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U.S. stocks sweep to fresh highs after strong jobs report

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04:23","market":"us","language":"en","title":"U.S. stocks sweep to fresh highs after strong jobs report","url":"https://stock-news.laohu8.com/highlight/detail?id=1165340887","media":"yahoo","summary":"Stocks rose Friday to record levels as investors digested a key print on the U.S. labor market recovery, which pointed to a faster pace of payroll gains than expected.The S&P 500 set another record high, kicking off the first sessions of the third quarter on a high note. The blue-chip index logged a seventh straight day of gains in its longest winning streak since August 2020. The Nasdaq also hit all-time intraday and closing highs, and the Dow gained to set its first record high since May 7. Sh","content":"<p>Stocks rose Friday to record levels as investors digested a key print on the U.S. labor market recovery, which pointed to a faster pace of payroll gains than expected.</p>\n<p>The S&amp;P 500 set another record high, kicking off the first sessions of the third quarter on a high note. The blue-chip index logged a seventh straight day of gains in its longest winning streak since August 2020. The Nasdaq also hit all-time intraday and closing highs, and the Dow gained to set its first record high since May 7. Shares of Tesla (TSLA) fluctuated before ending slightly higher after the electric car-maker's second-quarter deliveries hit a new record but still missed analysts' estimates, based on Bloomberg consensus data.</p>\n<p>Investorsconsidered the U.S. Labor Department's June jobs report, the central economic data point that came out this week. The print showed a stronger-than-anticipated acceleration in hiring, with non-farm payrolls rising by 850,000 for a sixth straight monthly gain. The unemployment rate, however, unexpectedly ticked up slightly to 5.9%.</p>\n<p>\"This is the 'Goldilocks report' that the market was looking for today. You had a nice print here of 850,000 jobs being added, wage pressure remaining — I wouldn't call them necessarily contained — but surprising here on the downside versus consensus estimates. So this is telling us right now that economic growth is continuing to accelerate here, the jobs market is continuing to heal,\" Emily Roland, co-chief investment strategist at John Hancock Investment Management, told Yahoo Finance. \"We're making progress here in terms of what the Fed has set out to do, which is in order to get unemployment get down, they're going to let inflation run a little bit hot here. Not too hot, not too cold — this is just what the market wants.\"</p>\n<p>Heading into the report, equities have been buoyed by a slew of strong economic data earlier this week, especially on the labor market.Private payrolls rose by a better-than-expected 692,000 in June,according to ADP, andweekly initial jobless claims improved more than expectedto the lowest level since March 2020. Still, other reports underscored the still-prevalent labor supply challenges impacting companies across industries, with the scarcity capping what has otherwise been a robust economic rebound.</p>\n<p>\"It's really the labor market supply that's putting the brake on hiring right now,\" Luke Tilley, chief economist for Wilmington Trust, told Yahoo Finance. \"But we're pretty optimistic, the market is pretty optimistic, and we think that's a big part of what's driving these indexes higher.\"</p>\n<p>Friday's jobs report will also give markets a suggestion as to the timing of the Federal Reserve's next monetary policy move. For now, the Fed has kept in place both of its key crisis-era policies, or quantitative easing and a near-zero benchmark interest rate. However, an especially strong jobs report and faster-than-expected print on wage growth could justify an earlier-than-currently-telegraphed shift by the central bank.</p>\n<p>“For the first time in years, I’m actually worried about a too hot number causing some kind of volatility or pullback in stocks. That’s because the Fed has signaled they are looking to taper QE,\" Tom Essaye, Sevens Report Research founder,told Yahoo Finance. \"And if we get a really, really strong jobs number and a hot wage number, then markets are going to start to say gee, are they going to taper QE maybe before November, or are they going to taper it more intensely than we thought and in a market that's frankly been very calm and a little bit complacent, that could cause volatility.\"</p>\n<p>Still, the Fed has suggested it would not react rashly to single reports, and has given itself leeway to adjust the timeline of its monetary policy pivots as more data comes in.</p>\n<p>\"I think everyone's counting on the Fed continuing really for the foreseeable future. So I don't see any big changes there coming before 2023,\" Octavio Marenzi, CEO and founder of Opimas,told Yahoo Finance.\"And even then the Fed has hedged its bets very significantly — they've basically said we might in 2023 raise interest rates twice, but then again we might not. So I think the smart money is betting things are going to keep on going, they're going to carry on with a very accommodative monetary policy.\"</p>\n<p>Even with the recent strength for stocks, market strategists say that uncertainty about the future of the Fed’s asset purchases and the upcoming earnings season could keep stocks from making major gains in the near term.</p>\n<p>“The market is still very much concerned about the Fed’s reaction function,” said Max Gokhman, head of asset allocation at Pacific Life Fund Advisors, adding that he thought there was still a lot of slack in the labor market.</p>\n<p>4:01 p.m. ET: Stocks close higher, S&amp;P 500 posts longest winning streak since August 2020</p>\n<p>Here's where markets closed out on Friday:</p>\n<ul>\n <li><p><b>S&amp;P 500 (^GSPC)</b>: +32.51 (+0.75%) to 4,352.45</p></li>\n <li><p><b>Dow (^DJI)</b>: +154.4 (+0.45%) to 34,787.93</p></li>\n <li><p><b>Nasdaq (^IXIC)</b>: +116.95 (+0.81%) to 14,639.33</p></li>\n</ul>","source":"lsy1584348713084","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>U.S. stocks sweep to fresh highs after strong jobs report</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\">\nU.S. stocks sweep to fresh highs after strong jobs report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 04:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stock-market-news-live-updates-july-2-2021-221546079-221120965.html><strong>yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks rose Friday to record levels as investors digested a key print on the U.S. labor market recovery, which pointed to a faster pace of payroll gains than expected.\nThe S&P 500 set another record ...</p>\n\n<a href=\"https://finance.yahoo.com/news/stock-market-news-live-updates-july-2-2021-221546079-221120965.html\">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",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/stock-market-news-live-updates-july-2-2021-221546079-221120965.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165340887","content_text":"Stocks rose Friday to record levels as investors digested a key print on the U.S. labor market recovery, which pointed to a faster pace of payroll gains than expected.\nThe S&P 500 set another record high, kicking off the first sessions of the third quarter on a high note. The blue-chip index logged a seventh straight day of gains in its longest winning streak since August 2020. The Nasdaq also hit all-time intraday and closing highs, and the Dow gained to set its first record high since May 7. Shares of Tesla (TSLA) fluctuated before ending slightly higher after the electric car-maker's second-quarter deliveries hit a new record but still missed analysts' estimates, based on Bloomberg consensus data.\nInvestorsconsidered the U.S. Labor Department's June jobs report, the central economic data point that came out this week. The print showed a stronger-than-anticipated acceleration in hiring, with non-farm payrolls rising by 850,000 for a sixth straight monthly gain. The unemployment rate, however, unexpectedly ticked up slightly to 5.9%.\n\"This is the 'Goldilocks report' that the market was looking for today. You had a nice print here of 850,000 jobs being added, wage pressure remaining — I wouldn't call them necessarily contained — but surprising here on the downside versus consensus estimates. So this is telling us right now that economic growth is continuing to accelerate here, the jobs market is continuing to heal,\" Emily Roland, co-chief investment strategist at John Hancock Investment Management, told Yahoo Finance. \"We're making progress here in terms of what the Fed has set out to do, which is in order to get unemployment get down, they're going to let inflation run a little bit hot here. Not too hot, not too cold — this is just what the market wants.\"\nHeading into the report, equities have been buoyed by a slew of strong economic data earlier this week, especially on the labor market.Private payrolls rose by a better-than-expected 692,000 in June,according to ADP, andweekly initial jobless claims improved more than expectedto the lowest level since March 2020. Still, other reports underscored the still-prevalent labor supply challenges impacting companies across industries, with the scarcity capping what has otherwise been a robust economic rebound.\n\"It's really the labor market supply that's putting the brake on hiring right now,\" Luke Tilley, chief economist for Wilmington Trust, told Yahoo Finance. \"But we're pretty optimistic, the market is pretty optimistic, and we think that's a big part of what's driving these indexes higher.\"\nFriday's jobs report will also give markets a suggestion as to the timing of the Federal Reserve's next monetary policy move. For now, the Fed has kept in place both of its key crisis-era policies, or quantitative easing and a near-zero benchmark interest rate. However, an especially strong jobs report and faster-than-expected print on wage growth could justify an earlier-than-currently-telegraphed shift by the central bank.\n“For the first time in years, I’m actually worried about a too hot number causing some kind of volatility or pullback in stocks. That’s because the Fed has signaled they are looking to taper QE,\" Tom Essaye, Sevens Report Research founder,told Yahoo Finance. \"And if we get a really, really strong jobs number and a hot wage number, then markets are going to start to say gee, are they going to taper QE maybe before November, or are they going to taper it more intensely than we thought and in a market that's frankly been very calm and a little bit complacent, that could cause volatility.\"\nStill, the Fed has suggested it would not react rashly to single reports, and has given itself leeway to adjust the timeline of its monetary policy pivots as more data comes in.\n\"I think everyone's counting on the Fed continuing really for the foreseeable future. So I don't see any big changes there coming before 2023,\" Octavio Marenzi, CEO and founder of Opimas,told Yahoo Finance.\"And even then the Fed has hedged its bets very significantly — they've basically said we might in 2023 raise interest rates twice, but then again we might not. So I think the smart money is betting things are going to keep on going, they're going to carry on with a very accommodative monetary policy.\"\nEven with the recent strength for stocks, market strategists say that uncertainty about the future of the Fed’s asset purchases and the upcoming earnings season could keep stocks from making major gains in the near term.\n“The market is still very much concerned about the Fed’s reaction function,” said Max Gokhman, head of asset allocation at Pacific Life Fund Advisors, adding that he thought there was still a lot of slack in the labor market.\n4:01 p.m. ET: Stocks close higher, S&P 500 posts longest winning streak since August 2020\nHere's where markets closed out on Friday:\n\nS&P 500 (^GSPC): +32.51 (+0.75%) to 4,352.45\nDow (^DJI): +154.4 (+0.45%) to 34,787.93\nNasdaq (^IXIC): +116.95 (+0.81%) to 14,639.33","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152506459,"gmtCreate":1625305779071,"gmtModify":1703740268443,"author":{"id":"3585209116538987","authorId":"3585209116538987","name":"DesmondSeah","avatar":"https://static.tigerbbs.com/a21d017c332362e52d9debf7447b22c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585209116538987","idStr":"3585209116538987"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152506459","repostId":"2148857804","repostType":4,"isVote":1,"tweetType":1,"viewCount":1942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152506595,"gmtCreate":1625305746217,"gmtModify":1703740267784,"author":{"id":"3585209116538987","authorId":"3585209116538987","name":"DesmondSeah","avatar":"https://static.tigerbbs.com/a21d017c332362e52d9debf7447b22c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585209116538987","idStr":"3585209116538987"},"themes":[],"htmlText":"Good ?","listText":"Good ?","text":"Good ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152506595","repostId":"1104835932","repostType":4,"repost":{"id":"1104835932","kind":"news","pubTimestamp":1625276444,"share":"https://ttm.financial/m/news/1104835932?lang=en_US&edition=fundamental","pubTime":"2021-07-03 09:40","market":"us","language":"en","title":"Taiwan Semiconductor Is Ripe for Entry: Here's How I'm Playing It","url":"https://stock-news.laohu8.com/highlight/detail?id=1104835932","media":"The Street","summary":"I've been hot for the semis for a good while now because of the widely covered shortages that are creating significant pricing power.Thinking about... Taiwan Semiconductor  . Taiwan Semiconductor reports Q2 financial performance in two weeks, on July 16th. Currently, Wall Street is looking for EPS of $0.93, without much divergence in opinion. This name is not as highly followed across the community of analysts. I can only find four analysts that have gone as far as to make quarterly projections,","content":"<blockquote>\n <i>I've been hot for the semis for a good while now because of the widely covered shortages that are creating significant pricing power.</i>\n</blockquote>\n<p>Thinking about... Taiwan Semiconductor (TSM) . Taiwan Semiconductor reports Q2 financial performance in two weeks, on July 16th. Currently, Wall Street is looking for EPS of $0.93, without much divergence in opinion. This name is not as highly followed across the community of analysts. I can only find four analysts that have gone as far as to make quarterly projections, six that have made annual projections, and just two that have really stuck their necks out and stated a price target at any point in the past six months.</p>\n<p>The range of EPS expectations for Q2 EPS for TSM, across those four analysts is just $0.91 to $0.95. Wall Street is looking for approximately $13.2 billion in revenue generation for the quarter, which would be year over year sales growth of about 27%. This would be an acceleration in sales growth for a second consecutive quarter.</p>\n<p><b>This Week</b></p>\n<p>It was Tuesday. DigiTimes reports that Taiwan Semiconductor is expected to record record revenues for June, due to shipments of iPhones showing up in the data. Apparently, reduced purchases by client Bitmain, as China bans Bitcoin mining had not taken the toll on TSM sales as some had expected. Demand for 5nm and 7nm processors had offset the loss of that mining business as the firm shipped chips for Apple's (AAPL) smartphones in time to appear in June's numbers. The expectation is that the firm stays on course for 20% sales growth for the fiscal year, and that June could be flat from May (which is a good thing).</p>\n<p>Early this (Friday) morning, news broke that Apple and Intel (INTC) will be the first customers to test TSM's 3nm production technology, which if all goes well, deploys toward the back half of 2022. Nikkei Asia reports that Intel is planning at least two projects to design CPUs for notebooks and data centers around the new 3nm chips.</p>\n<p>Just a quick tutorial. TSM's 5nm chips are the most advanced chips available and if you have an iPhone 12, you have one of these chips. TSM is indicating that the new 3nm chips will offer a 10% to 15% boost to computing performance compared to the current 5nm product, while also reducing power consumption by 25% to 30%.</p>\n<p>As an aside, Intel announced the delay of the Sapphire Rapids data center processor earlier this week. While this is seen around Wall Street as yet another chance for Advanced Micro Devices (AMD) , and even Nvidia (NVDA) , to tackle even more market share away from the lumbering giant, but also makes at least this investor wonder just how Intel thinks they are going to get to a point anytime soon where they can compete with the likes of Taiwan Semiconductor as a global foundry to other chip designers.</p>\n<p><b>Wall Street</b></p>\n<p>Of those few analysts that I mentioned who actually cover the name, only one reacted to this news. Susquehanna's five star (rated at TipRanks) analyst Mehdi Hosseini upgraded the name from \"Negative\" to \"Neutral\", while upping his target price from $85 to $105. The only other analyst with a recent target price is Jim Kelleher of Argus Research (also five stars). Kelleher initiated the name a week earlier as a \"Buy\" with a $150 target.</p>\n<p><b>The Chart</b></p>\n<p><img src=\"https://static.tigerbbs.com/19c41db815e4b2cbbc0f31979123e544\" tg-width=\"700\" tg-height=\"530\" referrerpolicy=\"no-referrer\"></p>\n<p>Readers will see that in late April, these shares managed to turn a descending triangle (which is a bearish pattern) into a flat basing pattern without ever allowing the triangle to close. Since bottoming, TSM has retaken both the 21 day EMA and the 50 day SMA, using the former as support on weakness just yesterday.</p>\n<p><b>The Plan</b></p>\n<p>Regular followers well know that I have been hot for the semis for a good while now, in spite of, or rather because of the widely covered shortages that are creating significant pricing power.</p>\n<p>I am already long AMD, and Marvell Technology (MRVL) , both of whom have been solid investments. I am long Micron (MU) , which looked good until this week. I am long Nvidia which has simply been epic.</p>\n<p>I am also long semiconductor equipment names... Applied Materials (AMAT) , and Brooks Automation (BRKS) , two names that have been good, and meh, respectively. I probably have room for a large foundry that will probably make short work of Intel (my opinion) once Intel tries to move in on their business.</p>\n<p>I think TSM is ripe for entry, perhaps to the tune of 1/8 of intended position size. I would expect to add a second tranche of 1/8 at either a test of the 21 day EMA or a retaking of the $122 level, which is our pivot. Our target price upon taking that pivot will be $144, while for now (after purchasing these shares), I will go with a panic point of $110 (8% discount to initial entry).</p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Taiwan Semiconductor Is Ripe for Entry: Here's How I'm Playing It</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\">\nTaiwan Semiconductor Is Ripe for Entry: Here's How I'm Playing It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 09:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://realmoney.thestreet.com/investing/taiwan-semiconductor-is-ripe-for-entry-here-s-how-i-m-playing-it-15702133?puc=yahoo&cm_ven=YAHOO><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>I've been hot for the semis for a good while now because of the widely covered shortages that are creating significant pricing power.\n\nThinking about... Taiwan Semiconductor (TSM) . Taiwan ...</p>\n\n<a href=\"https://realmoney.thestreet.com/investing/taiwan-semiconductor-is-ripe-for-entry-here-s-how-i-m-playing-it-15702133?puc=yahoo&cm_ven=YAHOO\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","MRVL":"迈威尔科技","NVDA":"英伟达","AMD":"美国超微公司","AMAT":"应用材料","TSM":"台积电","AAPL":"苹果","MU":"美光科技"},"source_url":"https://realmoney.thestreet.com/investing/taiwan-semiconductor-is-ripe-for-entry-here-s-how-i-m-playing-it-15702133?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104835932","content_text":"I've been hot for the semis for a good while now because of the widely covered shortages that are creating significant pricing power.\n\nThinking about... Taiwan Semiconductor (TSM) . Taiwan Semiconductor reports Q2 financial performance in two weeks, on July 16th. Currently, Wall Street is looking for EPS of $0.93, without much divergence in opinion. This name is not as highly followed across the community of analysts. I can only find four analysts that have gone as far as to make quarterly projections, six that have made annual projections, and just two that have really stuck their necks out and stated a price target at any point in the past six months.\nThe range of EPS expectations for Q2 EPS for TSM, across those four analysts is just $0.91 to $0.95. Wall Street is looking for approximately $13.2 billion in revenue generation for the quarter, which would be year over year sales growth of about 27%. This would be an acceleration in sales growth for a second consecutive quarter.\nThis Week\nIt was Tuesday. DigiTimes reports that Taiwan Semiconductor is expected to record record revenues for June, due to shipments of iPhones showing up in the data. Apparently, reduced purchases by client Bitmain, as China bans Bitcoin mining had not taken the toll on TSM sales as some had expected. Demand for 5nm and 7nm processors had offset the loss of that mining business as the firm shipped chips for Apple's (AAPL) smartphones in time to appear in June's numbers. The expectation is that the firm stays on course for 20% sales growth for the fiscal year, and that June could be flat from May (which is a good thing).\nEarly this (Friday) morning, news broke that Apple and Intel (INTC) will be the first customers to test TSM's 3nm production technology, which if all goes well, deploys toward the back half of 2022. Nikkei Asia reports that Intel is planning at least two projects to design CPUs for notebooks and data centers around the new 3nm chips.\nJust a quick tutorial. TSM's 5nm chips are the most advanced chips available and if you have an iPhone 12, you have one of these chips. TSM is indicating that the new 3nm chips will offer a 10% to 15% boost to computing performance compared to the current 5nm product, while also reducing power consumption by 25% to 30%.\nAs an aside, Intel announced the delay of the Sapphire Rapids data center processor earlier this week. While this is seen around Wall Street as yet another chance for Advanced Micro Devices (AMD) , and even Nvidia (NVDA) , to tackle even more market share away from the lumbering giant, but also makes at least this investor wonder just how Intel thinks they are going to get to a point anytime soon where they can compete with the likes of Taiwan Semiconductor as a global foundry to other chip designers.\nWall Street\nOf those few analysts that I mentioned who actually cover the name, only one reacted to this news. Susquehanna's five star (rated at TipRanks) analyst Mehdi Hosseini upgraded the name from \"Negative\" to \"Neutral\", while upping his target price from $85 to $105. The only other analyst with a recent target price is Jim Kelleher of Argus Research (also five stars). Kelleher initiated the name a week earlier as a \"Buy\" with a $150 target.\nThe Chart\n\nReaders will see that in late April, these shares managed to turn a descending triangle (which is a bearish pattern) into a flat basing pattern without ever allowing the triangle to close. Since bottoming, TSM has retaken both the 21 day EMA and the 50 day SMA, using the former as support on weakness just yesterday.\nThe Plan\nRegular followers well know that I have been hot for the semis for a good while now, in spite of, or rather because of the widely covered shortages that are creating significant pricing power.\nI am already long AMD, and Marvell Technology (MRVL) , both of whom have been solid investments. I am long Micron (MU) , which looked good until this week. I am long Nvidia which has simply been epic.\nI am also long semiconductor equipment names... Applied Materials (AMAT) , and Brooks Automation (BRKS) , two names that have been good, and meh, respectively. I probably have room for a large foundry that will probably make short work of Intel (my opinion) once Intel tries to move in on their business.\nI think TSM is ripe for entry, perhaps to the tune of 1/8 of intended position size. I would expect to add a second tranche of 1/8 at either a test of the 21 day EMA or a retaking of the $122 level, which is our pivot. Our target price upon taking that pivot will be $144, while for now (after purchasing these shares), I will go with a panic point of $110 (8% discount to initial entry).","news_type":1,"symbols_score_info":{"MU":0.9,"BRKS":0.9,"AAPL":0.9,"MRVL":0.9,"INTC":0.9,"NVDA":0.9,"TSM":0.9,"AMD":0.9,"AMAT":0.9}},"isVote":1,"tweetType":1,"viewCount":2179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152506905,"gmtCreate":1625305646007,"gmtModify":1703740266965,"author":{"id":"3585209116538987","authorId":"3585209116538987","name":"DesmondSeah","avatar":"https://static.tigerbbs.com/a21d017c332362e52d9debf7447b22c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585209116538987","idStr":"3585209116538987"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152506905","repostId":"2148180627","repostType":4,"isVote":1,"tweetType":1,"viewCount":2171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152998063,"gmtCreate":1625250104552,"gmtModify":1703739429328,"author":{"id":"3585209116538987","authorId":"3585209116538987","name":"DesmondSeah","avatar":"https://static.tigerbbs.com/a21d017c332362e52d9debf7447b22c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585209116538987","idStr":"3585209116538987"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/152998063","repostId":"1149622010","repostType":4,"isVote":1,"tweetType":1,"viewCount":2717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152991422,"gmtCreate":1625250046166,"gmtModify":1703739429163,"author":{"id":"3585209116538987","authorId":"3585209116538987","name":"DesmondSeah","avatar":"https://static.tigerbbs.com/a21d017c332362e52d9debf7447b22c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585209116538987","idStr":"3585209116538987"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/152991422","repostId":"1149622010","repostType":4,"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152993314,"gmtCreate":1625249705438,"gmtModify":1703739426303,"author":{"id":"3585209116538987","authorId":"3585209116538987","name":"DesmondSeah","avatar":"https://static.tigerbbs.com/a21d017c332362e52d9debf7447b22c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585209116538987","idStr":"3585209116538987"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152993314","repostId":"1160501835","repostType":4,"isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152990526,"gmtCreate":1625249348965,"gmtModify":1703739424647,"author":{"id":"3585209116538987","authorId":"3585209116538987","name":"DesmondSeah","avatar":"https://static.tigerbbs.com/a21d017c332362e52d9debf7447b22c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585209116538987","idStr":"3585209116538987"},"themes":[],"htmlText":"Good&nbsp;Keep go up&nbsp;","listText":"Good&nbsp;Keep go up&nbsp;","text":"Good Keep go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/152990526","repostId":"1194221008","repostType":4,"repost":{"id":"1194221008","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":1625234351,"share":"https://ttm.financial/m/news/1194221008?lang=en_US&edition=fundamental","pubTime":"2021-07-02 21:59","market":"us","language":"en","title":"Big Tech stocks rose strongly in Friday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1194221008","media":"Tiger Newspress","summary":"Big Tech stocks rose strongly in Friday morning trading.Apple,Microsoft and Google surged more than ","content":"<p>Big&nbsp;Tech&nbsp;stocks&nbsp;rose&nbsp;strongly&nbsp;in&nbsp;Friday&nbsp;morning&nbsp;trading.Apple,Microsoft&nbsp;and&nbsp;Google&nbsp;surged&nbsp;more&nbsp;than&nbsp;1%.</p>\n<p><img src=\"https://static.tigerbbs.com/452d0af25db876ccc77520ef433998ab\" tg-width=\"364\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p>\n<p></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>Big Tech stocks rose strongly in Friday morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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\">\nBig Tech stocks rose strongly in Friday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-02 21:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Big&nbsp;Tech&nbsp;stocks&nbsp;rose&nbsp;strongly&nbsp;in&nbsp;Friday&nbsp;morning&nbsp;trading.Apple,Microsoft&nbsp;and&nbsp;Google&nbsp;surged&nbsp;more&nbsp;than&nbsp;1%.</p>\n<p><img src=\"https://static.tigerbbs.com/452d0af25db876ccc77520ef433998ab\" tg-width=\"364\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","FB":"ProShares S&P 500 Dynamic Buffer ETF","GOOGL":"谷歌A","AMZN":"亚马逊","NFLX":"奈飞","GOOG":"谷歌","MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194221008","content_text":"Big Tech stocks rose strongly in Friday morning trading.Apple,Microsoft and Google surged more than 1%.","news_type":1,"symbols_score_info":{"AAPL":0.9,"GOOG":0.9,"GOOGL":0.9,"NFLX":0.9,"AMZN":0.9,"FB":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152990341,"gmtCreate":1625249288683,"gmtModify":1703739423821,"author":{"id":"3585209116538987","authorId":"3585209116538987","name":"DesmondSeah","avatar":"https://static.tigerbbs.com/a21d017c332362e52d9debf7447b22c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585209116538987","idStr":"3585209116538987"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/152990341","repostId":"1194221008","repostType":4,"repost":{"id":"1194221008","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":1625234351,"share":"https://ttm.financial/m/news/1194221008?lang=en_US&edition=fundamental","pubTime":"2021-07-02 21:59","market":"us","language":"en","title":"Big Tech stocks rose strongly in Friday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1194221008","media":"Tiger Newspress","summary":"Big Tech stocks rose strongly in Friday morning trading.Apple,Microsoft and Google surged more than ","content":"<p>Big&nbsp;Tech&nbsp;stocks&nbsp;rose&nbsp;strongly&nbsp;in&nbsp;Friday&nbsp;morning&nbsp;trading.Apple,Microsoft&nbsp;and&nbsp;Google&nbsp;surged&nbsp;more&nbsp;than&nbsp;1%.</p>\n<p><img src=\"https://static.tigerbbs.com/452d0af25db876ccc77520ef433998ab\" tg-width=\"364\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p>\n<p></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>Big Tech stocks rose strongly in Friday morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBig Tech stocks rose strongly in Friday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-02 21:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Big&nbsp;Tech&nbsp;stocks&nbsp;rose&nbsp;strongly&nbsp;in&nbsp;Friday&nbsp;morning&nbsp;trading.Apple,Microsoft&nbsp;and&nbsp;Google&nbsp;surged&nbsp;more&nbsp;than&nbsp;1%.</p>\n<p><img src=\"https://static.tigerbbs.com/452d0af25db876ccc77520ef433998ab\" tg-width=\"364\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","FB":"ProShares S&P 500 Dynamic Buffer ETF","GOOGL":"谷歌A","AMZN":"亚马逊","NFLX":"奈飞","GOOG":"谷歌","MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194221008","content_text":"Big Tech stocks rose strongly in Friday morning trading.Apple,Microsoft and Google surged more than 1%.","news_type":1,"symbols_score_info":{"AAPL":0.9,"GOOG":0.9,"GOOGL":0.9,"NFLX":0.9,"AMZN":0.9,"FB":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152907439,"gmtCreate":1625249271821,"gmtModify":1703739423658,"author":{"id":"3585209116538987","authorId":"3585209116538987","name":"DesmondSeah","avatar":"https://static.tigerbbs.com/a21d017c332362e52d9debf7447b22c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585209116538987","idStr":"3585209116538987"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/152907439","repostId":"2148181808","repostType":4,"isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152907529,"gmtCreate":1625249254761,"gmtModify":1703739423165,"author":{"id":"3585209116538987","authorId":"3585209116538987","name":"DesmondSeah","avatar":"https://static.tigerbbs.com/a21d017c332362e52d9debf7447b22c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585209116538987","idStr":"3585209116538987"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152907529","repostId":"1120590567","repostType":4,"repost":{"id":"1120590567","kind":"news","pubTimestamp":1625238577,"share":"https://ttm.financial/m/news/1120590567?lang=en_US&edition=fundamental","pubTime":"2021-07-02 23:09","market":"us","language":"en","title":"NIO May Grow Even Faster Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1120590567","media":"seekingalpha","summary":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-d","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO’s June deliveries grew at an impressive rate.</li>\n <li>The Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.</li>\n <li>NIO is set to overcome production setbacks and ramp up production in the second half of 2021.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03ca537373e278344c3447309dd586ea\" tg-width=\"768\" tg-height=\"443\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>Chinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.</p>\n<p><b>Shipping volumes are accelerating</b></p>\n<p>NIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to&nbsp;reduce NIO's factory output&nbsp;from 10,000 vehicles to 7,500 vehicles a month.</p>\n<p>The global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.</p>\n<p>While the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries&nbsp;were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6af76b71f8259337d534fb29b1a6a8c4\" tg-width=\"673\" tg-height=\"129\"><span>(Source: Author)</span></p>\n<p>NIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.</p>\n<p>The market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7579fc2abe7ca63887e68a9256b54cb3\" tg-width=\"921\" tg-height=\"438\"><span>(Source:InsideEVs)</span></p>\n<p>XPeng (XPEV), another Chinese electric vehicle maker,delivered&nbsp;6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.</p>\n<p>XPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c8cd25b4fd64f193bc91dabbee99e54\" tg-width=\"925\" tg-height=\"445\"><span>(Source:InsideEVs)</span></p>\n<p><b>NIO FY 2021 delivery projections</b></p>\n<p>My estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb01be329ab1b6d9a6097e74a1d5b250\" tg-width=\"455\" tg-height=\"116\"><span>(Source: Author)</span></p>\n<p><b>NIO's sales growth is cheap</b></p>\n<p>EV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f84e0cee1726c807b6b7d04f4f4e44f2\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p><b>Risks</b></p>\n<p>The chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.</p>\n<p><b>Final thoughts</b></p>\n<p>NIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.</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>NIO May Grow Even Faster Than Expected</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\">\nNIO May Grow Even Faster Than Expected\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 23:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set...</p>\n\n<a href=\"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120590567","content_text":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set to overcome production setbacks and ramp up production in the second half of 2021.\n\npeterschreiber.media/iStock via Getty Images\nChinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.\nShipping volumes are accelerating\nNIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to reduce NIO's factory output from 10,000 vehicles to 7,500 vehicles a month.\nThe global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.\nWhile the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.\n(Source: Author)\nNIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.\nThe market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.\n(Source:InsideEVs)\nXPeng (XPEV), another Chinese electric vehicle maker,delivered 6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.\nXPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.\n(Source:InsideEVs)\nNIO FY 2021 delivery projections\nMy estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.\n(Source: Author)\nNIO's sales growth is cheap\nEV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.\nData by YCharts\nRisks\nThe chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.\nFinal thoughts\nNIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152907625,"gmtCreate":1625249184267,"gmtModify":1703739422835,"author":{"id":"3585209116538987","authorId":"3585209116538987","name":"DesmondSeah","avatar":"https://static.tigerbbs.com/a21d017c332362e52d9debf7447b22c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585209116538987","idStr":"3585209116538987"},"themes":[],"htmlText":"Like&nbsp;Good&nbsp;","listText":"Like&nbsp;Good&nbsp;","text":"Like 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go up&nbsp;","listText":"Good&nbsp;Keep go up&nbsp;","text":"Good Keep go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/152990526","repostId":"1194221008","repostType":4,"repost":{"id":"1194221008","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":1625234351,"share":"https://ttm.financial/m/news/1194221008?lang=en_US&edition=fundamental","pubTime":"2021-07-02 21:59","market":"us","language":"en","title":"Big Tech stocks rose strongly in Friday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1194221008","media":"Tiger Newspress","summary":"Big Tech stocks rose strongly in Friday morning trading.Apple,Microsoft and Google surged more than ","content":"<p>Big&nbsp;Tech&nbsp;stocks&nbsp;rose&nbsp;strongly&nbsp;in&nbsp;Friday&nbsp;morning&nbsp;trading.Apple,Microsoft&nbsp;and&nbsp;Google&nbsp;surged&nbsp;more&nbsp;than&nbsp;1%.</p>\n<p><img src=\"https://static.tigerbbs.com/452d0af25db876ccc77520ef433998ab\" tg-width=\"364\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p>\n<p></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>Big Tech stocks rose strongly in Friday morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBig Tech stocks rose strongly in Friday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-02 21:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Big&nbsp;Tech&nbsp;stocks&nbsp;rose&nbsp;strongly&nbsp;in&nbsp;Friday&nbsp;morning&nbsp;trading.Apple,Microsoft&nbsp;and&nbsp;Google&nbsp;surged&nbsp;more&nbsp;than&nbsp;1%.</p>\n<p><img src=\"https://static.tigerbbs.com/452d0af25db876ccc77520ef433998ab\" tg-width=\"364\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","FB":"ProShares S&P 500 Dynamic Buffer ETF","GOOGL":"谷歌A","AMZN":"亚马逊","NFLX":"奈飞","GOOG":"谷歌","MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194221008","content_text":"Big Tech stocks rose strongly in Friday morning trading.Apple,Microsoft and Google surged more than 1%.","news_type":1,"symbols_score_info":{"AAPL":0.9,"GOOG":0.9,"GOOGL":0.9,"NFLX":0.9,"AMZN":0.9,"FB":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154145483,"gmtCreate":1625492523442,"gmtModify":1703742652174,"author":{"id":"3585209116538987","authorId":"3585209116538987","name":"DesmondSeah","avatar":"https://static.tigerbbs.com/a21d017c332362e52d9debf7447b22c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585209116538987","idStr":"3585209116538987"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154145483","repostId":"1127009378","repostType":4,"isVote":1,"tweetType":1,"viewCount":1730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152990341,"gmtCreate":1625249288683,"gmtModify":1703739423821,"author":{"id":"3585209116538987","authorId":"3585209116538987","name":"DesmondSeah","avatar":"https://static.tigerbbs.com/a21d017c332362e52d9debf7447b22c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585209116538987","idStr":"3585209116538987"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/152990341","repostId":"1194221008","repostType":4,"repost":{"id":"1194221008","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":1625234351,"share":"https://ttm.financial/m/news/1194221008?lang=en_US&edition=fundamental","pubTime":"2021-07-02 21:59","market":"us","language":"en","title":"Big Tech stocks rose strongly in Friday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1194221008","media":"Tiger Newspress","summary":"Big Tech stocks rose strongly in Friday morning trading.Apple,Microsoft and Google surged more than ","content":"<p>Big&nbsp;Tech&nbsp;stocks&nbsp;rose&nbsp;strongly&nbsp;in&nbsp;Friday&nbsp;morning&nbsp;trading.Apple,Microsoft&nbsp;and&nbsp;Google&nbsp;surged&nbsp;more&nbsp;than&nbsp;1%.</p>\n<p><img src=\"https://static.tigerbbs.com/452d0af25db876ccc77520ef433998ab\" tg-width=\"364\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p>\n<p></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>Big Tech stocks rose strongly in Friday morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\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\">\nBig Tech stocks rose strongly in Friday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-02 21:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Big&nbsp;Tech&nbsp;stocks&nbsp;rose&nbsp;strongly&nbsp;in&nbsp;Friday&nbsp;morning&nbsp;trading.Apple,Microsoft&nbsp;and&nbsp;Google&nbsp;surged&nbsp;more&nbsp;than&nbsp;1%.</p>\n<p><img src=\"https://static.tigerbbs.com/452d0af25db876ccc77520ef433998ab\" tg-width=\"364\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","FB":"ProShares S&P 500 Dynamic Buffer ETF","GOOGL":"谷歌A","AMZN":"亚马逊","NFLX":"奈飞","GOOG":"谷歌","MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194221008","content_text":"Big Tech stocks rose strongly in Friday morning trading.Apple,Microsoft and Google surged more than 1%.","news_type":1,"symbols_score_info":{"AAPL":0.9,"GOOG":0.9,"GOOGL":0.9,"NFLX":0.9,"AMZN":0.9,"FB":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154313501,"gmtCreate":1625478499103,"gmtModify":1703742427146,"author":{"id":"3585209116538987","authorId":"3585209116538987","name":"DesmondSeah","avatar":"https://static.tigerbbs.com/a21d017c332362e52d9debf7447b22c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585209116538987","idStr":"3585209116538987"},"themes":[],"htmlText":"Good deal","listText":"Good deal","text":"Good deal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154313501","repostId":"1125887183","repostType":4,"isVote":1,"tweetType":1,"viewCount":2331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152506905,"gmtCreate":1625305646007,"gmtModify":1703740266965,"author":{"id":"3585209116538987","authorId":"3585209116538987","name":"DesmondSeah","avatar":"https://static.tigerbbs.com/a21d017c332362e52d9debf7447b22c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585209116538987","idStr":"3585209116538987"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152506905","repostId":"2148180627","repostType":4,"isVote":1,"tweetType":1,"viewCount":2171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152907529,"gmtCreate":1625249254761,"gmtModify":1703739423165,"author":{"id":"3585209116538987","authorId":"3585209116538987","name":"DesmondSeah","avatar":"https://static.tigerbbs.com/a21d017c332362e52d9debf7447b22c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585209116538987","idStr":"3585209116538987"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152907529","repostId":"1120590567","repostType":4,"repost":{"id":"1120590567","kind":"news","pubTimestamp":1625238577,"share":"https://ttm.financial/m/news/1120590567?lang=en_US&edition=fundamental","pubTime":"2021-07-02 23:09","market":"us","language":"en","title":"NIO May Grow Even Faster Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1120590567","media":"seekingalpha","summary":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-d","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO’s June deliveries grew at an impressive rate.</li>\n <li>The Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.</li>\n <li>NIO is set to overcome production setbacks and ramp up production in the second half of 2021.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03ca537373e278344c3447309dd586ea\" tg-width=\"768\" tg-height=\"443\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>Chinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.</p>\n<p><b>Shipping volumes are accelerating</b></p>\n<p>NIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to&nbsp;reduce NIO's factory output&nbsp;from 10,000 vehicles to 7,500 vehicles a month.</p>\n<p>The global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.</p>\n<p>While the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries&nbsp;were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6af76b71f8259337d534fb29b1a6a8c4\" tg-width=\"673\" tg-height=\"129\"><span>(Source: Author)</span></p>\n<p>NIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.</p>\n<p>The market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7579fc2abe7ca63887e68a9256b54cb3\" tg-width=\"921\" tg-height=\"438\"><span>(Source:InsideEVs)</span></p>\n<p>XPeng (XPEV), another Chinese electric vehicle maker,delivered&nbsp;6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.</p>\n<p>XPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c8cd25b4fd64f193bc91dabbee99e54\" tg-width=\"925\" tg-height=\"445\"><span>(Source:InsideEVs)</span></p>\n<p><b>NIO FY 2021 delivery projections</b></p>\n<p>My estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb01be329ab1b6d9a6097e74a1d5b250\" tg-width=\"455\" tg-height=\"116\"><span>(Source: Author)</span></p>\n<p><b>NIO's sales growth is cheap</b></p>\n<p>EV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f84e0cee1726c807b6b7d04f4f4e44f2\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p><b>Risks</b></p>\n<p>The chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.</p>\n<p><b>Final thoughts</b></p>\n<p>NIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.</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>NIO May Grow Even Faster Than Expected</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\">\nNIO May Grow Even Faster Than Expected\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 23:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set...</p>\n\n<a href=\"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120590567","content_text":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set to overcome production setbacks and ramp up production in the second half of 2021.\n\npeterschreiber.media/iStock via Getty Images\nChinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.\nShipping volumes are accelerating\nNIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to reduce NIO's factory output from 10,000 vehicles to 7,500 vehicles a month.\nThe global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.\nWhile the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.\n(Source: Author)\nNIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.\nThe market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.\n(Source:InsideEVs)\nXPeng (XPEV), another Chinese electric vehicle maker,delivered 6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.\nXPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.\n(Source:InsideEVs)\nNIO FY 2021 delivery projections\nMy estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.\n(Source: Author)\nNIO's sales growth is cheap\nEV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.\nData by YCharts\nRisks\nThe chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.\nFinal thoughts\nNIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154319710,"gmtCreate":1625478419730,"gmtModify":1703742425657,"author":{"id":"3585209116538987","authorId":"3585209116538987","name":"DesmondSeah","avatar":"https://static.tigerbbs.com/a21d017c332362e52d9debf7447b22c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585209116538987","idStr":"3585209116538987"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154319710","repostId":"2149387648","repostType":4,"isVote":1,"tweetType":1,"viewCount":2028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155623339,"gmtCreate":1625414288421,"gmtModify":1703741471717,"author":{"id":"3585209116538987","authorId":"3585209116538987","name":"DesmondSeah","avatar":"https://static.tigerbbs.com/a21d017c332362e52d9debf7447b22c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585209116538987","idStr":"3585209116538987"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/155623339","repostId":"1165340887","repostType":4,"repost":{"id":"1165340887","kind":"news","pubTimestamp":1625257396,"share":"https://ttm.financial/m/news/1165340887?lang=en_US&edition=fundamental","pubTime":"2021-07-03 04:23","market":"us","language":"en","title":"U.S. stocks sweep to fresh highs after strong jobs report","url":"https://stock-news.laohu8.com/highlight/detail?id=1165340887","media":"yahoo","summary":"Stocks rose Friday to record levels as investors digested a key print on the U.S. labor market recovery, which pointed to a faster pace of payroll gains than expected.The S&P 500 set another record high, kicking off the first sessions of the third quarter on a high note. The blue-chip index logged a seventh straight day of gains in its longest winning streak since August 2020. The Nasdaq also hit all-time intraday and closing highs, and the Dow gained to set its first record high since May 7. Sh","content":"<p>Stocks rose Friday to record levels as investors digested a key print on the U.S. labor market recovery, which pointed to a faster pace of payroll gains than expected.</p>\n<p>The S&amp;P 500 set another record high, kicking off the first sessions of the third quarter on a high note. The blue-chip index logged a seventh straight day of gains in its longest winning streak since August 2020. The Nasdaq also hit all-time intraday and closing highs, and the Dow gained to set its first record high since May 7. Shares of Tesla (TSLA) fluctuated before ending slightly higher after the electric car-maker's second-quarter deliveries hit a new record but still missed analysts' estimates, based on Bloomberg consensus data.</p>\n<p>Investorsconsidered the U.S. Labor Department's June jobs report, the central economic data point that came out this week. The print showed a stronger-than-anticipated acceleration in hiring, with non-farm payrolls rising by 850,000 for a sixth straight monthly gain. The unemployment rate, however, unexpectedly ticked up slightly to 5.9%.</p>\n<p>\"This is the 'Goldilocks report' that the market was looking for today. You had a nice print here of 850,000 jobs being added, wage pressure remaining — I wouldn't call them necessarily contained — but surprising here on the downside versus consensus estimates. So this is telling us right now that economic growth is continuing to accelerate here, the jobs market is continuing to heal,\" Emily Roland, co-chief investment strategist at John Hancock Investment Management, told Yahoo Finance. \"We're making progress here in terms of what the Fed has set out to do, which is in order to get unemployment get down, they're going to let inflation run a little bit hot here. Not too hot, not too cold — this is just what the market wants.\"</p>\n<p>Heading into the report, equities have been buoyed by a slew of strong economic data earlier this week, especially on the labor market.Private payrolls rose by a better-than-expected 692,000 in June,according to ADP, andweekly initial jobless claims improved more than expectedto the lowest level since March 2020. Still, other reports underscored the still-prevalent labor supply challenges impacting companies across industries, with the scarcity capping what has otherwise been a robust economic rebound.</p>\n<p>\"It's really the labor market supply that's putting the brake on hiring right now,\" Luke Tilley, chief economist for Wilmington Trust, told Yahoo Finance. \"But we're pretty optimistic, the market is pretty optimistic, and we think that's a big part of what's driving these indexes higher.\"</p>\n<p>Friday's jobs report will also give markets a suggestion as to the timing of the Federal Reserve's next monetary policy move. For now, the Fed has kept in place both of its key crisis-era policies, or quantitative easing and a near-zero benchmark interest rate. However, an especially strong jobs report and faster-than-expected print on wage growth could justify an earlier-than-currently-telegraphed shift by the central bank.</p>\n<p>“For the first time in years, I’m actually worried about a too hot number causing some kind of volatility or pullback in stocks. That’s because the Fed has signaled they are looking to taper QE,\" Tom Essaye, Sevens Report Research founder,told Yahoo Finance. \"And if we get a really, really strong jobs number and a hot wage number, then markets are going to start to say gee, are they going to taper QE maybe before November, or are they going to taper it more intensely than we thought and in a market that's frankly been very calm and a little bit complacent, that could cause volatility.\"</p>\n<p>Still, the Fed has suggested it would not react rashly to single reports, and has given itself leeway to adjust the timeline of its monetary policy pivots as more data comes in.</p>\n<p>\"I think everyone's counting on the Fed continuing really for the foreseeable future. So I don't see any big changes there coming before 2023,\" Octavio Marenzi, CEO and founder of Opimas,told Yahoo Finance.\"And even then the Fed has hedged its bets very significantly — they've basically said we might in 2023 raise interest rates twice, but then again we might not. So I think the smart money is betting things are going to keep on going, they're going to carry on with a very accommodative monetary policy.\"</p>\n<p>Even with the recent strength for stocks, market strategists say that uncertainty about the future of the Fed’s asset purchases and the upcoming earnings season could keep stocks from making major gains in the near term.</p>\n<p>“The market is still very much concerned about the Fed’s reaction function,” said Max Gokhman, head of asset allocation at Pacific Life Fund Advisors, adding that he thought there was still a lot of slack in the labor market.</p>\n<p>4:01 p.m. ET: Stocks close higher, S&amp;P 500 posts longest winning streak since August 2020</p>\n<p>Here's where markets closed out on Friday:</p>\n<ul>\n <li><p><b>S&amp;P 500 (^GSPC)</b>: +32.51 (+0.75%) to 4,352.45</p></li>\n <li><p><b>Dow (^DJI)</b>: +154.4 (+0.45%) to 34,787.93</p></li>\n <li><p><b>Nasdaq (^IXIC)</b>: +116.95 (+0.81%) to 14,639.33</p></li>\n</ul>","source":"lsy1584348713084","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>U.S. stocks sweep to fresh highs after strong jobs report</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\">\nU.S. stocks sweep to fresh highs after strong jobs report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 04:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stock-market-news-live-updates-july-2-2021-221546079-221120965.html><strong>yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks rose Friday to record levels as investors digested a key print on the U.S. labor market recovery, which pointed to a faster pace of payroll gains than expected.\nThe S&P 500 set another record ...</p>\n\n<a href=\"https://finance.yahoo.com/news/stock-market-news-live-updates-july-2-2021-221546079-221120965.html\">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",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/stock-market-news-live-updates-july-2-2021-221546079-221120965.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165340887","content_text":"Stocks rose Friday to record levels as investors digested a key print on the U.S. labor market recovery, which pointed to a faster pace of payroll gains than expected.\nThe S&P 500 set another record high, kicking off the first sessions of the third quarter on a high note. The blue-chip index logged a seventh straight day of gains in its longest winning streak since August 2020. The Nasdaq also hit all-time intraday and closing highs, and the Dow gained to set its first record high since May 7. Shares of Tesla (TSLA) fluctuated before ending slightly higher after the electric car-maker's second-quarter deliveries hit a new record but still missed analysts' estimates, based on Bloomberg consensus data.\nInvestorsconsidered the U.S. Labor Department's June jobs report, the central economic data point that came out this week. The print showed a stronger-than-anticipated acceleration in hiring, with non-farm payrolls rising by 850,000 for a sixth straight monthly gain. The unemployment rate, however, unexpectedly ticked up slightly to 5.9%.\n\"This is the 'Goldilocks report' that the market was looking for today. You had a nice print here of 850,000 jobs being added, wage pressure remaining — I wouldn't call them necessarily contained — but surprising here on the downside versus consensus estimates. So this is telling us right now that economic growth is continuing to accelerate here, the jobs market is continuing to heal,\" Emily Roland, co-chief investment strategist at John Hancock Investment Management, told Yahoo Finance. \"We're making progress here in terms of what the Fed has set out to do, which is in order to get unemployment get down, they're going to let inflation run a little bit hot here. Not too hot, not too cold — this is just what the market wants.\"\nHeading into the report, equities have been buoyed by a slew of strong economic data earlier this week, especially on the labor market.Private payrolls rose by a better-than-expected 692,000 in June,according to ADP, andweekly initial jobless claims improved more than expectedto the lowest level since March 2020. Still, other reports underscored the still-prevalent labor supply challenges impacting companies across industries, with the scarcity capping what has otherwise been a robust economic rebound.\n\"It's really the labor market supply that's putting the brake on hiring right now,\" Luke Tilley, chief economist for Wilmington Trust, told Yahoo Finance. \"But we're pretty optimistic, the market is pretty optimistic, and we think that's a big part of what's driving these indexes higher.\"\nFriday's jobs report will also give markets a suggestion as to the timing of the Federal Reserve's next monetary policy move. For now, the Fed has kept in place both of its key crisis-era policies, or quantitative easing and a near-zero benchmark interest rate. However, an especially strong jobs report and faster-than-expected print on wage growth could justify an earlier-than-currently-telegraphed shift by the central bank.\n“For the first time in years, I’m actually worried about a too hot number causing some kind of volatility or pullback in stocks. That’s because the Fed has signaled they are looking to taper QE,\" Tom Essaye, Sevens Report Research founder,told Yahoo Finance. \"And if we get a really, really strong jobs number and a hot wage number, then markets are going to start to say gee, are they going to taper QE maybe before November, or are they going to taper it more intensely than we thought and in a market that's frankly been very calm and a little bit complacent, that could cause volatility.\"\nStill, the Fed has suggested it would not react rashly to single reports, and has given itself leeway to adjust the timeline of its monetary policy pivots as more data comes in.\n\"I think everyone's counting on the Fed continuing really for the foreseeable future. So I don't see any big changes there coming before 2023,\" Octavio Marenzi, CEO and founder of Opimas,told Yahoo Finance.\"And even then the Fed has hedged its bets very significantly — they've basically said we might in 2023 raise interest rates twice, but then again we might not. So I think the smart money is betting things are going to keep on going, they're going to carry on with a very accommodative monetary policy.\"\nEven with the recent strength for stocks, market strategists say that uncertainty about the future of the Fed’s asset purchases and the upcoming earnings season could keep stocks from making major gains in the near term.\n“The market is still very much concerned about the Fed’s reaction function,” said Max Gokhman, head of asset allocation at Pacific Life Fund Advisors, adding that he thought there was still a lot of slack in the labor market.\n4:01 p.m. ET: Stocks close higher, S&P 500 posts longest winning streak since August 2020\nHere's where markets closed out on Friday:\n\nS&P 500 (^GSPC): +32.51 (+0.75%) to 4,352.45\nDow (^DJI): +154.4 (+0.45%) to 34,787.93\nNasdaq (^IXIC): +116.95 (+0.81%) to 14,639.33","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152993314,"gmtCreate":1625249705438,"gmtModify":1703739426303,"author":{"id":"3585209116538987","authorId":"3585209116538987","name":"DesmondSeah","avatar":"https://static.tigerbbs.com/a21d017c332362e52d9debf7447b22c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585209116538987","idStr":"3585209116538987"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152993314","repostId":"1160501835","repostType":4,"isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152506595,"gmtCreate":1625305746217,"gmtModify":1703740267784,"author":{"id":"3585209116538987","authorId":"3585209116538987","name":"DesmondSeah","avatar":"https://static.tigerbbs.com/a21d017c332362e52d9debf7447b22c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585209116538987","idStr":"3585209116538987"},"themes":[],"htmlText":"Good ?","listText":"Good ?","text":"Good ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152506595","repostId":"1104835932","repostType":4,"repost":{"id":"1104835932","kind":"news","pubTimestamp":1625276444,"share":"https://ttm.financial/m/news/1104835932?lang=en_US&edition=fundamental","pubTime":"2021-07-03 09:40","market":"us","language":"en","title":"Taiwan Semiconductor Is Ripe for Entry: Here's How I'm Playing It","url":"https://stock-news.laohu8.com/highlight/detail?id=1104835932","media":"The Street","summary":"I've been hot for the semis for a good while now because of the widely covered shortages that are creating significant pricing power.Thinking about... Taiwan Semiconductor  . Taiwan Semiconductor reports Q2 financial performance in two weeks, on July 16th. Currently, Wall Street is looking for EPS of $0.93, without much divergence in opinion. This name is not as highly followed across the community of analysts. I can only find four analysts that have gone as far as to make quarterly projections,","content":"<blockquote>\n <i>I've been hot for the semis for a good while now because of the widely covered shortages that are creating significant pricing power.</i>\n</blockquote>\n<p>Thinking about... Taiwan Semiconductor (TSM) . Taiwan Semiconductor reports Q2 financial performance in two weeks, on July 16th. Currently, Wall Street is looking for EPS of $0.93, without much divergence in opinion. This name is not as highly followed across the community of analysts. I can only find four analysts that have gone as far as to make quarterly projections, six that have made annual projections, and just two that have really stuck their necks out and stated a price target at any point in the past six months.</p>\n<p>The range of EPS expectations for Q2 EPS for TSM, across those four analysts is just $0.91 to $0.95. Wall Street is looking for approximately $13.2 billion in revenue generation for the quarter, which would be year over year sales growth of about 27%. This would be an acceleration in sales growth for a second consecutive quarter.</p>\n<p><b>This Week</b></p>\n<p>It was Tuesday. DigiTimes reports that Taiwan Semiconductor is expected to record record revenues for June, due to shipments of iPhones showing up in the data. Apparently, reduced purchases by client Bitmain, as China bans Bitcoin mining had not taken the toll on TSM sales as some had expected. Demand for 5nm and 7nm processors had offset the loss of that mining business as the firm shipped chips for Apple's (AAPL) smartphones in time to appear in June's numbers. The expectation is that the firm stays on course for 20% sales growth for the fiscal year, and that June could be flat from May (which is a good thing).</p>\n<p>Early this (Friday) morning, news broke that Apple and Intel (INTC) will be the first customers to test TSM's 3nm production technology, which if all goes well, deploys toward the back half of 2022. Nikkei Asia reports that Intel is planning at least two projects to design CPUs for notebooks and data centers around the new 3nm chips.</p>\n<p>Just a quick tutorial. TSM's 5nm chips are the most advanced chips available and if you have an iPhone 12, you have one of these chips. TSM is indicating that the new 3nm chips will offer a 10% to 15% boost to computing performance compared to the current 5nm product, while also reducing power consumption by 25% to 30%.</p>\n<p>As an aside, Intel announced the delay of the Sapphire Rapids data center processor earlier this week. While this is seen around Wall Street as yet another chance for Advanced Micro Devices (AMD) , and even Nvidia (NVDA) , to tackle even more market share away from the lumbering giant, but also makes at least this investor wonder just how Intel thinks they are going to get to a point anytime soon where they can compete with the likes of Taiwan Semiconductor as a global foundry to other chip designers.</p>\n<p><b>Wall Street</b></p>\n<p>Of those few analysts that I mentioned who actually cover the name, only one reacted to this news. Susquehanna's five star (rated at TipRanks) analyst Mehdi Hosseini upgraded the name from \"Negative\" to \"Neutral\", while upping his target price from $85 to $105. The only other analyst with a recent target price is Jim Kelleher of Argus Research (also five stars). Kelleher initiated the name a week earlier as a \"Buy\" with a $150 target.</p>\n<p><b>The Chart</b></p>\n<p><img src=\"https://static.tigerbbs.com/19c41db815e4b2cbbc0f31979123e544\" tg-width=\"700\" tg-height=\"530\" referrerpolicy=\"no-referrer\"></p>\n<p>Readers will see that in late April, these shares managed to turn a descending triangle (which is a bearish pattern) into a flat basing pattern without ever allowing the triangle to close. Since bottoming, TSM has retaken both the 21 day EMA and the 50 day SMA, using the former as support on weakness just yesterday.</p>\n<p><b>The Plan</b></p>\n<p>Regular followers well know that I have been hot for the semis for a good while now, in spite of, or rather because of the widely covered shortages that are creating significant pricing power.</p>\n<p>I am already long AMD, and Marvell Technology (MRVL) , both of whom have been solid investments. I am long Micron (MU) , which looked good until this week. I am long Nvidia which has simply been epic.</p>\n<p>I am also long semiconductor equipment names... Applied Materials (AMAT) , and Brooks Automation (BRKS) , two names that have been good, and meh, respectively. I probably have room for a large foundry that will probably make short work of Intel (my opinion) once Intel tries to move in on their business.</p>\n<p>I think TSM is ripe for entry, perhaps to the tune of 1/8 of intended position size. I would expect to add a second tranche of 1/8 at either a test of the 21 day EMA or a retaking of the $122 level, which is our pivot. Our target price upon taking that pivot will be $144, while for now (after purchasing these shares), I will go with a panic point of $110 (8% discount to initial entry).</p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Taiwan Semiconductor Is Ripe for Entry: Here's How I'm Playing It</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\">\nTaiwan Semiconductor Is Ripe for Entry: Here's How I'm Playing It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 09:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://realmoney.thestreet.com/investing/taiwan-semiconductor-is-ripe-for-entry-here-s-how-i-m-playing-it-15702133?puc=yahoo&cm_ven=YAHOO><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>I've been hot for the semis for a good while now because of the widely covered shortages that are creating significant pricing power.\n\nThinking about... Taiwan Semiconductor (TSM) . Taiwan ...</p>\n\n<a href=\"https://realmoney.thestreet.com/investing/taiwan-semiconductor-is-ripe-for-entry-here-s-how-i-m-playing-it-15702133?puc=yahoo&cm_ven=YAHOO\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","MRVL":"迈威尔科技","NVDA":"英伟达","AMD":"美国超微公司","AMAT":"应用材料","TSM":"台积电","AAPL":"苹果","MU":"美光科技"},"source_url":"https://realmoney.thestreet.com/investing/taiwan-semiconductor-is-ripe-for-entry-here-s-how-i-m-playing-it-15702133?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104835932","content_text":"I've been hot for the semis for a good while now because of the widely covered shortages that are creating significant pricing power.\n\nThinking about... Taiwan Semiconductor (TSM) . Taiwan Semiconductor reports Q2 financial performance in two weeks, on July 16th. Currently, Wall Street is looking for EPS of $0.93, without much divergence in opinion. This name is not as highly followed across the community of analysts. I can only find four analysts that have gone as far as to make quarterly projections, six that have made annual projections, and just two that have really stuck their necks out and stated a price target at any point in the past six months.\nThe range of EPS expectations for Q2 EPS for TSM, across those four analysts is just $0.91 to $0.95. Wall Street is looking for approximately $13.2 billion in revenue generation for the quarter, which would be year over year sales growth of about 27%. This would be an acceleration in sales growth for a second consecutive quarter.\nThis Week\nIt was Tuesday. DigiTimes reports that Taiwan Semiconductor is expected to record record revenues for June, due to shipments of iPhones showing up in the data. Apparently, reduced purchases by client Bitmain, as China bans Bitcoin mining had not taken the toll on TSM sales as some had expected. Demand for 5nm and 7nm processors had offset the loss of that mining business as the firm shipped chips for Apple's (AAPL) smartphones in time to appear in June's numbers. The expectation is that the firm stays on course for 20% sales growth for the fiscal year, and that June could be flat from May (which is a good thing).\nEarly this (Friday) morning, news broke that Apple and Intel (INTC) will be the first customers to test TSM's 3nm production technology, which if all goes well, deploys toward the back half of 2022. Nikkei Asia reports that Intel is planning at least two projects to design CPUs for notebooks and data centers around the new 3nm chips.\nJust a quick tutorial. TSM's 5nm chips are the most advanced chips available and if you have an iPhone 12, you have one of these chips. TSM is indicating that the new 3nm chips will offer a 10% to 15% boost to computing performance compared to the current 5nm product, while also reducing power consumption by 25% to 30%.\nAs an aside, Intel announced the delay of the Sapphire Rapids data center processor earlier this week. While this is seen around Wall Street as yet another chance for Advanced Micro Devices (AMD) , and even Nvidia (NVDA) , to tackle even more market share away from the lumbering giant, but also makes at least this investor wonder just how Intel thinks they are going to get to a point anytime soon where they can compete with the likes of Taiwan Semiconductor as a global foundry to other chip designers.\nWall Street\nOf those few analysts that I mentioned who actually cover the name, only one reacted to this news. Susquehanna's five star (rated at TipRanks) analyst Mehdi Hosseini upgraded the name from \"Negative\" to \"Neutral\", while upping his target price from $85 to $105. The only other analyst with a recent target price is Jim Kelleher of Argus Research (also five stars). Kelleher initiated the name a week earlier as a \"Buy\" with a $150 target.\nThe Chart\n\nReaders will see that in late April, these shares managed to turn a descending triangle (which is a bearish pattern) into a flat basing pattern without ever allowing the triangle to close. Since bottoming, TSM has retaken both the 21 day EMA and the 50 day SMA, using the former as support on weakness just yesterday.\nThe Plan\nRegular followers well know that I have been hot for the semis for a good while now, in spite of, or rather because of the widely covered shortages that are creating significant pricing power.\nI am already long AMD, and Marvell Technology (MRVL) , both of whom have been solid investments. I am long Micron (MU) , which looked good until this week. I am long Nvidia which has simply been epic.\nI am also long semiconductor equipment names... Applied Materials (AMAT) , and Brooks Automation (BRKS) , two names that have been good, and meh, respectively. I probably have room for a large foundry that will probably make short work of Intel (my opinion) once Intel tries to move in on their business.\nI think TSM is ripe for entry, perhaps to the tune of 1/8 of intended position size. I would expect to add a second tranche of 1/8 at either a test of the 21 day EMA or a retaking of the $122 level, which is our pivot. Our target price upon taking that pivot will be $144, while for now (after purchasing these shares), I will go with a panic point of $110 (8% discount to initial entry).","news_type":1,"symbols_score_info":{"MU":0.9,"BRKS":0.9,"AAPL":0.9,"MRVL":0.9,"INTC":0.9,"NVDA":0.9,"TSM":0.9,"AMD":0.9,"AMAT":0.9}},"isVote":1,"tweetType":1,"viewCount":2179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152907625,"gmtCreate":1625249184267,"gmtModify":1703739422835,"author":{"id":"3585209116538987","authorId":"3585209116538987","name":"DesmondSeah","avatar":"https://static.tigerbbs.com/a21d017c332362e52d9debf7447b22c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585209116538987","idStr":"3585209116538987"},"themes":[],"htmlText":"Like&nbsp;Good&nbsp;","listText":"Like&nbsp;Good&nbsp;","text":"Like Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152907625","repostId":"1149622010","repostType":4,"isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}