't tolerate peer competitors. America wants to be the strongest country. Power balance is somewhat a zero-sum game. Economics isn't, but power is. America's history is that we want to be first, we don't like having pure competitors. That's the bottom line. This is for good reason. Countries are essentially in anarchy with each other, meaning there's no higher authority above nations. If you encounter trouble in the global system, you can't dial 911. Countries place survival above all considerations, and the way to survive in the international system is to become powerful. Countries measure your power by the gap between you and the next most powerful country. 20 years ago, China wasn't seen as a threat because it wasn't wealthy and powerful, but now it is.</p>\n<p>I think this has led to a more hawkish atmosphere in Washington. I agree with parts of their view because I think it's very important for America to win the AI race. We don't want China to dominate AI or the chip field. As Americans, we want America to be the strongest country. If I were Chinese, I would want China to be the strongest country. I have no personal grudge or malice about this. But I want America to be the strongest country, and in my little field, this means winning the AI race.</p>\n<p>Tsai: May I respond?</p>\n<p>Host: Of course. Please go ahead.</p>\n<p>Tsai: I understand your feelings as a patriot wanting America to win. But regarding the AI field, I don't think there's such a thing as winning the race. It's more like a long marathon. Observing the development trends of model companies, you'll find new models leading every week, but the next week they're overtaken by other models. On the other hand, the entire AI industry hasn't yet formed a clear business model. The e-commerce business we're in has network effects market models, but I'm skeptical whether the model development field also has this winner-takes-all characteristic. I think AI is not a winner-takes-all field.</p>\n<p>In my view, true victory lies not in developing the most powerful AI models, but in achieving faster technological implementation and applications. America should invest more resources in technology applications and popularization, rather than focusing solely on technology R&D. Currently, each tech giant invests about $80 billion annually in R&D, which is a huge investment.</p>\n<p>Looking at China's development path: First, China actively embraces open-source principles; second, many companies including ours have launched models with moderate parameter scales - such as 1.7 billion and 8 billion parameter models, which are more suitable for mobile devices and laptops. This development model is more conducive to rapid technology adoption.</p>\n<p>I should clarify that I'm not asserting China has taken the lead in the model technology race, but China has indeed made significant progress in practical applications. A survey last year showed only 8% of Chinese companies applied AI technology in their business; now this proportion is approaching 50%. The speed of this application adoption is remarkable.</p>\n<p>AI is becoming a ubiquitous fundamental element like air, and no country would claim exclusive ownership of air. In critical fields like healthcare and biology, AI holds enormous potential, providing broad space for cooperation between the two countries.</p>\n<p>**04. After Returning to Alibaba, the Key is Focus**</p>\n<p>Host: Whether self-developing or adopting existing models, the most critical question is: what is AI's actual impact on business operations? How will this change hiring scale? At what levels will it have impact? What changes will it bring to efficiency and work nature? What are the specific AI application scenarios within Alibaba?</p>\n<p>Tsai: AI has indeed significantly improved our operational efficiency, correspondingly reducing manpower needs. We're trying to use AI to write quarterly financial reports, even considering using AI in analyst meetings, observing whether people can tell the difference, then we'll just lay off the entire finance department (laughs). But AI's greatest value lies in empowering consumer-side applications. We deeply integrate AI into e-commerce, maps, food delivery and other businesses, expanding user scale by improving user experience, with this impact ultimately reflected in revenue growth.</p>\n<p>Host: As more and more work is done by AI, won't demand for labor naturally decline?</p>\n<p>Tsai: We haven't announced any layoffs because of AI yet, but I keep asking our engineering department heads how much code is now written by AI. I get different answers depending on which department you ask, but I think it's probably reached 30% now.</p>\n<p>Host: Already that high?</p>\n<p>Tsai: Yes, I did a weighted average across different departments, roughly that figure.</p>\n<p>Host: Alibaba is a huge enterprise with business spanning many countries globally. How does Alibaba build corporate culture, and how do you manage massive numbers of employees, diverse needs, and various issues? How do you handle this?</p>\n<p>Tsai: Focus. Before taking over as chairman, I was actually gradually stepping back from company operations, focusing on the Brooklyn Nets. About a year and a half ago, I returned as company chairman. The first thing I did was tell everyone we can't keep saying our company is involved in six different businesses - it's too confusing. We only do two businesses: e-commerce and cloud computing, both containing AI elements, these two are our core businesses. This focus allows our team to concentrate and execute company decisions.</p>\n<p>Host: Finally, can you briefly predict the team's performance this new season?</p>\n<p>Tsai: Are you referring to the entire league, or specifically the Nets?</p>\n<p>Host: Let's talk about the Nets.</p>\n<p>Tsai: We're in a rebuilding cycle. This summer we fully utilized five first-round draft picks while retaining important draft assets for 2026. This layout already indicates our strategic direction - we'll focus on developing young players, giving them ample growth space. While this means we need to go through a growth process, this is our clear development path at this stage.</p>\n<p>**05. AGI Still Needs 20 Years to Arrive, China Doesn't Fear Superintelligence Getting Out of Control**</p>\n<p>Host: I want to follow up with a question. We just talked in the previous panel discussion that China seems to have a somewhat different view of autonomous driving technology. China is both testing autonomous driving technology but also wants to ensure related technology won't cause widespread unemployment. What exactly is China's view on autonomous driving? Tens of millions of workers make a living driving - what are their views on this? I understand some drivers in Wuhan have expressed dissatisfaction. How do the Chinese government and Chinese people view this incredible transformation of autonomous driving and its impact on employment?</p>\n<p>Tsai: I think the government fully embraces it. The Chinese government introduced the \"AI+\" policy a few weeks ago - by 2030, five years from now, they want to see 90% adoption of AI agents, devices, etc. in society. This is an official public government statement - full commitment. There really isn't much discussion about AI replacing human jobs. But overall, Chinese people have employment anxiety. China has about 10 million university graduates annually. China's youth unemployment rate, that is, the unemployment rate for the 16-24 age population, including graduate students, is 18%. Actually quite high, and Chinese people have a lot of anxiety about this.</p>\n<p>Part of the reason is economic. Although China's overall economic situation is quite good in terms of infrastructure, energy access, etc., there's currently a kind of low mood because China has experienced a real estate market decline over the past four or five years, with average housing prices falling about 30%. This is a very negative wealth effect, and this impact continues.</p>\n<p>David Sacks: Does China fear AGI? I'm talking about fear of superintelligence getting out of control. Is this a widespread fear, or just an American concern?</p>\n<p>Tsai: Government insiders don't talk much about this because they believe they can control AGI better, perhaps better than America. But there are indeed some lingering concerns. I just heard Google DeepMind founder and CEO Demis Hassabis speak, his prediction for AGI is 5 to 10 years. I think AGI might take another 20 years. The key is the word \"general.\" AI must be able to generalize and apply principles to scenarios it has never seen before.</p>\n<p>**06. Teams are Both Business and Social Institutions, NBA is Essentially a Product**</p>\n<p>Host: You own the Brooklyn Nets (NBA team) and New York Liberty (WNBA team). Operating teams must not be easy either?</p>\n<p>Tsai: Yes, not easy at all. Any professional team is both a business and a social institution - we need to keep fans happy. There are some church and state elements in this, no different from running a news organization.</p>\n<p>Host: Can we start by talking about the WNBA? Recently Caitlin Clark's season ended, causing a lot of controversy and attention. What did the WNBA do right? What did it do wrong? Did the league fulfill its responsibility to protect this star player?</p>\n<p>Tsai: Caitlin Clark undoubtedly had a huge impact on the WNBA. All metrics are rising. In her first season entering the league from college, we saw viewership, ticket sales, sponsorship revenue - almost all metrics quadrupled. Her economic impact on the league is extraordinary.</p>\n<p>Host: Indeed undeniable.</p>\n<p>Tsai: But because of her characteristics, she's a different kind of player - a point guard, relatively small, and there were questions about whether she could adapt to the league's physical confrontation, but she proved she could. Of course, there's always competition, like her rivalry with Angel Reese that started in college. Some people portray it as racial confrontation, but I think we should move beyond that and focus on the players' skills and talents themselves.</p>\n<p>Now there are more and more excellent college players in the league, like Sonia Citron, who's now a hot candidate for Rookie of the Year and broke the league's three-point shooting percentage record. If you ask what the WNBA did right, I think it was really the confluence of timing, geography, and people. But what really changed was that before the season Caitlin Clark appeared, the fan base watching ESPN basically didn't watch women's basketball. Maybe some people followed college games, but definitely not the WNBA. But now, mainstream sports fans like you all are watching the WNBA.</p>\n<p>Host: I have an observation about this. You and I are both old-school basketball fans who watched games in the '80s and '90s, watched Patrick Ewing and Charles Barkley. Currently, the WNBA has more intense physical confrontation, they're tougher. Every time LeBron jumps and gets fouled, he flops around. So maybe you can comment on LeBron, or the NBA as a \"product.\"</p>\n<p>Tsai: The NBA product is great. I think comparing the physical confrontation intensity between men's and women's leagues is unfair. Both are very physical. If you sit courtside, what you see is physical confrontation and athleticism, right? But games have other dimensions. I now serve on the NBA's \"competition committee.\" Each season, the committee makes rule adjustments to make the NBA product better. When I got the call, I thought, you want me to sit on a committee with Jason Kidd, Chris Paul, Coach K? Can my understanding of basketball really be deeper than theirs? I told NBA Commissioner Adam Silver this committee should be called the \"product committee\" because rule adjustments essentially determine the game \"product\" audiences see. For example, changing three-point line position isn't just a game rule issue, it's more a \"product design\" issue.</p>\n<p>Host: When you see the Boston Celtics make 43 three-pointers in a game, do you think that's a good product?</p>\n<p>Tsai: I think it's a great product because there are 18 different ways to make 43 three-pointers in a game.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba's Joe Tsai Debates White House \"AI Czar\": China Makes Significant Progress in AI Applications, AI is Not Winner-Takes-All</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\">\nAlibaba's Joe Tsai Debates White House \"AI Czar\": China Makes Significant Progress in AI Applications, AI is Not Winner-Takes-All\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-10-09 19:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>On October 9, at the All-In 2025 Summit, Alibaba Group co-founder and Chairman Joe Tsai shared his latest insights on US-China tech competition, Alibaba's strategic transformation, and AGI among other hot topics. Tsai stated bluntly: \"AI is not a winner-takes-all field. True victory lies not in developing the most powerful AI models, but in achieving faster technological implementation and applications.\"</p>\n<p>Tsai engaged in a debate with David Sacks, dubbed the \"White House AI Czar\" and head of White House AI and cryptocurrency affairs. Sacks emphasized that the US must maintain leadership in AI and chip technologies. However, Tsai argued: \"The US should invest more resources in technology applications and popularization, rather than focusing solely on technology R&D.\"</p>\n<p>Tsai added that China actively embraces open-source principles, and many companies have launched models with moderate parameter scales, a development model more conducive to rapid technology adoption. While he did not assert that China has taken the lead in the model technology race, he stated that \"China has indeed made significant progress in practical applications.\" He concluded that AI is becoming a ubiquitous fundamental element like air, and no country would claim exclusive ownership of air.</p>\n<p>Regarding Alibaba, Tsai mentioned joining due to Jack Ma's leadership, deeply attracted by Ma's clear vision and ability to identify talent. Throughout Alibaba's 26-year development journey, Tsai witnessed Chinese companies transition from a \"free expansion period\" to a \"new normal,\" believing that today's regulatory environment is more predictable and stable.</p>\n<p>Alibaba has undergone internal transformation in recent years. Tsai revealed that after returning as board chairman, the first thing he did was tell everyone that promoting Alibaba's involvement in six different businesses to the outside world was \"too confusing.\" Tsai focused Alibaba's strategy on two core areas: e-commerce and cloud computing, deeply integrating AI into all business segments, with this focus being key to managing the company well. Currently, approximately 30% of Alibaba's code is generated by AI.</p>\n<p>Regarding AI's future, Tsai specifically mentioned Google DeepMind founder and CEO Demis Hassabis's prediction that AGI might be achieved within 5 to 10 years, but Tsai personally believes AGI still needs about 20 years to truly arrive.</p>\n<p>Beyond Alibaba, Tsai has another identity: he owns NBA team Brooklyn Nets and WNBA team New York Liberty. In the interview, he also shared business insights from operating teams and perspectives on the sports industry.</p>\n<p>Recently, the 2025 NBA China Games will be held in Macau, marking the event's restart after a 6-year hiatus. The participating teams are the Phoenix Suns and Brooklyn Nets, with the latter being Tsai's NBA team, while Alibaba Cloud also sponsors the event. On October 9, NBA China and Alibaba Group announced a multi-year partnership between NBA China and Alibaba Cloud.</p>\n<p>The All-In 2025 Summit was held from September 8-10 in the US, initiated by the well-known Silicon Valley podcast All-In. This year's summit also featured notable tech industry leaders including Elon Musk and Demis Hassabis.</p>\n<p>The following is a transcript of Tsai's interview at the All-In Summit (with team-related Q&A moved to the end):</p>\n<p>**01. Alibaba Founded 26 Years Ago, Regulatory Environment Has Entered New Normal**</p>\n<p>Host: Let's talk about Alibaba. This has been an incredible journey, with Jack Ma's story documented in books, but can you take us back to your mindset then? How did you get involved, what were you thinking, and how much risk did you take?</p>\n<p>Tsai: I was fascinated by Jack Ma's personality. People see Ma's public side, which is very charismatic. But what I saw was his ability to instill belief in people. When I walked into his apartment, there were about 12 to 15 recent college graduates, and Ma was like a teacher 10 years older than them. He was good at communication and could paint a very clear vision. That's what I truly identified with and joined for. His leadership ability was amazing.</p>\n<p>Ma himself came from a teaching background, was educated as such, and taught English at Zhejiang University. Teachers are natural leaders to some extent. Teachers must first be good communicators, and secondly, they must be able to identify talent. I think many teachers enjoy making judgments like \"this child will be very successful in the future,\" writing recommendation letters for them, doing various things. And teachers are humble enough; they are willing, even happy to see their students more successful than themselves. In the process of starting a company, you need to be able to accommodate all kinds of people who are smarter than you. This is very important.</p>\n<p>Host: There was a phase, I think around the early 2010s, when China felt like a highly free capitalist environment, with a Cambrian explosion of excellent entrepreneurs emerging, including you, Jack Ma, Pony Ma, and others. Later, things changed somewhat. Can you outline this process of change for us? I believe these changes profoundly affected foreign direct investment entering China's ecosystem. Please tell us about this journey you personally experienced, participated in, and observed.</p>\n<p>Tsai: Alibaba has been established for 26 years. I think the first 15 years were completely free market growth, where we organically built many businesses. Then we entered a phase of extreme competition. Everyone wanted to do e-commerce because if you have online traffic, e-commerce is the best way to monetize that traffic. In today's market, we have five or six very strong competitors, including ByteDance, TikTok's parent company. They're also doing e-commerce. They're not known for e-commerce, but they're one of our fiercest competitors.</p>\n<p>We went through a period of extreme competition, then the government felt the industry was somewhat off track. Competition was too intense, and some platforms showed monopolistic behavior. So more regulatory measures were introduced, some of which were actually very good, such as privacy protection and anti-monopoly measures. Now we've entered a new normal where the regulatory environment is more predictable. We know where the red lines are, what should and shouldn't be done. Actually, due to this predictability, it has created a better business environment.</p>\n<p>**02. China is a Peaceful Country, Emphasis on Education Worth Learning from by America**</p>\n<p>Host: On the geopolitical level, the US seems to constantly indoctrinate Americans to view China as an existential threat to America, that we are competitors, that we cannot cooperate and jointly lead the world toward prosperity. What's your view?</p>\n<p>Tsai: I disagree with that worldview.</p>\n<p>Host: I don't believe it either. I don't know why our only tone of dialogue has to be that we are mortal enemies.</p>\n<p>Tsai: I think I can understand why America has such thoughts. China has risen rapidly over the past 20-25 years, manufacturing has become strong, becoming an export powerhouse. Due to economic development, China has also become a tech power. America's fear is that economic strength and technological strength will translate into military strength, making it a national security issue. I understand this.</p>\n<p>But I think China and the US are the world's two largest economies. I think you need to step back and think about the problem. On one hand, you should compete with China. Hyperscale companies compete globally with Chinese internet companies. But on the other hand, there are so many conflict zones in the world. Didn't President Trump say he himself prevented seven wars? China didn't start any of them. How many years has China not started a war? I feel it's been 30-40 years. I think China participated in the Korean War, maybe the Vietnam War, but that's ancient history.</p>\n<p>If you observe the Chinese people and China's behavior, it's a very peaceful country. China cares about its own economic development and the welfare of its citizens. I think there's a lot of friction in the US-China competition process, with China feeling that America is trying to contain China and prevent China's economic rise.</p>\n<p>Host: Speaking of citizen welfare, you mentioned ByteDance. I think there are reports that ByteDance's revenue just exceeded Meta's revenue. ByteDance's core product TikTok is fundamentally different in America and China. Due to regulation and concern for citizen welfare, China's Douyin has strict regulations on content, screening, and algorithms. In America, TikTok is full of cat videos and all kinds of meaningless content, although I now notice TikTok has added a STEM section. China has that mindset and willingness to think about its citizens. I'm just curious, how should we Americans embrace more of that principle? Because this is often overlooked in the US-China confrontational atmosphere. What should we do more of that China is doing?</p>\n<p>Tsai: Education. China has a highly educated population. Talk to any Chinese parent, and they want their children to take the gaokao and enter the best universities. If they want to send their children abroad to study, their targets are Ivy League schools or Stanford. Chinese people place great emphasis on education. I think America has some structural problems, like teacher union obstacles. But China doesn't have teacher unions.</p>\n<p>**03. AI Field is Not Winner-Takes-All, US-China Still Has Broad Cooperation Space**</p>\n<p>Host: David, I'm curious how you view this issue. Are we destined to forever be in conflict with China? Or under our remarkable, dynamic President Trump's leadership, is there another path forward?</p>\n<p>David Sacks: America and China are in high-tech competition, also competing in security and economic fields. The reason is that China has become wealthy and powerful, and America doesn't tolerate peer competitors. America wants to be the strongest country. Power balance is somewhat a zero-sum game. Economics isn't, but power is. America's history is that we want to be first, we don't like having pure competitors. That's the bottom line. This is for good reason. Countries are essentially in anarchy with each other, meaning there's no higher authority above nations. If you encounter trouble in the global system, you can't dial 911. Countries place survival above all considerations, and the way to survive in the international system is to become powerful. Countries measure your power by the gap between you and the next most powerful country. 20 years ago, China wasn't seen as a threat because it wasn't wealthy and powerful, but now it is.</p>\n<p>I think this has led to a more hawkish atmosphere in Washington. I agree with parts of their view because I think it's very important for America to win the AI race. We don't want China to dominate AI or the chip field. As Americans, we want America to be the strongest country. If I were Chinese, I would want China to be the strongest country. I have no personal grudge or malice about this. But I want America to be the strongest country, and in my little field, this means winning the AI race.</p>\n<p>Tsai: May I respond?</p>\n<p>Host: Of course. Please go ahead.</p>\n<p>Tsai: I understand your feelings as a patriot wanting America to win. But regarding the AI field, I don't think there's such a thing as winning the race. It's more like a long marathon. Observing the development trends of model companies, you'll find new models leading every week, but the next week they're overtaken by other models. On the other hand, the entire AI industry hasn't yet formed a clear business model. The e-commerce business we're in has network effects market models, but I'm skeptical whether the model development field also has this winner-takes-all characteristic. I think AI is not a winner-takes-all field.</p>\n<p>In my view, true victory lies not in developing the most powerful AI models, but in achieving faster technological implementation and applications. America should invest more resources in technology applications and popularization, rather than focusing solely on technology R&D. Currently, each tech giant invests about $80 billion annually in R&D, which is a huge investment.</p>\n<p>Looking at China's development path: First, China actively embraces open-source principles; second, many companies including ours have launched models with moderate parameter scales - such as 1.7 billion and 8 billion parameter models, which are more suitable for mobile devices and laptops. This development model is more conducive to rapid technology adoption.</p>\n<p>I should clarify that I'm not asserting China has taken the lead in the model technology race, but China has indeed made significant progress in practical applications. A survey last year showed only 8% of Chinese companies applied AI technology in their business; now this proportion is approaching 50%. The speed of this application adoption is remarkable.</p>\n<p>AI is becoming a ubiquitous fundamental element like air, and no country would claim exclusive ownership of air. In critical fields like healthcare and biology, AI holds enormous potential, providing broad space for cooperation between the two countries.</p>\n<p>**04. After Returning to Alibaba, the Key is Focus**</p>\n<p>Host: Whether self-developing or adopting existing models, the most critical question is: what is AI's actual impact on business operations? How will this change hiring scale? At what levels will it have impact? What changes will it bring to efficiency and work nature? What are the specific AI application scenarios within Alibaba?</p>\n<p>Tsai: AI has indeed significantly improved our operational efficiency, correspondingly reducing manpower needs. We're trying to use AI to write quarterly financial reports, even considering using AI in analyst meetings, observing whether people can tell the difference, then we'll just lay off the entire finance department (laughs). But AI's greatest value lies in empowering consumer-side applications. We deeply integrate AI into e-commerce, maps, food delivery and other businesses, expanding user scale by improving user experience, with this impact ultimately reflected in revenue growth.</p>\n<p>Host: As more and more work is done by AI, won't demand for labor naturally decline?</p>\n<p>Tsai: We haven't announced any layoffs because of AI yet, but I keep asking our engineering department heads how much code is now written by AI. I get different answers depending on which department you ask, but I think it's probably reached 30% now.</p>\n<p>Host: Already that high?</p>\n<p>Tsai: Yes, I did a weighted average across different departments, roughly that figure.</p>\n<p>Host: Alibaba is a huge enterprise with business spanning many countries globally. How does Alibaba build corporate culture, and how do you manage massive numbers of employees, diverse needs, and various issues? How do you handle this?</p>\n<p>Tsai: Focus. Before taking over as chairman, I was actually gradually stepping back from company operations, focusing on the Brooklyn Nets. About a year and a half ago, I returned as company chairman. The first thing I did was tell everyone we can't keep saying our company is involved in six different businesses - it's too confusing. We only do two businesses: e-commerce and cloud computing, both containing AI elements, these two are our core businesses. This focus allows our team to concentrate and execute company decisions.</p>\n<p>Host: Finally, can you briefly predict the team's performance this new season?</p>\n<p>Tsai: Are you referring to the entire league, or specifically the Nets?</p>\n<p>Host: Let's talk about the Nets.</p>\n<p>Tsai: We're in a rebuilding cycle. This summer we fully utilized five first-round draft picks while retaining important draft assets for 2026. This layout already indicates our strategic direction - we'll focus on developing young players, giving them ample growth space. While this means we need to go through a growth process, this is our clear development path at this stage.</p>\n<p>**05. AGI Still Needs 20 Years to Arrive, China Doesn't Fear Superintelligence Getting Out of Control**</p>\n<p>Host: I want to follow up with a question. We just talked in the previous panel discussion that China seems to have a somewhat different view of autonomous driving technology. China is both testing autonomous driving technology but also wants to ensure related technology won't cause widespread unemployment. What exactly is China's view on autonomous driving? Tens of millions of workers make a living driving - what are their views on this? I understand some drivers in Wuhan have expressed dissatisfaction. How do the Chinese government and Chinese people view this incredible transformation of autonomous driving and its impact on employment?</p>\n<p>Tsai: I think the government fully embraces it. The Chinese government introduced the \"AI+\" policy a few weeks ago - by 2030, five years from now, they want to see 90% adoption of AI agents, devices, etc. in society. This is an official public government statement - full commitment. There really isn't much discussion about AI replacing human jobs. But overall, Chinese people have employment anxiety. China has about 10 million university graduates annually. China's youth unemployment rate, that is, the unemployment rate for the 16-24 age population, including graduate students, is 18%. Actually quite high, and Chinese people have a lot of anxiety about this.</p>\n<p>Part of the reason is economic. Although China's overall economic situation is quite good in terms of infrastructure, energy access, etc., there's currently a kind of low mood because China has experienced a real estate market decline over the past four or five years, with average housing prices falling about 30%. This is a very negative wealth effect, and this impact continues.</p>\n<p>David Sacks: Does China fear AGI? I'm talking about fear of superintelligence getting out of control. Is this a widespread fear, or just an American concern?</p>\n<p>Tsai: Government insiders don't talk much about this because they believe they can control AGI better, perhaps better than America. But there are indeed some lingering concerns. I just heard Google DeepMind founder and CEO Demis Hassabis speak, his prediction for AGI is 5 to 10 years. I think AGI might take another 20 years. The key is the word \"general.\" AI must be able to generalize and apply principles to scenarios it has never seen before.</p>\n<p>**06. Teams are Both Business and Social Institutions, NBA is Essentially a Product**</p>\n<p>Host: You own the Brooklyn Nets (NBA team) and New York Liberty (WNBA team). Operating teams must not be easy either?</p>\n<p>Tsai: Yes, not easy at all. Any professional team is both a business and a social institution - we need to keep fans happy. There are some church and state elements in this, no different from running a news organization.</p>\n<p>Host: Can we start by talking about the WNBA? Recently Caitlin Clark's season ended, causing a lot of controversy and attention. What did the WNBA do right? What did it do wrong? Did the league fulfill its responsibility to protect this star player?</p>\n<p>Tsai: Caitlin Clark undoubtedly had a huge impact on the WNBA. All metrics are rising. In her first season entering the league from college, we saw viewership, ticket sales, sponsorship revenue - almost all metrics quadrupled. Her economic impact on the league is extraordinary.</p>\n<p>Host: Indeed undeniable.</p>\n<p>Tsai: But because of her characteristics, she's a different kind of player - a point guard, relatively small, and there were questions about whether she could adapt to the league's physical confrontation, but she proved she could. Of course, there's always competition, like her rivalry with Angel Reese that started in college. Some people portray it as racial confrontation, but I think we should move beyond that and focus on the players' skills and talents themselves.</p>\n<p>Now there are more and more excellent college players in the league, like Sonia Citron, who's now a hot candidate for Rookie of the Year and broke the league's three-point shooting percentage record. If you ask what the WNBA did right, I think it was really the confluence of timing, geography, and people. But what really changed was that before the season Caitlin Clark appeared, the fan base watching ESPN basically didn't watch women's basketball. Maybe some people followed college games, but definitely not the WNBA. But now, mainstream sports fans like you all are watching the WNBA.</p>\n<p>Host: I have an observation about this. You and I are both old-school basketball fans who watched games in the '80s and '90s, watched Patrick Ewing and Charles Barkley. Currently, the WNBA has more intense physical confrontation, they're tougher. Every time LeBron jumps and gets fouled, he flops around. So maybe you can comment on LeBron, or the NBA as a \"product.\"</p>\n<p>Tsai: The NBA product is great. I think comparing the physical confrontation intensity between men's and women's leagues is unfair. Both are very physical. If you sit courtside, what you see is physical confrontation and athleticism, right? But games have other dimensions. I now serve on the NBA's \"competition committee.\" Each season, the committee makes rule adjustments to make the NBA product better. When I got the call, I thought, you want me to sit on a committee with Jason Kidd, Chris Paul, Coach K? Can my understanding of basketball really be deeper than theirs? I told NBA Commissioner Adam Silver this committee should be called the \"product committee\" because rule adjustments essentially determine the game \"product\" audiences see. For example, changing three-point line position isn't just a game rule issue, it's more a \"product design\" issue.</p>\n<p>Host: When you see the Boston Celtics make 43 three-pointers in a game, do you think that's a good product?</p>\n<p>Tsai: I think it's a great product because there are 18 different ways to make 43 three-pointers in a game.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","LU0607220059.USD":"SCHRODER ISF HONG KONG EQUITY \"A\" (USD) ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU2293587155.HKD":"ALLIANZ ORIENTAL INCOME \"AT\" (HKD) ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","LU0608807946.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" Q (USD) INC","LU0072913022.USD":"UBS (LUX) EQUITY FUND - 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Tsai stated bluntly: \"AI is not a winner-takes-all field. True victory lies not in developing the most powerful AI models, but in achieving faster technological implementation and applications.\"\nTsai engaged in a debate with David Sacks, dubbed the \"White House AI Czar\" and head of White House AI and cryptocurrency affairs. Sacks emphasized that the US must maintain leadership in AI and chip technologies. However, Tsai argued: \"The US should invest more resources in technology applications and popularization, rather than focusing solely on technology R&D.\"\nTsai added that China actively embraces open-source principles, and many companies have launched models with moderate parameter scales, a development model more conducive to rapid technology adoption. While he did not assert that China has taken the lead in the model technology race, he stated that \"China has indeed made significant progress in practical applications.\" He concluded that AI is becoming a ubiquitous fundamental element like air, and no country would claim exclusive ownership of air.\nRegarding Alibaba, Tsai mentioned joining due to Jack Ma's leadership, deeply attracted by Ma's clear vision and ability to identify talent. Throughout Alibaba's 26-year development journey, Tsai witnessed Chinese companies transition from a \"free expansion period\" to a \"new normal,\" believing that today's regulatory environment is more predictable and stable.\nAlibaba has undergone internal transformation in recent years. Tsai revealed that after returning as board chairman, the first thing he did was tell everyone that promoting Alibaba's involvement in six different businesses to the outside world was \"too confusing.\" Tsai focused Alibaba's strategy on two core areas: e-commerce and cloud computing, deeply integrating AI into all business segments, with this focus being key to managing the company well. Currently, approximately 30% of Alibaba's code is generated by AI.\nRegarding AI's future, Tsai specifically mentioned Google DeepMind founder and CEO Demis Hassabis's prediction that AGI might be achieved within 5 to 10 years, but Tsai personally believes AGI still needs about 20 years to truly arrive.\nBeyond Alibaba, Tsai has another identity: he owns NBA team Brooklyn Nets and WNBA team New York Liberty. In the interview, he also shared business insights from operating teams and perspectives on the sports industry.\nRecently, the 2025 NBA China Games will be held in Macau, marking the event's restart after a 6-year hiatus. The participating teams are the Phoenix Suns and Brooklyn Nets, with the latter being Tsai's NBA team, while Alibaba Cloud also sponsors the event. On October 9, NBA China and Alibaba Group announced a multi-year partnership between NBA China and Alibaba Cloud.\nThe All-In 2025 Summit was held from September 8-10 in the US, initiated by the well-known Silicon Valley podcast All-In. This year's summit also featured notable tech industry leaders including Elon Musk and Demis Hassabis.\nThe following is a transcript of Tsai's interview at the All-In Summit (with team-related Q&A moved to the end):\n**01. Alibaba Founded 26 Years Ago, Regulatory Environment Has Entered New Normal**\nHost: Let's talk about Alibaba. This has been an incredible journey, with Jack Ma's story documented in books, but can you take us back to your mindset then? How did you get involved, what were you thinking, and how much risk did you take?\nTsai: I was fascinated by Jack Ma's personality. People see Ma's public side, which is very charismatic. But what I saw was his ability to instill belief in people. When I walked into his apartment, there were about 12 to 15 recent college graduates, and Ma was like a teacher 10 years older than them. He was good at communication and could paint a very clear vision. That's what I truly identified with and joined for. His leadership ability was amazing.\nMa himself came from a teaching background, was educated as such, and taught English at Zhejiang University. Teachers are natural leaders to some extent. Teachers must first be good communicators, and secondly, they must be able to identify talent. I think many teachers enjoy making judgments like \"this child will be very successful in the future,\" writing recommendation letters for them, doing various things. And teachers are humble enough; they are willing, even happy to see their students more successful than themselves. In the process of starting a company, you need to be able to accommodate all kinds of people who are smarter than you. This is very important.\nHost: There was a phase, I think around the early 2010s, when China felt like a highly free capitalist environment, with a Cambrian explosion of excellent entrepreneurs emerging, including you, Jack Ma, Pony Ma, and others. Later, things changed somewhat. Can you outline this process of change for us? I believe these changes profoundly affected foreign direct investment entering China's ecosystem. Please tell us about this journey you personally experienced, participated in, and observed.\nTsai: Alibaba has been established for 26 years. I think the first 15 years were completely free market growth, where we organically built many businesses. Then we entered a phase of extreme competition. Everyone wanted to do e-commerce because if you have online traffic, e-commerce is the best way to monetize that traffic. In today's market, we have five or six very strong competitors, including ByteDance, TikTok's parent company. They're also doing e-commerce. They're not known for e-commerce, but they're one of our fiercest competitors.\nWe went through a period of extreme competition, then the government felt the industry was somewhat off track. Competition was too intense, and some platforms showed monopolistic behavior. So more regulatory measures were introduced, some of which were actually very good, such as privacy protection and anti-monopoly measures. Now we've entered a new normal where the regulatory environment is more predictable. We know where the red lines are, what should and shouldn't be done. Actually, due to this predictability, it has created a better business environment.\n**02. China is a Peaceful Country, Emphasis on Education Worth Learning from by America**\nHost: On the geopolitical level, the US seems to constantly indoctrinate Americans to view China as an existential threat to America, that we are competitors, that we cannot cooperate and jointly lead the world toward prosperity. What's your view?\nTsai: I disagree with that worldview.\nHost: I don't believe it either. I don't know why our only tone of dialogue has to be that we are mortal enemies.\nTsai: I think I can understand why America has such thoughts. China has risen rapidly over the past 20-25 years, manufacturing has become strong, becoming an export powerhouse. Due to economic development, China has also become a tech power. America's fear is that economic strength and technological strength will translate into military strength, making it a national security issue. I understand this.\nBut I think China and the US are the world's two largest economies. I think you need to step back and think about the problem. On one hand, you should compete with China. Hyperscale companies compete globally with Chinese internet companies. But on the other hand, there are so many conflict zones in the world. Didn't President Trump say he himself prevented seven wars? China didn't start any of them. How many years has China not started a war? I feel it's been 30-40 years. I think China participated in the Korean War, maybe the Vietnam War, but that's ancient history.\nIf you observe the Chinese people and China's behavior, it's a very peaceful country. China cares about its own economic development and the welfare of its citizens. I think there's a lot of friction in the US-China competition process, with China feeling that America is trying to contain China and prevent China's economic rise.\nHost: Speaking of citizen welfare, you mentioned ByteDance. I think there are reports that ByteDance's revenue just exceeded Meta's revenue. ByteDance's core product TikTok is fundamentally different in America and China. Due to regulation and concern for citizen welfare, China's Douyin has strict regulations on content, screening, and algorithms. In America, TikTok is full of cat videos and all kinds of meaningless content, although I now notice TikTok has added a STEM section. China has that mindset and willingness to think about its citizens. I'm just curious, how should we Americans embrace more of that principle? Because this is often overlooked in the US-China confrontational atmosphere. What should we do more of that China is doing?\nTsai: Education. China has a highly educated population. Talk to any Chinese parent, and they want their children to take the gaokao and enter the best universities. If they want to send their children abroad to study, their targets are Ivy League schools or Stanford. Chinese people place great emphasis on education. I think America has some structural problems, like teacher union obstacles. But China doesn't have teacher unions.\n**03. AI Field is Not Winner-Takes-All, US-China Still Has Broad Cooperation Space**\nHost: David, I'm curious how you view this issue. Are we destined to forever be in conflict with China? Or under our remarkable, dynamic President Trump's leadership, is there another path forward?\nDavid Sacks: America and China are in high-tech competition, also competing in security and economic fields. The reason is that China has become wealthy and powerful, and America doesn't tolerate peer competitors. America wants to be the strongest country. Power balance is somewhat a zero-sum game. Economics isn't, but power is. America's history is that we want to be first, we don't like having pure competitors. That's the bottom line. This is for good reason. Countries are essentially in anarchy with each other, meaning there's no higher authority above nations. If you encounter trouble in the global system, you can't dial 911. Countries place survival above all considerations, and the way to survive in the international system is to become powerful. Countries measure your power by the gap between you and the next most powerful country. 20 years ago, China wasn't seen as a threat because it wasn't wealthy and powerful, but now it is.\nI think this has led to a more hawkish atmosphere in Washington. I agree with parts of their view because I think it's very important for America to win the AI race. We don't want China to dominate AI or the chip field. As Americans, we want America to be the strongest country. If I were Chinese, I would want China to be the strongest country. I have no personal grudge or malice about this. But I want America to be the strongest country, and in my little field, this means winning the AI race.\nTsai: May I respond?\nHost: Of course. Please go ahead.\nTsai: I understand your feelings as a patriot wanting America to win. But regarding the AI field, I don't think there's such a thing as winning the race. It's more like a long marathon. Observing the development trends of model companies, you'll find new models leading every week, but the next week they're overtaken by other models. On the other hand, the entire AI industry hasn't yet formed a clear business model. The e-commerce business we're in has network effects market models, but I'm skeptical whether the model development field also has this winner-takes-all characteristic. I think AI is not a winner-takes-all field.\nIn my view, true victory lies not in developing the most powerful AI models, but in achieving faster technological implementation and applications. America should invest more resources in technology applications and popularization, rather than focusing solely on technology R&D. Currently, each tech giant invests about $80 billion annually in R&D, which is a huge investment.\nLooking at China's development path: First, China actively embraces open-source principles; second, many companies including ours have launched models with moderate parameter scales - such as 1.7 billion and 8 billion parameter models, which are more suitable for mobile devices and laptops. This development model is more conducive to rapid technology adoption.\nI should clarify that I'm not asserting China has taken the lead in the model technology race, but China has indeed made significant progress in practical applications. A survey last year showed only 8% of Chinese companies applied AI technology in their business; now this proportion is approaching 50%. The speed of this application adoption is remarkable.\nAI is becoming a ubiquitous fundamental element like air, and no country would claim exclusive ownership of air. In critical fields like healthcare and biology, AI holds enormous potential, providing broad space for cooperation between the two countries.\n**04. After Returning to Alibaba, the Key is Focus**\nHost: Whether self-developing or adopting existing models, the most critical question is: what is AI's actual impact on business operations? How will this change hiring scale? At what levels will it have impact? What changes will it bring to efficiency and work nature? What are the specific AI application scenarios within Alibaba?\nTsai: AI has indeed significantly improved our operational efficiency, correspondingly reducing manpower needs. We're trying to use AI to write quarterly financial reports, even considering using AI in analyst meetings, observing whether people can tell the difference, then we'll just lay off the entire finance department (laughs). But AI's greatest value lies in empowering consumer-side applications. We deeply integrate AI into e-commerce, maps, food delivery and other businesses, expanding user scale by improving user experience, with this impact ultimately reflected in revenue growth.\nHost: As more and more work is done by AI, won't demand for labor naturally decline?\nTsai: We haven't announced any layoffs because of AI yet, but I keep asking our engineering department heads how much code is now written by AI. I get different answers depending on which department you ask, but I think it's probably reached 30% now.\nHost: Already that high?\nTsai: Yes, I did a weighted average across different departments, roughly that figure.\nHost: Alibaba is a huge enterprise with business spanning many countries globally. How does Alibaba build corporate culture, and how do you manage massive numbers of employees, diverse needs, and various issues? How do you handle this?\nTsai: Focus. Before taking over as chairman, I was actually gradually stepping back from company operations, focusing on the Brooklyn Nets. About a year and a half ago, I returned as company chairman. The first thing I did was tell everyone we can't keep saying our company is involved in six different businesses - it's too confusing. We only do two businesses: e-commerce and cloud computing, both containing AI elements, these two are our core businesses. This focus allows our team to concentrate and execute company decisions.\nHost: Finally, can you briefly predict the team's performance this new season?\nTsai: Are you referring to the entire league, or specifically the Nets?\nHost: Let's talk about the Nets.\nTsai: We're in a rebuilding cycle. This summer we fully utilized five first-round draft picks while retaining important draft assets for 2026. This layout already indicates our strategic direction - we'll focus on developing young players, giving them ample growth space. While this means we need to go through a growth process, this is our clear development path at this stage.\n**05. AGI Still Needs 20 Years to Arrive, China Doesn't Fear Superintelligence Getting Out of Control**\nHost: I want to follow up with a question. We just talked in the previous panel discussion that China seems to have a somewhat different view of autonomous driving technology. China is both testing autonomous driving technology but also wants to ensure related technology won't cause widespread unemployment. What exactly is China's view on autonomous driving? Tens of millions of workers make a living driving - what are their views on this? I understand some drivers in Wuhan have expressed dissatisfaction. How do the Chinese government and Chinese people view this incredible transformation of autonomous driving and its impact on employment?\nTsai: I think the government fully embraces it. The Chinese government introduced the \"AI+\" policy a few weeks ago - by 2030, five years from now, they want to see 90% adoption of AI agents, devices, etc. in society. This is an official public government statement - full commitment. There really isn't much discussion about AI replacing human jobs. But overall, Chinese people have employment anxiety. China has about 10 million university graduates annually. China's youth unemployment rate, that is, the unemployment rate for the 16-24 age population, including graduate students, is 18%. Actually quite high, and Chinese people have a lot of anxiety about this.\nPart of the reason is economic. Although China's overall economic situation is quite good in terms of infrastructure, energy access, etc., there's currently a kind of low mood because China has experienced a real estate market decline over the past four or five years, with average housing prices falling about 30%. This is a very negative wealth effect, and this impact continues.\nDavid Sacks: Does China fear AGI? I'm talking about fear of superintelligence getting out of control. Is this a widespread fear, or just an American concern?\nTsai: Government insiders don't talk much about this because they believe they can control AGI better, perhaps better than America. But there are indeed some lingering concerns. I just heard Google DeepMind founder and CEO Demis Hassabis speak, his prediction for AGI is 5 to 10 years. I think AGI might take another 20 years. The key is the word \"general.\" AI must be able to generalize and apply principles to scenarios it has never seen before.\n**06. Teams are Both Business and Social Institutions, NBA is Essentially a Product**\nHost: You own the Brooklyn Nets (NBA team) and New York Liberty (WNBA team). Operating teams must not be easy either?\nTsai: Yes, not easy at all. Any professional team is both a business and a social institution - we need to keep fans happy. There are some church and state elements in this, no different from running a news organization.\nHost: Can we start by talking about the WNBA? Recently Caitlin Clark's season ended, causing a lot of controversy and attention. What did the WNBA do right? What did it do wrong? Did the league fulfill its responsibility to protect this star player?\nTsai: Caitlin Clark undoubtedly had a huge impact on the WNBA. All metrics are rising. In her first season entering the league from college, we saw viewership, ticket sales, sponsorship revenue - almost all metrics quadrupled. Her economic impact on the league is extraordinary.\nHost: Indeed undeniable.\nTsai: But because of her characteristics, she's a different kind of player - a point guard, relatively small, and there were questions about whether she could adapt to the league's physical confrontation, but she proved she could. Of course, there's always competition, like her rivalry with Angel Reese that started in college. Some people portray it as racial confrontation, but I think we should move beyond that and focus on the players' skills and talents themselves.\nNow there are more and more excellent college players in the league, like Sonia Citron, who's now a hot candidate for Rookie of the Year and broke the league's three-point shooting percentage record. If you ask what the WNBA did right, I think it was really the confluence of timing, geography, and people. But what really changed was that before the season Caitlin Clark appeared, the fan base watching ESPN basically didn't watch women's basketball. Maybe some people followed college games, but definitely not the WNBA. But now, mainstream sports fans like you all are watching the WNBA.\nHost: I have an observation about this. You and I are both old-school basketball fans who watched games in the '80s and '90s, watched Patrick Ewing and Charles Barkley. Currently, the WNBA has more intense physical confrontation, they're tougher. Every time LeBron jumps and gets fouled, he flops around. So maybe you can comment on LeBron, or the NBA as a \"product.\"\nTsai: The NBA product is great. I think comparing the physical confrontation intensity between men's and women's leagues is unfair. Both are very physical. If you sit courtside, what you see is physical confrontation and athleticism, right? But games have other dimensions. I now serve on the NBA's \"competition committee.\" Each season, the committee makes rule adjustments to make the NBA product better. When I got the call, I thought, you want me to sit on a committee with Jason Kidd, Chris Paul, Coach K? Can my understanding of basketball really be deeper than theirs? I told NBA Commissioner Adam Silver this committee should be called the \"product committee\" because rule adjustments essentially determine the game \"product\" audiences see. For example, changing three-point line position isn't just a game rule issue, it's more a \"product design\" issue.\nHost: When you see the Boston Celtics make 43 three-pointers in a game, do you think that's a good product?\nTsai: I think it's a great product because there are 18 different ways to make 43 three-pointers in a game.","news_type":1,"symbols_score_info":{"89988":1,"09988":1,"BABA":1,"ALBmain":1,"HBBD.SI":1}},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484367296455112,"gmtCreate":1759284191385,"gmtModify":1759284195170,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/484367296455112","repostId":"1129421508","repostType":2,"repost":{"id":"1129421508","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":1759278332,"share":"https://ttm.financial/m/news/1129421508?lang=en_US&edition=fundamental","pubTime":"2025-10-01 08:25","market":"us","language":"en","title":"24H｜Lithium Americas Soars 33%; AST SpaceMobile Jumps 9%; Nike up 4%; Firefly Aerospace Rebounds 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1129421508","media":"Tiger Newspress","summary":"$Lithium Americas Corp.(LAC)$  rose 33% in overnight trading after the U.S. Department of Energy will take a 5% stake in Lithium Americas and a separate 5% stake in the company's Thacker Pass lithium...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/LAC\">Lithium Americas Corp.</a>  rose 33% in overnight trading after the U.S. Department of Energy will take a 5% stake in Lithium Americas and a separate 5% stake in the company&#39;s Thacker Pass lithium mine joint venture with General Motors, a source familiar with negotiations said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fae76b6ba10ddf2440c77b1ed6c4642b\" tg-width=\"357\" tg-height=\"131\"/></p><p> <a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile, Inc.</a> rose 9% in overnight trading. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/79d4b5d2fd842e0a4e27e75b20d8091f\" tg-width=\"358\" tg-height=\"121\"/></p><p>In a message on X, AST SpaceMobile (ASTS) states: “BlueBird 6 has completed final assembly and testing and is ready for flight! On October 12, it will head to India aboard an Antonov large cargo plane. We are officially kicking off our next-gen launch campaign: BlueBird 7 is expected to ship to the Cape Canaveral launch site in October, BlueBirds 8-16 are in various stages of production, with launches planned every 1-2 months on average during 2025 and 2026, On track to complete 40 phased arrays by early 2026, bringing us to BlueBird 46, Expecting 45-60 satellites in orbit by year-end 2026.”</p><p><a href=\"https://laohu8.com/S/NKE\">Nike</a> rose 4% in overnight trading after the company on Tuesday reported a surprise rise in first-quarter revenue and beat profit expectations as the storied sportswear brand&#39;s turnaround effort gained traction despite weakness in China and tariffs pressuring margins.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fce19a27e315a3409116f84896f4ad7f\" tg-width=\"355\" tg-height=\"123\"/></p><p> <a href=\"https://laohu8.com/S/FLY\">Firefly Aerospace Inc.</a> rebounded 2% in overnight trading following a 21% drop in the prior session.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/34e26d34283a6646da0926ffff9752c3\" tg-width=\"357\" tg-height=\"121\"/></p><p></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>24H｜Lithium Americas Soars 33%; AST SpaceMobile Jumps 9%; Nike up 4%; Firefly Aerospace Rebounds 2%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n24H｜Lithium Americas Soars 33%; AST SpaceMobile Jumps 9%; Nike up 4%; Firefly Aerospace Rebounds 2%\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\">2025-10-01 08:25</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/LAC\">Lithium Americas Corp.</a>  rose 33% in overnight trading after the U.S. Department of Energy will take a 5% stake in Lithium Americas and a separate 5% stake in the company&#39;s Thacker Pass lithium mine joint venture with General Motors, a source familiar with negotiations said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fae76b6ba10ddf2440c77b1ed6c4642b\" tg-width=\"357\" tg-height=\"131\"/></p><p> <a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile, Inc.</a> rose 9% in overnight trading. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/79d4b5d2fd842e0a4e27e75b20d8091f\" tg-width=\"358\" tg-height=\"121\"/></p><p>In a message on X, AST SpaceMobile (ASTS) states: “BlueBird 6 has completed final assembly and testing and is ready for flight! On October 12, it will head to India aboard an Antonov large cargo plane. We are officially kicking off our next-gen launch campaign: BlueBird 7 is expected to ship to the Cape Canaveral launch site in October, BlueBirds 8-16 are in various stages of production, with launches planned every 1-2 months on average during 2025 and 2026, On track to complete 40 phased arrays by early 2026, bringing us to BlueBird 46, Expecting 45-60 satellites in orbit by year-end 2026.”</p><p><a href=\"https://laohu8.com/S/NKE\">Nike</a> rose 4% in overnight trading after the company on Tuesday reported a surprise rise in first-quarter revenue and beat profit expectations as the storied sportswear brand&#39;s turnaround effort gained traction despite weakness in China and tariffs pressuring margins.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fce19a27e315a3409116f84896f4ad7f\" tg-width=\"355\" tg-height=\"123\"/></p><p> <a href=\"https://laohu8.com/S/FLY\">Firefly Aerospace Inc.</a> rebounded 2% in overnight trading following a 21% drop in the prior session.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/34e26d34283a6646da0926ffff9752c3\" tg-width=\"357\" tg-height=\"121\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASTS":"AST SpaceMobile, Inc.","FLY":"Firefly Aerospace Inc.","LAC":"Lithium Americas Corp.","NKE":"耐克"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129421508","content_text":"Lithium Americas Corp.  rose 33% in overnight trading after the U.S. Department of Energy will take a 5% stake in Lithium Americas and a separate 5% stake in the company's Thacker Pass lithium mine joint venture with General Motors, a source familiar with negotiations said. AST SpaceMobile, Inc. rose 9% in overnight trading. In a message on X, AST SpaceMobile (ASTS) states: “BlueBird 6 has completed final assembly and testing and is ready for flight! On October 12, it will head to India aboard an Antonov large cargo plane. We are officially kicking off our next-gen launch campaign: BlueBird 7 is expected to ship to the Cape Canaveral launch site in October, BlueBirds 8-16 are in various stages of production, with launches planned every 1-2 months on average during 2025 and 2026, On track to complete 40 phased arrays by early 2026, bringing us to BlueBird 46, Expecting 45-60 satellites in orbit by year-end 2026.”Nike rose 4% in overnight trading after the company on Tuesday reported a surprise rise in first-quarter revenue and beat profit expectations as the storied sportswear brand's turnaround effort gained traction despite weakness in China and tariffs pressuring margins. Firefly Aerospace Inc. rebounded 2% in overnight trading following a 21% drop in the prior session.","news_type":1,"symbols_score_info":{"NKE":1.1,"ASTS":1.1,"LAC":1.1,"FLY":1.1}},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484588689158680,"gmtCreate":1759274898902,"gmtModify":1759274902641,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/484588689158680","repostId":"1117908098","repostType":2,"repost":{"id":"1117908098","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1759274089,"share":"https://ttm.financial/m/news/1117908098?lang=en_US&edition=fundamental","pubTime":"2025-10-01 07:14","market":"us","language":"en","title":"Berkshire Hathaway Near $10 Billion Deal for Occidental’s Petrochemical Unit","url":"https://stock-news.laohu8.com/highlight/detail?id=1117908098","media":"Dow Jones","summary":"Warren Buffett’s sprawling conglomerate could unveil its largest deal in years in coming days.Warren Buffett’s $Berkshire Hathaway(BRK.B)$ is in talks to buy  $Occidental(OXY)$’s petrochemical...","content":"<html><head></head><body><p>Warren Buffett’s sprawling conglomerate could unveil its largest deal in years in coming days.</p><p>Warren Buffett’s <a href=\"https://laohu8.com/S/BRK.B\">Berkshire Hathaway</a> is in talks to buy  <a href=\"https://laohu8.com/S/OXY\">Occidental</a>’s petrochemical business for around $10 billion, according to people familiar with the matter. The deal, which would be Berkshire’s largest since 2022, could come together within days, the people said. </p><p style=\"text-align: start;\">Houston-based Occidental is largely known for its oil-and-gas operations. The company has a market value of around $46 billion and already counts Berkshire as its largest shareholder. </p><p>Occidental’s petrochemical division, OxyChem, manufactures and sells chemicals for use in applications including chlorinating water, recycling batteries and producing paper. The unit generated nearly $5 billion in sales in the 12 months ended in June.</p><p>Assuming talks don’t fall apart, the OxyChem deal would be Buffett’s second big bet on chemicals. In 2011, Berkshire acquired specialty-chemicals producer, Lubrizol, for close to $10 billion, including debt. </p><p>The Financial Times reported on Sunday that Occidental was in talks for a $10 billion deal to sell OxyChem, without identifying the buyer. </p><p>The last major deal Berkshire did was in 2022, when it agreed to pay $11.6 billion to buy insurer Alleghany. </p><p>Buffett, 95, got involved with Occidental in 2019, as Chief Executive Vicki Hollub was trying to outbid Chevron to buy Anadarko Petroleum. In a trip facilitated by Bank of America Chief Brian Moynihan, Hollub traveled to Nebraska to visit Buffett, whose company agreed to buy $10 billion of preferred shares in Occidental to bolster her $38 billion offer.</p><p>Occidental’s fortunes have waxed and waned since then. The deal saddled the company with debt and attracted criticism from activist investor Carl Icahn. Buffett doubled down as Icahn exited, eventually buying up roughly 28% of its shares. The company’s shares more recently have come under pressure with oil prices lower.</p><p>Occidental has been selling noncore assets to raise cash to pay down debt. As of August, it said it had repaid $7.5 billion of debt. </p><p>Berkshire, on the other hand, has been sitting on a massive cash pile. The company’s cash and Treasury bills sat at a record $344 billion at the end of June, raising investors’ eyebrows.</p><p>Buffett has said the company still prefers owning businesses, though he has suggested that finding the right ones to buy can be hard. </p><p>“Berkshire will never prefer ownership of cash-equivalent assets over the ownership of good businesses, whether controlled or only partially owned,” Buffett wrote earlier this year.</p><p>The famed investor plans to retire from his role as CEO at the end of the year and hand the reins to Greg Abel. Buffett will remain chairman.</p><p></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>Berkshire Hathaway Near $10 Billion Deal for Occidental’s Petrochemical Unit</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\">\nBerkshire Hathaway Near $10 Billion Deal for Occidental’s Petrochemical Unit\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2025-10-01 07:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Warren Buffett’s sprawling conglomerate could unveil its largest deal in years in coming days.</p><p>Warren Buffett’s <a href=\"https://laohu8.com/S/BRK.B\">Berkshire Hathaway</a> is in talks to buy  <a href=\"https://laohu8.com/S/OXY\">Occidental</a>’s petrochemical business for around $10 billion, according to people familiar with the matter. The deal, which would be Berkshire’s largest since 2022, could come together within days, the people said. </p><p style=\"text-align: start;\">Houston-based Occidental is largely known for its oil-and-gas operations. The company has a market value of around $46 billion and already counts Berkshire as its largest shareholder. </p><p>Occidental’s petrochemical division, OxyChem, manufactures and sells chemicals for use in applications including chlorinating water, recycling batteries and producing paper. The unit generated nearly $5 billion in sales in the 12 months ended in June.</p><p>Assuming talks don’t fall apart, the OxyChem deal would be Buffett’s second big bet on chemicals. In 2011, Berkshire acquired specialty-chemicals producer, Lubrizol, for close to $10 billion, including debt. </p><p>The Financial Times reported on Sunday that Occidental was in talks for a $10 billion deal to sell OxyChem, without identifying the buyer. </p><p>The last major deal Berkshire did was in 2022, when it agreed to pay $11.6 billion to buy insurer Alleghany. </p><p>Buffett, 95, got involved with Occidental in 2019, as Chief Executive Vicki Hollub was trying to outbid Chevron to buy Anadarko Petroleum. In a trip facilitated by Bank of America Chief Brian Moynihan, Hollub traveled to Nebraska to visit Buffett, whose company agreed to buy $10 billion of preferred shares in Occidental to bolster her $38 billion offer.</p><p>Occidental’s fortunes have waxed and waned since then. The deal saddled the company with debt and attracted criticism from activist investor Carl Icahn. Buffett doubled down as Icahn exited, eventually buying up roughly 28% of its shares. The company’s shares more recently have come under pressure with oil prices lower.</p><p>Occidental has been selling noncore assets to raise cash to pay down debt. As of August, it said it had repaid $7.5 billion of debt. </p><p>Berkshire, on the other hand, has been sitting on a massive cash pile. The company’s cash and Treasury bills sat at a record $344 billion at the end of June, raising investors’ eyebrows.</p><p>Buffett has said the company still prefers owning businesses, though he has suggested that finding the right ones to buy can be hard. </p><p>“Berkshire will never prefer ownership of cash-equivalent assets over the ownership of good businesses, whether controlled or only partially owned,” Buffett wrote earlier this year.</p><p>The famed investor plans to retire from his role as CEO at the end of the year and hand the reins to Greg Abel. Buffett will remain chairman.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔","OXY":"西方石油"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117908098","content_text":"Warren Buffett’s sprawling conglomerate could unveil its largest deal in years in coming days.Warren Buffett’s Berkshire Hathaway is in talks to buy  Occidental’s petrochemical business for around $10 billion, according to people familiar with the matter. The deal, which would be Berkshire’s largest since 2022, could come together within days, the people said. Houston-based Occidental is largely known for its oil-and-gas operations. The company has a market value of around $46 billion and already counts Berkshire as its largest shareholder. Occidental’s petrochemical division, OxyChem, manufactures and sells chemicals for use in applications including chlorinating water, recycling batteries and producing paper. The unit generated nearly $5 billion in sales in the 12 months ended in June.Assuming talks don’t fall apart, the OxyChem deal would be Buffett’s second big bet on chemicals. In 2011, Berkshire acquired specialty-chemicals producer, Lubrizol, for close to $10 billion, including debt. The Financial Times reported on Sunday that Occidental was in talks for a $10 billion deal to sell OxyChem, without identifying the buyer. The last major deal Berkshire did was in 2022, when it agreed to pay $11.6 billion to buy insurer Alleghany. Buffett, 95, got involved with Occidental in 2019, as Chief Executive Vicki Hollub was trying to outbid Chevron to buy Anadarko Petroleum. In a trip facilitated by Bank of America Chief Brian Moynihan, Hollub traveled to Nebraska to visit Buffett, whose company agreed to buy $10 billion of preferred shares in Occidental to bolster her $38 billion offer.Occidental’s fortunes have waxed and waned since then. The deal saddled the company with debt and attracted criticism from activist investor Carl Icahn. Buffett doubled down as Icahn exited, eventually buying up roughly 28% of its shares. The company’s shares more recently have come under pressure with oil prices lower.Occidental has been selling noncore assets to raise cash to pay down debt. As of August, it said it had repaid $7.5 billion of debt. Berkshire, on the other hand, has been sitting on a massive cash pile. The company’s cash and Treasury bills sat at a record $344 billion at the end of June, raising investors’ eyebrows.Buffett has said the company still prefers owning businesses, though he has suggested that finding the right ones to buy can be hard. “Berkshire will never prefer ownership of cash-equivalent assets over the ownership of good businesses, whether controlled or only partially owned,” Buffett wrote earlier this year.The famed investor plans to retire from his role as CEO at the end of the year and hand the reins to Greg Abel. Buffett will remain chairman.","news_type":1,"symbols_score_info":{"BRK.A":1.1,"OXY":1.1,"BRK.B":1.1}},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484307520655520,"gmtCreate":1759269660993,"gmtModify":1759269664585,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Good Read and approach to managed portfolios&nbsp;","listText":"Good Read and approach to managed portfolios&nbsp;","text":"Good Read and approach to managed portfolios","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/484307520655520","repostId":"484314305286632","repostType":1,"repost":{"id":484314305286632,"gmtCreate":1759207895285,"gmtModify":1759232605380,"author":{"id":"4185413129326452","authorId":"4185413129326452","name":"Mickey082024","avatar":"https://community-static.tradeup.com/news/69cd88df1050e4a42389cd899f89a7ec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185413129326452","idStr":"4185413129326452"},"themes":[],"title":"September 30 Market Outlook: Tesla, Nvidia, Energy and More in Focus","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> 1. Big Picture: What’s Driving Markets This Morning The final trading day of September arrives with a crowded macro backdrop. Investors face multiple competing forces — falling oil prices, weak Chinese economic data, and the looming possibility of a U.S. government shutdown. Meanwhile, mega-cap tech remains the backbone of equity markets, with Nvidia and Tesla again stealing headlines. Here are the key factors shaping sentiment today: Oil Pressured by OPEC+ Supply Speculation Crude oil has turned decisively lower after reports that OPEC+ may increase output quotas, with Iraq’s Kurdistan exports also expected to resume. This added supply outlook is pressuring Brent and W","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> 1. Big Picture: What’s Driving Markets This Morning The final trading day of September arrives with a crowded macro backdrop. Investors face multiple competing forces — falling oil prices, weak Chinese economic data, and the looming possibility of a U.S. government shutdown. Meanwhile, mega-cap tech remains the backbone of equity markets, with Nvidia and Tesla again stealing headlines. Here are the key factors shaping sentiment today: Oil Pressured by OPEC+ Supply Speculation Crude oil has turned decisively lower after reports that OPEC+ may increase output quotas, with Iraq’s Kurdistan exports also expected to resume. This added supply outlook is pressuring Brent and W","text":"$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ 1. Big Picture: What’s Driving Markets This Morning The final trading day of September arrives with a crowded macro backdrop. Investors face multiple competing forces — falling oil prices, weak Chinese economic data, and the looming possibility of a U.S. government shutdown. Meanwhile, mega-cap tech remains the backbone of equity markets, with Nvidia and Tesla again stealing headlines. Here are the key factors shaping sentiment today: Oil Pressured by OPEC+ Supply Speculation Crude oil has turned decisively lower after reports that OPEC+ may increase output quotas, with Iraq’s Kurdistan exports also expected to resume. This added supply outlook is pressuring Brent and W","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/484314305286632","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484207378690632,"gmtCreate":1759182992080,"gmtModify":1759182995086,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/3582955601978695\">@GTSR </a>&nbsp;","listText":"<a href=\"https://ttm.financial/U/3582955601978695\">@GTSR </a>&nbsp;","text":"@GTSR","images":[{"img":"https://community-static.tradeup.com/news/ba7101ea62dcb5fcfa794d6cc5e18db3","width":"1080","height":"2098"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/484207378690632","isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":483952610300520,"gmtCreate":1759182953662,"gmtModify":1759182958543,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"the best way to learn is by doing it after reading the basics. make notes and learn deeper along the way. this tiger handbook is a good start, and other resources from Tiger broker App. 1) read about the basics 2) use a demo account to try. 3) review the notes and mark out the lessons learned 4) use real money to trade. start small and get a hang of things. (manage risk, observe market impact on the derivative, if it is within expectations of understanding of the use of options)","listText":"the best way to learn is by doing it after reading the basics. make notes and learn deeper along the way. this tiger handbook is a good start, and other resources from Tiger broker App. 1) read about the basics 2) use a demo account to try. 3) review the notes and mark out the lessons learned 4) use real money to trade. start small and get a hang of things. (manage risk, observe market impact on the derivative, if it is within expectations of understanding of the use of options)","text":"the best way to learn is by doing it after reading the basics. make notes and learn deeper along the way. this tiger handbook is a good start, and other resources from Tiger broker App. 1) read about the basics 2) use a demo account to try. 3) review the notes and mark out the lessons learned 4) use real money to trade. start small and get a hang of things. (manage risk, observe market impact on the derivative, if it is within expectations of understanding of the use of options)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/483952610300520","isVote":1,"tweetType":1,"viewCount":1049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":483291164676680,"gmtCreate":1758959307019,"gmtModify":1758959309835,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$ </a>&nbsp;","text":"$Meta Platforms, Inc.(META)$","images":[{"img":"https://community-static.tradeup.com/news/27e91e13ad3ca1eb697e3d8380028592","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/483291164676680","isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":482604271108496,"gmtCreate":1758853625164,"gmtModify":1758853628956,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Intel potential&nbsp;","listText":"Intel potential&nbsp;","text":"Intel potential","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/482604271108496","repostId":"482590308073816","repostType":1,"repost":{"id":482590308073816,"gmtCreate":1758850684784,"gmtModify":1758895006142,"author":{"id":"4185413129326452","authorId":"4185413129326452","name":"Mickey082024","avatar":"https://community-static.tradeup.com/news/69cd88df1050e4a42389cd899f89a7ec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185413129326452","idStr":"4185413129326452"},"themes":[],"title":"Intel’s Next Chapter: Apple Alliance, $40 Price Target, and the Battle for Relevance","htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> Intel (NASDAQ: INTC) has been a company in transition for nearly a decade. Once the dominant force in semiconductors, it ceded ground to rivals like AMD (NASDAQ: AMD) and Nvidia (NASDAQ: NVDA) while losing its manufacturing edge to TSMC (NYSE: TSM). Now, with its market capitalization reduced to just $116.2 billion—a fraction of its peak and far below peers—Intel is fighting for relevance in the AI era. This week, reports that Intel has approached Apple (NASDAQ: AAPL) for a potential investment and strategic partnership injected new energy into the stock. Though discussions are still preliminary, the possibility of Apple aligning with Intel sent shares 6% higher on Wednesday. F","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> Intel (NASDAQ: INTC) has been a company in transition for nearly a decade. Once the dominant force in semiconductors, it ceded ground to rivals like AMD (NASDAQ: AMD) and Nvidia (NASDAQ: NVDA) while losing its manufacturing edge to TSMC (NYSE: TSM). Now, with its market capitalization reduced to just $116.2 billion—a fraction of its peak and far below peers—Intel is fighting for relevance in the AI era. This week, reports that Intel has approached Apple (NASDAQ: AAPL) for a potential investment and strategic partnership injected new energy into the stock. Though discussions are still preliminary, the possibility of Apple aligning with Intel sent shares 6% higher on Wednesday. F","text":"$Intel(INTC)$ $Apple(AAPL)$ Intel (NASDAQ: INTC) has been a company in transition for nearly a decade. Once the dominant force in semiconductors, it ceded ground to rivals like AMD (NASDAQ: AMD) and Nvidia (NASDAQ: NVDA) while losing its manufacturing edge to TSMC (NYSE: TSM). Now, with its market capitalization reduced to just $116.2 billion—a fraction of its peak and far below peers—Intel is fighting for relevance in the AI era. This week, reports that Intel has approached Apple (NASDAQ: AAPL) for a potential investment and strategic partnership injected new energy into the stock. Though discussions are still preliminary, the possibility of Apple aligning with Intel sent shares 6% higher on Wednesday. F","images":[{"img":"https://community-static.tradeup.com/news/8d83363cbd920cbf48a7e94cf7c02e97","width":"1259","height":"466"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/482590308073816","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":482285464211640,"gmtCreate":1758775764633,"gmtModify":1758775769302,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Baba to the moon","listText":"Baba to the moon","text":"Baba to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/482285464211640","repostId":"2570359830","repostType":2,"repost":{"id":"2570359830","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":1758764700,"share":"https://ttm.financial/m/news/2570359830?lang=en_US&edition=fundamental","pubTime":"2025-09-25 09:45","market":"us","language":"en","title":"China’s AI Boom Could Outlast the U.S. Why Alibaba’s Bet Is Just the Start","url":"https://stock-news.laohu8.com/highlight/detail?id=2570359830","media":"Dow Jones","summary":"Alibaba Group Holding is reminding investors that the U.S. isn’t the only AI game in town.","content":"<html><head></head><body><p style=\"text-align: start;\">Alibaba Group Holding is reminding investors that the U.S. isn’t the only AI game in town.</p><p>The company announced an increased investment in artificial intelligence and unveiled a new AI model on Wednesday. It’s the latest reminder that China’s AI boom could play out differently—and last longer—than in the U.S.</p><p>Alibaba CEO Eddie Wu said the company would expand its investment on AI and cloud infrastructure over three years beyond the 380 billion yuan it outlined in February, as demand for AI infrastructure has far outstripped the company’s expectations. The company also released Qwen3-Max, its latest large-language model, adding to the enthusiasm that DeepSeek’s model brought to China’s tech sector earlier in the year.</p><p>Alibaba’s American depositary receipts rose 8.2% on Wednesday to $176.44 as investors seemed to view the announcement as a reflection of China’s AI potential.</p><p>One big takeaway for investors is the Chinese government’s shift in stance toward Alibaba, which had seen its market value crater in recent years amid a broad-based antimonopoly government crackdown on internet platform companies. But Alibaba’s AI investment plans likely were done with the blessing of the government, suggesting it is now strategically aligned with Beijing’s aims, analysts say.</p><p style=\"text-align: start;\">China has set a goal of becoming an “intelligent economy” and “intelligent society” by 2035. That necessitates the adoption of AI into every aspect of its economy and could translate to an AI boom that has more legs than that in the U.S., says Laila Khawaja, head of technology research at Gavekal.</p><p style=\"text-align: start;\">Beijing sees AI basically as the driver of future economic growth and the engine for the next industrial revolution, Khawaja says.</p><p>“That means AI development will not only have continued government backing in the form of funding, subsidies, and the like, but also guaranteed demand because to adopt AI society-wide means huge inference demand,” she adds.</p><p>Another area where China may have an edge is with energy, which Khawaja sees as the biggest bottleneck to AI development in the U.S.</p><p style=\"text-align: start;\">“Beijing is not only adding electricity generation at the fastest rate, installing renewables capacity at a rapid rate, but also building out a national infrastructure to maximize compute energy efficiency…and giving massive support to the development of energy storage—crucial for using solar and wind for powering AI— and micro grids to boost renewables use in AI data centers,” she adds.</p><p style=\"text-align: start;\">While China is good at creating advanced algorithms needed for AI, Vivian Lin Thurston, a manager on William Blair’s emerging markets strategy, says it is constrained for now by its limited access to advanced chips. Beijing is increasingly encouraging Chinese companies to use domestic chips as the U.S. curtails its access to advanced technology.</p><p style=\"text-align: start;\">“The AI evolution will be different in the U.S. than in China—both in its monetization paths and use cases,” she says.</p><p style=\"text-align: start;\">Adoption of AI has been slower in China than in the U.S., especially as companies contend with the current economic rout, anemic demand and deflationary pressures, Thurston says. Much of the adoption has been in areas Beijing is prioritizing, like advanced manufacturing to fuel its industrialization and export growth—including electric vehicles, companies tied to the energy transition, and home appliances, where AI is being used for automation. In comparison, AI applications have been broadly adopted across U.S. sectors, including financial services, technology, media, logistics and retail.</p><p>As a result, Thurston expects much of China’s early spending to be focused on AI infrastructure rather than applications. That would make China’s AI spending trajectory potentially slower than the U.S.’s, but longer overall.</p><p style=\"text-align: start;\">The easiest way to play China’s AI boom is through hyperscalers, like Alibaba,Tencent Holdings, and even Baidu. Of the bunch, Alibaba has been a favored play among investors.</p><p style=\"text-align: start;\">At 17 times earnings, Alibaba shares are pricier than the single-digit valuation it traded in 2024 in the wake of the government crackdown and economic malaise. But it is still cheaper than the 24 times forward earnings fellow e-commerce and hyperscaler Amazon.com commands.</p><p style=\"text-align: start;\">Analysts also note that Alibaba’s current earnings don’t fully incorporate the benefits of the AI boom’s continued momentum in China nor the outlook for its core e-commerce business if the economy shows further stabilization.</p><p style=\"text-align: start;\">Another positive: Alibaba is no longer in the government doghouse. Co-founder Jack Ma, who had disappeared from the limelight following the government crackdown, recently re-emerged with a reported hand in corporate strategy. Alibaba is quickly emerging as the top AI player—while remaining in the government’s good graces—which should help the stock.</p><p>There are other winners, as well, with increasing AI capital expenditures likely to bring a windfall through the entire Chinese AI supply chain. Other beneficiaries, Khajawa says, include high bandwidth memory makers, companies involved with networking equipment, liquid cooling, repair and maintenance services.</p><p style=\"text-align: start;\">Citi analyst Louis Tsang in a note to clients also highlighted opportunities in Alibaba’s overseas data center buildout in Brazil, France, and Netherlands, and the company’s plans to increase data-center capacity in Mexico, Japan, Korea, Malaysia, and Dubai. Tsang says data center companies like GDS Holdings and VNET stand to gain. They should see accelerating order growth and a potential stock rerating from this increased Alibaba investment, especially if the company’s peers follow its increased investment plans. Tsang has a Buy rating on both companies.</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>China’s AI Boom Could Outlast the U.S. Why Alibaba’s Bet Is Just the Start</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina’s AI Boom Could Outlast the U.S. Why Alibaba’s Bet Is Just the Start\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\">2025-09-25 09:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Alibaba Group Holding is reminding investors that the U.S. isn’t the only AI game in town.</p><p>The company announced an increased investment in artificial intelligence and unveiled a new AI model on Wednesday. It’s the latest reminder that China’s AI boom could play out differently—and last longer—than in the U.S.</p><p>Alibaba CEO Eddie Wu said the company would expand its investment on AI and cloud infrastructure over three years beyond the 380 billion yuan it outlined in February, as demand for AI infrastructure has far outstripped the company’s expectations. The company also released Qwen3-Max, its latest large-language model, adding to the enthusiasm that DeepSeek’s model brought to China’s tech sector earlier in the year.</p><p>Alibaba’s American depositary receipts rose 8.2% on Wednesday to $176.44 as investors seemed to view the announcement as a reflection of China’s AI potential.</p><p>One big takeaway for investors is the Chinese government’s shift in stance toward Alibaba, which had seen its market value crater in recent years amid a broad-based antimonopoly government crackdown on internet platform companies. But Alibaba’s AI investment plans likely were done with the blessing of the government, suggesting it is now strategically aligned with Beijing’s aims, analysts say.</p><p style=\"text-align: start;\">China has set a goal of becoming an “intelligent economy” and “intelligent society” by 2035. That necessitates the adoption of AI into every aspect of its economy and could translate to an AI boom that has more legs than that in the U.S., says Laila Khawaja, head of technology research at Gavekal.</p><p style=\"text-align: start;\">Beijing sees AI basically as the driver of future economic growth and the engine for the next industrial revolution, Khawaja says.</p><p>“That means AI development will not only have continued government backing in the form of funding, subsidies, and the like, but also guaranteed demand because to adopt AI society-wide means huge inference demand,” she adds.</p><p>Another area where China may have an edge is with energy, which Khawaja sees as the biggest bottleneck to AI development in the U.S.</p><p style=\"text-align: start;\">“Beijing is not only adding electricity generation at the fastest rate, installing renewables capacity at a rapid rate, but also building out a national infrastructure to maximize compute energy efficiency…and giving massive support to the development of energy storage—crucial for using solar and wind for powering AI— and micro grids to boost renewables use in AI data centers,” she adds.</p><p style=\"text-align: start;\">While China is good at creating advanced algorithms needed for AI, Vivian Lin Thurston, a manager on William Blair’s emerging markets strategy, says it is constrained for now by its limited access to advanced chips. Beijing is increasingly encouraging Chinese companies to use domestic chips as the U.S. curtails its access to advanced technology.</p><p style=\"text-align: start;\">“The AI evolution will be different in the U.S. than in China—both in its monetization paths and use cases,” she says.</p><p style=\"text-align: start;\">Adoption of AI has been slower in China than in the U.S., especially as companies contend with the current economic rout, anemic demand and deflationary pressures, Thurston says. Much of the adoption has been in areas Beijing is prioritizing, like advanced manufacturing to fuel its industrialization and export growth—including electric vehicles, companies tied to the energy transition, and home appliances, where AI is being used for automation. In comparison, AI applications have been broadly adopted across U.S. sectors, including financial services, technology, media, logistics and retail.</p><p>As a result, Thurston expects much of China’s early spending to be focused on AI infrastructure rather than applications. That would make China’s AI spending trajectory potentially slower than the U.S.’s, but longer overall.</p><p style=\"text-align: start;\">The easiest way to play China’s AI boom is through hyperscalers, like Alibaba,Tencent Holdings, and even Baidu. Of the bunch, Alibaba has been a favored play among investors.</p><p style=\"text-align: start;\">At 17 times earnings, Alibaba shares are pricier than the single-digit valuation it traded in 2024 in the wake of the government crackdown and economic malaise. But it is still cheaper than the 24 times forward earnings fellow e-commerce and hyperscaler Amazon.com commands.</p><p style=\"text-align: start;\">Analysts also note that Alibaba’s current earnings don’t fully incorporate the benefits of the AI boom’s continued momentum in China nor the outlook for its core e-commerce business if the economy shows further stabilization.</p><p style=\"text-align: start;\">Another positive: Alibaba is no longer in the government doghouse. Co-founder Jack Ma, who had disappeared from the limelight following the government crackdown, recently re-emerged with a reported hand in corporate strategy. Alibaba is quickly emerging as the top AI player—while remaining in the government’s good graces—which should help the stock.</p><p>There are other winners, as well, with increasing AI capital expenditures likely to bring a windfall through the entire Chinese AI supply chain. Other beneficiaries, Khajawa says, include high bandwidth memory makers, companies involved with networking equipment, liquid cooling, repair and maintenance services.</p><p style=\"text-align: start;\">Citi analyst Louis Tsang in a note to clients also highlighted opportunities in Alibaba’s overseas data center buildout in Brazil, France, and Netherlands, and the company’s plans to increase data-center capacity in Mexico, Japan, Korea, Malaysia, and Dubai. Tsang says data center companies like GDS Holdings and VNET stand to gain. They should see accelerating order growth and a potential stock rerating from this increased Alibaba investment, especially if the company’s peers follow its increased investment plans. Tsang has a Buy rating on both companies.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09698":"万国数据-SW","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","IE00B031J352.USD":"FSSA GREATER CHINA GROWTH \"I\" (USD) INC","09888":"百度集团-SW","IE00BZ08YS42.EUR":"GUINNESS BEST OF CHINA \"C\" (EUR) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","09988":"阿里巴巴-W","00700":"腾讯控股","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BIDU":"百度","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","LU2498475776.HKD":"AMUNDI FUNDS REAL ASSETS TARGET INCOME \"A2\" (HKD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) ACC","GDS":"万国数据","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0823411888.USD":"法巴消费创新基金 Cap","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1951186391.HKD":"UBS (LUX) KEY SEL CHINA ALLOCATION OPPORTUNITY (US \"P\" (HKD) INC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BABA":"阿里巴巴","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE0008368411.USD":"FSSA ASIAN GROWTH \"I\" (USD) ACC","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU0708995153.HKD":"TEMPLETON EMERGING MARKETS \"A\" (HKD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","VNET":"世纪互联","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2570359830","content_text":"Alibaba Group Holding is reminding investors that the U.S. isn’t the only AI game in town.The company announced an increased investment in artificial intelligence and unveiled a new AI model on Wednesday. It’s the latest reminder that China’s AI boom could play out differently—and last longer—than in the U.S.Alibaba CEO Eddie Wu said the company would expand its investment on AI and cloud infrastructure over three years beyond the 380 billion yuan it outlined in February, as demand for AI infrastructure has far outstripped the company’s expectations. The company also released Qwen3-Max, its latest large-language model, adding to the enthusiasm that DeepSeek’s model brought to China’s tech sector earlier in the year.Alibaba’s American depositary receipts rose 8.2% on Wednesday to $176.44 as investors seemed to view the announcement as a reflection of China’s AI potential.One big takeaway for investors is the Chinese government’s shift in stance toward Alibaba, which had seen its market value crater in recent years amid a broad-based antimonopoly government crackdown on internet platform companies. But Alibaba’s AI investment plans likely were done with the blessing of the government, suggesting it is now strategically aligned with Beijing’s aims, analysts say.China has set a goal of becoming an “intelligent economy” and “intelligent society” by 2035. That necessitates the adoption of AI into every aspect of its economy and could translate to an AI boom that has more legs than that in the U.S., says Laila Khawaja, head of technology research at Gavekal.Beijing sees AI basically as the driver of future economic growth and the engine for the next industrial revolution, Khawaja says.“That means AI development will not only have continued government backing in the form of funding, subsidies, and the like, but also guaranteed demand because to adopt AI society-wide means huge inference demand,” she adds.Another area where China may have an edge is with energy, which Khawaja sees as the biggest bottleneck to AI development in the U.S.“Beijing is not only adding electricity generation at the fastest rate, installing renewables capacity at a rapid rate, but also building out a national infrastructure to maximize compute energy efficiency…and giving massive support to the development of energy storage—crucial for using solar and wind for powering AI— and micro grids to boost renewables use in AI data centers,” she adds.While China is good at creating advanced algorithms needed for AI, Vivian Lin Thurston, a manager on William Blair’s emerging markets strategy, says it is constrained for now by its limited access to advanced chips. Beijing is increasingly encouraging Chinese companies to use domestic chips as the U.S. curtails its access to advanced technology.“The AI evolution will be different in the U.S. than in China—both in its monetization paths and use cases,” she says.Adoption of AI has been slower in China than in the U.S., especially as companies contend with the current economic rout, anemic demand and deflationary pressures, Thurston says. Much of the adoption has been in areas Beijing is prioritizing, like advanced manufacturing to fuel its industrialization and export growth—including electric vehicles, companies tied to the energy transition, and home appliances, where AI is being used for automation. In comparison, AI applications have been broadly adopted across U.S. sectors, including financial services, technology, media, logistics and retail.As a result, Thurston expects much of China’s early spending to be focused on AI infrastructure rather than applications. That would make China’s AI spending trajectory potentially slower than the U.S.’s, but longer overall.The easiest way to play China’s AI boom is through hyperscalers, like Alibaba,Tencent Holdings, and even Baidu. Of the bunch, Alibaba has been a favored play among investors.At 17 times earnings, Alibaba shares are pricier than the single-digit valuation it traded in 2024 in the wake of the government crackdown and economic malaise. But it is still cheaper than the 24 times forward earnings fellow e-commerce and hyperscaler Amazon.com commands.Analysts also note that Alibaba’s current earnings don’t fully incorporate the benefits of the AI boom’s continued momentum in China nor the outlook for its core e-commerce business if the economy shows further stabilization.Another positive: Alibaba is no longer in the government doghouse. Co-founder Jack Ma, who had disappeared from the limelight following the government crackdown, recently re-emerged with a reported hand in corporate strategy. Alibaba is quickly emerging as the top AI player—while remaining in the government’s good graces—which should help the stock.There are other winners, as well, with increasing AI capital expenditures likely to bring a windfall through the entire Chinese AI supply chain. Other beneficiaries, Khajawa says, include high bandwidth memory makers, companies involved with networking equipment, liquid cooling, repair and maintenance services.Citi analyst Louis Tsang in a note to clients also highlighted opportunities in Alibaba’s overseas data center buildout in Brazil, France, and Netherlands, and the company’s plans to increase data-center capacity in Mexico, Japan, Korea, Malaysia, and Dubai. Tsang says data center companies like GDS Holdings and VNET stand to gain. They should see accelerating order growth and a potential stock rerating from this increased Alibaba investment, especially if the company’s peers follow its increased investment plans. Tsang has a Buy rating on both companies.","news_type":1,"symbols_score_info":{"09698":1.1,"GDS":1.1,"00700":1.1,"VNET":1.1,"09888":1.1,"BIDU":1.1,"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479635802579080,"gmtCreate":1758126596409,"gmtModify":1758126600310,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/479635802579080","repostId":"1169166689","repostType":2,"repost":{"id":"1169166689","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1758115136,"share":"https://ttm.financial/m/news/1169166689?lang=en_US&edition=fundamental","pubTime":"2025-09-17 21:18","market":"hk","language":"en","title":"Morgan Stanley: Four AI Catalysts to Reshape Next Year's Internet Landscape, Most Bullish on Amazon.com, Meta Platforms, Inc., and Alphabet Among Tech Giants","url":"https://stock-news.laohu8.com/highlight/detail?id=1169166689","media":"Deep News","summary":"Morgan Stanley highlighted in its latest research that four pivotal generative AI (GenAI) catalysts—model advancement, agentic experiences, capital expenditures, and custom semiconductors—are...","content":"<p>Morgan Stanley highlighted in its latest research that four pivotal generative AI (GenAI) catalysts—model advancement, agentic experiences, capital expenditures, and custom semiconductors—are fundamentally transforming the internet industry landscape.</p>\n<p>According to Morgan Stanley analyst Brian Nowak's September 16 research note, continuous breakthroughs in leading AI models and the proliferation of \"agentic\" AI experiences designed to automate tasks are propelling the industry into a new growth phase. These technological advances will not only enhance user experiences but also further accelerate the digitization of consumer spending.</p>\n<p>To support this technological revolution, tech giants are investing at unprecedented scales. The firm forecasts that combined capital expenditures from six major technology companies will reach approximately $505 billion in 2026, rising further to $586 billion in 2027. While this will pressure companies' free cash flow, it establishes the foundation for future growth.</p>\n<p>Based on analysis of these trends, Morgan Stanley has established its preference ranking for large-cap tech stocks over the next 12 months, prioritizing Amazon.com, Meta Platforms, Inc., and Alphabet respectively. The firm believes these three companies possess the capability to leverage AI catalysts to strengthen their market positions and generate new revenue streams.</p>\n<p>**Four Macro AI Catalysts**</p>\n<p>Morgan Stanley identifies four macro AI forces that will primarily drive internet industry performance in coming years:</p>\n<p>**Accelerated Model Development**: The research anticipates that leading AI models will continue, and potentially accelerate, improvements. Abundant capital, continuously advancing chip computing power, and substantial room for development in agentic capabilities will drive companies like OpenAI, Alphabet, and Meta Platforms, Inc. to release next-generation, more powerful models.</p>\n<p>**Proliferation of Agentic Experiences**: Agentic AI products capable of delivering more personalized, interactive, and comprehensive consumer experiences will further promote digitization of consumer wallets. Achieving large-scale deployment still requires overcoming barriers in computing capacity, inference capabilities, and transaction process fluidity.</p>\n<p>**Capital Expenditure Surge**: The report projects that by 2026, total data center capital expenditures from six giants (Amazon.com, Alphabet, Meta Platforms, Inc., Microsoft, Oracle, CoreWeave) will reach $505 billion, representing 24% year-over-year growth. The firm notes that constructing each gigawatt (GW)-scale data center still requires approximately $40-50 billion in capital expenditure.</p>\n<p>**Increased Importance of Custom Chips**: The research suggests growing likelihood that third-party companies will test and adopt custom ASIC chips like Alphabet's TPU and Amazon.com's Trainium. Despite barriers created by NVIDIA's software ecosystem, cost-effectiveness and capacity constraints will drive customers to seek ASIC solutions, particularly for inference workloads. Morgan Stanley notes that progress by Alphabet and Amazon.com in this area would represent complete upside beyond their current valuations.</p>\n<p>**Capital Expenditure Surge Pressures Free Cash Flow**</p>\n<p>Massive capital expenditures represent tech giants' heavy bets on AI's future, but directly impact their financial positions. Morgan Stanley's models show that from 2024 to 2027, capital expenditures from six major tech giants are projected to grow at a 34% compound annual growth rate.</p>\n<p>The research calculates that investments of this scale will significantly affect companies' free cash flow. By 2026, infrastructure capital expenditures for Alphabet, Meta Platforms, Inc., and Amazon.com are projected to represent approximately 57%, 73%, and 78% of their respective pre-tax free cash flow (FCF). This indicates these companies' willingness to sacrifice short-term profitability in exchange for long-term technological and market advantages to maintain leadership in the AI race.</p>\n<p>**Amazon.com: AWS Acceleration and Retail Margin Improvement**</p>\n<p>Amazon.com is Morgan Stanley's top pick among large-cap tech stocks, with a $300 price target and \"Overweight\" rating. The bullish thesis rests on two main pillars: AWS business re-acceleration and continued North American retail business margin improvement.</p>\n<p>For AWS, the report analyzes its data center construction pace, anticipating substantial new data center space additions in 2025 and 2026, providing physical foundation for achieving 20%+ revenue growth in 2026, above the firm's current 19% base forecast.</p>\n<p>Regarding retail operations, the research indicates Amazon.com's North American retail business margins have significant room for improvement. As of Q2 2025, this business segment's margin stood at -1%, well below the approximately 1% level from 2018. Morgan Stanley's base model projects recovery to 2018 levels only by 2028, suggesting potential for further upward revisions to 2026/2027 earnings per share forecasts.</p>\n<p>**Meta Platforms, Inc.: Core Business Improvements and \"Call Options\"**</p>\n<p>Morgan Stanley maintains an \"Overweight\" rating on Meta Platforms, Inc. with an $850 price target. The firm believes investors should focus on core platform improvements, next-generation Llama model releases, and multiple underpriced \"call options.\"</p>\n<p>The report states that Meta Platforms, Inc.'s use of GPUs to drive core advertising business improvements still offers enormous room to enhance user engagement and monetization capabilities. Simultaneously, markets anticipate the company will release a thoroughly tested and improved next-generation Llama model in early 2026.</p>\n<p>Additionally, new businesses like Meta AI search and Business Messaging represent important long-term growth drivers. Morgan Stanley calculates that Meta AI search alone could create approximately $22 billion in annual revenue opportunity by 2028. Survey data also shows that despite Meta AI's later launch, its user adoption rates have rapidly matched ChatGPT and Alphabet's Gemini.</p>\n<p>**Alphabet: Search Innovation and Cloud Growth Prospects**</p>\n<p>Morgan Stanley maintains an \"Overweight\" rating on Alphabet with a $210 price target. The firm focuses on three core issues: AI-driven search growth, potential shifts in user commercial behavior, and Google Cloud Platform (GCP) growth.</p>\n<p>The research indicates that Alphabet's innovations in AI Overviews, AI Mode, and other areas should drive accelerated search revenue growth, with predictions of 12% and 9% search revenue growth rates for H2 2025 and 2026 respectively. Morgan Stanley's survey data shows that for commercial behaviors like product research and price comparison, Alphabet remains consumers' preferred platform, leading Amazon.com and other competitors.</p>\n<p>In cloud business, Alphabet's Gemini models and TPU chips are viewed as key drivers for GCP growth. The report mentions that companies like Meta Platforms, Inc. have signed cooperation agreements with GCP, potentially contributing approximately 300 basis points to Alphabet's 2026 cloud business growth. The firm believes markets have not fully priced Alphabet's advantages in custom chips, constituting a potential upside catalyst.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley: Four AI Catalysts to Reshape Next Year's Internet Landscape, Most Bullish on Amazon.com, Meta Platforms, Inc., and Alphabet Among Tech Giants</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley: Four AI Catalysts to Reshape Next Year's Internet Landscape, Most Bullish on Amazon.com, Meta Platforms, Inc., and Alphabet Among Tech Giants\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-09-17 21:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Morgan Stanley highlighted in its latest research that four pivotal generative AI (GenAI) catalysts—model advancement, agentic experiences, capital expenditures, and custom semiconductors—are fundamentally transforming the internet industry landscape.</p>\n<p>According to Morgan Stanley analyst Brian Nowak's September 16 research note, continuous breakthroughs in leading AI models and the proliferation of \"agentic\" AI experiences designed to automate tasks are propelling the industry into a new growth phase. These technological advances will not only enhance user experiences but also further accelerate the digitization of consumer spending.</p>\n<p>To support this technological revolution, tech giants are investing at unprecedented scales. The firm forecasts that combined capital expenditures from six major technology companies will reach approximately $505 billion in 2026, rising further to $586 billion in 2027. While this will pressure companies' free cash flow, it establishes the foundation for future growth.</p>\n<p>Based on analysis of these trends, Morgan Stanley has established its preference ranking for large-cap tech stocks over the next 12 months, prioritizing Amazon.com, Meta Platforms, Inc., and Alphabet respectively. The firm believes these three companies possess the capability to leverage AI catalysts to strengthen their market positions and generate new revenue streams.</p>\n<p>**Four Macro AI Catalysts**</p>\n<p>Morgan Stanley identifies four macro AI forces that will primarily drive internet industry performance in coming years:</p>\n<p>**Accelerated Model Development**: The research anticipates that leading AI models will continue, and potentially accelerate, improvements. Abundant capital, continuously advancing chip computing power, and substantial room for development in agentic capabilities will drive companies like OpenAI, Alphabet, and Meta Platforms, Inc. to release next-generation, more powerful models.</p>\n<p>**Proliferation of Agentic Experiences**: Agentic AI products capable of delivering more personalized, interactive, and comprehensive consumer experiences will further promote digitization of consumer wallets. Achieving large-scale deployment still requires overcoming barriers in computing capacity, inference capabilities, and transaction process fluidity.</p>\n<p>**Capital Expenditure Surge**: The report projects that by 2026, total data center capital expenditures from six giants (Amazon.com, Alphabet, Meta Platforms, Inc., Microsoft, Oracle, CoreWeave) will reach $505 billion, representing 24% year-over-year growth. The firm notes that constructing each gigawatt (GW)-scale data center still requires approximately $40-50 billion in capital expenditure.</p>\n<p>**Increased Importance of Custom Chips**: The research suggests growing likelihood that third-party companies will test and adopt custom ASIC chips like Alphabet's TPU and Amazon.com's Trainium. Despite barriers created by NVIDIA's software ecosystem, cost-effectiveness and capacity constraints will drive customers to seek ASIC solutions, particularly for inference workloads. Morgan Stanley notes that progress by Alphabet and Amazon.com in this area would represent complete upside beyond their current valuations.</p>\n<p>**Capital Expenditure Surge Pressures Free Cash Flow**</p>\n<p>Massive capital expenditures represent tech giants' heavy bets on AI's future, but directly impact their financial positions. Morgan Stanley's models show that from 2024 to 2027, capital expenditures from six major tech giants are projected to grow at a 34% compound annual growth rate.</p>\n<p>The research calculates that investments of this scale will significantly affect companies' free cash flow. By 2026, infrastructure capital expenditures for Alphabet, Meta Platforms, Inc., and Amazon.com are projected to represent approximately 57%, 73%, and 78% of their respective pre-tax free cash flow (FCF). This indicates these companies' willingness to sacrifice short-term profitability in exchange for long-term technological and market advantages to maintain leadership in the AI race.</p>\n<p>**Amazon.com: AWS Acceleration and Retail Margin Improvement**</p>\n<p>Amazon.com is Morgan Stanley's top pick among large-cap tech stocks, with a $300 price target and \"Overweight\" rating. The bullish thesis rests on two main pillars: AWS business re-acceleration and continued North American retail business margin improvement.</p>\n<p>For AWS, the report analyzes its data center construction pace, anticipating substantial new data center space additions in 2025 and 2026, providing physical foundation for achieving 20%+ revenue growth in 2026, above the firm's current 19% base forecast.</p>\n<p>Regarding retail operations, the research indicates Amazon.com's North American retail business margins have significant room for improvement. As of Q2 2025, this business segment's margin stood at -1%, well below the approximately 1% level from 2018. Morgan Stanley's base model projects recovery to 2018 levels only by 2028, suggesting potential for further upward revisions to 2026/2027 earnings per share forecasts.</p>\n<p>**Meta Platforms, Inc.: Core Business Improvements and \"Call Options\"**</p>\n<p>Morgan Stanley maintains an \"Overweight\" rating on Meta Platforms, Inc. with an $850 price target. The firm believes investors should focus on core platform improvements, next-generation Llama model releases, and multiple underpriced \"call options.\"</p>\n<p>The report states that Meta Platforms, Inc.'s use of GPUs to drive core advertising business improvements still offers enormous room to enhance user engagement and monetization capabilities. Simultaneously, markets anticipate the company will release a thoroughly tested and improved next-generation Llama model in early 2026.</p>\n<p>Additionally, new businesses like Meta AI search and Business Messaging represent important long-term growth drivers. Morgan Stanley calculates that Meta AI search alone could create approximately $22 billion in annual revenue opportunity by 2028. Survey data also shows that despite Meta AI's later launch, its user adoption rates have rapidly matched ChatGPT and Alphabet's Gemini.</p>\n<p>**Alphabet: Search Innovation and Cloud Growth Prospects**</p>\n<p>Morgan Stanley maintains an \"Overweight\" rating on Alphabet with a $210 price target. The firm focuses on three core issues: AI-driven search growth, potential shifts in user commercial behavior, and Google Cloud Platform (GCP) growth.</p>\n<p>The research indicates that Alphabet's innovations in AI Overviews, AI Mode, and other areas should drive accelerated search revenue growth, with predictions of 12% and 9% search revenue growth rates for H2 2025 and 2026 respectively. Morgan Stanley's survey data shows that for commercial behaviors like product research and price comparison, Alphabet remains consumers' preferred platform, leading Amazon.com and other competitors.</p>\n<p>In cloud business, Alphabet's Gemini models and TPU chips are viewed as key drivers for GCP growth. The report mentions that companies like Meta Platforms, Inc. have signed cooperation agreements with GCP, potentially contributing approximately 300 basis points to Alphabet's 2026 cloud business growth. The firm believes markets have not fully priced Alphabet's advantages in custom chips, constituting a potential upside catalyst.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159792":"互联网","160636":"互联网","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0444971666.USD":"天利全球科技基金","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - 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Global Income A (div) SGD","BK4127":"投资银行业与经纪业","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169166689","content_text":"Morgan Stanley highlighted in its latest research that four pivotal generative AI (GenAI) catalysts—model advancement, agentic experiences, capital expenditures, and custom semiconductors—are fundamentally transforming the internet industry landscape.\nAccording to Morgan Stanley analyst Brian Nowak's September 16 research note, continuous breakthroughs in leading AI models and the proliferation of \"agentic\" AI experiences designed to automate tasks are propelling the industry into a new growth phase. These technological advances will not only enhance user experiences but also further accelerate the digitization of consumer spending.\nTo support this technological revolution, tech giants are investing at unprecedented scales. The firm forecasts that combined capital expenditures from six major technology companies will reach approximately $505 billion in 2026, rising further to $586 billion in 2027. While this will pressure companies' free cash flow, it establishes the foundation for future growth.\nBased on analysis of these trends, Morgan Stanley has established its preference ranking for large-cap tech stocks over the next 12 months, prioritizing Amazon.com, Meta Platforms, Inc., and Alphabet respectively. The firm believes these three companies possess the capability to leverage AI catalysts to strengthen their market positions and generate new revenue streams.\n**Four Macro AI Catalysts**\nMorgan Stanley identifies four macro AI forces that will primarily drive internet industry performance in coming years:\n**Accelerated Model Development**: The research anticipates that leading AI models will continue, and potentially accelerate, improvements. Abundant capital, continuously advancing chip computing power, and substantial room for development in agentic capabilities will drive companies like OpenAI, Alphabet, and Meta Platforms, Inc. to release next-generation, more powerful models.\n**Proliferation of Agentic Experiences**: Agentic AI products capable of delivering more personalized, interactive, and comprehensive consumer experiences will further promote digitization of consumer wallets. Achieving large-scale deployment still requires overcoming barriers in computing capacity, inference capabilities, and transaction process fluidity.\n**Capital Expenditure Surge**: The report projects that by 2026, total data center capital expenditures from six giants (Amazon.com, Alphabet, Meta Platforms, Inc., Microsoft, Oracle, CoreWeave) will reach $505 billion, representing 24% year-over-year growth. The firm notes that constructing each gigawatt (GW)-scale data center still requires approximately $40-50 billion in capital expenditure.\n**Increased Importance of Custom Chips**: The research suggests growing likelihood that third-party companies will test and adopt custom ASIC chips like Alphabet's TPU and Amazon.com's Trainium. Despite barriers created by NVIDIA's software ecosystem, cost-effectiveness and capacity constraints will drive customers to seek ASIC solutions, particularly for inference workloads. Morgan Stanley notes that progress by Alphabet and Amazon.com in this area would represent complete upside beyond their current valuations.\n**Capital Expenditure Surge Pressures Free Cash Flow**\nMassive capital expenditures represent tech giants' heavy bets on AI's future, but directly impact their financial positions. Morgan Stanley's models show that from 2024 to 2027, capital expenditures from six major tech giants are projected to grow at a 34% compound annual growth rate.\nThe research calculates that investments of this scale will significantly affect companies' free cash flow. By 2026, infrastructure capital expenditures for Alphabet, Meta Platforms, Inc., and Amazon.com are projected to represent approximately 57%, 73%, and 78% of their respective pre-tax free cash flow (FCF). This indicates these companies' willingness to sacrifice short-term profitability in exchange for long-term technological and market advantages to maintain leadership in the AI race.\n**Amazon.com: AWS Acceleration and Retail Margin Improvement**\nAmazon.com is Morgan Stanley's top pick among large-cap tech stocks, with a $300 price target and \"Overweight\" rating. The bullish thesis rests on two main pillars: AWS business re-acceleration and continued North American retail business margin improvement.\nFor AWS, the report analyzes its data center construction pace, anticipating substantial new data center space additions in 2025 and 2026, providing physical foundation for achieving 20%+ revenue growth in 2026, above the firm's current 19% base forecast.\nRegarding retail operations, the research indicates Amazon.com's North American retail business margins have significant room for improvement. As of Q2 2025, this business segment's margin stood at -1%, well below the approximately 1% level from 2018. Morgan Stanley's base model projects recovery to 2018 levels only by 2028, suggesting potential for further upward revisions to 2026/2027 earnings per share forecasts.\n**Meta Platforms, Inc.: Core Business Improvements and \"Call Options\"**\nMorgan Stanley maintains an \"Overweight\" rating on Meta Platforms, Inc. with an $850 price target. The firm believes investors should focus on core platform improvements, next-generation Llama model releases, and multiple underpriced \"call options.\"\nThe report states that Meta Platforms, Inc.'s use of GPUs to drive core advertising business improvements still offers enormous room to enhance user engagement and monetization capabilities. Simultaneously, markets anticipate the company will release a thoroughly tested and improved next-generation Llama model in early 2026.\nAdditionally, new businesses like Meta AI search and Business Messaging represent important long-term growth drivers. Morgan Stanley calculates that Meta AI search alone could create approximately $22 billion in annual revenue opportunity by 2028. Survey data also shows that despite Meta AI's later launch, its user adoption rates have rapidly matched ChatGPT and Alphabet's Gemini.\n**Alphabet: Search Innovation and Cloud Growth Prospects**\nMorgan Stanley maintains an \"Overweight\" rating on Alphabet with a $210 price target. The firm focuses on three core issues: AI-driven search growth, potential shifts in user commercial behavior, and Google Cloud Platform (GCP) growth.\nThe research indicates that Alphabet's innovations in AI Overviews, AI Mode, and other areas should drive accelerated search revenue growth, with predictions of 12% and 9% search revenue growth rates for H2 2025 and 2026 respectively. Morgan Stanley's survey data shows that for commercial behaviors like product research and price comparison, Alphabet remains consumers' preferred platform, leading Amazon.com and other competitors.\nIn cloud business, Alphabet's Gemini models and TPU chips are viewed as key drivers for GCP growth. The report mentions that companies like Meta Platforms, Inc. have signed cooperation agreements with GCP, potentially contributing approximately 300 basis points to Alphabet's 2026 cloud business growth. The firm believes markets have not fully priced Alphabet's advantages in custom chips, constituting a potential upside catalyst.","news_type":1,"symbols_score_info":{"159792":1,"160636":1,"MS":1,"GOOGL":1,"FB":1,"META":1,"USAW.SI":1,"AMZN":1,"USJW.SI":1,"GOOG":1}},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479251039723736,"gmtCreate":1758031465491,"gmtModify":1758031469222,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Stable coins x google","listText":"Stable coins x google","text":"Stable coins x google","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/479251039723736","repostId":"2567488625","repostType":2,"repost":{"id":"2567488625","kind":"highlight","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":1758027720,"share":"https://ttm.financial/m/news/2567488625?lang=en_US&edition=fundamental","pubTime":"2025-09-16 21:02","market":"us","language":"en","title":"Google Launches AI Payment Protocol Supporting Stablecoins, Partners Include Coinbase and Salesforce","url":"https://stock-news.laohu8.com/highlight/detail?id=2567488625","media":"Tiger Newspress","summary":"BlockBeats News, September 16th, according to Fortune magazine, Google has unveiled a new payment scheme aimed at making it easier for different AI applications to send and receive funds. This open-source protocol not only supports traditional payment methods such as credit cards and debit cards, but also supports stablecoins—cryptocurrencies pegged to underlying assets like the US dollar.To achieve stablecoin compatibility, Google has partnered with the cryptocurrency exchange platform Coinbase, which has also developed its own AI and crypto payment solution. Additionally, Google has collaborated with other crypto companies, including the Ethereum Foundation. In other parts of the protocol, Google has engaged with over 60 institutions such as Salesforce, American Express, and Etsy.James Tromans, Head of Google Cloud Web3, said: \"We designed this protocol from the ground up, taking into account both existing traditional payment capabilities and upcoming features such as stablecoins.\"","content":"<html><head></head><body><p>Google has unveiled a new payment scheme aimed at making it easier for different AI applications to send and receive funds. This open-source protocol not only supports traditional payment methods such as credit cards and debit cards, but also supports stablecoins—cryptocurrencies pegged to underlying assets like the US dollar.</p><p>To achieve stablecoin compatibility, Google has partnered with the cryptocurrency exchange platform <a href=\"https://laohu8.com/S/COIN\">Coinbase</a>, which has also developed its own AI and crypto payment solution. Coinbase stock jumped over 2% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8aecf9a626970ba963ffe032243fc8ec\" tg-width=\"861\" tg-height=\"618\"/></p><p>Additionally, Google has collaborated with other crypto companies, including the Ethereum Foundation. In other parts of the protocol, Google has engaged with over 60 institutions such as <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>, American Express, and Etsy.</p><p>James Tromans, Head of Google Cloud Web3, said: &#34;We designed this protocol from the ground up, taking into account both existing traditional payment capabilities and upcoming features such as stablecoins.&#34;</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>Google Launches AI Payment Protocol Supporting Stablecoins, Partners Include Coinbase and Salesforce</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\">\nGoogle Launches AI Payment Protocol Supporting Stablecoins, Partners Include Coinbase and Salesforce\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\">2025-09-16 21:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Google has unveiled a new payment scheme aimed at making it easier for different AI applications to send and receive funds. This open-source protocol not only supports traditional payment methods such as credit cards and debit cards, but also supports stablecoins—cryptocurrencies pegged to underlying assets like the US dollar.</p><p>To achieve stablecoin compatibility, Google has partnered with the cryptocurrency exchange platform <a href=\"https://laohu8.com/S/COIN\">Coinbase</a>, which has also developed its own AI and crypto payment solution. Coinbase stock jumped over 2% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8aecf9a626970ba963ffe032243fc8ec\" tg-width=\"861\" tg-height=\"618\"/></p><p>Additionally, Google has collaborated with other crypto companies, including the Ethereum Foundation. In other parts of the protocol, Google has engaged with over 60 institutions such as <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>, American Express, and Etsy.</p><p>James Tromans, Head of Google Cloud Web3, said: &#34;We designed this protocol from the ground up, taking into account both existing traditional payment capabilities and upcoming features such as stablecoins.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","CRM":"赛富时","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","BK4503":"景林资产持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","GOOG":"谷歌","LU1261432733.SGD":"Fidelity World A-ACC-SGD","SG9999002232.USD":"Allianz Global High Payout USD","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","BK4596":"哈里斯概念","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1861217088.USD":"贝莱德金融科技A2","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4574":"无人驾驶","GOOGL":"谷歌A","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","COIN":"Coinbase Global, Inc.","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close"},"source_url":"https://www.theblockbeats.info//en/flash/312521","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2567488625","content_text":"Google has unveiled a new payment scheme aimed at making it easier for different AI applications to send and receive funds. This open-source protocol not only supports traditional payment methods such as credit cards and debit cards, but also supports stablecoins—cryptocurrencies pegged to underlying assets like the US dollar.To achieve stablecoin compatibility, Google has partnered with the cryptocurrency exchange platform Coinbase, which has also developed its own AI and crypto payment solution. Coinbase stock jumped over 2% in premarket trading.Additionally, Google has collaborated with other crypto companies, including the Ethereum Foundation. In other parts of the protocol, Google has engaged with over 60 institutions such as Salesforce, American Express, and Etsy.James Tromans, Head of Google Cloud Web3, said: \"We designed this protocol from the ground up, taking into account both existing traditional payment capabilities and upcoming features such as stablecoins.\"","news_type":1,"symbols_score_info":{"GOOG":0.9,"COIN":1.5,"GOOGL":0.9,"CRM":1.1}},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479242624831560,"gmtCreate":1758029492919,"gmtModify":1758029496655,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Good Read","listText":"Good Read","text":"Good Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/479242624831560","repostId":"479178765988000","repostType":1,"repost":{"id":479178765988000,"gmtCreate":1758007573417,"gmtModify":1758034803282,"author":{"id":"3581560330669557","authorId":"3581560330669557","name":"Terra_Incognita","avatar":"https://community-static.tradeup.com/news/b5e59779a1eaa1b3dc28886ab0efa184","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581560330669557","idStr":"3581560330669557"},"themes":[],"title":"Options Demystified - Can You Make Profit as an Options Trader?","htmlText":"🚀 Unlock the Power of Options Trading: From Beginner to Strategic Trader Are you ready to discover a new dimension of investing that could potentially amplify your returns while managing risk? I'm excited to announce an exclusive collaboration with Tiger Brokers to bring you a comprehensive 3-part Options Trading workshop series designed specifically for beginners who want to start their options journey the right way. Why Options Trading? Leverage your capital - Control more shares with less money Generate income from stocks you already own Hedge your portfolio against market downturns Profit in any market condition - up, down, or sideways What You'll Gain From This Series: 📚 Session 1: Start Smart with Options: Mindset, Basics &amp; Rookie Mistakes Friday, 19th September | 8:00 PM - 9:00","listText":"🚀 Unlock the Power of Options Trading: From Beginner to Strategic Trader Are you ready to discover a new dimension of investing that could potentially amplify your returns while managing risk? I'm excited to announce an exclusive collaboration with Tiger Brokers to bring you a comprehensive 3-part Options Trading workshop series designed specifically for beginners who want to start their options journey the right way. Why Options Trading? Leverage your capital - Control more shares with less money Generate income from stocks you already own Hedge your portfolio against market downturns Profit in any market condition - up, down, or sideways What You'll Gain From This Series: 📚 Session 1: Start Smart with Options: Mindset, Basics &amp; Rookie Mistakes Friday, 19th September | 8:00 PM - 9:00","text":"🚀 Unlock the Power of Options Trading: From Beginner to Strategic Trader Are you ready to discover a new dimension of investing that could potentially amplify your returns while managing risk? I'm excited to announce an exclusive collaboration with Tiger Brokers to bring you a comprehensive 3-part Options Trading workshop series designed specifically for beginners who want to start their options journey the right way. Why Options Trading? Leverage your capital - Control more shares with less money Generate income from stocks you already own Hedge your portfolio against market downturns Profit in any market condition - up, down, or sideways What You'll Gain From This Series: 📚 Session 1: Start Smart with Options: Mindset, Basics & Rookie Mistakes Friday, 19th September | 8:00 PM - 9:00","images":[{"img":"https://community-static.tradeup.com/news/e03e48f7a3d33593fe9d8645d2032987","width":"1280","height":"720"},{"img":"https://community-static.tradeup.com/news/a84686f124b031781e40f4ae3d60b5b2","width":"533","height":"1080"},{"img":"https://community-static.tradeup.com/news/45cf6d86a72661ae90319c6bf856f254","width":"1280","height":"720"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/479178765988000","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479213261607480,"gmtCreate":1758022245470,"gmtModify":1758022248933,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Mag 7 post Fed","listText":"Mag 7 post Fed","text":"Mag 7 post Fed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/479213261607480","repostId":"2567433941","repostType":2,"repost":{"id":"2567433941","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":1758013343,"share":"https://ttm.financial/m/news/2567433941?lang=en_US&edition=fundamental","pubTime":"2025-09-16 17:02","market":"hk","language":"en","title":"Will Mag 7 Stocks Rally Post Fed? What the Charts of Microsoft, Tesla, Meta Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2567433941","media":"Dow Jones","summary":"The mega-cap \"Magnificent Seven\" stocks didn't earn their nickname by chance. These market heavyweights have carried much of the load during this year's equity rally and this trend may accelerate as 2025 winds down.The Roundhill Magnificent Seven ETF is edging out the Nasdaq Composite year to date, with a 16% gain versus the index's 15%. This narrow outperformance speaks to broad participation across the technology sector. But if seasonal weakness begins to perk up, perhaps combined with a less dovish than anticipated Federal Reserve this week, investors can be expected to rotate defensively back into the Mag 7. Here's a closer look at the names that appear most technically compelling right now.Technically, round-number theory has been a factor. Meta bounced decisively off the $500 level in Q2 and recently traded between the $700 and $800 figures. The stock has formed a double bottom but investors may want to wait until it crosses above the $766.61 pivot handle before taking long posit","content":"<html><head></head><body><p>The mega-cap &#34;Magnificent Seven&#34; stocks didn&#39;t earn their nickname by chance. These market heavyweights have carried much of the load during this year&#39;s equity rally and this trend may accelerate as 2025 winds down.</p><p>The <a href=\"https://laohu8.com/S/MAGS\">Roundhill Magnificent Seven ETF</a> is edging out the Nasdaq Composite year to date, with a 16% gain versus the index&#39;s 15%. This narrow outperformance speaks to broad participation across the technology sector. But if seasonal weakness begins to perk up, perhaps combined with a less dovish than anticipated Federal Reserve this week, investors can be expected to rotate defensively back into the Mag 7. Here&#39;s a closer look at the names that appear most technically compelling right now.</p><p>Microsoft, the third-largest holding in the  <a href=\"https://laohu8.com/S/IGM\">iShares Expanded Tech Sector ETF</a> , is down 8% from its all-time high after a sharp earnings-related reversal on July 31. However, the stock rebounded 3% last week to snap its first five-week losing streak since Q1.</p><p>MSFT is holding firm at the very round $500 level ( an area I wrote about in early August), a successful retest of the prior bull flag breakout from early July. Bulls will take comfort in the stock&#39;s resilience, particularly after the bearish engulfing candle on Sept. 5 failed to gain traction. Last Monday&#39;s doji candle suggests the selling pressure is abating, potentially to be replaced with the formation of the right side of a cup base. If momentum builds, a move toward $550 by year end is a logical target.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6ac3aa0e7ea3b5cf14445349e68e1016\" alt=\"Microsoft movement suggests the formation of a cup base.\" title=\"Microsoft movement suggests the formation of a cup base.\" tg-width=\"700\" tg-height=\"541\"/><span>Microsoft movement suggests the formation of a cup base.</span></p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> rallied on Monday morning on news that CEO Elon Musk bought the stock for the first time since early 2020. The stock already touched my $425 year-end target, sooner than expected, and is looking to build on an impressive 18% gain over the past two weeks.</p><p>The weekly chart suggests a potential path toward the very round $500 level by the end of the year. Notice how Tesla backed off sharply near that mark in the final weeks of 2024, including a notable intraweek reversal to close $67 off its highs during the week ending Dec. 20. This was followed by a doji candle, signaling buyer exhaustion. But this area now serves as the upper rim of what could be a 10-month cup base formation. If Tesla can break above that resistance zone, a longer-term move toward $800 by the end of 2026 may be in play.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eeec9816dcf71c3f1e4061f4a503afb0\" alt=\"Tesla forming a 10-month cup base.\" title=\"Tesla forming a 10-month cup base.\" tg-width=\"700\" tg-height=\"541\"/><span>Tesla forming a 10-month cup base.</span></p><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> is having a standout 2025, almost doubling the performance of the Nasdaq. While the stock has tracked the index over the last month, down 3%, this appears to be a prudent pause following a strong move off the April lows.</p><p>Technically, round-number theory has been a factor. Meta bounced decisively off the $500 level in Q2 and recently traded between the $700 and $800 figures. The stock has formed a double bottom but investors may want to wait until it crosses above the $766.61 pivot handle before taking long positions. It nearly closed the July 30 gap and is now holding above $750, a level that acted as resistance in both February and June. Should this consolidation resolve higher, a move toward $1,000 by Q1 2026 is well within reach.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/628e40ac1ffc873779eddcefd509b6ef\" alt=\"Meta is holding above previous resistance levels.\" title=\"Meta is holding above previous resistance levels.\" tg-width=\"700\" tg-height=\"541\"/><span>Meta is holding above previous resistance levels.</span></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>Will Mag 7 Stocks Rally Post Fed? What the Charts of Microsoft, Tesla, Meta Say</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 Mag 7 Stocks Rally Post Fed? What the Charts of Microsoft, Tesla, Meta Say\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\">2025-09-16 17:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The mega-cap &#34;Magnificent Seven&#34; stocks didn&#39;t earn their nickname by chance. These market heavyweights have carried much of the load during this year&#39;s equity rally and this trend may accelerate as 2025 winds down.</p><p>The <a href=\"https://laohu8.com/S/MAGS\">Roundhill Magnificent Seven ETF</a> is edging out the Nasdaq Composite year to date, with a 16% gain versus the index&#39;s 15%. This narrow outperformance speaks to broad participation across the technology sector. But if seasonal weakness begins to perk up, perhaps combined with a less dovish than anticipated Federal Reserve this week, investors can be expected to rotate defensively back into the Mag 7. Here&#39;s a closer look at the names that appear most technically compelling right now.</p><p>Microsoft, the third-largest holding in the  <a href=\"https://laohu8.com/S/IGM\">iShares Expanded Tech Sector ETF</a> , is down 8% from its all-time high after a sharp earnings-related reversal on July 31. However, the stock rebounded 3% last week to snap its first five-week losing streak since Q1.</p><p>MSFT is holding firm at the very round $500 level ( an area I wrote about in early August), a successful retest of the prior bull flag breakout from early July. Bulls will take comfort in the stock&#39;s resilience, particularly after the bearish engulfing candle on Sept. 5 failed to gain traction. Last Monday&#39;s doji candle suggests the selling pressure is abating, potentially to be replaced with the formation of the right side of a cup base. If momentum builds, a move toward $550 by year end is a logical target.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6ac3aa0e7ea3b5cf14445349e68e1016\" alt=\"Microsoft movement suggests the formation of a cup base.\" title=\"Microsoft movement suggests the formation of a cup base.\" tg-width=\"700\" tg-height=\"541\"/><span>Microsoft movement suggests the formation of a cup base.</span></p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> rallied on Monday morning on news that CEO Elon Musk bought the stock for the first time since early 2020. The stock already touched my $425 year-end target, sooner than expected, and is looking to build on an impressive 18% gain over the past two weeks.</p><p>The weekly chart suggests a potential path toward the very round $500 level by the end of the year. Notice how Tesla backed off sharply near that mark in the final weeks of 2024, including a notable intraweek reversal to close $67 off its highs during the week ending Dec. 20. This was followed by a doji candle, signaling buyer exhaustion. But this area now serves as the upper rim of what could be a 10-month cup base formation. If Tesla can break above that resistance zone, a longer-term move toward $800 by the end of 2026 may be in play.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eeec9816dcf71c3f1e4061f4a503afb0\" alt=\"Tesla forming a 10-month cup base.\" title=\"Tesla forming a 10-month cup base.\" tg-width=\"700\" tg-height=\"541\"/><span>Tesla forming a 10-month cup base.</span></p><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> is having a standout 2025, almost doubling the performance of the Nasdaq. While the stock has tracked the index over the last month, down 3%, this appears to be a prudent pause following a strong move off the April lows.</p><p>Technically, round-number theory has been a factor. Meta bounced decisively off the $500 level in Q2 and recently traded between the $700 and $800 figures. The stock has formed a double bottom but investors may want to wait until it crosses above the $766.61 pivot handle before taking long positions. It nearly closed the July 30 gap and is now holding above $750, a level that acted as resistance in both February and June. Should this consolidation resolve higher, a move toward $1,000 by Q1 2026 is well within reach.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/628e40ac1ffc873779eddcefd509b6ef\" alt=\"Meta is holding above previous resistance levels.\" title=\"Meta is holding above previous resistance levels.\" tg-width=\"700\" tg-height=\"541\"/><span>Meta is holding above previous resistance levels.</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0557290698.USD":"施罗德环球可持续增长基金","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","MSFT":"微软","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","BK4585":"ETF&股票定投概念","META":"Meta Platforms, Inc.","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","TSLA":"特斯拉","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","TSLL":"2倍做多TSLA ETF-Direxion","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","SG9999001077.SGD":"United International Growth Fund SGD","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2567433941","content_text":"The mega-cap \"Magnificent Seven\" stocks didn't earn their nickname by chance. These market heavyweights have carried much of the load during this year's equity rally and this trend may accelerate as 2025 winds down.The Roundhill Magnificent Seven ETF is edging out the Nasdaq Composite year to date, with a 16% gain versus the index's 15%. This narrow outperformance speaks to broad participation across the technology sector. But if seasonal weakness begins to perk up, perhaps combined with a less dovish than anticipated Federal Reserve this week, investors can be expected to rotate defensively back into the Mag 7. Here's a closer look at the names that appear most technically compelling right now.Microsoft, the third-largest holding in the  iShares Expanded Tech Sector ETF , is down 8% from its all-time high after a sharp earnings-related reversal on July 31. However, the stock rebounded 3% last week to snap its first five-week losing streak since Q1.MSFT is holding firm at the very round $500 level ( an area I wrote about in early August), a successful retest of the prior bull flag breakout from early July. Bulls will take comfort in the stock's resilience, particularly after the bearish engulfing candle on Sept. 5 failed to gain traction. Last Monday's doji candle suggests the selling pressure is abating, potentially to be replaced with the formation of the right side of a cup base. If momentum builds, a move toward $550 by year end is a logical target.Microsoft movement suggests the formation of a cup base.Tesla rallied on Monday morning on news that CEO Elon Musk bought the stock for the first time since early 2020. The stock already touched my $425 year-end target, sooner than expected, and is looking to build on an impressive 18% gain over the past two weeks.The weekly chart suggests a potential path toward the very round $500 level by the end of the year. Notice how Tesla backed off sharply near that mark in the final weeks of 2024, including a notable intraweek reversal to close $67 off its highs during the week ending Dec. 20. This was followed by a doji candle, signaling buyer exhaustion. But this area now serves as the upper rim of what could be a 10-month cup base formation. If Tesla can break above that resistance zone, a longer-term move toward $800 by the end of 2026 may be in play.Tesla forming a 10-month cup base.Meta Platforms is having a standout 2025, almost doubling the performance of the Nasdaq. While the stock has tracked the index over the last month, down 3%, this appears to be a prudent pause following a strong move off the April lows.Technically, round-number theory has been a factor. Meta bounced decisively off the $500 level in Q2 and recently traded between the $700 and $800 figures. The stock has formed a double bottom but investors may want to wait until it crosses above the $766.61 pivot handle before taking long positions. It nearly closed the July 30 gap and is now holding above $750, a level that acted as resistance in both February and June. Should this consolidation resolve higher, a move toward $1,000 by Q1 2026 is well within reach.Meta is holding above previous resistance levels.","news_type":1,"symbols_score_info":{"US2Y.BOND":1,"MSFT":1,"US5Y.BOND":1,"US3Y.BOND":1,"TSLL":1,"US6M.BOND":1,"US12M.BOND":1,"US7Y.BOND":1,"META":1,"TSLA":1,"US30Y.BOND":1,"US10Y.BOND":1}},"isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":478679769760320,"gmtCreate":1757896903341,"gmtModify":1757896906873,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Robots&nbsp;","listText":"Robots&nbsp;","text":"Robots","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/478679769760320","repostId":"2567157751","repostType":2,"repost":{"id":"2567157751","kind":"highlight","pubTimestamp":1757880120,"share":"https://ttm.financial/m/news/2567157751?lang=en_US&edition=fundamental","pubTime":"2025-09-15 04:02","market":"us","language":"en","title":"Alibaba's $100M Investment Fuels X Square Robot's Push For Embodied AI, Global Sales, And Next-Gen Humanoids","url":"https://stock-news.laohu8.com/highlight/detail?id=2567157751","media":"Benzinga_recent_news","summary":"X Square Robot, a Shenzhen-based humanoid startup, secured approximately $100 million in funding led by Alibaba Group Holding BABA through Alibaba Cloud in a deal that strengthens the company's expansion in the robotics market.The latest investment brings the startup’s total funding to around $280 million across several financing rounds since launching in December 2023, X Square Robot Chief Operating Officer Yang Qian told CNBC earlier this week.HongShan, formerly Sequoia Capital China, joined the funding round alongside Meituan, Legend Star, Legend Capital, and INCE Capital. Qian confirmed the company is already generating revenue from sales to educational institutions, hospitality venues, and senior care facilities.Venture capitalists are pouring unprecedented amounts into humanoid robotics as the integration of generative artificial intelligence promises to revolutionize human-machine interactions. X Square Robot exemplifies this trend, having completed eight funding rounds in less ","content":"<div>\n<p>X Square Robot, a Shenzhen-based humanoid startup, secured approximately $100 million in funding led by Alibaba Group Holding BABA through Alibaba Cloud in a deal that strengthens the company's ...</p>\n\n<a href=\"https://www.benzinga.com/news/topics/25/09/47659057/alibabas-100m-investment-fuels-x-square-robots-push-for-embodied-ai-global-sales-and-next-gen-humanoids\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","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's $100M Investment Fuels X Square Robot's Push For Embodied AI, Global Sales, And Next-Gen Humanoids</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\">\nAlibaba's $100M Investment Fuels X Square Robot's Push For Embodied AI, Global Sales, And Next-Gen Humanoids\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-15 04:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/topics/25/09/47659057/alibabas-100m-investment-fuels-x-square-robots-push-for-embodied-ai-global-sales-and-next-gen-humanoids><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>X Square Robot, a Shenzhen-based humanoid startup, secured approximately $100 million in funding led by Alibaba Group Holding BABA through Alibaba Cloud in a deal that strengthens the company's ...</p>\n\n<a href=\"https://www.benzinga.com/news/topics/25/09/47659057/alibabas-100m-investment-fuels-x-square-robots-push-for-embodied-ai-global-sales-and-next-gen-humanoids\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn.benzinga.com/files/images/story/2025/09/14/Alibaba-Cloud.jpeg?optimize=medium&dpr=2&auto=webp&width=240","relate_stocks":{"BABA":"阿里巴巴","GEN":"GEN DIGITAL INC"},"source_url":"https://www.benzinga.com/news/topics/25/09/47659057/alibabas-100m-investment-fuels-x-square-robots-push-for-embodied-ai-global-sales-and-next-gen-humanoids","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2567157751","content_text":"X Square Robot, a Shenzhen-based humanoid startup, secured approximately $100 million in funding led by Alibaba Group Holding BABA through Alibaba Cloud in a deal that strengthens the company's expansion in the robotics market.\nThe latest investment brings the startup’s total funding to around $280 million across several financing rounds since launching in December 2023, X Square Robot Chief Operating Officer Yang Qian told CNBC earlier this week.\nHongShan, formerly Sequoia Capital China, joined the funding round alongside Meituan, Legend Star, Legend Capital, and INCE Capital. Qian confirmed the company is already generating revenue from sales to educational institutions, hospitality venues, and senior care facilities.\nDon't Miss:\nVenture capitalists are pouring unprecedented amounts into humanoid robotics as the integration of generative artificial intelligence promises to revolutionize human-machine interactions. X Square Robot exemplifies this trend, having completed eight funding rounds in less than two years of operation.\n“Right now we need robots to operate and complete complex tasks autonomously,” Yang told CNBC. She emphasized that after decades of developing robots capable of only limited functions like grasping objects, the industry has recognized that AI is essential for expanding machine capabilities.\nThe company on Monday announced WALL-OSS, an end-to-end embodied foundation model, with code linked via GitHub and Hugging Face. The project focuses on vision-language-action alignment for manipulation tasks in real-world settings. Embodied AI here means models that perceive, reason, and act through physical systems such as robots.\nTrending: ‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. You can invest today for just $0.30/share.\nX Square Robot also unveiled its Quanta X2 robot, featuring 360-degree cleaning capabilities with attachable mop heads and advanced hands capable of perceiving subtle pressure changes. According to CNBC, this represents a significant step toward more human-like functionality in commercial robotics applications.\nCurrently, the company’s humanoid robots carry an $80,000 price tag according to research firm Humanoid Guide. Competitor Unitree offers a humanoid model for $16,000, though the advanced capabilities of that unit remain unclear. X Square Robot acknowledged it does not yet have a product ready for mass market delivery, with specific pricing determined by individual use cases, CNBC reported.\nYang expects consumer adoption to accelerate once robot prices drop to approximately $10,000, achieved primarily through hardware cost reductions. She projects this milestone is achievable within three to five years, coinciding with the X Square Robot's prediction that “robotic butlers” will become reality within the same timeframe.\nSee Also: Kevin O'Leary Says Real Estate's Been a Smart Bet for 200 Years — This Platform Lets Anyone Tap Into It\nThe startup plans to begin preparing for an initial public offering next year, though Yang noted the company has not determined the listing location. X Square Robot is already expanding internationally, with ongoing discussions with potential customers in Japan and Singapore.\nYang acknowledged that AI for robotics currently lags behind generative AI advancements in chatting and code generation. She estimates robotic AI technology will require at least 12 months to achieve ChatGPT 3.5-type capabilities, noting that “embodied AI” lacks clear benchmarks for measuring relative progress.\nWhile X Square Robot utilizes Nvidia NVDA chips for computing functions, other operations rely on less powerful automotive chips that can be sourced domestically within China, Yang told CNBC. This hybrid approach provides the company with supply chain flexibility as it scales operations to meet growing demand across educational, hospitality, and healthcare sectors.\nRead Next: The ECG Hasn't Changed in 100 Years — This AI Upgrade Could Help Detect Heart Disease Years Earlier\nImage: Shutterstock","news_type":1,"symbols_score_info":{"BABA":1,"GEN":1}},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":477759342170320,"gmtCreate":1757646855565,"gmtModify":1757646859337,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Chip testing","listText":"Chip testing","text":"Chip testing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/477759342170320","repostId":"1153690957","repostType":2,"repost":{"id":"1153690957","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1757640816,"share":"https://ttm.financial/m/news/1153690957?lang=en_US&edition=fundamental","pubTime":"2025-09-12 09:33","market":"sg","language":"en","title":"Stock Track | Baidu Surges 5.07% as Company Deploys Self-Developed Chips for AI Training","url":"https://stock-news.laohu8.com/highlight/detail?id=1153690957","media":"Stock Track","summary":"Baidu (09888.HK) shares soared 5.07% in pre-market trading on Friday, following reports that the Chinese tech giant has begun using internally designed chips to train its artificial intelligence (AI)...","content":"<p>Baidu (09888.HK) shares soared 5.07% in pre-market trading on Friday, following reports that the Chinese tech giant has begun using internally designed chips to train its artificial intelligence (AI) models. This strategic move partially replaces the use of Nvidia's chips and marks a significant shift in China's AI landscape.</p>\n\n<p>According to The Information, citing four people with direct knowledge of the matter, Baidu is experimenting with training new versions of its Ernie AI model using its Kunlun P800 chip. This development comes amid increasing U.S. export restrictions on advanced AI chips to China, prompting Chinese companies to accelerate the development of their own AI chip capabilities.</p>\n\n<p>The market's positive reaction reflects investors' optimism about Baidu's technological advancements and potential cost savings. By reducing reliance on Nvidia's processors, Baidu could strengthen its position in the competitive AI market while mitigating risks associated with supply chain disruptions. However, sources indicate that Baidu has not completely abandoned Nvidia, still using their chips for developing the most cutting-edge models.</p>\n\n<p>China Merchants Securities commented on the broader implications, noting that the rise of AI chip self-development signifies a transition in the AI infrastructure industry from \"single GPU supply constraints\" to \"diversified customized chip solutions.\" This shift could reshape the competitive landscape and investment logic in the AI sector, potentially benefiting companies like Baidu that are at the forefront of this technological evolution.</p>","source":"ai_movement_en","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>Stock Track | Baidu Surges 5.07% as Company Deploys Self-Developed Chips for AI Training</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\">\nStock Track | Baidu Surges 5.07% as Company Deploys Self-Developed Chips for AI Training\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2025-09-12 09:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Baidu (09888.HK) shares soared 5.07% in pre-market trading on Friday, following reports that the Chinese tech giant has begun using internally designed chips to train its artificial intelligence (AI) models. This strategic move partially replaces the use of Nvidia's chips and marks a significant shift in China's AI landscape.</p>\n\n<p>According to The Information, citing four people with direct knowledge of the matter, Baidu is experimenting with training new versions of its Ernie AI model using its Kunlun P800 chip. This development comes amid increasing U.S. export restrictions on advanced AI chips to China, prompting Chinese companies to accelerate the development of their own AI chip capabilities.</p>\n\n<p>The market's positive reaction reflects investors' optimism about Baidu's technological advancements and potential cost savings. By reducing reliance on Nvidia's processors, Baidu could strengthen its position in the competitive AI market while mitigating risks associated with supply chain disruptions. However, sources indicate that Baidu has not completely abandoned Nvidia, still using their chips for developing the most cutting-edge models.</p>\n\n<p>China Merchants Securities commented on the broader implications, noting that the rise of AI chip self-development signifies a transition in the AI infrastructure industry from \"single GPU supply constraints\" to \"diversified customized chip solutions.\" This shift could reshape the competitive landscape and investment logic in the AI sector, potentially benefiting companies like Baidu that are at the forefront of this technological evolution.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09888":"百度集团-SW"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153690957","content_text":"Baidu (09888.HK) shares soared 5.07% in pre-market trading on Friday, following reports that the Chinese tech giant has begun using internally designed chips to train its artificial intelligence (AI) models. This strategic move partially replaces the use of Nvidia's chips and marks a significant shift in China's AI landscape.\nAccording to The Information, citing four people with direct knowledge of the matter, Baidu is experimenting with training new versions of its Ernie AI model using its Kunlun P800 chip. This development comes amid increasing U.S. export restrictions on advanced AI chips to China, prompting Chinese companies to accelerate the development of their own AI chip capabilities.\nThe market's positive reaction reflects investors' optimism about Baidu's technological advancements and potential cost savings. By reducing reliance on Nvidia's processors, Baidu could strengthen its position in the competitive AI market while mitigating risks associated with supply chain disruptions. However, sources indicate that Baidu has not completely abandoned Nvidia, still using their chips for developing the most cutting-edge models.\nChina Merchants Securities commented on the broader implications, noting that the rise of AI chip self-development signifies a transition in the AI infrastructure industry from \"single GPU supply constraints\" to \"diversified customized chip solutions.\" This shift could reshape the competitive landscape and investment logic in the AI sector, potentially benefiting companies like Baidu that are at the forefront of this technological evolution.","news_type":1,"symbols_score_info":{"09888":1}},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":477759262991240,"gmtCreate":1757646749622,"gmtModify":1757651399244,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Chinese top AI strategies","listText":"Chinese top AI strategies","text":"Chinese top AI strategies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/477759262991240","repostId":"1188524477","repostType":2,"repost":{"id":"1188524477","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1757632922,"share":"https://ttm.financial/m/news/1188524477?lang=en_US&edition=fundamental","pubTime":"2025-09-12 07:22","market":"hk","language":"en","title":"Tencent and Alibaba Earnings Reveal AI Strategies: Who's Profiting, Who's Burning Cash?","url":"https://stock-news.laohu8.com/highlight/detail?id=1188524477","media":"Deep News","summary":"In August, internet giants Tencent and Alibaba emerged triumphant. Their earnings results satisfied investors, driving significant stock gains. AI business became a new growth engine for both...","content":"<p>In August, internet giants Tencent and Alibaba emerged triumphant.</p>\n<p>Their earnings results satisfied investors, driving significant stock gains. AI business became a new growth engine for both companies' performance. From AI infrastructure to large language models, cloud services, and application software, both sides invested heavily in AI and reaped returns.</p>\n<p>The latest earnings from Tencent and Alibaba show that both companies are not just investing in AI and restructuring their business ecosystems with AI, but are also presenting a strong stance of \"securing their AI entry tickets.\"</p>\n<p>Although it remains difficult to accurately quantify AI-generated revenue, investors still cast their confidence votes.</p>\n<p>After releasing earnings, Tencent's stock reached HK$600 per share during trading on the first post-earnings day (August 14) in Hong Kong, hitting a nearly four-year high with year-to-date gains exceeding 41%. Following Alibaba's first quarter fiscal 2026 earnings announcement (ending June 2025), despite profit declines and revenue performance falling short of market expectations causing brief pre-market declines in US trading (August 29), the stock quickly rebounded and surged throughout the day, ultimately closing up nearly 13%, marking its best single-day performance since March 2023, with stock price nearly doubling year-to-date.</p>\n<p>The latest earnings from Tencent and Alibaba opened not only their respective performance scorecards, but also served as a battlefield report on their AI arms race.</p>\n<p>This AI arms race status report shows that Tencent and Alibaba have unhesitatingly bet on AI's future, setting no limits for themselves in this costly competition.</p>\n<p>**AI: New Growth Engine**</p>\n<p>From second quarter performance, AI is no longer just a concept in both companies' earnings reports, but a substantial force driving growth. Both companies have found effective paths to convert AI into revenue, albeit through completely different models.</p>\n<p>Tencent's AI story doesn't focus on single department growth, but positions AI as an efficiency \"lubricant,\" comprehensively empowering existing businesses centered on gaming and advertising, creating more stable growth.</p>\n<p>The most significant example is its marketing services (advertising) revenue surging 20% year-over-year. Tencent explicitly stated in earnings that this benefited from \"AI-driven advertising platform optimization.\" AI is used for ad creation, placement, recommendations, and performance analysis, improving click-through rates, conversion rates, and advertiser investment, significantly enhancing advertiser ROI. This made Tencent's massive social traffic more valuable than ever, driving advertiser demand for Video Accounts, Mini Programs, and WeChat Search.</p>\n<p>Gaming, as Tencent's pillar business, maintained over 20% growth for the third consecutive quarter. Its evergreen games like \"Honor of Kings\" and \"PUBG Mobile\" further evolved into platforms while increasing AI application intensity.</p>\n<p>Tencent is widely deploying AI tools to accelerate game content production, create more realistic virtual characters, and employ AI-driven marketing to attract new players and enhance engagement. This directly improved development efficiency and user experience while boosting gaming revenue growth.</p>\n<p>Notably, Tencent proactively disclosed in earnings that GPU leasing and API token calls drove enterprise services revenue growth recovery—such granular disclosure was uncommon previously.</p>\n<p>As Pony Ma stated, Tencent \"continues investing in AI and benefiting from it.\" Its greatest opportunity lies in AI permeating like a catalyst across all business lines, making each segment operate more efficiently with stronger profitability.</p>\n<p>In contrast, Alibaba's earnings showed that Cloud Intelligence Group achieved quarterly revenue of RMB 33.398 billion, with growth accelerating to 26%, hitting a three-year high, primarily driven by accelerated public cloud business revenue growth. AI-related product adoption increased, with related revenue maintaining triple-digit growth for eight consecutive quarters. Second quarter AI-related product revenue already accounts for over 20% of Alibaba Cloud's external commercial revenue.</p>\n<p>During the earnings call, Alibaba Group CEO and Cloud Intelligence Group CEO Eddie Wu stated that on one hand, enterprise demand for AI-related products remains strong, including training and inference needs. On the other hand, compared to traditional cloud computing, AI will help increase cloud market concentration, as AI technology requires developers to use much more complex technology stacks when developing applications, driving them to choose vendors with comprehensive technical product portfolios. Alibaba Cloud has leading advantages in big data, databases, AI technology stacks, computing power, model capabilities, and open-source ecosystems.</p>\n<p>Meanwhile, Alibaba's consumer-facing applications achieved multiple AI advancements: AutoNavi maps became fully AI-powered, DingTalk completed AI upgrades, and Taobao platform realized AI search and AI advertising platform upgrades, improving consumer experience and merchant operational efficiency.</p>\n<p>However, unlike the direct forms of B2B businesses like Alibaba Cloud and Tencent Cloud renting AI servers and selling AI software and services to enterprises, how AI-powered consumer applications and native AI applications (Tencent Yuanbao, Alibaba Tongyi, etc.) monetize and generate revenue remains unclear.</p>\n<p>Currently, both sides have different investments in consumer applications. In Q1, Tencent heavily invested in user acquisition for native AI application Yuanbao, with monthly active users once exceeding 40 million. However, Tencent slowed its aggressive user acquisition pace for Yuanbao in Q2. According to QuestMobile's \"AI Application Market Semi-Annual Report\" released August 5, Tencent Yuanbao reached 24.805 million monthly active users in June, with a compound growth rate of 55%. Alibaba's native AI application Tongyi has relatively smaller monthly active scale, approximately 1-5 million range, with minimal market promotion observed.</p>\n<p>**Heavy Burden and Challenges of Embracing AI Future**</p>\n<p>While AI opportunity windows opened for both companies, entry tickets are extremely expensive, and earnings reports openly exposed the enormous challenges of this arms race.</p>\n<p>For years, Alibaba led in revenue through e-commerce scale but consistently lagged Tencent in profitability, with this gap widening further this quarter.</p>\n<p>This quarter, Alibaba achieved net profit of RMB 33.51 billion, down 18% year-over-year. The reason is Alibaba's AI investment remains at high levels, while amid the ongoing \"food delivery war,\" Alibaba increased investment in instant retail (including food delivery business) in Q2. This dual-front warfare in AI investment and e-commerce competition doubled financial pressure.</p>\n<p>The core cost reflects in free cash flow. In Q2, Alibaba's net free cash flow plummeted from RMB 17.4 billion in the same period last year to a net outflow of RMB 18.8 billion. This means Alibaba's cash consumption far exceeded operational cash flow to support AI infrastructure construction and competition in instant e-commerce, entering large-scale \"cash burning\" phase.</p>\n<p>To provide ammunition for long-term development of AI and cloud business while competing with Meituan and JD.com in instant retail, Alibaba chose to sacrifice short-term profits, behind which are costly subsidies and price wars. Particularly in instant retail, Goldman Sachs estimates Alibaba's food delivery business alone lost RMB 11 billion in the quarter ending June, predicting instant retail losses expanding to RMB 31 billion in the current quarter ending September.</p>\n<p>Alibaba is essentially using profits and cash reserves to buy an entry ticket to the \"AI+Cloud\" era while fighting another commercial war.</p>\n<p>However, from cash flow perspective, Alibaba has sufficient cash reserves, with Q2 operating cash flow of RMB 20.672 billion and cash and other liquid investments of RMB 585.663 billion.</p>\n<p>During the earnings call, Eddie Wu emphasized that the technology platform centered on AI+Cloud and the large consumption platform integrating shopping and lifestyle services are Alibaba's two historic opportunities, requiring saturated investment. Previously, during DeepSeek's popularity in the first half, Wu announced a three-year plan to invest RMB 380 billion combined in AI and cloud.</p>\n<p>Regarding \"food delivery war\" investment and results, CICC believes Alibaba gained initiative in this competition, evolving from a marginal second-place role in the food delivery industry to a dominant force determining industry progress. \"In the first stage of competition, Alibaba persists with saturated investment without considering short-term profits, causing industry-wide profitability to be quickly eroded. In the second stage, Alibaba focuses on efficiency optimization as core goal, expecting the industry to have strong motivation to follow.\"</p>\n<p>In comparison, excluding investment income impact, Tencent's Non-IFRS net profit attributable to shareholders reached RMB 63.052 billion, up 10% year-over-year, with profit growth accelerating from the previous quarter.</p>\n<p>Despite high profits, Tencent is also creating record-breaking capital expenditure. In Q2, capital expenditure including IT infrastructure and data centers surged 119% year-over-year to RMB 19.1 billion. Tencent explicitly stated this massive expenditure primarily supports AI-related business, particularly GPU and server procurement. However, Tencent indicated no change to full-year capital expenditure targets.</p>\n<p>While Tencent's capital expenditure is enormous, holding WeChat traffic ecosystem, its strong gaming+advertising core business generates abundant cash flow sufficient to cover these expenses. Its challenges lie more in ensuring high investment brings high returns and managing external supply chain risks.</p>\n<p>Actually, in advancing AI strategy, Tencent pays not only monetary costs but also bears potential strategic costs of supply chain risks. Market research company Canalys reported that GPU supply constraints affected Tencent Cloud growth. This means Tencent's AI strategy advancement speed is largely constrained by external advanced chip (mainly NVIDIA AI chips) supply, representing a significant hidden cost amid geopolitical uncertainties.</p>\n<p>Regarding chips, Tencent President Martin Lau stated Tencent has sufficient chip reserves for model training and upgrades. \"We also have many choices in inference chips, and we're making extensive software improvements and upgrades to enhance inference efficiency, enabling more workload allocation on the same number of chips.\"</p>\n<p>Besides multi-party cooperation, Alibaba has early positioning in self-developed chips, potentially providing more flexibility. Eddie Wu indicated that regarding policy changes around AI chips, backup plans have been formulated, cooperating with various partners and adapting to different supply chain solutions. Reports suggest Alibaba has launched self-developed AI inference chips.</p>\n<p>Comprehensively, during Alibaba's saturated investment in technology platforms centered on AI+Cloud and large consumption platforms integrating shopping and lifestyle services, cash flow and profits—two core financial health indicators—were directly impacted.</p>\n<p>This is a high-risk strategic transformation with everything at stake. However, Alibaba's stable e-commerce foundation and leading position in AI and cloud business remain its confidence sources.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tencent and Alibaba Earnings Reveal AI Strategies: Who's Profiting, Who's Burning Cash?</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\">\nTencent and Alibaba Earnings Reveal AI Strategies: Who's Profiting, Who's Burning Cash?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-09-12 07:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>In August, internet giants Tencent and Alibaba emerged triumphant.</p>\n<p>Their earnings results satisfied investors, driving significant stock gains. AI business became a new growth engine for both companies' performance. From AI infrastructure to large language models, cloud services, and application software, both sides invested heavily in AI and reaped returns.</p>\n<p>The latest earnings from Tencent and Alibaba show that both companies are not just investing in AI and restructuring their business ecosystems with AI, but are also presenting a strong stance of \"securing their AI entry tickets.\"</p>\n<p>Although it remains difficult to accurately quantify AI-generated revenue, investors still cast their confidence votes.</p>\n<p>After releasing earnings, Tencent's stock reached HK$600 per share during trading on the first post-earnings day (August 14) in Hong Kong, hitting a nearly four-year high with year-to-date gains exceeding 41%. Following Alibaba's first quarter fiscal 2026 earnings announcement (ending June 2025), despite profit declines and revenue performance falling short of market expectations causing brief pre-market declines in US trading (August 29), the stock quickly rebounded and surged throughout the day, ultimately closing up nearly 13%, marking its best single-day performance since March 2023, with stock price nearly doubling year-to-date.</p>\n<p>The latest earnings from Tencent and Alibaba opened not only their respective performance scorecards, but also served as a battlefield report on their AI arms race.</p>\n<p>This AI arms race status report shows that Tencent and Alibaba have unhesitatingly bet on AI's future, setting no limits for themselves in this costly competition.</p>\n<p>**AI: New Growth Engine**</p>\n<p>From second quarter performance, AI is no longer just a concept in both companies' earnings reports, but a substantial force driving growth. Both companies have found effective paths to convert AI into revenue, albeit through completely different models.</p>\n<p>Tencent's AI story doesn't focus on single department growth, but positions AI as an efficiency \"lubricant,\" comprehensively empowering existing businesses centered on gaming and advertising, creating more stable growth.</p>\n<p>The most significant example is its marketing services (advertising) revenue surging 20% year-over-year. Tencent explicitly stated in earnings that this benefited from \"AI-driven advertising platform optimization.\" AI is used for ad creation, placement, recommendations, and performance analysis, improving click-through rates, conversion rates, and advertiser investment, significantly enhancing advertiser ROI. This made Tencent's massive social traffic more valuable than ever, driving advertiser demand for Video Accounts, Mini Programs, and WeChat Search.</p>\n<p>Gaming, as Tencent's pillar business, maintained over 20% growth for the third consecutive quarter. Its evergreen games like \"Honor of Kings\" and \"PUBG Mobile\" further evolved into platforms while increasing AI application intensity.</p>\n<p>Tencent is widely deploying AI tools to accelerate game content production, create more realistic virtual characters, and employ AI-driven marketing to attract new players and enhance engagement. This directly improved development efficiency and user experience while boosting gaming revenue growth.</p>\n<p>Notably, Tencent proactively disclosed in earnings that GPU leasing and API token calls drove enterprise services revenue growth recovery—such granular disclosure was uncommon previously.</p>\n<p>As Pony Ma stated, Tencent \"continues investing in AI and benefiting from it.\" Its greatest opportunity lies in AI permeating like a catalyst across all business lines, making each segment operate more efficiently with stronger profitability.</p>\n<p>In contrast, Alibaba's earnings showed that Cloud Intelligence Group achieved quarterly revenue of RMB 33.398 billion, with growth accelerating to 26%, hitting a three-year high, primarily driven by accelerated public cloud business revenue growth. AI-related product adoption increased, with related revenue maintaining triple-digit growth for eight consecutive quarters. Second quarter AI-related product revenue already accounts for over 20% of Alibaba Cloud's external commercial revenue.</p>\n<p>During the earnings call, Alibaba Group CEO and Cloud Intelligence Group CEO Eddie Wu stated that on one hand, enterprise demand for AI-related products remains strong, including training and inference needs. On the other hand, compared to traditional cloud computing, AI will help increase cloud market concentration, as AI technology requires developers to use much more complex technology stacks when developing applications, driving them to choose vendors with comprehensive technical product portfolios. Alibaba Cloud has leading advantages in big data, databases, AI technology stacks, computing power, model capabilities, and open-source ecosystems.</p>\n<p>Meanwhile, Alibaba's consumer-facing applications achieved multiple AI advancements: AutoNavi maps became fully AI-powered, DingTalk completed AI upgrades, and Taobao platform realized AI search and AI advertising platform upgrades, improving consumer experience and merchant operational efficiency.</p>\n<p>However, unlike the direct forms of B2B businesses like Alibaba Cloud and Tencent Cloud renting AI servers and selling AI software and services to enterprises, how AI-powered consumer applications and native AI applications (Tencent Yuanbao, Alibaba Tongyi, etc.) monetize and generate revenue remains unclear.</p>\n<p>Currently, both sides have different investments in consumer applications. In Q1, Tencent heavily invested in user acquisition for native AI application Yuanbao, with monthly active users once exceeding 40 million. However, Tencent slowed its aggressive user acquisition pace for Yuanbao in Q2. According to QuestMobile's \"AI Application Market Semi-Annual Report\" released August 5, Tencent Yuanbao reached 24.805 million monthly active users in June, with a compound growth rate of 55%. Alibaba's native AI application Tongyi has relatively smaller monthly active scale, approximately 1-5 million range, with minimal market promotion observed.</p>\n<p>**Heavy Burden and Challenges of Embracing AI Future**</p>\n<p>While AI opportunity windows opened for both companies, entry tickets are extremely expensive, and earnings reports openly exposed the enormous challenges of this arms race.</p>\n<p>For years, Alibaba led in revenue through e-commerce scale but consistently lagged Tencent in profitability, with this gap widening further this quarter.</p>\n<p>This quarter, Alibaba achieved net profit of RMB 33.51 billion, down 18% year-over-year. The reason is Alibaba's AI investment remains at high levels, while amid the ongoing \"food delivery war,\" Alibaba increased investment in instant retail (including food delivery business) in Q2. This dual-front warfare in AI investment and e-commerce competition doubled financial pressure.</p>\n<p>The core cost reflects in free cash flow. In Q2, Alibaba's net free cash flow plummeted from RMB 17.4 billion in the same period last year to a net outflow of RMB 18.8 billion. This means Alibaba's cash consumption far exceeded operational cash flow to support AI infrastructure construction and competition in instant e-commerce, entering large-scale \"cash burning\" phase.</p>\n<p>To provide ammunition for long-term development of AI and cloud business while competing with Meituan and JD.com in instant retail, Alibaba chose to sacrifice short-term profits, behind which are costly subsidies and price wars. Particularly in instant retail, Goldman Sachs estimates Alibaba's food delivery business alone lost RMB 11 billion in the quarter ending June, predicting instant retail losses expanding to RMB 31 billion in the current quarter ending September.</p>\n<p>Alibaba is essentially using profits and cash reserves to buy an entry ticket to the \"AI+Cloud\" era while fighting another commercial war.</p>\n<p>However, from cash flow perspective, Alibaba has sufficient cash reserves, with Q2 operating cash flow of RMB 20.672 billion and cash and other liquid investments of RMB 585.663 billion.</p>\n<p>During the earnings call, Eddie Wu emphasized that the technology platform centered on AI+Cloud and the large consumption platform integrating shopping and lifestyle services are Alibaba's two historic opportunities, requiring saturated investment. Previously, during DeepSeek's popularity in the first half, Wu announced a three-year plan to invest RMB 380 billion combined in AI and cloud.</p>\n<p>Regarding \"food delivery war\" investment and results, CICC believes Alibaba gained initiative in this competition, evolving from a marginal second-place role in the food delivery industry to a dominant force determining industry progress. \"In the first stage of competition, Alibaba persists with saturated investment without considering short-term profits, causing industry-wide profitability to be quickly eroded. In the second stage, Alibaba focuses on efficiency optimization as core goal, expecting the industry to have strong motivation to follow.\"</p>\n<p>In comparison, excluding investment income impact, Tencent's Non-IFRS net profit attributable to shareholders reached RMB 63.052 billion, up 10% year-over-year, with profit growth accelerating from the previous quarter.</p>\n<p>Despite high profits, Tencent is also creating record-breaking capital expenditure. In Q2, capital expenditure including IT infrastructure and data centers surged 119% year-over-year to RMB 19.1 billion. Tencent explicitly stated this massive expenditure primarily supports AI-related business, particularly GPU and server procurement. However, Tencent indicated no change to full-year capital expenditure targets.</p>\n<p>While Tencent's capital expenditure is enormous, holding WeChat traffic ecosystem, its strong gaming+advertising core business generates abundant cash flow sufficient to cover these expenses. Its challenges lie more in ensuring high investment brings high returns and managing external supply chain risks.</p>\n<p>Actually, in advancing AI strategy, Tencent pays not only monetary costs but also bears potential strategic costs of supply chain risks. Market research company Canalys reported that GPU supply constraints affected Tencent Cloud growth. This means Tencent's AI strategy advancement speed is largely constrained by external advanced chip (mainly NVIDIA AI chips) supply, representing a significant hidden cost amid geopolitical uncertainties.</p>\n<p>Regarding chips, Tencent President Martin Lau stated Tencent has sufficient chip reserves for model training and upgrades. \"We also have many choices in inference chips, and we're making extensive software improvements and upgrades to enhance inference efficiency, enabling more workload allocation on the same number of chips.\"</p>\n<p>Besides multi-party cooperation, Alibaba has early positioning in self-developed chips, potentially providing more flexibility. Eddie Wu indicated that regarding policy changes around AI chips, backup plans have been formulated, cooperating with various partners and adapting to different supply chain solutions. Reports suggest Alibaba has launched self-developed AI inference chips.</p>\n<p>Comprehensively, during Alibaba's saturated investment in technology platforms centered on AI+Cloud and large consumption platforms integrating shopping and lifestyle services, cash flow and profits—two core financial health indicators—were directly impacted.</p>\n<p>This is a high-risk strategic transformation with everything at stake. However, Alibaba's stable e-commerce foundation and leading position in AI and cloud business remain its confidence sources.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1102505929.USD":"FIDELITY SUSTAINABLE EMERGING MARKETS EQUITY  \"A\" (USD) ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0862451837.USD":"JPM EMERGING MARKETS DIVIDEND \"A\" (USD) INC (M)","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU2051468812.USD":"JPM EMERGING MARKETS ESG EQUITY \"A\" (USD) ACC","IE0008368411.USD":"FSSA ASIAN GROWTH \"I\" (USD) ACC","IE00B031HW06.USD":"FSSA ASIAN GROWTH \"I\" (USD) INC","LU0140636845.USD":"施罗德大中华区股票A Acc","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0823426480.USD":"法巴中国股票经典Dis","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","LU0633140560.USD":"AB EMERGING MARKET MULTI ASSET PORTFOLIO \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU0049853897.USD":"SCHRODER ISF EMERGING MARKETS \"A\" (USD) INC AV","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU0049112450.USD":"FIDELITY PACIFIC \"A\" INC","IE0008368742.USD":"首域中国增长基金I Acc","SG9999002463.SGD":"LionGlobal China Growth SGD","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) ACC","LU0633140727.USD":"AB EMERGING MARKETS MULTI ASSET PORTFOLIO \"AD\" (USD) INC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","BK4554":"元宇宙及AR概念","BK1608":"元宇宙概念","BK4077":"互动媒体与服务","LU1568876335.HKD":"ALLIANZ CHINA MULTI INCOME PLUS \"AMG\" (HKD) INC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU1568876251.USD":"ALLIANZ CHINA MULTI INCOME PLUS \"AMG\" (USD) INC","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","BK4558":"双十一","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU0396098781.USD":"ALLIANZ CHINA MULTI INCOME PLUS \"AT\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","IE0009570106.USD":"FSSA ASIA OPPORTUNITIES \"I\" (USD) ACC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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Asia Focus Equities A Acc SGD","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","BK4543":"AI","LU1044874839.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"AGH\" (SGDHDG) ACC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188524477","content_text":"In August, internet giants Tencent and Alibaba emerged triumphant.\nTheir earnings results satisfied investors, driving significant stock gains. AI business became a new growth engine for both companies' performance. From AI infrastructure to large language models, cloud services, and application software, both sides invested heavily in AI and reaped returns.\nThe latest earnings from Tencent and Alibaba show that both companies are not just investing in AI and restructuring their business ecosystems with AI, but are also presenting a strong stance of \"securing their AI entry tickets.\"\nAlthough it remains difficult to accurately quantify AI-generated revenue, investors still cast their confidence votes.\nAfter releasing earnings, Tencent's stock reached HK$600 per share during trading on the first post-earnings day (August 14) in Hong Kong, hitting a nearly four-year high with year-to-date gains exceeding 41%. Following Alibaba's first quarter fiscal 2026 earnings announcement (ending June 2025), despite profit declines and revenue performance falling short of market expectations causing brief pre-market declines in US trading (August 29), the stock quickly rebounded and surged throughout the day, ultimately closing up nearly 13%, marking its best single-day performance since March 2023, with stock price nearly doubling year-to-date.\nThe latest earnings from Tencent and Alibaba opened not only their respective performance scorecards, but also served as a battlefield report on their AI arms race.\nThis AI arms race status report shows that Tencent and Alibaba have unhesitatingly bet on AI's future, setting no limits for themselves in this costly competition.\n**AI: New Growth Engine**\nFrom second quarter performance, AI is no longer just a concept in both companies' earnings reports, but a substantial force driving growth. Both companies have found effective paths to convert AI into revenue, albeit through completely different models.\nTencent's AI story doesn't focus on single department growth, but positions AI as an efficiency \"lubricant,\" comprehensively empowering existing businesses centered on gaming and advertising, creating more stable growth.\nThe most significant example is its marketing services (advertising) revenue surging 20% year-over-year. Tencent explicitly stated in earnings that this benefited from \"AI-driven advertising platform optimization.\" AI is used for ad creation, placement, recommendations, and performance analysis, improving click-through rates, conversion rates, and advertiser investment, significantly enhancing advertiser ROI. This made Tencent's massive social traffic more valuable than ever, driving advertiser demand for Video Accounts, Mini Programs, and WeChat Search.\nGaming, as Tencent's pillar business, maintained over 20% growth for the third consecutive quarter. Its evergreen games like \"Honor of Kings\" and \"PUBG Mobile\" further evolved into platforms while increasing AI application intensity.\nTencent is widely deploying AI tools to accelerate game content production, create more realistic virtual characters, and employ AI-driven marketing to attract new players and enhance engagement. This directly improved development efficiency and user experience while boosting gaming revenue growth.\nNotably, Tencent proactively disclosed in earnings that GPU leasing and API token calls drove enterprise services revenue growth recovery—such granular disclosure was uncommon previously.\nAs Pony Ma stated, Tencent \"continues investing in AI and benefiting from it.\" Its greatest opportunity lies in AI permeating like a catalyst across all business lines, making each segment operate more efficiently with stronger profitability.\nIn contrast, Alibaba's earnings showed that Cloud Intelligence Group achieved quarterly revenue of RMB 33.398 billion, with growth accelerating to 26%, hitting a three-year high, primarily driven by accelerated public cloud business revenue growth. AI-related product adoption increased, with related revenue maintaining triple-digit growth for eight consecutive quarters. Second quarter AI-related product revenue already accounts for over 20% of Alibaba Cloud's external commercial revenue.\nDuring the earnings call, Alibaba Group CEO and Cloud Intelligence Group CEO Eddie Wu stated that on one hand, enterprise demand for AI-related products remains strong, including training and inference needs. On the other hand, compared to traditional cloud computing, AI will help increase cloud market concentration, as AI technology requires developers to use much more complex technology stacks when developing applications, driving them to choose vendors with comprehensive technical product portfolios. Alibaba Cloud has leading advantages in big data, databases, AI technology stacks, computing power, model capabilities, and open-source ecosystems.\nMeanwhile, Alibaba's consumer-facing applications achieved multiple AI advancements: AutoNavi maps became fully AI-powered, DingTalk completed AI upgrades, and Taobao platform realized AI search and AI advertising platform upgrades, improving consumer experience and merchant operational efficiency.\nHowever, unlike the direct forms of B2B businesses like Alibaba Cloud and Tencent Cloud renting AI servers and selling AI software and services to enterprises, how AI-powered consumer applications and native AI applications (Tencent Yuanbao, Alibaba Tongyi, etc.) monetize and generate revenue remains unclear.\nCurrently, both sides have different investments in consumer applications. In Q1, Tencent heavily invested in user acquisition for native AI application Yuanbao, with monthly active users once exceeding 40 million. However, Tencent slowed its aggressive user acquisition pace for Yuanbao in Q2. According to QuestMobile's \"AI Application Market Semi-Annual Report\" released August 5, Tencent Yuanbao reached 24.805 million monthly active users in June, with a compound growth rate of 55%. Alibaba's native AI application Tongyi has relatively smaller monthly active scale, approximately 1-5 million range, with minimal market promotion observed.\n**Heavy Burden and Challenges of Embracing AI Future**\nWhile AI opportunity windows opened for both companies, entry tickets are extremely expensive, and earnings reports openly exposed the enormous challenges of this arms race.\nFor years, Alibaba led in revenue through e-commerce scale but consistently lagged Tencent in profitability, with this gap widening further this quarter.\nThis quarter, Alibaba achieved net profit of RMB 33.51 billion, down 18% year-over-year. The reason is Alibaba's AI investment remains at high levels, while amid the ongoing \"food delivery war,\" Alibaba increased investment in instant retail (including food delivery business) in Q2. This dual-front warfare in AI investment and e-commerce competition doubled financial pressure.\nThe core cost reflects in free cash flow. In Q2, Alibaba's net free cash flow plummeted from RMB 17.4 billion in the same period last year to a net outflow of RMB 18.8 billion. This means Alibaba's cash consumption far exceeded operational cash flow to support AI infrastructure construction and competition in instant e-commerce, entering large-scale \"cash burning\" phase.\nTo provide ammunition for long-term development of AI and cloud business while competing with Meituan and JD.com in instant retail, Alibaba chose to sacrifice short-term profits, behind which are costly subsidies and price wars. Particularly in instant retail, Goldman Sachs estimates Alibaba's food delivery business alone lost RMB 11 billion in the quarter ending June, predicting instant retail losses expanding to RMB 31 billion in the current quarter ending September.\nAlibaba is essentially using profits and cash reserves to buy an entry ticket to the \"AI+Cloud\" era while fighting another commercial war.\nHowever, from cash flow perspective, Alibaba has sufficient cash reserves, with Q2 operating cash flow of RMB 20.672 billion and cash and other liquid investments of RMB 585.663 billion.\nDuring the earnings call, Eddie Wu emphasized that the technology platform centered on AI+Cloud and the large consumption platform integrating shopping and lifestyle services are Alibaba's two historic opportunities, requiring saturated investment. Previously, during DeepSeek's popularity in the first half, Wu announced a three-year plan to invest RMB 380 billion combined in AI and cloud.\nRegarding \"food delivery war\" investment and results, CICC believes Alibaba gained initiative in this competition, evolving from a marginal second-place role in the food delivery industry to a dominant force determining industry progress. \"In the first stage of competition, Alibaba persists with saturated investment without considering short-term profits, causing industry-wide profitability to be quickly eroded. In the second stage, Alibaba focuses on efficiency optimization as core goal, expecting the industry to have strong motivation to follow.\"\nIn comparison, excluding investment income impact, Tencent's Non-IFRS net profit attributable to shareholders reached RMB 63.052 billion, up 10% year-over-year, with profit growth accelerating from the previous quarter.\nDespite high profits, Tencent is also creating record-breaking capital expenditure. In Q2, capital expenditure including IT infrastructure and data centers surged 119% year-over-year to RMB 19.1 billion. Tencent explicitly stated this massive expenditure primarily supports AI-related business, particularly GPU and server procurement. However, Tencent indicated no change to full-year capital expenditure targets.\nWhile Tencent's capital expenditure is enormous, holding WeChat traffic ecosystem, its strong gaming+advertising core business generates abundant cash flow sufficient to cover these expenses. Its challenges lie more in ensuring high investment brings high returns and managing external supply chain risks.\nActually, in advancing AI strategy, Tencent pays not only monetary costs but also bears potential strategic costs of supply chain risks. Market research company Canalys reported that GPU supply constraints affected Tencent Cloud growth. This means Tencent's AI strategy advancement speed is largely constrained by external advanced chip (mainly NVIDIA AI chips) supply, representing a significant hidden cost amid geopolitical uncertainties.\nRegarding chips, Tencent President Martin Lau stated Tencent has sufficient chip reserves for model training and upgrades. \"We also have many choices in inference chips, and we're making extensive software improvements and upgrades to enhance inference efficiency, enabling more workload allocation on the same number of chips.\"\nBesides multi-party cooperation, Alibaba has early positioning in self-developed chips, potentially providing more flexibility. Eddie Wu indicated that regarding policy changes around AI chips, backup plans have been formulated, cooperating with various partners and adapting to different supply chain solutions. Reports suggest Alibaba has launched self-developed AI inference chips.\nComprehensively, during Alibaba's saturated investment in technology platforms centered on AI+Cloud and large consumption platforms integrating shopping and lifestyle services, cash flow and profits—two core financial health indicators—were directly impacted.\nThis is a high-risk strategic transformation with everything at stake. However, Alibaba's stable e-commerce foundation and leading position in AI and cloud business remain its confidence sources.","news_type":1,"symbols_score_info":{"09988":1,"00700":1,"BABA":1,"TCEHY":1,"ALBmain":1,"HTCD.SI":1,"TCHmain":1}},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":477214875574312,"gmtCreate":1757513936039,"gmtModify":1757513939789,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Baba growth strategy&nbsp;","listText":"Baba growth strategy&nbsp;","text":"Baba growth strategy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/477214875574312","repostId":"1148827452","repostType":2,"repost":{"id":"1148827452","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1757489475,"share":"https://ttm.financial/m/news/1148827452?lang=en_US&edition=fundamental","pubTime":"2025-09-10 15:31","market":"fut","language":"en","title":"After 3 Months of Planning, Alibaba Unveils Its Trump Card","url":"https://stock-news.laohu8.com/highlight/detail?id=1148827452","media":"Deep News","summary":"After burning through hundreds of billions in funding, both Meituan and Douyin thought they were the only players left at the table. However, Alibaba has been watching from the sidelines with keen...","content":"<p>After burning through hundreds of billions in funding, both Meituan and Douyin thought they were the only players left at the table. However, Alibaba has been watching from the sidelines with keen interest.</p>\n<p>On September 10, Alibaba's 26th anniversary, a chess piece laid down 11 years ago by Jack Ma - Gaode Maps - was suddenly activated by current CEO Wu Yongming. No longer content with being just a silent navigation tool, it charged directly into the frontline battleground where Meituan and Douyin face off, armed with over 11 billion yuan in subsidies and a so-called fraud-proof \"Street Sweeping Rankings.\"</p>\n<p>This moment came exactly eleven years after Ma spent nearly $1.5 billion to acquire Gaode, withstanding external pressure from those who \"didn't understand\" the move. What was once a forward-looking strategic piece has now become the decisive move that could shake up the entire game.</p>\n<p>What Gaode seeks to compete for is not just transactions, but the power to define the next generation of consumer scenarios. Together with Taobao Flash Delivery, it will become an important tool for Alibaba to reshape local life services.</p>\n<p>This fundamental intention to rewrite the rules of the game signals the return of the Alibaba known for its wolf-like nature and surprise attacks to the center of the battlefield.</p>\n<p>This time, the story it tells is completely different. Alibaba will no longer be just an online e-commerce empire, but a dual-habitat giant that explores AI's digital future with one hand while activating the physical world of real commerce with the other. Its new value lies not only in cloud computing power but also in the vitality of every street on the ground.</p>\n<p>**Gaode's Strike**</p>\n<p>Sources close to the matter reveal that since late June this year, a Gaode project team was stationed at the Hangzhou global headquarters, even carving out a separate space in Building C4 of the Xixi campus. According to insiders, the secrecy level was very high, with other departments unable to enter.</p>\n<p>Subsequently, news about Alibaba's secret project spread like wildfire. Some guessed it was an upgrade battle for flash delivery, others speculated major AI moves. Now, three months later, the mystery is solved - Alibaba chose to let Gaode \"sweep the streets.\"</p>\n<p>The core strategy of \"Gaode Street Sweeping Rankings\" is to ensure an unmanipulable ranking through users' real \"behavior + credit,\" according to sources. Gaode CEO Guo Ning believes that authenticity is the lifeblood of rankings, and improving consumer trust helps boost consumer confidence. He stated directly that \"Gaode Street Sweeping Rankings\" will never be commercialized and will introduce Alipay's Sesame Credit system to filter fake and noise reviews.</p>\n<p>From insiders' perspective, \"Gaode Street Sweeping Rankings\" is essentially an innovation in offline service credit systems. Merchants can distance themselves from operational unwritten rules like \"brushing scores for traffic\" and \"giving gifts for good reviews,\" allowing good stores and small shops that operate seriously but aren't skilled at traffic games to be seen by more people. Guo Ning hopes this move will create an ecosystem where good money drives out bad, reducing consumers' selection costs.</p>\n<p>This isn't empty talk. The rankings' data comes from 228 billion kilometers walked by 51.32 million real users over the past year, screening out 1.18 million shops repeatedly visited by users among 1.3 billion navigation behaviors. Hence, the rankings feature unique categories like \"Tire Wear Rankings\" and \"Repeat Customer Rankings.\" The former reflects the attraction that makes users willing to cross half the city specifically to visit; the latter represents the most simple recognition of taste and quality.</p>\n<p>Notably, before Gaode's \"street sweeping,\" competitors had already launched mature products like \"Must-Eat Lists\" and \"Black Pearl Restaurant Guides.\" But Alibaba's betting determination is set. Besides mobilizing the entire group's capabilities, Gaode also deployed subsidies to accelerate market penetration this time.</p>\n<p>On the day \"Street Sweeping Rankings\" was released, Gaode announced the \"Neighborhood Good Stores Support Plan,\" preparing 200 million yuan and 950 million yuan in consumer vouchers for travel and transactions respectively. Gaode will also provide 50 million precise traffic exposures for quality small stores through homepage AI recommendations and search keyword pushes, while investing 30 million yuan in incentives on content creation platforms.</p>\n<p>It can be said that Gaode has injected catalysts into almost every link of the store visit transaction. Currently, Alibaba's internal consensus is to cultivate Gaode into an offline entry point comparable to Taobao. This \"open conspiracy\" has actually been brewing for some time.</p>\n<p>Gaode's entry is defined internally as an S-level project on par with \"Taobao Flash Delivery.\" Sources close to Gaode revealed that \"Koubei,\" which originally focused on store visit group buying, was restarted several months ago. Going forward, Gaode's store visit business will clearly move toward transactions, with food being the highest-frequency entry point.</p>\n<p>From this point on, Gaode is no longer the simple navigation software in people's minds, but has become a key link for Alibaba to connect real consumption and transaction scenarios.</p>\n<p>Currently, while the food delivery war has somewhat subsided, the tug-of-war between Ele.me, Meituan, and Douyin continues, with no party daring to relax in the competition for entry points. But Alibaba is unwilling to fall into pure attrition warfare. The latest financial results have greatly boosted internal morale, and to press their advantage, Alibaba needs to enter businesses with incremental growth and greater imagination space.</p>\n<p>Over the past four years, Douyin's ability to overtake in local life services was due to its massive user base and traffic allocation. This is also Gaode's advantage. Guo Ning revealed for the first time that Gaode Maps covers over 7 million restaurant locations nationwide, with currently 120 million daily searches related to life services and 13 million daily navigations to life service categories on average.</p>\n<p>Clearly, Gaode already possesses a massive user base and high-frequency usage scenarios, with closer connections to local life.</p>\n<p>Industry insiders believe that when users use Gaode, they often have clear travel and destination consumption needs. Deeply integrating store visit services with map navigation functions can naturally reach users, forming a closed loop of \"finding locations - navigation - store consumption.\" This is smoother and more efficient than building a new platform from scratch or guiding users to store visits on Taobao and Tmall.</p>\n<p>In summary, with its user base, platform capabilities, and Alibaba Group's strategic support, Gaode becomes the ideal \"first step\" for Alibaba to expand store visit business. According to insiders, Ele.me is also testing store visit business in some areas, while Taobao Flash Delivery is exploring how to follow up and collaborate.</p>\n<p>Going forward, Gaode serves both as a showcase for local business and enables deeper integration with other products under the group. It can be said that Alibaba's counterattack strategy has just begun to unfold.</p>\n<p>**Giants in Battle**</p>\n<p>In Alibaba's operational sequence, victory in one battle is often the prelude to another, larger campaign.</p>\n<p>Just at the end of August, Alibaba E-commerce Group CEO Jiang Fan described at the earnings call how \"Taobao Flash Delivery\" won key nodes in instant retail. Just over a week later, this giant quickly turned its firepower on September 10 - a date of special significance for its anniversary - toward another more intense field that's more crucial for the future: local life services.</p>\n<p>Previously, Alibaba tried to enter local life through Taobao and Alipay, but user mindset remained misaligned. Gaode, however, had already entered users' daily lives through its indispensable tool attributes. Now, what Alibaba needs to do is not laboriously get users to download a new app, but leverage Gaode to build a fully functional consumer city.</p>\n<p>All these moves ultimately point to the \"big consumption platform\" vision proposed by Group CEO Wu Yongming. If \"Taobao Flash Delivery\" is the pillar satisfying users' home delivery needs, then Gaode becomes the key hub carrying all destination scenarios, completing the final piece of Alibaba's consumption landscape puzzle.</p>\n<p>Alibaba's return breaks the dual-hero confrontation narrative that Meituan and Douyin maintained for years in the local life battlefield. The players at the table haven't changed, but the nature of the game and their respective expressions have become completely different.</p>\n<p>For the first time, Meituan feels the chill of being attacked from both front and rear. With Douyin continuously attacking from the front and Alibaba from behind flying the banner of trust to influence user decisions. On the same day as Gaode's launch event, Meituan quickly \"restarted\" quality food delivery, brandishing \"AI + real high scores\" and throwing out massive subsidies.</p>\n<p>Meanwhile, Douyin, which only began pushing local business in 2021, leveraged traffic advantages for rapid offensive, with this year's GMV target reaching 900 billion yuan. It has also been focusing on \"AI + quality food delivery\" to make up for its shortcomings and compete with Meituan.</p>\n<p>The battle situation has thus become delicate. In the past, local life wars were about competing for user mindset to become the sole, dominant life service entry point. Now, with segmented user behavior, all parties compete for the most valuable and critical node in users' fragmented cross-platform consumption process.</p>\n<p>Alibaba's move hopes that users' choice results will be influenced by rankings measured by real footsteps through Gaode, and use this as a fulcrum to leverage and capture the entire transaction closed loop.</p>\n<p>Gaode's current \"content-only\" approach is clearly not the strategic endgame. As Alibaba continues deepening store visit business, it will definitely cut into transaction links. It may even grow a consumption entry as massive as Taobao on Gaode's foundation.</p>\n<p>When the market almost focused all of Alibaba's narrative on AI, Gaode's entry provides an equally important but more down-to-earth dimension. This dimension is rooted in streets and alleys rather than the cloud. While AI defines the future of the digital world, Gaode's mission is to use technology to reconstruct and activate the physical world full of real transactions and experiences.</p>\n<p>In the future, Alibaba's value will depend not only on AI competition success or failure, but more on whether it can prove its ability to seamlessly connect digital and physical worlds, becoming true infrastructure for the big consumption era.</p>\n<p>Regardless of how the final battle evolves, Gaode's strike has already declared: the Alibaba once known for its wolf-like nature and \"All in\" belief is regaining its offensive posture under Wu Yongming's leadership. This marks not only the beginning of a new war in local life services but possibly signals the arrival of a new era of competition among Chinese internet giants.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>After 3 Months of Planning, Alibaba Unveils Its Trump Card</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\">\nAfter 3 Months of Planning, Alibaba Unveils Its Trump Card\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-09-10 15:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>After burning through hundreds of billions in funding, both Meituan and Douyin thought they were the only players left at the table. However, Alibaba has been watching from the sidelines with keen interest.</p>\n<p>On September 10, Alibaba's 26th anniversary, a chess piece laid down 11 years ago by Jack Ma - Gaode Maps - was suddenly activated by current CEO Wu Yongming. No longer content with being just a silent navigation tool, it charged directly into the frontline battleground where Meituan and Douyin face off, armed with over 11 billion yuan in subsidies and a so-called fraud-proof \"Street Sweeping Rankings.\"</p>\n<p>This moment came exactly eleven years after Ma spent nearly $1.5 billion to acquire Gaode, withstanding external pressure from those who \"didn't understand\" the move. What was once a forward-looking strategic piece has now become the decisive move that could shake up the entire game.</p>\n<p>What Gaode seeks to compete for is not just transactions, but the power to define the next generation of consumer scenarios. Together with Taobao Flash Delivery, it will become an important tool for Alibaba to reshape local life services.</p>\n<p>This fundamental intention to rewrite the rules of the game signals the return of the Alibaba known for its wolf-like nature and surprise attacks to the center of the battlefield.</p>\n<p>This time, the story it tells is completely different. Alibaba will no longer be just an online e-commerce empire, but a dual-habitat giant that explores AI's digital future with one hand while activating the physical world of real commerce with the other. Its new value lies not only in cloud computing power but also in the vitality of every street on the ground.</p>\n<p>**Gaode's Strike**</p>\n<p>Sources close to the matter reveal that since late June this year, a Gaode project team was stationed at the Hangzhou global headquarters, even carving out a separate space in Building C4 of the Xixi campus. According to insiders, the secrecy level was very high, with other departments unable to enter.</p>\n<p>Subsequently, news about Alibaba's secret project spread like wildfire. Some guessed it was an upgrade battle for flash delivery, others speculated major AI moves. Now, three months later, the mystery is solved - Alibaba chose to let Gaode \"sweep the streets.\"</p>\n<p>The core strategy of \"Gaode Street Sweeping Rankings\" is to ensure an unmanipulable ranking through users' real \"behavior + credit,\" according to sources. Gaode CEO Guo Ning believes that authenticity is the lifeblood of rankings, and improving consumer trust helps boost consumer confidence. He stated directly that \"Gaode Street Sweeping Rankings\" will never be commercialized and will introduce Alipay's Sesame Credit system to filter fake and noise reviews.</p>\n<p>From insiders' perspective, \"Gaode Street Sweeping Rankings\" is essentially an innovation in offline service credit systems. Merchants can distance themselves from operational unwritten rules like \"brushing scores for traffic\" and \"giving gifts for good reviews,\" allowing good stores and small shops that operate seriously but aren't skilled at traffic games to be seen by more people. Guo Ning hopes this move will create an ecosystem where good money drives out bad, reducing consumers' selection costs.</p>\n<p>This isn't empty talk. The rankings' data comes from 228 billion kilometers walked by 51.32 million real users over the past year, screening out 1.18 million shops repeatedly visited by users among 1.3 billion navigation behaviors. Hence, the rankings feature unique categories like \"Tire Wear Rankings\" and \"Repeat Customer Rankings.\" The former reflects the attraction that makes users willing to cross half the city specifically to visit; the latter represents the most simple recognition of taste and quality.</p>\n<p>Notably, before Gaode's \"street sweeping,\" competitors had already launched mature products like \"Must-Eat Lists\" and \"Black Pearl Restaurant Guides.\" But Alibaba's betting determination is set. Besides mobilizing the entire group's capabilities, Gaode also deployed subsidies to accelerate market penetration this time.</p>\n<p>On the day \"Street Sweeping Rankings\" was released, Gaode announced the \"Neighborhood Good Stores Support Plan,\" preparing 200 million yuan and 950 million yuan in consumer vouchers for travel and transactions respectively. Gaode will also provide 50 million precise traffic exposures for quality small stores through homepage AI recommendations and search keyword pushes, while investing 30 million yuan in incentives on content creation platforms.</p>\n<p>It can be said that Gaode has injected catalysts into almost every link of the store visit transaction. Currently, Alibaba's internal consensus is to cultivate Gaode into an offline entry point comparable to Taobao. This \"open conspiracy\" has actually been brewing for some time.</p>\n<p>Gaode's entry is defined internally as an S-level project on par with \"Taobao Flash Delivery.\" Sources close to Gaode revealed that \"Koubei,\" which originally focused on store visit group buying, was restarted several months ago. Going forward, Gaode's store visit business will clearly move toward transactions, with food being the highest-frequency entry point.</p>\n<p>From this point on, Gaode is no longer the simple navigation software in people's minds, but has become a key link for Alibaba to connect real consumption and transaction scenarios.</p>\n<p>Currently, while the food delivery war has somewhat subsided, the tug-of-war between Ele.me, Meituan, and Douyin continues, with no party daring to relax in the competition for entry points. But Alibaba is unwilling to fall into pure attrition warfare. The latest financial results have greatly boosted internal morale, and to press their advantage, Alibaba needs to enter businesses with incremental growth and greater imagination space.</p>\n<p>Over the past four years, Douyin's ability to overtake in local life services was due to its massive user base and traffic allocation. This is also Gaode's advantage. Guo Ning revealed for the first time that Gaode Maps covers over 7 million restaurant locations nationwide, with currently 120 million daily searches related to life services and 13 million daily navigations to life service categories on average.</p>\n<p>Clearly, Gaode already possesses a massive user base and high-frequency usage scenarios, with closer connections to local life.</p>\n<p>Industry insiders believe that when users use Gaode, they often have clear travel and destination consumption needs. Deeply integrating store visit services with map navigation functions can naturally reach users, forming a closed loop of \"finding locations - navigation - store consumption.\" This is smoother and more efficient than building a new platform from scratch or guiding users to store visits on Taobao and Tmall.</p>\n<p>In summary, with its user base, platform capabilities, and Alibaba Group's strategic support, Gaode becomes the ideal \"first step\" for Alibaba to expand store visit business. According to insiders, Ele.me is also testing store visit business in some areas, while Taobao Flash Delivery is exploring how to follow up and collaborate.</p>\n<p>Going forward, Gaode serves both as a showcase for local business and enables deeper integration with other products under the group. It can be said that Alibaba's counterattack strategy has just begun to unfold.</p>\n<p>**Giants in Battle**</p>\n<p>In Alibaba's operational sequence, victory in one battle is often the prelude to another, larger campaign.</p>\n<p>Just at the end of August, Alibaba E-commerce Group CEO Jiang Fan described at the earnings call how \"Taobao Flash Delivery\" won key nodes in instant retail. Just over a week later, this giant quickly turned its firepower on September 10 - a date of special significance for its anniversary - toward another more intense field that's more crucial for the future: local life services.</p>\n<p>Previously, Alibaba tried to enter local life through Taobao and Alipay, but user mindset remained misaligned. Gaode, however, had already entered users' daily lives through its indispensable tool attributes. Now, what Alibaba needs to do is not laboriously get users to download a new app, but leverage Gaode to build a fully functional consumer city.</p>\n<p>All these moves ultimately point to the \"big consumption platform\" vision proposed by Group CEO Wu Yongming. If \"Taobao Flash Delivery\" is the pillar satisfying users' home delivery needs, then Gaode becomes the key hub carrying all destination scenarios, completing the final piece of Alibaba's consumption landscape puzzle.</p>\n<p>Alibaba's return breaks the dual-hero confrontation narrative that Meituan and Douyin maintained for years in the local life battlefield. The players at the table haven't changed, but the nature of the game and their respective expressions have become completely different.</p>\n<p>For the first time, Meituan feels the chill of being attacked from both front and rear. With Douyin continuously attacking from the front and Alibaba from behind flying the banner of trust to influence user decisions. On the same day as Gaode's launch event, Meituan quickly \"restarted\" quality food delivery, brandishing \"AI + real high scores\" and throwing out massive subsidies.</p>\n<p>Meanwhile, Douyin, which only began pushing local business in 2021, leveraged traffic advantages for rapid offensive, with this year's GMV target reaching 900 billion yuan. It has also been focusing on \"AI + quality food delivery\" to make up for its shortcomings and compete with Meituan.</p>\n<p>The battle situation has thus become delicate. In the past, local life wars were about competing for user mindset to become the sole, dominant life service entry point. Now, with segmented user behavior, all parties compete for the most valuable and critical node in users' fragmented cross-platform consumption process.</p>\n<p>Alibaba's move hopes that users' choice results will be influenced by rankings measured by real footsteps through Gaode, and use this as a fulcrum to leverage and capture the entire transaction closed loop.</p>\n<p>Gaode's current \"content-only\" approach is clearly not the strategic endgame. As Alibaba continues deepening store visit business, it will definitely cut into transaction links. It may even grow a consumption entry as massive as Taobao on Gaode's foundation.</p>\n<p>When the market almost focused all of Alibaba's narrative on AI, Gaode's entry provides an equally important but more down-to-earth dimension. This dimension is rooted in streets and alleys rather than the cloud. While AI defines the future of the digital world, Gaode's mission is to use technology to reconstruct and activate the physical world full of real transactions and experiences.</p>\n<p>In the future, Alibaba's value will depend not only on AI competition success or failure, but more on whether it can prove its ability to seamlessly connect digital and physical worlds, becoming true infrastructure for the big consumption era.</p>\n<p>Regardless of how the final battle evolves, Gaode's strike has already declared: the Alibaba once known for its wolf-like nature and \"All in\" belief is regaining its offensive posture under Wu Yongming's leadership. This marks not only the beginning of a new war in local life services but possibly signals the arrival of a new era of competition among Chinese internet giants.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BABA":"阿里巴巴","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BK4504":"桥水持仓","BK4538":"云计算","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4614":"Manus概念股","BK4579":"人工智能","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","BK4588":"碎股","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4565":"NFT概念","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","BK4607":"DeepSeek概念股","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4524":"宅经济概念","BK4220":"综合零售","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4581":"高盛持仓","BK4527":"明星科技股","BK4543":"AI","BK4531":"中概回港概念","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC","BK4534":"瑞士信贷持仓","BK4503":"景林资产持仓","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4122":"互联网与直销零售","09988":"阿里巴巴-W","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","BK4575":"芯片概念","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","BK4502":"阿里概念","BK4558":"双十一","BK4587":"ChatGPT概念","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1046421795.USD":"富达环球科技A-ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4505":"高瓴资本持仓","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4535":"淡马锡持仓","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148827452","content_text":"After burning through hundreds of billions in funding, both Meituan and Douyin thought they were the only players left at the table. However, Alibaba has been watching from the sidelines with keen interest.\nOn September 10, Alibaba's 26th anniversary, a chess piece laid down 11 years ago by Jack Ma - Gaode Maps - was suddenly activated by current CEO Wu Yongming. No longer content with being just a silent navigation tool, it charged directly into the frontline battleground where Meituan and Douyin face off, armed with over 11 billion yuan in subsidies and a so-called fraud-proof \"Street Sweeping Rankings.\"\nThis moment came exactly eleven years after Ma spent nearly $1.5 billion to acquire Gaode, withstanding external pressure from those who \"didn't understand\" the move. What was once a forward-looking strategic piece has now become the decisive move that could shake up the entire game.\nWhat Gaode seeks to compete for is not just transactions, but the power to define the next generation of consumer scenarios. Together with Taobao Flash Delivery, it will become an important tool for Alibaba to reshape local life services.\nThis fundamental intention to rewrite the rules of the game signals the return of the Alibaba known for its wolf-like nature and surprise attacks to the center of the battlefield.\nThis time, the story it tells is completely different. Alibaba will no longer be just an online e-commerce empire, but a dual-habitat giant that explores AI's digital future with one hand while activating the physical world of real commerce with the other. Its new value lies not only in cloud computing power but also in the vitality of every street on the ground.\n**Gaode's Strike**\nSources close to the matter reveal that since late June this year, a Gaode project team was stationed at the Hangzhou global headquarters, even carving out a separate space in Building C4 of the Xixi campus. According to insiders, the secrecy level was very high, with other departments unable to enter.\nSubsequently, news about Alibaba's secret project spread like wildfire. Some guessed it was an upgrade battle for flash delivery, others speculated major AI moves. Now, three months later, the mystery is solved - Alibaba chose to let Gaode \"sweep the streets.\"\nThe core strategy of \"Gaode Street Sweeping Rankings\" is to ensure an unmanipulable ranking through users' real \"behavior + credit,\" according to sources. Gaode CEO Guo Ning believes that authenticity is the lifeblood of rankings, and improving consumer trust helps boost consumer confidence. He stated directly that \"Gaode Street Sweeping Rankings\" will never be commercialized and will introduce Alipay's Sesame Credit system to filter fake and noise reviews.\nFrom insiders' perspective, \"Gaode Street Sweeping Rankings\" is essentially an innovation in offline service credit systems. Merchants can distance themselves from operational unwritten rules like \"brushing scores for traffic\" and \"giving gifts for good reviews,\" allowing good stores and small shops that operate seriously but aren't skilled at traffic games to be seen by more people. Guo Ning hopes this move will create an ecosystem where good money drives out bad, reducing consumers' selection costs.\nThis isn't empty talk. The rankings' data comes from 228 billion kilometers walked by 51.32 million real users over the past year, screening out 1.18 million shops repeatedly visited by users among 1.3 billion navigation behaviors. Hence, the rankings feature unique categories like \"Tire Wear Rankings\" and \"Repeat Customer Rankings.\" The former reflects the attraction that makes users willing to cross half the city specifically to visit; the latter represents the most simple recognition of taste and quality.\nNotably, before Gaode's \"street sweeping,\" competitors had already launched mature products like \"Must-Eat Lists\" and \"Black Pearl Restaurant Guides.\" But Alibaba's betting determination is set. Besides mobilizing the entire group's capabilities, Gaode also deployed subsidies to accelerate market penetration this time.\nOn the day \"Street Sweeping Rankings\" was released, Gaode announced the \"Neighborhood Good Stores Support Plan,\" preparing 200 million yuan and 950 million yuan in consumer vouchers for travel and transactions respectively. Gaode will also provide 50 million precise traffic exposures for quality small stores through homepage AI recommendations and search keyword pushes, while investing 30 million yuan in incentives on content creation platforms.\nIt can be said that Gaode has injected catalysts into almost every link of the store visit transaction. Currently, Alibaba's internal consensus is to cultivate Gaode into an offline entry point comparable to Taobao. This \"open conspiracy\" has actually been brewing for some time.\nGaode's entry is defined internally as an S-level project on par with \"Taobao Flash Delivery.\" Sources close to Gaode revealed that \"Koubei,\" which originally focused on store visit group buying, was restarted several months ago. Going forward, Gaode's store visit business will clearly move toward transactions, with food being the highest-frequency entry point.\nFrom this point on, Gaode is no longer the simple navigation software in people's minds, but has become a key link for Alibaba to connect real consumption and transaction scenarios.\nCurrently, while the food delivery war has somewhat subsided, the tug-of-war between Ele.me, Meituan, and Douyin continues, with no party daring to relax in the competition for entry points. But Alibaba is unwilling to fall into pure attrition warfare. The latest financial results have greatly boosted internal morale, and to press their advantage, Alibaba needs to enter businesses with incremental growth and greater imagination space.\nOver the past four years, Douyin's ability to overtake in local life services was due to its massive user base and traffic allocation. This is also Gaode's advantage. Guo Ning revealed for the first time that Gaode Maps covers over 7 million restaurant locations nationwide, with currently 120 million daily searches related to life services and 13 million daily navigations to life service categories on average.\nClearly, Gaode already possesses a massive user base and high-frequency usage scenarios, with closer connections to local life.\nIndustry insiders believe that when users use Gaode, they often have clear travel and destination consumption needs. Deeply integrating store visit services with map navigation functions can naturally reach users, forming a closed loop of \"finding locations - navigation - store consumption.\" This is smoother and more efficient than building a new platform from scratch or guiding users to store visits on Taobao and Tmall.\nIn summary, with its user base, platform capabilities, and Alibaba Group's strategic support, Gaode becomes the ideal \"first step\" for Alibaba to expand store visit business. According to insiders, Ele.me is also testing store visit business in some areas, while Taobao Flash Delivery is exploring how to follow up and collaborate.\nGoing forward, Gaode serves both as a showcase for local business and enables deeper integration with other products under the group. It can be said that Alibaba's counterattack strategy has just begun to unfold.\n**Giants in Battle**\nIn Alibaba's operational sequence, victory in one battle is often the prelude to another, larger campaign.\nJust at the end of August, Alibaba E-commerce Group CEO Jiang Fan described at the earnings call how \"Taobao Flash Delivery\" won key nodes in instant retail. Just over a week later, this giant quickly turned its firepower on September 10 - a date of special significance for its anniversary - toward another more intense field that's more crucial for the future: local life services.\nPreviously, Alibaba tried to enter local life through Taobao and Alipay, but user mindset remained misaligned. Gaode, however, had already entered users' daily lives through its indispensable tool attributes. Now, what Alibaba needs to do is not laboriously get users to download a new app, but leverage Gaode to build a fully functional consumer city.\nAll these moves ultimately point to the \"big consumption platform\" vision proposed by Group CEO Wu Yongming. If \"Taobao Flash Delivery\" is the pillar satisfying users' home delivery needs, then Gaode becomes the key hub carrying all destination scenarios, completing the final piece of Alibaba's consumption landscape puzzle.\nAlibaba's return breaks the dual-hero confrontation narrative that Meituan and Douyin maintained for years in the local life battlefield. The players at the table haven't changed, but the nature of the game and their respective expressions have become completely different.\nFor the first time, Meituan feels the chill of being attacked from both front and rear. With Douyin continuously attacking from the front and Alibaba from behind flying the banner of trust to influence user decisions. On the same day as Gaode's launch event, Meituan quickly \"restarted\" quality food delivery, brandishing \"AI + real high scores\" and throwing out massive subsidies.\nMeanwhile, Douyin, which only began pushing local business in 2021, leveraged traffic advantages for rapid offensive, with this year's GMV target reaching 900 billion yuan. It has also been focusing on \"AI + quality food delivery\" to make up for its shortcomings and compete with Meituan.\nThe battle situation has thus become delicate. In the past, local life wars were about competing for user mindset to become the sole, dominant life service entry point. Now, with segmented user behavior, all parties compete for the most valuable and critical node in users' fragmented cross-platform consumption process.\nAlibaba's move hopes that users' choice results will be influenced by rankings measured by real footsteps through Gaode, and use this as a fulcrum to leverage and capture the entire transaction closed loop.\nGaode's current \"content-only\" approach is clearly not the strategic endgame. As Alibaba continues deepening store visit business, it will definitely cut into transaction links. It may even grow a consumption entry as massive as Taobao on Gaode's foundation.\nWhen the market almost focused all of Alibaba's narrative on AI, Gaode's entry provides an equally important but more down-to-earth dimension. This dimension is rooted in streets and alleys rather than the cloud. While AI defines the future of the digital world, Gaode's mission is to use technology to reconstruct and activate the physical world full of real transactions and experiences.\nIn the future, Alibaba's value will depend not only on AI competition success or failure, but more on whether it can prove its ability to seamlessly connect digital and physical worlds, becoming true infrastructure for the big consumption era.\nRegardless of how the final battle evolves, Gaode's strike has already declared: the Alibaba once known for its wolf-like nature and \"All in\" belief is regaining its offensive posture under Wu Yongming's leadership. This marks not only the beginning of a new war in local life services but possibly signals the arrival of a new era of competition among Chinese internet giants.","news_type":1,"symbols_score_info":{"09988":1,"ALBmain":1,"BABA":1}},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":476793988694592,"gmtCreate":1757411170293,"gmtModify":1757411174300,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Options strategy PDD","listText":"Options strategy PDD","text":"Options strategy PDD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/476793988694592","repostId":"1193278796","repostType":2,"repost":{"id":"1193278796","kind":"news","weMediaInfo":{"introduction":"Magic option strategies for extra income.","home_visible":1,"media_name":"Option Witch","id":"1016323842","head_image":"https://community-static.tradeup.com/news/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1757408516,"share":"https://ttm.financial/m/news/1193278796?lang=en_US&edition=fundamental","pubTime":"2025-09-09 17:01","market":"us","language":"en","title":"Option Witch | PDD's Profitability Make Shares Attractive, Sell Puts for Income or Discounted Entry","url":"https://stock-news.laohu8.com/highlight/detail?id=1193278796","media":"Option Witch","summary":"PDD Holdings’ strong earnings and Temu’s aggressive U.S. push highlight its growth potential, but options activity tells the bigger story. With bullish call interest and favorable implied volatility,...","content":"<html><head></head><body><p>PDD Holdings’ strong earnings and Temu’s aggressive U.S. push highlight its growth potential, but options activity tells the bigger story. With bullish call interest and favorable implied volatility, traders see limited downside risk. A put-selling strategy offers investors attractive income while positioning for long-term revaluation upside.</p><h3 id=\"id_3322679826\" style=\"text-align: left;\">PDD&#39;s Profitability Make Shares Attractive</h3><p>PDD Holdings<strong> </strong>reported better-than-expected earnings for its second quarter, despite headwinds in the company’s core business such as tariff headwinds and increasing competition in the Chinese e-commerce market. China and the U.S. agreed on a trade framework in June that lowered tariffs temporarily, and, in the long term, I also believe that the U.S. and China are going to resolve their trade differences in a mutually beneficial way. While PDD Holdings has seen slowing top line growth in the second quarter and some pressure on margins, I believe China will remain a key growth play for e-commerce investors. PDD Holdings is very attractively valued based off of earnings, and I continue to see revaluation potential for the firm&#39;s shares.</p><h3 id=\"id_3557512356\">Temu Plots Aggressive US Comeback With 60% Price Cuts</h3><p>PDD Holdings Inc.-owned platform Temu is charging back into the US market with deep discounts to regain ground against rival Shein Group Ltd after months of turmoil from Donald Trump’s tariff changes.</p><p>At least two dozen of Temu’s best-selling products have seen prices drop by 18% on average in early September compared with late April, when small parcels still enjoyed duty-free access to the US under the so-called “de minimis” tariff exemption. Some items have seen cuts as deep as 60%, according to Bloomberg&#39;s data.</p><h3 id=\"id_692792438\">PDD’s Open Interests Show Bullish Bets</h3><p>Open interest for PDD expiring after Oct 17 showed highly bullish sentiment as <strong>Call</strong> open interest totaled at <strong>645,653</strong>, while<strong> Puts </strong>stood at <strong>271,240</strong>. Put-Call open interest ratio reached <strong>0.42</strong>.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a72608ec4c9c5459e92545ce624acba6\" alt=\"Source: Option Charts\" title=\"Source: Option Charts\" tg-width=\"1002\" tg-height=\"714\"/><span>Source: Option Charts</span></p><p>The highest open interest was seen on <strong>$130</strong> strike Call expiring September 26, 2025, with 72,880 unclosed contracts as of September. The $140 strike call option expiring Oct 17 also showed heavy bets with 43,942 unclosed contracts.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e4a1114b1dbef17dc29220dcf1bb9d2c\" alt=\"Source: Option Charts\" title=\"Source: Option Charts\" tg-width=\"975\" tg-height=\"363\"/><span>Source: Option Charts</span></p><h3 id=\"id_82518515\">Option Strategy: Sell OTM Put</h3><p>The expected move for <strong>PDD</strong> options expiring on <strong>Oct 17, 2025 (38 days) (m)</strong> is <strong>±$7.83 (6.25%)</strong>, with a price range of <strong>$117.4</strong> - <strong>$133.06</strong>. The expected move means that IV defines that the stock price has a low probability of dropping below $117, giving chances to sell put options below $117.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1d0d124a35bf649a06a85980a093d220\" alt=\"Source: Option Charts\" title=\"Source: Option Charts\" tg-width=\"986\" tg-height=\"555\"/><span>Source: Option Charts</span></p><p><strong>Structure:</strong> Sell the <strong>$115 Put </strong>( Oct 17, 2025 expiration)</p><p><a href=\"https://ttm.financial/OPT/PDD%2020251017%20115.0%20PUT\" title=\"$PDD 20251017 115.0 PUT$\" class=\"\">$PDD 20251017 115.0 PUT$</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/addc24a16a28646d98a31108a8566370\" alt=\"Source: Tiger Trade App\" title=\"Source: Tiger Trade App\" tg-width=\"1170\" tg-height=\"1366\"/><span>Source: Tiger Trade App</span></p><ul style=\"\"><li><p><strong>Max Profit</strong>: ~$129 (estimate)</p></li><li><p><strong>Max Loss</strong>: -$11,371</p></li><li><p><strong>Estimated Margin</strong>: $2,502</p></li></ul></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>Option Witch | PDD's Profitability Make Shares Attractive, Sell Puts for Income or Discounted Entry</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\">\nOption Witch | PDD's Profitability Make Shares Attractive, Sell Puts for Income or Discounted Entry\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1016323842\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Option Witch </p>\n<p class=\"h-time\">2025-09-09 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>PDD Holdings’ strong earnings and Temu’s aggressive U.S. push highlight its growth potential, but options activity tells the bigger story. With bullish call interest and favorable implied volatility, traders see limited downside risk. A put-selling strategy offers investors attractive income while positioning for long-term revaluation upside.</p><h3 id=\"id_3322679826\" style=\"text-align: left;\">PDD&#39;s Profitability Make Shares Attractive</h3><p>PDD Holdings<strong> </strong>reported better-than-expected earnings for its second quarter, despite headwinds in the company’s core business such as tariff headwinds and increasing competition in the Chinese e-commerce market. China and the U.S. agreed on a trade framework in June that lowered tariffs temporarily, and, in the long term, I also believe that the U.S. and China are going to resolve their trade differences in a mutually beneficial way. While PDD Holdings has seen slowing top line growth in the second quarter and some pressure on margins, I believe China will remain a key growth play for e-commerce investors. PDD Holdings is very attractively valued based off of earnings, and I continue to see revaluation potential for the firm&#39;s shares.</p><h3 id=\"id_3557512356\">Temu Plots Aggressive US Comeback With 60% Price Cuts</h3><p>PDD Holdings Inc.-owned platform Temu is charging back into the US market with deep discounts to regain ground against rival Shein Group Ltd after months of turmoil from Donald Trump’s tariff changes.</p><p>At least two dozen of Temu’s best-selling products have seen prices drop by 18% on average in early September compared with late April, when small parcels still enjoyed duty-free access to the US under the so-called “de minimis” tariff exemption. Some items have seen cuts as deep as 60%, according to Bloomberg&#39;s data.</p><h3 id=\"id_692792438\">PDD’s Open Interests Show Bullish Bets</h3><p>Open interest for PDD expiring after Oct 17 showed highly bullish sentiment as <strong>Call</strong> open interest totaled at <strong>645,653</strong>, while<strong> Puts </strong>stood at <strong>271,240</strong>. Put-Call open interest ratio reached <strong>0.42</strong>.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a72608ec4c9c5459e92545ce624acba6\" alt=\"Source: Option Charts\" title=\"Source: Option Charts\" tg-width=\"1002\" tg-height=\"714\"/><span>Source: Option Charts</span></p><p>The highest open interest was seen on <strong>$130</strong> strike Call expiring September 26, 2025, with 72,880 unclosed contracts as of September. The $140 strike call option expiring Oct 17 also showed heavy bets with 43,942 unclosed contracts.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e4a1114b1dbef17dc29220dcf1bb9d2c\" alt=\"Source: Option Charts\" title=\"Source: Option Charts\" tg-width=\"975\" tg-height=\"363\"/><span>Source: Option Charts</span></p><h3 id=\"id_82518515\">Option Strategy: Sell OTM Put</h3><p>The expected move for <strong>PDD</strong> options expiring on <strong>Oct 17, 2025 (38 days) (m)</strong> is <strong>±$7.83 (6.25%)</strong>, with a price range of <strong>$117.4</strong> - <strong>$133.06</strong>. The expected move means that IV defines that the stock price has a low probability of dropping below $117, giving chances to sell put options below $117.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1d0d124a35bf649a06a85980a093d220\" alt=\"Source: Option Charts\" title=\"Source: Option Charts\" tg-width=\"986\" tg-height=\"555\"/><span>Source: Option Charts</span></p><p><strong>Structure:</strong> Sell the <strong>$115 Put </strong>( Oct 17, 2025 expiration)</p><p><a href=\"https://ttm.financial/OPT/PDD%2020251017%20115.0%20PUT\" title=\"$PDD 20251017 115.0 PUT$\" class=\"\">$PDD 20251017 115.0 PUT$</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/addc24a16a28646d98a31108a8566370\" alt=\"Source: Tiger Trade App\" title=\"Source: Tiger Trade App\" tg-width=\"1170\" tg-height=\"1366\"/><span>Source: Tiger Trade App</span></p><ul style=\"\"><li><p><strong>Max Profit</strong>: ~$129 (estimate)</p></li><li><p><strong>Max Loss</strong>: -$11,371</p></li><li><p><strong>Estimated Margin</strong>: $2,502</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193278796","content_text":"PDD Holdings’ strong earnings and Temu’s aggressive U.S. push highlight its growth potential, but options activity tells the bigger story. With bullish call interest and favorable implied volatility, traders see limited downside risk. A put-selling strategy offers investors attractive income while positioning for long-term revaluation upside.PDD's Profitability Make Shares AttractivePDD Holdings reported better-than-expected earnings for its second quarter, despite headwinds in the company’s core business such as tariff headwinds and increasing competition in the Chinese e-commerce market. China and the U.S. agreed on a trade framework in June that lowered tariffs temporarily, and, in the long term, I also believe that the U.S. and China are going to resolve their trade differences in a mutually beneficial way. While PDD Holdings has seen slowing top line growth in the second quarter and some pressure on margins, I believe China will remain a key growth play for e-commerce investors. PDD Holdings is very attractively valued based off of earnings, and I continue to see revaluation potential for the firm's shares.Temu Plots Aggressive US Comeback With 60% Price CutsPDD Holdings Inc.-owned platform Temu is charging back into the US market with deep discounts to regain ground against rival Shein Group Ltd after months of turmoil from Donald Trump’s tariff changes.At least two dozen of Temu’s best-selling products have seen prices drop by 18% on average in early September compared with late April, when small parcels still enjoyed duty-free access to the US under the so-called “de minimis” tariff exemption. Some items have seen cuts as deep as 60%, according to Bloomberg's data.PDD’s Open Interests Show Bullish BetsOpen interest for PDD expiring after Oct 17 showed highly bullish sentiment as Call open interest totaled at 645,653, while Puts stood at 271,240. Put-Call open interest ratio reached 0.42.Source: Option ChartsThe highest open interest was seen on $130 strike Call expiring September 26, 2025, with 72,880 unclosed contracts as of September. The $140 strike call option expiring Oct 17 also showed heavy bets with 43,942 unclosed contracts.Source: Option ChartsOption Strategy: Sell OTM PutThe expected move for PDD options expiring on Oct 17, 2025 (38 days) (m) is ±$7.83 (6.25%), with a price range of $117.4 - $133.06. The expected move means that IV defines that the stock price has a low probability of dropping below $117, giving chances to sell put options below $117.Source: Option ChartsStructure: Sell the $115 Put ( Oct 17, 2025 expiration)$PDD 20251017 115.0 PUT$Source: Tiger Trade AppMax Profit: ~$129 (estimate)Max Loss: -$11,371Estimated Margin: $2,502","news_type":1,"symbols_score_info":{"PDD":1.1}},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9095321739,"gmtCreate":1644831549956,"gmtModify":1676533965876,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095321739","repostId":"1156270518","repostType":2,"repost":{"id":"1156270518","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":1644829934,"share":"https://ttm.financial/m/news/1156270518?lang=en_US&edition=fundamental","pubTime":"2022-02-14 17:12","market":"us","language":"en","title":"Vaccine Stocks Slipped in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1156270518","media":"Tiger Newspress","summary":"Novavax, Moderna, BioNTech, and Pfizer fell between 1% and 5%.","content":"<html><head></head><body><p>Novavax, Moderna, BioNTech, and Pfizer fell between 1% and 5%.</p><p><img src=\"https://static.tigerbbs.com/fee74f1e9f7493e81a0a1c1d3630c332\" tg-width=\"701\" tg-height=\"612\" width=\"100%\" height=\"auto\"/></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>Vaccine Stocks Slipped in Premarket Trading</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\">\nVaccine Stocks Slipped in Premarket Trading\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\">2022-02-14 17:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Novavax, Moderna, BioNTech, and Pfizer fell between 1% and 5%.</p><p><img src=\"https://static.tigerbbs.com/fee74f1e9f7493e81a0a1c1d3630c332\" tg-width=\"701\" tg-height=\"612\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","BNTX":"BioNTech SE","PFE":"辉瑞","NVAX":"诺瓦瓦克斯医药"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156270518","content_text":"Novavax, Moderna, BioNTech, and Pfizer fell between 1% and 5%.","news_type":1,"symbols_score_info":{"MRNA":0.9,"PFE":0.9,"NVAX":0.9,"BNTX":0.9}},"isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091733835,"gmtCreate":1643938651985,"gmtModify":1676533874061,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091733835","repostId":"2208431531","repostType":4,"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3572005609122539","idStr":"3572005609122539"},"content":"is this the beginning or the end of the fall?","text":"is this the beginning or the end of the fall?","html":"is this the beginning or the end of the fall?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091823550,"gmtCreate":1643843352277,"gmtModify":1676533861418,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Why","listText":"Why","text":"Why","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091823550","repostId":"2208364488","repostType":2,"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004184697,"gmtCreate":1642543136046,"gmtModify":1676533719628,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Gaming is resession proof","listText":"Gaming is resession proof","text":"Gaming is resession proof","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004184697","repostId":"1149966362","repostType":4,"repost":{"id":"1149966362","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":1642512559,"share":"https://ttm.financial/m/news/1149966362?lang=en_US&edition=fundamental","pubTime":"2022-01-18 21:29","market":"us","language":"en","title":"Microsoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln","url":"https://stock-news.laohu8.com/highlight/detail?id=1149966362","media":"Tiger Newspress","summary":"Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game develop","content":"<html><head></head><body><p>Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.</p><p>Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.</p><p>Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.</p><p>The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.</p><p>The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.</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>Microsoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln</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\">\nMicrosoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln\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\">2022-01-18 21:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.</p><p>Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.</p><p>Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.</p><p>The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.</p><p>The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATVI":"动视暴雪","MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149966362","content_text":"Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.","news_type":1,"symbols_score_info":{"MSFT":0.9,"ATVI":0.9}},"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063499624,"gmtCreate":1651503374371,"gmtModify":1676534917310,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Love it. Big on oil.","listText":"Love it. Big on oil.","text":"Love it. Big on oil.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063499624","repostId":"2232712364","repostType":2,"repost":{"id":"2232712364","kind":"highlight","pubTimestamp":1651502479,"share":"https://ttm.financial/m/news/2232712364?lang=en_US&edition=fundamental","pubTime":"2022-05-02 22:41","market":"us","language":"en","title":"Warren Buffett Just Made an Even Bigger Bet on Oil Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=2232712364","media":"Motley Fool","summary":"Chevron is now a top-three position for Berkshire, bigger than American Express and Coca-Cola.","content":"<div>\n<p>In the middle of the first quarter, Warren Buffett's company, Berkshire Hathaway, had to disclose it had made a large bet on Occidental Petroleum. That's because the giant Buffett conglomerate had ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/02/buffett-just-made-an-even-bigger-bet-on-oil-prices/\">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; 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>Warren Buffett Just Made an Even Bigger Bet on Oil Prices</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\">\nWarren Buffett Just Made an Even Bigger Bet on Oil Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-02 22:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/02/buffett-just-made-an-even-bigger-bet-on-oil-prices/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the middle of the first quarter, Warren Buffett's company, Berkshire Hathaway, had to disclose it had made a large bet on Occidental Petroleum. That's because the giant Buffett conglomerate had ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/02/buffett-just-made-an-even-bigger-bet-on-oil-prices/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油","CVX":"雪佛龙","BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2022/05/02/buffett-just-made-an-even-bigger-bet-on-oil-prices/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2232712364","content_text":"In the middle of the first quarter, Warren Buffett's company, Berkshire Hathaway, had to disclose it had made a large bet on Occidental Petroleum. That's because the giant Buffett conglomerate had taken a stake that exceeded 10% of Occidental's stock, prompting a disclosure.That purchase in Occidental, which seemed like a leveraged bet on higher oil prices, appeared to indicate Buffett was bullish on oil prices following Russia's invasion of Ukraine. But it also could have been for factors specific to Occidental.It turns out that Buffett was making an even more massive bet on oil prices at the time, the full extent of which he didn't have to disclose until now.Chevron is now a top-three position for Berkshire, ahead of AmEx and CokeWhile Berkshire had to disclose its position in Occidental, it didn't have to do so for a huge increase in its position in Chevron (CVX -3.16%). Because Chevron is a much larger overall company, Berkshire was able to increase its share of the company from 2% at the end of the fourth quarter of 2021 to 8.9% by the end of the first quarter of 2022.Thanks to rising oil prices and Chevron's rising price, the stake has now overtaken famous longtime Buffett holdings American Express and Coca-Cola in terms of size. At today's prices, Chevron now makes up 7.7% of Berkshire's $353 billion portfolio, its third-largest position, behind Apple in first and Bank of America.When combined with Occidental's 2.1% allocation, Buffett has now bet 9.8% of Berkshire's public equity portfolio on these two oil and gas producers. That's more than double the relative allocation to energy in the S&P 500, at just 3.86%.Image source: Getty Images.Ukraine and the \"casino\" of Wall Street enabled the purchaseBuffett has been somewhat bullish on the oil and gas sector over the past two years, purchasing its initial Chevron stake in late 2020 and acquiring the natural gas assets from Dominion Energy (D -2.66%) in mid-2020. These followed a preferred-stock investment in Occidental in 2019, which helped fund the company's acquisition of Anadarko.Buffett probably liked the prices at which he could buy these assets. Investors focused on environmental, social, and governance (ESG) issues eschew traditional energy stocks, and exploration and production companies have limited their investments over the past decade of low energy prices. So the traditional energy sector had likely become the type of value investment Buffett seeks.Given the aggressive pace of the purchases, it appears Russia's invasion of Ukraine stimulated Buffett's decision to act big and act quickly. Berkshire normally can't buy that much stock that quickly even if it wanted to, because it buys stock in such large size.However, Buffett lamented the more \"casino-like\" nature of modern markets that enabled Berkshire to buy such a big stake so quickly. Since a large chunk of Occidental is locked up in index funds, Buffett was even more surprised he could buy so much of the company in such a short time. While it was good for Berkshire, Buffett lamented the fact that the purchase was even possible. Speaking to CNBC at Berkshire's annual shareholders meeting on Saturday, he said:That's not investment. You're not buying from [investors]. I find it just incredible. You couldn't do that with Berkshire. ... Overwhelmingly, large companies in America, they became poker chips. ... That enabled us, in a two-week period, to buy 14% of a business that's been around for decades. ... Imagine trying to [buy] 14% of the farms in this country, 14% of the apartment houses, 14% of the auto dealerships, or just anything, when already 40% were locked up some other place. It defies anything Charlie and I have seen, and we've seen a lot.Is the oil trading over, or just getting started?Some might think Berkshire may be buying oil stocks near the top of the energy market. After all, oil prices have doubled since the beginning of 2021, and Buffett was buying on the way up. Moreover, there are now widespread fears about a recession later this year or next year, which could hurt oil demand. The U.S. rig count is also rising, which should bring supply on line later this year, and the government is even releasing 1 million barrels of oil per day for the next six months from the Strategic Petroleum Reserve.On the other hand, Europe is now contemplating a quicker-than-expected embargo of Russian oil due to its atrocities in Ukraine. Moreover, the COVID-19 lockdowns in China could lift in the near future, at about the same time as the summer highway-travel season in the U.S. So there is also a case to be made that oil could be in for further gains (or at least stability at these high levels) for the foreseeable future.In any case, Buffett tends to take a longer-term view of these things. More likely, he sees a structural supply shortfall over the next decade, and sees the high dividends from oil companies as durable. As a justification for his initial preferred-stock financing of Occidental back in 2019, he admitted the financing was a bet on higher oil prices over the long term. Given an even more favorable setup today, that view likely hasn't changed.Individual investors should make their own decisions about their allocation to traditional energy. However, the transition to clean energy won't happen overnight. As long as the world uses fossil fuels, there will be a need for traditional energy companies. Those without any exposure should take note of Buffett's recent bet.","news_type":1,"symbols_score_info":{"JE":1,"OXY":0.9,"CVX":0.9,"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083154037,"gmtCreate":1650082178545,"gmtModify":1676534644252,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Counter the bid by making the deal costly&nbsp;","listText":"Counter the bid by making the deal costly&nbsp;","text":"Counter the bid by making the deal costly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083154037","repostId":"2227638600","repostType":4,"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099401872,"gmtCreate":1643405428537,"gmtModify":1676533816219,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099401872","repostId":"1175743992","repostType":4,"repost":{"id":"1175743992","kind":"news","pubTimestamp":1643382994,"share":"https://ttm.financial/m/news/1175743992?lang=en_US&edition=fundamental","pubTime":"2022-01-28 23:16","market":"us","language":"en","title":"7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1175743992","media":"InvestorPlace","summary":"Tech stocks, including most big tech names, have been performing very badly in the first few weeks o","content":"<div>\n<p>Tech stocks, including most big tech names, have been performing very badly in the first few weeks of this year. The Nasdaq 100, which is made up primarily of large tech companies, has tumbled 13% in ...</p>\n\n<a href=\"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/\">Source Link</a>\n\n</div>\n","source":"lsy1606302653667","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>7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022</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\">\n7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-28 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech stocks, including most big tech names, have been performing very badly in the first few weeks of this year. The Nasdaq 100, which is made up primarily of large tech companies, has tumbled 13% in ...</p>\n\n<a href=\"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PANW":"Palo Alto Networks","GOOG":"谷歌","PYPL":"PayPal","IBM":"IBM","MSFT":"微软","TSM":"台积电","CIEN":"Ciena科技"},"source_url":"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175743992","content_text":"Tech stocks, including most big tech names, have been performing very badly in the first few weeks of this year. The Nasdaq 100, which is made up primarily of large tech companies, has tumbled 13% in 2022 so far.But investors who follow a few principles when it comes to buying large tech stocks can easily outperform the Nasdaq and the Nasdaq 100, while making significant profits this year.First of all, with the Street very bearish on unprofitable and high-valuation firms in this elevated inflation, rising interest rate environment, medium-term investors should only buy the shares of large tech companies that are firmly in the black. Secondly, with very few exceptions, they should avoid the shares of companies seen as pandemic plays.Also importantly, tech stocks that are in the sectors viewed relatively optimistically by Wall Street should be emphasized. Among these are IT security, the cloud, semiconductors and fiber optics.With this in mind, here are seven big tech stock likely to outperform the Nasdaq this year:IBM(NYSE:IBM)Microsoft(NASDAQ:MSFT)Palo Alto Networks(NASDAQ:PANW)Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL)Taiwan Semiconductor(NYSE:TSM)PayPal(NASDAQ:PYPL)Ciena(NYSE:CIEN)Tech Stocks to Beat the Nasdaq: IBM (IBM)This “old tech” stock has all of the characteristics that I outlined in this column’s introduction. It’s definitely profitable, as analysts on average expect its 2022 earnings per shareto come in at nearly $10. And, trading at about 13 times that $10 estimate, it’s certainly cheap. Finally, IBM is heavily involved in the cloud.More specifically,as I pointed out in a December 2021 column, IBM CEO Arvind Krishna has adopted a hybrid cloud strategy, which involves marketing the conglomerate’s “software tools that connect multiple public clouds to companies’ on-premise data centers and edge environments.” With many businesses very concerned about cloud outages, that should be a winning strategy this year.Additionally, IBM’s spinoff of its less profitable businesses, completed in November, should greatly boost the valuation of IBM stock.Finally, Krishna is widely viewed as doing a good job so far, and the company does not face significant regulatory headwinds.Microsoft (MSFT)The second-largest cloud infrastructure provider, Microsoft is very well-positioned to benefit from the technology’s growth his year. Specifically, well-respected research firm Gartner predicts that cloud spending will grow to $482 billion this year, versus $313 billion in 2020.Indeed, with the work-from-home trend staying stronger than many had expected, the cloud is going to stay critical for the foreseeable future.Microsoft has a reasonable valuation (after its recent pullback, MSFT stock is changing hands for less than 32 times analysts’ average 2022 earnings per share (EPS) estimate). Meanwhile, like IBM, it definitely is quite profitable, and it’s unlikely to face any difficult regulatory challenges in 2022.Also like IBM, the company is poised to continue getting a lift from the work-from-home trend. Not only will Microsoft’s cloud unit be boosted by that trend, but its Windows business should continue to be lifted as more work-from-home employees upgrade their home computer hardware and software.Tech Stocks to Beat the Nasdaq: Palo Alto Networks (PANW)One of the world’s premiere cybersecurity companies, Palo Alto is often on “the short lists” of major IT security deals. And given the multiple huge cyberattacks that major companies and governments have absorbed in recent years, cybersecurity is becoming more crucial than ever. Also likely to increase cybersecurity companies’ top and bottom lines is the ever-accelerating Internet of Things trend, including the rise of connected cars.Importantly, with the federal government continuing to rapidly increase its spending on cybersecurity initiatives, the company has a substantial federal IT security business. What’s more, as artificial intelligence is becoming much more important in the sector, Palo Alto is quickly increasing its utilization of the technology.Analysts expect the IT security giant to generate EPS of $7.23 this year, up from $6.14 in 2021. PANW stock is changing hands for 67 times the mean 2022 EPS estimate. That sounds high, but it’s actually fairly low for the hot cybersecurity sector.Alphabet (GOOG, GOOGL)With its highly profitable search ad business that’s seemingly impervious to recession, the pandemic, the recovery from the pandemic, Apple’s (NASDAQ:AAPL) new privacy rules and inflation, Alphabet has become a FAANG favorite on the Street.In Q3 2021, the company’s profit rose by a huge 66% year-over-year to an incredible $19 billion, while its ad revenue climbed 43% YoY.Alphabet has been cutting its costs, and 2022 could be the year when its Waymo self-driving unit starts really putting its tremendous commercial potential on display. The unit intends to launch multiple pilots in Texas with its partner, logistics firmJB Hunt(NASDAQ:JBHT), this year.JMP Securities analyst Andrew Boone told The New York Times that “it just appears that the company is immune to the impact” of government regulations. The company’s financial help for the Democratic Party will probably help it avoid any tough penalties from Washington.Tech Stocks to Beat the Nasdaq: Taiwan Semiconductors (TSM)Benefitting from the incredibly strong demand for chips, the company recently reported higher-than-expectedQ4 EPS, which represented an all-time high for Taiwan Semiconductor. In Q1, the chip giant expects its operating profit margin to come in at 42%-44%.With the chip shortage still going strong and Taiwan Semiconductorinvesting heavily in expanding its capacity, the company should continue to benefit from incredibly strong demand for its products for a long time. That’s especially true since it makes top-notch chips for which there is exceptionally strong demand.TSM stock is down 1.4% year to date and down 14.5% since Jan. 14, creating a very good entry point.According to Marketwatch, the shares are trading at an undemanding price-earnings ratio of 29.PayPal (PYPL)PayPal is not in one of the sectors currently favored by Wall Street, and some see its sector, fintech, as a pandemic play.Nonetheless, the company is the top name in the fintech space, which is still expected to grow at a very healthy compound annual growth rate of 24%from 2022 to 2027. As I pointed out in a previous column, PayPal has a tremendous first-mover advantage in the sector, with 400 million customers and “5 billion transactions plus a quarter.”PayPal’s 2021 EPSis expected by analysts, on average, to be a robust $3.48, and its 2022 EPS is expected to climb to $3.97.Considering all of these positive points, its forward price/earnings ratio of 33, based on analysts’ average 2022 revenue estimate, is a steal.Tech Stocks to Beat the Nasdaq: Ciena (CIEN)Benefiting from the rollout of 5G, CIEN stock is still up 21% over the past three months despite the tech pullback.In a Jan. 11 note to investors, Bank of America wrote that“networking is back.” In the same note, the firm raised its price target on CIEN stock to $91 from $83.In Ciena’s fiscal Q4 that ended in October, its revenue jumped 26% YoY to $1.04billion, and its EPS came in at 85 cents. And in very good news for the company’s shareholders, its board authorized $1 billion of stock repurchases. Impressively, its backlog reached $2.2 billion as of the end of October, up from $1 billion during the same period a year earlier.Ciena’s CEO, Gary Smith, toldBarron’sthat it was benefiting from prolific orders by both telecom carriers and companies in the cloud sector.","news_type":1,"symbols_score_info":{"CIEN":0.9,"TSM":0.9,"IBM":0.9,"PYPL":0.9,"GOOG":0.9,"MSFT":0.9,"PANW":0.9}},"isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089968093,"gmtCreate":1649945403455,"gmtModify":1676534612764,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089968093","repostId":"1114823299","repostType":4,"repost":{"id":"1114823299","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":1649944861,"share":"https://ttm.financial/m/news/1114823299?lang=en_US&edition=fundamental","pubTime":"2022-04-14 22:01","market":"us","language":"en","title":"UnitedHealth Stock Jumped After Better-Than-Expected Quarterly Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1114823299","media":"Tiger Newspress","summary":"UnitedHealth Group Inc on Thursday reported better-than-expected quarterly earnings, helped by a jum","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/UNH\">UnitedHealth Group Inc</a> on Thursday reported better-than-expected quarterly earnings, helped by a jump in revenue at its Optum healthcare services unit, prompting the company to raise its profit forecast for the year. Shares of UnitedHealth jumped 1.58% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/5be871959042d78676414a1d2e32657d\" tg-width=\"888\" tg-height=\"669\" width=\"100%\" height=\"auto\"/></p><p>The Optum business, which manages drug benefits and offers healthcare data analytics services, has helped withstand fluctuating medical costs during the pandemic at the company&#39;s health insurance business.</p><p>Revenue from Optum rose 18.9% to $43.26 billion in the quarter ended March 31, while the health insurance business brought in revenue of $62.6 billion, an increase of 13.6%.</p><p>The largest U.S. health insurer&#39;s medical care ratio rose to 82% for the first quarter, compared with 80.9% a year earlier due to COVID-19 effects. The ratio refers to the percentage of premiums paid out for medical services.</p><p>However, the number was still below analysts&#39; estimates of 82.29%, according to Refinitiv IBES data.</p><p>UnitedHealth said it now expects an adjusted profit of between $21.20 and $21.70 per share in 2022, compared with its prior forecast of $21.10 to $21.60 per share.</p><p>On an adjusted basis, the company earned $5.49 per share in the first quarter, beating estimates of $5.38 per share.</p><p>UnitedHealth&#39;s shares were up 0.5% at $539.80 in premarket trading.</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>UnitedHealth Stock Jumped After Better-Than-Expected Quarterly Earnings</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\">\nUnitedHealth Stock Jumped After Better-Than-Expected Quarterly Earnings\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\">2022-04-14 22:01</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/UNH\">UnitedHealth Group Inc</a> on Thursday reported better-than-expected quarterly earnings, helped by a jump in revenue at its Optum healthcare services unit, prompting the company to raise its profit forecast for the year. Shares of UnitedHealth jumped 1.58% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/5be871959042d78676414a1d2e32657d\" tg-width=\"888\" tg-height=\"669\" width=\"100%\" height=\"auto\"/></p><p>The Optum business, which manages drug benefits and offers healthcare data analytics services, has helped withstand fluctuating medical costs during the pandemic at the company&#39;s health insurance business.</p><p>Revenue from Optum rose 18.9% to $43.26 billion in the quarter ended March 31, while the health insurance business brought in revenue of $62.6 billion, an increase of 13.6%.</p><p>The largest U.S. health insurer&#39;s medical care ratio rose to 82% for the first quarter, compared with 80.9% a year earlier due to COVID-19 effects. The ratio refers to the percentage of premiums paid out for medical services.</p><p>However, the number was still below analysts&#39; estimates of 82.29%, according to Refinitiv IBES data.</p><p>UnitedHealth said it now expects an adjusted profit of between $21.20 and $21.70 per share in 2022, compared with its prior forecast of $21.10 to $21.60 per share.</p><p>On an adjusted basis, the company earned $5.49 per share in the first quarter, beating estimates of $5.38 per share.</p><p>UnitedHealth&#39;s shares were up 0.5% at $539.80 in premarket trading.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UNH":"联合健康"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114823299","content_text":"UnitedHealth Group Inc on Thursday reported better-than-expected quarterly earnings, helped by a jump in revenue at its Optum healthcare services unit, prompting the company to raise its profit forecast for the year. Shares of UnitedHealth jumped 1.58% in morning trading.The Optum business, which manages drug benefits and offers healthcare data analytics services, has helped withstand fluctuating medical costs during the pandemic at the company's health insurance business.Revenue from Optum rose 18.9% to $43.26 billion in the quarter ended March 31, while the health insurance business brought in revenue of $62.6 billion, an increase of 13.6%.The largest U.S. health insurer's medical care ratio rose to 82% for the first quarter, compared with 80.9% a year earlier due to COVID-19 effects. The ratio refers to the percentage of premiums paid out for medical services.However, the number was still below analysts' estimates of 82.29%, according to Refinitiv IBES data.UnitedHealth said it now expects an adjusted profit of between $21.20 and $21.70 per share in 2022, compared with its prior forecast of $21.10 to $21.60 per share.On an adjusted basis, the company earned $5.49 per share in the first quarter, beating estimates of $5.38 per share.UnitedHealth's shares were up 0.5% at $539.80 in premarket trading.","news_type":1,"symbols_score_info":{"UNH":0.9}},"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091373573,"gmtCreate":1643789232401,"gmtModify":1676533856592,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091373573","repostId":"2208357849","repostType":4,"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099138189,"gmtCreate":1643317418708,"gmtModify":1676533802122,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Like it","listText":"Like it","text":"Like it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099138189","repostId":"2206838860","repostType":4,"repost":{"id":"2206838860","kind":"highlight","pubTimestamp":1643296934,"share":"https://ttm.financial/m/news/2206838860?lang=en_US&edition=fundamental","pubTime":"2022-01-27 23:22","market":"us","language":"en","title":"2 High-Risk Growth Stocks Down 68% to 84% That Could Soar","url":"https://stock-news.laohu8.com/highlight/detail?id=2206838860","media":"Motley Fool","summary":"Stellar returns might be on the horizon if these two companies can turn around investor sentiment.","content":"<div>\n<p>Just to be clear upfront: Any company that loses 68% of its value (or more) comes with inherent risks, so investors should be cautious. But the broader tech market sell-off since November 2021 has ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/26/2-growth-stocks-down-68-to-84-that-could-soar/\">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; 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>2 High-Risk Growth Stocks Down 68% to 84% That Could Soar</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\">\n2 High-Risk Growth Stocks Down 68% to 84% That Could Soar\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-27 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/26/2-growth-stocks-down-68-to-84-that-could-soar/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Just to be clear upfront: Any company that loses 68% of its value (or more) comes with inherent risks, so investors should be cautious. But the broader tech market sell-off since November 2021 has ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/26/2-growth-stocks-down-68-to-84-that-could-soar/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AI":"C3.ai, Inc.","BK4543":"AI","LMND":"Lemonade, Inc.","BK4023":"应用软件","LTCH":"Latch, Inc.","BK4107":"财产与意外伤害保险","BK4551":"寇图资本持仓","BK4549":"软银资本持仓","MILE":"Metromile, Inc","BK4528":"SaaS概念","BK4548":"巴美列捷福持仓","BK4535":"淡马锡持仓"},"source_url":"https://www.fool.com/investing/2022/01/26/2-growth-stocks-down-68-to-84-that-could-soar/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206838860","content_text":"Just to be clear upfront: Any company that loses 68% of its value (or more) comes with inherent risks, so investors should be cautious. But the broader tech market sell-off since November 2021 has been brutal to many high-growth stocks, and some now present an attractive risk-reward proposition.Two stocks in particular are changing the face of their respective industries through innovation. It's an ambitious undertaking, and success is rarely without bumps in the road. But if they can turn around the sentiment regarding the true value of their stock, they could supercharge your portfolio over the long term.Image source: Getty Images.1. Latch: Down 68%The security industry for new buildings probably isn't the first place you'd look for a transformative tech stock. But Latch (NASDAQ:LTCH) is delivering innovative solutions that are changing the way high-rise builders think about guest management and access. Latch has become so popular, in fact, that 3 out of every 10 new apartments in the U.S. feature its security products.The company's Smart Access technology allows users to unlock their doors using the Latch App, a key code, or even their Apple Watch. It offers multiple hardware configurations to serve new construction or to retrofit existing buildings. And the Latch Intercom allows new-age guest and delivery management, giving the users power to grant access to a visitor or a courier even if they're not home.But unlike many security providers, which install systems and then move on, Latch is also a software-as-a-service company. Once its Intercom and Smart Home systems are implemented, it charges each landlord a subscription fee, creating a recurring revenue stream. As of the recent third quarter of 2021, it had booked $59.8 million of annual recurring revenue, a growing portion of its expected $360 million in total bookings for 2021.Buildings take time to complete, and since Latch often makes deals with builders before projects begin construction, it reports bookings that are expected to eventually convert into revenue when finished. Once Latch officially reports its fourth-quarter 2021 results, the company expects it will have generated up to $42 million in revenue for the full year. In 2022, analysts expect that figure to soar 252% to $148 million, the natural result of a bookings backlog that is quickly being realized.Latch is not a profitable company just yet, but its revenue growth over the next few years could pave the way to positive earnings per share. Its stock has traded in the public markets for less than a year, and while it offers promise, investors should make this bet a long-term one.Image source: Getty Images.2. Lemonade: Down 84%Artificial intelligence (AI) is allowing companies to rapidly deliver products and solutions that used to require hours of human input. In this case, Lemonade (NYSE:LMND) is leveraging the advanced technology to sell insurance. It offers five different types including car insurance, a segment it only recently entered.Lemonade's goal is to make the customer experience more pleasant, and its AI-powered bot, Maya, does this by delivering a quote in less than 90 seconds. There's no need for frustrating, lengthy phone calls or clunky online questionnaires. Filing a claim is quick, too, with processing times as short as three minutes. This is particularly appealing to younger buyers, with the majority of Lemonade's customers being under age 34.When Lemonade developed its homeowners, renters, pet, and life insurance, its strategy was to allow its AI model to learn over time. The more data it ingests, the more accurate it becomes, and therefore reaching optimal performance can be a slow process. When it pivoted to car insurance, which is its largest market yet, it decided to bolt on an acquisition to speed up the process.In November 2021, Lemonade acquired Metromile (NASDAQ:MILE), which also uses AI for insurance purposes. At the time, Metromile had collected over 3 billion miles' worth of data and had a decade-long head start over Lemonade in car insurance. Additionally, Metromile brought its 49 state licenses to the deal, which is incredibly valuable to Lemonade as a new entrant to the market.Lemonade already has 1.36 million customers, but car insurance could transform its business by helping it snatch market share from much larger industry players. In 2020, the company generated $94 million in revenue, but in 2022 analysts expect that figure to soar to $219 million. That's a 132% increase in just two years or a 52% compound annual growth rate.And it could get even better. The U.S. car insurance market is estimated to be worth $316 billion in 2022, so while Lemonade's stock is down 84% from its all-time high of $182, it has an enormous addressable market to grow into. That makes it an exciting long-term bet for investors who are open to some risk.","news_type":1,"symbols_score_info":{"AI":1,"MILE":1,"LTCH":1,"LMND":1}},"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003680622,"gmtCreate":1640961426655,"gmtModify":1676533558793,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Apple","listText":"Apple","text":"Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003680622","repostId":"1158843518","repostType":2,"repost":{"id":"1158843518","kind":"news","pubTimestamp":1640960290,"share":"https://ttm.financial/m/news/1158843518?lang=en_US&edition=fundamental","pubTime":"2021-12-31 22:18","market":"us","language":"en","title":"Apple Stays on Top for Phone Sales in China","url":"https://stock-news.laohu8.com/highlight/detail?id=1158843518","media":"The Wall Street Journal","summary":"Company had a 23.6% market share in November, according to market researcherApple’s sales in China g","content":"<html><head></head><body><p>Company had a 23.6% market share in November, according to market researcher</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2ae3d1373202819cbc349670b90e680\" tg-width=\"1290\" tg-height=\"859\" referrerpolicy=\"no-referrer\"/><span>Apple’s sales in China grew 15.5% in November from a month earlier, market research data show.</span></p><p>Apple Inc secured the top spot for phone sales in China for a second straight month in November, according to market research data, driven by the success of the iPhone 13 series.</p><p>The Cupertino, Calif.-based company had a 23.6% market share in November, according to market research firm Counterpoint Research, after outperforming all other phone makers a month earlier for the first time since 2015.</p><p>Its nearest rival, Vivo, had a 17.8% market share in November, according to the data.</p><p>Apple’s move to keep prices of this year’s iPhone 13 series in line with iPhone 12 models has been a hit with Chinese consumers, who account for about a fifth of total iPhone sales.</p><p>Sales promotions during China’s Black Friday-like shopping season in November, known as “Singles Day,” helped major Chinese e-commerce platforms report record sales. Several new and old iPhone models made it into a daily sales top 10 ranking on one of China’s largest e-commerce platforms,JD.com Inc. on Nov. 11, when the Singles Day event kicked off.</p><p>Apple’s sales grew 15.5% in November from a month earlier, according to the Counterpoint data.</p><p>Apple is also benefiting from the troubles of its former biggest local rival in China for the high-end smartphone market, Huawei Technologies Co. Shipments and sales of Huawei’s premium phone models have plummeted since the company was hit by U.S. sanctions last year.</p><p>However, Apple’s top spot in China may be short-lived.</p><p>Counterpoint analyst Ethan Qi estimated December or January would be a turning point after Chinese iPhone owners finish upgrading their older devices. Mr. Qi said Apple may drop back behind domestic brands like Oppo, Vivo and Honor—a budget brand previously owned by Huawei—early in the new year.</p><p>Apple has kept prices on hold in China despite repeated warnings from Chief Executive Tim Cook of losses caused by supply constraints for semiconductors and other materials. In September, Mr. Cook said prices were set region by region based on a variety of things including costs, competition, local conditions and exchange rates.</p><p>Consumers in China are now seeing delivery estimates for the iPhone 13’s high-end models shortened to less than a week from about 20 days in early November. Some of China’s biggest e-commerce sites still limit each consumer to only two units for some popular models.</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 Stays on Top for Phone Sales in China</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 Stays on Top for Phone Sales in China\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-31 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/apple-stays-on-top-for-phone-sales-in-china-11640945397?mod=hp_lista_pos5><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company had a 23.6% market share in November, according to market researcherApple’s sales in China grew 15.5% in November from a month earlier, market research data show.Apple Inc secured the top spot...</p>\n\n<a href=\"https://www.wsj.com/articles/apple-stays-on-top-for-phone-sales-in-china-11640945397?mod=hp_lista_pos5\">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.wsj.com/articles/apple-stays-on-top-for-phone-sales-in-china-11640945397?mod=hp_lista_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158843518","content_text":"Company had a 23.6% market share in November, according to market researcherApple’s sales in China grew 15.5% in November from a month earlier, market research data show.Apple Inc secured the top spot for phone sales in China for a second straight month in November, according to market research data, driven by the success of the iPhone 13 series.The Cupertino, Calif.-based company had a 23.6% market share in November, according to market research firm Counterpoint Research, after outperforming all other phone makers a month earlier for the first time since 2015.Its nearest rival, Vivo, had a 17.8% market share in November, according to the data.Apple’s move to keep prices of this year’s iPhone 13 series in line with iPhone 12 models has been a hit with Chinese consumers, who account for about a fifth of total iPhone sales.Sales promotions during China’s Black Friday-like shopping season in November, known as “Singles Day,” helped major Chinese e-commerce platforms report record sales. Several new and old iPhone models made it into a daily sales top 10 ranking on one of China’s largest e-commerce platforms,JD.com Inc. on Nov. 11, when the Singles Day event kicked off.Apple’s sales grew 15.5% in November from a month earlier, according to the Counterpoint data.Apple is also benefiting from the troubles of its former biggest local rival in China for the high-end smartphone market, Huawei Technologies Co. Shipments and sales of Huawei’s premium phone models have plummeted since the company was hit by U.S. sanctions last year.However, Apple’s top spot in China may be short-lived.Counterpoint analyst Ethan Qi estimated December or January would be a turning point after Chinese iPhone owners finish upgrading their older devices. Mr. Qi said Apple may drop back behind domestic brands like Oppo, Vivo and Honor—a budget brand previously owned by Huawei—early in the new year.Apple has kept prices on hold in China despite repeated warnings from Chief Executive Tim Cook of losses caused by supply constraints for semiconductors and other materials. In September, Mr. Cook said prices were set region by region based on a variety of things including costs, competition, local conditions and exchange rates.Consumers in China are now seeing delivery estimates for the iPhone 13’s high-end models shortened to less than a week from about 20 days in early November. Some of China’s biggest e-commerce sites still limit each consumer to only two units for some popular models.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053796089,"gmtCreate":1654583044641,"gmtModify":1676535473318,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Oil","listText":"Oil","text":"Oil","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053796089","repostId":"2241596070","repostType":2,"repost":{"id":"2241596070","kind":"highlight","pubTimestamp":1654585431,"share":"https://ttm.financial/m/news/2241596070?lang=en_US&edition=fundamental","pubTime":"2022-06-07 15:03","market":"us","language":"en","title":"Is Now the Time to Buy Oil Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2241596070","media":"Motley Fool","summary":"They have been the best-performing stocks for the past year, but over the past decade they've been the worst.","content":"<div>\n<p>There's no question the $4 trillion energy sector has been home to the best performing stocks on the market recently. Over the past year, energy stocks have gained 72% on average while the next ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/06/is-now-the-time-to-buy-oil-stocks/\">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; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Now the Time to Buy Oil Stocks?</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\">\nIs Now the Time to Buy Oil Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-07 15:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/06/is-now-the-time-to-buy-oil-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's no question the $4 trillion energy sector has been home to the best performing stocks on the market recently. Over the past year, energy stocks have gained 72% on average while the next ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/06/is-now-the-time-to-buy-oil-stocks/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVX":"雪佛龙","XOM":"埃克森美孚"},"source_url":"https://www.fool.com/investing/2022/06/06/is-now-the-time-to-buy-oil-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241596070","content_text":"There's no question the $4 trillion energy sector has been home to the best performing stocks on the market recently. Over the past year, energy stocks have gained 72% on average while the next closest sector, utilities, rose less than 15%. In comparison, the broad market S&P 500 index lost 1%, and that started long before Russia invaded Ukraine.It hasn't been much different in 2022 either, with the oil and gas stocks, in particular, leading the way. Energy is again on top with a 58% gain as utilities again ranked second with a less than 5% increase in value.Image source: Getty Images.Yet over longer periods, the high cost of exploration and resource exploitation has made the energy sector a lagging sector for investors. Technology stocks were the market darlings only until recently and over the past decade energy stocks ranked dead last with simple double-digit increases when virtually every other sector was sporting triple-digit gains.Oil and gas stocks are the stars these days, but is now the time to buy them?Image source: Getty Images.Beating up on big oilPresident Joe Biden recently said he hoped Americans could come out of the current energy crisis less dependent on fossil fuels. Alternative energy sources are already a rising component of the world's energy consumption, about 30% of the total, and that number is continuously growing.Where the energy sector accounted for 29% of the stocks weighted in the S&P 500 in 1980, today they represent just 3.7%. Back then, seven of the top 10 stocks in the popular index were oil and gas stocks, led by ExxonMobil (XOM); today there are none.And in a sign of how the world is further changing, Exxon was booted out of the Dow Jones Industrial Average in 2020 -- a spot it has held for nearly 100 years -- leaving only Chevron (CVX) to represent the industry. Oil and gas stock investing isn't what it used to be.Image source: Getty Images.Oil, oil everywhereYet that doesn't mean you shouldn't invest in the energy sector. It is simply too ingrained in the global economy to disappear.For example, the U.S. Energy Information Association forecasts global \"conventional\" light-duty vehicles will nearly double from 1.31 billion in 2020 to 2.21 billion at their peak in 2038, but that will still far outstrip electric vehicle usage.General Motors (GM) has said it wants to produce only electric vehicles (EVs) by 2035 while Ford Motor Company (F) is shooting for 40% of its fleet. Tesla (TSLA), in contrast, says it wants to sell 20 million EVs by 2027. However, the EIA predicts EV usage will grow from just 0.7% of the global LDV fleet to 31% in 2050, or just 672 million vehicles. Not an insignificant number, but still trailing gas-powered vehicles.Petroleum products account for about 90% of all energy usage in the U.S. transportation sector, with gasoline accounting for 56% of the total. Distillates, primarily diesel fuels, accounts for another 24%, and jet fuel, 9%. And jet fuel usage is growing rapidly with the EIA expecting consumption to increase at a faster rate than any other liquid transportation fuel through 2050.And fossil fuels are in almost every product consumers use today, with petroleum appearing in everything from cosmetics and personal care products, to everyday items such as smartphones, computers, TVs, shoes, sporting goods, flooring, furniture, and medical supplies.Grand View Research estimates the global petrochemicals market size was valued at $556.1 billion in 2021 will grow at a 6.2% compound annual rate through 2030, driven primarily by construction, pharmaceuticals, and automotive needs, as well as our industrial economy.And though petroleum itself is not as important of a component for plastics manufacturing, natural gas and natural gas processing is.Image source: Getty Images.Still a gusher of an opportunityThe chances that alternative energy replaces fossil fuels for the foreseeable future are incredibly low. That's why I think the energy sector generally, and oil stocks in particular, are great buys, even today at their elevated levels.Fossil fuels will be around for a long, long time meaning investors are to look very closely at some of the best energy stocks in the space as a long-term growth investment.","news_type":1,"symbols_score_info":{"CVX":0.9,"XOM":0.9}},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026257282,"gmtCreate":1653392756146,"gmtModify":1676535273038,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>aawaiting for good results. To the moon. Target 5 dollars","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>aawaiting for good results. To the moon. Target 5 dollars","text":"$Tiger Brokers(TIGR)$aawaiting for good results. To the moon. Target 5 dollars","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026257282","isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083154481,"gmtCreate":1650082232845,"gmtModify":1676534644351,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Good day to rest, too bad market not open","listText":"Good day to rest, too bad market not open","text":"Good day to rest, too bad market not open","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083154481","repostId":"1133070824","repostType":4,"repost":{"id":"1133070824","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":1649399100,"share":"https://ttm.financial/m/news/1133070824?lang=en_US&edition=fundamental","pubTime":"2022-04-08 14:25","market":"us","language":"en","title":"Reminder: Holiday Trading Hours during Good Friday and Easter","url":"https://stock-news.laohu8.com/highlight/detail?id=1133070824","media":"Tiger Newspress","summary":"U.S. stock markets will be closed Friday, April 15in observance of Good Friday.The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.The Securities Industry and Financi","content":"<html><head></head><body><p>U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.</p><p>The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.</p><p>The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.</p><p>U.S. commodities markets including gold and oil futures also won&#39;t be open for trading Friday.</p><p>Singapore stock markets will also close on Good Friday.</p><p>Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.</p><p>A-shares (Northbound) will be closed to April 18 from April 14.</p><p><img src=\"https://static.tigerbbs.com/8d9bbb655e7216a0c27a0cb94e0d0875\" tg-width=\"1482\" tg-height=\"1328\" width=\"100%\" height=\"auto\"/></p><p>Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.</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>Reminder: Holiday Trading Hours during Good Friday and Easter</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\">\nReminder: Holiday Trading Hours during Good Friday and Easter\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\">2022-04-08 14:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.</p><p>The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.</p><p>The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.</p><p>U.S. commodities markets including gold and oil futures also won&#39;t be open for trading Friday.</p><p>Singapore stock markets will also close on Good Friday.</p><p>Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.</p><p>A-shares (Northbound) will be closed to April 18 from April 14.</p><p><img src=\"https://static.tigerbbs.com/8d9bbb655e7216a0c27a0cb94e0d0875\" tg-width=\"1482\" tg-height=\"1328\" width=\"100%\" height=\"auto\"/></p><p>Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133070824","content_text":"U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.U.S. commodities markets including gold and oil futures also won't be open for trading Friday.Singapore stock markets will also close on Good Friday.Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.A-shares (Northbound) will be closed to April 18 from April 14.Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083154280,"gmtCreate":1650082224407,"gmtModify":1676534644351,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083154280","repostId":"1133070824","repostType":4,"repost":{"id":"1133070824","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":1649399100,"share":"https://ttm.financial/m/news/1133070824?lang=en_US&edition=fundamental","pubTime":"2022-04-08 14:25","market":"us","language":"en","title":"Reminder: Holiday Trading Hours during Good Friday and Easter","url":"https://stock-news.laohu8.com/highlight/detail?id=1133070824","media":"Tiger Newspress","summary":"U.S. stock markets will be closed Friday, April 15in observance of Good Friday.The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.The Securities Industry and Financi","content":"<html><head></head><body><p>U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.</p><p>The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.</p><p>The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.</p><p>U.S. commodities markets including gold and oil futures also won&#39;t be open for trading Friday.</p><p>Singapore stock markets will also close on Good Friday.</p><p>Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.</p><p>A-shares (Northbound) will be closed to April 18 from April 14.</p><p><img src=\"https://static.tigerbbs.com/8d9bbb655e7216a0c27a0cb94e0d0875\" tg-width=\"1482\" tg-height=\"1328\" width=\"100%\" height=\"auto\"/></p><p>Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.</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>Reminder: Holiday Trading Hours during Good Friday and Easter</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\">\nReminder: Holiday Trading Hours during Good Friday and Easter\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\">2022-04-08 14:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.</p><p>The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.</p><p>The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.</p><p>U.S. commodities markets including gold and oil futures also won&#39;t be open for trading Friday.</p><p>Singapore stock markets will also close on Good Friday.</p><p>Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.</p><p>A-shares (Northbound) will be closed to April 18 from April 14.</p><p><img src=\"https://static.tigerbbs.com/8d9bbb655e7216a0c27a0cb94e0d0875\" tg-width=\"1482\" tg-height=\"1328\" width=\"100%\" height=\"auto\"/></p><p>Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133070824","content_text":"U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.U.S. commodities markets including gold and oil futures also won't be open for trading Friday.Singapore stock markets will also close on Good Friday.Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.A-shares (Northbound) will be closed to April 18 from April 14.Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095646596,"gmtCreate":1644909410494,"gmtModify":1676533974718,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Nvidia","listText":"Nvidia","text":"Nvidia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095646596","repostId":"1167965219","repostType":2,"repost":{"id":"1167965219","kind":"news","pubTimestamp":1644891156,"share":"https://ttm.financial/m/news/1167965219?lang=en_US&edition=fundamental","pubTime":"2022-02-15 10:12","market":"us","language":"en","title":"Nvidia's Shares Face A Steep Drop Following Results","url":"https://stock-news.laohu8.com/highlight/detail?id=1167965219","media":"Seeking Alpha","summary":"SummaryNvidia's stock is still very overvalued, trading at a steep price-to-sales multiple.It will t","content":"<html><head></head><body><p>Summary</p><ul><li>Nvidia&#39;s stock is still very overvalued, trading at a steep price-to-sales multiple.</li><li>It will take a beat and raise a quarter of significance to boost the share price.</li><li>An options trader is betting shares trade sub $230 between now and the middle of March.</li></ul><p>Nvidia (NVDA) will report results on Wednesday after the close of trading. Analysts currently estimate that the company&#39;s fiscal fourth quarter 2022 earnings rose by 57.7% to $1.22 per share and are potentially as high as $1.25. Meanwhile, revenue is estimated to have grown 48.3% to $7.4 billion and could be as high as $7.6 billion. Gross margins are estimated at 67% and could be as high as 68%. Nvidia regularly beats estimates, so a beat is not surprising. The company will probably need to beat the high end of the range to move the stock up.</p><p>Nvidia is also a company that guides above street estimates. Currently, revenue is estimated at $7.28 billion and is seen as high as $7.6 billion. Gross margins are estimated at 67% and as high as 68.3%. A miss on estimates, whether it be on results or guidance, would be a devastating blow to the stock. Like the results themselves, guidance may need to exceed the high end of the range to satisfy investors mood given how expensive this stock is versus its historical trends to get shares moving higher again.</p><p>Nvidia Is Overvalued on Historical Basis</p><p>From 2017 until the end of 2019, Nvidia typically averaged a one-year forward price to sales multiple of nine, which peaked around 12-13 times sales. However, since the pandemic, the average has risen to 12, and the stock is now trading at 19 times 1-yr forward sales. At this point, the shares are trading at nearly double their pre-COVID historical average.</p><p><img src=\"https://static.tigerbbs.com/2637f9011e57c72553aeda7d80565659\" tg-width=\"640\" tg-height=\"476\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Datastream/ Mott Capital</p><p>Today Nvidia&#39;s revenue growth rate is not expected to be any faster than in 2018 and 2019, when it traded for between 10 and 12 times sales estimates. The question remains whether Nvidia&#39;s deal for ARM was the reason why Nvidia shares have seen so much multiple expansion, and if so, how much did the expectation of an ARM deal act as a growth accelerant, helping to push the multiple up. Because an ARM deal would have added to revenue projections in the future, ultimately making the revenue growth rate higher, even if for just a year.</p><p><img src=\"https://static.tigerbbs.com/f76db14d83cadb4ea28249e708a1023b\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Datastream/ Mott Capital</p><p>If Nvidia fell back to its historic multiple, it would significantly drop the stock and greatly reduce the market cap. The market cap would drop to $386.1 billion, assuming a price to sales multiple of 12.2, a decline of about 35% from its current market cap of $598.7 billion. If it were to return to the historical average, not including the COVID bubble, the valuation would drop by 52.5% to $284.4 billion, using a multiple of 9. Yes, multiple expansion can significantly over-inflate a stock&#39;s value. Multiple compression would have nothing to do with future growth path either.</p><p>It&#39;s also possible to consider that Nvidia&#39;s future today is not all that different from where it stood in 2019 when the company was seeing data center sales ramp up along with solid gaming sales, and yes, even crypto-mining. Although all of this may seem like a new idea to some newer investors, and maybe they think they discovered something no one else did, they haven&#39;t. All of this growth potential was present as far back as 2018. One thing that may have changed is that the growth expectation of 2019 that was supposed to have occurred 3 to 5 years down the road got pulled forward. It could be one reason why Nvidia was eager to buy ARM, to help offset the organic sales slowdown from the pull forward of growth while taking advantage of its elevated stock price as currency.</p><p>Betting NVDA Shares Trade Below $230</p><p>It could even be why a trader is betting that Nvidia&#39;s stock falls in the weeks following the results. There has been a significant increase in the open interest of the March 18 $250 calls and puts. On February 14, the open interest for the calls increased by around 7,800 contracts, while the puts saw their open interest rise by more than 7,100 contracts. The data shows a bearish put favored spread was created with the trader buying the puts for around $20 while selling the calls for between $17 and $19.50 per contract. The trader expects the stock to stay below $230 by the middle of March to earn a profit. The further the stock falls below $230, the greater the profit. Meanwhile, the calls would expire at $0 since the shares stayed below $250.</p><p>Technical Weakness</p><p>The technical chart suggests this is highly possible, as the stock is trending lower in a channel. There is support at $230, but once that level breaks, the next support level doesn&#39;t come until $207, a region that has already been tested one time just over the last month. Additionally, the relative strength is trending lower, suggesting momentum in this stock is very bearish and not oversold.</p><p><img src=\"https://static.tigerbbs.com/89fbe13ef40ade52549cce694e281ee1\" tg-width=\"640\" tg-height=\"423\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TradingView</p><p>Look, this isn&#39;t to say that Nvidia is a lousy company or has no growth prospects. It has a very positive future, but this stock is currently highly overvalued and has seen a tremendous amount of multiple expansion. While this company can undoubtedly continue to grow and even beat and raise forecasts, it may not deliver fast enough growth to satisfy the multiple the market has awarded it with because the macro backdrop is going from a period of multiple expansion to multiple contraction as interest rates rise. If this company reports a stellar quarter and gives better than expected guidance and the shares still drop, it will be a big tell about the multiple being too high.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Shares Face A Steep Drop Following Results</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Shares Face A Steep Drop Following Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-15 10:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4486815-nvidias-shares-may-faces-a-steep-drop-following-results><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia's stock is still very overvalued, trading at a steep price-to-sales multiple.It will take a beat and raise a quarter of significance to boost the share price.An options trader is betting...</p>\n\n<a href=\"https://seekingalpha.com/article/4486815-nvidias-shares-may-faces-a-steep-drop-following-results\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4486815-nvidias-shares-may-faces-a-steep-drop-following-results","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167965219","content_text":"SummaryNvidia's stock is still very overvalued, trading at a steep price-to-sales multiple.It will take a beat and raise a quarter of significance to boost the share price.An options trader is betting shares trade sub $230 between now and the middle of March.Nvidia (NVDA) will report results on Wednesday after the close of trading. Analysts currently estimate that the company's fiscal fourth quarter 2022 earnings rose by 57.7% to $1.22 per share and are potentially as high as $1.25. Meanwhile, revenue is estimated to have grown 48.3% to $7.4 billion and could be as high as $7.6 billion. Gross margins are estimated at 67% and could be as high as 68%. Nvidia regularly beats estimates, so a beat is not surprising. The company will probably need to beat the high end of the range to move the stock up.Nvidia is also a company that guides above street estimates. Currently, revenue is estimated at $7.28 billion and is seen as high as $7.6 billion. Gross margins are estimated at 67% and as high as 68.3%. A miss on estimates, whether it be on results or guidance, would be a devastating blow to the stock. Like the results themselves, guidance may need to exceed the high end of the range to satisfy investors mood given how expensive this stock is versus its historical trends to get shares moving higher again.Nvidia Is Overvalued on Historical BasisFrom 2017 until the end of 2019, Nvidia typically averaged a one-year forward price to sales multiple of nine, which peaked around 12-13 times sales. However, since the pandemic, the average has risen to 12, and the stock is now trading at 19 times 1-yr forward sales. At this point, the shares are trading at nearly double their pre-COVID historical average.Datastream/ Mott CapitalToday Nvidia's revenue growth rate is not expected to be any faster than in 2018 and 2019, when it traded for between 10 and 12 times sales estimates. The question remains whether Nvidia's deal for ARM was the reason why Nvidia shares have seen so much multiple expansion, and if so, how much did the expectation of an ARM deal act as a growth accelerant, helping to push the multiple up. Because an ARM deal would have added to revenue projections in the future, ultimately making the revenue growth rate higher, even if for just a year.Datastream/ Mott CapitalIf Nvidia fell back to its historic multiple, it would significantly drop the stock and greatly reduce the market cap. The market cap would drop to $386.1 billion, assuming a price to sales multiple of 12.2, a decline of about 35% from its current market cap of $598.7 billion. If it were to return to the historical average, not including the COVID bubble, the valuation would drop by 52.5% to $284.4 billion, using a multiple of 9. Yes, multiple expansion can significantly over-inflate a stock's value. Multiple compression would have nothing to do with future growth path either.It's also possible to consider that Nvidia's future today is not all that different from where it stood in 2019 when the company was seeing data center sales ramp up along with solid gaming sales, and yes, even crypto-mining. Although all of this may seem like a new idea to some newer investors, and maybe they think they discovered something no one else did, they haven't. All of this growth potential was present as far back as 2018. One thing that may have changed is that the growth expectation of 2019 that was supposed to have occurred 3 to 5 years down the road got pulled forward. It could be one reason why Nvidia was eager to buy ARM, to help offset the organic sales slowdown from the pull forward of growth while taking advantage of its elevated stock price as currency.Betting NVDA Shares Trade Below $230It could even be why a trader is betting that Nvidia's stock falls in the weeks following the results. There has been a significant increase in the open interest of the March 18 $250 calls and puts. On February 14, the open interest for the calls increased by around 7,800 contracts, while the puts saw their open interest rise by more than 7,100 contracts. The data shows a bearish put favored spread was created with the trader buying the puts for around $20 while selling the calls for between $17 and $19.50 per contract. The trader expects the stock to stay below $230 by the middle of March to earn a profit. The further the stock falls below $230, the greater the profit. Meanwhile, the calls would expire at $0 since the shares stayed below $250.Technical WeaknessThe technical chart suggests this is highly possible, as the stock is trending lower in a channel. There is support at $230, but once that level breaks, the next support level doesn't come until $207, a region that has already been tested one time just over the last month. Additionally, the relative strength is trending lower, suggesting momentum in this stock is very bearish and not oversold.TradingViewLook, this isn't to say that Nvidia is a lousy company or has no growth prospects. It has a very positive future, but this stock is currently highly overvalued and has seen a tremendous amount of multiple expansion. While this company can undoubtedly continue to grow and even beat and raise forecasts, it may not deliver fast enough growth to satisfy the multiple the market has awarded it with because the macro backdrop is going from a period of multiple expansion to multiple contraction as interest rates rise. If this company reports a stellar quarter and gives better than expected guidance and the shares still drop, it will be a big tell about the multiple being too high.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092725515,"gmtCreate":1644737550459,"gmtModify":1676533958143,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092725515","repostId":"2210409526","repostType":4,"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098596695,"gmtCreate":1644181292635,"gmtModify":1676533895845,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Likes","listText":"Likes","text":"Likes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098596695","repostId":"1123525144","repostType":4,"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099068373,"gmtCreate":1643279928497,"gmtModify":1676533795276,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099068373","repostId":"1160747349","repostType":4,"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195421318328488,"gmtCreate":1688747825899,"gmtModify":1688747828303,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$ &nbsp;</a>","text":"$ChargePoint Holdings Inc.(CHPT)$","images":[{"img":"https://community-static.tradeup.com/news/4dd8aa0ab0d3a1c3235b54ac5615d430","width":"898","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195421318328488","isVote":1,"tweetType":1,"viewCount":1111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}