Edwinchua75 personal page - To The Moon

Edwinchua75

Edwinchua75

长期价值投资者

65Follow

19Followers

0Topic

0Badge

2023-10-27

$威瑞森(VZ)$

2024-02-29

$荷美尔(HRL)$

2021-04-09

$Fintech Acquisition Corp V(FTCV)$?

2022-02-09

😱😱😱

Bank of America's "amazing" forecast: Fed rate hike seven times this year

2022-01-31

😊

The Year of the Ox in Hong Kong stocks ended: the Hang Seng Index fell 21% for the year, PetroChina rose 79%, the best performing blue chip

2021-04-08

$Fintech Acquisition Corp V(FTCV)$?

03-25

$美国超微公司(AMD)$

2022-09-30

$美国运通(AXP)$[冷漠]

2022-02-12

🤥

Interpretation | How likely is the Fed's rate hike of 50 basis points in March?

2022-02-07

👏

Sorry, the original content has been removed

2022-02-03

🥰

Reminder: List of closing arrangements for major markets during the Spring Festival holiday

2022-02-10

👏👏👏

Will the Fed eventually compromise? Rich people are hoarding cash ammunition to prepare for bottom-hunting

2024-05-10

$Ryde Group(RYDE)$

2023-01-05

$百思买(BBY)$

2023-01-04

$富兰克林资源(BEN)$

2022-11-11

$富兰克林资源(BEN)$ 😋

2022-11-04

$美国电话电报(T)$[财迷]

2022-10-31

$联邦快递(FDX)$[白眼]

2022-02-08

🥶🥶🥶

Sorry, the original content has been removed

2022-02-04

😙

Plunged 1.1 trillion! The net worth of the world's top ten richest people has shrunk sharply, what's going on?

Go to Tiger App to see more news

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href=\"https://tigr.link/74DGdj?utm_campaign=AC1707206667589EduMbB&amp;utm_medium=tiger_community&amp;shareID=5ea81d1b84defa3b3f4f65087b8f529b&amp;invite=CWBZNJ&amp;lang=en_NZ&amp;platform=android&amp;utm_source=invite\">Tiger BOSS Debit Card - BIG BOSS BASH!</a> Grab your friends, win SGD 888*!","listText":"Find out more here:<a href=\"https://tigr.link/74DGdj?utm_campaign=AC1707206667589EduMbB&amp;utm_medium=tiger_community&amp;shareID=5ea81d1b84defa3b3f4f65087b8f529b&amp;invite=CWBZNJ&amp;lang=en_NZ&amp;platform=android&amp;utm_source=invite\">Tiger BOSS Debit Card - BIG BOSS BASH!</a> Grab your friends, win SGD 888*!","text":"Find out more here:Tiger BOSS Debit Card - BIG BOSS BASH! Grab your friends, win SGD 888*!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288639824089424","isVote":1,"tweetType":1,"viewCount":2342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":279342370590968,"gmtCreate":1709220283696,"gmtModify":1709220286662,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HRL\">$荷美尔(HRL)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/HRL\">$荷美尔(HRL)$ </a>&nbsp;","text":"$荷美尔(HRL)$","images":[{"img":"https://community-static.tradeup.com/news/31acb95d2ef76532c7543f54728eca59","width":"588","height":"1072"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/279342370590968","isVote":1,"tweetType":1,"viewCount":2800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":278620663066784,"gmtCreate":1709050394338,"gmtModify":1709050398537,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/T\">$美国电话电报(T)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/T\">$美国电话电报(T)$ </a>&nbsp;","text":"$美国电话电报(T)$","images":[{"img":"https://community-static.tradeup.com/news/7572c18d88dd40e0ff2b179b1eba0ade","width":"588","height":"1072"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278620663066784","isVote":1,"tweetType":1,"viewCount":2399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":254455131635768,"gmtCreate":1703159598329,"gmtModify":1703159601754,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CMA\">$联信银行(CMA)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/CMA\">$联信银行(CMA)$ </a>&nbsp;","text":"$联信银行(CMA)$","images":[{"img":"https://community-static.tradeup.com/news/2ff9815cccec3c7af71e8d2a9d59679c","width":"588","height":"1072"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254455131635768","isVote":1,"tweetType":1,"viewCount":2534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":254455144288496,"gmtCreate":1703159573594,"gmtModify":1703165412564,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BBY\">$百思买(BBY)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/BBY\">$百思买(BBY)$ </a>&nbsp;","text":"$百思买(BBY)$","images":[{"img":"https://community-static.tradeup.com/news/2d88dda0fc7db5f45b1e4182b5597081","width":"588","height":"1072"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254455144288496","isVote":1,"tweetType":1,"viewCount":2419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":251408417718488,"gmtCreate":1702416237261,"gmtModify":1702416240314,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BEN\">$富兰克林资源(BEN)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/BEN\">$富兰克林资源(BEN)$ </a>&nbsp;","text":"$富兰克林资源(BEN)$","images":[{"img":"https://community-static.tradeup.com/news/067a56122097e6dbcb4c906c9b1dc00f","width":"588","height":"1072"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251408417718488","isVote":1,"tweetType":1,"viewCount":2782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":251408234827912,"gmtCreate":1702416191233,"gmtModify":1702416194204,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/T\">$美国电话电报(T)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/T\">$美国电话电报(T)$ 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17:19","market":"us","language":"zh","title":"Bank of America's \"amazing\" forecast: Fed rate hike seven times this year","url":"https://stock-news.laohu8.com/highlight/detail?id=2209451307","media":"华尔街见闻","summary":"薪资上涨对工人来说是个好消息，但于美联储而言却是坏消息。如果工资增长过快，预计将推动美联储以更快的速度加息。上周五，美国劳工部公布的数据显示，1月份平均时薪环比增长0.7%，过去12个月的增幅为5.7","content":"<p><html><head></head><body>Rising wages are good news for workers, but bad news for the Federal Reserve. If wages grow too fast, it is expected to push the Fed to rate hike at a faster pace.</p><p>Last Friday, the U.S. Department of Labor released data showing that the average hourly wage in January increased by 0.7% month-on-month.<b>The increase in the past 12 months was 5.7%, the fastest pace since March 2007</b>(except for the early two months of the pandemic).</p><p>There is a growing perception that the Federal Reserve is lagging behind inflation in terms of policy, which is now growing at its fastest pace in nearly 40 years.</p><p>On Monday,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Ethan Harris, head of global economic research, said in a conference call with CNBC:</p><p>If I were the Fed chairman, I would be even more concerned that the factors driving wages higher are more than just exceptions and raise interest rates earlier in the fall.<b>When there are widespread price increases that begin to affect wages, the risk of an inflation spiral increases, and policy measures lag behind the inflation curve, the Fed needs to start acting.</b>Harris made the most aggressive call to the Federal Reserve this year. The latest Bank of America report pointed out that,<b>There will be seven rate hike in 2022, each with a rate hike of 25 basis points, and four rate hike next year.</b></p><p><img src=\"https://static.tigerbbs.com/4d71f78fb385b6a8eb76748da269eed9\" tg-width=\"784\" tg-height=\"179\" referrerpolicy=\"no-referrer\"/></p><p>In this regard, Harris pointed out that although the current market view believes that the possibility of this situation is only 18%, he still supports this view.<b>The main reasons are:</b>The U.S. economic recovery has not only reached the Fed's goal, but even exceeded the stop signs.</p><p>Wages are soaring across almost all income brackets</p><p>During the conference call, Harris mentioned the new approach to monetary policy approved by the Federal Reserve in September 2020. The Fed said that under its flexible average inflation target, in order to achieve full employment, it allows inflation to be higher than its 2% target.</p><p>But as the inflation rate grows to around 7% and the labor market becomes increasingly tight, the Federal Reserve is now accelerating its \"catch-up\" and changing monetary policy to cope with the severe inflation situation.</p><p><b>Harris noted that wages are skyrocketing across almost every income bracket.</b></p><p><img src=\"https://static.tigerbbs.com/22b81b83224ba1b963bcd13331680628\" tg-width=\"594\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p><b>The leisure and hospitality industries, which were most affected by the epidemic, saw the largest wage increases,</b>It has risen by 13% in the past year. Wages in the financial sector rose by 4.8%, while wages in the retail sector rose by 7.1%.</p><p>Previous news articles mentioned that salary increases are \"blossoming in an all-round way.\" In addition to raising wages for middle and low-class workers, Wall Street financial institutions are also \"chasing after each other\" to increase employee salaries. Biden also issued an executive order to increase the minimum wage for federal employees last month. to $15.</p><p>Soaring wages are part of the'great resignation wave '</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Consider the trend of soaring wages as part of the \"Great Resignation Wave\", which refers to the sharp increase in the number of resignations in the United States since 2021, and the turnover rate is at the highest level in nearly 20 years. According to data from the U.S. Department of Labor, the number of U.S. labor changes or departures in 2021 was 47.4 million.</p><p><img src=\"https://static.tigerbbs.com/5f2ef87143df605f0b95c38ef19600a0\" tg-width=\"387\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Goldman Sachs economists Joseph Briggs and David Mericle point out in a note that the \"Great Resignation Wave\" includes two distinct but interrelated trends:<b>Millions of workers have left the workforce, and millions more have quit for better, higher-paying employment opportunities. These trends have pushed wage increases to an increasingly worrying level of a spiraling wage inflation.</b></p><p>Goldman Sachs data shows that wage growth in the United States will slow down this year, but only slightly, and is expected to reach about 5% this year.<b>It is worth mentioning that Goldman Sachs predicts that there will be four rate hike in 2022.</b></p><p>Goldman Sachs economists pointed out that labor costs are growing faster than the 2% inflation target, which may keep inflation higher and the Federal Reserve will take a more aggressive response.</p><p>Rate hike 50 basis points'reasonable 'but inconsistent with Powell's'humble' attitude</p><p>The market has been slowly overweighting the Fed's rate hike, with five rate hike expected this year, but more rate hike is still possible, and at a faster pace. Although traders generally expect the Fed to issue a 25 basis point rate hike in March, it does not rule out the Fed choosing a one-time sharp 50 basis point rate hike in March<b>, the likelihood of a rate hike of 50 basis points has risen to nearly 30%.</b></p><p><b>Harris said:</b></p><p>Rate hike of 50 basis points would be \"a reasonable thing\", but it is inconsistent with the \"humble\" attitude supported by Federal Reserve Chairman Jerome Powell at the press conference after the January FOMC meeting. Mohamed El-Erian, chief economic adviser at Allianz Group, told CNBC's Squawk Box on Monday that the Federal Reserve policy has lagged behind and hopes they can regain their inflation rhetoric and control wage growth. Earlier, El-Erian warned in an op-ed that the more delay, the greater the risk of policy tightening. Instead of ensuring a soft landing, the Federal Reserve and the European Central Bank may be forced to adopt excessive \"catch-up\" tightening policies.</p><p>In addition, Harris pointed out,<b>Actually, he doesn't think rate hike will destroy the economy, as long as the Fed sends accurate messages that rate hike aims to control inflation, not curb economic growth.</b></p><p>Harris added that this rate hike cycle may be similar to the Fed's move in mid-2005, when the Fed conducted 17 consecutive rate hike in order to cool the runaway housing market. Referring to the expected 11 rate hike by 2023, Harris said:</p><p>This isn't an aggressive forecast, it's just a path of less resistance for a central bank starting from scratch.</body></html></p>","source":"wallstreetcn_api","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>Bank of America's \"amazing\" forecast: Fed rate hike seven times this year</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nBank of America's \"amazing\" forecast: Fed rate hike seven times this year\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-02-08 17:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Rising wages are good news for workers, but bad news for the Federal Reserve. If wages grow too fast, it is expected to push the Fed to rate hike at a faster pace.</p><p>Last Friday, the U.S. Department of Labor released data showing that the average hourly wage in January increased by 0.7% month-on-month.<b>The increase in the past 12 months was 5.7%, the fastest pace since March 2007</b>(except for the early two months of the pandemic).</p><p>There is a growing perception that the Federal Reserve is lagging behind inflation in terms of policy, which is now growing at its fastest pace in nearly 40 years.</p><p>On Monday,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Ethan Harris, head of global economic research, said in a conference call with CNBC:</p><p>If I were the Fed chairman, I would be even more concerned that the factors driving wages higher are more than just exceptions and raise interest rates earlier in the fall.<b>When there are widespread price increases that begin to affect wages, the risk of an inflation spiral increases, and policy measures lag behind the inflation curve, the Fed needs to start acting.</b>Harris made the most aggressive call to the Federal Reserve this year. The latest Bank of America report pointed out that,<b>There will be seven rate hike in 2022, each with a rate hike of 25 basis points, and four rate hike next year.</b></p><p><img src=\"https://static.tigerbbs.com/4d71f78fb385b6a8eb76748da269eed9\" tg-width=\"784\" tg-height=\"179\" referrerpolicy=\"no-referrer\"/></p><p>In this regard, Harris pointed out that although the current market view believes that the possibility of this situation is only 18%, he still supports this view.<b>The main reasons are:</b>The U.S. economic recovery has not only reached the Fed's goal, but even exceeded the stop signs.</p><p>Wages are soaring across almost all income brackets</p><p>During the conference call, Harris mentioned the new approach to monetary policy approved by the Federal Reserve in September 2020. The Fed said that under its flexible average inflation target, in order to achieve full employment, it allows inflation to be higher than its 2% target.</p><p>But as the inflation rate grows to around 7% and the labor market becomes increasingly tight, the Federal Reserve is now accelerating its \"catch-up\" and changing monetary policy to cope with the severe inflation situation.</p><p><b>Harris noted that wages are skyrocketing across almost every income bracket.</b></p><p><img src=\"https://static.tigerbbs.com/22b81b83224ba1b963bcd13331680628\" tg-width=\"594\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p><b>The leisure and hospitality industries, which were most affected by the epidemic, saw the largest wage increases,</b>It has risen by 13% in the past year. Wages in the financial sector rose by 4.8%, while wages in the retail sector rose by 7.1%.</p><p>Previous news articles mentioned that salary increases are \"blossoming in an all-round way.\" In addition to raising wages for middle and low-class workers, Wall Street financial institutions are also \"chasing after each other\" to increase employee salaries. Biden also issued an executive order to increase the minimum wage for federal employees last month. to $15.</p><p>Soaring wages are part of the'great resignation wave '</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Consider the trend of soaring wages as part of the \"Great Resignation Wave\", which refers to the sharp increase in the number of resignations in the United States since 2021, and the turnover rate is at the highest level in nearly 20 years. According to data from the U.S. Department of Labor, the number of U.S. labor changes or departures in 2021 was 47.4 million.</p><p><img src=\"https://static.tigerbbs.com/5f2ef87143df605f0b95c38ef19600a0\" tg-width=\"387\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Goldman Sachs economists Joseph Briggs and David Mericle point out in a note that the \"Great Resignation Wave\" includes two distinct but interrelated trends:<b>Millions of workers have left the workforce, and millions more have quit for better, higher-paying employment opportunities. These trends have pushed wage increases to an increasingly worrying level of a spiraling wage inflation.</b></p><p>Goldman Sachs data shows that wage growth in the United States will slow down this year, but only slightly, and is expected to reach about 5% this year.<b>It is worth mentioning that Goldman Sachs predicts that there will be four rate hike in 2022.</b></p><p>Goldman Sachs economists pointed out that labor costs are growing faster than the 2% inflation target, which may keep inflation higher and the Federal Reserve will take a more aggressive response.</p><p>Rate hike 50 basis points'reasonable 'but inconsistent with Powell's'humble' attitude</p><p>The market has been slowly overweighting the Fed's rate hike, with five rate hike expected this year, but more rate hike is still possible, and at a faster pace. Although traders generally expect the Fed to issue a 25 basis point rate hike in March, it does not rule out the Fed choosing a one-time sharp 50 basis point rate hike in March<b>, the likelihood of a rate hike of 50 basis points has risen to nearly 30%.</b></p><p><b>Harris said:</b></p><p>Rate hike of 50 basis points would be \"a reasonable thing\", but it is inconsistent with the \"humble\" attitude supported by Federal Reserve Chairman Jerome Powell at the press conference after the January FOMC meeting. Mohamed El-Erian, chief economic adviser at Allianz Group, told CNBC's Squawk Box on Monday that the Federal Reserve policy has lagged behind and hopes they can regain their inflation rhetoric and control wage growth. Earlier, El-Erian warned in an op-ed that the more delay, the greater the risk of policy tightening. Instead of ensuring a soft landing, the Federal Reserve and the European Central Bank may be forced to adopt excessive \"catch-up\" tightening policies.</p><p>In addition, Harris pointed out,<b>Actually, he doesn't think rate hike will destroy the economy, as long as the Fed sends accurate messages that rate hike aims to control inflation, not curb economic growth.</b></p><p>Harris added that this rate hike cycle may be similar to the Fed's move in mid-2005, when the Fed conducted 17 consecutive rate hike in order to cool the runaway housing market. Referring to the expected 11 rate hike by 2023, Harris said:</p><p>This isn't an aggressive forecast, it's just a path of less resistance for a central bank starting from scratch.</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3651382\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02a85629f2a809e4eabd8677140a5f70","relate_stocks":{"SPY":"标普500ETF","BK4559":"巴菲特持仓",".DJI":"道琼斯","BK4504":"桥水持仓",".IXIC":"NASDAQ Composite","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓"},"source_url":"https://wallstreetcn.com/articles/3651382","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209451307","content_text":"薪资上涨对工人来说是个好消息，但于美联储而言却是坏消息。如果工资增长过快，预计将推动美联储以更快的速度加息。上周五，美国劳工部公布的数据显示，1月份平均时薪环比增长0.7%，过去12个月的增幅为5.7%，这是自2007年3月以来增速最快的一次（疫情初期的两个月除外）。人们越来越多地认为，美联储在政策方面落后于通胀增速，目前美国通胀率正以近40年来最快的速度增长。周一，美国银行全球经济研究部主管Ethan Harris在与CNBC的电话会议中表示：如果我是美联储主席，我会更加担心推动工资上涨的因素不仅仅是例外情况，并在秋天早些时候提高利率。当存在广泛的物价上涨，并开始影响到工资，通胀螺旋风险加大，政策措施就落后于通胀曲线，美联储需要开始行动。Harris对美联储发出了今年以来最激进的呼吁，美银最新报告指出，2022年将有七次加息，每次加息25个基点，明年还会有四次加息。对此，Harris指出，尽管目前市场观点认为这种情况的可能性只有18%，但他依然支持这个观点，主要原因在于：美国经济复苏不仅达到了美联储的目标，甚至还超过了停止线(the stop signs)。几乎所有收入阶层的工资都在飙升Harris在电话会议中提及美联储2020年9月批准的货币政策新方法。美联储表示，在灵活的平均通胀目标下，为了实现充分就业，允许通胀率高于2%的目标。但随着通胀率增长到7%左右，劳动力市场越来越紧张，美联储现在加速“追赶”，改变货币政策进而应对严峻的通胀形势。Harris指出，几乎所有收入阶层的工资都在飙升。受疫情影响最严重的休闲和酒店行业工资增幅最大，在过去一年的上涨了13%。金融行业的工资上涨了4.8%，而零售行业的工资更是上涨了7.1%。此前见闻文章提及，加薪“全面开花”，除了中低阶层工人提高了工资，华尔街金融机构也“你追我赶”地增加员工薪资，拜登上个月还发布了上调联邦雇员的最低工资至15美元的行政命令。工资飙升是“大辞职潮”的一部分高盛将工资飙升这一趋势视为“大辞职潮”的一部分，“大辞职潮”是指2021年以来，美国离职人数陡增，离职率处于近20年来最高水平。根据美国劳工部数据，2021年全年美国劳动力更换或离职次数为4740万人次。高盛经济学家Joseph Briggs和David Mericle在一份报告中指出，“大辞职潮”包括两个截然不同但相互关联的趋势：数百万工人离开了劳动力大军，还有数百万人为了更好、更高收入的就业机会而辞职。这些趋势已将工资涨幅推至一个越来越令人担忧的水平，即工资通胀螺旋上升。高盛数据显示，今年美国工资增长将会放缓，但只是小幅放缓，到今年预计会达到5%左右。值得一提的是，高盛预计，2022年将有四次加息。高盛经济学家指出，劳动力成本的增长速度快于2%的通胀目标，这可能会使通胀继续走高，美联储将采取更激进的应对措施。加息50个基点“合理”，但与鲍威尔“谦逊”态度不一致市场一直在缓慢地加码美联储加息，预计今年将有五次加息，但仍有可能加息更多次，而且速度更快。尽管交易员普遍预计美联储将在3月份加息25个基点，但也不排除美联储3月选择一次性大幅加息50个基点，目前加息50个基点的可能性已升至近30%。Harris表示：加息50个基点将是\"一件合理的事情\"，但这与美联储主席鲍威尔在1月FOMC会议后的新闻发布会上所支持的\"谦逊\"（humble）态度不一致。安联集团首席经济顾问Mohamed El-Erian周一在CNBC的Squawk Box节目中表示，美联储政策已经落后，希望他们能重拾通胀论调，控制工资增长。此前，El-Erian在专栏文章中发出警告，越拖延，政策收紧的风险就越大。美联储和欧央行非但不能确保经济软着陆，反而可能被迫采取过度的“追赶性”紧缩政策。此外，Harris指出，实际上，他不认为加息会破坏经济，只要美联储传达出准确的信息，即加息旨在控制通胀，而不是遏制经济增长。Harris补充称，本轮加息周期可能类似于美联储在2005年中期的举措，当时美联储连续17次加息，目的是为失控的房地产市场降温。谈到预计到2023年将加息11次时，Harris表示：这并不是一个激进的预测，对于一个从零开始的央行来说，这只是一条阻力较小的道路。","news_type":1,"symbols_score_info":{".DJI":1,"SPY":1,".IXIC":1}},"isVote":1,"tweetType":1,"viewCount":1666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093630803,"gmtCreate":1643603403130,"gmtModify":1676533835374,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555405117779856","idStr":"3555405117779856"},"themes":[],"htmlText":"😊","listText":"😊","text":"😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093630803","repostId":"1189896486","repostType":4,"repost":{"id":"1189896486","kind":"news","pubTimestamp":1643602160,"share":"https://ttm.financial/m/news/1189896486?lang=en_US&edition=fundamental","pubTime":"2022-01-31 12:09","market":"sh","language":"zh","title":"The Year of the Ox in Hong Kong stocks ended: the Hang Seng Index fell 21% for the year, PetroChina rose 79%, the best performing blue chip","url":"https://stock-news.laohu8.com/highlight/detail?id=1189896486","media":"新浪财经","summary":"1月31日消息，港股迎来牛年最后交易日，明日为中国农历新年，迎来虎年。截至今日收盘，港股涨1.07%，报23802.26点。港股在牛年（2021年2月12日至2022年1月31日）全年跌21%，从猪年","content":"<p><html><head></head><body>According to news on January 31, Hong Kong stocks ushered in the last trading day of the Year of the Ox, and tomorrow is the Chinese Lunar New Year, ushering in the Year of the Tiger. As of today's close, Hong Kong stocks rose 1.07% to 23,802.26 points. In the Year of the Ox (February 12, 2021 to January 31, 2022), Hong Kong stocks fell 21% throughout the year, rising from the closing level of 30,173.57 points in the Year of the Pig to the highest level of 31,183.36 points at the beginning of the year of the Ox, and then fell all the way, with the lowest falling below 23,000 points. The Hang Seng Technology Index was cut in half, falling from more than 11,000 points at the beginning of the year to the current 5,419.89 points. In the Year of the Ox in Hong Kong stocks, PetroChina rose by as much as 79%, making it the best performing blue chip, while Haidilao fell by nearly 80%, making it the worst performing blue chip.</p><p>Looking at the whole year of the Year of the Ox (as of the day before the closing of Hong Kong stocks), (the following data range of this article: from the closing price on New Year's Eve of the Year of the Pig to the closing price on January 30, 2022), the specific performance of the world's major stock indexes is as follows: The Hang Seng Index fell 21.6%, the Hang Seng Technology Index fell 48%, the ChiNext Index and the Shenzhen Index fell 14.8% and 16.5% respectively, the Shanghai Index fell 8%, the Nasdaq Index also fell 1.4%, and the French stock index rose 22.8% to lead the performance of major stock indexes.<img src=\"https://static.tigerbbs.com/31c53ec3f0a2d7ee9bd6987989fb23eb\" tg-width=\"481\" tg-height=\"731\" referrerpolicy=\"no-referrer\"/>Looking at the whole year of the Year of the Ox, the best-performing blue chip in Hong Kong stocks is PetroChina, with an increase of 72.4% in the Year of the Ox. Li Ka-shing's companies are among the top gainers. Cheung Kong Group rose 38.7%, Power Industry rose 29.9%, and Cheung Kong Infrastructure Group rose 21.1%.<img src=\"https://static.tigerbbs.com/bdb69cb8a702f8c57a681d2352327695\" tg-width=\"481\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>In terms of the worst-performing blue chips in the Year of the Ox, Haidilao fell 80% to lead the decline in blue chips, Ali Health fell 78%, the stock prices of Ali and Meituan halved, Xiaomi fell more than 40%, and Tencent fell 37.6%.</p><p><img src=\"https://static.tigerbbs.com/5aa81475b8572eaecb8f702ce700d81e\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p>In terms of Hong Kong Stock Connect stocks, Shandong Molong, which has a steel concept, has the best increase in the Year of the Ox, which has increased by more than 3 times, Xtep International, which is the light of domestic products, has increased by 286%, Yancoal Energy, which has a coal concept, has also increased by 2 times, and green power concept stocks Among the top gainers, CGN New Energy, China Resources Power, China Power, etc. doubled their gains, COSCO SHIPPING Holdings and Pacific Shipping doubled their gains, and Jingcheng Electromechanical, which has a hydrogen concept, rose 120%.</p><p><img src=\"https://static.tigerbbs.com/e80f198e722ab836714673de6ebf5d66\" tg-width=\"550\" tg-height=\"270\" referrerpolicy=\"no-referrer\"/></p><p>Looking at the top 20 losers of Hong Kong Stock Connect stocks, China Evergrande, which is deeply mired in the capital chain crisis, led the decline with a drop of 89.6%, and Evergrande Property fell 86%; Education stocks under the new double reduction regulations were among the top losers, with Sile Education falling 89%, Guangzheng Education falling 85%, New Oriental Online falling 84%, and Tianli Education falling 81%; Class B pharmaceutical stocks were sold off by funds, Xintong Medical fell 83%, WuXi Juno fell 78%, and online medical services Ali Health and Ping An Good Doctor fell sharply; Catering stocks fell sharply, Haidilao and Xiabuxiabu fell more than 80%, and Yihai International fell 78%; Under the pressure of mainland real estate debt repayment, except for Evergrande, Xiangsheng Holdings fell 81%, and China Aoyuan fell 77%; Kuaishou is the only Internet company with a decline of more than 70%.</p><p><img src=\"https://static.tigerbbs.com/73149fc69f80b1d6ad8b107462456e13\" tg-width=\"550\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p><p>Hong Kong stock market arrangements during the Spring Festival: the market opens on the fourth day of the first lunar month</p><p>According to the trading arrangements between Shanghai, Hong Kong and Shenzhen, the A-share market will be closed from January 31 (Monday) to February 6 (Sunday), and will open as usual from February 7 (Monday). On January 31, the Hong Kong stock market will be closed for three and a half days from the afternoon. On February 4 (Friday, the fourth day of the first lunar month), the Hong Kong stock market will be open for one day. On February 5 (Saturday) and February 6 (Sunday), the Hong Kong stock market will be closed for weekends.</p><p>In addition, according to the Shanghai and Shenzhen Stock Exchanges, the Hong Kong Stock Connect service will not be provided from January 27 (Thursday) to February 6 (Sunday), and the Hong Kong Stock Connect service will be opened as usual from February 7 (Monday). According to the arrangement of the Hong Kong Stock Exchange, the northbound trading will be normal on the 27th and 28th, the southbound trading will be closed, and the northbound and southbound trading will be normal from February 7th.</p><p><img src=\"https://static.tigerbbs.com/52b7fc77593e4d3455cd5d005608feea\" tg-width=\"509\" tg-height=\"560\" referrerpolicy=\"no-referrer\"/></p><p>Institutional outlook for 2022: Hong Kong stocks are expected to be reborn from the bottom</p><p>Industrial Securities Strategy Zhang Yidong said that China's Hong Kong stocks will gradually desensitize themselves to the turmoil in U.S. stocks in 2022, and are expected to usher in the return of overseas funds from other emerging markets, maintaining the judgment that \"Hong Kong stocks will rebound into a bull market\" in 2022. As a \"global valuation depression\", Hong Kong stocks will usher in a double increase in the willingness of domestic and foreign capital to increase their holdings in 2022 based on China's monetary and fiscal policies to stabilize the economy and the marginal improvement of China's real estate, Internet and other industrial policy environment.</p><p>CICC Strategy believes that considering the favorable policy environment and low valuation levels, the Hong Kong stock market may be a year of mean reversion in 2022. With the further development of favorable domestic policies at the beginning of the year, especially after the short-term uncertainty gradually subsides, we remain positive about the prospects for overseas Chinese stocks and are expected to attract more capital inflows. From a technical point of view, the short selling turnover ratio has climbed to a relatively high level in history, indicating that market sentiment has also been released to a higher position, which is often a bottom signal for the short-term market.</p><p><img src=\"https://static.tigerbbs.com/c2f253d358375fec615fc2d110f928fc\" tg-width=\"550\" tg-height=\"1009\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","source":"XLCJ","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>The Year of the Ox in Hong Kong stocks ended: the Hang Seng Index fell 21% for the year, PetroChina rose 79%, the best performing blue chip</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nThe Year of the Ox in Hong Kong stocks ended: the Hang Seng Index fell 21% for the year, PetroChina rose 79%, the best performing blue chip\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2022-01-31 12:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>According to news on January 31, Hong Kong stocks ushered in the last trading day of the Year of the Ox, and tomorrow is the Chinese Lunar New Year, ushering in the Year of the Tiger. As of today's close, Hong Kong stocks rose 1.07% to 23,802.26 points. In the Year of the Ox (February 12, 2021 to January 31, 2022), Hong Kong stocks fell 21% throughout the year, rising from the closing level of 30,173.57 points in the Year of the Pig to the highest level of 31,183.36 points at the beginning of the year of the Ox, and then fell all the way, with the lowest falling below 23,000 points. The Hang Seng Technology Index was cut in half, falling from more than 11,000 points at the beginning of the year to the current 5,419.89 points. In the Year of the Ox in Hong Kong stocks, PetroChina rose by as much as 79%, making it the best performing blue chip, while Haidilao fell by nearly 80%, making it the worst performing blue chip.</p><p>Looking at the whole year of the Year of the Ox (as of the day before the closing of Hong Kong stocks), (the following data range of this article: from the closing price on New Year's Eve of the Year of the Pig to the closing price on January 30, 2022), the specific performance of the world's major stock indexes is as follows: The Hang Seng Index fell 21.6%, the Hang Seng Technology Index fell 48%, the ChiNext Index and the Shenzhen Index fell 14.8% and 16.5% respectively, the Shanghai Index fell 8%, the Nasdaq Index also fell 1.4%, and the French stock index rose 22.8% to lead the performance of major stock indexes.<img src=\"https://static.tigerbbs.com/31c53ec3f0a2d7ee9bd6987989fb23eb\" tg-width=\"481\" tg-height=\"731\" referrerpolicy=\"no-referrer\"/>Looking at the whole year of the Year of the Ox, the best-performing blue chip in Hong Kong stocks is PetroChina, with an increase of 72.4% in the Year of the Ox. Li Ka-shing's companies are among the top gainers. Cheung Kong Group rose 38.7%, Power Industry rose 29.9%, and Cheung Kong Infrastructure Group rose 21.1%.<img src=\"https://static.tigerbbs.com/bdb69cb8a702f8c57a681d2352327695\" tg-width=\"481\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>In terms of the worst-performing blue chips in the Year of the Ox, Haidilao fell 80% to lead the decline in blue chips, Ali Health fell 78%, the stock prices of Ali and Meituan halved, Xiaomi fell more than 40%, and Tencent fell 37.6%.</p><p><img src=\"https://static.tigerbbs.com/5aa81475b8572eaecb8f702ce700d81e\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p>In terms of Hong Kong Stock Connect stocks, Shandong Molong, which has a steel concept, has the best increase in the Year of the Ox, which has increased by more than 3 times, Xtep International, which is the light of domestic products, has increased by 286%, Yancoal Energy, which has a coal concept, has also increased by 2 times, and green power concept stocks Among the top gainers, CGN New Energy, China Resources Power, China Power, etc. doubled their gains, COSCO SHIPPING Holdings and Pacific Shipping doubled their gains, and Jingcheng Electromechanical, which has a hydrogen concept, rose 120%.</p><p><img src=\"https://static.tigerbbs.com/e80f198e722ab836714673de6ebf5d66\" tg-width=\"550\" tg-height=\"270\" referrerpolicy=\"no-referrer\"/></p><p>Looking at the top 20 losers of Hong Kong Stock Connect stocks, China Evergrande, which is deeply mired in the capital chain crisis, led the decline with a drop of 89.6%, and Evergrande Property fell 86%; Education stocks under the new double reduction regulations were among the top losers, with Sile Education falling 89%, Guangzheng Education falling 85%, New Oriental Online falling 84%, and Tianli Education falling 81%; Class B pharmaceutical stocks were sold off by funds, Xintong Medical fell 83%, WuXi Juno fell 78%, and online medical services Ali Health and Ping An Good Doctor fell sharply; Catering stocks fell sharply, Haidilao and Xiabuxiabu fell more than 80%, and Yihai International fell 78%; Under the pressure of mainland real estate debt repayment, except for Evergrande, Xiangsheng Holdings fell 81%, and China Aoyuan fell 77%; Kuaishou is the only Internet company with a decline of more than 70%.</p><p><img src=\"https://static.tigerbbs.com/73149fc69f80b1d6ad8b107462456e13\" tg-width=\"550\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p><p>Hong Kong stock market arrangements during the Spring Festival: the market opens on the fourth day of the first lunar month</p><p>According to the trading arrangements between Shanghai, Hong Kong and Shenzhen, the A-share market will be closed from January 31 (Monday) to February 6 (Sunday), and will open as usual from February 7 (Monday). On January 31, the Hong Kong stock market will be closed for three and a half days from the afternoon. On February 4 (Friday, the fourth day of the first lunar month), the Hong Kong stock market will be open for one day. On February 5 (Saturday) and February 6 (Sunday), the Hong Kong stock market will be closed for weekends.</p><p>In addition, according to the Shanghai and Shenzhen Stock Exchanges, the Hong Kong Stock Connect service will not be provided from January 27 (Thursday) to February 6 (Sunday), and the Hong Kong Stock Connect service will be opened as usual from February 7 (Monday). According to the arrangement of the Hong Kong Stock Exchange, the northbound trading will be normal on the 27th and 28th, the southbound trading will be closed, and the northbound and southbound trading will be normal from February 7th.</p><p><img src=\"https://static.tigerbbs.com/52b7fc77593e4d3455cd5d005608feea\" tg-width=\"509\" tg-height=\"560\" referrerpolicy=\"no-referrer\"/></p><p>Institutional outlook for 2022: Hong Kong stocks are expected to be reborn from the bottom</p><p>Industrial Securities Strategy Zhang Yidong said that China's Hong Kong stocks will gradually desensitize themselves to the turmoil in U.S. stocks in 2022, and are expected to usher in the return of overseas funds from other emerging markets, maintaining the judgment that \"Hong Kong stocks will rebound into a bull market\" in 2022. As a \"global valuation depression\", Hong Kong stocks will usher in a double increase in the willingness of domestic and foreign capital to increase their holdings in 2022 based on China's monetary and fiscal policies to stabilize the economy and the marginal improvement of China's real estate, Internet and other industrial policy environment.</p><p>CICC Strategy believes that considering the favorable policy environment and low valuation levels, the Hong Kong stock market may be a year of mean reversion in 2022. With the further development of favorable domestic policies at the beginning of the year, especially after the short-term uncertainty gradually subsides, we remain positive about the prospects for overseas Chinese stocks and are expected to attract more capital inflows. From a technical point of view, the short selling turnover ratio has climbed to a relatively high level in history, indicating that market sentiment has also been released to a higher position, which is often a bottom signal for the short-term market.</p><p><img src=\"https://static.tigerbbs.com/c2f253d358375fec615fc2d110f928fc\" tg-width=\"550\" tg-height=\"1009\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2022-01-31/doc-ikyakumy3303451.shtml?cref=cj\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09caddfc0c2d2ea28b3db992baa72dbf","relate_stocks":{"HSI":"恒生指数","HSCCI":"红筹指数","HSCEI":"国企指数","HSTECH":"恒生科技指数"},"source_url":"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2022-01-31/doc-ikyakumy3303451.shtml?cref=cj","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189896486","content_text":"1月31日消息，港股迎来牛年最后交易日，明日为中国农历新年，迎来虎年。截至今日收盘，港股涨1.07%，报23802.26点。港股在牛年（2021年2月12日至2022年1月31日）全年跌21%，从猪年年收盘位的30173.57点涨至牛年初最高31183.36点，随后一路下跌，最低跌破23000点。恒生科技指数惨遭腰斩，从年初的11000多点跌至目前的5419.89点。港股牛年，中国石油涨幅高达79%，为表现最佳蓝筹，海底捞跌幅近80%，为表现最差蓝筹。牛年全年（截至港股收官前一天）来看，（本文以下数据范围：从猪年除夕收盘价至2022年1月30日收盘价），全球主要股指具体表现如下：恒生指数全年跌21.6%，恒生科技指数跌48%，创业板指、深指跌幅分别为14.8%和16.5%，沪指跌8%，纳斯达克指数也跌1.4%，法国股指大涨22.8%领涨主要股指表现，标普500涨13.4%，道指涨10.5%。牛年全年来看，港股表现最好的蓝筹是中国石油，牛年涨幅高达72.4%，李嘉诚旗下公司涨幅居前，长实集团涨38.7%，电能实业涨29.9%，长江基建集团涨21.1%。牛年表现最差蓝筹来看，海底捞重挫80%领跌蓝筹，阿里健康重挫78%，阿里、美团股价腰斩，小米跌超40%，腾讯跌37.6%。港股通个股来看，牛年涨幅最好的是具有钢铁概念的山东墨龙，涨幅超3倍，国货之光的特步国际涨幅286%，煤炭概念的兖煤能源也涨2倍以及绿电概念股涨幅居前，中广核新能源、华润电力、中国电力等涨幅翻倍，航运概念的中远海控、太平洋航运涨幅翻倍，氢概念的京城机电涨120%。港股通个股跌幅前20来看，深陷资金链危机的中国恒大跌幅89.6%领跌，恒大物业跌86%；双减新规下的教育股跌幅居前，思考乐教育跌89%，光正教育跌85%，新东方在线跌84%，天立教育跌81%；B类医药股遭资金抛售，心通医疗跌83%，药明巨诺跌78%，在线医疗的阿里健康、平安好医生重挫；餐饮股重挫，海底捞、呷哺呷哺跌超80%，颐海国际跌78%；内房偿债压力下，除了恒大，祥生控股跌81%，中国奥园跌77%；快手则是互联网公司中唯一一个跌幅超过70%的。港股春节期间股市安排：正月初四开市根据沪港深三地交易安排，1月31日（星期一）至2月6日（星期日）A股休市，2月7日（星期一）起照常开市。1月31日港股半日市，下午起休市三天半，2月4日（正月初四，星期五）港股开市一天，2月5号（星期六）、2月6号（星期日）为周末港股休市。此外，据沪深交易所，1月27日（星期四）至2月6日（星期日）不提供港股通服务，2月7日（星期一）起照常开通港股通服务。根据港交所安排，27日、28日北向正常交易，南向关闭，2月7日起北向、南向正常交易。机构展望2022年：港股有望底部重生兴证策略张忆东表示，中国港股2022年对于美股的动荡将逐步脱敏，有望迎来海外资金从其他新兴市场回归，维持2022年“港股反弹小牛市”的判断。港股作为“全球估值洼地”，基于中国稳经济的货币政策、财政政策发力以及中国房地产、互联网等产业政策环境边际改善，2022年港股将迎来内资和外资增持意愿的双重提升。中金策略认为，考虑到有利的政策环境和较低的估值水平，2022年港股市场可能是均值回归的一年。随着国内利好政策年初进一步发力，尤其是短期不确定性逐步消退后，我们对海外中资股前景依然保持积极，有望吸引更多资金流入。从技术角度来看，卖空成交比率攀升至历史相对高位，表明市场情绪也已经释放到一个较高位置，这往往是短期市场的底部信号。","news_type":1,"symbols_score_info":{"HSI":0,"HSCCI":0,"HSCEI":0,"HSTECH":0}},"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348029488,"gmtCreate":1617870598244,"gmtModify":1704704162565,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555405117779856","idStr":"3555405117779856"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FTCV\">$Fintech Acquisition Corp V(FTCV)$</a>?","listText":"<a href=\"https://laohu8.com/S/FTCV\">$Fintech Acquisition Corp V(FTCV)$</a>?","text":"$Fintech Acquisition Corp V(FTCV)$?","images":[{"img":"https://static.tigerbbs.com/9c7e4f63b50832ab707e6d1e741be8f7","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/348029488","isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":417068022165712,"gmtCreate":1742841969598,"gmtModify":1742958339262,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555405117779856","idStr":"3555405117779856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$美国超微公司(AMD)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$美国超微公司(AMD)$ </a>&nbsp;","text":"$美国超微公司(AMD)$","images":[{"img":"https://community-static.tradeup.com/news/65d3e6ae84e719c047e2223e07aed3b3","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/417068022165712","isVote":1,"tweetType":1,"viewCount":1367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9916330977,"gmtCreate":1664506641099,"gmtModify":1676537468149,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555405117779856","idStr":"3555405117779856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AXP\">$美国运通(AXP)$</a>[冷漠]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AXP\">$美国运通(AXP)$</a>[冷漠]&nbsp;","text":"$美国运通(AXP)$[冷漠]","images":[{"img":"https://community-static.tradeup.com/news/548a9a7d6c8c2a088881e07d9952d7f3","width":"720","height":"1430"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916330977","isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9092292235,"gmtCreate":1644630313081,"gmtModify":1676533948243,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555405117779856","idStr":"3555405117779856"},"themes":[],"htmlText":"🤥","listText":"🤥","text":"🤥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092292235","repostId":"2210450635","repostType":4,"repost":{"id":"2210450635","kind":"highlight","pubTimestamp":1644578100,"share":"https://ttm.financial/m/news/2210450635?lang=en_US&edition=fundamental","pubTime":"2022-02-11 19:15","market":"hk","language":"zh","title":"Interpretation | How likely is the Fed's rate hike of 50 basis points in March?","url":"https://stock-news.laohu8.com/highlight/detail?id=2210450635","media":"华尔街见闻","summary":"摘要：鲍威尔最终的目标是实现经济软着陆，过快的升息可能向市场释放恐慌信号，并加剧外界对央行在控制通胀方面过于落后的批评。在美国1月CPI数据爆表后，市场正热烈讨论美联储是否会加速升息，在3月加息50个","content":"<p><html><head></head><body>Abstract: Powell's ultimate goal is to achieve a soft landing of the economy. Raising interest rates too quickly may send a panic signal to the market and intensify criticism that the central bank is too lagging behind in controlling inflation. After the U.S. CPI data in January exploded, the market is heatly discussing whether the Federal Reserve will accelerate interest rate hikes, with a rate hike of 50 basis points in March.</p><p>After the January inflation data was released, St. Louis Fed President James Bullard publicly expressed his hope to accelerate interest rate hikes:</p><p>I hope to see rate hike 100 basis points by July 1... I was already hawkish, but raised interest rate expectations significantly because I think that's what the committee should do. Brad emphasized,<b>Hopefully the Fed can rate hike 50 basis points soon</b>This will be the first time since 2000 that a meeting has decided on a rate hike of 50 basis points. But he also said that whether to rate hike 50 basis points in March has not yet been decided, and Powell's opinion will be listened to on the scale of rate hike.</p><p>After Bullard's speech, the 10-year U.S. bond yield rose. U.S. stocks rose above 2.05% in late trading, continuing to approach the top of 2.0578% on August 1, 2019. The 2-year U.S. bond yield jumped by more than 20 basis points during the day. U.S. stocks once rose above 1.60% in midday trading, a new high since January 2020.</p><p><img src=\"https://static.tigerbbs.com/8d51e294339f462452aa5fb91d28c77f\" tg-width=\"554\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/></p><p>Market expectations for the Federal Reserve to raise interest rates by 50 basis points in March also rose rapidly. CME group interest rate futures show that investors believe that the probability of a 50 basis point rate hike at the March FOMC meeting has risen to 60%.</p><p><img src=\"https://static.tigerbbs.com/d1b67dfc659516d183be4f588a8905b6\" tg-width=\"554\" tg-height=\"323\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Shout out the slogan of rate hike 7 times in 2022; There is a \"ghost story\" circulating in the market about the emergency interest rate hike at the extraordinary meeting in February.</p><p>However, some analysts pointed out that despite the explosion of inflation,<b>The Fed may still not be in a hurry to make rate hike before the March policy meeting, and the probability of a 50 basis point rate hike at the March policy meeting is not high.</b></p><p><b>Bloomberg analysis said that early emergency rate hike may send a panic signal to the market and intensify criticism that the central bank is too lagging behind in controlling inflation.</b>Federal Reserve Chairman Jerome Powell only predicted last month that the pace of U.S. price increases would slow later this year.</p><p>Rate hike before March will also affect the pace at which the Fed ends its asset purchase program-which will further impact the market.</p><p><b>Powell's ultimate goal is to achieve a soft landing of the economy. This means that the Federal Reserve needs to find a balance between the economic recession caused by rapid interest rate hikes and the expectation of interest rate hikes to control future prices.</b></p><p>There are also different voices among Fed officials on whether to advance rate hike.</p><p>Rate hike is \"not my preference,\" San Francisco Fed President Mary Daly said in an interview Thursday. The market has digested the withdrawal of easing policy, which has achieved the purpose of the Fed's message of policy tightening.</p><p></body></html></p>","source":"wallstreetcn_api","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>Interpretation | How likely is the Fed's rate hike of 50 basis points in March?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nInterpretation | How likely is the Fed's rate hike of 50 basis points in March?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-02-11 19:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: Powell's ultimate goal is to achieve a soft landing of the economy. Raising interest rates too quickly may send a panic signal to the market and intensify criticism that the central bank is too lagging behind in controlling inflation. After the U.S. CPI data in January exploded, the market is heatly discussing whether the Federal Reserve will accelerate interest rate hikes, with a rate hike of 50 basis points in March.</p><p>After the January inflation data was released, St. Louis Fed President James Bullard publicly expressed his hope to accelerate interest rate hikes:</p><p>I hope to see rate hike 100 basis points by July 1... I was already hawkish, but raised interest rate expectations significantly because I think that's what the committee should do. Brad emphasized,<b>Hopefully the Fed can rate hike 50 basis points soon</b>This will be the first time since 2000 that a meeting has decided on a rate hike of 50 basis points. But he also said that whether to rate hike 50 basis points in March has not yet been decided, and Powell's opinion will be listened to on the scale of rate hike.</p><p>After Bullard's speech, the 10-year U.S. bond yield rose. U.S. stocks rose above 2.05% in late trading, continuing to approach the top of 2.0578% on August 1, 2019. The 2-year U.S. bond yield jumped by more than 20 basis points during the day. U.S. stocks once rose above 1.60% in midday trading, a new high since January 2020.</p><p><img src=\"https://static.tigerbbs.com/8d51e294339f462452aa5fb91d28c77f\" tg-width=\"554\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/></p><p>Market expectations for the Federal Reserve to raise interest rates by 50 basis points in March also rose rapidly. CME group interest rate futures show that investors believe that the probability of a 50 basis point rate hike at the March FOMC meeting has risen to 60%.</p><p><img src=\"https://static.tigerbbs.com/d1b67dfc659516d183be4f588a8905b6\" tg-width=\"554\" tg-height=\"323\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Shout out the slogan of rate hike 7 times in 2022; There is a \"ghost story\" circulating in the market about the emergency interest rate hike at the extraordinary meeting in February.</p><p>However, some analysts pointed out that despite the explosion of inflation,<b>The Fed may still not be in a hurry to make rate hike before the March policy meeting, and the probability of a 50 basis point rate hike at the March policy meeting is not high.</b></p><p><b>Bloomberg analysis said that early emergency rate hike may send a panic signal to the market and intensify criticism that the central bank is too lagging behind in controlling inflation.</b>Federal Reserve Chairman Jerome Powell only predicted last month that the pace of U.S. price increases would slow later this year.</p><p>Rate hike before March will also affect the pace at which the Fed ends its asset purchase program-which will further impact the market.</p><p><b>Powell's ultimate goal is to achieve a soft landing of the economy. This means that the Federal Reserve needs to find a balance between the economic recession caused by rapid interest rate hikes and the expectation of interest rate hikes to control future prices.</b></p><p>There are also different voices among Fed officials on whether to advance rate hike.</p><p>Rate hike is \"not my preference,\" San Francisco Fed President Mary Daly said in an interview Thursday. The market has digested the withdrawal of easing policy, which has achieved the purpose of the Fed's message of policy tightening.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3651711\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{"SPY":"标普500ETF","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","BK4504":"桥水持仓",".IXIC":"NASDAQ Composite","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓"},"source_url":"https://wallstreetcn.com/articles/3651711","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210450635","content_text":"摘要：鲍威尔最终的目标是实现经济软着陆，过快的升息可能向市场释放恐慌信号，并加剧外界对央行在控制通胀方面过于落后的批评。在美国1月CPI数据爆表后，市场正热烈讨论美联储是否会加速升息，在3月加息50个基点。在1月通胀数据公布之后，美国圣路易斯联储主席布拉德（James Bullard）公开表示希望加速升息：我希望在7月1日之前看到加息100个基点……我本来就比较鹰派了，但还是大幅提高了利率预期，因为我认为这是委员会应该采取的行动。布拉德强调，希望美联储能够尽快加息50个基点，这将是2000年以来首次一次会议决定加息50个基点。但是他同时表示，3月是否加息50个基点还没有决定，在加息规模上将听从鲍威尔的意见。布拉德讲话后，10年期美债收益率走高，美股尾盘升至2.05%上方，继续逼近2019年8月1日顶部2.0578%，2年期美债收益率日内蹿升逾20个基点，美股午盘一度升至1.60%上方，创2020年1月以来新高。市场对于美联储3月升息50个基点的预期也迅速攀升。芝商所利率期货显示，投资者认为3月FOMC会议上加息50个基点的可能性已经上升至60%。高盛喊出2022年加息7次的口号；市场上更是流传着2月临时会议紧急升息的“鬼故事”。但有分析指出，尽管通胀爆表，美联储仍可能不急于在3月政策会议之前加息，3月政策会议加息50个基点的概率也不大。彭博分析表示，提前紧急加息可能向市场释放出恐慌信号，并加剧外界对央行在控制通胀方面过于落后的批评。而美联储主席鲍威尔上个月才预测，今年晚些时候美国价格上涨的步伐将放缓。3月之前的加息还将影响美联储结束资产购买计划的节奏——这将进一步对市场造成冲击。鲍威尔最终的目标是实现经济软着陆。这意味着美联储需要在快速升息导致的经济衰退和升息控制未来价格预期中寻找平衡点。对于是否提前加息，美联储官员内部也存在不同声音。旧金山联储主席玛丽戴利（Mary Daly）周四在接受采访时表示，加息“不是我的偏好”。市场已经消化了宽松政策的退出，这已达成美联储传达政策收紧信息的目的。","news_type":1,"symbols_score_info":{".IXIC":1,"SPY":1,".DJI":1}},"isVote":1,"tweetType":1,"viewCount":823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098489126,"gmtCreate":1644202365622,"gmtModify":1676533899197,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555405117779856","idStr":"3555405117779856"},"themes":[],"htmlText":"👏","listText":"👏","text":"👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098489126","repostId":"1129370833","repostType":4,"isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091501664,"gmtCreate":1643891240550,"gmtModify":1676533868213,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555405117779856","idStr":"3555405117779856"},"themes":[],"htmlText":"🥰","listText":"🥰","text":"🥰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091501664","repostId":"1121905464","repostType":4,"repost":{"id":"1121905464","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642411108,"share":"https://ttm.financial/m/news/1121905464?lang=en_US&edition=fundamental","pubTime":"2022-01-17 17:18","market":"us","language":"zh","title":"Reminder: List of closing arrangements for major markets during the Spring Festival holiday","url":"https://stock-news.laohu8.com/highlight/detail?id=1121905464","media":"老虎资讯综合","summary":"农历新年假期即将来临，部分交易所的开市和收市时间有所变动，敬请各位投资者密切留意。港股：2022年1月31日（星期一）半日交易，下午休市。2022年2月1日（星期二）至2月3日（星期四）休市。美股：","content":"<p><html><head></head><body>The Lunar New Year holiday is approaching, and the opening and closing times of some exchanges have changed. Investors are requested to pay close attention.<img src=\"https://static.tigerbbs.com/2aef2112c6fa0ba265b518492f29cb15\" tg-width=\"1080\" tg-height=\"1085\" referrerpolicy=\"no-referrer\"/></p><p><b>Hong Kong stocks:</b></p><p>Half-day trading on Monday, January 31, 2022, closed in the afternoon.</p><p>Closed from Tuesday, February 1 to Thursday, February 3, 2022.</p><p><b>US stocks:</b></p><p>Market open as usual.</p><p><b>A shares:</b></p><p>Closed from Monday, January 31 to Friday, February 4, 2022.</p><p><b>Australian stocks:</b></p><p>Market open as usual.</p><p><b>Singapore market:</b></p><p>Half-day trading on Monday, January 31, 2022, closed in the afternoon.</p><p>Closed from Tuesday, February 1 to Wednesday, February 2, 2022.</p><p><b>Hong Kong Stock Connect:</b></p><p>The Hong Kong Stock Connect service will not be provided from January 27 (Thursday) to February 4, 2022 (Friday).</p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>No service will be available from Monday, January 31 to Friday, February 4, 2022.</p><p>No service will be available from Monday, January 31 to Friday, February 4, 2022.</p><p></body></html></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>Reminder: List of closing arrangements for major markets during the Spring Festival holiday</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nReminder: List of closing arrangements for major markets during the Spring Festival holiday\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-01-17 17:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The Lunar New Year holiday is approaching, and the opening and closing times of some exchanges have changed. Investors are requested to pay close attention.<img src=\"https://static.tigerbbs.com/2aef2112c6fa0ba265b518492f29cb15\" tg-width=\"1080\" tg-height=\"1085\" referrerpolicy=\"no-referrer\"/></p><p><b>Hong Kong stocks:</b></p><p>Half-day trading on Monday, January 31, 2022, closed in the afternoon.</p><p>Closed from Tuesday, February 1 to Thursday, February 3, 2022.</p><p><b>US stocks:</b></p><p>Market open as usual.</p><p><b>A shares:</b></p><p>Closed from Monday, January 31 to Friday, February 4, 2022.</p><p><b>Australian stocks:</b></p><p>Market open as usual.</p><p><b>Singapore market:</b></p><p>Half-day trading on Monday, January 31, 2022, closed in the afternoon.</p><p>Closed from Tuesday, February 1 to Wednesday, February 2, 2022.</p><p><b>Hong Kong Stock Connect:</b></p><p>The Hong Kong Stock Connect service will not be provided from January 27 (Thursday) to February 4, 2022 (Friday).</p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>No service will be available from Monday, January 31 to Friday, February 4, 2022.</p><p>No service will be available from Monday, January 31 to Friday, February 4, 2022.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/752af43ca78e3ed4d3be0dbeaf4ea23c","relate_stocks":{"399001":"深证成指","399006":"创业板指","HSCCI":"红筹指数","HSI":"恒生指数",".DJI":"道琼斯",".SPX":"S&P 500 Index","000001.SH":"上证指数",".IXIC":"NASDAQ Composite","HSTECH":"恒生科技指数","STI.SI":"富时新加坡海峡指数","HSCEI":"国企指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121905464","content_text":"农历新年假期即将来临，部分交易所的开市和收市时间有所变动，敬请各位投资者密切留意。港股：2022年1月31日（星期一）半日交易，下午休市。2022年2月1日（星期二）至2月3日（星期四）休市。美股：照常开市。A股：2022年1月31日（星期一）至2月4日（星期五）休市。澳股：照常开市。新加坡市场：2022年1月31日（星期一）半日交易，下午休市。2022年2月1日（星期二）至2月2日（星期三）休市。港股通：2022年1月27日（星期四）至2月4日（星期五）不提供港股通服务。沪股通、深股通：2022年1月31日（星期一）至2月4日（星期五）不提供服务。2022年1月31日（星期一）至2月4日（星期五）不提供服务。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,".DJI":0.9,".SPX":0.9,"HSI":0.9,"STI.SI":0.9,"000001.SH":0.9,".IXIC":0.9,"HSTECH":0.9,"HSCCI":0.9,"HSCEI":0.9}},"isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096444060,"gmtCreate":1644453883364,"gmtModify":1676533928212,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555405117779856","idStr":"3555405117779856"},"themes":[],"htmlText":"👏👏👏","listText":"👏👏👏","text":"👏👏👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096444060","repostId":"1141472487","repostType":4,"repost":{"id":"1141472487","kind":"news","pubTimestamp":1644382505,"share":"https://ttm.financial/m/news/1141472487?lang=en_US&edition=fundamental","pubTime":"2022-02-09 12:55","market":"us","language":"zh","title":"Will the Fed eventually compromise? Rich people are hoarding cash ammunition to prepare for bottom-hunting","url":"https://stock-news.laohu8.com/highlight/detail?id=1141472487","media":"金十数据","summary":"他们相信，美联储今年尤其是在中期选举之前，不会激进加息，且最终可能不得不改变其超鹰派立场。瑞银全球财富管理（UBS Global Wealth Management）调查发现，高净值人士与企业主在股市","content":"<p><html><head></head><body>They believe that the Fed will not radical rate hike this year, especially before the mid-term elections, and may eventually have to change its ultra-hawkish stance.<a href=\"https://laohu8.com/S/UBS\">UBS</a>A survey by UBS Global Wealth Management found that high-net-worth individuals and business owners were hoarding cash frantically when the stock market plummeted and ahead of the rate hike cycle.</p><p>UBS Global Wealth surveyed 3,000 people with assets of at least US $1 million and 1,200 business owners with annual income of more than US $1 million from January 4 to January 24, among which<b>61% of respondents said their portfolio had more than 10% of cash and equivalents, compared with 59% at the beginning of 2021</b>。</p><p>High-net-worth individuals and enterprises increased their cash positions because of the record tightening of financial conditions and the volatility of stock and bond markets. For example, the S&P 500 index pulled back sharply by 12.4% last month, its worst start in more than a decade, but it has rebounded by 6% since January 24. The market bubble has partially disappeared, and stock prices are back to near pre-pandemic levels.</p><p><img src=\"https://static.tigerbbs.com/870e32d3dcd890f22af5a8d85e2200fe\" tg-width=\"816\" tg-height=\"311\" referrerpolicy=\"no-referrer\"/></p><p>There's also data showing that as investors prepare for an increasingly aggressive Fed, money is pouring into cash-based ETFs-which are considered relatively less vulnerable to interest rate risk. These ETFs focus primarily on ultra-short-term instruments such as Treasury bills, while dumping ETFs that track longer-term bonds, including those thought to mature in five years or less.</p><p>According to data compiled by foreign media, the $14 billion PIMCO enhanced short-term active ETF attracted nearly $900 million in capital inflows in a week, the best since trading began in 2009. Meanwhile, the $39 billion Vanguard short-term bond ETF suffered about $1.6 billion in divestments, the largest in three years.</p><p><img src=\"https://static.tigerbbs.com/15a03fcc4ac2b0ddcf0a46d77f542189\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p>In addition to increasing their cash reserves, respondents also indicated that they would apply for new mortgages, refinance existing mortgages, and use securities-backed loans before interest rates may rise.</p><p><b>According to the UBS report, respondents seem to be hoarding cash and ready to buy on dips (although smart money is still patiently watching).</b>。 The report says:</p><p>\"Against the backdrop of inflation and rate hike, investors are waiting for the'perfect time 'to invest in sectors such as healthcare and tech.\" Many respondents were nervous about the pace of tightening of the Fed's monetary policy. Short-term interest rates are being priced in 5-6 rate hike this year, and the rate hike in March could reach 50 basis points...</p><p><img src=\"https://static.tigerbbs.com/92fd773f287dd2fc41325788b5719897\" tg-width=\"815\" tg-height=\"461\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Strategist Cecilia Mariotti said in the latest strategic research report that the most hawkish period of asset pricing in history is coming.</p><p><img src=\"https://static.tigerbbs.com/1d24e7c7f97e16571af4ab6294ebcd65\" tg-width=\"801\" tg-height=\"663\" referrerpolicy=\"no-referrer\"/></p><p>However, Mariotti pointed out that although the stock market is under great pressure, the growth sector with longer duration is mainly affected. Value stocks still perform well, and cyclical stocks are not inferior to defensive stocks.</p><p><img src=\"https://static.tigerbbs.com/24b14fed04aa599f80e104a6eba89811\" tg-width=\"815\" tg-height=\"490\" referrerpolicy=\"no-referrer\"/></p><p><b>At present, the extreme monetary tightening expected by the market is consistent with 2014 and 2018, when the Federal Reserve changed its original hawkish stance on the grounds of \"financial stability\".</b></p><p><img src=\"https://static.tigerbbs.com/1e693c6b1e6e4fcc8f0d0cb0961cf129\" tg-width=\"816\" tg-height=\"496\" referrerpolicy=\"no-referrer\"/></p><p><b>This may be why investors are hoarding cash because they believe the Fed will not adopt an aggressive rate hike strategy as expected this year, especially ahead of the midterm elections, and the Fed may eventually have to change its ultra-hawkish stance.</b></p><p>The world's largest asset management institution<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>(BlackRock) also said a few days ago that investors' expectations for the magnitude of global central bank rate hike are too high, and the actual results may be more \"dovish\" than many people expected. Analysts at BlackRock Investment Institute led by Jean Boivin said in their latest report released on Monday:</p><p>\"We believe that central banks, although tough in their words, will eventually acknowledge that fighting inflation through sharp rate hike will be excessively costly for economic growth. That's why we believe the ultimate policy response will be dovish.\" BlackRock said it believes equities will continue to perform well, especially with a more \"dovish\" outlook for interest rates than many investors expect. Central banks may say that they are getting tough on inflation, but in reality, they are simply planning to return interest rates to levels that will still be below historical standards. Analysts at the bank wrote:</p><p>\"We will be moderately overweighting the stock market as the total expected rate hike remains low, but we will be prepared for future volatility. We think this will create opportunities for those with a long-term investment vision after a tough start to the year for risky assets.\" The UBS survey also showed that more than 80% of respondents believe<b>Biden administration needs to control inflation</b>。</p><p></body></html></p>","source":"jssj","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 the Fed eventually compromise? Rich people are hoarding cash ammunition to prepare for bottom-hunting</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: 12.5px; color: #7E829C; margin: 0;}\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 the Fed eventually compromise? Rich people are hoarding cash ammunition to prepare for bottom-hunting\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2022-02-09 12:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>They believe that the Fed will not radical rate hike this year, especially before the mid-term elections, and may eventually have to change its ultra-hawkish stance.<a href=\"https://laohu8.com/S/UBS\">UBS</a>A survey by UBS Global Wealth Management found that high-net-worth individuals and business owners were hoarding cash frantically when the stock market plummeted and ahead of the rate hike cycle.</p><p>UBS Global Wealth surveyed 3,000 people with assets of at least US $1 million and 1,200 business owners with annual income of more than US $1 million from January 4 to January 24, among which<b>61% of respondents said their portfolio had more than 10% of cash and equivalents, compared with 59% at the beginning of 2021</b>。</p><p>High-net-worth individuals and enterprises increased their cash positions because of the record tightening of financial conditions and the volatility of stock and bond markets. For example, the S&P 500 index pulled back sharply by 12.4% last month, its worst start in more than a decade, but it has rebounded by 6% since January 24. The market bubble has partially disappeared, and stock prices are back to near pre-pandemic levels.</p><p><img src=\"https://static.tigerbbs.com/870e32d3dcd890f22af5a8d85e2200fe\" tg-width=\"816\" tg-height=\"311\" referrerpolicy=\"no-referrer\"/></p><p>There's also data showing that as investors prepare for an increasingly aggressive Fed, money is pouring into cash-based ETFs-which are considered relatively less vulnerable to interest rate risk. These ETFs focus primarily on ultra-short-term instruments such as Treasury bills, while dumping ETFs that track longer-term bonds, including those thought to mature in five years or less.</p><p>According to data compiled by foreign media, the $14 billion PIMCO enhanced short-term active ETF attracted nearly $900 million in capital inflows in a week, the best since trading began in 2009. Meanwhile, the $39 billion Vanguard short-term bond ETF suffered about $1.6 billion in divestments, the largest in three years.</p><p><img src=\"https://static.tigerbbs.com/15a03fcc4ac2b0ddcf0a46d77f542189\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p>In addition to increasing their cash reserves, respondents also indicated that they would apply for new mortgages, refinance existing mortgages, and use securities-backed loans before interest rates may rise.</p><p><b>According to the UBS report, respondents seem to be hoarding cash and ready to buy on dips (although smart money is still patiently watching).</b>。 The report says:</p><p>\"Against the backdrop of inflation and rate hike, investors are waiting for the'perfect time 'to invest in sectors such as healthcare and tech.\" Many respondents were nervous about the pace of tightening of the Fed's monetary policy. Short-term interest rates are being priced in 5-6 rate hike this year, and the rate hike in March could reach 50 basis points...</p><p><img src=\"https://static.tigerbbs.com/92fd773f287dd2fc41325788b5719897\" tg-width=\"815\" tg-height=\"461\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Strategist Cecilia Mariotti said in the latest strategic research report that the most hawkish period of asset pricing in history is coming.</p><p><img src=\"https://static.tigerbbs.com/1d24e7c7f97e16571af4ab6294ebcd65\" tg-width=\"801\" tg-height=\"663\" referrerpolicy=\"no-referrer\"/></p><p>However, Mariotti pointed out that although the stock market is under great pressure, the growth sector with longer duration is mainly affected. Value stocks still perform well, and cyclical stocks are not inferior to defensive stocks.</p><p><img src=\"https://static.tigerbbs.com/24b14fed04aa599f80e104a6eba89811\" tg-width=\"815\" tg-height=\"490\" referrerpolicy=\"no-referrer\"/></p><p><b>At present, the extreme monetary tightening expected by the market is consistent with 2014 and 2018, when the Federal Reserve changed its original hawkish stance on the grounds of \"financial stability\".</b></p><p><img src=\"https://static.tigerbbs.com/1e693c6b1e6e4fcc8f0d0cb0961cf129\" tg-width=\"816\" tg-height=\"496\" referrerpolicy=\"no-referrer\"/></p><p><b>This may be why investors are hoarding cash because they believe the Fed will not adopt an aggressive rate hike strategy as expected this year, especially ahead of the midterm elections, and the Fed may eventually have to change its ultra-hawkish stance.</b></p><p>The world's largest asset management institution<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>(BlackRock) also said a few days ago that investors' expectations for the magnitude of global central bank rate hike are too high, and the actual results may be more \"dovish\" than many people expected. Analysts at BlackRock Investment Institute led by Jean Boivin said in their latest report released on Monday:</p><p>\"We believe that central banks, although tough in their words, will eventually acknowledge that fighting inflation through sharp rate hike will be excessively costly for economic growth. That's why we believe the ultimate policy response will be dovish.\" BlackRock said it believes equities will continue to perform well, especially with a more \"dovish\" outlook for interest rates than many investors expect. Central banks may say that they are getting tough on inflation, but in reality, they are simply planning to return interest rates to levels that will still be below historical standards. Analysts at the bank wrote:</p><p>\"We will be moderately overweighting the stock market as the total expected rate hike remains low, but we will be prepared for future volatility. We think this will create opportunities for those with a long-term investment vision after a tough start to the year for risky assets.\" The UBS survey also showed that more than 80% of respondents believe<b>Biden administration needs to control inflation</b>。</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/details/89735\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://xnews.jin10.com/details/89735","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141472487","content_text":"他们相信，美联储今年尤其是在中期选举之前，不会激进加息，且最终可能不得不改变其超鹰派立场。瑞银全球财富管理（UBS Global Wealth Management）调查发现，高净值人士与企业主在股市暴跌之际与加息周期到来之前疯狂囤积现金。瑞银全球财富在1月4日至1月24日对3000名拥有至少100万美元资产的人和1200名年收入在100万美元以上的企业主进行了调查，其中有61%的受访者表示其投资组合有超过10%的现金及等价物，而这一受访者比例在2021年初为59%。高净值人士和企业增加现金头寸，是因为金融状况出现了创纪录的紧缩，且引发了股市和债市的波动。如标普500指数上个月大幅回调12.4%，创逾十年来最差开局，不过自1月24日以来已经反弹6%。市场泡沫已经部分消失，股价回到了接近疫情前的水平。还有数据显示，随着投资者为日益激进的美联储做准备，资金正涌入现金类的ETF——这些ETF被认为相对不太容易受到利率风险的影响。这些ETF主要关注国库券等超短期工具，同时抛售追踪较长期债券的ETF，包括那些被认为在五年或更短时间内到期的短期债券。根据外媒汇编的数据，价值140亿美元的PIMCO增强型短期活跃ETF一周内吸引了近9亿美元的资金流入，为2009年开始交易以来最佳。与此同时，价值390亿美元的Vanguard短期债券ETF遭遇了约16亿美元的撤资，为三年来最大。除了增加现金储备之外，受访者还表示会申请新的抵押贷款，对现有抵押贷款进行再融资，且在利率可能上升之前利用证券支持贷款。瑞银报告认为，受访者似乎都在囤积现金，随时准备逢低买入（虽然聪明钱依然在耐心旁观）。报告称：“在通胀和加息的背景下，投资者正在等待投资医疗保健和科技等行业的‘最佳时机’。”许多受访者对美联储货币政策的收紧速度感到紧张。短期利率正在定价今年有5-6次加息，且3月份的加息幅度可能达到50个基点……高盛策略师塞西莉亚•马里奥蒂（Cecilia Mariotti）在最新的战略研究报告中称，有史以来最为鹰派的资产定价时期即将到来。但马里奥蒂指出，尽管股市承压较大，但受到影响的主要是久期较长的成长板块，价值股表现仍出色，周期股与防御性股相比也不逊色。目前市场所预期的极端货币紧缩力度与2014年和2018年相一致，这两个时期里美联储均以为了“金融稳定”为由改变其原本的鹰派立场。这或许就是投资者囤积现金的原因，因为他们相信美联储今年尤其是在中期选举之前，不会采取预期般激进的加息策略，且美联储最终可能不得不改变其超鹰派立场。全球最大资管机构贝莱德（BlackRock）日前也表示，投资者对全球央行加息幅度的预期过高，实际结果可能比许多人预期的更为“鸽派”。贝莱德投资研究所以Jean Boivin为首的分析师在周一发布的最新报告中说：“我们相信，各国央行虽然措辞强硬，但最终会承认，通过大幅加息来对抗通胀，将给经济增长带来过高的代价。这就是为什么我们认为最终的政策回应是温和的。”贝莱德表示，它认为股市将继续表现良好，尤其是在利率前景比许多投资者预期更为“温和”的情况下。各国央行可能会说，他们正在对通胀采取强硬措施，但实际上，他们只是计划将利率恢复到仍将低于历史标准的水平。该行分析师们写道：“我们将适度增持股市，因预期的加息总量仍较低，但我们将为未来的波动做好准备。我们认为，在今年风险资产遭遇艰难开局之后，这将为那些具有长期投资眼光的人创造机会。”瑞银的调查还显示，超过80%的受访者认为拜登政府需要控制通货膨胀。","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":304351807750456,"gmtCreate":1715339142568,"gmtModify":1715339146753,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555405117779856","idStr":"3555405117779856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RYDE\">$Ryde Group(RYDE)$ </a>&nbsp;","listText":"<a 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href=\"https://ttm.financial/S/T\">$美国电话电报(T)$</a>[财迷]&nbsp;","text":"$美国电话电报(T)$[财迷]","images":[{"img":"https://community-static.tradeup.com/news/1dcbb943b498a3ba61d4a5d8c3214fc4","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984363895","isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9982249187,"gmtCreate":1667193921350,"gmtModify":1676537874864,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555405117779856","idStr":"3555405117779856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FDX\">$联邦快递(FDX)$</a>[白眼]&nbsp;","listText":"<a href=\"https://ttm.financial/S/FDX\">$联邦快递(FDX)$</a>[白眼]&nbsp;","text":"$联邦快递(FDX)$[白眼]","images":[{"img":"https://community-static.tradeup.com/news/97271ee2e65971f74ec730506072493e","width":"720","height":"1190"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982249187","isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9096043415,"gmtCreate":1644275636913,"gmtModify":1676533906215,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555405117779856","idStr":"3555405117779856"},"themes":[],"htmlText":"🥶🥶🥶","listText":"🥶🥶🥶","text":"🥶🥶🥶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096043415","repostId":"2209370679","repostType":4,"isVote":1,"tweetType":1,"viewCount":865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098094743,"gmtCreate":1643961230188,"gmtModify":1676533876592,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555405117779856","idStr":"3555405117779856"},"themes":[],"htmlText":"😙","listText":"😙","text":"😙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098094743","repostId":"1129770228","repostType":4,"repost":{"id":"1129770228","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1643938394,"share":"https://ttm.financial/m/news/1129770228?lang=en_US&edition=fundamental","pubTime":"2022-02-04 09:33","market":"hk","language":"zh","title":"Plunged 1.1 trillion! The net worth of the world's top ten richest people has shrunk sharply, what's going on?","url":"https://stock-news.laohu8.com/highlight/detail?id=1129770228","media":"券商中国","summary":"时间，才是检验“股神”最重要的标准。2022年的第一个月，全球科技股遭遇一轮大跌，令全球最富有的10大富豪的财富总计缩水了1730亿美元（约合人民币11000亿元）。而“股神”沃伦·巴菲特的身家，却逆","content":"<p><html><head></head><body>Time is the most important criterion for testing the \"stock god\".</p><p>In the first month of 2022, global technology stocks suffered a sharp decline, which reduced the wealth of the world's top 10 richest people by a total of US $173 billion (about RMB 1.1 trillion). However, the net worth of \"stock god\" Warren Buffett bucked the trend and increased by US $2.39 billion to US $111.3 billion. He is the only one among the top 10 richest people in the world to achieve positive asset growth, surpassing Zuckerberg in one fell swoop and becoming the third richest man in the United States.</p><p>This is mainly related to the performance of Berkshire Hathaway at the helm. The cumulative increase in 2022 will reach 4.85%, significantly outperforming the US stock market during the same period. According to Berkshire's financial report, 68% of the company's fair value is concentrated in four companies in the United States: Apple (US $120.4 billion), Bank of America (US $31.3 billion), Coca-Cola (US $21.9 billion), American Express (US $183 billion), the performance in January 2022 was strong, all significantly outperforming the US stock market.</p><p>However, Casey Wood, the \"female version of Buffett\" who bets heavily on technology stocks, is not so lucky. Faced with the collective plunge in technology stocks, the cumulative decline of the ARKK fund under her management in 2022 has exceeded 26%, becoming the fund The worst start to the year in history.</p><p>Under the influence of the accelerated tightening of monetary policy by the world's major central banks, the three major U.S. stock indexes collectively fell sharply on Thursday. Among them, the Nasdaq fell nearly 4% intraday, and the metaverse giant Meta also set a new record of more than 230 billion U.S. dollars in market value evaporation in a single day. This also means that in February, the net worth of many rich people has further shrunk.</p><p><b>Buffett becomes the third richest man in the US</b></p><p>Under the expectation that the \"tide\" of the Federal Reserve will gradually recede, the global stock market will encounter turmoil in January 2022. In particular, the technology stocks in the US stock market have experienced a sharp pullback/retracement, which has caused the wealth of Silicon Valley rich people to shrink significantly.</p><p>According to the Bloomberg billionaire Index, due to the sharp drop in U.S. stocks in January 2022, the wealth of the world's top 10 richest people has shrunk by a total of US $173 billion (approximately RMB 1.1 trillion). Among them, Zuckerberg's net worth evaporated by US $15.2 billion in January this year, and the net worth of Elon Musk, the world's richest man, plummeted by US $54.1 billion; The net worth of Amazon founder Bezos has also shrunk by US $27.8 billion, and the total net worth has fallen to US $164 billion.</p><p><img src=\"https://static.tigerbbs.com/e3d96141f2a2c59a350732e2752cde28\" tg-width=\"1080\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image credit: Bloomberg</p><p>Since January 1, 2022, the total losses of the world's 500 richest people have reached US $635 billion. The main reason is that the Federal Reserve has continuously released signals from rate hike and shrinking balance sheet, resulting in a decline in risk appetite, and funds have continued to sell off highly valued technology stocks. At the same time, the U.S. inflation rate has reached its highest level in nearly 40 years.</p><p>But this does not seem to affect \"stock god\" Warren Buffett, who is the only TOP10 richest man who has achieved positive wealth growth this year. His net worth has surpassed Zuckerberg and become the third richest man in the United States.</p><p>According to Bloomberg data, in January 2022, Buffett's net worth bucked the trend and rose by US $2.39 billion to US $111.3 billion, ranking sixth on the Bloomberg Billionaires Index.</p><p>As of the close of trading on February 3, U.S. time, the stock price of Berkshire Hathaway's Class A shares was reported at US $472,500. Although it recorded a 1.45% decline that day, the stock price has also rebounded to near a record high. The cumulative increase in 2022 will reach 4.85%, significantly outperforming the U.S. stock market during the same period. At present, Berkshire's total market value has exceeded 700 billion US dollars.</p><p><img src=\"https://static.tigerbbs.com/97955cb8a298cc2662eadb8a01623f47\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Specific to Buffett's investment portfolio, according to Berkshire's 2021 third quarter report, about 68% of the total fair value is concentrated in four companies in the United States: Apple (US $120.4 billion), Bank of America (US $31.3 billion), Coca-Cola (US $21.9 billion) American Express (US $18.3 billion).</p><p>Since the beginning of this year, value stocks in the U.S. stock market have continued to outperform growth stocks, which has also boosted Buffett's wealth growth against the trend. According to Bloomberg statistics, since the beginning of this year, the performance of value stocks has significantly surpassed that of technology companies and the S&P 500 Index, with a decline of 4.2%. During the same period, the S&P and technology stocks fell by 9.2% and 15% respectively.</p><p><b>Buffett's \"ballast stone\"</b></p><p>In fact, it is not difficult to see from Berkshire Hatha's investment portfolio that Apple, the largest holding, has become the ballast stone of the company's assets.</p><p>Stimulated by performance that exceeded expectations, Apple's stock price continued to rebound. It once rose nearly 7% in a single day, the largest increase in a year and a half, and once again approached a record high. On the latest closing day, its stock price fell 1.67%, with a total market value of US $2.8 trillion, a decline of 2.63% this year, outperforming the 11.29% decline of the Nasdaq index during the year.</p><p><img src=\"https://static.tigerbbs.com/977d1e3781a141d94c78d19ea922f426\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>According to the latest financial report disclosed by Apple, Apple's revenue in the first quarter of fiscal year 2022 (the fourth quarter of 2021) reached US $124 billion, a year-on-year increase of 11.3%, exceeding Bloomberg's consensus forecast of US $119.1 billion, the highest in history. Single quarter revenue; Net profit reached US $34.63 billion, a year-on-year increase of 20%.</p><p>In this fiscal quarter, sales in all Apple businesses except iPad exceeded expectations, and iPhones, Mac computers, wearable devices and services all hit new highs.</p><p>According to data from Canalys, Apple's smartphone shipments in the fourth quarter of 2021 accounted for 22% of the global total, ranking first in the world. In the Chinese market, according to Counerpoint data, Apple also returned to the first place in the market in the fourth quarter of last year.</p><p>It is worth mentioning that in the fourth quarter of 2021, Apple's gross profit margin reached 43.8%, a year-on-year increase of 4pct, exceeding Bloomberg's consensus forecast (41.9%). Among them, the gross profit margin of Apple's software business has increased to 72.4%, which has stabilized at a level of more than 70%. The most noteworthy thing is that in terms of the gross profit margin of the hardware business, the gross profit margin of Apple's hardware business reached 38.4% this quarter, and Apple's hardware side has once again exceeded the 38% mark in the past six years.</p><p>Looking back at historical data, Buffett first bought Apple stock in 2016. Since then, he has firmly held it all the way and continued to increase his position. He currently holds a total of 887 million Apple shares, exceeding 5% of Apple's outstanding shares. Since 2016, Apple's stock price has increased by more than 600%. At present, among all investment assets of Berkshire Hathaway, the value of Apple's equity has accounted for 40%, which has also provided Berkshire Hathaway's stock price for a long time. strong support.</p><p>Buffett once introduced the logic of buying Apple in detail: because it is an indisputable fact that millions of users can't live without Apple, Apple has hundreds of millions of users with purchasing power, and they can use the iPhone to trade, learn or do other things. Things, this has become their living habit.</p><p>In addition, Berkshire's other three heavyweight stocks: Bank of America, Coca-Cola, and American Express have also significantly outperformed the U.S. stock market since 2022, with increases of 5.4%, 3.3%, and 12.9% respectively during the year.</p><p><b>\"Female Buffett\" suffered the worst start</b></p><p>\"You don't know who is swimming naked until the tide recedes\".</p><p>Casey Wood, the \"Queen of Technology\" and \"female version of Buffett\" once sought after by Wall Street, suffered the worst start in 2022.</p><p>Since the beginning of 2022, Wood's flagship fund, the Ark Innovation ETF (ARKK), has experienced a violent pullback/retracement. After the Federal Reserve continuously released signals from rate hike and shrinking balance sheet, U.S. technology stocks plummeted across the board, and almost all the funds managed by Wood bet heavily on technology stocks, which naturally suffered heavy losses. ARKK once plummeted by more than 7% in a single day, setting a record. The largest single-day drop since its establishment.</p><p>So far, ARKK's cumulative decline in 2022 has exceeded 26%, which is the worst annual start in the fund's history.</p><p><img src=\"https://static.tigerbbs.com/8168976b9a0dd261740308ff118b8ee1\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>On the evening of January 28, the transaction price of ARKK once hit US $64.35. Compared with the high point set on February 15 last year (US $158.823), the cumulative decline exceeded 59%, which has been cut in half. Investors who have been holding the fund have suffered heavy losses.</p><p>Faced with such dismal performance, funds are abandoning the \"female version of Buffett\". According to data from FactSet, due to poor performance since 2022, ARKK once experienced a net outflow of $280 million. However, after the continuous decline, some bargain-hunting funds emerged. On January 31, investors invested nearly US $294 million in the Ark Innovation ETF (ARKK), allowing the fund to achieve a net inflow.</p><p>In fact, market funds have begun to flee from the \"female version of Buffett\" in 2021. In the second half of 2021, the cumulative net loss of ETF assets under management invested by Ark Investment is close to US $2 billion, the net outflow of ARKG funds exceeds US $1 billion, and the net outflow of ARKK funds is close to US $900 million.</p><p>This has also brought tremendous pressure to the \"female version of Buffett\". In an interview, he publicly stated that he has never experienced such a period when the market continues to rise, but the strategy of Ark Investment is falling. He will conduct self-reflection and ask yourself 'Are you missing something?'.</p><p>In its heyday, the total scale of Ark Investment Management managed by Wood once exceeded US $50 billion (approximately RMB 323.3 billion), ranking among the top camp on Wall Street.</p><p>How lonely you are now, how brilliant you once were. In 2020, Ark Investment, which is in charge of Wood, is almost the hottest fund company in the world. Among them, the highest return rate of ARKK fund in 2020 was close to 200%, becoming one of the ten best-performing U.S. ETF funds in 2020. Wood As a result, he won the title of \"female version of Buffett\" and \"Queen of Technology\", and was held on the \"altar\" of Wall Street.</p><p></body></html></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>Plunged 1.1 trillion! The net worth of the world's top ten richest people has shrunk sharply, what's going on?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nPlunged 1.1 trillion! The net worth of the world's top ten richest people has shrunk sharply, what's going on?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time smaller\">2022-02-04 09:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Time is the most important criterion for testing the \"stock god\".</p><p>In the first month of 2022, global technology stocks suffered a sharp decline, which reduced the wealth of the world's top 10 richest people by a total of US $173 billion (about RMB 1.1 trillion). However, the net worth of \"stock god\" Warren Buffett bucked the trend and increased by US $2.39 billion to US $111.3 billion. He is the only one among the top 10 richest people in the world to achieve positive asset growth, surpassing Zuckerberg in one fell swoop and becoming the third richest man in the United States.</p><p>This is mainly related to the performance of Berkshire Hathaway at the helm. The cumulative increase in 2022 will reach 4.85%, significantly outperforming the US stock market during the same period. According to Berkshire's financial report, 68% of the company's fair value is concentrated in four companies in the United States: Apple (US $120.4 billion), Bank of America (US $31.3 billion), Coca-Cola (US $21.9 billion), American Express (US $183 billion), the performance in January 2022 was strong, all significantly outperforming the US stock market.</p><p>However, Casey Wood, the \"female version of Buffett\" who bets heavily on technology stocks, is not so lucky. Faced with the collective plunge in technology stocks, the cumulative decline of the ARKK fund under her management in 2022 has exceeded 26%, becoming the fund The worst start to the year in history.</p><p>Under the influence of the accelerated tightening of monetary policy by the world's major central banks, the three major U.S. stock indexes collectively fell sharply on Thursday. Among them, the Nasdaq fell nearly 4% intraday, and the metaverse giant Meta also set a new record of more than 230 billion U.S. dollars in market value evaporation in a single day. This also means that in February, the net worth of many rich people has further shrunk.</p><p><b>Buffett becomes the third richest man in the US</b></p><p>Under the expectation that the \"tide\" of the Federal Reserve will gradually recede, the global stock market will encounter turmoil in January 2022. In particular, the technology stocks in the US stock market have experienced a sharp pullback/retracement, which has caused the wealth of Silicon Valley rich people to shrink significantly.</p><p>According to the Bloomberg billionaire Index, due to the sharp drop in U.S. stocks in January 2022, the wealth of the world's top 10 richest people has shrunk by a total of US $173 billion (approximately RMB 1.1 trillion). Among them, Zuckerberg's net worth evaporated by US $15.2 billion in January this year, and the net worth of Elon Musk, the world's richest man, plummeted by US $54.1 billion; The net worth of Amazon founder Bezos has also shrunk by US $27.8 billion, and the total net worth has fallen to US $164 billion.</p><p><img src=\"https://static.tigerbbs.com/e3d96141f2a2c59a350732e2752cde28\" tg-width=\"1080\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image credit: Bloomberg</p><p>Since January 1, 2022, the total losses of the world's 500 richest people have reached US $635 billion. The main reason is that the Federal Reserve has continuously released signals from rate hike and shrinking balance sheet, resulting in a decline in risk appetite, and funds have continued to sell off highly valued technology stocks. At the same time, the U.S. inflation rate has reached its highest level in nearly 40 years.</p><p>But this does not seem to affect \"stock god\" Warren Buffett, who is the only TOP10 richest man who has achieved positive wealth growth this year. His net worth has surpassed Zuckerberg and become the third richest man in the United States.</p><p>According to Bloomberg data, in January 2022, Buffett's net worth bucked the trend and rose by US $2.39 billion to US $111.3 billion, ranking sixth on the Bloomberg Billionaires Index.</p><p>As of the close of trading on February 3, U.S. time, the stock price of Berkshire Hathaway's Class A shares was reported at US $472,500. Although it recorded a 1.45% decline that day, the stock price has also rebounded to near a record high. The cumulative increase in 2022 will reach 4.85%, significantly outperforming the U.S. stock market during the same period. At present, Berkshire's total market value has exceeded 700 billion US dollars.</p><p><img src=\"https://static.tigerbbs.com/97955cb8a298cc2662eadb8a01623f47\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Specific to Buffett's investment portfolio, according to Berkshire's 2021 third quarter report, about 68% of the total fair value is concentrated in four companies in the United States: Apple (US $120.4 billion), Bank of America (US $31.3 billion), Coca-Cola (US $21.9 billion) American Express (US $18.3 billion).</p><p>Since the beginning of this year, value stocks in the U.S. stock market have continued to outperform growth stocks, which has also boosted Buffett's wealth growth against the trend. According to Bloomberg statistics, since the beginning of this year, the performance of value stocks has significantly surpassed that of technology companies and the S&P 500 Index, with a decline of 4.2%. During the same period, the S&P and technology stocks fell by 9.2% and 15% respectively.</p><p><b>Buffett's \"ballast stone\"</b></p><p>In fact, it is not difficult to see from Berkshire Hatha's investment portfolio that Apple, the largest holding, has become the ballast stone of the company's assets.</p><p>Stimulated by performance that exceeded expectations, Apple's stock price continued to rebound. It once rose nearly 7% in a single day, the largest increase in a year and a half, and once again approached a record high. On the latest closing day, its stock price fell 1.67%, with a total market value of US $2.8 trillion, a decline of 2.63% this year, outperforming the 11.29% decline of the Nasdaq index during the year.</p><p><img src=\"https://static.tigerbbs.com/977d1e3781a141d94c78d19ea922f426\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>According to the latest financial report disclosed by Apple, Apple's revenue in the first quarter of fiscal year 2022 (the fourth quarter of 2021) reached US $124 billion, a year-on-year increase of 11.3%, exceeding Bloomberg's consensus forecast of US $119.1 billion, the highest in history. Single quarter revenue; Net profit reached US $34.63 billion, a year-on-year increase of 20%.</p><p>In this fiscal quarter, sales in all Apple businesses except iPad exceeded expectations, and iPhones, Mac computers, wearable devices and services all hit new highs.</p><p>According to data from Canalys, Apple's smartphone shipments in the fourth quarter of 2021 accounted for 22% of the global total, ranking first in the world. In the Chinese market, according to Counerpoint data, Apple also returned to the first place in the market in the fourth quarter of last year.</p><p>It is worth mentioning that in the fourth quarter of 2021, Apple's gross profit margin reached 43.8%, a year-on-year increase of 4pct, exceeding Bloomberg's consensus forecast (41.9%). Among them, the gross profit margin of Apple's software business has increased to 72.4%, which has stabilized at a level of more than 70%. The most noteworthy thing is that in terms of the gross profit margin of the hardware business, the gross profit margin of Apple's hardware business reached 38.4% this quarter, and Apple's hardware side has once again exceeded the 38% mark in the past six years.</p><p>Looking back at historical data, Buffett first bought Apple stock in 2016. Since then, he has firmly held it all the way and continued to increase his position. He currently holds a total of 887 million Apple shares, exceeding 5% of Apple's outstanding shares. Since 2016, Apple's stock price has increased by more than 600%. At present, among all investment assets of Berkshire Hathaway, the value of Apple's equity has accounted for 40%, which has also provided Berkshire Hathaway's stock price for a long time. strong support.</p><p>Buffett once introduced the logic of buying Apple in detail: because it is an indisputable fact that millions of users can't live without Apple, Apple has hundreds of millions of users with purchasing power, and they can use the iPhone to trade, learn or do other things. Things, this has become their living habit.</p><p>In addition, Berkshire's other three heavyweight stocks: Bank of America, Coca-Cola, and American Express have also significantly outperformed the U.S. stock market since 2022, with increases of 5.4%, 3.3%, and 12.9% respectively during the year.</p><p><b>\"Female Buffett\" suffered the worst start</b></p><p>\"You don't know who is swimming naked until the tide recedes\".</p><p>Casey Wood, the \"Queen of Technology\" and \"female version of Buffett\" once sought after by Wall Street, suffered the worst start in 2022.</p><p>Since the beginning of 2022, Wood's flagship fund, the Ark Innovation ETF (ARKK), has experienced a violent pullback/retracement. After the Federal Reserve continuously released signals from rate hike and shrinking balance sheet, U.S. technology stocks plummeted across the board, and almost all the funds managed by Wood bet heavily on technology stocks, which naturally suffered heavy losses. ARKK once plummeted by more than 7% in a single day, setting a record. The largest single-day drop since its establishment.</p><p>So far, ARKK's cumulative decline in 2022 has exceeded 26%, which is the worst annual start in the fund's history.</p><p><img src=\"https://static.tigerbbs.com/8168976b9a0dd261740308ff118b8ee1\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>On the evening of January 28, the transaction price of ARKK once hit US $64.35. Compared with the high point set on February 15 last year (US $158.823), the cumulative decline exceeded 59%, which has been cut in half. Investors who have been holding the fund have suffered heavy losses.</p><p>Faced with such dismal performance, funds are abandoning the \"female version of Buffett\". According to data from FactSet, due to poor performance since 2022, ARKK once experienced a net outflow of $280 million. However, after the continuous decline, some bargain-hunting funds emerged. On January 31, investors invested nearly US $294 million in the Ark Innovation ETF (ARKK), allowing the fund to achieve a net inflow.</p><p>In fact, market funds have begun to flee from the \"female version of Buffett\" in 2021. In the second half of 2021, the cumulative net loss of ETF assets under management invested by Ark Investment is close to US $2 billion, the net outflow of ARKG funds exceeds US $1 billion, and the net outflow of ARKK funds is close to US $900 million.</p><p>This has also brought tremendous pressure to the \"female version of Buffett\". In an interview, he publicly stated that he has never experienced such a period when the market continues to rise, but the strategy of Ark Investment is falling. He will conduct self-reflection and ask yourself 'Are you missing something?'.</p><p>In its heyday, the total scale of Ark Investment Management managed by Wood once exceeded US $50 billion (approximately RMB 323.3 billion), ranking among the top camp on Wall Street.</p><p>How lonely you are now, how brilliant you once were. In 2020, Ark Investment, which is in charge of Wood, is almost the hottest fund company in the world. Among them, the highest return rate of ARKK fund in 2020 was close to 200%, becoming one of the ten best-performing U.S. ETF funds in 2020. Wood As a result, he won the title of \"female version of Buffett\" and \"Queen of Technology\", and was held on the \"altar\" of Wall Street.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e075fbad8ca5b1d367e0cce50713828b","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129770228","content_text":"时间，才是检验“股神”最重要的标准。2022年的第一个月，全球科技股遭遇一轮大跌，令全球最富有的10大富豪的财富总计缩水了1730亿美元（约合人民币11000亿元）。而“股神”沃伦·巴菲特的身家，却逆势增长了23.9亿美元，达到1113亿美元，是全球前10大富豪中唯一一位实现资产正增长的，一举超越了扎克伯格，成为美国第三大富豪。这主要与其掌舵的伯克希尔哈撒韦的表现相关，2022年内的累计涨幅达4.85%，大幅跑赢同期的美股大盘。据伯克希尔的财报显示，该公司68%的公允价值都集中在美国的四家公司：苹果（1204亿美元）、美国银行（313亿美元）、可口可乐（219亿美元）美国运通（183亿美元），2022年1月表现坚挺，均明显跑赢了美股大盘。而重仓押注科技股的“女版巴菲特”凯西‧伍德却没有那么幸运，面对科技股的集体大跌，其管理的ARKK基金在2022年的累计跌幅已超过了26%，成为该基金史上最糟糕的年度开局表现。在全球主要央行加速收紧货币政策的影响下，周四美股三大指数集体大跌，其中纳指盘中跌幅接近4%，元宇宙巨头Meta也创下单日市值蒸发超2300亿美元的历史新纪录。这也意味着，进入2月份，多位富豪身家再进一步缩水。巴菲特跻身美国第三大富豪美联储的“潮水”逐渐退去的预期之下，全球股市于2022年1月遭遇动荡，尤其是美股的科技股出现了大幅回撤，使得硅谷富豪们的财富大幅缩水。据彭博亿万富翁指数(Bloomberg billionaire Index)显示，由于2022年1月的美股大跌，全球最富有的10大富豪的财富总计缩水了1730亿美元（约合人民币11000亿元）。其中，扎克伯格的身家今年1月蒸发了152亿美元，全球首富埃隆·马斯克身家更是暴跌了541亿美元；亚马逊创始人贝索斯的身家也缩水了278亿美元，总身家跌至1640亿美元。图片来源：彭博社自2022年1月1日以来，全球最富有的500人总计损失更是达到6350亿美元。主要原因是，美联储连续释放加息、缩表信号，导致实现风险偏好下降，资金对高估值的科技股进行了持续抛售，同时美国通胀率已达到了近40年来的最高水平。但这似乎并未影响到“股神”沃伦·巴菲特，其是唯一一个在今年取得财富正增长的TOP10富豪，身家已超越扎克伯格，成为了美国第三大富豪。据彭博社数据显示，2022年1月，巴菲特的身家逆势上涨了23.9亿美元，达到1113亿美元，排名彭博亿万富翁指数第六位。截止美国时间2月3日收盘，伯克希尔哈撒韦A类股股价报47.25万美元，尽管当日录得1.45%的跌幅，但股价也已回升至历史新高附近，2022年内的累计涨幅达4.85%，大幅跑赢同期的美股大盘，目前伯克希尔的总市值已经超过了7000亿美元。具体到巴菲特的投资组合，据伯克希尔的2021年三季报显示，大约68%的总公允价值集中在美国的四家公司：苹果公司（1204亿美元）、美国银行（313亿美元）、可口可乐（219亿美元）美国运通公司（183亿美元）。今年以来，美股的价值股持续跑赢成长股，这也助推了巴菲特的财富逆势增长。据彭博社统计，今年以来，价值股的表现明显超过科技公司、标普500指数，跌幅为4.2%，而同期内，标普和科技股的跌幅分别达9.2%、15%。巴菲特的“压舱石”其实，从伯克希尔哈撒的投资组合不难看出，第一大重仓股—苹果成为了该公司资产的压舱石。在业绩超预期的刺激下，苹果股价持续反弹，曾单日大涨近7%，创一年半最大涨幅，再度逼近历史新高。而在最新收盘日，其股价跌1.67%，总市值为2.8万亿美元，今年年内跌幅2.63%，跑赢了纳斯达克指数年内11.29%的跌幅。据苹果披露的最新财报显示，2022财年第一季度（2021年第四季度）苹果的营收达1240亿美元，同比增长11.3%，超彭博一致预期的1191亿美元，为有史以来最高的单季营收；净利润达346.3亿美元，同比增长20%。这一财季，除iPad外，苹果所有业务的销售额均超预期，iPhone、Mac电脑、可穿戴设备和服务都创出新高。Canalys的数据显示，苹果在2021年第四季度的智能手机出货量占到全球总量的22%，全球第一。在中国市场，据Counerpoint的数据，苹果也在去年第四季度重回市场第一。值得一提的是，2021年第四季度苹果公司毛利率达43.8%，同比增长4pct，超过彭博一致预期（41.9%）。其中，苹果公司软件业务毛利率提升至72.4%，已经站稳70%以上的水位。而最引入注意的是，在硬件业务毛利率，苹果硬件业务本季度毛利率达到了38.4%，苹果公司硬件端近6年来再次突破38%的大关。回顾历史数据，巴菲特首次买入苹果股票的时间点是2016年，此后一路坚定持有，并不断加仓，目前一共持有8.87亿股苹果股票，超过了苹果流通股份的5%。自2016年至今，苹果股价累计涨幅超过600%，目前在伯克希尔哈撒韦的全部投资资产中，苹果股权的价值已经占到了40%，这也长期给伯克希尔哈撒的股价提供了有力的支撑。巴菲特曾经详细介绍过买入苹果的逻辑：因为成千上百万的用户离不开苹果是不争的事实，苹果拥有数以亿计有购买力的用户，他们可以用iPhone来交易、学习或者干其他的事情，这已经成为了他们的生活习惯。另外，伯克希尔的其他3只重仓股：美国银行、可口可乐、美国运通在2022年以来也都明显跑赢了美股大盘，年内涨幅分别达5.4%、3.3%、12.9%。“女版巴菲特”遭遇最惨开局“潮水退去才知道谁在裸泳”。曾经被华尔街追捧的“科技女皇”、“女版巴菲特”凯西‧伍德，于2022年遭遇了最惨烈开局。2022开年以来，伍德管理的旗舰基金方舟创新ETF(ARKK)出现了剧烈回撤。在美联储连续释放加息、缩表信号后，美股科技股全线暴跌，而伍德管理的基金几乎都是重仓押注科技股，自然损失惨重，ARKK曾出现了单日暴跌超7%的，创出成立以来单日最大跌幅。截止目前，ARKK在2022年的累计跌幅已超过了26%，为该基金史上最糟糕的年度开局表现。1月28日晚间，ARKK的成交价一度触及64.35美元，相比去年2月15日创下的高点（158.823美元），累计跌幅超59%，已经遭遇腰斩，一直坚持持有该基金的投资者损失惨重。面对如此惨淡的业绩，资金正在抛弃“女版巴菲特”。据FactSet的数据显示，由于2022年以来的表现不佳，ARKK一度出现了2.8亿美元的净流出。但在遭遇持续下跌之后，涌现出了一些抄底资金，1月31日，投资者向方舟创新ETF（ARKK）投入了近2.94亿美元，使得该基金实现了净流入。其实，市场资金于2021年已经开始逃离“女版巴菲特。2021年下半年，方舟投资的ETF管理资产累计净流失接近20亿美元，ARKG资金净流出超过10亿美元，ARKK资金净流出接近9亿美元。这也给“女版巴菲特”带来了巨大的压力，其在一次采访中公开表示，从来没有经历过这样一个市场不断上涨，而方舟投资的策略却在下跌的时期，会进行自我反省，问自己‘是不是错过了什么？’。在鼎盛时期，伍德掌管的方舟投资管理总规模一度突破500亿美元（约合人民币3233亿元），跻身华尔街顶流阵营。如今有多落寞，曾经就有多辉煌。2020年，伍德掌管的方舟投资几乎是全球最炙手可热的基金公司，其中ARKK基金于2020年的年内最高回报率一度接近200%，成为了2020年表现最佳的十支美国ETF基金之一，伍德也因此获得了“女版巴菲特”、“科技女皇”的称号，被捧上华尔街“神坛”。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}