Mon 3/1/2022 4:25PM ET
✅Dow Jones📈+0.68%
✅S&P500📈+0.64%
✅Nasdaq📈+1.20%
✅Hang Seng Index📉-0.53%
✅Brent Oil📈+1.53%
✅Bitcoin📉-2.17%
迎来2022年开市的第一日，美股算是有一个不错的开局，尤其是 $Tesla (TSLA.US)$ 在开盘前就送上了第四季度销售数据的成绩单，给了投资者一个新年大礼，股价一度冲高至USD1200，印证了大笨象也会跳舞。
另一个好消息就是 $Apple (AAPL.US)$ 创造历史成为美国首家市值3万亿美元的公司，尤其是在过去几个月资金明显都涌向大盘股。
半导体，金融，旅游，能源板块在2022开市的第一天都有不错的表现，不过抗疫概念股与科技软件尤其是网络安全相关的公司则有较显著的回调。正如我之前所提到的虽然全球确诊数目屡破新高，不过多国数据皆表明新的变异病毒并不像过去刚爆发时具有那么强大的杀伤力，死亡率与住院率皆比起去年爆发时来的较低。巴斯德研究所估计，奥密克戎导致的重症相较于德尔塔可降低50...

Complete video link: https://youtu.be/1rQC8NNECgc
Complete video
Many investors may say that these thematic ETFs are undoubtedly at a high level, but have you ever thought that today's high might be the low of several years later! In the short term, you may encounter a pullback, but believe that in the long term, it will still bring you good returns, so dividing the investment into several times will be the best choice.
It is very likely that many people think that the metaverse and green energy themes are mostly speculative stocks, but the stocks mainly covered by these two ETFs are not what everyone imagines as speculative stocks, but are leaders and major potential participants in various fields.
The first one is: $Roundhill Ball Metaverse ETF (META.US)$ The Roundhill Ball Metaverse ETF (META), Annual Expense Ratio: 0.75%
The second one is: $First Trust Nasdaq Clean Edge Green Energy Index Fund (QCLN.US)$ First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN), Annual Expense Ratio: 0.60%.
ETF, also known as exchange-traded fund, with index funds being the most famous. The benefit of holding ETFs is that you own a basket of companies in that sector. When the entire sector develops vigorously, you can also benefit from it and not be at risk of individual stocks being eliminated due to competition. Although the return on ETFs is relatively lower compared to individual stocks, the risk you have to bear is also relatively reduced. In the rapidly changing development of the future, we are not sure which companies will be eliminated and which will successfully break through, so investing in the entire sector is a better approach. Investing in ETFs is equivalent to investing in individual sectors or markets!

Readers who want to watch the graphic video can follow the link below:
https://youtu.be/3UctiarbAn4
$Airbnb (ABNB.US)$ Airbnb was founded in 2008, and the darling of the sharing economy has successfully created a platform that connects travelers with landlords around the world. The company went public in December 2020 and opened at $146.
Airbnb recently achieved a record high revenue for the third quarter of 2021, up nearly 67% year over year, and performance even surpassed the pandemic level, up 36% from the same period in 2019. Continued revenue growth was mainly due to continued strong business performance in North America, Europe, and Latin America, as well as an increase in average nightly room prices.
On the other hand, net profit increased significantly compared to the same period in 2020 and 2019. Net profit increased by 280% compared to the same period last year, while compared to the same period in 2019, it increased by 213%, and net interest rate reached 37%. The record net profit performance was mainly due to effective cost control and significant revenue growth. It is worth mentioning that this is also the first time that the Group has achieved a profit of 1 billion dollars in adjusted profit before tax, interest, depreciation and amortization, an increase of 2.5 times over the same period in 2019. This shows the strong recovery in Airbnb's revenue and significant improvements in the cost structure.
There are several important pieces of information in this financial report. First, people's travel and lifestyle continued to change after the pandemic. Even if some pre-pandemic travel methods resume, many emerging booking trends will continue, including lodging in non-popular travel destinations and long-term stays, and people now enjoy more freedom when it comes to travel.
Second, as vaccination efforts advance and travel bans are relaxed, more travelers are starting their journey again. Countries with high vaccination rates, such as the US and some European countries, are at the forefront of tourism recovery. Travellers have begun to restart cross-border travel and urban travel. In particular, cross-border travel in October this year has recovered to 80% of the same period in 2019.
Third, the average nightly room rate continued to rise. In the third quarter of this year, the average nightly room rate reached 149 US dollars per day, an increase of 15% over the same period last year, mainly because consumers prefer long-term stays and reservations for entire buildings. In particular, bookings in non-urban areas can see significant changes. In addition, more tenants in non-urban areas have also begun to join the platform, and both supply and demand for housing types continue to grow.
Looking ahead, management mentioned that travel activity is continuing to recover, but there have been significant changes in the way people travel, and Airbnb's unique position will lead to a return to travel. Management expects the number of night rooms and experiences in the fourth quarter of 2021 to remain at the same level as in the fourth quarter of 2019, but the average night room price will remain high in the third quarter of 2021. As travel restrictions are lifted, Airbnb believes average nightly rates will slowly normalize. However, it is important to note that due to seasonal relationships, the third quarter is generally the strongest quarter, while the fourth quarter, regardless of revenue, will be relatively poor in terms of number of room reservations.
Regarding the performance for the next quarter, Airbnb expects fourth-quarter revenue to be between 1.39 billion and 1.48 billion dollars, still significantly exceeding the 859 million and 1.11 billion dollars in the same period in 2020, while the adjusted profit margin before tax, interest, depreciation and amortization under effective cost control will continue to increase significantly.
Although ABNB's prospects seem quite attractive, it is important to note its recent growth and new success in the local tourism sector, which has attracted strong opposition from many people. While some US cities have eased restrictions on short-term home rentals, others are tightening restrictions. Due to noise, crime, and falling real estate values, some regions oppose living close to short-term rentals. On the other hand, valuation after a price rebound is also another potential problem
Looking back at Airbnb's 2020 prospectus, management said: “In the growing travel market and experience economy, we have huge market opportunities. The total potential market is expected to reach 3.4 trillion US dollars, including a short-term accommodation market of 1.8 trillion US dollars, a long-term accommodation market of 210 billion US dollars, and an experience market of 1.4 trillion US dollars.” Compared to revenue of $4.8 billion in 2019 before the pandemic, the potential growth opportunities are certainly huge.
ABNB's current market value is about 25.5 times TTM revenue, and the comprehensive target price given by analysts is $178. Whether it's worth it depends on how you analyze it. Remember that investing is risky, and trading is at your own risk. The above information is not any trading advice!