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- RatmanRatman
  ·2020-12-27
  Nice sharing
  Lin Yuan: The judgment of "consumption valuation is too high" is wrong, Maotai is worth investing in more than gold
  中国的消费品、医药行业内会诞生“下一个茅台”，因为中国有14亿人口基数，但中国的消费品公司的销售额目前远低于海外同类市场。5G通讯、人工智能、新能源等领域也会诞生大牛股，这些是改变我们生活的公司，但是操作起来风险较大，在这些行业内我会控制风险，通过可转债迂回进场。
  Lin Yuan: The judgment of "consumption valuation is too high" is wrong, Maotai is worth investing in more than gold
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- RatmanRatman
  ·2020-12-27
  Follow
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- RatmanRatman
  ·2020-12-27
  Interesting ventures
  What Apple Would Want From the Auto Market?
  Talk that Apple could launch an autonomous car as soon as 2024 had the market abuzz this past week.
  What Apple Would Want From the Auto Market?
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- RatmanRatman
  ·2020-12-27
  Electric car is the future
  Japan aims to eliminate gasoline vehicles by mid-2030s, boost green growth
  Japan aims to eliminate gasoline-powered vehicles in the next 15 years, the government said on Frida
  Japan aims to eliminate gasoline vehicles by mid-2030s, boost green growth
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- RatmanRatman
  ·2020-12-27
  Yup
  Tech Stocks Could Rise 25% in 2021, Say Wedbush Analysts
  Wedbush names five stocks that could benefit the most as the economy reopens.Next year could be anot
  Tech Stocks Could Rise 25% in 2021, Say Wedbush Analysts
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The common sense of trend investment is that when everyone makes money, it is the sign that the top of the bull market appears. The \"next Maotai\" will be born in China's consumer goods and pharmaceutical industries, because China has a population base of 1.4 billion, but the sales of Chinese consumer goods companies are currently far lower than similar overseas markets. Big bull stocks will also be born in 5G communications, artificial intelligence, new energy and other fields. These are companies that change our lives, but they are risky to operate. In these industries, I will control risks and enter the market in a circuitous way through convertible bonds.<b>At the beginning of the bull market, it is not afraid to catch up with the top, and once the upward trend is formed, it is difficult to change</b></p><p>The topic of my speech today is \"What is the most important thing to make big money in a bull market?\", there are so many people here today. Every time I see so many people, I am happy, because without your support, how can the Chinese stock market have so much trading volume? \"</p><p>Some investors ask me what I think of the market, and I still think it's the early stage of a bull market. We are here to speculate in stocks. I can't say that it is a bear market now. If you say it is a bear market, no one will come. I'm 57 years old, and even if it's an artificial bull market, I'm hoping for one. However, it is my personal judgment to say that the bull market is in the early stage, just a judgment on the trend. For example, the U.S. stock index has continued to rise in the past 10 years, so we think this trend is a bull market.</p><p>Why do I think this is the early stage of a bull market? Because 90% of Chinese investors don't make money now, in this case, I don't agree with thinking that the bull market has reached its top. How is the bull market top? It is when everyone makes money that they reach the top of the bull market, which is a common sense concept in trend investing. But I know that one day I will say it wrong, because there is only one top, and it is possible that I will end up saying it on the top. But when I talk about a bull market today, the probability of being right is still very high.</p><p>Just like the U.S. stock market, many institutions, including overseas investors, believe that U.S. stocks have accumulated too much gains and may be at the top stage. I really disagree with this. I think this uptrend will be hard to change once it is formed. The thing \"trend\" is very important to say that it is important, and it is not important to say that it is not important. For those of us who make investments, we should pay attention to the present. Will this position catch up with the top today? I don't think there is a high probability. As for some directional mistakes, such as choosing the wrong industry, then no matter what market, it will fail, which has nothing to do with bull markets or bear markets. I said that China's stock market is a bull market now, and it just depends on whether the index is high or low. As for each of the following sub-sectors, we still need to treat them differently.</p><p>As for how long the bull market will last in the early stage, I can't judge. I can only say that it is not the top of the bull market now. Don't be afraid that it will catch up with the top now. Our country is vigorously developing new energy, smart cities, chips and other industries. These industries can't do just by shouting out, and they need to be supported with real money. How did these funds come from? It's a bubble piled up. Only when there is a bubble in any industry can it develop vigorously, so don't be afraid of a bubble. I hope there will be a bubble in the stock market.</p><p>As for how to choose a high-growth industry? This is very easy. What is China lacking now? There is a lack of high-end technology and funds, so compared with European and American countries in industries that need capital promotion, such as investment, we are obviously lagging behind. But compared with the population base, China has obvious advantages. We have 1/4 of the world's population, so you can't go wrong with investing by focusing on the advantage of \"more people\". This is why I constantly emphasize the need to find and \"mouth\" related companies. The investment in health, food and consumption, the poor and the rich spend about the same, which is just needed and what everyone must invest. China's population base is here. If we grasp this point, we will grasp the focus of the long-term trend in the future. At this point, I won't be wrong. The medicine, diet and consumption of China's 1.4 billion people are supported by data, and we have also made a long-term layout here.</p><p><img src=\"http://n.sinaimg.cn/spider20201226/124/w554h370/20201226/87f5-kftfpiw5609509.png\" tg-width=\"554\" tg-height=\"370\"></p><p>As for the pharmaceutical industry, I judge<a href=\"https://laohu8.com/S/600056\">China Pharmaceutical</a>The industry still has 30 years of great development. I don't know after 30 years. Industries such as new energy, 5G, AI, smart cities, artificial intelligence, etc. are also future investment directions, but I think the risk is higher, so it will not be long-term investment, but will participate in a circuitous way through convertible bonds.</p><p>In contrast, I think there are certain risks in the financial and real estate sectors. I think their valuation is relatively high, because the profits of Chinese banks and real estate have reached the first in the world, and there is no reason to say that they are cheap. Cheap and expensive is a basic judgment. In typical cheap industries, such as medicine, the number of pharmaceutical companies in our country is less than 1% of that in foreign countries, which is a manifestation of cheap valuation. But in the financial and real estate industries, these companies have already made money, and their valuations are relatively not cheap.</p><p><b>The judgment that \"consumer goods are overvalued\" is most likely wrong, and the \"next Moutai\" may be in the fields of consumption and medical health</b></p><p>Some time ago, a reporter interviewed me and said that a research report mentioned \"not singing praises for consumer goods\". The author meant that the current stock price of consumer goods was too high. My first reaction to this was that the probability of his mistake was very high, which is contrary to the law of the world in the past few decades. China has a population of 1.4 billion. Now you say that the sales of consumer goods companies are too high, so our consumer goods companies can't catch up with similar foreign companies.<a href=\"https://laohu8.com/S/ABT\">Abbott</a>In the past few decades, the company's stock price has risen tens of thousands of times. As long as employees can hold it, they are now monopoly. In contrast, the market value of similar companies in China is much smaller.</p><p>If any stupid youth says that Maotai is going to fall, I dare say that Maotai will not. The investment value of Moutai is higher than that of gold. Moutai is the grandfather of gold, because gold can be bought, but Moutai cannot be bought. But again, there's only one at the top. For me, I bought it for 1 yuan at the beginning, and now I can get a dividend of 3 yuan. This is a good business, so I won't sell it. Before the product was produced, there were trucks waiting at the door to be transported away only Maotai, and this was the only one in the world.</p><p>Some investors also asked me, where will the next Maotai appear? In my opinion, Maotai is a consumer product, and consumer goods have the genes to produce big bull stocks. There is also the medical and health field that I have always said is related to the population, and there will definitely be big bull stocks. As for the short term, we will see many companies whose gains exceed Moutai, but it is not these companies that can win in the long run. In addition, including artificial intelligence, new energy, 5G communication and other industries, they will change our lives, and there will be big bull stocks, but I am afraid that investors will not be able to catch them. From life, it is easiest to invest in some companies related to \"mouth\".</p><p>Judging whether a company's valuation is expensive depends on the core products, the income of other products, and whether the ROE of the main products is high. Investors should carefully pick out the 1-2 core products of the company from the financial report. These core products with high ROE are really good companies.</p><p>If the overall increase in PE is large, it is indeed a risk factor, so be careful when buying. If you earn your own money, or you have already earned a lot of money in the market, you can buy such a company with your eyes closed, and the probability of making mistakes is very small. But if you are a novice, you should still be relatively cautious. You may not be able to withstand market fluctuations and make selling operations.</p><p>I have never encountered the situation of laying out a promising company when PE is very expensive, because I am not investing in an industry when it is very hot. A company's PE is high because its profit has not been brought into play. If its profit is brought into play, its PE will decrease accordingly, so we must have an accurate judgment on the company's sustainable profitability in the future. Just like some core leading consumer goods companies, the market believes that the current PE may be high and it will take decades to return the capital, but it depends on what investors think. I personally believe in the major shareholders of the company, who have helped enterprises make money in the past few decades, which is worth believing.</p><p><img src=\"http://n.sinaimg.cn/spider20201226/124/w554h370/20201226/08f6-kftfpiw5609724.png\" tg-width=\"554\" tg-height=\"370\"></p><p><b>The current price of convertible bonds is right, and the opportunity in the next 12 months is good</b></p><p>What to do next year and what to do now is the focus of our investment research. When making long-term investments, I want to get rich in 20 years, but 20 years is too slow. What I am doing at the moment is \"stock speculation\". I am a speculator, and I speculate in some popular industries. Then in the process of stock trading, we must study the market rules in the next 6-12 months. I know where the money will flow in the next 12 months. What industry am I lying in ambush today? I think it is possible that speculation funds will go in the future, such as clean energy, new energy, environmental protection, smart home, 5G communications and other industries. There will always be one of these industries that these speculators will participate in.</p><p>But there are risks in stock trading. First of all, don't become a shareholder in some broken companies. In addition, we can't see the risk. I may not see the relatively short-term trend of our stock trading research and the development of a company in the next few years, but I can see the good or bad in the next few months or even one year, so the risk of stock trading is relatively small. So how to operate these short-term investments? There are ways to do this. Don't speculate on underlying shares. After the implementation of the registration system, the number of such listed companies will increase, and the probability of failure to speculate on these stocks is greater, including those industries I mentioned. The probability of losing money is greater than the probability of making money.</p><p>The good way is what I mentioned at the Red Weekly Investment Summit last year. You can invest in convertible bonds. Now that companies in various industries have issued convertible bonds, we have allocated convertible bonds in various industries and constructed a convertible bond portfolio, which contains 30 to 50 convertible bonds. Every year, short-term funds will be speculated in convertible bonds, so I will wait inside. As long as not all the listed companies in the industries I mentioned go bankrupt, it is possible to reap high returns. In the past 12 months, I have made several convertible bonds back and forth four times, earning more than 30% each time.</p><p>According to today's price, there is a good opportunity for convertible bonds. For investors who want to lay out, they should lay an ambush boldly, don't be afraid, and dare to do it. At present, the risk of investing in convertible bonds is very small. If you make a combination, buy it when it falls to 90 yuan, even if it is below 106 yuan, I think it is safe, and then sell it when it rises to 30%. Everyone here is not the amount of funds of large institutions, and this money can be completely accommodated. Of course, we should also screen and select those companies with good development prospects, such as companies in the artificial intelligence and communications industries.</p><p>This convertible bond portfolio includes various industries, so it must work. All industries fell only in 2018. When encountering the situation in 2018, using my method will also lose money, and the proportion of losses will only be smaller than the index.. But 2021 will not be like 2018, and today's convertible bond price is very appropriate.</p><p>And if some convertible bonds have not been profitable, they will be treated as bonds at worst; Sometimes underlying shares rises several times, and convertible bonds will also rise, and the increase will not be smaller than that of stocks. Therefore, if investors are afraid of risks, investing in convertible bonds is a good way. To find the trick to making money in the capital market, I have to do something to bend down to pick up money. Now is the opportunity to bend down to pick up money. But in the long run, this is not our goal. The long-term goal is to earn money for the long-term development of enterprises.</p><p><b>Earn more than 10% first, and only when you make money will you be disadvantaged</b></p><p>What is the most critical thing to earn money for business development in the stock market? In my opinion, if you are a hard-working person and you haven't made any money in stock trading before, the first thing you have to do is to heal your wounds. Don't be afraid of the stock market. You first make money in a short period of time, and earn more than 10% first; Then go speculate, and then encounter a big bull market, and it is not surprising to earn several times. When investors lose money in the stock market, they lose not only funds, but also fighting spirit. Many people even dare not look at stock accounts, which makes it difficult to enjoy the rise of the bull market.</p><p>I hear that a person loses money, and I also have a headache. I like those who make money, because they are willing to gamble after making money, but the more they gamble, the more they win. There is no clear boundary between gambling and investment when operating in China's stock market. As long as we calculate the risks clearly and then gamble, it is an opportunity to benefit. Therefore, in investment, our actual method is very simple, that is, to achieve the ultimate risk aversion. When the epidemic was at its worst, I asked the \"poor people\" in our company-those with assets below 30 million yuan-to buy a one-year health insurance. I was worried that they would suffer from it on their way to work or in the process of running business. novel coronavirus pneumonia. I'm afraid of risk.</p><p>In addition, for investors whose stocks have increased a lot, it is also difficult to hold shares firmly. This is a matter of genes. Some people think that the sky can fall, but we think that it can't. This is something determined by genes, and there is nothing we can do about it. But you have to believe Lao Lin, I didn't say I missed it.</p><p>The most important thing now is to know what you have to do. Recently, a classmate of mine said that he wanted to get a divorce. I said that you shouldn't get a divorce now, so you only had more than 200,000 yuan. After divorce, it would be gone. He also missed a good stage of capital increase, but he still left. If he listened to me and invested at the beginning, he would have caught up with my best years, so he was sorry for Lao Lin, and he spent the money.</p><p>I also have a classmate who gave birth to a child in 1990. I gave him a red envelope of 1000 yuan at that time. We joked that day that the money in 1000 yuan that year was equivalent to giving him 100 million yuan now. Therefore, we must hold it firmly and hold it for a long time, and the snowball is getting bigger and bigger. But then I said to that classmate, I said that your outlook on life is right, that the money earned is to be spent, and it just makes those of us who like money a little frustrated.</p><p>Today, I hope you all make money. I am very happy that you can make money today. Some people in the market say that I cut leeks, but many of the things I say are public information, and the data of companies that are optimistic about \"mouth\" is also public. I hope to share my method with you, give you some inspiration, coupled with your diligence and persistence, and overcoming the greed of human nature, you can get good long-term returns. I'm most afraid of not being able to overcome greed. This morning, I met an investor. He said that he bought our fund for allocation. I said that you agreed to do allocation now, but I'm afraid that you won't do allocation in the end and will do something else. Many people think that they can control risks, but few people do it, and they all end up losing money. So it's also important to control your emotions.</p>","source":"lsy1571701096748","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>Lin Yuan: The judgment of \"consumption valuation is too high\" is wrong, Maotai is worth investing in more than gold</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nLin Yuan: The judgment of \"consumption valuation is too high\" is wrong, Maotai is worth investing in more than gold\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">证券市场红周刊</strong><span class=\"h-time small\">2020-12-27 09:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Core point of view: We are currently in the early stage of the bull market. The common sense of trend investment is that when everyone makes money, it is the sign that the top of the bull market appears. The \"next Maotai\" will be born in China's consumer goods and pharmaceutical industries, because China has a population base of 1.4 billion, but the sales of Chinese consumer goods companies are currently far lower than similar overseas markets. Big bull stocks will also be born in 5G communications, artificial intelligence, new energy and other fields. These are companies that change our lives, but they are risky to operate. In these industries, I will control risks and enter the market in a circuitous way through convertible bonds.<b>At the beginning of the bull market, it is not afraid to catch up with the top, and once the upward trend is formed, it is difficult to change</b></p><p>The topic of my speech today is \"What is the most important thing to make big money in a bull market?\", there are so many people here today. Every time I see so many people, I am happy, because without your support, how can the Chinese stock market have so much trading volume? \"</p><p>Some investors ask me what I think of the market, and I still think it's the early stage of a bull market. We are here to speculate in stocks. I can't say that it is a bear market now. If you say it is a bear market, no one will come. I'm 57 years old, and even if it's an artificial bull market, I'm hoping for one. However, it is my personal judgment to say that the bull market is in the early stage, just a judgment on the trend. For example, the U.S. stock index has continued to rise in the past 10 years, so we think this trend is a bull market.</p><p>Why do I think this is the early stage of a bull market? Because 90% of Chinese investors don't make money now, in this case, I don't agree with thinking that the bull market has reached its top. How is the bull market top? It is when everyone makes money that they reach the top of the bull market, which is a common sense concept in trend investing. But I know that one day I will say it wrong, because there is only one top, and it is possible that I will end up saying it on the top. But when I talk about a bull market today, the probability of being right is still very high.</p><p>Just like the U.S. stock market, many institutions, including overseas investors, believe that U.S. stocks have accumulated too much gains and may be at the top stage. I really disagree with this. I think this uptrend will be hard to change once it is formed. The thing \"trend\" is very important to say that it is important, and it is not important to say that it is not important. For those of us who make investments, we should pay attention to the present. Will this position catch up with the top today? I don't think there is a high probability. As for some directional mistakes, such as choosing the wrong industry, then no matter what market, it will fail, which has nothing to do with bull markets or bear markets. I said that China's stock market is a bull market now, and it just depends on whether the index is high or low. As for each of the following sub-sectors, we still need to treat them differently.</p><p>As for how long the bull market will last in the early stage, I can't judge. I can only say that it is not the top of the bull market now. Don't be afraid that it will catch up with the top now. Our country is vigorously developing new energy, smart cities, chips and other industries. These industries can't do just by shouting out, and they need to be supported with real money. How did these funds come from? It's a bubble piled up. Only when there is a bubble in any industry can it develop vigorously, so don't be afraid of a bubble. I hope there will be a bubble in the stock market.</p><p>As for how to choose a high-growth industry? This is very easy. What is China lacking now? There is a lack of high-end technology and funds, so compared with European and American countries in industries that need capital promotion, such as investment, we are obviously lagging behind. But compared with the population base, China has obvious advantages. We have 1/4 of the world's population, so you can't go wrong with investing by focusing on the advantage of \"more people\". This is why I constantly emphasize the need to find and \"mouth\" related companies. The investment in health, food and consumption, the poor and the rich spend about the same, which is just needed and what everyone must invest. China's population base is here. If we grasp this point, we will grasp the focus of the long-term trend in the future. At this point, I won't be wrong. The medicine, diet and consumption of China's 1.4 billion people are supported by data, and we have also made a long-term layout here.</p><p><img src=\"http://n.sinaimg.cn/spider20201226/124/w554h370/20201226/87f5-kftfpiw5609509.png\" tg-width=\"554\" tg-height=\"370\"></p><p>As for the pharmaceutical industry, I judge<a href=\"https://laohu8.com/S/600056\">China Pharmaceutical</a>The industry still has 30 years of great development. I don't know after 30 years. Industries such as new energy, 5G, AI, smart cities, artificial intelligence, etc. are also future investment directions, but I think the risk is higher, so it will not be long-term investment, but will participate in a circuitous way through convertible bonds.</p><p>In contrast, I think there are certain risks in the financial and real estate sectors. I think their valuation is relatively high, because the profits of Chinese banks and real estate have reached the first in the world, and there is no reason to say that they are cheap. Cheap and expensive is a basic judgment. In typical cheap industries, such as medicine, the number of pharmaceutical companies in our country is less than 1% of that in foreign countries, which is a manifestation of cheap valuation. But in the financial and real estate industries, these companies have already made money, and their valuations are relatively not cheap.</p><p><b>The judgment that \"consumer goods are overvalued\" is most likely wrong, and the \"next Moutai\" may be in the fields of consumption and medical health</b></p><p>Some time ago, a reporter interviewed me and said that a research report mentioned \"not singing praises for consumer goods\". The author meant that the current stock price of consumer goods was too high. My first reaction to this was that the probability of his mistake was very high, which is contrary to the law of the world in the past few decades. China has a population of 1.4 billion. Now you say that the sales of consumer goods companies are too high, so our consumer goods companies can't catch up with similar foreign companies.<a href=\"https://laohu8.com/S/ABT\">Abbott</a>In the past few decades, the company's stock price has risen tens of thousands of times. As long as employees can hold it, they are now monopoly. In contrast, the market value of similar companies in China is much smaller.</p><p>If any stupid youth says that Maotai is going to fall, I dare say that Maotai will not. The investment value of Moutai is higher than that of gold. Moutai is the grandfather of gold, because gold can be bought, but Moutai cannot be bought. But again, there's only one at the top. For me, I bought it for 1 yuan at the beginning, and now I can get a dividend of 3 yuan. This is a good business, so I won't sell it. Before the product was produced, there were trucks waiting at the door to be transported away only Maotai, and this was the only one in the world.</p><p>Some investors also asked me, where will the next Maotai appear? In my opinion, Maotai is a consumer product, and consumer goods have the genes to produce big bull stocks. There is also the medical and health field that I have always said is related to the population, and there will definitely be big bull stocks. As for the short term, we will see many companies whose gains exceed Moutai, but it is not these companies that can win in the long run. In addition, including artificial intelligence, new energy, 5G communication and other industries, they will change our lives, and there will be big bull stocks, but I am afraid that investors will not be able to catch them. From life, it is easiest to invest in some companies related to \"mouth\".</p><p>Judging whether a company's valuation is expensive depends on the core products, the income of other products, and whether the ROE of the main products is high. Investors should carefully pick out the 1-2 core products of the company from the financial report. These core products with high ROE are really good companies.</p><p>If the overall increase in PE is large, it is indeed a risk factor, so be careful when buying. If you earn your own money, or you have already earned a lot of money in the market, you can buy such a company with your eyes closed, and the probability of making mistakes is very small. But if you are a novice, you should still be relatively cautious. You may not be able to withstand market fluctuations and make selling operations.</p><p>I have never encountered the situation of laying out a promising company when PE is very expensive, because I am not investing in an industry when it is very hot. A company's PE is high because its profit has not been brought into play. If its profit is brought into play, its PE will decrease accordingly, so we must have an accurate judgment on the company's sustainable profitability in the future. Just like some core leading consumer goods companies, the market believes that the current PE may be high and it will take decades to return the capital, but it depends on what investors think. I personally believe in the major shareholders of the company, who have helped enterprises make money in the past few decades, which is worth believing.</p><p><img src=\"http://n.sinaimg.cn/spider20201226/124/w554h370/20201226/08f6-kftfpiw5609724.png\" tg-width=\"554\" tg-height=\"370\"></p><p><b>The current price of convertible bonds is right, and the opportunity in the next 12 months is good</b></p><p>What to do next year and what to do now is the focus of our investment research. When making long-term investments, I want to get rich in 20 years, but 20 years is too slow. What I am doing at the moment is \"stock speculation\". I am a speculator, and I speculate in some popular industries. Then in the process of stock trading, we must study the market rules in the next 6-12 months. I know where the money will flow in the next 12 months. What industry am I lying in ambush today? I think it is possible that speculation funds will go in the future, such as clean energy, new energy, environmental protection, smart home, 5G communications and other industries. There will always be one of these industries that these speculators will participate in.</p><p>But there are risks in stock trading. First of all, don't become a shareholder in some broken companies. In addition, we can't see the risk. I may not see the relatively short-term trend of our stock trading research and the development of a company in the next few years, but I can see the good or bad in the next few months or even one year, so the risk of stock trading is relatively small. So how to operate these short-term investments? There are ways to do this. Don't speculate on underlying shares. After the implementation of the registration system, the number of such listed companies will increase, and the probability of failure to speculate on these stocks is greater, including those industries I mentioned. The probability of losing money is greater than the probability of making money.</p><p>The good way is what I mentioned at the Red Weekly Investment Summit last year. You can invest in convertible bonds. Now that companies in various industries have issued convertible bonds, we have allocated convertible bonds in various industries and constructed a convertible bond portfolio, which contains 30 to 50 convertible bonds. Every year, short-term funds will be speculated in convertible bonds, so I will wait inside. As long as not all the listed companies in the industries I mentioned go bankrupt, it is possible to reap high returns. In the past 12 months, I have made several convertible bonds back and forth four times, earning more than 30% each time.</p><p>According to today's price, there is a good opportunity for convertible bonds. For investors who want to lay out, they should lay an ambush boldly, don't be afraid, and dare to do it. At present, the risk of investing in convertible bonds is very small. If you make a combination, buy it when it falls to 90 yuan, even if it is below 106 yuan, I think it is safe, and then sell it when it rises to 30%. Everyone here is not the amount of funds of large institutions, and this money can be completely accommodated. Of course, we should also screen and select those companies with good development prospects, such as companies in the artificial intelligence and communications industries.</p><p>This convertible bond portfolio includes various industries, so it must work. All industries fell only in 2018. When encountering the situation in 2018, using my method will also lose money, and the proportion of losses will only be smaller than the index.. But 2021 will not be like 2018, and today's convertible bond price is very appropriate.</p><p>And if some convertible bonds have not been profitable, they will be treated as bonds at worst; Sometimes underlying shares rises several times, and convertible bonds will also rise, and the increase will not be smaller than that of stocks. Therefore, if investors are afraid of risks, investing in convertible bonds is a good way. To find the trick to making money in the capital market, I have to do something to bend down to pick up money. Now is the opportunity to bend down to pick up money. But in the long run, this is not our goal. The long-term goal is to earn money for the long-term development of enterprises.</p><p><b>Earn more than 10% first, and only when you make money will you be disadvantaged</b></p><p>What is the most critical thing to earn money for business development in the stock market? In my opinion, if you are a hard-working person and you haven't made any money in stock trading before, the first thing you have to do is to heal your wounds. Don't be afraid of the stock market. You first make money in a short period of time, and earn more than 10% first; Then go speculate, and then encounter a big bull market, and it is not surprising to earn several times. When investors lose money in the stock market, they lose not only funds, but also fighting spirit. Many people even dare not look at stock accounts, which makes it difficult to enjoy the rise of the bull market.</p><p>I hear that a person loses money, and I also have a headache. I like those who make money, because they are willing to gamble after making money, but the more they gamble, the more they win. There is no clear boundary between gambling and investment when operating in China's stock market. As long as we calculate the risks clearly and then gamble, it is an opportunity to benefit. Therefore, in investment, our actual method is very simple, that is, to achieve the ultimate risk aversion. When the epidemic was at its worst, I asked the \"poor people\" in our company-those with assets below 30 million yuan-to buy a one-year health insurance. I was worried that they would suffer from it on their way to work or in the process of running business. novel coronavirus pneumonia. I'm afraid of risk.</p><p>In addition, for investors whose stocks have increased a lot, it is also difficult to hold shares firmly. This is a matter of genes. Some people think that the sky can fall, but we think that it can't. This is something determined by genes, and there is nothing we can do about it. But you have to believe Lao Lin, I didn't say I missed it.</p><p>The most important thing now is to know what you have to do. Recently, a classmate of mine said that he wanted to get a divorce. I said that you shouldn't get a divorce now, so you only had more than 200,000 yuan. After divorce, it would be gone. He also missed a good stage of capital increase, but he still left. If he listened to me and invested at the beginning, he would have caught up with my best years, so he was sorry for Lao Lin, and he spent the money.</p><p>I also have a classmate who gave birth to a child in 1990. I gave him a red envelope of 1000 yuan at that time. We joked that day that the money in 1000 yuan that year was equivalent to giving him 100 million yuan now. Therefore, we must hold it firmly and hold it for a long time, and the snowball is getting bigger and bigger. But then I said to that classmate, I said that your outlook on life is right, that the money earned is to be spent, and it just makes those of us who like money a little frustrated.</p><p>Today, I hope you all make money. I am very happy that you can make money today. Some people in the market say that I cut leeks, but many of the things I say are public information, and the data of companies that are optimistic about \"mouth\" is also public. I hope to share my method with you, give you some inspiration, coupled with your diligence and persistence, and overcoming the greed of human nature, you can get good long-term returns. I'm most afraid of not being able to overcome greed. This morning, I met an investor. He said that he bought our fund for allocation. I said that you agreed to do allocation now, but I'm afraid that you won't do allocation in the end and will do something else. Many people think that they can control risks, but few people do it, and they all end up losing money. So it's also important to control your emotions.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://new.qq.com/rain/a/20201226A0I60500\">证券市场红周刊</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/af47ab6c10e46f0aea6733871f311696","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","600519":"贵州茅台","GLD":"黄金ETF-SPDR","GDX":"黄金矿业ETF-VanEck","NUGT":"二倍做多黄金矿业指数ETF-Direxion","DUST":"二倍做空黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares"},"source_url":"https://new.qq.com/rain/a/20201226A0I60500","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2094251519","content_text":"核心观点：我们目前处在牛市初期，趋势投资的常识是，当所有人都挣钱了，才是牛市顶部出现的标志。中国的消费品、医药行业内会诞生“下一个茅台”，因为中国有14亿人口基数，但中国的消费品公司的销售额目前远低于海外同类市场。5G通讯、人工智能、新能源等领域也会诞生大牛股，这些是改变我们生活的公司，但是操作起来风险较大，在这些行业内我会控制风险，通过可转债迂回进场。牛市初期 不怕赶顶，上涨趋势一旦形成就很难改变今天我的演讲题目是《牛市中赚大钱，最重要的是什么？》，今天这里来了这么多人，每次看到这么多人我就高兴，因为没有你们捧场，中国股市哪来那么多成交量呢！有些投资者问我对市场的看法，我依然认为现在是牛市初期。我们是来炒股的，我不能说现在是熊市，说熊市就没人来了。我今年57岁了，即使是人造牛市，我也希望能来一个。但是，说牛市初期是我个人的判断，只是一种对趋势的判断。例如过去10年美股指数持续上行，所以我们认为这个趋势是一个牛市。为什么我认为现在是牛市初期呢？因为现在中国股民中有90%的人不挣钱，在这种情况下，认为牛市到达了顶部，我是不赞同的。怎么样是牛市顶部？是当所有人都赚钱了，才到牛市顶部，这属于趋势投资中的常识性概念。但我知道总有一天我会说错，因为顶只有一个，有可能最后说在了顶上。但我今天说牛市，说对的概率还是很大的。就像美股市场，很多机构包括海外投资人认为美股积累了太多涨幅，可能处在顶部阶段，对此我还真不赞同。我认为这种上涨趋势一旦形成就很难改变。“趋势”这个东西说重要很重要，说不重要也不重要，对于我们做投资的人来说，我们要关注当下，今天这个位置会不会赶顶？我认为大概率不会。至于一些方向性的错误，例如选错了行业，那么不管什么市场都会失败，这和牛市、熊市没有关系。我说中国股市现在是牛市，只是看指数的高或低，至于下面的每个细分行业，还是要区别对待。至于牛市初期会走多久，我不好判断，我只能说现在不是牛市顶部，不要怕现在会赶顶。我们国家正在大力发展新能源、智慧城市、芯片等行业，这些行业光靠喊话是不行的，需要拿出真金白银去支持。这些资金是怎么来的？是泡沫堆出来的，任何行业只有出现泡沫，才有大力发展的可能，所以不要怕出现泡沫，我希望股市出现泡沫。至于怎样选择高成长行业？这非常容易，中国现在缺什么？缺高端技术、缺资金，所以我们和欧美国家比那些需要资金推动的产业，例如投资，我们有明显落后的趋势。但按人口基数对比，中国有明显的优势，我们有全球1/4的人口，所以聚焦在“人多”这个优势上做投资就不会出错，这也是为什么我不断强调要找和“嘴巴”相关的公司。在健康、吃饭和消费这方面的投入，穷人和富人的花销差不多，这是刚需，是每个人必须投入的花费。中国人口基数在这摆着呢，抓住这点，就抓住了未来长期趋势的重点。在这点上，我不会说错，中国的14亿人口的医药、饮食和消费是有数据做支撑的，我们在此也做了长期布局。而对于医药行业，我判断中国医药产业还有30年的大发展，30年后我不知道，而像新能源、5G、AI、智慧城市、人工智能等行业也都是未来的投资方向，但我觉得风险较高，所以不会长期投资，而会通过可转债迂回的参与。相比之下，我认为金融、地产板块则存在着一定风险。我认为它们的估值相对较高，因为中国的银行和地产的利润已经做到了全球第一，没有理由再说它们便宜。便宜和贵是一个基本的判断，比较典型的便宜的行业，例如医药，我们国家的医药企业只有国外的百分之一不到，这是估值便宜的一个体现。但金融和地产行业中，这些企业已经把钱挣到了，估值相对来说就不便宜了。“消费品估值过高”的判断大概率是错的，“下一个茅台”可能就在消费和医疗健康领域前段时间有个记者采访我说，有一篇研究报告中提到“不为消费品唱赞歌”，作者的意思是消费品目前的股价太高了，对此我的第一反应是，他说错的概率很大，这是在跟全球过去几十年的规律作对。中国有14亿人口，现在消费品公司的这点销售额你都说高了，那我们的消费品公司就无法赶超国外同类公司了。雅培公司在过去几十年间，股价上涨了几万倍，只要员工拿得住，现在都是大富翁。相比之下，中国的同类公司市值小太多了。如果有哪个愣头青说茅台要跌，我敢说茅台不会。茅台比黄金的投资价值还高，茅台是黄金的爷爷，因为黄金买得到，茅台酒买不到。但还是那句话，顶部只有一个。对我来说，我当初1块钱买的，现在能分3块钱的红利，这是很好的生意，所以我不会卖。在产品还没有生产出来的时候，就有货车在门口等着运走的只有茅台，全球就这一家。也有投资人问我，下一个茅台会出现在哪里？我认为，茅台是消费品，消费品有产生大牛股的基因。还有我一直说的和人口有关系的医疗健康领域，一定会出现大牛股。至于短期内，我们会看到很多涨幅超过茅台的公司，但长期能够获胜的不是这些公司。另外，包括人工智能、新能源、5G通讯等行业，它们会改变我们的生活，也会出现大牛股，但就怕投资者抓不住。而从生活中去发现，投资一些和“嘴巴”相关的公司最简单。判断企业估值贵不贵要看核心产品，要刨开其他产品的收入，看主营产品的ROE高不高，投资者要火眼金睛的从财报中把企业核心的1-2个产品挑出来，这些核心产品的ROE高才是真正的好公司。如果说PE整体升幅大了，确实是风险因素，买入的时候要小心。如果是自己挣的钱，或者已经在市场上挣了很多钱了，对于这样的公司可以闭着眼睛买，出错的概率非常小。但如果是一个新手的话，还是应该相对谨慎，可能会承受不住市场的波动，做出卖出的操作。我没有遇到过在PE很贵的时候对看好的企业做布局的情况，因为我不在很热的时候，去投资一个行业。一家企业的PE较高，是因为盈利没有发挥出来，如果盈利发挥出来，PE会随之降低，所以我们要对企业未来的持续盈利能力有一个准确地判断。就像一些核心的消费品龙头企业，市场认为，目前的PE可能较高了，需要几十年才能回本，但这取决于投资者怎么看待，我个人相信企业的大股东，他们在过去几十年中帮企业赚了钱，值得相信。可转债目前价格合适，未来12个月机会不错明年该干什么，当下该干什么，是我们做投资要研究的重点。做长期投资，我想着20年后发财，但20年时间太慢了。当下我做的是“炒股票”，我是炒家出身，一些热门的行业我都炒。那么炒股的过程中就要研究未来6-12个月的市场规律，我知道未来12个月钱会流向哪里。今天我在埋伏着什么行业呢？我认为未来有可能炒作资金会去的，比如清洁能源、新能源、环保、智能家居、5G通信等行业，这些行业中总有一个是这些炒家会去参与的。但炒股是存在风险的，首先是千万别在一些破公司上炒成股东。另外，风险是我们看不到的，我们炒股研究的相对短期的趋势，一家企业未来几年的发展，我可能看不到，但未来几个月甚至1年的好坏我能看到，所以炒股的风险相对较小。那么怎么去操作这些短线的投资呢？这里面是有方法的，不要去炒作正股，在注册制实施后，这类上市公司数量会越来越多，炒作这些股票失败的概率更大，包括我说的那些行业，亏钱的概率比赚钱的概率更大。好的方法是我去年在《红周刊》投资峰会上讲到的，大家可以投资可转债，现在各个行业的公司都发了可转债，我们就对各个行业的可转债做了配置，构建了一个可转债组合，其中包含了30只到50只可转债。每年短线资金都会在可转债里面炒作，所以我就在里面等着，只要我提到的行业中的上市公司不是都倒闭了，就有可能收获很高的收益。过去12个月，有几只可转债我已经来回做了4次了，每次都挣30%多。按照今天这个价格，可转债是有很好的机会的，对于想布局的投资者来说，要大胆埋伏，不要怕，敢做才是对的，目前投资可转债的风险是非常小的。如果做组合的话，跌到90元就买，甚至在106元以下我认为都是安全的，然后涨到30%就卖出。在座的各位都不是大机构的资金量，这些钱完全可以容下。当然也要筛选一下，选择那些发展前景还不错的公司，例如人工智能、通信行业的公司。这个可转债组合里面包含了各个行业，所以一定是行的，所有行业都沦陷的只有2018年，碰到2018年的情况，采用我这个办法也是亏损的，只会亏损的比例比指数少一点。但2021年不会像2018年一样，今天的可转债价格是很合适的。而且如果有的可转债一直不赚钱，大不了按照债券来处理；有的时候正股涨了几倍，可转债也会跟着上涨，涨幅不会小于股票。所以投资者如果惧怕风险，投资可转债是一个很好的方法。在资本市场上挣钱要找到诀窍，我就要做一些弯腰捡钱的事，现在就是弯腰捡钱的机会。但长期来看，这不是我们的目标，长远的目标是挣企业长期发展的钱。先挣百分之十几，赚了钱才会无往而不利在股市中挣企业发展的钱，最关键的是什么？我认为，如果你是苦命的人，你之前炒股没挣到什么钱，首先要做的是疗伤，不要惧怕股市，你先在短期内把钱挣了，先挣个百分之十几；然后去炒一炒，再遇到个大牛市，挣个几倍也不出奇。投资者在股市上亏钱了，损失的不光是资金，还有斗志，很多人甚至不敢去看股票账户，这就很难享受牛市的上涨。我听到一个人亏了钱，我也很头疼，我喜欢那些赚了钱的人，因为他们赚了钱后愿意赌一把，反而越赌越赢。在中国股市中操作，说是赌也对，说是投资也对，这两者之间没有明确的界限。只要我们算清楚风险再去赌，就是获益的机会。所以在投资中，我们的实际方法很简单，就是把风险规避做到极致。疫情最严重的时候，我要求我们公司的“穷人”——就是那些资产在3000万以下的人，都买一个1年期的健康保险，我担心他们在上班的途中或者跑业务的过程中患上新冠肺炎。我很惧怕风险。另外，对于手里的股票涨幅不小的投资者来说，想要坚定持股也很难，这是基因的问题。有些人觉得天能塌下来，我们就觉得天塌不下来，这是基因决定的东西，也没什么办法。不过你们要相信老林，我没有说错过。现在最重要的是知道自己该干什么。最近，我有个同学，说要离婚，我说你不该现在离婚，你就20多万块钱，离婚了就没有了，也错过了很好的资金上涨的阶段，但他还是离了。如果最开始他听我的话做投资，我做的最好的那几年他都赶上了，所以他对不起老林，他把钱花了。我还有一个同学，在1990年的时候生孩子，我当时给他包了一个1000元的红包，我们那天开玩笑说，当年的1000元钱相当于现在给了他1个亿。所以要坚定持有，长期持有，雪球是越滚越大的。但后来我和那个同学说，我说你的人生观是对的，赚的钱就是用来花的，只是这让我们这些喜欢金钱的人有点沮丧。今天来说，我希望你们都赚钱，你们今天能够赚到钱我非常高兴。市场有人说我割韭菜，但我说的很多东西都是公开资料，看好和“嘴巴”相关的企业的数据也都是公开的。我希望把我的方法分享给你们，给你们一点启发，再加上你们的勤奋和坚持，再能够克服人性的贪婪，就能获得长期不错的回报。最怕克服不了贪婪，今天早上我遇到一个投资者，他说买我们的基金是为了做配置，我说你现在说好是做配置，就怕最后不做配置，去做别的去了。很多人以为自己能够控制住风险，做到的没有几个人，最终都变成了亏损。所以控制自己的情绪也很重要。","news_type":1,"symbols_score_info":{"159934":0.9,"518880":0.9,"600519":0.9,"DUST":0.9,"GLD":0.9,"IAU":0.9,"GDX":0.9,"NUGT":0.9}},"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":339436252,"gmtCreate":1609002317176,"gmtModify":1704977166560,"author":{"id":"3571957013350377","authorId":"3571957013350377","name":"Ratman","avatar":"https://static.tigerbbs.com/8deb45bfcb9af1dff93123ad083df245","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571957013350377","authorIdStr":"3571957013350377"},"themes":[],"htmlText":"Follow","listText":"Follow","text":"Follow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/339436252","repostId":"1109042067","repostType":4,"isVote":1,"tweetType":1,"viewCount":1107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":339436127,"gmtCreate":1609001822969,"gmtModify":1704977166882,"author":{"id":"3571957013350377","authorId":"3571957013350377","name":"Ratman","avatar":"https://static.tigerbbs.com/8deb45bfcb9af1dff93123ad083df245","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571957013350377","authorIdStr":"3571957013350377"},"themes":[],"htmlText":"Interesting ventures","listText":"Interesting ventures","text":"Interesting ventures","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/339436127","repostId":"1124510560","repostType":4,"repost":{"id":"1124510560","kind":"news","pubTimestamp":1608866332,"share":"https://ttm.financial/m/news/1124510560?lang=en_US&edition=fundamental","pubTime":"2020-12-25 11:18","market":"us","language":"en","title":"What Apple Would Want From the Auto Market?","url":"https://stock-news.laohu8.com/highlight/detail?id=1124510560","media":"Barrons","summary":"Talk that Apple could launch an autonomous car as soon as 2024 had the market abuzz this past week.\n","content":"<p>Talk that&nbsp;Apple&nbsp;could launch an autonomous car as soon as 2024 had the market abuzz this past week.</p>\n<p>The iCar chatter started witha Reuters report, and investors responded by bidding up the market cap of Apple (ticker: AAPL) by about $145 billion from Monday’s low to Tuesday’s close. That’s more than the market values ofFord Motor(F),General Motors(GM), andFiat Chrysler(FCAU) combined. Imagine if Apple had actually announced something.</p>\n<p>Stories about Apple’s ambitions in the automobile market have swirled for at least a decade. “Steve Jobs, if he’d lived, was going to design an iCar,” Mickey Drexler, a former Apple board member,said in a 2014 interviewat the Parsons School of Design in New York. Over the years, there have been reports that Apple has hired hundreds of engineers for what is supposedly known as Project Titan. The Reuters report says that Apple has new battery technology that will provide longer range and lower costs than existing batteries used byTesla(TSLA) and others. Apple isn’t saying anything—it never talks about unannounced products—but I doubt that we will see iCar dealerships anytime soon.</p>\n<p>To be clear, the appeal of this idea is obvious. Apple’s sales are enormous—Wall Street expects $330 billion in the September 2022 fiscal year. To drive meaningful growth, it must aim at large markets. And as my colleague Al Root has calculated,the world’s 26 largest auto makers last year had sales of more than $2 trillion combined.</p>\n<p>But I find the notion of Apple becoming a full-fledged car company far-fetched. Sure, Apple has long been nibbling around the edges of the auto market with its CarPlay service for in-cabin entertainment and maps. Yet Apple’s expertise is in design, engineering, logistics, and marketing. It doesn’t manufacture anything, relying on contractors to make phones, Macs, and other wares. As Citigroup analyst Jim Suva notes, making cars would compress Apple’s margins, making it an unlikely strategy.</p>\n<p>At the same time, Apple is not just going to ignore a $2 trillion market. Morgan Stanley auto analyst Adam Jonas wrote last week that he and his tech analyst colleagues have long thought that Apple would one day design and engineer a car.</p>\n<p>“It’s not that we believe Apple wants to get into the auto industry as conceived by today’s auto companies, but that Apple may have an interest in enhancing the driving experience with vertical integration of hardware, software, and services,” he said in a research note.</p>\n<p>Jonas thinks that the value of services in the “internet of cars”—multiply monthly active users (drivers) by average revenue per driver—could dwarf sales from simply selling cars. “The world’s 1.2 billion light vehicles travel in excess of 10 trillion miles per year, and humanity spends over 600 billion hours of time inside automobiles annually...the equivalent of 68 million years,” he said.</p>\n<p>Now, imagine those were autonomous cars. That would free up a lot of consumer time to watch Apple TV+, listen to Apple Music, read Apple News, and play in Apple Arcade on iPhones, iPads, or MacBooks.</p>\n<p>Tesla CEO Elon Musk entered the iCar discussion on Tuesday.In a tweet, he said that during a difficult moment for his company, he reached out to Apple CEO Tim Cook to discuss selling Tesla to Apple for a 10th of the recent price (let’s call it $60 billion). Cook “refused to take the meeting,” Musk wrote.</p>\n<p>Whether an Apple/Tesla combination would have worked, we’ll never know.</p>\n<p>Let’s get small: The huge 2002 tech rally has stripped the landscape clean of obvious bargains. (Though I think I found one inYelp[YELP]; see“Yelp Stock Deserves a Positive Review. Expect a Reopening Rebound.”.) In search of cheap merchandise, I chatted recently with Jeffrey Meyers, proprietor of Cobia Capital, a New York–based hedge fund. His preference is for unloved and unknown tech companies with market caps under $3 billion that trade at modest multiples. Here are two examples.</p>\n<p>Meyers is keen onAirGain(AIRG), which makes antennae for fixed and mobile wireless applications. He’s especially jazzed about the prospects for a new AirGain antenna for first-responder vehicles that allows them greater range so radio signals can penetrate farther into buildings. AirGain is up about 40% this year, but he sees higher highs. Now trading for about $15, it could be a $75 stock a few years from now, he thinks.</p>\n<p>He is also enthusiastic aboutNordic Semiconductor(NOD.Norway), a Norwegian company that makes Bluetooth chips for things other than smartphones: headsets, keyboards, mice, and other applications. Meyers notes that the chips are found, for instance, in Tile tracking devices, which can be attached to almost anything that you wouldn’t want to lose—your dog, say, or your keys. Apple is rumored to be working on a similar product, which he thinks also could include Nordic’s chips.</p>\n<p>Nordic shares aren’t as cheap as those of other Meyers picks, but the company is seeing accelerating growth—revenue was up 45%, year over year, in the September quarter and 34% sequentially—in a growing niche. Nordic, meanwhile, is gaining some early traction in chips used in cellular-based Internet of Things applications.</p>\n<p>Wall Street is looking for…well, there aren’t any U.S. analysts. Just the kind of stock Meyers loves. Nordic could be acquisition bait for many potential buyers, he says, as the chip sector continues to consolidate.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Apple Would Want From the Auto Market?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Apple Would Want From the Auto Market?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-25 11:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/what-apple-would-want-from-the-auto-market-its-not-about-making-cars-51608831016?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Talk that Apple could launch an autonomous car as soon as 2024 had the market abuzz this past week.\nThe iCar chatter started witha Reuters report, and investors responded by bidding up the market cap ...</p>\n\n<a href=\"https://www.barrons.com/articles/what-apple-would-want-from-the-auto-market-its-not-about-making-cars-51608831016?mod=RTA\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/what-apple-would-want-from-the-auto-market-its-not-about-making-cars-51608831016?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124510560","content_text":"Talk that Apple could launch an autonomous car as soon as 2024 had the market abuzz this past week.\nThe iCar chatter started witha Reuters report, and investors responded by bidding up the market cap of Apple (ticker: AAPL) by about $145 billion from Monday’s low to Tuesday’s close. That’s more than the market values ofFord Motor(F),General Motors(GM), andFiat Chrysler(FCAU) combined. Imagine if Apple had actually announced something.\nStories about Apple’s ambitions in the automobile market have swirled for at least a decade. “Steve Jobs, if he’d lived, was going to design an iCar,” Mickey Drexler, a former Apple board member,said in a 2014 interviewat the Parsons School of Design in New York. Over the years, there have been reports that Apple has hired hundreds of engineers for what is supposedly known as Project Titan. The Reuters report says that Apple has new battery technology that will provide longer range and lower costs than existing batteries used byTesla(TSLA) and others. Apple isn’t saying anything—it never talks about unannounced products—but I doubt that we will see iCar dealerships anytime soon.\nTo be clear, the appeal of this idea is obvious. Apple’s sales are enormous—Wall Street expects $330 billion in the September 2022 fiscal year. To drive meaningful growth, it must aim at large markets. And as my colleague Al Root has calculated,the world’s 26 largest auto makers last year had sales of more than $2 trillion combined.\nBut I find the notion of Apple becoming a full-fledged car company far-fetched. Sure, Apple has long been nibbling around the edges of the auto market with its CarPlay service for in-cabin entertainment and maps. Yet Apple’s expertise is in design, engineering, logistics, and marketing. It doesn’t manufacture anything, relying on contractors to make phones, Macs, and other wares. As Citigroup analyst Jim Suva notes, making cars would compress Apple’s margins, making it an unlikely strategy.\nAt the same time, Apple is not just going to ignore a $2 trillion market. Morgan Stanley auto analyst Adam Jonas wrote last week that he and his tech analyst colleagues have long thought that Apple would one day design and engineer a car.\n“It’s not that we believe Apple wants to get into the auto industry as conceived by today’s auto companies, but that Apple may have an interest in enhancing the driving experience with vertical integration of hardware, software, and services,” he said in a research note.\nJonas thinks that the value of services in the “internet of cars”—multiply monthly active users (drivers) by average revenue per driver—could dwarf sales from simply selling cars. “The world’s 1.2 billion light vehicles travel in excess of 10 trillion miles per year, and humanity spends over 600 billion hours of time inside automobiles annually...the equivalent of 68 million years,” he said.\nNow, imagine those were autonomous cars. That would free up a lot of consumer time to watch Apple TV+, listen to Apple Music, read Apple News, and play in Apple Arcade on iPhones, iPads, or MacBooks.\nTesla CEO Elon Musk entered the iCar discussion on Tuesday.In a tweet, he said that during a difficult moment for his company, he reached out to Apple CEO Tim Cook to discuss selling Tesla to Apple for a 10th of the recent price (let’s call it $60 billion). Cook “refused to take the meeting,” Musk wrote.\nWhether an Apple/Tesla combination would have worked, we’ll never know.\nLet’s get small: The huge 2002 tech rally has stripped the landscape clean of obvious bargains. (Though I think I found one inYelp[YELP]; see“Yelp Stock Deserves a Positive Review. Expect a Reopening Rebound.”.) In search of cheap merchandise, I chatted recently with Jeffrey Meyers, proprietor of Cobia Capital, a New York–based hedge fund. His preference is for unloved and unknown tech companies with market caps under $3 billion that trade at modest multiples. Here are two examples.\nMeyers is keen onAirGain(AIRG), which makes antennae for fixed and mobile wireless applications. He’s especially jazzed about the prospects for a new AirGain antenna for first-responder vehicles that allows them greater range so radio signals can penetrate farther into buildings. AirGain is up about 40% this year, but he sees higher highs. Now trading for about $15, it could be a $75 stock a few years from now, he thinks.\nHe is also enthusiastic aboutNordic Semiconductor(NOD.Norway), a Norwegian company that makes Bluetooth chips for things other than smartphones: headsets, keyboards, mice, and other applications. Meyers notes that the chips are found, for instance, in Tile tracking devices, which can be attached to almost anything that you wouldn’t want to lose—your dog, say, or your keys. Apple is rumored to be working on a similar product, which he thinks also could include Nordic’s chips.\nNordic shares aren’t as cheap as those of other Meyers picks, but the company is seeing accelerating growth—revenue was up 45%, year over year, in the September quarter and 34% sequentially—in a growing niche. Nordic, meanwhile, is gaining some early traction in chips used in cellular-based Internet of Things applications.\nWall Street is looking for…well, there aren’t any U.S. analysts. Just the kind of stock Meyers loves. Nordic could be acquisition bait for many potential buyers, he says, as the chip sector continues to consolidate.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":339436904,"gmtCreate":1609001737508,"gmtModify":1704977166721,"author":{"id":"3571957013350377","authorId":"3571957013350377","name":"Ratman","avatar":"https://static.tigerbbs.com/8deb45bfcb9af1dff93123ad083df245","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571957013350377","authorIdStr":"3571957013350377"},"themes":[],"htmlText":"Electric car is the future","listText":"Electric car is the future","text":"Electric car is the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/339436904","repostId":"1142277800","repostType":4,"repost":{"id":"1142277800","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":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1608876105,"share":"https://ttm.financial/m/news/1142277800?lang=en_US&edition=fundamental","pubTime":"2020-12-25 14:01","market":"sh","language":"en","title":"Japan aims to eliminate gasoline vehicles by mid-2030s, boost green growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1142277800","media":"Reuters","summary":"Japan aims to eliminate gasoline-powered vehicles in the next 15 years, the government said on Frida","content":"<p>Japan aims to eliminate gasoline-powered vehicles in the next 15 years, the government said on Friday in a plan to reach net zero carbon emissions and generate nearly $2 trillion a year in green growth by 2050.</p>\n<p>The “green growth strategy,” targeting the hydrogen and auto industries, is meant as an action plan to achieve Prime Minister Yoshihide Suga’s October pledge to eliminate carbon emissions on a net basis by mid-century.</p>\n<p>Suga has made green investment a top priority to help revive the economy hit by the COVID-19 pandemic and to bring Japan into line the European Union, China and other economies setting ambitious emissions targets.</p>\n<p>The government will offer tax incentives and other financial support to companies, targeting 90 trillion yen ($870 billion) a year in additional economic growth through green investment and sales by 2030 and 190 trillion yen ($1.8 trillion) by 2050.</p>\n<p>A 2 trillion yen green fund will support corporate investment in green technology.</p>\n<p>The plan seeks to replace the sale of gasoline-powered vehicles with electric vehicles, including hybrid and fuel-cell vehicles, by the mid-2030s.</p>\n<p>To accelerate the spread of electric vehicles, the government targets slashing the cost of vehicle batteries by more than half to 10,000 yen or less per kilowatt hour by 2030. It aims to boost hydrogen consumption to 3 million tonnes by 2030 and to about 20 million tonnes by 2050 from 200 tonnes now, in areas such as power generation and transportation.</p>\n<p>The strategy identifies 14 industries, such as offshore wind and fuel ammonia, target the installation of up to 45 gigawatts (GW) of offshore wind power by 2040.</p>\n<p>($1 = 103.5500 yen)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Japan aims to eliminate gasoline vehicles by mid-2030s, boost green growth</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\">\nJapan aims to eliminate gasoline vehicles by mid-2030s, boost green growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2020-12-25 14:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Japan aims to eliminate gasoline-powered vehicles in the next 15 years, the government said on Friday in a plan to reach net zero carbon emissions and generate nearly $2 trillion a year in green growth by 2050.</p>\n<p>The “green growth strategy,” targeting the hydrogen and auto industries, is meant as an action plan to achieve Prime Minister Yoshihide Suga’s October pledge to eliminate carbon emissions on a net basis by mid-century.</p>\n<p>Suga has made green investment a top priority to help revive the economy hit by the COVID-19 pandemic and to bring Japan into line the European Union, China and other economies setting ambitious emissions targets.</p>\n<p>The government will offer tax incentives and other financial support to companies, targeting 90 trillion yen ($870 billion) a year in additional economic growth through green investment and sales by 2030 and 190 trillion yen ($1.8 trillion) by 2050.</p>\n<p>A 2 trillion yen green fund will support corporate investment in green technology.</p>\n<p>The plan seeks to replace the sale of gasoline-powered vehicles with electric vehicles, including hybrid and fuel-cell vehicles, by the mid-2030s.</p>\n<p>To accelerate the spread of electric vehicles, the government targets slashing the cost of vehicle batteries by more than half to 10,000 yen or less per kilowatt hour by 2030. It aims to boost hydrogen consumption to 3 million tonnes by 2030 and to about 20 million tonnes by 2050 from 200 tonnes now, in areas such as power generation and transportation.</p>\n<p>The strategy identifies 14 industries, such as offshore wind and fuel ammonia, target the installation of up to 45 gigawatts (GW) of offshore wind power by 2040.</p>\n<p>($1 = 103.5500 yen)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142277800","content_text":"Japan aims to eliminate gasoline-powered vehicles in the next 15 years, the government said on Friday in a plan to reach net zero carbon emissions and generate nearly $2 trillion a year in green growth by 2050.\nThe “green growth strategy,” targeting the hydrogen and auto industries, is meant as an action plan to achieve Prime Minister Yoshihide Suga’s October pledge to eliminate carbon emissions on a net basis by mid-century.\nSuga has made green investment a top priority to help revive the economy hit by the COVID-19 pandemic and to bring Japan into line the European Union, China and other economies setting ambitious emissions targets.\nThe government will offer tax incentives and other financial support to companies, targeting 90 trillion yen ($870 billion) a year in additional economic growth through green investment and sales by 2030 and 190 trillion yen ($1.8 trillion) by 2050.\nA 2 trillion yen green fund will support corporate investment in green technology.\nThe plan seeks to replace the sale of gasoline-powered vehicles with electric vehicles, including hybrid and fuel-cell vehicles, by the mid-2030s.\nTo accelerate the spread of electric vehicles, the government targets slashing the cost of vehicle batteries by more than half to 10,000 yen or less per kilowatt hour by 2030. It aims to boost hydrogen consumption to 3 million tonnes by 2030 and to about 20 million tonnes by 2050 from 200 tonnes now, in areas such as power generation and transportation.\nThe strategy identifies 14 industries, such as offshore wind and fuel ammonia, target the installation of up to 45 gigawatts (GW) of offshore wind power by 2040.\n($1 = 103.5500 yen)","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":339438250,"gmtCreate":1609001479370,"gmtModify":1704977165591,"author":{"id":"3571957013350377","authorId":"3571957013350377","name":"Ratman","avatar":"https://static.tigerbbs.com/8deb45bfcb9af1dff93123ad083df245","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571957013350377","authorIdStr":"3571957013350377"},"themes":[],"htmlText":"Yup","listText":"Yup","text":"Yup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/339438250","repostId":"1185532673","repostType":4,"repost":{"id":"1185532673","kind":"news","pubTimestamp":1608886161,"share":"https://ttm.financial/m/news/1185532673?lang=en_US&edition=fundamental","pubTime":"2020-12-25 16:49","market":"us","language":"en","title":"Tech Stocks Could Rise 25% in 2021, Say Wedbush Analysts","url":"https://stock-news.laohu8.com/highlight/detail?id=1185532673","media":"TheStreet","summary":"Wedbush names five stocks that could benefit the most as the economy reopens.Next year could be anot","content":"<p>Wedbush names five stocks that could benefit the most as the economy reopens.</p><p>Next year could be another strong year for tech stocks as the economy starts to grow again with the distribution of a COVID vaccine, according to analysts Daniel Ives and Strecker Backe at Wedbush.</p><p>While they acknowledge that some tech stocks have already become highly valued -- indeed, the number of downgrades of tech stocks on valuation concerns hasrisen dramaticallyin recent weeks -- the two view this as a “re-rating paradigm” as tech investors hunt for growth.</p><p>With a vaccine rolling out and some form of normalization expected to return by the spring or summer, the two are most positive on Uber&nbsp;(<b>UBER</b>), Lyft&nbsp;(<b>LYFT</b>), Tesla&nbsp;(<b>TSLA</b>) , Cerence&nbsp;(<b>CRNC</b>) and Nuance&nbsp;(<b>NUAN</b>) , the latter based on the potential for larger health-care deals occurring.</p><p>The two have been bullish on tech stocks since March, arguing that a first phase favored cloud/consumer services such as Apple&nbsp;(<b>AAPL</b>), Amazon&nbsp;(<b>AMZN</b>), Netflix&nbsp;(<b>NFLX</b>) &nbsp;and Disney&nbsp;(<b>DIS</b>) ; cybersecurity plays such as Zcaler&nbsp;(<b>ZS</b>), Crowdstrike&nbsp;(<b>CRWD</b>)&nbsp;and Okta&nbsp;(<b>OKTA</b>), and working-from-home stocks such as Zoom Video&nbsp;(<b>ZM</b>), Docusign&nbsp;(<b>DOCU</b>) and Slack&nbsp;(<b>WORK</b>).</p><p>Now they say we’re entering a second phase as the economic rebound supports the “fundamental and growth trajectories of well-positioned tech stocks.”</p><p>That points to favoring working-from-home stocks, FAANG names and cloud stocks for at least the next six to 12 months, they say, with a fundamental growth driver remaining especially strong around cloud and cybersecurity names as a result of the massive SolarWinds&nbsp;(<b>SWI</b>)&nbsp;hack.</p><p>Roughly 35% of workloads are now on the cloud but that number is projected to hit 55% by 2022, according to Ives and Backe.</p><p>Finally, the strongest tech plays on an economic recovery are likely to be Uber and Lyft as a return to the office and travel in 2021 should improve both their businesses dramatically and result in these stocks moving much higher in 2021.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nTech Stocks Could Rise 25% in 2021, Say Wedbush Analysts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-25 16:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/tech-stocks-could-rise-25-percent-in-2021-wedbush><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wedbush names five stocks that could benefit the most as the economy reopens.Next year could be another strong year for tech stocks as the economy starts to grow again with the distribution of a COVID...</p>\n\n<a href=\"https://www.thestreet.com/investing/tech-stocks-could-rise-25-percent-in-2021-wedbush\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBER":"优步","AAPL":"苹果",".IXIC":"NASDAQ Composite","AMZN":"亚马逊",".SPX":"S&P 500 Index",".DJI":"道琼斯","TSLA":"特斯拉"},"source_url":"https://www.thestreet.com/investing/tech-stocks-could-rise-25-percent-in-2021-wedbush","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185532673","content_text":"Wedbush names five stocks that could benefit the most as the economy reopens.Next year could be another strong year for tech stocks as the economy starts to grow again with the distribution of a COVID vaccine, according to analysts Daniel Ives and Strecker Backe at Wedbush.While they acknowledge that some tech stocks have already become highly valued -- indeed, the number of downgrades of tech stocks on valuation concerns hasrisen dramaticallyin recent weeks -- the two view this as a “re-rating paradigm” as tech investors hunt for growth.With a vaccine rolling out and some form of normalization expected to return by the spring or summer, the two are most positive on Uber (UBER), Lyft (LYFT), Tesla (TSLA) , Cerence (CRNC) and Nuance (NUAN) , the latter based on the potential for larger health-care deals occurring.The two have been bullish on tech stocks since March, arguing that a first phase favored cloud/consumer services such as Apple (AAPL), Amazon (AMZN), Netflix (NFLX)  and Disney (DIS) ; cybersecurity plays such as Zcaler (ZS), Crowdstrike (CRWD) and Okta (OKTA), and working-from-home stocks such as Zoom Video (ZM), Docusign (DOCU) and Slack (WORK).Now they say we’re entering a second phase as the economic rebound supports the “fundamental and growth trajectories of well-positioned tech stocks.”That points to favoring working-from-home stocks, FAANG names and cloud stocks for at least the next six to 12 months, they say, with a fundamental growth driver remaining especially strong around cloud and cybersecurity names as a result of the massive SolarWinds (SWI) hack.Roughly 35% of workloads are now on the cloud but that number is projected to hit 55% by 2022, according to Ives and Backe.Finally, the strongest tech plays on an economic recovery are likely to be Uber and Lyft as a return to the office and travel in 2021 should improve both their businesses dramatically and result in these stocks moving much higher in 2021.","news_type":1,"symbols_score_info":{"UBER":0.9,".DJI":0.9,"TSLA":0.9,".IXIC":0.9,".SPX":0.9,"AMZN":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}