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whoartthou

whoartthou

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04-06 19:41

$Apple(AAPL)$ uu

03-30

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03-23

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03-16

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03-09

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03-02

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02-23

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02-16

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02-09

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02-02

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01-26

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01-19

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01-12

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01-05

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2025-12-29

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2025-12-22

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2025-12-15

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2025-12-08

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2025-12-02

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2025-11-24

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11:20","market":"us","language":"en","title":"American consumers’ gray mood could put the S&P 500 in the green over the next 6 months","url":"https://stock-news.laohu8.com/highlight/detail?id=1158638011","media":"MarketWatch","summary":"Consumers’ sentiment is a contrarian indicator, so their current pessimism is bullish for stocks.\n\nL","content":"<blockquote>\n <b>Consumers’ sentiment is a contrarian indicator, so their current pessimism is bullish for stocks.</b>\n</blockquote>\n<p>Last week’s unexpected plunge in the University of Michigan Consumer Sentiment Index is actually good news for U.S. stock investors. That’s because the American consumer is a contrarian stock-market indicator. More often than not over the past four decades, large declines in consumer confidence have been followed by above-average stock market returns.</p>\n<p>This should come as a big relief for Wall Street bulls, who have otherwise been fretting about the University of Michigan index’s latest reading. From a July level of 81.2,the index fell last week to 70.2. That’s the lowest since December 2011 — lower even than the lowest reading registered in the darkest early weeks of the COVID-19 pandemic.</p>\n<p>To appreciate how much this latest reading was unexpected, consider that the economists surveyed in advance by MarketWatch were predicting, on average, that the index would come in at 81.3 — a slight right rise from the July number.</p>\n<p>To analyze the significance of drops as big as this latest one, I calculated the correlations between monthly changes in the University of Michigan index since 1978 and the S&amp;P 500’sSPX,+0.81%subsequent performance on both an inflation- and dividend-adjusted basis. I found that whenever this sentiment index dropped by at least 10 percentage points, the S&amp;P 500 over the subsequent three months gained an average of 3.6%.</p>\n<p>That’s double the 1.7% average three-month gain following months in which the consumer sentiment index gained at least 10 percentage points. Moreover, as evident in the chart below, this contrast at the six-month horizon is even greater: 7.5% versus 2.6%.</p>\n<p><img src=\"https://static.tigerbbs.com/db16295aee3c6f4bbf094317ade3d200\" tg-width=\"700\" tg-height=\"486\" width=\"100%\" height=\"auto\">To be sure, there aren’t that many months since 1978 in which the consumer sentiment index rose or fell by this much. The inverse relationship between the sentiment index’s monthly changes and the U.S. stock market’s subsequent performance is only marginally statistically significant. So you should not use the occasion of the sentiment index’s big drop to throw caution to the wind.</p>\n<p>Nevertheless, if you want to believe that this historical relationship is statistically insignificant, you still can’t conclude that this most recent drop is a bad sign. You’d instead have to conclude that the University of Michigan index tells you nothing about the stock market’s prospects in coming months.</p>\n<p>So there you have it. Either this latest drop means nothing, or it is bullish. If you want to believe that this latest drop is bad news, you will have to base your argument on something other than U.S. stock market history since 1978.</p>","source":"lsy1603348471595","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>American consumers’ gray mood could put the S&P 500 in the green over the next 6 months</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\">\nAmerican consumers’ gray mood could put the S&P 500 in the green over the next 6 months\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-22 11:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/american-consumers-gray-mood-could-put-the-s-p-500-in-the-green-over-the-next-6-months-11629181914?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Consumers’ sentiment is a contrarian indicator, so their current pessimism is bullish for stocks.\n\nLast week’s unexpected plunge in the University of Michigan Consumer Sentiment Index is actually good...</p>\n\n<a href=\"https://www.marketwatch.com/story/american-consumers-gray-mood-could-put-the-s-p-500-in-the-green-over-the-next-6-months-11629181914?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/american-consumers-gray-mood-could-put-the-s-p-500-in-the-green-over-the-next-6-months-11629181914?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158638011","content_text":"Consumers’ sentiment is a contrarian indicator, so their current pessimism is bullish for stocks.\n\nLast week’s unexpected plunge in the University of Michigan Consumer Sentiment Index is actually good news for U.S. stock investors. That’s because the American consumer is a contrarian stock-market indicator. More often than not over the past four decades, large declines in consumer confidence have been followed by above-average stock market returns.\nThis should come as a big relief for Wall Street bulls, who have otherwise been fretting about the University of Michigan index’s latest reading. From a July level of 81.2,the index fell last week to 70.2. That’s the lowest since December 2011 — lower even than the lowest reading registered in the darkest early weeks of the COVID-19 pandemic.\nTo appreciate how much this latest reading was unexpected, consider that the economists surveyed in advance by MarketWatch were predicting, on average, that the index would come in at 81.3 — a slight right rise from the July number.\nTo analyze the significance of drops as big as this latest one, I calculated the correlations between monthly changes in the University of Michigan index since 1978 and the S&P 500’sSPX,+0.81%subsequent performance on both an inflation- and dividend-adjusted basis. I found that whenever this sentiment index dropped by at least 10 percentage points, the S&P 500 over the subsequent three months gained an average of 3.6%.\nThat’s double the 1.7% average three-month gain following months in which the consumer sentiment index gained at least 10 percentage points. Moreover, as evident in the chart below, this contrast at the six-month horizon is even greater: 7.5% versus 2.6%.\nTo be sure, there aren’t that many months since 1978 in which the consumer sentiment index rose or fell by this much. The inverse relationship between the sentiment index’s monthly changes and the U.S. stock market’s subsequent performance is only marginally statistically significant. So you should not use the occasion of the sentiment index’s big drop to throw caution to the wind.\nNevertheless, if you want to believe that this historical relationship is statistically insignificant, you still can’t conclude that this most recent drop is a bad sign. You’d instead have to conclude that the University of Michigan index tells you nothing about the stock market’s prospects in coming months.\nSo there you have it. Either this latest drop means nothing, or it is bullish. If you want to believe that this latest drop is bad news, you will have to base your argument on something other than U.S. stock market history since 1978.","news_type":1,"symbols_score_info":{"SPY":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":408561725833440,"gmtCreate":1740763041559,"gmtModify":1740986263970,"author":{"id":"3581653518216493","authorId":"3581653518216493","name":"whoartthou","avatar":"https://static.tigerbbs.com/255e220c4fd45d829d979119233c8196","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581653518216493","idStr":"3581653518216493"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$ </a> big gains let's go!!!&nbsp;","listText":"<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$ </a> big gains let's go!!!&nbsp;","text":"$Netflix(NFLX)$ big gains let's go!!!","images":[{"img":"https://community-static.tradeup.com/news/696d50c3f252fccde4d35df41734e947","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/408561725833440","isVote":1,"tweetType":1,"viewCount":2842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9073327740,"gmtCreate":1657289485080,"gmtModify":1676535985626,"author":{"id":"3581653518216493","authorId":"3581653518216493","name":"whoartthou","avatar":"https://static.tigerbbs.com/255e220c4fd45d829d979119233c8196","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581653518216493","idStr":"3581653518216493"},"themes":[],"htmlText":"C","listText":"C","text":"C","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073327740","repostId":"1121190134","repostType":4,"repost":{"id":"1121190134","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":1657267168,"share":"https://ttm.financial/m/news/1121190134?lang=en_US&edition=fundamental","pubTime":"2022-07-08 15:59","market":"us","language":"en","title":"Reminder: SGX Market Will be Closed on July 11 for Hari Raya Haji","url":"https://stock-news.laohu8.com/highlight/detail?id=1121190134","media":"Tiger Newspress","summary":"Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Pl","content":"<html><head></head><body><p>Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/008ff7c0d3215916b694fa720d59302d\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><table><tbody><tr></tr></tbody></table></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: SGX Market Will be Closed on July 11 for Hari Raya Haji</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: SGX Market Will be Closed on July 11 for Hari Raya Haji\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\">2022-07-08 15:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/008ff7c0d3215916b694fa720d59302d\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><table><tbody><tr></tr></tbody></table></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121190134","content_text":"Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108014984,"gmtCreate":1619960436448,"gmtModify":1704336787499,"author":{"id":"3581653518216493","authorId":"3581653518216493","name":"whoartthou","avatar":"https://static.tigerbbs.com/255e220c4fd45d829d979119233c8196","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581653518216493","idStr":"3581653518216493"},"themes":[],"htmlText":"Nicee","listText":"Nicee","text":"Nicee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/108014984","repostId":"1103106179","repostType":4,"isVote":1,"tweetType":1,"viewCount":1319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377273590,"gmtCreate":1619532925610,"gmtModify":1704725558900,"author":{"id":"3581653518216493","authorId":"3581653518216493","name":"whoartthou","avatar":"https://static.tigerbbs.com/255e220c4fd45d829d979119233c8196","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581653518216493","idStr":"3581653518216493"},"themes":[],"htmlText":"How's this","listText":"How's this","text":"How's this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/377273590","repostId":"1161810404","repostType":4,"repost":{"id":"1161810404","kind":"news","pubTimestamp":1619527994,"share":"https://ttm.financial/m/news/1161810404?lang=en_US&edition=fundamental","pubTime":"2021-04-27 20:53","market":"us","language":"en","title":"What's The Real Story Of Tesla In China?","url":"https://stock-news.laohu8.com/highlight/detail?id=1161810404","media":"ZeroHedge","summary":"What’s really going on for Tesla in China? Global supply chains remain fragile as the Chinese flex t","content":"<p><b><i>What’s really going on for Tesla in China? Global supply chains remain fragile as the Chinese flex their muscles and national buying power. That may prove problematic for western firms, and especially Tesla. But also it raises questions about investment imperatives on China growth vs flatline in the West.</i></b></p>\n<p>There is lots to be positive about this morning. The first headline to catch my eye was a prediction from Goldman Sachs raising their target to 7.8% UK growth in 2021 – up from the 5% consensus. Great stuff! A colleague sent me the FT’s analysis of the&nbsp;Pandemic end-game: 5.2% people have been infected last week, but vaccines are clearly working and saving lives. And there are some spectacular company results hitting the screens.</p>\n<p>But across the globe supply chain ructions continue. Jaguar Land Rover has shut down a number of factories over the global shortage of chips. There are warning of everything from autos, fridges, toasters to airplanes being delayed due to apparent hoarding by Chinese manufacturers concerned about possible sanctions if the current cold war heats up.</p>\n<ul>\n <li><p>We have a global explosion of repressed consumer spending set to hit the market.</p></li>\n <li><p>There is a global shortage of goods. (I know this – it looks like our new kitchen will have a wine-chiller shaped gap due to the lack of supply! Shocking…. Simply shocking…)</p></li>\n <li><p>There is the threat of further supply shocks on the back of rising trade and cold-war ructions.</p></li>\n</ul>\n<p><b>The world is less stable than we hope. And it boils down to a very simple question. What’s really happening in China?</b>That, I suspect, is the critical factor when it comes to predicting just how strong pandemic recovery will be, or how constrained it may become.</p>\n<p>I saw a headline flash by this morning anticipating Apple iPhone China sales fell in March as sales of new domestic smart-phones kicked in. According to&nbsp;Seeking Alpha&nbsp;high China sales in Jan/Feb have reversed despite the success of the new iPhone 12. (Apple numbers are tomorrow.) Why would China sales fall? Is it because Chinese consumers are increasingly persuaded to buy home-grown product, fuelled by a patriotic duty to do so?</p>\n<p><b>Tesla is finding itself on the receiving end of pointed official China criticism</b>– and Musk (surprisingly) has bowed his head and promised to do better. The headlines about a US Tesla crash where there is a dispute about whether anyone was actually driving is just noise and distraction. The real story is the future for Tesla demand in China.</p>\n<p>If Tesla was criticised in the US for shoddy servicing, poor customer care, and was accused of breaching privacy rules with car mounted cameras, you can bet Musk would be screaming obscenities, appearing on prime time TV smoking a joint to tell us regulators are idiots, and that the press knows nothing. Allegations of customer dissatisfaction would be steamrollered by a barrage of Tesla Fanboy hate posts and denials refusing to discuss the matter.</p>\n<p>But, when Tesla gets accused of the same failings in China – suddenly Musk does the right thing and kow-tows, promising to do better. Musk is beginning to understand that displaying “sincerity” in China means doing exactly what the state tells him to do.</p>\n<p><b>Tesla is walking a very thin line in China</b>– and Elon knows it. On one hand, he’s bet the shop on promises the EV maker will deliver big into China. On the other, the recent Shanghai Motor Show featured a couple of Teslas, but, more importantly, a vast number of sophisticated Chinese new models EVs set for launch in the coming year.</p>\n<p>Musk may soon realise the Chinese might just have played him for a chump – supporting and financing his gigafactory build to get EVs established in the Chinese consumer mindset, while also conclusively demonstrating to the Chinese autofirms the foreign rival products they have to beat.</p>\n<p>And since we’re talking about Tesla, let’s get off the China theme for a moment, and think about the results it announced y’day: Congratulations to them for beating Q1 expectations. Net income of $438mm, revenues up 74% and 185,000 cars delivered.</p>\n<p><i><b>But… all that glitters is not revenue from car sales… Let’s see… what did the results really tell us? That profit was based on $518 mm of regulatory credit sales and a $101 positive gain from its Bitcoin position and sales. Strip these out and… and Telsa lost $181mm selling cars.</b></i></p>\n<p>To this day I don’t believe Tesla has made a single brass cent selling cars, yet the purveyor of fine regulatory credits and dabbler in cryptocurrencies has made its owner the second richest man on the planet. (And yes.. I still hold a small position in the stock.)</p>\n<p>More importantly, the Q1 results show Musk is caught between the proverbial rock and river. He knows winning in China is critical for his evolved EV scheme.</p>\n<p><b>Ok – calling Tesla a pyramid scheme is harsh, but Musk knows he needs to keep up the positive news flow; continually demonstrating Telsa’s lead in EV, increasing his production numbers, upping the profits and feeding a never-ending stream of positive spin (like autonomous driving tomorrow – always tomorrow). Without the positive spin driving Tesla marketing and keeping up the stock-price, how will he continue to attract new buyers while persuading current investors to HODL! (Crypto-verse speak for “hold on for dear life”).</b></p>\n<p>There is a big missed theme around Tesla – competition.</p>\n<p><b>Their EV tech moat is shallow.</b>Today, the firm is still ahead in EV terms of consumer deliverables like quality, range, handling etc, but the rest of the Automotive world; from Tokyo to Munich, from Shanghai to Detroit is playing catch up fast.</p>\n<p><b>Going back to China, the party is very keen to see domestic producers not only dominated the China market, but to establish themselves abroad.</b>That’s as true in EVs as it will be in Smart-phones, fridges and all the other paraphernalia of modern life…</p>\n<p>Let, me stir this a bit more. Should you bite the moral bullet and buy HSBC? The potential downside is its engaging with China – but its China that makes the bank so valuable. HSBC is a good illustration of the China conundrum.</p>\n<p>The geopolitical tensions look high. There are few signs the US and China will reach anything better than a new cold war which is bound to further roil supply chains. There are a surprising number of articles around on how the newly empowered Chinese navy is set to take on American carrier task forces over Taiwan – and hammer them with land-based hyper-missiles. (None of this bodes well for the&nbsp;Big-Lizzie UK carrier strike group&nbsp;heading to the region this summer.)</p>\n<p>The moral arguments against any China investment can’t be ignored. The treatment of the Uyghurs, surveillance, Tibet and the rest are difficult to square with any ESG investment mandate.</p>\n<p>China critics will point to the case of Jack Ma and issues of the rule law as further reasons to remain shy of China investors. But its only by fully embracing capitalism and the market economy model – with Chinese Characteristics – the Chinese have been able to so successfully grow their economy and take it through its earlier export-led model to today’s consumption-led economy. The Chinese want their luxury and consumer goods, just like the rest of us.</p>\n<p>The next couple of months are going to be fascinated in terms of how the China story develops. Trade Wars, its own internal markets, Patriotic buying programmes, and Geopolitics will all feature. At this point, remember my mantra no 4:&nbsp;<b>“Things are seldom as bad as you fear, but never as good as you hope!”</b></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>What's The Real Story Of Tesla 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\">\nWhat's The Real Story Of Tesla In China?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 20:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/whats-real-story-tesla-china><strong>ZeroHedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What’s really going on for Tesla in China? Global supply chains remain fragile as the Chinese flex their muscles and national buying power. That may prove problematic for western firms, and especially...</p>\n\n<a href=\"https://www.zerohedge.com/markets/whats-real-story-tesla-china\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zerohedge.com/markets/whats-real-story-tesla-china","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161810404","content_text":"What’s really going on for Tesla in China? Global supply chains remain fragile as the Chinese flex their muscles and national buying power. That may prove problematic for western firms, and especially Tesla. But also it raises questions about investment imperatives on China growth vs flatline in the West.\nThere is lots to be positive about this morning. The first headline to catch my eye was a prediction from Goldman Sachs raising their target to 7.8% UK growth in 2021 – up from the 5% consensus. Great stuff! A colleague sent me the FT’s analysis of the Pandemic end-game: 5.2% people have been infected last week, but vaccines are clearly working and saving lives. And there are some spectacular company results hitting the screens.\nBut across the globe supply chain ructions continue. Jaguar Land Rover has shut down a number of factories over the global shortage of chips. There are warning of everything from autos, fridges, toasters to airplanes being delayed due to apparent hoarding by Chinese manufacturers concerned about possible sanctions if the current cold war heats up.\n\nWe have a global explosion of repressed consumer spending set to hit the market.\nThere is a global shortage of goods. (I know this – it looks like our new kitchen will have a wine-chiller shaped gap due to the lack of supply! Shocking…. Simply shocking…)\nThere is the threat of further supply shocks on the back of rising trade and cold-war ructions.\n\nThe world is less stable than we hope. And it boils down to a very simple question. What’s really happening in China?That, I suspect, is the critical factor when it comes to predicting just how strong pandemic recovery will be, or how constrained it may become.\nI saw a headline flash by this morning anticipating Apple iPhone China sales fell in March as sales of new domestic smart-phones kicked in. According to Seeking Alpha high China sales in Jan/Feb have reversed despite the success of the new iPhone 12. (Apple numbers are tomorrow.) Why would China sales fall? Is it because Chinese consumers are increasingly persuaded to buy home-grown product, fuelled by a patriotic duty to do so?\nTesla is finding itself on the receiving end of pointed official China criticism– and Musk (surprisingly) has bowed his head and promised to do better. The headlines about a US Tesla crash where there is a dispute about whether anyone was actually driving is just noise and distraction. The real story is the future for Tesla demand in China.\nIf Tesla was criticised in the US for shoddy servicing, poor customer care, and was accused of breaching privacy rules with car mounted cameras, you can bet Musk would be screaming obscenities, appearing on prime time TV smoking a joint to tell us regulators are idiots, and that the press knows nothing. Allegations of customer dissatisfaction would be steamrollered by a barrage of Tesla Fanboy hate posts and denials refusing to discuss the matter.\nBut, when Tesla gets accused of the same failings in China – suddenly Musk does the right thing and kow-tows, promising to do better. Musk is beginning to understand that displaying “sincerity” in China means doing exactly what the state tells him to do.\nTesla is walking a very thin line in China– and Elon knows it. On one hand, he’s bet the shop on promises the EV maker will deliver big into China. On the other, the recent Shanghai Motor Show featured a couple of Teslas, but, more importantly, a vast number of sophisticated Chinese new models EVs set for launch in the coming year.\nMusk may soon realise the Chinese might just have played him for a chump – supporting and financing his gigafactory build to get EVs established in the Chinese consumer mindset, while also conclusively demonstrating to the Chinese autofirms the foreign rival products they have to beat.\nAnd since we’re talking about Tesla, let’s get off the China theme for a moment, and think about the results it announced y’day: Congratulations to them for beating Q1 expectations. Net income of $438mm, revenues up 74% and 185,000 cars delivered.\nBut… all that glitters is not revenue from car sales… Let’s see… what did the results really tell us? That profit was based on $518 mm of regulatory credit sales and a $101 positive gain from its Bitcoin position and sales. Strip these out and… and Telsa lost $181mm selling cars.\nTo this day I don’t believe Tesla has made a single brass cent selling cars, yet the purveyor of fine regulatory credits and dabbler in cryptocurrencies has made its owner the second richest man on the planet. (And yes.. I still hold a small position in the stock.)\nMore importantly, the Q1 results show Musk is caught between the proverbial rock and river. He knows winning in China is critical for his evolved EV scheme.\nOk – calling Tesla a pyramid scheme is harsh, but Musk knows he needs to keep up the positive news flow; continually demonstrating Telsa’s lead in EV, increasing his production numbers, upping the profits and feeding a never-ending stream of positive spin (like autonomous driving tomorrow – always tomorrow). Without the positive spin driving Tesla marketing and keeping up the stock-price, how will he continue to attract new buyers while persuading current investors to HODL! (Crypto-verse speak for “hold on for dear life”).\nThere is a big missed theme around Tesla – competition.\nTheir EV tech moat is shallow.Today, the firm is still ahead in EV terms of consumer deliverables like quality, range, handling etc, but the rest of the Automotive world; from Tokyo to Munich, from Shanghai to Detroit is playing catch up fast.\nGoing back to China, the party is very keen to see domestic producers not only dominated the China market, but to establish themselves abroad.That’s as true in EVs as it will be in Smart-phones, fridges and all the other paraphernalia of modern life…\nLet, me stir this a bit more. Should you bite the moral bullet and buy HSBC? The potential downside is its engaging with China – but its China that makes the bank so valuable. HSBC is a good illustration of the China conundrum.\nThe geopolitical tensions look high. There are few signs the US and China will reach anything better than a new cold war which is bound to further roil supply chains. There are a surprising number of articles around on how the newly empowered Chinese navy is set to take on American carrier task forces over Taiwan – and hammer them with land-based hyper-missiles. (None of this bodes well for the Big-Lizzie UK carrier strike group heading to the region this summer.)\nThe moral arguments against any China investment can’t be ignored. The treatment of the Uyghurs, surveillance, Tibet and the rest are difficult to square with any ESG investment mandate.\nChina critics will point to the case of Jack Ma and issues of the rule law as further reasons to remain shy of China investors. But its only by fully embracing capitalism and the market economy model – with Chinese Characteristics – the Chinese have been able to so successfully grow their economy and take it through its earlier export-led model to today’s consumption-led economy. The Chinese want their luxury and consumer goods, just like the rest of us.\nThe next couple of months are going to be fascinated in terms of how the China story develops. Trade Wars, its own internal markets, Patriotic buying programmes, and Geopolitics will all feature. At this point, remember my mantra no 4: “Things are seldom as bad as you fear, but never as good as you hope!”","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055910476,"gmtCreate":1655223450495,"gmtModify":1676535589099,"author":{"id":"3581653518216493","authorId":"3581653518216493","name":"whoartthou","avatar":"https://static.tigerbbs.com/255e220c4fd45d829d979119233c8196","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581653518216493","idStr":"3581653518216493"},"themes":[],"htmlText":"C","listText":"C","text":"C","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055910476","repostId":"1118010961","repostType":4,"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":550726143033688,"gmtCreate":1775475687009,"gmtModify":1775475689848,"author":{"id":"3581653518216493","authorId":"3581653518216493","name":"whoartthou","avatar":"https://static.tigerbbs.com/255e220c4fd45d829d979119233c8196","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581653518216493","idStr":"3581653518216493"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a> uu","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a> uu","text":"$Apple(AAPL)$ uu","images":[{"img":"https://community-static.tradeup.com/news/4a487baa304c68ee389c32028dcad4dd","width":"894","height":"1520"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/550726143033688","isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9008963662,"gmtCreate":1641348242199,"gmtModify":1676533603617,"author":{"id":"3581653518216493","authorId":"3581653518216493","name":"whoartthou","avatar":"https://static.tigerbbs.com/255e220c4fd45d829d979119233c8196","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581653518216493","idStr":"3581653518216493"},"themes":[],"htmlText":"C","listText":"C","text":"C","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008963662","repostId":"2201418283","repostType":4,"repost":{"id":"2201418283","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1641336421,"share":"https://ttm.financial/m/news/2201418283?lang=en_US&edition=fundamental","pubTime":"2022-01-05 06:47","market":"us","language":"en","title":"Dow posts closing record high for 2nd day, boosted by banks","url":"https://stock-news.laohu8.com/highlight/detail?id=2201418283","media":"Reuters","summary":"* Financial sector registers all-time closing high* Ford, GM shares rise as electric truck battle heats up* Indexes: Dow up 0.6%, S&P 500 down 0.06%, Nasdaq down 1.3%NEW YORK, Jan 4 (Reuters) - The Do","content":"<html><head></head><body><p>* Financial sector registers all-time closing high</p><p>* Ford, GM shares rise as electric truck battle heats up</p><p>* Indexes: Dow up 0.6%, S&amp;P 500 down 0.06%, Nasdaq down 1.3%</p><p>NEW YORK, Jan 4 (Reuters) - The Dow Jones Industrial Average reached a record closing high on Tuesday for a second straight day as financial and industrial shares rallied, while the Nasdaq fell.</p><p>The S&amp;P 500 ended slightly weaker after hitting an intraday all-time high. Declines in shares of big growth names including Tesla Inc weighed on the index and the Nasdaq Composite, which ended down more than 1%.</p><p>Economically sensitive energy, financials and industrials were the leading sectors in the S&amp;P 500, with financials eking out an all-time closing high.</p><p>Helping sentiment, the World Health Organization cited increasing evidence that the coronavirus variant caused milder symptoms than previous variants.</p><p>Earlier, U.S. manufacturing data for December showed some cooling in demand for goods, but investors took solace in signs of supply constraints easing.</p><p>The S&amp;P 500 bank index rose 3.5% in its biggest daily percentage gain in about a year.</p><p>Some strategists said financials and other value-oriented stocks could be near-term market leaders as investors gear up for interest rate hikes from the Federal Reserve by mid-year to curb high inflation. U.S. Treasury yields gained for a second trading day.</p><p>Investors are &#34;going to punish growth stocks with high valuations,&#34; said Robert Phipps, a director at Per Stirling Capital Management in Austin, Texas.</p><p>&#34;This is a time when defensive stocks and value stocks are likely to outperform.&#34;</p><p>The S&amp;P 500 value index jumped 1%, while the S&amp;P 500 growth index fell 1%.</p><p>The Dow Jones Industrial Average rose 214.59 points, or 0.59%, to 36,799.65; the S&amp;P 500 lost 3.02 points, or 0.06%, at 4,793.54; and the Nasdaq Composite dropped 210.08 points, or 1.33%, to 15,622.72.</p><p>The U.S. central bank said last month it would end its pandemic-era bond buying in 2022, signaling at least three interest rate hikes for the year. Minutes from the meeting are expected to be released on Wednesday.</p><p>Daniel Morgan, portfolio manager at Synovus Trust in Atlanta, said he still favored technology and growth shares, and was optimistic that fourth-quarter earnings for tech and the chip sector in particular could be stronger than Wall Street expectations.</p><p>Tesla shares fell 4.2%, a day after jumping more than 13% on stronger-than-expected quarterly deliveries.</p><p>Ford Motor Co jumped 11.7% after the automaker said it would nearly double annual production capacity for its red-hot F-150 Lightning electric pickup to 150,000 vehicles.</p><p>General Motors Co shares rallied 7.5% a day ahead of its public debut of the Chevrolet Silverado electric pickup, which is slated to go on sale in early 2023.</p><p>Advancing issues outnumbered decliners on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 70 new 52-week highs and one new low; the Nasdaq Composite recorded 104 new highs and 102 new lows.</p><p>Volume on U.S. exchanges was 11.49 billion shares, compared with about 10.4 billion average for the full session over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow posts closing record high for 2nd day, boosted by banks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow posts closing record high for 2nd day, boosted by banks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-05 06:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Financial sector registers all-time closing high</p><p>* Ford, GM shares rise as electric truck battle heats up</p><p>* Indexes: Dow up 0.6%, S&amp;P 500 down 0.06%, Nasdaq down 1.3%</p><p>NEW YORK, Jan 4 (Reuters) - The Dow Jones Industrial Average reached a record closing high on Tuesday for a second straight day as financial and industrial shares rallied, while the Nasdaq fell.</p><p>The S&amp;P 500 ended slightly weaker after hitting an intraday all-time high. Declines in shares of big growth names including Tesla Inc weighed on the index and the Nasdaq Composite, which ended down more than 1%.</p><p>Economically sensitive energy, financials and industrials were the leading sectors in the S&amp;P 500, with financials eking out an all-time closing high.</p><p>Helping sentiment, the World Health Organization cited increasing evidence that the coronavirus variant caused milder symptoms than previous variants.</p><p>Earlier, U.S. manufacturing data for December showed some cooling in demand for goods, but investors took solace in signs of supply constraints easing.</p><p>The S&amp;P 500 bank index rose 3.5% in its biggest daily percentage gain in about a year.</p><p>Some strategists said financials and other value-oriented stocks could be near-term market leaders as investors gear up for interest rate hikes from the Federal Reserve by mid-year to curb high inflation. U.S. Treasury yields gained for a second trading day.</p><p>Investors are &#34;going to punish growth stocks with high valuations,&#34; said Robert Phipps, a director at Per Stirling Capital Management in Austin, Texas.</p><p>&#34;This is a time when defensive stocks and value stocks are likely to outperform.&#34;</p><p>The S&amp;P 500 value index jumped 1%, while the S&amp;P 500 growth index fell 1%.</p><p>The Dow Jones Industrial Average rose 214.59 points, or 0.59%, to 36,799.65; the S&amp;P 500 lost 3.02 points, or 0.06%, at 4,793.54; and the Nasdaq Composite dropped 210.08 points, or 1.33%, to 15,622.72.</p><p>The U.S. central bank said last month it would end its pandemic-era bond buying in 2022, signaling at least three interest rate hikes for the year. Minutes from the meeting are expected to be released on Wednesday.</p><p>Daniel Morgan, portfolio manager at Synovus Trust in Atlanta, said he still favored technology and growth shares, and was optimistic that fourth-quarter earnings for tech and the chip sector in particular could be stronger than Wall Street expectations.</p><p>Tesla shares fell 4.2%, a day after jumping more than 13% on stronger-than-expected quarterly deliveries.</p><p>Ford Motor Co jumped 11.7% after the automaker said it would nearly double annual production capacity for its red-hot F-150 Lightning electric pickup to 150,000 vehicles.</p><p>General Motors Co shares rallied 7.5% a day ahead of its public debut of the Chevrolet Silverado electric pickup, which is slated to go on sale in early 2023.</p><p>Advancing issues outnumbered decliners on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 70 new 52-week highs and one new low; the Nasdaq Composite recorded 104 new highs and 102 new lows.</p><p>Volume on U.S. exchanges was 11.49 billion shares, compared with about 10.4 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","BK4548":"巴美列捷福持仓","GM":"通用汽车","BK4555":"新能源车","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4099":"汽车制造商"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201418283","content_text":"* Financial sector registers all-time closing high* Ford, GM shares rise as electric truck battle heats up* Indexes: Dow up 0.6%, S&P 500 down 0.06%, Nasdaq down 1.3%NEW YORK, Jan 4 (Reuters) - The Dow Jones Industrial Average reached a record closing high on Tuesday for a second straight day as financial and industrial shares rallied, while the Nasdaq fell.The S&P 500 ended slightly weaker after hitting an intraday all-time high. Declines in shares of big growth names including Tesla Inc weighed on the index and the Nasdaq Composite, which ended down more than 1%.Economically sensitive energy, financials and industrials were the leading sectors in the S&P 500, with financials eking out an all-time closing high.Helping sentiment, the World Health Organization cited increasing evidence that the coronavirus variant caused milder symptoms than previous variants.Earlier, U.S. manufacturing data for December showed some cooling in demand for goods, but investors took solace in signs of supply constraints easing.The S&P 500 bank index rose 3.5% in its biggest daily percentage gain in about a year.Some strategists said financials and other value-oriented stocks could be near-term market leaders as investors gear up for interest rate hikes from the Federal Reserve by mid-year to curb high inflation. U.S. Treasury yields gained for a second trading day.Investors are \"going to punish growth stocks with high valuations,\" said Robert Phipps, a director at Per Stirling Capital Management in Austin, Texas.\"This is a time when defensive stocks and value stocks are likely to outperform.\"The S&P 500 value index jumped 1%, while the S&P 500 growth index fell 1%.The Dow Jones Industrial Average rose 214.59 points, or 0.59%, to 36,799.65; the S&P 500 lost 3.02 points, or 0.06%, at 4,793.54; and the Nasdaq Composite dropped 210.08 points, or 1.33%, to 15,622.72.The U.S. central bank said last month it would end its pandemic-era bond buying in 2022, signaling at least three interest rate hikes for the year. Minutes from the meeting are expected to be released on Wednesday.Daniel Morgan, portfolio manager at Synovus Trust in Atlanta, said he still favored technology and growth shares, and was optimistic that fourth-quarter earnings for tech and the chip sector in particular could be stronger than Wall Street expectations.Tesla shares fell 4.2%, a day after jumping more than 13% on stronger-than-expected quarterly deliveries.Ford Motor Co jumped 11.7% after the automaker said it would nearly double annual production capacity for its red-hot F-150 Lightning electric pickup to 150,000 vehicles.General Motors Co shares rallied 7.5% a day ahead of its public debut of the Chevrolet Silverado electric pickup, which is slated to go on sale in early 2023.Advancing issues outnumbered decliners on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored decliners.The S&P 500 posted 70 new 52-week highs and one new low; the Nasdaq Composite recorded 104 new highs and 102 new lows.Volume on U.S. exchanges was 11.49 billion shares, compared with about 10.4 billion average for the full session over the last 20 trading days.","news_type":1,"symbols_score_info":{"F":0.9,"GM":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839915037,"gmtCreate":1629115977929,"gmtModify":1676529934858,"author":{"id":"3581653518216493","authorId":"3581653518216493","name":"whoartthou","avatar":"https://static.tigerbbs.com/255e220c4fd45d829d979119233c8196","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581653518216493","idStr":"3581653518216493"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/839915037","repostId":"1101175809","repostType":4,"repost":{"id":"1101175809","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":1629114508,"share":"https://ttm.financial/m/news/1101175809?lang=en_US&edition=fundamental","pubTime":"2021-08-16 19:48","market":"us","language":"en","title":"Toplines Before US Market Open on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1101175809","media":"Tiger Newspress","summary":"US equity index futures fell and the dollar rose. \nCryptocurrency-exposed stocks rise.\nAlibaba lost ","content":"<ul>\n <li>US equity index futures fell and the dollar rose. </li>\n <li>Cryptocurrency-exposed stocks rise.</li>\n <li>Alibaba lost 1.9% in early trading.</li>\n</ul>\n<p>(Aug 16)&nbsp;U.S. stock-index futures fell and the dollar rose as weak Chinese data and the spread of the coronavirus delta variant sparked worries the global economic rebound is faltering.</p>\n<p>Contracts on the S&amp;P 500 Index declined 0.3% after the underlying gauge notched up another record high on Friday. Commodities declined after Chinese retail sales and industrial outputdatashowed activity slowed. Alibaba Group Holding slid in premarket trading after China’s state media criticized the online-game industry.</p>\n<p>At 7:51 a.m. ET, Dow E-minis were down 110 points, or 0.31%, S&amp;P 500 E-minis were down 13.75 points, or 0.31% and Nasdaq 100 E-minis were&nbsp;down&nbsp;48.25 points, or 0.32%.</p>\n<p><img src=\"https://static.tigerbbs.com/5395f99e0c9e3cbfc3294854a2b341aa\" tg-width=\"1242\" tg-height=\"495\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p>Sonos(SONO) – Sonos shares surged 10.6% in the premarket after an International Trade Commission judge ruled thatAlphabet’s(GOOGL) Google unit had infringed on some of the high-end speaker company’s audio technology patents. The ruling could eventually lead to an import ban for some Pixel smartphones and Nest audio speakers.</p>\n<p>BHP(BHP) – The world’s biggest mining company said it is in talks to sell its petroleum business to Australian oil and natural gas producer Woodside Petroleum, with BHP also considering other options for the unit. Its shares fell 1.8% premarket.</p>\n<p>T-Mobile US(TMUS) – The wireless carrier said it is investigating claims in an online forum of a data breach that involves the personal data of over 100 million users. The post itself doesn’t mention T-Mobile but Vice Media quotes the purported hacker as saying the data came from T-Mobile servers.</p>\n<p>Chipotle Mexican Grill(CMG) – Raymond James lowered its rating on the restaurant chain’s shares to “outperform” from “strong buy.” The firm said the ratings cut is based entirely on valuation after a 37% jump in the stock over the past six weeks.</p>\n<p>Hyatt Hotels(H) – Hyatt is buying resort operator Apple Leisure Group from private-equity firmsKKR(KKR) and KSL Capital Partners for $2.7 billion. Apple Leisure is the operator of the Secrets, Dreams and Breathless Resorts &amp; Spa chains.</p>\n<p>Coinbase(COIN) – The cryptocurrency exchange operator's shares rose 1.6% in the premarket as the recent crypto rally rolls on. The rally is also helping shares of business analytics companyMicroStrategy(MSTR), which has billions in bitcoin holdings on its balance sheets. MicroStrategy added 2.2% in premarket trading.</p>\n<p>The Honest Company(HNST) – The maker of personal care products was upgraded to “buy” from “neutral” at Guggenheim Securities, citing valuation after a more than 28% tumble for the stock on Friday. That followed a quarterly report for the company that showed a wider-than-expected loss.</p>\n<p>Tencent Music Entertainment(TME) – The music streaming service plans to halt its planned $5 billion initial public offering amid the ongoing regulatory crackdown by the Chinese government, according to Japan’s Nikkei news service. Tencent shares slid 1.3% in premarket action.</p>\n<p>Seagate Technology(STX) – The hard disk drive maker’s shares added 1.3% in premarket trading after UBS upgraded the stock to “buy” from “neutral,” citing positive cyclical and structural dynamics in the industry.</p>\n<p>Oatly(OTLY) – The oat milk producer reported a quarterly loss of 11 cents per share, one cent a share wider than expected. Revenue came in slightly below Wall Street forecasts. Oatly said it was able to overcome both Covid and manufacturing-related headwinds during the quarter, and that it is successfully executing its planned expansion of manufacturing capacity. Oatly shares rose 1% in the premarket.</p>\n<p><b>In FX,</b> the Bloomberg Dollar Spot Index inched higher and the yen and the Swiss franc led an advance among Group-of-10 peers while resource-based currencies such as the Australian dollar and Norwegian krone weakened.<b>The Swiss National Bank appears to have intervened in the currency market to weaken the franc, with the amount of cash commercial lenders hold at the institution increasing by more than a billion francs for a second week running.</b>Australia’s bonds gained and the Aussie dollar slid toward an almost one-month low after surging Covid cases led the NSW government to put the entire state into a weeklong lockdown; offshore sentiment was further weighed down by falling stocks and commodity prices. Japan’s sovereign bonds gained with the yen as a slump in U.S. consumer sentiment and weaker-than-expected Chinese data clouded the global economic outlook. The euro inched lower to around $1.1780 after rallying to a one-week high Friday; options traders are betting volatility in the euro will stay low and ranges will tighten further into year-end even amid the possibility of monetary policy divergence materializing between the Federal Reserve and the European Central Bank. The pound traded little changed against the dollar and the euro ahead of inflation, labor market and retail sales releases later this week; leveraged funds increased bullish bets on the British currency, according to data from the Commodity Futures Trading Commission for the week through Aug. 10</p>\n<p><b>In rates, </b>treasuries were little changed in early U.S. trading after erasing gains that sent yields to lowest levels in at least a week, tracking similar reversals in German and U.K. yields, and rebounding U.S. equity index futures. Yields were mixed across the curve, within 1bp of Friday’s closing levels, the<b>10-year was flat at 1.277% after erasing a 3.2bp drop to 1.245%, lowest since Aug. 6.</b>Coupon auctions ahead this week include $27b 20-year new issue Wednesday, $8b 30Y TIPS reopening Thursday.</p>\n<p><b>Bitcoin</b> traded around $47,400. Its second-day gain helped crypto stocks to rise in premarket deals. Riot Blockchain added 2.5%. Crude oil dropped for a third day as the resurgent pandemic hurt prospects for global demand.</p>\n<p>There is little on today's calendar with the Empire Manufacturing Fed due at 830am, and the latest TIC data after the close.</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>Toplines Before US Market Open on Monday</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\">\nToplines Before US Market Open on Monday\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\">2021-08-16 19:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>US equity index futures fell and the dollar rose. </li>\n <li>Cryptocurrency-exposed stocks rise.</li>\n <li>Alibaba lost 1.9% in early trading.</li>\n</ul>\n<p>(Aug 16)&nbsp;U.S. stock-index futures fell and the dollar rose as weak Chinese data and the spread of the coronavirus delta variant sparked worries the global economic rebound is faltering.</p>\n<p>Contracts on the S&amp;P 500 Index declined 0.3% after the underlying gauge notched up another record high on Friday. Commodities declined after Chinese retail sales and industrial outputdatashowed activity slowed. Alibaba Group Holding slid in premarket trading after China’s state media criticized the online-game industry.</p>\n<p>At 7:51 a.m. ET, Dow E-minis were down 110 points, or 0.31%, S&amp;P 500 E-minis were down 13.75 points, or 0.31% and Nasdaq 100 E-minis were&nbsp;down&nbsp;48.25 points, or 0.32%.</p>\n<p><img src=\"https://static.tigerbbs.com/5395f99e0c9e3cbfc3294854a2b341aa\" tg-width=\"1242\" tg-height=\"495\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p>Sonos(SONO) – Sonos shares surged 10.6% in the premarket after an International Trade Commission judge ruled thatAlphabet’s(GOOGL) Google unit had infringed on some of the high-end speaker company’s audio technology patents. The ruling could eventually lead to an import ban for some Pixel smartphones and Nest audio speakers.</p>\n<p>BHP(BHP) – The world’s biggest mining company said it is in talks to sell its petroleum business to Australian oil and natural gas producer Woodside Petroleum, with BHP also considering other options for the unit. Its shares fell 1.8% premarket.</p>\n<p>T-Mobile US(TMUS) – The wireless carrier said it is investigating claims in an online forum of a data breach that involves the personal data of over 100 million users. The post itself doesn’t mention T-Mobile but Vice Media quotes the purported hacker as saying the data came from T-Mobile servers.</p>\n<p>Chipotle Mexican Grill(CMG) – Raymond James lowered its rating on the restaurant chain’s shares to “outperform” from “strong buy.” The firm said the ratings cut is based entirely on valuation after a 37% jump in the stock over the past six weeks.</p>\n<p>Hyatt Hotels(H) – Hyatt is buying resort operator Apple Leisure Group from private-equity firmsKKR(KKR) and KSL Capital Partners for $2.7 billion. Apple Leisure is the operator of the Secrets, Dreams and Breathless Resorts &amp; Spa chains.</p>\n<p>Coinbase(COIN) – The cryptocurrency exchange operator's shares rose 1.6% in the premarket as the recent crypto rally rolls on. The rally is also helping shares of business analytics companyMicroStrategy(MSTR), which has billions in bitcoin holdings on its balance sheets. MicroStrategy added 2.2% in premarket trading.</p>\n<p>The Honest Company(HNST) – The maker of personal care products was upgraded to “buy” from “neutral” at Guggenheim Securities, citing valuation after a more than 28% tumble for the stock on Friday. That followed a quarterly report for the company that showed a wider-than-expected loss.</p>\n<p>Tencent Music Entertainment(TME) – The music streaming service plans to halt its planned $5 billion initial public offering amid the ongoing regulatory crackdown by the Chinese government, according to Japan’s Nikkei news service. Tencent shares slid 1.3% in premarket action.</p>\n<p>Seagate Technology(STX) – The hard disk drive maker’s shares added 1.3% in premarket trading after UBS upgraded the stock to “buy” from “neutral,” citing positive cyclical and structural dynamics in the industry.</p>\n<p>Oatly(OTLY) – The oat milk producer reported a quarterly loss of 11 cents per share, one cent a share wider than expected. Revenue came in slightly below Wall Street forecasts. Oatly said it was able to overcome both Covid and manufacturing-related headwinds during the quarter, and that it is successfully executing its planned expansion of manufacturing capacity. Oatly shares rose 1% in the premarket.</p>\n<p><b>In FX,</b> the Bloomberg Dollar Spot Index inched higher and the yen and the Swiss franc led an advance among Group-of-10 peers while resource-based currencies such as the Australian dollar and Norwegian krone weakened.<b>The Swiss National Bank appears to have intervened in the currency market to weaken the franc, with the amount of cash commercial lenders hold at the institution increasing by more than a billion francs for a second week running.</b>Australia’s bonds gained and the Aussie dollar slid toward an almost one-month low after surging Covid cases led the NSW government to put the entire state into a weeklong lockdown; offshore sentiment was further weighed down by falling stocks and commodity prices. Japan’s sovereign bonds gained with the yen as a slump in U.S. consumer sentiment and weaker-than-expected Chinese data clouded the global economic outlook. The euro inched lower to around $1.1780 after rallying to a one-week high Friday; options traders are betting volatility in the euro will stay low and ranges will tighten further into year-end even amid the possibility of monetary policy divergence materializing between the Federal Reserve and the European Central Bank. The pound traded little changed against the dollar and the euro ahead of inflation, labor market and retail sales releases later this week; leveraged funds increased bullish bets on the British currency, according to data from the Commodity Futures Trading Commission for the week through Aug. 10</p>\n<p><b>In rates, </b>treasuries were little changed in early U.S. trading after erasing gains that sent yields to lowest levels in at least a week, tracking similar reversals in German and U.K. yields, and rebounding U.S. equity index futures. Yields were mixed across the curve, within 1bp of Friday’s closing levels, the<b>10-year was flat at 1.277% after erasing a 3.2bp drop to 1.245%, lowest since Aug. 6.</b>Coupon auctions ahead this week include $27b 20-year new issue Wednesday, $8b 30Y TIPS reopening Thursday.</p>\n<p><b>Bitcoin</b> traded around $47,400. Its second-day gain helped crypto stocks to rise in premarket deals. Riot Blockchain added 2.5%. Crude oil dropped for a third day as the resurgent pandemic hurt prospects for global demand.</p>\n<p>There is little on today's calendar with the Empire Manufacturing Fed due at 830am, and the latest TIC data after the close.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101175809","content_text":"US equity index futures fell and the dollar rose. \nCryptocurrency-exposed stocks rise.\nAlibaba lost 1.9% in early trading.\n\n(Aug 16) U.S. stock-index futures fell and the dollar rose as weak Chinese data and the spread of the coronavirus delta variant sparked worries the global economic rebound is faltering.\nContracts on the S&P 500 Index declined 0.3% after the underlying gauge notched up another record high on Friday. Commodities declined after Chinese retail sales and industrial outputdatashowed activity slowed. Alibaba Group Holding slid in premarket trading after China’s state media criticized the online-game industry.\nAt 7:51 a.m. ET, Dow E-minis were down 110 points, or 0.31%, S&P 500 E-minis were down 13.75 points, or 0.31% and Nasdaq 100 E-minis were down 48.25 points, or 0.32%.\n\nStocks making the biggest moves in the premarket:\nSonos(SONO) – Sonos shares surged 10.6% in the premarket after an International Trade Commission judge ruled thatAlphabet’s(GOOGL) Google unit had infringed on some of the high-end speaker company’s audio technology patents. The ruling could eventually lead to an import ban for some Pixel smartphones and Nest audio speakers.\nBHP(BHP) – The world’s biggest mining company said it is in talks to sell its petroleum business to Australian oil and natural gas producer Woodside Petroleum, with BHP also considering other options for the unit. Its shares fell 1.8% premarket.\nT-Mobile US(TMUS) – The wireless carrier said it is investigating claims in an online forum of a data breach that involves the personal data of over 100 million users. The post itself doesn’t mention T-Mobile but Vice Media quotes the purported hacker as saying the data came from T-Mobile servers.\nChipotle Mexican Grill(CMG) – Raymond James lowered its rating on the restaurant chain’s shares to “outperform” from “strong buy.” The firm said the ratings cut is based entirely on valuation after a 37% jump in the stock over the past six weeks.\nHyatt Hotels(H) – Hyatt is buying resort operator Apple Leisure Group from private-equity firmsKKR(KKR) and KSL Capital Partners for $2.7 billion. Apple Leisure is the operator of the Secrets, Dreams and Breathless Resorts & Spa chains.\nCoinbase(COIN) – The cryptocurrency exchange operator's shares rose 1.6% in the premarket as the recent crypto rally rolls on. The rally is also helping shares of business analytics companyMicroStrategy(MSTR), which has billions in bitcoin holdings on its balance sheets. MicroStrategy added 2.2% in premarket trading.\nThe Honest Company(HNST) – The maker of personal care products was upgraded to “buy” from “neutral” at Guggenheim Securities, citing valuation after a more than 28% tumble for the stock on Friday. That followed a quarterly report for the company that showed a wider-than-expected loss.\nTencent Music Entertainment(TME) – The music streaming service plans to halt its planned $5 billion initial public offering amid the ongoing regulatory crackdown by the Chinese government, according to Japan’s Nikkei news service. Tencent shares slid 1.3% in premarket action.\nSeagate Technology(STX) – The hard disk drive maker’s shares added 1.3% in premarket trading after UBS upgraded the stock to “buy” from “neutral,” citing positive cyclical and structural dynamics in the industry.\nOatly(OTLY) – The oat milk producer reported a quarterly loss of 11 cents per share, one cent a share wider than expected. Revenue came in slightly below Wall Street forecasts. Oatly said it was able to overcome both Covid and manufacturing-related headwinds during the quarter, and that it is successfully executing its planned expansion of manufacturing capacity. Oatly shares rose 1% in the premarket.\nIn FX, the Bloomberg Dollar Spot Index inched higher and the yen and the Swiss franc led an advance among Group-of-10 peers while resource-based currencies such as the Australian dollar and Norwegian krone weakened.The Swiss National Bank appears to have intervened in the currency market to weaken the franc, with the amount of cash commercial lenders hold at the institution increasing by more than a billion francs for a second week running.Australia’s bonds gained and the Aussie dollar slid toward an almost one-month low after surging Covid cases led the NSW government to put the entire state into a weeklong lockdown; offshore sentiment was further weighed down by falling stocks and commodity prices. Japan’s sovereign bonds gained with the yen as a slump in U.S. consumer sentiment and weaker-than-expected Chinese data clouded the global economic outlook. The euro inched lower to around $1.1780 after rallying to a one-week high Friday; options traders are betting volatility in the euro will stay low and ranges will tighten further into year-end even amid the possibility of monetary policy divergence materializing between the Federal Reserve and the European Central Bank. The pound traded little changed against the dollar and the euro ahead of inflation, labor market and retail sales releases later this week; leveraged funds increased bullish bets on the British currency, according to data from the Commodity Futures Trading Commission for the week through Aug. 10\nIn rates, treasuries were little changed in early U.S. trading after erasing gains that sent yields to lowest levels in at least a week, tracking similar reversals in German and U.K. yields, and rebounding U.S. equity index futures. Yields were mixed across the curve, within 1bp of Friday’s closing levels, the10-year was flat at 1.277% after erasing a 3.2bp drop to 1.245%, lowest since Aug. 6.Coupon auctions ahead this week include $27b 20-year new issue Wednesday, $8b 30Y TIPS reopening Thursday.\nBitcoin traded around $47,400. Its second-day gain helped crypto stocks to rise in premarket deals. Riot Blockchain added 2.5%. Crude oil dropped for a third day as the resurgent pandemic hurt prospects for global demand.\nThere is little on today's calendar with the Empire Manufacturing Fed due at 830am, and the latest TIC data after the close.","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137520498,"gmtCreate":1622364979214,"gmtModify":1704183513385,"author":{"id":"3581653518216493","authorId":"3581653518216493","name":"whoartthou","avatar":"https://static.tigerbbs.com/255e220c4fd45d829d979119233c8196","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581653518216493","idStr":"3581653518216493"},"themes":[],"htmlText":"Like n comment&nbsp;","listText":"Like n comment&nbsp;","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/137520498","repostId":"2138948877","repostType":4,"repost":{"id":"2138948877","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1622215813,"share":"https://ttm.financial/m/news/2138948877?lang=en_US&edition=fundamental","pubTime":"2021-05-28 23:30","market":"us","language":"en","title":"The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2138948877","media":"Investors","summary":"Vacation trends reveal shifts toward privacy, luxury and family, continuing a transformative period for leisure and travel stocks.","content":"<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</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 Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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 Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever\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/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-28 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138948877","content_text":"Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like Airbnb that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.Leisure, Travel Industry StocksShares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.Airline stocks like American Airlines, United Airlines and Delta Air Lines surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.Cruise stocks like Carnival, Royal Caribbean and Norwegian Cruise Line are showing similar patterns.Meanwhile, shares of boat makers MarineMax and Brunswick as well as RV makers Winnebago and Thor Industries need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.Hotel leader Marriott has been less volatile and is forming a base, though earnings and sales have yet to fully recover.Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from Expedia rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.When Luxury Means More PrivacyLuxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.Private jet leasing company NetJets, which is owned by Berkshire Hathaway, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.Vacation Shift Favors These Travel StocksHotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes & Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.The Homes & Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.Seaworthy Travel Stocks Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick as well as sport boat maker Malibu Boats.\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.Travel Stocks For Being Alone TogetherThe desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.\"The rediscovery of America will continue this summer,\" Weissman said.The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.Work-Life RebalanceAs people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"Future Of Business Travel?That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.Experts say fewer workers may fly for one-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in one house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"","news_type":1,"symbols_score_info":{"WGO":0.9}},"isVote":1,"tweetType":1,"viewCount":915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}