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d3schua
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2022-08-06
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2022-08-05
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2022-08-04
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3 Nasdaq 100 Stocks to Buy Hand Over Fist in August
The growth-centric Nasdaq 100 is home to three widely owned stocks that are cheaper than they've ever been.
3 Nasdaq 100 Stocks to Buy Hand Over Fist in August
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2022-08-03
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Alibaba: Be Greedy When Others Are Fearful
SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a
Alibaba: Be Greedy When Others Are Fearful
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2022-08-02
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US STOCKS-Wall Street Ends down after Biggest Month since 2020
* U.S. manufacturing sector slows modestly* PerkinElmer rises on $2.45 billion divestmentWall Street
US STOCKS-Wall Street Ends down after Biggest Month since 2020
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2022-08-01
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2022-07-31
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Moderna and Pfizer to Start Clinical Trials for COVID-19 Boosters That Target BA.5 "in the Near Future"
'We need vaccines with longer duration and greater breadth of protection,' said Dr. David Kessler, c
Moderna and Pfizer to Start Clinical Trials for COVID-19 Boosters That Target BA.5 "in the Near Future"
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2022-07-31
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2022-07-30
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S&P 500, Nasdaq Register Biggest Monthly Gains Since 2020
* Apple sees continued strength in demand for iPhone* Amazon expects higher revenue in third quarter
S&P 500, Nasdaq Register Biggest Monthly Gains Since 2020
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2022-07-29
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Since hitting a record-closing high during the first week of January, the widely followed S&P 500 has lost as much as 24% of its value...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/03/3-nasdaq-100-stocks-buy-hand-over-fist-in-august/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal","GOOG":"谷歌","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/08/03/3-nasdaq-100-stocks-buy-hand-over-fist-in-august/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256956201","content_text":"There's no sugarcoating it: Wall Street has had a miserable year. Since hitting a record-closing high during the first week of January, the widely followed S&P 500 has lost as much as 24% of its value and tumbled into bear market territory.But it's been an even tougher go for growth-dependent stock indexes, such as the Nasdaq Composite and Nasdaq 100. The latter is comprised of the 100 largest nonfinancial stocks listed on the Nasdaq exchange. Since hitting their all-time highs, both the Nasdaq Composite and Nasdaq 100 have shed close to a third of their value at their peak.But there's another side to this story. While bear market declines can be scary, they're also the ideal time for long-term investors to do some shopping. This is especially true for growth stocks, which have taken it on the chin during the 2022 swoon in equities. The Nasdaq 100 is currently housing three bargain growth stocks that can confidently be bought hand over fist in August.AmazonThe first Nasdaq 100 stock that proved, once again, it belongs in investors' portfolios and can be bought hand over fist in August is e-commerce stock Amazon (AMZN).In each of the past two quarters, U.S. gross domestic product (GDP) retraced. This comes atop persistent supply chain issues caused by the COVID-19 pandemic, as well as historically high inflation, which hit a four-decade high of 9.1% in June. In other words, Wall Street and investors fully expected Amazon to face-plant when it reported its second-quarter operating results. While there were a number of one-time charges that weighed on the company's bottom line, the fact remains that its high-margin operating segments and long-term growth trajectory remain unfazed by near-term economic weakness.The interesting thing about Amazon is that its most well-known operating segment may prove to be its least important over the long run. On the one hand, Amazon's online marketplace is expected to account for 39.5% of U.S. online retail sales in 2022. That's more than its next-closest 14 competitors added together. On the other hand, retail is a low-margin segment.What's far more important for Amazon is how its marketplace has helped funnel business into its higher-margin segments. For instance, the company's leading marketplace helped it sign up more than 200 million Prime members. The tens of billions of dollars collected in annual Prime fees allow Amazon to invest in its rapidly growing logistics network and redirect capital to high-margin initiatives.Arguably the highest-margin initiative for the company is Amazon Web Services (AWS). According to a report from Canalys, AWS accounted for 33% of global cloud infrastructure spending in the first quarter. AWS managed 33% year-over-year sales growth in the challenged second quarter and has consistently provided the lion's share of Amazon's operating income despite accounting for around 15% to 16% of net sales.The final reason to pile into Amazon is its valuation. After more than a decade of investors willingly paying 20 or more times year-end cash flow, investors can buy Amazon right now for a little over nine times Wall Street's forecast cash flow in 2025.PayPal HoldingsThe second Nasdaq 100 stock that's begging to be bought in August is fintech giant PayPal Holdings (PYPL). PayPal is the parent of popular peer-to-peer payment app Venmo.The prevailing concern for digital payment companies over the past couple of quarters is that inflation would adversely impact their operating performance. Rising prices disproportionately impact lower-earning deciles, which has the potential to result in reduced usage on digital payment platforms. Although PayPal has, indeed, sounded a cautious tone over the short run, the theme of this list is that its long-term growth strategy remains well intact.For instance, PayPal managed to deliver 15% constant-currency growth in total payment volume on its platform during Q1 (note, this write-up was done prior to PayPal reporting Q2 results on Aug. 2, 2022). Not only does this demonstrate that consumer spending is stronger than some folks realize, but it suggests that digital payments are still in their infancy and capable of sustained, double-digit growth for a long time to come.What's more, engagement across PayPal's digital platforms has been steadily climbing. At the end of 2020, active users were completing an average of 40.9 transactions over the trailing-12-month period. But as of the end of Q1 2022, the average active user was undertaking 47 transactions over the trailing-12-month period. If this figure keeps rising, it suggests PayPal should have no trouble extracting increasingly larger profits out of its growing active users.PayPal also expects to be a sizable player in the buy now, pay later (BNPL) space. While most BNPL businesses are likely to see delinquencies rise as the U.S. and global economy worsens in the coming quarters, the future for financed digital purchases appears bright. It's why PayPal ponied up $2.7 billion to acquire BNPL provider Paidy in Japan in 2021.Over the past five years, PayPal has averaged a forward-year price-to-earnings (P/E) ratio of 38.1. Investors can scoop up shares right now for less than half that amount (18.3 times forward-year earnings).AlphabetThe third Nasdaq 100 stock to buy hand over fist in August is none other than FAANG stock Alphabet (GOOGL) (GOOG). Alphabet is the parent company of widely used internet search engine Google and streaming platform YouTube.Any skepticism toward Alphabet effectively echoes what's already been said about Amazon and PayPal. With the U.S. in what some might consider to be a \"recession\" after two consecutive quarterly GDP declines, there's the belief that ad revenue will take a sizable hit. Since Alphabet generates the bulk of its sales from ads, there's a possibility it could see sales and profits decline as the U.S. and global economy weaken. But this only tells a small sliver of the company's growth story.To begin with, Google might as well be considered a monopoly in the internet search space. For the past two years (through June 2022), it's controlled up to a 93% global share of internet search. With the next-closest competitor 88 percentage points in the rearview mirror, it's no wonder the company is able to command such excellent pricing power on its ads. Save for the initial stages of the pandemic that led to lockdowns, Google has consistently grown by a double-digit percentage for more than two decades.But just like Amazon, it's not Alphabet's foundation that is its most exciting segment. Rather, it's the numerous revenue offshoots that offer superior growth potential throughout the decade.For instance, YouTube has become one of the most visited social media sites on the planet, with 2.56 billion monthly active users. Based on Alphabet's Q2 results, YouTube is generating an annual run rate of more than $29 billion in ad revenue (not including subscriptions).There's also Google Cloud, which is Alphabet's cloud infrastructure service segment. It was the global No. 3 in cloud spending during Q1, with 8% market share, per Canalys. Even though Google Cloud is weighing on Alphabet's bottom line for the moment, the high margins typically associated with cloud services should help it become a positive driver of operating cash flow sooner than later.At no point in Alphabet's storied history has it ever been this inexpensive relative to Wall Street's forward-year earnings forecast or cash flow projections. That makes Alphabet perhaps the smartest buy on this list and within the Nasdaq 100 right now.","news_type":1,"symbols_score_info":{"AMZN":0.9,"PYPL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":3323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906989387,"gmtCreate":1659481443152,"gmtModify":1705980682028,"author":{"id":"3581678576464859","authorId":"3581678576464859","name":"d3schua","avatar":"https://static.tigerbbs.com/93778c2ec23c76ed2cc08a285391a05d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581678576464859","idStr":"3581678576464859"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906989387","repostId":"1188690484","repostType":4,"repost":{"id":"1188690484","kind":"news","pubTimestamp":1659454673,"share":"https://ttm.financial/m/news/1188690484?lang=&edition=fundamental","pubTime":"2022-08-02 23:37","market":"us","language":"en","title":"Alibaba: Be Greedy When Others Are Fearful","url":"https://stock-news.laohu8.com/highlight/detail?id=1188690484","media":"Seeking Alpha","summary":"SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17.</li><li>The stock is down about 70% from ATH and now trades at very attractive risk/reward levels.</li><li>Personally, I see more than 50% upside for BABA stock, as I calculate the company's fair value with a residual earnings model.</li></ul><p><b>Thesis</b></p><p>I am very bullish on Alibaba (NYSE:BABA) stock. I strongly believe that the market has priced in too much negativity and pessimism as compared to reality and investors are well advised to follow one of Buffett's key maxims:</p><blockquote>Be greedy when others are fearful.</blockquote><p>Alibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17. This indicates a clear undervaluation.</p><p>Of course, I understand that investors are worried about a potential ADR delisting, slowing economy and crackdown on internet/tech companies. However, just like a bull market tops on the most bullish conditions, a bear market bottoms on the most bearish conditions. While investors should study and understand the risks, I personally believe that Alibaba stock will rebound strongly from current price levels of below $100/share.</p><p>Personally, I see more than 50% upside for BABA stock, as I calculate the company's fair value with a residual earnings model anchored on fundamentals and analyst consensus estimates. My target price is $133.92.</p><p><b>A Best-In-Class Company</b></p><p>Alibaba is one of the biggest e-commerce companies in the world. The company operates three main shopping sites Taobao, Tmall and Alibaba.com, which cumulatively serve some 828 million monthly active buyers (fiscal year ending March 31, 2021).</p><p>Alibaba also has stakes in multiple innovative internet/technology businesses such as Youku (video entertainment), Pony.Ai (Autonomous Driving) and most notably Ant Group (The world's biggest financial service company). Alipay serves almost the entire population in China. The platform has 1.3 billion users and 80 million merchants. Notably, the total payment volume of Alipay was more than $19 trillion in 2021.</p><p>Moreover, Alibaba is a dominant force in China's cloud market with about37% market share. China's cloud market is expected to grow at a 4-year CAGR of more than 25%, reaching $85 billion in 2026. As the market leader in China, Alibaba is poised to benefit from this super-charged cloud-growth. Cloud is also a business vertical where the company should enjoy government tailwind, as the Chinese Communist Party is actively supporting digitalization efforts of the economy and has made cloud development a key-priority in the party's5-year development plan.</p><p><b>Bullish Financials</b></p><p>In the past financial year, the Alibaba Group generated total revenues of about $134.5 billion and recorded an operating income of about $15 billion. Most notably in the past five years, from March 2017 to March 2022, Alibaba has grown at an unbelievable 5-year CAGR of 42%. For reference, this is almost double the growth rate of Amazon, which grew at a 5-year CAGR of 22% CAGR over the same period. Alibaba closed the fiscal year 2021 with 9.8 billion of net-income available to common shareholders.</p><p>Alibaba'sbalance sheet is very strong: As of March 2022, the company recorded $71.7 billion of cash and cash equivalents and only $27.85 of total financial debt. This makes Alibaba a net-creditor of about $43 billion -- which is 17% of the company's market capitalization. Moreover, Alibaba's business operations, despite the strong growth, are cash-accretive. In fiscal 2021, the company generated cash from operations of $22.5 billion. Under these circumstances it should come to no surprise that the company announced a $25 billion share-buyback program, more than 10% of the outstanding shares) in March 2022.</p><p>Alibaba will announce earnings for the quarter from April to end of June on August 4th before the market open. Analyst consensus expects total revenues of $30.21 billion and EPS of $1.56.</p><p><b>The Buying Opportunity</b></p><p>Despite the strong business fundamentals, Alibaba stock suffered a spectacular sell-off. BABA shares are down about 70% from ATH as the company was pressured by multiple headwinds: ADR delisting fears, as slowing economy , Covid-19 lockdowns and an aggressive regulatory crackdown that started with the cancellation of the Ant Group IPO in November 2020.</p><p><img src=\"https://static.tigerbbs.com/c01e6eab7204bcc90b5af9aa0d87ac85\" tg-width=\"640\" tg-height=\"232\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Alibaba is a quality company, and the stock's undervaluation is no secret to investors. The key-question is: is the worst behind, and can investors safely invest in Alibaba stock?</p><p>I strongly believe that a safe investment does not exist. In my opinion, every investment opportunity must be judged as a function of its price. And the lower the price, the less risky an investment becomes. Thus, investing is a question of risk/reward. Given Alibaba's extremely depressed valuation - now the company's stock is trading at a PE of about x17- I argue an investment is justified.</p><p>Moreover, there are signs that all of Alibaba's headwinds are easing and the negativity surrounding the stock has peaked. China has on multiple occasions tried to communicate to investors that the internet/technology crackdown is coming to an end and is actively supporting the healthy expansion of digital platform economies.</p><p>In addition, China has vowed to push more fiscal economic support- with a special focus on digitalization. While western economies are hawkish on fiscal and monetary stimulus - ending a decade long easing cycle, China is one of the few economies that appears to start a new stimulus cycle.</p><p>Analysts agree with the bullish thesis. In general, analysts are very bullish on Alibaba stock. Based on ratings of 44 analysts, 33 analysts give a Strong Buy rating, 8 are Buy rated and 3 assign a Hold recommendation. There is no Sell or Strong Sell rating. The average price target is $155.47/share, indicating more than 70% upside.</p><p><img src=\"https://static.tigerbbs.com/8fa3c940aeeed4780c87b1ca71bdb180\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>Residual Earnings Valuation</b></p><p>Let us now look at the valuation. What could be a fair per-share value for Alibaba stock? To answer the question, I have constructed a Residual Earnings framework and anchor on the following assumptions:</p><ul><li>To forecast EPS, I anchor on consensus analyst forecast as available on the Bloomberg Terminal 'till 2025. In my opinion, any estimate beyond 2025 is too speculative to include in a valuation framework. But for 2-3 years, analyst consensus is usually quite precise.</li><li>To estimate the cost of capital, I use the WACC framework. I model a three-year regression against the Hang Seng to find the stock's beta. For the risk-free rate, I used the U.S. 10-year treasury yield as of July 22nd, 2022. My calculation indicates a fair WACC of about 9.8%. I adjust upward to 12% in order to reflect the company's idiosyncratic market risk.</li><li>To derive Baidu's tax rate, I extrapolate the 3-year average effective tax-rate from 2019, 2020 and 2021.</li><li>For the terminal growth rate, I apply expected nominal GDP growth plus one percentage point to reflect a favorable growth outlook for Alibaba's high-potential initiatives</li><li>I do not model any share buyback further supporting a conservative valuation.</li></ul><p>Based on the above assumptions, my calculation returns a base-case target price for Alibaba of $133.92/share, implying material upside of more than 50%.</p><p><img src=\"https://static.tigerbbs.com/b7cb860aca7fa48ef2afe7e265d3effa\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/></p><p>Analyst Consensus EPS; Author's Calculation</p><p>I understand that investors might have different assumptions with regards to Alibaba's required return and terminal business growth. Thus, I also enclose a sensitivity table to test varying assumptions. For reference, red-cells imply an overvaluation as compared to the current market price, and green-cells imply an undervaluation. Notably, all tested combinations imply an undervaluation!</p><p><img src=\"https://static.tigerbbs.com/62ba3323a1f09e75477921298d84cbf8\" tg-width=\"640\" tg-height=\"154\" referrerpolicy=\"no-referrer\"/></p><p>Analyst Consensus EPS; Author's Calculation</p><p><b>Investment Risks</b></p><p>Investors should be aware of the following downside risks that might cause Alibaba stock to materially deviate from my base-case target price of $133.92/share:</p><p>First, the economy is currently pressured by multiple headwinds including inflation, real-estate crisis and COVID-19 lockdowns. If the economy would slow more than what is expected and priced in, investors should adjust expectations for Alibaba's short/mid-term business monetization accordingly.</p><p>Secondly, China's internet/tech companies are strongly exposed to regulatory risk. While the worst seems to be behind us, the elevated risk exposure persists -- and will arguably never completely fade.</p><p>Third, much of BABA's share price volatility is currently driven by investor sentiment towards Chinese ADRs and risk assets. Thus, BABA stock price might show strong price volatility even though the company's business fundamentals remain unchanged.</p><p><b>Conclusion</b></p><p>Alibaba stock is down 70% from ATH, but the company remains a global powerhouse with enormous long-term potential. Trading at a PE of below x17, despite growing like a start-up, I argue Alibaba's sell-off could offer long-term focused investors, that can stomach short term share-price volatility, a generational buying opportunity.</p><p>Personally, I see more than 50% upside for BABA stock, despite cautious and conservative valuation assumptions. Strong Buy.</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>Alibaba: Be Greedy When Others Are Fearful</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\">\nAlibaba: Be Greedy When Others Are Fearful\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-02 23:37 GMT+8 <a href=https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17.The stock is down about 70% from ATH and now trades at very attractive risk/reward ...</p>\n\n<a href=\"https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4528176-alibaba-be-greedy-when-others-fearful","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188690484","content_text":"SummaryAlibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17.The stock is down about 70% from ATH and now trades at very attractive risk/reward levels.Personally, I see more than 50% upside for BABA stock, as I calculate the company's fair value with a residual earnings model.ThesisI am very bullish on Alibaba (NYSE:BABA) stock. I strongly believe that the market has priced in too much negativity and pessimism as compared to reality and investors are well advised to follow one of Buffett's key maxims:Be greedy when others are fearful.Alibaba has grown at a 5-year CAGR of more than 42%, but the company's stock is trading at a PE of about x17. This indicates a clear undervaluation.Of course, I understand that investors are worried about a potential ADR delisting, slowing economy and crackdown on internet/tech companies. However, just like a bull market tops on the most bullish conditions, a bear market bottoms on the most bearish conditions. While investors should study and understand the risks, I personally believe that Alibaba stock will rebound strongly from current price levels of below $100/share.Personally, I see more than 50% upside for BABA stock, as I calculate the company's fair value with a residual earnings model anchored on fundamentals and analyst consensus estimates. My target price is $133.92.A Best-In-Class CompanyAlibaba is one of the biggest e-commerce companies in the world. The company operates three main shopping sites Taobao, Tmall and Alibaba.com, which cumulatively serve some 828 million monthly active buyers (fiscal year ending March 31, 2021).Alibaba also has stakes in multiple innovative internet/technology businesses such as Youku (video entertainment), Pony.Ai (Autonomous Driving) and most notably Ant Group (The world's biggest financial service company). Alipay serves almost the entire population in China. The platform has 1.3 billion users and 80 million merchants. Notably, the total payment volume of Alipay was more than $19 trillion in 2021.Moreover, Alibaba is a dominant force in China's cloud market with about37% market share. China's cloud market is expected to grow at a 4-year CAGR of more than 25%, reaching $85 billion in 2026. As the market leader in China, Alibaba is poised to benefit from this super-charged cloud-growth. Cloud is also a business vertical where the company should enjoy government tailwind, as the Chinese Communist Party is actively supporting digitalization efforts of the economy and has made cloud development a key-priority in the party's5-year development plan.Bullish FinancialsIn the past financial year, the Alibaba Group generated total revenues of about $134.5 billion and recorded an operating income of about $15 billion. Most notably in the past five years, from March 2017 to March 2022, Alibaba has grown at an unbelievable 5-year CAGR of 42%. For reference, this is almost double the growth rate of Amazon, which grew at a 5-year CAGR of 22% CAGR over the same period. Alibaba closed the fiscal year 2021 with 9.8 billion of net-income available to common shareholders.Alibaba'sbalance sheet is very strong: As of March 2022, the company recorded $71.7 billion of cash and cash equivalents and only $27.85 of total financial debt. This makes Alibaba a net-creditor of about $43 billion -- which is 17% of the company's market capitalization. Moreover, Alibaba's business operations, despite the strong growth, are cash-accretive. In fiscal 2021, the company generated cash from operations of $22.5 billion. Under these circumstances it should come to no surprise that the company announced a $25 billion share-buyback program, more than 10% of the outstanding shares) in March 2022.Alibaba will announce earnings for the quarter from April to end of June on August 4th before the market open. Analyst consensus expects total revenues of $30.21 billion and EPS of $1.56.The Buying OpportunityDespite the strong business fundamentals, Alibaba stock suffered a spectacular sell-off. BABA shares are down about 70% from ATH as the company was pressured by multiple headwinds: ADR delisting fears, as slowing economy , Covid-19 lockdowns and an aggressive regulatory crackdown that started with the cancellation of the Ant Group IPO in November 2020.Seeking AlphaAlibaba is a quality company, and the stock's undervaluation is no secret to investors. The key-question is: is the worst behind, and can investors safely invest in Alibaba stock?I strongly believe that a safe investment does not exist. In my opinion, every investment opportunity must be judged as a function of its price. And the lower the price, the less risky an investment becomes. Thus, investing is a question of risk/reward. Given Alibaba's extremely depressed valuation - now the company's stock is trading at a PE of about x17- I argue an investment is justified.Moreover, there are signs that all of Alibaba's headwinds are easing and the negativity surrounding the stock has peaked. China has on multiple occasions tried to communicate to investors that the internet/technology crackdown is coming to an end and is actively supporting the healthy expansion of digital platform economies.In addition, China has vowed to push more fiscal economic support- with a special focus on digitalization. While western economies are hawkish on fiscal and monetary stimulus - ending a decade long easing cycle, China is one of the few economies that appears to start a new stimulus cycle.Analysts agree with the bullish thesis. In general, analysts are very bullish on Alibaba stock. Based on ratings of 44 analysts, 33 analysts give a Strong Buy rating, 8 are Buy rated and 3 assign a Hold recommendation. There is no Sell or Strong Sell rating. The average price target is $155.47/share, indicating more than 70% upside.Seeking AlphaResidual Earnings ValuationLet us now look at the valuation. What could be a fair per-share value for Alibaba stock? To answer the question, I have constructed a Residual Earnings framework and anchor on the following assumptions:To forecast EPS, I anchor on consensus analyst forecast as available on the Bloomberg Terminal 'till 2025. In my opinion, any estimate beyond 2025 is too speculative to include in a valuation framework. But for 2-3 years, analyst consensus is usually quite precise.To estimate the cost of capital, I use the WACC framework. I model a three-year regression against the Hang Seng to find the stock's beta. For the risk-free rate, I used the U.S. 10-year treasury yield as of July 22nd, 2022. My calculation indicates a fair WACC of about 9.8%. I adjust upward to 12% in order to reflect the company's idiosyncratic market risk.To derive Baidu's tax rate, I extrapolate the 3-year average effective tax-rate from 2019, 2020 and 2021.For the terminal growth rate, I apply expected nominal GDP growth plus one percentage point to reflect a favorable growth outlook for Alibaba's high-potential initiativesI do not model any share buyback further supporting a conservative valuation.Based on the above assumptions, my calculation returns a base-case target price for Alibaba of $133.92/share, implying material upside of more than 50%.Analyst Consensus EPS; Author's CalculationI understand that investors might have different assumptions with regards to Alibaba's required return and terminal business growth. Thus, I also enclose a sensitivity table to test varying assumptions. For reference, red-cells imply an overvaluation as compared to the current market price, and green-cells imply an undervaluation. Notably, all tested combinations imply an undervaluation!Analyst Consensus EPS; Author's CalculationInvestment RisksInvestors should be aware of the following downside risks that might cause Alibaba stock to materially deviate from my base-case target price of $133.92/share:First, the economy is currently pressured by multiple headwinds including inflation, real-estate crisis and COVID-19 lockdowns. If the economy would slow more than what is expected and priced in, investors should adjust expectations for Alibaba's short/mid-term business monetization accordingly.Secondly, China's internet/tech companies are strongly exposed to regulatory risk. While the worst seems to be behind us, the elevated risk exposure persists -- and will arguably never completely fade.Third, much of BABA's share price volatility is currently driven by investor sentiment towards Chinese ADRs and risk assets. Thus, BABA stock price might show strong price volatility even though the company's business fundamentals remain unchanged.ConclusionAlibaba stock is down 70% from ATH, but the company remains a global powerhouse with enormous long-term potential. Trading at a PE of below x17, despite growing like a start-up, I argue Alibaba's sell-off could offer long-term focused investors, that can stomach short term share-price volatility, a generational buying opportunity.Personally, I see more than 50% upside for BABA stock, despite cautious and conservative valuation assumptions. Strong Buy.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":3165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908279463,"gmtCreate":1659398950752,"gmtModify":1705979887502,"author":{"id":"3581678576464859","authorId":"3581678576464859","name":"d3schua","avatar":"https://static.tigerbbs.com/93778c2ec23c76ed2cc08a285391a05d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581678576464859","idStr":"3581678576464859"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908279463","repostId":"2256264695","repostType":4,"repost":{"id":"2256264695","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1659394545,"share":"https://ttm.financial/m/news/2256264695?lang=&edition=fundamental","pubTime":"2022-08-02 06:55","market":"us","language":"en","title":"US STOCKS-Wall Street Ends down after Biggest Month since 2020","url":"https://stock-news.laohu8.com/highlight/detail?id=2256264695","media":"Reuters","summary":"* U.S. manufacturing sector slows modestly* PerkinElmer rises on $2.45 billion divestmentWall Street","content":"<html><head></head><body><p>* U.S. manufacturing sector slows modestly</p><p>* PerkinElmer rises on $2.45 billion divestment</p><p>Wall Street ended lower after a choppy session on Monday, with declines in energy companies weighing against gains in Boeing as investors digested the U.S. stock market's biggest monthly gains in two years.</p><p>Stocks gave up some of a strong rally from last week that was driven by bets the Federal Reserve may not need to be as aggressive with interest rate hikes as some had feared.</p><p>Also helped by stronger-than-expected second-quarter results, the S&P 500 and the Nasdaq in July posted their biggest monthly percentage gains since 2020.</p><p>The S&P 500 bounced between gains and declines on Monday as some investors became more cautious in the wake of that recent rally.</p><p>The Federal Reserve says it aims to tame inflation and cool down demand with the interest rate hikes, but some investors and analysts worry that its aggressive moves could drive up unemployment and cripple the economy.</p><p>"There are still a lot of questions about whether we are really out of the woods economically, and we probably aren't," said Tom Martin, senior portfolio manager at GLOBALT Investments in Atlanta. "We're not even close on the (economic) effects of the Fed raising interest rates."</p><p>U.S. manufacturing activity slowed-less-than-expected in July, with signs that supply constraints are easing, a report showed.</p><p>That data came on the heels of surveys indicating factories across Asia and Europe struggled for momentum in July as flagging global demand.</p><p>Oil prices fell on demand concerns, which in turn weighed on the energy sector. The S&P 500 energy index tumbled and was the deepest decliner among 11 sectors.</p><p>A monthly U.S. jobs report on Friday will be parsed for clues about the Fed's next moves in its fight against decades-high inflation.</p><p>The U.S. central bank has raised interest rates by 2.25 percentage points so far this year and has vowed to be data-driven in its approach toward future hikes.</p><p>Boeing Co gained after Reuters reported the U.S. aviation regulator approved the planemaker's inspection and modification plan to resume deliveries of 787 Dreamliners.</p><p>The S&P 500 is down about 14% in 2022, however the earnings season has showed companies were far more resilient in the second quarter than estimated. Of 283 S&P 500 companies that have reported results, 78% have topped profit estimates, as per Refinitiv data. The long-term average is 66%.</p><p>According to preliminary data, the S&P 500 lost 11.76 points, or 0.29%, to end at 4,118.53 points, while the Nasdaq Composite lost 20.69 points, or 0.17%, to 12,370.00. The Dow Jones Industrial Average fell 49.88 points, or 0.15%, to 32,795.25.</p><p>PerkinElmer Inc jumped after the medical diagnostic firm said it will sell some of its businesses along with the brand name to private equity firm New Mountain Capital for up to $2.45 billion in cash.</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>US STOCKS-Wall Street Ends down after Biggest Month since 2020</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\">\nUS STOCKS-Wall Street Ends down after Biggest Month since 2020\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-08-02 06:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* U.S. manufacturing sector slows modestly</p><p>* PerkinElmer rises on $2.45 billion divestment</p><p>Wall Street ended lower after a choppy session on Monday, with declines in energy companies weighing against gains in Boeing as investors digested the U.S. stock market's biggest monthly gains in two years.</p><p>Stocks gave up some of a strong rally from last week that was driven by bets the Federal Reserve may not need to be as aggressive with interest rate hikes as some had feared.</p><p>Also helped by stronger-than-expected second-quarter results, the S&P 500 and the Nasdaq in July posted their biggest monthly percentage gains since 2020.</p><p>The S&P 500 bounced between gains and declines on Monday as some investors became more cautious in the wake of that recent rally.</p><p>The Federal Reserve says it aims to tame inflation and cool down demand with the interest rate hikes, but some investors and analysts worry that its aggressive moves could drive up unemployment and cripple the economy.</p><p>"There are still a lot of questions about whether we are really out of the woods economically, and we probably aren't," said Tom Martin, senior portfolio manager at GLOBALT Investments in Atlanta. "We're not even close on the (economic) effects of the Fed raising interest rates."</p><p>U.S. manufacturing activity slowed-less-than-expected in July, with signs that supply constraints are easing, a report showed.</p><p>That data came on the heels of surveys indicating factories across Asia and Europe struggled for momentum in July as flagging global demand.</p><p>Oil prices fell on demand concerns, which in turn weighed on the energy sector. The S&P 500 energy index tumbled and was the deepest decliner among 11 sectors.</p><p>A monthly U.S. jobs report on Friday will be parsed for clues about the Fed's next moves in its fight against decades-high inflation.</p><p>The U.S. central bank has raised interest rates by 2.25 percentage points so far this year and has vowed to be data-driven in its approach toward future hikes.</p><p>Boeing Co gained after Reuters reported the U.S. aviation regulator approved the planemaker's inspection and modification plan to resume deliveries of 787 Dreamliners.</p><p>The S&P 500 is down about 14% in 2022, however the earnings season has showed companies were far more resilient in the second quarter than estimated. Of 283 S&P 500 companies that have reported results, 78% have topped profit estimates, as per Refinitiv data. The long-term average is 66%.</p><p>According to preliminary data, the S&P 500 lost 11.76 points, or 0.29%, to end at 4,118.53 points, while the Nasdaq Composite lost 20.69 points, or 0.17%, to 12,370.00. The Dow Jones Industrial Average fell 49.88 points, or 0.15%, to 32,795.25.</p><p>PerkinElmer Inc jumped after the medical diagnostic firm said it will sell some of its businesses along with the brand name to private equity firm New Mountain Capital for up to $2.45 billion in cash.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEF":"标普100指数ETF-iShares","SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF","BK4504":"桥水持仓","BK4559":"巴菲特持仓","PSQ":"做空纳斯达克100指数ETF-ProShares","IVV":"标普500ETF-iShares","BK4550":"红杉资本持仓","SPXU":"三倍做空标普500ETF-ProShares","SH":"做空标普500-Proshares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","BK4551":"寇图资本持仓","BK4201":"综合性石油与天然气企业","DDM":"2倍做多道指ETF-ProShares","DJX":"1/100道琼斯","OEX":"标普100","BK4564":"太空概念","SPY":"标普500ETF","BK4187":"航天航空与国防","SDOW":"三倍做空道指30ETF-ProShares","BK4581":"高盛持仓","UDOW":"三倍做多道指30ETF-ProShares","BK4570":"地缘局势概念股","QID":"两倍做空纳斯达克指数ETF-ProShares","DOG":"道指ETF-ProShares做空","UPRO":"三倍做多标普500ETF-ProShares","BK4534":"瑞士信贷持仓","SDS":"两倍做空标普500 ETF-ProShares",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BA":"波音","TQQQ":"纳指三倍做多ETF","BK4516":"特朗普概念",".SPX":"S&P 500 Index","XOM":"埃克森美孚"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256264695","content_text":"* U.S. manufacturing sector slows modestly* PerkinElmer rises on $2.45 billion divestmentWall Street ended lower after a choppy session on Monday, with declines in energy companies weighing against gains in Boeing as investors digested the U.S. stock market's biggest monthly gains in two years.Stocks gave up some of a strong rally from last week that was driven by bets the Federal Reserve may not need to be as aggressive with interest rate hikes as some had feared.Also helped by stronger-than-expected second-quarter results, the S&P 500 and the Nasdaq in July posted their biggest monthly percentage gains since 2020.The S&P 500 bounced between gains and declines on Monday as some investors became more cautious in the wake of that recent rally.The Federal Reserve says it aims to tame inflation and cool down demand with the interest rate hikes, but some investors and analysts worry that its aggressive moves could drive up unemployment and cripple the economy.\"There are still a lot of questions about whether we are really out of the woods economically, and we probably aren't,\" said Tom Martin, senior portfolio manager at GLOBALT Investments in Atlanta. \"We're not even close on the (economic) effects of the Fed raising interest rates.\"U.S. manufacturing activity slowed-less-than-expected in July, with signs that supply constraints are easing, a report showed.That data came on the heels of surveys indicating factories across Asia and Europe struggled for momentum in July as flagging global demand.Oil prices fell on demand concerns, which in turn weighed on the energy sector. The S&P 500 energy index tumbled and was the deepest decliner among 11 sectors.A monthly U.S. jobs report on Friday will be parsed for clues about the Fed's next moves in its fight against decades-high inflation.The U.S. central bank has raised interest rates by 2.25 percentage points so far this year and has vowed to be data-driven in its approach toward future hikes.Boeing Co gained after Reuters reported the U.S. aviation regulator approved the planemaker's inspection and modification plan to resume deliveries of 787 Dreamliners.The S&P 500 is down about 14% in 2022, however the earnings season has showed companies were far more resilient in the second quarter than estimated. Of 283 S&P 500 companies that have reported results, 78% have topped profit estimates, as per Refinitiv data. The long-term average is 66%.According to preliminary data, the S&P 500 lost 11.76 points, or 0.29%, to end at 4,118.53 points, while the Nasdaq Composite lost 20.69 points, or 0.17%, to 12,370.00. The Dow Jones Industrial Average fell 49.88 points, or 0.15%, to 32,795.25.PerkinElmer Inc jumped after the medical diagnostic firm said it will sell some of its businesses along with the brand name to private equity firm New Mountain Capital for up to $2.45 billion in cash.","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,".IXIC":0.9,"SPXU":0.6,"MNQmain":0.6,"XOM":0.9,"SH":0.6,"DJX":0.6,"SDOW":0.6,"QID":0.6,"OEF":0.6,"IVV":0.6,"BA":0.88,"SQQQ":0.6,"SPY":0.9,"ESmain":0.6,"SDS":0.6,"TQQQ":0.6,".DJI":0.9,"DXD":0.6,"OEX":0.6,"SSO":0.6,"UDOW":0.6,".SPX":0.9,"NQmain":0.6,"DOG":0.6,"UPRO":0.6,"QQQ":0.6,"PSQ":0.6,"QLD":0.6,"DDM":0.6}},"isVote":1,"tweetType":1,"viewCount":3409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908936765,"gmtCreate":1659311383357,"gmtModify":1676536283849,"author":{"id":"3581678576464859","authorId":"3581678576464859","name":"d3schua","avatar":"https://static.tigerbbs.com/93778c2ec23c76ed2cc08a285391a05d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581678576464859","idStr":"3581678576464859"},"themes":[],"htmlText":"Comment ","listText":"Comment ","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908936765","repostId":"2256011225","repostType":4,"isVote":1,"tweetType":1,"viewCount":3181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901276799,"gmtCreate":1659229459211,"gmtModify":1676536273622,"author":{"id":"3581678576464859","authorId":"3581678576464859","name":"d3schua","avatar":"https://static.tigerbbs.com/93778c2ec23c76ed2cc08a285391a05d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581678576464859","idStr":"3581678576464859"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901276799","repostId":"2255545151","repostType":4,"repost":{"id":"2255545151","kind":"highlight","pubTimestamp":1659227342,"share":"https://ttm.financial/m/news/2255545151?lang=&edition=fundamental","pubTime":"2022-07-31 08:29","market":"us","language":"en","title":"Moderna and Pfizer to Start Clinical Trials for COVID-19 Boosters That Target BA.5 \"in the Near Future\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2255545151","media":"MarketWatch","summary":"'We need vaccines with longer duration and greater breadth of protection,' said Dr. David Kessler, c","content":"<html><head></head><body><p>'We need vaccines with longer duration and greater breadth of protection,' said Dr. David Kessler, chief science officer for the White House's COVID-19 response team</p><p>Moderna (MRNA) and Pfizer (PFE) have not yet started clinical trials for the new COVID-19 shots that are expected to better target the BA.4 and BA.5 strains of the virus.</p><p>It has long been expected that the COVID-19 vaccines need to be reformulated to better protect against currently circulating variants. The Food and Drug Administration in June recommended that the next generation of COVID-19 boosters use a "bivalent" approach that equally targets the original version of SARS-CoV-2 and the BA.4/5 strains of the virus.</p><p>Pfizer plans to start the clinical trial for the BA.4/5-containing vaccine it's developing with BioNTech (BNTX) "in the near future," a company spokesperson told MarketWatch this week.</p><p>The submission to the FDA for these shots will be slightly different in order to speed up their availability, according to Dr. Mikael Dolsten, Pfizer's chief scientific officer, based on a FactSet transcript of Thursday's earnings call. He told investors that Pfizer and the FDA have agreed that the application for the updated booster will include "safety and immunogenicity data generated in adults with an omicron-modified BA.1 vaccine and supported by BA.4/5 bivalent-specific preclinical data and BA.4/5 bivalent chemistry, manufacturing and controls data."</p><p>The drug maker this week announced the launch of a Phase 2 trial studying COVID-19 vaccines that include either a BA.1 or a BA.2 component.</p><p>Moderna also has a bivalent booster targeting BA.1 in development and is planning to soon launch a clinical trial for a booster that includes BA.4/5.</p><p>"We are discussing the trial details with the FDA," the Moderna spokesperson said in an email. "The trial will be structured similarly to other variant-of-concern studies."</p><p>BA.5, which is now the most dominant strain of the virus in circulation, is the most transmissible form of SARS-CoV-2 so far. It's driving the surge in new cases -- the U.S. is averaging about 127,000 new cases every day -- and the omicron subvariant is also behind the uptick in hospitalizations. There are about 43,000 people in the hospital right now who have tested positive for the virus.</p><p>"This virus has continued to prove more than a formidable foe, with variants of concerns emerging, each with a bit of enhanced transmissibility," Dr. Anthony Fauci, the president's chief medical adviser, said earlier this week during a White House summit. "How do we know that? It keeps bumping off the prior variants, as we're starting to see now with the highly transmissible BA.5. Now, innovative approaches are clearly needed to induce broad and durable protection against coronaviruses, known and unknown."</p><p>The U.S. is at a critical point in the pandemic. The public has largely ignored the official messaging around boosters, and only about one-third of people who qualify for a third dose of the vaccine have gotten one. Americans have largely moved on from caring about the virus, and that's creating a problem as immunity wanes and BA.5 circulates.</p><p>This puts the Biden administration in a tricky spot. Only a few weeks ago there were media reports that the White House and health officials were considering making adults younger than 50 years old in the U.S. eligible for a second booster of the currently available shots. That never happened.</p><p>The Washington Post reported last Friday that the plan is on hold and officials are instead trying to move up the timeline for next-generation vaccines to mid-September, citing people familiar with the issue. The vaccine makers previously told an FDA advisory committee that they could have new shots ready in October.</p><p>The U.S. has contracted with both companies to supply the new vaccines, most recently with Friday's announcement that Moderna signed a $1.7 billion contract with the government to provide 66 million doses of a new COVID-19 vaccine booster.</p><p>Though the currently available vaccines continue to do a good job preventing severe disease, they are less and less effective at preventing infections. And experts say convincing individual Americans to get a booster every six months or so isn't a sustainable solution to the pandemic.</p><p>"We need vaccines with longer duration and greater breadth of protection," Dr. David Kessler, chief science officer for the White House' COVID-19 response team, said Tuesday at the summit.</p><p>In the short term, this means the bivalent vaccines being developed right now by BioNTech/Pfizer and Moderna that are expected to arrive in time for a fall booster campaign. In the longer term, there are several different ideas to consider, including pan-coronavirus vaccines that can protect against current and future strains of SARS-CoV-2 -- Dr. Eric Topol, a cardiologist and director of the Scripps Research Translational Institute, refers to this as a "variant-proof vaccine" -- or nasal vaccines that are believed to be more effective than intramuscular vaccines at generating the kind of antibodies that prevent infection and transmission.</p><p>Pfizer told investors this week that it plans to initiate research into a pan-coronavirus vaccine by the end of this year.</p><p>"We aspire to continue leading with the science and are working to identify vaccines that will help provide strong and durable protection as new SARS-CoV-2 variants emerge," Dolsten said. "We aim to deliver a next-generation COVID-19 vaccine that can provide durable antibody and T cell immune protection against severe disease and hospitalization for at least one year."</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Moderna and Pfizer to Start Clinical Trials for COVID-19 Boosters That Target BA.5 \"in the Near 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\">\nModerna and Pfizer to Start Clinical Trials for COVID-19 Boosters That Target BA.5 \"in the Near Future\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-31 08:29 GMT+8 <a href=https://www.marketwatch.com/story/moderna-and-pfizer-to-start-clinical-trials-for-covid-19-boosters-that-target-ba-5-in-the-near-future-11659112012?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>'We need vaccines with longer duration and greater breadth of protection,' said Dr. David Kessler, chief science officer for the White House's COVID-19 response teamModerna (MRNA) and Pfizer (PFE) ...</p>\n\n<a href=\"https://www.marketwatch.com/story/moderna-and-pfizer-to-start-clinical-trials-for-covid-19-boosters-that-target-ba-5-in-the-near-future-11659112012?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","BNTX":"BioNTech SE","MRNA":"Moderna, Inc."},"source_url":"https://www.marketwatch.com/story/moderna-and-pfizer-to-start-clinical-trials-for-covid-19-boosters-that-target-ba-5-in-the-near-future-11659112012?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255545151","content_text":"'We need vaccines with longer duration and greater breadth of protection,' said Dr. David Kessler, chief science officer for the White House's COVID-19 response teamModerna (MRNA) and Pfizer (PFE) have not yet started clinical trials for the new COVID-19 shots that are expected to better target the BA.4 and BA.5 strains of the virus.It has long been expected that the COVID-19 vaccines need to be reformulated to better protect against currently circulating variants. The Food and Drug Administration in June recommended that the next generation of COVID-19 boosters use a \"bivalent\" approach that equally targets the original version of SARS-CoV-2 and the BA.4/5 strains of the virus.Pfizer plans to start the clinical trial for the BA.4/5-containing vaccine it's developing with BioNTech (BNTX) \"in the near future,\" a company spokesperson told MarketWatch this week.The submission to the FDA for these shots will be slightly different in order to speed up their availability, according to Dr. Mikael Dolsten, Pfizer's chief scientific officer, based on a FactSet transcript of Thursday's earnings call. He told investors that Pfizer and the FDA have agreed that the application for the updated booster will include \"safety and immunogenicity data generated in adults with an omicron-modified BA.1 vaccine and supported by BA.4/5 bivalent-specific preclinical data and BA.4/5 bivalent chemistry, manufacturing and controls data.\"The drug maker this week announced the launch of a Phase 2 trial studying COVID-19 vaccines that include either a BA.1 or a BA.2 component.Moderna also has a bivalent booster targeting BA.1 in development and is planning to soon launch a clinical trial for a booster that includes BA.4/5.\"We are discussing the trial details with the FDA,\" the Moderna spokesperson said in an email. \"The trial will be structured similarly to other variant-of-concern studies.\"BA.5, which is now the most dominant strain of the virus in circulation, is the most transmissible form of SARS-CoV-2 so far. It's driving the surge in new cases -- the U.S. is averaging about 127,000 new cases every day -- and the omicron subvariant is also behind the uptick in hospitalizations. There are about 43,000 people in the hospital right now who have tested positive for the virus.\"This virus has continued to prove more than a formidable foe, with variants of concerns emerging, each with a bit of enhanced transmissibility,\" Dr. Anthony Fauci, the president's chief medical adviser, said earlier this week during a White House summit. \"How do we know that? It keeps bumping off the prior variants, as we're starting to see now with the highly transmissible BA.5. Now, innovative approaches are clearly needed to induce broad and durable protection against coronaviruses, known and unknown.\"The U.S. is at a critical point in the pandemic. The public has largely ignored the official messaging around boosters, and only about one-third of people who qualify for a third dose of the vaccine have gotten one. Americans have largely moved on from caring about the virus, and that's creating a problem as immunity wanes and BA.5 circulates.This puts the Biden administration in a tricky spot. Only a few weeks ago there were media reports that the White House and health officials were considering making adults younger than 50 years old in the U.S. eligible for a second booster of the currently available shots. That never happened.The Washington Post reported last Friday that the plan is on hold and officials are instead trying to move up the timeline for next-generation vaccines to mid-September, citing people familiar with the issue. The vaccine makers previously told an FDA advisory committee that they could have new shots ready in October.The U.S. has contracted with both companies to supply the new vaccines, most recently with Friday's announcement that Moderna signed a $1.7 billion contract with the government to provide 66 million doses of a new COVID-19 vaccine booster.Though the currently available vaccines continue to do a good job preventing severe disease, they are less and less effective at preventing infections. And experts say convincing individual Americans to get a booster every six months or so isn't a sustainable solution to the pandemic.\"We need vaccines with longer duration and greater breadth of protection,\" Dr. David Kessler, chief science officer for the White House' COVID-19 response team, said Tuesday at the summit.In the short term, this means the bivalent vaccines being developed right now by BioNTech/Pfizer and Moderna that are expected to arrive in time for a fall booster campaign. In the longer term, there are several different ideas to consider, including pan-coronavirus vaccines that can protect against current and future strains of SARS-CoV-2 -- Dr. Eric Topol, a cardiologist and director of the Scripps Research Translational Institute, refers to this as a \"variant-proof vaccine\" -- or nasal vaccines that are believed to be more effective than intramuscular vaccines at generating the kind of antibodies that prevent infection and transmission.Pfizer told investors this week that it plans to initiate research into a pan-coronavirus vaccine by the end of this year.\"We aspire to continue leading with the science and are working to identify vaccines that will help provide strong and durable protection as new SARS-CoV-2 variants emerge,\" Dolsten said. \"We aim to deliver a next-generation COVID-19 vaccine that can provide durable antibody and T cell immune protection against severe disease and hospitalization for at least one year.\"","news_type":1,"symbols_score_info":{"PFE":1,"BNTX":1,"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":2980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901276147,"gmtCreate":1659229409189,"gmtModify":1676536273567,"author":{"id":"3581678576464859","authorId":"3581678576464859","name":"d3schua","avatar":"https://static.tigerbbs.com/93778c2ec23c76ed2cc08a285391a05d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581678576464859","idStr":"3581678576464859"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901276147","repostId":"1165172007","repostType":4,"isVote":1,"tweetType":1,"viewCount":2829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901321326,"gmtCreate":1659141118865,"gmtModify":1676536262989,"author":{"id":"3581678576464859","authorId":"3581678576464859","name":"d3schua","avatar":"https://static.tigerbbs.com/93778c2ec23c76ed2cc08a285391a05d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581678576464859","idStr":"3581678576464859"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901321326","repostId":"2255943595","repostType":4,"repost":{"id":"2255943595","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1659135413,"share":"https://ttm.financial/m/news/2255943595?lang=&edition=fundamental","pubTime":"2022-07-30 06:56","market":"us","language":"en","title":"S&P 500, Nasdaq Register Biggest Monthly Gains Since 2020","url":"https://stock-news.laohu8.com/highlight/detail?id=2255943595","media":"Reuters","summary":"* Apple sees continued strength in demand for iPhone* Amazon expects higher revenue in third quarter","content":"<html><head></head><body><p>* Apple sees continued strength in demand for iPhone</p><p>* Amazon expects higher revenue in third quarter</p><p>* Intel cuts annual forecasts, shares slide</p><p>* Oil giants Exxon, Chevron jump after record revenue</p><p>* Indexes: Dow up 1%, S&P 500 up 1.4%, Nasdaq up 1.9%</p><p>NEW YORK, July 29 (Reuters) - U.S. stocks added to their recent rally on Friday after upbeat forecasts from Apple and Amazon.com, and the S&P 500 and Nasdaq posted their biggest monthly percentage gains since 2020.</p><p>Most S&P 500 sectors ended higher, with energy rising 4.5%, the most of any S&P sector. Chevron Corp rose 8.9% and Exxon Mobil shares jumped 4.6% after the companies reported record quarterly revenues.</p><p>Apple Inc shares gained 3.3% after the company said parts shortages were easing and that demand for iPhones was continuing. Amazon.com Inc shot up 10.4% after it forecast a jump in third-quarter revenue from bigger fees from its Prime loyalty subscriptions.</p><p>"In today's market, the Amazon and Apple numbers are giving the market support (on) the idea that two large companies that are a large part of the S&P seem so far to be able to navigate through these tougher times," said Rick Meckler, partner at Cherry Lane Investments, a family investment office in New Vernon, New Jersey.</p><p>Stocks have also rallied this week on investor speculation that the Federal Reserve may not need to be as aggressive with interest rate hikes as some had feared.</p><p>The Dow Jones Industrial Average rose 315.5 points, or 0.97%, to 32,845.13; the S&P 500 gained 57.86 points, or 1.42%, to 4,130.29 and the Nasdaq Composite added 228.10 points, or 1.88%, to 12,390.69.</p><p>All three major indexes gained for the month and for the week. The S&P 500 gained about 9.1% for July in its biggest monthly percentage gain since November 2020, while the Nasdaq jumped about 12.3% in July in its biggest monthly gain since April 2020.</p><p>In other earnings, Intel Corp shares fell 8.6% after the company cut annual sales and profit forecasts and missed second-quarter estimates.</p><p>Second-quarter U.S. corporate results have mostly been stronger than expected.</p><p>Of the 279 S&P 500 companies that have reported earnings so far, 77.8% have exceeded expectations. Earnings for S&P 500 companies now are expected to have increased 7.1% in the quarter versus an estimated 5.6% at the start of July, according to IBES data from Refinitiv.</p><p>The day's economic data showed U.S. labor costs increased strongly in the second quarter as a tight jobs market boosted wage growth.</p><p>But on Thursday, a government report showed the American economy unexpectedly contracted in the second quarter, suggesting to some investors that the economy was on the cusp of a recession. They said it might deter the Fed from continuing to aggressively increase rates as it battles high inflation.</p><p>Volume on U.S. exchanges was 11.35 billion shares, compared with the 10.79 billion-share average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored advancers.</p><p>The S&P 500 posted three new 52-week highs and 33 new lows; the Nasdaq Composite recorded 63 new highs and 82 new lows.</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>S&P 500, Nasdaq Register Biggest Monthly Gains Since 2020</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\">\nS&P 500, Nasdaq Register Biggest Monthly Gains Since 2020\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-30 06:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Apple sees continued strength in demand for iPhone</p><p>* Amazon expects higher revenue in third quarter</p><p>* Intel cuts annual forecasts, shares slide</p><p>* Oil giants Exxon, Chevron jump after record revenue</p><p>* Indexes: Dow up 1%, S&P 500 up 1.4%, Nasdaq up 1.9%</p><p>NEW YORK, July 29 (Reuters) - U.S. stocks added to their recent rally on Friday after upbeat forecasts from Apple and Amazon.com, and the S&P 500 and Nasdaq posted their biggest monthly percentage gains since 2020.</p><p>Most S&P 500 sectors ended higher, with energy rising 4.5%, the most of any S&P sector. Chevron Corp rose 8.9% and Exxon Mobil shares jumped 4.6% after the companies reported record quarterly revenues.</p><p>Apple Inc shares gained 3.3% after the company said parts shortages were easing and that demand for iPhones was continuing. Amazon.com Inc shot up 10.4% after it forecast a jump in third-quarter revenue from bigger fees from its Prime loyalty subscriptions.</p><p>"In today's market, the Amazon and Apple numbers are giving the market support (on) the idea that two large companies that are a large part of the S&P seem so far to be able to navigate through these tougher times," said Rick Meckler, partner at Cherry Lane Investments, a family investment office in New Vernon, New Jersey.</p><p>Stocks have also rallied this week on investor speculation that the Federal Reserve may not need to be as aggressive with interest rate hikes as some had feared.</p><p>The Dow Jones Industrial Average rose 315.5 points, or 0.97%, to 32,845.13; the S&P 500 gained 57.86 points, or 1.42%, to 4,130.29 and the Nasdaq Composite added 228.10 points, or 1.88%, to 12,390.69.</p><p>All three major indexes gained for the month and for the week. The S&P 500 gained about 9.1% for July in its biggest monthly percentage gain since November 2020, while the Nasdaq jumped about 12.3% in July in its biggest monthly gain since April 2020.</p><p>In other earnings, Intel Corp shares fell 8.6% after the company cut annual sales and profit forecasts and missed second-quarter estimates.</p><p>Second-quarter U.S. corporate results have mostly been stronger than expected.</p><p>Of the 279 S&P 500 companies that have reported earnings so far, 77.8% have exceeded expectations. Earnings for S&P 500 companies now are expected to have increased 7.1% in the quarter versus an estimated 5.6% at the start of July, according to IBES data from Refinitiv.</p><p>The day's economic data showed U.S. labor costs increased strongly in the second quarter as a tight jobs market boosted wage growth.</p><p>But on Thursday, a government report showed the American economy unexpectedly contracted in the second quarter, suggesting to some investors that the economy was on the cusp of a recession. They said it might deter the Fed from continuing to aggressively increase rates as it battles high inflation.</p><p>Volume on U.S. exchanges was 11.35 billion shares, compared with the 10.79 billion-share average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored advancers.</p><p>The S&P 500 posted three new 52-week highs and 33 new lows; the Nasdaq Composite recorded 63 new highs and 82 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SDS":"两倍做空标普500 ETF-ProShares","XOM":"埃克森美孚","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓",".DJI":"道琼斯","OEF":"标普100指数ETF-iShares",".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF-ProShares","CVX":"雪佛龙",".SPX":"S&P 500 Index","IVV":"标普500ETF-iShares","BK4581":"高盛持仓","SH":"做空标普500-Proshares","AAPL":"苹果","SSO":"2倍做多标普500ETF-ProShares","AMZN":"亚马逊","INTC":"英特尔","UPRO":"三倍做多标普500ETF-ProShares","OEX":"标普100"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255943595","content_text":"* Apple sees continued strength in demand for iPhone* Amazon expects higher revenue in third quarter* Intel cuts annual forecasts, shares slide* Oil giants Exxon, Chevron jump after record revenue* Indexes: Dow up 1%, S&P 500 up 1.4%, Nasdaq up 1.9%NEW YORK, July 29 (Reuters) - U.S. stocks added to their recent rally on Friday after upbeat forecasts from Apple and Amazon.com, and the S&P 500 and Nasdaq posted their biggest monthly percentage gains since 2020.Most S&P 500 sectors ended higher, with energy rising 4.5%, the most of any S&P sector. Chevron Corp rose 8.9% and Exxon Mobil shares jumped 4.6% after the companies reported record quarterly revenues.Apple Inc shares gained 3.3% after the company said parts shortages were easing and that demand for iPhones was continuing. Amazon.com Inc shot up 10.4% after it forecast a jump in third-quarter revenue from bigger fees from its Prime loyalty subscriptions.\"In today's market, the Amazon and Apple numbers are giving the market support (on) the idea that two large companies that are a large part of the S&P seem so far to be able to navigate through these tougher times,\" said Rick Meckler, partner at Cherry Lane Investments, a family investment office in New Vernon, New Jersey.Stocks have also rallied this week on investor speculation that the Federal Reserve may not need to be as aggressive with interest rate hikes as some had feared.The Dow Jones Industrial Average rose 315.5 points, or 0.97%, to 32,845.13; the S&P 500 gained 57.86 points, or 1.42%, to 4,130.29 and the Nasdaq Composite added 228.10 points, or 1.88%, to 12,390.69.All three major indexes gained for the month and for the week. The S&P 500 gained about 9.1% for July in its biggest monthly percentage gain since November 2020, while the Nasdaq jumped about 12.3% in July in its biggest monthly gain since April 2020.In other earnings, Intel Corp shares fell 8.6% after the company cut annual sales and profit forecasts and missed second-quarter estimates.Second-quarter U.S. corporate results have mostly been stronger than expected.Of the 279 S&P 500 companies that have reported earnings so far, 77.8% have exceeded expectations. Earnings for S&P 500 companies now are expected to have increased 7.1% in the quarter versus an estimated 5.6% at the start of July, according to IBES data from Refinitiv.The day's economic data showed U.S. labor costs increased strongly in the second quarter as a tight jobs market boosted wage growth.But on Thursday, a government report showed the American economy unexpectedly contracted in the second quarter, suggesting to some investors that the economy was on the cusp of a recession. They said it might deter the Fed from continuing to aggressively increase rates as it battles high inflation.Volume on U.S. exchanges was 11.35 billion shares, compared with the 10.79 billion-share average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored advancers.The S&P 500 posted three new 52-week highs and 33 new lows; the Nasdaq Composite recorded 63 new highs and 82 new lows.","news_type":1,"symbols_score_info":{"XOM":0.9,"OEF":0.6,"SH":0.6,"SPXU":0.6,".DJI":0.9,"OEX":0.6,"CVX":0.9,"SPY":1,"IVV":0.6,".SPX":0.9,"INTC":0.9,"SDS":0.6,"UPRO":0.6,"AMZN":0.9,".IXIC":0.9,"AAPL":0.9,"SSO":0.6}},"isVote":1,"tweetType":1,"viewCount":3112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903247158,"gmtCreate":1659050116974,"gmtModify":1676536248334,"author":{"id":"3581678576464859","authorId":"3581678576464859","name":"d3schua","avatar":"https://static.tigerbbs.com/93778c2ec23c76ed2cc08a285391a05d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581678576464859","idStr":"3581678576464859"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903247158","repostId":"2255306989","repostType":4,"isVote":1,"tweetType":1,"viewCount":2482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}