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2023-03-22
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Tesla Shares Expanded Gains to 6.2%, Its Biggest Intraday Gain in Nearly Three Weeks
Tesla shares expanded gains to 6.2%, its biggest intraday gain in nearly three weeks.Tesla insurance
Tesla Shares Expanded Gains to 6.2%, Its Biggest Intraday Gain in Nearly Three Weeks
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2023-03-22
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Nvidia Announces Tech for Speeding up Chip Design at AI Conference
March 21 (Reuters) - Nvidia Corp Chief Executive Jensen Huang on Tuesday unveiled a new product for
Nvidia Announces Tech for Speeding up Chip Design at AI Conference
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2023-03-22
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2023-03-18
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Apple, Microsoft Dominance on Tech-Stock indexes Grows in Benchmark Overhaul
The pair’s combined weight dwarfs the rest of tech’s influenceVisa, Mastercard joining financials in
Apple, Microsoft Dominance on Tech-Stock indexes Grows in Benchmark Overhaul
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2023-03-18
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Are Banks on the Edge of Another 2008-Style Precipice?
Bearish nerves seem to be winning right now — despite good reasons to hope notUS bank shares are dow
Are Banks on the Edge of Another 2008-Style Precipice?
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2023-03-18
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2023-03-17
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XPeng Earnings Preview: Q4 To Be Soft With Promotions Hitting Margins
"We expect generally soft results and a weak 1Q23 outlook due to challenging demand and pricing dynamics," Edison Yu's team said. ...
XPeng Earnings Preview: Q4 To Be Soft With Promotions Hitting Margins
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2023-03-17
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2023-03-17
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Semiconductor Stocks Jumped in Morning Trading, with AMD and Intel Rising over 4%
Semiconductor stocks jumped in morning trading, with AMD and Intel rising over 4%.
Semiconductor Stocks Jumped in Morning Trading, with AMD and Intel Rising over 4%
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2023-03-17
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An investment grade from at least two major credit ratings agencies is considered important.</p><p>Moody's wrote that the EV giant's outlook is stable and that it expects free cash flow of more than $7 billion and limited debt through 2025.</p><p>"Tesla will remain one of the foremost manufacturers of battery electric vehicles with an expanding global presence and very high profitability," Moody's wrote Monday.</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>Tesla Shares Expanded Gains to 6.2%, Its Biggest Intraday Gain in Nearly Three Weeks</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\">\nTesla Shares Expanded Gains to 6.2%, Its Biggest Intraday Gain in Nearly Three Weeks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-03-21 23:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla shares expanded gains to 6.2%, its biggest intraday gain in nearly three weeks.</p><p><img src=\"https://static.tigerbbs.com/78cfb82bf4f7b8911aa5812ca98043ad\" tg-width=\"829\" tg-height=\"628\" referrerpolicy=\"no-referrer\"/></p><p>Tesla insurance registrations in China grew for the fourth straight week, as Tesla stock has managed to gain ground since the SVB Financial crash began to weigh on institutions and the broader market. Meanwhile, Moody's lifted Tesla's credit rating out of junk.</p><p>Tesla had 18,712 insurance registrations for the week of March 13 to 19, up 10% from the 17,032 in the prior week. The global EV giant had 12,478 Model Y registrations last week and 6,623 Model 3 registrations. Tesla saw its Model 3 numbers increase nearly 10% last week after shooting up 83% two weeks ago. Registrations provide a de facto measure of new car sales in China.</p><h2>Moody's Upgrades Tesla To Investment Grade</h2><p>Moody's Investors Service upgraded Tesla's credit rating by one notch to Baa3, giving it investment-grade status from a prior junk rating. S&P Global did the same in October. An investment grade from at least two major credit ratings agencies is considered important.</p><p>Moody's wrote that the EV giant's outlook is stable and that it expects free cash flow of more than $7 billion and limited debt through 2025.</p><p>"Tesla will remain one of the foremost manufacturers of battery electric vehicles with an expanding global presence and very high profitability," Moody's wrote Monday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164984334","content_text":"Tesla shares expanded gains to 6.2%, its biggest intraday gain in nearly three weeks.Tesla insurance registrations in China grew for the fourth straight week, as Tesla stock has managed to gain ground since the SVB Financial crash began to weigh on institutions and the broader market. Meanwhile, Moody's lifted Tesla's credit rating out of junk.Tesla had 18,712 insurance registrations for the week of March 13 to 19, up 10% from the 17,032 in the prior week. The global EV giant had 12,478 Model Y registrations last week and 6,623 Model 3 registrations. Tesla saw its Model 3 numbers increase nearly 10% last week after shooting up 83% two weeks ago. Registrations provide a de facto measure of new car sales in China.Moody's Upgrades Tesla To Investment GradeMoody's Investors Service upgraded Tesla's credit rating by one notch to Baa3, giving it investment-grade status from a prior junk rating. S&P Global did the same in October. An investment grade from at least two major credit ratings agencies is considered important.Moody's wrote that the EV giant's outlook is stable and that it expects free cash flow of more than $7 billion and limited debt through 2025.\"Tesla will remain one of the foremost manufacturers of battery electric vehicles with an expanding global presence and very high profitability,\" Moody's wrote Monday.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943647409,"gmtCreate":1679444322302,"gmtModify":1679444325960,"author":{"id":"4090479553934560","authorId":"4090479553934560","name":"RoAd","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090479553934560","idStr":"4090479553934560"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943647409","repostId":"1124810976","repostType":4,"repost":{"id":"1124810976","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":1679413514,"share":"https://ttm.financial/m/news/1124810976?lang=&edition=fundamental","pubTime":"2023-03-21 23:45","market":"us","language":"en","title":"Nvidia Announces Tech for Speeding up Chip Design at AI Conference","url":"https://stock-news.laohu8.com/highlight/detail?id=1124810976","media":"Reuters","summary":"March 21 (Reuters) - Nvidia Corp Chief Executive Jensen Huang on Tuesday unveiled a new product for ","content":"<html><head></head><body><p>March 21 (Reuters) - Nvidia Corp Chief Executive Jensen Huang on Tuesday unveiled a new product for speeding up the design of semiconductors as it rolled out an array of new artificial intelligence technologies based around its chips and software.</p><p>Huang made the remarks at GTC, the company's annual conference for software developers. Analysts are watching for the Santa Clara, California-based company to give more details about how it plans to widen accessibility to processing power like that used to develop fast-rising technologies such as the chatbot ChatGPT.</p><p>Last month, Huang told investors it would launch its own cloud computing service to offer more readily available access to large systems built with its chips.</p><p>Nvidia has come to dominate the field for selling chips used to developing generative AI technologies, which can answer questions with human-like text or generate fresh images based on a text prompt.</p><p>Those new technologies rely on the use of thousands of Nvidia chips at once to train the AI systems on huge troves of data. Microsoft Corp, for example, built a system with more than 10,000 Nvidia chips for startup company OpenAI to use in developing the technologies that underpin its wildly popular ChatGPT.</p><p>Huang on Tuesday announced a new technology called CuLitho to speed up the design and manufacturing of semiconductors. The software uses Nvidia's chips to speed up the step that sits between the software-based design of a chip and the physical fabrication of the lithography masks used to print that design on a piece of silicon.</p><p>The design of the masks has to be modified to account for the fact that many of the features on a chip will be smaller than the wavelength of the light used in the printing process, a step called optical proximity correction. Those calculations could take a traditional computing chip two weeks to complete, but Nvidia said Tuesday that its chips and software can handle the task overnight and reduce the electricy used from 35 megawatts to 5 megawatts.</p><p>Nvidia said it is working with ASML Holding, Synopsys Inc and Taiwan Semiconductor Manufacturing Co to bring the technology to market. Huang said TSMC will start readying the technology for production in June.</p><p>Huang also said that Nvidia is working with AT&T Inc to make dispatching trucks more efficient and with quantum computing researchers to speed software development.</p><p>While Nvidia faces competition in the AI chip marketfrom Advanced Micro Devices (AMD) and several startup companies, the company has more than 80% of the market for chips used in training AI systems.</p><p>The boom in AI has helped drive Nvidia shares up 77% this year, compared with a rise of 11.5% in the Nasdaq Composite Index. With a market capitalization of $640 billion, Nvidia has grown to become about five times more valuable than longtime rival Intel Corp.</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>Nvidia Announces Tech for Speeding up Chip Design at AI Conference</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\">\nNvidia Announces Tech for Speeding up Chip Design at AI Conference\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\">2023-03-21 23:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>March 21 (Reuters) - Nvidia Corp Chief Executive Jensen Huang on Tuesday unveiled a new product for speeding up the design of semiconductors as it rolled out an array of new artificial intelligence technologies based around its chips and software.</p><p>Huang made the remarks at GTC, the company's annual conference for software developers. Analysts are watching for the Santa Clara, California-based company to give more details about how it plans to widen accessibility to processing power like that used to develop fast-rising technologies such as the chatbot ChatGPT.</p><p>Last month, Huang told investors it would launch its own cloud computing service to offer more readily available access to large systems built with its chips.</p><p>Nvidia has come to dominate the field for selling chips used to developing generative AI technologies, which can answer questions with human-like text or generate fresh images based on a text prompt.</p><p>Those new technologies rely on the use of thousands of Nvidia chips at once to train the AI systems on huge troves of data. Microsoft Corp, for example, built a system with more than 10,000 Nvidia chips for startup company OpenAI to use in developing the technologies that underpin its wildly popular ChatGPT.</p><p>Huang on Tuesday announced a new technology called CuLitho to speed up the design and manufacturing of semiconductors. The software uses Nvidia's chips to speed up the step that sits between the software-based design of a chip and the physical fabrication of the lithography masks used to print that design on a piece of silicon.</p><p>The design of the masks has to be modified to account for the fact that many of the features on a chip will be smaller than the wavelength of the light used in the printing process, a step called optical proximity correction. Those calculations could take a traditional computing chip two weeks to complete, but Nvidia said Tuesday that its chips and software can handle the task overnight and reduce the electricy used from 35 megawatts to 5 megawatts.</p><p>Nvidia said it is working with ASML Holding, Synopsys Inc and Taiwan Semiconductor Manufacturing Co to bring the technology to market. Huang said TSMC will start readying the technology for production in June.</p><p>Huang also said that Nvidia is working with AT&T Inc to make dispatching trucks more efficient and with quantum computing researchers to speed software development.</p><p>While Nvidia faces competition in the AI chip marketfrom Advanced Micro Devices (AMD) and several startup companies, the company has more than 80% of the market for chips used in training AI systems.</p><p>The boom in AI has helped drive Nvidia shares up 77% this year, compared with a rise of 11.5% in the Nasdaq Composite Index. With a market capitalization of $640 billion, Nvidia has grown to become about five times more valuable than longtime rival Intel Corp.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124810976","content_text":"March 21 (Reuters) - Nvidia Corp Chief Executive Jensen Huang on Tuesday unveiled a new product for speeding up the design of semiconductors as it rolled out an array of new artificial intelligence technologies based around its chips and software.Huang made the remarks at GTC, the company's annual conference for software developers. Analysts are watching for the Santa Clara, California-based company to give more details about how it plans to widen accessibility to processing power like that used to develop fast-rising technologies such as the chatbot ChatGPT.Last month, Huang told investors it would launch its own cloud computing service to offer more readily available access to large systems built with its chips.Nvidia has come to dominate the field for selling chips used to developing generative AI technologies, which can answer questions with human-like text or generate fresh images based on a text prompt.Those new technologies rely on the use of thousands of Nvidia chips at once to train the AI systems on huge troves of data. Microsoft Corp, for example, built a system with more than 10,000 Nvidia chips for startup company OpenAI to use in developing the technologies that underpin its wildly popular ChatGPT.Huang on Tuesday announced a new technology called CuLitho to speed up the design and manufacturing of semiconductors. The software uses Nvidia's chips to speed up the step that sits between the software-based design of a chip and the physical fabrication of the lithography masks used to print that design on a piece of silicon.The design of the masks has to be modified to account for the fact that many of the features on a chip will be smaller than the wavelength of the light used in the printing process, a step called optical proximity correction. Those calculations could take a traditional computing chip two weeks to complete, but Nvidia said Tuesday that its chips and software can handle the task overnight and reduce the electricy used from 35 megawatts to 5 megawatts.Nvidia said it is working with ASML Holding, Synopsys Inc and Taiwan Semiconductor Manufacturing Co to bring the technology to market. Huang said TSMC will start readying the technology for production in June.Huang also said that Nvidia is working with AT&T Inc to make dispatching trucks more efficient and with quantum computing researchers to speed software development.While Nvidia faces competition in the AI chip marketfrom Advanced Micro Devices (AMD) and several startup companies, the company has more than 80% of the market for chips used in training AI systems.The boom in AI has helped drive Nvidia shares up 77% this year, compared with a rise of 11.5% in the Nasdaq Composite Index. With a market capitalization of $640 billion, Nvidia has grown to become about five times more valuable than longtime rival Intel Corp.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943647824,"gmtCreate":1679444265469,"gmtModify":1679444269512,"author":{"id":"4090479553934560","authorId":"4090479553934560","name":"RoAd","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090479553934560","idStr":"4090479553934560"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943647824","repostId":"2321605548","repostType":2,"isVote":1,"tweetType":1,"viewCount":2134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943314863,"gmtCreate":1679123174253,"gmtModify":1679123178562,"author":{"id":"4090479553934560","authorId":"4090479553934560","name":"RoAd","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090479553934560","idStr":"4090479553934560"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943314863","repostId":"2320073263","repostType":4,"repost":{"id":"2320073263","kind":"highlight","pubTimestamp":1679098200,"share":"https://ttm.financial/m/news/2320073263?lang=&edition=fundamental","pubTime":"2023-03-18 08:10","market":"us","language":"en","title":"Apple, Microsoft Dominance on Tech-Stock indexes Grows in Benchmark Overhaul","url":"https://stock-news.laohu8.com/highlight/detail?id=2320073263","media":"Bloomberg","summary":"The pair’s combined weight dwarfs the rest of tech’s influenceVisa, Mastercard joining financials in","content":"<div>\n<p>The pair’s combined weight dwarfs the rest of tech’s influenceVisa, Mastercard joining financials index in sector revampApple Inc. and Microsoft Corp., already dominant in technology-stock indexes, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-17/apple-and-microsoft-power-grows-as-sector-loses-visa-tech-watch?srnd=markets-vp\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","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>Apple, Microsoft Dominance on Tech-Stock indexes Grows in Benchmark Overhaul</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Microsoft Dominance on Tech-Stock indexes Grows in Benchmark Overhaul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-18 08:10 GMT+8 <a href=https://www.bloomberg.com/news/articles/2023-03-17/apple-and-microsoft-power-grows-as-sector-loses-visa-tech-watch?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The pair’s combined weight dwarfs the rest of tech’s influenceVisa, Mastercard joining financials index in sector revampApple Inc. and Microsoft Corp., already dominant in technology-stock indexes, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-17/apple-and-microsoft-power-grows-as-sector-loses-visa-tech-watch?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IVV":"标普500ETF-iShares","BK4007":"制药","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","SPXU":"三倍做空标普500ETF-ProShares","INTC":"英特尔","BK4539":"次新股","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4554":"元宇宙及AR概念","BK4577":"网络游戏","BK4512":"苹果概念","BK4501":"段永平概念","BK4553":"喜马拉雅资本持仓","MA":"万事达","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4575":"芯片概念","SPGI":"标普全球","BK4534":"瑞士信贷持仓","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","CRCT":"Cricut, Inc.","LU1261432733.SGD":"Fidelity World A-ACC-SGD","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","AAPL":"苹果","BOLT":"Bolt Biotherapeutics, Inc.","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4516":"特朗普概念","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4515":"5G概念","MSFT":"微软","BK4573":"虚拟现实","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4550":"红杉资本持仓","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4581":"高盛持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4507":"流媒体概念"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-17/apple-and-microsoft-power-grows-as-sector-loses-visa-tech-watch?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320073263","content_text":"The pair’s combined weight dwarfs the rest of tech’s influenceVisa, Mastercard joining financials index in sector revampApple Inc. and Microsoft Corp., already dominant in technology-stock indexes, are about to become even more so.An overhaul of sector benchmarks compiled by S&P Global Inc. and MSCI Inc., which takes effect after the market closes Friday, will remove 11 big US stocks from technology-focused indexes. Payment companies — including Visa Inc., Mastercard Inc., and PayPal Holdings Inc. — will be moved into indexes tracking financial companies, while payroll processors like Paychex Inc. and Automatic Data Processing Inc. will be classified as industrials.The departures will shrink tech’s weight in the S&P 500, while also making the remaining companies in the industry index more influential. Apple and Microsoft together already account for 46% of the S&P 500 Information Technology Index, and that share will go up when Visa and Mastercard are removed: The credit-card companies are the fourth- and fifth-biggest components, respectively, of the tech benchmark, accounting for 6.8%.The increased weighting of Apple and Microsoft means investors who are benchmarked against the tech index will have an incentive to own even more of those two stocks to keep up with the index, but that also would heighten the effect if the shares start underperforming the market.“You have to think about how you manage risk given the concentration, since it is very challenging for tech to outperform if Apple and Microsoft aren’t holding in,” said Leigh Todd, lead portfolio manager of growth equities at Voya Investment Management. “You want to ensure every company you own can contribute to your returns, and you don’t want to take outsize risk by having extreme concentrations in a small number of names.”The changes could have a meaningful impact on sector-focused funds. According to data from Morningstar Direct, there was about $163 billion in passively managed technology fund assets as of the end of February, along with another $81.9 billion in actively managed tech fund assets.The shift in index makeup will have a bigger impact on the stocks that are leaving the tech benchmark, Bank of America Corp. said. As passive investors rebalance their holdings to mirror the new weightings, tech funds will need to sell 1.4 times the amount of the payment stocks than what financials funds can absorb, acting as a headwind, the firm said. Tech stocks migrating to the industrials index also will see selling pressure, the firm said.Even with the rebalance, tech will remain by far the largest of the 11 industries in the S&P 500. It accounts for 29% of the S&P 500, its highest in more than a year, and up from a January low of 25.3%. It is twice as influential as health care, the second-largest, which is 14% of the benchmark.This influence can be a double-edged sword. Apple and Microsoft massively outperformed over the past five years, helping to pull up the overall market. Both are seen as safe havens, with strong balance sheets and the kind of durable revenue streams that can withstand slower economic growth or a recession; the pair outperformed amid the recent fallout from the collapse of Silicon Valley Bank.Apple is up 20% this year, while Microsoft is up 17%, compared with gains of 2.9% for the S&P 500 and 15% for the Nasdaq 100 Index. On Friday, Apple dipped 0.2% while Microsoft rose 1%. The Nasdaq 100 was up 0.3%.The removal of Visa and Mastercard — not typically thought of as tech companies — from the sector index highlights some of the quirks of the S&P 500’s construction. While a number of notable companies are frequently grouped under the banner of “big tech,” they aren’t classified in the sector. S&P regards Amazon.com Inc. as a consumer discretionary stock, while Alphabet Inc. and Meta Platforms Inc. are both in the communication services Index, following a 2018 reclassification that removed them from tech.Still, Apple and Microsoft stand alone in their influence. The two are the largest stocks in the overall market, representing 13.1% of the S&P 500. Over the past 10 years, the pair’s average combined weight was 8%. This means the rest of tech, regardless of individual corporate fundamentals, are likely to suffer if this strength reverses.“If you have an environment where two companies that are a huge part of an index are performing differently than the rest, that’s a terribly difficult environment to operate in,” said Denny Fish, who manages tech sector funds at Janus Henderson. However, he stressed that the growing influence of tech wasn’t inherently a risk.“The reason tech’s weight has grown is that all else being equal, it continues to drive a higher percentage of profits in the economy,” he said. “Given how tech has taken up bigger and bigger parts of the market for 30 years, it seems riskier to not be in it.”","news_type":1,"symbols_score_info":{"INTC":0.9,"MSFT":1,"IVV":0.6,"MA":0.81,"AAPL":0.9,"CRCT":0.9,"SPXU":0.6,"SPGI":0.9,"BOLT":0.9}},"isVote":1,"tweetType":1,"viewCount":2336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943314993,"gmtCreate":1679123029112,"gmtModify":1679123032814,"author":{"id":"4090479553934560","authorId":"4090479553934560","name":"RoAd","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090479553934560","idStr":"4090479553934560"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943314993","repostId":"1126461227","repostType":4,"repost":{"id":"1126461227","kind":"news","pubTimestamp":1679104200,"share":"https://ttm.financial/m/news/1126461227?lang=&edition=fundamental","pubTime":"2023-03-18 09:50","market":"us","language":"en","title":"Are Banks on the Edge of Another 2008-Style Precipice?","url":"https://stock-news.laohu8.com/highlight/detail?id=1126461227","media":"Financial Times","summary":"Bearish nerves seem to be winning right now — despite good reasons to hope notUS bank shares are dow","content":"<div>\n<p>Bearish nerves seem to be winning right now — despite good reasons to hope notUS bank shares are down 17% over the past fortnight © Brendan McDermid/ReutersNorthern Rock, Bear Stearns, Countrywide ...</p>\n\n<a href=\"https://www.ft.com/content/b579e2b1-0b9c-49ec-ba28-6834a20b690d\">Web Link</a>\n\n</div>\n","source":"lsy1580170736413","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>Are Banks on the Edge of Another 2008-Style Precipice?</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\">\nAre Banks on the Edge of Another 2008-Style Precipice?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-18 09:50 GMT+8 <a href=https://www.ft.com/content/b579e2b1-0b9c-49ec-ba28-6834a20b690d><strong>Financial Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bearish nerves seem to be winning right now — despite good reasons to hope notUS bank shares are down 17% over the past fortnight © Brendan McDermid/ReutersNorthern Rock, Bear Stearns, Countrywide ...</p>\n\n<a href=\"https://www.ft.com/content/b579e2b1-0b9c-49ec-ba28-6834a20b690d\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.ft.com/content/b579e2b1-0b9c-49ec-ba28-6834a20b690d","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126461227","content_text":"Bearish nerves seem to be winning right now — despite good reasons to hope notUS bank shares are down 17% over the past fortnight © Brendan McDermid/ReutersNorthern Rock, Bear Stearns, Countrywide Financial and Alliance & Leicester. Back in late 2007 and early 2008, when they all failed or were rescued, none of the above was systemically important. And few observers would have predicted the nightmarish crisis that was to strike within the year, felling behemoths from Wall Street’s venerable Lehman Brothers to Royal Bank of Scotland, then the biggest bank in the world.Fifteen years later, after a week in which four banks — Silicon Valley Bank, Signature and First Republic in the US, and Credit Suisse in Europe — teetered and were propped up in one way or another, it is no wonder that investors are questioning whether we are facing 2007-style problems that could soon spiral into another full-blown 2008-style disaster.There are good reasons to hope not. The primary causes of the 2008 crisis — a glut of poor-quality subprime mortgages that had been spread round the world via derivatives on to the balance sheets of poorly capitalised banks — do not apply in 2023. Credit quality remains decent. And bank capital is two to three times stronger than it was a decade and a half ago.Such reassurances have felt empty though in the face of the market panic afflicting bank shares. European banks are down by an average of 19 per cent in a fortnight; US banks by 17 per cent. On Wednesday Credit Suisse shares slumped by 30 per cent intraday, recovering only after central bank intervention.Markets were not exactly calm by the end of the week but they had stabilised somewhat. This came after CS made use of a $54bn “bazooka” liquidity intervention by the Swiss National Bank, while the risk of US bank runs was offset by deposit guarantees, new Federal Reserve liquidity facilities and a Wall Street whipround.Of course such interventions were not supposed to be necessary after the drama of 2008. The vast package of post-crisis regulatory reforms was designed to ensure there could be no repeat of the domino collapses of banks on both sides of the Atlantic. New minimum levels of equity capital were devised, regulatory stress tests were introduced and liquidity ratios were toughened, dictating that more ready funds should be available to meet customer withdrawal requests.This week’s problems in the US were explicitly caused by a failure there to apply these rules to anything other than the eight biggest banks. SVB was brought to its knees by a combination of poor interest rate risk management and lax regulatory oversight, leaving it vulnerable to a run on deposit withdrawals.A similar phenomenon afflicted Signature, a crypto-focused bank, hours later. First Republic, another regional bank, became a particular target after panicked investors realised it would not benefit from the special Federal Reserve funding vehicle launched in the wake of SVB’s failure, because it lacked the requisite collateral to tap the scheme.As investors looked for victims in Europe, attention settled on Credit Suisse, long seen as the region’s weakest big bank. It shares little or no common ground with SVB — its regulatory oversight is robust, its interest rate risk is hedged. But it has been accident-prone and slow to restructure. A decade or more of bad management and scandals has left the group’s reputation severely tarnished — a particularly bad thing when much of your business model rests on persuading billionaires to entrust their wealth to you. At the same time longstanding shareholders have deserted the bank to be replaced with unhelpful new ones.There is even less fundamental reason to distrust the viability of European banks more broadly. Credit losses are low, capital levels are strong and they have come through stress tests.But this bullish assessment is still being trumped by bearish nerves — and some logic. Central bank efforts to tame inflation will produce recessionary pressures, pushing banks’ loan losses higher and potentially eating into capital buffers. At the same time unexpected damage may be inflicted on less regulated, but similarly important, parts of the financial system that have got used to ultra-low interest rates, possibly including pensions, private equity and hedge funds. The gilts crisis in the UK pensions market last autumn was a warning sign of such risks.Even if the chances of another full-blown financial meltdown are low, our ability to deal with it may be less. Back in 2008, policymakers were able to slash interest rates, launch quantitative easing and flood the banks with rescue capital and liquidity. With government balance sheets today far more stretched, and interest rates needing to rise to combat inflation, the weaponry at their disposal is dangerously diminished.","news_type":1,"symbols_score_info":{"SIVB":0.9,"FRC":0.9,".IXIC":0.9,"CS":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943314074,"gmtCreate":1679122970898,"gmtModify":1679122972635,"author":{"id":"4090479553934560","authorId":"4090479553934560","name":"RoAd","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090479553934560","idStr":"4090479553934560"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943314074","repostId":"2320356045","repostType":4,"isVote":1,"tweetType":1,"viewCount":2772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943901685,"gmtCreate":1679013077048,"gmtModify":1679013081430,"author":{"id":"4090479553934560","authorId":"4090479553934560","name":"RoAd","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090479553934560","idStr":"4090479553934560"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943901685","repostId":"2319104893","repostType":4,"repost":{"id":"2319104893","kind":"highlight","pubTimestamp":1678950699,"share":"https://ttm.financial/m/news/2319104893?lang=&edition=fundamental","pubTime":"2023-03-16 15:11","market":"us","language":"en","title":"XPeng Earnings Preview: Q4 To Be Soft With Promotions Hitting Margins","url":"https://stock-news.laohu8.com/highlight/detail?id=2319104893","media":"CnEVPost","summary":"\"We expect generally soft results and a weak 1Q23 outlook due to challenging demand and pricing dynamics,\" Edison Yu's team said.\n...","content":"<div>\n<p>\"We expect generally soft results and a weak 1Q23 outlook due to challenging demand and pricing dynamics,\" Edison Yu's team said.XPeng US | XPeng HKXPeng (NYSE: XPEV) will report fourth-quarter ...</p>\n\n<a href=\"https://cnevpost.com/2023/03/15/xpeng-q4-2022-earnings-preview/\">Web Link</a>\n\n</div>\n","source":"cnevpost_highlight","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>XPeng Earnings Preview: Q4 To Be Soft With Promotions Hitting Margins</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng Earnings Preview: Q4 To Be Soft With Promotions Hitting Margins\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-16 15:11 GMT+8 <a href=https://cnevpost.com/2023/03/15/xpeng-q4-2022-earnings-preview/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>\"We expect generally soft results and a weak 1Q23 outlook due to challenging demand and pricing dynamics,\" Edison Yu's team said.XPeng US | XPeng HKXPeng (NYSE: XPEV) will report fourth-quarter ...</p>\n\n<a href=\"https://cnevpost.com/2023/03/15/xpeng-q4-2022-earnings-preview/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"https://cnevpost.com/2023/03/15/xpeng-q4-2022-earnings-preview/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319104893","content_text":"\"We expect generally soft results and a weak 1Q23 outlook due to challenging demand and pricing dynamics,\" Edison Yu's team said.XPeng US | XPeng HKXPeng (NYSE: XPEV) will report fourth-quarter earnings on Friday, and as usual, Deutsche Bank analyst Edison Yu's team provided their preview.\"We expect generally soft results and a weak 1Q23 outlook due to challenging demand and pricing dynamics,\" the team said in a research report sent to investors yesterday.Soft fourth-quarterXPeng will report its unaudited financial results for the fourth quarter and fiscal 2022 on Friday, March 17, before the US markets open. | Follow CnEVPost on Google NewsIt delivered 22,204 vehicles in the fourth quarter, above the upper end of the guidance range of 20,000 to 21,000, but down 46.82 percent year-on-year and down 24.91 percent from the third quarter.XPeng's previous revenue guidance for the fourth quarter was RMB 4.8 billion to RMB 5.1 billion, representing a year-on-year decrease of about 40.4 percent to 43.9 percent.\"We expect a soft quarter with deliveries already reported at 22,204, above management's guidance range (20,000-21,000), but with promotional activity hitting margins,\" Yu's team wrote.The team expects XPeng to post revenue of RMB 5.4 billion yuan and a gross margin of 11.5 percent in the fourth quarter.They expect XPeng's vehicle margin to be 8.5 percent in the fourth quarter, down 3.1 percentage points from the third quarter, and adjusted earnings per share of RMB -2.33.The current analyst consensus in the Bloomberg survey is for revenue of RMB 5.7 billion, gross margin of 12.1 percent and adjusted EPS of RMB -2.25.For the first quarter, Yu's team expects deliveries to be around 19,000-20,000 units and for gross margin to drop to single digits as price cuts take hold.XPeng deliveries in January and February were 5,218 and 6,010 units respectively, for a cumulative total of 11,228 units. Insurance registration figures for the past two weeks suggest that the company did not see a significant improvement in deliveries in March.Uncertainty in 2023The key to XPeng's relevance going forward is to win back market share, and that could take several quarters to achieve, which has created significant uncertainty this year, Yu's team said.Demand for the company's flagship SUV, the G9, has clearly been disappointing, despite mostly positive reviews, the team said, adding that they expect XPeng to potentially make pricing or SKU adjustments to the SUV in the coming months.XPeng's new P7i sedan should help with order volume, but there won't be materially beneficial until the second quarter, the team said.Most importantly, XPeng's upcoming Tesla Model Y competitor, the G6, needs to reach at least 5,000 units per month by the end of the year to be considered a success, the team said.The team now expects XPeng to be on track to deliver 145,000 vehicles in 2023, a 10,000-unit downward revision from earlier, taking into account the decline in G9 sales.How can capacity utilization be improved?If XPeng's sales continue to be weak, its management may need to get creative to improve its capacity utilization, Yu's team said, adding that the easiest way to do that would be to sign some large fleet deals.That may be hard in China, considering BYD and GAC have stronger positions in the taxi and ride-sharing segment, but XPeng recently signed deals with some local car rental companies to buy its P7 sedan, the team noted.XPeng entered into a strategic partnership with local car rental company eHi Car Services on July 19, 2022, and delivered the first few hundred cars to the latter.On January 9 this year, XPeng signed agreements with car rental company China Auto Rental and Geely's travel service platform Xiaolinggou Travel Technology, and completed the delivery of the first XPeng P7 vehicles in Ningbo, Zhejiang province.In addition, XPeng has restarted its expansion efforts in Europe, where large fleet deals could make sense due to the region's high percentage of corporate fleets and low availability of cheap BEV options, Yu's team said.\"We note BYD has an agreement with SIXT for 100,000 EVs and XPeng's vehicles fall into a similar price point. BYD also just announced a 5,000 unit agreement with UK's Octopus EV,\" the team wrote.Another option is to partner more deeply with traditional OEMs on EVs and robotaxis, which could come in the form of equity investments or strategic alliances, according to the team.","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":1}},"isVote":1,"tweetType":1,"viewCount":2547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943901862,"gmtCreate":1679013051457,"gmtModify":1679013055305,"author":{"id":"4090479553934560","authorId":"4090479553934560","name":"RoAd","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090479553934560","idStr":"4090479553934560"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943901862","repostId":"1167361248","repostType":4,"isVote":1,"tweetType":1,"viewCount":3255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943901334,"gmtCreate":1679012990629,"gmtModify":1679012994343,"author":{"id":"4090479553934560","authorId":"4090479553934560","name":"RoAd","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090479553934560","idStr":"4090479553934560"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943901334","repostId":"1142078186","repostType":4,"repost":{"id":"1142078186","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1678976105,"share":"https://ttm.financial/m/news/1142078186?lang=&edition=fundamental","pubTime":"2023-03-16 22:15","market":"us","language":"en","title":"Semiconductor Stocks Jumped in Morning Trading, with AMD and Intel Rising over 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1142078186","media":"Tiger Newspress","summary":"Semiconductor stocks jumped in morning trading, with AMD and Intel rising over 4%.","content":"<html><head></head><body><p>Semiconductor stocks jumped in morning trading, with AMD and Intel rising over 4%.<img src=\"https://static.tigerbbs.com/cecdf7f8d158bde439513c776691ecd8\" tg-width=\"283\" tg-height=\"394\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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