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Kerenleell

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2021-08-04

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2021-08-03

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2021-07-28

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2021-07-27

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Apple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.

2021-07-27

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2021-06-18

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Goldman sees Fed-driven dip in commodities as a 'buying opportunity'

Go to Tiger App to see more news

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like back. thanks!","text":"done.plse like back. thanks!","html":"done.plse like back. thanks!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802704008,"gmtCreate":1627802284104,"gmtModify":1703496107132,"author":{"id":"3581599348999053","authorId":"3581599348999053","name":"Kerenleell","avatar":"https://static.tigerbbs.com/f06f7883bff5f66defa7bd289ed15c42","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581599348999053","idStr":"3581599348999053"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802704008","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":1652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802305939,"gmtCreate":1627713889121,"gmtModify":1703495134974,"author":{"id":"3581599348999053","authorId":"3581599348999053","name":"Kerenleell","avatar":"https://static.tigerbbs.com/f06f7883bff5f66defa7bd289ed15c42","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581599348999053","idStr":"3581599348999053"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802305939","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":1514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808638013,"gmtCreate":1627572458632,"gmtModify":1703492713443,"author":{"id":"3581599348999053","authorId":"3581599348999053","name":"Kerenleell","avatar":"https://static.tigerbbs.com/f06f7883bff5f66defa7bd289ed15c42","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581599348999053","idStr":"3581599348999053"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/808638013","repostId":"2155901523","repostType":4,"isVote":1,"tweetType":1,"viewCount":1574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803332404,"gmtCreate":1627412114108,"gmtModify":1703489436681,"author":{"id":"3581599348999053","authorId":"3581599348999053","name":"Kerenleell","avatar":"https://static.tigerbbs.com/f06f7883bff5f66defa7bd289ed15c42","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581599348999053","idStr":"3581599348999053"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803332404","repostId":"1170349743","repostType":4,"isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803901718,"gmtCreate":1627399184634,"gmtModify":1703489264502,"author":{"id":"3581599348999053","authorId":"3581599348999053","name":"Kerenleell","avatar":"https://static.tigerbbs.com/f06f7883bff5f66defa7bd289ed15c42","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581599348999053","idStr":"3581599348999053"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803901718","repostId":"1108884592","repostType":4,"repost":{"id":"1108884592","kind":"news","pubTimestamp":1627292048,"share":"https://ttm.financial/m/news/1108884592?lang=en_US&edition=fundamental","pubTime":"2021-07-26 17:34","market":"us","language":"en","title":"Apple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.","url":"https://stock-news.laohu8.com/highlight/detail?id=1108884592","media":"Barrons","summary":"Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-qu","content":"<p>Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-quarter earnings, due after the closing bell on Tuesday. But it’s the launch of the next generation of iPhones, expected to be unveiled in September, that might be the real difference-maker.</p>\n<p>Apple’s recent rally has not erased concerns about the stock. Growing regulatory scrutiny of Big Tech generally and Apple (ticker: AAPL) in particular, with a specific focus on the fees Apple charges developers who distribute applications on&nbsp;the company’s App Store&nbsp;for iPhones, iPads, and Macs, is the obvious one. There are also worries about tough year-over-year comparisons, and some investors fear that the recently robust growth in Mac and iPads sales will slow as the economy returns to more normal conditions. Others are nervous that the next set of iPhones will provide only incremental improvements, and that demand could disappoint.</p>\n<p>But no one seems to be too worried about the earning themselves. The Wall Street consensus for the fiscal third quarter is for $72.9 billion in revenue and profits of $1 a share. Even analysts who are cautious about the stock think those numbers are too low. For instance, BofA Global Research analyst Wamsi Mohan is projecting revenue of $77 billion, with profits of $1.05 a share, driven by strength across the company’s hardware portfolio. Mohan still has a Neutral rating and $160 price target on the stock, however, and cautions that the company faces tough comparisons in the quarters ahead given spikes in Mac and iPad sales during the pandemic.</p>\n<p>He’s got a point.In the March quarter, Apple’s sales surged 54%, driven by strong growth across the portfolio, with sales increases of 66% for iPhone, 70% for Macs, 79% for iPads, 25% for wearables, and 27% for Services. Street consensus estimates for the June quarter call for $34.2 billion in iPhone sales, $7.2 billion for iPads, $7.9 billion for Macs, $7.8 billion for wearables, home, and accessories, and $16.3 billion for services.</p>\n<p>The company did not provide detailed guidance for the quarter, but cautioned that sales could be reduced by as much as $4 billion due to a tight supply of Macs and iPads tied to component shortages.</p>\n<p>Still,Wedbush analyst Dan Ives&nbsp;thinks Apple is headed for another across-the-board beat, driven by continued strong demand for iPhone 12, with particularly strong demand in China. “While the chip shortage was an overhang for Apple during the quarter, we believe the iPhone and Services strength in the quarter neutralized any short-term weakness that the Street was anticipating three months ago,” Ives writes. The analyst says Apple remains his favorite large-cap tech pick, with a “1-2 punch” of services and iPhone demand. He thinks the company can reach the $3 trillion market capitalization level in 2022, from just under $2.5 trillion now. Ives keeps his Outperform rating and $185 target price.</p>\n<p>Canaccord analyst T. Michael Walkley&nbsp;also reupped his Buy rating on Apple shares, while boosting his target price to $175, from $165. He likewise expects June quarter results to beat Street estimates. One interesting question is whether Apple will return to providing quarterly guidance, a practice the company suspended during the pandemic. If they do, Walkley says, expect the forecast to outstrip current Street projections.</p>\n<p>“Apple is well-positioned to continue to benefit from the 5G upgrade cycle, and we anticipate strong overall growth trends as 5G smartphones ramp and its installed base expands with higher-margins services revenue,” he writes. “Apple’s ecosystem approach, including an installed base that exceeds 1.65 billion devices globally and now over 1 billion iPhone users, should continue to generate strong services revenue.”</p>\n<p>But the big news might still be yet to come. Once the company navigates past earnings, Apple investors will zero in on the fall iPhone launch. (Let’s call it iPhone 13, although Apple hasn’t specifically named the new line.) Ives sees incremental improvements, including Lidar capability in all phones, which will improve their utility for augmented reality applications. More important is his observation that about 250 million of the installed base of nearly 1 billion iPhones are at least 3.5 years old and due for an upgrade.</p>\n<p>As Morgan Stanley’s Katy Huberty has noted, Apple shares tend to outperform the market heading into the launch of new phones. There’s no reason to think this year will be any different. Expect a strong June quarter from Apple, with higher highs likely as we approach the fall.</p>\n<p>We can reassess after that.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.</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 Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 17:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-reports-earnings-tuesday-why-the-market-may-already-be-looking-past-them-51627260627?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-quarter earnings, due after the closing bell on Tuesday. But it’s the launch of the next generation of...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-reports-earnings-tuesday-why-the-market-may-already-be-looking-past-them-51627260627?mod=RTA\">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.barrons.com/articles/apple-reports-earnings-tuesday-why-the-market-may-already-be-looking-past-them-51627260627?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108884592","content_text":"Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-quarter earnings, due after the closing bell on Tuesday. But it’s the launch of the next generation of iPhones, expected to be unveiled in September, that might be the real difference-maker.\nApple’s recent rally has not erased concerns about the stock. Growing regulatory scrutiny of Big Tech generally and Apple (ticker: AAPL) in particular, with a specific focus on the fees Apple charges developers who distribute applications on the company’s App Store for iPhones, iPads, and Macs, is the obvious one. There are also worries about tough year-over-year comparisons, and some investors fear that the recently robust growth in Mac and iPads sales will slow as the economy returns to more normal conditions. Others are nervous that the next set of iPhones will provide only incremental improvements, and that demand could disappoint.\nBut no one seems to be too worried about the earning themselves. The Wall Street consensus for the fiscal third quarter is for $72.9 billion in revenue and profits of $1 a share. Even analysts who are cautious about the stock think those numbers are too low. For instance, BofA Global Research analyst Wamsi Mohan is projecting revenue of $77 billion, with profits of $1.05 a share, driven by strength across the company’s hardware portfolio. Mohan still has a Neutral rating and $160 price target on the stock, however, and cautions that the company faces tough comparisons in the quarters ahead given spikes in Mac and iPad sales during the pandemic.\nHe’s got a point.In the March quarter, Apple’s sales surged 54%, driven by strong growth across the portfolio, with sales increases of 66% for iPhone, 70% for Macs, 79% for iPads, 25% for wearables, and 27% for Services. Street consensus estimates for the June quarter call for $34.2 billion in iPhone sales, $7.2 billion for iPads, $7.9 billion for Macs, $7.8 billion for wearables, home, and accessories, and $16.3 billion for services.\nThe company did not provide detailed guidance for the quarter, but cautioned that sales could be reduced by as much as $4 billion due to a tight supply of Macs and iPads tied to component shortages.\nStill,Wedbush analyst Dan Ives thinks Apple is headed for another across-the-board beat, driven by continued strong demand for iPhone 12, with particularly strong demand in China. “While the chip shortage was an overhang for Apple during the quarter, we believe the iPhone and Services strength in the quarter neutralized any short-term weakness that the Street was anticipating three months ago,” Ives writes. The analyst says Apple remains his favorite large-cap tech pick, with a “1-2 punch” of services and iPhone demand. He thinks the company can reach the $3 trillion market capitalization level in 2022, from just under $2.5 trillion now. Ives keeps his Outperform rating and $185 target price.\nCanaccord analyst T. Michael Walkley also reupped his Buy rating on Apple shares, while boosting his target price to $175, from $165. He likewise expects June quarter results to beat Street estimates. One interesting question is whether Apple will return to providing quarterly guidance, a practice the company suspended during the pandemic. If they do, Walkley says, expect the forecast to outstrip current Street projections.\n“Apple is well-positioned to continue to benefit from the 5G upgrade cycle, and we anticipate strong overall growth trends as 5G smartphones ramp and its installed base expands with higher-margins services revenue,” he writes. “Apple’s ecosystem approach, including an installed base that exceeds 1.65 billion devices globally and now over 1 billion iPhone users, should continue to generate strong services revenue.”\nBut the big news might still be yet to come. Once the company navigates past earnings, Apple investors will zero in on the fall iPhone launch. (Let’s call it iPhone 13, although Apple hasn’t specifically named the new line.) Ives sees incremental improvements, including Lidar capability in all phones, which will improve their utility for augmented reality applications. More important is his observation that about 250 million of the installed base of nearly 1 billion iPhones are at least 3.5 years old and due for an upgrade.\nAs Morgan Stanley’s Katy Huberty has noted, Apple shares tend to outperform the market heading into the launch of new phones. There’s no reason to think this year will be any different. Expect a strong June quarter from Apple, with higher highs likely as we approach the fall.\nWe can reassess after that.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803909978,"gmtCreate":1627399037494,"gmtModify":1703489259846,"author":{"id":"3581599348999053","authorId":"3581599348999053","name":"Kerenleell","avatar":"https://static.tigerbbs.com/f06f7883bff5f66defa7bd289ed15c42","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581599348999053","idStr":"3581599348999053"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803909978","repostId":"1180394633","repostType":4,"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166540778,"gmtCreate":1624019618794,"gmtModify":1703826703782,"author":{"id":"3581599348999053","authorId":"3581599348999053","name":"Kerenleell","avatar":"https://static.tigerbbs.com/f06f7883bff5f66defa7bd289ed15c42","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581599348999053","idStr":"3581599348999053"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166540778","repostId":"1131081247","repostType":4,"repost":{"id":"1131081247","kind":"news","pubTimestamp":1624019171,"share":"https://ttm.financial/m/news/1131081247?lang=en_US&edition=fundamental","pubTime":"2021-06-18 20:26","market":"fut","language":"en","title":"Goldman sees Fed-driven dip in commodities as a 'buying opportunity'","url":"https://stock-news.laohu8.com/highlight/detail?id=1131081247","media":"Reuters","summary":"(Reuters) - Goldman Sachs said on Friday the recent slip in commodities prices driven by the U.S. Fe","content":"<p>(Reuters) - Goldman Sachs said on Friday the recent slip in commodities prices driven by the U.S. Federal Reserve’s decision to bring forward projections for interest rate hikes into 2023 was a buying opportunity for investors.</p>\n<p>“The bullish commodity thesis is neither about inflation risks nor Fed forward guidance. It is about scarcity and strong physical demand,” the Wall Street bank said in a note.</p>\n<p>Physical scarcity, caused by robust demand growth and inelastic supply, could drive Brent crude oil prices to average $80 in the third quarter, with potential spikes above that level, Goldman analysts wrote.</p>\n<p>Prices of commodities including oil, gold and copper fell as the U.S. dollar surged on the Federal Reserve’s outlook on interest rate hikes.</p>\n<p>But oil prices were still close to multi-year highs, while gold has since seen a slight rebound, and copper was en route to its biggest weekly decline since March 2020.</p>\n<p>The copper market also remains on course for deficit conditions both over the remainder of this year and into 2022, the bank said, adding recent dips should be viewed as a longer-term buying opportunity.</p>\n<p>A recovery in commodities markets excluding energy markets, however, is likely to be slower than from recent sell-offs as transient shocks from weather and Chinese-mandated repositioning have generated negative technical breakthroughs, Goldman warned.</p>\n<p>Earlier this month, China’s state planner renewed a pledge to step up monitoring of commodity prices and strengthen supervision of spot and futures markets, as producer inflation in the country hit over 12 year-highs.</p>\n<p>Goldman also viewed gold as under-valued relative to both real and nominal fundamentals.</p>\n<p>“In fact, gold is now pricing a Goldilocks scenario of strong growth without any inflation, implying limited demand for it as either a defensive asset or inflation hedge.”</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman sees Fed-driven dip in commodities as a 'buying opportunity'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman sees Fed-driven dip in commodities as a 'buying opportunity'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 20:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/commodities-research-goldman/goldman-sees-fed-driven-dip-in-commodities-as-a-buying-opportunity-idUSL3N2O02QT><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Goldman Sachs said on Friday the recent slip in commodities prices driven by the U.S. Federal Reserve’s decision to bring forward projections for interest rate hikes into 2023 was a buying...</p>\n\n<a href=\"https://www.reuters.com/article/commodities-research-goldman/goldman-sees-fed-driven-dip-in-commodities-as-a-buying-opportunity-idUSL3N2O02QT\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛"},"source_url":"https://www.reuters.com/article/commodities-research-goldman/goldman-sees-fed-driven-dip-in-commodities-as-a-buying-opportunity-idUSL3N2O02QT","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131081247","content_text":"(Reuters) - Goldman Sachs said on Friday the recent slip in commodities prices driven by the U.S. Federal Reserve’s decision to bring forward projections for interest rate hikes into 2023 was a buying opportunity for investors.\n“The bullish commodity thesis is neither about inflation risks nor Fed forward guidance. It is about scarcity and strong physical demand,” the Wall Street bank said in a note.\nPhysical scarcity, caused by robust demand growth and inelastic supply, could drive Brent crude oil prices to average $80 in the third quarter, with potential spikes above that level, Goldman analysts wrote.\nPrices of commodities including oil, gold and copper fell as the U.S. dollar surged on the Federal Reserve’s outlook on interest rate hikes.\nBut oil prices were still close to multi-year highs, while gold has since seen a slight rebound, and copper was en route to its biggest weekly decline since March 2020.\nThe copper market also remains on course for deficit conditions both over the remainder of this year and into 2022, the bank said, adding recent dips should be viewed as a longer-term buying opportunity.\nA recovery in commodities markets excluding energy markets, however, is likely to be slower than from recent sell-offs as transient shocks from weather and Chinese-mandated repositioning have generated negative technical breakthroughs, Goldman warned.\nEarlier this month, China’s state planner renewed a pledge to step up monitoring of commodity prices and strengthen supervision of spot and futures markets, as producer inflation in the country hit over 12 year-highs.\nGoldman also viewed gold as under-valued relative to both real and nominal fundamentals.\n“In fact, gold is now pricing a Goldilocks scenario of strong growth without any inflation, implying limited demand for it as either a defensive asset or inflation hedge.”","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":1202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":802305939,"gmtCreate":1627713889121,"gmtModify":1703495134974,"author":{"id":"3581599348999053","authorId":"3581599348999053","name":"Kerenleell","avatar":"https://static.tigerbbs.com/f06f7883bff5f66defa7bd289ed15c42","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581599348999053","idStr":"3581599348999053"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802305939","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":1514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802704008,"gmtCreate":1627802284104,"gmtModify":1703496107132,"author":{"id":"3581599348999053","authorId":"3581599348999053","name":"Kerenleell","avatar":"https://static.tigerbbs.com/f06f7883bff5f66defa7bd289ed15c42","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581599348999053","idStr":"3581599348999053"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802704008","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":1652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805631150,"gmtCreate":1627874446970,"gmtModify":1703496976614,"author":{"id":"3581599348999053","authorId":"3581599348999053","name":"Kerenleell","avatar":"https://static.tigerbbs.com/f06f7883bff5f66defa7bd289ed15c42","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581599348999053","idStr":"3581599348999053"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/805631150","repostId":"1168465097","repostType":4,"repost":{"id":"1168465097","kind":"news","pubTimestamp":1627874101,"share":"https://ttm.financial/m/news/1168465097?lang=en_US&edition=fundamental","pubTime":"2021-08-02 11:15","market":"us","language":"en","title":"The stock market's biggest driver of gains is on pace for its fastest growth since 2009","url":"https://stock-news.laohu8.com/highlight/detail?id=1168465097","media":"Business Insider","summary":"Profit growth - which has historically been the biggest driver of stock-market returns - is seeing i","content":"<ul>\n <li><b>Profit growth - which has historically been the biggest driver of stock-market returns - is seeing its fastest rise since 2009.</b></li>\n <li><b>The blended earnings growth rate for the second quarter stands at 85%, according to FactSet.</b></li>\n <li><b>Earnings results are surpassing analyst estimates, with 88% of companies reporting positive earnings and revenue beats.</b></li>\n</ul>\n<p>Corporate earnings growth, which has historically been the main driver of stock market returns, is growing at its fastest pace since 2009, according to data compiled by&nbsp;FactSet.</p>\n<p>With more than half of the&nbsp;S&amp;P 500&nbsp;having already reported second quarter earnings, year-over-year profit growth stands at 85%, well ahead of analyst estimates for earnings growth of 63%. And of the companies that have reported earnings so far, 88% have beaten both revenue and profit estimates.</p>\n<p>The above-average earnings growth rates are due to both higher earnings for 2021 and an easier comparison relative to weaker earnings in 2020 due to the COVID-19 pandemic. In the fourth quarter of 2009, S&amp;P 500 earnings grew 109%.</p>\n<p>The strong earnings results have led Wall Street analysts to revise higher their earnings estimates for the third quarter, though at a slower pace relative to the past quarter, according to FactSet analyst John Butters. The Q3 bottom-up S&amp;P 500 EPS estimate increased by 3.6% to $49.22 from $47.50 in the month of July, according to Butters.</p>\n<p>\"The third quarter marked the fifth straight quarter in which the bottom-up EPS estimate increased during the first month of the quarter, which is the longest streak since FactSet began tracking this metric in 2002,\" Butters said.</p>\n<p>Sectors driving the increase in earnings estimates include Energy and Materials, while the Consumer Staples sector recorded a decline in analyst estimates for next quarter.</p>\n<p>Companies driving large earnings beats this quarter included&nbsp;Alphabet,Apple, and&nbsp;Microsoft, while&nbsp;Amazon reported a mixed quarter&nbsp;that led to a 7% decline in its stock price on Friday.</p>\n<p>Looking forward, 19 S&amp;P 500 companies have issued negative earnings guidance for the third quarter, while 29 companies have issued positive earnings guidance.</p>\n<p>The S&amp;P 500 currently trades at a 12-month forward price-to-earnings ratio of 21.2x, which is lower than its recent reading of about 22x, but higher than its five an ten-year average of 18.1x and 16.2x, respectively, according to FactSet.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/404e7c2ecc6bf49bbd08300d5f5a8fc0\" tg-width=\"790\" tg-height=\"452\" width=\"100%\" height=\"auto\"><span>FactSet</span></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>The stock market's biggest driver of gains is on pace for its fastest growth since 2009</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\">\nThe stock market's biggest driver of gains is on pace for its fastest growth since 2009\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/stock-market-outlook-sp500-profits-fastest-growth-since-2009-earnings-2021-7><strong>Business Insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Profit growth - which has historically been the biggest driver of stock-market returns - is seeing its fastest rise since 2009.\nThe blended earnings growth rate for the second quarter stands at 85%, ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-sp500-profits-fastest-growth-since-2009-earnings-2021-7\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://markets.businessinsider.com/news/stocks/stock-market-outlook-sp500-profits-fastest-growth-since-2009-earnings-2021-7","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168465097","content_text":"Profit growth - which has historically been the biggest driver of stock-market returns - is seeing its fastest rise since 2009.\nThe blended earnings growth rate for the second quarter stands at 85%, according to FactSet.\nEarnings results are surpassing analyst estimates, with 88% of companies reporting positive earnings and revenue beats.\n\nCorporate earnings growth, which has historically been the main driver of stock market returns, is growing at its fastest pace since 2009, according to data compiled by FactSet.\nWith more than half of the S&P 500 having already reported second quarter earnings, year-over-year profit growth stands at 85%, well ahead of analyst estimates for earnings growth of 63%. And of the companies that have reported earnings so far, 88% have beaten both revenue and profit estimates.\nThe above-average earnings growth rates are due to both higher earnings for 2021 and an easier comparison relative to weaker earnings in 2020 due to the COVID-19 pandemic. In the fourth quarter of 2009, S&P 500 earnings grew 109%.\nThe strong earnings results have led Wall Street analysts to revise higher their earnings estimates for the third quarter, though at a slower pace relative to the past quarter, according to FactSet analyst John Butters. The Q3 bottom-up S&P 500 EPS estimate increased by 3.6% to $49.22 from $47.50 in the month of July, according to Butters.\n\"The third quarter marked the fifth straight quarter in which the bottom-up EPS estimate increased during the first month of the quarter, which is the longest streak since FactSet began tracking this metric in 2002,\" Butters said.\nSectors driving the increase in earnings estimates include Energy and Materials, while the Consumer Staples sector recorded a decline in analyst estimates for next quarter.\nCompanies driving large earnings beats this quarter included Alphabet,Apple, and Microsoft, while Amazon reported a mixed quarter that led to a 7% decline in its stock price on Friday.\nLooking forward, 19 S&P 500 companies have issued negative earnings guidance for the third quarter, while 29 companies have issued positive earnings guidance.\nThe S&P 500 currently trades at a 12-month forward price-to-earnings ratio of 21.2x, which is lower than its recent reading of about 22x, but higher than its five an ten-year average of 18.1x and 16.2x, respectively, according to FactSet.\nFactSet","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1603,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579150819625638","authorId":"3579150819625638","name":"gorgonzola","avatar":"https://static.tigerbbs.com/1c98c4db336df9bf3de0d2833d8ff0cf","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3579150819625638","idStr":"3579150819625638"},"content":"done.plse like back. thanks!","text":"done.plse like back. thanks!","html":"done.plse like back. thanks!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803909978,"gmtCreate":1627399037494,"gmtModify":1703489259846,"author":{"id":"3581599348999053","authorId":"3581599348999053","name":"Kerenleell","avatar":"https://static.tigerbbs.com/f06f7883bff5f66defa7bd289ed15c42","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581599348999053","idStr":"3581599348999053"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803909978","repostId":"1180394633","repostType":4,"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804510403,"gmtCreate":1627963637702,"gmtModify":1703498719195,"author":{"id":"3581599348999053","authorId":"3581599348999053","name":"Kerenleell","avatar":"https://static.tigerbbs.com/f06f7883bff5f66defa7bd289ed15c42","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581599348999053","idStr":"3581599348999053"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804510403","repostId":"1177462457","repostType":4,"isVote":1,"tweetType":1,"viewCount":1456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808638013,"gmtCreate":1627572458632,"gmtModify":1703492713443,"author":{"id":"3581599348999053","authorId":"3581599348999053","name":"Kerenleell","avatar":"https://static.tigerbbs.com/f06f7883bff5f66defa7bd289ed15c42","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581599348999053","idStr":"3581599348999053"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/808638013","repostId":"2155901523","repostType":4,"isVote":1,"tweetType":1,"viewCount":1574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803332404,"gmtCreate":1627412114108,"gmtModify":1703489436681,"author":{"id":"3581599348999053","authorId":"3581599348999053","name":"Kerenleell","avatar":"https://static.tigerbbs.com/f06f7883bff5f66defa7bd289ed15c42","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581599348999053","idStr":"3581599348999053"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803332404","repostId":"1170349743","repostType":4,"isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890812127,"gmtCreate":1628091190169,"gmtModify":1703501147038,"author":{"id":"3581599348999053","authorId":"3581599348999053","name":"Kerenleell","avatar":"https://static.tigerbbs.com/f06f7883bff5f66defa7bd289ed15c42","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581599348999053","idStr":"3581599348999053"},"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/890812127","repostId":"1187165636","repostType":4,"isVote":1,"tweetType":1,"viewCount":1212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803901718,"gmtCreate":1627399184634,"gmtModify":1703489264502,"author":{"id":"3581599348999053","authorId":"3581599348999053","name":"Kerenleell","avatar":"https://static.tigerbbs.com/f06f7883bff5f66defa7bd289ed15c42","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581599348999053","idStr":"3581599348999053"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803901718","repostId":"1108884592","repostType":4,"repost":{"id":"1108884592","kind":"news","pubTimestamp":1627292048,"share":"https://ttm.financial/m/news/1108884592?lang=en_US&edition=fundamental","pubTime":"2021-07-26 17:34","market":"us","language":"en","title":"Apple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.","url":"https://stock-news.laohu8.com/highlight/detail?id=1108884592","media":"Barrons","summary":"Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-qu","content":"<p>Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-quarter earnings, due after the closing bell on Tuesday. But it’s the launch of the next generation of iPhones, expected to be unveiled in September, that might be the real difference-maker.</p>\n<p>Apple’s recent rally has not erased concerns about the stock. Growing regulatory scrutiny of Big Tech generally and Apple (ticker: AAPL) in particular, with a specific focus on the fees Apple charges developers who distribute applications on&nbsp;the company’s App Store&nbsp;for iPhones, iPads, and Macs, is the obvious one. There are also worries about tough year-over-year comparisons, and some investors fear that the recently robust growth in Mac and iPads sales will slow as the economy returns to more normal conditions. Others are nervous that the next set of iPhones will provide only incremental improvements, and that demand could disappoint.</p>\n<p>But no one seems to be too worried about the earning themselves. The Wall Street consensus for the fiscal third quarter is for $72.9 billion in revenue and profits of $1 a share. Even analysts who are cautious about the stock think those numbers are too low. For instance, BofA Global Research analyst Wamsi Mohan is projecting revenue of $77 billion, with profits of $1.05 a share, driven by strength across the company’s hardware portfolio. Mohan still has a Neutral rating and $160 price target on the stock, however, and cautions that the company faces tough comparisons in the quarters ahead given spikes in Mac and iPad sales during the pandemic.</p>\n<p>He’s got a point.In the March quarter, Apple’s sales surged 54%, driven by strong growth across the portfolio, with sales increases of 66% for iPhone, 70% for Macs, 79% for iPads, 25% for wearables, and 27% for Services. Street consensus estimates for the June quarter call for $34.2 billion in iPhone sales, $7.2 billion for iPads, $7.9 billion for Macs, $7.8 billion for wearables, home, and accessories, and $16.3 billion for services.</p>\n<p>The company did not provide detailed guidance for the quarter, but cautioned that sales could be reduced by as much as $4 billion due to a tight supply of Macs and iPads tied to component shortages.</p>\n<p>Still,Wedbush analyst Dan Ives&nbsp;thinks Apple is headed for another across-the-board beat, driven by continued strong demand for iPhone 12, with particularly strong demand in China. “While the chip shortage was an overhang for Apple during the quarter, we believe the iPhone and Services strength in the quarter neutralized any short-term weakness that the Street was anticipating three months ago,” Ives writes. The analyst says Apple remains his favorite large-cap tech pick, with a “1-2 punch” of services and iPhone demand. He thinks the company can reach the $3 trillion market capitalization level in 2022, from just under $2.5 trillion now. Ives keeps his Outperform rating and $185 target price.</p>\n<p>Canaccord analyst T. Michael Walkley&nbsp;also reupped his Buy rating on Apple shares, while boosting his target price to $175, from $165. He likewise expects June quarter results to beat Street estimates. One interesting question is whether Apple will return to providing quarterly guidance, a practice the company suspended during the pandemic. If they do, Walkley says, expect the forecast to outstrip current Street projections.</p>\n<p>“Apple is well-positioned to continue to benefit from the 5G upgrade cycle, and we anticipate strong overall growth trends as 5G smartphones ramp and its installed base expands with higher-margins services revenue,” he writes. “Apple’s ecosystem approach, including an installed base that exceeds 1.65 billion devices globally and now over 1 billion iPhone users, should continue to generate strong services revenue.”</p>\n<p>But the big news might still be yet to come. Once the company navigates past earnings, Apple investors will zero in on the fall iPhone launch. (Let’s call it iPhone 13, although Apple hasn’t specifically named the new line.) Ives sees incremental improvements, including Lidar capability in all phones, which will improve their utility for augmented reality applications. More important is his observation that about 250 million of the installed base of nearly 1 billion iPhones are at least 3.5 years old and due for an upgrade.</p>\n<p>As Morgan Stanley’s Katy Huberty has noted, Apple shares tend to outperform the market heading into the launch of new phones. There’s no reason to think this year will be any different. Expect a strong June quarter from Apple, with higher highs likely as we approach the fall.</p>\n<p>We can reassess after that.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.</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 Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 17:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-reports-earnings-tuesday-why-the-market-may-already-be-looking-past-them-51627260627?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-quarter earnings, due after the closing bell on Tuesday. But it’s the launch of the next generation of...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-reports-earnings-tuesday-why-the-market-may-already-be-looking-past-them-51627260627?mod=RTA\">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.barrons.com/articles/apple-reports-earnings-tuesday-why-the-market-may-already-be-looking-past-them-51627260627?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108884592","content_text":"Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-quarter earnings, due after the closing bell on Tuesday. But it’s the launch of the next generation of iPhones, expected to be unveiled in September, that might be the real difference-maker.\nApple’s recent rally has not erased concerns about the stock. Growing regulatory scrutiny of Big Tech generally and Apple (ticker: AAPL) in particular, with a specific focus on the fees Apple charges developers who distribute applications on the company’s App Store for iPhones, iPads, and Macs, is the obvious one. There are also worries about tough year-over-year comparisons, and some investors fear that the recently robust growth in Mac and iPads sales will slow as the economy returns to more normal conditions. Others are nervous that the next set of iPhones will provide only incremental improvements, and that demand could disappoint.\nBut no one seems to be too worried about the earning themselves. The Wall Street consensus for the fiscal third quarter is for $72.9 billion in revenue and profits of $1 a share. Even analysts who are cautious about the stock think those numbers are too low. For instance, BofA Global Research analyst Wamsi Mohan is projecting revenue of $77 billion, with profits of $1.05 a share, driven by strength across the company’s hardware portfolio. Mohan still has a Neutral rating and $160 price target on the stock, however, and cautions that the company faces tough comparisons in the quarters ahead given spikes in Mac and iPad sales during the pandemic.\nHe’s got a point.In the March quarter, Apple’s sales surged 54%, driven by strong growth across the portfolio, with sales increases of 66% for iPhone, 70% for Macs, 79% for iPads, 25% for wearables, and 27% for Services. Street consensus estimates for the June quarter call for $34.2 billion in iPhone sales, $7.2 billion for iPads, $7.9 billion for Macs, $7.8 billion for wearables, home, and accessories, and $16.3 billion for services.\nThe company did not provide detailed guidance for the quarter, but cautioned that sales could be reduced by as much as $4 billion due to a tight supply of Macs and iPads tied to component shortages.\nStill,Wedbush analyst Dan Ives thinks Apple is headed for another across-the-board beat, driven by continued strong demand for iPhone 12, with particularly strong demand in China. “While the chip shortage was an overhang for Apple during the quarter, we believe the iPhone and Services strength in the quarter neutralized any short-term weakness that the Street was anticipating three months ago,” Ives writes. The analyst says Apple remains his favorite large-cap tech pick, with a “1-2 punch” of services and iPhone demand. He thinks the company can reach the $3 trillion market capitalization level in 2022, from just under $2.5 trillion now. Ives keeps his Outperform rating and $185 target price.\nCanaccord analyst T. Michael Walkley also reupped his Buy rating on Apple shares, while boosting his target price to $175, from $165. He likewise expects June quarter results to beat Street estimates. One interesting question is whether Apple will return to providing quarterly guidance, a practice the company suspended during the pandemic. If they do, Walkley says, expect the forecast to outstrip current Street projections.\n“Apple is well-positioned to continue to benefit from the 5G upgrade cycle, and we anticipate strong overall growth trends as 5G smartphones ramp and its installed base expands with higher-margins services revenue,” he writes. “Apple’s ecosystem approach, including an installed base that exceeds 1.65 billion devices globally and now over 1 billion iPhone users, should continue to generate strong services revenue.”\nBut the big news might still be yet to come. Once the company navigates past earnings, Apple investors will zero in on the fall iPhone launch. (Let’s call it iPhone 13, although Apple hasn’t specifically named the new line.) Ives sees incremental improvements, including Lidar capability in all phones, which will improve their utility for augmented reality applications. More important is his observation that about 250 million of the installed base of nearly 1 billion iPhones are at least 3.5 years old and due for an upgrade.\nAs Morgan Stanley’s Katy Huberty has noted, Apple shares tend to outperform the market heading into the launch of new phones. There’s no reason to think this year will be any different. Expect a strong June quarter from Apple, with higher highs likely as we approach the fall.\nWe can reassess after that.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166540778,"gmtCreate":1624019618794,"gmtModify":1703826703782,"author":{"id":"3581599348999053","authorId":"3581599348999053","name":"Kerenleell","avatar":"https://static.tigerbbs.com/f06f7883bff5f66defa7bd289ed15c42","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581599348999053","idStr":"3581599348999053"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166540778","repostId":"1131081247","repostType":4,"repost":{"id":"1131081247","kind":"news","pubTimestamp":1624019171,"share":"https://ttm.financial/m/news/1131081247?lang=en_US&edition=fundamental","pubTime":"2021-06-18 20:26","market":"fut","language":"en","title":"Goldman sees Fed-driven dip in commodities as a 'buying opportunity'","url":"https://stock-news.laohu8.com/highlight/detail?id=1131081247","media":"Reuters","summary":"(Reuters) - Goldman Sachs said on Friday the recent slip in commodities prices driven by the U.S. Fe","content":"<p>(Reuters) - Goldman Sachs said on Friday the recent slip in commodities prices driven by the U.S. Federal Reserve’s decision to bring forward projections for interest rate hikes into 2023 was a buying opportunity for investors.</p>\n<p>“The bullish commodity thesis is neither about inflation risks nor Fed forward guidance. It is about scarcity and strong physical demand,” the Wall Street bank said in a note.</p>\n<p>Physical scarcity, caused by robust demand growth and inelastic supply, could drive Brent crude oil prices to average $80 in the third quarter, with potential spikes above that level, Goldman analysts wrote.</p>\n<p>Prices of commodities including oil, gold and copper fell as the U.S. dollar surged on the Federal Reserve’s outlook on interest rate hikes.</p>\n<p>But oil prices were still close to multi-year highs, while gold has since seen a slight rebound, and copper was en route to its biggest weekly decline since March 2020.</p>\n<p>The copper market also remains on course for deficit conditions both over the remainder of this year and into 2022, the bank said, adding recent dips should be viewed as a longer-term buying opportunity.</p>\n<p>A recovery in commodities markets excluding energy markets, however, is likely to be slower than from recent sell-offs as transient shocks from weather and Chinese-mandated repositioning have generated negative technical breakthroughs, Goldman warned.</p>\n<p>Earlier this month, China’s state planner renewed a pledge to step up monitoring of commodity prices and strengthen supervision of spot and futures markets, as producer inflation in the country hit over 12 year-highs.</p>\n<p>Goldman also viewed gold as under-valued relative to both real and nominal fundamentals.</p>\n<p>“In fact, gold is now pricing a Goldilocks scenario of strong growth without any inflation, implying limited demand for it as either a defensive asset or inflation hedge.”</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman sees Fed-driven dip in commodities as a 'buying opportunity'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman sees Fed-driven dip in commodities as a 'buying opportunity'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 20:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/commodities-research-goldman/goldman-sees-fed-driven-dip-in-commodities-as-a-buying-opportunity-idUSL3N2O02QT><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Goldman Sachs said on Friday the recent slip in commodities prices driven by the U.S. Federal Reserve’s decision to bring forward projections for interest rate hikes into 2023 was a buying...</p>\n\n<a href=\"https://www.reuters.com/article/commodities-research-goldman/goldman-sees-fed-driven-dip-in-commodities-as-a-buying-opportunity-idUSL3N2O02QT\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛"},"source_url":"https://www.reuters.com/article/commodities-research-goldman/goldman-sees-fed-driven-dip-in-commodities-as-a-buying-opportunity-idUSL3N2O02QT","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131081247","content_text":"(Reuters) - Goldman Sachs said on Friday the recent slip in commodities prices driven by the U.S. Federal Reserve’s decision to bring forward projections for interest rate hikes into 2023 was a buying opportunity for investors.\n“The bullish commodity thesis is neither about inflation risks nor Fed forward guidance. It is about scarcity and strong physical demand,” the Wall Street bank said in a note.\nPhysical scarcity, caused by robust demand growth and inelastic supply, could drive Brent crude oil prices to average $80 in the third quarter, with potential spikes above that level, Goldman analysts wrote.\nPrices of commodities including oil, gold and copper fell as the U.S. dollar surged on the Federal Reserve’s outlook on interest rate hikes.\nBut oil prices were still close to multi-year highs, while gold has since seen a slight rebound, and copper was en route to its biggest weekly decline since March 2020.\nThe copper market also remains on course for deficit conditions both over the remainder of this year and into 2022, the bank said, adding recent dips should be viewed as a longer-term buying opportunity.\nA recovery in commodities markets excluding energy markets, however, is likely to be slower than from recent sell-offs as transient shocks from weather and Chinese-mandated repositioning have generated negative technical breakthroughs, Goldman warned.\nEarlier this month, China’s state planner renewed a pledge to step up monitoring of commodity prices and strengthen supervision of spot and futures markets, as producer inflation in the country hit over 12 year-highs.\nGoldman also viewed gold as under-valued relative to both real and nominal fundamentals.\n“In fact, gold is now pricing a Goldilocks scenario of strong growth without any inflation, implying limited demand for it as either a defensive asset or inflation hedge.”","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":1202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}