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2025-04-30

Good read

@Tiger_Contra:💰New Alpha | Smart investors act fast: ALAB/MRVL/AVGO

2024-12-18

Great article, would you like to share it?

Nissan and Honda Consider a Merger to Take on Larger Rival Toyota, Tesla and EV Makers

2024-12-18

Great article, would you like to share it?

Top Calls on Wall Street: Tesla, Nvidia, Meta, Riot Platforms, MARA Holdings, Nike, and More

2024-12-17

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Morgan Stanley Names TSLA as Top Pick: The Bumpy Road to Onshoring US Autos Future

2024-12-16

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2024-12-16

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Trump Transition Team Plans Sweeping Rollback of Biden EV, Emissions Policies

2024-12-16

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@Tiger_comments:Which Companies Are Essential to Your Daily Life?

2024-12-15

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Xiaomi’s 101% Rally Puts EV Dark Horse on Brink of Stock Record

2024-12-14

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2024-03-16

Good read and informative for right decision.

Top Calls on Wall Street: Nvidia, Tesla, Rivian, Micron and More

2024-03-07

Right choice on the dip.

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2024-02-22

interesting

Top Calls on Wall Street: Nvidia, Rivian, Sunrun, DoorDash and More

2024-02-22

Top Calls on Wall Street: Nvidia, Rivian, Sunrun, DoorDash and More

2023-07-25

Very informative

3 AI Stocks to Sell Before the Competition Crushes Them

2023-06-21

good read

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2023-06-21

good read

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2023-06-21

good read

Chinese EV ADRs Jump in Morning Trading, With Li Auto Stock Rising Over 5%.

2023-06-21

good read

Stocks Fall for a Third Day As Market Rally Loses Steam

2023-06-02

Very informative.

@TigerTradingNotes:A "High-Profitability" Trading Strategy - Stop-Loss and Take-Profit

2023-06-02

Great Article.

@NAI500:3 Dividend Kings: Investing in Passive Income Gems Amidst a Hot Growth Stock Market

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stocks seeing green.💹 <a href=\"https://ttm.financial/S/ALAB\">$Astera Labs, Inc.(ALAB)$</a>/<a href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$</a>/<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> : Catch those stalwart performers in the semiconductor sector.📣 Stay tuned and supercharge purchasing power with CashBoost!The market's been soaring, as Trump's words brought some cheer, and the Fed's signals gets clear.| Market recapThe market has seen consecutive gains on Wednesday and Thursday, accumulating over 5% since Tuesday. A more conciliatory stance from Trump, combined with positive signals from the Federal Reserve, has buoyed the market. Stocks that were at recent price lows, particularly large te","listText":"💰Major indices opened high and continued to rise, with most tech stocks seeing green.💹 <a href=\"https://ttm.financial/S/ALAB\">$Astera Labs, Inc.(ALAB)$</a>/<a href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$</a>/<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> : Catch those stalwart performers in the semiconductor sector.📣 Stay tuned and supercharge purchasing power with CashBoost!The market's been soaring, as Trump's words brought some cheer, and the Fed's signals gets clear.| Market recapThe market has seen consecutive gains on Wednesday and Thursday, accumulating over 5% since Tuesday. A more conciliatory stance from Trump, combined with positive signals from the Federal Reserve, has buoyed the market. Stocks that were at recent price lows, particularly large te","text":"💰Major indices opened high and continued to rise, with most tech stocks seeing green.💹 $Astera Labs, Inc.(ALAB)$/$Marvell Technology(MRVL)$/$Broadcom(AVGO)$ : Catch those stalwart performers in the semiconductor sector.📣 Stay tuned and supercharge purchasing power with CashBoost!The market's been soaring, as Trump's words brought some cheer, and the Fed's signals gets clear.| Market recapThe market has seen consecutive gains on Wednesday and Thursday, accumulating over 5% since Tuesday. A more conciliatory stance from Trump, combined with positive signals from the Federal Reserve, has buoyed the market. Stocks that were at recent price lows, particularly large te","images":[{"img":"https://community-static.tradeup.com/news/a028630409dc703c0c6ac9262d0cec84"},{"img":"https://community-static.tradeup.com/news/bf7b198c224074808c1b0363b1a36c1d"},{"img":"https://community-static.tradeup.com/news/af9ced445a34058e33bf1fc52aac8dd4"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/428288549044240","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382856222523792,"gmtCreate":1734505770906,"gmtModify":1734505774336,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382856222523792","repostId":"1137673966","repostType":4,"repost":{"id":"1137673966","kind":"news","pubTimestamp":1734499075,"share":"https://ttm.financial/m/news/1137673966?lang=en_US&edition=fundamental","pubTime":"2024-12-18 13:17","market":"us","language":"en","title":"Nissan and Honda Consider a Merger to Take on Larger Rival Toyota, Tesla and EV Makers","url":"https://stock-news.laohu8.com/highlight/detail?id=1137673966","media":"South China Morning Post","summary":"$Honda Motor(HMC)$ and Nissan Motor are exploring a potential merger, according to people familiar with the matter, which would create a singular rival to $Toyota Motor(TM)$ in Japan and better positi","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/HMC\">Honda Motor</a> and Nissan Motor are exploring a potential merger, according to people familiar with the matter, which would create a singular rival to <a href=\"https://laohu8.com/S/TM\">Toyota Motor</a> in Japan and better position the combined company to face competitive challenges around the world.</p><p><a href=\"https://laohu8.com/S/HMC\">Honda Motor</a>’s U.S.-listed shares fell over 3% in overnight trading while <a href=\"https://laohu8.com/S/TM\">Toyota Motor</a> rose 2.47%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/67f802a6a1257e2d44a35d99438e567b\" tg-width=\"472\" tg-height=\"178\"/></p><p>Honda is considering several options including a merger, capital tie-up or the establishment of a holding company, Executive Vice-President Shinji Aoyama said on Wednesday following reports overnight of talks between the carmakers. Aoyama declined to elaborate on when a potential decision will be made.</p><p style=\"text-align: start;\">The companies could make an announcement on December 23, TBS reported. Nissan shares rose as much as 24 per cent in early Tokyo trading Wednesday, while Honda’s stock fell as much as 3.4 per cent.</p><p>The two have been holding preliminary talks about a combination, said the people, who asked not to be identified because discussions are private. One option being considered is the creation of a new holding company under which the combined businesses would operate, one of the people said. The transaction could also be expanded to include Mitsubishi Motors, which already has capital ties with Nissan, the person said. Mitsubishi shares jumped 17 per cent.</p><p>Discussions are early stage and may not lead to an agreement, the people said.</p><p>A deal would effectively consolidate the Japanese auto industry into two main camps: One controlled by Honda, Nissan and Mitsubishi and another consisting of Toyota group companies. It would also provide them with more resources to compete with larger peers globally after downsizing long-held partnerships with other carmakers. Nissan has loosened ties with France’s Renault and Honda has backed away from General Motors.</p><p>The move toward a merger would follow a decision by the two companies earlier this year to work together on electric vehicle batteries and software. At that time, Honda Chief Executive Officer Toshihiro Mibe floated the possibility of a capital tie-up with Nissan.</p><p>“If the merger does materialise, it would provide short-term relief for Nissan’s financial struggles,” said Bloomberg Intelligence senior auto analyst Tatsuo Yoshida.</p><p>The two Japanese carmakers plan to sign a memorandum of understanding to discuss shared equity stakes in a new holding company, the Nikkei reported earlier in the day. The merger would help the manufacturers compete against rivals in electric vehicles such as Tesla and Chinese carmakers, it said.</p><p>In some ways, it could be seen as a defensive merger among Japan’s weaker players. Honda, Nissan and Mitsubishi combined sold about 4 million vehicles globally in the first six months of the year, well shy of the 5.2 million that Toyota sold on its own. Combining forces would allow the two companies to fend off Toyota, the world’s largest carmaker, at home and abroad. Toyota has taken stakes in Subaru, Suzuki Motor and Mazda Motor, creating a powerhouse of brands backed by its top-notch credit rating.</p><p>“While this would be good news for Nissan due to their weakened state, they would have a lot of overlap and other issues to overcome,” said Julie Boote, a senior analyst at Pelham Smithers Associates. “For the Toyota group though we could see an acceleration there as well as it gathers its flock more tightly under its wing in a show of commitment, with the possibility of raising its stakes in Subaru, Suzuki and Mazda sooner rather than later.”</p><p style=\"text-align: start;\">Honda’s valuation stood at ¥6.8 trillion (US$44.4 billion) as of the close of trading Tuesday, well above Nissan’s ¥1.3 trillion market capitalisation. But even their combined value is dwarfed by Toyota’s ¥42.2 trillion.</p><p style=\"text-align: start;\">Toyota shares rose as much as 2.5 per cent on Wednesday.</p><p>Honda has long struggled to keep up with bigger capitalised rivals when it comes to investments in new technologies. It recently has shifted gears to boost hybrid gas-electric vehicles even as it spends billions of dollars on all-electric production. At the same time, Honda’s arms-length partnership with GM has been weakened, most recently earlier this month when their self-driving car partnership ended. GM has strengthened its ties with South Korea’s Hyundai Motor.</p><p style=\"text-align: start;\">Bigger scale could be the greatest benefit for Honda, according to James Hong, an analyst at Macquarie Securities Korea. “That is what Honda is expecting to gain from this partnership,” Hong said.</p><p style=\"text-align: start;\">Nissan is in need of a partner to put it back on a stronger financial footing as it steps up restructuring efforts to cope with stalled revenue growth and lower profits. It faces pressure from an activist shareholder and a daunting debt load that has led to speculation in credit markets about its investment grade rating.</p><p>The Yokohama-based company has partially unwound its complex 25-year strategic partnership with Renault, a fixation of former Chairman Carlos Ghosn. Rivalries and mutual suspicion mounted over the years and came to a head when Ghosn openly contemplated a merger, contributing to his downfall.</p><p style=\"text-align: start;\">The former chairman and CEO, who has filed a suit against his former company for ousting him in 2018, warned of a “disguised takeover” of Nissan by Honda in an August interview with Automotive News.</p><p style=\"text-align: start;\">The merger talks come after the Financial Times said last month that Nissan was looking for an anchor investor to replace part of Renault’s equity holding and that it hadn’t ruled out having Honda buy some of its shares.</p></body></html>","source":"lsy1600132093512","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>Nissan and Honda Consider a Merger to Take on Larger Rival Toyota, Tesla and EV Makers</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\">\nNissan and Honda Consider a Merger to Take on Larger Rival Toyota, Tesla and EV Makers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-18 13:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.scmp.com/business/companies/article/3291312/nissan-and-honda-consider-merger-take-larger-rival-toyota-tesla-and-ev-makers><strong>South China Morning Post</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Honda Motor and Nissan Motor are exploring a potential merger, according to people familiar with the matter, which would create a singular rival to Toyota Motor in Japan and better position the ...</p>\n\n<a href=\"https://www.scmp.com/business/companies/article/3291312/nissan-and-honda-consider-merger-take-larger-rival-toyota-tesla-and-ev-makers\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TM":"丰田汽车","HMC":"本田汽车"},"source_url":"https://www.scmp.com/business/companies/article/3291312/nissan-and-honda-consider-merger-take-larger-rival-toyota-tesla-and-ev-makers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137673966","content_text":"Honda Motor and Nissan Motor are exploring a potential merger, according to people familiar with the matter, which would create a singular rival to Toyota Motor in Japan and better position the combined company to face competitive challenges around the world.Honda Motor’s U.S.-listed shares fell over 3% in overnight trading while Toyota Motor rose 2.47%.Honda is considering several options including a merger, capital tie-up or the establishment of a holding company, Executive Vice-President Shinji Aoyama said on Wednesday following reports overnight of talks between the carmakers. Aoyama declined to elaborate on when a potential decision will be made.The companies could make an announcement on December 23, TBS reported. Nissan shares rose as much as 24 per cent in early Tokyo trading Wednesday, while Honda’s stock fell as much as 3.4 per cent.The two have been holding preliminary talks about a combination, said the people, who asked not to be identified because discussions are private. One option being considered is the creation of a new holding company under which the combined businesses would operate, one of the people said. The transaction could also be expanded to include Mitsubishi Motors, which already has capital ties with Nissan, the person said. Mitsubishi shares jumped 17 per cent.Discussions are early stage and may not lead to an agreement, the people said.A deal would effectively consolidate the Japanese auto industry into two main camps: One controlled by Honda, Nissan and Mitsubishi and another consisting of Toyota group companies. It would also provide them with more resources to compete with larger peers globally after downsizing long-held partnerships with other carmakers. Nissan has loosened ties with France’s Renault and Honda has backed away from General Motors.The move toward a merger would follow a decision by the two companies earlier this year to work together on electric vehicle batteries and software. At that time, Honda Chief Executive Officer Toshihiro Mibe floated the possibility of a capital tie-up with Nissan.“If the merger does materialise, it would provide short-term relief for Nissan’s financial struggles,” said Bloomberg Intelligence senior auto analyst Tatsuo Yoshida.The two Japanese carmakers plan to sign a memorandum of understanding to discuss shared equity stakes in a new holding company, the Nikkei reported earlier in the day. The merger would help the manufacturers compete against rivals in electric vehicles such as Tesla and Chinese carmakers, it said.In some ways, it could be seen as a defensive merger among Japan’s weaker players. Honda, Nissan and Mitsubishi combined sold about 4 million vehicles globally in the first six months of the year, well shy of the 5.2 million that Toyota sold on its own. Combining forces would allow the two companies to fend off Toyota, the world’s largest carmaker, at home and abroad. Toyota has taken stakes in Subaru, Suzuki Motor and Mazda Motor, creating a powerhouse of brands backed by its top-notch credit rating.“While this would be good news for Nissan due to their weakened state, they would have a lot of overlap and other issues to overcome,” said Julie Boote, a senior analyst at Pelham Smithers Associates. “For the Toyota group though we could see an acceleration there as well as it gathers its flock more tightly under its wing in a show of commitment, with the possibility of raising its stakes in Subaru, Suzuki and Mazda sooner rather than later.”Honda’s valuation stood at ¥6.8 trillion (US$44.4 billion) as of the close of trading Tuesday, well above Nissan’s ¥1.3 trillion market capitalisation. But even their combined value is dwarfed by Toyota’s ¥42.2 trillion.Toyota shares rose as much as 2.5 per cent on Wednesday.Honda has long struggled to keep up with bigger capitalised rivals when it comes to investments in new technologies. It recently has shifted gears to boost hybrid gas-electric vehicles even as it spends billions of dollars on all-electric production. At the same time, Honda’s arms-length partnership with GM has been weakened, most recently earlier this month when their self-driving car partnership ended. GM has strengthened its ties with South Korea’s Hyundai Motor.Bigger scale could be the greatest benefit for Honda, according to James Hong, an analyst at Macquarie Securities Korea. “That is what Honda is expecting to gain from this partnership,” Hong said.Nissan is in need of a partner to put it back on a stronger financial footing as it steps up restructuring efforts to cope with stalled revenue growth and lower profits. It faces pressure from an activist shareholder and a daunting debt load that has led to speculation in credit markets about its investment grade rating.The Yokohama-based company has partially unwound its complex 25-year strategic partnership with Renault, a fixation of former Chairman Carlos Ghosn. Rivalries and mutual suspicion mounted over the years and came to a head when Ghosn openly contemplated a merger, contributing to his downfall.The former chairman and CEO, who has filed a suit against his former company for ousting him in 2018, warned of a “disguised takeover” of Nissan by Honda in an August interview with Automotive News.The merger talks come after the Financial Times said last month that Nissan was looking for an anchor investor to replace part of Renault’s equity holding and that it hadn’t ruled out having Honda buy some of its shares.","news_type":1,"symbols_score_info":{"TM":1.1,"HMC":1.1}},"isVote":1,"tweetType":1,"viewCount":2657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382663168340304,"gmtCreate":1734458636265,"gmtModify":1734458639899,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382663168340304","repostId":"1170732309","repostType":2,"repost":{"id":"1170732309","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":1734449400,"share":"https://ttm.financial/m/news/1170732309?lang=en_US&edition=fundamental","pubTime":"2024-12-17 23:30","market":"us","language":"en","title":"Top Calls on Wall Street: Tesla, Nvidia, Meta, Riot Platforms, MARA Holdings, Nike, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1170732309","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Tuesday:Mizuho upgrades Tesla to outperform from neutralMizuho says it sees an “improving outlook” under the Trump administration.“We are upgrading TSLA to","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Tuesday:</p><h2 id=\"id_3816277534\" style=\"text-align: start;\">Mizuho upgrades Tesla to outperform from neutral</h2><p>Mizuho says it sees an “improving outlook” under the Trump administration.</p><p>“We are upgrading TSLA to Outperform as we see idiosyncratic tailwinds over the next ~4Y positioning it favorably as: 1) Loosening Autonomous Driving (AD) regulatory framework provides more [full self-driving]/Robotaxi valuation upside, 2) new Trump administration policies positions TSLA better with lower EV cost structure relative to peers..”</p><h2 id=\"id_1866447211\" style=\"text-align: start;\">Wolfe reiterates Nvidia as outperform</h2><p>Wolfe says the AI chipmaker a top idea heading into 2025.</p><p>“NVDA remains one of our favorite names in semis as well as we expect its strong competitive position in AI will drive strong demand/pricing leverage for its datacenter [graphics processing units] over the next several years.”</p><h2 id=\"id_694314843\" style=\"text-align: start;\">Truist reiterates Meta Platforms as buy</h2><p>Truist says the Instagram owner is a top pick in 2025.</p><p>“Meta continues to successfully reinvent itself and outgrow the industry. Reels remains under-appreciated while Threads should start seeing monetization in 2025.”</p><h2 id=\"id_1098064931\" style=\"text-align: start;\">Piper Sandler initiates Riot Platforms &amp; Mara Holdings at overweight</h2><p>Piper said it’s bullish on several bitcoin mining companies.</p><p>“We are expanding our crypto-related coverage universe to include the publicly-traded Bitcoin miners MARA Holdings Inc, (MARA), Riot Platforms Inc. (RIOT)...”</p><h2 id=\"id_4258415852\" style=\"text-align: start;\">Goldman Sachs reiterates Nike as buy</h2><p>Goldman says it’s staying bullish ahead of earnings later this week.</p><p>“Net, we believe that recent data points suggest that it is still early in Nike’s turnaround journey, and that we have yet to see signs of material brand heat improvement.”</p><h2 id=\"id_2539634958\" style=\"text-align: start;\">Goldman Sachs upgrades SolarEdge to buy from sell</h2><p>Goldman says concerns about liquidity are overdone for the solar company.</p><p>“SEDG (Up to Buy): Liquidity fears overblown and ‘shrink to grow’ strategy on the back of restructuring efforts estimated to alleviate [free cash flow] burn in 2025.”</p><h2 id=\"id_3321436710\" style=\"text-align: start;\">Stifel upgrades Cloudflare to buy from hold</h2><p>Stifel says the cyber company has “upside optionality”</p><p>“We upgrade Cloudflare to Buy and raise our [target price] to $136, as we believe Cloudflare is positioned to deliver improving execution, and upside to numbers, against a massive and growing [total addressable market].”</p><h2 id=\"id_2982259395\" style=\"text-align: start;\">Rosenblatt initiates MongoDB at buy</h2><p>Rosenblatt said in its initiation of MongoDB that it’s bullish on the database platform company.</p><p>“With the stock’s recent weakness on what we view as mostly misunderstandings, we are initiating coverage with a $350 target price and a Buy recommendation.</p><h2 id=\"id_1713179955\" style=\"text-align: start;\">UBS initiates Manchester United as buy</h2><p>UBS says it’s bullish on the UK soccer club.</p><p>“Manchester United’s glory days of the 1990s may be a distant memory but, with a revenue base largely unmatched by any Premier League peer, we believe Manchester United should (eventually) compete for the top spots of the Premier League and Champions League.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Tesla, Nvidia, Meta, Riot Platforms, MARA Holdings, Nike, and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Tesla, Nvidia, Meta, Riot Platforms, MARA Holdings, Nike, and More\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\">2024-12-17 23:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are the biggest calls on Wall Street on Tuesday:</p><h2 id=\"id_3816277534\" style=\"text-align: start;\">Mizuho upgrades Tesla to outperform from neutral</h2><p>Mizuho says it sees an “improving outlook” under the Trump administration.</p><p>“We are upgrading TSLA to Outperform as we see idiosyncratic tailwinds over the next ~4Y positioning it favorably as: 1) Loosening Autonomous Driving (AD) regulatory framework provides more [full self-driving]/Robotaxi valuation upside, 2) new Trump administration policies positions TSLA better with lower EV cost structure relative to peers..”</p><h2 id=\"id_1866447211\" style=\"text-align: start;\">Wolfe reiterates Nvidia as outperform</h2><p>Wolfe says the AI chipmaker a top idea heading into 2025.</p><p>“NVDA remains one of our favorite names in semis as well as we expect its strong competitive position in AI will drive strong demand/pricing leverage for its datacenter [graphics processing units] over the next several years.”</p><h2 id=\"id_694314843\" style=\"text-align: start;\">Truist reiterates Meta Platforms as buy</h2><p>Truist says the Instagram owner is a top pick in 2025.</p><p>“Meta continues to successfully reinvent itself and outgrow the industry. Reels remains under-appreciated while Threads should start seeing monetization in 2025.”</p><h2 id=\"id_1098064931\" style=\"text-align: start;\">Piper Sandler initiates Riot Platforms &amp; Mara Holdings at overweight</h2><p>Piper said it’s bullish on several bitcoin mining companies.</p><p>“We are expanding our crypto-related coverage universe to include the publicly-traded Bitcoin miners MARA Holdings Inc, (MARA), Riot Platforms Inc. (RIOT)...”</p><h2 id=\"id_4258415852\" style=\"text-align: start;\">Goldman Sachs reiterates Nike as buy</h2><p>Goldman says it’s staying bullish ahead of earnings later this week.</p><p>“Net, we believe that recent data points suggest that it is still early in Nike’s turnaround journey, and that we have yet to see signs of material brand heat improvement.”</p><h2 id=\"id_2539634958\" style=\"text-align: start;\">Goldman Sachs upgrades SolarEdge to buy from sell</h2><p>Goldman says concerns about liquidity are overdone for the solar company.</p><p>“SEDG (Up to Buy): Liquidity fears overblown and ‘shrink to grow’ strategy on the back of restructuring efforts estimated to alleviate [free cash flow] burn in 2025.”</p><h2 id=\"id_3321436710\" style=\"text-align: start;\">Stifel upgrades Cloudflare to buy from hold</h2><p>Stifel says the cyber company has “upside optionality”</p><p>“We upgrade Cloudflare to Buy and raise our [target price] to $136, as we believe Cloudflare is positioned to deliver improving execution, and upside to numbers, against a massive and growing [total addressable market].”</p><h2 id=\"id_2982259395\" style=\"text-align: start;\">Rosenblatt initiates MongoDB at buy</h2><p>Rosenblatt said in its initiation of MongoDB that it’s bullish on the database platform company.</p><p>“With the stock’s recent weakness on what we view as mostly misunderstandings, we are initiating coverage with a $350 target price and a Buy recommendation.</p><h2 id=\"id_1713179955\" style=\"text-align: start;\">UBS initiates Manchester United as buy</h2><p>UBS says it’s bullish on the UK soccer club.</p><p>“Manchester United’s glory days of the 1990s may be a distant memory but, with a revenue base largely unmatched by any Premier League peer, we believe Manchester United should (eventually) compete for the top spots of the Premier League and Champions League.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MDB":"MongoDB Inc.","SEDG":"SolarEdge Technologies, Inc.","META":"Meta Platforms, Inc.","RIOT":"Riot Platforms","TSLA":"特斯拉","NKE":"耐克","MARA":"MARA Holdings","MANU":"曼联","NVDA":"英伟达","NET":"Cloudflare, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170732309","content_text":"Here are the biggest calls on Wall Street on Tuesday:Mizuho upgrades Tesla to outperform from neutralMizuho says it sees an “improving outlook” under the Trump administration.“We are upgrading TSLA to Outperform as we see idiosyncratic tailwinds over the next ~4Y positioning it favorably as: 1) Loosening Autonomous Driving (AD) regulatory framework provides more [full self-driving]/Robotaxi valuation upside, 2) new Trump administration policies positions TSLA better with lower EV cost structure relative to peers..”Wolfe reiterates Nvidia as outperformWolfe says the AI chipmaker a top idea heading into 2025.“NVDA remains one of our favorite names in semis as well as we expect its strong competitive position in AI will drive strong demand/pricing leverage for its datacenter [graphics processing units] over the next several years.”Truist reiterates Meta Platforms as buyTruist says the Instagram owner is a top pick in 2025.“Meta continues to successfully reinvent itself and outgrow the industry. Reels remains under-appreciated while Threads should start seeing monetization in 2025.”Piper Sandler initiates Riot Platforms & Mara Holdings at overweightPiper said it’s bullish on several bitcoin mining companies.“We are expanding our crypto-related coverage universe to include the publicly-traded Bitcoin miners MARA Holdings Inc, (MARA), Riot Platforms Inc. (RIOT)...”Goldman Sachs reiterates Nike as buyGoldman says it’s staying bullish ahead of earnings later this week.“Net, we believe that recent data points suggest that it is still early in Nike’s turnaround journey, and that we have yet to see signs of material brand heat improvement.”Goldman Sachs upgrades SolarEdge to buy from sellGoldman says concerns about liquidity are overdone for the solar company.“SEDG (Up to Buy): Liquidity fears overblown and ‘shrink to grow’ strategy on the back of restructuring efforts estimated to alleviate [free cash flow] burn in 2025.”Stifel upgrades Cloudflare to buy from holdStifel says the cyber company has “upside optionality”“We upgrade Cloudflare to Buy and raise our [target price] to $136, as we believe Cloudflare is positioned to deliver improving execution, and upside to numbers, against a massive and growing [total addressable market].”Rosenblatt initiates MongoDB at buyRosenblatt said in its initiation of MongoDB that it’s bullish on the database platform company.“With the stock’s recent weakness on what we view as mostly misunderstandings, we are initiating coverage with a $350 target price and a Buy recommendation.UBS initiates Manchester United as buyUBS says it’s bullish on the UK soccer club.“Manchester United’s glory days of the 1990s may be a distant memory but, with a revenue base largely unmatched by any Premier League peer, we believe Manchester United should (eventually) compete for the top spots of the Premier League and Champions League.”","news_type":1,"symbols_score_info":{"MDB":1.1,"NET":1.1,"MARA":1.1,"NKE":1.1,"NVDA":1.1,"META":1.1,"RIOT":1.1,"TSLA":1.1,"MANU":1.1,"SEDG":1.1}},"isVote":1,"tweetType":1,"viewCount":2951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382611375915176,"gmtCreate":1734419205726,"gmtModify":1734419209335,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382611375915176","repostId":"1181680400","repostType":2,"repost":{"id":"1181680400","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":1734407269,"share":"https://ttm.financial/m/news/1181680400?lang=en_US&edition=fundamental","pubTime":"2024-12-17 11:47","market":"us","language":"en","title":"Morgan Stanley Names TSLA as Top Pick: The Bumpy Road to Onshoring US Autos Future","url":"https://stock-news.laohu8.com/highlight/detail?id=1181680400","media":"Tiger Newspress","summary":"Policy changes present near-term headwinds to US EV sales but must not cede autonomous leadership to geopolitical rivals. Morgan Stanley see US SAAR >16mm supported by lower rates but higher competition with tariff hikes are an inflationary wild-card. Prefer dealers to suppliers and reiterate $TSLA$ as Top Pick.With 2025 ushering in a new administration, we refresh our 2025 auto forecasts, review key themes, and provide a scenario analysis to help investors frame the most relevant industry debat","content":"<html><head></head><body><ul style=\"\"><li><p>Policy changes present near-term headwinds to US EV sales but must not cede autonomous leadership to geopolitical rivals. Morgan Stanley see US SAAR &gt;16mm supported by lower rates but higher competition with tariff hikes are an inflationary wild-card. Prefer dealers to suppliers and reiterate <a href=\"https://laohu8.com/S/TSLA\">TSLA</a> as Top Pick.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b22e5897bd2958aae6a8dfbb7f3d73eb\" tg-width=\"576\" tg-height=\"183\"/></p></li></ul><p>With 2025 ushering in a new administration, we refresh our 2025 auto forecasts, review key themes, and provide a scenario analysis to help investors frame the most relevant industry debates, including EV policies, onshoring/tariffs, China export expansion and the nascent emergence of autonomous vehicles. The US election result has extended the &#39;ICE is Nice&#39; trade for a bit longer but keep on the lookout for hidden value in the EV ecosystem into the 2H. We recom-mend investors stay nimble and selective given the volatility of policy outcomes.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6e2d089177732984d4ce8364164b94d0\" tg-width=\"804\" tg-height=\"280\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/234740b3db98aa262adfafe36cc6beb0\" tg-width=\"793\" tg-height=\"520\"/></p><h3 id=\"id_3069916412\">Reiterate Tesla Top Pick, increase PT to $400 from $310</h3><p><strong>Elon Musk&#39;s entry into the political sphere has expanded investor thinking around Tesla’s fundamental outlook</strong> – TSLA shares have since responded by rallying beyond our prior $310 price target. Is the re-rating temporary… or will Tesla begin to play a greater role in the US renewable/autonomous industrial complex? From our ongoing client discussions, we hear enthusiasm for all things AI, datacenters, renewable energy, robotics and on-shoring. Investors acknowledge the importance of the United States maintaining leadership in such technologies in an increasingly competitive and complex geopolitical environment. At the same time, based on our discussions, at least, Tesla is very frequently excluded from the potential paths of expres-sion in a portfolio. After all, 80% of the company’s YTD revenues are from core autos. As we look ahead to FY25 (and over the next 4 years), we expect to see TSLA’s TAM aperture expand to far broader domains, many of which are not included in buy-side or sell-side financial models for the company.</p><p><strong>On the AV side</strong>, while a reassessment of self-driving policies at a national level could be inevitable in our view, we believe Tesla still faces significant hurdles to overcome in terms of technology, testing and permitting required for commercialization. However, we believe US states and metro areas will continue to have the greatest say on final deployment. <strong>We value Tesla Mobility (autonomous ride-share) at just over $66/share in our revised SOTP model. We do not implicitly assume mass deployment of autonomous vehicles in our Tesla Mobility forecast until beyond 2030</strong>.</p><p><strong>It is indeed difficult to quantify whether, and how, Tesla could be affected by Elon Musk’s relationship with the Trump administra-tion.</strong> And there may be a number of risks (management time, distrac-tion, potential conflicts of interest, etc). Setting the United States on a course for EV/AV/Robotics/Renewable independence is going to involve government and industrial partnership on a scale perhaps not seen in many decades. <strong>Elon Musk’s emergence from a political ‘outsider’ to having a voice in potential policies may, at some level, accelerate Tesla’s journey beyond autos.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2ad621033bf683e742ecea2598e9181d\" tg-width=\"732\" tg-height=\"637\"/></p><p><strong>Risks to EV demand with less regulatory support: <a href=\"https://laohu8.com/S/RIVN\">RIVN</a> and <a href=\"https://laohu8.com/S/LCID\">LCID</a></strong></p><p>While Tesla may see share gain long term even with a less sup-portive EV regulatory backdrop, smaller scale EV start-ups Rivian and Lucid may see greater risks to production into an uncertain demand environment; within a range of outcomes, the removal of EV credits may pull forward demand near term (1H25) but could create an air pocket thereafter (2H25). In addition, uncertainty around regulatory credit revenues (a function of emission regulations from the EPA and CARB) which has bolstered gross margins for many EV players (including RIVN and TSLA) create additional volatility to the outlook.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/43e7f46123c49113c952492a4f6318f3\" tg-width=\"714\" tg-height=\"288\"/></p><p>We raise our <a href=\"https://laohu8.com/S/GM\">GM</a> price target to $54 (from $46 previously) while raising our bull case to $80 ($72 prior), and bear case to $36 ($32 prior). Upgrade to EW. The target increase is driven by a higher assumption of normalized EPS to $6.74 (from $5.45 previously) as we roll forward to year-end FY25 share count and lower the effective tax rate (22%). In addition, our normalized forecasts back in improved annual losses from China JVs ($0.2bn vs. $0.5bn previously) and a lower expectation of losses at Cruise ($0.5bn vs. $1bn prev) due to expected strategic/structural actions to address losses in the unit. Our normalized earnings forecast assumes BEV margins of negative 10% (approx. $2bn of losses per year). At the same time, our normalized EPS assumption assumes sustainable 12% EBIT margins for GM&#39;s ICE trucks/full-sized SUVs and 5% margins for GM&#39;s ICE cars and crossovers. Our target PE multiple applied to normalized earnings is 8x which compares to the company&#39;s long-term historical PE multiple of 7.1x.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/acde0b7ca4f1003e47bb54dcdf701376\" tg-width=\"583\" tg-height=\"387\"/></p><h2 id=\"id_2131694262\">EV Policies</h2><h3 id=\"id_3154845192\">Potential Plans and Implications</h3><p>Morgan Stanley summarizes their US Policy team&#39;s views about the potential tariff outcomes with the incoming administration:</p><p><strong>10% Universal Tariffs.</strong> President-elect Trump has sug-gested 10% tariffs on all imports; specifics remain unclear but products currently subject to tariffs may see a step up in rate.</p><p><strong>Targeted Tariffs.</strong> Tariffs directed at high-risk areas to support geopolitical &#34;de-risking&#34; have precedent across multiple administrations and have as a concept received bipartisan support. Our policy team envisions imple-mentation either focused on country of origin (i.e. China) or specific goods (high tech imports, for instance coming from China, Europe, Mexico, or elsewhere).</p><p><strong>60% Tariffs</strong> (or removing MFN status from China and/or others). Our policy team sees this case unfolding in one of two ways, either 1) the President-elect could impose 60% tariffs on all Chinese imports or 2) could attempt to revoke MFN status from China, reverting tariff levels to 40-60% (vs low-single-digit levels for MFN countries).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6a9634e9bad70045c97a158cb471d95b\" tg-width=\"514\" tg-height=\"441\"/></p><p>Relatively quick announcement and implementation. Historically, tariffs can be implemented on relatively short notice, in a matter of days or weeks between announcement and effective date. Michael Zezas and Ariana Salvatore expect that the President-elect can utilize existing executive discre-tion to ramp tariffs on China and product-specific tariffs on Europe in 1H25, with an effective 60% rate on China by end of 2026. They see tariffs on Mexico as a potential item of negotiation and believe blanket universal tariffs are unlikely in the short term, given potential legal and Congressional hurdles.</p><p>The ability of exposed OEMs to pass on incremental cost hikes will be challenging given a US consumer already facing average monthly auto payments near historic highs. In our opinion, OEMs would face the risk of either subsidizing the tariffs through lower margins or volume decline.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/77482fc9a7a5dc4528873b316a7edd8a\" tg-width=\"676\" tg-height=\"430\"/></p><h3 id=\"id_1802991917\">States of the World</h3><p><strong>The China Case</strong>: EV adoption progresses in the US with con-tinued dependence on a China-dominated battery supply chain. This is the least-likely scenario in our opinion.</p><p><strong>The De-Risking Case</strong>: Our central case. A geographically diversified supply chain supports steady EV penetration fol-lowing a transition period. This will take significant coordination of policy action, capital deployment and innovation.</p><p><strong>The Slow EV Case</strong>: A pull-back of EV incentives and impedi-ments to onshoring means slower EV adoption, while ICE vehicles maintain higher share for longer. This case would be relatively friendlier to legacy OEMs who can have more time to architect sustainably profitable EV strategies or to return excess ICE-derived cash flows to shareholders.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b5f217be82c066e905fd10ad4c265196\" tg-width=\"727\" tg-height=\"447\"/></p><h2 id=\"id_4000121472\">Onshoring/Tariffs</h2><p><strong>Over the past few decades, the US automotive industry has benefited by a continued cycle of labor arbitrage</strong> - shifting labor within the supply chain to low cost countries in-region. In the United States, the vast majority of final OEM assembly is done domestically utilizing UAW labor. However, a bulk of Tier 1 and Tier 2 auto suppliers locate production in nearby countries such as Mexico and in Central America utilizing lower-cost, non-unionized labor. With the exception of select products, such as EV batteries or semiconductors, the auto supply base is concen-trated in-region, meaning US auto manufacturing has relatively limited direct exposure to Chinese or Asian manufacturing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d14af808e915036ef3f4d17646adef2\" tg-width=\"723\" tg-height=\"283\"/></p><p>In a standard year, the OEMs push their suppliers, many of whom sell more commoditized products, to give them gradual price-downs in order to support their own margins and offset rising labor and fixed costs. The suppliers sought to combat this downward price trend by 1) shifting their portfolios to less-commoditized, higher value-added product lines (ECU&#39;s, ADAS, adding heating/massage to seating, etc.); 2) increasing automation; 3) l abor arbitrage/moving labor to increasingly low-cost countries (US &gt; Mexico &gt; Central America, for example). However, even though these strategies have offset some of the impact from OEM price-downs and other cost inflation, most suppliers have seen their margins gradually contract over the past decade. Since 2016, the median US supplier has experienced a ~200bps EBITDA margin contraction.</p><p><strong>Expect Mexico tariffs to be a topic of significant debate throughout 2025.</strong> The greater US auto industry relies dispropor-tionately on Mexico for parts/supply sourcing as a highly developed low-cost auto supply complex. According to the US Census Bureau, Mexico is estimated to export $143bn of auto-related products to the US in FY24 (out of a total close to US$ 500bn). This includes every-thing in the autos value chain (complete vehicles, parts and bat-teries). For reference, APTV has 35 manufacturing plants and 3 technical centers in Mexico (and is one of the country’s largest pri-vate employers), ~30% of LEA’s employees are based in Mexico, and ~40-50% of AXL’s revenue is generated out of its Mexican facilities. PHIN also discloses that 90%-95% of North American OE sales are produced in Mexico.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/218864a506f5a1569fb3a54f3ad5bd20\" tg-width=\"586\" tg-height=\"444\"/></p><h2 id=\"id_2079290983\">China Export Expansion</h2><p>China&#39;s multi-decade-long growth engine has not stalled… it has reversed in terms of China profits flipping to losses and China pro-ducing nearly 9mm units more than it sells locally, a figure equal to 15% of non-China global volume. Even if these units don&#39;t end up directly on US shores, the &#39;fungibility&#39; of lost share and profit by key US players adds pressure here at home.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/adcad98c3facaa1d207533cc108315c4\" tg-width=\"477\" tg-height=\"418\"/></p><h2 id=\"id_3214012786\">Measuring the Impact of Rate Cuts on Autos</h2><p>While there can be temporary &#39;relief,&#39; we do not see rate cuts as a material driver of outperformance in the medium-term. All else being equal, rate cuts can be a positive for autos: lower consumer financing costs and pressure off leveraged balance sheets. However, the consumer outlook remains uncertain with autos still highly exposed to any cyclical turn in the economy. When looking at historical cycles, US auto stocks have modestly outperformed on average for the first 6 months following a rate cut with underper-formance in the 6 months thereafter.</p><p>We note that in looking at the prior 6 rate cutting cycles, 2001 stands out as a positive outlier… Excluding the 2001 cycle where the market was dragged lower predominately by inflated technology stocks, results are even more mixed, with underperformance on average following the first month after a rate cut. While every rate cycle is highly unique (historical average performance cannot be taken at face value), <strong>we do not see rate cuts as a material catalyst for near-term autos outperformance</strong>.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5e465bb34b0779f63a51118a71d6095a\" tg-width=\"573\" tg-height=\"400\"/></p><p>Rate cuts can marginally improve affordability... but we believe price/mix needs to decline for more significant relief to US auto consumers. For every 100 bp rate cut, we estimate the average monthly car payments should decrease ~$20 (off of $735 current average level). That&#39;s less than a 3% reduction. There is only so much interest rates can do to address unaffordability. We expect to see the trend in higher incentives (including deteriorating vehicle mix) as important to attract that marginal auto consumer.</p><h2 id=\"id_2984565507\">Capital Discipline: Autos Catching a Re-Rating?</h2><p>While 2024 has shown some promising early signs of moving the needle on capital discipline, questions remain for 2025 on whether this trend will continue. Entering 2024, we argued the auto industry could be handsomely rewarded for pulling back on bil-lions in collective EV/AV spend in favor of returning cash to share-holders and responsible organic investment. Since then, a number of companies have announced reductions to capex outlooks and corre-sponding increases to buybacks. As of 3Q24 earnings, 8/11 Suppliers &amp; OEMs have cut their outlooks (a median of 8%) for FY24 Capex since their initial targets in 4Q23. However, the corresponding impact to LTM Sergio (Mkt Cap / (Capex + R&amp;D)) or Mkt Cap / Capex ratios has yet to be seen as broader weakness in industry volumes have weighed on auto stock performance throughout this year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dbf952a6e18ee46daa9b71773adfe28f\" tg-width=\"364\" tg-height=\"289\"/></p><p>Going forward, we believe a major industry-level &#39;step change&#39; on spending may need to be catalyzed by greater industry pressure/weakness. In 2025, we would expect modest incremental adjust-ments to investment spend in the event of further volume deterioration or other industry headwinds. However, over the medium/long term, we still see the potential for significant share-holder value creation from autos companies re-thinking capital spend in the way of more strategic adjustments to core business strategies (Greater partnership with startups/China, Greater capital austerity, De-emphasizing non core businesses, etc.).</p><h2 id=\"id_891909875\">Global Auto Forecasts Update</h2><p><strong>Sales by Powertrain Forecasts- Hybrids Higher, BEVs Lower</strong></p><p><strong>BEVs</strong>: Our 2030 sales mix forecast is unchanged at 20%, representing a 17% unit sales CAGR from 2023. However, we slightly reduce our penetration assump-tions over the next few years. We now model 2025 BEV penetration at 8.5%, up from 8.0% in 2024 and 9.0% prior. For 2026, we model 9.2% penetration vs. 9.8% prior.</p><p><strong>Hybrids</strong>: We increase our 2030 PHEV sales mix forecast to 10% from 7.5%, representing a 29% unit sales CAGR from 2023. Our HEV forecasts are unchanged, with 20% penetration in 2030.</p><p><strong>ICE:</strong> Our 2030 sales mix forecast is decreased to 50% from 52.5%, representing a -5% unit sales CAGR from 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aa6bd8c51604fd52bd85f85541ab3e3f\" tg-width=\"727\" tg-height=\"253\"/></p><p><strong>Sales by Level of Autonomy Forecasts- Reducing L4 &amp; L5 Penetration Assumptions</strong></p><p><strong>L0/1/2</strong>: Forecasts are largely unchanged. We forecast the sales mix of L0 vehicles declining to 0% by 2030. We forecast the mix of L1 &amp; L2 vehicles to moderately increase y/y to ~87% in 2025 from ~85%, followed by a gradual decline through 2030 to ~77% and a more rapid decline through 2040 to effectively 0%.</p><p><strong>L4:</strong> We forecast ~1,700 vehicles sold in 2024, largely representing commercial vehicles used for Waymo, etc. By 2030, we forecast that ~138,000, or 0.8% of vehicles sold are L4, with the mix steadily rising through 2040, peaking at ~78% before declining into 2050 as more advanced L5 vehicles experience rapid growth. While our estimates for 2040-2050 are unchanged, we now incorporate a later ramp in L4 penetration. We previously estimated that 8.5% of vehicles sold in 2030 were L4.</p><p>We assume that the early versions of Tesla Robotaxi are defined as L4 given the likelihood for geofencing and/or option for some level of human override.</p><p>L5: We forecast the first L5 vehicles are sold in 2035 at &lt;10,000 vehicles. This quickly rises to 15% of sales in 2040 and 95% of sales in 2050 as consumers/OEMs are quick to adopt more advanced technology (Note, L4 autonomy would be relatively mature at this point). We previously assumed the first L5 vehicles were produced in 2028 with a more steady ramp to 15% in 2040.</p><p>We assume that to be L5, vehicles must have zero required human interaction (no steering wheel or other controls) and are able to navigate a diverse array of routes/geographies with no geofencing.</p><h2 id=\"id_4002628776\">Risk Reward - <a href=\"https://laohu8.com/S/GM\">General Motors</a></h2><p>Our $54 PT is based on a normalized earnings analysis. We assume GM normalized at~3.0mn units (ex-China) at an ATP of $45.0k, with $15.8bn of ancillary revenues. Assumes6.1% normalized adj EBlT margin, $0.2bn normalized China JV losses as well as $O.5bn of Cruise/AV losses, at a 22% tax rate. We assume $6.74 of normalized EPS and 8.0x normalized PE multiple.</p><p>Further supported by SOTP</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/36a60a043c8ff46cd5dd5a2cd4a7dc8b\" tg-width=\"693\" tg-height=\"612\"/></p><h2 id=\"id_3393174937\">Risk Reward - <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a></h2><p>Our PT of $400 is comprised of 5 components: (1) $94/share for core Tesla Auto business on5.4mm units in 2030, 9.0% WACC, 14x 2030 exit EBITDA multiple, exit EBlTDA margin of16.5%. (2) Tesla Mobility at $66 on DCF with ~139k cars at ~$1.8/mile by 2030. (3) Tesla as a3rd party supplier at $52/share. 4) Energy at $62/share,&amp; 5) Network Services at $127,15.8mm MAUs, $180 ARPU by 2030, 50% discount.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10a34ce403ba5a241b07973b25a6814f\" tg-width=\"696\" tg-height=\"649\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Names TSLA as Top Pick: The Bumpy Road to Onshoring US Autos Future</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Names TSLA as Top Pick: The Bumpy Road to Onshoring US Autos Future\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\">2024-12-17 11:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Policy changes present near-term headwinds to US EV sales but must not cede autonomous leadership to geopolitical rivals. Morgan Stanley see US SAAR &gt;16mm supported by lower rates but higher competition with tariff hikes are an inflationary wild-card. Prefer dealers to suppliers and reiterate <a href=\"https://laohu8.com/S/TSLA\">TSLA</a> as Top Pick.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b22e5897bd2958aae6a8dfbb7f3d73eb\" tg-width=\"576\" tg-height=\"183\"/></p></li></ul><p>With 2025 ushering in a new administration, we refresh our 2025 auto forecasts, review key themes, and provide a scenario analysis to help investors frame the most relevant industry debates, including EV policies, onshoring/tariffs, China export expansion and the nascent emergence of autonomous vehicles. The US election result has extended the &#39;ICE is Nice&#39; trade for a bit longer but keep on the lookout for hidden value in the EV ecosystem into the 2H. We recom-mend investors stay nimble and selective given the volatility of policy outcomes.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6e2d089177732984d4ce8364164b94d0\" tg-width=\"804\" tg-height=\"280\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/234740b3db98aa262adfafe36cc6beb0\" tg-width=\"793\" tg-height=\"520\"/></p><h3 id=\"id_3069916412\">Reiterate Tesla Top Pick, increase PT to $400 from $310</h3><p><strong>Elon Musk&#39;s entry into the political sphere has expanded investor thinking around Tesla’s fundamental outlook</strong> – TSLA shares have since responded by rallying beyond our prior $310 price target. Is the re-rating temporary… or will Tesla begin to play a greater role in the US renewable/autonomous industrial complex? From our ongoing client discussions, we hear enthusiasm for all things AI, datacenters, renewable energy, robotics and on-shoring. Investors acknowledge the importance of the United States maintaining leadership in such technologies in an increasingly competitive and complex geopolitical environment. At the same time, based on our discussions, at least, Tesla is very frequently excluded from the potential paths of expres-sion in a portfolio. After all, 80% of the company’s YTD revenues are from core autos. As we look ahead to FY25 (and over the next 4 years), we expect to see TSLA’s TAM aperture expand to far broader domains, many of which are not included in buy-side or sell-side financial models for the company.</p><p><strong>On the AV side</strong>, while a reassessment of self-driving policies at a national level could be inevitable in our view, we believe Tesla still faces significant hurdles to overcome in terms of technology, testing and permitting required for commercialization. However, we believe US states and metro areas will continue to have the greatest say on final deployment. <strong>We value Tesla Mobility (autonomous ride-share) at just over $66/share in our revised SOTP model. We do not implicitly assume mass deployment of autonomous vehicles in our Tesla Mobility forecast until beyond 2030</strong>.</p><p><strong>It is indeed difficult to quantify whether, and how, Tesla could be affected by Elon Musk’s relationship with the Trump administra-tion.</strong> And there may be a number of risks (management time, distrac-tion, potential conflicts of interest, etc). Setting the United States on a course for EV/AV/Robotics/Renewable independence is going to involve government and industrial partnership on a scale perhaps not seen in many decades. <strong>Elon Musk’s emergence from a political ‘outsider’ to having a voice in potential policies may, at some level, accelerate Tesla’s journey beyond autos.</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2ad621033bf683e742ecea2598e9181d\" tg-width=\"732\" tg-height=\"637\"/></p><p><strong>Risks to EV demand with less regulatory support: <a href=\"https://laohu8.com/S/RIVN\">RIVN</a> and <a href=\"https://laohu8.com/S/LCID\">LCID</a></strong></p><p>While Tesla may see share gain long term even with a less sup-portive EV regulatory backdrop, smaller scale EV start-ups Rivian and Lucid may see greater risks to production into an uncertain demand environment; within a range of outcomes, the removal of EV credits may pull forward demand near term (1H25) but could create an air pocket thereafter (2H25). In addition, uncertainty around regulatory credit revenues (a function of emission regulations from the EPA and CARB) which has bolstered gross margins for many EV players (including RIVN and TSLA) create additional volatility to the outlook.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/43e7f46123c49113c952492a4f6318f3\" tg-width=\"714\" tg-height=\"288\"/></p><p>We raise our <a href=\"https://laohu8.com/S/GM\">GM</a> price target to $54 (from $46 previously) while raising our bull case to $80 ($72 prior), and bear case to $36 ($32 prior). Upgrade to EW. The target increase is driven by a higher assumption of normalized EPS to $6.74 (from $5.45 previously) as we roll forward to year-end FY25 share count and lower the effective tax rate (22%). In addition, our normalized forecasts back in improved annual losses from China JVs ($0.2bn vs. $0.5bn previously) and a lower expectation of losses at Cruise ($0.5bn vs. $1bn prev) due to expected strategic/structural actions to address losses in the unit. Our normalized earnings forecast assumes BEV margins of negative 10% (approx. $2bn of losses per year). At the same time, our normalized EPS assumption assumes sustainable 12% EBIT margins for GM&#39;s ICE trucks/full-sized SUVs and 5% margins for GM&#39;s ICE cars and crossovers. Our target PE multiple applied to normalized earnings is 8x which compares to the company&#39;s long-term historical PE multiple of 7.1x.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/acde0b7ca4f1003e47bb54dcdf701376\" tg-width=\"583\" tg-height=\"387\"/></p><h2 id=\"id_2131694262\">EV Policies</h2><h3 id=\"id_3154845192\">Potential Plans and Implications</h3><p>Morgan Stanley summarizes their US Policy team&#39;s views about the potential tariff outcomes with the incoming administration:</p><p><strong>10% Universal Tariffs.</strong> President-elect Trump has sug-gested 10% tariffs on all imports; specifics remain unclear but products currently subject to tariffs may see a step up in rate.</p><p><strong>Targeted Tariffs.</strong> Tariffs directed at high-risk areas to support geopolitical &#34;de-risking&#34; have precedent across multiple administrations and have as a concept received bipartisan support. Our policy team envisions imple-mentation either focused on country of origin (i.e. China) or specific goods (high tech imports, for instance coming from China, Europe, Mexico, or elsewhere).</p><p><strong>60% Tariffs</strong> (or removing MFN status from China and/or others). Our policy team sees this case unfolding in one of two ways, either 1) the President-elect could impose 60% tariffs on all Chinese imports or 2) could attempt to revoke MFN status from China, reverting tariff levels to 40-60% (vs low-single-digit levels for MFN countries).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6a9634e9bad70045c97a158cb471d95b\" tg-width=\"514\" tg-height=\"441\"/></p><p>Relatively quick announcement and implementation. Historically, tariffs can be implemented on relatively short notice, in a matter of days or weeks between announcement and effective date. Michael Zezas and Ariana Salvatore expect that the President-elect can utilize existing executive discre-tion to ramp tariffs on China and product-specific tariffs on Europe in 1H25, with an effective 60% rate on China by end of 2026. They see tariffs on Mexico as a potential item of negotiation and believe blanket universal tariffs are unlikely in the short term, given potential legal and Congressional hurdles.</p><p>The ability of exposed OEMs to pass on incremental cost hikes will be challenging given a US consumer already facing average monthly auto payments near historic highs. In our opinion, OEMs would face the risk of either subsidizing the tariffs through lower margins or volume decline.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/77482fc9a7a5dc4528873b316a7edd8a\" tg-width=\"676\" tg-height=\"430\"/></p><h3 id=\"id_1802991917\">States of the World</h3><p><strong>The China Case</strong>: EV adoption progresses in the US with con-tinued dependence on a China-dominated battery supply chain. This is the least-likely scenario in our opinion.</p><p><strong>The De-Risking Case</strong>: Our central case. A geographically diversified supply chain supports steady EV penetration fol-lowing a transition period. This will take significant coordination of policy action, capital deployment and innovation.</p><p><strong>The Slow EV Case</strong>: A pull-back of EV incentives and impedi-ments to onshoring means slower EV adoption, while ICE vehicles maintain higher share for longer. This case would be relatively friendlier to legacy OEMs who can have more time to architect sustainably profitable EV strategies or to return excess ICE-derived cash flows to shareholders.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b5f217be82c066e905fd10ad4c265196\" tg-width=\"727\" tg-height=\"447\"/></p><h2 id=\"id_4000121472\">Onshoring/Tariffs</h2><p><strong>Over the past few decades, the US automotive industry has benefited by a continued cycle of labor arbitrage</strong> - shifting labor within the supply chain to low cost countries in-region. In the United States, the vast majority of final OEM assembly is done domestically utilizing UAW labor. However, a bulk of Tier 1 and Tier 2 auto suppliers locate production in nearby countries such as Mexico and in Central America utilizing lower-cost, non-unionized labor. With the exception of select products, such as EV batteries or semiconductors, the auto supply base is concen-trated in-region, meaning US auto manufacturing has relatively limited direct exposure to Chinese or Asian manufacturing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d14af808e915036ef3f4d17646adef2\" tg-width=\"723\" tg-height=\"283\"/></p><p>In a standard year, the OEMs push their suppliers, many of whom sell more commoditized products, to give them gradual price-downs in order to support their own margins and offset rising labor and fixed costs. The suppliers sought to combat this downward price trend by 1) shifting their portfolios to less-commoditized, higher value-added product lines (ECU&#39;s, ADAS, adding heating/massage to seating, etc.); 2) increasing automation; 3) l abor arbitrage/moving labor to increasingly low-cost countries (US &gt; Mexico &gt; Central America, for example). However, even though these strategies have offset some of the impact from OEM price-downs and other cost inflation, most suppliers have seen their margins gradually contract over the past decade. Since 2016, the median US supplier has experienced a ~200bps EBITDA margin contraction.</p><p><strong>Expect Mexico tariffs to be a topic of significant debate throughout 2025.</strong> The greater US auto industry relies dispropor-tionately on Mexico for parts/supply sourcing as a highly developed low-cost auto supply complex. According to the US Census Bureau, Mexico is estimated to export $143bn of auto-related products to the US in FY24 (out of a total close to US$ 500bn). This includes every-thing in the autos value chain (complete vehicles, parts and bat-teries). For reference, APTV has 35 manufacturing plants and 3 technical centers in Mexico (and is one of the country’s largest pri-vate employers), ~30% of LEA’s employees are based in Mexico, and ~40-50% of AXL’s revenue is generated out of its Mexican facilities. PHIN also discloses that 90%-95% of North American OE sales are produced in Mexico.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/218864a506f5a1569fb3a54f3ad5bd20\" tg-width=\"586\" tg-height=\"444\"/></p><h2 id=\"id_2079290983\">China Export Expansion</h2><p>China&#39;s multi-decade-long growth engine has not stalled… it has reversed in terms of China profits flipping to losses and China pro-ducing nearly 9mm units more than it sells locally, a figure equal to 15% of non-China global volume. Even if these units don&#39;t end up directly on US shores, the &#39;fungibility&#39; of lost share and profit by key US players adds pressure here at home.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/adcad98c3facaa1d207533cc108315c4\" tg-width=\"477\" tg-height=\"418\"/></p><h2 id=\"id_3214012786\">Measuring the Impact of Rate Cuts on Autos</h2><p>While there can be temporary &#39;relief,&#39; we do not see rate cuts as a material driver of outperformance in the medium-term. All else being equal, rate cuts can be a positive for autos: lower consumer financing costs and pressure off leveraged balance sheets. However, the consumer outlook remains uncertain with autos still highly exposed to any cyclical turn in the economy. When looking at historical cycles, US auto stocks have modestly outperformed on average for the first 6 months following a rate cut with underper-formance in the 6 months thereafter.</p><p>We note that in looking at the prior 6 rate cutting cycles, 2001 stands out as a positive outlier… Excluding the 2001 cycle where the market was dragged lower predominately by inflated technology stocks, results are even more mixed, with underperformance on average following the first month after a rate cut. While every rate cycle is highly unique (historical average performance cannot be taken at face value), <strong>we do not see rate cuts as a material catalyst for near-term autos outperformance</strong>.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5e465bb34b0779f63a51118a71d6095a\" tg-width=\"573\" tg-height=\"400\"/></p><p>Rate cuts can marginally improve affordability... but we believe price/mix needs to decline for more significant relief to US auto consumers. For every 100 bp rate cut, we estimate the average monthly car payments should decrease ~$20 (off of $735 current average level). That&#39;s less than a 3% reduction. There is only so much interest rates can do to address unaffordability. We expect to see the trend in higher incentives (including deteriorating vehicle mix) as important to attract that marginal auto consumer.</p><h2 id=\"id_2984565507\">Capital Discipline: Autos Catching a Re-Rating?</h2><p>While 2024 has shown some promising early signs of moving the needle on capital discipline, questions remain for 2025 on whether this trend will continue. Entering 2024, we argued the auto industry could be handsomely rewarded for pulling back on bil-lions in collective EV/AV spend in favor of returning cash to share-holders and responsible organic investment. Since then, a number of companies have announced reductions to capex outlooks and corre-sponding increases to buybacks. As of 3Q24 earnings, 8/11 Suppliers &amp; OEMs have cut their outlooks (a median of 8%) for FY24 Capex since their initial targets in 4Q23. However, the corresponding impact to LTM Sergio (Mkt Cap / (Capex + R&amp;D)) or Mkt Cap / Capex ratios has yet to be seen as broader weakness in industry volumes have weighed on auto stock performance throughout this year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dbf952a6e18ee46daa9b71773adfe28f\" tg-width=\"364\" tg-height=\"289\"/></p><p>Going forward, we believe a major industry-level &#39;step change&#39; on spending may need to be catalyzed by greater industry pressure/weakness. In 2025, we would expect modest incremental adjust-ments to investment spend in the event of further volume deterioration or other industry headwinds. However, over the medium/long term, we still see the potential for significant share-holder value creation from autos companies re-thinking capital spend in the way of more strategic adjustments to core business strategies (Greater partnership with startups/China, Greater capital austerity, De-emphasizing non core businesses, etc.).</p><h2 id=\"id_891909875\">Global Auto Forecasts Update</h2><p><strong>Sales by Powertrain Forecasts- Hybrids Higher, BEVs Lower</strong></p><p><strong>BEVs</strong>: Our 2030 sales mix forecast is unchanged at 20%, representing a 17% unit sales CAGR from 2023. However, we slightly reduce our penetration assump-tions over the next few years. We now model 2025 BEV penetration at 8.5%, up from 8.0% in 2024 and 9.0% prior. For 2026, we model 9.2% penetration vs. 9.8% prior.</p><p><strong>Hybrids</strong>: We increase our 2030 PHEV sales mix forecast to 10% from 7.5%, representing a 29% unit sales CAGR from 2023. Our HEV forecasts are unchanged, with 20% penetration in 2030.</p><p><strong>ICE:</strong> Our 2030 sales mix forecast is decreased to 50% from 52.5%, representing a -5% unit sales CAGR from 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aa6bd8c51604fd52bd85f85541ab3e3f\" tg-width=\"727\" tg-height=\"253\"/></p><p><strong>Sales by Level of Autonomy Forecasts- Reducing L4 &amp; L5 Penetration Assumptions</strong></p><p><strong>L0/1/2</strong>: Forecasts are largely unchanged. We forecast the sales mix of L0 vehicles declining to 0% by 2030. We forecast the mix of L1 &amp; L2 vehicles to moderately increase y/y to ~87% in 2025 from ~85%, followed by a gradual decline through 2030 to ~77% and a more rapid decline through 2040 to effectively 0%.</p><p><strong>L4:</strong> We forecast ~1,700 vehicles sold in 2024, largely representing commercial vehicles used for Waymo, etc. By 2030, we forecast that ~138,000, or 0.8% of vehicles sold are L4, with the mix steadily rising through 2040, peaking at ~78% before declining into 2050 as more advanced L5 vehicles experience rapid growth. While our estimates for 2040-2050 are unchanged, we now incorporate a later ramp in L4 penetration. We previously estimated that 8.5% of vehicles sold in 2030 were L4.</p><p>We assume that the early versions of Tesla Robotaxi are defined as L4 given the likelihood for geofencing and/or option for some level of human override.</p><p>L5: We forecast the first L5 vehicles are sold in 2035 at &lt;10,000 vehicles. This quickly rises to 15% of sales in 2040 and 95% of sales in 2050 as consumers/OEMs are quick to adopt more advanced technology (Note, L4 autonomy would be relatively mature at this point). We previously assumed the first L5 vehicles were produced in 2028 with a more steady ramp to 15% in 2040.</p><p>We assume that to be L5, vehicles must have zero required human interaction (no steering wheel or other controls) and are able to navigate a diverse array of routes/geographies with no geofencing.</p><h2 id=\"id_4002628776\">Risk Reward - <a href=\"https://laohu8.com/S/GM\">General Motors</a></h2><p>Our $54 PT is based on a normalized earnings analysis. We assume GM normalized at~3.0mn units (ex-China) at an ATP of $45.0k, with $15.8bn of ancillary revenues. Assumes6.1% normalized adj EBlT margin, $0.2bn normalized China JV losses as well as $O.5bn of Cruise/AV losses, at a 22% tax rate. We assume $6.74 of normalized EPS and 8.0x normalized PE multiple.</p><p>Further supported by SOTP</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/36a60a043c8ff46cd5dd5a2cd4a7dc8b\" tg-width=\"693\" tg-height=\"612\"/></p><h2 id=\"id_3393174937\">Risk Reward - <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a></h2><p>Our PT of $400 is comprised of 5 components: (1) $94/share for core Tesla Auto business on5.4mm units in 2030, 9.0% WACC, 14x 2030 exit EBITDA multiple, exit EBlTDA margin of16.5%. (2) Tesla Mobility at $66 on DCF with ~139k cars at ~$1.8/mile by 2030. (3) Tesla as a3rd party supplier at $52/share. 4) Energy at $62/share,&amp; 5) Network Services at $127,15.8mm MAUs, $180 ARPU by 2030, 50% discount.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10a34ce403ba5a241b07973b25a6814f\" tg-width=\"696\" tg-height=\"649\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","GM":"通用汽车","LCID":"Lucid Group Inc","F":"福特汽车","RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181680400","content_text":"Policy changes present near-term headwinds to US EV sales but must not cede autonomous leadership to geopolitical rivals. Morgan Stanley see US SAAR >16mm supported by lower rates but higher competition with tariff hikes are an inflationary wild-card. Prefer dealers to suppliers and reiterate TSLA as Top Pick.With 2025 ushering in a new administration, we refresh our 2025 auto forecasts, review key themes, and provide a scenario analysis to help investors frame the most relevant industry debates, including EV policies, onshoring/tariffs, China export expansion and the nascent emergence of autonomous vehicles. The US election result has extended the 'ICE is Nice' trade for a bit longer but keep on the lookout for hidden value in the EV ecosystem into the 2H. We recom-mend investors stay nimble and selective given the volatility of policy outcomes.Reiterate Tesla Top Pick, increase PT to $400 from $310Elon Musk's entry into the political sphere has expanded investor thinking around Tesla’s fundamental outlook – TSLA shares have since responded by rallying beyond our prior $310 price target. Is the re-rating temporary… or will Tesla begin to play a greater role in the US renewable/autonomous industrial complex? From our ongoing client discussions, we hear enthusiasm for all things AI, datacenters, renewable energy, robotics and on-shoring. Investors acknowledge the importance of the United States maintaining leadership in such technologies in an increasingly competitive and complex geopolitical environment. At the same time, based on our discussions, at least, Tesla is very frequently excluded from the potential paths of expres-sion in a portfolio. After all, 80% of the company’s YTD revenues are from core autos. As we look ahead to FY25 (and over the next 4 years), we expect to see TSLA’s TAM aperture expand to far broader domains, many of which are not included in buy-side or sell-side financial models for the company.On the AV side, while a reassessment of self-driving policies at a national level could be inevitable in our view, we believe Tesla still faces significant hurdles to overcome in terms of technology, testing and permitting required for commercialization. However, we believe US states and metro areas will continue to have the greatest say on final deployment. We value Tesla Mobility (autonomous ride-share) at just over $66/share in our revised SOTP model. We do not implicitly assume mass deployment of autonomous vehicles in our Tesla Mobility forecast until beyond 2030.It is indeed difficult to quantify whether, and how, Tesla could be affected by Elon Musk’s relationship with the Trump administra-tion. And there may be a number of risks (management time, distrac-tion, potential conflicts of interest, etc). Setting the United States on a course for EV/AV/Robotics/Renewable independence is going to involve government and industrial partnership on a scale perhaps not seen in many decades. Elon Musk’s emergence from a political ‘outsider’ to having a voice in potential policies may, at some level, accelerate Tesla’s journey beyond autos.Risks to EV demand with less regulatory support: RIVN and LCIDWhile Tesla may see share gain long term even with a less sup-portive EV regulatory backdrop, smaller scale EV start-ups Rivian and Lucid may see greater risks to production into an uncertain demand environment; within a range of outcomes, the removal of EV credits may pull forward demand near term (1H25) but could create an air pocket thereafter (2H25). In addition, uncertainty around regulatory credit revenues (a function of emission regulations from the EPA and CARB) which has bolstered gross margins for many EV players (including RIVN and TSLA) create additional volatility to the outlook.We raise our GM price target to $54 (from $46 previously) while raising our bull case to $80 ($72 prior), and bear case to $36 ($32 prior). Upgrade to EW. The target increase is driven by a higher assumption of normalized EPS to $6.74 (from $5.45 previously) as we roll forward to year-end FY25 share count and lower the effective tax rate (22%). In addition, our normalized forecasts back in improved annual losses from China JVs ($0.2bn vs. $0.5bn previously) and a lower expectation of losses at Cruise ($0.5bn vs. $1bn prev) due to expected strategic/structural actions to address losses in the unit. Our normalized earnings forecast assumes BEV margins of negative 10% (approx. $2bn of losses per year). At the same time, our normalized EPS assumption assumes sustainable 12% EBIT margins for GM's ICE trucks/full-sized SUVs and 5% margins for GM's ICE cars and crossovers. Our target PE multiple applied to normalized earnings is 8x which compares to the company's long-term historical PE multiple of 7.1x.EV PoliciesPotential Plans and ImplicationsMorgan Stanley summarizes their US Policy team's views about the potential tariff outcomes with the incoming administration:10% Universal Tariffs. President-elect Trump has sug-gested 10% tariffs on all imports; specifics remain unclear but products currently subject to tariffs may see a step up in rate.Targeted Tariffs. Tariffs directed at high-risk areas to support geopolitical \"de-risking\" have precedent across multiple administrations and have as a concept received bipartisan support. Our policy team envisions imple-mentation either focused on country of origin (i.e. China) or specific goods (high tech imports, for instance coming from China, Europe, Mexico, or elsewhere).60% Tariffs (or removing MFN status from China and/or others). Our policy team sees this case unfolding in one of two ways, either 1) the President-elect could impose 60% tariffs on all Chinese imports or 2) could attempt to revoke MFN status from China, reverting tariff levels to 40-60% (vs low-single-digit levels for MFN countries).Relatively quick announcement and implementation. Historically, tariffs can be implemented on relatively short notice, in a matter of days or weeks between announcement and effective date. Michael Zezas and Ariana Salvatore expect that the President-elect can utilize existing executive discre-tion to ramp tariffs on China and product-specific tariffs on Europe in 1H25, with an effective 60% rate on China by end of 2026. They see tariffs on Mexico as a potential item of negotiation and believe blanket universal tariffs are unlikely in the short term, given potential legal and Congressional hurdles.The ability of exposed OEMs to pass on incremental cost hikes will be challenging given a US consumer already facing average monthly auto payments near historic highs. In our opinion, OEMs would face the risk of either subsidizing the tariffs through lower margins or volume decline.States of the WorldThe China Case: EV adoption progresses in the US with con-tinued dependence on a China-dominated battery supply chain. This is the least-likely scenario in our opinion.The De-Risking Case: Our central case. A geographically diversified supply chain supports steady EV penetration fol-lowing a transition period. This will take significant coordination of policy action, capital deployment and innovation.The Slow EV Case: A pull-back of EV incentives and impedi-ments to onshoring means slower EV adoption, while ICE vehicles maintain higher share for longer. This case would be relatively friendlier to legacy OEMs who can have more time to architect sustainably profitable EV strategies or to return excess ICE-derived cash flows to shareholders.Onshoring/TariffsOver the past few decades, the US automotive industry has benefited by a continued cycle of labor arbitrage - shifting labor within the supply chain to low cost countries in-region. In the United States, the vast majority of final OEM assembly is done domestically utilizing UAW labor. However, a bulk of Tier 1 and Tier 2 auto suppliers locate production in nearby countries such as Mexico and in Central America utilizing lower-cost, non-unionized labor. With the exception of select products, such as EV batteries or semiconductors, the auto supply base is concen-trated in-region, meaning US auto manufacturing has relatively limited direct exposure to Chinese or Asian manufacturing.In a standard year, the OEMs push their suppliers, many of whom sell more commoditized products, to give them gradual price-downs in order to support their own margins and offset rising labor and fixed costs. The suppliers sought to combat this downward price trend by 1) shifting their portfolios to less-commoditized, higher value-added product lines (ECU's, ADAS, adding heating/massage to seating, etc.); 2) increasing automation; 3) l abor arbitrage/moving labor to increasingly low-cost countries (US > Mexico > Central America, for example). However, even though these strategies have offset some of the impact from OEM price-downs and other cost inflation, most suppliers have seen their margins gradually contract over the past decade. Since 2016, the median US supplier has experienced a ~200bps EBITDA margin contraction.Expect Mexico tariffs to be a topic of significant debate throughout 2025. The greater US auto industry relies dispropor-tionately on Mexico for parts/supply sourcing as a highly developed low-cost auto supply complex. According to the US Census Bureau, Mexico is estimated to export $143bn of auto-related products to the US in FY24 (out of a total close to US$ 500bn). This includes every-thing in the autos value chain (complete vehicles, parts and bat-teries). For reference, APTV has 35 manufacturing plants and 3 technical centers in Mexico (and is one of the country’s largest pri-vate employers), ~30% of LEA’s employees are based in Mexico, and ~40-50% of AXL’s revenue is generated out of its Mexican facilities. PHIN also discloses that 90%-95% of North American OE sales are produced in Mexico.China Export ExpansionChina's multi-decade-long growth engine has not stalled… it has reversed in terms of China profits flipping to losses and China pro-ducing nearly 9mm units more than it sells locally, a figure equal to 15% of non-China global volume. Even if these units don't end up directly on US shores, the 'fungibility' of lost share and profit by key US players adds pressure here at home.Measuring the Impact of Rate Cuts on AutosWhile there can be temporary 'relief,' we do not see rate cuts as a material driver of outperformance in the medium-term. All else being equal, rate cuts can be a positive for autos: lower consumer financing costs and pressure off leveraged balance sheets. However, the consumer outlook remains uncertain with autos still highly exposed to any cyclical turn in the economy. When looking at historical cycles, US auto stocks have modestly outperformed on average for the first 6 months following a rate cut with underper-formance in the 6 months thereafter.We note that in looking at the prior 6 rate cutting cycles, 2001 stands out as a positive outlier… Excluding the 2001 cycle where the market was dragged lower predominately by inflated technology stocks, results are even more mixed, with underperformance on average following the first month after a rate cut. While every rate cycle is highly unique (historical average performance cannot be taken at face value), we do not see rate cuts as a material catalyst for near-term autos outperformance.Rate cuts can marginally improve affordability... but we believe price/mix needs to decline for more significant relief to US auto consumers. For every 100 bp rate cut, we estimate the average monthly car payments should decrease ~$20 (off of $735 current average level). That's less than a 3% reduction. There is only so much interest rates can do to address unaffordability. We expect to see the trend in higher incentives (including deteriorating vehicle mix) as important to attract that marginal auto consumer.Capital Discipline: Autos Catching a Re-Rating?While 2024 has shown some promising early signs of moving the needle on capital discipline, questions remain for 2025 on whether this trend will continue. Entering 2024, we argued the auto industry could be handsomely rewarded for pulling back on bil-lions in collective EV/AV spend in favor of returning cash to share-holders and responsible organic investment. Since then, a number of companies have announced reductions to capex outlooks and corre-sponding increases to buybacks. As of 3Q24 earnings, 8/11 Suppliers & OEMs have cut their outlooks (a median of 8%) for FY24 Capex since their initial targets in 4Q23. However, the corresponding impact to LTM Sergio (Mkt Cap / (Capex + R&D)) or Mkt Cap / Capex ratios has yet to be seen as broader weakness in industry volumes have weighed on auto stock performance throughout this year.Going forward, we believe a major industry-level 'step change' on spending may need to be catalyzed by greater industry pressure/weakness. In 2025, we would expect modest incremental adjust-ments to investment spend in the event of further volume deterioration or other industry headwinds. However, over the medium/long term, we still see the potential for significant share-holder value creation from autos companies re-thinking capital spend in the way of more strategic adjustments to core business strategies (Greater partnership with startups/China, Greater capital austerity, De-emphasizing non core businesses, etc.).Global Auto Forecasts UpdateSales by Powertrain Forecasts- Hybrids Higher, BEVs LowerBEVs: Our 2030 sales mix forecast is unchanged at 20%, representing a 17% unit sales CAGR from 2023. However, we slightly reduce our penetration assump-tions over the next few years. We now model 2025 BEV penetration at 8.5%, up from 8.0% in 2024 and 9.0% prior. For 2026, we model 9.2% penetration vs. 9.8% prior.Hybrids: We increase our 2030 PHEV sales mix forecast to 10% from 7.5%, representing a 29% unit sales CAGR from 2023. Our HEV forecasts are unchanged, with 20% penetration in 2030.ICE: Our 2030 sales mix forecast is decreased to 50% from 52.5%, representing a -5% unit sales CAGR from 2023.Sales by Level of Autonomy Forecasts- Reducing L4 & L5 Penetration AssumptionsL0/1/2: Forecasts are largely unchanged. We forecast the sales mix of L0 vehicles declining to 0% by 2030. We forecast the mix of L1 & L2 vehicles to moderately increase y/y to ~87% in 2025 from ~85%, followed by a gradual decline through 2030 to ~77% and a more rapid decline through 2040 to effectively 0%.L4: We forecast ~1,700 vehicles sold in 2024, largely representing commercial vehicles used for Waymo, etc. By 2030, we forecast that ~138,000, or 0.8% of vehicles sold are L4, with the mix steadily rising through 2040, peaking at ~78% before declining into 2050 as more advanced L5 vehicles experience rapid growth. While our estimates for 2040-2050 are unchanged, we now incorporate a later ramp in L4 penetration. We previously estimated that 8.5% of vehicles sold in 2030 were L4.We assume that the early versions of Tesla Robotaxi are defined as L4 given the likelihood for geofencing and/or option for some level of human override.L5: We forecast the first L5 vehicles are sold in 2035 at <10,000 vehicles. This quickly rises to 15% of sales in 2040 and 95% of sales in 2050 as consumers/OEMs are quick to adopt more advanced technology (Note, L4 autonomy would be relatively mature at this point). We previously assumed the first L5 vehicles were produced in 2028 with a more steady ramp to 15% in 2040.We assume that to be L5, vehicles must have zero required human interaction (no steering wheel or other controls) and are able to navigate a diverse array of routes/geographies with no geofencing.Risk Reward - General MotorsOur $54 PT is based on a normalized earnings analysis. We assume GM normalized at~3.0mn units (ex-China) at an ATP of $45.0k, with $15.8bn of ancillary revenues. Assumes6.1% normalized adj EBlT margin, $0.2bn normalized China JV losses as well as $O.5bn of Cruise/AV losses, at a 22% tax rate. We assume $6.74 of normalized EPS and 8.0x normalized PE multiple.Further supported by SOTPRisk Reward - Tesla IncOur PT of $400 is comprised of 5 components: (1) $94/share for core Tesla Auto business on5.4mm units in 2030, 9.0% WACC, 14x 2030 exit EBITDA multiple, exit EBlTDA margin of16.5%. (2) Tesla Mobility at $66 on DCF with ~139k cars at ~$1.8/mile by 2030. (3) Tesla as a3rd party supplier at $52/share. 4) Energy at $62/share,& 5) Network Services at $127,15.8mm MAUs, $180 ARPU by 2030, 50% discount.","news_type":1,"symbols_score_info":{"F":1.1,"RIVN":1.1,"GM":1.1,"LCID":1.1,"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":2966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382454845272456,"gmtCreate":1734350691725,"gmtModify":1734350693725,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382454845272456","repostId":"2491338666","repostType":4,"isVote":1,"tweetType":1,"viewCount":2418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382181998608784,"gmtCreate":1734350292020,"gmtModify":1734350295829,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382181998608784","repostId":"1116250698","repostType":4,"repost":{"id":"1116250698","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1734347671,"share":"https://ttm.financial/m/news/1116250698?lang=en_US&edition=fundamental","pubTime":"2024-12-16 19:14","market":"sh","language":"en","title":"Trump Transition Team Plans Sweeping Rollback of Biden EV, Emissions Policies","url":"https://stock-news.laohu8.com/highlight/detail?id=1116250698","media":"Reuters","summary":"Dec 16 (Reuters) - Incoming U.S. President Donald Trump’s transition team is recommending sweeping changes to cut off support for electric vehicles and charging stations and to strengthen measures blo","content":"<html><head></head><body><p>Dec 16 (Reuters) - Incoming U.S. President Donald Trump’s transition team is recommending sweeping changes to cut off support for electric vehicles and charging stations and to strengthen measures blocking cars, components and battery materials from China, according to a document seen by Reuters.</p><p>The recommendations, which have not been previously reported, come as the U.S. electric-vehicle transition stalls and China’s heavily subsidized EV industry continues to surge, in part because of its superior battery supply chain. On the campaign trail, Trump vowed to ease regulations on fossil-fuel cars and roll back what he called President Joe Biden’s EV mandate.</p><p>The transition team also recommends imposing tariffs on all battery materials globally, a bid to boost U.S. production, and then negotiating individual exemptions with allies, the document shows.</p><p>Taken together, the recommendations are a stark departure from Biden administration policy, which sought to balance encouraging a domestic battery supply chain, separate from China, with a rapid EV transition. The transition-team plan would redirect money now flowing to building charging stations and making EVs affordable into national-defense priorities, including securing China-free supplies of batteries and the critical minerals to build them.</p><p>The proposals came from a Trump transition team charged with crafting a strategy for swift implementation of new automotive policies. The team also calls for eliminating the Biden administration’s $7,500 tax credit for consumer EV purchases, a plan that Reuters first reported last month. The policies could strike a blow to U.S. EV sales and production at a time when many legacy automakers, including General Motors and Hyundai have recently introduced a wider array of electric offerings to the U.S. market.</p><p>Cutting government EV support could also hurt sales of Elon Musk’s Tesla, the dominant U.S. EV seller. But Musk, who spent more than a quarter-billion dollars helping to elect Trump, has said that losing subsidies would hurt rivals more than Tesla.</p><p>The transition team calls for clawing back whatever funds remain from Biden’s $7.5 billion plan to build charging stations and shifting the money to battery-minerals processing and the &#34;national defense supply chain and critical infrastructure.”</p><p>While batteries, minerals and other EV components are “critical to defense production,” electric vehicles “and charging stations are not,” the document says.</p><p>The Defense Department in recent years has highlighted U.S. strategic vulnerabilities because of China’s dominance of the mining and refining of critical minerals, including graphite and lithium needed for batteries, and rare-earth metals used in both EV motors and military aircraft.</p><p>A 2021 government report said the U.S. military faces “escalating power requirements” for weapons and communication equipment, among other technologies. “Assured sources of critical minerals and materials” are “critical to U.S. national security,” the report found.</p><p>Trump transition spokeswoman Karoline Leavitt said voters gave Trump a mandate to deliver on campaign promises, including stopping government attacks on gas-powered cars.</p><p>&#34;When he takes office, President Trump will support the auto industry, allowing space for both gas-powered cars and electric vehicles,&#34; Leavitt said in a statement.</p><h2 id=\"id_3405983893\" style=\"text-align: start;\">ALLOWING MORE TAILPIPE POLLUTION</h2><p>Automakers globally have been shifting toward electric vehicles in part to comply with stricter government limits on climate-damaging tailpipe pollution.</p><p>But the transition team recommendations would allow automakers to produce more gas-powered vehicles by rolling back emissions and fuel-economy standards championed by the Biden administration. The transition team proposes shifting those regulations back to 2019 levels, which would allow an average of about 25% more emissions per vehicle mile than the current 2025 limits and average fuel economy to be about 15% lower.</p><p>The proposal also recommends blocking California from setting its own, stricter vehicle-emissions standards, which more than a dozen other states have adopted. Trump barred California from setting tougher requirements during his first term, a policy that Biden reversed.</p><p>California has asked the U.S. Environmental Protection Agency for another waiver to incorporate a stronger set of requirements beginning in 2026, which would eventually require all vehicles to be electric, plug-in hybrid or hydrogen-powered by 2035. The Biden administration’s EPA has not approved California’s request.</p><p>Many of the transition-team proposals appear aimed at encouraging domestic battery production, primarily for defense-related interests. Others appear aimed at protecting automakers, even those producing EVs, in the United States.</p><p>The proposals include:</p><p>– Instituting tariffs on “EV supply chain” imports including batteries, critical minerals and charging components. The proposal viewed by Reuters said the administration should use Section 232 tariffs, which target national security threats, to limit imports of such products.</p><p>The Biden administration recently increased tariffs on Chinese imports of several mentioned in the Trump-transition document, including lithium-ion batteries, graphite and “permanent magnets” used in EV motors and military applications. Those tariffs were issued on economic rather than security grounds.</p><p>– Waiving environmental reviews to speed up “federally funded EV infrastructure projects,” including battery recycling and production, charging stations and critical mineral manufacturing.</p><p>– Expanding export restrictions on EV battery technology to adversarial nations.</p><p>– Providing support for exports of U.S.-made EV batteries through the Export-Import Bank of the United States.</p><p>– Using tariffs as a “negotiating tool” to open foreign markets to U.S. auto exports, including EVs.</p><p>– Eliminating requirements that federal agencies purchase EVs. A Biden policy requires all federal acquisitions of cars and smaller trucks to be zero-emission vehicles by the end of 2027.</p><p>– Ending DOD programs aimed at purchasing or developing electric military vehicles.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump Transition Team Plans Sweeping Rollback of Biden EV, Emissions Policies</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\">\nTrump Transition Team Plans Sweeping Rollback of Biden EV, Emissions Policies\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-12-16 19:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Dec 16 (Reuters) - Incoming U.S. President Donald Trump’s transition team is recommending sweeping changes to cut off support for electric vehicles and charging stations and to strengthen measures blocking cars, components and battery materials from China, according to a document seen by Reuters.</p><p>The recommendations, which have not been previously reported, come as the U.S. electric-vehicle transition stalls and China’s heavily subsidized EV industry continues to surge, in part because of its superior battery supply chain. On the campaign trail, Trump vowed to ease regulations on fossil-fuel cars and roll back what he called President Joe Biden’s EV mandate.</p><p>The transition team also recommends imposing tariffs on all battery materials globally, a bid to boost U.S. production, and then negotiating individual exemptions with allies, the document shows.</p><p>Taken together, the recommendations are a stark departure from Biden administration policy, which sought to balance encouraging a domestic battery supply chain, separate from China, with a rapid EV transition. The transition-team plan would redirect money now flowing to building charging stations and making EVs affordable into national-defense priorities, including securing China-free supplies of batteries and the critical minerals to build them.</p><p>The proposals came from a Trump transition team charged with crafting a strategy for swift implementation of new automotive policies. The team also calls for eliminating the Biden administration’s $7,500 tax credit for consumer EV purchases, a plan that Reuters first reported last month. The policies could strike a blow to U.S. EV sales and production at a time when many legacy automakers, including General Motors and Hyundai have recently introduced a wider array of electric offerings to the U.S. market.</p><p>Cutting government EV support could also hurt sales of Elon Musk’s Tesla, the dominant U.S. EV seller. But Musk, who spent more than a quarter-billion dollars helping to elect Trump, has said that losing subsidies would hurt rivals more than Tesla.</p><p>The transition team calls for clawing back whatever funds remain from Biden’s $7.5 billion plan to build charging stations and shifting the money to battery-minerals processing and the &#34;national defense supply chain and critical infrastructure.”</p><p>While batteries, minerals and other EV components are “critical to defense production,” electric vehicles “and charging stations are not,” the document says.</p><p>The Defense Department in recent years has highlighted U.S. strategic vulnerabilities because of China’s dominance of the mining and refining of critical minerals, including graphite and lithium needed for batteries, and rare-earth metals used in both EV motors and military aircraft.</p><p>A 2021 government report said the U.S. military faces “escalating power requirements” for weapons and communication equipment, among other technologies. “Assured sources of critical minerals and materials” are “critical to U.S. national security,” the report found.</p><p>Trump transition spokeswoman Karoline Leavitt said voters gave Trump a mandate to deliver on campaign promises, including stopping government attacks on gas-powered cars.</p><p>&#34;When he takes office, President Trump will support the auto industry, allowing space for both gas-powered cars and electric vehicles,&#34; Leavitt said in a statement.</p><h2 id=\"id_3405983893\" style=\"text-align: start;\">ALLOWING MORE TAILPIPE POLLUTION</h2><p>Automakers globally have been shifting toward electric vehicles in part to comply with stricter government limits on climate-damaging tailpipe pollution.</p><p>But the transition team recommendations would allow automakers to produce more gas-powered vehicles by rolling back emissions and fuel-economy standards championed by the Biden administration. The transition team proposes shifting those regulations back to 2019 levels, which would allow an average of about 25% more emissions per vehicle mile than the current 2025 limits and average fuel economy to be about 15% lower.</p><p>The proposal also recommends blocking California from setting its own, stricter vehicle-emissions standards, which more than a dozen other states have adopted. Trump barred California from setting tougher requirements during his first term, a policy that Biden reversed.</p><p>California has asked the U.S. Environmental Protection Agency for another waiver to incorporate a stronger set of requirements beginning in 2026, which would eventually require all vehicles to be electric, plug-in hybrid or hydrogen-powered by 2035. The Biden administration’s EPA has not approved California’s request.</p><p>Many of the transition-team proposals appear aimed at encouraging domestic battery production, primarily for defense-related interests. Others appear aimed at protecting automakers, even those producing EVs, in the United States.</p><p>The proposals include:</p><p>– Instituting tariffs on “EV supply chain” imports including batteries, critical minerals and charging components. The proposal viewed by Reuters said the administration should use Section 232 tariffs, which target national security threats, to limit imports of such products.</p><p>The Biden administration recently increased tariffs on Chinese imports of several mentioned in the Trump-transition document, including lithium-ion batteries, graphite and “permanent magnets” used in EV motors and military applications. Those tariffs were issued on economic rather than security grounds.</p><p>– Waiving environmental reviews to speed up “federally funded EV infrastructure projects,” including battery recycling and production, charging stations and critical mineral manufacturing.</p><p>– Expanding export restrictions on EV battery technology to adversarial nations.</p><p>– Providing support for exports of U.S.-made EV batteries through the Export-Import Bank of the United States.</p><p>– Using tariffs as a “negotiating tool” to open foreign markets to U.S. auto exports, including EVs.</p><p>– Eliminating requirements that federal agencies purchase EVs. A Biden policy requires all federal acquisitions of cars and smaller trucks to be zero-emission vehicles by the end of 2027.</p><p>– Ending DOD programs aimed at purchasing or developing electric military vehicles.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BLNK":"Blink Charging","CHPT":"ChargePoint Holdings Inc.","LCID":"Lucid Group Inc","NIO":"蔚来","RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉","XPEV":"小鹏汽车","LI":"理想汽车","01211":"比亚迪股份","EVGO":"EVgo Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116250698","content_text":"Dec 16 (Reuters) - Incoming U.S. President Donald Trump’s transition team is recommending sweeping changes to cut off support for electric vehicles and charging stations and to strengthen measures blocking cars, components and battery materials from China, according to a document seen by Reuters.The recommendations, which have not been previously reported, come as the U.S. electric-vehicle transition stalls and China’s heavily subsidized EV industry continues to surge, in part because of its superior battery supply chain. On the campaign trail, Trump vowed to ease regulations on fossil-fuel cars and roll back what he called President Joe Biden’s EV mandate.The transition team also recommends imposing tariffs on all battery materials globally, a bid to boost U.S. production, and then negotiating individual exemptions with allies, the document shows.Taken together, the recommendations are a stark departure from Biden administration policy, which sought to balance encouraging a domestic battery supply chain, separate from China, with a rapid EV transition. The transition-team plan would redirect money now flowing to building charging stations and making EVs affordable into national-defense priorities, including securing China-free supplies of batteries and the critical minerals to build them.The proposals came from a Trump transition team charged with crafting a strategy for swift implementation of new automotive policies. The team also calls for eliminating the Biden administration’s $7,500 tax credit for consumer EV purchases, a plan that Reuters first reported last month. The policies could strike a blow to U.S. EV sales and production at a time when many legacy automakers, including General Motors and Hyundai have recently introduced a wider array of electric offerings to the U.S. market.Cutting government EV support could also hurt sales of Elon Musk’s Tesla, the dominant U.S. EV seller. But Musk, who spent more than a quarter-billion dollars helping to elect Trump, has said that losing subsidies would hurt rivals more than Tesla.The transition team calls for clawing back whatever funds remain from Biden’s $7.5 billion plan to build charging stations and shifting the money to battery-minerals processing and the \"national defense supply chain and critical infrastructure.”While batteries, minerals and other EV components are “critical to defense production,” electric vehicles “and charging stations are not,” the document says.The Defense Department in recent years has highlighted U.S. strategic vulnerabilities because of China’s dominance of the mining and refining of critical minerals, including graphite and lithium needed for batteries, and rare-earth metals used in both EV motors and military aircraft.A 2021 government report said the U.S. military faces “escalating power requirements” for weapons and communication equipment, among other technologies. “Assured sources of critical minerals and materials” are “critical to U.S. national security,” the report found.Trump transition spokeswoman Karoline Leavitt said voters gave Trump a mandate to deliver on campaign promises, including stopping government attacks on gas-powered cars.\"When he takes office, President Trump will support the auto industry, allowing space for both gas-powered cars and electric vehicles,\" Leavitt said in a statement.ALLOWING MORE TAILPIPE POLLUTIONAutomakers globally have been shifting toward electric vehicles in part to comply with stricter government limits on climate-damaging tailpipe pollution.But the transition team recommendations would allow automakers to produce more gas-powered vehicles by rolling back emissions and fuel-economy standards championed by the Biden administration. The transition team proposes shifting those regulations back to 2019 levels, which would allow an average of about 25% more emissions per vehicle mile than the current 2025 limits and average fuel economy to be about 15% lower.The proposal also recommends blocking California from setting its own, stricter vehicle-emissions standards, which more than a dozen other states have adopted. Trump barred California from setting tougher requirements during his first term, a policy that Biden reversed.California has asked the U.S. Environmental Protection Agency for another waiver to incorporate a stronger set of requirements beginning in 2026, which would eventually require all vehicles to be electric, plug-in hybrid or hydrogen-powered by 2035. The Biden administration’s EPA has not approved California’s request.Many of the transition-team proposals appear aimed at encouraging domestic battery production, primarily for defense-related interests. Others appear aimed at protecting automakers, even those producing EVs, in the United States.The proposals include:– Instituting tariffs on “EV supply chain” imports including batteries, critical minerals and charging components. The proposal viewed by Reuters said the administration should use Section 232 tariffs, which target national security threats, to limit imports of such products.The Biden administration recently increased tariffs on Chinese imports of several mentioned in the Trump-transition document, including lithium-ion batteries, graphite and “permanent magnets” used in EV motors and military applications. Those tariffs were issued on economic rather than security grounds.– Waiving environmental reviews to speed up “federally funded EV infrastructure projects,” including battery recycling and production, charging stations and critical mineral manufacturing.– Expanding export restrictions on EV battery technology to adversarial nations.– Providing support for exports of U.S.-made EV batteries through the Export-Import Bank of the United States.– Using tariffs as a “negotiating tool” to open foreign markets to U.S. auto exports, including EVs.– Eliminating requirements that federal agencies purchase EVs. A Biden policy requires all federal acquisitions of cars and smaller trucks to be zero-emission vehicles by the end of 2027.– Ending DOD programs aimed at purchasing or developing electric military vehicles.","news_type":1,"symbols_score_info":{"NIO":1.1,"01211":1.1,"CHPT":1.1,"EVGO":1.1,"XPEV":1.1,"BLNK":1.1,"RIVN":1.1,"LI":1.1,"LCID":1.1,"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":2837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382216332370072,"gmtCreate":1734294787970,"gmtModify":1734294791877,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382216332370072","repostId":"381219867439232","repostType":1,"repost":{"id":381219867439232,"gmtCreate":1734095173779,"gmtModify":1734120604474,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"Which Companies Are Essential to Your Daily Life?","htmlText":"In daily life, major tech giants are everywhere. For example, I use <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> products like iPhones, computers, and headphones, which are indispensable for my work. The same goes for <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> system, as I rely on Word, Excel, Outlook, and other tools—essential for anyone working in an office. <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> is even more unavoidable; the moment you open a browser at work, you’re likely visiting Google. After work, buying books or shopping often involves <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> , though for Chinese users, Taobao of <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> is more commonly used.For transportation","listText":"In daily life, major tech giants are everywhere. For example, I use <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> products like iPhones, computers, and headphones, which are indispensable for my work. The same goes for <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> system, as I rely on Word, Excel, Outlook, and other tools—essential for anyone working in an office. <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> is even more unavoidable; the moment you open a browser at work, you’re likely visiting Google. After work, buying books or shopping often involves <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> , though for Chinese users, Taobao of <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> is more commonly used.For transportation","text":"In daily life, major tech giants are everywhere. For example, I use $Apple(AAPL)$ products like iPhones, computers, and headphones, which are indispensable for my work. The same goes for $Microsoft(MSFT)$ system, as I rely on Word, Excel, Outlook, and other tools—essential for anyone working in an office. $Alphabet(GOOG)$ is even more unavoidable; the moment you open a browser at work, you’re likely visiting Google. After work, buying books or shopping often involves $Amazon.com(AMZN)$ , though for Chinese users, Taobao of $Alibaba(BABA)$ is more commonly used.For transportation","images":[{"img":"https://community-static.tradeup.com/news/92709a46e8f470f744beb68f8cac3206","width":"795","height":"282"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381219867439232","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382022767607808,"gmtCreate":1734248059721,"gmtModify":1734248063262,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382022767607808","repostId":"1163953761","repostType":4,"repost":{"id":"1163953761","kind":"news","pubTimestamp":1734223618,"share":"https://ttm.financial/m/news/1163953761?lang=en_US&edition=fundamental","pubTime":"2024-12-15 08:46","market":"us","language":"en","title":"Xiaomi’s 101% Rally Puts EV Dark Horse on Brink of Stock Record","url":"https://stock-news.laohu8.com/highlight/detail?id=1163953761","media":"Tiger Newspress","summary":"‘Few believed’ EV push would succeed: Huatai Asset HK’s FengLaunch of YU7 SUV in 2025 could provide next big stock boostXiaomi Corp. is rapidly closing in on a new all-time-high share price, having cr","content":"<html><head></head><body><ul style=\"\"><li><p>‘Few believed’ EV push would succeed: Huatai Asset HK’s Feng</p></li><li><p>Launch of YU7 SUV in 2025 could provide next big stock boost</p></li></ul><p>Xiaomi Corp. is rapidly closing in on a new all-time-high share price, having cracked the crowded market for electric vehicles in a repeat of its earlier success with smartphones.</p><p>Its stock has surged 101% this year, outpacing global peers, on the company’s surprisingly quick rise in China’s EV market to challenge leaders BYD Co. and Tesla Inc. The next big leg up may come as Xiaomi prepares for the possible summer launch of its next model, a pure electric sport utility vehicle.</p><p>Investors are hoping to see a similar trajectory to when Xiaomi launched its first smartphone in 2011 and grew within a few years to rival Apple Inc. and Samsung Electronics Co., making its founder Lei Jun a billionaire in the process. Xiaomi’s Hong Kong-listed shares are now about 10% away from their 2021 peak.</p><p>“Xiaomi is the dark horse,” said Shuyan Feng, deputy general manager for investment management at Huatai Asset Management (Hong Kong) Co. “When Lei Jun touted Xiaomi’s $10 billion foray into the EV market, there was serious discounting of the stock, and few believed it would actually make it given how competitive this market is.”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9f833fb9b568d30352fa9b7fc6a2c7d1\" alt=\"\" title=\"\" tg-width=\"1200\" tg-height=\"675\"/></p><p>Xiaomi’s stock has outperformed global gauges of auto and smartphone makers amid cloudy prospects for recoveries in markets for their products. Its strong EV debut is notable in a year when Chinese upstarts like Nio Inc. and Li Auto Inc. have struggled with worries over the demand outlook, weighing on their share prices.</p><p>Beijing-based Xiaomi reported stronger-than-expected sales growth for the September quarter, with the new EV business accounting for about 10% of its total revenue. The company made quick inroads by leveraging the marketing capabilities and strong appeal among young consumers it cultivated in smartphones.</p><p>Xiaomi has forecast 130,000 deliveries for its SU7 sedan this year, a target it has raised twice. The vehicle is available in nine color and features smart driving functionality plus a connected entertainment system. Analysts expect the company’s total sales to more than double in 2025 with the launch of its YU7 SUV.</p><p>“Xiaomi’s EV business could overtake smartphones as the company’s key sales-growth driver in 2025,” Bloomberg Intelligence analyst Steven Tseng wrote in a note. Its next model “might spur EV sales growth of 137% in 2025 due to the popularity of larger vehicles in China and a ramp-up in capacity at its second EV factory.”</p><p>Despite uncertainties in the macroeconomy, China remains the world’s largest passenger EV market, with sales set to exceed 11 million units this year, according to BloombergNEF.</p><p>Competition is fierce and continues to grow, with other late entrants including tech titan Huawei Technologies Co. Analysts at Macquarie Group Ltd. expect Xiaomi may be able to gain further market share with the YU7, which it expects to be priced at 250,000 yuan to 330,000 yuan ($34,000-$45,000).</p><p>The previous record high for Xiaomi’s stock was set nearly four years ago, just before it was briefly added to a US blacklist by outgoing President Donald Trump. While analysts expect limited impact from tariffs under Trump’s second term given Xiaomi’s limited sales exposure to the US, parts procurement from American suppliers could be affected.</p><p>Valuations are another concerns after Xiaomi’s huge rally. The shares are currently trading at about 27 times forward earnings estimates, above the five-year median of 21 times.</p><p>Analysts remain bullish on the stock, however, with 42 buy recommendations versus just one hold and one sell. Bulls note that profitability has been impressive in the EV business so far.</p><p>“Its a company that’s extremely good at controlling costs in a complicated manufacturing process,” said Xiao Feng, co-head of China industrial research at CLSA Hong Kong. “I think, partially, you should give the credit to their experience in making smartphones, which also has a very long, complicated supply chain.”</p></body></html>","source":"lsy1651199519710","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>Xiaomi’s 101% Rally Puts EV Dark Horse on Brink of Stock Record</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\">\nXiaomi’s 101% Rally Puts EV Dark Horse on Brink of Stock Record\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-15 08:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-12-13/xiaomi-s-103-rally-puts-ev-dark-horse-on-brink-of-stock-record><strong>Tiger Newspress</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘Few believed’ EV push would succeed: Huatai Asset HK’s FengLaunch of YU7 SUV in 2025 could provide next big stock boostXiaomi Corp. is rapidly closing in on a new all-time-high share price, having ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-12-13/xiaomi-s-103-rally-puts-ev-dark-horse-on-brink-of-stock-record\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01810":"小米集团-W","XIACY":"小米集团ADR"},"source_url":"https://www.bloomberg.com/news/articles/2024-12-13/xiaomi-s-103-rally-puts-ev-dark-horse-on-brink-of-stock-record","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163953761","content_text":"‘Few believed’ EV push would succeed: Huatai Asset HK’s FengLaunch of YU7 SUV in 2025 could provide next big stock boostXiaomi Corp. is rapidly closing in on a new all-time-high share price, having cracked the crowded market for electric vehicles in a repeat of its earlier success with smartphones.Its stock has surged 101% this year, outpacing global peers, on the company’s surprisingly quick rise in China’s EV market to challenge leaders BYD Co. and Tesla Inc. The next big leg up may come as Xiaomi prepares for the possible summer launch of its next model, a pure electric sport utility vehicle.Investors are hoping to see a similar trajectory to when Xiaomi launched its first smartphone in 2011 and grew within a few years to rival Apple Inc. and Samsung Electronics Co., making its founder Lei Jun a billionaire in the process. Xiaomi’s Hong Kong-listed shares are now about 10% away from their 2021 peak.“Xiaomi is the dark horse,” said Shuyan Feng, deputy general manager for investment management at Huatai Asset Management (Hong Kong) Co. “When Lei Jun touted Xiaomi’s $10 billion foray into the EV market, there was serious discounting of the stock, and few believed it would actually make it given how competitive this market is.”Xiaomi’s stock has outperformed global gauges of auto and smartphone makers amid cloudy prospects for recoveries in markets for their products. Its strong EV debut is notable in a year when Chinese upstarts like Nio Inc. and Li Auto Inc. have struggled with worries over the demand outlook, weighing on their share prices.Beijing-based Xiaomi reported stronger-than-expected sales growth for the September quarter, with the new EV business accounting for about 10% of its total revenue. The company made quick inroads by leveraging the marketing capabilities and strong appeal among young consumers it cultivated in smartphones.Xiaomi has forecast 130,000 deliveries for its SU7 sedan this year, a target it has raised twice. The vehicle is available in nine color and features smart driving functionality plus a connected entertainment system. Analysts expect the company’s total sales to more than double in 2025 with the launch of its YU7 SUV.“Xiaomi’s EV business could overtake smartphones as the company’s key sales-growth driver in 2025,” Bloomberg Intelligence analyst Steven Tseng wrote in a note. Its next model “might spur EV sales growth of 137% in 2025 due to the popularity of larger vehicles in China and a ramp-up in capacity at its second EV factory.”Despite uncertainties in the macroeconomy, China remains the world’s largest passenger EV market, with sales set to exceed 11 million units this year, according to BloombergNEF.Competition is fierce and continues to grow, with other late entrants including tech titan Huawei Technologies Co. Analysts at Macquarie Group Ltd. expect Xiaomi may be able to gain further market share with the YU7, which it expects to be priced at 250,000 yuan to 330,000 yuan ($34,000-$45,000).The previous record high for Xiaomi’s stock was set nearly four years ago, just before it was briefly added to a US blacklist by outgoing President Donald Trump. While analysts expect limited impact from tariffs under Trump’s second term given Xiaomi’s limited sales exposure to the US, parts procurement from American suppliers could be affected.Valuations are another concerns after Xiaomi’s huge rally. The shares are currently trading at about 27 times forward earnings estimates, above the five-year median of 21 times.Analysts remain bullish on the stock, however, with 42 buy recommendations versus just one hold and one sell. Bulls note that profitability has been impressive in the EV business so far.“Its a company that’s extremely good at controlling costs in a complicated manufacturing process,” said Xiao Feng, co-head of China industrial research at CLSA Hong Kong. “I think, partially, you should give the credit to their experience in making smartphones, which also has a very long, complicated supply chain.”","news_type":1,"symbols_score_info":{"XIACY":1.1,"01810":1.1}},"isVote":1,"tweetType":1,"viewCount":3333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381499055566920,"gmtCreate":1734170737784,"gmtModify":1734170741918,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381499055566920","repostId":"2491590845","repostType":2,"isVote":1,"tweetType":1,"viewCount":2324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284772558180656,"gmtCreate":1710530738271,"gmtModify":1710530743034,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Good read and informative for right decision.","listText":"Good read and informative for right decision.","text":"Good read and informative for right decision.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284772558180656","repostId":"1189493524","repostType":2,"repost":{"id":"1189493524","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":1710512319,"share":"https://ttm.financial/m/news/1189493524?lang=en_US&edition=fundamental","pubTime":"2024-03-15 22:18","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Tesla, Rivian, Micron and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1189493524","media":"Tiger Newspress","summary":"Here are Friday’s biggest calls on Wall Street:Piper Sandler upgrades Rivian to overweight from neutralPiper said investors should buy the dip in shares of the EV company.“After watching last week’s l","content":"<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h2 id=\"id_1655419298\" style=\"text-align: start;\">Piper Sandler upgrades Rivian to overweight from neutral</h2><p>Piper said investors should buy the dip in shares of the EV company.</p><p>“After watching last week’s live stream, re-assessing our capex outlook, and considering the post-Q4 selloff, we feel compelled to upgrade RIVN from Neutral to Overweight.”</p><h2 id=\"id_3383059317\" style=\"text-align: start;\">Bank of America reiterates Adobe as buy</h2><p>Bank of America said it was disappointed in the company’s earnings results on Thursday but that it’s standing by the stock.</p><p>“Adobe reported disappointing Q1 results and introduced uncertainty by not updating FY24E guidance for digital media net new ARR [annual recurring revenue] or EPS, which is a break from the past.”</p><h2 id=\"id_4032696472\" style=\"text-align: start;\">Citi upgrades Thor Industries to buy from neutral</h2><p>Citi said it see a “favorable event path” for the RV company.</p><p>“THO is the poster child for the early-cycle RV story, and yet anxious investors have been too quick to buy into the story on 2-3 occasions previously.”</p><h2 id=\"id_2284421244\" style=\"text-align: start;\">Morgan Stanley downgrades Republic Services to equal weight from overweight</h2><p>Morgan Stanley downgraded the stock adding it sees a more balanced risk/reward.</p><p>“RSG has outperformed the S&amp;P 500 and Waste peers by 12% Y/Y.”</p><h2 id=\"id_2300351458\" style=\"text-align: start;\">Citi initiates Pure Storage as buy</h2><p>Citi said in its initiation of Pure Storage that the data storage company is an AI beneficiary.</p><p>“A Leading Beneficiary of AI-Induced Transition to Flash-Based Storage; Initiate with a Buy.”</p><h2 id=\"id_2997028198\" style=\"text-align: start;\">UBS upgrades Paccar and Cummins to buy from neutral</h2><p>UBS said in its upgrade of Paccar that the truck company is undervalued. The firm also upgraded Cummins and says the engine and power generation products company is not getting enough credit for growth.</p><p>“We upgrade PCAR and CMI to Buy, from Neutral. While investor sentiment on the truck cycle is implicitly positive, we don’t think the stocks are adequately pricing in the next peak. For 2026, we are ~10-15% ahead of consensus EPS on both CMI and PCAR.”</p><h2 id=\"id_2885000991\" style=\"text-align: start;\">Morgan Stanley reiterates Microsoft as buy</h2><p>Morgan Stanley said the computer is the “cybersecurity leader.”</p><p>“Microsoft remains the cybersecurity leader with a large installed base and broadening platform addressing multiple product categories.”</p><h2 id=\"id_1112987317\" style=\"text-align: start;\">Baird reiterates Nvidia as outperform</h2><p>Baird said it sees a slew of positive catalysts heading into the company’s GTC event next week.</p><p>“Nvidia continues to demand more capacity for this year based on continued strong demand.”</p><h2 id=\"id_3388794431\" style=\"text-align: start;\">JPMorgan reiterates Coinbase as neutral</h2><p>JPMorgan raised its price target on the stock to $150 per share from $95 but said it’s sticking with its neutral rating.</p><p>“Here, Ethereum use cases transcend the crypto ecosystem and we think create a robust earnings driver near term for Coinbase.”</p><h2 id=\"id_3952834239\" style=\"text-align: start;\">Baird reiterates Tesla as outperform</h2><p>Baird said Tesla as a prime beneficiary of AI in renewable energy.</p><p>“The growing penetration of renewables in energy and electrification of the grid have created several use cases for AI in the transition away from fossil fuels.”</p><h2 id=\"id_3602191848\" style=\"text-align: start;\">Telsey upgrades Dollar General to outperform from market perform</h2><p>Telsey said in its upgrade of Dollar General that management is stabilizing.</p><p>“In our view, the return of CEO Todd Vasos has brought stability to the business, instilled financial discipline, and renewed a sense of urgency to improve and grow.”</p><h2 id=\"id_342403666\" style=\"text-align: start;\">Guggenheim upgrades Snowflake to neutral from sell</h2><p>Guggenheim said in its upgrade of the stock that it sees partner sentiment improving.</p><p>“In our February checks, six partners met and one exceeded their benchmarks for Snowflake-related services during F4Q24, an improvement vs. F3Q.”</p><h2 id=\"id_3370171411\" style=\"text-align: start;\">Piper Sandler upgrades DoorDash to neutral from underweight</h2><p>Piper said in its upgrade of DoorDash that fundamentals are improving.</p><p>“We are upgrading DASH to N from prior UW. UBER remains the category leader gaining scale internationally and having success with new products.”</p><h2 id=\"id_2506282643\" style=\"text-align: start;\">Citi reiterates Apple as buy</h2><p>Citi said it’s standing by its buy rating on shares of Apple.</p><p>“We maintain Buy rated on AAPL and await WWDC [Worldwide Developers Conference] in June as the AI catalyst to drive upside to 2025 AI smartphone demand.”</p><h2 id=\"id_1278642723\" style=\"text-align: start;\">Morgan Stanley upgrades nCino to equal weight under weight</h2><p>Morgan Stanley said it sees improving revenue growth for the software company.</p><p>“With the market now expecting FY25 estimates to be in-line with our below-consensus estimates and valuation more reasonable in context of continued margin / FCF expansion and recent underperformance vs. vertical software, we upgrade NCNO to EW with a $27 PT.”</p><h2 id=\"id_995591107\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>Bank of America said it’s bullish heading into Amazon’s Spring Sales event next week.</p><p>“We would expect some debate on event timing, which is at end of the quarter, but the event could drive some upside to 1Q revenues, with modest margin pressure due to discounting.”</p><h2 id=\"id_2239752675\" style=\"text-align: start;\">Citi reiterates Micron as buy</h2><p>Citi raised its price target on the stock to $150 per share from $95 and says it’s bullish heading into earnings next week.</p><p>“Micron remains our top pick and Buy-rated.”</p><h2 id=\"id_1031333126\" style=\"text-align: start;\">Piper Sandler names Stellantis a top pick</h2><p>Piper said the auto manufacturer is setting the “standard.”</p><p>“Like many carmakers, this builder of Ram pickups and Jeep SUVs may face margin pressure due to rising EV mix but with 6M+ units sold annually and best-in-class margins, STLA has margin to spare.”</p><h2 id=\"id_2238954618\" style=\"text-align: start;\">JPMorgan adds a positive catalyst watch on PDD</h2><p>JPMorgan said it’s bullish on shares of the China online retailer heading into earnings next week.</p><p>“We are placing PDD on Positive Catalyst Watch and expect the stock price to respond positively to 4Q23/1Q24 results.”</p><h2 id=\"id_2189891700\" style=\"text-align: start;\">RBC initiates Five9 as outperform</h2><p>RBC said shares of the software company are undervalued.</p><p>“We believe Five9, and the CCaaS [contact center as a service] space as a whole, will be a real beneficiary of GenAI, while we believe the market is currently treating Five9 as a GenAI loser.”</p><h2 id=\"id_383500322\" style=\"text-align: start;\">Bank of America initiates TKO Group as buy</h2><p>Bank of America said the combined UFC and WWE company has a “striking financial profile with growth potential.”</p><p>“We initiate TKO Group Holdings, Inc. (TKO) with a Buy rating and a $100 Price Objective (PO), implying ~25% upside.”</p><h2 id=\"id_1382748044\" style=\"text-align: start;\">Bank of America upgrades Valero Energy and HF Sinclair to buy from neutral</h2><p>Bank of America upgraded several refiners on Friday and said they are due for a rerating.</p><p>“Arguments for a rerating: upgrade VLO, PBF, DINO to Buy. From a valuation standpoint, wider margin volatility for a single year has limited impact on value, but if we consider a sustainable increase in mid-cycle earnings, we believe the conditions for another step up in absolute valuations for US refiners is in place.”</p><h2 id=\"id_358977187\" style=\"text-align: start;\">Truist initiates Golden Entertainment as buy</h2><p>Truist said the casino company is a “Nevada pure-play with a unique footprint.”</p><p>“We initiate coverage of Golden Entertainment, Inc. (GDEN) with a Buy rating and$45 PT based on 7.5x our 2025E EBITDA.”</p><h2 id=\"id_448480955\" style=\"text-align: start;\">JPMorgan reiterates Eli Lilly as overweight</h2><p>JPMorgan raised its price target on the stock to $850 per share from $775 after a series of meetings with company management.</p><p>“We recently had the opportunity to meet with LLYs mgmt team, including Chairman and CEO, Dave Ricks, as well as Patrik Jonsson, President of Diabetes and Obesity, and want to share our key takeaways.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Nvidia, Tesla, Rivian, Micron and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Nvidia, Tesla, Rivian, Micron and More\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\">2024-03-15 22:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h2 id=\"id_1655419298\" style=\"text-align: start;\">Piper Sandler upgrades Rivian to overweight from neutral</h2><p>Piper said investors should buy the dip in shares of the EV company.</p><p>“After watching last week’s live stream, re-assessing our capex outlook, and considering the post-Q4 selloff, we feel compelled to upgrade RIVN from Neutral to Overweight.”</p><h2 id=\"id_3383059317\" style=\"text-align: start;\">Bank of America reiterates Adobe as buy</h2><p>Bank of America said it was disappointed in the company’s earnings results on Thursday but that it’s standing by the stock.</p><p>“Adobe reported disappointing Q1 results and introduced uncertainty by not updating FY24E guidance for digital media net new ARR [annual recurring revenue] or EPS, which is a break from the past.”</p><h2 id=\"id_4032696472\" style=\"text-align: start;\">Citi upgrades Thor Industries to buy from neutral</h2><p>Citi said it see a “favorable event path” for the RV company.</p><p>“THO is the poster child for the early-cycle RV story, and yet anxious investors have been too quick to buy into the story on 2-3 occasions previously.”</p><h2 id=\"id_2284421244\" style=\"text-align: start;\">Morgan Stanley downgrades Republic Services to equal weight from overweight</h2><p>Morgan Stanley downgraded the stock adding it sees a more balanced risk/reward.</p><p>“RSG has outperformed the S&amp;P 500 and Waste peers by 12% Y/Y.”</p><h2 id=\"id_2300351458\" style=\"text-align: start;\">Citi initiates Pure Storage as buy</h2><p>Citi said in its initiation of Pure Storage that the data storage company is an AI beneficiary.</p><p>“A Leading Beneficiary of AI-Induced Transition to Flash-Based Storage; Initiate with a Buy.”</p><h2 id=\"id_2997028198\" style=\"text-align: start;\">UBS upgrades Paccar and Cummins to buy from neutral</h2><p>UBS said in its upgrade of Paccar that the truck company is undervalued. The firm also upgraded Cummins and says the engine and power generation products company is not getting enough credit for growth.</p><p>“We upgrade PCAR and CMI to Buy, from Neutral. While investor sentiment on the truck cycle is implicitly positive, we don’t think the stocks are adequately pricing in the next peak. For 2026, we are ~10-15% ahead of consensus EPS on both CMI and PCAR.”</p><h2 id=\"id_2885000991\" style=\"text-align: start;\">Morgan Stanley reiterates Microsoft as buy</h2><p>Morgan Stanley said the computer is the “cybersecurity leader.”</p><p>“Microsoft remains the cybersecurity leader with a large installed base and broadening platform addressing multiple product categories.”</p><h2 id=\"id_1112987317\" style=\"text-align: start;\">Baird reiterates Nvidia as outperform</h2><p>Baird said it sees a slew of positive catalysts heading into the company’s GTC event next week.</p><p>“Nvidia continues to demand more capacity for this year based on continued strong demand.”</p><h2 id=\"id_3388794431\" style=\"text-align: start;\">JPMorgan reiterates Coinbase as neutral</h2><p>JPMorgan raised its price target on the stock to $150 per share from $95 but said it’s sticking with its neutral rating.</p><p>“Here, Ethereum use cases transcend the crypto ecosystem and we think create a robust earnings driver near term for Coinbase.”</p><h2 id=\"id_3952834239\" style=\"text-align: start;\">Baird reiterates Tesla as outperform</h2><p>Baird said Tesla as a prime beneficiary of AI in renewable energy.</p><p>“The growing penetration of renewables in energy and electrification of the grid have created several use cases for AI in the transition away from fossil fuels.”</p><h2 id=\"id_3602191848\" style=\"text-align: start;\">Telsey upgrades Dollar General to outperform from market perform</h2><p>Telsey said in its upgrade of Dollar General that management is stabilizing.</p><p>“In our view, the return of CEO Todd Vasos has brought stability to the business, instilled financial discipline, and renewed a sense of urgency to improve and grow.”</p><h2 id=\"id_342403666\" style=\"text-align: start;\">Guggenheim upgrades Snowflake to neutral from sell</h2><p>Guggenheim said in its upgrade of the stock that it sees partner sentiment improving.</p><p>“In our February checks, six partners met and one exceeded their benchmarks for Snowflake-related services during F4Q24, an improvement vs. F3Q.”</p><h2 id=\"id_3370171411\" style=\"text-align: start;\">Piper Sandler upgrades DoorDash to neutral from underweight</h2><p>Piper said in its upgrade of DoorDash that fundamentals are improving.</p><p>“We are upgrading DASH to N from prior UW. UBER remains the category leader gaining scale internationally and having success with new products.”</p><h2 id=\"id_2506282643\" style=\"text-align: start;\">Citi reiterates Apple as buy</h2><p>Citi said it’s standing by its buy rating on shares of Apple.</p><p>“We maintain Buy rated on AAPL and await WWDC [Worldwide Developers Conference] in June as the AI catalyst to drive upside to 2025 AI smartphone demand.”</p><h2 id=\"id_1278642723\" style=\"text-align: start;\">Morgan Stanley upgrades nCino to equal weight under weight</h2><p>Morgan Stanley said it sees improving revenue growth for the software company.</p><p>“With the market now expecting FY25 estimates to be in-line with our below-consensus estimates and valuation more reasonable in context of continued margin / FCF expansion and recent underperformance vs. vertical software, we upgrade NCNO to EW with a $27 PT.”</p><h2 id=\"id_995591107\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>Bank of America said it’s bullish heading into Amazon’s Spring Sales event next week.</p><p>“We would expect some debate on event timing, which is at end of the quarter, but the event could drive some upside to 1Q revenues, with modest margin pressure due to discounting.”</p><h2 id=\"id_2239752675\" style=\"text-align: start;\">Citi reiterates Micron as buy</h2><p>Citi raised its price target on the stock to $150 per share from $95 and says it’s bullish heading into earnings next week.</p><p>“Micron remains our top pick and Buy-rated.”</p><h2 id=\"id_1031333126\" style=\"text-align: start;\">Piper Sandler names Stellantis a top pick</h2><p>Piper said the auto manufacturer is setting the “standard.”</p><p>“Like many carmakers, this builder of Ram pickups and Jeep SUVs may face margin pressure due to rising EV mix but with 6M+ units sold annually and best-in-class margins, STLA has margin to spare.”</p><h2 id=\"id_2238954618\" style=\"text-align: start;\">JPMorgan adds a positive catalyst watch on PDD</h2><p>JPMorgan said it’s bullish on shares of the China online retailer heading into earnings next week.</p><p>“We are placing PDD on Positive Catalyst Watch and expect the stock price to respond positively to 4Q23/1Q24 results.”</p><h2 id=\"id_2189891700\" style=\"text-align: start;\">RBC initiates Five9 as outperform</h2><p>RBC said shares of the software company are undervalued.</p><p>“We believe Five9, and the CCaaS [contact center as a service] space as a whole, will be a real beneficiary of GenAI, while we believe the market is currently treating Five9 as a GenAI loser.”</p><h2 id=\"id_383500322\" style=\"text-align: start;\">Bank of America initiates TKO Group as buy</h2><p>Bank of America said the combined UFC and WWE company has a “striking financial profile with growth potential.”</p><p>“We initiate TKO Group Holdings, Inc. (TKO) with a Buy rating and a $100 Price Objective (PO), implying ~25% upside.”</p><h2 id=\"id_1382748044\" style=\"text-align: start;\">Bank of America upgrades Valero Energy and HF Sinclair to buy from neutral</h2><p>Bank of America upgraded several refiners on Friday and said they are due for a rerating.</p><p>“Arguments for a rerating: upgrade VLO, PBF, DINO to Buy. From a valuation standpoint, wider margin volatility for a single year has limited impact on value, but if we consider a sustainable increase in mid-cycle earnings, we believe the conditions for another step up in absolute valuations for US refiners is in place.”</p><h2 id=\"id_358977187\" style=\"text-align: start;\">Truist initiates Golden Entertainment as buy</h2><p>Truist said the casino company is a “Nevada pure-play with a unique footprint.”</p><p>“We initiate coverage of Golden Entertainment, Inc. (GDEN) with a Buy rating and$45 PT based on 7.5x our 2025E EBITDA.”</p><h2 id=\"id_448480955\" style=\"text-align: start;\">JPMorgan reiterates Eli Lilly as overweight</h2><p>JPMorgan raised its price target on the stock to $850 per share from $775 after a series of meetings with company management.</p><p>“We recently had the opportunity to meet with LLYs mgmt team, including Chairman and CEO, Dave Ricks, as well as Patrik Jonsson, President of Diabetes and Obesity, and want to share our key takeaways.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","NVDA":"英伟达","RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189493524","content_text":"Here are Friday’s biggest calls on Wall Street:Piper Sandler upgrades Rivian to overweight from neutralPiper said investors should buy the dip in shares of the EV company.“After watching last week’s live stream, re-assessing our capex outlook, and considering the post-Q4 selloff, we feel compelled to upgrade RIVN from Neutral to Overweight.”Bank of America reiterates Adobe as buyBank of America said it was disappointed in the company’s earnings results on Thursday but that it’s standing by the stock.“Adobe reported disappointing Q1 results and introduced uncertainty by not updating FY24E guidance for digital media net new ARR [annual recurring revenue] or EPS, which is a break from the past.”Citi upgrades Thor Industries to buy from neutralCiti said it see a “favorable event path” for the RV company.“THO is the poster child for the early-cycle RV story, and yet anxious investors have been too quick to buy into the story on 2-3 occasions previously.”Morgan Stanley downgrades Republic Services to equal weight from overweightMorgan Stanley downgraded the stock adding it sees a more balanced risk/reward.“RSG has outperformed the S&P 500 and Waste peers by 12% Y/Y.”Citi initiates Pure Storage as buyCiti said in its initiation of Pure Storage that the data storage company is an AI beneficiary.“A Leading Beneficiary of AI-Induced Transition to Flash-Based Storage; Initiate with a Buy.”UBS upgrades Paccar and Cummins to buy from neutralUBS said in its upgrade of Paccar that the truck company is undervalued. The firm also upgraded Cummins and says the engine and power generation products company is not getting enough credit for growth.“We upgrade PCAR and CMI to Buy, from Neutral. While investor sentiment on the truck cycle is implicitly positive, we don’t think the stocks are adequately pricing in the next peak. For 2026, we are ~10-15% ahead of consensus EPS on both CMI and PCAR.”Morgan Stanley reiterates Microsoft as buyMorgan Stanley said the computer is the “cybersecurity leader.”“Microsoft remains the cybersecurity leader with a large installed base and broadening platform addressing multiple product categories.”Baird reiterates Nvidia as outperformBaird said it sees a slew of positive catalysts heading into the company’s GTC event next week.“Nvidia continues to demand more capacity for this year based on continued strong demand.”JPMorgan reiterates Coinbase as neutralJPMorgan raised its price target on the stock to $150 per share from $95 but said it’s sticking with its neutral rating.“Here, Ethereum use cases transcend the crypto ecosystem and we think create a robust earnings driver near term for Coinbase.”Baird reiterates Tesla as outperformBaird said Tesla as a prime beneficiary of AI in renewable energy.“The growing penetration of renewables in energy and electrification of the grid have created several use cases for AI in the transition away from fossil fuels.”Telsey upgrades Dollar General to outperform from market performTelsey said in its upgrade of Dollar General that management is stabilizing.“In our view, the return of CEO Todd Vasos has brought stability to the business, instilled financial discipline, and renewed a sense of urgency to improve and grow.”Guggenheim upgrades Snowflake to neutral from sellGuggenheim said in its upgrade of the stock that it sees partner sentiment improving.“In our February checks, six partners met and one exceeded their benchmarks for Snowflake-related services during F4Q24, an improvement vs. F3Q.”Piper Sandler upgrades DoorDash to neutral from underweightPiper said in its upgrade of DoorDash that fundamentals are improving.“We are upgrading DASH to N from prior UW. UBER remains the category leader gaining scale internationally and having success with new products.”Citi reiterates Apple as buyCiti said it’s standing by its buy rating on shares of Apple.“We maintain Buy rated on AAPL and await WWDC [Worldwide Developers Conference] in June as the AI catalyst to drive upside to 2025 AI smartphone demand.”Morgan Stanley upgrades nCino to equal weight under weightMorgan Stanley said it sees improving revenue growth for the software company.“With the market now expecting FY25 estimates to be in-line with our below-consensus estimates and valuation more reasonable in context of continued margin / FCF expansion and recent underperformance vs. vertical software, we upgrade NCNO to EW with a $27 PT.”Bank of America reiterates Amazon as buyBank of America said it’s bullish heading into Amazon’s Spring Sales event next week.“We would expect some debate on event timing, which is at end of the quarter, but the event could drive some upside to 1Q revenues, with modest margin pressure due to discounting.”Citi reiterates Micron as buyCiti raised its price target on the stock to $150 per share from $95 and says it’s bullish heading into earnings next week.“Micron remains our top pick and Buy-rated.”Piper Sandler names Stellantis a top pickPiper said the auto manufacturer is setting the “standard.”“Like many carmakers, this builder of Ram pickups and Jeep SUVs may face margin pressure due to rising EV mix but with 6M+ units sold annually and best-in-class margins, STLA has margin to spare.”JPMorgan adds a positive catalyst watch on PDDJPMorgan said it’s bullish on shares of the China online retailer heading into earnings next week.“We are placing PDD on Positive Catalyst Watch and expect the stock price to respond positively to 4Q23/1Q24 results.”RBC initiates Five9 as outperformRBC said shares of the software company are undervalued.“We believe Five9, and the CCaaS [contact center as a service] space as a whole, will be a real beneficiary of GenAI, while we believe the market is currently treating Five9 as a GenAI loser.”Bank of America initiates TKO Group as buyBank of America said the combined UFC and WWE company has a “striking financial profile with growth potential.”“We initiate TKO Group Holdings, Inc. (TKO) with a Buy rating and a $100 Price Objective (PO), implying ~25% upside.”Bank of America upgrades Valero Energy and HF Sinclair to buy from neutralBank of America upgraded several refiners on Friday and said they are due for a rerating.“Arguments for a rerating: upgrade VLO, PBF, DINO to Buy. From a valuation standpoint, wider margin volatility for a single year has limited impact on value, but if we consider a sustainable increase in mid-cycle earnings, we believe the conditions for another step up in absolute valuations for US refiners is in place.”Truist initiates Golden Entertainment as buyTruist said the casino company is a “Nevada pure-play with a unique footprint.”“We initiate coverage of Golden Entertainment, Inc. (GDEN) with a Buy rating and$45 PT based on 7.5x our 2025E EBITDA.”JPMorgan reiterates Eli Lilly as overweightJPMorgan raised its price target on the stock to $850 per share from $775 after a series of meetings with company management.“We recently had the opportunity to meet with LLYs mgmt team, including Chairman and CEO, Dave Ricks, as well as Patrik Jonsson, President of Diabetes and Obesity, and want to share our key takeaways.”","news_type":1,"symbols_score_info":{"MU":1.1,"RIVN":1.1,"TSLA":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":2717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281449589641376,"gmtCreate":1709741790719,"gmtModify":1709741794382,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Right choice on the dip.","listText":"Right choice on the dip.","text":"Right choice on the dip.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281449589641376","repostId":"2417421967","repostType":2,"isVote":1,"tweetType":1,"viewCount":2297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276827143610448,"gmtCreate":1708610903124,"gmtModify":1708610910326,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"interesting","listText":"interesting","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276827143610448","repostId":"1170209806","repostType":2,"repost":{"id":"1170209806","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":1708609914,"share":"https://ttm.financial/m/news/1170209806?lang=en_US&edition=fundamental","pubTime":"2024-02-22 21:51","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Rivian, Sunrun, DoorDash and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1170209806","media":"Tiger Newspress","summary":"Here are Thursday’s biggest calls on Wall Street:Morgan Stanley raises Nvidia price targetMorgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcem","content":"<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h3 id=\"id_209438572\" style=\"text-align: start;\">Morgan Stanley raises Nvidia price target</h3><p style=\"text-align: start;\">Morgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcement.</p><p>“NVIDIA beat and raise vs. our increased estimates; perhaps more importantly, resizing the inference market and characterizing supply chain issues points to ongoing durability.”</p><h3 id=\"id_2292697297\" style=\"text-align: start;\">UBS reiterates Nvidia as buy, but trims price target</h3><p style=\"text-align: start;\">UBS reiterated its buy rating on Nvidia but reduced its price target to $800 from $850.</p><p>“The bottom line is that we are still in such early stages of what is possible with AI (especially health care/drug discovery) and NVDA is the de-facto global AI platform, it seems too soon to take a more cautious view. We are trimming estimates a bit to reflect some potential slowing in revenue growth and price target goes from $850 to $800 but we maintain our Buy.”</p><h3 id=\"id_4043275495\" style=\"text-align: start;\">Goldman Sachs reiterates buy rating on Nvidia</h3><p style=\"text-align: start;\">Goldman raised its price target to $875 from $800, noting new products could augment “what is already a robust demand backdrop.”</p><p>“Nvidia delivered against what was seemingly a very high bar with Data Center once again serving as the key growth driver. ... Looking ahead... We expect not only sustained growth in Gen AI infrastructure spending by the large CSPs and consumer internet companies, but also increased development and adoption of AI across enterprise customers representing various industry verticals and, increasingly, sovereign states.”</p><h3 id=\"id_2957285775\" style=\"text-align: start;\">Morgan Stanley upgrades DoorDash to overweight from equal weight</h3><p style=\"text-align: start;\">Morgan Stanley’s upgrade comes after the stock fell around 10% since its earnings report on Feb. 15.</p><p>“While the pullback was driven by investor concerns surrounding investment levels, competitive dynamics and forward guidance achievability, we have confidence in DASH’s forward GOV and EBITDA growth as detailed below, supported by a durable US Restaurant business which we estimate on a standalone basis currently trades at a ~6% ’25 FCF yield.”</p><h3 id=\"id_1016182008\" style=\"text-align: start;\">RBC reiterates Rivian Automotive as sector perform</h3><p style=\"text-align: start;\">RBC said Rivian could be in trouble as the EV market stays under pressure.</p><p>“Rivian reported a messy Q4 with worse FCF vs expectations but more importantly issued 2024 production guidance well below consensus. ... We would expect shares to come under pressure.”</p><h3 id=\"id_3728277156\" style=\"text-align: start;\">Morgan Stanley reiterates overweight rating on Rivian Automative</h3><p style=\"text-align: start;\">Morgan Stanley kept its overweight rating on Rivian, but cited concerns on the company’s outlook.</p><p>“While consumers love the R1 and investors would love a ‘non-Tesla’ way to play the long-term EV theme, Rivian’s results continue to largely disappoint, whether on volume or margin progression. ... The EV landscape has changed decidedly for the worse since Rivian’s November 2021 IPO, yet – tweaks aside – the company’s strategy appears to have been largely unchanged.”</p><h3 id=\"id_1757941524\" style=\"text-align: start;\">UBS upgrades YPF to buy from neutral</h3><p style=\"text-align: start;\">UBS upgraded the stock to buy from neutral, citing Petrobras’ improvement as a benchmark for the Argentine oil company.</p><p>“We see indications that oil &amp; gas operators may be able to operate freely, possibly supporting: 1) YPF’s pricing policy in oil and, mainly, fuel; 2) reduced capex and overall expenses; and 3) a potential re-rating, due to the two aforementioned points and eventual macro improvement in the country.”</p><h3 id=\"id_2163916395\" style=\"text-align: start;\">Jefferies reiterates Sunrun as buy</h3><p style=\"text-align: start;\">Jefferies also raised its price target on Sunrun to $31 from $25, implying shares nearly doubling from Wednesday’s close.</p><p>“Sunrun is well poised to take advantage of the growth in resi solar after a disappointing 2023. We see upside to Sunrun’s NSV driven by cost deflation, ITC adders and product mix shift to solar + storage vs solar only.”</p><h3 id=\"id_3588579962\" style=\"text-align: start;\">Bernstein downgrades Wendy’s to market perform from outperform</h3><p style=\"text-align: start;\">The firm said growth expectations should be tempered in the near term.</p><p>“We believe Wendy’s expected growth in breakfast is too optimistic and the SSS growth algorithm is too dependent on the breakfast acceleration. ... While we appreciate the $55M investment to support the growth, we believe the target of 50% increase in avg weekly breakfast sales per unit in the next 2 years might be too ambitious, in the context of moderating daypart growth; the increasing competition in that daypart might expose Wendy’s to the risk of missing guidance, in absence of more growth drivers.”</p><h3 id=\"id_1102250537\" style=\"text-align: start;\">TD Cowen upgrades Coty to outperform from market perform</h3><p style=\"text-align: start;\">TD Cowen says it is incrementally positive on the global beauty company’s top- and bottom-line growth outlook.</p><p>“COTY is a premiumizing diversified global beauty powerhouse now driving best practices &amp; prudent investments in attractive categories/geographies. We expect continued momentum in fragrance (~55% mix), innovation in Consumer Beauty &amp; global growth including China/Brazil.”</p><h3 id=\"id_1825342448\" style=\"text-align: start;\">Cantor Fitzgerald upgrades Root to overweight from neutral</h3><p style=\"text-align: start;\">Cantor said profitability for the fintech company will be tough to achieve in the near term.</p><p>“With positive year-to-date trends, we believe Root is well-positioned to gain profitable market share in 2024E by continuing to execute on the strategy it has implemented over the last two quarters.”</p><h3 id=\"id_2966357306\" style=\"text-align: start;\">Morgan Stanley says big-tech ‘under-owned’ compared to the S&amp;P 500</h3><p>“Under-ownership of mega-cap tech stocks was largely unchanged at -79bps exiting 4Q23 vs. +29bps for the rest of large-cap tech. MSFT remains the most under-owned mega cap tech stock we track, and META is most over-owned.”</p><h3 id=\"id_3785558650\" style=\"text-align: start;\">BMO Capital Markets upgrades Remitly Global to outperform from market perform</h3><p style=\"text-align: start;\">BMO cited strong quarterly results and “stable underlying marketing efficiency QoQ” for the upgrade.</p><p>“We believe investors underestimate Remitly’s long-term growth potential and EBITDA margin trajectory; we see upside to the FY24 guide (which surprised positively) and longer-term consensus expectations.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Nvidia, Rivian, Sunrun, DoorDash and More</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\">\nTop Calls on Wall Street: Nvidia, Rivian, Sunrun, DoorDash and More\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\">2024-02-22 21:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h3 id=\"id_209438572\" style=\"text-align: start;\">Morgan Stanley raises Nvidia price target</h3><p style=\"text-align: start;\">Morgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcement.</p><p>“NVIDIA beat and raise vs. our increased estimates; perhaps more importantly, resizing the inference market and characterizing supply chain issues points to ongoing durability.”</p><h3 id=\"id_2292697297\" style=\"text-align: start;\">UBS reiterates Nvidia as buy, but trims price target</h3><p style=\"text-align: start;\">UBS reiterated its buy rating on Nvidia but reduced its price target to $800 from $850.</p><p>“The bottom line is that we are still in such early stages of what is possible with AI (especially health care/drug discovery) and NVDA is the de-facto global AI platform, it seems too soon to take a more cautious view. We are trimming estimates a bit to reflect some potential slowing in revenue growth and price target goes from $850 to $800 but we maintain our Buy.”</p><h3 id=\"id_4043275495\" style=\"text-align: start;\">Goldman Sachs reiterates buy rating on Nvidia</h3><p style=\"text-align: start;\">Goldman raised its price target to $875 from $800, noting new products could augment “what is already a robust demand backdrop.”</p><p>“Nvidia delivered against what was seemingly a very high bar with Data Center once again serving as the key growth driver. ... Looking ahead... We expect not only sustained growth in Gen AI infrastructure spending by the large CSPs and consumer internet companies, but also increased development and adoption of AI across enterprise customers representing various industry verticals and, increasingly, sovereign states.”</p><h3 id=\"id_2957285775\" style=\"text-align: start;\">Morgan Stanley upgrades DoorDash to overweight from equal weight</h3><p style=\"text-align: start;\">Morgan Stanley’s upgrade comes after the stock fell around 10% since its earnings report on Feb. 15.</p><p>“While the pullback was driven by investor concerns surrounding investment levels, competitive dynamics and forward guidance achievability, we have confidence in DASH’s forward GOV and EBITDA growth as detailed below, supported by a durable US Restaurant business which we estimate on a standalone basis currently trades at a ~6% ’25 FCF yield.”</p><h3 id=\"id_1016182008\" style=\"text-align: start;\">RBC reiterates Rivian Automotive as sector perform</h3><p style=\"text-align: start;\">RBC said Rivian could be in trouble as the EV market stays under pressure.</p><p>“Rivian reported a messy Q4 with worse FCF vs expectations but more importantly issued 2024 production guidance well below consensus. ... We would expect shares to come under pressure.”</p><h3 id=\"id_3728277156\" style=\"text-align: start;\">Morgan Stanley reiterates overweight rating on Rivian Automative</h3><p style=\"text-align: start;\">Morgan Stanley kept its overweight rating on Rivian, but cited concerns on the company’s outlook.</p><p>“While consumers love the R1 and investors would love a ‘non-Tesla’ way to play the long-term EV theme, Rivian’s results continue to largely disappoint, whether on volume or margin progression. ... The EV landscape has changed decidedly for the worse since Rivian’s November 2021 IPO, yet – tweaks aside – the company’s strategy appears to have been largely unchanged.”</p><h3 id=\"id_1757941524\" style=\"text-align: start;\">UBS upgrades YPF to buy from neutral</h3><p style=\"text-align: start;\">UBS upgraded the stock to buy from neutral, citing Petrobras’ improvement as a benchmark for the Argentine oil company.</p><p>“We see indications that oil &amp; gas operators may be able to operate freely, possibly supporting: 1) YPF’s pricing policy in oil and, mainly, fuel; 2) reduced capex and overall expenses; and 3) a potential re-rating, due to the two aforementioned points and eventual macro improvement in the country.”</p><h3 id=\"id_2163916395\" style=\"text-align: start;\">Jefferies reiterates Sunrun as buy</h3><p style=\"text-align: start;\">Jefferies also raised its price target on Sunrun to $31 from $25, implying shares nearly doubling from Wednesday’s close.</p><p>“Sunrun is well poised to take advantage of the growth in resi solar after a disappointing 2023. We see upside to Sunrun’s NSV driven by cost deflation, ITC adders and product mix shift to solar + storage vs solar only.”</p><h3 id=\"id_3588579962\" style=\"text-align: start;\">Bernstein downgrades Wendy’s to market perform from outperform</h3><p style=\"text-align: start;\">The firm said growth expectations should be tempered in the near term.</p><p>“We believe Wendy’s expected growth in breakfast is too optimistic and the SSS growth algorithm is too dependent on the breakfast acceleration. ... While we appreciate the $55M investment to support the growth, we believe the target of 50% increase in avg weekly breakfast sales per unit in the next 2 years might be too ambitious, in the context of moderating daypart growth; the increasing competition in that daypart might expose Wendy’s to the risk of missing guidance, in absence of more growth drivers.”</p><h3 id=\"id_1102250537\" style=\"text-align: start;\">TD Cowen upgrades Coty to outperform from market perform</h3><p style=\"text-align: start;\">TD Cowen says it is incrementally positive on the global beauty company’s top- and bottom-line growth outlook.</p><p>“COTY is a premiumizing diversified global beauty powerhouse now driving best practices &amp; prudent investments in attractive categories/geographies. We expect continued momentum in fragrance (~55% mix), innovation in Consumer Beauty &amp; global growth including China/Brazil.”</p><h3 id=\"id_1825342448\" style=\"text-align: start;\">Cantor Fitzgerald upgrades Root to overweight from neutral</h3><p style=\"text-align: start;\">Cantor said profitability for the fintech company will be tough to achieve in the near term.</p><p>“With positive year-to-date trends, we believe Root is well-positioned to gain profitable market share in 2024E by continuing to execute on the strategy it has implemented over the last two quarters.”</p><h3 id=\"id_2966357306\" style=\"text-align: start;\">Morgan Stanley says big-tech ‘under-owned’ compared to the S&amp;P 500</h3><p>“Under-ownership of mega-cap tech stocks was largely unchanged at -79bps exiting 4Q23 vs. +29bps for the rest of large-cap tech. MSFT remains the most under-owned mega cap tech stock we track, and META is most over-owned.”</p><h3 id=\"id_3785558650\" style=\"text-align: start;\">BMO Capital Markets upgrades Remitly Global to outperform from market perform</h3><p style=\"text-align: start;\">BMO cited strong quarterly results and “stable underlying marketing efficiency QoQ” for the upgrade.</p><p>“We believe investors underestimate Remitly’s long-term growth potential and EBITDA margin trajectory; we see upside to the FY24 guide (which surprised positively) and longer-term consensus expectations.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","COTY":"科蒂","NVDA":"英伟达","DASH":"DoorDash, Inc.","RUN":"Sunrun Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170209806","content_text":"Here are Thursday’s biggest calls on Wall Street:Morgan Stanley raises Nvidia price targetMorgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcement.“NVIDIA beat and raise vs. our increased estimates; perhaps more importantly, resizing the inference market and characterizing supply chain issues points to ongoing durability.”UBS reiterates Nvidia as buy, but trims price targetUBS reiterated its buy rating on Nvidia but reduced its price target to $800 from $850.“The bottom line is that we are still in such early stages of what is possible with AI (especially health care/drug discovery) and NVDA is the de-facto global AI platform, it seems too soon to take a more cautious view. We are trimming estimates a bit to reflect some potential slowing in revenue growth and price target goes from $850 to $800 but we maintain our Buy.”Goldman Sachs reiterates buy rating on NvidiaGoldman raised its price target to $875 from $800, noting new products could augment “what is already a robust demand backdrop.”“Nvidia delivered against what was seemingly a very high bar with Data Center once again serving as the key growth driver. ... Looking ahead... We expect not only sustained growth in Gen AI infrastructure spending by the large CSPs and consumer internet companies, but also increased development and adoption of AI across enterprise customers representing various industry verticals and, increasingly, sovereign states.”Morgan Stanley upgrades DoorDash to overweight from equal weightMorgan Stanley’s upgrade comes after the stock fell around 10% since its earnings report on Feb. 15.“While the pullback was driven by investor concerns surrounding investment levels, competitive dynamics and forward guidance achievability, we have confidence in DASH’s forward GOV and EBITDA growth as detailed below, supported by a durable US Restaurant business which we estimate on a standalone basis currently trades at a ~6% ’25 FCF yield.”RBC reiterates Rivian Automotive as sector performRBC said Rivian could be in trouble as the EV market stays under pressure.“Rivian reported a messy Q4 with worse FCF vs expectations but more importantly issued 2024 production guidance well below consensus. ... We would expect shares to come under pressure.”Morgan Stanley reiterates overweight rating on Rivian AutomativeMorgan Stanley kept its overweight rating on Rivian, but cited concerns on the company’s outlook.“While consumers love the R1 and investors would love a ‘non-Tesla’ way to play the long-term EV theme, Rivian’s results continue to largely disappoint, whether on volume or margin progression. ... The EV landscape has changed decidedly for the worse since Rivian’s November 2021 IPO, yet – tweaks aside – the company’s strategy appears to have been largely unchanged.”UBS upgrades YPF to buy from neutralUBS upgraded the stock to buy from neutral, citing Petrobras’ improvement as a benchmark for the Argentine oil company.“We see indications that oil & gas operators may be able to operate freely, possibly supporting: 1) YPF’s pricing policy in oil and, mainly, fuel; 2) reduced capex and overall expenses; and 3) a potential re-rating, due to the two aforementioned points and eventual macro improvement in the country.”Jefferies reiterates Sunrun as buyJefferies also raised its price target on Sunrun to $31 from $25, implying shares nearly doubling from Wednesday’s close.“Sunrun is well poised to take advantage of the growth in resi solar after a disappointing 2023. We see upside to Sunrun’s NSV driven by cost deflation, ITC adders and product mix shift to solar + storage vs solar only.”Bernstein downgrades Wendy’s to market perform from outperformThe firm said growth expectations should be tempered in the near term.“We believe Wendy’s expected growth in breakfast is too optimistic and the SSS growth algorithm is too dependent on the breakfast acceleration. ... While we appreciate the $55M investment to support the growth, we believe the target of 50% increase in avg weekly breakfast sales per unit in the next 2 years might be too ambitious, in the context of moderating daypart growth; the increasing competition in that daypart might expose Wendy’s to the risk of missing guidance, in absence of more growth drivers.”TD Cowen upgrades Coty to outperform from market performTD Cowen says it is incrementally positive on the global beauty company’s top- and bottom-line growth outlook.“COTY is a premiumizing diversified global beauty powerhouse now driving best practices & prudent investments in attractive categories/geographies. We expect continued momentum in fragrance (~55% mix), innovation in Consumer Beauty & global growth including China/Brazil.”Cantor Fitzgerald upgrades Root to overweight from neutralCantor said profitability for the fintech company will be tough to achieve in the near term.“With positive year-to-date trends, we believe Root is well-positioned to gain profitable market share in 2024E by continuing to execute on the strategy it has implemented over the last two quarters.”Morgan Stanley says big-tech ‘under-owned’ compared to the S&P 500“Under-ownership of mega-cap tech stocks was largely unchanged at -79bps exiting 4Q23 vs. +29bps for the rest of large-cap tech. MSFT remains the most under-owned mega cap tech stock we track, and META is most over-owned.”BMO Capital Markets upgrades Remitly Global to outperform from market performBMO cited strong quarterly results and “stable underlying marketing efficiency QoQ” for the upgrade.“We believe investors underestimate Remitly’s long-term growth potential and EBITDA margin trajectory; we see upside to the FY24 guide (which surprised positively) and longer-term consensus expectations.”","news_type":1,"symbols_score_info":{"RIVN":1.1,"RUN":1.1,"COTY":1.1,"DASH":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276826986717400,"gmtCreate":1708610882613,"gmtModify":1708610886534,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276826986717400","repostId":"1170209806","repostType":2,"repost":{"id":"1170209806","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":1708609914,"share":"https://ttm.financial/m/news/1170209806?lang=en_US&edition=fundamental","pubTime":"2024-02-22 21:51","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Rivian, Sunrun, DoorDash and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1170209806","media":"Tiger Newspress","summary":"Here are Thursday’s biggest calls on Wall Street:Morgan Stanley raises Nvidia price targetMorgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcem","content":"<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h3 id=\"id_209438572\" style=\"text-align: start;\">Morgan Stanley raises Nvidia price target</h3><p style=\"text-align: start;\">Morgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcement.</p><p>“NVIDIA beat and raise vs. our increased estimates; perhaps more importantly, resizing the inference market and characterizing supply chain issues points to ongoing durability.”</p><h3 id=\"id_2292697297\" style=\"text-align: start;\">UBS reiterates Nvidia as buy, but trims price target</h3><p style=\"text-align: start;\">UBS reiterated its buy rating on Nvidia but reduced its price target to $800 from $850.</p><p>“The bottom line is that we are still in such early stages of what is possible with AI (especially health care/drug discovery) and NVDA is the de-facto global AI platform, it seems too soon to take a more cautious view. We are trimming estimates a bit to reflect some potential slowing in revenue growth and price target goes from $850 to $800 but we maintain our Buy.”</p><h3 id=\"id_4043275495\" style=\"text-align: start;\">Goldman Sachs reiterates buy rating on Nvidia</h3><p style=\"text-align: start;\">Goldman raised its price target to $875 from $800, noting new products could augment “what is already a robust demand backdrop.”</p><p>“Nvidia delivered against what was seemingly a very high bar with Data Center once again serving as the key growth driver. ... Looking ahead... We expect not only sustained growth in Gen AI infrastructure spending by the large CSPs and consumer internet companies, but also increased development and adoption of AI across enterprise customers representing various industry verticals and, increasingly, sovereign states.”</p><h3 id=\"id_2957285775\" style=\"text-align: start;\">Morgan Stanley upgrades DoorDash to overweight from equal weight</h3><p style=\"text-align: start;\">Morgan Stanley’s upgrade comes after the stock fell around 10% since its earnings report on Feb. 15.</p><p>“While the pullback was driven by investor concerns surrounding investment levels, competitive dynamics and forward guidance achievability, we have confidence in DASH’s forward GOV and EBITDA growth as detailed below, supported by a durable US Restaurant business which we estimate on a standalone basis currently trades at a ~6% ’25 FCF yield.”</p><h3 id=\"id_1016182008\" style=\"text-align: start;\">RBC reiterates Rivian Automotive as sector perform</h3><p style=\"text-align: start;\">RBC said Rivian could be in trouble as the EV market stays under pressure.</p><p>“Rivian reported a messy Q4 with worse FCF vs expectations but more importantly issued 2024 production guidance well below consensus. ... We would expect shares to come under pressure.”</p><h3 id=\"id_3728277156\" style=\"text-align: start;\">Morgan Stanley reiterates overweight rating on Rivian Automative</h3><p style=\"text-align: start;\">Morgan Stanley kept its overweight rating on Rivian, but cited concerns on the company’s outlook.</p><p>“While consumers love the R1 and investors would love a ‘non-Tesla’ way to play the long-term EV theme, Rivian’s results continue to largely disappoint, whether on volume or margin progression. ... The EV landscape has changed decidedly for the worse since Rivian’s November 2021 IPO, yet – tweaks aside – the company’s strategy appears to have been largely unchanged.”</p><h3 id=\"id_1757941524\" style=\"text-align: start;\">UBS upgrades YPF to buy from neutral</h3><p style=\"text-align: start;\">UBS upgraded the stock to buy from neutral, citing Petrobras’ improvement as a benchmark for the Argentine oil company.</p><p>“We see indications that oil &amp; gas operators may be able to operate freely, possibly supporting: 1) YPF’s pricing policy in oil and, mainly, fuel; 2) reduced capex and overall expenses; and 3) a potential re-rating, due to the two aforementioned points and eventual macro improvement in the country.”</p><h3 id=\"id_2163916395\" style=\"text-align: start;\">Jefferies reiterates Sunrun as buy</h3><p style=\"text-align: start;\">Jefferies also raised its price target on Sunrun to $31 from $25, implying shares nearly doubling from Wednesday’s close.</p><p>“Sunrun is well poised to take advantage of the growth in resi solar after a disappointing 2023. We see upside to Sunrun’s NSV driven by cost deflation, ITC adders and product mix shift to solar + storage vs solar only.”</p><h3 id=\"id_3588579962\" style=\"text-align: start;\">Bernstein downgrades Wendy’s to market perform from outperform</h3><p style=\"text-align: start;\">The firm said growth expectations should be tempered in the near term.</p><p>“We believe Wendy’s expected growth in breakfast is too optimistic and the SSS growth algorithm is too dependent on the breakfast acceleration. ... While we appreciate the $55M investment to support the growth, we believe the target of 50% increase in avg weekly breakfast sales per unit in the next 2 years might be too ambitious, in the context of moderating daypart growth; the increasing competition in that daypart might expose Wendy’s to the risk of missing guidance, in absence of more growth drivers.”</p><h3 id=\"id_1102250537\" style=\"text-align: start;\">TD Cowen upgrades Coty to outperform from market perform</h3><p style=\"text-align: start;\">TD Cowen says it is incrementally positive on the global beauty company’s top- and bottom-line growth outlook.</p><p>“COTY is a premiumizing diversified global beauty powerhouse now driving best practices &amp; prudent investments in attractive categories/geographies. We expect continued momentum in fragrance (~55% mix), innovation in Consumer Beauty &amp; global growth including China/Brazil.”</p><h3 id=\"id_1825342448\" style=\"text-align: start;\">Cantor Fitzgerald upgrades Root to overweight from neutral</h3><p style=\"text-align: start;\">Cantor said profitability for the fintech company will be tough to achieve in the near term.</p><p>“With positive year-to-date trends, we believe Root is well-positioned to gain profitable market share in 2024E by continuing to execute on the strategy it has implemented over the last two quarters.”</p><h3 id=\"id_2966357306\" style=\"text-align: start;\">Morgan Stanley says big-tech ‘under-owned’ compared to the S&amp;P 500</h3><p>“Under-ownership of mega-cap tech stocks was largely unchanged at -79bps exiting 4Q23 vs. +29bps for the rest of large-cap tech. MSFT remains the most under-owned mega cap tech stock we track, and META is most over-owned.”</p><h3 id=\"id_3785558650\" style=\"text-align: start;\">BMO Capital Markets upgrades Remitly Global to outperform from market perform</h3><p style=\"text-align: start;\">BMO cited strong quarterly results and “stable underlying marketing efficiency QoQ” for the upgrade.</p><p>“We believe investors underestimate Remitly’s long-term growth potential and EBITDA margin trajectory; we see upside to the FY24 guide (which surprised positively) and longer-term consensus expectations.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Nvidia, Rivian, Sunrun, DoorDash and More</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\">\nTop Calls on Wall Street: Nvidia, Rivian, Sunrun, DoorDash and More\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\">2024-02-22 21:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h3 id=\"id_209438572\" style=\"text-align: start;\">Morgan Stanley raises Nvidia price target</h3><p style=\"text-align: start;\">Morgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcement.</p><p>“NVIDIA beat and raise vs. our increased estimates; perhaps more importantly, resizing the inference market and characterizing supply chain issues points to ongoing durability.”</p><h3 id=\"id_2292697297\" style=\"text-align: start;\">UBS reiterates Nvidia as buy, but trims price target</h3><p style=\"text-align: start;\">UBS reiterated its buy rating on Nvidia but reduced its price target to $800 from $850.</p><p>“The bottom line is that we are still in such early stages of what is possible with AI (especially health care/drug discovery) and NVDA is the de-facto global AI platform, it seems too soon to take a more cautious view. We are trimming estimates a bit to reflect some potential slowing in revenue growth and price target goes from $850 to $800 but we maintain our Buy.”</p><h3 id=\"id_4043275495\" style=\"text-align: start;\">Goldman Sachs reiterates buy rating on Nvidia</h3><p style=\"text-align: start;\">Goldman raised its price target to $875 from $800, noting new products could augment “what is already a robust demand backdrop.”</p><p>“Nvidia delivered against what was seemingly a very high bar with Data Center once again serving as the key growth driver. ... Looking ahead... We expect not only sustained growth in Gen AI infrastructure spending by the large CSPs and consumer internet companies, but also increased development and adoption of AI across enterprise customers representing various industry verticals and, increasingly, sovereign states.”</p><h3 id=\"id_2957285775\" style=\"text-align: start;\">Morgan Stanley upgrades DoorDash to overweight from equal weight</h3><p style=\"text-align: start;\">Morgan Stanley’s upgrade comes after the stock fell around 10% since its earnings report on Feb. 15.</p><p>“While the pullback was driven by investor concerns surrounding investment levels, competitive dynamics and forward guidance achievability, we have confidence in DASH’s forward GOV and EBITDA growth as detailed below, supported by a durable US Restaurant business which we estimate on a standalone basis currently trades at a ~6% ’25 FCF yield.”</p><h3 id=\"id_1016182008\" style=\"text-align: start;\">RBC reiterates Rivian Automotive as sector perform</h3><p style=\"text-align: start;\">RBC said Rivian could be in trouble as the EV market stays under pressure.</p><p>“Rivian reported a messy Q4 with worse FCF vs expectations but more importantly issued 2024 production guidance well below consensus. ... We would expect shares to come under pressure.”</p><h3 id=\"id_3728277156\" style=\"text-align: start;\">Morgan Stanley reiterates overweight rating on Rivian Automative</h3><p style=\"text-align: start;\">Morgan Stanley kept its overweight rating on Rivian, but cited concerns on the company’s outlook.</p><p>“While consumers love the R1 and investors would love a ‘non-Tesla’ way to play the long-term EV theme, Rivian’s results continue to largely disappoint, whether on volume or margin progression. ... The EV landscape has changed decidedly for the worse since Rivian’s November 2021 IPO, yet – tweaks aside – the company’s strategy appears to have been largely unchanged.”</p><h3 id=\"id_1757941524\" style=\"text-align: start;\">UBS upgrades YPF to buy from neutral</h3><p style=\"text-align: start;\">UBS upgraded the stock to buy from neutral, citing Petrobras’ improvement as a benchmark for the Argentine oil company.</p><p>“We see indications that oil &amp; gas operators may be able to operate freely, possibly supporting: 1) YPF’s pricing policy in oil and, mainly, fuel; 2) reduced capex and overall expenses; and 3) a potential re-rating, due to the two aforementioned points and eventual macro improvement in the country.”</p><h3 id=\"id_2163916395\" style=\"text-align: start;\">Jefferies reiterates Sunrun as buy</h3><p style=\"text-align: start;\">Jefferies also raised its price target on Sunrun to $31 from $25, implying shares nearly doubling from Wednesday’s close.</p><p>“Sunrun is well poised to take advantage of the growth in resi solar after a disappointing 2023. We see upside to Sunrun’s NSV driven by cost deflation, ITC adders and product mix shift to solar + storage vs solar only.”</p><h3 id=\"id_3588579962\" style=\"text-align: start;\">Bernstein downgrades Wendy’s to market perform from outperform</h3><p style=\"text-align: start;\">The firm said growth expectations should be tempered in the near term.</p><p>“We believe Wendy’s expected growth in breakfast is too optimistic and the SSS growth algorithm is too dependent on the breakfast acceleration. ... While we appreciate the $55M investment to support the growth, we believe the target of 50% increase in avg weekly breakfast sales per unit in the next 2 years might be too ambitious, in the context of moderating daypart growth; the increasing competition in that daypart might expose Wendy’s to the risk of missing guidance, in absence of more growth drivers.”</p><h3 id=\"id_1102250537\" style=\"text-align: start;\">TD Cowen upgrades Coty to outperform from market perform</h3><p style=\"text-align: start;\">TD Cowen says it is incrementally positive on the global beauty company’s top- and bottom-line growth outlook.</p><p>“COTY is a premiumizing diversified global beauty powerhouse now driving best practices &amp; prudent investments in attractive categories/geographies. We expect continued momentum in fragrance (~55% mix), innovation in Consumer Beauty &amp; global growth including China/Brazil.”</p><h3 id=\"id_1825342448\" style=\"text-align: start;\">Cantor Fitzgerald upgrades Root to overweight from neutral</h3><p style=\"text-align: start;\">Cantor said profitability for the fintech company will be tough to achieve in the near term.</p><p>“With positive year-to-date trends, we believe Root is well-positioned to gain profitable market share in 2024E by continuing to execute on the strategy it has implemented over the last two quarters.”</p><h3 id=\"id_2966357306\" style=\"text-align: start;\">Morgan Stanley says big-tech ‘under-owned’ compared to the S&amp;P 500</h3><p>“Under-ownership of mega-cap tech stocks was largely unchanged at -79bps exiting 4Q23 vs. +29bps for the rest of large-cap tech. MSFT remains the most under-owned mega cap tech stock we track, and META is most over-owned.”</p><h3 id=\"id_3785558650\" style=\"text-align: start;\">BMO Capital Markets upgrades Remitly Global to outperform from market perform</h3><p style=\"text-align: start;\">BMO cited strong quarterly results and “stable underlying marketing efficiency QoQ” for the upgrade.</p><p>“We believe investors underestimate Remitly’s long-term growth potential and EBITDA margin trajectory; we see upside to the FY24 guide (which surprised positively) and longer-term consensus expectations.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","COTY":"科蒂","NVDA":"英伟达","DASH":"DoorDash, Inc.","RUN":"Sunrun Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170209806","content_text":"Here are Thursday’s biggest calls on Wall Street:Morgan Stanley raises Nvidia price targetMorgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcement.“NVIDIA beat and raise vs. our increased estimates; perhaps more importantly, resizing the inference market and characterizing supply chain issues points to ongoing durability.”UBS reiterates Nvidia as buy, but trims price targetUBS reiterated its buy rating on Nvidia but reduced its price target to $800 from $850.“The bottom line is that we are still in such early stages of what is possible with AI (especially health care/drug discovery) and NVDA is the de-facto global AI platform, it seems too soon to take a more cautious view. We are trimming estimates a bit to reflect some potential slowing in revenue growth and price target goes from $850 to $800 but we maintain our Buy.”Goldman Sachs reiterates buy rating on NvidiaGoldman raised its price target to $875 from $800, noting new products could augment “what is already a robust demand backdrop.”“Nvidia delivered against what was seemingly a very high bar with Data Center once again serving as the key growth driver. ... Looking ahead... We expect not only sustained growth in Gen AI infrastructure spending by the large CSPs and consumer internet companies, but also increased development and adoption of AI across enterprise customers representing various industry verticals and, increasingly, sovereign states.”Morgan Stanley upgrades DoorDash to overweight from equal weightMorgan Stanley’s upgrade comes after the stock fell around 10% since its earnings report on Feb. 15.“While the pullback was driven by investor concerns surrounding investment levels, competitive dynamics and forward guidance achievability, we have confidence in DASH’s forward GOV and EBITDA growth as detailed below, supported by a durable US Restaurant business which we estimate on a standalone basis currently trades at a ~6% ’25 FCF yield.”RBC reiterates Rivian Automotive as sector performRBC said Rivian could be in trouble as the EV market stays under pressure.“Rivian reported a messy Q4 with worse FCF vs expectations but more importantly issued 2024 production guidance well below consensus. ... We would expect shares to come under pressure.”Morgan Stanley reiterates overweight rating on Rivian AutomativeMorgan Stanley kept its overweight rating on Rivian, but cited concerns on the company’s outlook.“While consumers love the R1 and investors would love a ‘non-Tesla’ way to play the long-term EV theme, Rivian’s results continue to largely disappoint, whether on volume or margin progression. ... The EV landscape has changed decidedly for the worse since Rivian’s November 2021 IPO, yet – tweaks aside – the company’s strategy appears to have been largely unchanged.”UBS upgrades YPF to buy from neutralUBS upgraded the stock to buy from neutral, citing Petrobras’ improvement as a benchmark for the Argentine oil company.“We see indications that oil & gas operators may be able to operate freely, possibly supporting: 1) YPF’s pricing policy in oil and, mainly, fuel; 2) reduced capex and overall expenses; and 3) a potential re-rating, due to the two aforementioned points and eventual macro improvement in the country.”Jefferies reiterates Sunrun as buyJefferies also raised its price target on Sunrun to $31 from $25, implying shares nearly doubling from Wednesday’s close.“Sunrun is well poised to take advantage of the growth in resi solar after a disappointing 2023. We see upside to Sunrun’s NSV driven by cost deflation, ITC adders and product mix shift to solar + storage vs solar only.”Bernstein downgrades Wendy’s to market perform from outperformThe firm said growth expectations should be tempered in the near term.“We believe Wendy’s expected growth in breakfast is too optimistic and the SSS growth algorithm is too dependent on the breakfast acceleration. ... While we appreciate the $55M investment to support the growth, we believe the target of 50% increase in avg weekly breakfast sales per unit in the next 2 years might be too ambitious, in the context of moderating daypart growth; the increasing competition in that daypart might expose Wendy’s to the risk of missing guidance, in absence of more growth drivers.”TD Cowen upgrades Coty to outperform from market performTD Cowen says it is incrementally positive on the global beauty company’s top- and bottom-line growth outlook.“COTY is a premiumizing diversified global beauty powerhouse now driving best practices & prudent investments in attractive categories/geographies. We expect continued momentum in fragrance (~55% mix), innovation in Consumer Beauty & global growth including China/Brazil.”Cantor Fitzgerald upgrades Root to overweight from neutralCantor said profitability for the fintech company will be tough to achieve in the near term.“With positive year-to-date trends, we believe Root is well-positioned to gain profitable market share in 2024E by continuing to execute on the strategy it has implemented over the last two quarters.”Morgan Stanley says big-tech ‘under-owned’ compared to the S&P 500“Under-ownership of mega-cap tech stocks was largely unchanged at -79bps exiting 4Q23 vs. +29bps for the rest of large-cap tech. MSFT remains the most under-owned mega cap tech stock we track, and META is most over-owned.”BMO Capital Markets upgrades Remitly Global to outperform from market performBMO cited strong quarterly results and “stable underlying marketing efficiency QoQ” for the upgrade.“We believe investors underestimate Remitly’s long-term growth potential and EBITDA margin trajectory; we see upside to the FY24 guide (which surprised positively) and longer-term consensus expectations.”","news_type":1,"symbols_score_info":{"RIVN":1.1,"RUN":1.1,"COTY":1.1,"DASH":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":201773363028096,"gmtCreate":1690297522018,"gmtModify":1690297525828,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very informative&nbsp;","listText":"Very informative&nbsp;","text":"Very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/201773363028096","repostId":"2354338651","repostType":2,"repost":{"id":"2354338651","kind":"highlight","pubTimestamp":1690299084,"share":"https://ttm.financial/m/news/2354338651?lang=en_US&edition=fundamental","pubTime":"2023-07-25 23:31","market":"us","language":"en","title":"3 AI Stocks to Sell Before the Competition Crushes Them","url":"https://stock-news.laohu8.com/highlight/detail?id=2354338651","media":"InvestorPlace","summary":"AI stocks are on fire. But these three are unlikely to be the long-term winners from this technology, making them the top AI stocks to sell.","content":"<div>\n<p>AI stocks are soaring, but these three overhyped picks are set to plunge once the hype wears off.C3.ai (AI): C3.ai isn’t focused on the sorts of consumer AI solutions that are currently generating ...</p>\n\n<a href=\"https://investorplace.com/2023/07/3-ai-stocks-to-sell-before-the-competition-crushes-them/\">Source Link</a>\n\n</div>\n","source":"investorplace_stock_picks","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>3 AI Stocks to Sell Before the Competition Crushes Them</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 AI Stocks to Sell Before the Competition Crushes Them\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-25 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/07/3-ai-stocks-to-sell-before-the-competition-crushes-them/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI stocks are soaring, but these three overhyped picks are set to plunge once the hype wears off.C3.ai (AI): C3.ai isn’t focused on the sorts of consumer AI solutions that are currently generating ...</p>\n\n<a href=\"https://investorplace.com/2023/07/3-ai-stocks-to-sell-before-the-competition-crushes-them/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPST":"Upstart Holdings, Inc.","AI":"C3.ai, Inc.","SOUN":"SoundHound AI Inc"},"source_url":"https://investorplace.com/2023/07/3-ai-stocks-to-sell-before-the-competition-crushes-them/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2354338651","content_text":"AI stocks are soaring, but these three overhyped picks are set to plunge once the hype wears off.C3.ai (AI): C3.ai isn’t focused on the sorts of consumer AI solutions that are currently generating interest.Upstart (UPST): This FinTech company is using AI gloss to improve the appearance of its otherwise underwhelming lending platform.SoundHound AI (SOUN): The voice AI company’s market cap has run far ahead of its revenues or business prospects.Traders have made artificial intelligence (AI) 2023’s hottest investing theme and with good reason. It’s truly remarkable how quickly generative AI solutions have developed in chatbot and image generation fields. However, this technology has created a lot of overvalued AI stocks.Reportedly, there were approximately 2,000 companies involved in the U.S. car industry in its early years; within a short period, this dropped to less than 100. In later decades, it would fall to just a handful of surviving U.S. automakers. In a similar way, we’re seeing an endless number of firms entering the AI field, hoping to cash in on this emerging technology.Just as we saw with cars, however, there will be a winnowing of the AI arena, especially as the existing tech titans are now deploying serious capital in the field. That will lead many second or third-tier AI stocks to decline. In particular, it’s time to consider dumping these three AI stocks to sell before the competition crushes them.C3.ai (AI)C3.ai (NYSE: AI) is an enterprise software company that offers solutions for data analysis, customer relationship management tools, predictive analytics, and more.The company was launched with a focus on the energy industry and was previously named C3 Energy Management and then C3 IoT before its current moniker. That speaks to C3’s challenges in finding a working business model. When oil prices were high, C3 wanted to benefit from that enthusiasm. Then it leaned into the Internet of Things phenomenon for a few years. Now C3 wants investors to view it as a sleek AI play.The truth is rather less exciting. C3 has a meaningful enterprise software business, but one that has little relation to the generative consumer AI applications we’ve seen take off in 2023.And C3’s actual business has barely shown a pulse this year, despite the AI enthusiasm. For the quarter ending April 30, 2023, C3.ai’s revenues were up a measly 0.1% — from $72.3 million to $72.4 million — vs. the same quarter of 2022. The AI revolution may be here, but there’s little evidence that C3.ai will be leading the way forward.Upstart (UPST)Upstart (NASDAQ: UPST) is a FinTech company focused on lending. The company rose to prominence in 2021, with shares surging nearly tenfold in 2021 amid the vigorous tech stock rally of that year.However, Upstart’s business never came close to justifying the peak $400 share price. Soon, UPST stock lost more than 90% of its value as the company’s operations ran massive losses.Upstart stock has staged an unlikely comeback this year, however. Thanks to the company’s marketing of itself as an AI-powered lending platform, traders have started rushing back into UPST stock again. Like in 2021, this is bound to end badly.That’s because, while the stock price may be up, Upstart’s actual business is imploding. Last quarter, the company’s revenues plunged 67% to just $103 million. Total loans originated sunk 78% year-over-year. The company lost $132 million from operations in a single quarter. Upstart may have AI-powered loans, but there has not proven to be much demand for or profitability generated by said loans.SoundHound AI (SOUN)SoundHound AI (NASDAQ: SOUN) is developing AI-powered voice tools and solutions. Its Houndify platform aims to help brands generate voice assistants, speech recognition, text-to-speech tools and other related offerings.Given the excitement around generative AI, it’s not surprising that traders have gotten excited about SOUN stock, with average trading volume hitting nearly 15 million shares per day.Unfortunately, the hype may be well ahead of the actual product’s utility to customers at this point. SoundHound AI generated just $31 million in revenues last year, and analysts see that growing to $45 million this year. That’s a respectable growth rate but still adds up to a rather diminutive overall operation.SoundHound AI is running sizable losses, and analysts expect the company to continue losing money through at least 2025. And, despite the low share price, SoundHound AI is not cheap. With its large outstanding share count, the company actually has a market capitalization of almost $700 million. That’s simply a massive price tag for a small money-losing operation such as SoundHound AI.","news_type":1,"symbols_score_info":{"SOUN":1,"AI":0.9,"UPST":1}},"isVote":1,"tweetType":1,"viewCount":1547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189778522685560,"gmtCreate":1687358168090,"gmtModify":1687358172060,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189778522685560","repostId":"1173851308","repostType":2,"isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189773947125888,"gmtCreate":1687357052832,"gmtModify":1687357056465,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189773947125888","repostId":"1173851308","repostType":2,"isVote":1,"tweetType":1,"viewCount":1789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189764692639888,"gmtCreate":1687354794060,"gmtModify":1687354795655,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189764692639888","repostId":"1167082525","repostType":2,"repost":{"id":"1167082525","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":1687354548,"share":"https://ttm.financial/m/news/1167082525?lang=en_US&edition=fundamental","pubTime":"2023-06-21 21:35","market":"us","language":"en","title":"Chinese EV ADRs Jump in Morning Trading, With Li Auto Stock Rising Over 5%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1167082525","media":"Tiger Newspress","summary":"China Extends Tax Breaks for New Energy Vehicles Until 2027","content":"<html><head></head><body><p>Chinese EV ADRs jumped in morning trading, with Li Auto stock rising over 5%.</p><p>China extended tax breaks for consumers buying clean cars through 2027, estimated to be worth 520 billion yuan ($72.3 billion) in the coming four years, in an effort to bolster its flagging electric-vehicle industry.</p><p style=\"text-align: start;\">The move, announced at a briefing in Beijing on Wednesday, is the latest in a series of steps to lift sales and production in the world’s biggest EV market. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e22cc92345b6b3a2857a532e6c69bfc3\" tg-width=\"470\" tg-height=\"242\"/></p><p>“Even though China has accomplished certain achievements in the new energy vehicle industry, the sector still has problems, including insufficient supply of critical technology and uneven development in the wider market,” said Xin Guobin, an official from the Ministry of Industry and Information Technology. “These need to be responded to.” </p><p style=\"text-align: start;\">While new cars are generally subject to a 10% sales tax, it hasn’t applied to clean-energy vehicles since 2014 and the policy was recently extended through 2023. Wednesday’s announcement pushes that date to the end of 2025 for clean cars priced under 300,000 yuan ($41,700) that don’t seat more than nine people. Cars priced under 150,000 yuan will get further support through the end of 2027. </p><p>Officials also reiterated their commitment to building more charging infrastructure and promoting EV sales. They are particularly focused on rural areas, where EVs and plug-in hybrids account for as little as 4% of new car sales, compared to the national average of 25.6% last year.</p><p style=\"text-align: start;\">China sold nearly 5.67 million clean cars last year, a 90% increase from a year earlier. The government has been doling out generous incentives to buyers and subsidies to carmakers for more than a decade to support the sector, leading hundreds of companies to enter the market. Purchasing an EV gave consumers 60,000 yuan back in incentives at one point, though that program ended last year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese EV ADRs Jump in Morning Trading, With Li Auto Stock Rising Over 5%.</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\">\nChinese EV ADRs Jump in Morning Trading, With Li Auto Stock Rising Over 5%.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-06-21 21:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese EV ADRs jumped in morning trading, with Li Auto stock rising over 5%.</p><p>China extended tax breaks for consumers buying clean cars through 2027, estimated to be worth 520 billion yuan ($72.3 billion) in the coming four years, in an effort to bolster its flagging electric-vehicle industry.</p><p style=\"text-align: start;\">The move, announced at a briefing in Beijing on Wednesday, is the latest in a series of steps to lift sales and production in the world’s biggest EV market. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e22cc92345b6b3a2857a532e6c69bfc3\" tg-width=\"470\" tg-height=\"242\"/></p><p>“Even though China has accomplished certain achievements in the new energy vehicle industry, the sector still has problems, including insufficient supply of critical technology and uneven development in the wider market,” said Xin Guobin, an official from the Ministry of Industry and Information Technology. “These need to be responded to.” </p><p style=\"text-align: start;\">While new cars are generally subject to a 10% sales tax, it hasn’t applied to clean-energy vehicles since 2014 and the policy was recently extended through 2023. Wednesday’s announcement pushes that date to the end of 2025 for clean cars priced under 300,000 yuan ($41,700) that don’t seat more than nine people. Cars priced under 150,000 yuan will get further support through the end of 2027. </p><p>Officials also reiterated their commitment to building more charging infrastructure and promoting EV sales. They are particularly focused on rural areas, where EVs and plug-in hybrids account for as little as 4% of new car sales, compared to the national average of 25.6% last year.</p><p style=\"text-align: start;\">China sold nearly 5.67 million clean cars last year, a 90% increase from a year earlier. The government has been doling out generous incentives to buyers and subsidies to carmakers for more than a decade to support the sector, leading hundreds of companies to enter the market. Purchasing an EV gave consumers 60,000 yuan back in incentives at one point, though that program ended last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167082525","content_text":"Chinese EV ADRs jumped in morning trading, with Li Auto stock rising over 5%.China extended tax breaks for consumers buying clean cars through 2027, estimated to be worth 520 billion yuan ($72.3 billion) in the coming four years, in an effort to bolster its flagging electric-vehicle industry.The move, announced at a briefing in Beijing on Wednesday, is the latest in a series of steps to lift sales and production in the world’s biggest EV market. “Even though China has accomplished certain achievements in the new energy vehicle industry, the sector still has problems, including insufficient supply of critical technology and uneven development in the wider market,” said Xin Guobin, an official from the Ministry of Industry and Information Technology. “These need to be responded to.” While new cars are generally subject to a 10% sales tax, it hasn’t applied to clean-energy vehicles since 2014 and the policy was recently extended through 2023. Wednesday’s announcement pushes that date to the end of 2025 for clean cars priced under 300,000 yuan ($41,700) that don’t seat more than nine people. Cars priced under 150,000 yuan will get further support through the end of 2027. Officials also reiterated their commitment to building more charging infrastructure and promoting EV sales. They are particularly focused on rural areas, where EVs and plug-in hybrids account for as little as 4% of new car sales, compared to the national average of 25.6% last year.China sold nearly 5.67 million clean cars last year, a 90% increase from a year earlier. The government has been doling out generous incentives to buyers and subsidies to carmakers for more than a decade to support the sector, leading hundreds of companies to enter the market. Purchasing an EV gave consumers 60,000 yuan back in incentives at one point, though that program ended last year.","news_type":1,"symbols_score_info":{"XPEV":1,"NIO":1,"LI":1}},"isVote":1,"tweetType":1,"viewCount":1599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189762751910152,"gmtCreate":1687354529770,"gmtModify":1687354533274,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189762751910152","repostId":"1151610726","repostType":2,"repost":{"id":"1151610726","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":1687354241,"share":"https://ttm.financial/m/news/1151610726?lang=en_US&edition=fundamental","pubTime":"2023-06-21 21:30","market":"us","language":"en","title":"Stocks Fall for a Third Day As Market Rally Loses Steam","url":"https://stock-news.laohu8.com/highlight/detail?id=1151610726","media":"Tiger Newspress","summary":"U.S. stocks were lower on Wednesday as investors took a breather from last week’s market rally, and ","content":"<html><head></head><body><p>U.S. stocks were lower on Wednesday as investors took a breather from last week’s market rally, and weighed Federal Reserve Chair Jerome Powell’s latest comments on inflation.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average slid 113 points, or 0.3%. The S&amp;P 500 and Nasdaq Composite dipped 0.4% each.</p><p style=\"text-align: start;\">FedEx shares fell 2.4% after the shipping giant posted weaker-than-expected revenue for its most recent quarter. Winnebago shares slid more than 5% after the motorhome maker missed third-quarter revenue estimates.</p><p style=\"text-align: start;\">Investors are coming off a second straight trading day of losses. On Tuesday, the Dow fell 245.25 points, or 0.72%. The S&amp;P 500 slid 0.47%, and the Nasdaq Composite lost 0.16%.</p><p style=\"text-align: start;\">Quincy Krosby, chief global strategist for LPL Financial, said stocks are overbought and in need of a catalyst after its recent gains. Last week, the S&amp;P 500 hit its highest level since April 2022 and posted its fifth consecutive positive week.</p><p style=\"text-align: start;\">“With the S&amp;P 500 and Nasdaq marching higher and breaking through key resistance levels, and underpinned by stronger volume and broader participation, markets reached short-term overbought levels on Friday,” she said by email.</p><p style=\"text-align: start;\">Powell said Wednesday that more rate hikes are likely ahead as the central bank tries to combat inflation. Those comments come after the conclusion of last week’s meeting when the central bank held off from raising rates after 10 straight consecutive hikes. However, officials indicated there could be two more quarter-percentage point moves on the horizon this year.</p><p style=\"text-align: start;\">“Nearly all FOMC participants expect that it will be appropriate to raise interest rates somewhat further by the end of the year,” Powell said Wednesday in prepared remarks for the House Financial Services Committee.</p><p style=\"text-align: start;\">As far as quarterly results, KB Home will report after the close.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Fall for a Third Day As Market Rally Loses Steam</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\">\nStocks Fall for a Third Day As Market Rally Loses Steam\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-06-21 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks were lower on Wednesday as investors took a breather from last week’s market rally, and weighed Federal Reserve Chair Jerome Powell’s latest comments on inflation.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average slid 113 points, or 0.3%. The S&amp;P 500 and Nasdaq Composite dipped 0.4% each.</p><p style=\"text-align: start;\">FedEx shares fell 2.4% after the shipping giant posted weaker-than-expected revenue for its most recent quarter. Winnebago shares slid more than 5% after the motorhome maker missed third-quarter revenue estimates.</p><p style=\"text-align: start;\">Investors are coming off a second straight trading day of losses. On Tuesday, the Dow fell 245.25 points, or 0.72%. The S&amp;P 500 slid 0.47%, and the Nasdaq Composite lost 0.16%.</p><p style=\"text-align: start;\">Quincy Krosby, chief global strategist for LPL Financial, said stocks are overbought and in need of a catalyst after its recent gains. Last week, the S&amp;P 500 hit its highest level since April 2022 and posted its fifth consecutive positive week.</p><p style=\"text-align: start;\">“With the S&amp;P 500 and Nasdaq marching higher and breaking through key resistance levels, and underpinned by stronger volume and broader participation, markets reached short-term overbought levels on Friday,” she said by email.</p><p style=\"text-align: start;\">Powell said Wednesday that more rate hikes are likely ahead as the central bank tries to combat inflation. Those comments come after the conclusion of last week’s meeting when the central bank held off from raising rates after 10 straight consecutive hikes. However, officials indicated there could be two more quarter-percentage point moves on the horizon this year.</p><p style=\"text-align: start;\">“Nearly all FOMC participants expect that it will be appropriate to raise interest rates somewhat further by the end of the year,” Powell said Wednesday in prepared remarks for the House Financial Services Committee.</p><p style=\"text-align: start;\">As far as quarterly results, KB Home will report after the close.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151610726","content_text":"U.S. stocks were lower on Wednesday as investors took a breather from last week’s market rally, and weighed Federal Reserve Chair Jerome Powell’s latest comments on inflation.The Dow Jones Industrial Average slid 113 points, or 0.3%. The S&P 500 and Nasdaq Composite dipped 0.4% each.FedEx shares fell 2.4% after the shipping giant posted weaker-than-expected revenue for its most recent quarter. Winnebago shares slid more than 5% after the motorhome maker missed third-quarter revenue estimates.Investors are coming off a second straight trading day of losses. On Tuesday, the Dow fell 245.25 points, or 0.72%. The S&P 500 slid 0.47%, and the Nasdaq Composite lost 0.16%.Quincy Krosby, chief global strategist for LPL Financial, said stocks are overbought and in need of a catalyst after its recent gains. Last week, the S&P 500 hit its highest level since April 2022 and posted its fifth consecutive positive week.“With the S&P 500 and Nasdaq marching higher and breaking through key resistance levels, and underpinned by stronger volume and broader participation, markets reached short-term overbought levels on Friday,” she said by email.Powell said Wednesday that more rate hikes are likely ahead as the central bank tries to combat inflation. Those comments come after the conclusion of last week’s meeting when the central bank held off from raising rates after 10 straight consecutive hikes. However, officials indicated there could be two more quarter-percentage point moves on the horizon this year.“Nearly all FOMC participants expect that it will be appropriate to raise interest rates somewhat further by the end of the year,” Powell said Wednesday in prepared remarks for the House Financial Services Committee.As far as quarterly results, KB Home will report after the close.","news_type":1,"symbols_score_info":{".IXIC":1,".SPX":1,".DJI":1}},"isVote":1,"tweetType":1,"viewCount":1462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182852570075240,"gmtCreate":1685650818879,"gmtModify":1685650822641,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very informative.","listText":"Very informative.","text":"Very informative.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182852570075240","repostId":"182269390356600","repostType":1,"repost":{"id":182269390356600,"gmtCreate":1685526747296,"gmtModify":1685527639983,"author":{"id":"3527667700230874","authorId":"3527667700230874","name":"TigerTradingNotes","avatar":"https://community-static.tradeup.com/news/db3863887ac73edf5244d41303c9bcc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667700230874","idStr":"3527667700230874"},"themes":[],"title":"A \"High-Profitability\" Trading Strategy - Stop-Loss and Take-Profit","htmlText":"On October 19, 1987, the Dow Jones Industrial Average plummeted from a high of 2,246.74 points to 1,738.74 points, experiencing a 508-point drop. The Chicago Mercantile Exchange witnessed a staggering 28.6% decline in the S&amp;P 500 index futures for December contracts throughout the day.In the face of this situation, many investors not only failed to implement stop-loss measures but also increased their buying. However, professional trader Martin Schwartz demonstrated his risk awareness by promptly implementing a stop-loss strategy.This case highlights the importance of considering stop-loss criteria and plans before entering the market. When market conditions deviate, decisive actions should be taken.How to Set Stop-Loss and Take-Profit OrdersTiger currently provides the functionality t","listText":"On October 19, 1987, the Dow Jones Industrial Average plummeted from a high of 2,246.74 points to 1,738.74 points, experiencing a 508-point drop. The Chicago Mercantile Exchange witnessed a staggering 28.6% decline in the S&amp;P 500 index futures for December contracts throughout the day.In the face of this situation, many investors not only failed to implement stop-loss measures but also increased their buying. However, professional trader Martin Schwartz demonstrated his risk awareness by promptly implementing a stop-loss strategy.This case highlights the importance of considering stop-loss criteria and plans before entering the market. When market conditions deviate, decisive actions should be taken.How to Set Stop-Loss and Take-Profit OrdersTiger currently provides the functionality t","text":"On October 19, 1987, the Dow Jones Industrial Average plummeted from a high of 2,246.74 points to 1,738.74 points, experiencing a 508-point drop. The Chicago Mercantile Exchange witnessed a staggering 28.6% decline in the S&P 500 index futures for December contracts throughout the day.In the face of this situation, many investors not only failed to implement stop-loss measures but also increased their buying. However, professional trader Martin Schwartz demonstrated his risk awareness by promptly implementing a stop-loss strategy.This case highlights the importance of considering stop-loss criteria and plans before entering the market. When market conditions deviate, decisive actions should be taken.How to Set Stop-Loss and Take-Profit OrdersTiger currently provides the functionality t","images":[{"img":"https://community-static.tradeup.com/news/1c1a1af89551802b33fe4000f5bf87a7","width":"1077","height":"2161"},{"img":"https://community-static.tradeup.com/news/878b8e793b615ce121220a5a65009bc6","width":"1070","height":"1225"},{"img":"https://community-static.tradeup.com/news/30e0409d888d7492246dc3be3e08a414","width":"1159","height":"2141"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182269390356600","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182852170756128,"gmtCreate":1685650713346,"gmtModify":1685650716829,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Great Article.","listText":"Great Article.","text":"Great Article.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182852170756128","repostId":"182646759243776","repostType":1,"repost":{"id":182646759243776,"gmtCreate":1685619008691,"gmtModify":1685619019049,"author":{"id":"4144906086863692","authorId":"4144906086863692","name":"NAI500","avatar":"https://community-static.tradeup.com/news/01a5cfb1c65c21d31f28a3934107c034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144906086863692","idStr":"4144906086863692"},"themes":[],"title":"3 Dividend Kings: Investing in Passive Income Gems Amidst a Hot Growth Stock Market","htmlText":"Since 2023, many U.S. growth stocks that had plummeted last year are now reaching new 52-week highs, fueling optimism among investors. However, risk-averse investors are better off avoiding chasing these hotspots and focusing on passive income investment goals, such as the following three Dividend Kings.By evenly distributing investments in <a href=\"https://ttm.financial/S/TGT\">$Target(TGT)$</a>, <a href=\"https://ttm.financial/S/SWK\">$Stanley Black &amp; Decker(SWK)$</a>, and <a href=\"https://ttm.financial/S/CDUAF\">$Canadian Utilities Ltd.(CDUAF)$</a>, three dividend kings from different industries, the dividend yield of this portfolio can reach 4%.Buying the Dip on <a href=\"https://ttm.financial/S/TGT\">$Target(TGT)$</a> Target's stock price surged earlier this year but has declined nearly","listText":"Since 2023, many U.S. growth stocks that had plummeted last year are now reaching new 52-week highs, fueling optimism among investors. However, risk-averse investors are better off avoiding chasing these hotspots and focusing on passive income investment goals, such as the following three Dividend Kings.By evenly distributing investments in <a href=\"https://ttm.financial/S/TGT\">$Target(TGT)$</a>, <a href=\"https://ttm.financial/S/SWK\">$Stanley Black &amp; Decker(SWK)$</a>, and <a href=\"https://ttm.financial/S/CDUAF\">$Canadian Utilities Ltd.(CDUAF)$</a>, three dividend kings from different industries, the dividend yield of this portfolio can reach 4%.Buying the Dip on <a href=\"https://ttm.financial/S/TGT\">$Target(TGT)$</a> Target's stock price surged earlier this year but has declined nearly","text":"Since 2023, many U.S. growth stocks that had plummeted last year are now reaching new 52-week highs, fueling optimism among investors. However, risk-averse investors are better off avoiding chasing these hotspots and focusing on passive income investment goals, such as the following three Dividend Kings.By evenly distributing investments in $Target(TGT)$, $Stanley Black & Decker(SWK)$, and $Canadian Utilities Ltd.(CDUAF)$, three dividend kings from different industries, the dividend yield of this portfolio can reach 4%.Buying the Dip on $Target(TGT)$ Target's stock price surged earlier this year but has declined nearly","images":[{"img":"https://community-static.tradeup.com/news/6b904e2c66590c521e92df49a58f8dca","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/1decc64455ea8f5ee9e1ab5e5703955c","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/c7f5600746c64e98847e43fe8f0cf816","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182646759243776","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9948237602,"gmtCreate":1680710942607,"gmtModify":1680710944445,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very informative&nbsp;","listText":"Very informative&nbsp;","text":"Very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":33,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948237602","repostId":"2324987269","repostType":4,"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":201773363028096,"gmtCreate":1690297522018,"gmtModify":1690297525828,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very informative&nbsp;","listText":"Very informative&nbsp;","text":"Very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/201773363028096","repostId":"2354338651","repostType":2,"repost":{"id":"2354338651","kind":"highlight","pubTimestamp":1690299084,"share":"https://ttm.financial/m/news/2354338651?lang=en_US&edition=fundamental","pubTime":"2023-07-25 23:31","market":"us","language":"en","title":"3 AI Stocks to Sell Before the Competition Crushes Them","url":"https://stock-news.laohu8.com/highlight/detail?id=2354338651","media":"InvestorPlace","summary":"AI stocks are on fire. But these three are unlikely to be the long-term winners from this technology, making them the top AI stocks to sell.","content":"<div>\n<p>AI stocks are soaring, but these three overhyped picks are set to plunge once the hype wears off.C3.ai (AI): C3.ai isn’t focused on the sorts of consumer AI solutions that are currently generating ...</p>\n\n<a href=\"https://investorplace.com/2023/07/3-ai-stocks-to-sell-before-the-competition-crushes-them/\">Source Link</a>\n\n</div>\n","source":"investorplace_stock_picks","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>3 AI Stocks to Sell Before the Competition Crushes Them</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 AI Stocks to Sell Before the Competition Crushes Them\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-25 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/07/3-ai-stocks-to-sell-before-the-competition-crushes-them/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI stocks are soaring, but these three overhyped picks are set to plunge once the hype wears off.C3.ai (AI): C3.ai isn’t focused on the sorts of consumer AI solutions that are currently generating ...</p>\n\n<a href=\"https://investorplace.com/2023/07/3-ai-stocks-to-sell-before-the-competition-crushes-them/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPST":"Upstart Holdings, Inc.","AI":"C3.ai, Inc.","SOUN":"SoundHound AI Inc"},"source_url":"https://investorplace.com/2023/07/3-ai-stocks-to-sell-before-the-competition-crushes-them/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2354338651","content_text":"AI stocks are soaring, but these three overhyped picks are set to plunge once the hype wears off.C3.ai (AI): C3.ai isn’t focused on the sorts of consumer AI solutions that are currently generating interest.Upstart (UPST): This FinTech company is using AI gloss to improve the appearance of its otherwise underwhelming lending platform.SoundHound AI (SOUN): The voice AI company’s market cap has run far ahead of its revenues or business prospects.Traders have made artificial intelligence (AI) 2023’s hottest investing theme and with good reason. It’s truly remarkable how quickly generative AI solutions have developed in chatbot and image generation fields. However, this technology has created a lot of overvalued AI stocks.Reportedly, there were approximately 2,000 companies involved in the U.S. car industry in its early years; within a short period, this dropped to less than 100. In later decades, it would fall to just a handful of surviving U.S. automakers. In a similar way, we’re seeing an endless number of firms entering the AI field, hoping to cash in on this emerging technology.Just as we saw with cars, however, there will be a winnowing of the AI arena, especially as the existing tech titans are now deploying serious capital in the field. That will lead many second or third-tier AI stocks to decline. In particular, it’s time to consider dumping these three AI stocks to sell before the competition crushes them.C3.ai (AI)C3.ai (NYSE: AI) is an enterprise software company that offers solutions for data analysis, customer relationship management tools, predictive analytics, and more.The company was launched with a focus on the energy industry and was previously named C3 Energy Management and then C3 IoT before its current moniker. That speaks to C3’s challenges in finding a working business model. When oil prices were high, C3 wanted to benefit from that enthusiasm. Then it leaned into the Internet of Things phenomenon for a few years. Now C3 wants investors to view it as a sleek AI play.The truth is rather less exciting. C3 has a meaningful enterprise software business, but one that has little relation to the generative consumer AI applications we’ve seen take off in 2023.And C3’s actual business has barely shown a pulse this year, despite the AI enthusiasm. For the quarter ending April 30, 2023, C3.ai’s revenues were up a measly 0.1% — from $72.3 million to $72.4 million — vs. the same quarter of 2022. The AI revolution may be here, but there’s little evidence that C3.ai will be leading the way forward.Upstart (UPST)Upstart (NASDAQ: UPST) is a FinTech company focused on lending. The company rose to prominence in 2021, with shares surging nearly tenfold in 2021 amid the vigorous tech stock rally of that year.However, Upstart’s business never came close to justifying the peak $400 share price. Soon, UPST stock lost more than 90% of its value as the company’s operations ran massive losses.Upstart stock has staged an unlikely comeback this year, however. Thanks to the company’s marketing of itself as an AI-powered lending platform, traders have started rushing back into UPST stock again. Like in 2021, this is bound to end badly.That’s because, while the stock price may be up, Upstart’s actual business is imploding. Last quarter, the company’s revenues plunged 67% to just $103 million. Total loans originated sunk 78% year-over-year. The company lost $132 million from operations in a single quarter. Upstart may have AI-powered loans, but there has not proven to be much demand for or profitability generated by said loans.SoundHound AI (SOUN)SoundHound AI (NASDAQ: SOUN) is developing AI-powered voice tools and solutions. Its Houndify platform aims to help brands generate voice assistants, speech recognition, text-to-speech tools and other related offerings.Given the excitement around generative AI, it’s not surprising that traders have gotten excited about SOUN stock, with average trading volume hitting nearly 15 million shares per day.Unfortunately, the hype may be well ahead of the actual product’s utility to customers at this point. SoundHound AI generated just $31 million in revenues last year, and analysts see that growing to $45 million this year. That’s a respectable growth rate but still adds up to a rather diminutive overall operation.SoundHound AI is running sizable losses, and analysts expect the company to continue losing money through at least 2025. And, despite the low share price, SoundHound AI is not cheap. With its large outstanding share count, the company actually has a market capitalization of almost $700 million. That’s simply a massive price tag for a small money-losing operation such as SoundHound AI.","news_type":1,"symbols_score_info":{"SOUN":1,"AI":0.9,"UPST":1}},"isVote":1,"tweetType":1,"viewCount":1547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942337636,"gmtCreate":1681132961425,"gmtModify":1681132964894,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very Informative","listText":"Very Informative","text":"Very Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":29,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942337636","repostId":"2326169605","repostType":2,"repost":{"id":"2326169605","kind":"highlight","pubTimestamp":1681125337,"share":"https://ttm.financial/m/news/2326169605?lang=en_US&edition=fundamental","pubTime":"2023-04-10 19:15","market":"us","language":"en","title":"3 Top Tech Stocks to Buy in April","url":"https://stock-news.laohu8.com/highlight/detail?id=2326169605","media":"Motley Fool","summary":"These beaten-down tech names could make a comeback in 2023.","content":"<div>\n<p>While the tech sector has bounced back somewhat to start 2023, many of the best technology stocks are still far below their highs. Not only that, but many tech companies that overhired or spent too ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/10/3-top-tech-stocks-to-buy-in-april/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Tech Stocks to Buy in April</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\">\n3 Top Tech Stocks to Buy in April\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-10 19:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/10/3-top-tech-stocks-to-buy-in-april/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While the tech sector has bounced back somewhat to start 2023, many of the best technology stocks are still far below their highs. Not only that, but many tech companies that overhired or spent too ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/10/3-top-tech-stocks-to-buy-in-april/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DELL":"戴尔","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4534":"瑞士信贷持仓","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4503":"景林资产持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4122":"互联网与直销零售","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4527":"明星科技股","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0238689110.USD":"贝莱德环球动力股票基金","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","PYPL":"PayPal","BK4535":"淡马锡持仓","LU0109392836.USD":"富兰克林科技股A","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","AMZN":"亚马逊","BK4579":"人工智能","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4551":"寇图资本持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4554":"元宇宙及AR概念","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC"},"source_url":"https://www.fool.com/investing/2023/04/10/3-top-tech-stocks-to-buy-in-april/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326169605","content_text":"While the tech sector has bounced back somewhat to start 2023, many of the best technology stocks are still far below their highs. Not only that, but many tech companies that overhired or spent too much during the pandemic are also in the process of streamlining their operations, with a focus on efficiency and profitability.That bodes well for these three innovators as we come out of this interest rate-raising cycle. But while the economic slowdown may persist for a while, these tech stocks could take off well before business picks back up, making these three stocks prime buys for the month of April.AmazonPerhaps the poster child for pandemic-era excesses, Amazon is now pivoting to efficiency in a big way, which should pay dividends for shareholders. With the stock still 46% below all-time highs, investors would be wise to pick up shares of this undisputed leader in both e-commerce and cloud computing this month.When the pandemic was in full swing, Amazon decided to hire workers and expand its distribution and logistics platform as much as needed. Because a lot of these decisions on construction are made with a multiyear lag, that spending continued into early 2022, even as growth decelerated following the COVID boom in e-commerce sales.But Amazon now seems deadly serious about pivoting to efficiency. After announcing 10,000 layoffs late last year, the company upped that figure to 18,000 layoffs in January, before adding another 9,000 layoffs on March 20. That's obviously not great for workers, but it's probably needed, as Amazon had added more than 800,000 workers between 2019 and 2021, more doubling its workforce.There are also some hints that Amazon's efficiency drive, which began about a year ago, is already bearing fruit. One particular metric I look at is Amazon's growth in shipping costs versus the growth in paid units delivered, which Amazon discloses in its filings. During the pandemic, Amazon's units shipped skyrocketed, but shipping costs actually increased by an even greater amount every quarter through the first two quarters of 2022. However, beginning in the third quarter of 2022, shipping cost growth fell beneath paid units growth.That bodes well for improving profitability in the core e-commerce segment in 2023. In addition, Amazon's percentage of sales from third-party sellers is steadily increasing, making up 59% of sales last quarter, and should also help profits as those sales tend to be higher-profit than sales Amazon makes from its own inventory. And Amazon's advertising services continue to roll along, achieving a very respectable 23% growth rate in constant currency last quarter, even as the larger advertising world is in a downturn.There are also some concerns about a slowdown in Amazon Web Services (AWS), which is understandable given the current deceleration in that unit. However, AWS is helping a broad cross-section of its customers look to cut costs all at once, as interest rate increases affect a broader proportion of customers than the pandemic did. However, Amazon's long-term customer commitments grew 37.3% last year, well exceeding revenue growth of 20%, as revenue is recorded based on current usage. So with solid growth in long-term contracts, AWS appears to still have a lot of growth ahead.Moreover, the advent of generative artificial intelligence will only increase demand for computing power, which should benefit not just Amazon's rivals but also AWS, which provides access to supercomputing tools developers and start-ups need to make AI work. It's early stages in the AI wars, and one can be sure that AWS, with its cloud computing market share lead, won't be left on the sidelines.E-commerce names have been beaten-down, but some look cheap today. Image source: Getty Images.PayPalThe fintech sector broadly, and PayPal specifically, had a very bad year in 2022, and the stock still sits more than 76% below its all-time highs of late 2021. Moreover, PayPal's forward P/E ratio has fallen to just over 15 times this year's expected earnings.PYPL Percent Off All-Time High data by YChartsYet the growth and profitability headwinds that PayPal faced last year has recently shown signs of bottoming out. Last quarter, revenue grew 7% and 9% on a constant-currency basis. Adjusted for the loss of the eBay contract that has been rolling off over the past four years, growth was 8% and 10% on a constant currency basis. The last of the eBay roll-off occurred in the third quarter of 2022; therefore, PayPal's headline revenue growth could get a boost starting in the fourth quarter, as it will no longer be comping against that headwind.The Q4 growth rate is no doubt a deceleration from PayPal's heady growth of 2020 and 2021, but at this current valuation, it's not that bad, especially if PayPal can remain highly profitable. The good news on that front is that PayPal seems to be turning its declining margins around. After margins declined significantly from late 2021 through the second quarter of 2022, PayPal has shown two consecutive quarters of sequential improvements in non-GAAP operating margins, increasing from 19.1% in the second quarter 2022 to 22.9% in the fourth quarter. Yes, that's still below peak operating margins of 25.1% back in 2020, but it's still headed in the right direction. Earnings per share also accelerated to 11% growth in Q4, reversing three straight quarters of EPS declines.Unlike some other high-growth tech peers, PayPal also generates significant free cash flow, and it has a solid balance sheet, with $15.9 billion in cash against just $10.8 billion in debt. Despite 2022 being an off year in which growth decelerated and earnings came down, PayPal still generated $5.1 billion in free cash flow, returning $4.2 billion of that to shareholders in the form of share repurchases.That's a positive use of cash when the stock is this cheap, and it's likely to benefit shareholders when PayPal emerges from the downturn. PayPal has a relatively diverse business across branded checkout, merchant payment processing, the Venmo P2P platform, working capital loans, and buy-now-pay-later services. That diversity should generate consistent cash flow through a cycle, allowing PayPal to both repurchase stock and invest in new growth drivers, either organically or through acquisitions.Image source: Getty Images.Dell TechnologiesPC and server leader Dell Technologies is currently feeling the fallout of the worst PC downturn in modern history -- a bitter hangover from the booming PC sales during the pandemic. But the good news is, Dell is handling this downturn rather well. Its client solutions group plunged 23% last quarter, but the unit, which sells PCs to both consumers and businesses, was still profitable, with segment operating income of $671 million.While Dell might be clouded with the reputation of the difficult PC business, Dell now currently makes the majority of operating profits from its server segment. While that unit is also slowing, it did post 7% growth last quarter, but an even more encouraging 40% growth in operating income, as Dell is able to grow revenue without a meaningful increase in costs.Dell actually has the leading market share in the server industry today. And while businesses may slow down their data center purchases in the near term, the emerging artificial intelligence wars should propel demand for high-performance servers over the long run and be a longer-term tailwind.In addition, there could be a brewing turnaround in PCs. A recent note from Trendforce research projects an 11% quarter-over-quarter improvement in notebook shipments. While that is off an extremely low base in the first quarter and would still leave shipments far below last year's levels, it could at least indicate that the PC market may be bottoming out here.Anticipating a downturn, investors have sold off Dell to just 5.3 times its 2022 adjusted earnings per share. That's absurdly cheap. But even if Dell does see some additional profit declines in the near term, the company should remain profitable overall and continue paying out its growing 3.6% dividend regardless. Once the economy and rate environment normalizes, this bargain-priced stock should take off again.","news_type":1,"symbols_score_info":{"PYPL":0.9,"AMZN":0.9,"DELL":0.9}},"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189764692639888,"gmtCreate":1687354794060,"gmtModify":1687354795655,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189764692639888","repostId":"1167082525","repostType":2,"repost":{"id":"1167082525","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":1687354548,"share":"https://ttm.financial/m/news/1167082525?lang=en_US&edition=fundamental","pubTime":"2023-06-21 21:35","market":"us","language":"en","title":"Chinese EV ADRs Jump in Morning Trading, With Li Auto Stock Rising Over 5%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1167082525","media":"Tiger Newspress","summary":"China Extends Tax Breaks for New Energy Vehicles Until 2027","content":"<html><head></head><body><p>Chinese EV ADRs jumped in morning trading, with Li Auto stock rising over 5%.</p><p>China extended tax breaks for consumers buying clean cars through 2027, estimated to be worth 520 billion yuan ($72.3 billion) in the coming four years, in an effort to bolster its flagging electric-vehicle industry.</p><p style=\"text-align: start;\">The move, announced at a briefing in Beijing on Wednesday, is the latest in a series of steps to lift sales and production in the world’s biggest EV market. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e22cc92345b6b3a2857a532e6c69bfc3\" tg-width=\"470\" tg-height=\"242\"/></p><p>“Even though China has accomplished certain achievements in the new energy vehicle industry, the sector still has problems, including insufficient supply of critical technology and uneven development in the wider market,” said Xin Guobin, an official from the Ministry of Industry and Information Technology. “These need to be responded to.” </p><p style=\"text-align: start;\">While new cars are generally subject to a 10% sales tax, it hasn’t applied to clean-energy vehicles since 2014 and the policy was recently extended through 2023. Wednesday’s announcement pushes that date to the end of 2025 for clean cars priced under 300,000 yuan ($41,700) that don’t seat more than nine people. Cars priced under 150,000 yuan will get further support through the end of 2027. </p><p>Officials also reiterated their commitment to building more charging infrastructure and promoting EV sales. They are particularly focused on rural areas, where EVs and plug-in hybrids account for as little as 4% of new car sales, compared to the national average of 25.6% last year.</p><p style=\"text-align: start;\">China sold nearly 5.67 million clean cars last year, a 90% increase from a year earlier. The government has been doling out generous incentives to buyers and subsidies to carmakers for more than a decade to support the sector, leading hundreds of companies to enter the market. Purchasing an EV gave consumers 60,000 yuan back in incentives at one point, though that program ended last year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese EV ADRs Jump in Morning Trading, With Li Auto Stock Rising Over 5%.</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\">\nChinese EV ADRs Jump in Morning Trading, With Li Auto Stock Rising Over 5%.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-06-21 21:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese EV ADRs jumped in morning trading, with Li Auto stock rising over 5%.</p><p>China extended tax breaks for consumers buying clean cars through 2027, estimated to be worth 520 billion yuan ($72.3 billion) in the coming four years, in an effort to bolster its flagging electric-vehicle industry.</p><p style=\"text-align: start;\">The move, announced at a briefing in Beijing on Wednesday, is the latest in a series of steps to lift sales and production in the world’s biggest EV market. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e22cc92345b6b3a2857a532e6c69bfc3\" tg-width=\"470\" tg-height=\"242\"/></p><p>“Even though China has accomplished certain achievements in the new energy vehicle industry, the sector still has problems, including insufficient supply of critical technology and uneven development in the wider market,” said Xin Guobin, an official from the Ministry of Industry and Information Technology. “These need to be responded to.” </p><p style=\"text-align: start;\">While new cars are generally subject to a 10% sales tax, it hasn’t applied to clean-energy vehicles since 2014 and the policy was recently extended through 2023. Wednesday’s announcement pushes that date to the end of 2025 for clean cars priced under 300,000 yuan ($41,700) that don’t seat more than nine people. Cars priced under 150,000 yuan will get further support through the end of 2027. </p><p>Officials also reiterated their commitment to building more charging infrastructure and promoting EV sales. They are particularly focused on rural areas, where EVs and plug-in hybrids account for as little as 4% of new car sales, compared to the national average of 25.6% last year.</p><p style=\"text-align: start;\">China sold nearly 5.67 million clean cars last year, a 90% increase from a year earlier. The government has been doling out generous incentives to buyers and subsidies to carmakers for more than a decade to support the sector, leading hundreds of companies to enter the market. Purchasing an EV gave consumers 60,000 yuan back in incentives at one point, though that program ended last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167082525","content_text":"Chinese EV ADRs jumped in morning trading, with Li Auto stock rising over 5%.China extended tax breaks for consumers buying clean cars through 2027, estimated to be worth 520 billion yuan ($72.3 billion) in the coming four years, in an effort to bolster its flagging electric-vehicle industry.The move, announced at a briefing in Beijing on Wednesday, is the latest in a series of steps to lift sales and production in the world’s biggest EV market. “Even though China has accomplished certain achievements in the new energy vehicle industry, the sector still has problems, including insufficient supply of critical technology and uneven development in the wider market,” said Xin Guobin, an official from the Ministry of Industry and Information Technology. “These need to be responded to.” While new cars are generally subject to a 10% sales tax, it hasn’t applied to clean-energy vehicles since 2014 and the policy was recently extended through 2023. Wednesday’s announcement pushes that date to the end of 2025 for clean cars priced under 300,000 yuan ($41,700) that don’t seat more than nine people. Cars priced under 150,000 yuan will get further support through the end of 2027. Officials also reiterated their commitment to building more charging infrastructure and promoting EV sales. They are particularly focused on rural areas, where EVs and plug-in hybrids account for as little as 4% of new car sales, compared to the national average of 25.6% last year.China sold nearly 5.67 million clean cars last year, a 90% increase from a year earlier. The government has been doling out generous incentives to buyers and subsidies to carmakers for more than a decade to support the sector, leading hundreds of companies to enter the market. Purchasing an EV gave consumers 60,000 yuan back in incentives at one point, though that program ended last year.","news_type":1,"symbols_score_info":{"XPEV":1,"NIO":1,"LI":1}},"isVote":1,"tweetType":1,"viewCount":1599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189778522685560,"gmtCreate":1687358168090,"gmtModify":1687358172060,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189778522685560","repostId":"1173851308","repostType":2,"isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189762751910152,"gmtCreate":1687354529770,"gmtModify":1687354533274,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189762751910152","repostId":"1151610726","repostType":2,"repost":{"id":"1151610726","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":1687354241,"share":"https://ttm.financial/m/news/1151610726?lang=en_US&edition=fundamental","pubTime":"2023-06-21 21:30","market":"us","language":"en","title":"Stocks Fall for a Third Day As Market Rally Loses Steam","url":"https://stock-news.laohu8.com/highlight/detail?id=1151610726","media":"Tiger Newspress","summary":"U.S. stocks were lower on Wednesday as investors took a breather from last week’s market rally, and ","content":"<html><head></head><body><p>U.S. stocks were lower on Wednesday as investors took a breather from last week’s market rally, and weighed Federal Reserve Chair Jerome Powell’s latest comments on inflation.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average slid 113 points, or 0.3%. The S&amp;P 500 and Nasdaq Composite dipped 0.4% each.</p><p style=\"text-align: start;\">FedEx shares fell 2.4% after the shipping giant posted weaker-than-expected revenue for its most recent quarter. Winnebago shares slid more than 5% after the motorhome maker missed third-quarter revenue estimates.</p><p style=\"text-align: start;\">Investors are coming off a second straight trading day of losses. On Tuesday, the Dow fell 245.25 points, or 0.72%. The S&amp;P 500 slid 0.47%, and the Nasdaq Composite lost 0.16%.</p><p style=\"text-align: start;\">Quincy Krosby, chief global strategist for LPL Financial, said stocks are overbought and in need of a catalyst after its recent gains. Last week, the S&amp;P 500 hit its highest level since April 2022 and posted its fifth consecutive positive week.</p><p style=\"text-align: start;\">“With the S&amp;P 500 and Nasdaq marching higher and breaking through key resistance levels, and underpinned by stronger volume and broader participation, markets reached short-term overbought levels on Friday,” she said by email.</p><p style=\"text-align: start;\">Powell said Wednesday that more rate hikes are likely ahead as the central bank tries to combat inflation. Those comments come after the conclusion of last week’s meeting when the central bank held off from raising rates after 10 straight consecutive hikes. However, officials indicated there could be two more quarter-percentage point moves on the horizon this year.</p><p style=\"text-align: start;\">“Nearly all FOMC participants expect that it will be appropriate to raise interest rates somewhat further by the end of the year,” Powell said Wednesday in prepared remarks for the House Financial Services Committee.</p><p style=\"text-align: start;\">As far as quarterly results, KB Home will report after the close.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Fall for a Third Day As Market Rally Loses Steam</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\">\nStocks Fall for a Third Day As Market Rally Loses Steam\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-06-21 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks were lower on Wednesday as investors took a breather from last week’s market rally, and weighed Federal Reserve Chair Jerome Powell’s latest comments on inflation.</p><p style=\"text-align: start;\">The Dow Jones Industrial Average slid 113 points, or 0.3%. The S&amp;P 500 and Nasdaq Composite dipped 0.4% each.</p><p style=\"text-align: start;\">FedEx shares fell 2.4% after the shipping giant posted weaker-than-expected revenue for its most recent quarter. Winnebago shares slid more than 5% after the motorhome maker missed third-quarter revenue estimates.</p><p style=\"text-align: start;\">Investors are coming off a second straight trading day of losses. On Tuesday, the Dow fell 245.25 points, or 0.72%. The S&amp;P 500 slid 0.47%, and the Nasdaq Composite lost 0.16%.</p><p style=\"text-align: start;\">Quincy Krosby, chief global strategist for LPL Financial, said stocks are overbought and in need of a catalyst after its recent gains. Last week, the S&amp;P 500 hit its highest level since April 2022 and posted its fifth consecutive positive week.</p><p style=\"text-align: start;\">“With the S&amp;P 500 and Nasdaq marching higher and breaking through key resistance levels, and underpinned by stronger volume and broader participation, markets reached short-term overbought levels on Friday,” she said by email.</p><p style=\"text-align: start;\">Powell said Wednesday that more rate hikes are likely ahead as the central bank tries to combat inflation. Those comments come after the conclusion of last week’s meeting when the central bank held off from raising rates after 10 straight consecutive hikes. However, officials indicated there could be two more quarter-percentage point moves on the horizon this year.</p><p style=\"text-align: start;\">“Nearly all FOMC participants expect that it will be appropriate to raise interest rates somewhat further by the end of the year,” Powell said Wednesday in prepared remarks for the House Financial Services Committee.</p><p style=\"text-align: start;\">As far as quarterly results, KB Home will report after the close.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151610726","content_text":"U.S. stocks were lower on Wednesday as investors took a breather from last week’s market rally, and weighed Federal Reserve Chair Jerome Powell’s latest comments on inflation.The Dow Jones Industrial Average slid 113 points, or 0.3%. The S&P 500 and Nasdaq Composite dipped 0.4% each.FedEx shares fell 2.4% after the shipping giant posted weaker-than-expected revenue for its most recent quarter. Winnebago shares slid more than 5% after the motorhome maker missed third-quarter revenue estimates.Investors are coming off a second straight trading day of losses. On Tuesday, the Dow fell 245.25 points, or 0.72%. The S&P 500 slid 0.47%, and the Nasdaq Composite lost 0.16%.Quincy Krosby, chief global strategist for LPL Financial, said stocks are overbought and in need of a catalyst after its recent gains. Last week, the S&P 500 hit its highest level since April 2022 and posted its fifth consecutive positive week.“With the S&P 500 and Nasdaq marching higher and breaking through key resistance levels, and underpinned by stronger volume and broader participation, markets reached short-term overbought levels on Friday,” she said by email.Powell said Wednesday that more rate hikes are likely ahead as the central bank tries to combat inflation. Those comments come after the conclusion of last week’s meeting when the central bank held off from raising rates after 10 straight consecutive hikes. However, officials indicated there could be two more quarter-percentage point moves on the horizon this year.“Nearly all FOMC participants expect that it will be appropriate to raise interest rates somewhat further by the end of the year,” Powell said Wednesday in prepared remarks for the House Financial Services Committee.As far as quarterly results, KB Home will report after the close.","news_type":1,"symbols_score_info":{".IXIC":1,".SPX":1,".DJI":1}},"isVote":1,"tweetType":1,"viewCount":1462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189773947125888,"gmtCreate":1687357052832,"gmtModify":1687357056465,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189773947125888","repostId":"1173851308","repostType":2,"isVote":1,"tweetType":1,"viewCount":1789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947014940,"gmtCreate":1682345910380,"gmtModify":1682345914280,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very Informative","listText":"Very Informative","text":"Very Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947014940","repostId":"1116198962","repostType":2,"isVote":1,"tweetType":1,"viewCount":1100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948210687,"gmtCreate":1680710990349,"gmtModify":1680710994055,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very informative&nbsp;","listText":"Very informative&nbsp;","text":"Very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948210687","repostId":"2324872612","repostType":4,"repost":{"id":"2324872612","kind":"highlight","pubTimestamp":1680708426,"share":"https://ttm.financial/m/news/2324872612?lang=en_US&edition=fundamental","pubTime":"2023-04-05 23:27","market":"us","language":"en","title":"2 Warren Buffett Stocks That Look Like Bargains Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2324872612","media":"Motley Fool","summary":"A long bear market pushed these stocks down to what looks like bargain pricing.","content":"<div>\n<p>After living through a bear market for more than a year, opportunistic investors know some bargain stocks are out there just waiting to be found. Unfortunately, there isn't any surefire way to tell ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/04/3-warren-buffett-stocks-look-like-bargains-now/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Warren Buffett Stocks That Look Like Bargains Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Warren Buffett Stocks That Look Like Bargains Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-05 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/04/3-warren-buffett-stocks-look-like-bargains-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After living through a bear market for more than a year, opportunistic investors know some bargain stocks are out there just waiting to be found. Unfortunately, there isn't any surefire way to tell ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/04/3-warren-buffett-stocks-look-like-bargains-now/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C":"花旗","ALLY":"Ally Financial Inc."},"source_url":"https://www.fool.com/investing/2023/04/04/3-warren-buffett-stocks-look-like-bargains-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324872612","content_text":"After living through a bear market for more than a year, opportunistic investors know some bargain stocks are out there just waiting to be found. Unfortunately, there isn't any surefire way to tell apart those destined to climb higher from those that will underperform.For more than five decades, paying attention to the stocks Warren Buffett and his lieutenants buy for Berkshire Hathaway's (NYSE: BRK.A) (NYSE: BRK.B) equity portfolio has been a winning strategy for generating long-term gains. Shares of the holding company have risen at a rate of 19.6% annually since Buffett took the helm in 1965.The recent implosion of Silicon Valley Bank (a subsidiary of SVB Financial) and Signature Bank caused banking stocks to fall across the board in March. Now, shares of Ally Financial and Citigroup are trading at bargain prices that are too good to ignore.Ally FinancialBuffett famously loves banks because he knows people will always need a safe place to put their money. One bank that caught his eye last year was Ally Financial. This is an all-digital bank charging into the future, but it isn't an uncertain start-up. Ally began as the financial arm of General Motors more than a century ago.At recent prices, the stock offers a 4.7% yield, and it could climb much higher. A lean, all-digital operating model allowed Ally Financial to raise its dividend payout by a whopping 131% over the past five years.Despite rapidly cranking up its quarterly payout, Ally needed less than 15% of the free cash flow it generated last year to meet its commitment. That means there's plenty of room for new dividend raises even if earnings dip in response to an economic slowdown.So far, Ally is weathering the storm. Fourth-quarter consumer auto originations fell about 16% year over year to $9.2 billion. Before reading too much into this decline, though, it's important to remember that stimulus checks caused auto sales to spike in 2021.A recession could limit new loan originations, but each loan Ally originates now is earning significantly more. The estimated yield on new auto loans rose 2.6% year over year to 9.57% in the fourth quarter of 2022.Last year, Ally Financial reported a healthy 14.4% return on equity. Despite impressive earnings power, it's trading for the low price of just 0.8 times its tangible book value. Buying the stock at this bargain valuation gives you a great chance to realize market-beating gains over the long run.CitigroupIf you think Ally's trading at a low valuation for a bank stock, just wait until you hear about Citigroup. The stock sold off last month even though it's a \"too big to fail\" bank that's subject to strict capital requirements. Those capital requirements are designed to prevent the sort of bank runs that felled SVB Financial and Signature Bank.Now you can buy shares of this systemically important bank for less than 0.6 times its tangible book value. Citigroup's trading at a low valuation because it's in the middle of a long transition following years of underperformance. In a nutshell, it's selling off its international consumer banking operations to streamline operations and focus on profits.In the fourth quarter of 2022, Citigroup raised its tier 1 capital ratio to 13%, which is more than enough to satisfy regulators. Most systemically important banks distribute capital that exceeds regulatory requirements, but this bank is behaving extra-cautiously.Citigroup is holding off on buybacks and dividend raises while it's in the middle of uncertain asset sales. Investors want to keep a close eye on the potential sale of its consumer bank in Mexico, Banco Nacional de México (Citibanamex), in a deal valued between $6 billion and $8 billion.Completing the complicated Citibanamex sale could unleash a torrent of share buybacks. Adding some shares to your portfolio now looks like a reasonably safe way to generate market-beating returns over the long run.","news_type":1,"symbols_score_info":{"C":0.9,"ALLY":0.9}},"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947162001,"gmtCreate":1682684869506,"gmtModify":1682684876864,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very informative&nbsp;","listText":"Very informative&nbsp;","text":"Very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947162001","repostId":"2330193528","repostType":2,"isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}