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一大片天空

04-09

$阿里巴巴-W(09988)$

一大片天空

2021-05-11

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From Peak pullback/retracement 35%! "Sister Wood" 's ETF fell sharply again

一大片天空

2021-08-27

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Last night and this morning: Hawkish Fed suppresses risk appetite! U.S. stocks end winning streak

一大片天空

2021-08-25

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一大片天空

2024-09-04

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2024-01-22

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一大片天空

2024-01-16

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一大片天空

2022-12-29

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@经济观察报:山東、山西省委主要負責同志職務調整

一大片天空

2022-09-27

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@belling:凜冬已至，靜待蟄伏｜寫在9月FOMC之後

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2021-08-21

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@旭阳特别帅:22萬美金覆盤

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2021-06-17

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2021-06-15

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2021-06-12

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2021-06-10

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2021-06-09

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2021-06-07

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2021-06-06

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2021-06-04

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2021-06-03

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2021-06-02

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07:54","market":"hk","language":"zh","title":"Last night and this morning: Hawkish Fed suppresses risk appetite! U.S. stocks end winning streak","url":"https://stock-news.laohu8.com/highlight/detail?id=1119252074","media":"老虎资讯综合","summary":"摘要：①美股三大股指走势偏软，截至收盘，道指收跌0.54%；②热门中概股收盘多数走低，欢聚集团涨超6%；③杰克逊霍尔鹰派开局，卡普兰担心通胀上行催促下月公布计划，布拉德更进一步称应于一季度结束缩债；④","content":"<p>Abstract: ① The trend of the three major U.S. stock indexes is soft. As of the close, the Dow Jones Industrial Average closed down 0.54%; ② Most of the popular Chinese concept stocks closed lower, and Huanju Group rose more than 6%; ③ Jackson Hole hawks started, Kaplan was worried about rising inflation and urged the plan to be announced next month, and Bullard further said that the tapering should end in the first quarter; ④ XPeng Automobile's losses expanded due to the surge in R&D and sales expenses. Overseas Market</p><p><b>1. S&P and Nasdaq have slipped from record highs</b></p><p>On the occasion of the central bank's seminar in Jackson Hole on Thursday, several Federal Reserve officials favored tapering bond purchases, and the three major U.S. stock indexes were soft. Traders are also keeping an eye on the latest developments in Afghanistan, which adds to the market's risk aversion. As of the close, the Dow closed down 0.54%, the S&P 500 closed down 0.59%, and the Nasdaq closed down 0.64%.</p><p><b>2. Most popular Chinese concept stocks closed lower on Thursday<a href=\"https://laohu8.com/S/YY\">Huanju Group</a>Up more than 6%</b></p><p>Most popular Chinese concept stocks closed lower on Thursday, and Huanju Group rose more than 6%. Previously, it was reported that Huanju Group chairman Li Xueling and Xiaomi Group founder Lei Jun planned to privatize Huanju Times, with a valuation that may reach US $8 billion. Weibo rose 1.58%, JD.com rose 1.18%, Baidu fell 0.43%, NetEase fell 0.75%, Tencent ADR fell 1.53%, Pinduoduo fell 2.02%, and Alibaba fell 2.28%.</p><p><a href=\"https://laohu8.com/S/JWEL\">Juhao Mall</a>It rose more than 19%, and Wuxin Technology rose nearly 18%.<a href=\"https://laohu8.com/S/LKCO\">Luokung Technology</a>Up more than 15%,<a href=\"https://laohu8.com/S/DDL\">ding-dong</a>Maicai rose by more than 7%, TuSimple and Huanju Group rose by more than 6%,<a href=\"https://laohu8.com/S/EM\">Monster Charge</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Up more than 5%,<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Rose nearly 2%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/JOBS\">Worry-free Future</a>、<a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>、<a href=\"https://laohu8.com/S/CMCM\">Cheetah Mobile</a>Up more than 1%.</p><p><b>3. European stock markets closed down across the board</b></p><p>European stocks closed lower across the board on Thursday, echoing global market sentiment. Right now, investors are focusing on a central bank seminar in Jackson Hole, Wyoming, for clues on when the Federal Reserve will begin to slow down its $120 billion a month bond purchase. The pan-European Stoxx 600 index closed down 0.32%. Among them, basic resource stocks led the decline, down 1.5%, while media stocks bucked the market and rose 0.5%.</p><p><b>4. The two major crude oil futures closed down, ending three days of consecutive positive days</b></p><p>The situation in Afghanistan continues to be volatile, exacerbating the market's risk aversion sentiment. Oil prices failed to extend their gains since the previous three trading days. As of the close, U.S. WTI crude oil futures for October closed down 94 cents, or 1.37%, at $67.42 per barrel; Brent October futures closed down $1.18, or 1.63%, at $71.07 a barrel.</p><p><b>5. Bulls are not afraid of the Fed's \"hawk\" sound. Gold once approached the 1800 mark</b></p><p>Spot gold stabilized after a sharp pullback and the dollar strengthened as investors looked forward to the Federal Reserve's stance in favor of tapering economic support at the Jackson Hole symposium.</p><p>In late trading in the U.S. market, spot gold closed at $1,792.44 per ounce, up $1.44 or 0.08%, with an intraday high of $1,798.26 per ounce and a low of $1,779.97 per ounce.</p><p>International macro</p><p><b>Investors are rushing to increase defensive hedges even as the S&P 500 hits record highs in August</b></p><p>The S&P 500 has closed at a record high for 10 days in August, but strategists are divided on the market outlook. No wonder some investors are adding defensive hedges. The cost of three-month put options relative to call options on the S&P 500 has been rising since the end of June and is already above the five-year average.</p><p><b>U.S. GDP growth slightly revised up to 6.6% in the second quarter to reflect stronger business investment and exports</b></p><p>U.S. economic growth was revised slightly upward in the second quarter, reflecting stronger business investment and exports than initially estimated. Data released by the U.S. Commerce Department on Thursday showed that inflation-adjusted gross domestic product (GDP) grew at an annualized rate of 6.6% in the second quarter, compared with the initial value of 6.5%. Consumer spending rose 11.9%.</p><p><b>Despite the risk of the Delta epidemic, the two main hawks of the Fed call for an early start of tapering</b></p><p>On the eve of the Federal Reserve's annual Jackson Hole symposium, two key hawkish members of the Fed urged policymakers to act quickly to slow down the pace of asset purchases despite the risks posed by the Delta strain-related outbreak.</p><p>Kansas City Fed President Esther George said in an interview late Wednesday: \"I don't think this changes my personal considerations, which means that given the progress we have seen so far, now is the time to start making these adjustments.\"</p><p><b>The day before Powell's heavy speech, the hawks of the Federal Reserve put pressure on them: reduce QE!</b></p><p>On Thursday, the day before Federal Reserve Chairman Powell's heavy speech in Jackson Hole, several hawkish officials of the Federal Reserve delivered speeches. The core point was that the Federal Reserve was going to reduce QE. Even though the Delta virus epidemic is severe now, its impact on the economy has not yet been seen.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2162501510\" target=\"_blank\"><b>Apple launches \"News Partner Program\" to cut the subscription share given to Apple by news publishers by half to 15%</b></a></p><p>News publishers participating in Apple News will be eligible to reduce the share of in-app subscriptions handed to Apple for the first year from 30% to 15%, Apple announced Thursday. The \"News Partner Program\" will require news publishers to agree to provide their published content in the preferred way for Apple News. According to the requirements, news publishers will also need to provide raw data and information related to the news. News publishers on Apple News also need to be industry authorities, and they can apply to join the program on Apple's website starting Thursday.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2162101815\" target=\"_blank\"><b>Forbes announces merger with SPAC to list on the New York Stock Exchange by the end of the year</b></a></p><p>According to reports, Forbes Media, a long-established American business news and information publisher, announced today that it plans to go public through a merger with a \"special purpose acquisition company\". Forbes said it will merge with Magnum Opus. After tax benefits, the deal is worth the company approximately $630 million (enterprise value). The deal is expected to close late in the fourth quarter of this year or early in the first quarter of next year.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2162109007\" target=\"_blank\"><b>Facebook fined more than 6 billion won in South Korea</b></a></p><p>According to South Korea's KBS website, South Korea's Personal Information Protection Commission decided on the 25th to impose a total fine of about 6.7 billion won (about 37.14 million yuan) on three companies, including Facebook and Netflix, and asked the three companies to take corrective measures. According to the Korea Personal Information Protection Commission, Facebook has the most illegal projects, totaling six.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2162097145\" target=\"_blank\"><b>Lordstown Motors appoints new CEO, share price soars more than 30%</b></a></p><p>Before the market opened on Thursday Eastern Time, electric truck start-up Lordstown Motors announced that Daniel Niinivaggi, the current chairman of Garrett Turbine, will serve as CEO of Lordstown. Boosted by this news, Lordstown's stock price rose by more than 30% after the opening.</p><p><b>5、</b><a href=\"https://laohu8.com/NW/2162333090\" target=\"_blank\"><b>XPeng's losses widen as R&D and sales expenses surge</b></a></p><p>Electric vehicle start-up XPeng Motor reported a wider-than-expected loss in the second quarter as research and development costs surged and expenses increased. The company announced that it had a net loss of 1.19 billion yuan (US $184 million) in the three months ended June 30, compared with a loss of 146 million yuan in the same period last year. According to the aggregated data, analysts expected a loss of 800 million yuan.</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2162219097\" target=\"_blank\"><b>Rift between giants: Google has to pay $15 billion this year to lock in the default search engine of Apple devices</b></a></p><p>Toni Sacconaghi, an analyst at investment bank Bernstein, said in a research report released this week that according to the regulatory documents submitted by Apple and the analysis of Google's traffic purchase payments, the \"purchase volume\" fee paid by Google to Apple in fiscal year 2020 reached US $10 billion, exceeding the previous expected US $8 billion; This year, this figure will reach US $15 billion, contributing 850 basis points to Apple's service business revenue growth and accounting for nearly 9% of the company's gross profit.</p><p><b>7、</b><a href=\"https://laohu8.com/NW/2162196740\" target=\"_blank\"><b>Dell's Q2 total net revenue increased 15% year-on-year, and adjusted EBITDA increased 7% year-on-year.</b></a></p><p>After the U.S. stock market closed on Thursday, August 26, Eastern Time,<a href=\"https://laohu8.com/S/DELL\">Dell</a>Announced its second quarter fiscal 2022 financial report. The financial report shows that the total net revenue in Q2 was US $26.122 billion, a year-on-year increase of 15%; Net profit was US $880 million, compared with US $1.099 billion in the same period last year; Diluted earnings per share were $1.05, compared with $1.37 in the same period last year. At the end of the second quarter of fiscal 2022, the residual fulfillment value (RPO) was $46 billion.</p><p><b>8、</b><a href=\"https://laohu8.com/NW/2162019696\" target=\"_blank\"><b>HP's Q3 revenue fell below expectations, and its stock price fell more than 2% after hours</b></a></p><p>After the U.S. stock market closed on August 26 (Thursday), Eastern Time,<a href=\"https://laohu8.com/S/HPQ\">Hewlett Packard</a>Announced its third quarter fiscal 2021 results. The financial report shows that Hewlett-Packard (HPQ.US) Q3 revenue was US $15.3 billion, a year-on-year increase of 7%, lower than market expectations of US $15.9 billion.</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>Last night and this morning: Hawkish Fed suppresses risk appetite! U.S. stocks end winning streak</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\">\nLast night and this morning: Hawkish Fed suppresses risk appetite! U.S. stocks end winning streak\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\">2021-08-27 07:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Abstract: ① The trend of the three major U.S. stock indexes is soft. As of the close, the Dow Jones Industrial Average closed down 0.54%; ② Most of the popular Chinese concept stocks closed lower, and Huanju Group rose more than 6%; ③ Jackson Hole hawks started, Kaplan was worried about rising inflation and urged the plan to be announced next month, and Bullard further said that the tapering should end in the first quarter; ④ XPeng Automobile's losses expanded due to the surge in R&D and sales expenses. Overseas Market</p><p><b>1. S&P and Nasdaq have slipped from record highs</b></p><p>On the occasion of the central bank's seminar in Jackson Hole on Thursday, several Federal Reserve officials favored tapering bond purchases, and the three major U.S. stock indexes were soft. Traders are also keeping an eye on the latest developments in Afghanistan, which adds to the market's risk aversion. As of the close, the Dow closed down 0.54%, the S&P 500 closed down 0.59%, and the Nasdaq closed down 0.64%.</p><p><b>2. Most popular Chinese concept stocks closed lower on Thursday<a href=\"https://laohu8.com/S/YY\">Huanju Group</a>Up more than 6%</b></p><p>Most popular Chinese concept stocks closed lower on Thursday, and Huanju Group rose more than 6%. Previously, it was reported that Huanju Group chairman Li Xueling and Xiaomi Group founder Lei Jun planned to privatize Huanju Times, with a valuation that may reach US $8 billion. Weibo rose 1.58%, JD.com rose 1.18%, Baidu fell 0.43%, NetEase fell 0.75%, Tencent ADR fell 1.53%, Pinduoduo fell 2.02%, and Alibaba fell 2.28%.</p><p><a href=\"https://laohu8.com/S/JWEL\">Juhao Mall</a>It rose more than 19%, and Wuxin Technology rose nearly 18%.<a href=\"https://laohu8.com/S/LKCO\">Luokung Technology</a>Up more than 15%,<a href=\"https://laohu8.com/S/DDL\">ding-dong</a>Maicai rose by more than 7%, TuSimple and Huanju Group rose by more than 6%,<a href=\"https://laohu8.com/S/EM\">Monster Charge</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Up more than 5%,<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Rose nearly 2%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/JOBS\">Worry-free Future</a>、<a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>、<a href=\"https://laohu8.com/S/CMCM\">Cheetah Mobile</a>Up more than 1%.</p><p><b>3. European stock markets closed down across the board</b></p><p>European stocks closed lower across the board on Thursday, echoing global market sentiment. Right now, investors are focusing on a central bank seminar in Jackson Hole, Wyoming, for clues on when the Federal Reserve will begin to slow down its $120 billion a month bond purchase. The pan-European Stoxx 600 index closed down 0.32%. Among them, basic resource stocks led the decline, down 1.5%, while media stocks bucked the market and rose 0.5%.</p><p><b>4. The two major crude oil futures closed down, ending three days of consecutive positive days</b></p><p>The situation in Afghanistan continues to be volatile, exacerbating the market's risk aversion sentiment. Oil prices failed to extend their gains since the previous three trading days. As of the close, U.S. WTI crude oil futures for October closed down 94 cents, or 1.37%, at $67.42 per barrel; Brent October futures closed down $1.18, or 1.63%, at $71.07 a barrel.</p><p><b>5. Bulls are not afraid of the Fed's \"hawk\" sound. Gold once approached the 1800 mark</b></p><p>Spot gold stabilized after a sharp pullback and the dollar strengthened as investors looked forward to the Federal Reserve's stance in favor of tapering economic support at the Jackson Hole symposium.</p><p>In late trading in the U.S. market, spot gold closed at $1,792.44 per ounce, up $1.44 or 0.08%, with an intraday high of $1,798.26 per ounce and a low of $1,779.97 per ounce.</p><p>International macro</p><p><b>Investors are rushing to increase defensive hedges even as the S&P 500 hits record highs in August</b></p><p>The S&P 500 has closed at a record high for 10 days in August, but strategists are divided on the market outlook. No wonder some investors are adding defensive hedges. The cost of three-month put options relative to call options on the S&P 500 has been rising since the end of June and is already above the five-year average.</p><p><b>U.S. GDP growth slightly revised up to 6.6% in the second quarter to reflect stronger business investment and exports</b></p><p>U.S. economic growth was revised slightly upward in the second quarter, reflecting stronger business investment and exports than initially estimated. Data released by the U.S. Commerce Department on Thursday showed that inflation-adjusted gross domestic product (GDP) grew at an annualized rate of 6.6% in the second quarter, compared with the initial value of 6.5%. Consumer spending rose 11.9%.</p><p><b>Despite the risk of the Delta epidemic, the two main hawks of the Fed call for an early start of tapering</b></p><p>On the eve of the Federal Reserve's annual Jackson Hole symposium, two key hawkish members of the Fed urged policymakers to act quickly to slow down the pace of asset purchases despite the risks posed by the Delta strain-related outbreak.</p><p>Kansas City Fed President Esther George said in an interview late Wednesday: \"I don't think this changes my personal considerations, which means that given the progress we have seen so far, now is the time to start making these adjustments.\"</p><p><b>The day before Powell's heavy speech, the hawks of the Federal Reserve put pressure on them: reduce QE!</b></p><p>On Thursday, the day before Federal Reserve Chairman Powell's heavy speech in Jackson Hole, several hawkish officials of the Federal Reserve delivered speeches. The core point was that the Federal Reserve was going to reduce QE. Even though the Delta virus epidemic is severe now, its impact on the economy has not yet been seen.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2162501510\" target=\"_blank\"><b>Apple launches \"News Partner Program\" to cut the subscription share given to Apple by news publishers by half to 15%</b></a></p><p>News publishers participating in Apple News will be eligible to reduce the share of in-app subscriptions handed to Apple for the first year from 30% to 15%, Apple announced Thursday. The \"News Partner Program\" will require news publishers to agree to provide their published content in the preferred way for Apple News. According to the requirements, news publishers will also need to provide raw data and information related to the news. News publishers on Apple News also need to be industry authorities, and they can apply to join the program on Apple's website starting Thursday.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2162101815\" target=\"_blank\"><b>Forbes announces merger with SPAC to list on the New York Stock Exchange by the end of the year</b></a></p><p>According to reports, Forbes Media, a long-established American business news and information publisher, announced today that it plans to go public through a merger with a \"special purpose acquisition company\". Forbes said it will merge with Magnum Opus. After tax benefits, the deal is worth the company approximately $630 million (enterprise value). The deal is expected to close late in the fourth quarter of this year or early in the first quarter of next year.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2162109007\" target=\"_blank\"><b>Facebook fined more than 6 billion won in South Korea</b></a></p><p>According to South Korea's KBS website, South Korea's Personal Information Protection Commission decided on the 25th to impose a total fine of about 6.7 billion won (about 37.14 million yuan) on three companies, including Facebook and Netflix, and asked the three companies to take corrective measures. According to the Korea Personal Information Protection Commission, Facebook has the most illegal projects, totaling six.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2162097145\" target=\"_blank\"><b>Lordstown Motors appoints new CEO, share price soars more than 30%</b></a></p><p>Before the market opened on Thursday Eastern Time, electric truck start-up Lordstown Motors announced that Daniel Niinivaggi, the current chairman of Garrett Turbine, will serve as CEO of Lordstown. Boosted by this news, Lordstown's stock price rose by more than 30% after the opening.</p><p><b>5、</b><a href=\"https://laohu8.com/NW/2162333090\" target=\"_blank\"><b>XPeng's losses widen as R&D and sales expenses surge</b></a></p><p>Electric vehicle start-up XPeng Motor reported a wider-than-expected loss in the second quarter as research and development costs surged and expenses increased. The company announced that it had a net loss of 1.19 billion yuan (US $184 million) in the three months ended June 30, compared with a loss of 146 million yuan in the same period last year. According to the aggregated data, analysts expected a loss of 800 million yuan.</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2162219097\" target=\"_blank\"><b>Rift between giants: Google has to pay $15 billion this year to lock in the default search engine of Apple devices</b></a></p><p>Toni Sacconaghi, an analyst at investment bank Bernstein, said in a research report released this week that according to the regulatory documents submitted by Apple and the analysis of Google's traffic purchase payments, the \"purchase volume\" fee paid by Google to Apple in fiscal year 2020 reached US $10 billion, exceeding the previous expected US $8 billion; This year, this figure will reach US $15 billion, contributing 850 basis points to Apple's service business revenue growth and accounting for nearly 9% of the company's gross profit.</p><p><b>7、</b><a href=\"https://laohu8.com/NW/2162196740\" target=\"_blank\"><b>Dell's Q2 total net revenue increased 15% year-on-year, and adjusted EBITDA increased 7% year-on-year.</b></a></p><p>After the U.S. stock market closed on Thursday, August 26, Eastern Time,<a href=\"https://laohu8.com/S/DELL\">Dell</a>Announced its second quarter fiscal 2022 financial report. The financial report shows that the total net revenue in Q2 was US $26.122 billion, a year-on-year increase of 15%; Net profit was US $880 million, compared with US $1.099 billion in the same period last year; Diluted earnings per share were $1.05, compared with $1.37 in the same period last year. At the end of the second quarter of fiscal 2022, the residual fulfillment value (RPO) was $46 billion.</p><p><b>8、</b><a href=\"https://laohu8.com/NW/2162019696\" target=\"_blank\"><b>HP's Q3 revenue fell below expectations, and its stock price fell more than 2% after hours</b></a></p><p>After the U.S. stock market closed on August 26 (Thursday), Eastern Time,<a href=\"https://laohu8.com/S/HPQ\">Hewlett Packard</a>Announced its third quarter fiscal 2021 results. The financial report shows that Hewlett-Packard (HPQ.US) Q3 revenue was US $15.3 billion, a year-on-year increase of 7%, lower than market expectations of US $15.9 billion.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119252074","content_text":"摘要：①美股三大股指走势偏软，截至收盘，道指收跌0.54%；②热门中概股收盘多数走低，欢聚集团涨超6%；③杰克逊霍尔鹰派开局，卡普兰担心通胀上行催促下月公布计划，布拉德更进一步称应于一季度结束缩债；④小鹏汽车因研发和销售费用激增亏损扩大 。\n\n海外市场\n1、标普、纳指自记录高位滑落\n周四在杰克逊霍尔举行的央行研讨会登场之际，数名美联储官员赞成缩减购债，美股三大股指走势偏软。交易员也在关注阿富汗局势的最新发展，这增加了市场的避险情绪。截至收盘，道指收跌0.54%，标普500指数收跌0.59%，纳指收跌幅0.64%。\n2、热门中概股周四收盘多数走低 欢聚集团涨超6%\n热门中概股周四收盘多数走低，欢聚集团涨超6%，此前报道称欢聚集团董事长李学凌和小米集团创始人雷军计划将欢聚时代私有化，估值可能达80亿美元。微博涨1.58%，京东涨1.18%，百度跌0.43%，网易跌0.75%，腾讯ADR跌1.53%，拼多多跌2.02%，阿里巴巴跌2.28%。\n聚好商城涨超19%，雾芯科技涨近18%，箩筐技术涨超15%，叮咚买菜涨超7%，图森未来、欢聚集团涨超6%，怪兽充电、贝壳涨超5%，斗鱼涨近2%，微博、京东、前程无忧、金山云、猎豹移动涨超1%。\n3、欧洲股市全线收跌\n欧股周四全线收跌，呼应了全球市场情绪。眼下，投资者聚焦在怀俄明州杰克逊霍尔举行的央行研讨会，以寻找有关美联储何时开始减缓其每月1200亿美元购债举措的线索。泛欧斯托克600指数收跌0.32%。其中基本资源类股领跌，跌幅1.5%，传媒类股逆市上涨0.5%。\n4、两大原油期货收跌结束三日连阳\n阿富汗局势持续动荡，加剧了市场的避险情绪。油价当日未能延续此前三个交易日以来的涨势。截至收盘，美国WTI原油10月原油期货收跌94美分，跌幅1.37%，报67.42美元/桶；布伦特10月期货收跌1.18美元，跌幅1.63%，报71.07美元/桶。\n5、多头无惧美联储“鹰”声 黄金一度逼近1800大关\n现货黄金在大幅回落后企稳，美元走强，因投资者期待美联储在杰克逊霍尔研讨会上就支持缩减经济支持的立场。\n美市尾盘，现货黄金收报1792.44美元/盎司，上涨1.44美元或0.08%，日内最高触及1798.26美元/盎司，最低触及1779.97美元/盎司。\n国际宏观\n尽管标普500指数8月迭创新高 投资者却纷纷增加防御性对冲\n标普500指数在8月份已经有10天收盘创出纪录新高，但策略师们对于后市走势展望则产生分歧。难怪一些投资者正在增加防御性对冲。标普500指数三个月看跌期权相对看涨期权的成本自6月底以来就一直在上升，并且已经高于五年平均水平。\n美国第二季度GDP增速略微上修至6.6% 以反映更强劲的商业投资和出口\n美国第二季度经济增速略微上修，反映商业投资和出口比初步估计更为强劲。美国商务部周四公布的数据显示，第二季度经通胀调整的国内生产总值(GDP)折合年率增长6.6%，初值为增长6.5%。消费者支出增长11.9%。\n尽管德尔塔疫情风险当头 美联储两名主要鹰派呼吁尽早启动减码\n在美联储一年一度的杰克逊霍尔研讨会召开前夕，两位美联储主要鹰派成员敦促决策者迅速采取行动放慢资产购买步伐，尽管德尔塔毒株相关疫情带来了风险。\n堪萨斯城联储行长Esther George周三晚间接受采访时称：“我认为这没有改变我本人的考量，也就是说鉴于我们迄今所看到的进展，现在是时候开始进行这些调整了。”\n鲍威尔重磅讲话前日，美联储鹰派齐施压：缩减QE！\n周四，在美联储主席鲍威尔杰克逊霍尔重磅讲话前日，美联储几大鹰派官员发表讲话，核心要点就是美联储要缩减QE了，哪怕现在Delta病毒疫情严重，但尚未看到其对经济的影响。\n公司新闻\n1、苹果开启“新闻合作伙伴计划” 将新闻出版商交给苹果的订阅分成砍半至15%\n苹果公司周四宣布，参与苹果新闻的新闻出版商将有资格将第一年交给苹果的应用内订阅分成从30%降至15%。“新闻合作伙伴计划”将要求新闻出版商同意以首选为苹果新闻的方式提供其出版内容，依照要求新闻出版商还需提供新闻有关的原始数据和信息。苹果新闻上的新闻出版商还需要是业内权威，周四开始可以在苹果公司的网站上申请加入该计划。\n2、福布斯宣布与SPAC合并 年底在纽交所上市\n据报道，历史悠久的美国商业新闻和信息出版商福布斯传媒今日宣布，计划通过与一家“特殊目的收购公司”合并的方式上市。福布斯称，将与Magnum Opus公司合并。扣除税收优惠后，这笔交易为公司价值约6.3亿美元（企业价值）。该交易预计于今年第四季度末或明年第一季度初完成。\n3、脸书在韩被罚超60亿韩元\n据韩国KBS网站报道，韩国个人信息保护委员会25日决定，对脸书和奈飞等三家企业共计征收约67亿韩元(约合3714万元人民币)的罚款，并要求三家公司采取更正措施。韩国个人信息保护委员会介绍称，脸书违法项目最多，共达6项。\n4、Lordstown Motors任命新CEO 股价暴涨超30%\n美东时间周四盘前，电动卡车初创企业Lordstown Motors宣布，盖瑞特涡轮现任董事长Daniel Niinivaggi将担任Lordstown首席执行官一职。受此消息提振，Lordstown开盘后股价大涨超30%。\n5、小鹏汽车亏损扩大 因研发和销售费用激增\n电动汽车初创企业小鹏汽车报告第二季度亏损超预期，因研发成本激增，且费用增加。该公司公告称，在截至6月30日的三个月净亏损11.9亿元人民币（1.84亿美元），上年同期为亏损1.46亿元。根据汇总的数据，分析师预期亏损8亿元人民币。\n6、巨头间的撕扯：为锁定苹果设备默认搜索引擎 谷歌今年得付150亿美元\n投行Bernstein分析师Toni 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有這麼一句話說得很到位：錢乃身外之物。--你越是看重，就越會得不到。你只有放開了一切心理負擔去做這件事情，這個世界纔會給予你想要的東西。這有點哲學的味道了。人生不就是不斷去體悟嗎？但一個停止腳步的人會有人生經驗的增長嗎？白走一遭的人生，筆者是萬不想過的，去做，去看，去參悟，去成長，不因自己的年齡而對自己加以限制，去追逐自由--筆者打算出國留學了。 2021年7月23日，2萬美金翻了11倍，賣掉後，筆者出了16萬美金，至此個人資產超過了200多萬RMB。你不用羨慕我，爲了今天我付出了很多努力，17年開始做這個也有4年了，期間閱讀過的書數不清；爲了保持充沛的精力，跑步、鍛鍊，雷打不斷的；最重要的是克服心理壓力，虧損過半怎麼辦？沒信心了怎麼辦？耐心不夠感到焦慮怎麼辦？難的是這個。 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href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$ </a>&nbsp;","text":"$阿里巴巴-W(09988)$","images":[{"img":"https://static.tigerbbs.com/42b6a1b56f16c7a51b8fe0f2e3ea56cf","width":"1006","height":"1842"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/422289000026512","isVote":1,"tweetType":1,"viewCount":1096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":199831781,"gmtCreate":1620694189343,"gmtModify":1704346802721,"author":{"id":"3560737092069272","authorId":"3560737092069272","name":"一大片天空","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560737092069272","idStr":"3560737092069272"},"themes":[],"htmlText":"。。。。。。","listText":"。。。。。。","text":"。。。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199831781","repostId":"2134561946","repostType":4,"repost":{"id":"2134561946","kind":"highlight","pubTimestamp":1620694008,"share":"https://ttm.financial/m/news/2134561946?lang=en_US&edition=fundamental","pubTime":"2021-05-11 08:46","market":"us","language":"zh","title":"From Peak pullback/retracement 35%! \"Sister Wood\" 's ETF fell sharply again","url":"https://stock-news.laohu8.com/highlight/detail?id=2134561946","media":"华尔街见闻","summary":"人称“木头姐”的Cathie Wood所管理的主动ETF当中，创新ETF（代码：ARKK）今日下跌5.23%，年初以来则是下跌16.48%，而从年内高点起算的回调幅度已经接近35%。她所管理的6只主动ETF当中，仅有ARKQ年内实现上涨。","content":"<p>Among the active ETFs managed by Cathie Wood, known as \"Sister Wood\", the Innovation ETF (code: ARKK) has fallen significantly this year. According to market data, ARKK once achieved an annual increase of nearly 26% since the beginning of the year, but the situation turned sharply in mid-February. As of Monday's close, ARKK closed at $103.98, down 5.23% on the day, and down 16.48% since the beginning of the year. If you calculate from the year's high of $159.70 set on February 12, ARKK's pullback is close to 35%.<img src=\"https://static.tigerbbs.com/78bc200379fc40aef738301fa5a86ba7\" tg-width=\"1008\" tg-height=\"651\" referrerpolicy=\"no-referrer\">According to statistics, as of May 10 Eastern Time,<b>Among the stocks that ARKK still holds positions, only 7 have risen during the year, while as many as 33 have fallen during the year, of which 22 have fallen by double digits or more, and 3 stocks including EDITAS MEDICINE have fallen during the year. More than 50%.</b><img src=\"https://static.tigerbbs.com/f49ac2efc8976f13b29cd5637e645dfe\" tg-width=\"1689\" tg-height=\"1001\" referrerpolicy=\"no-referrer\">However, regarding the current decline of ARKK and its constituent stocks, Cathie Wood herself is quite calm. She reiterated her long-term investment philosophy last Friday. At that time, she said that the decline of technology stocks was not worth worrying about. If you look at long-term gains in five years, \"nothing has changed except the price.\" She even said an appropriate decline signals a healthier outlook for her fund. She told a CNBC show called Closing Bell:</p><p>I like this situation (after the correction of technology stocks). For us, if the market is squeezed into the innovation areas we are focusing on, that's the worst case scenario. However, while Cathie Wood remains calm, investors have expressed concern. According to FactSet data, more than $1.1 billion has flowed out of ARKK so far this month, and nearly $2 billion of investor funds have flowed out of Ark Invest this month, including five core ETFs.</p><p>The technical situation of ARKK is also not optimistic. It has previously fallen below the important technical level of the 200-day moving average. Some analysts have previously pointed out that ARKK is obviously oversold, and the current net value has fallen below a bottom since September<a href=\"https://laohu8.com/S/42T.SI\">Trendline</a>(red dotted line in the figure below), if it can't rebound as soon as possible and return to above the trend line, it may suffer a larger \"waterfall decline\", bringing trouble to the whole market.</p><p><img src=\"https://static.tigerbbs.com/fd95e936956985c63c8e23b7f3f70475\" tg-width=\"799\" tg-height=\"483\" referrerpolicy=\"no-referrer\"></p><p>Other active ETFs managed by Cathie Wood have similarly underperformed since the beginning of the year. According to statistics, among the 6 active ETFs, only the ARK Industrial Innovation ETF (code: ARKQ) has achieved a 1.59% increase since the beginning of the year, while other ETFs have all fallen.</p><p><img src=\"https://static.tigerbbs.com/a1e226f152211dfc3998503b66bf4161\" tg-width=\"805\" tg-height=\"174\" referrerpolicy=\"no-referrer\"></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>From Peak pullback/retracement 35%! \"Sister Wood\" 's ETF fell sharply again</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\">\nFrom Peak pullback/retracement 35%! \"Sister Wood\" 's ETF fell sharply again\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\">2021-05-11 08:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Among the active ETFs managed by Cathie Wood, known as \"Sister Wood\", the Innovation ETF (code: ARKK) has fallen significantly this year. According to market data, ARKK once achieved an annual increase of nearly 26% since the beginning of the year, but the situation turned sharply in mid-February. As of Monday's close, ARKK closed at $103.98, down 5.23% on the day, and down 16.48% since the beginning of the year. If you calculate from the year's high of $159.70 set on February 12, ARKK's pullback is close to 35%.<img src=\"https://static.tigerbbs.com/78bc200379fc40aef738301fa5a86ba7\" tg-width=\"1008\" tg-height=\"651\" referrerpolicy=\"no-referrer\">According to statistics, as of May 10 Eastern Time,<b>Among the stocks that ARKK still holds positions, only 7 have risen during the year, while as many as 33 have fallen during the year, of which 22 have fallen by double digits or more, and 3 stocks including EDITAS MEDICINE have fallen during the year. More than 50%.</b><img src=\"https://static.tigerbbs.com/f49ac2efc8976f13b29cd5637e645dfe\" tg-width=\"1689\" tg-height=\"1001\" referrerpolicy=\"no-referrer\">However, regarding the current decline of ARKK and its constituent stocks, Cathie Wood herself is quite calm. She reiterated her long-term investment philosophy last Friday. At that time, she said that the decline of technology stocks was not worth worrying about. If you look at long-term gains in five years, \"nothing has changed except the price.\" She even said an appropriate decline signals a healthier outlook for her fund. She told a CNBC show called Closing Bell:</p><p>I like this situation (after the correction of technology stocks). For us, if the market is squeezed into the innovation areas we are focusing on, that's the worst case scenario. However, while Cathie Wood remains calm, investors have expressed concern. According to FactSet data, more than $1.1 billion has flowed out of ARKK so far this month, and nearly $2 billion of investor funds have flowed out of Ark Invest this month, including five core ETFs.</p><p>The technical situation of ARKK is also not optimistic. It has previously fallen below the important technical level of the 200-day moving average. Some analysts have previously pointed out that ARKK is obviously oversold, and the current net value has fallen below a bottom since September<a href=\"https://laohu8.com/S/42T.SI\">Trendline</a>(red dotted line in the figure below), if it can't rebound as soon as possible and return to above the trend line, it may suffer a larger \"waterfall decline\", bringing trouble to the whole market.</p><p><img src=\"https://static.tigerbbs.com/fd95e936956985c63c8e23b7f3f70475\" tg-width=\"799\" tg-height=\"483\" referrerpolicy=\"no-referrer\"></p><p>Other active ETFs managed by Cathie Wood have similarly underperformed since the beginning of the year. According to statistics, among the 6 active ETFs, only the ARK Industrial Innovation ETF (code: ARKQ) has achieved a 1.59% increase since the beginning of the year, while other ETFs have all fallen.</p><p><img src=\"https://static.tigerbbs.com/a1e226f152211dfc3998503b66bf4161\" tg-width=\"805\" tg-height=\"174\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3629968\">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/15e20574f8fb568333181d61bb200086","relate_stocks":{"ARKK":"ARK Innovation ETF"},"source_url":"https://wallstreetcn.com/articles/3629968","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2134561946","content_text":"人称“木头姐”的Cathie Wood所管理的主动ETF当中，创新ETF（代码：ARKK）今年出现明显下跌。根据行情数据，年初以来ARKK曾一度实现了接近26%的年内涨幅，但在2月中旬情况急转直下。截至周一收盘，ARKK报收于103.98美元，日内跌5.23%，而年初以来则是下跌16.48%。如果从2月12日创下的年内高点159.70美元起算，ARKK的回调幅度已经接近35%。根据统计，截至美东时间5月10日，ARKK目前仍有持仓的股票当中，仅有7只年内出现上涨，而年内下跌的则多达33只，其中有22只的跌幅达到或超过两位数，包括EDITAS MEDICINE在内的3只股票年内跌幅更是超过50%。不过，对于目前ARKK以及其成分股出现的跌势，Cathie Wood本人却颇为淡定。她上周五曾经重申了自己的长期投资理念。当时她表示，科技股回落不值得担忧，如果放眼5年看长期收益，“除了价格之外，什么都没有改变”。她甚至还表示，适当的下跌标志着其基金更健康的前景。她在CNBC一档名为Closing Bell的节目中表示：我喜欢这样（科技股回调后）的局面，对我们来说，如果市场一股脑地挤在我们所关注的创新领域，那才是最糟糕的情况。不过，虽然Cathie Wood仍然淡定，但是投资者已经表示了担忧。根据FactSet的数据，本月至今流出ARKK的资金已经超过11亿美元，而包括五只核心ETF在内，本月已经有接近20亿美元的投资者资金从Ark Invest流出。而ARKK的技术面情况同样不容乐观，之前它曾经跌破了200日移动平均线这一重要的技术水平。此前有分析师已经指出，ARKK明显超卖，目前净值已跌破9月来的一条底部趋势线（下图红色虚线），如果不能尽快出现反弹，回到趋势线上方，可能会遭受更大幅度的“瀑布式下跌”，给整个市场带来麻烦。Cathie Wood管理的其他主动ETF年初以来表现同样不佳。根据统计，6只主动型ETF当中，仅有ARK Industrial Innovation ETF（代码：ARKQ）年初以来实现了1.59%的上涨，其他ETF均出现了下跌。","news_type":1,"symbols_score_info":{"ARKK":0.9}},"isVote":1,"tweetType":1,"viewCount":733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819309205,"gmtCreate":1630031305707,"gmtModify":1676530205236,"author":{"id":"3560737092069272","authorId":"3560737092069272","name":"一大片天空","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560737092069272","idStr":"3560737092069272"},"themes":[],"htmlText":"。。。。。。。。。","listText":"。。。。。。。。。","text":"。。。。。。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819309205","repostId":"1119252074","repostType":2,"repost":{"id":"1119252074","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":1630022057,"share":"https://ttm.financial/m/news/1119252074?lang=en_US&edition=fundamental","pubTime":"2021-08-27 07:54","market":"hk","language":"zh","title":"Last night and this morning: Hawkish Fed suppresses risk appetite! U.S. stocks end winning streak","url":"https://stock-news.laohu8.com/highlight/detail?id=1119252074","media":"老虎资讯综合","summary":"摘要：①美股三大股指走势偏软，截至收盘，道指收跌0.54%；②热门中概股收盘多数走低，欢聚集团涨超6%；③杰克逊霍尔鹰派开局，卡普兰担心通胀上行催促下月公布计划，布拉德更进一步称应于一季度结束缩债；④","content":"<p>Abstract: ① The trend of the three major U.S. stock indexes is soft. As of the close, the Dow Jones Industrial Average closed down 0.54%; ② Most of the popular Chinese concept stocks closed lower, and Huanju Group rose more than 6%; ③ Jackson Hole hawks started, Kaplan was worried about rising inflation and urged the plan to be announced next month, and Bullard further said that the tapering should end in the first quarter; ④ XPeng Automobile's losses expanded due to the surge in R&D and sales expenses. Overseas Market</p><p><b>1. S&P and Nasdaq have slipped from record highs</b></p><p>On the occasion of the central bank's seminar in Jackson Hole on Thursday, several Federal Reserve officials favored tapering bond purchases, and the three major U.S. stock indexes were soft. Traders are also keeping an eye on the latest developments in Afghanistan, which adds to the market's risk aversion. As of the close, the Dow closed down 0.54%, the S&P 500 closed down 0.59%, and the Nasdaq closed down 0.64%.</p><p><b>2. Most popular Chinese concept stocks closed lower on Thursday<a href=\"https://laohu8.com/S/YY\">Huanju Group</a>Up more than 6%</b></p><p>Most popular Chinese concept stocks closed lower on Thursday, and Huanju Group rose more than 6%. Previously, it was reported that Huanju Group chairman Li Xueling and Xiaomi Group founder Lei Jun planned to privatize Huanju Times, with a valuation that may reach US $8 billion. Weibo rose 1.58%, JD.com rose 1.18%, Baidu fell 0.43%, NetEase fell 0.75%, Tencent ADR fell 1.53%, Pinduoduo fell 2.02%, and Alibaba fell 2.28%.</p><p><a href=\"https://laohu8.com/S/JWEL\">Juhao Mall</a>It rose more than 19%, and Wuxin Technology rose nearly 18%.<a href=\"https://laohu8.com/S/LKCO\">Luokung Technology</a>Up more than 15%,<a href=\"https://laohu8.com/S/DDL\">ding-dong</a>Maicai rose by more than 7%, TuSimple and Huanju Group rose by more than 6%,<a href=\"https://laohu8.com/S/EM\">Monster Charge</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Up more than 5%,<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Rose nearly 2%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/JOBS\">Worry-free Future</a>、<a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>、<a href=\"https://laohu8.com/S/CMCM\">Cheetah Mobile</a>Up more than 1%.</p><p><b>3. European stock markets closed down across the board</b></p><p>European stocks closed lower across the board on Thursday, echoing global market sentiment. Right now, investors are focusing on a central bank seminar in Jackson Hole, Wyoming, for clues on when the Federal Reserve will begin to slow down its $120 billion a month bond purchase. The pan-European Stoxx 600 index closed down 0.32%. Among them, basic resource stocks led the decline, down 1.5%, while media stocks bucked the market and rose 0.5%.</p><p><b>4. The two major crude oil futures closed down, ending three days of consecutive positive days</b></p><p>The situation in Afghanistan continues to be volatile, exacerbating the market's risk aversion sentiment. Oil prices failed to extend their gains since the previous three trading days. As of the close, U.S. WTI crude oil futures for October closed down 94 cents, or 1.37%, at $67.42 per barrel; Brent October futures closed down $1.18, or 1.63%, at $71.07 a barrel.</p><p><b>5. Bulls are not afraid of the Fed's \"hawk\" sound. Gold once approached the 1800 mark</b></p><p>Spot gold stabilized after a sharp pullback and the dollar strengthened as investors looked forward to the Federal Reserve's stance in favor of tapering economic support at the Jackson Hole symposium.</p><p>In late trading in the U.S. market, spot gold closed at $1,792.44 per ounce, up $1.44 or 0.08%, with an intraday high of $1,798.26 per ounce and a low of $1,779.97 per ounce.</p><p>International macro</p><p><b>Investors are rushing to increase defensive hedges even as the S&P 500 hits record highs in August</b></p><p>The S&P 500 has closed at a record high for 10 days in August, but strategists are divided on the market outlook. No wonder some investors are adding defensive hedges. The cost of three-month put options relative to call options on the S&P 500 has been rising since the end of June and is already above the five-year average.</p><p><b>U.S. GDP growth slightly revised up to 6.6% in the second quarter to reflect stronger business investment and exports</b></p><p>U.S. economic growth was revised slightly upward in the second quarter, reflecting stronger business investment and exports than initially estimated. Data released by the U.S. Commerce Department on Thursday showed that inflation-adjusted gross domestic product (GDP) grew at an annualized rate of 6.6% in the second quarter, compared with the initial value of 6.5%. Consumer spending rose 11.9%.</p><p><b>Despite the risk of the Delta epidemic, the two main hawks of the Fed call for an early start of tapering</b></p><p>On the eve of the Federal Reserve's annual Jackson Hole symposium, two key hawkish members of the Fed urged policymakers to act quickly to slow down the pace of asset purchases despite the risks posed by the Delta strain-related outbreak.</p><p>Kansas City Fed President Esther George said in an interview late Wednesday: \"I don't think this changes my personal considerations, which means that given the progress we have seen so far, now is the time to start making these adjustments.\"</p><p><b>The day before Powell's heavy speech, the hawks of the Federal Reserve put pressure on them: reduce QE!</b></p><p>On Thursday, the day before Federal Reserve Chairman Powell's heavy speech in Jackson Hole, several hawkish officials of the Federal Reserve delivered speeches. The core point was that the Federal Reserve was going to reduce QE. Even though the Delta virus epidemic is severe now, its impact on the economy has not yet been seen.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2162501510\" target=\"_blank\"><b>Apple launches \"News Partner Program\" to cut the subscription share given to Apple by news publishers by half to 15%</b></a></p><p>News publishers participating in Apple News will be eligible to reduce the share of in-app subscriptions handed to Apple for the first year from 30% to 15%, Apple announced Thursday. The \"News Partner Program\" will require news publishers to agree to provide their published content in the preferred way for Apple News. According to the requirements, news publishers will also need to provide raw data and information related to the news. News publishers on Apple News also need to be industry authorities, and they can apply to join the program on Apple's website starting Thursday.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2162101815\" target=\"_blank\"><b>Forbes announces merger with SPAC to list on the New York Stock Exchange by the end of the year</b></a></p><p>According to reports, Forbes Media, a long-established American business news and information publisher, announced today that it plans to go public through a merger with a \"special purpose acquisition company\". Forbes said it will merge with Magnum Opus. After tax benefits, the deal is worth the company approximately $630 million (enterprise value). The deal is expected to close late in the fourth quarter of this year or early in the first quarter of next year.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2162109007\" target=\"_blank\"><b>Facebook fined more than 6 billion won in South Korea</b></a></p><p>According to South Korea's KBS website, South Korea's Personal Information Protection Commission decided on the 25th to impose a total fine of about 6.7 billion won (about 37.14 million yuan) on three companies, including Facebook and Netflix, and asked the three companies to take corrective measures. According to the Korea Personal Information Protection Commission, Facebook has the most illegal projects, totaling six.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2162097145\" target=\"_blank\"><b>Lordstown Motors appoints new CEO, share price soars more than 30%</b></a></p><p>Before the market opened on Thursday Eastern Time, electric truck start-up Lordstown Motors announced that Daniel Niinivaggi, the current chairman of Garrett Turbine, will serve as CEO of Lordstown. Boosted by this news, Lordstown's stock price rose by more than 30% after the opening.</p><p><b>5、</b><a href=\"https://laohu8.com/NW/2162333090\" target=\"_blank\"><b>XPeng's losses widen as R&D and sales expenses surge</b></a></p><p>Electric vehicle start-up XPeng Motor reported a wider-than-expected loss in the second quarter as research and development costs surged and expenses increased. The company announced that it had a net loss of 1.19 billion yuan (US $184 million) in the three months ended June 30, compared with a loss of 146 million yuan in the same period last year. According to the aggregated data, analysts expected a loss of 800 million yuan.</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2162219097\" target=\"_blank\"><b>Rift between giants: Google has to pay $15 billion this year to lock in the default search engine of Apple devices</b></a></p><p>Toni Sacconaghi, an analyst at investment bank Bernstein, said in a research report released this week that according to the regulatory documents submitted by Apple and the analysis of Google's traffic purchase payments, the \"purchase volume\" fee paid by Google to Apple in fiscal year 2020 reached US $10 billion, exceeding the previous expected US $8 billion; This year, this figure will reach US $15 billion, contributing 850 basis points to Apple's service business revenue growth and accounting for nearly 9% of the company's gross profit.</p><p><b>7、</b><a href=\"https://laohu8.com/NW/2162196740\" target=\"_blank\"><b>Dell's Q2 total net revenue increased 15% year-on-year, and adjusted EBITDA increased 7% year-on-year.</b></a></p><p>After the U.S. stock market closed on Thursday, August 26, Eastern Time,<a href=\"https://laohu8.com/S/DELL\">Dell</a>Announced its second quarter fiscal 2022 financial report. The financial report shows that the total net revenue in Q2 was US $26.122 billion, a year-on-year increase of 15%; Net profit was US $880 million, compared with US $1.099 billion in the same period last year; Diluted earnings per share were $1.05, compared with $1.37 in the same period last year. At the end of the second quarter of fiscal 2022, the residual fulfillment value (RPO) was $46 billion.</p><p><b>8、</b><a href=\"https://laohu8.com/NW/2162019696\" target=\"_blank\"><b>HP's Q3 revenue fell below expectations, and its stock price fell more than 2% after hours</b></a></p><p>After the U.S. stock market closed on August 26 (Thursday), Eastern Time,<a href=\"https://laohu8.com/S/HPQ\">Hewlett Packard</a>Announced its third quarter fiscal 2021 results. The financial report shows that Hewlett-Packard (HPQ.US) Q3 revenue was US $15.3 billion, a year-on-year increase of 7%, lower than market expectations of US $15.9 billion.</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>Last night and this morning: Hawkish Fed suppresses risk appetite! U.S. stocks end winning streak</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\">\nLast night and this morning: Hawkish Fed suppresses risk appetite! U.S. stocks end winning streak\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\">2021-08-27 07:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Abstract: ① The trend of the three major U.S. stock indexes is soft. As of the close, the Dow Jones Industrial Average closed down 0.54%; ② Most of the popular Chinese concept stocks closed lower, and Huanju Group rose more than 6%; ③ Jackson Hole hawks started, Kaplan was worried about rising inflation and urged the plan to be announced next month, and Bullard further said that the tapering should end in the first quarter; ④ XPeng Automobile's losses expanded due to the surge in R&D and sales expenses. Overseas Market</p><p><b>1. S&P and Nasdaq have slipped from record highs</b></p><p>On the occasion of the central bank's seminar in Jackson Hole on Thursday, several Federal Reserve officials favored tapering bond purchases, and the three major U.S. stock indexes were soft. Traders are also keeping an eye on the latest developments in Afghanistan, which adds to the market's risk aversion. As of the close, the Dow closed down 0.54%, the S&P 500 closed down 0.59%, and the Nasdaq closed down 0.64%.</p><p><b>2. Most popular Chinese concept stocks closed lower on Thursday<a href=\"https://laohu8.com/S/YY\">Huanju Group</a>Up more than 6%</b></p><p>Most popular Chinese concept stocks closed lower on Thursday, and Huanju Group rose more than 6%. Previously, it was reported that Huanju Group chairman Li Xueling and Xiaomi Group founder Lei Jun planned to privatize Huanju Times, with a valuation that may reach US $8 billion. Weibo rose 1.58%, JD.com rose 1.18%, Baidu fell 0.43%, NetEase fell 0.75%, Tencent ADR fell 1.53%, Pinduoduo fell 2.02%, and Alibaba fell 2.28%.</p><p><a href=\"https://laohu8.com/S/JWEL\">Juhao Mall</a>It rose more than 19%, and Wuxin Technology rose nearly 18%.<a href=\"https://laohu8.com/S/LKCO\">Luokung Technology</a>Up more than 15%,<a href=\"https://laohu8.com/S/DDL\">ding-dong</a>Maicai rose by more than 7%, TuSimple and Huanju Group rose by more than 6%,<a href=\"https://laohu8.com/S/EM\">Monster Charge</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Up more than 5%,<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Rose nearly 2%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/JOBS\">Worry-free Future</a>、<a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>、<a href=\"https://laohu8.com/S/CMCM\">Cheetah Mobile</a>Up more than 1%.</p><p><b>3. European stock markets closed down across the board</b></p><p>European stocks closed lower across the board on Thursday, echoing global market sentiment. Right now, investors are focusing on a central bank seminar in Jackson Hole, Wyoming, for clues on when the Federal Reserve will begin to slow down its $120 billion a month bond purchase. The pan-European Stoxx 600 index closed down 0.32%. Among them, basic resource stocks led the decline, down 1.5%, while media stocks bucked the market and rose 0.5%.</p><p><b>4. The two major crude oil futures closed down, ending three days of consecutive positive days</b></p><p>The situation in Afghanistan continues to be volatile, exacerbating the market's risk aversion sentiment. Oil prices failed to extend their gains since the previous three trading days. As of the close, U.S. WTI crude oil futures for October closed down 94 cents, or 1.37%, at $67.42 per barrel; Brent October futures closed down $1.18, or 1.63%, at $71.07 a barrel.</p><p><b>5. Bulls are not afraid of the Fed's \"hawk\" sound. Gold once approached the 1800 mark</b></p><p>Spot gold stabilized after a sharp pullback and the dollar strengthened as investors looked forward to the Federal Reserve's stance in favor of tapering economic support at the Jackson Hole symposium.</p><p>In late trading in the U.S. market, spot gold closed at $1,792.44 per ounce, up $1.44 or 0.08%, with an intraday high of $1,798.26 per ounce and a low of $1,779.97 per ounce.</p><p>International macro</p><p><b>Investors are rushing to increase defensive hedges even as the S&P 500 hits record highs in August</b></p><p>The S&P 500 has closed at a record high for 10 days in August, but strategists are divided on the market outlook. No wonder some investors are adding defensive hedges. The cost of three-month put options relative to call options on the S&P 500 has been rising since the end of June and is already above the five-year average.</p><p><b>U.S. GDP growth slightly revised up to 6.6% in the second quarter to reflect stronger business investment and exports</b></p><p>U.S. economic growth was revised slightly upward in the second quarter, reflecting stronger business investment and exports than initially estimated. Data released by the U.S. Commerce Department on Thursday showed that inflation-adjusted gross domestic product (GDP) grew at an annualized rate of 6.6% in the second quarter, compared with the initial value of 6.5%. Consumer spending rose 11.9%.</p><p><b>Despite the risk of the Delta epidemic, the two main hawks of the Fed call for an early start of tapering</b></p><p>On the eve of the Federal Reserve's annual Jackson Hole symposium, two key hawkish members of the Fed urged policymakers to act quickly to slow down the pace of asset purchases despite the risks posed by the Delta strain-related outbreak.</p><p>Kansas City Fed President Esther George said in an interview late Wednesday: \"I don't think this changes my personal considerations, which means that given the progress we have seen so far, now is the time to start making these adjustments.\"</p><p><b>The day before Powell's heavy speech, the hawks of the Federal Reserve put pressure on them: reduce QE!</b></p><p>On Thursday, the day before Federal Reserve Chairman Powell's heavy speech in Jackson Hole, several hawkish officials of the Federal Reserve delivered speeches. The core point was that the Federal Reserve was going to reduce QE. Even though the Delta virus epidemic is severe now, its impact on the economy has not yet been seen.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2162501510\" target=\"_blank\"><b>Apple launches \"News Partner Program\" to cut the subscription share given to Apple by news publishers by half to 15%</b></a></p><p>News publishers participating in Apple News will be eligible to reduce the share of in-app subscriptions handed to Apple for the first year from 30% to 15%, Apple announced Thursday. The \"News Partner Program\" will require news publishers to agree to provide their published content in the preferred way for Apple News. According to the requirements, news publishers will also need to provide raw data and information related to the news. News publishers on Apple News also need to be industry authorities, and they can apply to join the program on Apple's website starting Thursday.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2162101815\" target=\"_blank\"><b>Forbes announces merger with SPAC to list on the New York Stock Exchange by the end of the year</b></a></p><p>According to reports, Forbes Media, a long-established American business news and information publisher, announced today that it plans to go public through a merger with a \"special purpose acquisition company\". Forbes said it will merge with Magnum Opus. After tax benefits, the deal is worth the company approximately $630 million (enterprise value). The deal is expected to close late in the fourth quarter of this year or early in the first quarter of next year.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2162109007\" target=\"_blank\"><b>Facebook fined more than 6 billion won in South Korea</b></a></p><p>According to South Korea's KBS website, South Korea's Personal Information Protection Commission decided on the 25th to impose a total fine of about 6.7 billion won (about 37.14 million yuan) on three companies, including Facebook and Netflix, and asked the three companies to take corrective measures. According to the Korea Personal Information Protection Commission, Facebook has the most illegal projects, totaling six.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2162097145\" target=\"_blank\"><b>Lordstown Motors appoints new CEO, share price soars more than 30%</b></a></p><p>Before the market opened on Thursday Eastern Time, electric truck start-up Lordstown Motors announced that Daniel Niinivaggi, the current chairman of Garrett Turbine, will serve as CEO of Lordstown. Boosted by this news, Lordstown's stock price rose by more than 30% after the opening.</p><p><b>5、</b><a href=\"https://laohu8.com/NW/2162333090\" target=\"_blank\"><b>XPeng's losses widen as R&D and sales expenses surge</b></a></p><p>Electric vehicle start-up XPeng Motor reported a wider-than-expected loss in the second quarter as research and development costs surged and expenses increased. The company announced that it had a net loss of 1.19 billion yuan (US $184 million) in the three months ended June 30, compared with a loss of 146 million yuan in the same period last year. According to the aggregated data, analysts expected a loss of 800 million yuan.</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2162219097\" target=\"_blank\"><b>Rift between giants: Google has to pay $15 billion this year to lock in the default search engine of Apple devices</b></a></p><p>Toni Sacconaghi, an analyst at investment bank Bernstein, said in a research report released this week that according to the regulatory documents submitted by Apple and the analysis of Google's traffic purchase payments, the \"purchase volume\" fee paid by Google to Apple in fiscal year 2020 reached US $10 billion, exceeding the previous expected US $8 billion; This year, this figure will reach US $15 billion, contributing 850 basis points to Apple's service business revenue growth and accounting for nearly 9% of the company's gross profit.</p><p><b>7、</b><a href=\"https://laohu8.com/NW/2162196740\" target=\"_blank\"><b>Dell's Q2 total net revenue increased 15% year-on-year, and adjusted EBITDA increased 7% year-on-year.</b></a></p><p>After the U.S. stock market closed on Thursday, August 26, Eastern Time,<a href=\"https://laohu8.com/S/DELL\">Dell</a>Announced its second quarter fiscal 2022 financial report. The financial report shows that the total net revenue in Q2 was US $26.122 billion, a year-on-year increase of 15%; Net profit was US $880 million, compared with US $1.099 billion in the same period last year; Diluted earnings per share were $1.05, compared with $1.37 in the same period last year. At the end of the second quarter of fiscal 2022, the residual fulfillment value (RPO) was $46 billion.</p><p><b>8、</b><a href=\"https://laohu8.com/NW/2162019696\" target=\"_blank\"><b>HP's Q3 revenue fell below expectations, and its stock price fell more than 2% after hours</b></a></p><p>After the U.S. stock market closed on August 26 (Thursday), Eastern Time,<a href=\"https://laohu8.com/S/HPQ\">Hewlett Packard</a>Announced its third quarter fiscal 2021 results. The financial report shows that Hewlett-Packard (HPQ.US) Q3 revenue was US $15.3 billion, a year-on-year increase of 7%, lower than market expectations of US $15.9 billion.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119252074","content_text":"摘要：①美股三大股指走势偏软，截至收盘，道指收跌0.54%；②热门中概股收盘多数走低，欢聚集团涨超6%；③杰克逊霍尔鹰派开局，卡普兰担心通胀上行催促下月公布计划，布拉德更进一步称应于一季度结束缩债；④小鹏汽车因研发和销售费用激增亏损扩大 。\n\n海外市场\n1、标普、纳指自记录高位滑落\n周四在杰克逊霍尔举行的央行研讨会登场之际，数名美联储官员赞成缩减购债，美股三大股指走势偏软。交易员也在关注阿富汗局势的最新发展，这增加了市场的避险情绪。截至收盘，道指收跌0.54%，标普500指数收跌0.59%，纳指收跌幅0.64%。\n2、热门中概股周四收盘多数走低 欢聚集团涨超6%\n热门中概股周四收盘多数走低，欢聚集团涨超6%，此前报道称欢聚集团董事长李学凌和小米集团创始人雷军计划将欢聚时代私有化，估值可能达80亿美元。微博涨1.58%，京东涨1.18%，百度跌0.43%，网易跌0.75%，腾讯ADR跌1.53%，拼多多跌2.02%，阿里巴巴跌2.28%。\n聚好商城涨超19%，雾芯科技涨近18%，箩筐技术涨超15%，叮咚买菜涨超7%，图森未来、欢聚集团涨超6%，怪兽充电、贝壳涨超5%，斗鱼涨近2%，微博、京东、前程无忧、金山云、猎豹移动涨超1%。\n3、欧洲股市全线收跌\n欧股周四全线收跌，呼应了全球市场情绪。眼下，投资者聚焦在怀俄明州杰克逊霍尔举行的央行研讨会，以寻找有关美联储何时开始减缓其每月1200亿美元购债举措的线索。泛欧斯托克600指数收跌0.32%。其中基本资源类股领跌，跌幅1.5%，传媒类股逆市上涨0.5%。\n4、两大原油期货收跌结束三日连阳\n阿富汗局势持续动荡，加剧了市场的避险情绪。油价当日未能延续此前三个交易日以来的涨势。截至收盘，美国WTI原油10月原油期货收跌94美分，跌幅1.37%，报67.42美元/桶；布伦特10月期货收跌1.18美元，跌幅1.63%，报71.07美元/桶。\n5、多头无惧美联储“鹰”声 黄金一度逼近1800大关\n现货黄金在大幅回落后企稳，美元走强，因投资者期待美联储在杰克逊霍尔研讨会上就支持缩减经济支持的立场。\n美市尾盘，现货黄金收报1792.44美元/盎司，上涨1.44美元或0.08%，日内最高触及1798.26美元/盎司，最低触及1779.97美元/盎司。\n国际宏观\n尽管标普500指数8月迭创新高 投资者却纷纷增加防御性对冲\n标普500指数在8月份已经有10天收盘创出纪录新高，但策略师们对于后市走势展望则产生分歧。难怪一些投资者正在增加防御性对冲。标普500指数三个月看跌期权相对看涨期权的成本自6月底以来就一直在上升，并且已经高于五年平均水平。\n美国第二季度GDP增速略微上修至6.6% 以反映更强劲的商业投资和出口\n美国第二季度经济增速略微上修，反映商业投资和出口比初步估计更为强劲。美国商务部周四公布的数据显示，第二季度经通胀调整的国内生产总值(GDP)折合年率增长6.6%，初值为增长6.5%。消费者支出增长11.9%。\n尽管德尔塔疫情风险当头 美联储两名主要鹰派呼吁尽早启动减码\n在美联储一年一度的杰克逊霍尔研讨会召开前夕，两位美联储主要鹰派成员敦促决策者迅速采取行动放慢资产购买步伐，尽管德尔塔毒株相关疫情带来了风险。\n堪萨斯城联储行长Esther George周三晚间接受采访时称：“我认为这没有改变我本人的考量，也就是说鉴于我们迄今所看到的进展，现在是时候开始进行这些调整了。”\n鲍威尔重磅讲话前日，美联储鹰派齐施压：缩减QE！\n周四，在美联储主席鲍威尔杰克逊霍尔重磅讲话前日，美联储几大鹰派官员发表讲话，核心要点就是美联储要缩减QE了，哪怕现在Delta病毒疫情严重，但尚未看到其对经济的影响。\n公司新闻\n1、苹果开启“新闻合作伙伴计划” 将新闻出版商交给苹果的订阅分成砍半至15%\n苹果公司周四宣布，参与苹果新闻的新闻出版商将有资格将第一年交给苹果的应用内订阅分成从30%降至15%。“新闻合作伙伴计划”将要求新闻出版商同意以首选为苹果新闻的方式提供其出版内容，依照要求新闻出版商还需提供新闻有关的原始数据和信息。苹果新闻上的新闻出版商还需要是业内权威，周四开始可以在苹果公司的网站上申请加入该计划。\n2、福布斯宣布与SPAC合并 年底在纽交所上市\n据报道，历史悠久的美国商业新闻和信息出版商福布斯传媒今日宣布，计划通过与一家“特殊目的收购公司”合并的方式上市。福布斯称，将与Magnum Opus公司合并。扣除税收优惠后，这笔交易为公司价值约6.3亿美元（企业价值）。该交易预计于今年第四季度末或明年第一季度初完成。\n3、脸书在韩被罚超60亿韩元\n据韩国KBS网站报道，韩国个人信息保护委员会25日决定，对脸书和奈飞等三家企业共计征收约67亿韩元(约合3714万元人民币)的罚款，并要求三家公司采取更正措施。韩国个人信息保护委员会介绍称，脸书违法项目最多，共达6项。\n4、Lordstown Motors任命新CEO 股价暴涨超30%\n美东时间周四盘前，电动卡车初创企业Lordstown Motors宣布，盖瑞特涡轮现任董事长Daniel Niinivaggi将担任Lordstown首席执行官一职。受此消息提振，Lordstown开盘后股价大涨超30%。\n5、小鹏汽车亏损扩大 因研发和销售费用激增\n电动汽车初创企业小鹏汽车报告第二季度亏损超预期，因研发成本激增，且费用增加。该公司公告称，在截至6月30日的三个月净亏损11.9亿元人民币（1.84亿美元），上年同期为亏损1.46亿元。根据汇总的数据，分析师预期亏损8亿元人民币。\n6、巨头间的撕扯：为锁定苹果设备默认搜索引擎 谷歌今年得付150亿美元\n投行Bernstein分析师Toni Sacconaghi在本周发布的研报中表示，根据苹果提交的监管文件和针对谷歌流量采购付款的分析，2020财年谷歌向苹果支付的“买量”费用达到100亿美元，超过此前预期的80亿美元；而今年这一数字将达到150亿美元，贡献苹果服务业务营收增长达850个基点，占公司毛利近9%。\n7、戴尔Q2总净营收同比增长15%，调整后EBITDA同比增长7%\n美东时间8月26日周四美股盘后，戴尔公布了2022财年第二季度财报。财报显示，Q2总净营收为261.22亿美元，同比增长15%;净利润为8.8亿美元，去年同期为10.99亿美元；摊薄后每股收益为1.05美元，去年同期为1.37美元。截至2022财年第二季度末，剩余履约价值(RPO)为460亿美元。\n8、惠普Q3营收低于预期，盘后股价跌逾2%\n美东时间8月26日（周四）美股盘后，惠普公布了2021财年第三季度业绩。财报显示，惠普(HPQ.US)Q3营收153亿美元，同比增长7%，低于市场预期的159亿美元。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837330710,"gmtCreate":1629856144630,"gmtModify":1676530153030,"author":{"id":"3560737092069272","authorId":"3560737092069272","name":"一大片天空","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560737092069272","idStr":"3560737092069272"},"themes":[],"htmlText":"。。。。。","listText":"。。。。。","text":"。。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837330710","repostId":"1123533410","repostType":2,"isVote":1,"tweetType":1,"viewCount":2406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345808511660232,"gmtCreate":1725431037010,"gmtModify":1725431041759,"author":{"id":"3560737092069272","authorId":"3560737092069272","name":"一大片天空","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560737092069272","idStr":"3560737092069272"},"themes":[],"htmlText":"<a 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&nbsp;</a>","text":"$蔚来(NIO.SI)$","images":[{"img":"https://static.tigerbbs.com/4bf95501ef1f8618e589719bb6a0c89b","width":"1006","height":"1776"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/263661630751000","isVote":1,"tweetType":1,"viewCount":1787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":621679776,"gmtCreate":1672285392696,"gmtModify":1676538666103,"author":{"id":"3560737092069272","authorId":"3560737092069272","name":"一大片天空","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560737092069272","idStr":"3560737092069272"},"themes":[],"htmlText":"。。","listText":"。。","text":"。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/621679776","repostId":"621648252","repostType":1,"repost":{"id":621648252,"gmtCreate":1672281685000,"gmtModify":1676538665626,"author":{"id":"3577852034187700","authorId":"3577852034187700","name":"经济观察报","avatar":"https://static.tigerbbs.com/f64ac2aa784ef0f271ddeb45c7dc72bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577852034187700","idStr":"3577852034187700"},"themes":[],"title":"山東、山西省委主要負責同志職務調整","htmlText":"據新華社12月29日消息，日前，**中央決定：李幹傑同志不再兼任山東省委書記、常委、委員職務；林武同志任山東省委委員、常委、書記，不再擔任山西省委書記、常委、委員職務；藍佛安同志任山西省委書記。","listText":"據新華社12月29日消息，日前，**中央決定：李幹傑同志不再兼任山東省委書記、常委、委員職務；林武同志任山東省委委員、常委、書記，不再擔任山西省委書記、常委、委員職務；藍佛安同志任山西省委書記。","text":"據新華社12月29日消息，日前，**中央決定：李幹傑同志不再兼任山東省委書記、常委、委員職務；林武同志任山東省委委員、常委、書記，不再擔任山西省委書記、常委、委員職務；藍佛安同志任山西省委書記。","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/621648252","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":661756516,"gmtCreate":1664265953337,"gmtModify":1676537421977,"author":{"id":"3560737092069272","authorId":"3560737092069272","name":"一大片天空","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560737092069272","idStr":"3560737092069272"},"themes":[],"htmlText":"。。。。。。。","listText":"。。。。。。。","text":"。。。。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/661756516","repostId":"661422871","repostType":1,"repost":{"id":661422871,"gmtCreate":1664196908398,"gmtModify":1676537407753,"author":{"id":"3499558656285424","authorId":"3499558656285424","name":"belling","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499558656285424","idStr":"3499558656285424"},"themes":[],"title":"凜冬已至，靜待蟄伏｜寫在9月FOMC之後","htmlText":"Abstract摘要1）美聯儲大概率加息過度，但是痛苦Europe Union來承擔2）美聯儲可能在民主黨中期選舉爲了政治正確保持hawkish。3）短期來看，美股有反彈的可能；中期來看，美股仍然有下跌的空間。4）當前各個大類資產對Fed-Fomc極其敏感，通過路徑的演繹，FED轉向的觀察窗口可能是EURUSD，時間點可能是明年Q1或者Q2。本週看完了聯儲的FOMC講話，市場也變動的比較大，想和大家聊一下接下來怎麼看。正如前文所預測的，聯儲下調了一系列的經濟預期，具體來看數據是：其實從圖中也可以看出，聯儲一方面是預期管理，另一方面也披露了他們對於經濟下滑的預期：雖然軟着陸的信心下降，但是控制通脹的決心堅定。反過來說，通脹的盡頭就是衰退。關於terminal rate，J Powell表示維持jackson hole的立場，那也就是說起碼要看到通脹回落2%的明確證據，筆者的想法是，需要失業率進一步擡升才行，比方說到4.5%可能纔是一個trigger。現階段聯儲保持鷹派的預期當然有很多理由：1）美元的國際儲備地位2）Fed的信用、決心3）美式政治正確4）陰謀論來說美元甚至是一種武器美元的國際儲備地位從美元的地位來說，他的競爭者主要是歐元、英鎊、日元等。現階段看，歐元由於俄烏的衝突，導致了今年基本保持萎靡；而日元則是因爲BOJ的YCC政策（人爲壓低jp10y），意圖保持強出口、日元計價的資產價格不變、避免日本國內的通縮，所以Japan Yen在今年也大幅下跌。EURUSD vs&nbsp;JPYUSD插一句，歐洲接下來大概率比美國衰退的更早更深，對於任何一個經濟體來說，其自身的長期動力來源於科技發展（即生產率的提高），而不是低利率瘋狂印鈔（各個部門加槓桿）。自俄烏戰爭打響，通脹中樞也許永久性地擡高了。可以說，歐洲的麻煩不是結束的開始，而是開始的結束。Fed的決心、信用從Fed的決","listText":"Abstract摘要1）美聯儲大概率加息過度，但是痛苦Europe Union來承擔2）美聯儲可能在民主黨中期選舉爲了政治正確保持hawkish。3）短期來看，美股有反彈的可能；中期來看，美股仍然有下跌的空間。4）當前各個大類資產對Fed-Fomc極其敏感，通過路徑的演繹，FED轉向的觀察窗口可能是EURUSD，時間點可能是明年Q1或者Q2。本週看完了聯儲的FOMC講話，市場也變動的比較大，想和大家聊一下接下來怎麼看。正如前文所預測的，聯儲下調了一系列的經濟預期，具體來看數據是：其實從圖中也可以看出，聯儲一方面是預期管理，另一方面也披露了他們對於經濟下滑的預期：雖然軟着陸的信心下降，但是控制通脹的決心堅定。反過來說，通脹的盡頭就是衰退。關於terminal rate，J Powell表示維持jackson hole的立場，那也就是說起碼要看到通脹回落2%的明確證據，筆者的想法是，需要失業率進一步擡升才行，比方說到4.5%可能纔是一個trigger。現階段聯儲保持鷹派的預期當然有很多理由：1）美元的國際儲備地位2）Fed的信用、決心3）美式政治正確4）陰謀論來說美元甚至是一種武器美元的國際儲備地位從美元的地位來說，他的競爭者主要是歐元、英鎊、日元等。現階段看，歐元由於俄烏的衝突，導致了今年基本保持萎靡；而日元則是因爲BOJ的YCC政策（人爲壓低jp10y），意圖保持強出口、日元計價的資產價格不變、避免日本國內的通縮，所以Japan Yen在今年也大幅下跌。EURUSD vs&nbsp;JPYUSD插一句，歐洲接下來大概率比美國衰退的更早更深，對於任何一個經濟體來說，其自身的長期動力來源於科技發展（即生產率的提高），而不是低利率瘋狂印鈔（各個部門加槓桿）。自俄烏戰爭打響，通脹中樞也許永久性地擡高了。可以說，歐洲的麻煩不是結束的開始，而是開始的結束。Fed的決心、信用從Fed的決","text":"Abstract摘要1）美聯儲大概率加息過度，但是痛苦Europe Union來承擔2）美聯儲可能在民主黨中期選舉爲了政治正確保持hawkish。3）短期來看，美股有反彈的可能；中期來看，美股仍然有下跌的空間。4）當前各個大類資產對Fed-Fomc極其敏感，通過路徑的演繹，FED轉向的觀察窗口可能是EURUSD，時間點可能是明年Q1或者Q2。本週看完了聯儲的FOMC講話，市場也變動的比較大，想和大家聊一下接下來怎麼看。正如前文所預測的，聯儲下調了一系列的經濟預期，具體來看數據是：其實從圖中也可以看出，聯儲一方面是預期管理，另一方面也披露了他們對於經濟下滑的預期：雖然軟着陸的信心下降，但是控制通脹的決心堅定。反過來說，通脹的盡頭就是衰退。關於terminal rate，J Powell表示維持jackson hole的立場，那也就是說起碼要看到通脹回落2%的明確證據，筆者的想法是，需要失業率進一步擡升才行，比方說到4.5%可能纔是一個trigger。現階段聯儲保持鷹派的預期當然有很多理由：1）美元的國際儲備地位2）Fed的信用、決心3）美式政治正確4）陰謀論來說美元甚至是一種武器美元的國際儲備地位從美元的地位來說，他的競爭者主要是歐元、英鎊、日元等。現階段看，歐元由於俄烏的衝突，導致了今年基本保持萎靡；而日元則是因爲BOJ的YCC政策（人爲壓低jp10y），意圖保持強出口、日元計價的資產價格不變、避免日本國內的通縮，所以Japan Yen在今年也大幅下跌。EURUSD vs 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