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2021-12-27

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Santa Claus Rally watch: What to know this week

2021-12-25

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Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022

2021-12-25

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2021-12-24

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U.S. adds Merck pill as 2nd easy-to-use drug against COVID-19

2021-12-23

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2021-12-22

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3 Stocks to Buy in a Heartbeat If There's a Stock Market Crash in 2022

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2021-11-21

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Why Ford Is Terminating Its Joint EV Development Plan With Rivian?

2021-11-11

$FRASERS PROPERTY LIMITED(TQ5.SI)$up up up

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2021-11-09

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2021-11-09

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buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698772198","repostId":"2194177239","repostType":4,"repost":{"id":"2194177239","kind":"news","pubTimestamp":1640559609,"share":"https://www.laohu8.com/m/news/2194177239?lang=&edition=full","pubTime":"2021-12-27 07:00","market":"us","language":"en","title":"Santa Claus Rally watch: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2194177239","media":"Yahoo Finance","summary":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.The S&P 500  is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any ","content":"<p>As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.</p>\n<p>The S&amp;P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.</p>\n<p>The term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.</p>\n<p>According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&amp;P 500 78.9% of the time, with an average return of 1.33%.</p>\n<p>“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”</p>\n<p>And if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.</p>\n<p>\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.</p>\n<p>“Considering the bear markets of 2000 and 2008 both took place after <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"</p>\n<p>And this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.</p>\n<p>\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1279eeacff5d764e6ff5b3e8f7a24f49\" tg-width=\"4000\" tg-height=\"2667\" referrerpolicy=\"no-referrer\"><span>A man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images</span></p>\n<h2>Economic calendar</h2>\n<ul>\n <li><p><b>Monday: </b>Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)</p></li>\n <li><p><b>Tuesday: </b>FHFA House Price Index, month-over-month, October (0.9% in September); S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&amp;P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&amp;P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)</p></li>\n <li><p><b>Wednesday: </b>Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)</p></li>\n <li><p><b>Thursday: </b>Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)</p></li>\n <li><p><b>Friday: </b><i>No notable reports scheduled for release</i></p></li>\n</ul>\n<h2>Earnings calendar</h2>\n<ul>\n <li><p><b>Monday: </b><i>No notable reports scheduled for release</i></p></li>\n <li><p><b>Tuesday: </b><i>No notable reports scheduled for release</i></p></li>\n <li><p><b>Wednesday: </b>FuelCell Energy Inc. (FCEL) before market open</p></li>\n <li><p><b>Thursday: </b><i>No notable reports scheduled for release</i></p></li>\n <li><p><b>Friday: </b><i>No notable reports scheduled for release</i></p></li>\n</ul>","source":"yahoofinance_au","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>Santa Claus Rally watch: What to know this week</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\">\nSanta Claus Rally watch: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 07:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p>\n\n<a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY.AU":"SPDR® S&P 500® ETF Trust","FCEL":"燃料电池能源","BK4541":"氢能源","BK4096":"电气部件与设备"},"source_url":"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194177239","content_text":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.\nThe S&P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.\nThe term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.\nAccording to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&P 500 78.9% of the time, with an average return of 1.33%.\n“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”\nAnd if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.\n\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.\n“Considering the bear markets of 2000 and 2008 both took place after one of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"\nAnd this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.\n\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"\nA man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images\nEconomic calendar\n\nMonday: Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)\nTuesday: FHFA House Price Index, month-over-month, October (0.9% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)\nWednesday: Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)\nThursday: Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)\nFriday: No notable reports scheduled for release\n\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: No notable reports scheduled for release\nWednesday: FuelCell Energy Inc. (FCEL) before market open\nThursday: No notable reports scheduled for release\nFriday: No notable reports scheduled for release","news_type":1},"isVote":1,"tweetType":1,"viewCount":1726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698291004,"gmtCreate":1640398747594,"gmtModify":1640398753222,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698291004","repostId":"1195657371","repostType":4,"repost":{"id":"1195657371","kind":"news","pubTimestamp":1640394204,"share":"https://www.laohu8.com/m/news/1195657371?lang=&edition=full","pubTime":"2021-12-25 09:03","market":"us","language":"en","title":"Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1195657371","media":"Seeking Alpha","summary":"Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is b","content":"<ul>\n <li>Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth&nbsp;from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet(NASDAQ:GOOGL)and other big tech companies.</li>\n <li>Analyst Dan Ives believes that some of the recent volatility the stock market has seen is no more than a \"painful digestion period [along with Omicron fears],\" as earnings estimates now factor in a hawkish Fed and some stretched valuations for tech stocks. However, Ives is bullish on tech stocks for next year.</li>\n <li>As part of his prediction list, Ives believes Apple (AAPL) will unveil its long-awaited and oft-speculated AR/VR headset Apple Glasses in the summer, which will \"result in another major growth catalyst for the stock\" as the world's most valuable company continues to monetize its user base.</li>\n <li>Ives also thinks that the broader NASDAQ(COMP.IND), represented by the Invesco QQQ Trust Series 1(NASDAQ:QQQ), is likely to hit 19,000 by the year-end, up from around its current level of 15,400, as the digital transformation between businesses and consumers continues. He adds that the underlying growth prospects for the broader tech sector are between two and three times the normalized or historical patterns.</li>\n <li>The&nbsp;metaverse, an idea that has been bandied about for nearly 30 years, seems poised to move from hype to reality, Ives suggests, as companies like Meta Platforms(NASDAQ:FB), Apple (AAPL), Google (GOOGL) and Microsoft (MSFT) invest \"billions\" of dollars over the next year in this space, with \"significant\" amounts of merger activity likely to come.</li>\n <li>Ives also thinks that the cloud arms race will stay heated, as the entrants go after $1 trillion in spending over the next decade. He believes that more than 50% of workloads will be on the cloud by the end of 2022, up from 43% currently, largely benefiting Amazon(NASDAQ:AMZN), Microsoft (MSFT) and Google (GOOGL), followed by Oracle(NYSE:ORCL)and IBM(NYSE:IBM).</li>\n <li>Cybersecurity budgets appear poised to increase sharply next year, Ives predicts, rising 21% in 2022, or about 1% above a \"robust\" year in 2021. As such, he believes companies like Zscaler(NASDAQ:ZS), Tenable(NYSE:TEN), CyberArk(NASDAQ:CYBR), Varonis(NASDAQ:VRNS), Sailpoint(NYSE:SAIL), Fortinet(NASDAQ:FTNT)and Palo Alto Networks(NASDAQ:PANW).</li>\n <li>Despite what is likely to be a rising interest rate environment, tech companies will likely continue to spend and acquire in significant fashion next year, Ives believes. Cerence(NASDAQ:CRNC), Matterport(NASDAQ:MTTR), Varonis (VRNS), Rapid7(NASDAQ:RPD)and Sailpoint (SAIL) are the analyst's top five M&amp;A candidates for next year.</li>\n <li>On the macro front, Ives thinks that the chip shortage, particularly out of Asia, will \"significantly moderate\" in the first half of the year. Apple (AAPL) and the chip companies - Ives did name any specific ones - are the \"best springboard bets to benefit from this key dynamic easing.\"</li>\n <li>Keeping in-line with broader ideas, Ives thinks that the regulatory environment in the U.S. and Europe will be a threat to the big-tech companies around anti-trust and monopoly concerns, but instead of structural changes, it is likely to largely wind up in the companies being fined, and potentially hampering their ability to buy or acquire other companies.</li>\n <li>Ives also thinks that Chinese tech companies will continue to be a \"very treacherous\" space for global investors, as the government continues to crack&nbsp;down on companies. As such, this could result in more dollars coming out of Chinese tech stocks and rotating into U.S. tech stocks.</li>\n <li>Lastly, Ives thinks Apple (AAPL) will reach a $3 trillion market cap next year, to be followed thereafter by Microsoft (MSFT).</li>\n</ul>","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>Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022</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\">\nWill Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 09:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782833-will-apple-or-microsoft-hit-3-trillion-next-year-10-tech-predictions-for-2022><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT)...</p>\n\n<a href=\"https://seekingalpha.com/news/3782833-will-apple-or-microsoft-hit-3-trillion-next-year-10-tech-predictions-for-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSFT":"微软"},"source_url":"https://seekingalpha.com/news/3782833-will-apple-or-microsoft-hit-3-trillion-next-year-10-tech-predictions-for-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195657371","content_text":"Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet(NASDAQ:GOOGL)and other big tech companies.\nAnalyst Dan Ives believes that some of the recent volatility the stock market has seen is no more than a \"painful digestion period [along with Omicron fears],\" as earnings estimates now factor in a hawkish Fed and some stretched valuations for tech stocks. However, Ives is bullish on tech stocks for next year.\nAs part of his prediction list, Ives believes Apple (AAPL) will unveil its long-awaited and oft-speculated AR/VR headset Apple Glasses in the summer, which will \"result in another major growth catalyst for the stock\" as the world's most valuable company continues to monetize its user base.\nIves also thinks that the broader NASDAQ(COMP.IND), represented by the Invesco QQQ Trust Series 1(NASDAQ:QQQ), is likely to hit 19,000 by the year-end, up from around its current level of 15,400, as the digital transformation between businesses and consumers continues. He adds that the underlying growth prospects for the broader tech sector are between two and three times the normalized or historical patterns.\nThe metaverse, an idea that has been bandied about for nearly 30 years, seems poised to move from hype to reality, Ives suggests, as companies like Meta Platforms(NASDAQ:FB), Apple (AAPL), Google (GOOGL) and Microsoft (MSFT) invest \"billions\" of dollars over the next year in this space, with \"significant\" amounts of merger activity likely to come.\nIves also thinks that the cloud arms race will stay heated, as the entrants go after $1 trillion in spending over the next decade. He believes that more than 50% of workloads will be on the cloud by the end of 2022, up from 43% currently, largely benefiting Amazon(NASDAQ:AMZN), Microsoft (MSFT) and Google (GOOGL), followed by Oracle(NYSE:ORCL)and IBM(NYSE:IBM).\nCybersecurity budgets appear poised to increase sharply next year, Ives predicts, rising 21% in 2022, or about 1% above a \"robust\" year in 2021. As such, he believes companies like Zscaler(NASDAQ:ZS), Tenable(NYSE:TEN), CyberArk(NASDAQ:CYBR), Varonis(NASDAQ:VRNS), Sailpoint(NYSE:SAIL), Fortinet(NASDAQ:FTNT)and Palo Alto Networks(NASDAQ:PANW).\nDespite what is likely to be a rising interest rate environment, tech companies will likely continue to spend and acquire in significant fashion next year, Ives believes. Cerence(NASDAQ:CRNC), Matterport(NASDAQ:MTTR), Varonis (VRNS), Rapid7(NASDAQ:RPD)and Sailpoint (SAIL) are the analyst's top five M&A candidates for next year.\nOn the macro front, Ives thinks that the chip shortage, particularly out of Asia, will \"significantly moderate\" in the first half of the year. Apple (AAPL) and the chip companies - Ives did name any specific ones - are the \"best springboard bets to benefit from this key dynamic easing.\"\nKeeping in-line with broader ideas, Ives thinks that the regulatory environment in the U.S. and Europe will be a threat to the big-tech companies around anti-trust and monopoly concerns, but instead of structural changes, it is likely to largely wind up in the companies being fined, and potentially hampering their ability to buy or acquire other companies.\nIves also thinks that Chinese tech companies will continue to be a \"very treacherous\" space for global investors, as the government continues to crack down on companies. As such, this could result in more dollars coming out of Chinese tech stocks and rotating into U.S. tech stocks.\nLastly, Ives thinks Apple (AAPL) will reach a $3 trillion market cap next year, to be followed thereafter by Microsoft (MSFT).","news_type":1},"isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698293608,"gmtCreate":1640398677724,"gmtModify":1640398752115,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698293608","repostId":"2193917872","repostType":4,"isVote":1,"tweetType":1,"viewCount":1481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698975309,"gmtCreate":1640298279560,"gmtModify":1640298280479,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698975309","repostId":"1192623075","repostType":4,"repost":{"id":"1192623075","kind":"news","pubTimestamp":1640269891,"share":"https://www.laohu8.com/m/news/1192623075?lang=&edition=full","pubTime":"2021-12-23 22:31","market":"us","language":"en","title":"U.S. adds Merck pill as 2nd easy-to-use drug against COVID-19","url":"https://stock-news.laohu8.com/highlight/detail?id=1192623075","media":"SeattleTimes","summary":"U.S. health regulators on Thursday authorized the second pill against COVID-19, providing another ea","content":"<p>U.S. health regulators on Thursday authorized the second pill against COVID-19, providing another easy-to-use medication to battle the rising tide of omicron infections.</p>\n<p>The Food and Drug Administration authorization of Merck’s molnupiravir comes one day after the agency cleared a competing drug from Pfizer. That pill, Paxlovid, is likely to become the first-choice treatment against the virus, thanks to its superior benefits and milder side effects.</p>\n<p>As a result, Merck’s pill is expected to have a smaller role against the pandemic than predicted just a few weeks ago. Its ability to head off severe COVID-19 is much smaller than initially announced and the drug label will warn of serious safety issues, including the potential for birth defects.</p>\n<p>The Food and Drug Administration authorized Merck’s drug for adults with early symptoms of COVID-19 who face the highest risks of hospitalization, including older people and those with conditions like obesity and heart disease. The U.K. first authorized the pill in early November.</p>\n<p>Known as molnupiravir, the Merck drug will carry a warning against use during pregnancy. Women of childbearing age should use birth control during treatment and for a few days after while men should use birth control for at least three months after their final dose, the FDA said.</p>\n<p>The restrictions were expected after an FDA advisory panel only narrowly endorsed the drug last month, warning that its use would have to be strictly tailored to patients who can benefit the most.</p>\n<p>The Pfizer pill works differently and doesn’t carry the same risks. Additionally, Pfizer’s drug was roughly three times more effective in testing, reducing hospitalization and death by nearly 90% among high-risk patients, compared with 30% for Merck’s.</p>\n<p>Some experts question whether there will be much of a role for the Merck drug in the U.S.</p>\n<p>“To the extent that there’s an ample supply of Pfizer’s pill, I think it won’t be used,” said Dr. Gregory Poland of the Mayo Clinic, referring to the Merck drug. “There would be no reason, given it has less efficacy and a higher risk of side effects.”</p>\n<p>For now, the FDA decision provides another potential option against the virus that has killed more than 800,000 Americans, even as health officials brace for record-setting cases, hospitalizations and deaths driven by the omicron variant. Antiviral pills, including Merck’s, are expected to be effective against omicron because they don’t target the spike protein where most of the variant’s worrisome mutations reside.</p>\n<p>The FDA based its decision on results showing nearly 7% of patients taking the drug ended up in the hospital and one died at the end of 30 days. That compared with 10% of patients hospitalized who were taking the placebo and nine deaths.</p>\n<p>Federal officials have agreed to purchase enough of the drug to treat 3.1 million people.</p>\n<p>The U.S. will pay about $700 for each course of Merck’s drug, which requires patients to take four pills twice a day for five days. A review by Harvard University and King’s College London estimated it costs about $18 to make each 40-pill course of treatment.</p>\n<p>Merck’s drug inserts tiny errors into the coronavirus’ genetic code to slow its reproduction. That genetic effect has raised concerns that the drug could cause mutations in human fetuses and even spur more virulent strains of the virus. But FDA scientists said the variant risk is largely theoretical because people take the drug for such a short period of time.</p>","source":"lsy1640271591192","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. adds Merck pill as 2nd easy-to-use drug against COVID-19</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\">\nU.S. adds Merck pill as 2nd easy-to-use drug against COVID-19\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 22:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.seattletimes.com/business/us-adds-merck-pill-as-2nd-easy-to-use-drug-against-covid-19/><strong>SeattleTimes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. health regulators on Thursday authorized the second pill against COVID-19, providing another easy-to-use medication to battle the rising tide of omicron infections.\nThe Food and Drug ...</p>\n\n<a href=\"https://www.seattletimes.com/business/us-adds-merck-pill-as-2nd-easy-to-use-drug-against-covid-19/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRK":"默沙东","PFE":"辉瑞"},"source_url":"https://www.seattletimes.com/business/us-adds-merck-pill-as-2nd-easy-to-use-drug-against-covid-19/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192623075","content_text":"U.S. health regulators on Thursday authorized the second pill against COVID-19, providing another easy-to-use medication to battle the rising tide of omicron infections.\nThe Food and Drug Administration authorization of Merck’s molnupiravir comes one day after the agency cleared a competing drug from Pfizer. That pill, Paxlovid, is likely to become the first-choice treatment against the virus, thanks to its superior benefits and milder side effects.\nAs a result, Merck’s pill is expected to have a smaller role against the pandemic than predicted just a few weeks ago. Its ability to head off severe COVID-19 is much smaller than initially announced and the drug label will warn of serious safety issues, including the potential for birth defects.\nThe Food and Drug Administration authorized Merck’s drug for adults with early symptoms of COVID-19 who face the highest risks of hospitalization, including older people and those with conditions like obesity and heart disease. The U.K. first authorized the pill in early November.\nKnown as molnupiravir, the Merck drug will carry a warning against use during pregnancy. Women of childbearing age should use birth control during treatment and for a few days after while men should use birth control for at least three months after their final dose, the FDA said.\nThe restrictions were expected after an FDA advisory panel only narrowly endorsed the drug last month, warning that its use would have to be strictly tailored to patients who can benefit the most.\nThe Pfizer pill works differently and doesn’t carry the same risks. Additionally, Pfizer’s drug was roughly three times more effective in testing, reducing hospitalization and death by nearly 90% among high-risk patients, compared with 30% for Merck’s.\nSome experts question whether there will be much of a role for the Merck drug in the U.S.\n“To the extent that there’s an ample supply of Pfizer’s pill, I think it won’t be used,” said Dr. Gregory Poland of the Mayo Clinic, referring to the Merck drug. “There would be no reason, given it has less efficacy and a higher risk of side effects.”\nFor now, the FDA decision provides another potential option against the virus that has killed more than 800,000 Americans, even as health officials brace for record-setting cases, hospitalizations and deaths driven by the omicron variant. Antiviral pills, including Merck’s, are expected to be effective against omicron because they don’t target the spike protein where most of the variant’s worrisome mutations reside.\nThe FDA based its decision on results showing nearly 7% of patients taking the drug ended up in the hospital and one died at the end of 30 days. That compared with 10% of patients hospitalized who were taking the placebo and nine deaths.\nFederal officials have agreed to purchase enough of the drug to treat 3.1 million people.\nThe U.S. will pay about $700 for each course of Merck’s drug, which requires patients to take four pills twice a day for five days. A review by Harvard University and King’s College London estimated it costs about $18 to make each 40-pill course of treatment.\nMerck’s drug inserts tiny errors into the coronavirus’ genetic code to slow its reproduction. That genetic effect has raised concerns that the drug could cause mutations in human fetuses and even spur more virulent strains of the virus. But FDA scientists said the variant risk is largely theoretical because people take the drug for such a short period of time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691524772,"gmtCreate":1640222968407,"gmtModify":1640222968634,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691524772","repostId":"2193113147","repostType":4,"isVote":1,"tweetType":1,"viewCount":1455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691182029,"gmtCreate":1640149737038,"gmtModify":1640149737230,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691182029","repostId":"1157657338","repostType":4,"repost":{"id":"1157657338","kind":"news","pubTimestamp":1640144039,"share":"https://www.laohu8.com/m/news/1157657338?lang=&edition=full","pubTime":"2021-12-22 11:33","market":"us","language":"en","title":"3 Stocks to Buy in a Heartbeat If There's a Stock Market Crash in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1157657338","media":"Motley Fool","summary":"Each has an excellent future, and a stock market crash could give investors a chance to buy them at lower prices.","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Airbnb is arguably a better business now than before the pandemic.</li>\n <li>Apple's iPhone is capturing new customers for its ecosystem.</li>\n <li>Amazon's more profitable segments are growing faster.</li>\n</ul>\n<p>Stock market crashes are nearly impossible to predict with any precision. However, investors can prepare for a crash by setting aside extra cash in their portfolios in anticipation. That way, if there is a market crash, investors have cash on hand and are ready to deploy it in buying excellent stocks at lower prices.</p>\n<p>In that regard, if there is a stock market crash in 2022,<b>Airbnb</b>(NASDAQ:ABNB),<b>Apple</b>(NASDAQ:AAPL), and&nbsp;<b>Amazon</b>(NASDAQ:AMZN)&nbsp;are three stocks you can buy in a heartbeat. Let's look closer at the case for why each stock deserves a spot in your portfolio.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3131619f7941ecc473ad8787d0fa380d\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>Airbnb</b></p>\n<p>The worldwide facilitator of travel, Airbnb is steadily recovering from the devastation caused by the&nbsp;coronavirus pandemic. After two years of growth, Airbnb's revenue decreased 30% to $3.4 billion in 2020.</p>\n<p>Thankfully, several effective vaccines have been developed against COVID-19, and that's made folks more willing to travel again in 2021. So sales are bouncing back at Airbnb. In its most recent fiscal quarter ended Sept. 30, revenue was up 36% over the comparable pre-pandemic quarter in 2019. Even more impressively, net income increased to $834 million in the third quarter, up from $267 million in Q3 of 2019.</p>\n<p>The company is gaining traction&nbsp;in the lucrative travel and resort industry that could be worth over $1 trillion in sales annually. Folks can often find places to stay on Airbnb's platform that are better fitted to their needs compared to hotels, which are less customizable.</p>\n<p>Airbnb's stock is trading at a price-to-free-cash-flow ratio of 59 -- its lowest all year -- and a stock market crash could cause it to sell at an even lower price.</p>\n<p><b>Apple</b></p>\n<p>Unlike Airbnb, Apple's business has been thriving since the pandemic's onset. The company's products are more valuable to people working, learning, and entertaining themselves at home.</p>\n<p>But that's not the only factor driving sales higher for Apple. The tech giant has done a masterful job updating legacy products like the iPhone in a fashion that keeps consumers interested. The most recent iPhone update has increased sales of the product to $192 billion in its latest fiscal year ended Sept. 25, up from $138 billion a year ago.</p>\n<p>Apple has proven this capability for years. In the past decade alone, its revenue has grown at a compound annual rate of 12.9%. That's a difficult feat for a company the size of Apple with sales of $366 billion in its fiscal 2021.</p>\n<p>What's more, sales of its products are bringing customers into its ecosystem -- and once with Apple, consumers tend to stick around. Indeed, sales from its services segment totaled $54 billion in 2021, and those sales produce a higher profit margin than its products do.</p>\n<p>One of the only downsides to Apple's stock is its price. The company is&nbsp;approaching a $3 trillion market cap&nbsp;and is trading at a price-to-free-cash-flow ratio of 31 -- near the highs of the past decade. A stock market crash could alleviate some valuation concerns and allow you to buy Apple stock at a lower price.</p>\n<p><b>Amazon</b></p>\n<p>Sales at Amazon, the titan of online retailers, have been surging throughout the pandemic. The company stepped up and delivered while hundreds of millions of folks were looking to avoid shopping in person for fear of contracting COVID-19. Indeed, from fiscal 2019 to 2020, Amazon's sales rose by more than $100 billion. The 37.6% increase in year-over-year sales drove operating profits from $14.5 billion to $22.9 billion. Amazon has gained millions of customers during the pandemic, and undoubtedly many of them will stick around long after.</p>\n<p>Interestingly, Amazon's more profitable segments are growing faster than the company overall. In the most recent quarter ended Sept. 30, revenue from its Amazon Web Services segment (which provides cloud computing to businesses) rose 39% year over year to $16.1 billion while the category that includes advertising revenue jumped 49% to $8.1 billion. In fact, since Q2 2020, the ad revenue category has nearly doubled.</p>\n<p>Amazon is riding multiple tailwinds, including increased shopping online as well as greater&nbsp;advertising online. These trends could propel sales growth for several more years. Amazon's stock is not cheap, trading at a price-to-free-cash flow ratio of 239 and a price-to-earnings ratio of 66, but a stock market crash could give investors a chance to buy it at a lower price.</p>\n<p>Airbnb, Apple, and Amazon are all excellent businesses with solid prospects over several years. If there's a stock market crash in 2022 that sends these&nbsp;stocks&nbsp;lower, investors should jump at the opportunity to buy them.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Buy in a Heartbeat If There's a Stock Market Crash in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Buy in a Heartbeat If There's a Stock Market Crash in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 11:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/21/3-stocks-to-buy-in-stockmarket-crash-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nAirbnb is arguably a better business now than before the pandemic.\nApple's iPhone is capturing new customers for its ecosystem.\nAmazon's more profitable segments are growing faster.\n\nStock...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/21/3-stocks-to-buy-in-stockmarket-crash-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2021/12/21/3-stocks-to-buy-in-stockmarket-crash-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157657338","content_text":"Key Points\n\nAirbnb is arguably a better business now than before the pandemic.\nApple's iPhone is capturing new customers for its ecosystem.\nAmazon's more profitable segments are growing faster.\n\nStock market crashes are nearly impossible to predict with any precision. However, investors can prepare for a crash by setting aside extra cash in their portfolios in anticipation. That way, if there is a market crash, investors have cash on hand and are ready to deploy it in buying excellent stocks at lower prices.\nIn that regard, if there is a stock market crash in 2022,Airbnb(NASDAQ:ABNB),Apple(NASDAQ:AAPL), and Amazon(NASDAQ:AMZN) are three stocks you can buy in a heartbeat. Let's look closer at the case for why each stock deserves a spot in your portfolio.\nIMAGE SOURCE: GETTY IMAGES.\nAirbnb\nThe worldwide facilitator of travel, Airbnb is steadily recovering from the devastation caused by the coronavirus pandemic. After two years of growth, Airbnb's revenue decreased 30% to $3.4 billion in 2020.\nThankfully, several effective vaccines have been developed against COVID-19, and that's made folks more willing to travel again in 2021. So sales are bouncing back at Airbnb. In its most recent fiscal quarter ended Sept. 30, revenue was up 36% over the comparable pre-pandemic quarter in 2019. Even more impressively, net income increased to $834 million in the third quarter, up from $267 million in Q3 of 2019.\nThe company is gaining traction in the lucrative travel and resort industry that could be worth over $1 trillion in sales annually. Folks can often find places to stay on Airbnb's platform that are better fitted to their needs compared to hotels, which are less customizable.\nAirbnb's stock is trading at a price-to-free-cash-flow ratio of 59 -- its lowest all year -- and a stock market crash could cause it to sell at an even lower price.\nApple\nUnlike Airbnb, Apple's business has been thriving since the pandemic's onset. The company's products are more valuable to people working, learning, and entertaining themselves at home.\nBut that's not the only factor driving sales higher for Apple. The tech giant has done a masterful job updating legacy products like the iPhone in a fashion that keeps consumers interested. The most recent iPhone update has increased sales of the product to $192 billion in its latest fiscal year ended Sept. 25, up from $138 billion a year ago.\nApple has proven this capability for years. In the past decade alone, its revenue has grown at a compound annual rate of 12.9%. That's a difficult feat for a company the size of Apple with sales of $366 billion in its fiscal 2021.\nWhat's more, sales of its products are bringing customers into its ecosystem -- and once with Apple, consumers tend to stick around. Indeed, sales from its services segment totaled $54 billion in 2021, and those sales produce a higher profit margin than its products do.\nOne of the only downsides to Apple's stock is its price. The company is approaching a $3 trillion market cap and is trading at a price-to-free-cash-flow ratio of 31 -- near the highs of the past decade. A stock market crash could alleviate some valuation concerns and allow you to buy Apple stock at a lower price.\nAmazon\nSales at Amazon, the titan of online retailers, have been surging throughout the pandemic. The company stepped up and delivered while hundreds of millions of folks were looking to avoid shopping in person for fear of contracting COVID-19. Indeed, from fiscal 2019 to 2020, Amazon's sales rose by more than $100 billion. The 37.6% increase in year-over-year sales drove operating profits from $14.5 billion to $22.9 billion. Amazon has gained millions of customers during the pandemic, and undoubtedly many of them will stick around long after.\nInterestingly, Amazon's more profitable segments are growing faster than the company overall. In the most recent quarter ended Sept. 30, revenue from its Amazon Web Services segment (which provides cloud computing to businesses) rose 39% year over year to $16.1 billion while the category that includes advertising revenue jumped 49% to $8.1 billion. In fact, since Q2 2020, the ad revenue category has nearly doubled.\nAmazon is riding multiple tailwinds, including increased shopping online as well as greater advertising online. These trends could propel sales growth for several more years. Amazon's stock is not cheap, trading at a price-to-free-cash flow ratio of 239 and a price-to-earnings ratio of 66, but a stock market crash could give investors a chance to buy it at a lower price.\nAirbnb, Apple, and Amazon are all excellent businesses with solid prospects over several years. If there's a stock market crash in 2022 that sends these stocks lower, investors should jump at the opportunity to buy them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693586593,"gmtCreate":1640050321421,"gmtModify":1640050324069,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693586593","repostId":"2193761136","repostType":4,"isVote":1,"tweetType":1,"viewCount":1856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693921162,"gmtCreate":1639962885869,"gmtModify":1639962886111,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693921162","repostId":"1146401633","repostType":4,"isVote":1,"tweetType":1,"viewCount":1268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699449766,"gmtCreate":1639882243958,"gmtModify":1639882244159,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699449766","repostId":"2192903795","repostType":4,"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872808890,"gmtCreate":1637466565413,"gmtModify":1637466565516,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/872808890","repostId":"1156888846","repostType":4,"repost":{"id":"1156888846","kind":"news","pubTimestamp":1637465976,"share":"https://www.laohu8.com/m/news/1156888846?lang=&edition=full","pubTime":"2021-11-21 11:39","market":"us","language":"en","title":"Why Ford Is Terminating Its Joint EV Development Plan With Rivian?","url":"https://stock-news.laohu8.com/highlight/detail?id=1156888846","media":"Benzinga","summary":"Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shel","content":"<p><b>Ford Motor Company</b>, which is one of the early backers of EV startup&nbsp;<b>Rivian Automotive, Inc.</b>, is shelving its plan to develop an EV with the latter altogether.</p>\n<p><b>What Happened:</b>As Ford steps on the gas on its EV transition, the Detroit-based automaker has decided to abandon it plans to jointly develop an EV with Rivian, CEO Jim Farley said in an interview with Automotive News.</p>\n<p>Farley said Ford expects to produce 600,000 vehicles per year by the end of 2023.</p>\n<p>When Ford initially invested $500 million in Rivian in 2019, it envisaged developing a Ford branded EV that will come with Rivian's skateboard powertrain. In early 2020, the companies said they are shelving the plans for a Lincoln-branded EV but would go ahead with an alternative vehicle based on Rivian technology.</p>\n<p>The Ford CEO suggested in the interview that the company is now increasingly confident in competing in the EV space by itself. Another handicap that forced the going-solo decision was the complexities involved in integrating the hardware and software together.</p>\n<p><b>Why It's Important:</b>Rivian shares debuted on Wall Street on Nov. 10 following aninitial public offeringat a bumper valuation of over $100 billion. The company's strong debut and the subsequent run up in shares have raised eyebrows over its valuation which has taken it past the market capitalization of legacy U.S. automakers, including Ford.</p>\n<p>Rivian's product pipeline consists of RIT, an EV pickup truck, which it began delivering to customers in September. As of Oct. 30, the company produced 180 R1Ts and delivered 156 R1Ts, with the bulk of them going to the company's employees.</p>\n<p>The company noted that at the end of October, it had preorders of about 55,400 R1Ts and R1Ss. It expects to fill the preorder backlog by the end of 2023.</p>\n<p>Ford, for its part, has doubled on itsEV strategyand invested big dollars into its transition toward EVs.</p>\n<p>\"We respect Rivian and have had extensive exploratory discussions with them, however, both sides have agreed not to pursue any kind of joint vehicle development or platform sharing,\" Ford said in an emailed statement to media.</p>\n<p>Rivian, meanwhile, confirmed that it is a mutual decision to focus on each of their own projects and deliveries, given Ford has scaled its own EV strategy and demand for Rivian vehicles has grown.</p>\n<p>\"Our relationship with Ford is an important part of our journey, and Ford remains an investor and ally on our shared path to an electrified future\" a Rivian spokesperson said.</p>\n<p>Rivian closed Friday's session up 4.23% at $128.60, while Ford closed down 0.87% at $19.39.</p>","source":"lsy1606299360108","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>Why Ford Is Terminating Its Joint EV Development Plan With Rivian?</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\">\nWhy Ford Is Terminating Its Joint EV Development Plan With Rivian?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-21 11:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether.\nWhat Happened:As Ford steps on the gas on...</p>\n\n<a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","F":"福特汽车"},"source_url":"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156888846","content_text":"Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether.\nWhat Happened:As Ford steps on the gas on its EV transition, the Detroit-based automaker has decided to abandon it plans to jointly develop an EV with Rivian, CEO Jim Farley said in an interview with Automotive News.\nFarley said Ford expects to produce 600,000 vehicles per year by the end of 2023.\nWhen Ford initially invested $500 million in Rivian in 2019, it envisaged developing a Ford branded EV that will come with Rivian's skateboard powertrain. In early 2020, the companies said they are shelving the plans for a Lincoln-branded EV but would go ahead with an alternative vehicle based on Rivian technology.\nThe Ford CEO suggested in the interview that the company is now increasingly confident in competing in the EV space by itself. Another handicap that forced the going-solo decision was the complexities involved in integrating the hardware and software together.\nWhy It's Important:Rivian shares debuted on Wall Street on Nov. 10 following aninitial public offeringat a bumper valuation of over $100 billion. The company's strong debut and the subsequent run up in shares have raised eyebrows over its valuation which has taken it past the market capitalization of legacy U.S. automakers, including Ford.\nRivian's product pipeline consists of RIT, an EV pickup truck, which it began delivering to customers in September. As of Oct. 30, the company produced 180 R1Ts and delivered 156 R1Ts, with the bulk of them going to the company's employees.\nThe company noted that at the end of October, it had preorders of about 55,400 R1Ts and R1Ss. It expects to fill the preorder backlog by the end of 2023.\nFord, for its part, has doubled on itsEV strategyand invested big dollars into its transition toward EVs.\n\"We respect Rivian and have had extensive exploratory discussions with them, however, both sides have agreed not to pursue any kind of joint vehicle development or platform sharing,\" Ford said in an emailed statement to media.\nRivian, meanwhile, confirmed that it is a mutual decision to focus on each of their own projects and deliveries, given Ford has scaled its own EV strategy and demand for Rivian vehicles has grown.\n\"Our relationship with Ford is an important part of our journey, and Ford remains an investor and ally on our shared path to an electrified future\" a Rivian spokesperson said.\nRivian closed Friday's session up 4.23% at $128.60, while Ford closed down 0.87% at 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buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/872808890","repostId":"1156888846","repostType":4,"repost":{"id":"1156888846","kind":"news","pubTimestamp":1637465976,"share":"https://www.laohu8.com/m/news/1156888846?lang=&edition=full","pubTime":"2021-11-21 11:39","market":"us","language":"en","title":"Why Ford Is Terminating Its Joint EV Development Plan With Rivian?","url":"https://stock-news.laohu8.com/highlight/detail?id=1156888846","media":"Benzinga","summary":"Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shel","content":"<p><b>Ford Motor Company</b>, which is one of the early backers of EV startup&nbsp;<b>Rivian Automotive, Inc.</b>, is shelving its plan to develop an EV with the latter altogether.</p>\n<p><b>What Happened:</b>As Ford steps on the gas on its EV transition, the Detroit-based automaker has decided to abandon it plans to jointly develop an EV with Rivian, CEO Jim Farley said in an interview with Automotive News.</p>\n<p>Farley said Ford expects to produce 600,000 vehicles per year by the end of 2023.</p>\n<p>When Ford initially invested $500 million in Rivian in 2019, it envisaged developing a Ford branded EV that will come with Rivian's skateboard powertrain. In early 2020, the companies said they are shelving the plans for a Lincoln-branded EV but would go ahead with an alternative vehicle based on Rivian technology.</p>\n<p>The Ford CEO suggested in the interview that the company is now increasingly confident in competing in the EV space by itself. Another handicap that forced the going-solo decision was the complexities involved in integrating the hardware and software together.</p>\n<p><b>Why It's Important:</b>Rivian shares debuted on Wall Street on Nov. 10 following aninitial public offeringat a bumper valuation of over $100 billion. The company's strong debut and the subsequent run up in shares have raised eyebrows over its valuation which has taken it past the market capitalization of legacy U.S. automakers, including Ford.</p>\n<p>Rivian's product pipeline consists of RIT, an EV pickup truck, which it began delivering to customers in September. As of Oct. 30, the company produced 180 R1Ts and delivered 156 R1Ts, with the bulk of them going to the company's employees.</p>\n<p>The company noted that at the end of October, it had preorders of about 55,400 R1Ts and R1Ss. It expects to fill the preorder backlog by the end of 2023.</p>\n<p>Ford, for its part, has doubled on itsEV strategyand invested big dollars into its transition toward EVs.</p>\n<p>\"We respect Rivian and have had extensive exploratory discussions with them, however, both sides have agreed not to pursue any kind of joint vehicle development or platform sharing,\" Ford said in an emailed statement to media.</p>\n<p>Rivian, meanwhile, confirmed that it is a mutual decision to focus on each of their own projects and deliveries, given Ford has scaled its own EV strategy and demand for Rivian vehicles has grown.</p>\n<p>\"Our relationship with Ford is an important part of our journey, and Ford remains an investor and ally on our shared path to an electrified future\" a Rivian spokesperson said.</p>\n<p>Rivian closed Friday's session up 4.23% at $128.60, while Ford closed down 0.87% at $19.39.</p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Ford Is Terminating Its Joint EV Development Plan With Rivian?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-21 11:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether.\nWhat Happened:As Ford steps on the gas on...</p>\n\n<a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","F":"福特汽车"},"source_url":"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156888846","content_text":"Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether.\nWhat Happened:As Ford steps on the gas on its EV transition, the Detroit-based automaker has decided to abandon it plans to jointly develop an EV with Rivian, CEO Jim Farley said in an interview with Automotive News.\nFarley said Ford expects to produce 600,000 vehicles per year by the end of 2023.\nWhen Ford initially invested $500 million in Rivian in 2019, it envisaged developing a Ford branded EV that will come with Rivian's skateboard powertrain. In early 2020, the companies said they are shelving the plans for a Lincoln-branded EV but would go ahead with an alternative vehicle based on Rivian technology.\nThe Ford CEO suggested in the interview that the company is now increasingly confident in competing in the EV space by itself. Another handicap that forced the going-solo decision was the complexities involved in integrating the hardware and software together.\nWhy It's Important:Rivian shares debuted on Wall Street on Nov. 10 following aninitial public offeringat a bumper valuation of over $100 billion. The company's strong debut and the subsequent run up in shares have raised eyebrows over its valuation which has taken it past the market capitalization of legacy U.S. automakers, including Ford.\nRivian's product pipeline consists of RIT, an EV pickup truck, which it began delivering to customers in September. As of Oct. 30, the company produced 180 R1Ts and delivered 156 R1Ts, with the bulk of them going to the company's employees.\nThe company noted that at the end of October, it had preorders of about 55,400 R1Ts and R1Ss. It expects to fill the preorder backlog by the end of 2023.\nFord, for its part, has doubled on itsEV strategyand invested big dollars into its transition toward EVs.\n\"We respect Rivian and have had extensive exploratory discussions with them, however, both sides have agreed not to pursue any kind of joint vehicle development or platform sharing,\" Ford said in an emailed statement to media.\nRivian, meanwhile, confirmed that it is a mutual decision to focus on each of their own projects and deliveries, given Ford has scaled its own EV strategy and demand for Rivian vehicles has grown.\n\"Our relationship with Ford is an important part of our journey, and Ford remains an investor and ally on our shared path to an electrified future\" a Rivian spokesperson said.\nRivian closed Friday's session up 4.23% at $128.60, while Ford closed down 0.87% at $19.39.","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":817334680,"gmtCreate":1630905516940,"gmtModify":1631883638797,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>getting greedy","listText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>getting greedy","text":"$Lion-OCBC Sec HSTECH S$(HST.SI)$getting greedy","images":[{"img":"https://static.tigerbbs.com/3193cef37b878930532ac4c48805daa3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/817334680","isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":838854419,"gmtCreate":1629386850831,"gmtModify":1631891962682,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"Buy buy","listText":"Buy buy","text":"Buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838854419","repostId":"2160076027","repostType":4,"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896347496,"gmtCreate":1628558907915,"gmtModify":1631893701205,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/896347496","repostId":"1142685473","repostType":4,"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":698772198,"gmtCreate":1640567078221,"gmtModify":1640567189611,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698772198","repostId":"2194177239","repostType":4,"repost":{"id":"2194177239","kind":"news","pubTimestamp":1640559609,"share":"https://www.laohu8.com/m/news/2194177239?lang=&edition=full","pubTime":"2021-12-27 07:00","market":"us","language":"en","title":"Santa Claus Rally watch: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2194177239","media":"Yahoo Finance","summary":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.The S&P 500  is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any ","content":"<p>As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.</p>\n<p>The S&amp;P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.</p>\n<p>The term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.</p>\n<p>According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&amp;P 500 78.9% of the time, with an average return of 1.33%.</p>\n<p>“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”</p>\n<p>And if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.</p>\n<p>\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.</p>\n<p>“Considering the bear markets of 2000 and 2008 both took place after <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"</p>\n<p>And this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.</p>\n<p>\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1279eeacff5d764e6ff5b3e8f7a24f49\" tg-width=\"4000\" tg-height=\"2667\" referrerpolicy=\"no-referrer\"><span>A man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images</span></p>\n<h2>Economic calendar</h2>\n<ul>\n <li><p><b>Monday: </b>Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)</p></li>\n <li><p><b>Tuesday: </b>FHFA House Price Index, month-over-month, October (0.9% in September); S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&amp;P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&amp;P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)</p></li>\n <li><p><b>Wednesday: </b>Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)</p></li>\n <li><p><b>Thursday: </b>Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)</p></li>\n <li><p><b>Friday: </b><i>No notable reports scheduled for release</i></p></li>\n</ul>\n<h2>Earnings calendar</h2>\n<ul>\n <li><p><b>Monday: </b><i>No notable reports scheduled for release</i></p></li>\n <li><p><b>Tuesday: </b><i>No notable reports scheduled for release</i></p></li>\n <li><p><b>Wednesday: </b>FuelCell Energy Inc. (FCEL) before market open</p></li>\n <li><p><b>Thursday: </b><i>No notable reports scheduled for release</i></p></li>\n <li><p><b>Friday: </b><i>No notable reports scheduled for release</i></p></li>\n</ul>","source":"yahoofinance_au","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>Santa Claus Rally watch: What to know this week</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\">\nSanta Claus Rally watch: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 07:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p>\n\n<a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY.AU":"SPDR® S&P 500® ETF Trust","FCEL":"燃料电池能源","BK4541":"氢能源","BK4096":"电气部件与设备"},"source_url":"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194177239","content_text":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.\nThe S&P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.\nThe term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.\nAccording to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&P 500 78.9% of the time, with an average return of 1.33%.\n“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”\nAnd if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.\n\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.\n“Considering the bear markets of 2000 and 2008 both took place after one of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"\nAnd this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.\n\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"\nA man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images\nEconomic calendar\n\nMonday: Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)\nTuesday: FHFA House Price Index, month-over-month, October (0.9% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)\nWednesday: Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)\nThursday: Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)\nFriday: No notable reports scheduled for release\n\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: No notable reports scheduled for release\nWednesday: FuelCell Energy Inc. (FCEL) before market open\nThursday: No notable reports scheduled for release\nFriday: No notable reports scheduled for release","news_type":1},"isVote":1,"tweetType":1,"viewCount":1726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836733701,"gmtCreate":1629521312803,"gmtModify":1631891962676,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"Buy buy&nbsp;","listText":"Buy buy&nbsp;","text":"Buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836733701","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","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>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?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":{"CDNS":"铿腾电子","SOXX":"iShares费城交易所半导体ETF","NVDA":"英伟达","AMZN":"亚马逊","SSNLF":"三星电子","SNPS":"新思科技","TSM":"台积电","QCOM":"高通","ASML":"阿斯麦","GOOGL":"谷歌A","GOOG":"谷歌","ON":"安森美半导体","AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890460386,"gmtCreate":1628128636945,"gmtModify":1631893701298,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890460386","repostId":"2157483930","repostType":4,"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141563480,"gmtCreate":1625880882940,"gmtModify":1633936471844,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"Buy all","listText":"Buy all","text":"Buy all","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/141563480","repostId":"1145284684","repostType":4,"repost":{"id":"1145284684","kind":"news","pubTimestamp":1625878443,"share":"https://www.laohu8.com/m/news/1145284684?lang=&edition=full","pubTime":"2021-07-10 08:54","market":"us","language":"en","title":"Taiwan Semiconductor Vs. United Microelectronics Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1145284684","media":"seekingalpha","summary":"Summary\n\nTSMC is the world’s largest foundry for making ICs for fabless semiconductor companies, man","content":"<p><b>Summary</b></p>\n<ul>\n <li>TSMC is the world’s largest foundry for making ICs for fabless semiconductor companies, manufacturing 11,617 different products using 281 distinct technologies for 510 different customers.</li>\n <li>TSMC and fellow Taiwan foundry United Microelectronics Corporation are expected to benefit from a chip-supply crisis that is adversely impacting automakers.</li>\n <li>TSMC benefits from a gross margin nearly twice that of UMC.</li>\n <li>40% of revenues are from nodes &lt;14nm, below the smallest node of UMC.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d80e662ebb3b78dd0445ecc891cf8986\" tg-width=\"768\" tg-height=\"513\"><span>BING-JHEN HONG/iStock Editorial via Getty Images</span></p>\n<p>Taiwan Semiconductor Manufacturing Company Limited or TSMC (TSM), and United Microelectronics Corporation or UMC (UMC) are both headquartered in Taiwan and both manufacture semiconductors for companies on a contract basis. They both provide high quality IC fabrication services, focusing on logic and various specialty technologies to serve all major sectors of the electronics industry and are defined as pure-play foundries.</p>\n<p>While they have similarities, the two companies are vastly different with different business models. TSMC started as and has always been a leading-edge company, manufacturing chips at the smallest dimensions. UMC, on the other hand, Taiwan’s first semiconductor company, has chosen the 14nm node as the smallest dimension it will manufacture.</p>\n<p>To illustrate the differences in models, Chart 1 shows revenues for both companies based on technology node. The key difference is the &lt;14nm node, where TSMC generated 41.4% of its revenue compared to 0% for UMC.</p>\n<p>Chart 1 also shows that TSMC held $43 billion in revenues in 2020 versus $6 billion for UMC. Importantly, it shows also shows the financial dominance of TSMC, since UMC holds second place in the global foundry market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf3b088585f8a624c6665040756e940f\" tg-width=\"640\" tg-height=\"462\"><span>Chart 1</span></p>\n<p>Much of TSMC’s revenues are on the &lt;14nm node, which increased from 29.4% of revenues in 2019 to 41.4% in 2020. Since UMC’s smallest node is 28nm/14nm, UMC is investing heavily at that node, and its share of revenue increased from 11.3% in 2019 to 13.6% in 2020. In contrast, in 2020 TSMC’s share at the 28nm/14nm node decreased to 30.8% from 37.7% in 2019.</p>\n<p><b>Expanding Capacity</b></p>\n<p><b>Leading Edge Nodes</b></p>\n<p>TSMC generates about 1/3 of its revenues from the 28nm/14nm, and TSMC has 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent).</p>\n<p>In TSMC’sQ1 2021 earnings call, TSMC’s VP and CFO Wendell Huang noted:</p>\n<blockquote>\n “In order to meet the increasing demand for our advanced and specialty technologies in the next several years, we have decided to raise our full year 2021 CapEx to be around USD 30 billion. About 80% of the 2021 capital budget will be allocated for advanced process technologies, including 3-nanometer, 5-nanometer and 7-nanometer. About 10% will be spent for advanced packaging and mask making, and about 10% will be spent for specialty technologies.”\n</blockquote>\n<p>TSMC expects to invest about $100 billion through the next 3 years to increase capacity, to support the manufacturing and R&amp;D of leading-edge and specialty technologies. Its N5 is already in its second year of volume production, contributing around 20% of our wafer revenue in 2021. N4 risk production is targeted for second half this year and volume production in 2022.</p>\n<p>Among TSMC's facilities to go online in the next three to four years are the company's&nbsp;fab in Arizona&nbsp;as well as its first 2nm-capable fab in Taiwan. The company needs to build and equip its N5-capable fab in Arizona. The facility will cost around $12 billion, will have a capacity of 20,000 wafer starts per month (WSPM), and will come online in 2024.</p>\n<p><b>28nm Nodes</b></p>\n<p>The global semiconductor shortage is one of the catalysts prompting foundry manufacturers to build new fabs, particularly at the 28nm node, as many automobile chips are manufactured at that node. While I have devoted four Seeking Alpha articles on trying to pin down what devices are undersupplied and could only find microcontrollers, in this article, I will concede for the sake of argument, that it is not due to hoarding but inept manufacturing supply chains.</p>\n<p>As a result, governments are spending heavily on this industry to expand the total production capacity. These free handouts are a second catalyst for new 28nm node fab construction.</p>\n<p>A strong demand for wafers from the consumer electronics industry has led to increased shipments of UMC’s 28nm wafers, which saw 18% sequential revenue growth in the last reported quarter. In addition, UMC has been focused on production for the automotive industry as semiconductors for electric and self-driving cars are expected to be a major growth driver for the company. However, global automotive semiconductors are only a $40 billion market, compared to a global semiconductor market of $525 billion. That is growing as more semiconductors are used per vehicle each year and because EVs use more semiconductors than internal combustion vehicles.</p>\n<p>There is a supply-demand imbalance in mature nodes, as most of the capacity expansion has been in advanced nodes, but companies have not addressed the mature nodes. The technology node is central to the latest auto chip crisis, while at the same time Sony has moved its design of CMOS Integrated Sensors (\"CIS\") for smartphones to 28nm.</p>\n<p>On April 22, TSMC announced plans to build a chip fabrication facility in China is at the receiving end of opposition from critics. The plant is set to make semiconductors built on the mature 28nm process node. The Nanjing plant currently has an installed capacity of 20,000 wafers per month. An investment of $2.8 billion and expecting mass-production in 2023, the expansion will double capacity to 40,000 wafers per month.</p>\n<p>TSMC has global 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent). The new fab with a 20,000 wafer per month capacity represents just 2% of the company’s total capacity.</p>\n<p>UMC also expanded its production of 28nm (with a migration to 40nm) process at its Nanke 12-inch Fab 12A P6 plant in Taiwan. It currently has an 87,000 wafer per month capacity. The total investment in the capacity expansion plan is estimated to be approximately NT$100 billion. The P6 expansion is scheduled for production in the second quarter of 2023, and has a capacity of just 10,000 wafers per month.</p>\n<p>The P6 program is supported by a multi-year's product alignment between UMC and the involved customers that includes a loading protection mechanism that will ensure the P6 capacity is maintained at a healthy loading level.</p>\n<p>UMC has total 12 fabs in production with combined capacity close to 800,000 wafers per month (8-in equivalent).</p>\n<p><b>Price Per Wafer</b></p>\n<p>Chart 2 shows the gross profit by node for an IC device. It partially explains the rationale behind TSMC’s business model to move to advanced nodes, while also explaining why the company chose to leave its 28nm node undersupplied until recent external forces prompted it to build its China fab.</p>\n<p>Gross profits per 300-mm wafer are $2,835 for a 28nm node versus $8,695 for a 3nm node.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e241c85dd84eb71f54c3b11812e6599\" tg-width=\"640\" tg-height=\"462\"><span>Chart 2</span></p>\n<p>Chart 3 shows capex spend by node for ICs. Capex spend (building + equipment) at 28nm is $100,000 per wafer, which more than triples to $320,000 at 3nm.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f8f60218f2b914e5847e2eef8aa39c3\" tg-width=\"640\" tg-height=\"462\"><span>Chart 3</span></p>\n<p><b>Customer Base</b></p>\n<p>Chart 4 shows that Apple (AAPL) was the largest customer of TSMC in 2020, representing 21% of revenues. Keep in mind that in addition to TSMC’s processors going into iPhones, TSMC also fabricates the M1, which powers the new MacBook Air, 13-inch MacBook Pro, and Mac mini and is Apple's first custom-designed Arm-based chip for Mac.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/354a97772e16c2a05dbccc89556de9eb\" tg-width=\"640\" tg-height=\"465\"><span>Chart 4</span></p>\n<p>TSMC has upgraded its manufacturing capabilities countless times to keep Apple’s latest chips at the bleeding edge of processor technologies, since its first chip produced for Apple was installed in the Apple iPhone 6 and iPhone 6 Plus, which were introduced on September 9, 2014.</p>\n<p>Chart 5 shows that the number of transistors increased from 2 billion for the iPhone 6 to 11.8 billion for the current iPhone 12.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/108ef270fe60691ec5bc8c7f0a061d9c\" tg-width=\"640\" tg-height=\"462\"><span>Chart 5</span></p>\n<p>Thus, investors must consider that:</p>\n<p>Any positive developments from Apple will impact TSMC positively, and positive technological developments from TSMC will impact Apple positively. For example, as long as TSMC is the major manufacturer of Apple chips, growth in Apple or new technologies developed by Apple requiring chips (such as Auto or ADAS), then TSMC will gain.</p>\n<p>Secondly, because of capacity limitations and technology node demands, any expansion in capacity from TSMC will be beneficial to Apple as it moves to smaller nodes while consuming about 25% of TSMC’s chip output on a revenue basis.</p>\n<p>UMC is less transparent and doesn’t provide a breakdown by customer. UMC’s primary customers include premier integrated device manufacturers, such as Texas Instruments(NASDAQ:TXN)and Intel Mobile(NASDAQ:INTC), plus leading fabless design companies, such as MediaTek(OTCPK:MDTKF), Realtek, Qualcomm(NASDAQ:QCOM)and Novatek.</p>\n<p>In August 2018, UMC announced it would pause research for advancing the productional technology of chips under 10nm nodes. As shown in the figure above, since 2018, the corresponding proportion of the company's advanced processes has been reduced to zero, but for mature nodes such as 65nm and 28nm, the proportion has been increased.</p>\n<p><b>Investor Takeaways</b>: Is TSM Or UMC Stock A Better Buy?</p>\n<p>Both companies compete in the same industry, but their business models are a differentiating metric. TSMC generates most of its revenue on nodes smaller than UMC’s (Chart 1), and most of its planned capex will focus new fabs making ICs at increasing smaller nodes.</p>\n<p><b>TSMC Positives</b></p>\n<p>TSMC’s share of the pure-play foundry market was 57% share in 2020, up from 55% in 2019. UMC’s share was constant at slightly less than 8%.</p>\n<p>TSMC benefits from the smaller nodes. Although capex increases with decreasing nodes (Chart 3), so too does gross profit (Chart 2). Thus, TSM has higher revenues than UMC: $48.2B vs $6.283B.</p>\n<ul>\n <li><p>TSMC also has higher annual earnings (EBITDA): $33B vs. UMC $2.349B.</p></li>\n <li><p>TSMC ($613B) has a higher market cap than UMC ($23.4B).</p></li>\n <li><p>TSMC has more cash on hand: $23.3B vs. UMC ($3.76B).</p></li>\n <li><p>TSMC has a higher EPS (3.99) than UMC (0.59).</p></li>\n</ul>\n<p>Seeking Alpha’s quant ratings are derived by measuring a stock's financial metrics against other stocks in the sector on the basis of value, growth, profitability, momentum and analysts’ earnings revisions. In Table 1, both stocks have high rankings. TSMC has a quant rating of 4.63 and UMC has a quant rating of 4.54.</p>\n<p><img src=\"https://static.tigerbbs.com/55db72bd38ddd1d46c2ec7a6ccf6307f\" tg-width=\"640\" tg-height=\"117\" referrerpolicy=\"no-referrer\"></p>\n<p>Gross margin for TSMC and UMC is shown in Table 2. A positive for TSMC, gross margin is significantly ahead of UMC and the average of all foundries. The Street expects 3Q21 gross margin will improve to 52.9%, given a higher revenue scale, tight foundry supply and improved efficiency of 5nm production.</p>\n<p><img src=\"https://static.tigerbbs.com/4ab6dce4d14398755080d9db48522121\" tg-width=\"640\" tg-height=\"126\" referrerpolicy=\"no-referrer\"></p>\n<p><b>UMC Positives</b></p>\n<p>The comparison of other financial metrics, UMC has stronger financials:</p>\n<ul>\n <li><p>UMC has a lower P/E ratio than TSM: 21.8 vs 28.9</p></li>\n <li><p>UMC has less debt than TSM: $2.47B vs $15.4B.</p></li>\n <li><p>UMC YTD gains are higher at: 10.558 vs. TSM (8.922).</p></li>\n</ul>\n<p>Table 3 shows stock performance in percent growth for TSM and UMC. In the past year, UMC stock has outperformed TSMC, and did so in the 3-year and 5-year period. But in a 10-year period, TSMC is the better choice.</p>\n<p><img src=\"https://static.tigerbbs.com/7533369f256853d498f5492752417e05\" tg-width=\"640\" tg-height=\"172\" referrerpolicy=\"no-referrer\"></p>\n<p>TSMC is the clear winner over UMC going forward. The company chose its strategy to build chips at the &lt;7nm node. The fact that it is building a 28nm fab in China, the “sweet spot” for UMC, coupled with a new 28nm SMIC (OTCQX:SMICY) fab, will mean lost market share at this node for UMC.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Taiwan Semiconductor Vs. United Microelectronics Stock: Which Is The Better Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTaiwan Semiconductor Vs. United Microelectronics Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 08:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438509-taiwan-semiconductor-vs-united-microelectronics-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTSMC is the world’s largest foundry for making ICs for fabless semiconductor companies, manufacturing 11,617 different products using 281 distinct technologies for 510 different customers.\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4438509-taiwan-semiconductor-vs-united-microelectronics-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UMC":"联电","TSM":"台积电"},"source_url":"https://seekingalpha.com/article/4438509-taiwan-semiconductor-vs-united-microelectronics-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145284684","content_text":"Summary\n\nTSMC is the world’s largest foundry for making ICs for fabless semiconductor companies, manufacturing 11,617 different products using 281 distinct technologies for 510 different customers.\nTSMC and fellow Taiwan foundry United Microelectronics Corporation are expected to benefit from a chip-supply crisis that is adversely impacting automakers.\nTSMC benefits from a gross margin nearly twice that of UMC.\n40% of revenues are from nodes <14nm, below the smallest node of UMC.\n\nBING-JHEN HONG/iStock Editorial via Getty Images\nTaiwan Semiconductor Manufacturing Company Limited or TSMC (TSM), and United Microelectronics Corporation or UMC (UMC) are both headquartered in Taiwan and both manufacture semiconductors for companies on a contract basis. They both provide high quality IC fabrication services, focusing on logic and various specialty technologies to serve all major sectors of the electronics industry and are defined as pure-play foundries.\nWhile they have similarities, the two companies are vastly different with different business models. TSMC started as and has always been a leading-edge company, manufacturing chips at the smallest dimensions. UMC, on the other hand, Taiwan’s first semiconductor company, has chosen the 14nm node as the smallest dimension it will manufacture.\nTo illustrate the differences in models, Chart 1 shows revenues for both companies based on technology node. The key difference is the <14nm node, where TSMC generated 41.4% of its revenue compared to 0% for UMC.\nChart 1 also shows that TSMC held $43 billion in revenues in 2020 versus $6 billion for UMC. Importantly, it shows also shows the financial dominance of TSMC, since UMC holds second place in the global foundry market.\nChart 1\nMuch of TSMC’s revenues are on the <14nm node, which increased from 29.4% of revenues in 2019 to 41.4% in 2020. Since UMC’s smallest node is 28nm/14nm, UMC is investing heavily at that node, and its share of revenue increased from 11.3% in 2019 to 13.6% in 2020. In contrast, in 2020 TSMC’s share at the 28nm/14nm node decreased to 30.8% from 37.7% in 2019.\nExpanding Capacity\nLeading Edge Nodes\nTSMC generates about 1/3 of its revenues from the 28nm/14nm, and TSMC has 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent).\nIn TSMC’sQ1 2021 earnings call, TSMC’s VP and CFO Wendell Huang noted:\n\n “In order to meet the increasing demand for our advanced and specialty technologies in the next several years, we have decided to raise our full year 2021 CapEx to be around USD 30 billion. About 80% of the 2021 capital budget will be allocated for advanced process technologies, including 3-nanometer, 5-nanometer and 7-nanometer. About 10% will be spent for advanced packaging and mask making, and about 10% will be spent for specialty technologies.”\n\nTSMC expects to invest about $100 billion through the next 3 years to increase capacity, to support the manufacturing and R&D of leading-edge and specialty technologies. Its N5 is already in its second year of volume production, contributing around 20% of our wafer revenue in 2021. N4 risk production is targeted for second half this year and volume production in 2022.\nAmong TSMC's facilities to go online in the next three to four years are the company's fab in Arizona as well as its first 2nm-capable fab in Taiwan. The company needs to build and equip its N5-capable fab in Arizona. The facility will cost around $12 billion, will have a capacity of 20,000 wafer starts per month (WSPM), and will come online in 2024.\n28nm Nodes\nThe global semiconductor shortage is one of the catalysts prompting foundry manufacturers to build new fabs, particularly at the 28nm node, as many automobile chips are manufactured at that node. While I have devoted four Seeking Alpha articles on trying to pin down what devices are undersupplied and could only find microcontrollers, in this article, I will concede for the sake of argument, that it is not due to hoarding but inept manufacturing supply chains.\nAs a result, governments are spending heavily on this industry to expand the total production capacity. These free handouts are a second catalyst for new 28nm node fab construction.\nA strong demand for wafers from the consumer electronics industry has led to increased shipments of UMC’s 28nm wafers, which saw 18% sequential revenue growth in the last reported quarter. In addition, UMC has been focused on production for the automotive industry as semiconductors for electric and self-driving cars are expected to be a major growth driver for the company. However, global automotive semiconductors are only a $40 billion market, compared to a global semiconductor market of $525 billion. That is growing as more semiconductors are used per vehicle each year and because EVs use more semiconductors than internal combustion vehicles.\nThere is a supply-demand imbalance in mature nodes, as most of the capacity expansion has been in advanced nodes, but companies have not addressed the mature nodes. The technology node is central to the latest auto chip crisis, while at the same time Sony has moved its design of CMOS Integrated Sensors (\"CIS\") for smartphones to 28nm.\nOn April 22, TSMC announced plans to build a chip fabrication facility in China is at the receiving end of opposition from critics. The plant is set to make semiconductors built on the mature 28nm process node. The Nanjing plant currently has an installed capacity of 20,000 wafers per month. An investment of $2.8 billion and expecting mass-production in 2023, the expansion will double capacity to 40,000 wafers per month.\nTSMC has global 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent). The new fab with a 20,000 wafer per month capacity represents just 2% of the company’s total capacity.\nUMC also expanded its production of 28nm (with a migration to 40nm) process at its Nanke 12-inch Fab 12A P6 plant in Taiwan. It currently has an 87,000 wafer per month capacity. The total investment in the capacity expansion plan is estimated to be approximately NT$100 billion. The P6 expansion is scheduled for production in the second quarter of 2023, and has a capacity of just 10,000 wafers per month.\nThe P6 program is supported by a multi-year's product alignment between UMC and the involved customers that includes a loading protection mechanism that will ensure the P6 capacity is maintained at a healthy loading level.\nUMC has total 12 fabs in production with combined capacity close to 800,000 wafers per month (8-in equivalent).\nPrice Per Wafer\nChart 2 shows the gross profit by node for an IC device. It partially explains the rationale behind TSMC’s business model to move to advanced nodes, while also explaining why the company chose to leave its 28nm node undersupplied until recent external forces prompted it to build its China fab.\nGross profits per 300-mm wafer are $2,835 for a 28nm node versus $8,695 for a 3nm node.\nChart 2\nChart 3 shows capex spend by node for ICs. Capex spend (building + equipment) at 28nm is $100,000 per wafer, which more than triples to $320,000 at 3nm.\nChart 3\nCustomer Base\nChart 4 shows that Apple (AAPL) was the largest customer of TSMC in 2020, representing 21% of revenues. Keep in mind that in addition to TSMC’s processors going into iPhones, TSMC also fabricates the M1, which powers the new MacBook Air, 13-inch MacBook Pro, and Mac mini and is Apple's first custom-designed Arm-based chip for Mac.\nChart 4\nTSMC has upgraded its manufacturing capabilities countless times to keep Apple’s latest chips at the bleeding edge of processor technologies, since its first chip produced for Apple was installed in the Apple iPhone 6 and iPhone 6 Plus, which were introduced on September 9, 2014.\nChart 5 shows that the number of transistors increased from 2 billion for the iPhone 6 to 11.8 billion for the current iPhone 12.\nChart 5\nThus, investors must consider that:\nAny positive developments from Apple will impact TSMC positively, and positive technological developments from TSMC will impact Apple positively. For example, as long as TSMC is the major manufacturer of Apple chips, growth in Apple or new technologies developed by Apple requiring chips (such as Auto or ADAS), then TSMC will gain.\nSecondly, because of capacity limitations and technology node demands, any expansion in capacity from TSMC will be beneficial to Apple as it moves to smaller nodes while consuming about 25% of TSMC’s chip output on a revenue basis.\nUMC is less transparent and doesn’t provide a breakdown by customer. UMC’s primary customers include premier integrated device manufacturers, such as Texas Instruments(NASDAQ:TXN)and Intel Mobile(NASDAQ:INTC), plus leading fabless design companies, such as MediaTek(OTCPK:MDTKF), Realtek, Qualcomm(NASDAQ:QCOM)and Novatek.\nIn August 2018, UMC announced it would pause research for advancing the productional technology of chips under 10nm nodes. As shown in the figure above, since 2018, the corresponding proportion of the company's advanced processes has been reduced to zero, but for mature nodes such as 65nm and 28nm, the proportion has been increased.\nInvestor Takeaways: Is TSM Or UMC Stock A Better Buy?\nBoth companies compete in the same industry, but their business models are a differentiating metric. TSMC generates most of its revenue on nodes smaller than UMC’s (Chart 1), and most of its planned capex will focus new fabs making ICs at increasing smaller nodes.\nTSMC Positives\nTSMC’s share of the pure-play foundry market was 57% share in 2020, up from 55% in 2019. UMC’s share was constant at slightly less than 8%.\nTSMC benefits from the smaller nodes. Although capex increases with decreasing nodes (Chart 3), so too does gross profit (Chart 2). Thus, TSM has higher revenues than UMC: $48.2B vs $6.283B.\n\nTSMC also has higher annual earnings (EBITDA): $33B vs. UMC $2.349B.\nTSMC ($613B) has a higher market cap than UMC ($23.4B).\nTSMC has more cash on hand: $23.3B vs. UMC ($3.76B).\nTSMC has a higher EPS (3.99) than UMC (0.59).\n\nSeeking Alpha’s quant ratings are derived by measuring a stock's financial metrics against other stocks in the sector on the basis of value, growth, profitability, momentum and analysts’ earnings revisions. In Table 1, both stocks have high rankings. TSMC has a quant rating of 4.63 and UMC has a quant rating of 4.54.\n\nGross margin for TSMC and UMC is shown in Table 2. A positive for TSMC, gross margin is significantly ahead of UMC and the average of all foundries. The Street expects 3Q21 gross margin will improve to 52.9%, given a higher revenue scale, tight foundry supply and improved efficiency of 5nm production.\n\nUMC Positives\nThe comparison of other financial metrics, UMC has stronger financials:\n\nUMC has a lower P/E ratio than TSM: 21.8 vs 28.9\nUMC has less debt than TSM: $2.47B vs $15.4B.\nUMC YTD gains are higher at: 10.558 vs. TSM (8.922).\n\nTable 3 shows stock performance in percent growth for TSM and UMC. In the past year, UMC stock has outperformed TSMC, and did so in the 3-year and 5-year period. But in a 10-year period, TSMC is the better choice.\n\nTSMC is the clear winner over UMC going forward. The company chose its strategy to build chips at the <7nm node. The fact that it is building a 28nm fab in China, the “sweet spot” for UMC, coupled with a new 28nm SMIC (OTCQX:SMICY) fab, will mean lost market share at this node for UMC.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":698291004,"gmtCreate":1640398747594,"gmtModify":1640398753222,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698291004","repostId":"1195657371","repostType":4,"repost":{"id":"1195657371","kind":"news","pubTimestamp":1640394204,"share":"https://www.laohu8.com/m/news/1195657371?lang=&edition=full","pubTime":"2021-12-25 09:03","market":"us","language":"en","title":"Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1195657371","media":"Seeking Alpha","summary":"Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is b","content":"<ul>\n <li>Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth&nbsp;from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet(NASDAQ:GOOGL)and other big tech companies.</li>\n <li>Analyst Dan Ives believes that some of the recent volatility the stock market has seen is no more than a \"painful digestion period [along with Omicron fears],\" as earnings estimates now factor in a hawkish Fed and some stretched valuations for tech stocks. However, Ives is bullish on tech stocks for next year.</li>\n <li>As part of his prediction list, Ives believes Apple (AAPL) will unveil its long-awaited and oft-speculated AR/VR headset Apple Glasses in the summer, which will \"result in another major growth catalyst for the stock\" as the world's most valuable company continues to monetize its user base.</li>\n <li>Ives also thinks that the broader NASDAQ(COMP.IND), represented by the Invesco QQQ Trust Series 1(NASDAQ:QQQ), is likely to hit 19,000 by the year-end, up from around its current level of 15,400, as the digital transformation between businesses and consumers continues. He adds that the underlying growth prospects for the broader tech sector are between two and three times the normalized or historical patterns.</li>\n <li>The&nbsp;metaverse, an idea that has been bandied about for nearly 30 years, seems poised to move from hype to reality, Ives suggests, as companies like Meta Platforms(NASDAQ:FB), Apple (AAPL), Google (GOOGL) and Microsoft (MSFT) invest \"billions\" of dollars over the next year in this space, with \"significant\" amounts of merger activity likely to come.</li>\n <li>Ives also thinks that the cloud arms race will stay heated, as the entrants go after $1 trillion in spending over the next decade. He believes that more than 50% of workloads will be on the cloud by the end of 2022, up from 43% currently, largely benefiting Amazon(NASDAQ:AMZN), Microsoft (MSFT) and Google (GOOGL), followed by Oracle(NYSE:ORCL)and IBM(NYSE:IBM).</li>\n <li>Cybersecurity budgets appear poised to increase sharply next year, Ives predicts, rising 21% in 2022, or about 1% above a \"robust\" year in 2021. As such, he believes companies like Zscaler(NASDAQ:ZS), Tenable(NYSE:TEN), CyberArk(NASDAQ:CYBR), Varonis(NASDAQ:VRNS), Sailpoint(NYSE:SAIL), Fortinet(NASDAQ:FTNT)and Palo Alto Networks(NASDAQ:PANW).</li>\n <li>Despite what is likely to be a rising interest rate environment, tech companies will likely continue to spend and acquire in significant fashion next year, Ives believes. Cerence(NASDAQ:CRNC), Matterport(NASDAQ:MTTR), Varonis (VRNS), Rapid7(NASDAQ:RPD)and Sailpoint (SAIL) are the analyst's top five M&amp;A candidates for next year.</li>\n <li>On the macro front, Ives thinks that the chip shortage, particularly out of Asia, will \"significantly moderate\" in the first half of the year. Apple (AAPL) and the chip companies - Ives did name any specific ones - are the \"best springboard bets to benefit from this key dynamic easing.\"</li>\n <li>Keeping in-line with broader ideas, Ives thinks that the regulatory environment in the U.S. and Europe will be a threat to the big-tech companies around anti-trust and monopoly concerns, but instead of structural changes, it is likely to largely wind up in the companies being fined, and potentially hampering their ability to buy or acquire other companies.</li>\n <li>Ives also thinks that Chinese tech companies will continue to be a \"very treacherous\" space for global investors, as the government continues to crack&nbsp;down on companies. As such, this could result in more dollars coming out of Chinese tech stocks and rotating into U.S. tech stocks.</li>\n <li>Lastly, Ives thinks Apple (AAPL) will reach a $3 trillion market cap next year, to be followed thereafter by Microsoft (MSFT).</li>\n</ul>","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>Will Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022</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\">\nWill Apple or Microsoft hit $3 trillion next year? 10 tech predictions for 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 09:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782833-will-apple-or-microsoft-hit-3-trillion-next-year-10-tech-predictions-for-2022><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT)...</p>\n\n<a href=\"https://seekingalpha.com/news/3782833-will-apple-or-microsoft-hit-3-trillion-next-year-10-tech-predictions-for-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSFT":"微软"},"source_url":"https://seekingalpha.com/news/3782833-will-apple-or-microsoft-hit-3-trillion-next-year-10-tech-predictions-for-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195657371","content_text":"Wall Street has started its annual look-ahead predictions for next year, and Wedbush Securities is bullish on several themes, including continued growth from Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet(NASDAQ:GOOGL)and other big tech companies.\nAnalyst Dan Ives believes that some of the recent volatility the stock market has seen is no more than a \"painful digestion period [along with Omicron fears],\" as earnings estimates now factor in a hawkish Fed and some stretched valuations for tech stocks. However, Ives is bullish on tech stocks for next year.\nAs part of his prediction list, Ives believes Apple (AAPL) will unveil its long-awaited and oft-speculated AR/VR headset Apple Glasses in the summer, which will \"result in another major growth catalyst for the stock\" as the world's most valuable company continues to monetize its user base.\nIves also thinks that the broader NASDAQ(COMP.IND), represented by the Invesco QQQ Trust Series 1(NASDAQ:QQQ), is likely to hit 19,000 by the year-end, up from around its current level of 15,400, as the digital transformation between businesses and consumers continues. He adds that the underlying growth prospects for the broader tech sector are between two and three times the normalized or historical patterns.\nThe metaverse, an idea that has been bandied about for nearly 30 years, seems poised to move from hype to reality, Ives suggests, as companies like Meta Platforms(NASDAQ:FB), Apple (AAPL), Google (GOOGL) and Microsoft (MSFT) invest \"billions\" of dollars over the next year in this space, with \"significant\" amounts of merger activity likely to come.\nIves also thinks that the cloud arms race will stay heated, as the entrants go after $1 trillion in spending over the next decade. He believes that more than 50% of workloads will be on the cloud by the end of 2022, up from 43% currently, largely benefiting Amazon(NASDAQ:AMZN), Microsoft (MSFT) and Google (GOOGL), followed by Oracle(NYSE:ORCL)and IBM(NYSE:IBM).\nCybersecurity budgets appear poised to increase sharply next year, Ives predicts, rising 21% in 2022, or about 1% above a \"robust\" year in 2021. As such, he believes companies like Zscaler(NASDAQ:ZS), Tenable(NYSE:TEN), CyberArk(NASDAQ:CYBR), Varonis(NASDAQ:VRNS), Sailpoint(NYSE:SAIL), Fortinet(NASDAQ:FTNT)and Palo Alto Networks(NASDAQ:PANW).\nDespite what is likely to be a rising interest rate environment, tech companies will likely continue to spend and acquire in significant fashion next year, Ives believes. Cerence(NASDAQ:CRNC), Matterport(NASDAQ:MTTR), Varonis (VRNS), Rapid7(NASDAQ:RPD)and Sailpoint (SAIL) are the analyst's top five M&A candidates for next year.\nOn the macro front, Ives thinks that the chip shortage, particularly out of Asia, will \"significantly moderate\" in the first half of the year. Apple (AAPL) and the chip companies - Ives did name any specific ones - are the \"best springboard bets to benefit from this key dynamic easing.\"\nKeeping in-line with broader ideas, Ives thinks that the regulatory environment in the U.S. and Europe will be a threat to the big-tech companies around anti-trust and monopoly concerns, but instead of structural changes, it is likely to largely wind up in the companies being fined, and potentially hampering their ability to buy or acquire other companies.\nIves also thinks that Chinese tech companies will continue to be a \"very treacherous\" space for global investors, as the government continues to crack down on companies. As such, this could result in more dollars coming out of Chinese tech stocks and rotating into U.S. tech stocks.\nLastly, Ives thinks Apple (AAPL) will reach a $3 trillion market cap next year, to be followed thereafter by Microsoft (MSFT).","news_type":1},"isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839229164,"gmtCreate":1629162177958,"gmtModify":1631891962690,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/839229164","repostId":"2160278866","repostType":4,"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895863832,"gmtCreate":1628733794626,"gmtModify":1631891962701,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"Buy buy","listText":"Buy buy","text":"Buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/895863832","repostId":"2158235575","repostType":4,"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898804911,"gmtCreate":1628481988133,"gmtModify":1631893701229,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"Buy buy&nbsp;","listText":"Buy buy&nbsp;","text":"Buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/898804911","repostId":"2157492988","repostType":4,"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":696171479,"gmtCreate":1640655649615,"gmtModify":1640655649860,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696171479","repostId":"1127544468","repostType":4,"isVote":1,"tweetType":1,"viewCount":1111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698975309,"gmtCreate":1640298279560,"gmtModify":1640298280479,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698975309","repostId":"1192623075","repostType":4,"repost":{"id":"1192623075","kind":"news","pubTimestamp":1640269891,"share":"https://www.laohu8.com/m/news/1192623075?lang=&edition=full","pubTime":"2021-12-23 22:31","market":"us","language":"en","title":"U.S. adds Merck pill as 2nd easy-to-use drug against COVID-19","url":"https://stock-news.laohu8.com/highlight/detail?id=1192623075","media":"SeattleTimes","summary":"U.S. health regulators on Thursday authorized the second pill against COVID-19, providing another ea","content":"<p>U.S. health regulators on Thursday authorized the second pill against COVID-19, providing another easy-to-use medication to battle the rising tide of omicron infections.</p>\n<p>The Food and Drug Administration authorization of Merck’s molnupiravir comes one day after the agency cleared a competing drug from Pfizer. That pill, Paxlovid, is likely to become the first-choice treatment against the virus, thanks to its superior benefits and milder side effects.</p>\n<p>As a result, Merck’s pill is expected to have a smaller role against the pandemic than predicted just a few weeks ago. Its ability to head off severe COVID-19 is much smaller than initially announced and the drug label will warn of serious safety issues, including the potential for birth defects.</p>\n<p>The Food and Drug Administration authorized Merck’s drug for adults with early symptoms of COVID-19 who face the highest risks of hospitalization, including older people and those with conditions like obesity and heart disease. The U.K. first authorized the pill in early November.</p>\n<p>Known as molnupiravir, the Merck drug will carry a warning against use during pregnancy. Women of childbearing age should use birth control during treatment and for a few days after while men should use birth control for at least three months after their final dose, the FDA said.</p>\n<p>The restrictions were expected after an FDA advisory panel only narrowly endorsed the drug last month, warning that its use would have to be strictly tailored to patients who can benefit the most.</p>\n<p>The Pfizer pill works differently and doesn’t carry the same risks. Additionally, Pfizer’s drug was roughly three times more effective in testing, reducing hospitalization and death by nearly 90% among high-risk patients, compared with 30% for Merck’s.</p>\n<p>Some experts question whether there will be much of a role for the Merck drug in the U.S.</p>\n<p>“To the extent that there’s an ample supply of Pfizer’s pill, I think it won’t be used,” said Dr. Gregory Poland of the Mayo Clinic, referring to the Merck drug. “There would be no reason, given it has less efficacy and a higher risk of side effects.”</p>\n<p>For now, the FDA decision provides another potential option against the virus that has killed more than 800,000 Americans, even as health officials brace for record-setting cases, hospitalizations and deaths driven by the omicron variant. Antiviral pills, including Merck’s, are expected to be effective against omicron because they don’t target the spike protein where most of the variant’s worrisome mutations reside.</p>\n<p>The FDA based its decision on results showing nearly 7% of patients taking the drug ended up in the hospital and one died at the end of 30 days. That compared with 10% of patients hospitalized who were taking the placebo and nine deaths.</p>\n<p>Federal officials have agreed to purchase enough of the drug to treat 3.1 million people.</p>\n<p>The U.S. will pay about $700 for each course of Merck’s drug, which requires patients to take four pills twice a day for five days. A review by Harvard University and King’s College London estimated it costs about $18 to make each 40-pill course of treatment.</p>\n<p>Merck’s drug inserts tiny errors into the coronavirus’ genetic code to slow its reproduction. That genetic effect has raised concerns that the drug could cause mutations in human fetuses and even spur more virulent strains of the virus. But FDA scientists said the variant risk is largely theoretical because people take the drug for such a short period of time.</p>","source":"lsy1640271591192","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. adds Merck pill as 2nd easy-to-use drug against COVID-19</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\">\nU.S. adds Merck pill as 2nd easy-to-use drug against COVID-19\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 22:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.seattletimes.com/business/us-adds-merck-pill-as-2nd-easy-to-use-drug-against-covid-19/><strong>SeattleTimes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. health regulators on Thursday authorized the second pill against COVID-19, providing another easy-to-use medication to battle the rising tide of omicron infections.\nThe Food and Drug ...</p>\n\n<a href=\"https://www.seattletimes.com/business/us-adds-merck-pill-as-2nd-easy-to-use-drug-against-covid-19/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRK":"默沙东","PFE":"辉瑞"},"source_url":"https://www.seattletimes.com/business/us-adds-merck-pill-as-2nd-easy-to-use-drug-against-covid-19/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192623075","content_text":"U.S. health regulators on Thursday authorized the second pill against COVID-19, providing another easy-to-use medication to battle the rising tide of omicron infections.\nThe Food and Drug Administration authorization of Merck’s molnupiravir comes one day after the agency cleared a competing drug from Pfizer. That pill, Paxlovid, is likely to become the first-choice treatment against the virus, thanks to its superior benefits and milder side effects.\nAs a result, Merck’s pill is expected to have a smaller role against the pandemic than predicted just a few weeks ago. Its ability to head off severe COVID-19 is much smaller than initially announced and the drug label will warn of serious safety issues, including the potential for birth defects.\nThe Food and Drug Administration authorized Merck’s drug for adults with early symptoms of COVID-19 who face the highest risks of hospitalization, including older people and those with conditions like obesity and heart disease. The U.K. first authorized the pill in early November.\nKnown as molnupiravir, the Merck drug will carry a warning against use during pregnancy. Women of childbearing age should use birth control during treatment and for a few days after while men should use birth control for at least three months after their final dose, the FDA said.\nThe restrictions were expected after an FDA advisory panel only narrowly endorsed the drug last month, warning that its use would have to be strictly tailored to patients who can benefit the most.\nThe Pfizer pill works differently and doesn’t carry the same risks. Additionally, Pfizer’s drug was roughly three times more effective in testing, reducing hospitalization and death by nearly 90% among high-risk patients, compared with 30% for Merck’s.\nSome experts question whether there will be much of a role for the Merck drug in the U.S.\n“To the extent that there’s an ample supply of Pfizer’s pill, I think it won’t be used,” said Dr. Gregory Poland of the Mayo Clinic, referring to the Merck drug. “There would be no reason, given it has less efficacy and a higher risk of side effects.”\nFor now, the FDA decision provides another potential option against the virus that has killed more than 800,000 Americans, even as health officials brace for record-setting cases, hospitalizations and deaths driven by the omicron variant. Antiviral pills, including Merck’s, are expected to be effective against omicron because they don’t target the spike protein where most of the variant’s worrisome mutations reside.\nThe FDA based its decision on results showing nearly 7% of patients taking the drug ended up in the hospital and one died at the end of 30 days. That compared with 10% of patients hospitalized who were taking the placebo and nine deaths.\nFederal officials have agreed to purchase enough of the drug to treat 3.1 million people.\nThe U.S. will pay about $700 for each course of Merck’s drug, which requires patients to take four pills twice a day for five days. A review by Harvard University and King’s College London estimated it costs about $18 to make each 40-pill course of treatment.\nMerck’s drug inserts tiny errors into the coronavirus’ genetic code to slow its reproduction. That genetic effect has raised concerns that the drug could cause mutations in human fetuses and even spur more virulent strains of the virus. But FDA scientists said the variant risk is largely theoretical because people take the drug for such a short period of time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693586593,"gmtCreate":1640050321421,"gmtModify":1640050324069,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693586593","repostId":"2193761136","repostType":4,"isVote":1,"tweetType":1,"viewCount":1856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842619007,"gmtCreate":1636168892676,"gmtModify":1636168893086,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"Buy buy","listText":"Buy buy","text":"Buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842619007","repostId":"1173813098","repostType":4,"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843735350,"gmtCreate":1635857880808,"gmtModify":1635857880950,"author":{"id":"3559187781517417","authorId":"3559187781517417","name":"ClickLike","avatar":"https://static.tigerbbs.com/31a83d87dc5a6faa4338cc140451880b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187781517417","authorIdStr":"3559187781517417"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>accumulate","listText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>accumulate","text":"$Lion-OCBC Sec HSTECH S$(HST.SI)$accumulate","images":[{"img":"https://static.tigerbbs.com/25f6a247d9175ed5001c9af7bb8861df","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/843735350","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}