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PauT
PauT
·
2021-12-28
Wow
Apple Stock Set to Rise for a Fifth Day — But It Still Can’t Crack $3 Trillion Market Cap
Apple was on track for a fifth consecutive positive trading session on Tuesday, just a day after it
Apple Stock Set to Rise for a Fifth Day — But It Still Can’t Crack $3 Trillion Market Cap
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PauT
PauT
·
2021-12-28
Okay
Toplines Before US Market Open on Tuesday
The S&P 500 and Dow futures hit all-time highs on Tuesday, building on a record-setting rally amid t
Toplines Before US Market Open on Tuesday
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PauT
PauT
·
2021-12-10
👍
非常抱歉,此主贴已删除
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PauT
PauT
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2021-12-10
👌
非常抱歉,此主贴已删除
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PauT
PauT
·
2021-12-10
👌
Amazon Stock: Why UBS Has High Hopes for the E-commerce Giant
A recent UBS report assigned Amazon’s stock a strong Buy rating and set its price target at an impre
Amazon Stock: Why UBS Has High Hopes for the E-commerce Giant
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PauT
PauT
·
2021-12-10
👌
Broadcom stock jumped nearly 7% in premarket trading
Broadcom stock jumped nearly 7% in premarket trading as the semiconductor firm saw upbeat first-quar
Broadcom stock jumped nearly 7% in premarket trading
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PauT
PauT
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2021-12-10
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非常抱歉,此主贴已删除
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PauT
PauT
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2021-12-10
👍
Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.
Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market ca
Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.
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PauT
PauT
·
2021-11-25
👍
7 stocks with the most Thanksgiving exposure, according to Bank of America
Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs. A recent B
7 stocks with the most Thanksgiving exposure, according to Bank of America
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PauT
PauT
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2021-11-17
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The stock’s intraday high for the year is $182.13, which it reached earlier in December.</p>\n<p>Investors seemed unfazed by the company’s announcement Monday afternoon to close New York City stores to shoppers following a Covid-19 spike. The stores were open for pickup only, meaning customers could buy products online and pick them up at the store, Apple told <i>Barron’s.</i></p>\n<p>Apple didn’t say when its New York stores might reopen.</p>\n<p>The stock gained 2.3% Monday, closing at a record high, and has risen 35.9% this year. It ended the session with a market capitalization of $2.9 trillion.</p>\n<p>The S&P 500 was up 27.6% during the same time period, and the tech-heavy Nasdaq has gained 23.1%.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock Set to Rise for a Fifth Day — But It Still Can’t Crack $3 Trillion Market Cap </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\">\nApple Stock Set to Rise for a Fifth Day — But It Still Can’t Crack $3 Trillion Market Cap \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 21:44 GMT+8 <a href=https://www.barrons.com/articles/apple-stock-price-market-cap-51640696713?mod=hp_LATEST&tesla=y><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple was on track for a fifth consecutive positive trading session on Tuesday, just a day after it closed at its 24th record high for the year.\nAs the stock climbs, it edges closer to becoming the ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-stock-price-market-cap-51640696713?mod=hp_LATEST&tesla=y\">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"},"source_url":"https://www.barrons.com/articles/apple-stock-price-market-cap-51640696713?mod=hp_LATEST&tesla=y","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121218775","content_text":"Apple was on track for a fifth consecutive positive trading session on Tuesday, just a day after it closed at its 24th record high for the year.\nAs the stock climbs, it edges closer to becoming the first publicly traded company with a $3 trillion valuation.\nAnalysts have said the stock could rally even further in 2022 as the tech giant continues to grow across all business segments and releases new products, such as a virtual/augmented reality headset.\nShares of Apple (ticker:AAPL) were up 0.4% to $181.03 in premarket trading Tuesday. The stock’s intraday high for the year is $182.13, which it reached earlier in December.\nInvestors seemed unfazed by the company’s announcement Monday afternoon to close New York City stores to shoppers following a Covid-19 spike. The stores were open for pickup only, meaning customers could buy products online and pick them up at the store, Apple told Barron’s.\nApple didn’t say when its New York stores might reopen.\nThe stock gained 2.3% Monday, closing at a record high, and has risen 35.9% this year. It ended the session with a market capitalization of $2.9 trillion.\nThe S&P 500 was up 27.6% during the same time period, and the tech-heavy Nasdaq has gained 23.1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696231468,"gmtCreate":1640700171078,"gmtModify":1640700171078,"author":{"id":"4091365317251540","authorId":"4091365317251540","name":"PauT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091365317251540","authorIdStr":"4091365317251540"},"themes":[],"htmlText":"Okay ","listText":"Okay ","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696231468","repostId":"1182153918","repostType":4,"repost":{"id":"1182153918","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640696271,"share":"https://www.laohunote.com/m/news/1182153918?lang=&edition=full","pubTime":"2021-12-28 20:57","market":"us","language":"en","title":"Toplines Before US Market Open on Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1182153918","media":"Tiger Newspress","summary":"The S&P 500 and Dow futures hit all-time highs on Tuesday, building on a record-setting rally amid t","content":"<p>The S&P 500 and Dow futures hit all-time highs on Tuesday, building on a record-setting rally amid thin trading volumes, with investors trying to shrug off the impact from Omicron-driven travel disruptions and store closures.</p>\n<p>Apple Inc(AAPL.O) closed all of its 12 New York City stores to indoor shopping, the latest company to tighten protocols as cases surged across the United States and prompted thousands of flight cancellations for the fourth day on Monday.</p>\n<p>However, strong consumer demand trends reinstated confidence about the underlying economic strength and helped Wall Street climb for a fourth straight day on Monday. The S&P 500 and Nasdaq posted their best four-day rally since November 2020.</p>\n<p>Data last week showing the Omicron variant being less deadly than feared, and new pills and more vaccines to fight COVID-19 also spurred risk appetite, putting the three main indexes on pace for monthly gains.</p>\n<p>At 8:00 a.m. ET, Dow e-minis were up 91 points, or 0.25%, S&P 500 e-minis were up 11.75 points, or 0.25%, and Nasdaq 100 e-minis were up 77.75 points, or 0.47%. Some megacap companies have roared in the recent rally, with Apple Inc (AAPL.O) — up marginally in premarket trading — within spitting distance of becoming the first U.S. company to hit $3 trillion in market capitalization.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2529d5fc75126a96cbbc5d6e8f3ec05a\" tg-width=\"667\" tg-height=\"211\" width=\"100%\" height=\"auto\"><span>*Source From Tiger Trade, EST 08:00</span></p>\n<p><b>Stocks making the biggest moves premarket: Apple, Vipshop, Coinbase and others</b></p>\n<p>Apple (AAPL) – The company is once again approaching a $3 trillion market value, needing to reach $182.86 per share to achieve that milestone. Separately, Apple is closing its 12 New York City stores to indoor traffic due to the spread of the Covid-19 omicron variant. Apple edged higher by 0.3% in premarket action.</p>\n<p>Tesla(TSLA)– Tesla has 30% upside in 2022 on China demand, Wedbush Says, and reiterates its outperform rating and $1,400 price target. Tesla stock added 1.77% in premarket.</p>\n<p>Nvidia (NVDA) – The graphics chip maker’s shares added 1.2% in the premarket after rising for the past 4 days in a row and helping to lead the iShares Semiconductor ETF (SOXX) to a record high in Monday trading. Advanced Micro Devices (AMD) – also a big factor in driving the SOXX higher – added 1% in premarket trading. Chip stocks have been rising amid supply shortages and strong demand, leading to higher prices for chips.</p>\n<p>Coinbase (COIN) – The cryptocurrency exchange operator’s shares dropped 2.2% in the premarket as the price of bitcoin retreated, putting the stock in danger of breaking a four-day win streak that saw it gain 17.7% over that stretch.</p>\n<p>Vipshop Holdings (VIPS) – The China-based e-commerce company’s stock fell 2.4% in the premarket after cutting its current-quarter revenue guidance. Vipshop cited its “latest view on the market and operational conditions” without being specific, but a Jefferies report said warmer weather and an increase in Covid-19 cases likely dented consumer demand.</p>\n<p></p>\n<p>R.R. Donnelley (RRD) – R.R. Donnelley slid 1.6% in premarket trading after the business communications and marketing services company disclosed an intrusion into its technical systems. Donnelley said it is investigating and is not aware of any client data being compromised.</p>\n<p></p>\n<p>Extreme Networks (EXTR) – The cloud computing company’s stock jumped 3.6% in premarket action after Needham raised its price target on the stock to $18.50 per share from $16. The stock had closed Monday at $16.03.</p>\n<p></p>\n<p>Howard Hughes (HHC) – The real estate firm has reportedly agreed to sell a controlling interest in the Bank of America Tower in Chicago to private equity firm Oak Hill Advisors for more than $1 billion, according to a Dow Jones report quoting sources familiar with the deal.</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>Toplines Before US Market Open on Tuesday</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\">\nToplines Before US Market Open on Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-28 20:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The S&P 500 and Dow futures hit all-time highs on Tuesday, building on a record-setting rally amid thin trading volumes, with investors trying to shrug off the impact from Omicron-driven travel disruptions and store closures.</p>\n<p>Apple Inc(AAPL.O) closed all of its 12 New York City stores to indoor shopping, the latest company to tighten protocols as cases surged across the United States and prompted thousands of flight cancellations for the fourth day on Monday.</p>\n<p>However, strong consumer demand trends reinstated confidence about the underlying economic strength and helped Wall Street climb for a fourth straight day on Monday. The S&P 500 and Nasdaq posted their best four-day rally since November 2020.</p>\n<p>Data last week showing the Omicron variant being less deadly than feared, and new pills and more vaccines to fight COVID-19 also spurred risk appetite, putting the three main indexes on pace for monthly gains.</p>\n<p>At 8:00 a.m. ET, Dow e-minis were up 91 points, or 0.25%, S&P 500 e-minis were up 11.75 points, or 0.25%, and Nasdaq 100 e-minis were up 77.75 points, or 0.47%. Some megacap companies have roared in the recent rally, with Apple Inc (AAPL.O) — up marginally in premarket trading — within spitting distance of becoming the first U.S. company to hit $3 trillion in market capitalization.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2529d5fc75126a96cbbc5d6e8f3ec05a\" tg-width=\"667\" tg-height=\"211\" width=\"100%\" height=\"auto\"><span>*Source From Tiger Trade, EST 08:00</span></p>\n<p><b>Stocks making the biggest moves premarket: Apple, Vipshop, Coinbase and others</b></p>\n<p>Apple (AAPL) – The company is once again approaching a $3 trillion market value, needing to reach $182.86 per share to achieve that milestone. Separately, Apple is closing its 12 New York City stores to indoor traffic due to the spread of the Covid-19 omicron variant. Apple edged higher by 0.3% in premarket action.</p>\n<p>Tesla(TSLA)– Tesla has 30% upside in 2022 on China demand, Wedbush Says, and reiterates its outperform rating and $1,400 price target. Tesla stock added 1.77% in premarket.</p>\n<p>Nvidia (NVDA) – The graphics chip maker’s shares added 1.2% in the premarket after rising for the past 4 days in a row and helping to lead the iShares Semiconductor ETF (SOXX) to a record high in Monday trading. Advanced Micro Devices (AMD) – also a big factor in driving the SOXX higher – added 1% in premarket trading. Chip stocks have been rising amid supply shortages and strong demand, leading to higher prices for chips.</p>\n<p>Coinbase (COIN) – The cryptocurrency exchange operator’s shares dropped 2.2% in the premarket as the price of bitcoin retreated, putting the stock in danger of breaking a four-day win streak that saw it gain 17.7% over that stretch.</p>\n<p>Vipshop Holdings (VIPS) – The China-based e-commerce company’s stock fell 2.4% in the premarket after cutting its current-quarter revenue guidance. Vipshop cited its “latest view on the market and operational conditions” without being specific, but a Jefferies report said warmer weather and an increase in Covid-19 cases likely dented consumer demand.</p>\n<p></p>\n<p>R.R. Donnelley (RRD) – R.R. Donnelley slid 1.6% in premarket trading after the business communications and marketing services company disclosed an intrusion into its technical systems. Donnelley said it is investigating and is not aware of any client data being compromised.</p>\n<p></p>\n<p>Extreme Networks (EXTR) – The cloud computing company’s stock jumped 3.6% in premarket action after Needham raised its price target on the stock to $18.50 per share from $16. The stock had closed Monday at $16.03.</p>\n<p></p>\n<p>Howard Hughes (HHC) – The real estate firm has reportedly agreed to sell a controlling interest in the Bank of America Tower in Chicago to private equity firm Oak Hill Advisors for more than $1 billion, according to a Dow Jones report quoting sources familiar with the deal.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉",".SPX":"S&P 500 Index","COIN":"Coinbase Global, Inc.","AAPL":"苹果",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","NVDA":"英伟达","AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182153918","content_text":"The S&P 500 and Dow futures hit all-time highs on Tuesday, building on a record-setting rally amid thin trading volumes, with investors trying to shrug off the impact from Omicron-driven travel disruptions and store closures.\nApple Inc(AAPL.O) closed all of its 12 New York City stores to indoor shopping, the latest company to tighten protocols as cases surged across the United States and prompted thousands of flight cancellations for the fourth day on Monday.\nHowever, strong consumer demand trends reinstated confidence about the underlying economic strength and helped Wall Street climb for a fourth straight day on Monday. The S&P 500 and Nasdaq posted their best four-day rally since November 2020.\nData last week showing the Omicron variant being less deadly than feared, and new pills and more vaccines to fight COVID-19 also spurred risk appetite, putting the three main indexes on pace for monthly gains.\nAt 8:00 a.m. ET, Dow e-minis were up 91 points, or 0.25%, S&P 500 e-minis were up 11.75 points, or 0.25%, and Nasdaq 100 e-minis were up 77.75 points, or 0.47%. Some megacap companies have roared in the recent rally, with Apple Inc (AAPL.O) — up marginally in premarket trading — within spitting distance of becoming the first U.S. company to hit $3 trillion in market capitalization.\n*Source From Tiger Trade, EST 08:00\nStocks making the biggest moves premarket: Apple, Vipshop, Coinbase and others\nApple (AAPL) – The company is once again approaching a $3 trillion market value, needing to reach $182.86 per share to achieve that milestone. Separately, Apple is closing its 12 New York City stores to indoor traffic due to the spread of the Covid-19 omicron variant. Apple edged higher by 0.3% in premarket action.\nTesla(TSLA)– Tesla has 30% upside in 2022 on China demand, Wedbush Says, and reiterates its outperform rating and $1,400 price target. Tesla stock added 1.77% in premarket.\nNvidia (NVDA) – The graphics chip maker’s shares added 1.2% in the premarket after rising for the past 4 days in a row and helping to lead the iShares Semiconductor ETF (SOXX) to a record high in Monday trading. Advanced Micro Devices (AMD) – also a big factor in driving the SOXX higher – added 1% in premarket trading. Chip stocks have been rising amid supply shortages and strong demand, leading to higher prices for chips.\nCoinbase (COIN) – The cryptocurrency exchange operator’s shares dropped 2.2% in the premarket as the price of bitcoin retreated, putting the stock in danger of breaking a four-day win streak that saw it gain 17.7% over that stretch.\nVipshop Holdings (VIPS) – The China-based e-commerce company’s stock fell 2.4% in the premarket after cutting its current-quarter revenue guidance. Vipshop cited its “latest view on the market and operational conditions” without being specific, but a Jefferies report said warmer weather and an increase in Covid-19 cases likely dented consumer demand.\n\nR.R. Donnelley (RRD) – R.R. Donnelley slid 1.6% in premarket trading after the business communications and marketing services company disclosed an intrusion into its technical systems. Donnelley said it is investigating and is not aware of any client data being compromised.\n\nExtreme Networks (EXTR) – The cloud computing company’s stock jumped 3.6% in premarket action after Needham raised its price target on the stock to $18.50 per share from $16. The stock had closed Monday at $16.03.\n\nHoward Hughes (HHC) – The real estate firm has reportedly agreed to sell a controlling interest in the Bank of America Tower in Chicago to private equity firm Oak Hill Advisors for more than $1 billion, according to a Dow Jones report quoting sources familiar with the deal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605174782,"gmtCreate":1639137929351,"gmtModify":1639137938804,"author":{"id":"4091365317251540","authorId":"4091365317251540","name":"PauT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091365317251540","authorIdStr":"4091365317251540"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605174782","repostId":"1139373784","repostType":4,"isVote":1,"tweetType":1,"viewCount":1486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605174229,"gmtCreate":1639137900255,"gmtModify":1639137938697,"author":{"id":"4091365317251540","authorId":"4091365317251540","name":"PauT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091365317251540","authorIdStr":"4091365317251540"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605174229","repostId":"2190248625","repostType":4,"isVote":1,"tweetType":1,"viewCount":1450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605174801,"gmtCreate":1639137865419,"gmtModify":1639137938347,"author":{"id":"4091365317251540","authorId":"4091365317251540","name":"PauT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091365317251540","authorIdStr":"4091365317251540"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605174801","repostId":"1137707392","repostType":4,"repost":{"id":"1137707392","kind":"news","pubTimestamp":1639137211,"share":"https://www.laohunote.com/m/news/1137707392?lang=&edition=full","pubTime":"2021-12-10 19:53","market":"us","language":"en","title":"Amazon Stock: Why UBS Has High Hopes for the E-commerce Giant","url":"https://stock-news.laohu8.com/highlight/detail?id=1137707392","media":"TheStreet","summary":"A recent UBS report assigned Amazon’s stock a strong Buy rating and set its price target at an impre","content":"<p>A recent UBS report assigned Amazon’s stock a strong Buy rating and set its price target at an impressive $4,700. Why is the Swiss bank so bullish on the e-commerce giant?</p>\n<p>It hasn’t been a great year for <b>Amazon’s</b> stock. Year-to-date, it’s up only roughly 10%. That means Amazon has underperformed the S&P 500 (27%), the Nasdaq Composite (24%), and its FAANG peers – Meta, Apple, Netflix and Alphabet.</p>\n<p>The reasons for AMZN’s less-than-stellar year are well-known by now: In addition to increased e-commerce competition, Amazon has had to contend with both supply-chain bottlenecks and labor constraints.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/859137fd59747f3531fd786b5fae3a82\" tg-width=\"893\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Figure 1: One of Amazon's fulfilment centers.</span></p>\n<p>However, UBS analyst Kunal Madhukar believes 2022 could be Amazon’s year. In fact, he has named the e-commerce giant his favorite U.S. tech stock and set his price target at $4,700 per share. That would imply upside of roughly 36%.</p>\n<p>Why is Madhukar so bullish on Amazon? Let’s dig in.</p>\n<p><b>Multiple levers of growth</b></p>\n<p>UBS’s Madhukar believes that Amazon can easily improve its profitability by leaning on its multiple business arms. Despite the e-commerce segment’s struggle to keep traction in 2021, the company can still count on its cloud-computing unit – AWS (Amazon Web Services) – as well as on its advertising segment.</p>\n<p>In addition, Amazon can simply raise its prices.</p>\n<p>In fact, Amazon has already announced it will elevate its FBA (Fulfillment by Amazon) fees in 2022, which should add an extra $1 billion to Amazon’s bottom line, according to Morgan Stanley.</p>\n<p>But UBS analysts go even further, arguing the price of Prime membership should also be adjusted.</p>\n<p>Since its last Prime price increase, in 2018, Amazon has been investing heavily in faster delivery services and expanding its Prime Video content. There’s no coincidence there.</p>\n<p>“Higher Prime and FBA prices could contribute $8 billion to $30 billion to revenue and $8 billion to $26 billion [earnings before interest and taxes] annually, most of which is not in our estimates,” said a recent UBS report.</p>\n<p><b>Earnings optimism</b></p>\n<p>Mr. Madhukar is more optimistic for both Amazon’s retail and AWS segments than the rest of Wall Street. “The shares could see a multiple re-rating on positive estimate revisions for retail and Web Services, as consensus revenue estimates are too conservative,” he noted in his recent report.</p>\n<p>However, as Barron’s has pointed out, “Even without big price rises between 2021 and 2023, Amazon will benefit from an incremental $12 billion of AWS earnings before interest and taxes (EBIT) and $15 billion of incremental advertising EBIT.”</p>\n<p><b>Should you buy Amazon on the dip?</b></p>\n<p>Amazon’s most recent financial reports have missed both top and bottom lines. E-commerce growth has decelerated in 2021, while at the same time the company has been investing heavily in logistics and infrastructure.</p>\n<p>But UBS analyst Kunal Madhukar has faith that, by strategically playing its AWS and advertising segments – and by increasing prices – Amazon might see improved profit margins by the second half of 2022.</p>\n<p>It’s hard to pin down a 2022 consensus price target for Amazon. Each different analyst covering the stock has different forecasts for each of Amazon’s different business segments.</p>\n<p>Still, Wall Street would appear to agree that AMZN is a strong Buy right now. This implies its long-term fundamentals are at least solid.</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>Amazon Stock: Why UBS Has High Hopes for the E-commerce Giant</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\">\nAmazon Stock: Why UBS Has High Hopes for the E-commerce Giant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 19:53 GMT+8 <a href=https://www.thestreet.com/amazon/news/amazon-stock-why-ubs-has-high-hopes-for-the-e-commerce-giant><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A recent UBS report assigned Amazon’s stock a strong Buy rating and set its price target at an impressive $4,700. Why is the Swiss bank so bullish on the e-commerce giant?\nIt hasn’t been a great year ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/news/amazon-stock-why-ubs-has-high-hopes-for-the-e-commerce-giant\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/news/amazon-stock-why-ubs-has-high-hopes-for-the-e-commerce-giant","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137707392","content_text":"A recent UBS report assigned Amazon’s stock a strong Buy rating and set its price target at an impressive $4,700. Why is the Swiss bank so bullish on the e-commerce giant?\nIt hasn’t been a great year for Amazon’s stock. Year-to-date, it’s up only roughly 10%. That means Amazon has underperformed the S&P 500 (27%), the Nasdaq Composite (24%), and its FAANG peers – Meta, Apple, Netflix and Alphabet.\nThe reasons for AMZN’s less-than-stellar year are well-known by now: In addition to increased e-commerce competition, Amazon has had to contend with both supply-chain bottlenecks and labor constraints.\nFigure 1: One of Amazon's fulfilment centers.\nHowever, UBS analyst Kunal Madhukar believes 2022 could be Amazon’s year. In fact, he has named the e-commerce giant his favorite U.S. tech stock and set his price target at $4,700 per share. That would imply upside of roughly 36%.\nWhy is Madhukar so bullish on Amazon? Let’s dig in.\nMultiple levers of growth\nUBS’s Madhukar believes that Amazon can easily improve its profitability by leaning on its multiple business arms. Despite the e-commerce segment’s struggle to keep traction in 2021, the company can still count on its cloud-computing unit – AWS (Amazon Web Services) – as well as on its advertising segment.\nIn addition, Amazon can simply raise its prices.\nIn fact, Amazon has already announced it will elevate its FBA (Fulfillment by Amazon) fees in 2022, which should add an extra $1 billion to Amazon’s bottom line, according to Morgan Stanley.\nBut UBS analysts go even further, arguing the price of Prime membership should also be adjusted.\nSince its last Prime price increase, in 2018, Amazon has been investing heavily in faster delivery services and expanding its Prime Video content. There’s no coincidence there.\n“Higher Prime and FBA prices could contribute $8 billion to $30 billion to revenue and $8 billion to $26 billion [earnings before interest and taxes] annually, most of which is not in our estimates,” said a recent UBS report.\nEarnings optimism\nMr. Madhukar is more optimistic for both Amazon’s retail and AWS segments than the rest of Wall Street. “The shares could see a multiple re-rating on positive estimate revisions for retail and Web Services, as consensus revenue estimates are too conservative,” he noted in his recent report.\nHowever, as Barron’s has pointed out, “Even without big price rises between 2021 and 2023, Amazon will benefit from an incremental $12 billion of AWS earnings before interest and taxes (EBIT) and $15 billion of incremental advertising EBIT.”\nShould you buy Amazon on the dip?\nAmazon’s most recent financial reports have missed both top and bottom lines. E-commerce growth has decelerated in 2021, while at the same time the company has been investing heavily in logistics and infrastructure.\nBut UBS analyst Kunal Madhukar has faith that, by strategically playing its AWS and advertising segments – and by increasing prices – Amazon might see improved profit margins by the second half of 2022.\nIt’s hard to pin down a 2022 consensus price target for Amazon. Each different analyst covering the stock has different forecasts for each of Amazon’s different business segments.\nStill, Wall Street would appear to agree that AMZN is a strong Buy right now. This implies its long-term fundamentals are at least solid.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605174371,"gmtCreate":1639137831881,"gmtModify":1639137937663,"author":{"id":"4091365317251540","authorId":"4091365317251540","name":"PauT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091365317251540","authorIdStr":"4091365317251540"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605174371","repostId":"1191100998","repostType":4,"repost":{"id":"1191100998","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639134697,"share":"https://www.laohunote.com/m/news/1191100998?lang=&edition=full","pubTime":"2021-12-10 19:11","market":"us","language":"en","title":"Broadcom stock jumped nearly 7% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1191100998","media":"Tiger Newspress","summary":"Broadcom stock jumped nearly 7% in premarket trading as the semiconductor firm saw upbeat first-quar","content":"<p>Broadcom stock jumped nearly 7% in premarket trading as the semiconductor firm saw upbeat first-quarter sales, unveiled $10 bln buyback plan.</p>\n<p><img src=\"https://static.tigerbbs.com/f168e8acd44244ccac5c7ae151b9c6be\" tg-width=\"840\" tg-height=\"617\" width=\"100%\" height=\"auto\"></p>\n<p>Semiconductor firm Broadcom Inc forecast first-quarter revenue above Wall Street expectations and announced a $10 billion share buyback plan on Thursday, banking on a rebound in enterprise spending and sustained demand from cloud computing companies.</p>\n<p>Analysts have pointed to strong near-term demand for Broadcom's radio frequency and wireless chips as telecom firms spend more to roll out 5G technology, and continued strength in its broadband division. The company counts smartphone giants Apple Inc and Samsung Electronics among major customers.</p>\n<p>Broadcom is also poised to benefit from higher demand for its data-center and server chips, aided by a rise in hybrid working models and a rapid shift to cloud by businesses during the pandemic.</p>\n<p>Enterprise demand rebounded sharply over 30% in the reported quarter, while revenue from semiconductor solutions is expected to grow 17% in the current quarter, Chief Executive Hock Tan said on a conference call with analysts.</p>\n<p>The San Jose, California-based company forecast first-quarter revenue of about $7.60 billion, well above analysts' average estimate of $7.25 billion, according to Refinitiv data.</p>\n<p>Fourth-quarter revenue rose 15% to $7.41 billion, narrowly beating estimates of $7.36 billion, while earnings per share of $7.81 was also better than expected.</p>\n<p>Broadcom has also diversified beyond its core chip business and forayed into the lucrative software arena, at a time when the world grapples with supply chain disruptions and an industry-wide chip shortage. Its infrastructure software revenue grew 8% to $1.77 billion in the fourth quarter.</p>\n<p>The new share repurchase program is effective until the end of next year, the company said in a separate statement.</p>\n<p></p>\n<p></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>Broadcom stock jumped nearly 7% in premarket trading</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\">\nBroadcom stock jumped nearly 7% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-10 19:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Broadcom stock jumped nearly 7% in premarket trading as the semiconductor firm saw upbeat first-quarter sales, unveiled $10 bln buyback plan.</p>\n<p><img src=\"https://static.tigerbbs.com/f168e8acd44244ccac5c7ae151b9c6be\" tg-width=\"840\" tg-height=\"617\" width=\"100%\" height=\"auto\"></p>\n<p>Semiconductor firm Broadcom Inc forecast first-quarter revenue above Wall Street expectations and announced a $10 billion share buyback plan on Thursday, banking on a rebound in enterprise spending and sustained demand from cloud computing companies.</p>\n<p>Analysts have pointed to strong near-term demand for Broadcom's radio frequency and wireless chips as telecom firms spend more to roll out 5G technology, and continued strength in its broadband division. The company counts smartphone giants Apple Inc and Samsung Electronics among major customers.</p>\n<p>Broadcom is also poised to benefit from higher demand for its data-center and server chips, aided by a rise in hybrid working models and a rapid shift to cloud by businesses during the pandemic.</p>\n<p>Enterprise demand rebounded sharply over 30% in the reported quarter, while revenue from semiconductor solutions is expected to grow 17% in the current quarter, Chief Executive Hock Tan said on a conference call with analysts.</p>\n<p>The San Jose, California-based company forecast first-quarter revenue of about $7.60 billion, well above analysts' average estimate of $7.25 billion, according to Refinitiv data.</p>\n<p>Fourth-quarter revenue rose 15% to $7.41 billion, narrowly beating estimates of $7.36 billion, while earnings per share of $7.81 was also better than expected.</p>\n<p>Broadcom has also diversified beyond its core chip business and forayed into the lucrative software arena, at a time when the world grapples with supply chain disruptions and an industry-wide chip shortage. Its infrastructure software revenue grew 8% to $1.77 billion in the fourth quarter.</p>\n<p>The new share repurchase program is effective until the end of next year, the company said in a separate statement.</p>\n<p></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191100998","content_text":"Broadcom stock jumped nearly 7% in premarket trading as the semiconductor firm saw upbeat first-quarter sales, unveiled $10 bln buyback plan.\n\nSemiconductor firm Broadcom Inc forecast first-quarter revenue above Wall Street expectations and announced a $10 billion share buyback plan on Thursday, banking on a rebound in enterprise spending and sustained demand from cloud computing companies.\nAnalysts have pointed to strong near-term demand for Broadcom's radio frequency and wireless chips as telecom firms spend more to roll out 5G technology, and continued strength in its broadband division. The company counts smartphone giants Apple Inc and Samsung Electronics among major customers.\nBroadcom is also poised to benefit from higher demand for its data-center and server chips, aided by a rise in hybrid working models and a rapid shift to cloud by businesses during the pandemic.\nEnterprise demand rebounded sharply over 30% in the reported quarter, while revenue from semiconductor solutions is expected to grow 17% in the current quarter, Chief Executive Hock Tan said on a conference call with analysts.\nThe San Jose, California-based company forecast first-quarter revenue of about $7.60 billion, well above analysts' average estimate of $7.25 billion, according to Refinitiv data.\nFourth-quarter revenue rose 15% to $7.41 billion, narrowly beating estimates of $7.36 billion, while earnings per share of $7.81 was also better than expected.\nBroadcom has also diversified beyond its core chip business and forayed into the lucrative software arena, at a time when the world grapples with supply chain disruptions and an industry-wide chip shortage. Its infrastructure software revenue grew 8% to $1.77 billion in the fourth quarter.\nThe new share repurchase program is effective until the end of next year, the company said in a separate statement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605174068,"gmtCreate":1639137813655,"gmtModify":1639137937598,"author":{"id":"4091365317251540","authorId":"4091365317251540","name":"PauT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091365317251540","authorIdStr":"4091365317251540"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605174068","repostId":"1162102625","repostType":4,"isVote":1,"tweetType":1,"viewCount":1281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605175234,"gmtCreate":1639137768510,"gmtModify":1639137936159,"author":{"id":"4091365317251540","authorId":"4091365317251540","name":"PauT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091365317251540","authorIdStr":"4091365317251540"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605175234","repostId":"1169522079","repostType":4,"repost":{"id":"1169522079","kind":"news","pubTimestamp":1639136423,"share":"https://www.laohunote.com/m/news/1169522079?lang=&edition=full","pubTime":"2021-12-10 19:40","market":"us","language":"en","title":"Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.","url":"https://stock-news.laohu8.com/highlight/detail?id=1169522079","media":"Barrons","summary":"Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market ca","content":"<p>Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.</p>\n<p>“The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.</p>\n<p>Huberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.</p>\n<p>Apple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the Dow Jones Industrial Average’s 0.5% rise, the S&P 500’s 0.9% gain, and the Nasdaq Composite’s 0.04% advance.</p>\n<p>Morgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.</p>\n<p>Wedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.</p>\n<p>“This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.</p>\n<p>Ives estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.</p>\n<p>Ives also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.</p>\n<p>Other tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.</p>\n<p>“We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.</p>\n<p>There are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.</p>\n<p>Another risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick 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\">\nApple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 19:40 GMT+8 <a href=https://www.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.\n“The combination of a strong, ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?mod=hp_LATEST\">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"},"source_url":"https://www.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169522079","content_text":"Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.\n“The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.\nHuberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.\nApple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the Dow Jones Industrial Average’s 0.5% rise, the S&P 500’s 0.9% gain, and the Nasdaq Composite’s 0.04% advance.\nMorgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.\nWedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.\n“This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.\nIves estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.\nIves also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.\nOther tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.\n“We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.\nThere are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.\nAnother risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877930906,"gmtCreate":1637855528571,"gmtModify":1637855528571,"author":{"id":"4091365317251540","authorId":"4091365317251540","name":"PauT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091365317251540","authorIdStr":"4091365317251540"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/877930906","repostId":"1122037796","repostType":4,"repost":{"id":"1122037796","kind":"news","pubTimestamp":1637849010,"share":"https://www.laohunote.com/m/news/1122037796?lang=&edition=full","pubTime":"2021-11-25 22:03","market":"us","language":"en","title":"7 stocks with the most Thanksgiving exposure, according to Bank of America","url":"https://stock-news.laohu8.com/highlight/detail?id=1122037796","media":"finance.yahoo","summary":"Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs.\nA recent B","content":"<p>Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs.</p>\n<p>A recent Bank of America note detailed which companies have the most exposure to the top holiday dishes amid supply chain bottlenecks, inflation, lingering COVID concerns, low inventories, and evolving consumer behaviors.</p>\n<p>Those companies are Campbell's Soup Company (CPB), General Mills (GIS), The Kraft Heinz Company (KHC), Conagra Brands (CAG), Hormel Foods Corporation (HRL), McCormick & Company (MKC), and The Duckhorn Portfolio, Inc. (NAPA).</p>\n<p>\"We looked at companies’ exposure to the top Thanksgiving dishes: turkey, stuffing, dinner rolls, gravy, green bean casserole, potatoes, mac & cheese dessert and wine,\" the analysts stated. \"Overall CPB, GIS, KHC, CAG, MKC, HRL and NAPA are the most exposed. KHC and NAPA are our favorite stocks in this group.\"</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39aa902f366c0bd07e076520c33cdf52\" tg-width=\"705\" tg-height=\"409\" width=\"100%\" height=\"auto\"><span>Key companies exposed to Thanksgiving meal trends. (Source: BofA)Thanksgiving 'center of the plate' items see more pricing power</span></p>\n<p>People appear to be gathering around the table again, the analysts stated, as data from social media conversations found mentions of \"vaccines\" on the rise while mentions of \"FaceTime,\" \"social distancing,\" and \"canceled\" declined. (\"Friendsgiving\" and \"day drinking\" also saw increases.)</p>\n<p>And whether consumers opt for turkey or ham, mashed potatoes or marshmallow-topped sweet potatoes, traditional orplant-based options, they're likely to pay more with inflation hitting food prices.</p>\n<p>The American Farm Bureau Thanksgiving cost index projects a 14% year-over-year increase for 2021, led by a 24% increase in turkey prices.</p>\n<p>“When you look at more of the center of the plate sort of food items, typically, there has not historically been a lot of pricing power,” Bryan Spillane, a senior food and beverage analyst at BofA Global Research, told Yahoo Finance Live (video above). “But what's unusual this year is that there has been. Food companies, in particular, began raising prices the middle of the year, and there's virtually been no elasticity.”</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e60ff60917eb4db45a68c41bd19a337\" tg-width=\"705\" tg-height=\"529\" width=\"100%\" height=\"auto\"><span>Frozen turkeys in Philadelphia, Wednesday, Nov. 17, 2021. (AP Photo/Matt Rourke)</span></p>\n<p>That said, Spillane added, consumer behavior is expected to change at some point.</p>\n<p>“Something that we're really watching as we move into next year is: At what point does the consumer begin to push back and do we begin to see some trading down or other behavior that demonstrates that consumers are feeling that pinch?” Spillane said.</p>\n<p>Investor appetite for food and beverage companies</p>\n<p>The top company with the most upside or downside potential is Campbell's, which BofA gave an \"underperform\" rating.</p>\n<p>“Campbell's struggling from a few issues,” Spillane said. “One is they are experiencing a material amount of inflation. They have a product portfolio that's a little bit more skewed… to kind of middle and low-income households. So, that's, maybe, an area where there may be some sensitivity around passing those prices through.”</p>\n<p>The iconic soup company also has a lot of direct and indirect exposure to labor shortages and higher labor costs, Spillane added.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be1718627f49a5fcc29f52e9e322313f\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>Cans of Campbell's Soup are displayed in a supermarket in New York City, U.S. February 15, 2017. REUTERS/Brendan McDermid</span></p>\n<p>BofA also gave seasoning-maker McCormick & Company an \"underperform\" rating, with an $84 price target.</p>\n<p>McCormick is “still trading at a premium valuation,” Spillane said, adding that while it has benefitted from people having cooked at home more in the last 18 months, “at some point, as things moderate, you're going to see less of that cooking at home behavior. And that's going to create an overhang for McCormick.”</p>\n<p>On the flip side, “Hershey [HSY] is well-positioned,” Spillane said, especially when it comes to the inflationary environment.</p>\n<p>“The combination of a category that's still growing very strongly where there's still a lot of product innovation and where there's been demonstrated pricing power, we think that Hershey is set up really well to be able to maybe even more than protect margins, maybe potentially grow margins as we cycle through some of this inflation,” he explained.</p>\n<p>BofA also awarded Stove Top stuffing-maker Kraft Heinz a buy rating with a $46 price objective.</p>\n<p>“We believe this is justified based our view that KHC is well positioned to capture growth associated with changing consumer demand patterns related to recessions and pantry stocking offset by higher than average debt levels,” the analysts wrote.</p>","source":"lsy1612507957220","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\">\n7 stocks with the most Thanksgiving exposure, according to Bank of America\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-25 22:03 GMT+8 <a href=https://finance.yahoo.com/news/7-stocks-thanksgiving-exposure-bank-of-america-134505457.html><strong>finance.yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs.\nA recent Bank of America note detailed which companies have the most exposure to the top holiday dishes amid ...</p>\n\n<a href=\"https://finance.yahoo.com/news/7-stocks-thanksgiving-exposure-bank-of-america-134505457.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NAPA":"The Duckhorn Portfolio, Inc.","GIS":"通用磨坊","MKC":"味好美","CPB":"金宝汤","CAG":"康尼格拉","HRL":"荷美尔","KHC":"卡夫亨氏"},"source_url":"https://finance.yahoo.com/news/7-stocks-thanksgiving-exposure-bank-of-america-134505457.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122037796","content_text":"Thanksgiving feasts will likely draw larger crowds than last year and incur higher costs.\nA recent Bank of America note detailed which companies have the most exposure to the top holiday dishes amid supply chain bottlenecks, inflation, lingering COVID concerns, low inventories, and evolving consumer behaviors.\nThose companies are Campbell's Soup Company (CPB), General Mills (GIS), The Kraft Heinz Company (KHC), Conagra Brands (CAG), Hormel Foods Corporation (HRL), McCormick & Company (MKC), and The Duckhorn Portfolio, Inc. (NAPA).\n\"We looked at companies’ exposure to the top Thanksgiving dishes: turkey, stuffing, dinner rolls, gravy, green bean casserole, potatoes, mac & cheese dessert and wine,\" the analysts stated. \"Overall CPB, GIS, KHC, CAG, MKC, HRL and NAPA are the most exposed. KHC and NAPA are our favorite stocks in this group.\"\nKey companies exposed to Thanksgiving meal trends. (Source: BofA)Thanksgiving 'center of the plate' items see more pricing power\nPeople appear to be gathering around the table again, the analysts stated, as data from social media conversations found mentions of \"vaccines\" on the rise while mentions of \"FaceTime,\" \"social distancing,\" and \"canceled\" declined. (\"Friendsgiving\" and \"day drinking\" also saw increases.)\nAnd whether consumers opt for turkey or ham, mashed potatoes or marshmallow-topped sweet potatoes, traditional orplant-based options, they're likely to pay more with inflation hitting food prices.\nThe American Farm Bureau Thanksgiving cost index projects a 14% year-over-year increase for 2021, led by a 24% increase in turkey prices.\n“When you look at more of the center of the plate sort of food items, typically, there has not historically been a lot of pricing power,” Bryan Spillane, a senior food and beverage analyst at BofA Global Research, told Yahoo Finance Live (video above). “But what's unusual this year is that there has been. Food companies, in particular, began raising prices the middle of the year, and there's virtually been no elasticity.”\nFrozen turkeys in Philadelphia, Wednesday, Nov. 17, 2021. (AP Photo/Matt Rourke)\nThat said, Spillane added, consumer behavior is expected to change at some point.\n“Something that we're really watching as we move into next year is: At what point does the consumer begin to push back and do we begin to see some trading down or other behavior that demonstrates that consumers are feeling that pinch?” Spillane said.\nInvestor appetite for food and beverage companies\nThe top company with the most upside or downside potential is Campbell's, which BofA gave an \"underperform\" rating.\n“Campbell's struggling from a few issues,” Spillane said. “One is they are experiencing a material amount of inflation. They have a product portfolio that's a little bit more skewed… to kind of middle and low-income households. So, that's, maybe, an area where there may be some sensitivity around passing those prices through.”\nThe iconic soup company also has a lot of direct and indirect exposure to labor shortages and higher labor costs, Spillane added.\nCans of Campbell's Soup are displayed in a supermarket in New York City, U.S. February 15, 2017. REUTERS/Brendan McDermid\nBofA also gave seasoning-maker McCormick & Company an \"underperform\" rating, with an $84 price target.\nMcCormick is “still trading at a premium valuation,” Spillane said, adding that while it has benefitted from people having cooked at home more in the last 18 months, “at some point, as things moderate, you're going to see less of that cooking at home behavior. And that's going to create an overhang for McCormick.”\nOn the flip side, “Hershey [HSY] is well-positioned,” Spillane said, especially when it comes to the inflationary environment.\n“The combination of a category that's still growing very strongly where there's still a lot of product innovation and where there's been demonstrated pricing power, we think that Hershey is set up really well to be able to maybe even more than protect margins, maybe potentially grow margins as we cycle through some of this inflation,” he explained.\nBofA also awarded Stove Top stuffing-maker Kraft Heinz a buy rating with a $46 price objective.\n“We believe this is justified based our view that KHC is well positioned to capture growth associated with changing consumer demand patterns related to recessions and pantry stocking offset by higher than average debt levels,” the analysts wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871707776,"gmtCreate":1637110197887,"gmtModify":1637110197973,"author":{"id":"4091365317251540","authorId":"4091365317251540","name":"PauT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091365317251540","authorIdStr":"4091365317251540"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871707776","repostId":"2184817638","repostType":2,"isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}