Bryantian personal page - To The Moon

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Bryantian

请你不要再跟我说你长期持有这四个字

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02-25

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Inc.(PHUN)$","images":[{"img":"https://community-static.tradeup.com/news/5584f879ee8191c0fd89061bb456b50a","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407388344320096","isVote":1,"tweetType":1,"viewCount":2076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9926703121,"gmtCreate":1671625580264,"gmtModify":1676538565486,"author":{"id":"3562240180202268","authorId":"3562240180202268","name":"Bryantian","avatar":"https://static.tigerbbs.com/eacd542609b53d5e0932897463021ab7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562240180202268","authorIdStr":"3562240180202268"},"themes":[],"htmlText":"Pass gogogo","listText":"Pass gogogo","text":"Pass gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9926703121","isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166321935,"gmtCreate":1623992672527,"gmtModify":1703825980471,"author":{"id":"3562240180202268","authorId":"3562240180202268","name":"Bryantian","avatar":"https://static.tigerbbs.com/eacd542609b53d5e0932897463021ab7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562240180202268","authorIdStr":"3562240180202268"},"themes":[],"htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166321935","repostId":"1100031548","repostType":4,"repost":{"id":"1100031548","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623990608,"share":"https://ttm.financial/m/news/1100031548?lang=en_US&edition=fundamental","pubTime":"2021-06-18 12:30","market":"us","language":"zh","title":"The rate hike timetable is advanced, why did bank stocks fall instead of rising?","url":"https://stock-news.laohu8.com/highlight/detail?id=1100031548","media":"老虎资讯综合","summary":"6月18日消息，周四在美联储FOMC意外转鹰、“点阵图”暗示将提前至2023年加息的一天后，美国的银行股却“意外”大跌。其中，富国银行跌超6%，美国银行跌超4%，花旗、摩根士丹利跌超3%，高盛、摩根大","content":"<p>According to news on June 18, on Thursday, one day after the Federal Reserve's FOMC unexpectedly turned hawkish and the \"dot plot\" hinted that it would be advanced to the 2023 rate hike, U.S. bank stocks \"unexpectedly\" fell sharply. Among them, Wells Fargo fell more than 6%, Bank of America fell more than 4%, Citigroup and Morgan Stanley fell more than 3%, Goldman Sachs and JPMorgan Chase fell more than 2%.</p><p><img src=\"https://static.tigerbbs.com/7cae82e2032f339dfdc96477048910e9\" tg-width=\"354\" tg-height=\"243\" referrerpolicy=\"no-referrer\"></p><p>What caused the market to interpret good news into worries? The reason is probably inflation.</p><p>In fact, with the recovery of the U.S. economy, inflation has always been the focus of market attention, especially the differences on whether inflation is temporary or long-term have been great. Many analysts believe that the rise in consumer prices is the result of the combined effect of the Fed's excessive easing and economic opening, and will only exist in the short term.</p><p>Rate hike usually occurs when the economy overheats and is used as a tool to fight inflation. Therefore, the Federal Open Market Committee's hint that the rate hike timetable is advanced may mean that the Fed believes inflation is more likely to be a long-term threat.</p><p>James McCann, an economist at Aberdeen Standard Investments, said in an interview with CNBC that this is not what the market expected, but a clear signal from the Federal Reserve.<b>The Fed's rate hike schedule has moved ahead, indicating that its view on inflation has changed, contradicting its previous claim that the inflation spike is only temporary.</b></p><p><b>Undoubtedly, rate hike is good for bank stocks.</b>Because bank lending rates will fluctuate up and down with the Fed's benchmark interest rate. Raising the benchmark interest rate by the Federal Reserve means that banks can earn more interest income from loans and securities. For Bank of America, Wells Fargo and JPMorgan Chase, a 1% increase in the federal benchmark interest rate will increase interest income by billions of dollars.</p><p><b>But on the other hand, inflation will also threaten corporate loan demand.</b>This leads to insufficient loan amount and weakens the bank's ability to make money. After the dual factors are superimposed, it is still unknown how the story of bank stocks will be interpreted.</p><p>Previously, Zhongtai Securities reviewed the performance of Chinese and American bank stocks during multiple rounds of inflation.<b>It is concluded that the core investment logic of bank stocks is macro-economy.</b>When the demand side pushes prices upward, the duration and upward magnitude of banks' absolute and current returns are higher until monetary policy shifts significantly.<b>When the cost side drives prices upward, bank stocks will maintain positive absolute and relative returns in the initial stage, but the duration and intensity are weak. A long-term stagflation will suppress bank valuations.</b></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>The rate hike timetable is advanced, why did bank stocks fall instead of rising?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe rate hike timetable is advanced, why did bank stocks fall instead of rising?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-18 12:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>According to news on June 18, on Thursday, one day after the Federal Reserve's FOMC unexpectedly turned hawkish and the \"dot plot\" hinted that it would be advanced to the 2023 rate hike, U.S. bank stocks \"unexpectedly\" fell sharply. Among them, Wells Fargo fell more than 6%, Bank of America fell more than 4%, Citigroup and Morgan Stanley fell more than 3%, Goldman Sachs and JPMorgan Chase fell more than 2%.</p><p><img src=\"https://static.tigerbbs.com/7cae82e2032f339dfdc96477048910e9\" tg-width=\"354\" tg-height=\"243\" referrerpolicy=\"no-referrer\"></p><p>What caused the market to interpret good news into worries? The reason is probably inflation.</p><p>In fact, with the recovery of the U.S. economy, inflation has always been the focus of market attention, especially the differences on whether inflation is temporary or long-term have been great. Many analysts believe that the rise in consumer prices is the result of the combined effect of the Fed's excessive easing and economic opening, and will only exist in the short term.</p><p>Rate hike usually occurs when the economy overheats and is used as a tool to fight inflation. Therefore, the Federal Open Market Committee's hint that the rate hike timetable is advanced may mean that the Fed believes inflation is more likely to be a long-term threat.</p><p>James McCann, an economist at Aberdeen Standard Investments, said in an interview with CNBC that this is not what the market expected, but a clear signal from the Federal Reserve.<b>The Fed's rate hike schedule has moved ahead, indicating that its view on inflation has changed, contradicting its previous claim that the inflation spike is only temporary.</b></p><p><b>Undoubtedly, rate hike is good for bank stocks.</b>Because bank lending rates will fluctuate up and down with the Fed's benchmark interest rate. Raising the benchmark interest rate by the Federal Reserve means that banks can earn more interest income from loans and securities. For Bank of America, Wells Fargo and JPMorgan Chase, a 1% increase in the federal benchmark interest rate will increase interest income by billions of dollars.</p><p><b>But on the other hand, inflation will also threaten corporate loan demand.</b>This leads to insufficient loan amount and weakens the bank's ability to make money. After the dual factors are superimposed, it is still unknown how the story of bank stocks will be interpreted.</p><p>Previously, Zhongtai Securities reviewed the performance of Chinese and American bank stocks during multiple rounds of inflation.<b>It is concluded that the core investment logic of bank stocks is macro-economy.</b>When the demand side pushes prices upward, the duration and upward magnitude of banks' absolute and current returns are higher until monetary policy shifts significantly.<b>When the cost side drives prices upward, bank stocks will maintain positive absolute and relative returns in the initial stage, but the duration and intensity are weak. A long-term stagflation will suppress bank valuations.</b></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69af882c29a3ff047224139fe1096d17","relate_stocks":{"WFC":"富国银行","BAC":"美国银行","C":"花旗","JPM":"摩根大通","MS":"摩根士丹利","GS":"高盛"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100031548","content_text":"6月18日消息，周四在美联储FOMC意外转鹰、“点阵图”暗示将提前至2023年加息的一天后，美国的银行股却“意外”大跌。其中，富国银行跌超6%，美国银行跌超4%，花旗、摩根士丹利跌超3%，高盛、摩根大通跌超2%。\n\n是什么导致市场对利好消息的解读成了担忧？原因很可能还是通胀。\n实际上，随着美国经济复苏，通胀一直就是市场关注的焦点，特别是对通胀是暂时还是长期的分歧一直很大。不少分析师认为，消费者价格上涨是美联储过度宽松和经济开放共同作用的结果，只会在短期存在。\n而加息通常发生在经济过热时，用作对抗通胀的工具。因此，联邦公开市场委员会暗示加息时间表提前或许意味着，美联储认为通胀更可能是一个长期的威胁。\nAberdeen Standard Investments经济学家James McCann在接受CNBC采访时表示，这不是市场预期的，而是美联储明确传达出来的信号。美联储加息时间表提前，表明其对通胀的看法已经发生变化，这与其此前声称通胀飙升只是暂时的说法自相矛盾。\n毋庸置疑，加息利好银行股。因为银行贷款利率会随着美联储基准利率上下波动。美联储提高基准利率，意味着银行可以从贷款和证券上获得更多的利息收入。对美国银行、富国银行和摩根大通而言，联邦基准利率上调1%，利息收入将增加数十亿美元。\n但另一方面，通胀的也会威胁企业的贷款需求，导致贷款金额不足，削弱银行赚钱能力。双重因素叠加后，银行股的故事会如何演绎，尚不得而知。\n此前，中泰证券复盘中美银行股在多轮通胀时期的表现，得出结论：银行股核心投资逻辑是宏观经济。需求端推动价格上行时，银行绝对和现对收益的持续时间和上行幅度较高，直到货币政策明显转向。成本端推动价格上行时，银行股在初期会保持正绝对和相对收益，但持续时间和力度均较弱。长期滞涨会压制银行估值。","news_type":1,"symbols_score_info":{"MS":0.9,"WFC":0.9,"BAC":0.9,"JPM":0.9,"GS":0.9,"C":0.9}},"isVote":1,"tweetType":1,"viewCount":1296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959519115,"gmtCreate":1673019769538,"gmtModify":1676538770852,"author":{"id":"3562240180202268","authorId":"3562240180202268","name":"Bryantian","avatar":"https://static.tigerbbs.com/eacd542609b53d5e0932897463021ab7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562240180202268","authorIdStr":"3562240180202268"},"themes":[],"htmlText":"hhhh","listText":"hhhh","text":"hhhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959519115","isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147234635,"gmtCreate":1626358885127,"gmtModify":1703758657130,"author":{"id":"3562240180202268","authorId":"3562240180202268","name":"Bryantian","avatar":"https://static.tigerbbs.com/eacd542609b53d5e0932897463021ab7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562240180202268","authorIdStr":"3562240180202268"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147234635","repostId":"1114416626","repostType":4,"isVote":1,"tweetType":1,"viewCount":939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":238891291119792,"gmtCreate":1699360399524,"gmtModify":1699360406044,"author":{"id":"3562240180202268","authorId":"3562240180202268","name":"Bryantian","avatar":"https://static.tigerbbs.com/eacd542609b53d5e0932897463021ab7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562240180202268","authorIdStr":"3562240180202268"},"themes":[],"htmlText":"tiger 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16:19","market":"us","language":"zh","title":"[Change] The space journey begins, and Virgin Galactic once rose nearly 35% before the market.","url":"https://stock-news.laohu8.com/highlight/detail?id=1182518427","media":"老虎资讯综合","summary":"7月2日，维珍银河盘前一度大涨近35%，截至发稿，该股涨超30%；此前该公司宣布将尝试于7月11日进行一次太空飞行测试，并将把创始人送上太空，抢跑贝佐斯。","content":"<p>On July 2, Virgin Galactic rose nearly 35% before the market. As of press time, the stock rose by more than 30%; The company previously announced that it would try to conduct a space flight test on July 11 and would send the founder into space to beat Bezos.</p><p><img src=\"https://static.tigerbbs.com/db150e5a2c5b6c45ab73fd7d50e7b1c5\" tg-width=\"839\" tg-height=\"631\" referrerpolicy=\"no-referrer\"></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>[Change] The space journey begins, and Virgin Galactic once rose nearly 35% before the market.</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\">\n[Change] The space journey begins, and Virgin Galactic once rose nearly 35% before the market.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-02 16:19</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On July 2, Virgin Galactic rose nearly 35% before the market. 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