NiuBili personal page - To The Moon

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2021-03-21

expected

Fed Disappoints Market, Lets SLR Relief Expire: What Happens Next

2021-02-25

Good news but will still go down

China's Xiaomi adds manufacturing muscle in India to boost phone production

2021-06-05

so many ipos

U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO

2021-03-23

chiong ah

Sorry, the original content has been removed

2021-03-02

wasted. didnt go in

Sorry, the original content has been removed

2021-03-02

Good news

U.S. manufacturing sector at three-year high, cost pressures mounting: ISM

2021-06-22

tech

Are cycles and technology still fragrant? Which sectors to bet on in the second half of the year?

2021-04-12

good

FOCUS-Canada's Telesat takes on Musk and Bezos in space race to provide fast broadband

2021-03-10

Chiong ah

Sorry, the original content has been removed

2021-02-22

$Affirm Holdings, Inc.(AFRM)$Good price to long now

Go to Tiger App to see more news

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09:47","market":"sh","language":"zh","title":"Are cycles and technology still fragrant? 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Some fund institutions believe that the overall cost performance of cyclical stocks will decline in the future, and it is recommended to gradually reduce the cyclical allocation ratio. But there are also...</p><p><a href=\"https://mp.weixin.qq.com/s/uImug2NKXUWY4l6_3fn5Bg\">Web link</a></div></p>","source":"zgzqb","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>Are cycles and technology still fragrant? 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Which sectors to bet on in the second half of the year?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国证券报</strong><span class=\"h-time small\">2021-06-22 09:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>It's time for the medium-term strategies of major brokerages to be intensively released. There are still 7 trading days, and the first half of 2021 will end, and fund managers have also started their investment layout in the second half of the year. Overall, fund institutions believe that A-shares may maintain a range-bound trend in the second half of the year, and they are still optimistic about the long-term structural investment opportunities in the equity market, and are optimistic about industries with better prosperity, such as new energy vehicles and electronics. For the cyclical sector with the best performance in the first half of the year, there are differences among fund managers. Some fund institutions believe that the overall cost performance of cyclical stocks will decline in the future, and it is recommended to gradually reduce the cyclical allocation ratio. But there are also...</p><p><a href=\"https://mp.weixin.qq.com/s/uImug2NKXUWY4l6_3fn5Bg\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/uImug2NKXUWY4l6_3fn5Bg\">中国证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/uImug2NKXUWY4l6_3fn5Bg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175629755","content_text":"又到了各大券商中期策略密集出炉的时间。还有7个交易日，2021年上半年将收官，基金经理们也开始了下半年的投资布局。\n整体而言，基金机构认为，下半年A股可能维持区间震荡态势，仍对权益市场的长期结构性的投资机会前景乐观，看好景气度较好的行业，如新能源汽车、电子等板块。\n对于上半年表现最好的周期板块，基金经理之间出现分歧，有基金机构认为，接下来周期股整体性价比有所下降，建议逐步降低周期配置比例。但也有基金经理仍然看好，认为在经济复苏持续的背景下，周期板块仍有投资机会。\n或维持区间震荡\n经历了2020年的上涨之后，A股市场从春节后开始震荡调整，截至6月21日，上证综指和深证成指今年以来的涨幅分别只有1.62%和1.18%。上半年通胀预期叠加供需错配，原材料价格持续上行，钢铁、采掘、化工等周期行业领涨。\n即将进入2021年下半程，基金经理开始着手布局下半年。对于下半年的宏观经济，汇丰晋信基金首席宏观及策略师闵良超表示，整体来看，经济可能会放缓，但斜率可控，因基建和消费有较大的空间，A股有可能继续区间震荡。考虑到当前的宏观环境，后续投资应以自下而上的选股为主，关注企业的基本面和盈利能力，优选基本面超预期，或者成长性能够覆盖和消化估值的优质上市公司。\n金鹰基金权益投资部总经理陈立表示，展望下半年以及更长时期，全球经济整体复苏的力度和持续性尚需要观察，全球流动性的收缩预计是有序可控的。长期看，由于全球整体缺乏强有力的经济增长动能，维持较低增速概率大，全球中长期或仍将处于低利率环境。因此，投资者不应过度担忧，随着投资者对宏观流动性因素的认识提升后，市场将重回经济基本面。\n对于A股而言，陈立认为，与大宗商品相关度高、利率敏感的顺周期行业不排除会有回调的可能。不过，当前A股上市公司已经超过4300家，在产业更迭背景下具备长期结构性的投资机会。中长期而言，对权益市场的前景保持乐观。\n看好新能源车、电子等行业\n银华基金指出，当前宏观经济仍在持续恢复，对全年流动性依旧维持谨慎，社融后续表现恐仍偏弱。历史上看，这样的宏观背景不利于估值的扩张，后续市场不易走出单边行情，超额收益主要来自两方面：一是行业景气度能穿越经济周期，且估值与长期成长能力较为匹配的板块。二是精选Alpha，尤其是中小市值中，市场认知尚不充分、估值较低的成长股。\n银华基金建议，在行业配置上，建议均衡配置，一是建议逐步降低周期配置比例，配置银行等低估值行业以及自动化、汽车零部件等受益于全球经济复苏、出口产业链的偏中游制造类行业；二是中期看好受益于行业格局以及景气度仍较好的成长类子行业，如新能车、面板及军工等行业。\n富荣基金表示，短期维持市场整体偏震荡的格局不变，中长期认为业绩成长仍然是核心主线，看好高景气周期的光伏和电动车、电子等，看好低估值银行、部分周期龙头。\n诺安基金建议关注以下三大板块机会：一是科技板块，该板块近期或在行业基本面和政策的持续推动下有所表现；二是新能源板块，美国加码电动车刺激政策强化全球电动车逻辑正在验证，电动车板块行情或可延续；三是高端制造业，数据显示当前企业的资本开支在加大，未来业绩有望得到支撑。\n加仓or减持？对周期股看法不一\n周期板块是今年上半年最亮的星，精准把握周期股行情的基金，也在主动权益类基金中表现暂时领先，比如广发多因子、广发价值领先、宝盈产业优势等重仓周期行业股票的基金。\n对于下半年周期股行情能否持续，基金机构有不同的看法。银华基金认为，虽然当前全球复苏共振，宏观仍处于向上趋势，大宗商品价格或仍有上涨动力，但周期股整体性价比有所下降，建议逐步降低周期配置比例。\n也有基金经理表示，周期股上涨的主要逻辑就在于供需错配，一般情况下，只需要一到两个季度的时间，这种供需错配就会得到纠正，现在已是错配的尾部时间。\n仍然看好周期行情的基金经理也有充分的理由。一位明星基金经理表示：“市场对周期品的分歧，关键是对宏观经济的判断存在分歧”。全球供需不匹配、不均衡的复苏，还会持续一段时间。在经济持续复苏的背景下，周期品尤其是上游资源品的价格上涨，或者说价格在高点维持的时间，可能比市场预期得要长。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":3048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120537564,"gmtCreate":1624327375458,"gmtModify":1703833578845,"author":{"id":"3561252728435238","authorId":"3561252728435238","name":"NiuBili","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561252728435238","idStr":"3561252728435238"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120537564","repostId":"1182298025","repostType":4,"isVote":1,"tweetType":1,"viewCount":4472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185492498,"gmtCreate":1623665219914,"gmtModify":1704208124169,"author":{"id":"3561252728435238","authorId":"3561252728435238","name":"NiuBili","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561252728435238","idStr":"3561252728435238"},"themes":[],"htmlText":"Long 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ipos","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/112541752","repostId":"1106312903","repostType":4,"repost":{"id":"1106312903","kind":"news","pubTimestamp":1622855773,"share":"https://ttm.financial/m/news/1106312903?lang=en_US&edition=fundamental","pubTime":"2021-06-05 09:16","market":"us","language":"en","title":"U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1106312903","media":"Renaissance Capital","summary":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental h","content":"<p><b>Summary</b></p>\n<ul>\n <li>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</li>\n <li>Payments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.</li>\n <li>Chinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.</li>\n</ul>\n<p>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</p>\n<p>Payments platform&nbsp;<b>Marqeta</b>(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.</p>\n<p>Chinese online recruitment platform&nbsp;<b>Kanzhun</b>(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.</p>\n<p>Mental health services provider&nbsp;<b>LifeStance Health</b>(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.</p>\n<p>Israel’s&nbsp;<b>monday.com</b>(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.</p>\n<p>BPO vendor&nbsp;<b>TaskUs</b>(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.</p>\n<p>Data-driven marketing platform&nbsp;<b>Zeta Global</b>(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.</p>\n<p>Online luxury goods marketplace&nbsp;<b>1stDibs</b>(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.</p>\n<p>Chinese online tutoring platform&nbsp;<b>Zhangmen Education</b>(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/d771f02e44d9d489ff772f1577280332\" tg-width=\"945\" tg-height=\"666\"></p>\n<p>Street research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.</p>\n<p><b>IPO Market Snapshot</b></p>\n<p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&amp;P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.</p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta plans to raise $1.0 billion at a $12.4 billion ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MQ":"Marqeta, Inc.","TASK":"TaskUs Inc.","BZ":"BOSS直聘","ZME":"掌门教育","ZETA":"Zeta Global Holdings Corp.","LFST":"LifeStance Health Group, Inc.",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","MNDY":"Monday.com Ltd.","DIBS":"1stdibs.com Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106312903","content_text":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.\nChinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.\nChinese online recruitment platform Kanzhun(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.\nMental health services provider LifeStance Health(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.\nIsrael’s monday.com(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.\nBPO vendor TaskUs(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.\nData-driven marketing platform Zeta Global(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.\nOnline luxury goods marketplace 1stDibs(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.\nChinese online tutoring platform Zhangmen Education(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.\n\nStreet research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.","news_type":1,"symbols_score_info":{".SPX":0.9,"ZME":0.9,".IXIC":0.9,"TASK":0.9,"BZ":0.9,"LFST":0.9,"ZETA":0.9,"DIBS":0.9,".DJI":0.9,"MQ":0.9,"MNDY":0.9}},"isVote":1,"tweetType":1,"viewCount":4093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111257410,"gmtCreate":1622683918130,"gmtModify":1704188837358,"author":{"id":"3561252728435238","authorId":"3561252728435238","name":"NiuBili","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561252728435238","idStr":"3561252728435238"},"themes":[],"htmlText":"2nd entry point now","listText":"2nd entry point now","text":"2nd entry point 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sell?","images":[{"img":"https://static.tigerbbs.com/a72054c22e0918fc5e4e5e826daf5abd","width":"1440","height":"4502"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/102352118","isVote":1,"tweetType":1,"viewCount":993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":101463159,"gmtCreate":1619932395271,"gmtModify":1704336537228,"author":{"id":"3561252728435238","authorId":"3561252728435238","name":"NiuBili","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561252728435238","idStr":"3561252728435238"},"themes":[],"htmlText":"Strong buy when it is low","listText":"Strong buy when it is low","text":"Strong buy when it is low","images":[{"img":"https://static.tigerbbs.com/5c5d9cfc8252a249a308661973edf315","width":"1440","height":"4626"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/101463159","isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":101060253,"gmtCreate":1619831117972,"gmtModify":1704335442849,"author":{"id":"3561252728435238","authorId":"3561252728435238","name":"NiuBili","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561252728435238","idStr":"3561252728435238"},"themes":[],"htmlText":"strong hold","listText":"strong hold","text":"strong hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/101060253","repostId":"2132548564","repostType":2,"repost":{"id":"2132548564","kind":"highlight","pubTimestamp":1620001778,"share":"https://ttm.financial/m/news/2132548564?lang=en_US&edition=fundamental","pubTime":"2021-05-03 08:29","market":"us","language":"en","title":"U.S. stocks have risen to all-time highs this year. Should you ‘sell in May and go away’?","url":"https://stock-news.laohu8.com/highlight/detail?id=2132548564","media":"MarketWatch","summary":"In the past, the sell-in-May strategy shakes out better in Europe than in the U.S.\n\nStocks have been","content":"<p>In the past, the sell-in-May strategy shakes out better in Europe than in the U.S.</p>\n<p><img src=\"https://static.tigerbbs.com/18b93b4406770158f62b0e2dd392f424\" tg-width=\"1260\" tg-height=\"822\"></p>\n<p>Stocks have been on a tear this year, leaving investors to question whether to \"sell in May and go away.\"</p>\n<p>\"With stocks at record highs, some investors may be tempted to follow the old adage,\" a team of strategists at UBS Group's global wealth management division, wrote in a note Friday.</p>\n<p>The hypothesis is that equities tend to underperform in the six months through October, so investors should sell stocks at the start of May, invest in cash and then re-enter the market in late autumn, the strategists said. Historically, the approach has worked for Europe, but not as well in the U.S., according to their note.</p>\n<p>\"In the U.S., a stay invested strategy has tended to outperform, particularly in recent years,\" the strategists said. \"Market composition, with the U.S. market more tilted towards growth stocks, partly explains the outperformance.\"</p>\n<p><img src=\"https://static.tigerbbs.com/b499645739c349ea55647a2512665932\" tg-width=\"1064\" tg-height=\"808\"></p>\n<p>The technology sector now accounts for 27% of the S&amp;P 500, or much higher than the 8% weighting for the MSCI Europe index, according to UBS. For that reason, investors who tried timing the U.S. equity benchmark for \"seasonal reasons\" would have missed the outperformance of growth stocks in the bull market since the global financial crisis of 2008-09.</p>\n<p>Using the past as a guide, the UBS team recommends staying invested, even through they also point to historical evidence in Europe that supported a sell-in-May strategy.</p>\n<p>Over the past 15 years, returns in Europe have been negative in June 80% of the time, according to the report. \"This has contributed to a sell-in-May strategy outperforming a stay invested strategy during those years,\" the strategists said.</p>\n<p>Meanwhile, the U.S. stock market has risen to all-time records this year, including as recently as this week, as measured by the S&amp;P 500 and Dow Jones Industrial Average benchmarks. The S&amp;P 500 rose to a record 4,211.47 finish on April 29, for example, and was up 11.3% this year as of Friday's close.</p>\n<p>\"We are now entering a time of year when stocks have historically found it more challenging to advance,\" according to the UBS report. \"With many equity indexes making new highs, some measures of sentiment looking extended, and ongoing concerns about the spread of new COVID-19 variants,\" some investors may be contemplating selling.</p>\n<p>Billionaire investor Leon Cooperman, a self-described \"fully invested bear,\" told CNBC on Friday that he has \"an eye on the exit\" given a coming expected rise in taxes, inflation and a \"reasonably richly appraised market.\"</p>\n<p>Ryan Detrick, chief market strategist for LPL Financial, said in a blog Friday that the six months from May through October have been \"some of the weakest months of the year for stocks\" in the past 10 years. \"But with an accommodative Fed, fiscal and monetary policy, along with an economy that is opening faster than nearly anyone expected, we'd use any weakness as an opportunity to add to positions,\" he said.</p>\n<p><img src=\"https://static.tigerbbs.com/50be26e2a50ece27ce6023a634a9e705\" tg-width=\"1260\" tg-height=\"725\"></p>\n<p>\"Here's the catch,\" Detrick said. \"Stocks have actually been higher during these worst months of the year eight of the past ten years.\"</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks have risen to all-time highs this year. Should you ‘sell in May and go away’?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks have risen to all-time highs this year. Should you ‘sell in May and go away’?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 08:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/u-s-stocks-have-risen-to-all-time-highs-this-year-should-you-sell-in-may-and-go-away-11619818845?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the past, the sell-in-May strategy shakes out better in Europe than in the U.S.\n\nStocks have been on a tear this year, leaving investors to question whether to \"sell in May and go away.\"\n\"With ...</p>\n\n<a href=\"https://www.marketwatch.com/story/u-s-stocks-have-risen-to-all-time-highs-this-year-should-you-sell-in-may-and-go-away-11619818845?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时",".DJI":"道琼斯","SH":"做空标普500-Proshares","OEF":"标普100指数ETF-iShares","UPRO":"三倍做多标普500ETF-ProShares","OEX":"标普100","SSO":"2倍做多标普500ETF-ProShares",".SPX":"S&P 500 Index","SDS":"两倍做空标普500 ETF-ProShares",".IXIC":"NASDAQ Composite","IVV":"标普500ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares"},"source_url":"https://www.marketwatch.com/story/u-s-stocks-have-risen-to-all-time-highs-this-year-should-you-sell-in-may-and-go-away-11619818845?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132548564","content_text":"In the past, the sell-in-May strategy shakes out better in Europe than in the U.S.\n\nStocks have been on a tear this year, leaving investors to question whether to \"sell in May and go away.\"\n\"With stocks at record highs, some investors may be tempted to follow the old adage,\" a team of strategists at UBS Group's global wealth management division, wrote in a note Friday.\nThe hypothesis is that equities tend to underperform in the six months through October, so investors should sell stocks at the start of May, invest in cash and then re-enter the market in late autumn, the strategists said. Historically, the approach has worked for Europe, but not as well in the U.S., according to their note.\n\"In the U.S., a stay invested strategy has tended to outperform, particularly in recent years,\" the strategists said. \"Market composition, with the U.S. market more tilted towards growth stocks, partly explains the outperformance.\"\n\nThe technology sector now accounts for 27% of the S&P 500, or much higher than the 8% weighting for the MSCI Europe index, according to UBS. For that reason, investors who tried timing the U.S. equity benchmark for \"seasonal reasons\" would have missed the outperformance of growth stocks in the bull market since the global financial crisis of 2008-09.\nUsing the past as a guide, the UBS team recommends staying invested, even through they also point to historical evidence in Europe that supported a sell-in-May strategy.\nOver the past 15 years, returns in Europe have been negative in June 80% of the time, according to the report. \"This has contributed to a sell-in-May strategy outperforming a stay invested strategy during those years,\" the strategists said.\nMeanwhile, the U.S. stock market has risen to all-time records this year, including as recently as this week, as measured by the S&P 500 and Dow Jones Industrial Average benchmarks. The S&P 500 rose to a record 4,211.47 finish on April 29, for example, and was up 11.3% this year as of Friday's close.\n\"We are now entering a time of year when stocks have historically found it more challenging to advance,\" according to the UBS report. \"With many equity indexes making new highs, some measures of sentiment looking extended, and ongoing concerns about the spread of new COVID-19 variants,\" some investors may be contemplating selling.\nBillionaire investor Leon Cooperman, a self-described \"fully invested bear,\" told CNBC on Friday that he has \"an eye on the exit\" given a coming expected rise in taxes, inflation and a \"reasonably richly appraised market.\"\nRyan Detrick, chief market strategist for LPL Financial, said in a blog Friday that the six months from May through October have been \"some of the weakest months of the year for stocks\" in the past 10 years. \"But with an accommodative Fed, fiscal and monetary policy, along with an economy that is opening faster than nearly anyone expected, we'd use any weakness as an opportunity to add to positions,\" he said.\n\n\"Here's the catch,\" Detrick said. \"Stocks have actually been higher during these worst months of the year eight of the past ten years.\"","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SSO":0.9,"UPRO":0.9,"SDS":0.9,".IXIC":0.9,"OEF":0.9,"SH":0.9,"ESmain":0.9,"IVV":0.9,".SPX":0.9,"SPXU":0.9,"OEX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103936378,"gmtCreate":1619742300594,"gmtModify":1704271626662,"author":{"id":"3561252728435238","authorId":"3561252728435238","name":"NiuBili","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561252728435238","idStr":"3561252728435238"},"themes":[],"htmlText":"best time to buy now","listText":"best time to buy now","text":"best time to buy now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/103936378","repostId":"2131534297","repostType":2,"isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373642016,"gmtCreate":1618844799335,"gmtModify":1704715827640,"author":{"id":"3561252728435238","authorId":"3561252728435238","name":"NiuBili","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561252728435238","idStr":"3561252728435238"},"themes":[],"htmlText":"strong hold","listText":"strong hold","text":"strong hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373642016","repostId":"2128891469","repostType":2,"repost":{"id":"2128891469","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1618840680,"share":"https://ttm.financial/m/news/2128891469?lang=en_US&edition=fundamental","pubTime":"2021-04-19 21:58","market":"hk","language":"en","title":"Dow pulls back from last week's records but retains grip on 34,000","url":"https://stock-news.laohu8.com/highlight/detail?id=2128891469","media":"Dow Jones","summary":"MW UPDATE: Dow pulls back from last week's records but retains grip on 34,000\n\n\n  By William Watts a","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW UPDATE: Dow pulls back from last week's records but retains grip on 34,000\n</p>\n<p>\n  By William Watts and Sunny Oh \n</p>\n<p>\n  Stocks pulled back modestly early Monday, after the Dow Jones Industrial Average and S&amp;P 500 ended last week at all-time highs as investors struggled for reasons to push equity benchmarks to new heights. \n</p>\n<p>\n  What are major indexes doing? \n</p>\n<p>\n  The Dow and S&amp;P 500 closed at records on Friday , while the Nasdaq Composite booked its second-highest finish of all time. For the week, the Dow rose 1.2%, while the S&amp;P 500 gained 1.4% and the Nasdaq Composite advanced 1.1%. It was the fourth straight weekly rise for the Dow and S&amp;P 500, while the Nasdaq booked its third consecutive weekly gain. \n</p>\n<p>\n  What's driving the market? \n</p>\n<p>\n  Though equities Monday morning looked to be taking a breather from last week's record advance Monday, analysts said the tone remained constructive given a lack of any major negative catalysts. \n</p>\n<p>\n  Read:Stocks are at all-time highs and the U.S. economy is booming. So why is everyone so freaked out?  \n</p>\n<p>\n  \"Overall, it looks like clear skies for equity markets. Policy makers are still holding investors by the hand and vaccination programs have accelerated dramatically,\" said Marios Hadjikyriacos, investment analyst at XM, in a note. \n</p>\n<p>\n  Half of all adults in the U.S. have received at least <a href=\"https://laohu8.com/S/AONE\">one</a> COVID-19 shot , the Centers for Disease Control and Prevention reported Sunday, as the vaccination campaign hit another milestone. \n</p>\n<p>\n  \"The only real risks on the radar are excess inflation that leads the Fed to shift gears abruptly, some new vaccine-resistant variant, or the geopolitical temperature rising further in critical theaters like Ukraine or Taiwan,\" Hadjikyriacos said. \n</p>\n<p>\n  Stocks received a lift last week as earnings season got under way with solid results from big banks and as investors digested strong economic data. \n</p>\n<p>\n  Investors continue to watch the debate around President Joe Biden's infrastructure plan, including his call to raise the corporate tax rate from 21% to 28%. Axios reported Sunday  that resistance among Senate Democrats was likely to limit a rise in the tax rate to 25%, which would raise $600 billion over 15 years and come in well short of offsetting the price tag of the eight-year $2.25 trillion package. \n</p>\n<p>\n  Investors are gearing up for a fresh round of earnings, with 81 S&amp;P 500 companies, including 10 components of the Dow, set to deliver results. \n</p>\n<p>\n  \"The heaviest period for earnings reports is this week and next. Obviously, recent market strength suggests high expectations. How companies perform relative to those expectations will determine the course of stock prices over the near term,\" said James Meyer, chief investment officer at <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> Bridge Advisors. \n</p>\n<p>\n  Which companies are in focus \n</p>\n<p>\n  How are other assets faring? \n</p>\n<p>\n  Need to Know:Forget bitcoin's weekend slump: Watch these 2 key levels for what happens next, strategist says  \n</p>\n<p>\n  -William Watts; 415-439-6400; AskNewswires@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  April 19, 2021 09:58 ET (13:58 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>","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>Dow pulls back from last week's records but retains grip on 34,000</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow pulls back from last week's records but retains grip on 34,000\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-04-19 21:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW UPDATE: Dow pulls back from last week's records but retains grip on 34,000\n</p>\n<p>\n  By William Watts and Sunny Oh \n</p>\n<p>\n  Stocks pulled back modestly early Monday, after the Dow Jones Industrial Average and S&amp;P 500 ended last week at all-time highs as investors struggled for reasons to push equity benchmarks to new heights. \n</p>\n<p>\n  What are major indexes doing? \n</p>\n<p>\n  The Dow and S&amp;P 500 closed at records on Friday , while the Nasdaq Composite booked its second-highest finish of all time. For the week, the Dow rose 1.2%, while the S&amp;P 500 gained 1.4% and the Nasdaq Composite advanced 1.1%. It was the fourth straight weekly rise for the Dow and S&amp;P 500, while the Nasdaq booked its third consecutive weekly gain. \n</p>\n<p>\n  What's driving the market? \n</p>\n<p>\n  Though equities Monday morning looked to be taking a breather from last week's record advance Monday, analysts said the tone remained constructive given a lack of any major negative catalysts. \n</p>\n<p>\n  Read:Stocks are at all-time highs and the U.S. economy is booming. So why is everyone so freaked out?  \n</p>\n<p>\n  \"Overall, it looks like clear skies for equity markets. Policy makers are still holding investors by the hand and vaccination programs have accelerated dramatically,\" said Marios Hadjikyriacos, investment analyst at XM, in a note. \n</p>\n<p>\n  Half of all adults in the U.S. have received at least <a href=\"https://laohu8.com/S/AONE\">one</a> COVID-19 shot , the Centers for Disease Control and Prevention reported Sunday, as the vaccination campaign hit another milestone. \n</p>\n<p>\n  \"The only real risks on the radar are excess inflation that leads the Fed to shift gears abruptly, some new vaccine-resistant variant, or the geopolitical temperature rising further in critical theaters like Ukraine or Taiwan,\" Hadjikyriacos said. \n</p>\n<p>\n  Stocks received a lift last week as earnings season got under way with solid results from big banks and as investors digested strong economic data. \n</p>\n<p>\n  Investors continue to watch the debate around President Joe Biden's infrastructure plan, including his call to raise the corporate tax rate from 21% to 28%. Axios reported Sunday  that resistance among Senate Democrats was likely to limit a rise in the tax rate to 25%, which would raise $600 billion over 15 years and come in well short of offsetting the price tag of the eight-year $2.25 trillion package. \n</p>\n<p>\n  Investors are gearing up for a fresh round of earnings, with 81 S&amp;P 500 companies, including 10 components of the Dow, set to deliver results. \n</p>\n<p>\n  \"The heaviest period for earnings reports is this week and next. Obviously, recent market strength suggests high expectations. How companies perform relative to those expectations will determine the course of stock prices over the near term,\" said James Meyer, chief investment officer at <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> Bridge Advisors. \n</p>\n<p>\n  Which companies are in focus \n</p>\n<p>\n  How are other assets faring? \n</p>\n<p>\n  Need to Know:Forget bitcoin's weekend slump: Watch these 2 key levels for what happens next, strategist says  \n</p>\n<p>\n  -William Watts; 415-439-6400; AskNewswires@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  April 19, 2021 09:58 ET (13:58 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","IVV":"标普500ETF-iShares","SSO":"2倍做多标普500ETF-ProShares","SH":"做空标普500-Proshares",".SPX":"S&P 500 Index","OEX":"标普100","SPXU":"三倍做空标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","OEF":"标普100指数ETF-iShares"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128891469","content_text":"MW UPDATE: Dow pulls back from last week's records but retains grip on 34,000\n\n\n  By William Watts and Sunny Oh \n\n\n  Stocks pulled back modestly early Monday, after the Dow Jones Industrial Average and S&P 500 ended last week at all-time highs as investors struggled for reasons to push equity benchmarks to new heights. \n\n\n  What are major indexes doing? \n\n\n  The Dow and S&P 500 closed at records on Friday , while the Nasdaq Composite booked its second-highest finish of all time. For the week, the Dow rose 1.2%, while the S&P 500 gained 1.4% and the Nasdaq Composite advanced 1.1%. It was the fourth straight weekly rise for the Dow and S&P 500, while the Nasdaq booked its third consecutive weekly gain. \n\n\n  What's driving the market? \n\n\n  Though equities Monday morning looked to be taking a breather from last week's record advance Monday, analysts said the tone remained constructive given a lack of any major negative catalysts. \n\n\n  Read:Stocks are at all-time highs and the U.S. economy is booming. So why is everyone so freaked out?  \n\n\n  \"Overall, it looks like clear skies for equity markets. Policy makers are still holding investors by the hand and vaccination programs have accelerated dramatically,\" said Marios Hadjikyriacos, investment analyst at XM, in a note. \n\n\n  Half of all adults in the U.S. have received at least one COVID-19 shot , the Centers for Disease Control and Prevention reported Sunday, as the vaccination campaign hit another milestone. \n\n\n  \"The only real risks on the radar are excess inflation that leads the Fed to shift gears abruptly, some new vaccine-resistant variant, or the geopolitical temperature rising further in critical theaters like Ukraine or Taiwan,\" Hadjikyriacos said. \n\n\n  Stocks received a lift last week as earnings season got under way with solid results from big banks and as investors digested strong economic data. \n\n\n  Investors continue to watch the debate around President Joe Biden's infrastructure plan, including his call to raise the corporate tax rate from 21% to 28%. Axios reported Sunday  that resistance among Senate Democrats was likely to limit a rise in the tax rate to 25%, which would raise $600 billion over 15 years and come in well short of offsetting the price tag of the eight-year $2.25 trillion package. \n\n\n  Investors are gearing up for a fresh round of earnings, with 81 S&P 500 companies, including 10 components of the Dow, set to deliver results. \n\n\n  \"The heaviest period for earnings reports is this week and next. Obviously, recent market strength suggests high expectations. How companies perform relative to those expectations will determine the course of stock prices over the near term,\" said James Meyer, chief investment officer at Tower Bridge Advisors. \n\n\n  Which companies are in focus \n\n\n  How are other assets faring? \n\n\n  Need to Know:Forget bitcoin's weekend slump: Watch these 2 key levels for what happens next, strategist says  \n\n\n  -William Watts; 415-439-6400; AskNewswires@dowjones.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  April 19, 2021 09:58 ET (13:58 GMT)\n\n\n  Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"OEX":0.6,"SH":0.6,".SPX":0.6,"IVV":0.6,"ESmain":0.6,"SSO":0.6,"UPRO":0.6,"SPXU":0.6,"SDS":0.6,"OEF":0.6}},"isVote":1,"tweetType":1,"viewCount":1258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370931810,"gmtCreate":1618541676630,"gmtModify":1704712464780,"author":{"id":"3561252728435238","authorId":"3561252728435238","name":"NiuBili","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561252728435238","idStr":"3561252728435238"},"themes":[],"htmlText":"yea","listText":"yea","text":"yea","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370931810","repostId":"2127880543","repostType":2,"repost":{"id":"2127880543","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1618539023,"share":"https://ttm.financial/m/news/2127880543?lang=en_US&edition=fundamental","pubTime":"2021-04-16 10:10","market":"us","language":"en","title":"BRIEF-Tesla CEO Musk Says He Sees Limited Production Of Model Y This Year In Giga Texas, High Volume Next Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2127880543","media":"Reuters","summary":"April 15 (Reuters) -    * TESLA CEO MUSK SAYS HE SEES LIMITED PRODUCTION OF MODEL Y THIS YEAR IN GIG","content":"<html><body><p>April 15 (Reuters) - </p><p>   * TESLA CEO MUSK SAYS HE SEES LIMITED PRODUCTION OF MODEL Y THIS YEAR IN GIGA TEXAS, HIGH VOLUME NEXT YEAR</p><p>   * TESLA CEO MUSK SAYS HE ALSO SEES LIMITED PRODUCTION OF MODEL Y THIS YEAR IN BERLIN FACTORY WITH HIGH VOLUME NEXT YEAR</p><p>Source text : </p><p> ((reuters.briefs@thomsonreuters.com;))</p></body></html>","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>BRIEF-Tesla CEO Musk Says He Sees Limited Production Of Model Y This Year In Giga Texas, High Volume Next 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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBRIEF-Tesla CEO Musk Says He Sees Limited Production Of Model Y This Year In Giga Texas, High Volume Next Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-16 10:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>April 15 (Reuters) - </p><p>   * TESLA CEO MUSK SAYS HE SEES LIMITED PRODUCTION OF MODEL Y THIS YEAR IN GIGA TEXAS, HIGH VOLUME NEXT YEAR</p><p>   * TESLA CEO MUSK SAYS HE ALSO SEES LIMITED PRODUCTION OF MODEL Y THIS YEAR IN BERLIN FACTORY WITH HIGH VOLUME NEXT YEAR</p><p>Source text : </p><p> ((reuters.briefs@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","00075":"渝太地产"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127880543","content_text":"April 15 (Reuters) -    * TESLA CEO MUSK SAYS HE SEES LIMITED PRODUCTION OF MODEL Y THIS YEAR IN GIGA TEXAS, HIGH VOLUME NEXT YEAR   * TESLA CEO MUSK SAYS HE ALSO SEES LIMITED PRODUCTION OF MODEL Y THIS YEAR IN BERLIN FACTORY WITH HIGH VOLUME NEXT YEARSource text :  ((reuters.briefs@thomsonreuters.com;))","news_type":1,"symbols_score_info":{"00075":1,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":359339470,"gmtCreate":1616338787790,"gmtModify":1704792991569,"author":{"id":"3561252728435238","authorId":"3561252728435238","name":"NiuBili","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561252728435238","authorIdStr":"3561252728435238"},"themes":[],"htmlText":"expected","listText":"expected","text":"expected","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/359339470","repostId":"1199154789","repostType":4,"repost":{"id":"1199154789","kind":"news","pubTimestamp":1616164372,"share":"https://ttm.financial/m/news/1199154789?lang=en_US&edition=fundamental","pubTime":"2021-03-19 22:32","market":"us","language":"en","title":"Fed Disappoints Market, Lets SLR Relief Expire: What Happens Next","url":"https://stock-news.laohu8.com/highlight/detail?id=1199154789","media":"zerohedge","summary":"As washinted at, and discussed in depth here,the Fed decided - under political pressure from progressive Democrats such asElizabeth Warren and Sherrod Brown- to let the temporary Supplementary Leverage Ratio  exemption expire as scheduled on March 31, the one year anniversary of the rule change.The federal bank regulatory agencies today announced that the temporary change to the supplementary leverage ratio, or SLR, for depository institutions issued on May 15, 2020, will expire as scheduled on ","content":"<p>As washinted at, and discussed in depth here,the Fed decided - under political pressure from progressive Democrats such asElizabeth Warren and Sherrod Brown- to let the temporary Supplementary Leverage Ratio (SLR) exemption expire as scheduled on March 31, the one year anniversary of the rule change.</p><blockquote>The federal bank regulatory agencies today announced that the temporary change to the supplementary leverage ratio, or SLR, for depository institutions issued on May 15, 2020, will expire as scheduled on March 31, 2021.The temporary change was made to provide flexibility for depository institutions to provide credit to households and businesses in light of the COVID-19 event.</blockquote><p><img src=\"https://static.tigerbbs.com/b822960da59d651f093b5113cd0c3fd0\" tg-width=\"500\" tg-height=\"319\" referrerpolicy=\"no-referrer\">This outcome is theone (again) correctly predictedby former NY Fed guru Zoltan Pozsar who following the FOMC said that \"the fact that the Fed made this adjustment practically preemptively – the o/n RRP facility is not being used at the moment, so there are no capacity constraints yet, while repo and bill yields aren’t trading negative yet –<b>suggests that the Fed is “foaming the runway” for the end of SLR exemption</b>.\"</p><p>Knowing well this would be a very hot button issue for the market, the Fed published thefollowing statementto ease trader nerves, noting that while the SLR special treatment will expire on March 31, the Fed is \"inviting public comment on several potential SLR modifications\" and furthermore, \"<b>Board may need to address the current design and calibration of the SLR over time to prevent strains from developing that could both constrain economic growth and undermine financial stability</b>\" - in short, if yields spike, the Fed will re-introduce the SLR without delay:</p><blockquote>The Federal Reserve Board on Friday announced that the temporary change to its supplementary leverage ratio, or SLR, for bank holding companies will expire as scheduled on March 31. <b>Additionally, the Board will shortly seek comment on measures to adjust the SLR. The Board will take appropriate actions to assure that any changes to the SLR do not erode the overall strength of bank capital requirements.</b>To ease strains in the Treasury market resulting from the COVID-19 pandemic and to promote lending to households and businesses, the Board temporarily modified the SLR last year to exclude U.S. Treasury securities and central bank reserves. Since that time, the Treasury market has stabilized. <b>However, because of recent growth in the supply of central bank reserves and the issuance of Treasury securities, the Board may need to address the current design and calibration of the SLR over time to prevent strains from developing that could both constrain economic growth and undermine financial stability.To ensure that the SLR—which was established in 2014 as an additional capital requirement—remains effective in an environment of higher reserves, the Board will soon be inviting public comment on several potential SLR modifications.</b>The proposal and comments will contribute to ongoing discussions with the Department of the Treasury and other regulators on future work to ensure the resiliency of the Treasury market.</blockquote><p>The Fed's soothing wods notwithstanding,<b>having been primed for a favorable outcome, the Fed's disappointing announcement was hardly the news traders were hoping for and stocks tumbled...</b></p><p><img src=\"https://static.tigerbbs.com/c341c3843a5031cd1599c2c89e198050\" tg-width=\"500\" tg-height=\"305\" referrerpolicy=\"no-referrer\">Bond yields spiked...</p><p><img src=\"https://static.tigerbbs.com/14173c1ce587fb45efe4c30ecc1dfbab\" tg-width=\"500\" tg-height=\"284\" referrerpolicy=\"no-referrer\">... while the stock of JPM, which is the most exposed bank to SLR relief (as noted yesterday in \"Facing Up To JP Morgan's Leverage Relief Threats\")...</p><p><img src=\"https://static.tigerbbs.com/32811183fba3dbddf1c440836298c7f3\" tg-width=\"500\" tg-height=\"602\" referrerpolicy=\"no-referrer\">.... slumped.</p><p><img src=\"https://static.tigerbbs.com/2fba41463f15e79d2b8436cdd6a526fc\" tg-width=\"500\" tg-height=\"306\" referrerpolicy=\"no-referrer\">In case you've been living under a rock, here's why you should care about the SLR decision: First, for those whomissed our primer on the issue, some background from JPM (ironically the one bank that has the most to lose from the Fed's decision) the bottom line is that without SLR relief,<b>banks may have to delever, raise new capital, halt buybacks, sell preferred stock, turn down deposits and generally push back on reserves (not necessarily all of these, and not in that order) just as the Fed is injecting hundreds of billions of reserves into the market as the Treasury depletes its TGA account.</b></p><blockquote>The massive expansion of the Fed’s balance that has occurred implied an equally massive growth in bank reserves held at Federal Reserve banks. <b>The expiration of the regulatory relief would add ~$2.1tn of leverage exposure across the 8 GSIBs. As well, TGA reduction and continued QE could add another ~$2.35tn of deposits to the system during 2021.</b></blockquote><p><img src=\"https://static.tigerbbs.com/392342c2f3e1dd008b2276172a9b3ecf\" tg-width=\"500\" tg-height=\"253\" referrerpolicy=\"no-referrer\">While the expiry of the carve-out on March 31 would not have an immediate impact on GSIBs, the continued increase in leverage assets throughout the course of the year would increase long-term debt (LTD) and preferred requirements. Here, JPM takes an optimistic view and writes that<b>\"even the “worst” case issuance scenario as very manageable, with LTD needs of $35bn for TLAC requirements and preferred needs of $15-$20bn to maintain the industry-wide SLR at 5.6%.</b></p><p>The constraint is greater at the bank entity, where the capacity to grow leverage exposure to be ~$765bn at 6.2% SLR.\"Goldman's take was more troubling: the bank estimated that under the continued QE regime, there would be a shortfall of some $2 trillion in reserve capacity, mainly in the form of deposits which the banks would be unable to accept as part of ongoing QE (much more in Goldman'sfull take of the SLR quandary).</p><p><b>So what happens next?</b></p><p>Addressing this topic, yesterday Curvature's Scott Skyrm wrote that \"<i>the largest banks are enjoying much larger balance sheets, but there are political factors in Washington that are against an extension of the exemption.... Here are a couple of scenarios and their implications on the Repo market</i>:</p><blockquote>The exemption is extended 3 months or 6 months - No impact on the Repo market. It's already fully priced-in.The exemption is continued for reserves, but ended for Treasurys. <b>Since large banks are the largest cash providers in the Repo market, less cash is intermediated into the market and Repo rates rise. Volatility increases as Repo assets move from the largest banks to the other Repo market participants.The exemption is ended for both reserves and Treasurys. Same as above.</b></blockquote><p>In other words, Skyrm has a relatively downbeat view, warning that \"since large banks are the largest cash providers in the Repo market, less cash is intermediated into the market and Repo rates rise.\" Additionally, volatility is likely to increase as repo assets move from the largest banks to the other Repo market participants...</p><p>Perhaps a bit too draconian? Well, last week, JPMorgan laid out 5 scenarios for SLR, of which two predicted the end of SLR relief on March 31, as follow:</p><blockquote><u><b>3. Relief ends March 31, banks fully raise capital</b></u> <b>Impact on BanksRatesFront-End Rates</b> <u><b>4. Relief ends March 31, banks raise capital &amp; de-lever</b></u> <b>Impact on BanksRatesFront-End Rates</b></blockquote><p>Going back to Zoltan, let's recallthat the repo gurualso cautioned that \"ending the exemption of reserves and Treasuries from the calculation of the SLR may mean that U.S. banks will turn away deposits and reserves on the margin (not Treasuries) to leave more room for market-making activities,<b>and these flows will swell further money funds’ inflows coming from TGA drawdowns.</b>\"</p><p>More importantly, Zoltan does not expect broad chaos in repo or broader markets, and instead provides a more benign view on the negligible impact the SLR has had (and will be if it is eliminated), as he explained in a note from Tuesday.</p><p><img src=\"https://static.tigerbbs.com/caeeb2b1290e084832f29d61cea6a90b\" tg-width=\"500\" tg-height=\"534\" referrerpolicy=\"no-referrer\">How to determine if Zoltan's benign view is correct? He concluded his note by writing that \"given that our call for a zero-to-negative FRA-OIS spread by the end of June was predicated on the end of SLR extension and an assumption that the Fed will try to fix a quantity problem with prices, not quantities, today’s adjustments mean that FRA-OIS won’t trade all the way down to zero or negative territory.\"</p><blockquote>FRA-OIS from here will be a function of how tight FX swaps will trade relative to OIS, but Treasury bills trading at deeply sub-zero rates is no longer a risk...</blockquote><p>While Bills have occasionally dipped into the negative territory on occasion, so far they have avoided a fullblown plunge into NIRP, which may be just the positive sign the market is waiting for to ease the nerves associated with the sudden and largely unexpected end of the SLR exemption.</p><p>* *&nbsp; *</p><p>Finally, for those curious what the immediate market impact will be, NatWest strategist Blake Gwinn writes that the Fed announcement that they’re letting regulatory exemptions for banks expire at the end of the month \"really threads the needle and \"assuages concerns about the potential long-term impact on the markets\" as<b>the SLR \"ends it but defuses a lot of the knee-jerk market reaction” by pledging to address the current design and calibration of the supplementary leverage ratio to prevent strains from developing</b>.</p><p>“I was never worried about a day-one bank puke of Treasuries or drawdown in repo or anything like that on no renewal,” Gwinn said. “My concern was the longer run,” like as reserves continue to rise, would the SLR “become a nuisance and drag on Treasuries and spreads” Gwinn concludes that with the statement, the Fed is<b>\"really speaking to those fears and basically saying, ‘don’t worry, we are on it’.”</b></p><p>Well, with yields spiking to HOD in early quad-witch trading, the market sure seems quite skeptical that the Fed is on anything.</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>Fed Disappoints Market, Lets SLR Relief Expire: What Happens Next</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Disappoints Market, Lets SLR Relief Expire: What Happens Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 22:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/stocks-bopnds-tank-after-fed-lets-slr-relief-expire><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As washinted at, and discussed in depth here,the Fed decided - under political pressure from progressive Democrats such asElizabeth Warren and Sherrod Brown- to let the temporary Supplementary ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/stocks-bopnds-tank-after-fed-lets-slr-relief-expire\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.zerohedge.com/markets/stocks-bopnds-tank-after-fed-lets-slr-relief-expire","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199154789","content_text":"As washinted at, and discussed in depth here,the Fed decided - under political pressure from progressive Democrats such asElizabeth Warren and Sherrod Brown- to let the temporary Supplementary Leverage Ratio (SLR) exemption expire as scheduled on March 31, the one year anniversary of the rule change.The federal bank regulatory agencies today announced that the temporary change to the supplementary leverage ratio, or SLR, for depository institutions issued on May 15, 2020, will expire as scheduled on March 31, 2021.The temporary change was made to provide flexibility for depository institutions to provide credit to households and businesses in light of the COVID-19 event.This outcome is theone (again) correctly predictedby former NY Fed guru Zoltan Pozsar who following the FOMC said that \"the fact that the Fed made this adjustment practically preemptively – the o/n RRP facility is not being used at the moment, so there are no capacity constraints yet, while repo and bill yields aren’t trading negative yet –suggests that the Fed is “foaming the runway” for the end of SLR exemption.\"Knowing well this would be a very hot button issue for the market, the Fed published thefollowing statementto ease trader nerves, noting that while the SLR special treatment will expire on March 31, the Fed is \"inviting public comment on several potential SLR modifications\" and furthermore, \"Board may need to address the current design and calibration of the SLR over time to prevent strains from developing that could both constrain economic growth and undermine financial stability\" - in short, if yields spike, the Fed will re-introduce the SLR without delay:The Federal Reserve Board on Friday announced that the temporary change to its supplementary leverage ratio, or SLR, for bank holding companies will expire as scheduled on March 31. Additionally, the Board will shortly seek comment on measures to adjust the SLR. The Board will take appropriate actions to assure that any changes to the SLR do not erode the overall strength of bank capital requirements.To ease strains in the Treasury market resulting from the COVID-19 pandemic and to promote lending to households and businesses, the Board temporarily modified the SLR last year to exclude U.S. Treasury securities and central bank reserves. Since that time, the Treasury market has stabilized. However, because of recent growth in the supply of central bank reserves and the issuance of Treasury securities, the Board may need to address the current design and calibration of the SLR over time to prevent strains from developing that could both constrain economic growth and undermine financial stability.To ensure that the SLR—which was established in 2014 as an additional capital requirement—remains effective in an environment of higher reserves, the Board will soon be inviting public comment on several potential SLR modifications.The proposal and comments will contribute to ongoing discussions with the Department of the Treasury and other regulators on future work to ensure the resiliency of the Treasury market.The Fed's soothing wods notwithstanding,having been primed for a favorable outcome, the Fed's disappointing announcement was hardly the news traders were hoping for and stocks tumbled...Bond yields spiked...... while the stock of JPM, which is the most exposed bank to SLR relief (as noted yesterday in \"Facing Up To JP Morgan's Leverage Relief Threats\")....... slumped.In case you've been living under a rock, here's why you should care about the SLR decision: First, for those whomissed our primer on the issue, some background from JPM (ironically the one bank that has the most to lose from the Fed's decision) the bottom line is that without SLR relief,banks may have to delever, raise new capital, halt buybacks, sell preferred stock, turn down deposits and generally push back on reserves (not necessarily all of these, and not in that order) just as the Fed is injecting hundreds of billions of reserves into the market as the Treasury depletes its TGA account.The massive expansion of the Fed’s balance that has occurred implied an equally massive growth in bank reserves held at Federal Reserve banks. The expiration of the regulatory relief would add ~$2.1tn of leverage exposure across the 8 GSIBs. As well, TGA reduction and continued QE could add another ~$2.35tn of deposits to the system during 2021.While the expiry of the carve-out on March 31 would not have an immediate impact on GSIBs, the continued increase in leverage assets throughout the course of the year would increase long-term debt (LTD) and preferred requirements. Here, JPM takes an optimistic view and writes that\"even the “worst” case issuance scenario as very manageable, with LTD needs of $35bn for TLAC requirements and preferred needs of $15-$20bn to maintain the industry-wide SLR at 5.6%.The constraint is greater at the bank entity, where the capacity to grow leverage exposure to be ~$765bn at 6.2% SLR.\"Goldman's take was more troubling: the bank estimated that under the continued QE regime, there would be a shortfall of some $2 trillion in reserve capacity, mainly in the form of deposits which the banks would be unable to accept as part of ongoing QE (much more in Goldman'sfull take of the SLR quandary).So what happens next?Addressing this topic, yesterday Curvature's Scott Skyrm wrote that \"the largest banks are enjoying much larger balance sheets, but there are political factors in Washington that are against an extension of the exemption.... Here are a couple of scenarios and their implications on the Repo market:The exemption is extended 3 months or 6 months - No impact on the Repo market. It's already fully priced-in.The exemption is continued for reserves, but ended for Treasurys. Since large banks are the largest cash providers in the Repo market, less cash is intermediated into the market and Repo rates rise. Volatility increases as Repo assets move from the largest banks to the other Repo market participants.The exemption is ended for both reserves and Treasurys. Same as above.In other words, Skyrm has a relatively downbeat view, warning that \"since large banks are the largest cash providers in the Repo market, less cash is intermediated into the market and Repo rates rise.\" Additionally, volatility is likely to increase as repo assets move from the largest banks to the other Repo market participants...Perhaps a bit too draconian? Well, last week, JPMorgan laid out 5 scenarios for SLR, of which two predicted the end of SLR relief on March 31, as follow:3. Relief ends March 31, banks fully raise capital Impact on BanksRatesFront-End Rates 4. Relief ends March 31, banks raise capital & de-lever Impact on BanksRatesFront-End RatesGoing back to Zoltan, let's recallthat the repo gurualso cautioned that \"ending the exemption of reserves and Treasuries from the calculation of the SLR may mean that U.S. banks will turn away deposits and reserves on the margin (not Treasuries) to leave more room for market-making activities,and these flows will swell further money funds’ inflows coming from TGA drawdowns.\"More importantly, Zoltan does not expect broad chaos in repo or broader markets, and instead provides a more benign view on the negligible impact the SLR has had (and will be if it is eliminated), as he explained in a note from Tuesday.How to determine if Zoltan's benign view is correct? He concluded his note by writing that \"given that our call for a zero-to-negative FRA-OIS spread by the end of June was predicated on the end of SLR extension and an assumption that the Fed will try to fix a quantity problem with prices, not quantities, today’s adjustments mean that FRA-OIS won’t trade all the way down to zero or negative territory.\"FRA-OIS from here will be a function of how tight FX swaps will trade relative to OIS, but Treasury bills trading at deeply sub-zero rates is no longer a risk...While Bills have occasionally dipped into the negative territory on occasion, so far they have avoided a fullblown plunge into NIRP, which may be just the positive sign the market is waiting for to ease the nerves associated with the sudden and largely unexpected end of the SLR exemption.* *  *Finally, for those curious what the immediate market impact will be, NatWest strategist Blake Gwinn writes that the Fed announcement that they’re letting regulatory exemptions for banks expire at the end of the month \"really threads the needle and \"assuages concerns about the potential long-term impact on the markets\" asthe SLR \"ends it but defuses a lot of the knee-jerk market reaction” by pledging to address the current design and calibration of the supplementary leverage ratio to prevent strains from developing.“I was never worried about a day-one bank puke of Treasuries or drawdown in repo or anything like that on no renewal,” Gwinn said. “My concern was the longer run,” like as reserves continue to rise, would the SLR “become a nuisance and drag on Treasuries and spreads” Gwinn concludes that with the statement, the Fed is\"really speaking to those fears and basically saying, ‘don’t worry, we are on it’.”Well, with yields spiking to HOD in early quad-witch trading, the market sure seems quite skeptical that the Fed is on anything.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361462379,"gmtCreate":1614255699391,"gmtModify":1704769692492,"author":{"id":"3561252728435238","authorId":"3561252728435238","name":"NiuBili","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561252728435238","authorIdStr":"3561252728435238"},"themes":[],"htmlText":"Good news but will still go down","listText":"Good news but will still go down","text":"Good news but will still go down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/361462379","repostId":"2114317810","repostType":4,"repost":{"id":"2114317810","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1614249351,"share":"https://ttm.financial/m/news/2114317810?lang=en_US&edition=fundamental","pubTime":"2021-02-25 18:35","market":"hk","language":"en","title":"China's Xiaomi adds manufacturing muscle in India to boost phone production","url":"https://stock-news.laohu8.com/highlight/detail?id=2114317810","media":"Reuters","summary":"BENGALURU, Feb 25 (Reuters) - China's Xiaomi Corp is enlisting more contract manufacturers to make i","content":"<p>BENGALURU, Feb 25 (Reuters) - China's Xiaomi Corp is enlisting more contract manufacturers to make its phones in India, adding heft in a country where it is already <a href=\"https://laohu8.com/S/AONE\">one</a> of the biggest smartphone brands.</p>\n<p>China's BYD and DBG will be the company's new suppliers in India, Manu Jain, managing director of Xiaomi's India operations, said at a press conference on Thursday.</p>\n<p>Xiaomi has been manufacturing phones in India for over half a decade and has rapidly grown in the highly competitive market where voice calling and data costs are <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the lowest in the world.</p>\n<p>\"Now 99% of our smartphones and 100% of our smart TVs are manufactured in India and the majority of the components for smartphones will be locally manufactured or sourced from India,\" the company said.</p>\n<p>The company remained India's top smartphone seller in 2020, with a 26% market share, data from research firm Counterpoint showed.</p>\n<p>Its latest expansion plans come at a time when Chinese firms have come under scrutiny as a result of growing tensions between New Delhi and Beijing that began with a border clash last year.</p>\n<p>Xiaomi said DBG has set up a smartphone manufacturing plant in the northern Indian state of Haryana, while BYD is setting up a plant in Tamil Nadu in south India.</p>\n<p>The company has also opened a new factory in the southern state of Telangana to make televisions, Jain said, adding that all televisions sold in India would be made or assembled locally.</p>\n<p>Xiaomi also makes phones at plants in India run by contract manufacturers Foxconn Technology Co and Flex Ltd.</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>China's Xiaomi adds manufacturing muscle in India to boost phone production</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina's Xiaomi adds manufacturing muscle in India to boost phone production\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-02-25 18:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BENGALURU, Feb 25 (Reuters) - China's Xiaomi Corp is enlisting more contract manufacturers to make its phones in India, adding heft in a country where it is already <a href=\"https://laohu8.com/S/AONE\">one</a> of the biggest smartphone brands.</p>\n<p>China's BYD and DBG will be the company's new suppliers in India, Manu Jain, managing director of Xiaomi's India operations, said at a press conference on Thursday.</p>\n<p>Xiaomi has been manufacturing phones in India for over half a decade and has rapidly grown in the highly competitive market where voice calling and data costs are <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the lowest in the world.</p>\n<p>\"Now 99% of our smartphones and 100% of our smart TVs are manufactured in India and the majority of the components for smartphones will be locally manufactured or sourced from India,\" the company said.</p>\n<p>The company remained India's top smartphone seller in 2020, with a 26% market share, data from research firm Counterpoint showed.</p>\n<p>Its latest expansion plans come at a time when Chinese firms have come under scrutiny as a result of growing tensions between New Delhi and Beijing that began with a border clash last year.</p>\n<p>Xiaomi said DBG has set up a smartphone manufacturing plant in the northern Indian state of Haryana, while BYD is setting up a plant in Tamil Nadu in south India.</p>\n<p>The company has also opened a new factory in the southern state of Telangana to make televisions, Jain said, adding that all televisions sold in India would be made or assembled locally.</p>\n<p>Xiaomi also makes phones at plants in India run by contract manufacturers Foxconn Technology Co and Flex Ltd.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01810":"小米集团-W","00285":"比亚迪电子"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2114317810","content_text":"BENGALURU, Feb 25 (Reuters) - China's Xiaomi Corp is enlisting more contract manufacturers to make its phones in India, adding heft in a country where it is already one of the biggest smartphone brands.\nChina's BYD and DBG will be the company's new suppliers in India, Manu Jain, managing director of Xiaomi's India operations, said at a press conference on Thursday.\nXiaomi has been manufacturing phones in India for over half a decade and has rapidly grown in the highly competitive market where voice calling and data costs are one of the lowest in the world.\n\"Now 99% of our smartphones and 100% of our smart TVs are manufactured in India and the majority of the components for smartphones will be locally manufactured or sourced from India,\" the company said.\nThe company remained India's top smartphone seller in 2020, with a 26% market share, data from research firm Counterpoint showed.\nIts latest expansion plans come at a time when Chinese firms have come under scrutiny as a result of growing tensions between New Delhi and Beijing that began with a border clash last year.\nXiaomi said DBG has set up a smartphone manufacturing plant in the northern Indian state of Haryana, while BYD is setting up a plant in Tamil Nadu in south India.\nThe company has also opened a new factory in the southern state of Telangana to make televisions, Jain said, adding that all televisions sold in India would be made or assembled locally.\nXiaomi also makes phones at plants in India run by contract manufacturers Foxconn Technology Co and Flex Ltd.","news_type":1,"symbols_score_info":{"00285":0.9,"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574166160473753","authorId":"3574166160473753","name":"Ahvi","avatar":"https://static.tigerbbs.com/bd216b3fbf19641a7fe648254585ce79","crmLevel":11,"crmLevelSwitch":0,"idStr":"3574166160473753","authorIdStr":"3574166160473753"},"content":"Why do you say so?","text":"Why do you say so?","html":"Why do you say so?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112541752,"gmtCreate":1622892704576,"gmtModify":1704193060636,"author":{"id":"3561252728435238","authorId":"3561252728435238","name":"NiuBili","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561252728435238","authorIdStr":"3561252728435238"},"themes":[],"htmlText":"so many ipos","listText":"so many ipos","text":"so many ipos","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/112541752","repostId":"1106312903","repostType":4,"repost":{"id":"1106312903","kind":"news","pubTimestamp":1622855773,"share":"https://ttm.financial/m/news/1106312903?lang=en_US&edition=fundamental","pubTime":"2021-06-05 09:16","market":"us","language":"en","title":"U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1106312903","media":"Renaissance Capital","summary":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental h","content":"<p><b>Summary</b></p>\n<ul>\n <li>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</li>\n <li>Payments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.</li>\n <li>Chinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.</li>\n</ul>\n<p>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</p>\n<p>Payments platform&nbsp;<b>Marqeta</b>(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.</p>\n<p>Chinese online recruitment platform&nbsp;<b>Kanzhun</b>(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.</p>\n<p>Mental health services provider&nbsp;<b>LifeStance Health</b>(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.</p>\n<p>Israel’s&nbsp;<b>monday.com</b>(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.</p>\n<p>BPO vendor&nbsp;<b>TaskUs</b>(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.</p>\n<p>Data-driven marketing platform&nbsp;<b>Zeta Global</b>(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.</p>\n<p>Online luxury goods marketplace&nbsp;<b>1stDibs</b>(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.</p>\n<p>Chinese online tutoring platform&nbsp;<b>Zhangmen Education</b>(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/d771f02e44d9d489ff772f1577280332\" tg-width=\"945\" tg-height=\"666\"></p>\n<p>Street research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.</p>\n<p><b>IPO Market Snapshot</b></p>\n<p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&amp;P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.</p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta plans to raise $1.0 billion at a $12.4 billion ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MQ":"Marqeta, Inc.","TASK":"TaskUs Inc.","BZ":"BOSS直聘","ZME":"掌门教育","ZETA":"Zeta Global Holdings Corp.","LFST":"LifeStance Health Group, Inc.",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","MNDY":"Monday.com Ltd.","DIBS":"1stdibs.com Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106312903","content_text":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.\nChinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.\nChinese online recruitment platform Kanzhun(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.\nMental health services provider LifeStance Health(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.\nIsrael’s monday.com(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.\nBPO vendor TaskUs(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.\nData-driven marketing platform Zeta Global(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.\nOnline luxury goods marketplace 1stDibs(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.\nChinese online tutoring platform Zhangmen Education(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.\n\nStreet research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.","news_type":1,"symbols_score_info":{".SPX":0.9,"ZME":0.9,".IXIC":0.9,"TASK":0.9,"BZ":0.9,"LFST":0.9,"ZETA":0.9,"DIBS":0.9,".DJI":0.9,"MQ":0.9,"MNDY":0.9}},"isVote":1,"tweetType":1,"viewCount":4093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353935794,"gmtCreate":1616453912718,"gmtModify":1704794211077,"author":{"id":"3561252728435238","authorId":"3561252728435238","name":"NiuBili","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561252728435238","authorIdStr":"3561252728435238"},"themes":[],"htmlText":"chiong ah","listText":"chiong ah","text":"chiong ah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353935794","repostId":"1155582622","repostType":4,"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362268320,"gmtCreate":1614643158560,"gmtModify":1704773383490,"author":{"id":"3561252728435238","authorId":"3561252728435238","name":"NiuBili","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561252728435238","authorIdStr":"3561252728435238"},"themes":[],"htmlText":"wasted. didnt go in","listText":"wasted. didnt go in","text":"wasted. didnt go in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/362268320","repostId":"1102947994","repostType":4,"isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362263340,"gmtCreate":1614643052480,"gmtModify":1704773380900,"author":{"id":"3561252728435238","authorId":"3561252728435238","name":"NiuBili","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561252728435238","authorIdStr":"3561252728435238"},"themes":[],"htmlText":"Good news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/362263340","repostId":"1189063169","repostType":4,"repost":{"id":"1189063169","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1614612017,"share":"https://ttm.financial/m/news/1189063169?lang=en_US&edition=fundamental","pubTime":"2021-03-01 23:20","market":"us","language":"en","title":"U.S. manufacturing sector at three-year high, cost pressures mounting: ISM","url":"https://stock-news.laohu8.com/highlight/detail?id=1189063169","media":"Reuters","summary":"WASHINGTON (Reuters) - U.S. manufacturing activity increased to a three-year high in February amid a","content":"<p>WASHINGTON (Reuters) - U.S. manufacturing activity increased to a three-year high in February amid an acceleration in new orders, but factories continued to face higher costs for raw materials and other inputs as the pandemic drags on.</p>\n<p>The Institute for Supply Management (ISM) said on Monday its index of national factory activity rebounded to a reading of 60.8 last month from 58.7 in January. That was the highest level since February 2018.</p>\n<p>A reading above 50 indicates expansion in manufacturing, which accounts for 11.9% of the U.S. economy. Economists polled by Reuters had forecast the index edging up to 58.9 in February.</p>\n<p>The increase was despite a global semiconductor chip shortage, which has hurt production at automobile plants.</p>\n<p>The survey added to solid January data on consumer spending, building permits, factory production and home sales in suggesting that the economy got off to a strong start in the first quarter, thanks to nearly $900 billion in additional COVID-19 relief money from the government and a drop in new coronavirus infections and hospitalizations.</p>\n<p>But the year-long pandemic has gummed up the supply chain, boosting production costs for manufacturers. The survey’s measure of prices paid by manufacturers jumped to a reading of 86.0, the highest since July 2008, from 82.1 in January.</p>\n<p>This follows data last month showing a surge in consumers’ near-term inflation expectations, and fits in with views that inflation will accelerate in the months ahead. Economists are, however, split on whether the anticipated spike in price pressures will be transitory or not.</p>\n<p>U.S. Treasury yields have risen, with investors betting that extremely accommodative monetary and fiscal policy will boost inflation. Federal Reserve Chair Jerome Powell has played down these fears, citing three decades of lower and stable prices.</p>\n<p>There is also ample capacity in the labor market, with at least 19 million people on unemployment benefits. But Americans grounded at home by COVID-19 have accumulated excess savings, which can provide to a powerful tailwind to spending.</p>\n<p>Manufacturing has been driven by strong demand for goods, like electronics and furniture, as 23.2% of the labor force works from home because of the virus. Demand could, however, shift back to services in the summer as more Americans get vaccinated, and slow manufacturing activity from current levels.</p>\n<p>The ISM’s forward-looking new orders sub-index increased to a reading of 64.8 last month from 61.1 in January. Factories also received more export orders and order backlogs swelled. As a result, factories stepped up hiring last month.</p>\n<p>The survey’s manufacturing employment gauge rose to 54.4, the highest reading since March 2019, from 52.6 in January.</p>\n<p>That offers cautious optimism that employment growth picked up last month after nonfarm payrolls increased by only 49,000 jobs in January. The economy has recovered 12.3 million of the 22.2 million jobs lost during the pandemic.</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>U.S. manufacturing sector at three-year high, cost pressures mounting: ISM</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. manufacturing sector at three-year high, cost pressures mounting: ISM\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-03-01 23:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>WASHINGTON (Reuters) - U.S. manufacturing activity increased to a three-year high in February amid an acceleration in new orders, but factories continued to face higher costs for raw materials and other inputs as the pandemic drags on.</p>\n<p>The Institute for Supply Management (ISM) said on Monday its index of national factory activity rebounded to a reading of 60.8 last month from 58.7 in January. That was the highest level since February 2018.</p>\n<p>A reading above 50 indicates expansion in manufacturing, which accounts for 11.9% of the U.S. economy. Economists polled by Reuters had forecast the index edging up to 58.9 in February.</p>\n<p>The increase was despite a global semiconductor chip shortage, which has hurt production at automobile plants.</p>\n<p>The survey added to solid January data on consumer spending, building permits, factory production and home sales in suggesting that the economy got off to a strong start in the first quarter, thanks to nearly $900 billion in additional COVID-19 relief money from the government and a drop in new coronavirus infections and hospitalizations.</p>\n<p>But the year-long pandemic has gummed up the supply chain, boosting production costs for manufacturers. The survey’s measure of prices paid by manufacturers jumped to a reading of 86.0, the highest since July 2008, from 82.1 in January.</p>\n<p>This follows data last month showing a surge in consumers’ near-term inflation expectations, and fits in with views that inflation will accelerate in the months ahead. Economists are, however, split on whether the anticipated spike in price pressures will be transitory or not.</p>\n<p>U.S. Treasury yields have risen, with investors betting that extremely accommodative monetary and fiscal policy will boost inflation. Federal Reserve Chair Jerome Powell has played down these fears, citing three decades of lower and stable prices.</p>\n<p>There is also ample capacity in the labor market, with at least 19 million people on unemployment benefits. But Americans grounded at home by COVID-19 have accumulated excess savings, which can provide to a powerful tailwind to spending.</p>\n<p>Manufacturing has been driven by strong demand for goods, like electronics and furniture, as 23.2% of the labor force works from home because of the virus. Demand could, however, shift back to services in the summer as more Americans get vaccinated, and slow manufacturing activity from current levels.</p>\n<p>The ISM’s forward-looking new orders sub-index increased to a reading of 64.8 last month from 61.1 in January. Factories also received more export orders and order backlogs swelled. As a result, factories stepped up hiring last month.</p>\n<p>The survey’s manufacturing employment gauge rose to 54.4, the highest reading since March 2019, from 52.6 in January.</p>\n<p>That offers cautious optimism that employment growth picked up last month after nonfarm payrolls increased by only 49,000 jobs in January. The economy has recovered 12.3 million of the 22.2 million jobs lost during the pandemic.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189063169","content_text":"WASHINGTON (Reuters) - U.S. manufacturing activity increased to a three-year high in February amid an acceleration in new orders, but factories continued to face higher costs for raw materials and other inputs as the pandemic drags on.\nThe Institute for Supply Management (ISM) said on Monday its index of national factory activity rebounded to a reading of 60.8 last month from 58.7 in January. That was the highest level since February 2018.\nA reading above 50 indicates expansion in manufacturing, which accounts for 11.9% of the U.S. economy. Economists polled by Reuters had forecast the index edging up to 58.9 in February.\nThe increase was despite a global semiconductor chip shortage, which has hurt production at automobile plants.\nThe survey added to solid January data on consumer spending, building permits, factory production and home sales in suggesting that the economy got off to a strong start in the first quarter, thanks to nearly $900 billion in additional COVID-19 relief money from the government and a drop in new coronavirus infections and hospitalizations.\nBut the year-long pandemic has gummed up the supply chain, boosting production costs for manufacturers. The survey’s measure of prices paid by manufacturers jumped to a reading of 86.0, the highest since July 2008, from 82.1 in January.\nThis follows data last month showing a surge in consumers’ near-term inflation expectations, and fits in with views that inflation will accelerate in the months ahead. Economists are, however, split on whether the anticipated spike in price pressures will be transitory or not.\nU.S. Treasury yields have risen, with investors betting that extremely accommodative monetary and fiscal policy will boost inflation. Federal Reserve Chair Jerome Powell has played down these fears, citing three decades of lower and stable prices.\nThere is also ample capacity in the labor market, with at least 19 million people on unemployment benefits. But Americans grounded at home by COVID-19 have accumulated excess savings, which can provide to a powerful tailwind to spending.\nManufacturing has been driven by strong demand for goods, like electronics and furniture, as 23.2% of the labor force works from home because of the virus. Demand could, however, shift back to services in the summer as more Americans get vaccinated, and slow manufacturing activity from current levels.\nThe ISM’s forward-looking new orders sub-index increased to a reading of 64.8 last month from 61.1 in January. Factories also received more export orders and order backlogs swelled. As a result, factories stepped up hiring last month.\nThe survey’s manufacturing employment gauge rose to 54.4, the highest reading since March 2019, from 52.6 in January.\nThat offers cautious optimism that employment growth picked up last month after nonfarm payrolls increased by only 49,000 jobs in January. The economy has recovered 12.3 million of the 22.2 million jobs lost during the pandemic.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120510122,"gmtCreate":1624327396666,"gmtModify":1703833579006,"author":{"id":"3561252728435238","authorId":"3561252728435238","name":"NiuBili","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561252728435238","authorIdStr":"3561252728435238"},"themes":[],"htmlText":"tech","listText":"tech","text":"tech","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120510122","repostId":"1175629755","repostType":4,"repost":{"id":"1175629755","kind":"news","pubTimestamp":1624326466,"share":"https://ttm.financial/m/news/1175629755?lang=en_US&edition=fundamental","pubTime":"2021-06-22 09:47","market":"sh","language":"zh","title":"Are cycles and technology still fragrant? Which sectors to bet on in the second half of the year?","url":"https://stock-news.laohu8.com/highlight/detail?id=1175629755","media":"中国证券报","summary":"又到了各大券商中期策略密集出炉的时间。还有7个交易日，2021年上半年将收官，基金经理们也开始了下半年的投资布局。\n整体而言，基金机构认为，下半年A股可能维持区间震荡态势，仍对权益市场的长期结构性的投","content":"<p><div>It's time for the medium-term strategies of major brokerages to be intensively released. There are still 7 trading days, and the first half of 2021 will end, and fund managers have also started their investment layout in the second half of the year. Overall, fund institutions believe that A-shares may maintain a range-bound trend in the second half of the year, and they are still optimistic about the long-term structural investment opportunities in the equity market, and are optimistic about industries with better prosperity, such as new energy vehicles and electronics. For the cyclical sector with the best performance in the first half of the year, there are differences among fund managers. Some fund institutions believe that the overall cost performance of cyclical stocks will decline in the future, and it is recommended to gradually reduce the cyclical allocation ratio. But there are also...</p><p><a href=\"https://mp.weixin.qq.com/s/uImug2NKXUWY4l6_3fn5Bg\">Web link</a></div></p>","source":"zgzqb","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>Are cycles and technology still fragrant? Which sectors to bet on in the second half of the 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\">\nAre cycles and technology still fragrant? Which sectors to bet on in the second half of the year?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国证券报</strong><span class=\"h-time small\">2021-06-22 09:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>It's time for the medium-term strategies of major brokerages to be intensively released. There are still 7 trading days, and the first half of 2021 will end, and fund managers have also started their investment layout in the second half of the year. Overall, fund institutions believe that A-shares may maintain a range-bound trend in the second half of the year, and they are still optimistic about the long-term structural investment opportunities in the equity market, and are optimistic about industries with better prosperity, such as new energy vehicles and electronics. For the cyclical sector with the best performance in the first half of the year, there are differences among fund managers. Some fund institutions believe that the overall cost performance of cyclical stocks will decline in the future, and it is recommended to gradually reduce the cyclical allocation ratio. But there are also...</p><p><a href=\"https://mp.weixin.qq.com/s/uImug2NKXUWY4l6_3fn5Bg\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/uImug2NKXUWY4l6_3fn5Bg\">中国证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/uImug2NKXUWY4l6_3fn5Bg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175629755","content_text":"又到了各大券商中期策略密集出炉的时间。还有7个交易日，2021年上半年将收官，基金经理们也开始了下半年的投资布局。\n整体而言，基金机构认为，下半年A股可能维持区间震荡态势，仍对权益市场的长期结构性的投资机会前景乐观，看好景气度较好的行业，如新能源汽车、电子等板块。\n对于上半年表现最好的周期板块，基金经理之间出现分歧，有基金机构认为，接下来周期股整体性价比有所下降，建议逐步降低周期配置比例。但也有基金经理仍然看好，认为在经济复苏持续的背景下，周期板块仍有投资机会。\n或维持区间震荡\n经历了2020年的上涨之后，A股市场从春节后开始震荡调整，截至6月21日，上证综指和深证成指今年以来的涨幅分别只有1.62%和1.18%。上半年通胀预期叠加供需错配，原材料价格持续上行，钢铁、采掘、化工等周期行业领涨。\n即将进入2021年下半程，基金经理开始着手布局下半年。对于下半年的宏观经济，汇丰晋信基金首席宏观及策略师闵良超表示，整体来看，经济可能会放缓，但斜率可控，因基建和消费有较大的空间，A股有可能继续区间震荡。考虑到当前的宏观环境，后续投资应以自下而上的选股为主，关注企业的基本面和盈利能力，优选基本面超预期，或者成长性能够覆盖和消化估值的优质上市公司。\n金鹰基金权益投资部总经理陈立表示，展望下半年以及更长时期，全球经济整体复苏的力度和持续性尚需要观察，全球流动性的收缩预计是有序可控的。长期看，由于全球整体缺乏强有力的经济增长动能，维持较低增速概率大，全球中长期或仍将处于低利率环境。因此，投资者不应过度担忧，随着投资者对宏观流动性因素的认识提升后，市场将重回经济基本面。\n对于A股而言，陈立认为，与大宗商品相关度高、利率敏感的顺周期行业不排除会有回调的可能。不过，当前A股上市公司已经超过4300家，在产业更迭背景下具备长期结构性的投资机会。中长期而言，对权益市场的前景保持乐观。\n看好新能源车、电子等行业\n银华基金指出，当前宏观经济仍在持续恢复，对全年流动性依旧维持谨慎，社融后续表现恐仍偏弱。历史上看，这样的宏观背景不利于估值的扩张，后续市场不易走出单边行情，超额收益主要来自两方面：一是行业景气度能穿越经济周期，且估值与长期成长能力较为匹配的板块。二是精选Alpha，尤其是中小市值中，市场认知尚不充分、估值较低的成长股。\n银华基金建议，在行业配置上，建议均衡配置，一是建议逐步降低周期配置比例，配置银行等低估值行业以及自动化、汽车零部件等受益于全球经济复苏、出口产业链的偏中游制造类行业；二是中期看好受益于行业格局以及景气度仍较好的成长类子行业，如新能车、面板及军工等行业。\n富荣基金表示，短期维持市场整体偏震荡的格局不变，中长期认为业绩成长仍然是核心主线，看好高景气周期的光伏和电动车、电子等，看好低估值银行、部分周期龙头。\n诺安基金建议关注以下三大板块机会：一是科技板块，该板块近期或在行业基本面和政策的持续推动下有所表现；二是新能源板块，美国加码电动车刺激政策强化全球电动车逻辑正在验证，电动车板块行情或可延续；三是高端制造业，数据显示当前企业的资本开支在加大，未来业绩有望得到支撑。\n加仓or减持？对周期股看法不一\n周期板块是今年上半年最亮的星，精准把握周期股行情的基金，也在主动权益类基金中表现暂时领先，比如广发多因子、广发价值领先、宝盈产业优势等重仓周期行业股票的基金。\n对于下半年周期股行情能否持续，基金机构有不同的看法。银华基金认为，虽然当前全球复苏共振，宏观仍处于向上趋势，大宗商品价格或仍有上涨动力，但周期股整体性价比有所下降，建议逐步降低周期配置比例。\n也有基金经理表示，周期股上涨的主要逻辑就在于供需错配，一般情况下，只需要一到两个季度的时间，这种供需错配就会得到纠正，现在已是错配的尾部时间。\n仍然看好周期行情的基金经理也有充分的理由。一位明星基金经理表示：“市场对周期品的分歧，关键是对宏观经济的判断存在分歧”。全球供需不匹配、不均衡的复苏，还会持续一段时间。在经济持续复苏的背景下，周期品尤其是上游资源品的价格上涨，或者说价格在高点维持的时间，可能比市场预期得要长。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":3048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342957991,"gmtCreate":1618162991713,"gmtModify":1704707040804,"author":{"id":"3561252728435238","authorId":"3561252728435238","name":"NiuBili","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561252728435238","authorIdStr":"3561252728435238"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/342957991","repostId":"2126053888","repostType":2,"repost":{"id":"2126053888","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1618146000,"share":"https://ttm.financial/m/news/2126053888?lang=en_US&edition=fundamental","pubTime":"2021-04-11 21:00","market":"us","language":"en","title":"FOCUS-Canada's Telesat takes on Musk and Bezos in space race to provide fast broadband","url":"https://stock-news.laohu8.com/highlight/detail?id=2126053888","media":"Reuters","summary":"By Steve Scherer   OTTAWA, April 11 (Reuters) - Canada's Telesat is racing to launch a low-earth-orb","content":"<html><body><p>By Steve Scherer</p><p>   OTTAWA, April 11 (Reuters) - Canada's Telesat is racing to launch a low-earth-orbit <a href=\"https://laohu8.com/S/LEO\">$(LEO)$</a> satellite constellation to provide high-speed global broadband from space, pitting the satellite communications firm founded in 1969 against two trailblazing billionaires, Elon Musk and Jeff Bezos.</p><p>   Musk, the Tesla Inc    CEO who was only a year old when Telesat launched its first satellite, is putting the so-called Starlink LEO into orbit with his company SpaceX, and Amazon.com Inc   , which Bezos founded, is planning a LEO called Project Kuiper. Bezos also owns Blue Origin, which builds rockets.</p><p>   Despite the competition, Dan Goldberg, Telesat's chief executive officer, voices confidence when he calls Telesat's LEO constellation \"the Holy Grail\" for his shareholders - \"a sustainable competitive advantage in global broadband delivery.\"</p><p>   Telesat's LEO has a much lighter price tag than SpaceX and Amazon's, and the company has been in satellite services decades longer. In addition, instead of focusing on the consumer market like SpaceX and Amazon, Telesat seeks deep-pocketed business clients.</p><p>   Goldberg said he was literally losing sleep six years ago when he realized the company's business model was in peril as Netflix    and video streaming took off and fiber optics guaranteed lightning-fast internet connectivity.    </p><p>   Telesat's 15 geostationary <a href=\"https://laohu8.com/S/GEO\">$(GEO)$</a> satellites provide services mainly to TV broadcasters, internet service providers and government networks, all of whom were growing increasingly worried about the latency, or time delay, of bouncing signals off orbiters more than 35,000 km (22,200 miles) above earth.    </p><p>   Then in 2015 on a flight home from a Paris industry conference where latency was a constant theme, Goldberg wrote down his initial ideas for a LEO constellation on an <a href=\"https://laohu8.com/S/ACDVF\">Air Canada</a> napkin. </p><p>   Those ideas eventually led to Telesat's LEO constellation, dubbed Lightspeed, which will orbit about 35 times closer to earth than GEO satellites, and will provide internet connectivity at a speed akin to fiber optics.</p><p>   Telesat's first launch is planned in early 2023, while there are already some 1,200 of Musk's Starlink satellites in orbit.</p><p>   \"Starlink is going to be in service much sooner ... and that gives SpaceX the opportunity to win customers,\" said Caleb Henry, a senior analyst at Quilty Analytics.</p><p>   Starlink's \"first mover\" advantage is at most 24 months and \"no <a href=\"https://laohu8.com/S/AONE\">one</a>'s going to lock this whole market up in that amount of time,\" Goldberg said.</p><p>   Telesat in 2019 signed a launch deal with Bezos' aerospace company Blue Origin. Discussions are ongoing with three others, said David Wendling, Telesat's chief technical officer. </p><p>   They are Japan's Mitsubishi Heavy Industries Ltd   , Europe's ArianeGroup , and Musk's SpaceX, which launches the Starlink satellites. Wendling said a decision would be taken in a matter of months.</p><p>   Telesat aims to launch its first batch of 298 satellites being built by Thales Alenia Space in early 2023, with partial service in higher latitudes later that same year, and full global service in 2024.  </p><p>   'SWEET SPOT'</p><p>   The Lightspeed constellation is estimated to cost half as much as the $10 billion SpaceX and Amazon projects.</p><p>   \"We think we're in the sweet spot,\" Goldberg said. \"When we look at some of these other constellations, we don't get it.\"</p><p>   Analyst Henry said Telesat's focus on business clients is the right <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p><p>   \"You have two heavyweight players, SpaceX and Amazon, that are already pledging to spend $10 billion on satellite constellations optimized for the consumer market,\" he said. \"If Telesat can spend half that amount creating a high-performance system for businesses, then yeah, they stand to be very competitive.\"</p><p>   Telesat's industry experience may also provide an edge.</p><p>   \"We've worked with many of these customers for decades ... That's going to give us a real advantage,\" Goldberg said.</p><p>   Telesat \"is a satellite operator, has been a satellite operator, and has both the advantage of expertise and experience in that business,\" said Carissa Christensen, chief executive officer of the research firm BryceTech, adding, however, that she sees only two to three LEO constellations surviving. </p><p>   Telesat is nailing down financing - one-third equity and two-thirds debt - and will become publicly traded on the Nasdaq sometime this summer, and it could also list on the Toronto exchange after that. Currently, Canada's Public Sector Pension Investment Board and Loral Space &amp; Communications Inc    are the company's main shareholders.</p><p>   France and Canada's export credit agencies, BPI and EDC respectively, are expected to be the main lenders, Goldberg said. Quebec's provincial government is lending C$400 million ($317 million), and Canada's federal government has promised C$600 million to be a preferred customer. The company also posted C$246 million in net income in 2020.</p><p>   Executing the LEO plan is what keeps Goldberg up at night now, he said.</p><p>   \"When we decided to go down this path, the two richest people in the universe weren't focused on their own LEO constellations.\" </p><p>($1 = 1.2622 Canadian dollars)</p><p> (Reporting by Steve Scherer in Ottawa Editing by Matthew Lewis)</p><p>((steve.scherer@thomsonreuters.com; +1-647-480-7889;))</p></body></html>","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>FOCUS-Canada's Telesat takes on Musk and Bezos in space race to provide fast broadband</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFOCUS-Canada's Telesat takes on Musk and Bezos in space race to provide fast broadband\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-11 21:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>By Steve Scherer</p><p>   OTTAWA, April 11 (Reuters) - Canada's Telesat is racing to launch a low-earth-orbit <a href=\"https://laohu8.com/S/LEO\">$(LEO)$</a> satellite constellation to provide high-speed global broadband from space, pitting the satellite communications firm founded in 1969 against two trailblazing billionaires, Elon Musk and Jeff Bezos.</p><p>   Musk, the Tesla Inc    CEO who was only a year old when Telesat launched its first satellite, is putting the so-called Starlink LEO into orbit with his company SpaceX, and Amazon.com Inc   , which Bezos founded, is planning a LEO called Project Kuiper. Bezos also owns Blue Origin, which builds rockets.</p><p>   Despite the competition, Dan Goldberg, Telesat's chief executive officer, voices confidence when he calls Telesat's LEO constellation \"the Holy Grail\" for his shareholders - \"a sustainable competitive advantage in global broadband delivery.\"</p><p>   Telesat's LEO has a much lighter price tag than SpaceX and Amazon's, and the company has been in satellite services decades longer. In addition, instead of focusing on the consumer market like SpaceX and Amazon, Telesat seeks deep-pocketed business clients.</p><p>   Goldberg said he was literally losing sleep six years ago when he realized the company's business model was in peril as Netflix    and video streaming took off and fiber optics guaranteed lightning-fast internet connectivity.    </p><p>   Telesat's 15 geostationary <a href=\"https://laohu8.com/S/GEO\">$(GEO)$</a> satellites provide services mainly to TV broadcasters, internet service providers and government networks, all of whom were growing increasingly worried about the latency, or time delay, of bouncing signals off orbiters more than 35,000 km (22,200 miles) above earth.    </p><p>   Then in 2015 on a flight home from a Paris industry conference where latency was a constant theme, Goldberg wrote down his initial ideas for a LEO constellation on an <a href=\"https://laohu8.com/S/ACDVF\">Air Canada</a> napkin. </p><p>   Those ideas eventually led to Telesat's LEO constellation, dubbed Lightspeed, which will orbit about 35 times closer to earth than GEO satellites, and will provide internet connectivity at a speed akin to fiber optics.</p><p>   Telesat's first launch is planned in early 2023, while there are already some 1,200 of Musk's Starlink satellites in orbit.</p><p>   \"Starlink is going to be in service much sooner ... and that gives SpaceX the opportunity to win customers,\" said Caleb Henry, a senior analyst at Quilty Analytics.</p><p>   Starlink's \"first mover\" advantage is at most 24 months and \"no <a href=\"https://laohu8.com/S/AONE\">one</a>'s going to lock this whole market up in that amount of time,\" Goldberg said.</p><p>   Telesat in 2019 signed a launch deal with Bezos' aerospace company Blue Origin. Discussions are ongoing with three others, said David Wendling, Telesat's chief technical officer. </p><p>   They are Japan's Mitsubishi Heavy Industries Ltd   , Europe's ArianeGroup , and Musk's SpaceX, which launches the Starlink satellites. Wendling said a decision would be taken in a matter of months.</p><p>   Telesat aims to launch its first batch of 298 satellites being built by Thales Alenia Space in early 2023, with partial service in higher latitudes later that same year, and full global service in 2024.  </p><p>   'SWEET SPOT'</p><p>   The Lightspeed constellation is estimated to cost half as much as the $10 billion SpaceX and Amazon projects.</p><p>   \"We think we're in the sweet spot,\" Goldberg said. \"When we look at some of these other constellations, we don't get it.\"</p><p>   Analyst Henry said Telesat's focus on business clients is the right <a href=\"https://laohu8.com/S/AONE.U\">one</a>.</p><p>   \"You have two heavyweight players, SpaceX and Amazon, that are already pledging to spend $10 billion on satellite constellations optimized for the consumer market,\" he said. \"If Telesat can spend half that amount creating a high-performance system for businesses, then yeah, they stand to be very competitive.\"</p><p>   Telesat's industry experience may also provide an edge.</p><p>   \"We've worked with many of these customers for decades ... That's going to give us a real advantage,\" Goldberg said.</p><p>   Telesat \"is a satellite operator, has been a satellite operator, and has both the advantage of expertise and experience in that business,\" said Carissa Christensen, chief executive officer of the research firm BryceTech, adding, however, that she sees only two to three LEO constellations surviving. </p><p>   Telesat is nailing down financing - one-third equity and two-thirds debt - and will become publicly traded on the Nasdaq sometime this summer, and it could also list on the Toronto exchange after that. Currently, Canada's Public Sector Pension Investment Board and Loral Space &amp; Communications Inc    are the company's main shareholders.</p><p>   France and Canada's export credit agencies, BPI and EDC respectively, are expected to be the main lenders, Goldberg said. Quebec's provincial government is lending C$400 million ($317 million), and Canada's federal government has promised C$600 million to be a preferred customer. The company also posted C$246 million in net income in 2020.</p><p>   Executing the LEO plan is what keeps Goldberg up at night now, he said.</p><p>   \"When we decided to go down this path, the two richest people in the universe weren't focused on their own LEO constellations.\" </p><p>($1 = 1.2622 Canadian dollars)</p><p> (Reporting by Steve Scherer in Ottawa Editing by Matthew Lewis)</p><p>((steve.scherer@thomsonreuters.com; +1-647-480-7889;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","TSLA":"特斯拉","LORL":"劳拉空间通信","AMZN":"亚马逊","03086":"华夏纳指","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126053888","content_text":"By Steve Scherer   OTTAWA, April 11 (Reuters) - Canada's Telesat is racing to launch a low-earth-orbit $(LEO)$ satellite constellation to provide high-speed global broadband from space, pitting the satellite communications firm founded in 1969 against two trailblazing billionaires, Elon Musk and Jeff Bezos.   Musk, the Tesla Inc    CEO who was only a year old when Telesat launched its first satellite, is putting the so-called Starlink LEO into orbit with his company SpaceX, and Amazon.com Inc   , which Bezos founded, is planning a LEO called Project Kuiper. Bezos also owns Blue Origin, which builds rockets.   Despite the competition, Dan Goldberg, Telesat's chief executive officer, voices confidence when he calls Telesat's LEO constellation \"the Holy Grail\" for his shareholders - \"a sustainable competitive advantage in global broadband delivery.\"   Telesat's LEO has a much lighter price tag than SpaceX and Amazon's, and the company has been in satellite services decades longer. In addition, instead of focusing on the consumer market like SpaceX and Amazon, Telesat seeks deep-pocketed business clients.   Goldberg said he was literally losing sleep six years ago when he realized the company's business model was in peril as Netflix    and video streaming took off and fiber optics guaranteed lightning-fast internet connectivity.       Telesat's 15 geostationary $(GEO)$ satellites provide services mainly to TV broadcasters, internet service providers and government networks, all of whom were growing increasingly worried about the latency, or time delay, of bouncing signals off orbiters more than 35,000 km (22,200 miles) above earth.       Then in 2015 on a flight home from a Paris industry conference where latency was a constant theme, Goldberg wrote down his initial ideas for a LEO constellation on an Air Canada napkin.    Those ideas eventually led to Telesat's LEO constellation, dubbed Lightspeed, which will orbit about 35 times closer to earth than GEO satellites, and will provide internet connectivity at a speed akin to fiber optics.   Telesat's first launch is planned in early 2023, while there are already some 1,200 of Musk's Starlink satellites in orbit.   \"Starlink is going to be in service much sooner ... and that gives SpaceX the opportunity to win customers,\" said Caleb Henry, a senior analyst at Quilty Analytics.   Starlink's \"first mover\" advantage is at most 24 months and \"no one's going to lock this whole market up in that amount of time,\" Goldberg said.   Telesat in 2019 signed a launch deal with Bezos' aerospace company Blue Origin. Discussions are ongoing with three others, said David Wendling, Telesat's chief technical officer.    They are Japan's Mitsubishi Heavy Industries Ltd   , Europe's ArianeGroup , and Musk's SpaceX, which launches the Starlink satellites. Wendling said a decision would be taken in a matter of months.   Telesat aims to launch its first batch of 298 satellites being built by Thales Alenia Space in early 2023, with partial service in higher latitudes later that same year, and full global service in 2024.     'SWEET SPOT'   The Lightspeed constellation is estimated to cost half as much as the $10 billion SpaceX and Amazon projects.   \"We think we're in the sweet spot,\" Goldberg said. \"When we look at some of these other constellations, we don't get it.\"   Analyst Henry said Telesat's focus on business clients is the right one.   \"You have two heavyweight players, SpaceX and Amazon, that are already pledging to spend $10 billion on satellite constellations optimized for the consumer market,\" he said. \"If Telesat can spend half that amount creating a high-performance system for businesses, then yeah, they stand to be very competitive.\"   Telesat's industry experience may also provide an edge.   \"We've worked with many of these customers for decades ... That's going to give us a real advantage,\" Goldberg said.   Telesat \"is a satellite operator, has been a satellite operator, and has both the advantage of expertise and experience in that business,\" said Carissa Christensen, chief executive officer of the research firm BryceTech, adding, however, that she sees only two to three LEO constellations surviving.    Telesat is nailing down financing - one-third equity and two-thirds debt - and will become publicly traded on the Nasdaq sometime this summer, and it could also list on the Toronto exchange after that. Currently, Canada's Public Sector Pension Investment Board and Loral Space & Communications Inc    are the company's main shareholders.   France and Canada's export credit agencies, BPI and EDC respectively, are expected to be the main lenders, Goldberg said. Quebec's provincial government is lending C$400 million ($317 million), and Canada's federal government has promised C$600 million to be a preferred customer. The company also posted C$246 million in net income in 2020.   Executing the LEO plan is what keeps Goldberg up at night now, he said.   \"When we decided to go down this path, the two richest people in the universe weren't focused on their own LEO constellations.\" ($1 = 1.2622 Canadian dollars) (Reporting by Steve Scherer in Ottawa Editing by Matthew Lewis)((steve.scherer@thomsonreuters.com; +1-647-480-7889;))","news_type":1,"symbols_score_info":{"09086":0.6,"03086":0.6,"TSLA":0.9,"LORL":0.9,"QNETCN":0.6,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323663759,"gmtCreate":1615338645371,"gmtModify":1704781323258,"author":{"id":"3561252728435238","authorId":"3561252728435238","name":"NiuBili","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561252728435238","authorIdStr":"3561252728435238"},"themes":[],"htmlText":"Chiong ah","listText":"Chiong ah","text":"Chiong ah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/323663759","repostId":"1146881306","repostType":4,"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360535516,"gmtCreate":1613954783135,"gmtModify":1704886073450,"author":{"id":"3561252728435238","authorId":"3561252728435238","name":"NiuBili","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561252728435238","authorIdStr":"3561252728435238"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a>Good price to long now","listText":"<a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a>Good price to long now","text":"$Affirm Holdings, Inc.(AFRM)$Good price to long now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/360535516","isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}