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Iris俊

Iris俊

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2021-06-16

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2022-03-26

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Night Reading | From Graham to Buffett, the constant is the pursuit of certainty

2022-03-21

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Preview this week | Tencent, Xiaomi, Meituan and other financial reports are coming together!

2022-02-26

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The Magical Life of an Actor: How did Zelensky become Ukrainian President?

2022-01-15

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The Nasdaq pullback comes as these low-valued tech stocks are turning on "gold-sucking" mode

2022-09-13

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2022-08-11

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2022-07-30

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2022-06-15

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Last Night This Morning | Late Night Heavy! The White House suddenly stated that China's assets were violently pulled

2022-03-22

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Night Reading | Munger: Do these things well, and the road to wealth and freedom is simple

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11:47","market":"other","language":"zh","title":"Tesla Cuts U.S. Starting Prices for Model 3, Model S/X, Introduces New Model Y","url":"https://stock-news.laohu8.com/highlight/detail?id=1193689379","media":"老虎资讯综合","summary":"4月7日，据特斯拉美国官网：特斯拉将标准续航升级版、高性能版Model3在美国的起售价降低1000美元，售价分别为4.199万美元和5.299万美元。特斯拉美国官网显示，Model S/X起售价下调9","content":"<p><html><head></head><body>On April 7th, according to Tesla's official website in the United States: Tesla reduced the starting price of the standard battery life upgraded version and the high-performance version of Model 3 in the United States by $1,000, which were priced at $41,990,000 and $52,990,000 respectively.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7895923a3a1158505e7642238c06b305\" title=\"\" tg-width=\"1892\" tg-height=\"785\"/></p><p>According to Tesla's official website in the United States, the starting price of Model S/X has been reduced by 9.5%, and the current price of Model S is $84,990 (original price of $89,990); Model S Plaid now $104,990 (was $109,990); Model X now $94,990 (was $99,990); The Model X Plaid is now $104,990 (was $109,990).</p><p><strong>Tesla has officially unveiled a new, lower-priced Model Y in the US with an AWD powertrain for $49,990.</strong>Both existing Model Ys have also been reduced by $2,000. Model Y LR cut to $52,990 from $54,990; Model Y P price cut to $56,990 from $58,990.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26e7f07d21403dc109ad63d14d361f8d\" title=\"\" tg-width=\"1889\" tg-height=\"791\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Cuts U.S. Starting Prices for Model 3, Model S/X, Introduces New Model Y</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\">\nTesla Cuts U.S. Starting Prices for Model 3, Model S/X, Introduces New Model Y\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\">2023-04-07 11:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 7th, according to Tesla's official website in the United States: Tesla reduced the starting price of the standard battery life upgraded version and the high-performance version of Model 3 in the United States by $1,000, which were priced at $41,990,000 and $52,990,000 respectively.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7895923a3a1158505e7642238c06b305\" title=\"\" tg-width=\"1892\" tg-height=\"785\"/></p><p>According to Tesla's official website in the United States, the starting price of Model S/X has been reduced by 9.5%, and the current price of Model S is $84,990 (original price of $89,990); Model S Plaid now $104,990 (was $109,990); Model X now $94,990 (was $99,990); The Model X Plaid is now $104,990 (was $109,990).</p><p><strong>Tesla has officially unveiled a new, lower-priced Model Y in the US with an AWD powertrain for $49,990.</strong>Both existing Model Ys have also been reduced by $2,000. Model Y LR cut to $52,990 from $54,990; Model Y P price cut to $56,990 from $58,990.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26e7f07d21403dc109ad63d14d361f8d\" title=\"\" tg-width=\"1889\" tg-height=\"791\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26e7f07d21403dc109ad63d14d361f8d","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193689379","content_text":"4月7日，据特斯拉美国官网：特斯拉将标准续航升级版、高性能版Model3在美国的起售价降低1000美元，售价分别为4.199万美元和5.299万美元。特斯拉美国官网显示，Model S/X起售价下调9.5%，Model S现价84990美元(原价89990美元)；Model S Plaid现价104990美元(原价109990美元)；Model X现价94990美元(原价99990美元)；Model X Plaid现价104990美元(原价109990美元)。特斯拉正式在美国推出了一款价格较低的新型Model Y，配备AWD动力系统，售价49990美元。现有两款Model Y的价格也均下调2000美元。Model Y LR由54990美元下调至52990美元；Model Y P价格由58990美元下调至56990美元。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928011246,"gmtCreate":1671149520885,"gmtModify":1676538498833,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568795433177386","authorIdStr":"3568795433177386"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928011246","repostId":"1139717344","repostType":4,"repost":{"id":"1139717344","kind":"news","pubTimestamp":1671111303,"share":"https://ttm.financial/m/news/1139717344?lang=en_US&edition=fundamental","pubTime":"2022-12-15 21:35","market":"us","language":"zh","title":"Yu Minhong made investors a lot of money this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1139717344","media":"36氪","summary":"最为熟悉的投资标的往往最容易被忽略，它来源于常识又取决于契机。","content":"<p><html><head></head><body>Author: Zhang Ziyi</p><p>The most familiar investment targets are often the easiest to overlook. They come from common sense and depend on opportunities.</p><p>For investors this year, losses are the norm, and it is even more difficult to recover blood. Hong Kong stocks fell as much as 16%, and personal losses were even worse.</p><p>Lin He became an exception. He entered the market at a high level and bought it at HK$25 early last year<a href=\"https://laohu8.com/S/01797\">New Oriental Online</a>(East Buy parent company) stock, the loss once exceeded 80%, but now the income exceeds one million. Same bet<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Another online investor earned more than 20 million yuan at a cost of 4 million yuan.</p><p>\"There are very few opportunities to encounter such stocks in a lifetime. In just a few months, the stock price has doubled more than ten times. It makes me reflect every day. Most people are always watching on the shore, and there are always very few people who dare to bet...\" Zhu Sheng, who once tried to \"bargain-hunting\" New Oriental Online, said to<a href=\"https://laohu8.com/S/KRKR\">36 Krypton</a>Concludes.</p><p>As of press time, New Oriental Online's share price has risen by 705% in the past year, with its share price falling to HK$ 2.84 at the lowest and HK$ 46.8 at the highest.</p><p><img src=\"https://static.tigerbbs.com/de6c97a17510781e8ab3fd2a2770aa96\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>For New Oriental Online and its investors, it has been a roller-coaster year, falling through the trough and reaching the peak. Because of this contrast, many Hong Kong stock investors told 36Kr that New Oriental Online is the most profitable stock in its hands this year, which not only makes up for this year's investment losses, but also makes considerable profits. The least one has a million-level income, and the most floating profit exceeds 10 million.</p><p>After all, after the \"double reduction policy\" landed in July last year, the business of countless education and training institutions instantly disappeared, and New Oriental, which has spanned several cycles in the education industry, is nothing more than this. However, no one could have expected that a year later, the stock price of New Oriental Online soared seven times due to the fire in the live broadcast room of \"East Buy\".</p><p>So, why is New Oriental Online, such an enterprise whose basic business suddenly disappeared, whose stock price plummeted, and whose future was unclear, able to allow so many people to grab wealth? Why are these investors, apart from the luck of choosing the right target and the courage to invest, how do they cross the cycle of the industry crash and achieve profitability this year?</p><p><b>Is there hope after falling deep into despair?</b></p><p>Perhaps Lin He didn't expect that the stock market crash he experienced eight years ago had laid the foreshadowing for him to insist on investing in New Oriental Online.</p><p>In January last year, the share price of New Oriental Online was still hovering around HK$ 20, and Lin He bought it for the first time. Since then, he will add positions every month for seven consecutive months. \"At that time, the cost was high when I bought it at the beginning, about 25 Hong Kong dollars, so I would buy New Oriental Online as soon as I had money. At that time, 70 to 80 percent of the people who bought stocks with me left...\" Lin He said.</p><p>It's strange not to go. Throughout 2021, New Oriental Online's share price fell by 81.04%. Lin He, who entered the market in 25 yuan, not only stood at the high point of the stock price, but also faced the reality that the investment loss exceeded 80%, and he had to double his capital by 4-5 times.</p><p>In the face of the falling stock price, Lin He, who is consciously very gambling, stayed behind. \"I started trading stocks in 2015, and I experienced the stock market crash as soon as I entered the market... I haven't made much money speculating in Hong Kong stocks in recent years, and a drop of 40 to 50 percent is nothing to me...\"</p><p>Jokingly, when investing in New Oriental Online, Lin He, who was in the entrepreneurial stage, was trying to adjust his investment style, from \"bargain-hunting\" to long-term investment in the past, and investing in some companies with good qualifications and growth in his opinion. The younger management team of New Oriental Online was an important reason for his investment. \"Their president is about the same age as me. At first, he wanted to spend some money to learn how to manage the enterprise with them. If the stock price fell, he paid the 'tuition'.\"</p><p>Obviously, the \"tuition\" has been paid for a long time, and he doesn't want to \"bargain-hunting\" and becomes a passive \"bargain-hunting\".</p><p>Although there are different ways to bargain-hunting, the underlying logic is similar. Zhu Sheng is an active \"bargain-hunting\" entrant. As a blogger in We Media, he knows and pays attention to the managers of different enterprises. \"The moral standard of management\" and the values of founders are his important judgment criteria when investing.</p><p>In the second half of last year, New Oriental Online laid off more than 40,000 employees, withdrew 1,500 teaching points, and donated only 80,000 sets of desks and chairs to rural schools... A series of news superimposed on the falling stock price made Zhu Sheng decide to enter the market.</p><p>\"I appreciate Yu Minhong more. These news shows that he is a responsible entrepreneur. Unlike those enterprises that run away, I think Yu Minhong himself is worth at least 10 billion yuan in market value...\"</p><p>Zhu Sheng began to buy New Oriental Online between the end of February and March this year. At that time, the company's share price had fallen to about HK$ 4.88/share. Zhu Sheng bought more than 100,000 shares, costing between HK$ 500,000 and HK$ 400,000. Previously, Yu Minhong's increase in holdings also made him judge that the share price of New Oriental Online may have reached the bottom, and the founder has feelings and confidence in this company.</p><p>For most Chinese, Yu Minhong is a familiar entrepreneur created by the times. He and his New Oriental, together with the study abroad boom, are also deeply memorable. \"Learning English\" is an important symbol of New Oriental, and all this will obviously have to be changed after July 2021.</p><p>In less than three months, Yu Minhong thought of a new development direction for New Oriental's transformation. This road was born from the issues that he has been concerned and worried about for many years, and it has already been clued in the fifth season of \"Thirteen Invitations\". The key word he mentioned most is \"rural areas\", and he thought about how to provide short-term but important help to rural areas.</p><p>On November 7, 2021, Yu Minhong announced during the live broadcast that New Oriental plans to set up a large-scale agricultural platform in the future. He and hundreds of teachers will bring goods through the live broadcast, integrate upstream and downstream resources, and help<a href=\"https://laohu8.com/S/000061\">Agricultural Products</a>Sales, so that farmers can transform, so that young farmers are willing to return to the countryside, so that more left-behind children can grow up with their parents, and support the cause of rural revitalization.</p><p>New Oriental started to discuss the transformation of live broadcast in September and October last year. Today, Dong Yuhui, who is on fire, decided to leave after learning that he wanted to transform live broadcast. At that time, Sun Dongxu, executive director and chief executive officer of New Oriental Online, retained him and said, \"When it is difficult, we have to believe that the team is condensed together, and as we walk, we may have a direction.\"</p><p>It can be seen that even Sun Dongxu is not so sure whether the road of live broadcast can work. Even some media are not optimistic. Economic Daily once published a commentary entitled \"New Oriental Shouldn't Copy Li Jiaqi\", which mentioned that \"as one of the leading enterprises in the off-campus education and training industry, New Oriental's transformation has the significance of weather vane. If you just jump from one fast-earning industry to another, I'm afraid it is not the best demonstration\"......</p><p>When the road of New Oriental's online transformation was discussed, Lin He became the earliest fans in the live broadcast room of \"East Buy\". As an investor, he wants to see how the live broadcast road of New Oriental's transformation develops.</p><p>For the outside world, any behavior of Yu Minhong will be closely linked with listed companies. In order to live up to investors, Yu Minhong also voted with real money. In mid-November last year, he spent HK$ 24.99 million in two days, increasing his holdings of New Oriental Online by 3.572 million shares in total. After the increase, his shareholding ratio increased from 4.63% to 4.98%.</p><p>Yu Minhong's increase in holdings once raised the share price of New Oriental Online. On November 30th alone, the company's share price rose by 90.06% in a single day, and the share price rose from the opening price of HK$ 4.19/share to HK$ 8.12/share. This overweight behavior also strengthened Lin He's confidence in continuing to hold stocks.</p><p>Even when he first watched East Buy, he wasn't sure. \"I couldn't understand the road of live shopping at that time, but I was optimistic about the direction of agriculture. My entrepreneurship is also in this direction, and the state will definitely support it; Moreover, Yu Minhong himself, at the age of 60, is willing to lead enterprises to start a business together. Whether this thing is successful or not, I can't find a second investment target similar to New Oriental Online; The company's management team is also very young and has clear equity. When the stock price fell, Yu Minhong overweight. He must have more development ideas for New Oriental. I follow them, which is equivalent to being a venture capital. \" Lin He said to review, an investment strategy at that time.</p><p><b>Stock price rockets, skyrocketing nearly 7 times in a week</b></p><p>It is also the norm that the road of turnover against the wind is difficult and twisty. In the half year of live broadcast in East Buy, the share price of New Oriental Online fell by nearly 40%. New Oriental Online, which stumbled and fumbled for the road of live broadcast, was trapped in a trough.</p><p>On May 31st, after the opening of New Oriental Online, the share price once fell to the lowest point of HK$ 2.84/share since its listing. The live broadcast room in East Buy has been tepid for more than half a year, and the sales are not there<a href=\"https://laohu8.com/S/DYIN\">TikTok</a>Top 100 of the internal ranking list.</p><p>Lin He, who adheres to the mentality of \"venture capital\", is already the earliest die-hard fan in East Buy. Every night, he will discuss the effect and improvement areas of the live broadcast room with other fans in the group, and leave messages to Dong Yuhui and Sun Dongxu to discuss the direction of the live broadcast.</p><p>\"At that time, they were very anxious. The number of people in the live broadcast room was very small, and the effect was very poor. We often left messages to encourage them. Even how to hit the lights in the live broadcast room, we would discuss with them... When the fans in the live broadcast room just broke 1,000, everyone was very excited.\"</p><p>At this time, Lin He had been holding New Oriental Online for a year and a half. Zhu Sheng chose to leave the market when the share price of New Oriental Online fell to about HK$ 3, and he sold half of his shares.</p><p>This became something he regretted the most. \"The entry of about five yuan is already very low, and the result has been falling, which makes me really annoyed. The stock price fluctuates so much that people will panic when it fluctuates, and it is easy to make mistakes.\"</p><p>Less than a month after Zhu Sheng's sell-off, the live broadcast room in East Buy suddenly exploded, and the share price of New Oriental Online soared.</p><p>On June 9th, the total number of fans in East Buy live broadcast room exceeded one million, and seven days later, the number of fans exceeded 10 million. According to the huge engine data, on June 13th, the highest single-game viewing volume in East Buy live broadcast room was 7.717 million, and the single-game sales exceeded 10 million consecutively from 10 to 13.</p><p>Soaring sales also made the share price rise by 554.46% in a week, from the starting closing price of HK$4.37/share to the closing price of HK$28.6/share.</p><p>In just one week, the share price of New Oriental Online soared, and the live broadcast room attracted more and more attention. No one knows whether the popularity of East Buy is a flash in the pan or can be supported for a long time, and whether the live broadcast room alone can continue to support the company's share price.</p><p>It is the second shareholder who quits first<a href=\"https://laohu8.com/S/00700\">Tencent</a>。 On June 15th, Tencent sold 35,612,500 shares at an average price of HK$ 9.6; On the second day, another 38,991,400 shares were sold. After two reductions, Tencent's shareholding plummeted from 9.04% to 1.58%. Almost a clearance operation.</p><p>It is brokerages who are bearish. On June 17,<a href=\"https://laohu8.com/S/600999\">China Merchants Securities</a>Release a research report downgrading the rating of New Oriental Online: \"The current valuation of New Oriental Online needs to correspond to the average daily GMV of nearly 30 million yuan and the price-to-earnings ratio of 35 times of the live delivery business. The current valuation is too radical.\"</p><p>\"That week, the stock price rose very quickly every day. You basically didn't have time to think about it. I watched the stock price go from three yuan to ten yuan. All my friends around me told me to sell first and then buy, including the fan group I first joined. Everyone was discussing what to do. I definitely couldn't convince myself in my heart, because I was afraid that it would be cheap. After all, the cost of holding a position is high...\" Lin He said.</p><p>The continuous decline in New Oriental Online's stock price did not make Lin He anxious and confused. Instead, the soaring stock price made him at a loss.</p><p>On June 20th, Lin He chose to sell his shares and leave the market. After holding New Oriental Online for one and a half years, he experienced the lowest moment of stock price, and he got a profit of 1.72 million yuan.</p><p>During Lin He's exit, professional investor Yang Tian entered the market. He bought 10% of the stock price at around HK$ 9, and the next day, when the stock price was still rising, he added his position to 50%. Yang's confidence in Jiacang comes from the scarcity of East Buy live broadcast room, and believes that the stock price will continue to rise.</p><p><b>Invest in entrepreneurs, not just businesses</b></p><p>New Oriental Online's share price lived up to Yang Tian's confidence, and it even lived up to the late entrants in the second half of the year.</p><p>A week after the stock price soared, New Oriental Online slipped from 20 Hong Kong dollars to more than ten Hong Kong dollars again. Lisa, who was born in finance, bought it at around 16 Hong Kong dollars, and Zhu Sheng also bought it again at this time. Whether they enter the game sooner or later or repeatedly, they will share the wealth brought by investing in New Oriental Online. The stock price, like the heat of East Buy live broadcast room, soared in the second half of the year.</p><p>From June 1st to December 13th, the company's starting closing price was HK$ 3.7/share, and the closing price reached HK$ 42.6/share, with a range increase of 1051.35%.</p><p><a href=\"https://laohu8.com/S/600837\">Haitong Securities</a>According to the report released, since June 2022, the cumulative GMV of East Buy Douyin account has reached 4.11 billion yuan. According to<a href=\"https://laohu8.com/S/601108\">Caitong Securities</a>It is estimated that the total GMV of New Oriental's online live e-commerce business is expected to reach 9.994 billion in 2023, and bring about 2.67 billion in revenue.</p><p>East Buy pioneered the content-to-sale method based on \"knowledge bringing goods\". At that time, Taobao's head anchor was in the off-air stage, and Luo Yonghao, the core anchor of Tik Tok head anchor who made a friend live broadcast room, withdrew from starting a business, and the live e-commerce market traffic was very scattered. \"Learning English\" was once the cornerstone of the development of New Oriental Online, and it has once again evolved into a live broadcast form of characteristic content of \"bilingual selling goods\".</p><p>Yang Tian once held New Oriental Online with a full warehouse. His courage came from valuing the scarcity of live broadcast rooms in East Buy. In the process of watching the live broadcast and participating in shopping, he felt that East Buy had to do not only a live broadcast room, but an agricultural science and technology platform. In the hot six months, the categories of its own products kept increasing, and the supply chain was built rapidly.</p><p>According to the rough estimation of cicadas' mother data, in October, the number of self-operated products in East Buy accounted for about 20%-30%, and GMV (estimated) accounted for about 30%-40%. The Company adds 5-10 new self-operated products every month, and the selected self-operated products are mainly agricultural products.</p><p><img src=\"https://static.tigerbbs.com/528de24932f05a4fbbafc9cfd53ae0e1\" tg-width=\"692\" tg-height=\"279\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/46a4fb1bf59336d228f003f0bdb459d1\" tg-width=\"692\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/></p><p>\"The consumption frequency of agricultural products is very high, and the repurchase rate of its own products in East Buy is very good. It can be repurchased more than ten or even dozens of times a year. Live broadcast is an asset-light business, and its gross profit margin will be very high in the future. Moreover, they are not satisfied with this. The establishment of self-operated brands and the exploration of the matrix of live broadcast accounts (referring to\" beautiful life \") all give it more room for development,\" Yang Tian analyzed.</p><p>Lisa participated from herself<a href=\"https://laohu8.com/S/V03.SI\">Startups</a>The experience of seeing new oriental online possibilities. \"Their team is very mature and has developed smoothly in the past six months, which is rare among startups. The live broadcast business is constantly making breakthroughs, and the forms are becoming more and more diverse. The way of live broadcast content can also retain people who don't like to brush Tik Tok.\"</p><p>Lisa believes that the explosion of East Buy live broadcast room has also hit the trend of consumption downgrading of the urban middle class. \"I used to buy seven or eight pieces of imported milk for my children to drink. Now I buy three or four pieces of domestic organic milk in the live broadcast room, and its quality is also very good.\"</p><p>At the same time, New Oriental Online's past experience in online education and talent pool make Lisa more confident. \"It turns out that New Oriental Online does online education, and there are certain similarities between teaching and delivering goods. In many years of educational experience, it has a huge talent pool and training system, and the anchor will never be short, and the potential will be great.\"</p><p>Live data fraud is likely to become Achilles' heel of live e-commerce enterprises, and here Yang Tian, Lisa and Lin He all believe in New Oriental's online management's promise not to buy traffic.</p><p>\"Yu Minhong and Sun Dongxu both said that they would not buy traffic. I believe they can do the reputation accumulated by enterprises over the years. If they can't, this is not Yu Minhong.\" Yang Tian said,</p><p>Among the investors interviewed by 36 Krypton, Yu Minhong himself can't be avoided in investing in New Oriental Online.</p><p>Duan Yongping, an investment tycoon, once wrote:</p><p><img src=\"https://static.tigerbbs.com/1d67aca388e7175dde2ccea082a6664d\" tg-width=\"1080\" tg-height=\"1192\" referrerpolicy=\"no-referrer\"/></p><p>Zhu Sheng repeatedly review the investment of New Oriental Online afterwards. It seems that due to his own uncertainty, the investment income of New Oriental Online has changed from potentially millions of yuan to hundreds of thousands of yuan. \"That's really a big lesson.\"</p><p>At first, he bought stocks because he recognized Yu Minhong's ability to \"create value\" as an entrepreneur. When the stock price plummeted, Yu Minhong did not change, and the direction of live broadcast did not change. Even if New Oriental Online's share price plummeted in the first half of the year, there will be no possibility of liquidation.</p><p>\"Investment tests your vision at the beginning, and your mentality in the middle. I thought my mentality was better than vision. Facts have proved that I overestimated my mentality, and the operation in the middle went against my original intention. How many times can you encounter such an investment target in your life?\"</p><p>For Yang Jiu and Lisa, their harvest has only just begun in June. In half a year of investing in New Oriental Online, Lisa achieved seven-digit income of over one million yuan, making up for the investment losses of other stocks.</p><p>Yang Tian has more income from floating profits. Because he helps others manage some stocks, he told 36Kr: \"Now the scale of floating profits can buy a suite in Shenzhen. In my own words, the income is not so much. After all, there are losses in the first half of the year, so of course there is a profit.\" In Shenzhen, a slightly larger house starts at tens of millions of yuan.</p><p>Lin He entered the market again after selling part of it in June. The investment in New Oriental Online also made up for his other investment losses this year. The total income of four sales reached 2,584,400 yuan, and the current book floating profit is also one million yuan.</p><p><img src=\"https://static.tigerbbs.com/a7d89086d959a9edca0a628e7553ee85\" tg-width=\"402\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/></p><p>The list of wealth-making stories goes on. Some netizens wrote: \"Before, I paid attention to a netizen, who earned 20 million yuan with 4 million funds in New Oriental Online. At present, the market value of his position is 25 million yuan... This man is a cow. When New Oriental soared to 30 yuan, he sold it at 28 yuan, predicted to pick it back at 15 yuan, and then fell to 15 yuan to pick it back. Now it has risen to 40 yuan, which is really cow.\"</p><p>New Oriental Online is a legendary company this year, both for investors and the capital market. It experienced its lowest share price season and also ran out of new business directions in just one year.</p><p>It even brings an entirely new investment experience to investors. Lin He, Lisa, Zhu Sheng and Yang Tian originally didn't watch TikTok or participate in live shopping. East Buy changed their lifestyle. Lin He and Lisa's daily necessities are no longer bought in large supermarkets, but all bought from East Buy live broadcast room.</p><p>Nowadays, Lin He watches the 20-minute live broadcast of East Buy every morning, buys books in the live broadcast room regularly every week, and also watches the schedule of the same anchor. \"Not only do I invest in their stocks to watch the live broadcast, but I have deep feelings for them.\"</p><p>Among the Hong Kong stocks currently held by Lin He, New Oriental Online accounts for 80% of its positions, and the remaining 20% of the stocks are only zombie stocks that have been suspended or kicked out of Hong Kong Stock Connect.</p><p>Yang Tian is also very satisfied with the investment in New Oriental Online. \"It's not just the reason for earning money, but that you're good at it, and it matches your expectations.</p><p>Stories of dilemma reversals are few and far between in the business world. For enterprises, the dilemma is not necessarily temporary. The core of reversal lies in respecting the logic of business operation and the laws of business. Only in this way can we find hope from despair.</p><p><i>(At the request of the interviewee, Lin He, Zhu Sheng, Lisa and Yang Tian are all pseudonyms in the article.)</i></p><p></body></html></p>","source":"36k","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>Yu Minhong made investors a lot of money this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nYu Minhong made investors a lot of money this year\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">36氪</strong><span class=\"h-time small\">2022-12-15 21:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Zhang Ziyi</p><p>The most familiar investment targets are often the easiest to overlook. They come from common sense and depend on opportunities.</p><p>For investors this year, losses are the norm, and it is even more difficult to recover blood. Hong Kong stocks fell as much as 16%, and personal losses were even worse.</p><p>Lin He became an exception. He entered the market at a high level and bought it at HK$25 early last year<a href=\"https://laohu8.com/S/01797\">New Oriental Online</a>(East Buy parent company) stock, the loss once exceeded 80%, but now the income exceeds one million. Same bet<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Another online investor earned more than 20 million yuan at a cost of 4 million yuan.</p><p>\"There are very few opportunities to encounter such stocks in a lifetime. In just a few months, the stock price has doubled more than ten times. It makes me reflect every day. Most people are always watching on the shore, and there are always very few people who dare to bet...\" Zhu Sheng, who once tried to \"bargain-hunting\" New Oriental Online, said to<a href=\"https://laohu8.com/S/KRKR\">36 Krypton</a>Concludes.</p><p>As of press time, New Oriental Online's share price has risen by 705% in the past year, with its share price falling to HK$ 2.84 at the lowest and HK$ 46.8 at the highest.</p><p><img src=\"https://static.tigerbbs.com/de6c97a17510781e8ab3fd2a2770aa96\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>For New Oriental Online and its investors, it has been a roller-coaster year, falling through the trough and reaching the peak. Because of this contrast, many Hong Kong stock investors told 36Kr that New Oriental Online is the most profitable stock in its hands this year, which not only makes up for this year's investment losses, but also makes considerable profits. The least one has a million-level income, and the most floating profit exceeds 10 million.</p><p>After all, after the \"double reduction policy\" landed in July last year, the business of countless education and training institutions instantly disappeared, and New Oriental, which has spanned several cycles in the education industry, is nothing more than this. However, no one could have expected that a year later, the stock price of New Oriental Online soared seven times due to the fire in the live broadcast room of \"East Buy\".</p><p>So, why is New Oriental Online, such an enterprise whose basic business suddenly disappeared, whose stock price plummeted, and whose future was unclear, able to allow so many people to grab wealth? Why are these investors, apart from the luck of choosing the right target and the courage to invest, how do they cross the cycle of the industry crash and achieve profitability this year?</p><p><b>Is there hope after falling deep into despair?</b></p><p>Perhaps Lin He didn't expect that the stock market crash he experienced eight years ago had laid the foreshadowing for him to insist on investing in New Oriental Online.</p><p>In January last year, the share price of New Oriental Online was still hovering around HK$ 20, and Lin He bought it for the first time. Since then, he will add positions every month for seven consecutive months. \"At that time, the cost was high when I bought it at the beginning, about 25 Hong Kong dollars, so I would buy New Oriental Online as soon as I had money. At that time, 70 to 80 percent of the people who bought stocks with me left...\" Lin He said.</p><p>It's strange not to go. Throughout 2021, New Oriental Online's share price fell by 81.04%. Lin He, who entered the market in 25 yuan, not only stood at the high point of the stock price, but also faced the reality that the investment loss exceeded 80%, and he had to double his capital by 4-5 times.</p><p>In the face of the falling stock price, Lin He, who is consciously very gambling, stayed behind. \"I started trading stocks in 2015, and I experienced the stock market crash as soon as I entered the market... I haven't made much money speculating in Hong Kong stocks in recent years, and a drop of 40 to 50 percent is nothing to me...\"</p><p>Jokingly, when investing in New Oriental Online, Lin He, who was in the entrepreneurial stage, was trying to adjust his investment style, from \"bargain-hunting\" to long-term investment in the past, and investing in some companies with good qualifications and growth in his opinion. The younger management team of New Oriental Online was an important reason for his investment. \"Their president is about the same age as me. At first, he wanted to spend some money to learn how to manage the enterprise with them. If the stock price fell, he paid the 'tuition'.\"</p><p>Obviously, the \"tuition\" has been paid for a long time, and he doesn't want to \"bargain-hunting\" and becomes a passive \"bargain-hunting\".</p><p>Although there are different ways to bargain-hunting, the underlying logic is similar. Zhu Sheng is an active \"bargain-hunting\" entrant. As a blogger in We Media, he knows and pays attention to the managers of different enterprises. \"The moral standard of management\" and the values of founders are his important judgment criteria when investing.</p><p>In the second half of last year, New Oriental Online laid off more than 40,000 employees, withdrew 1,500 teaching points, and donated only 80,000 sets of desks and chairs to rural schools... A series of news superimposed on the falling stock price made Zhu Sheng decide to enter the market.</p><p>\"I appreciate Yu Minhong more. These news shows that he is a responsible entrepreneur. Unlike those enterprises that run away, I think Yu Minhong himself is worth at least 10 billion yuan in market value...\"</p><p>Zhu Sheng began to buy New Oriental Online between the end of February and March this year. At that time, the company's share price had fallen to about HK$ 4.88/share. Zhu Sheng bought more than 100,000 shares, costing between HK$ 500,000 and HK$ 400,000. Previously, Yu Minhong's increase in holdings also made him judge that the share price of New Oriental Online may have reached the bottom, and the founder has feelings and confidence in this company.</p><p>For most Chinese, Yu Minhong is a familiar entrepreneur created by the times. He and his New Oriental, together with the study abroad boom, are also deeply memorable. \"Learning English\" is an important symbol of New Oriental, and all this will obviously have to be changed after July 2021.</p><p>In less than three months, Yu Minhong thought of a new development direction for New Oriental's transformation. This road was born from the issues that he has been concerned and worried about for many years, and it has already been clued in the fifth season of \"Thirteen Invitations\". The key word he mentioned most is \"rural areas\", and he thought about how to provide short-term but important help to rural areas.</p><p>On November 7, 2021, Yu Minhong announced during the live broadcast that New Oriental plans to set up a large-scale agricultural platform in the future. He and hundreds of teachers will bring goods through the live broadcast, integrate upstream and downstream resources, and help<a href=\"https://laohu8.com/S/000061\">Agricultural Products</a>Sales, so that farmers can transform, so that young farmers are willing to return to the countryside, so that more left-behind children can grow up with their parents, and support the cause of rural revitalization.</p><p>New Oriental started to discuss the transformation of live broadcast in September and October last year. Today, Dong Yuhui, who is on fire, decided to leave after learning that he wanted to transform live broadcast. At that time, Sun Dongxu, executive director and chief executive officer of New Oriental Online, retained him and said, \"When it is difficult, we have to believe that the team is condensed together, and as we walk, we may have a direction.\"</p><p>It can be seen that even Sun Dongxu is not so sure whether the road of live broadcast can work. Even some media are not optimistic. Economic Daily once published a commentary entitled \"New Oriental Shouldn't Copy Li Jiaqi\", which mentioned that \"as one of the leading enterprises in the off-campus education and training industry, New Oriental's transformation has the significance of weather vane. If you just jump from one fast-earning industry to another, I'm afraid it is not the best demonstration\"......</p><p>When the road of New Oriental's online transformation was discussed, Lin He became the earliest fans in the live broadcast room of \"East Buy\". As an investor, he wants to see how the live broadcast road of New Oriental's transformation develops.</p><p>For the outside world, any behavior of Yu Minhong will be closely linked with listed companies. In order to live up to investors, Yu Minhong also voted with real money. In mid-November last year, he spent HK$ 24.99 million in two days, increasing his holdings of New Oriental Online by 3.572 million shares in total. After the increase, his shareholding ratio increased from 4.63% to 4.98%.</p><p>Yu Minhong's increase in holdings once raised the share price of New Oriental Online. On November 30th alone, the company's share price rose by 90.06% in a single day, and the share price rose from the opening price of HK$ 4.19/share to HK$ 8.12/share. This overweight behavior also strengthened Lin He's confidence in continuing to hold stocks.</p><p>Even when he first watched East Buy, he wasn't sure. \"I couldn't understand the road of live shopping at that time, but I was optimistic about the direction of agriculture. My entrepreneurship is also in this direction, and the state will definitely support it; Moreover, Yu Minhong himself, at the age of 60, is willing to lead enterprises to start a business together. Whether this thing is successful or not, I can't find a second investment target similar to New Oriental Online; The company's management team is also very young and has clear equity. When the stock price fell, Yu Minhong overweight. He must have more development ideas for New Oriental. I follow them, which is equivalent to being a venture capital. \" Lin He said to review, an investment strategy at that time.</p><p><b>Stock price rockets, skyrocketing nearly 7 times in a week</b></p><p>It is also the norm that the road of turnover against the wind is difficult and twisty. In the half year of live broadcast in East Buy, the share price of New Oriental Online fell by nearly 40%. New Oriental Online, which stumbled and fumbled for the road of live broadcast, was trapped in a trough.</p><p>On May 31st, after the opening of New Oriental Online, the share price once fell to the lowest point of HK$ 2.84/share since its listing. The live broadcast room in East Buy has been tepid for more than half a year, and the sales are not there<a href=\"https://laohu8.com/S/DYIN\">TikTok</a>Top 100 of the internal ranking list.</p><p>Lin He, who adheres to the mentality of \"venture capital\", is already the earliest die-hard fan in East Buy. Every night, he will discuss the effect and improvement areas of the live broadcast room with other fans in the group, and leave messages to Dong Yuhui and Sun Dongxu to discuss the direction of the live broadcast.</p><p>\"At that time, they were very anxious. The number of people in the live broadcast room was very small, and the effect was very poor. We often left messages to encourage them. Even how to hit the lights in the live broadcast room, we would discuss with them... When the fans in the live broadcast room just broke 1,000, everyone was very excited.\"</p><p>At this time, Lin He had been holding New Oriental Online for a year and a half. Zhu Sheng chose to leave the market when the share price of New Oriental Online fell to about HK$ 3, and he sold half of his shares.</p><p>This became something he regretted the most. \"The entry of about five yuan is already very low, and the result has been falling, which makes me really annoyed. The stock price fluctuates so much that people will panic when it fluctuates, and it is easy to make mistakes.\"</p><p>Less than a month after Zhu Sheng's sell-off, the live broadcast room in East Buy suddenly exploded, and the share price of New Oriental Online soared.</p><p>On June 9th, the total number of fans in East Buy live broadcast room exceeded one million, and seven days later, the number of fans exceeded 10 million. According to the huge engine data, on June 13th, the highest single-game viewing volume in East Buy live broadcast room was 7.717 million, and the single-game sales exceeded 10 million consecutively from 10 to 13.</p><p>Soaring sales also made the share price rise by 554.46% in a week, from the starting closing price of HK$4.37/share to the closing price of HK$28.6/share.</p><p>In just one week, the share price of New Oriental Online soared, and the live broadcast room attracted more and more attention. No one knows whether the popularity of East Buy is a flash in the pan or can be supported for a long time, and whether the live broadcast room alone can continue to support the company's share price.</p><p>It is the second shareholder who quits first<a href=\"https://laohu8.com/S/00700\">Tencent</a>。 On June 15th, Tencent sold 35,612,500 shares at an average price of HK$ 9.6; On the second day, another 38,991,400 shares were sold. After two reductions, Tencent's shareholding plummeted from 9.04% to 1.58%. Almost a clearance operation.</p><p>It is brokerages who are bearish. On June 17,<a href=\"https://laohu8.com/S/600999\">China Merchants Securities</a>Release a research report downgrading the rating of New Oriental Online: \"The current valuation of New Oriental Online needs to correspond to the average daily GMV of nearly 30 million yuan and the price-to-earnings ratio of 35 times of the live delivery business. The current valuation is too radical.\"</p><p>\"That week, the stock price rose very quickly every day. You basically didn't have time to think about it. I watched the stock price go from three yuan to ten yuan. All my friends around me told me to sell first and then buy, including the fan group I first joined. Everyone was discussing what to do. I definitely couldn't convince myself in my heart, because I was afraid that it would be cheap. After all, the cost of holding a position is high...\" Lin He said.</p><p>The continuous decline in New Oriental Online's stock price did not make Lin He anxious and confused. Instead, the soaring stock price made him at a loss.</p><p>On June 20th, Lin He chose to sell his shares and leave the market. After holding New Oriental Online for one and a half years, he experienced the lowest moment of stock price, and he got a profit of 1.72 million yuan.</p><p>During Lin He's exit, professional investor Yang Tian entered the market. He bought 10% of the stock price at around HK$ 9, and the next day, when the stock price was still rising, he added his position to 50%. Yang's confidence in Jiacang comes from the scarcity of East Buy live broadcast room, and believes that the stock price will continue to rise.</p><p><b>Invest in entrepreneurs, not just businesses</b></p><p>New Oriental Online's share price lived up to Yang Tian's confidence, and it even lived up to the late entrants in the second half of the year.</p><p>A week after the stock price soared, New Oriental Online slipped from 20 Hong Kong dollars to more than ten Hong Kong dollars again. Lisa, who was born in finance, bought it at around 16 Hong Kong dollars, and Zhu Sheng also bought it again at this time. Whether they enter the game sooner or later or repeatedly, they will share the wealth brought by investing in New Oriental Online. The stock price, like the heat of East Buy live broadcast room, soared in the second half of the year.</p><p>From June 1st to December 13th, the company's starting closing price was HK$ 3.7/share, and the closing price reached HK$ 42.6/share, with a range increase of 1051.35%.</p><p><a href=\"https://laohu8.com/S/600837\">Haitong Securities</a>According to the report released, since June 2022, the cumulative GMV of East Buy Douyin account has reached 4.11 billion yuan. According to<a href=\"https://laohu8.com/S/601108\">Caitong Securities</a>It is estimated that the total GMV of New Oriental's online live e-commerce business is expected to reach 9.994 billion in 2023, and bring about 2.67 billion in revenue.</p><p>East Buy pioneered the content-to-sale method based on \"knowledge bringing goods\". At that time, Taobao's head anchor was in the off-air stage, and Luo Yonghao, the core anchor of Tik Tok head anchor who made a friend live broadcast room, withdrew from starting a business, and the live e-commerce market traffic was very scattered. \"Learning English\" was once the cornerstone of the development of New Oriental Online, and it has once again evolved into a live broadcast form of characteristic content of \"bilingual selling goods\".</p><p>Yang Tian once held New Oriental Online with a full warehouse. His courage came from valuing the scarcity of live broadcast rooms in East Buy. In the process of watching the live broadcast and participating in shopping, he felt that East Buy had to do not only a live broadcast room, but an agricultural science and technology platform. In the hot six months, the categories of its own products kept increasing, and the supply chain was built rapidly.</p><p>According to the rough estimation of cicadas' mother data, in October, the number of self-operated products in East Buy accounted for about 20%-30%, and GMV (estimated) accounted for about 30%-40%. The Company adds 5-10 new self-operated products every month, and the selected self-operated products are mainly agricultural products.</p><p><img src=\"https://static.tigerbbs.com/528de24932f05a4fbbafc9cfd53ae0e1\" tg-width=\"692\" tg-height=\"279\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/46a4fb1bf59336d228f003f0bdb459d1\" tg-width=\"692\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/></p><p>\"The consumption frequency of agricultural products is very high, and the repurchase rate of its own products in East Buy is very good. It can be repurchased more than ten or even dozens of times a year. Live broadcast is an asset-light business, and its gross profit margin will be very high in the future. Moreover, they are not satisfied with this. The establishment of self-operated brands and the exploration of the matrix of live broadcast accounts (referring to\" beautiful life \") all give it more room for development,\" Yang Tian analyzed.</p><p>Lisa participated from herself<a href=\"https://laohu8.com/S/V03.SI\">Startups</a>The experience of seeing new oriental online possibilities. \"Their team is very mature and has developed smoothly in the past six months, which is rare among startups. The live broadcast business is constantly making breakthroughs, and the forms are becoming more and more diverse. The way of live broadcast content can also retain people who don't like to brush Tik Tok.\"</p><p>Lisa believes that the explosion of East Buy live broadcast room has also hit the trend of consumption downgrading of the urban middle class. \"I used to buy seven or eight pieces of imported milk for my children to drink. Now I buy three or four pieces of domestic organic milk in the live broadcast room, and its quality is also very good.\"</p><p>At the same time, New Oriental Online's past experience in online education and talent pool make Lisa more confident. \"It turns out that New Oriental Online does online education, and there are certain similarities between teaching and delivering goods. In many years of educational experience, it has a huge talent pool and training system, and the anchor will never be short, and the potential will be great.\"</p><p>Live data fraud is likely to become Achilles' heel of live e-commerce enterprises, and here Yang Tian, Lisa and Lin He all believe in New Oriental's online management's promise not to buy traffic.</p><p>\"Yu Minhong and Sun Dongxu both said that they would not buy traffic. I believe they can do the reputation accumulated by enterprises over the years. If they can't, this is not Yu Minhong.\" Yang Tian said,</p><p>Among the investors interviewed by 36 Krypton, Yu Minhong himself can't be avoided in investing in New Oriental Online.</p><p>Duan Yongping, an investment tycoon, once wrote:</p><p><img src=\"https://static.tigerbbs.com/1d67aca388e7175dde2ccea082a6664d\" tg-width=\"1080\" tg-height=\"1192\" referrerpolicy=\"no-referrer\"/></p><p>Zhu Sheng repeatedly review the investment of New Oriental Online afterwards. It seems that due to his own uncertainty, the investment income of New Oriental Online has changed from potentially millions of yuan to hundreds of thousands of yuan. \"That's really a big lesson.\"</p><p>At first, he bought stocks because he recognized Yu Minhong's ability to \"create value\" as an entrepreneur. When the stock price plummeted, Yu Minhong did not change, and the direction of live broadcast did not change. Even if New Oriental Online's share price plummeted in the first half of the year, there will be no possibility of liquidation.</p><p>\"Investment tests your vision at the beginning, and your mentality in the middle. I thought my mentality was better than vision. Facts have proved that I overestimated my mentality, and the operation in the middle went against my original intention. How many times can you encounter such an investment target in your life?\"</p><p>For Yang Jiu and Lisa, their harvest has only just begun in June. In half a year of investing in New Oriental Online, Lisa achieved seven-digit income of over one million yuan, making up for the investment losses of other stocks.</p><p>Yang Tian has more income from floating profits. Because he helps others manage some stocks, he told 36Kr: \"Now the scale of floating profits can buy a suite in Shenzhen. In my own words, the income is not so much. After all, there are losses in the first half of the year, so of course there is a profit.\" In Shenzhen, a slightly larger house starts at tens of millions of yuan.</p><p>Lin He entered the market again after selling part of it in June. The investment in New Oriental Online also made up for his other investment losses this year. The total income of four sales reached 2,584,400 yuan, and the current book floating profit is also one million yuan.</p><p><img src=\"https://static.tigerbbs.com/a7d89086d959a9edca0a628e7553ee85\" tg-width=\"402\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/></p><p>The list of wealth-making stories goes on. Some netizens wrote: \"Before, I paid attention to a netizen, who earned 20 million yuan with 4 million funds in New Oriental Online. At present, the market value of his position is 25 million yuan... This man is a cow. When New Oriental soared to 30 yuan, he sold it at 28 yuan, predicted to pick it back at 15 yuan, and then fell to 15 yuan to pick it back. Now it has risen to 40 yuan, which is really cow.\"</p><p>New Oriental Online is a legendary company this year, both for investors and the capital market. It experienced its lowest share price season and also ran out of new business directions in just one year.</p><p>It even brings an entirely new investment experience to investors. Lin He, Lisa, Zhu Sheng and Yang Tian originally didn't watch TikTok or participate in live shopping. East Buy changed their lifestyle. Lin He and Lisa's daily necessities are no longer bought in large supermarkets, but all bought from East Buy live broadcast room.</p><p>Nowadays, Lin He watches the 20-minute live broadcast of East Buy every morning, buys books in the live broadcast room regularly every week, and also watches the schedule of the same anchor. \"Not only do I invest in their stocks to watch the live broadcast, but I have deep feelings for them.\"</p><p>Among the Hong Kong stocks currently held by Lin He, New Oriental Online accounts for 80% of its positions, and the remaining 20% of the stocks are only zombie stocks that have been suspended or kicked out of Hong Kong Stock Connect.</p><p>Yang Tian is also very satisfied with the investment in New Oriental Online. \"It's not just the reason for earning money, but that you're good at it, and it matches your expectations.</p><p>Stories of dilemma reversals are few and far between in the business world. For enterprises, the dilemma is not necessarily temporary. The core of reversal lies in respecting the logic of business operation and the laws of business. Only in this way can we find hope from despair.</p><p><i>(At the request of the interviewee, Lin He, Zhu Sheng, Lisa and Yang Tian are all pseudonyms in the article.)</i></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/h09dut6uSKe6JM66RmJ-KQ\">36氪</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4df11b9e96e31cff1bc6711e946b5366","relate_stocks":{"09901":"新东方-S","EDU":"新东方","01797":"东方甄选"},"source_url":"https://mp.weixin.qq.com/s/h09dut6uSKe6JM66RmJ-KQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139717344","content_text":"作者：张子怡最为熟悉的投资标的往往最容易被忽略，它来源于常识又取决于契机。对于今年投资者而言，亏损是常态，回血更是艰难。港股下跌最多达16%，个人亏损幅度更甚。林鹤成为例外，他曾高位入场，去年年初以25港元买入新东方在线（东方甄选母公司）股票，亏损一度超八成，而如今收益超百万。同样押注新东方在线的另一投资人，以400万元成本，赚到2000多万。“一辈子能遇到这样股票的机会很少，短短几个月股价翻了十几倍。它让我天天都在反思，多数人永远都在岸上看，敢于下注的人总是很少......”曾试图“抄底”新东方在线的朱生对36氪总结道。截止发稿时，新东方在线近一年的股价涨幅达705%，其股价最低跌到2.84港元，最高涨至46.8港元。对于新东方在线和其投资者而言，这是坐过山车的一年，跌过低谷也登至顶峰。正因这种反差，有多位港股投资者告诉36氪：新东方在线是其今年手上最赚钱的股票，不仅弥补今年的投资亏损，盈利更是颇为可观。最少的有百万级收益，最多浮盈逾千万。毕竟，去年7月“双减政策”落地后，无数教培机构业务顷刻间化为乌有，跨越教育行业数次周期的新东方也不外如是。只是无人能够料到，一年后，新东方在线因“东方甄选”直播间大火，股价随之暴涨，翻了7倍。那么，为什么是新东方在线，这样一家基本业务骤然消失、股价暴跌不断、前路未明的企业，能够让如此多的人攫取到财富？为什么是这些投资者，除了选对标的的运气和投资的胆识，他们如何跨过行业大跌的周期，在今年实现盈利？深跌到绝望后还有希望吗？或许林鹤也没有想到，八年前经历过的股灾，在冥冥之中为他埋下了坚持投资新东方在线的伏笔。去年1月，新东方在线股价还徘徊在20港元左右，林鹤第一次出手买入。此后连续7个月，他每个月都会加仓。“当时一开始买的时候成本高，25港元左右，所以之后一有钱就会买新东方在线。当时跟我一起买股票的人，百分之七八十的人都走了......。”林鹤说。不走才奇怪，整个2021年，新东方在线股价跌了81.04%。25元入市的林鹤不仅站在股价高点上，还面临着投资亏损超8成的现实，要回本得翻4-5倍。在跌跌不休的股价面前，自觉赌性极强的林鹤留守下来，“我2015年开始炒股，一入场就经历了股灾......这几年炒港股也没有赚到过什么钱，百分之四五十的跌幅对我不算什么了......”戏谑的是，投资新东方在线时，处于创业阶段的林鹤正想调整投资风格，从过往“抄底”变为长线投资，投资一些在他看来资质好、在成长期的公司，新东方在线年轻化的管理团队是他投资的重要原因。“他们总裁跟我差不多年龄，当初想花一些钱跟着他们学习如何管理企业，如果股价下跌，就当缴了‘学费’。”显然，“学费”缴了许久，不想“抄底”的他变成被动“抄底。抄底方式虽有不同，底层逻辑却有相似之处。朱生属于主动“抄底”进入者，作为自媒体博主的他，了解且关注着不同企业的管理者，“管理层的道德水准”、创始人的价值观是他在投资时重要的判断标准。新东方在线在去年下半年：裁员超4万人、退租教学点达1500个，捐献课桌椅仅8万套予乡村学校......一系列的新闻叠加下跌的股价让朱生决定入场。“我比较欣赏俞敏洪，这些新闻能看出他是负责任的企业家，跟那些跑路的企业不同，我觉得俞敏洪本人至少值得100亿元的市值......”朱生在今年2月底到3月之间开始买入新东方在线，公司股价在当时已经跌至4.88港元/股左右，朱生买入十几万股，耗资在50万港元到40万港元之间。此前俞敏洪的增持行为也让他判断：新东方在线的股价或许已经到了底部，创始人对这家公司有感情也有信心。对于多数国人而言，俞敏洪是被时代创造且让人耳熟能详的企业家，他和他的新东方，连同一起创造的留学热潮也让人记忆深刻。“学英语”是新东方的重要标识，这一切显然要在2021年7月之后必须被改变。不到三个月的时间，俞敏洪为新东方转型想好了新的发展方向，这条道路内生于其多年来一直关切和忧虑的议题，在《十三邀》第五季中已有端倪，他提到最多的关键词是“农村”，思考如何对农村提供短暂却重要的帮助。2021年11月7日，俞敏洪在直播时宣布，新东方未来计划成立一个大型的农业平台，自己将会和几百位老师通过直播带货，整合上下游资源，帮助农产品销售，让农民转型，让青年农民愿意回到农村，让更多的留守儿童能在父母的陪伴下成长，支持乡村振兴事业。新东方内部在去年9、10月开始讨论转型直播带货。如今大火的董宇辉当初在得知要转型直播带货后决定离职，彼时，新东方在线执行董事、行政总裁孙东旭挽留他说：“困难的时候，要相信团队凝结在一起，走着走着，兴许就有方向了。”可见，即便是孙东旭，也不那么确定直播带货的道路究竟能否行得通。甚至，有媒体也不大看好。《经济日报》就曾刊发过一则题为《新东方不应照搬李佳琦》的评论文章，文中提到“作为校外教育培训行业的龙头企业之一，新东方转型具有风向标意义。如果只是从一个挣快钱的行业跳到另一个挣快钱的行业，恐怕不是最佳示范”......新东方在线转型之路被议论纷纷之际，林鹤成为“东方甄选”直播间最早一批粉丝。作为投资者，他想看看新东方转型的直播带货道路到底如何发展。对于外界而言，俞敏洪的任何行为都将同上市公司紧密的连接在一起。为了不辜负投资人，俞敏洪也以真金白银做了投票。去年11月中旬，他在两天时间里斥资2499万港元，合计增持了新东方在线357.2万股，增持后持股比例由4.63%上升至4.98%。俞敏洪的增持行为一度拉升新东方在线的股价，仅11月30日，公司股价单日涨幅达90.06%，股价从开盘价4.19港元/股涨至8.12港元/股。这个增持行为也让林鹤坚定了他继续持有股票的信心。哪怕最初观看东方甄选时，他心中没底。“直播购物这条路我当时也看不懂，但我看好做农业的方向，我创业也是这个方向，国家肯定支持；而且俞敏洪本人，60岁还愿意带领企业共同创业，无论这件事成不成功，我也找不到第二个跟新东方在线类似的投资标的；公司的管理团队也很年轻、股权清晰。股价下跌的时候，俞敏洪却做增持，他肯定对新东方有更多的发展想法，我跟着他们一起走，相当于做风投。”林鹤对当时投资策略复盘道。股价坐火箭，一周暴涨近7倍逆风翻盘的道路艰辛与曲折亦是常态。在东方甄选直播的半年时间中，新东方在线的股价下跌近4成。磕磕绊绊摸索着直播带货之路的新东方在线，困在低谷中。5月31日，新东方在线开盘后，股价一度跌至上市以来的最低点2.84港元/股。东方甄选的直播间已经不温不火开播大半年，销售额也不在抖音内部排名榜的前100名。秉承着“风投”心态的林鹤已是东方甄选最早的铁杆粉丝，每天晚上，他会和其他粉丝在群里讨论直播间的效果、可改进的地方，给董宇辉和孙东旭留言，讨论直播的方向。“那会他们都挺焦虑，直播间人数很少，效果特差，我们常常留言鼓励他们，就连直播间的灯光怎么打我们都会跟他们一起讨论......直播间粉丝刚破1000的时候，大家都很激动。”此时，林鹤已经持有新东方在线一年半。朱生则在新东方在线股价跌到3港元左右时，选择离场，他卖出持有的一半股票。这成为他最为后悔的事情。“五块左右入场已经很低了，结果一直在跌，跌得我真的很烦。股价波动那么大，一波动的时候人就会恐慌，就容易做错。”在朱生抛售不到一个月后，东方甄选直播间突然爆火，新东方在线股价迎来暴涨。6月9日，东方甄选直播间粉丝总量破百万，7天后粉丝量突破一千万。巨量引擎数据显示，6月13日，东方甄选直播间单场最高观看量771.7万人，10-13日单场销售额连续破千万。飞涨的销售额也让股价在一周时间里涨幅达554.46%，从起始收盘价4.37港元/股涨至结束收盘价28.6港元/股。短短一周，新东方在线股价飙升，直播间引来越来越多的关注。没有人知道，东方甄选的热度是昙花一现还是能够长久支撑，以及仅靠直播间又能否持续支撑起公司股价。先退出的是二股东腾讯。6月15日，腾讯以均价9.6港元卖出3561.25万股；第二日，再卖出3899.14万股。两次减持后，腾讯的持股比例从9.04%骤降至1.58%。几乎是清仓操作。后看空的是券商。6月17日，招商证券发布下调新东方在线评级的研报：“新东方在线当前估值需要对应直播带货业务近3000万元的日均GMV及35倍市盈率，目前估值过于激进。”“那一周股价每天都上涨的非常快，你基本没有考虑的时间。我眼睁睁看着股价从三块涨到十块，我身边所有朋友都告诉我先卖再买，包括我最早加的粉丝群，大家都在讨论怎么办。我心里肯定说服不了自己，怕卖便宜了，毕竟我持仓的成本高......”林鹤说道。新东方在线股价的持续下跌没有让林鹤焦虑与迷茫，反而是暴涨的股价让他手足无措。6月20日，林鹤选择卖出股票离场，持有新东方在线一年半后，经历过股价最低点时刻，他获得了172万元的收益。在林鹤退场期间，职业投资者杨天入场，他在股价9港元左右买了10%，第二天股价仍在上涨之际他加仓至50%。杨天加仓的信心来源其看重东方甄选直播间的稀缺性，相信股价将继续上涨。投资企业家而不只是投资企业新东方在线的股价没有辜负杨天的信心，它甚至没有辜负下半年迟到的入场者。在股价暴涨一周后，新东方在线从二十港元再度滑落至十几港元，财务出身的丽莎即在16港元左右价格买入，朱生也在这时再次买入。无论入局早晚抑或反复，他们都将分享到投资新东方在线所带来的财富。股价和东方甄选直播间的热度一样，都在下半年乘风飞起。6月1日到12月13日，公司起始收盘价为3.7港元/股，结束收盘价达42.6港元/股，区间涨幅达1051.35%。海通证券发布报告称，自2022年6月以来，东方甄选抖音号累计GMV达41.1亿元。据财通证券测算，新东方在线直播电商业务的总GMV预计将在2023年达到99.94亿，并带来约26.7亿的收入。东方甄选开创了以“知识带货”为主的内容向卖货方式，彼时淘宝头部主播处于停播阶段，抖音头部主播交个朋友直播间核心主播罗永浩退出创业，直播电商市场流量十分分散。“学英语”曾是新东方在线起家发展的基石，又再次演变为“双语卖货”的特色内容直播形式。杨天一度满仓持有新东方在线，他满仓的勇气来自于看重东方甄选直播间的稀缺性，在观看直播与参与购物的过程让他感知到：东方甄选要做得不只是直播间，而是农业科技平台，在热度火爆的半年时间中，自有产品品类不断增多，供应链搭建迅速。根据蝉妈妈数据大致估算，10 月东方甄选自营品数量占比约为 20%-30%，GMV(预计)占比约为 30%-40%。公司每月新增 5-10 款自营商品，甄选自营系列商品主要为农产品类。“农产品的消费频率是很高的，而且东方甄选自有产品的复购率很不错，一年能复购十几次甚至几十次。直播带货属于轻资产业务，它未来的毛利率会很高，而且他们也不满足于这个，自营品牌的搭建、直播账号（指“美丽生活”）矩阵的探索，都让它更有发展空间。”杨天分析道。丽莎从自己参与创业公司的经历中看到新东方在线可能性。“他们的团队很成熟，这半年以来发展得很顺利，这在创业公司中很难得。直播业务上不断突破，形式越来越多样，内容直播的方式也能留住不爱刷抖音的人。”丽莎认为，东方甄选直播间的爆火也因切中了城市中产阶级消费降级的趋势。“原来我会买七八块的进口牛奶给孩子喝，现在在直播间买三四块的国产有机牛奶，它的品质也很好呀。”同时，新东方在线过往做在线教育的经历以及人才储备让丽莎更有信心。“原来新东方在线做在线教育，教学与带货讲解具有一定相似性，多年的教育经历里，它有庞大的人才库和培训体系，主播永远不会缺，潜力会很大。”直播数据造假很有可能成为直播电商企业的阿喀琉斯之踵，而在这里杨天、丽莎和林鹤都相信新东方在线管理层不买流量的承诺。“俞敏洪和孙东旭都说过不会买流量，企业这么多年累积的信誉，我相信他们可以做到，如果做不到，这也不是俞敏洪了。”杨天说，36氪访谈过的投资者中，对于新东方在线的投资绕不开俞敏洪本人。投资大佬段永平曾写道：对于新东方在线的投资，朱生事后曾反复复盘，在看来，由于自己的不确定，对新东方在线的投资收益从潜在的数百万元变成数十万元。“这真的是一个很大的教训。”最初他因为认可俞敏洪作为企业家“创造价值”的能力购买股票，在股价暴跌之际，俞敏洪并没有改变，做直播带货的方向也没有变。即便新东方在线股价上半年暴跌不止，但也不会出现清盘的可能。“投资一开始考验你的眼光，中间考验你的心态。我以为我的心态要比眼光好，事实证明，我高估了自己的心态，中间的操作违背自己的初衷，这样的投资标的你一生中，又能遇到几次呢？”对于杨九和丽莎而言，属于他们的收获从6月才刚刚开始。对新东方在线投资的半年时间，丽莎实现了七位数、超百万元的收益，弥补了其他股票的投资亏损。杨天浮盈收益更多，由于其帮他人也打理一部分股票，他告诉36氪：“现在仓位浮盈的规模可以买得了深圳一套房。我自己的话，收益没有那么多，毕竟上半年有亏损，当然是有赚。”在深圳，面积稍大的房子要千万元起步。林鹤在6月卖出过一部分后，又再次入场。对新东方在线的投资也弥补了他今年其他的投资亏损，四次卖出的总收益达258.44万元，目前的账面浮盈亦有百万元。造富的故事不胜枚举。有网友写道：“之前关注了一个网友，400万资金在新东方在线，赚了2000万，目前持仓市值2500万......这个人牛就牛在，新东方暴涨到30元时，他在28元卖了，预测15元接回，后来跌到15元接回，现在涨到了40元，真牛。”无论是对于投资者还是资本市场，新东方在线是今年颇具传奇色彩的公司。它经历股价最低的时节，也在短短一年的时间内跑出新的业务方向。它甚至给投资者带来一种全新的投资体验。林鹤、丽莎、朱生和杨天他们原先都不看抖音也不参与直播购物，东方甄选改变了他们的生活方式。林鹤和丽莎的日常用品不再去大型商超购买，而是全部购自于东方甄选直播间。如今，林鹤每天早上都会看二十分钟东方甄选的直播，每周会定期在直播间买书也会看同主播的排班，“不只是投资了他们的股票才看直播，而是对他们有很深的感情。”林鹤目前持有的港股股票中，新东方在线占其80%的仓位，剩余20%的股票仅是停牌或被踢出港股通的僵尸股。杨天也十分满意对于新东方在线的投资。“不仅仅是挣钱的原因，而是你很好它，它也很符合你的期待。在商业世界中，困境反转的故事少之又少。对于企业而言，困境不一定是暂时的，反转的核心在于要尊重商业运转的逻辑，尊重商业的法则，唯有如此，才有可能从绝望中找到希望。（应采访对象要求，文中林鹤、朱生、丽莎、杨天均为化名。）","news_type":1,"symbols_score_info":{"01797":0.9,"09901":0.9,"EDU":0.9}},"isVote":1,"tweetType":1,"viewCount":2556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968930103,"gmtCreate":1669090625002,"gmtModify":1676538150571,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568795433177386","authorIdStr":"3568795433177386"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968930103","repostId":"1127272004","repostType":4,"repost":{"id":"1127272004","kind":"news","pubTimestamp":1669074315,"share":"https://ttm.financial/m/news/1127272004?lang=en_US&edition=fundamental","pubTime":"2022-11-22 07:45","market":"sh","language":"zh","title":"Overnight, a news stirred the international oil price \"upside down\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1127272004","media":"华尔街见闻","summary":"摘要：据媒体报道，沙特和其他OPEC成员国考虑增产至多50万桶/日。油价应声暴跌，一度跌6%。不过此后沙特否认相关报道，沙特能源大臣表示，目前每天减产200万桶的做法将持续到2023年底，随时准备在必","content":"<p><html><head></head><body>Abstract: According to media reports, Saudi Arabia and other OPEC members are considering increasing production by up to 500,000 barrels per day. Oil prices plummeted, falling 6% at one point. However, Saudi Arabia has since denied relevant reports. The Saudi Energy Minister said that the current practice of reducing production by 2 million barrels per day will continue until the end of 2023, and it is ready to reduce production further if necessary. The decline in oil prices narrowed sharply, once recovering all lost ground. According to media reports,<b>Saudi Arabia and other OPEC members are considering increasing crude oil production by up to 500,000 barrels per day. OPEC + will meet on December 4.</b></p><p>Affected by the news, the oil price dropped rapidly and continued to expand. The intraday decline of international oil price expanded to 6%. WTI crude oil futures were reported at 75.30 USD/barrel and Brent oil was reported at 82.36 USD/barrel. Affected by the sharp drop in international oil prices, energy stocks generally fell.<a href=\"https://laohu8.com/S/MUR\">Murphy Oil</a>Down more than 5%, Buffett's heavy position<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>It once fell by more than 6% in the session,<a href=\"https://laohu8.com/S/MRO\">Marathon Oil</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>、<a href=\"https://laohu8.com/S/BP\">BP</a>Follow the fall.</p><p><b>OPEC's above-mentioned production increase plan is a partial reversal from the \"production reduction of 2 million barrels per day\" at its last meeting, that is, the October meeting.</b>In October, OPEC +' s production reduction target was set for oil supply in November and December. The October production cut resolution had a smaller impact on global crude oil supplies than the headline figure, as several countries were already producing well below their quotas, and the analysis calculated the actual production cut to be about 880,000 bpd.</p><p><b>The timing for OPEC + to consider increasing production is unusual.</b>Usually, increasing production will make oil prices lower, but recently, the crude oil market has been quite sluggish. Last Friday, the curve of crude oil futures changed significantly, and the premium of crude oil futures appeared in the session, which was the first time in a year. Since 2022, WTI crude oil futures have been in a discount situation as a whole, reaching its peak in the second quarter. Since the end of July, the discount rate of crude oil in the far month has narrowed significantly, indicating that the expectation of relatively tight supply has obviously eased, and also highlighting that the oil price trend is obviously weaker than that in the first half of the year.</p><p><b>Although it seems \"incredible\" to increase production during the downturn in oil prices, there are several important factors that support OPEC's consideration of increasing production. These include the approaching price ceiling of the Group of Seven (G7) for Russian oil, the easing of tensions between the United States and Saudi Arabia, the peak of seasonal oil demand in winter, and the call for increased production within OPEC.</b></p><p><b>However, Saudi Arabia has since denied relevant media reports.</b>The Saudis also said they were ready to cut production further if necessary. Saudi Energy Minister Abdulaziz bin Salman said in a statement via the Saudi Press Agency:<b>\"OPEC +' s current practice of cutting production by 2 million barrels per day will continue until the end of 2023. If further steps are needed to balance supply and demand through production cuts, we stand ready to intervene.\"</b></p><p><b>The UAE's energy minister subsequently denied media reports,</b>Stated that it is in discussions with other OPEC + members on changes to the production reduction agreement valid until the end of 2023, remains committed to OPEC +' s goal of balancing the oil market and will support any decision to achieve this goal.</p><p><b>The decline in oil prices narrowed sharply, and all lost ground was once recovered in the session. U.S. oil rebounded above $80, compared to Monday's intraday low of just $75.27.</b></p><p><img src=\"https://static.tigerbbs.com/5d7125fb4318ccfe3234526997a52c84\" tg-width=\"640\" tg-height=\"426\" referrerpolicy=\"no-referrer\"/><b>G7 price cap on Russian oil</b></p><p><b>This week, the G7 is about to announce a price cap on Russian oil exports, and the related restrictions are expected to take effect from December 5th.</b>Previous news generally pointed to the price ceiling of Russian oil or between 40-60 USD per barrel, which is basically equal to the cost of Russian oil production before the outbreak of the Russia-Ukraine conflict, but many people familiar with the matter said it may be higher than this level. Russia has said it will not sell oil to any country participating in the price cap.</p><p>Market analysts expect that the price ceiling of G7 on Russian oil will potentially squeeze Russian crude oil out of the market and make oil prices rise.</p><p>If OPEC + increases production, it will be a supplement to Russian crude oil supply. Saudi Energy Minister Abdulaziz bin Salman said last month in response to the looming Russian oil shortage that the kingdom would supply oil to everyone who needed it. Market participants pointed out that OPEC members have signaled to Western countries that they will step up if Russian crude oil production falls.</p><p><b>The easing of US-Saudi tensions</b></p><p>OPEC's previous decision to cut production in October angered the United States. Since the beginning of this year, the Biden administration has struggled to seek to lower oil prices to combat high inflation in the United States. At a time when the Biden administration most needed to cut oil prices before the midterm elections, OPEC chose to cut production at that time, which was accused of \"politicization\". Market participants pointed out that the relevant decision was beneficial to Russia. However, Saudi Arabia insisted that the production cuts were not meant to support Russia. The cuts were due to signs of a global economic slowdown and possible weakness in oil demand.</p><p>No matter how Saudi Arabia \"justifies\" production cuts, relations between Saudi Arabia and the United States have fallen to a trough due to differences over oil production.<b>If OPEC increases production, it will help repair its differences with the United States.</b></p><p>A few days before the news came out that OPEC was considering increasing crude oil production by up to 500,000 barrels per day, according to CCTV News, the US government said that the Saudi Crown Prince enjoyed immunity in the Khashoggi case. On November 18, local time, the U.S. government decided to<a href=\"https://laohu8.com/S/WPO\">The Washington Post</a>Saudi Crown Prince Mohammed should enjoy immunity in a lawsuit filed by the fiancee of reporter Jamal Khashoggi against Saudi Crown Prince Mohammed. Previously, it was suggested that Mohammed was suspected of being involved in the murder of Jamal Khashoggi.</p><p><b>Peak seasonal oil demand in winter</b></p><p>OPEC representatives also said that the increase in crude oil production currently under consideration is a response to the increase in oil consumption in winter.<b>Typically, oil consumption increases during the winter months.</b>Oil demand is expected to increase by 1.69 million barrels per day to 101.3 million barrels per day in the first quarter of next year compared to the 2022 average.</p><p><b>Calls for increased production within OPEC</b></p><p>Another factor driving increased production is that,<b>The two main OPEC members, Iraq and the UAE, both want to produce more oil.</b>Both countries are pushing OPEC to allow them to raise daily production caps, which, if approved, would increase oil production.</p><p>The UAE has long pushed to raise its production quota, which was rejected by Saudi Arabia. The UAE's strategy: sell as much crude as possible before demand for oil dries up. Iraq, OPEC's second-largest crude producer, said earlier this month that Prime Minister Mohammed Shia' al-Sudani would discuss the new quota with other member states at the next meeting.</p><p>Discussions on OPEC's production quotas have been on hold for months. Delegates said the idea faces opposition from some member states because many are unable to meet their current targets, raising quotas for other countries with high capacity, potentially raising political questions.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Overnight, a news stirred the international oil price \"upside down\"</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\">\nOvernight, a news stirred the international oil price \"upside down\"\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-11-22 07:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: According to media reports, Saudi Arabia and other OPEC members are considering increasing production by up to 500,000 barrels per day. Oil prices plummeted, falling 6% at one point. However, Saudi Arabia has since denied relevant reports. The Saudi Energy Minister said that the current practice of reducing production by 2 million barrels per day will continue until the end of 2023, and it is ready to reduce production further if necessary. The decline in oil prices narrowed sharply, once recovering all lost ground. According to media reports,<b>Saudi Arabia and other OPEC members are considering increasing crude oil production by up to 500,000 barrels per day. OPEC + will meet on December 4.</b></p><p>Affected by the news, the oil price dropped rapidly and continued to expand. The intraday decline of international oil price expanded to 6%. WTI crude oil futures were reported at 75.30 USD/barrel and Brent oil was reported at 82.36 USD/barrel. Affected by the sharp drop in international oil prices, energy stocks generally fell.<a href=\"https://laohu8.com/S/MUR\">Murphy Oil</a>Down more than 5%, Buffett's heavy position<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>It once fell by more than 6% in the session,<a href=\"https://laohu8.com/S/MRO\">Marathon Oil</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>、<a href=\"https://laohu8.com/S/BP\">BP</a>Follow the fall.</p><p><b>OPEC's above-mentioned production increase plan is a partial reversal from the \"production reduction of 2 million barrels per day\" at its last meeting, that is, the October meeting.</b>In October, OPEC +' s production reduction target was set for oil supply in November and December. The October production cut resolution had a smaller impact on global crude oil supplies than the headline figure, as several countries were already producing well below their quotas, and the analysis calculated the actual production cut to be about 880,000 bpd.</p><p><b>The timing for OPEC + to consider increasing production is unusual.</b>Usually, increasing production will make oil prices lower, but recently, the crude oil market has been quite sluggish. Last Friday, the curve of crude oil futures changed significantly, and the premium of crude oil futures appeared in the session, which was the first time in a year. Since 2022, WTI crude oil futures have been in a discount situation as a whole, reaching its peak in the second quarter. Since the end of July, the discount rate of crude oil in the far month has narrowed significantly, indicating that the expectation of relatively tight supply has obviously eased, and also highlighting that the oil price trend is obviously weaker than that in the first half of the year.</p><p><b>Although it seems \"incredible\" to increase production during the downturn in oil prices, there are several important factors that support OPEC's consideration of increasing production. These include the approaching price ceiling of the Group of Seven (G7) for Russian oil, the easing of tensions between the United States and Saudi Arabia, the peak of seasonal oil demand in winter, and the call for increased production within OPEC.</b></p><p><b>However, Saudi Arabia has since denied relevant media reports.</b>The Saudis also said they were ready to cut production further if necessary. Saudi Energy Minister Abdulaziz bin Salman said in a statement via the Saudi Press Agency:<b>\"OPEC +' s current practice of cutting production by 2 million barrels per day will continue until the end of 2023. If further steps are needed to balance supply and demand through production cuts, we stand ready to intervene.\"</b></p><p><b>The UAE's energy minister subsequently denied media reports,</b>Stated that it is in discussions with other OPEC + members on changes to the production reduction agreement valid until the end of 2023, remains committed to OPEC +' s goal of balancing the oil market and will support any decision to achieve this goal.</p><p><b>The decline in oil prices narrowed sharply, and all lost ground was once recovered in the session. U.S. oil rebounded above $80, compared to Monday's intraday low of just $75.27.</b></p><p><img src=\"https://static.tigerbbs.com/5d7125fb4318ccfe3234526997a52c84\" tg-width=\"640\" tg-height=\"426\" referrerpolicy=\"no-referrer\"/><b>G7 price cap on Russian oil</b></p><p><b>This week, the G7 is about to announce a price cap on Russian oil exports, and the related restrictions are expected to take effect from December 5th.</b>Previous news generally pointed to the price ceiling of Russian oil or between 40-60 USD per barrel, which is basically equal to the cost of Russian oil production before the outbreak of the Russia-Ukraine conflict, but many people familiar with the matter said it may be higher than this level. Russia has said it will not sell oil to any country participating in the price cap.</p><p>Market analysts expect that the price ceiling of G7 on Russian oil will potentially squeeze Russian crude oil out of the market and make oil prices rise.</p><p>If OPEC + increases production, it will be a supplement to Russian crude oil supply. Saudi Energy Minister Abdulaziz bin Salman said last month in response to the looming Russian oil shortage that the kingdom would supply oil to everyone who needed it. Market participants pointed out that OPEC members have signaled to Western countries that they will step up if Russian crude oil production falls.</p><p><b>The easing of US-Saudi tensions</b></p><p>OPEC's previous decision to cut production in October angered the United States. Since the beginning of this year, the Biden administration has struggled to seek to lower oil prices to combat high inflation in the United States. At a time when the Biden administration most needed to cut oil prices before the midterm elections, OPEC chose to cut production at that time, which was accused of \"politicization\". Market participants pointed out that the relevant decision was beneficial to Russia. However, Saudi Arabia insisted that the production cuts were not meant to support Russia. The cuts were due to signs of a global economic slowdown and possible weakness in oil demand.</p><p>No matter how Saudi Arabia \"justifies\" production cuts, relations between Saudi Arabia and the United States have fallen to a trough due to differences over oil production.<b>If OPEC increases production, it will help repair its differences with the United States.</b></p><p>A few days before the news came out that OPEC was considering increasing crude oil production by up to 500,000 barrels per day, according to CCTV News, the US government said that the Saudi Crown Prince enjoyed immunity in the Khashoggi case. On November 18, local time, the U.S. government decided to<a href=\"https://laohu8.com/S/WPO\">The Washington Post</a>Saudi Crown Prince Mohammed should enjoy immunity in a lawsuit filed by the fiancee of reporter Jamal Khashoggi against Saudi Crown Prince Mohammed. Previously, it was suggested that Mohammed was suspected of being involved in the murder of Jamal Khashoggi.</p><p><b>Peak seasonal oil demand in winter</b></p><p>OPEC representatives also said that the increase in crude oil production currently under consideration is a response to the increase in oil consumption in winter.<b>Typically, oil consumption increases during the winter months.</b>Oil demand is expected to increase by 1.69 million barrels per day to 101.3 million barrels per day in the first quarter of next year compared to the 2022 average.</p><p><b>Calls for increased production within OPEC</b></p><p>Another factor driving increased production is that,<b>The two main OPEC members, Iraq and the UAE, both want to produce more oil.</b>Both countries are pushing OPEC to allow them to raise daily production caps, which, if approved, would increase oil production.</p><p>The UAE has long pushed to raise its production quota, which was rejected by Saudi Arabia. The UAE's strategy: sell as much crude as possible before demand for oil dries up. Iraq, OPEC's second-largest crude producer, said earlier this month that Prime Minister Mohammed Shia' al-Sudani would discuss the new quota with other member states at the next meeting.</p><p>Discussions on OPEC's production quotas have been on hold for months. Delegates said the idea faces opposition from some member states because many are unable to meet their current targets, raising quotas for other countries with high capacity, potentially raising political questions.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3675551\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aa4a2187b267c2b09c55779e0a8af4ab","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3675551","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127272004","content_text":"摘要：据媒体报道，沙特和其他OPEC成员国考虑增产至多50万桶/日。油价应声暴跌，一度跌6%。不过此后沙特否认相关报道，沙特能源大臣表示，目前每天减产200万桶的做法将持续到2023年底，随时准备在必要时进一步减产。油价跌幅大幅收窄，一度收复全部失地。据媒体报道，沙特和其他OPEC成员国考虑增产原油至多50万桶/日。OPEC+将于12月4日举行会议。受消息影响，油价跌幅迅速且持续扩大，国际油价盘中跌幅扩大至6%，WTI原油期货报75.30美元/桶，布油报82.36美元/桶。受国际油价大跌影响，能源股普跌。墨菲石油跌逾5%，巴菲特重仓的西方石油盘中一度跌超6%，马拉松石油、康菲石油、英国石油跟跌。OPEC的上述增产计划，是较其上次会议、也即10月会议上“减产200万桶/日”的部分逆转。10月时，OPEC+的减产目标是为11月和12月石油供应制定的。10月的减产决议对全球原油供应的影响小于标题数字，因为几个国家的石油产量已经远低于其配额，分析计算实际减产规模为约88万桶/日。OPEC+考虑增产的时点是不寻常的。通常，增产会令油价走低，而近日，原油市场走势已经相当低迷。上周五，原油期货的曲线出现重大变化，盘中出现原油期货升水状态，是一年来首次。2022年以来，WTI原油期货整体位于贴水态势，在二季度达到峰值。7月下旬以来，原油远月贴水幅度出现明显缩窄，表明供应相对偏紧的预期明显缓解，也凸显油价走势相比上半年，明显疲弱。虽然在油价低迷期增产看似“匪夷所思”，但有几大重要因素，支撑OPEC的这一增产考量。这其中包括，七国集团（G7）对俄油的价格上限将至，美沙紧张关系的缓和，冬季季节性用油需求高峰，以及OPEC内部要求增产的呼声。不过此后沙特否认相关媒体报道。沙特方面还表示，随时准备在必要时进一步减产。沙特能源大臣Abdulaziz bin Salman在通过沙特通讯社发表的一份声明中说：“OPEC+目前每天减产200万桶的做法将持续到2023年底。如果需要采取进一步措施，通过减产来平衡供需，我们随时准备进行干预。”阿联酋能源部长随后也否认媒体报道，表示正在与OPEC+其他成员国讨论关于变更有效期至2023年底减产协议的事宜，仍致力于OPEC+平衡石油市场的目标，并将支持实现这一目标的任何决定。油价跌幅大幅收窄，盘中一度收复全部失地。美油反弹至80美元上方，而周一盘中低点仅为75.27美元。G7对俄油的价格上限本周，G7即将宣布俄罗斯石油出口价格上限，相关限制预计将于12月5日起生效。此前的消息普遍指向俄油的价格上限或在每桶40-60美元之间，基本等于俄乌冲突爆发之前俄罗斯的石油生产成本，不过多位知情人士称可能会高于这一水平。俄罗斯已表示，不会向任何参与价格上限的国家出售石油。市场分析人士预计，G7对俄油的价格上限，会潜在将俄罗斯原油挤出市场，令油价走高。OPEC+如果增产，将是对俄罗斯原油供给的补充。沙特能源部长Abdulaziz bin Salman上个月在回应迫在眉睫的俄罗斯石油短缺问题时表示，沙特将向所有需要的人供应石油。市场人士指出，OPEC成员国已向西方国家发出信号，如果俄罗斯原油产量下降，他们将加紧行动。美沙紧张关系的缓和OPEC之前10月的减产决议，激怒美国。今年以来，拜登政府努力寻求降低油价，以对抗美国高企的通胀。在拜登政府最需要的中期选举前降油价之际，OPEC当时选择减产，被指“政治化”，市场人士指出，相关决定有利于俄罗斯。不过沙特方面坚称，减产并不是为了支持俄罗斯，减产是由于全球经济出现放缓迹象，石油需求可能疲软。无论沙特怎样为减产“正名”，由于石油生产上的分歧，沙特和美国的关系跌至低谷。OPEC如果增产，有助于修复与美国的分歧。在OPEC考虑增产至多50万桶/日原油消息出来的前几天，据央视新闻报道，美国政府称沙特王储在卡舒吉案中享有豁免权。当地时间11月18日，美国政府决定，在《华盛顿邮报》记者贾迈勒·卡舒吉的未婚妻对沙特王储穆罕默德提起的诉讼中，沙特王储穆罕默德应该享有豁免权。此前，有人认为穆罕默德涉嫌参与对贾迈勒·卡舒吉的谋杀案。冬季季节性用油需求高峰OPEC代表们还表示，当前考虑的原油增产，是对冬季石油消费量将增加的回应。通常，石油消费量在冬季都会有所增加。与2022年的平均水平相比，预计明年第一季度石油需求将增加169万桶/日，达到1.013亿桶/日。OPEC内部要求增产的呼声另一个推动增产的因素是，OPEC的两个主要成员国伊拉克和阿联酋均希望生产更多石油。这两个国家都在推动OPEC允许他们提高日产量上限，倘若获得批准，这会增加石油产量。阿联酋长期以来一直在推动提高其产量配额，但遭到沙特的拒绝。阿联酋的策略是：在石油需求枯竭之前，尽可能多地出售原油。伊拉克是OPEC的第二大原油生产国，本月早些时候，伊拉克总理Mohammed Shia’ al-Sudani表示，将在下一次会议上与其他成员国讨论新的配额。关于OPEC生产配额的讨论已搁置数月。代表们表示，这一想法面临一些成员国的反对，因为许多国家无法实现他们目前的目标，提高产能高的其他国家的配额，可能会引发政治问题。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963716838,"gmtCreate":1668756598224,"gmtModify":1676538108770,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568795433177386","authorIdStr":"3568795433177386"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963716838","repostId":"1152673631","repostType":4,"repost":{"id":"1152673631","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":1668729859,"share":"https://ttm.financial/m/news/1152673631?lang=en_US&edition=fundamental","pubTime":"2022-11-18 08:04","market":"sh","language":"zh","title":"Last night and this morning | Hawkish argument put pressure, Nasdaq fell 0.35%, and Chinese stocks rose against the market!","url":"https://stock-news.laohu8.com/highlight/detail?id=1152673631","media":"老虎资讯综合","summary":"导语①鹰派论调施压，美股全线收跌，中概股逆市大涨；②黄金、原油携手下跌，美油重挫近5%；③英国“放大招”：加税140亿英镑；④法国财长当面声讨美国法案。一、海外市场1、美联储官员持续打压市场情绪美股收","content":"<p><html><head></head><body>① Pressure from hawkish arguments, US stocks closed down across the board, and Chinese stocks rose sharply against the market; ② Gold and crude oil fell hand in hand, and U.S. oil plunged nearly 5%; ③ Britain's \"enlargement move\": tax increase of 14 billion pounds; ④ The French finance minister denounced the US bill in person. Overseas markets</p><p>1. Federal Reserve officials continued to suppress market sentiment, US stocks closed down, Nasdaq fell 0.35%</p><p>U.S. stocks closed lower on Thursday. Comments from Fed officials that the rate hike operation is far from over weighed on stock indexes. Investors are evaluating the latest economic data and earnings results. Rising U.S. bond yields have stoked investors' worries about a U.S. recession. Fed officials reaffirmed their determination to continue the fight against inflation and warned of more pain ahead. By the close, the Dow Jones was down 0.02%, the Nasdaq was down 0.35% and the S&P 500 was down 0.3%.</p><p>Big tech stocks mostly fell,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>dropped more than 2%,<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>dropped more than 1%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>AMD rose by more than 1%. Software applications and non-ferrous metal sectors were among the top decliners,<a href=\"https://laohu8.com/S/CENX\">Century Aluminum</a>It fell more than 6%, and McMoRan Copper fell more than 2%. Consumer electronics and anti-epidemic concept stocks rose, Qorvo rose more than 5%, Vaccinex rose more than 4%,<a href=\"https://laohu8.com/S/LLY\">Lilly</a>It rose more than 2%.</p><p>2. Popular Chinese stocks rose against the market<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/JD\">Jingdong</a>Up more than 7%</p><p>Popular Chinese stocks rose generally, and the Nasdaq China Golden Dragon Index rose 3.71%. Alibaba, JD.COM and Weibo rose by more than 7%,<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 5%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>rose by more than 4%,<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>rose by more than 3%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>rose by more than 2%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Manbang rose by more than 1%.<a href=\"https://laohu8.com/S/QD\">Fun Shop</a>fell by more than 5%,<a href=\"https://laohu8.com/S/MF\">Daily Excellent Fresh</a>It fell by more than 1%,<a href=\"https://laohu8.com/S/NTES\">Netease</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>Down slightly.</p><p>3. Most major indexes of European stocks closed lower, and the European Stoxx 50 index fell 0.11%</p><p>Most major European stock indexes closed lower on Thursday, with Germany's DAX30 index rising 0.23%,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index fell 0.06%, France's CAC40 index fell 0.47%, and the European Stoxx 50 index fell 0.11%.</p><p>4. U.S. WTI crude oil closed down 4.6%, the lowest closing price since the end of September</p><p>U.S. benchmark West Texas Intermediate (WTI) crude oil futures for December delivery fell $3.95, or 4.6%, to close at $81.64 a barrel on the New York Mercantile Exchange, the lowest closing price for the most active contract since Sept. 30.</p><p>5. New York gold futures closed down 0.7% on Thursday</p><p>Gold for December delivery fell $12.80, or 0.7%, to close at $1,763 an ounce on the New York Mercantile Exchange. rate hike expectations from the Federal Reserve drove a stronger dollar and a climb in Treasury Bond yields, putting pressure on gold prices.</p><p>Macro News</p><p>1. \"Eagle King\" Bullard: The Federal Reserve has not done enough and still needs further rate hike</p><p>On Thursday (November 17th) local time, St. Louis Fed President Bullard said that so far, the impact of rate hike on inflation is limited, so the Fed still needs further rate hike to achieve the goal of calming down inflation.</p><p>So far this year, the Federal Reserve has entered the rate hike six times, raising interest rates by a total of 375 basis points, raising the federal interest rate target range to 3.75%-4%, the central bank's most aggressive rate hike cycle since the 1980s.</p><p>2. The United States will issue guidance on Russian oil price ceiling</p><p>A US official said recently that the government plans to issue guidance in the coming days on the price cap on Russian oil, which will take effect on December 5. Mullinax, director of the U.S. Office of Sanctions Policy and Enforcement, said the government is in close contact with industry and international partners on the oil price cap issue and will approach the issue in a spirit of flexibility. The United States and its G7 allies and Australia plan to cap the price of Russian seaborne oil from Dec. 5, with a second restriction on petroleum products set to take effect on Feb. 5 next year.</p><p>3. Federal Reserve officials took turns to emphasize that the latest person in rate hike claimed that interest rates should be at least 5%-5.25%</p><p>St. Louis Fed President James Bullard said the Fed would need \"at least\" a rate hike of 5%-5.25% before it could contain inflation. Financial markets were shocked, and investors recalibrated their estimates for peak interest rates.</p><p>Bullard told reporters after his speech on Thursday, \"In the past, I thought 4.75%-5% would be fine, but based on the current analysis, I would recommend adding to 5%-5.25%, which is the lowest level. According to the analysis, at least to this level to keep interest rates in a restrictive zone.\" Before Bullard's speech, several Fed officials had reaffirmed their determination to raise interest rates.</p><p>4. Lunnickel fell by nearly 8% in the intraday session. The UK announced its autumn budget: a combination of \"tax increase + expenditure reduction\"</p><p>Last night, Lun Ni continued its decline. As of 23:45, Lun Ni fell nearly 8%. As of this morning's close, Lun Nickel closed down about 9% again, falling nearly 20% in two days.</p><p>On the evening of November 17, Jeremy Hunt, the Chancellor of the Exchequer, released the government's autumn budget. According to the Office for Budget Responsibility, the \"main reason\" for the current high inflation rate in the UK is the current global situation, Mr Hunt said.</p><p>In terms of personal income tax, the 45 per cent threshold for individual tax will be lowered from £150,000 to £125,140 per year. The UK Government's tax on energy profits on oil and gas businesses will increase from 25% to 35% from 1 January to 28 March 2023, with a temporary 45% tax on power businesses from 1 January. The measures are expected to generate £14bn for the UK Government.</p><p>5. UN Secretary-General Guterres: All parties should act to reach an agreement on climate agreement</p><p>On Thursday (November 17th) local time, UN Secretary-General Guterres called on countries to \"act\" on climate issues, overcome the \"rupture of trust\" between rich and poor countries, and reach an agreement on a climate agreement to save the world from global warming.</p><p>Guterres told reporters that \"now is not the time to blame each other, passing the blame will only bring destruction\". He called on all parties to take action in three key areas, namely, effectively tackling loss and damage, closing the emissions gap, and delivering on financing commitments.</p><p>6. The French finance minister condemned the Inflation Reduction Act in person and required the Biden administration to amend it</p><p>According to multiple media reports, during the 17th summit of leaders of the Group of Twenty (G20), French officials once again warned the United States that the previously passed Inflation Reduction Act threatened Europe's economy and urged the Biden administration to amend it.</p><p>On Wednesday (November 16) local time, French Economy and Finance Minister Bruno Le Maire told the media that the US government's subsidy policy for \"Made in America\" cars will put European automakers at a competitive disadvantage and cause damage to the European economy.</p><p>7. Industry executives: U.S. shale oil growth has slowed down, and OPEC has returned to its dominant position</p><p>On Thursday (November 17th) local time, at an investor conference held in Miami, Florida,<a href=\"https://laohu8.com/S/USEG\">U.S. Energy</a>John Hess, the company's chief executive, said that amid the plot of slowing shale oil growth in the United States, the Organization of Petroleum Exporting Countries (OPEC), as the biggest production regulator, has returned to its dominant position.</p><p>A so-called Swing Producer is usually a commodity or oligopoly supplier that controls its global reserves and has a large amount of spare capacity. Swing producers are able to increase or decrease supply with minimal additional internal costs, thereby influencing prices and balancing the market. Typical production regulators include Saudi Arabian oil, Russian potash, and historically De Beers diamonds.</p><p>8. Pelosi: Won't run for Democratic leadership but will remain a lawmaker</p><p>Pelosi's era is over. On Thursday (November 17th), Eastern Time, after leading the Democratic Party for 20 years, Speaker of the U.S. House of Representatives Pelosi said that she will step down as the leader of the Democratic Party of the House of Representatives and will not run for the leadership position of the Democratic Party again, but will continue to serve as a member of the House of Representatives.</p><p>Previously, in the 2022 midterm elections, Democrats lost control of the House but maintained control of the Senate. The departure of the 82-year-old Pelosi is expected to usher in a major reshuffle of House Democrats.</p><p>9. U.S. mortgage rates fell to 6.61%, the biggest drop since 1981</p><p>Mortgage rates in the United States posted their biggest weekly decline in nearly 41 years, retreating after experiencing rapid gains. The average rate on a 30-year fixed-rate mortgage is 6.61%, the lowest in nearly two months, Freddie Mac said in a statement Thursday. Last week it was 7.08%. The decline in mortgage rates follows recent moves in 10-year Treasury Bond yields as official data last week showed inflation eased in October. Accordingly, investors expect that the Federal Reserve may begin to slow down its rate hike in the coming months. Federal Reserve Chair Jerome Powell has already said, though, that it is too early to consider a pause.</p><p>10. bottom out? European car sales rose 14% year-on-year in October, maintaining growth for three consecutive months</p><p>European car sales rose for a third straight month in October as supply chain issues eased, however concerns are mounting that deteriorating economic conditions could deter car buyers.</p><p>European Union, European Free Trade Association (EFTA) and UK carmakers delivered a combined 910,753 vehicles last month, up 14% year-on-year, data from the European Automobile Manufacturers Association (ACEA) showed on Thursday.</p><p>COMPANY NEWS</p><p>1、<a href=\"https://laohu8.com/NW/2284999087\" target=\"_blank\">Alibaba's inflection point is approaching: Alibaba Cloud and rookie carry the flag after Taobao Tmall</a></p><p>On the evening of November 17th, Alibaba announced its results for the quarter ended September 2022. In the quarter, Alibaba's revenue was 207.176 billion yuan, up 3% year-on-year; Adjusted EBITA increased by 29% year-on-year to RMB36.164 billion, meeting market expectations. On the whole, Ali is in a critical adjustment period, and Rookie and Alibaba Cloud are expected to carry Alibaba's next stage of growth. Among them, in the quarter, Cainiao's operating income before offsetting cross-segment transactions increased by 26% year-on-year to 18.282 billion yuan; Alibaba Cloud's adjusted EBITA was 434 million yuan, making it profitable for two consecutive years.</p><p>2、<a href=\"https://laohu8.com/NW/2284792387\" target=\"_blank\">Autonomous vehicles meet another cold snap Volkswagen's new CEO may postpone or cancel related plans</a></p><p>The newly appointed CEO of Volkswagen Group, Oliver Blume, is evaluating the autonomous vehicle project in the first news of a reorientation of the company's strategy in his two months at the job. According to people familiar with the matter, Blumer may delay the Trinty self-driving vehicle project and cancel plans to build a new factory for the project near the company's headquarters. In a letter to employees from Blumer and VW Passenger Vehicles CEO Thomas Schaefer, the two executives said \"we are taking advantage of this opportunity to review all projects and investments and determine whether they are feasible\".</p><p>3、<a href=\"https://laohu8.com/NW/2284496711\" target=\"_blank\">Employees of more than 100 Starbucks stores launched a strike campaign demanding higher wages and benefits</a></p><p>On Thursday, employees at more than 100 Starbucks stores staged a strike movement in an attempt to pressure the company to raise wages and benefits. The Starbucks union said the strike came on Starbucks'\"Red Cup Day,\" an annual Starbucks promotion that is typically one of the busiest days of the year, and that the promotion was also seen as a key driver of the company's fourth-quarter sales. \"Starbucks' anti-union campaign began in the summer of 2021 when Starbucks sent more than 100 managers, executives and corporate representatives to monitor, threaten and intimidate workers. Since then, Starbucks has been getting worse and worse in its union destruction,\" the union said before the strike.</p><p>4、<a href=\"https://laohu8.com/S/VALE\">Vale</a>And<a href=\"https://laohu8.com/S/GM\">General Motors</a>Canadian long-term nickel supply deal signed</p><p>Vale Canada and General Motors announced Thursday that they have signed a long-term nickel supply agreement that will see Vale-owned plants in Canada supply battery-grade nickel sulfate to General Motors for the long term to support its rapidly growing demand for electric vehicle production in North America. This initiative highlights Vale's market-leading position as North America's largest finished nickel producer and its unique strategic position as a preferred supplier to the electric vehicle industry.</p><p>5. GM Expects U.S. Light Vehicle Sales to Reach 15 Million in 2023</p><p>GM expects U.S. light-duty vehicle sales to reach 15 million in 2023, GM CFO says; Supply Chain Challenges Remain in 2023; Expect \"pricing normalization\" in the U.S. auto market.</p><p>6. Net profit increases 10x Lithium mining giant SQM expects high lithium prices to continue in 2023</p><p>Although the long-term lithium ore market has a promising outlook, it faces headwinds in the short term. Chilean lithium mining giant SQM's net profit rose nearly 10 times year-on-year in the third quarter, affected by soaring lithium prices and record sales. At the same time, SQM expects that global lithium demand will increase by 40% this year, and the rise in lithium prices will continue into 2023.</p><p>On Thursday, the financial report data released by SQM showed that in the third quarter of this year, its revenue increased by 347% year-on-year to $2.958 billion, and its net profit rose nearly ten times to $1.1 billion, exceeding analysts' expectations. Among them, the revenue of lithium mining business increased by more than 12 times.</p><p>7、<a href=\"https://laohu8.com/NW/2284185327\" target=\"_blank\">Others panic and I am greedy, \"Wood Sister\" continues to bargain-hunting digital currency assets</a></p><p>When the FTX thunderstorm caused the turmoil in the currency circle, \"Wood Sister\" Cathie Wood panicked and I was greedy, and continued to bargain-hunting digital currency assets.</p><p>On Wednesday, \"Sister Wood's\" flagship fund ARKK bought nearly 164,000 shares of Coinbase, and its other ETF, Ark Fintech Innovation (ARKF), added about 82,000 shares of Coinbase, in addition to about 141,000 shares of Silvergate Capital.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | Hawkish argument put pressure, Nasdaq fell 0.35%, and Chinese stocks rose against 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\">\nLast night and this morning | Hawkish argument put pressure, Nasdaq fell 0.35%, and Chinese stocks rose against 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\">2022-11-18 08:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>① Pressure from hawkish arguments, US stocks closed down across the board, and Chinese stocks rose sharply against the market; ② Gold and crude oil fell hand in hand, and U.S. oil plunged nearly 5%; ③ Britain's \"enlargement move\": tax increase of 14 billion pounds; ④ The French finance minister denounced the US bill in person. Overseas markets</p><p>1. Federal Reserve officials continued to suppress market sentiment, US stocks closed down, Nasdaq fell 0.35%</p><p>U.S. stocks closed lower on Thursday. Comments from Fed officials that the rate hike operation is far from over weighed on stock indexes. Investors are evaluating the latest economic data and earnings results. Rising U.S. bond yields have stoked investors' worries about a U.S. recession. Fed officials reaffirmed their determination to continue the fight against inflation and warned of more pain ahead. By the close, the Dow Jones was down 0.02%, the Nasdaq was down 0.35% and the S&P 500 was down 0.3%.</p><p>Big tech stocks mostly fell,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>dropped more than 2%,<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>dropped more than 1%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>AMD rose by more than 1%. Software applications and non-ferrous metal sectors were among the top decliners,<a href=\"https://laohu8.com/S/CENX\">Century Aluminum</a>It fell more than 6%, and McMoRan Copper fell more than 2%. Consumer electronics and anti-epidemic concept stocks rose, Qorvo rose more than 5%, Vaccinex rose more than 4%,<a href=\"https://laohu8.com/S/LLY\">Lilly</a>It rose more than 2%.</p><p>2. Popular Chinese stocks rose against the market<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/JD\">Jingdong</a>Up more than 7%</p><p>Popular Chinese stocks rose generally, and the Nasdaq China Golden Dragon Index rose 3.71%. Alibaba, JD.COM and Weibo rose by more than 7%,<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 5%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>rose by more than 4%,<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>rose by more than 3%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>rose by more than 2%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Manbang rose by more than 1%.<a href=\"https://laohu8.com/S/QD\">Fun Shop</a>fell by more than 5%,<a href=\"https://laohu8.com/S/MF\">Daily Excellent Fresh</a>It fell by more than 1%,<a href=\"https://laohu8.com/S/NTES\">Netease</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>Down slightly.</p><p>3. Most major indexes of European stocks closed lower, and the European Stoxx 50 index fell 0.11%</p><p>Most major European stock indexes closed lower on Thursday, with Germany's DAX30 index rising 0.23%,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index fell 0.06%, France's CAC40 index fell 0.47%, and the European Stoxx 50 index fell 0.11%.</p><p>4. U.S. WTI crude oil closed down 4.6%, the lowest closing price since the end of September</p><p>U.S. benchmark West Texas Intermediate (WTI) crude oil futures for December delivery fell $3.95, or 4.6%, to close at $81.64 a barrel on the New York Mercantile Exchange, the lowest closing price for the most active contract since Sept. 30.</p><p>5. New York gold futures closed down 0.7% on Thursday</p><p>Gold for December delivery fell $12.80, or 0.7%, to close at $1,763 an ounce on the New York Mercantile Exchange. rate hike expectations from the Federal Reserve drove a stronger dollar and a climb in Treasury Bond yields, putting pressure on gold prices.</p><p>Macro News</p><p>1. \"Eagle King\" Bullard: The Federal Reserve has not done enough and still needs further rate hike</p><p>On Thursday (November 17th) local time, St. Louis Fed President Bullard said that so far, the impact of rate hike on inflation is limited, so the Fed still needs further rate hike to achieve the goal of calming down inflation.</p><p>So far this year, the Federal Reserve has entered the rate hike six times, raising interest rates by a total of 375 basis points, raising the federal interest rate target range to 3.75%-4%, the central bank's most aggressive rate hike cycle since the 1980s.</p><p>2. The United States will issue guidance on Russian oil price ceiling</p><p>A US official said recently that the government plans to issue guidance in the coming days on the price cap on Russian oil, which will take effect on December 5. Mullinax, director of the U.S. Office of Sanctions Policy and Enforcement, said the government is in close contact with industry and international partners on the oil price cap issue and will approach the issue in a spirit of flexibility. The United States and its G7 allies and Australia plan to cap the price of Russian seaborne oil from Dec. 5, with a second restriction on petroleum products set to take effect on Feb. 5 next year.</p><p>3. Federal Reserve officials took turns to emphasize that the latest person in rate hike claimed that interest rates should be at least 5%-5.25%</p><p>St. Louis Fed President James Bullard said the Fed would need \"at least\" a rate hike of 5%-5.25% before it could contain inflation. Financial markets were shocked, and investors recalibrated their estimates for peak interest rates.</p><p>Bullard told reporters after his speech on Thursday, \"In the past, I thought 4.75%-5% would be fine, but based on the current analysis, I would recommend adding to 5%-5.25%, which is the lowest level. According to the analysis, at least to this level to keep interest rates in a restrictive zone.\" Before Bullard's speech, several Fed officials had reaffirmed their determination to raise interest rates.</p><p>4. Lunnickel fell by nearly 8% in the intraday session. The UK announced its autumn budget: a combination of \"tax increase + expenditure reduction\"</p><p>Last night, Lun Ni continued its decline. As of 23:45, Lun Ni fell nearly 8%. As of this morning's close, Lun Nickel closed down about 9% again, falling nearly 20% in two days.</p><p>On the evening of November 17, Jeremy Hunt, the Chancellor of the Exchequer, released the government's autumn budget. According to the Office for Budget Responsibility, the \"main reason\" for the current high inflation rate in the UK is the current global situation, Mr Hunt said.</p><p>In terms of personal income tax, the 45 per cent threshold for individual tax will be lowered from £150,000 to £125,140 per year. The UK Government's tax on energy profits on oil and gas businesses will increase from 25% to 35% from 1 January to 28 March 2023, with a temporary 45% tax on power businesses from 1 January. The measures are expected to generate £14bn for the UK Government.</p><p>5. UN Secretary-General Guterres: All parties should act to reach an agreement on climate agreement</p><p>On Thursday (November 17th) local time, UN Secretary-General Guterres called on countries to \"act\" on climate issues, overcome the \"rupture of trust\" between rich and poor countries, and reach an agreement on a climate agreement to save the world from global warming.</p><p>Guterres told reporters that \"now is not the time to blame each other, passing the blame will only bring destruction\". He called on all parties to take action in three key areas, namely, effectively tackling loss and damage, closing the emissions gap, and delivering on financing commitments.</p><p>6. The French finance minister condemned the Inflation Reduction Act in person and required the Biden administration to amend it</p><p>According to multiple media reports, during the 17th summit of leaders of the Group of Twenty (G20), French officials once again warned the United States that the previously passed Inflation Reduction Act threatened Europe's economy and urged the Biden administration to amend it.</p><p>On Wednesday (November 16) local time, French Economy and Finance Minister Bruno Le Maire told the media that the US government's subsidy policy for \"Made in America\" cars will put European automakers at a competitive disadvantage and cause damage to the European economy.</p><p>7. Industry executives: U.S. shale oil growth has slowed down, and OPEC has returned to its dominant position</p><p>On Thursday (November 17th) local time, at an investor conference held in Miami, Florida,<a href=\"https://laohu8.com/S/USEG\">U.S. Energy</a>John Hess, the company's chief executive, said that amid the plot of slowing shale oil growth in the United States, the Organization of Petroleum Exporting Countries (OPEC), as the biggest production regulator, has returned to its dominant position.</p><p>A so-called Swing Producer is usually a commodity or oligopoly supplier that controls its global reserves and has a large amount of spare capacity. Swing producers are able to increase or decrease supply with minimal additional internal costs, thereby influencing prices and balancing the market. Typical production regulators include Saudi Arabian oil, Russian potash, and historically De Beers diamonds.</p><p>8. Pelosi: Won't run for Democratic leadership but will remain a lawmaker</p><p>Pelosi's era is over. On Thursday (November 17th), Eastern Time, after leading the Democratic Party for 20 years, Speaker of the U.S. House of Representatives Pelosi said that she will step down as the leader of the Democratic Party of the House of Representatives and will not run for the leadership position of the Democratic Party again, but will continue to serve as a member of the House of Representatives.</p><p>Previously, in the 2022 midterm elections, Democrats lost control of the House but maintained control of the Senate. The departure of the 82-year-old Pelosi is expected to usher in a major reshuffle of House Democrats.</p><p>9. U.S. mortgage rates fell to 6.61%, the biggest drop since 1981</p><p>Mortgage rates in the United States posted their biggest weekly decline in nearly 41 years, retreating after experiencing rapid gains. The average rate on a 30-year fixed-rate mortgage is 6.61%, the lowest in nearly two months, Freddie Mac said in a statement Thursday. Last week it was 7.08%. The decline in mortgage rates follows recent moves in 10-year Treasury Bond yields as official data last week showed inflation eased in October. Accordingly, investors expect that the Federal Reserve may begin to slow down its rate hike in the coming months. Federal Reserve Chair Jerome Powell has already said, though, that it is too early to consider a pause.</p><p>10. bottom out? European car sales rose 14% year-on-year in October, maintaining growth for three consecutive months</p><p>European car sales rose for a third straight month in October as supply chain issues eased, however concerns are mounting that deteriorating economic conditions could deter car buyers.</p><p>European Union, European Free Trade Association (EFTA) and UK carmakers delivered a combined 910,753 vehicles last month, up 14% year-on-year, data from the European Automobile Manufacturers Association (ACEA) showed on Thursday.</p><p>COMPANY NEWS</p><p>1、<a href=\"https://laohu8.com/NW/2284999087\" target=\"_blank\">Alibaba's inflection point is approaching: Alibaba Cloud and rookie carry the flag after Taobao Tmall</a></p><p>On the evening of November 17th, Alibaba announced its results for the quarter ended September 2022. In the quarter, Alibaba's revenue was 207.176 billion yuan, up 3% year-on-year; Adjusted EBITA increased by 29% year-on-year to RMB36.164 billion, meeting market expectations. On the whole, Ali is in a critical adjustment period, and Rookie and Alibaba Cloud are expected to carry Alibaba's next stage of growth. Among them, in the quarter, Cainiao's operating income before offsetting cross-segment transactions increased by 26% year-on-year to 18.282 billion yuan; Alibaba Cloud's adjusted EBITA was 434 million yuan, making it profitable for two consecutive years.</p><p>2、<a href=\"https://laohu8.com/NW/2284792387\" target=\"_blank\">Autonomous vehicles meet another cold snap Volkswagen's new CEO may postpone or cancel related plans</a></p><p>The newly appointed CEO of Volkswagen Group, Oliver Blume, is evaluating the autonomous vehicle project in the first news of a reorientation of the company's strategy in his two months at the job. According to people familiar with the matter, Blumer may delay the Trinty self-driving vehicle project and cancel plans to build a new factory for the project near the company's headquarters. In a letter to employees from Blumer and VW Passenger Vehicles CEO Thomas Schaefer, the two executives said \"we are taking advantage of this opportunity to review all projects and investments and determine whether they are feasible\".</p><p>3、<a href=\"https://laohu8.com/NW/2284496711\" target=\"_blank\">Employees of more than 100 Starbucks stores launched a strike campaign demanding higher wages and benefits</a></p><p>On Thursday, employees at more than 100 Starbucks stores staged a strike movement in an attempt to pressure the company to raise wages and benefits. The Starbucks union said the strike came on Starbucks'\"Red Cup Day,\" an annual Starbucks promotion that is typically one of the busiest days of the year, and that the promotion was also seen as a key driver of the company's fourth-quarter sales. \"Starbucks' anti-union campaign began in the summer of 2021 when Starbucks sent more than 100 managers, executives and corporate representatives to monitor, threaten and intimidate workers. Since then, Starbucks has been getting worse and worse in its union destruction,\" the union said before the strike.</p><p>4、<a href=\"https://laohu8.com/S/VALE\">Vale</a>And<a href=\"https://laohu8.com/S/GM\">General Motors</a>Canadian long-term nickel supply deal signed</p><p>Vale Canada and General Motors announced Thursday that they have signed a long-term nickel supply agreement that will see Vale-owned plants in Canada supply battery-grade nickel sulfate to General Motors for the long term to support its rapidly growing demand for electric vehicle production in North America. This initiative highlights Vale's market-leading position as North America's largest finished nickel producer and its unique strategic position as a preferred supplier to the electric vehicle industry.</p><p>5. GM Expects U.S. Light Vehicle Sales to Reach 15 Million in 2023</p><p>GM expects U.S. light-duty vehicle sales to reach 15 million in 2023, GM CFO says; Supply Chain Challenges Remain in 2023; Expect \"pricing normalization\" in the U.S. auto market.</p><p>6. Net profit increases 10x Lithium mining giant SQM expects high lithium prices to continue in 2023</p><p>Although the long-term lithium ore market has a promising outlook, it faces headwinds in the short term. Chilean lithium mining giant SQM's net profit rose nearly 10 times year-on-year in the third quarter, affected by soaring lithium prices and record sales. At the same time, SQM expects that global lithium demand will increase by 40% this year, and the rise in lithium prices will continue into 2023.</p><p>On Thursday, the financial report data released by SQM showed that in the third quarter of this year, its revenue increased by 347% year-on-year to $2.958 billion, and its net profit rose nearly ten times to $1.1 billion, exceeding analysts' expectations. Among them, the revenue of lithium mining business increased by more than 12 times.</p><p>7、<a href=\"https://laohu8.com/NW/2284185327\" target=\"_blank\">Others panic and I am greedy, \"Wood Sister\" continues to bargain-hunting digital currency assets</a></p><p>When the FTX thunderstorm caused the turmoil in the currency circle, \"Wood Sister\" Cathie Wood panicked and I was greedy, and continued to bargain-hunting digital currency assets.</p><p>On Wednesday, \"Sister Wood's\" flagship fund ARKK bought nearly 164,000 shares of Coinbase, and its other ETF, Ark Fintech Innovation (ARKF), added about 82,000 shares of Coinbase, in addition to about 141,000 shares of Silvergate Capital.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"QQQ":"纳指100ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","TTTN":"老虎中美互联网巨头ETF","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","PSQ":"做空纳斯达克100指数ETF-ProShares","BK4561":"索罗斯持仓","03086":"华夏纳指","BK4550":"红杉资本持仓","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4534":"瑞士信贷持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4581":"高盛持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152673631","content_text":"导语①鹰派论调施压，美股全线收跌，中概股逆市大涨；②黄金、原油携手下跌，美油重挫近5%；③英国“放大招”：加税140亿英镑；④法国财长当面声讨美国法案。一、海外市场1、美联储官员持续打压市场情绪美股收跌纳指跌0.35%美股周四收跌。美联储官员关于加息行动远未结束的言论令股指承压。投资者正在评估最新经济数据与财报。美债收益率攀升激起投资者对美国经济衰退的担忧。美联储官员重申了他们继续抗击通胀的决心，并警告称未来还会面临更多痛苦。截止收盘，道琼斯指数跌0.02%，纳斯达克指数跌0.35%，标普500指数跌0.3%。大型科技股多数下跌，亚马逊、特斯拉跌逾2%，英伟达跌逾1%，苹果、AMD涨超1%。软件应用、有色金属板块跌幅居前，世纪铝业跌超6%，麦克莫兰铜业跌超2%。消费电子、抗疫概念股走高，Qorvo涨超5%，Vaccinex涨超4%，礼来涨超2%。2、热门中概股逆市普涨阿里巴巴、京东涨超7%热门中概股普涨，纳斯达克中国金龙指数涨3.71%。阿里巴巴、京东、微博涨超7%，唯品会、百度涨超5%，拼多多涨超4%，爱奇艺、理想汽车涨超3%，哔哩哔哩涨超2%，蔚来、满帮涨超1%。趣店跌超5%，每日优鲜跌超1%，网易、小鹏汽车小幅下跌。3、欧股主要指数多数收跌 欧洲斯托克50指数跌0.11%欧股主要指数周四多数收跌，德国DAX30指数涨0.23%，英国富时100指数跌0.06%，法国CAC40指数跌0.47%，欧洲斯托克50指数跌0.11%。4、美国WTI原油收跌4.6% 创9月底以来最低收盘价纽约商品交易所12月交货的美国基准西德克萨斯中质原油(WTI)期货价格下跌3.95美元，跌幅为4.6%，收于每桶81.64美元，创9月30日以来最活跃合约的最低收盘价。5、纽约黄金期货周四收跌0.7%纽约商品交易所12月交割的黄金下跌12.80美元，跌幅为0.7%，收于每盎司1763美元。美联储的加息预期推动美元走强和国债收益率攀升，导致金价承压。二、宏观新闻1、“鹰王”布拉德：美联储做得还不够 仍需进一步加息当地时间周四(11月17日)，圣路易斯联储主席布拉德表示，到目前为止，加息对通胀的影响是有限的，因此美联储仍需进一步加息才能实现平息通胀的目标。今年迄今为止，美联储共进加息六次，累计升息375个基点，将联邦利率目标区间上调至3.75%-4%，这是该央行自上世纪80年代以来最激进的加息周期。2、美国将对俄罗斯石油价格上限发布指导意见美国一位官员近日表示，政府计划在未来几天就将于12月5日生效的俄罗斯石油价格上限发布指导意见。美国制裁政策与执行办公室主任Mullinax表示，政府正就油价上限问题与业界和国际合作伙伴保持密切联系，并将本着灵活的精神来处理这一问题。美国及其G7盟国和澳大利亚计划从12月5日起限制俄罗斯海运石油的价格，对石油产品的第二次限制将于明年2月5日生效。3、美联储官员轮番上阵强调加息 最新一人声称利率至少要到5%-5.25%圣路易斯联储行长James Bullard表示，美联储“至少”要加息到5%-5.25%才能够遏制通胀。金融市场应声大震，投资者重新校准对利率峰值的预估。Bullard在周四演讲结束后他对记者表示，“过去我认为4.75%-5%就可以了，但根据目前的分析，我会建议加到5%-5.25%，这是最低水平。根据分析，至少到这个水平才能让利率处于限制性区域”。在Bullard发言前，已经有数名美联储官员重申过升息决心。4、伦镍盘中再跌近8% 英国公布秋季预算：打出“增税+缩减开支”组合拳昨夜，伦镍延续跌势，截至23:45，伦镍跌近8%。截至今晨收盘，伦镍再度收跌约9%，两日跌近20%。11月17日晚间，英国财政大臣杰里米·亨特发布了政府秋季预算案。亨特表示，根据预算责任办公室的数据，造成英国目前高通胀率的“主要原因”是全球当前形势。个人所得税方面，45%的个税起征点将从年收入150000英镑降低至125140英镑。从2023年1月1日到3月28日，英国政府对石油和天然气企业征收的能源利润税将从25%提高至35%，并从1月1日起对电力企业征收45%的临时税。预计这些措施将为英国政府带来140亿英镑的收入。5、联合国秘书长古特雷斯：各方应该行动起来 在气候协议方面达成一致当地时间周四(11月17日)，联合国秘书长古特雷斯呼吁各国在气候议题上“行动起来”，克服富国和穷国之间的“信任破裂”，在气候协议方面达成一致，将世界从全球变暖中拯救出来。古特雷斯告诉记者，“现在不是相互指责的时候，推卸责任只会带来毁灭”。他呼吁各方在三个关键领域采取行动，即有效应对损失与损害、缩小排放差距、兑现融资承诺。6、法国财长当面声讨《通胀削减法案》 要求拜登政府进行修正综合多家媒体报道，在二十国集团(G20)领导人第十七次峰会期间，法国官员再次警告美国，称先前通过的《通胀削减法案》威胁到了欧洲的经济，敦促拜登政府修正该法案。当地时间周三(11月16日)，法国经济和财政部长勒梅尔(Bruno Le Maire)告诉媒体，美国政府对“美国制造”汽车的补贴政策将使欧洲汽车制造商处于竞争劣势，对欧洲经济造成损害。7、行业高管：美国页岩油增长放缓 欧佩克已重回主导地位当地时间周四(11月17日)，在佛罗里达州迈阿密举行的投资者会议上，美国能源公司首席执行官John Hess表示，在美国页岩油增长放缓的情节下，石油输出国组织(OPEC，简称欧佩克)作为最大的产量调节者，重新回到了主导地位。所谓产量调节者(Swing Producer)，通常指某一商品的或寡头垄断供应商，控制其全球储量并拥有大量闲置产能。摇摆生产者能够以最低的额外内部成本增加或减少供应，从而影响价格和平衡市场。比较典型的产量调节者包括沙特阿拉伯的石油、俄罗斯的钾肥以及历史上戴比尔斯公司的钻石。8、佩洛西：不会竞选民主党领导职位 但将继续担任议员佩洛西的时代已经结束了，美东时间周四(11月17日)，在领导民主党20年之后，美国众议院议长佩洛西表示，她将卸任众议院民主党领袖一职，不会再竞选民主党领导职位，但将继续担任众议院议员。此前，在2022年中期选举中，民主党失去了对众议院的控制，但保持了对参议院的控制。82岁的佩洛西的离职，预计将使众议院民主党迎来重大改组。9、美国抵押贷款利率跌至6.61% 创1981年以来最大降幅美国的抵押贷款利率创下近41年来最大周跌幅，在经历快速上涨之后有所回落。房地美周四发布声明称，30年期固定利率抵押贷款的平均利率为6.61%，为近两个月来最低水平。上周为7.08%。抵押贷款利率的下降追随了10年期国债收益率最近的走势，因上周的官方数据显示10月份通胀缓解。投资者据此预计美联储未来几个月可能开始放慢加息。不过，美联储主席杰罗姆·鲍威尔已经表示，现在考虑停顿为时尚早。10、触底反弹？欧洲汽车10月销量同比增长14% 连续三个月保持增长随着供应链问题的缓解，10月份欧洲汽车销量连续第三个月增长，然而市场越来越担心，不断恶化的经济状况可能令购车者望而却步。欧洲汽车制造商协会(ACEA)周四数据显示，欧盟、欧洲自由贸易联盟(EFTA)和英国汽车制造商上个月共交付91.0753万辆汽车，同比增长14%。三、公司新闻1、阿里巴巴拐点将至：淘宝天猫之后 阿里云、菜鸟扛旗11月17日晚间，阿里巴巴公布2022年9月底止季度业绩。本季度，阿里巴巴收入2071.76亿元，同比增长3%；经调整EBITA同比增长29%至人民币361.64亿元，达到市场预期。综合来看，阿里正处于关键的调整期，菜鸟、阿里云有望扛起阿里巴巴下一个阶段的增长。其中，菜鸟在该季度，抵销跨分部交易前营业收入同比增长26%至182.82亿元；阿里云的经调整EBITA为4.34亿元，连续两年实现盈利。2、自动驾驶汽车又遇寒流 大众新CEO可能推迟或取消相关计划刚刚履新不久的大众汽车集团CEO奥利弗·布鲁默 (Oliver Blume)正在评估自动驾驶汽车项目，这是他上任两个月来首次出现调整公司战略方向的消息。据知情人士透露，布鲁默可能会延后Trinty自动驾驶汽车项目，并取消在公司总部附近为该项目建设新工厂的计划。在一份布鲁默和大众乘用车CEO托马斯·舍费尔写给员工的信中，两位高管表示“我们正在利用这个机会，审查所有的项目和投资，并确定它们是否可行”。3、星巴克100多家门店员工发起罢工运动 要求提高工资和福利美东时间周四，星巴克100多家门店的员工联合举行了罢工运动，他们试图向公司施压，以提高工资和福利水平。星巴克工会表示，罢工发生在星巴克的“红杯日”，这是星巴克一年一度的促销活动，这通常是一年中最忙的日子之一，这一促销活动也被视为该公司第四季度销售的一个关键推动因素。工会在罢工前表示：“星巴克的反工会运动始于2021年夏天，当时星巴克派了100多名经理、高管和企业代表监视、威胁和恐吓工人。从那时起，星巴克对工会的破坏越来越糟糕。”4、淡水河谷和通用汽车签署加拿大长期镍供应协议淡水河谷加拿大公司和通用汽车周四宣布，他们已经签署了一项长期镍供应协议，淡水河谷旗下位于加拿大的工厂将向通用汽车长期供应电池级硫酸镍，以支持其在北美快速增长的电动汽车生产需求。这一举措凸显了淡水河谷作为北美最大镍成品生产商的市场领先地位，以及作为电动汽车行业首选供应商的独特战略地位。5、通用汽车预计2023年美国轻型汽车销量达1500万辆通用汽车CFO表示，通用汽车预计2023年美国轻型汽车销量达1500万辆；2023年供应链挑战依然存在；期待美国汽车市场“定价正常化”。6、净利润增长10倍 锂矿巨头SQM预计高锂价将在2023年延续尽管长期锂矿市场前景向好，但短期内面临逆风因素。受锂价飙升以及销量创纪录影响，智利锂矿巨头SQM三季度净利同比增长近10倍。同时SQM预计，今年全球锂需求将增长40%，锂价上涨将延续到2023年。周四，SQM公布的财报数据显示，今年三季度营收同比增长347%至29.58亿美元，净利润大涨近十倍至11亿美元，超出分析师的预期，其中锂矿业务收入增长逾12倍。7、别人恐慌我贪婪，“木头姐”继续抄底数字货币类资产FTX暴雷引发币圈动荡之际，“木头姐”Cathie Wood别人恐慌我贪婪，持续抄底数字货币类资产。周三，“木头姐”的旗舰基金ARKK买入接近16.4万股Coinbase，旗下另一只ETF方舟金融科技创新（ARKF）加仓约8.2万股Coinbase，此外还买入约14.1万股银门资本（Silvergate Capital）。","news_type":1,"symbols_score_info":{"03086":0.9,"TQQQ":0.9,"TTTN":0.9,"QQQ":0.9,"SQQQ":0.9,".IXIC":0.9,"QID":0.9,"PSQ":0.9,"MNQmain":0.9,"QLD":0.9,"QNETCN":0.9,"NQmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985995813,"gmtCreate":1667286017932,"gmtModify":1676537891512,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568795433177386","authorIdStr":"3568795433177386"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985995813","repostId":"1177705687","repostType":4,"repost":{"id":"1177705687","kind":"news","pubTimestamp":1667263743,"share":"https://ttm.financial/m/news/1177705687?lang=en_US&edition=fundamental","pubTime":"2022-11-01 08:49","market":"sh","language":"zh","title":"Wall Street in unison, JPMorgan: rate hike cycle will end in early 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1177705687","media":"华尔街见闻","summary":"这一次，美股还会被鹰派央行浇灭希望吗？","content":"<p><html><head></head><body>This time, will U.S. stocks be doused by hawkish central banks? A growing number of Wall Street analysts are joining the ranks of those who think the Fed is about to pivot.</p><p>This week, including<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>And<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists, including the Fed, said in the report that the Fed's rate hike operation is coming to an end.</p><p>Morgan Stanley strategist Michael Wilson, once one of Wall Street's biggest bearish analysts, said in Monday's report that indicators including the rally in U.S. stocks and the inversion of the 10-year and 3-month Treasury Bond yield curves \"all support the Fed's early adjustment of policy, not delay\":</p><p>It is not unusual to (rally) this price action towards the end of the cycle, especially as the Fed is nearing the end of its tightening policy action, (therefore) we think the Fed is nearing the end. Therefore, this week's Fed meeting will be crucial to the continuation, pause, or even complete end of the rate hike.<img src=\"https://static.tigerbbs.com/f02737c23a5a2f650c93c74b07298a0b\" tg-width=\"640\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/></p><p>On the other side, Marko Kolanovic, chief strategist of JPMorgan Chase, also predicted in this week's report that the Fed may raise interest rates by 50 basis points in December and suspend rate hike after another 25 basis points of rate hike in the first quarter of next year:</p><p>The European Central Bank's shift in attitude, the easing of fiscal pressures in the UK and the slowing pace of the Canadian and Australian rate hike have heightened optimism that we believe the global tightening cycle could end in early 2023. An important support for risk markets comes from signals that the pace of tightening by the Fed has peaked and that any further rate hike will likely become smaller thereafter. Unlike Wilson, Kolanovic has previously been one of Wall Street's biggest long analysts.</p><p>But now, the \"big bears\" and \"most bulls\" views are beginning to unify.</p><p>However, these strategists also said that easing the pace of tightening does not mean that global central banks will ease their fight against inflation.<b>Achieving easing of austerity requires continued decline in price pressure on consumers.</b></p><p>Bloomberg macro strategist Simon White pointed out that the global CPI diffusion index, which reflects the proportion of countries where global inflation is on an upward trend, is currently at its highest, after only reaching that level twice in 1974 and 2008, and quickly began to decline after reaching it.</p><p><img src=\"https://static.tigerbbs.com/4ac8cd063cb08ad5e8f2df02e1fa4aef\" tg-width=\"500\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p>Now, the market's eyes will be on the Fed.<b>It is widely expected that the Federal Reserve will make its fourth rate hike of 75 basis points on Wednesday, and Fed Chairman Powell's speech will also be crucial for the market's future direction.</b></p><p>In the past two weeks, the dismal performance of large U.S. technology stocks once dropped the S&P 500 index by 17% and the Nasdaq index by nearly 22%. However, as analysts predicted that the Federal Reserve was about to turn, U.S. stocks rebounded.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Strategists believe that a possible slowdown in the Fed's tightening pace, lighter positions and expectations of strong seasonal factors in the fourth quarter are behind the rebound in U.S. stocks in recent weeks.</p><p>In 17 bear market rallies since 1970, the S&P 500 has gained an average of 15% over 44 days. However, every time the U.S. stock market ignited hope before, it was eventually quenched by the hawkish central bank. What about this time?</p><p><img src=\"https://static.tigerbbs.com/b00ff4a8809dfd3061b2ab28faaa769a\" tg-width=\"640\" tg-height=\"385\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street in unison, JPMorgan: rate hike cycle will end in early 2023</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\">\nWall Street in unison, JPMorgan: rate hike cycle will end in early 2023\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-11-01 08:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>This time, will U.S. stocks be doused by hawkish central banks? A growing number of Wall Street analysts are joining the ranks of those who think the Fed is about to pivot.</p><p>This week, including<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>And<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists, including the Fed, said in the report that the Fed's rate hike operation is coming to an end.</p><p>Morgan Stanley strategist Michael Wilson, once one of Wall Street's biggest bearish analysts, said in Monday's report that indicators including the rally in U.S. stocks and the inversion of the 10-year and 3-month Treasury Bond yield curves \"all support the Fed's early adjustment of policy, not delay\":</p><p>It is not unusual to (rally) this price action towards the end of the cycle, especially as the Fed is nearing the end of its tightening policy action, (therefore) we think the Fed is nearing the end. Therefore, this week's Fed meeting will be crucial to the continuation, pause, or even complete end of the rate hike.<img src=\"https://static.tigerbbs.com/f02737c23a5a2f650c93c74b07298a0b\" tg-width=\"640\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/></p><p>On the other side, Marko Kolanovic, chief strategist of JPMorgan Chase, also predicted in this week's report that the Fed may raise interest rates by 50 basis points in December and suspend rate hike after another 25 basis points of rate hike in the first quarter of next year:</p><p>The European Central Bank's shift in attitude, the easing of fiscal pressures in the UK and the slowing pace of the Canadian and Australian rate hike have heightened optimism that we believe the global tightening cycle could end in early 2023. An important support for risk markets comes from signals that the pace of tightening by the Fed has peaked and that any further rate hike will likely become smaller thereafter. Unlike Wilson, Kolanovic has previously been one of Wall Street's biggest long analysts.</p><p>But now, the \"big bears\" and \"most bulls\" views are beginning to unify.</p><p>However, these strategists also said that easing the pace of tightening does not mean that global central banks will ease their fight against inflation.<b>Achieving easing of austerity requires continued decline in price pressure on consumers.</b></p><p>Bloomberg macro strategist Simon White pointed out that the global CPI diffusion index, which reflects the proportion of countries where global inflation is on an upward trend, is currently at its highest, after only reaching that level twice in 1974 and 2008, and quickly began to decline after reaching it.</p><p><img src=\"https://static.tigerbbs.com/4ac8cd063cb08ad5e8f2df02e1fa4aef\" tg-width=\"500\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p>Now, the market's eyes will be on the Fed.<b>It is widely expected that the Federal Reserve will make its fourth rate hike of 75 basis points on Wednesday, and Fed Chairman Powell's speech will also be crucial for the market's future direction.</b></p><p>In the past two weeks, the dismal performance of large U.S. technology stocks once dropped the S&P 500 index by 17% and the Nasdaq index by nearly 22%. However, as analysts predicted that the Federal Reserve was about to turn, U.S. stocks rebounded.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Strategists believe that a possible slowdown in the Fed's tightening pace, lighter positions and expectations of strong seasonal factors in the fourth quarter are behind the rebound in U.S. stocks in recent weeks.</p><p>In 17 bear market rallies since 1970, the S&P 500 has gained an average of 15% over 44 days. However, every time the U.S. stock market ignited hope before, it was eventually quenched by the hawkish central bank. What about this time?</p><p><img src=\"https://static.tigerbbs.com/b00ff4a8809dfd3061b2ab28faaa769a\" tg-width=\"640\" tg-height=\"385\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3673760\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cb5398fed733ffbbc94ab1b9a49946a8","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3673760","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177705687","content_text":"这一次，美股还会被鹰派央行浇灭希望吗？越来越多的华尔街分析师加入了认为美联储即将转向的队伍。本周，包括摩根士丹利和摩根大通在内的策略分析师都在报告中表示，美联储的加息行动即将结束。曾经作为华尔街最大看跌分析师之一的摩根士丹利策略师Michael Wilson在周一的报告中表示，包括美股反弹、10年期和3个月期国债收益率曲线倒挂在内的指标“都支持美联储尽早调整政策，而不是推迟”：在周期接近尾声时，（反弹）这种价格走势并不罕见，特别是在美联储收紧政策行动接近尾声之际，（因此）我们认为美联储正在接近尾声。因此，本周的美联储会议对加息的继续、暂停甚至完全结束至关重要。另一边，摩根大通首席策略师Marko Kolanovic也在本周的报告中预计，美联储可能会在12月加息50基点，在明年一季度再加息25基点后暂停加息：欧洲央行态度的转变、英国财政压力的缓解以及加拿大和澳大利亚加息步伐的放缓，增强了人们的乐观情绪，我们认为全球紧缩周期可能在2023年初结束。风险市场的一个重要支撑来自以下信号：美联储的收紧步伐已见顶，此后任何进一步加息的规模可能都将变小。与Wilson不同的是，Kolanovic此前一直是华尔街最大的多头分析师之一。但现在，“大空头”与“大多头”观点开始统一。不过，这些策略师也表示，放松紧缩步伐并不意味着全球央行将放松对抗通胀的力度。要实现放松紧缩，就需要消费者的价格压力继续下降。彭博宏观策略师Simon White指出，目前全球CPI扩散指数处于最高值，该指数反映了全球通胀处于上升趋势的国家的比例，而此前仅在1974年和2008年两次达到该水平，并且达到后迅速开始下降。现在，市场的目光都将集中在美联储身上。市场普遍预计美联储将在本周三第四次加息75基点，而美联储主席鲍威尔的讲话也将对市场之后的走向至关重要。过去两周，美国大型科技股的惨淡业绩使得标普500指数一度跌17%，纳指跌近22%，但随着之后分析师们预测美联储即将转向，美股出现反弹。高盛策略师认为，美联储收紧步伐可能放缓、仓位较轻以及对第四季度季节性因素强劲的预期是最近几周美股反弹的背后原因。在1970年以来的17次熊市反弹中，标准普尔500指数在44天内平均上涨了15%。然而，此前美股每次燃起希望，最终都被鹰派央行所浇灭，这一次呢？","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986875072,"gmtCreate":1666931240496,"gmtModify":1676537833957,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568795433177386","authorIdStr":"3568795433177386"},"themes":[],"htmlText":"Ok👍","listText":"Ok👍","text":"Ok👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986875072","repostId":"1107369797","repostType":4,"isVote":1,"tweetType":1,"viewCount":2705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914779120,"gmtCreate":1665373288260,"gmtModify":1676537595039,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568795433177386","authorIdStr":"3568795433177386"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914779120","repostId":"1157180522","repostType":4,"isVote":1,"tweetType":1,"viewCount":3381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914813588,"gmtCreate":1665228730645,"gmtModify":1676537576109,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568795433177386","authorIdStr":"3568795433177386"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914813588","repostId":"1162298976","repostType":4,"isVote":1,"tweetType":1,"viewCount":3295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916289897,"gmtCreate":1664599040919,"gmtModify":1676537483387,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568795433177386","authorIdStr":"3568795433177386"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916289897","repostId":"2271377796","repostType":4,"isVote":1,"tweetType":1,"viewCount":3246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919401733,"gmtCreate":1663834027922,"gmtModify":1676537346349,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568795433177386","authorIdStr":"3568795433177386"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919401733","repostId":"1122350702","repostType":4,"isVote":1,"tweetType":1,"viewCount":3680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919351316,"gmtCreate":1663736650235,"gmtModify":1676537326588,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568795433177386","authorIdStr":"3568795433177386"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919351316","repostId":"2269990031","repostType":4,"repost":{"id":"2269990031","kind":"highlight","pubTimestamp":1663709371,"share":"https://ttm.financial/m/news/2269990031?lang=en_US&edition=fundamental","pubTime":"2022-09-21 05:29","market":"us","language":"zh","title":"Foreign Media Headlines | \"Doom Doctor\" Says US Stocks Have 40% Room to Fall","url":"https://stock-news.laohu8.com/highlight/detail?id=2269990031","media":"环球市场播报","summary":"　　在周三公布点阵图时，美联储官员将把近几周来所做的经济预警以数字形式表现出来，预计对利率和失业率的预测将会大幅上调。　　美联储周二起在华盛顿举行为期两天的政策会议，外界预期官员们将连续第三次上调基准利率75基点。　　自6月上一轮经济预测公布以来，美国通胀几乎没有降温，这促使美联储采取了更加激进的立场。　　拉加德重申，欧洲央行将逐次会议作出决定，任何行动都将取决于未来的经济数据。","content":"<p><html><head></head><body><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1. The Federal Reserve's economic forecast is about to announce the \"unemployment rate\" data or break a new high</b><b>2. European Central Bank President Lagarde: There will be more rate hike after \"moving forward\"</b><b>3. \"Dr. Doom\" expects the world to fall into a \"long and tragic\" recession at the end of the year, and the U.S. stock market may plummet by 40%</b><b>4. Inflation and rate hike hit the stock market hard. Factor investment law recovers its former glory</b><b>5、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>CEO bashes: Congress is too demanding and the U.S. economy is a \"two-faced\"</b><b>6. The German government will nationalize natural gas giant Uniper with a historic aid deal</b><img src=\"https://static.tigerbbs.com/3640c165bbab35a063886f0264187e4a\" tg-width=\"550\" tg-height=\"286\" referrerpolicy=\"no-referrer\"/></p><p><b>The Federal Reserve's economic forecast is about to be revealed \"unemployment rate\" data or will break a new high</b></p><p>When the dot plot is released on Wednesday, Fed officials will put economic warnings made in recent weeks in numeric form, and forecasts for interest rates and unemployment are expected to be sharply upgraded.</p><p>Officials are expected to raise their benchmark interest rate by 75 basis points for the third time in a row at a two-day policy meeting in Washington starting Tuesday.</p><p>That means the benchmark interest rate will rise to its highest level since before the 2008 financial crisis. The next phase of the tightening cycle will bring greater economic risks, which will likely be reflected in their revised economic forecasts.</p><p>U.S. inflation has barely cooled since the last round of economic forecasts in June, prompting the Fed to take a more aggressive stance. They are also increasingly skeptical of the relationship between unemployment and inflation, which may be part of the reason why they are now inclined to let economic activity slow even further.</p><p><a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>Brett Ryan, a senior U.S. economist in New York, said, \"Of course, rising interest rates will have a greater impact on unemployment. We expect the unemployment rate to be close to 4.5% in the new Fed forecast, and they will still mention the prospect of a 'soft landing', but will also imply that there is a high risk of recession.\"</p><p><img src=\"https://static.tigerbbs.com/3452a796edd35bc84caa0933386c85fb\" tg-width=\"550\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p><b>European Central Bank President Christine Lagarde: There will be more rate hike after \"moving forward\"</b></p><p>European Central Bank President Christine Lagarde said that after the central bank moved forward and implemented \"the fastest interest rate adjustment in our history\", borrowing costs will rise further in the coming months.</p><p>\"We have taken significant steps on the road to monetary policy normalization by implementing a forward rate hike,\" Lagarde said in a speech in Frankfurt late Tuesday. \"We expect further rate hike in the next few meetings.\"</p><p>After emulating the Federal Reserve's rate hike by 75 basis points this month, ECB officials are debating their next move. While they agree that further action is needed to control record inflation, they disagree on how aggressive they should be as soaring energy costs push Europe toward recession.</p><p>Speaking earlier on Tuesday, Estonia's central bank governor Madis Muller urged the ECB to act \"forcefully and decisively enough\", saying that current interest rates are still nowhere close to limiting the expansion of the eurozone's economy. European Central Bank Vice President Luis de Guindos said Monday that slowing economic growth was not enough to ease inflation.</p><p>Lagarde reiterated that the ECB will make decisions meeting by meeting, and any action will depend on future economic data. \"Where rates end up, and the size of each step we take, will depend on how the inflation outlook evolves,\" she said.</p><p><img src=\"https://static.tigerbbs.com/6ba01422e545fe48e009ec9973e1980f\" tg-width=\"550\" tg-height=\"447\" referrerpolicy=\"no-referrer\"/></p><p><b>'Dr. Doom' expects global year-end recession into 'long and tragic' US stock market fears plunge 40%</b></p><p>Roubini, an economist who accurately predicted the 2008 financial crisis, believes that the United States and the world will suffer a \"long and tragic\" recession by the end of 2022 and be mired in it throughout 2023, while the S&P 500 index will also fall sharply.</p><p>\"The S&P 500 could fall 30% even in a flat, ordinary recession,\" Roubini, chairman and CEO of Roubini Macro Associates, said in an interview Monday that U.S. stocks could tumble 40% in what he expects to be a \"real hard landing.\"</p><p>Roubini's foresight of the housing bubble bursting between 2007 and 2008 earned him the nickname \"Dr. Doom\". He said people who think the U.S. will only have a shallow recession should look at the high debt ratio of businesses and governments. As interest rates rise and debt service costs increase, \"a lot of institutions, residents, businesses, banks, shadow banks are going to be screwed,\" he said, \"so we'll know who's swimming naked when the time comes.\"</p><p><img src=\"https://static.tigerbbs.com/6243978df13130ee8cdbe679db71b0f4\" tg-width=\"550\" tg-height=\"297\" referrerpolicy=\"no-referrer\"/></p><p><b>Inflation and rate hike Hit the Stock Market Hard Factor Investment Law Returns its Former Glory</b></p><p>Ten years to Hedong, ten years to Hexi. The stock market is experiencing its worst year since the global financial crisis, giving once-revolutionary quantitative investors a chance to reclaim their former glory and wash away the humiliation they suffered in the era of cheap money.</p><p>Machine-driven funds, which trade according to some of the characteristics of stocks, such as how cheap they are, how fast they are rising, etc., have been tried and tested this year. This is known as factor investing. In contrast, actively managed hedge funds and short-term speculators failed to escape the market crash.</p><p>Extremes are reversing as historically high inflation triggers a central bank rate hike that has brought big tech-led gains to an abrupt halt.<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>Ultra-high-cap companies no longer dominate, and the gap between winners and losers in the S&P 500 is the biggest in more than a decade, according to the data.</p><p>All of this has inspired rules-based funds. The strategy of buying low-volatility or high-momentum individual stocks is in a profitable state, and value stocks are also extending their post-pandemic return.<img src=\"https://static.tigerbbs.com/f7ed24c5e4b57d9d055660c38e5e736b\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>JPMorgan Chase CEO bashes: Congress is too demanding and the U.S. economy is a \"two-faced\"</b></p><p>JPMorgan Chief Executive Jamie Dimon took aim at \"capital requirements increases\" ahead of two congressional hearings this week.</p><p>This Wednesday and Thursday, Dimon will talk with<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>、<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>The heads of major banks such as Citigroup and Citigroup attended a congressional hearing on consumer banking. In prepared speeches, he praised his company's role in the global economy and warned of the harm of \"arbitrary increases in capital requirements\".</p><p>\"The continued increase in capital requirements for big banks in the United States poses a significant economic risk in itself, especially when it does not reflect actual risk,\" Dimon wrote. \"This is simply tying regulated banks at the wrong time, leading to their capital being constrained and not conducive to them expanding their business such as lending in a tough time for the national economy\".</p><p>JPMorgan Chase was asked in July to suspend share buybacks to meet higher capital requirements related to the results of stricter stress tests as quickly as possible. Dimon has long criticized the increase in capital requirements.</p><p><img src=\"https://static.tigerbbs.com/8458711ed01911a4418e3128dedcc4d0\" tg-width=\"550\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p><b>German government to nationalise natural gas giant Uniper in historic aid deal</b></p><p>German government plans to give gas giants<a href=\"https://laohu8.com/S/UNPPY\">Uniper SE</a>Injecting roughly 8 billion euros ($8 billion) of capital to nationalise the company in a historic deal while preventing the collapse of the country's energy sector.</p><p>Uniper confirmed on Tuesday that it is finally discussing a proposal with the government, which includes an 8 billion euro capital increase, completely subscribed by the government. The German government will also buy a stake in its major shareholder, Finland's Fortum Oyj.</p><p>Uniper, Germany's biggest buyer of Russian gas, is at the heart of the energy crisis. Against the backdrop of Russian restrictions on energy supplies to Europe, the government is under pressure to act if Uniper goes bankrupt, which could affect all areas of the German economy and threaten fuel supplies.</p><p>Uniper shares rose 3%. Fortnum shares jumped 9.5% before trading in the shares was suspended by the exchange.</p><p></body></html></p>","source":"highlight_sina","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>Foreign Media Headlines | \"Doom Doctor\" Says US Stocks Have 40% Room to Fall</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\">\nForeign Media Headlines | \"Doom Doctor\" Says US Stocks Have 40% Room to Fall\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2022-09-21 05:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1. The Federal Reserve's economic forecast is about to announce the \"unemployment rate\" data or break a new high</b><b>2. European Central Bank President Lagarde: There will be more rate hike after \"moving forward\"</b><b>3. \"Dr. Doom\" expects the world to fall into a \"long and tragic\" recession at the end of the year, and the U.S. stock market may plummet by 40%</b><b>4. Inflation and rate hike hit the stock market hard. Factor investment law recovers its former glory</b><b>5、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>CEO bashes: Congress is too demanding and the U.S. economy is a \"two-faced\"</b><b>6. The German government will nationalize natural gas giant Uniper with a historic aid deal</b><img src=\"https://static.tigerbbs.com/3640c165bbab35a063886f0264187e4a\" tg-width=\"550\" tg-height=\"286\" referrerpolicy=\"no-referrer\"/></p><p><b>The Federal Reserve's economic forecast is about to be revealed \"unemployment rate\" data or will break a new high</b></p><p>When the dot plot is released on Wednesday, Fed officials will put economic warnings made in recent weeks in numeric form, and forecasts for interest rates and unemployment are expected to be sharply upgraded.</p><p>Officials are expected to raise their benchmark interest rate by 75 basis points for the third time in a row at a two-day policy meeting in Washington starting Tuesday.</p><p>That means the benchmark interest rate will rise to its highest level since before the 2008 financial crisis. The next phase of the tightening cycle will bring greater economic risks, which will likely be reflected in their revised economic forecasts.</p><p>U.S. inflation has barely cooled since the last round of economic forecasts in June, prompting the Fed to take a more aggressive stance. They are also increasingly skeptical of the relationship between unemployment and inflation, which may be part of the reason why they are now inclined to let economic activity slow even further.</p><p><a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>Brett Ryan, a senior U.S. economist in New York, said, \"Of course, rising interest rates will have a greater impact on unemployment. We expect the unemployment rate to be close to 4.5% in the new Fed forecast, and they will still mention the prospect of a 'soft landing', but will also imply that there is a high risk of recession.\"</p><p><img src=\"https://static.tigerbbs.com/3452a796edd35bc84caa0933386c85fb\" tg-width=\"550\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p><b>European Central Bank President Christine Lagarde: There will be more rate hike after \"moving forward\"</b></p><p>European Central Bank President Christine Lagarde said that after the central bank moved forward and implemented \"the fastest interest rate adjustment in our history\", borrowing costs will rise further in the coming months.</p><p>\"We have taken significant steps on the road to monetary policy normalization by implementing a forward rate hike,\" Lagarde said in a speech in Frankfurt late Tuesday. \"We expect further rate hike in the next few meetings.\"</p><p>After emulating the Federal Reserve's rate hike by 75 basis points this month, ECB officials are debating their next move. While they agree that further action is needed to control record inflation, they disagree on how aggressive they should be as soaring energy costs push Europe toward recession.</p><p>Speaking earlier on Tuesday, Estonia's central bank governor Madis Muller urged the ECB to act \"forcefully and decisively enough\", saying that current interest rates are still nowhere close to limiting the expansion of the eurozone's economy. European Central Bank Vice President Luis de Guindos said Monday that slowing economic growth was not enough to ease inflation.</p><p>Lagarde reiterated that the ECB will make decisions meeting by meeting, and any action will depend on future economic data. \"Where rates end up, and the size of each step we take, will depend on how the inflation outlook evolves,\" she said.</p><p><img src=\"https://static.tigerbbs.com/6ba01422e545fe48e009ec9973e1980f\" tg-width=\"550\" tg-height=\"447\" referrerpolicy=\"no-referrer\"/></p><p><b>'Dr. Doom' expects global year-end recession into 'long and tragic' US stock market fears plunge 40%</b></p><p>Roubini, an economist who accurately predicted the 2008 financial crisis, believes that the United States and the world will suffer a \"long and tragic\" recession by the end of 2022 and be mired in it throughout 2023, while the S&P 500 index will also fall sharply.</p><p>\"The S&P 500 could fall 30% even in a flat, ordinary recession,\" Roubini, chairman and CEO of Roubini Macro Associates, said in an interview Monday that U.S. stocks could tumble 40% in what he expects to be a \"real hard landing.\"</p><p>Roubini's foresight of the housing bubble bursting between 2007 and 2008 earned him the nickname \"Dr. Doom\". He said people who think the U.S. will only have a shallow recession should look at the high debt ratio of businesses and governments. As interest rates rise and debt service costs increase, \"a lot of institutions, residents, businesses, banks, shadow banks are going to be screwed,\" he said, \"so we'll know who's swimming naked when the time comes.\"</p><p><img src=\"https://static.tigerbbs.com/6243978df13130ee8cdbe679db71b0f4\" tg-width=\"550\" tg-height=\"297\" referrerpolicy=\"no-referrer\"/></p><p><b>Inflation and rate hike Hit the Stock Market Hard Factor Investment Law Returns its Former Glory</b></p><p>Ten years to Hedong, ten years to Hexi. The stock market is experiencing its worst year since the global financial crisis, giving once-revolutionary quantitative investors a chance to reclaim their former glory and wash away the humiliation they suffered in the era of cheap money.</p><p>Machine-driven funds, which trade according to some of the characteristics of stocks, such as how cheap they are, how fast they are rising, etc., have been tried and tested this year. This is known as factor investing. In contrast, actively managed hedge funds and short-term speculators failed to escape the market crash.</p><p>Extremes are reversing as historically high inflation triggers a central bank rate hike that has brought big tech-led gains to an abrupt halt.<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>Ultra-high-cap companies no longer dominate, and the gap between winners and losers in the S&P 500 is the biggest in more than a decade, according to the data.</p><p>All of this has inspired rules-based funds. The strategy of buying low-volatility or high-momentum individual stocks is in a profitable state, and value stocks are also extending their post-pandemic return.<img src=\"https://static.tigerbbs.com/f7ed24c5e4b57d9d055660c38e5e736b\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>JPMorgan Chase CEO bashes: Congress is too demanding and the U.S. economy is a \"two-faced\"</b></p><p>JPMorgan Chief Executive Jamie Dimon took aim at \"capital requirements increases\" ahead of two congressional hearings this week.</p><p>This Wednesday and Thursday, Dimon will talk with<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>、<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>The heads of major banks such as Citigroup and Citigroup attended a congressional hearing on consumer banking. In prepared speeches, he praised his company's role in the global economy and warned of the harm of \"arbitrary increases in capital requirements\".</p><p>\"The continued increase in capital requirements for big banks in the United States poses a significant economic risk in itself, especially when it does not reflect actual risk,\" Dimon wrote. \"This is simply tying regulated banks at the wrong time, leading to their capital being constrained and not conducive to them expanding their business such as lending in a tough time for the national economy\".</p><p>JPMorgan Chase was asked in July to suspend share buybacks to meet higher capital requirements related to the results of stricter stress tests as quickly as possible. Dimon has long criticized the increase in capital requirements.</p><p><img src=\"https://static.tigerbbs.com/8458711ed01911a4418e3128dedcc4d0\" tg-width=\"550\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p><b>German government to nationalise natural gas giant Uniper in historic aid deal</b></p><p>German government plans to give gas giants<a href=\"https://laohu8.com/S/UNPPY\">Uniper SE</a>Injecting roughly 8 billion euros ($8 billion) of capital to nationalise the company in a historic deal while preventing the collapse of the country's energy sector.</p><p>Uniper confirmed on Tuesday that it is finally discussing a proposal with the government, which includes an 8 billion euro capital increase, completely subscribed by the government. The German government will also buy a stake in its major shareholder, Finland's Fortum Oyj.</p><p>Uniper, Germany's biggest buyer of Russian gas, is at the heart of the energy crisis. Against the backdrop of Russian restrictions on energy supplies to Europe, the government is under pressure to act if Uniper goes bankrupt, which could affect all areas of the German economy and threaten fuel supplies.</p><p>Uniper shares rose 3%. Fortnum shares jumped 9.5% before trading in the shares was suspended by the exchange.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/world/2022-09-21/doc-imqmmtha8114555.shtml\">环球市场播报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f7ed24c5e4b57d9d055660c38e5e736b","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.sina.com.cn/world/2022-09-21/doc-imqmmtha8114555.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2269990031","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、美联储经济预测即将揭晓 “失业率”数据或将破新高 2、欧洲央行行长拉加德：“靠前发力”之后还会有更多加息3、“末日博士”预计全球年底陷入“漫长惨烈”衰退 美国股市恐暴跌40%4、通胀与加息重创股市 因子投资法找回昔日荣光5、摩根大通CEO抨击：国会要求太苛刻 美国经济是个“两面派”6、德国政府将以历史性援助协议把天然气巨头Uniper国有化美联储经济预测即将揭晓 “失业率”数据或将破新高 在周三公布点阵图时，美联储官员将把近几周来所做的经济预警以数字形式表现出来，预计对利率和失业率的预测将会大幅上调。美联储周二起在华盛顿举行为期两天的政策会议，外界预期官员们将连续第三次上调基准利率75基点。这意味着基准利率将升至2008年金融危机前以来的最高水平。紧缩周期的下一阶段将带来更大的经济风险，这可能会在他们的修订后的经济预测中得到反映。自6月上一轮经济预测公布以来，美国通胀几乎没有降温，这促使美联储采取了更加激进的立场。他们也越来越怀疑失业率和通胀率之间的关系，这可能是他们现在倾向于让经济活动进一步放缓的部分原因。德意志银行驻纽约高级美国经济学家Brett Ryan表示，“当然，利率上升将对失业产生更大的影响。我们预计在美联储的新预测中，失业率将接近4.5%，他们仍然会提到‘软着陆’前景，但也会暗示其中有很高的经济衰退风险。”欧洲央行行长拉加德：“靠前发力”之后还会有更多加息欧洲央行行长拉加德称，在央行靠前发力、实施了“我们历史上最快的利率调整”之后，借贷成本在未来数月还将进一步上升。“我们在货币政策正常化的道路上迈出了重大步伐，实施了靠前加息，”拉加德周二晚间在法兰克福发表演讲称。“我们预计在接下来的几次会议上会进一步加息。”在本月效仿美联储加息75个基点之后，欧洲央行官员正在激辩下一步行动。虽然他们同意需要采取进一步行动来控制创纪录的通胀，但随着能源成本飙升推动欧洲走向经济衰退，他们对应该多激进的问题存在分歧。爱沙尼亚央行行长Madis Muller周二早些时候发表讲话，敦促欧洲央行采取“足够有力和果断”的行动，称当前的利率仍远不到限制欧元区经济扩张的水平。欧洲央行副行长Luis de Guindos周一表示，经济增长放缓不足以缓解通胀。拉加德重申，欧洲央行将逐次会议作出决定，任何行动都将取决于未来的经济数据。“利率最终落在何处，以及我们每一步的规模，将取决于通胀前景如何演变，”她说。“末日博士”预计全球年底陷入“漫长惨烈”衰退 美国股市恐暴跌40%曾准确预测到2008年金融危机的经济学家鲁比尼认为，美国和全球将在2022年底遭遇“漫长而惨烈”的衰退并在整个2023年都深陷其中，而标普500指数也会大幅下跌。“即使在平淡的普通衰退中标普500指数也可能下跌30%，” Roubini Macro Associates董事长兼首席执行官鲁比尼周一接受采访时表示，在他预计的“真正硬着陆”中，美股可能会重挫40%。鲁比尼对2007年至2008年房地产泡沫破灭的预见使他获得了“末日博士”的绰号。他表示，认为美国只会浅衰退的人应该看看企业和政府的高负债比。随着利率上升和偿债成本增加，“许多机构、居民、企业、银行、影子银行都会完蛋，” 他说，“所以我们到时候就知道谁在裸泳了。”通胀与加息重创股市 因子投资法找回昔日荣光十年河东，十年河西。股市正在经历全球金融危机以来最糟糕的一年，让曾经革命性的量化投资者有机会找回昔日的荣光，一洗他们在廉价货币时代遭受的屈辱。机器驱动的基金依据股票的一些特质（例如廉价程度、上涨速度等）进行交易操作，今年屡试不爽。这就是所谓的因子投资。相比之下，主动管理的对冲基金和短线炒家都没能躲开市场大跌。随着历史性的高通胀引发央行加息，导致大型科技股领涨的格局戛然而止，极端行情正在逆转。标普全球的数据显示，超高市值公司不再独领风骚，标普500指数成份股赢家和输家的差距也达到十多年来的最大。所有这一切都激发了基于规则的基金。买入低波动或高动量个股的策略处于盈利状态，价值股也正在延续疫后的回归。摩根大通CEO抨击：国会要求太苛刻 美国经济是个“两面派”摩根大通首席执行官杰米·戴蒙在本周两场国会听证会举行前将矛头指向了“资本要求提高”一事。本周三和周四，戴蒙将与美国银行、富国银行、花旗集团等主要银行的掌门人一起出席有关消费者银行业务的国会听证会。在事先准备好的讲稿中，他称赞自己的公司在全球经济中发挥的作用，并警告说“任意增加资本要求”会带来伤害。“美国对大银行持续提高资本金要求本身就构成了重大经济风险，特别是在没有反映实际风险的情况下，” Dimon写道。 “这根本是在错误的时间束缚了受监管的银行，导致它们的资本受到限制，在国家经济艰困时期不利于他们扩大放贷等业务”。摩根大通7月被要求暂停股票回购，以尽快满足与更严格压力测试结果相关的更高资本要求。戴蒙长期以来都对资本要求的提高颇有诟病。德国政府将以历史性援助协议把天然气巨头Uniper国有化德国政府计划向天然气巨头Uniper SE注入大约80亿欧元（80亿美元）资本，以历史性的协议将该公司国有化，同时防止该国能源行业崩溃。Uniper周二证实，在与政府最终商讨一份方案，方案包括80亿欧元的增资，完全由政府认购。德国政府还将购入其主要股东芬兰Fortum Oyj的股份。Uniper是德国国内俄罗斯天然气的最大买家，处在能源危机的核心。在俄罗斯限制对欧洲的能源供应这一背景下，如果Uniper破产，可能对德国经济的各个领域产生波及，并可能威胁燃料供应，因此政府面临行动压力。Uniper股价上涨3%。Fortnum股价跃升9.5%，随后股票的交易被交易所暂停。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935964684,"gmtCreate":1663027531948,"gmtModify":1676537184549,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568795433177386","authorIdStr":"3568795433177386"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9935964684","repostId":"2267637899","repostType":4,"isVote":1,"tweetType":1,"viewCount":1084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932560242,"gmtCreate":1662957087686,"gmtModify":1676537171561,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568795433177386","authorIdStr":"3568795433177386"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932560242","repostId":"2266909293","repostType":4,"repost":{"id":"2266909293","kind":"news","pubTimestamp":1662931309,"share":"https://ttm.financial/m/news/2266909293?lang=en_US&edition=fundamental","pubTime":"2022-09-12 05:21","market":"sh","language":"zh","title":"Foreign media headlines | Federal Reserve Governor Waller hawks! Support substantial rate hike","url":"https://stock-news.laohu8.com/highlight/detail?id=2266909293","media":"环球市场播报","summary":"美联储今年已批准四次加息，包括6月和7月连续两次加息75个基点。他不予就此类举措的规模置评，称欧洲央行行动将基于数据。Nagel称，12月份通胀率可能在10%以上的水平触顶。经济学家预计英国央行将宣布加息50至75个基点近日，英国央行宣布因英国全国哀悼期，推迟公布利率决定。英国央行将于9月22日宣布利率决定。","content":"<p><html><head></head><body><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1. Federal Reserve Governor Waller: Worried about economic recession and supporting sharp rate hike</b><b>2. European Central Bank Nagel: If high inflation persists for a long time, the European Central Bank needs to take more clear measures</b><b>3. Economists expect the Bank of England to announce a rate hike of 50 to 75 basis points</b><b>4. U.S. senators criticize the Biden administration for being too slow to deal with inflation</b><b>5、<a href=\"https://laohu8.com/S/DIS\">Disney</a>CEO refuses to sell or split ESPN: There are plans to bring it back to growth</b><b>6. Americans are being forced to change their spending patterns in response to high inflation and recession, according to survey</b><img src=\"https://static.tigerbbs.com/8b2621e3d0fffcea96d45d7be143a413\" tg-width=\"720\" tg-height=\"474\" referrerpolicy=\"no-referrer\"/></p><p><b>Fed Governor Waller: Worried about a recession, supporting a sharp rate hike</b></p><p>Recently, Federal Reserve Governor Chris Waller said in his speech that he expressed concern about the recession risk of the US economy and supported the Federal Reserve's sharp rate hike again.</p><p>Speaking at a conference in Austria's capital Vienna, Waller said he expects the rate hike to continue until at least \"early next year\" as the U.S. central bank struggles to bring inflation closer to its 2% target. He noted that the Fed's \"policy path\" will depend on upcoming macroeconomic data.</p><p>Waller said: \"Six months ago, I didn't think we would be in the position we are in today. After a series of big rate hike and balance sheet reductions, inflation is still far from where we set it.\"</p><p>The Fed has approved four rate hike this year, including two consecutive rate hike of 75 basis points in June and July. Recently, several Fed officials have indicated that the Federal Open Market Committee (FOMC) may declare a third significant rate hike when it meets later in September.</p><p><img src=\"https://static.tigerbbs.com/e396b5a76d07e7d6c5316f6ae8235596\" tg-width=\"720\" tg-height=\"444\" referrerpolicy=\"no-referrer\"/></p><p><b>European Central Bank Nagel: If high inflation persists for a long time, the European Central Bank needs to take more clear measures</b></p><p>Bundesbank President Joachim Nagel recently said that if the current consumer price trend continues, the European Central Bank will need to continue its rate hike.</p><p>\"Thursday's action is a clear signal that if the inflation situation remains the same, then further clarity must be taken,\" Nagel said in an interview on Sunday. He would not comment on the scale of such moves, saying ECB action would be based on data.</p><p>Inflation is likely to peak above 10% in December, Nagel said. Nagel has been head of the Bundesbank since January and is one of the more hawkish members of the Governing Council, the ECB's interest rate decision-making body.</p><p>\"The inflation situation is likely to weaken somewhat during 2023,\" Nagel said. Rates, though, \"could be excessively high above 6%.\"</p><p><img src=\"https://static.tigerbbs.com/656b2f1ef46b1d1d0c265c3b05923c55\" tg-width=\"720\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p><b>Economists expect the Bank of England to declare a rate hike of 50 to 75 basis points</b></p><p>Recently, the Bank of England (BoE) announced that it would postpone the announcement of its interest rate decision due to the period of national mourning in the UK. It also means the UK's rate-setting body has delayed the publication of interest rate decisions for the first time since it began operating independently 25 years ago.</p><p>The Bank of England will announce its interest rate decision on September 22. Economists mostly expect the Bank of England to rate hike another 50 basis points, although some in financial markets expect to rate hike 75 basis points.</p><p>Financial analyst Danni Hewson said: \"The Bank of England's Monetary Policy Committee is unlikely to stray from its established trajectory due to the delay of the rate-setting meeting, and despite the apparent expectation that an energy price freeze will help cool inflation, the bank is still expected to take positive action when it comes to the next rate decision.</p><p>In August, the Bank of England voted 8-1 to raise the bank rate by 50 basis points to 1.75%. The central bank said the move would effectively ease inflationary pressures and curb the slowdown in economic growth.</p><p><img src=\"https://static.tigerbbs.com/82e8e3a05f34be9964ec9547ef75f260\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/></p><p><b>U.S. Senators Criticize Biden Administration: Too Slow in Solving Inflation</b></p><p>Recently, U.S. Senator Maggie Hassan said it took \"too long\" for the Biden administration to start tackling inflation. And as early as 2021, the inflation rate in the United States has already started to soar.</p><p>\"The Biden administration has delayed too long to start working on inflation,\" Hassan said. \"I think for the Inflation Reduction Act to quickly cut taxes for households who invest in energy efficiency at home and shift us from dependence on big oil and foreign oil to a clean energy economy.\"</p><p><img src=\"https://static.tigerbbs.com/d2557752a644baea0fb0aa7538a0a06a\" tg-width=\"720\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p><b>Disney CEO refuses to sell or split ESPN: There are plans to restore it to a growth trajectory</b></p><p>Recently, Walt Disney CEO Bob Chapek said in an interview that he rejected activist investor Dan Loeb's request for Disney to sell or spin off ESPN Sports Television Network, and stressed that he would build this business into one of the company's growth engines.</p><p>\"If a lot of investors want to come over and ask for a price, I think that just shows the growth potential of ESPN,\" Chapek said. \"We have developed a proven business development strategy and are confident that we can return ESPN to growth.\"</p><p>Well-known investor Rob previously called on Disney to sell or spin off ESPN to reduce the debt burden of the parent company. Rob's hedge fund Third Point disclosed its roughly $1 billion stake in Disney in August and announced plans to restructure Disney. The plan includes spinning off ESPN, buying back shares and adding board members.</p><p><img src=\"https://static.tigerbbs.com/07f7b67d939646c8f2926670c89befde\" tg-width=\"720\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p><b>Americans are being forced to change their spending patterns in response to high inflation and recession, according to survey</b></p><p>As inflation continues to rise, more and more American consumers are starting to notice that the products they are buying are \"shrinking\" more than before.</p><p>According to a survey, 54 percent of Americans have seen, read or heard about consumer goods \"increasing prices and decreasing volumes\" amid inflation, and 64 percent are concerned about it. Only 25% said they had not noticed a contraction in inflation in any grocery category.</p><p>Food is one of the consumer categories most significantly affected by inflation. Fifty-five percent of Americans have noticed that while prices remain the same or even rise, the size and quantity of these foods are decreasing. Frozen foods, meat and bread, and pastries that Americans are concerned about all have this phenomenon: while prices are rising, portion sizes are falling.</p><p>Faced with this, Americans are fighting inflation by changing their spending habits. According to the results of the same survey, about 48% of Americans said they bought other branded products in the face of inflation, while 49% said they chose to \"spend downgrade\" in favor of generic products. Low-and middle-income American households were more open to this option, at 52% and 48%, respectively. Another about 30 percent of Americans say they will be forced to stop buying products from brands they have long been accustomed to and love.</p><p></body></html></p>","source":"sina_symbol","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>Foreign media headlines | Federal Reserve Governor Waller hawks! Support substantial rate hike</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\">\nForeign media headlines | Federal Reserve Governor Waller hawks! Support substantial rate hike\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2022-09-12 05:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1. Federal Reserve Governor Waller: Worried about economic recession and supporting sharp rate hike</b><b>2. European Central Bank Nagel: If high inflation persists for a long time, the European Central Bank needs to take more clear measures</b><b>3. Economists expect the Bank of England to announce a rate hike of 50 to 75 basis points</b><b>4. U.S. senators criticize the Biden administration for being too slow to deal with inflation</b><b>5、<a href=\"https://laohu8.com/S/DIS\">Disney</a>CEO refuses to sell or split ESPN: There are plans to bring it back to growth</b><b>6. Americans are being forced to change their spending patterns in response to high inflation and recession, according to survey</b><img src=\"https://static.tigerbbs.com/8b2621e3d0fffcea96d45d7be143a413\" tg-width=\"720\" tg-height=\"474\" referrerpolicy=\"no-referrer\"/></p><p><b>Fed Governor Waller: Worried about a recession, supporting a sharp rate hike</b></p><p>Recently, Federal Reserve Governor Chris Waller said in his speech that he expressed concern about the recession risk of the US economy and supported the Federal Reserve's sharp rate hike again.</p><p>Speaking at a conference in Austria's capital Vienna, Waller said he expects the rate hike to continue until at least \"early next year\" as the U.S. central bank struggles to bring inflation closer to its 2% target. He noted that the Fed's \"policy path\" will depend on upcoming macroeconomic data.</p><p>Waller said: \"Six months ago, I didn't think we would be in the position we are in today. After a series of big rate hike and balance sheet reductions, inflation is still far from where we set it.\"</p><p>The Fed has approved four rate hike this year, including two consecutive rate hike of 75 basis points in June and July. Recently, several Fed officials have indicated that the Federal Open Market Committee (FOMC) may declare a third significant rate hike when it meets later in September.</p><p><img src=\"https://static.tigerbbs.com/e396b5a76d07e7d6c5316f6ae8235596\" tg-width=\"720\" tg-height=\"444\" referrerpolicy=\"no-referrer\"/></p><p><b>European Central Bank Nagel: If high inflation persists for a long time, the European Central Bank needs to take more clear measures</b></p><p>Bundesbank President Joachim Nagel recently said that if the current consumer price trend continues, the European Central Bank will need to continue its rate hike.</p><p>\"Thursday's action is a clear signal that if the inflation situation remains the same, then further clarity must be taken,\" Nagel said in an interview on Sunday. He would not comment on the scale of such moves, saying ECB action would be based on data.</p><p>Inflation is likely to peak above 10% in December, Nagel said. Nagel has been head of the Bundesbank since January and is one of the more hawkish members of the Governing Council, the ECB's interest rate decision-making body.</p><p>\"The inflation situation is likely to weaken somewhat during 2023,\" Nagel said. Rates, though, \"could be excessively high above 6%.\"</p><p><img src=\"https://static.tigerbbs.com/656b2f1ef46b1d1d0c265c3b05923c55\" tg-width=\"720\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p><b>Economists expect the Bank of England to declare a rate hike of 50 to 75 basis points</b></p><p>Recently, the Bank of England (BoE) announced that it would postpone the announcement of its interest rate decision due to the period of national mourning in the UK. It also means the UK's rate-setting body has delayed the publication of interest rate decisions for the first time since it began operating independently 25 years ago.</p><p>The Bank of England will announce its interest rate decision on September 22. Economists mostly expect the Bank of England to rate hike another 50 basis points, although some in financial markets expect to rate hike 75 basis points.</p><p>Financial analyst Danni Hewson said: \"The Bank of England's Monetary Policy Committee is unlikely to stray from its established trajectory due to the delay of the rate-setting meeting, and despite the apparent expectation that an energy price freeze will help cool inflation, the bank is still expected to take positive action when it comes to the next rate decision.</p><p>In August, the Bank of England voted 8-1 to raise the bank rate by 50 basis points to 1.75%. The central bank said the move would effectively ease inflationary pressures and curb the slowdown in economic growth.</p><p><img src=\"https://static.tigerbbs.com/82e8e3a05f34be9964ec9547ef75f260\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/></p><p><b>U.S. Senators Criticize Biden Administration: Too Slow in Solving Inflation</b></p><p>Recently, U.S. Senator Maggie Hassan said it took \"too long\" for the Biden administration to start tackling inflation. And as early as 2021, the inflation rate in the United States has already started to soar.</p><p>\"The Biden administration has delayed too long to start working on inflation,\" Hassan said. \"I think for the Inflation Reduction Act to quickly cut taxes for households who invest in energy efficiency at home and shift us from dependence on big oil and foreign oil to a clean energy economy.\"</p><p><img src=\"https://static.tigerbbs.com/d2557752a644baea0fb0aa7538a0a06a\" tg-width=\"720\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p><b>Disney CEO refuses to sell or split ESPN: There are plans to restore it to a growth trajectory</b></p><p>Recently, Walt Disney CEO Bob Chapek said in an interview that he rejected activist investor Dan Loeb's request for Disney to sell or spin off ESPN Sports Television Network, and stressed that he would build this business into one of the company's growth engines.</p><p>\"If a lot of investors want to come over and ask for a price, I think that just shows the growth potential of ESPN,\" Chapek said. \"We have developed a proven business development strategy and are confident that we can return ESPN to growth.\"</p><p>Well-known investor Rob previously called on Disney to sell or spin off ESPN to reduce the debt burden of the parent company. Rob's hedge fund Third Point disclosed its roughly $1 billion stake in Disney in August and announced plans to restructure Disney. The plan includes spinning off ESPN, buying back shares and adding board members.</p><p><img src=\"https://static.tigerbbs.com/07f7b67d939646c8f2926670c89befde\" tg-width=\"720\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p><b>Americans are being forced to change their spending patterns in response to high inflation and recession, according to survey</b></p><p>As inflation continues to rise, more and more American consumers are starting to notice that the products they are buying are \"shrinking\" more than before.</p><p>According to a survey, 54 percent of Americans have seen, read or heard about consumer goods \"increasing prices and decreasing volumes\" amid inflation, and 64 percent are concerned about it. Only 25% said they had not noticed a contraction in inflation in any grocery category.</p><p>Food is one of the consumer categories most significantly affected by inflation. Fifty-five percent of Americans have noticed that while prices remain the same or even rise, the size and quantity of these foods are decreasing. Frozen foods, meat and bread, and pastries that Americans are concerned about all have this phenomenon: while prices are rising, portion sizes are falling.</p><p>Faced with this, Americans are fighting inflation by changing their spending habits. According to the results of the same survey, about 48% of Americans said they bought other branded products in the face of inflation, while 49% said they chose to \"spend downgrade\" in favor of generic products. Low-and middle-income American households were more open to this option, at 52% and 48%, respectively. Another about 30 percent of Americans say they will be forced to stop buying products from brands they have long been accustomed to and love.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/world/2022-09-12/doc-imqmmtha6959587.shtml\">环球市场播报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8b2621e3d0fffcea96d45d7be143a413","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SDOW":"三倍做空道指30ETF-ProShares","DOG":"道指ETF-ProShares做空","TQQQ":"纳指三倍做多ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","BK4581":"高盛持仓","SDS":"两倍做空标普500 ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","DJX":"1/100道琼斯","OEX":"标普100","IVV":"标普500ETF-iShares","BK4534":"瑞士信贷持仓","DXD":"两倍做空道琼30指数ETF-ProShares","SQQQ":"纳指三倍做空ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares",".DJI":"道琼斯","PSQ":"做空纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","BK4504":"桥水持仓","BK4559":"巴菲特持仓",".SPX":"S&P 500 Index","SH":"做空标普500-Proshares","SPY":"标普500ETF","BK4550":"红杉资本持仓","DDM":"2倍做多道指ETF-ProShares","QQQ":"纳指100ETF","OEF":"标普100指数ETF-iShares","SSO":"2倍做多标普500ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/world/2022-09-12/doc-imqmmtha6959587.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266909293","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有： 1、美联储理事沃勒：担忧经济衰退，支持大幅加息 2、欧洲央行Nagel：如高通胀长期持续 欧洲央行需采取更加明确措施 3、经济学家预计英国央行将宣布加息50至75个基点 4、美参议员批拜登政府：在应对通胀问题上过于迟钝 5、迪士尼CEO拒绝出售或拆分ESPN：有计划使其恢复增长 6、调查显示，美国人正被迫改变消费方式以应对高通胀及经济衰退美联储理事沃勒：担忧经济衰退，支持大幅加息近日，美联储理事克里斯·沃勒（Chris Waller）在讲话中表示，他对美国经济的衰退风险表示担忧，支持美联储再次大幅加息。沃勒在奥地利首都维也纳举行的一次会议上说，他预计加息将至少持续到“明年初”，因为美国央行正在努力使通货膨胀率接近2%的目标。他指出，美联储的“政策路径”将取决于即将公布的宏观经济数据。沃勒谈到：“六个月前，我没有想到我们会面临今天这样的境地。在一系列大幅加息和缩减资产负债表的动作后，通胀率仍远未达到我们所设定的目标。”美联储今年已批准四次加息，包括6月和7月连续两次加息75个基点。近期多位美联储官员表示，联邦公开市场委员会（FOMC）在9月晚些时候开会时，可能会宣布第三次大幅加息。欧洲央行Nagel：如高通胀长期持续 欧洲央行需采取更加明确的措施德国央行行长Joachim Nagel近日表示，如当前消费者物价趋势持续，欧洲央行将需要继续加息。“周四的行动是一个明确的信号，如果通胀形势保持不变，那么必须采取进一步的明确措施，” Nagel周日接受采访时表示。他不予就此类举措的规模置评，称欧洲央行行动将基于数据。Nagel称，12月份通胀率可能在10%以上的水平触顶。Nagel自1月份以来担任德国央行行长，也是欧洲央行的利率决策机构管委会中较为鹰派的委员之一。“通胀形势在2023年期间可能将有所减弱，”Nagel说。不过，利率“可能会在6%以上的过高水平。”经济学家预计英国央行将宣布加息50至75个基点近日，英国央行（BoE）宣布因英国全国哀悼期，推迟公布利率决定。这也意味着英国利率制定机构自25年前开始独立运作以来首次推迟公布利率决定。英国央行将于9月22日宣布利率决定。经济学家大多预计英国央行将再加息50个基点，尽管金融市场的一些人预计将加息75个基点。金融分析师Danni Hewson表示：“英格兰银行货币政策委员会不太可能因为利率制定会议的推迟而偏离既定轨道，尽管人们显然预期能源价格冻结将有助于冷却通胀，但预计该行在下一次利率决定时仍将采取积极行动。8月，英国央行以8比1的投票结果将银行利率上调50个基点至1.75%。央行称此举将有效缓解通胀压力并遏制经济增长放缓趋势。美参议员批拜登政府：在解决通胀问题上过于迟钝近日，美国参议员玛吉·哈桑（Maggie Hassan）表示，拜登政府花了“太长时间”才开始解决通货膨胀问题。而早在2021年，美国的通货膨胀率就已经开始飙升了。“拜登政府耽误了太久才开始着手解决通胀问题，”哈桑表示。“我认为对《削减通货膨胀法案》来说，应迅速为那些在家中投资提高能源效率的家庭减税，并将我们从对大石油和外国石油的依赖转向清洁能源经济。”迪士尼CEO拒绝出售或拆分ESPN：有计划使其恢复至增长轨道近日，华特迪士尼CEO鮑伯·查佩克在接受采访时表示，拒绝激进投资者丹·罗布（Dan Loeb）提出的要求迪士尼出售或分拆ESPN体育电视网的要求，并强调自己将会把该业务打造为公司的增长引擎之一。“如果不少投资者都想过来问问价，我认为这恰恰说明了ESPN的增长潜力，”查佩克说到。“我们已经制定了成熟的业务发展战略，有信心使ESPN恢复增长。”知名投资人罗布此前呼吁迪士尼将ESPN出售或分拆，以减轻母公司的债务负担。罗布的对冲基金Third Point在8月份披露其持有大约10亿美元的迪士尼股份，并宣布了重组迪士尼的计划。该计划包括剥离ESPN，回购股票并增加董事会成员。调查显示，美国人正被迫改变消费方式以应对高通胀及经济衰退随着通货膨胀程度持续加大，越来越多的美国消费者开始注意到他们所购买的产品比以往“缩水”不少。一项调查显示，54%的美国人看到、读到或听到过关于通货膨胀下消费品“加价减量”的消息，并有64%的人对此感到担忧。只有25%的人表示，他们没有注意到任何食品杂货品类的通胀收缩。食品是受通货膨胀影响最显著的消费品类之一。55%的美国人注意到，虽然价格保持不变甚至上涨，但这些食品的大小和数量正在减少。美国人关注的冷冻食品、肉和面包以及糕点都存在着上述现象：尽管价格在上涨，份量却在下降。面对如此情况，美国人正在通过改变消费习惯来对抗通货膨胀。根据相同调查的结果显示，约48%的美国人表示他们在面临通胀时购买了其他品牌产品，而49%的人表示他们选择“消费降级”，转而购买普通产品。低收入和中等收入美国家庭更接受这一选项，分别为52%和48%。另外约有30%的美国人表示他们将被迫停止购买自己长期习惯使用且喜爱的品牌的商品。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,".IXIC":1,".DJI":1,"IVV":0.6,"SH":0.6,"PSQ":0.6,"DDM":0.6,"SPXU":0.6,".SPX":0.6,"SSO":0.6,"QQQ":0.6,"SPY":1,"OEF":0.6,"NQmain":0.6,"QID":0.6,"DXD":0.6,"SDOW":0.6,"DOG":0.6,"ESmain":0.6,"SQQQ":0.6,"UPRO":0.6,"OEX":0.6,"TQQQ":0.6,"QLD":0.6,"UDOW":0.6,"SDS":0.6,"MNQmain":0.6,"DJX":0.6}},"isVote":1,"tweetType":1,"viewCount":931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938205262,"gmtCreate":1662607749356,"gmtModify":1676537100128,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568795433177386","authorIdStr":"3568795433177386"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938205262","repostId":"1156028982","repostType":4,"isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997320365,"gmtCreate":1661744891360,"gmtModify":1676536571891,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568795433177386","authorIdStr":"3568795433177386"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997320365","repostId":"2263119845","repostType":4,"repost":{"id":"2263119845","kind":"news","pubTimestamp":1661722441,"share":"https://ttm.financial/m/news/2263119845?lang=en_US&edition=fundamental","pubTime":"2022-08-29 05:34","market":"hk","language":"zh","title":"Foreign Media Headlines | Jackson Hole Group \"Eagle\" Gathering","url":"https://stock-news.laohu8.com/highlight/detail?id=2263119845","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、群“鹰”荟萃：一个词总结概括杰克逊霍尔年度研讨会2、商标申请表明，苹果可能会为AR/VR头盔争取“Reality”名称3、美参议员沃伦指责美联储加息是缘木求鱼 反而可能使美国陷入衰退4、沃顿商学院西格尔：将10%-15%资金分配给Meme股票是可以的5、能源危机史无前例 英国押注未来电池以减少对天然气的依赖6、9月是个残酷的季节？这是2020年疫情爆发以来首次在杰克逊霍尔举行面对面会议。","content":"<p><html><head></head><body><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1、</b>Group \"Eagle\" Gathering: One Word Summary Summarizes Jackson Hole Annual Symposium<b>2、</b>The trademark application indicates that,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Might fight for a 'Reality' name for AR/VR headsets<b>3、</b>U.S. Senator Warren accused the Federal Reserve that rate hike was a fish-for-fish, but could plunge the United States into recession<b>4、</b>Wharton Siegel: It's OK to allocate 10%-15% to Meme stocks<b>5、</b>Unprecedented energy crisis UK bets on future batteries to reduce reliance on gas<b>6、</b>September is a cruel season? The Summer Rally Trend of U.S. Stocks Stops Here<img src=\"https://static.tigerbbs.com/e0c933f9fd67359586d0002064b83941\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Group \"Eagle\" Gathering: One Word Summary Summarizes Jackson Hole Annual Symposium</b></p><p>At the Federal Reserve's annual Jackson Hole symposium, the leaders of the world's major central banks sent a straightforward and unified message on the need to curb inflation, declaring in unison that inflation is broad-based, will remain high, and requires strong action.</p><p>The governors of the Bank of England, the Swiss National Bank, the Bank of Japan, the Bank of Korea and several policymakers from the European Central Bank also attended the Kansas City Fed's annual meeting in Grand Teton National Park, Wyoming.</p><p>Federal Reserve Chairman Jerome Powell's speech on Friday explicitly promised the Fed to rate hike until inflation slowed significantly.</p><p>Policymakers in Europe and the United States are battling the hottest inflation in decades, determined to raise interest rates and remain unshaken even if the economy malaise as long as inflationary pressures remain high.</p><p>It was the first in-person meeting at Jackson Hole since the pandemic began in 2020. Policymakers have taken the opportunity to tell investors that they will remain committed even if it causes economic pain.</p><p><img src=\"https://static.tigerbbs.com/2286da964777a0008e0a27f7ffd217d5\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>Apple may fight for 'Reality' name for AR/VR headset, trademark filing suggests</b></p><p>The trademark filing suggests that Apple may pursue a potential name for its highly anticipated mixed reality headset, part of the tech giant's push for its first new product category in years.</p><p>It is reported that applications for the names \"Reality One\", \"Reality Pro\" and \"Reality Processor\" have been submitted in the United States, the European Union, the United Kingdom, Canada, Australia, New Zealand, Saudi Arabia, Costa Rica and Uruguay. While Apple did not submit an application itself, they followed a pattern used by iPhone makers in the past — including relying on law firms the company previously hired to lock in brands.</p><p>Apple's headsets are expected to combine virtual reality and augmented reality technologies, putting the company in line with leading suppliers of VR equipment<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>Compete more closely.</p><p>The above trademark application has not yet been approved, and there is no guarantee that future Apple products will carry any name.</p><p>Still, there are signs that Apple is laying the groundwork for its expansion into headphones. Earlier this year, trademark filings related to Apple also appeared for the real-OS name.</p><p><img src=\"https://static.tigerbbs.com/4802b7dd9f517174ab004f220a8853db\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>U.S. Senator Warren accused the Federal Reserve that rate hike was a fish-for-fish, but could plunge the United States into recession</b></p><p>U.S. Sen. Elizabeth Warren began attacking the Federal Reserve's anti-inflation plan on Sunday, saying she feared the Fed would send the U.S. economy into a recession.</p><p>\"Do you know what's worse than high prices and a strong economy?\" Warren asked. \"That's high prices and millions of people losing their jobs. I'm very worried that the Fed will send the economy into recession.\"</p><p>Warren reopened fire at Federal Reserve Chairman Jerome Powell's monetary tightening, saying she did not believe rate hike could contain current inflationary pressures.</p><p>\"We still have supply chain tangles, and we still have a Russia-Ukraine situation that pushes up energy costs,\" Warren said. \"rate hike doesn't help, and there's nothing in Powell's toolkit that directly addresses these issues.\"</p><p><img src=\"https://static.tigerbbs.com/21376bc4608288a6ffdf732f3db4c58b\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>Wharton Siegel: It's OK to allocate 10%-15% to Meme stocks</b></p><p>Meme stocks like Bed Bath & Beyond and AMC may be going crazy again, but that doesn't mean investors need to avoid them altogether.</p><p>Such volatile stocks are more of a gambling tool than anything else, but speculative bets can still be a small part of a young investor's portfolio, said Jeremy Siegel, professor emeritus of finance at the University of Pennsylvania's Wharton School.</p><p>In the case of AMC, Bed Bath & Beyond and GameStop, their combined market capitalization is small, according to Jeremy Siegel. Even if you add a few more Meme stocks, you still only get a tiny slice of the market. Now, they may look like they have a lot of fireworks. If you like gambling, then try it. A year ago, I said somewhat conservatively that I didn't think they would pay off for long-term investors, they were just a gambling tool.</p><p><img src=\"https://static.tigerbbs.com/460970673f1a43740d6af85a7662adba\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>Unprecedented energy crisis UK bets on future batteries to reduce reliance on gas</b></p><p>Like most countries in Europe, Britain is facing an unprecedented energy crisis. Wholesale gas prices have soared again, bringing the UK's price cap on household bills further down. With costs soaring, quite a few British businesses are at risk of bankruptcy.</p><p>The UK's reliance on natural gas, which accounted for 40% of its electricity last year, makes it particularly vulnerable and exposes the need for alternative energy sources from fossil fuels. One option is batteries, the \"new\" old energy storage technology that has established itself.</p><p>The UK already has the largest number of grid-connected batteries in Europe, researchers say. Its lithium-ion batteries currently have a capacity of about 1.9 billion watts and will increase more than 4x by 2020. These are essentially giant versions of cell phone batteries. They can be charged when demand is low and electricity prices are cheap, and then discharged when demand increases.</p><p>But lithium-ion batteries also have drawbacks. They can only provide electricity for a relatively short period of time. And batteries are in short supply, and developers have to compete with the automotive industry, which has huge demand for them.</p><p><img src=\"https://static.tigerbbs.com/be1b902a4b93eb54fa41be221cd7c775\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p><b>September is a cruel season? The Summer Rally Trend of U.S. Stocks Stops Here</b></p><p>The S&P 500 rebounded 10.7% from its June low and is now heading into one of the toughest months in U.S. stock history, sparking nerves among some fund managers over a broad sell-off.</p><p>September is typically the month when stocks fall, as fund managers tend to sell underperforming positions as the end of the third quarter approaches.</p><p>The S&P 500 could fall more than 10% in September as investors digest the possibility that the Federal Reserve won't start cutting interest rates as early as previously hoped, according to Natixis chief portfolio strategist.</p><p>One of the main reasons for the gloomy outlook is the belief that the Fed will continue its rate hike and keep it above neutral for longer than markets expected a week ago, weighing on consumer demand and the housing market.</p><p></body></html></p>","source":"tencent","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>Foreign Media Headlines | Jackson Hole Group \"Eagle\" Gathering</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\">\nForeign Media Headlines | Jackson Hole Group \"Eagle\" Gathering\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2022-08-29 05:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1、</b>Group \"Eagle\" Gathering: One Word Summary Summarizes Jackson Hole Annual Symposium<b>2、</b>The trademark application indicates that,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Might fight for a 'Reality' name for AR/VR headsets<b>3、</b>U.S. Senator Warren accused the Federal Reserve that rate hike was a fish-for-fish, but could plunge the United States into recession<b>4、</b>Wharton Siegel: It's OK to allocate 10%-15% to Meme stocks<b>5、</b>Unprecedented energy crisis UK bets on future batteries to reduce reliance on gas<b>6、</b>September is a cruel season? The Summer Rally Trend of U.S. Stocks Stops Here<img src=\"https://static.tigerbbs.com/e0c933f9fd67359586d0002064b83941\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Group \"Eagle\" Gathering: One Word Summary Summarizes Jackson Hole Annual Symposium</b></p><p>At the Federal Reserve's annual Jackson Hole symposium, the leaders of the world's major central banks sent a straightforward and unified message on the need to curb inflation, declaring in unison that inflation is broad-based, will remain high, and requires strong action.</p><p>The governors of the Bank of England, the Swiss National Bank, the Bank of Japan, the Bank of Korea and several policymakers from the European Central Bank also attended the Kansas City Fed's annual meeting in Grand Teton National Park, Wyoming.</p><p>Federal Reserve Chairman Jerome Powell's speech on Friday explicitly promised the Fed to rate hike until inflation slowed significantly.</p><p>Policymakers in Europe and the United States are battling the hottest inflation in decades, determined to raise interest rates and remain unshaken even if the economy malaise as long as inflationary pressures remain high.</p><p>It was the first in-person meeting at Jackson Hole since the pandemic began in 2020. Policymakers have taken the opportunity to tell investors that they will remain committed even if it causes economic pain.</p><p><img src=\"https://static.tigerbbs.com/2286da964777a0008e0a27f7ffd217d5\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>Apple may fight for 'Reality' name for AR/VR headset, trademark filing suggests</b></p><p>The trademark filing suggests that Apple may pursue a potential name for its highly anticipated mixed reality headset, part of the tech giant's push for its first new product category in years.</p><p>It is reported that applications for the names \"Reality One\", \"Reality Pro\" and \"Reality Processor\" have been submitted in the United States, the European Union, the United Kingdom, Canada, Australia, New Zealand, Saudi Arabia, Costa Rica and Uruguay. While Apple did not submit an application itself, they followed a pattern used by iPhone makers in the past — including relying on law firms the company previously hired to lock in brands.</p><p>Apple's headsets are expected to combine virtual reality and augmented reality technologies, putting the company in line with leading suppliers of VR equipment<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>Compete more closely.</p><p>The above trademark application has not yet been approved, and there is no guarantee that future Apple products will carry any name.</p><p>Still, there are signs that Apple is laying the groundwork for its expansion into headphones. Earlier this year, trademark filings related to Apple also appeared for the real-OS name.</p><p><img src=\"https://static.tigerbbs.com/4802b7dd9f517174ab004f220a8853db\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>U.S. Senator Warren accused the Federal Reserve that rate hike was a fish-for-fish, but could plunge the United States into recession</b></p><p>U.S. Sen. Elizabeth Warren began attacking the Federal Reserve's anti-inflation plan on Sunday, saying she feared the Fed would send the U.S. economy into a recession.</p><p>\"Do you know what's worse than high prices and a strong economy?\" Warren asked. \"That's high prices and millions of people losing their jobs. I'm very worried that the Fed will send the economy into recession.\"</p><p>Warren reopened fire at Federal Reserve Chairman Jerome Powell's monetary tightening, saying she did not believe rate hike could contain current inflationary pressures.</p><p>\"We still have supply chain tangles, and we still have a Russia-Ukraine situation that pushes up energy costs,\" Warren said. \"rate hike doesn't help, and there's nothing in Powell's toolkit that directly addresses these issues.\"</p><p><img src=\"https://static.tigerbbs.com/21376bc4608288a6ffdf732f3db4c58b\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>Wharton Siegel: It's OK to allocate 10%-15% to Meme stocks</b></p><p>Meme stocks like Bed Bath & Beyond and AMC may be going crazy again, but that doesn't mean investors need to avoid them altogether.</p><p>Such volatile stocks are more of a gambling tool than anything else, but speculative bets can still be a small part of a young investor's portfolio, said Jeremy Siegel, professor emeritus of finance at the University of Pennsylvania's Wharton School.</p><p>In the case of AMC, Bed Bath & Beyond and GameStop, their combined market capitalization is small, according to Jeremy Siegel. Even if you add a few more Meme stocks, you still only get a tiny slice of the market. Now, they may look like they have a lot of fireworks. If you like gambling, then try it. A year ago, I said somewhat conservatively that I didn't think they would pay off for long-term investors, they were just a gambling tool.</p><p><img src=\"https://static.tigerbbs.com/460970673f1a43740d6af85a7662adba\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>Unprecedented energy crisis UK bets on future batteries to reduce reliance on gas</b></p><p>Like most countries in Europe, Britain is facing an unprecedented energy crisis. Wholesale gas prices have soared again, bringing the UK's price cap on household bills further down. With costs soaring, quite a few British businesses are at risk of bankruptcy.</p><p>The UK's reliance on natural gas, which accounted for 40% of its electricity last year, makes it particularly vulnerable and exposes the need for alternative energy sources from fossil fuels. One option is batteries, the \"new\" old energy storage technology that has established itself.</p><p>The UK already has the largest number of grid-connected batteries in Europe, researchers say. Its lithium-ion batteries currently have a capacity of about 1.9 billion watts and will increase more than 4x by 2020. These are essentially giant versions of cell phone batteries. They can be charged when demand is low and electricity prices are cheap, and then discharged when demand increases.</p><p>But lithium-ion batteries also have drawbacks. They can only provide electricity for a relatively short period of time. And batteries are in short supply, and developers have to compete with the automotive industry, which has huge demand for them.</p><p><img src=\"https://static.tigerbbs.com/be1b902a4b93eb54fa41be221cd7c775\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p><b>September is a cruel season? The Summer Rally Trend of U.S. Stocks Stops Here</b></p><p>The S&P 500 rebounded 10.7% from its June low and is now heading into one of the toughest months in U.S. stock history, sparking nerves among some fund managers over a broad sell-off.</p><p>September is typically the month when stocks fall, as fund managers tend to sell underperforming positions as the end of the third quarter approaches.</p><p>The S&P 500 could fall more than 10% in September as investors digest the possibility that the Federal Reserve won't start cutting interest rates as early as previously hoped, according to Natixis chief portfolio strategist.</p><p>One of the main reasons for the gloomy outlook is the belief that the Fed will continue its rate hike and keep it above neutral for longer than markets expected a week ago, weighing on consumer demand and the housing market.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022082906113884653ee4&s=b\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e0c933f9fd67359586d0002064b83941","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022082906113884653ee4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2263119845","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、群“鹰”荟萃：一个词总结概括杰克逊霍尔年度研讨会2、商标申请表明，苹果可能会为AR/VR头盔争取“Reality”名称3、美参议员沃伦指责美联储加息是缘木求鱼 反而可能使美国陷入衰退4、沃顿商学院西格尔：将10%-15%资金分配给Meme股票是可以的5、能源危机史无前例 英国押注未来电池以减少对天然气的依赖6、9月是个残酷的季节？ 美股夏季反弹趋势就此止步群“鹰”荟萃：一个词总结概括杰克逊霍尔年度研讨会在美联储的杰克逊霍尔年度研讨会上，世界主要央行的领导人就遏制通胀的必要性发出了直白而又统一的信息，异口同声宣告通胀基础广泛、将维持高位、需要采取强有力的行动。英国央行、瑞士央行、日本央行、韩国央行的行长和欧洲央行的几位决策者也出席了堪萨斯城联储在怀俄明州大提顿国家公园举行的这次年会。美联储主席杰罗姆·鲍威尔周五发表了演讲，明确承诺美联储将加息直到通胀显著放缓。欧洲和美国的决策者正在与数十年来最热的通胀作斗争，下定决心提高利率，只要通胀压力依然很高，哪怕经济萎靡不振也不动摇。这是2020年疫情爆发以来首次在杰克逊霍尔举行面对面会议。决策者们借此机会告诉投资者，即使会造成经济痛苦，他们也将矢志不渝。商标申请表明，苹果可能会为AR/VR头盔争取“Reality”名称商标申请表明，苹果公司可能会为其备受期待的混合现实头戴设备争取潜在名称，这是这家科技巨头多年来推动其首个新产品类别的一部分。据悉，在美国、欧盟、英国、加拿大、澳大利亚、新西兰、沙特阿拉伯、哥斯达黎加和乌拉圭提交了“Reality One”“Reality Pro”和“Reality Processor”名称的申请。虽然苹果自己没有提交申请，但他们遵循了 iPhone 制造商过去使用的模式——包括依靠该公司之前聘请的律师事务所来锁定品牌。预计苹果的头显将结合虚拟现实和增强现实技术，使公司与 VR 设备的领先供应商 Meta Platforms展开更密切的竞争。上述商标申请尚未获得批准，也不能保证苹果未来的产品会带有任何名称。尽管如此，仍有迹象表明苹果正在为其向耳机领域的扩张奠定基础。今年早些时候，real-OS 名称也出现了与苹果相关的商标申请。美参议员沃伦指责美联储加息是缘木求鱼 反而可能使美国陷入衰退美国参议员伊丽莎白·沃伦周日开始攻击美联储的抗通胀计划，称她担心美联储会导致美国经济陷入衰退。“你知道什么比高物价和强经济更糟糕吗？”沃伦发问，“那就是高物价和千百万人失业。我非常担心美联储会导致经济陷入衰退。”沃伦再度对美联储主席杰罗姆·鲍威尔的货币紧缩政策开火，说她不相信加息可以遏制当前的通胀压力。“我们仍有供应链纠结，我们仍有推高能源成本的俄乌局势，”沃伦说。“加息无济于事，鲍威尔的工具包里没有什么能直接解决这些问题。”沃顿商学院西格尔：将10%-15%资金分配给Meme股票是可以的像Bed Bath & Beyond和AMC这样的Meme股票可能会再次变得疯狂，但这并不意味着投资者需要完全避开它们。宾夕法尼亚大学沃顿商学院金融学名誉教授杰里米·西格尔（Jeremy Siegel）表示，这种波动性较大的股票比其他任何东西都更像是赌博工具，但投机性押注仍可以成为年轻投资者投资组合的一小部分。杰里米·西格尔表示，以AMC、Bed Bath & Beyond和GameStop为例，他们的总市值很小。即使你再添加一些Meme股票，你仍然只获得了市场中极小的一部分。现在，它们可能看起来像有很多烟花。如果你喜欢赌博，那就去尝试吧。一年前，我曾有些保守地说过，我不认为它们会给长期投资者带来回报，他们只是个赌博工具。能源危机史无前例 英国押注未来电池以减少对天然气的依赖和欧洲大多数国家一样，英国正面临着一场史无前例的能源危机。天然气批发价格再次飙升，使英国对家庭账单的价格上限进一步降低。随着成本的飙升，不少英国企业面临破产的风险。英国对天然气的依赖（去年占其电力的40%）使其特别脆弱，并暴露出对化石燃料替代能源的需求。一种选择是电池，即已经站稳脚跟的“新”的老能源存储技术。研究人员称，英国已经拥有欧洲数量最多的并网电池。其锂离子电池目前的容量约为19亿瓦，到2020年将增加4倍以上。这些本质上是手机电池的巨型版本。它们可以在需求低且电价便宜的时候充电，然后在需求增加时放电。但是锂离子电池也有缺点。它们只能在相对较短的时间内提供电力。并且电池也供不应求，开发商还不得不与对此有巨大需求的汽车行业竞争。9月是个残酷的季节？ 美股夏季反弹趋势就此止步标普500指数从6月的低点反弹10.7%，目前正步入美股历史上最艰难的一个月，这引发了一些基金经理对广泛抛售的紧张情绪。9月通常是股市下跌的月份，因为随着第三季度末的临近，基金经理倾向于卖出表现不佳的头寸。Natixis首席投资组合策略师表示，由于投资者消化了美联储不会像此前希望的那样及早开始降息的可能性，标普500指数可能在9月跌超10%。前景黯淡的主要原因之一是人们相信美联储将继续加息并将其维持在中性之上的时间比市场一周前的预期要长，这对消费者需求和房地产市场构成压力。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995943006,"gmtCreate":1661398741308,"gmtModify":1676536512061,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568795433177386","authorIdStr":"3568795433177386"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995943006","repostId":"1157353975","repostType":4,"repost":{"id":"1157353975","kind":"news","pubTimestamp":1661393967,"share":"https://ttm.financial/m/news/1157353975?lang=en_US&edition=fundamental","pubTime":"2022-08-25 10:19","market":"sh","language":"zh","title":"Steady Growth 2.0 is here! What is the firepower of the 19 continuation policies?","url":"https://stock-news.laohu8.com/highlight/detail?id=1157353975","media":"川阅全球宏观","summary":"继523国常会出台稳增长33条之后，周三（8月24日）国常会推出稳增长19条。这是年内疫情再次反复、地产风险扩散导致经济复苏不稳的情况下，政府进行的第二次全面的稳增长努力。与上一次相比，本次的一揽子政","content":"<p><html><head></head><body>On Wednesday (Aug. 24), the Standing Committee of the 523 National Committee introduced 19 articles to stabilize growth, following the 33 articles issued by the Standing Committee of the 523 National Committee. This is the second comprehensive effort made by the government to stabilize growth under the circumstances of unstable economic recovery caused by the repeated epidemic and the spread of real estate risks during the year. Compared with the last time, this package of policies is more targeted and focused:<b>Finance and infrastructure are still the main starting point, and the support attitude for real estate is clearer, while the role of private enterprises and platform economy is more prominent in stabilizing employment. In addition, under the current background of local power shortage, power supply guarantee has become an important part of energy supply guarantee, and the gradual liberalization of cross-border commerce may become an opportunity to optimize epidemic prevention policies.</b></p><p><img src=\"https://static.tigerbbs.com/15de4f78bc4fbc83aac14e4c69e1478e\" tg-width=\"1032\" tg-height=\"412\" referrerpolicy=\"no-referrer\"/></p><p>The timing of the launch of this policy is \"similar to the 523 meeting\",<b>We expect that the credit in August and September may be similar to that in May and June, with a relatively obvious rebound and an optimization of the credit structure</b>For example, the proportion of bill financing and government financing declined. On the economic front, as the 824 meeting paid more attention to the implementation of policies (immediately dispatching a supervision team),<b>We are expected to see the continued development of infrastructure and the improvement of real estate sales by the end of the third quarter.</b></p><p>In the package of policies, we think four points are particularly noteworthy: fiscal restraint, support for real estate and platform economy, emphasis on the immediate implementation of policies and the possibility of gradual liberalization of cross-border business travel.</p><p><img src=\"https://static.tigerbbs.com/6060b95916c00d458eb68b8e75facd9e\" tg-width=\"939\" tg-height=\"964\" referrerpolicy=\"no-referrer\"/></p><p><b>Although finance is still the main starting point for steady growth this year, the constraint of local financial resources has become an important restriction.</b>In terms of finance, more emphasis has been placed on the use of stock space and policy financial instruments. This meeting has added more than 800 billion yuan of capital space (more than 300 billion yuan of policy financial instruments and more than 500 billion yuan of special debt limit space), which we expect to stimulate infrastructure investment of up to 1.9 trillion yuan.</p><p>According to the requirement of the proportion of policy development financial instrument funds used as capital, that is, no more than 50% of the total capital, we estimate that more than 300 billion yuan of financial instrument funds will be able to incite at least 600 billion yuan of infrastructure investment. At the same time, as the investment of special bond funds this year is more biased towards infrastructure, the overall infrastructure proportion has increased by nearly 4 percentage points to 65% compared with last year. If the proportion of special debt as the project capital is 25%, it is estimated that the balance limit of special debt of 500 billion yuan will incite the fund investment of 1.3 trillion yuan.<b>In total, it is estimated that the investment in infrastructure construction will be 1.9 trillion yuan at most during the year.</b></p><p><img src=\"https://static.tigerbbs.com/1620f762e0fb4b1b02a9019cad7cdf80\" tg-width=\"937\" tg-height=\"1185\" referrerpolicy=\"no-referrer\"/></p><p>In terms of real estate, in addition to cutting interest rates, policies such as reducing down payment and relaxing purchase and loan restrictions on a wider scale will be accelerated. In addition to clearly stating that it is necessary to continue to \"reduce financing costs\", it may be more important to emphasize that \"allowing local 'one city, one policy' to use credit and other policies to reasonably support rigid and improved housing demand\", and down payment ratio and purchase and loan restriction are the most effective credit-related tools for local regulation of real estate. But in scope<b>We believe that the policy rollout is mainly concentrated in second-tier cities and below</b>As the benchmark of \"housing for living, not speculation\" and the weather vane of national housing prices, the relaxation of relevant policies in first-tier cities will be more cautious.</p><p>The platform economy is endowed with important policy implications of protecting the main body and stabilizing employment. From the July Politburo meeting pointing out that \"a number of 'green light' investment cases should be launched in a centralized manner\" for the platform economy, to the August 22nd monetary and credit situation analysis meeting held by the People's Bank of China, which put forward for the first time that \"financial support for key areas of the platform economy should be increased in accordance with laws and regulations\", and then to this meeting calling for \"supporting the development of private economy and platform economy\", under the pressure of employment,<b>The platform economy has gradually completed the transformation from the regulatory object of \"disorderly capital expansion\" to the important carrier of \"stabilizing employment and protecting entities\".</b></p><p>While introducing many policies, it is clearly stated that a supervision team will be dispatched immediately, and the efficiency of policy implementation is expected to be further improved. Unlike the 523 meeting, this meeting made it clear that it will<b>immediately</b>Send supervision and service working groups to consolidate local responsibilities and speed up the implementation of policies.<b>This means that we are expected to see the continued development of infrastructure and the improvement of real estate by the end of the third quarter.</b></p><p>In addition, it is worth noting that in terms of supporting foreign trade policies, facilitating the entry and exit of business personnel may become an opportunity for the change and optimization of epidemic prevention policies in the future. Judging from the relevant regulations that have been promulgated in some places (mainly in Jiangsu and Zhejiang), the focus of the current policy is mainly on the entry of foreign business personnel. However, considering that the spread of the epidemic in foreign countries is far more serious than that in China, how to prevent and control the epidemic while ensuring business efficiency has become the meaning of the question, which may at least mean that the isolation policy for the epidemic will be further optimized.</p><p><img src=\"https://static.tigerbbs.com/bda974bbfa01b5f063ed339a438dcabe\" tg-width=\"907\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/></p><p>What will be the impact of this steady growth 2.0? Looking back on the experience since May, the most direct impact will be that the development of infrastructure will be more obvious, and<b>The amount of credit will rebound significantly compared with July,</b>Moreover, due to the reduction of government bond financing scale and the overweight of real estate support policies,<b>The structure of credit may be better than before,</b>For example, the proportion of short-term bill financing has decreased, and the medium-and long-term financing of households and enterprises has increased. As for real estate, second-tier cities are affected by policies and first-tier cities are driven by emotions, and the sales of commercial housing are expected to pick up. Golden Nine and Silver Ten may become the key time window for real estate stabilization.</p><p><img src=\"https://static.tigerbbs.com/fad68ade59651d069f538c1cc7a9bf2e\" tg-width=\"908\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>Risk: Under the tightening of overseas monetary policy, external demand dropped, and the spread of domestic epidemic situation exceeded market expectations. The overseas economy entered a recession ahead of schedule, and the slowdown of China's exports may come ahead of schedule. The epidemic situation has repeated, and the duration of strict prevention and control has been significantly lengthened.</p><p></body></html></p>","source":"lsy1582083733592","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>Steady Growth 2.0 is here! What is the firepower of the 19 continuation policies?</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\">\nSteady Growth 2.0 is here! What is the firepower of the 19 continuation policies?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">川阅全球宏观</strong><span class=\"h-time small\">2022-08-25 10:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Wednesday (Aug. 24), the Standing Committee of the 523 National Committee introduced 19 articles to stabilize growth, following the 33 articles issued by the Standing Committee of the 523 National Committee. This is the second comprehensive effort made by the government to stabilize growth under the circumstances of unstable economic recovery caused by the repeated epidemic and the spread of real estate risks during the year. Compared with the last time, this package of policies is more targeted and focused:<b>Finance and infrastructure are still the main starting point, and the support attitude for real estate is clearer, while the role of private enterprises and platform economy is more prominent in stabilizing employment. In addition, under the current background of local power shortage, power supply guarantee has become an important part of energy supply guarantee, and the gradual liberalization of cross-border commerce may become an opportunity to optimize epidemic prevention policies.</b></p><p><img src=\"https://static.tigerbbs.com/15de4f78bc4fbc83aac14e4c69e1478e\" tg-width=\"1032\" tg-height=\"412\" referrerpolicy=\"no-referrer\"/></p><p>The timing of the launch of this policy is \"similar to the 523 meeting\",<b>We expect that the credit in August and September may be similar to that in May and June, with a relatively obvious rebound and an optimization of the credit structure</b>For example, the proportion of bill financing and government financing declined. On the economic front, as the 824 meeting paid more attention to the implementation of policies (immediately dispatching a supervision team),<b>We are expected to see the continued development of infrastructure and the improvement of real estate sales by the end of the third quarter.</b></p><p>In the package of policies, we think four points are particularly noteworthy: fiscal restraint, support for real estate and platform economy, emphasis on the immediate implementation of policies and the possibility of gradual liberalization of cross-border business travel.</p><p><img src=\"https://static.tigerbbs.com/6060b95916c00d458eb68b8e75facd9e\" tg-width=\"939\" tg-height=\"964\" referrerpolicy=\"no-referrer\"/></p><p><b>Although finance is still the main starting point for steady growth this year, the constraint of local financial resources has become an important restriction.</b>In terms of finance, more emphasis has been placed on the use of stock space and policy financial instruments. This meeting has added more than 800 billion yuan of capital space (more than 300 billion yuan of policy financial instruments and more than 500 billion yuan of special debt limit space), which we expect to stimulate infrastructure investment of up to 1.9 trillion yuan.</p><p>According to the requirement of the proportion of policy development financial instrument funds used as capital, that is, no more than 50% of the total capital, we estimate that more than 300 billion yuan of financial instrument funds will be able to incite at least 600 billion yuan of infrastructure investment. At the same time, as the investment of special bond funds this year is more biased towards infrastructure, the overall infrastructure proportion has increased by nearly 4 percentage points to 65% compared with last year. If the proportion of special debt as the project capital is 25%, it is estimated that the balance limit of special debt of 500 billion yuan will incite the fund investment of 1.3 trillion yuan.<b>In total, it is estimated that the investment in infrastructure construction will be 1.9 trillion yuan at most during the year.</b></p><p><img src=\"https://static.tigerbbs.com/1620f762e0fb4b1b02a9019cad7cdf80\" tg-width=\"937\" tg-height=\"1185\" referrerpolicy=\"no-referrer\"/></p><p>In terms of real estate, in addition to cutting interest rates, policies such as reducing down payment and relaxing purchase and loan restrictions on a wider scale will be accelerated. In addition to clearly stating that it is necessary to continue to \"reduce financing costs\", it may be more important to emphasize that \"allowing local 'one city, one policy' to use credit and other policies to reasonably support rigid and improved housing demand\", and down payment ratio and purchase and loan restriction are the most effective credit-related tools for local regulation of real estate. But in scope<b>We believe that the policy rollout is mainly concentrated in second-tier cities and below</b>As the benchmark of \"housing for living, not speculation\" and the weather vane of national housing prices, the relaxation of relevant policies in first-tier cities will be more cautious.</p><p>The platform economy is endowed with important policy implications of protecting the main body and stabilizing employment. From the July Politburo meeting pointing out that \"a number of 'green light' investment cases should be launched in a centralized manner\" for the platform economy, to the August 22nd monetary and credit situation analysis meeting held by the People's Bank of China, which put forward for the first time that \"financial support for key areas of the platform economy should be increased in accordance with laws and regulations\", and then to this meeting calling for \"supporting the development of private economy and platform economy\", under the pressure of employment,<b>The platform economy has gradually completed the transformation from the regulatory object of \"disorderly capital expansion\" to the important carrier of \"stabilizing employment and protecting entities\".</b></p><p>While introducing many policies, it is clearly stated that a supervision team will be dispatched immediately, and the efficiency of policy implementation is expected to be further improved. Unlike the 523 meeting, this meeting made it clear that it will<b>immediately</b>Send supervision and service working groups to consolidate local responsibilities and speed up the implementation of policies.<b>This means that we are expected to see the continued development of infrastructure and the improvement of real estate by the end of the third quarter.</b></p><p>In addition, it is worth noting that in terms of supporting foreign trade policies, facilitating the entry and exit of business personnel may become an opportunity for the change and optimization of epidemic prevention policies in the future. Judging from the relevant regulations that have been promulgated in some places (mainly in Jiangsu and Zhejiang), the focus of the current policy is mainly on the entry of foreign business personnel. However, considering that the spread of the epidemic in foreign countries is far more serious than that in China, how to prevent and control the epidemic while ensuring business efficiency has become the meaning of the question, which may at least mean that the isolation policy for the epidemic will be further optimized.</p><p><img src=\"https://static.tigerbbs.com/bda974bbfa01b5f063ed339a438dcabe\" tg-width=\"907\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/></p><p>What will be the impact of this steady growth 2.0? Looking back on the experience since May, the most direct impact will be that the development of infrastructure will be more obvious, and<b>The amount of credit will rebound significantly compared with July,</b>Moreover, due to the reduction of government bond financing scale and the overweight of real estate support policies,<b>The structure of credit may be better than before,</b>For example, the proportion of short-term bill financing has decreased, and the medium-and long-term financing of households and enterprises has increased. As for real estate, second-tier cities are affected by policies and first-tier cities are driven by emotions, and the sales of commercial housing are expected to pick up. Golden Nine and Silver Ten may become the key time window for real estate stabilization.</p><p><img src=\"https://static.tigerbbs.com/fad68ade59651d069f538c1cc7a9bf2e\" tg-width=\"908\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>Risk: Under the tightening of overseas monetary policy, external demand dropped, and the spread of domestic epidemic situation exceeded market expectations. The overseas economy entered a recession ahead of schedule, and the slowdown of China's exports may come ahead of schedule. The epidemic situation has repeated, and the duration of strict prevention and control has been significantly lengthened.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/RBN9w3JTAEzIYfeySoo-bw\">川阅全球宏观</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/RBN9w3JTAEzIYfeySoo-bw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157353975","content_text":"继523国常会出台稳增长33条之后，周三（8月24日）国常会推出稳增长19条。这是年内疫情再次反复、地产风险扩散导致经济复苏不稳的情况下，政府进行的第二次全面的稳增长努力。与上一次相比，本次的一揽子政策更加有的放矢和聚焦：财政和基建依旧是主要抓手，对于地产的支持态度更加明确，而稳就业方面更加突出民营企业和平台经济的作用，此外在当前局部电力紧张的背景下，电力保供成为能源保供的重要内容，而跨境商务的逐步放开可能成为防疫政策优化的契机。本次政策推出的时点和523会议“异曲同工”，我们预计8、9月的信贷可能会类似5、6月，出现比较明显的反弹，信贷结构也会出现优化，例如票据融资和政府融资占比的下降。在经济方面，由于824会议更加注重政策落地（即时派出督导组），我们有望在第三季度末就看到基建的继续发力和地产销售的好转。在一揽子政策中，我们认为有四点尤其值得注意：财政在克制中的发力、对地产和平台经济的支持，对政策即时落地的重视和跨境商务旅行逐步放开的可能。尽管财政依旧是今年稳增长的主要抓手，但是地方财力的约束已经成为重要的限制。在财政方面更加强调使用存量空间和政策性金融工具，本次会议新增8000多亿元（3000多亿元政策性金融工具和5000多亿元专项债限额空间）的资金空间，我们预计最多能拉动基建投资1.9万亿元。根据政策性开发性金融工具资金用作资本金比例要求，即不超过全部资本金的50%，我们预计3000亿元以上的金融工具资金将能撬动至少6000亿元基建投资。同时，由于今年专项债资金投向更加偏向于基建领域，总体基建占比较去年上升近4个百分点至65%。若专项债作为项目资本金的比例为25%，那么预计5000亿元的专项债结存限额将能撬动1.3万亿元基金投资。两项合计，预计年内最多还能拉动基础设施建设投资1.9万亿元。地产方面，除了降息外，更大范围的降低首付、放松限购限贷等政策将加快落地。824国常会除了明确表示要继续“降低融资成本”外，可能更重要的是强调“允许地方‘一城一策’运用信贷等政策，合理支持刚性和改善性住房需求”，而首付比例和限购限贷是地方调节地产最有效的信贷相关工具。不过在范围上我们认为政策的铺开主要集中在二线及以下城市，一线城市作为“房住不炒”的标杆和全国房价的风向标，相关政策的放松会比较谨慎。平台经济被赋予保主体、稳就业的重要政策含义。从7月政治局会议指出针对平台经济要“集中推出一批‘绿灯’投资案例”，到8月22日人民银行召开货币信贷形势分析会首次提出“要依法合规加大对平台经济重点领域的金融支持”，再到本次会议要求“支持民营经济、平台经济发展”，在就业压力的倒逼下，平台经济已经逐步完成了从“资本无序扩张”的监管对象到“稳就业、保实体”重要载体的转变。在推出诸多政策的同时，明确表示将即时派出督导组，政策落地的效率预计会进一步提高。与523会议不同的是，本次会议明确表示将即时派出督导和服务工作组，压实地方责任，加快政策落地。这意味着我们有望在第三季度末就看到基建的继续发力和地产的好转。除此之外，值得注意的是在支持外贸政策方面，为商务人员出入境提供便利可能成为此后防疫政策改变和优化的契机。从部分地方（主要是江浙地区）已经颁布的相关规定来看，当前政策的重心主要是针对外籍商务人员的入境事宜，但考虑到国外疫情的蔓延形势远较国内严重，如何在保证商务效率下防控疫情成为题中之义，这至少可能意味着针对疫情的隔离政策会进一步优化。本次稳增长2.0会有什么影响？回顾5月以来的经历，最直接的影响将是基建的发力会更加明显，而信贷的量较7月将出现明显的反弹，而且由于政府债券融资规模的减少和地产支持政策的加码，信贷的结构可能会优于此前，例如票据短融占比下降、住户、企业中长期融资有所上升。对于地产而言，二线城市受政策影响、一线城市受情绪推动，商品房销售都有望回暖，金九银十可能成为地产企稳的关键时间窗口。风险提示：海外货币政策收紧下外需回落，国内疫情扩散超市场预期。海外经济提前进入衰退，我国出口的放缓可能提前到来。疫情反复，严格防控持续时间明显拉长。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999269802,"gmtCreate":1660535209108,"gmtModify":1676533488643,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568795433177386","authorIdStr":"3568795433177386"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999269802","repostId":"2259933063","repostType":4,"repost":{"id":"2259933063","kind":"highlight","pubTimestamp":1660512675,"share":"https://ttm.financial/m/news/2259933063?lang=en_US&edition=fundamental","pubTime":"2022-08-15 05:31","market":"sh","language":"zh","title":"Foreign media headlines | Musk laughed! Says Tesla Products Over 3 Million","url":"https://stock-news.laohu8.com/highlight/detail?id=2259933063","media":"环球市场播报","summary":"　　美联储7月政策会议引发华尔街大幅震荡的两周之后，即将公布的会议纪要很可能会透露，哪些因素会促使美联储在9月份再次大幅收紧政策。　　特斯拉CEO马斯克周日表示，特斯拉已经生产了超过300万辆汽车。　　Robinhood在8月初公布的第二季度业绩中发生了一些值得注意的事情。Robinhood表示，截至第二季度末，生息资产为160亿美元。这种现金储备部分是Robinhood在2021年初在meme股票库存激增期间遗留下来的。","content":"<p><html><head></head><body><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1. The minutes of the Federal Reserve meeting may reveal the magnitude of the next rate hike</b><b>2. Musk said<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>More than 3 million cars have been built</b><b>3. Waiting for the Federal Reserve's rate hike<a href=\"https://laohu8.com/S/HOOD\">Robinhood</a>Another way to make money</b><b>4. Rising oil prices and rising refining profit margins Saudi Aramco's Q2 profit increased by 90%</b><b>5. Wealthy Americans Drive Luxury Brand Sales Despite Fears of Inflation and Recession</b><b>6、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>: 'Supply, commodities and dollar shocks' The storm of a recession is taking shape</b><img src=\"https://static.tigerbbs.com/8468de417b9d6d39d8a9c772d0da1fa3\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Fed minutes may reveal the magnitude of the next rate hike</b></p><p>Two weeks after the Fed's July policy meeting triggered a massive shock on Wall Street, the upcoming minutes of the meeting are likely to reveal what factors will prompt the Fed to tighten policy sharply again in September.</p><p>Federal Reserve officials decided to raise their benchmark interest rate by 75 basis points for the second consecutive month at their July 26-27 policy meeting, marking the fastest pace of rate hike since the early 1980s. Since then, financial market forecasts for the magnitude of the September rate hike have fluctuated between 50-75 basis points as data shows a stronger-than-expected labor market and less-than-expected inflation.</p><p>The minutes, scheduled to be released at 2 p.m. Wednesday then time, may not answer that question. But it may indicate what kind of data Fed officials need to see to \"abnormally land\" rate hike again, as Fed Chairman Jerome Powell once said at a press conference after the July meeting that this is also possible for the September 20-21 meeting.</p><p><img src=\"https://static.tigerbbs.com/06f707e94f62e0c0d39cf71649722ccd\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p><b>Musk Says Tesla Has Built More Than 3 Million Vehicles</b></p><p>Tesla CEO Musk said Sunday that Tesla has produced more than 3 million vehicles.</p><p>The car total achievement Musk celebrated on Sunday comes after Tesla's reported deliveries — the closest approximation to sales — have been rising in recent quarters. In July, Tesla said it delivered 254,695 vehicles in the second quarter, up 26.5% year over year.</p><p>But the milestone also underscores how small Tesla is compared to the car giant – Toyota delivered more than 10 million vehicles in 2021 alone. Tesla said earlier this year that it plans to increase vehicle deliveries by 50% a year.</p><p>Tesla manufactures its cars in plants in Fremont, California, Austin, Texas, and Berlin Affiliated, Germany. Musk said in July that the company's first Fremont plant had already produced 2 million vehicles.</p><p><img src=\"https://static.tigerbbs.com/ca3d57babe73f931ba95742eda9e1b51\" tg-width=\"550\" tg-height=\"275\" referrerpolicy=\"no-referrer\"/></p><p><b>Waiting for another way to make money from rate hike Robinhood of the Federal Reserve</b></p><p>Something noteworthy happened in Robinhood's second-quarter results, which were reported in early August.</p><p>Average revenue per user rose for the first time since the meme boom began in the first quarter of 2021, rising to $56 from $53 in the previous quarter. Notably, this was helped by a significant increase in non-trading income: net interest income rose by more than a third to $74 million from the first quarter to the second quarter, although trading-based revenue fell from $218 million to $202 million.</p><p>One of the company's big assets is its cash reserves. Robinhood said it had $16 billion in interest-earning assets at the end of the second quarter. This cash reserve is partially a legacy of Robinhood's early 2021 during a meme stock inventory surge. But the company says it now uses very little corporate cash to run its business on a day-to-day basis. Robinhood estimates that it generates about $40 million in additional annualized revenue for every 25 percentage point increase in the Fed's interest rate.</p><p><img src=\"https://static.tigerbbs.com/265e0c453795dfb0cf00a7718c011154\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p><b>Oil prices rise and refining margins rise Saudi Aramco Q2 profit increases by 90%</b></p><p>Saudi oil major Aramco on Sunday reported a record half-year result after net income soared 90% in the second quarter as high oil prices continued to deliver historic windfalls for the \"oil majors\".</p><p>Saudi Aramco said strong market conditions helped its net income rise to $48.4 billion in the second quarter, up from $25.5 billion a year ago. The result easily surpassed analyst estimates of $46.2 billion.</p><p>Saudi Aramco said half-year net profit soared to $87.9bn, easily outpacing the largest publicly traded oil majors, including<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>、<a href=\"https://laohu8.com/S/CVX\">Chevron</a>And \"oil giants\" such as BP, which have all benefited from rising commodity prices.</p><p><img src=\"https://static.tigerbbs.com/048acd74d0ad808664edace42c3e960e\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>Wealthy Americans boost luxury brand sales despite inflation and recession fears</b></p><p>The prices of food, gasoline and travel in the United States have skyrocketed over the past year — but the wealthy seem unimpressed and are still driving sales at luxury companies.</p><p>Companies that cater to the super-rich, including<a href=\"https://laohu8.com/S/RACE\">Ferrari</a>And Dior, Louis Vuitton and Versace, all reported strong sales or raised profit forecasts. In contrast, recession fears have gripped the U.S. economy,<a href=\"https://laohu8.com/S/WMT\">Walmart</a>、<a href=\"https://laohu8.com/S/BBY\">Best Buy</a>Gap, Gap and others have also slashed their financial outlook, citing a marked pullback in spending by low-income consumers squeezed by inflation.</p><p>Experts say the strength in the luxury category is consistent with past economic slowdowns, with the wealthy often being the last to feel the impact as their vast wealth provides a cushion. Most affluent and HNW (high net worth) consumers have seen an increase in their disposable income as they spend less on travel.</p><p><img src=\"https://static.tigerbbs.com/8eb941c1df67c79846a33971f648506c\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/><b>Morgan Stanley: 'Supply, commodities and dollar shocks' The storm of recession is taking shape</b></p><p>The clouds of recession are gathering around the globe: the United States is in a \"technical recession\" and gas flows to Western Europe are restricted. Over the past three months, Morgan Stanley has lowered its 2022 global growth forecast to 2.5%, about 50 basis points below market expectations and 40 basis points below May.</p><p>Recession is Morgan Stanley's basic view of the Eurozone. Gas flows from Russia have been restricted and prices have soared, with the company seeing weak growth at the end of the year in the eurozone and expecting a recession by the fourth quarter. Although GDP was unexpectedly upward in the second quarter due to the timing of Europe's post-pandemic rebound, July PMI was already negative. With the ECB focused almost single-mindedly on inflation, there could be more rate hike before there is hard data showing a contraction or normalization of inflation. Inflation and interest rate headwinds won't dissipate anytime soon.</p><p>Growth in the United States is also not optimistic, with negative GDP growth in the first two quarters clearly casting a shadow.</p><p></body></html></p>","source":"highlight_sina","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>Foreign media headlines | Musk laughed! Says Tesla Products Over 3 Million</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\">\nForeign media headlines | Musk laughed! Says Tesla Products Over 3 Million\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2022-08-15 05:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1. The minutes of the Federal Reserve meeting may reveal the magnitude of the next rate hike</b><b>2. Musk said<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>More than 3 million cars have been built</b><b>3. Waiting for the Federal Reserve's rate hike<a href=\"https://laohu8.com/S/HOOD\">Robinhood</a>Another way to make money</b><b>4. Rising oil prices and rising refining profit margins Saudi Aramco's Q2 profit increased by 90%</b><b>5. Wealthy Americans Drive Luxury Brand Sales Despite Fears of Inflation and Recession</b><b>6、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>: 'Supply, commodities and dollar shocks' The storm of a recession is taking shape</b><img src=\"https://static.tigerbbs.com/8468de417b9d6d39d8a9c772d0da1fa3\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Fed minutes may reveal the magnitude of the next rate hike</b></p><p>Two weeks after the Fed's July policy meeting triggered a massive shock on Wall Street, the upcoming minutes of the meeting are likely to reveal what factors will prompt the Fed to tighten policy sharply again in September.</p><p>Federal Reserve officials decided to raise their benchmark interest rate by 75 basis points for the second consecutive month at their July 26-27 policy meeting, marking the fastest pace of rate hike since the early 1980s. Since then, financial market forecasts for the magnitude of the September rate hike have fluctuated between 50-75 basis points as data shows a stronger-than-expected labor market and less-than-expected inflation.</p><p>The minutes, scheduled to be released at 2 p.m. Wednesday then time, may not answer that question. But it may indicate what kind of data Fed officials need to see to \"abnormally land\" rate hike again, as Fed Chairman Jerome Powell once said at a press conference after the July meeting that this is also possible for the September 20-21 meeting.</p><p><img src=\"https://static.tigerbbs.com/06f707e94f62e0c0d39cf71649722ccd\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p><b>Musk Says Tesla Has Built More Than 3 Million Vehicles</b></p><p>Tesla CEO Musk said Sunday that Tesla has produced more than 3 million vehicles.</p><p>The car total achievement Musk celebrated on Sunday comes after Tesla's reported deliveries — the closest approximation to sales — have been rising in recent quarters. In July, Tesla said it delivered 254,695 vehicles in the second quarter, up 26.5% year over year.</p><p>But the milestone also underscores how small Tesla is compared to the car giant – Toyota delivered more than 10 million vehicles in 2021 alone. Tesla said earlier this year that it plans to increase vehicle deliveries by 50% a year.</p><p>Tesla manufactures its cars in plants in Fremont, California, Austin, Texas, and Berlin Affiliated, Germany. Musk said in July that the company's first Fremont plant had already produced 2 million vehicles.</p><p><img src=\"https://static.tigerbbs.com/ca3d57babe73f931ba95742eda9e1b51\" tg-width=\"550\" tg-height=\"275\" referrerpolicy=\"no-referrer\"/></p><p><b>Waiting for another way to make money from rate hike Robinhood of the Federal Reserve</b></p><p>Something noteworthy happened in Robinhood's second-quarter results, which were reported in early August.</p><p>Average revenue per user rose for the first time since the meme boom began in the first quarter of 2021, rising to $56 from $53 in the previous quarter. Notably, this was helped by a significant increase in non-trading income: net interest income rose by more than a third to $74 million from the first quarter to the second quarter, although trading-based revenue fell from $218 million to $202 million.</p><p>One of the company's big assets is its cash reserves. Robinhood said it had $16 billion in interest-earning assets at the end of the second quarter. This cash reserve is partially a legacy of Robinhood's early 2021 during a meme stock inventory surge. But the company says it now uses very little corporate cash to run its business on a day-to-day basis. Robinhood estimates that it generates about $40 million in additional annualized revenue for every 25 percentage point increase in the Fed's interest rate.</p><p><img src=\"https://static.tigerbbs.com/265e0c453795dfb0cf00a7718c011154\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p><b>Oil prices rise and refining margins rise Saudi Aramco Q2 profit increases by 90%</b></p><p>Saudi oil major Aramco on Sunday reported a record half-year result after net income soared 90% in the second quarter as high oil prices continued to deliver historic windfalls for the \"oil majors\".</p><p>Saudi Aramco said strong market conditions helped its net income rise to $48.4 billion in the second quarter, up from $25.5 billion a year ago. The result easily surpassed analyst estimates of $46.2 billion.</p><p>Saudi Aramco said half-year net profit soared to $87.9bn, easily outpacing the largest publicly traded oil majors, including<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>、<a href=\"https://laohu8.com/S/CVX\">Chevron</a>And \"oil giants\" such as BP, which have all benefited from rising commodity prices.</p><p><img src=\"https://static.tigerbbs.com/048acd74d0ad808664edace42c3e960e\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>Wealthy Americans boost luxury brand sales despite inflation and recession fears</b></p><p>The prices of food, gasoline and travel in the United States have skyrocketed over the past year — but the wealthy seem unimpressed and are still driving sales at luxury companies.</p><p>Companies that cater to the super-rich, including<a href=\"https://laohu8.com/S/RACE\">Ferrari</a>And Dior, Louis Vuitton and Versace, all reported strong sales or raised profit forecasts. In contrast, recession fears have gripped the U.S. economy,<a href=\"https://laohu8.com/S/WMT\">Walmart</a>、<a href=\"https://laohu8.com/S/BBY\">Best Buy</a>Gap, Gap and others have also slashed their financial outlook, citing a marked pullback in spending by low-income consumers squeezed by inflation.</p><p>Experts say the strength in the luxury category is consistent with past economic slowdowns, with the wealthy often being the last to feel the impact as their vast wealth provides a cushion. Most affluent and HNW (high net worth) consumers have seen an increase in their disposable income as they spend less on travel.</p><p><img src=\"https://static.tigerbbs.com/8eb941c1df67c79846a33971f648506c\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/><b>Morgan Stanley: 'Supply, commodities and dollar shocks' The storm of recession is taking shape</b></p><p>The clouds of recession are gathering around the globe: the United States is in a \"technical recession\" and gas flows to Western Europe are restricted. Over the past three months, Morgan Stanley has lowered its 2022 global growth forecast to 2.5%, about 50 basis points below market expectations and 40 basis points below May.</p><p>Recession is Morgan Stanley's basic view of the Eurozone. Gas flows from Russia have been restricted and prices have soared, with the company seeing weak growth at the end of the year in the eurozone and expecting a recession by the fourth quarter. Although GDP was unexpectedly upward in the second quarter due to the timing of Europe's post-pandemic rebound, July PMI was already negative. With the ECB focused almost single-mindedly on inflation, there could be more rate hike before there is hard data showing a contraction or normalization of inflation. Inflation and interest rate headwinds won't dissipate anytime soon.</p><p>Growth in the United States is also not optimistic, with negative GDP growth in the first two quarters clearly casting a shadow.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-08-15/doc-imizmscv6223406.shtml\">环球市场播报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8468de417b9d6d39d8a9c772d0da1fa3","relate_stocks":{"TSLA":"特斯拉",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-08-15/doc-imizmscv6223406.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2259933063","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、美联储会议纪要或将揭示下一次加息的幅度2、马斯克称特斯拉已经生产了超过300万辆汽车3、静待美联储加息 Robinhood的另一项生财之道4、油价上涨且炼油利润率上升 沙特阿美公司Q2利润增九成5、尽管担心通胀和经济衰退，美国富豪仍推动了奢侈品牌销售      6、摩根士丹利：“供应、商品和美元冲击” 经济衰退的风暴正在形成美联储会议纪要或将揭示下一次加息的幅度美联储7月政策会议引发华尔街大幅震荡的两周之后，即将公布的会议纪要很可能会透露，哪些因素会促使美联储在9月份再次大幅收紧政策。美联储官员在7月26-27日的政策会议上决定连续第二个月将基准利率提高75个基点，创出上世纪80年代初以来最快的加息步伐。自那以来，由于数据显示劳动力市场强于预期，而通胀不及预期，金融市场对9月加息幅度的预测在50-75个基点之间波动。定于当时时间周三下午2点公布的会议纪要可能无法回答这个问题。但可能会说明，美联储官员需要看到什么样的数据，才会再次“异常大地”加息，美联储主席杰罗姆·鲍威尔曾在7月会议后的新闻发布会上表示，9月20-21日的会议也有这一可能。马斯克称特斯拉已经生产了超过300万辆汽车特斯拉CEO马斯克周日表示，特斯拉已经生产了超过300万辆汽车。马斯克周日庆祝的汽车总量成就是在特斯拉报告的交付量（最接近销量的近似值）在最近几个季度一直在上升之后实现的。7月份，特斯拉表示，第二季度交付了254695辆汽车，同比增长26.5%。但这一里程碑也凸显了特斯拉与汽车巨头相比是多么的渺小——丰田仅在2021年就交付了超过1000万辆汽车。特斯拉今年早些时候表示，它计划将汽车交付量每年增加50%。特斯拉在加利福尼亚州弗里蒙特、德克萨斯州奥斯汀、德国柏林附等多地工厂生产汽车。马斯克在7月份表示，该公司的第一家弗里蒙特工厂已经生产了200万辆汽车。静待美联储加息 Robinhood的另一项生财之道Robinhood在8月初公布的第二季度业绩中发生了一些值得注意的事情。自2021年第一季度表情包热潮开始以来，每位用户的平均收入首次上升，从上一季度的53美元升至56美元。值得注意的是，这得益于非交易收入的大幅增长：从第一季度到第二季度，净利息收入增长了三分之一以上，达到7400万美元，尽管基于交易的收入从2.18亿美元下降到2.02 亿美元。该公司的一大资产是其现金储备。Robinhood表示，截至第二季度末，生息资产为160亿美元。这种现金储备部分是Robinhood在2021年初在meme股票库存激增期间遗留下来的。但该公司表示，它现在只使用很少的公司现金来日常运营业务。Robinhood 估计，美联储利率每提高 25 个百分点，它就会实现约4000万美元的额外年化收入。油价上涨且炼油利润率上升 沙特阿美公司Q2利润增九成沙特石油巨头沙特阿美（Aramco）周日报告称，由于高油价继续为“石油巨头”带来历史性的意外收获，第二季度净收入飙升90%，半年业绩创下历史新高。沙特阿美表示，强劲的市场状况帮助其第二季度净收入从一年前的255亿美元增至484亿美元。这一结果轻松超过了分析师估计的462亿美元。沙特阿美表示，半年净利润飙升至879亿美元，轻松超过最大的上市石油巨头，包括埃克森美孚、雪佛龙和 BP 等“石油巨头”，这些公司都受益于大宗商品价格的上涨。尽管担心通胀和经济衰退，美国富豪仍推动了奢侈品牌销售过去一年，美国食品、汽油和旅行的价格飙升——但富人似乎对此不以为然，仍在推动奢侈品公司的销售。迎合超级富豪的公司，包括法拉利和迪奥、路易威登和范思哲，都报告了强劲的销售或上调了利润预测。与之相对的是，经济衰退的担忧笼罩着美国经济，沃尔玛、百思买、Gap和其他公司也大幅削减了财务前景，理由是受通胀挤压的低收入消费者的支出出现明显回落。专家表示，奢侈品类别的强劲势头与过去的经济放缓是一致的，富人往往是最后一个感受到影响的人，因为他们的巨额财富提供了缓冲。大多数富裕和HNW（高净值）消费者的可支配收入有所增加，因为在旅行上的花费减少了。摩根士丹利：“供应、商品和美元冲击” 经济衰退的风暴正在形成经济衰退的阴云正在全球聚集：美国陷入“技术性衰退”、天然气流向西欧受到限制。过去三个月，摩根士丹利已将2022年全球增长预测下调至2.5%，比市场预期低约50个基点，比5月份低40个基点。衰退是摩根士丹利对欧元区的基本看法。来自俄罗斯的天然气流量受到限制，价格飙升，该公司认为欧元区今年年底增长疲软，预计到第四季度会出现衰退。尽管由于欧洲疫情后反弹的时机，第二季度GDP意外上行，但7月份PMI已经为负数。由于欧洲央行几乎一心一意地关注通胀，在有确凿数据显示经济收缩或通胀正常化之前，可能会出现更多加息。通胀和利率逆风不会很快消散。美国的经济增长也不乐观，前两个季度的GDP负增长显然蒙上了一层阴影。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907828522,"gmtCreate":1660177019968,"gmtModify":1703478717023,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568795433177386","authorIdStr":"3568795433177386"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907828522","repostId":"1179256933","repostType":4,"isVote":1,"tweetType":1,"viewCount":1171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905735777,"gmtCreate":1659935937001,"gmtModify":1703476184020,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568795433177386","authorIdStr":"3568795433177386"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905735777","repostId":"2257394664","repostType":4,"isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908378541,"gmtCreate":1659327931183,"gmtModify":1676536288063,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568795433177386","authorIdStr":"3568795433177386"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908378541","repostId":"1179267509","repostType":4,"repost":{"id":"1179267509","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":1659308909,"share":"https://ttm.financial/m/news/1179267509?lang=en_US&edition=fundamental","pubTime":"2022-08-01 07:08","market":"sh","language":"zh","title":"Preview this week | Ali, Occidental Petroleum and other financial reports are coming! Non-farm data coming soon","url":"https://stock-news.laohu8.com/highlight/detail?id=1179267509","media":"老虎资讯综合","summary":"本周（8.1—8.5）重磅财经事件经济数据方面，美国和欧元区7月Markit制造业PMI终值，美国6月耐用品订单月率修正值，美国截至7月29日当周API和EIA原油库存变动，美国截至7月30日当周初请","content":"<p><html><head></head><body>Blockbuster Financial Events This Week (8.1-8.5)</p><p><b>In terms of economic data,</b>US and Eurozone July<a href=\"https://laohu8.com/S/MRKT\">Markit</a>The final value of manufacturing PMI, the revised monthly rate of durable goods orders in the United States in June, the changes of API and EIA crude oil inventories in the United States in the week ending July 29th, the number of initial unemployment claims in the United States in the week ending July 30th, and the non-agricultural and unemployment rates in the United States in July.<b>In terms of financial report,</b><a href=\"https://laohu8.com/S/HBC\">HSBC Holdings</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>AMD,<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>And Buffett's new favorite stock<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>Earnings will be released successively. In addition,<b>This week, we also need to pay attention to the interest rate decision of the Reserve Bank of Australia, the interest rate decision of the Bank of England, and the speeches of Chicago Fed President Evans, St. Louis Fed President Bullard and other officials.</b><img src=\"https://static.tigerbbs.com/ef4a4a9095140ecd3c104ff0ec6ccc64\" tg-width=\"2044\" tg-height=\"1429\" referrerpolicy=\"no-referrer\"/><b>Monday, August 1st Keywords: Eurozone unemployment rate in June, US and Eurozone Markit manufacturing PMI final value in July; HSBC Holdings Earnings Report</b><img src=\"https://static.tigerbbs.com/4254af86af01c216719cccd62b67df2c\" tg-width=\"910\" tg-height=\"807\" referrerpolicy=\"no-referrer\"/></p><p>On Monday,<b>In terms of economic data,</b>The United States and the euro zone will announce the final value of Markit manufacturing PMI in July, which is expected to be relatively sluggish, not much different from the initial value.</p><p>In July, the preliminary value of Markit manufacturing PMI in the United States recorded 52.3, which was better than the expected 52, but lower than the June value of 52.7, the lowest since July 2020. In terms of financial report, as one of the high-dividend stocks in Hong Kong stocks,<a href=\"https://laohu8.com/S/00005.HK\">HSBC Holdings</a>Earnings will be released; U.S. stocks<a href=\"https://laohu8.com/S/ATVI.US\">Activision Blizzard</a>It will also release its earnings report after the U.S. stock market on August 1st.</p><p><a href=\"https://laohu8.com/S/C\">Citigroup</a>And CICC both forecast<a href=\"https://laohu8.com/S/00005\">HSBC Holdings</a>The 2022 interim dividend per ordinary share is forecast to be US8 cents, representing a year-on-year increase of 14.2% from the interim dividend of US7 cents per ordinary share in the same period last year. Based on the forecasts of four securities firms, HSBC's profit before tax in the first half of 2022 is expected to be US$7,937-8,174 million, representing a year-on-year decrease of 24.6% to 26.8% compared with US$10,839 million in the first half of 2021.<b>In terms of events,</b><b>Speaker of the U.S. House of Representatives Nancy Pelosi is about to kick off a tour of Asia.</b>According to The Paper, the official website of the Office of the Speaker of the U.S. House of Representatives announced the itinerary of Pelosi's Asian trip, saying that Pelosi led a congressional delegation to the Indo-Pacific region, including visits to Singapore, Malaysia, South Korea and Japan. The trip will focus on mutual security, economic partnerships and * governance in the Indo-Pacific region, the statement said. A U.S. parliamentary delegation led by Pelosi will visit Singapore from Aug. 1 to 2 to meet with President Halimah and Prime Minister Lee Hsien Loong, Singapore's foreign ministry said.</p><p><b>Tuesday, August 2nd Keywords: Reserve Bank of Australia interest rate decision, Chicago Reserve Bank President Evans gives a speech; Activision, BP Earnings</b><img src=\"https://static.tigerbbs.com/61ec689c6b09a82647586456153aa140\" tg-width=\"907\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>On Tuesday,<b>In terms of economic data,</b>RBA to announce interest rate decision, and JOLTs vacancies in the US.</p><p>In the July 22-28 survey, 32 of the 34 economists surveyed predicted that the RBA would raise the cash rate by 50 basis points to 1.85%. This will be the first time the RBA has rate hike 50 basis points at three consecutive meetings since the introduction of the cash rate in 1990. The remaining two economists expect a larger rate hike of 65 or 75 basis points.<b>In terms of events, Evans hosted a media breakfast conference, and investors need to pay attention to his latest remarks on the economy and the Federal Reserve's monetary policy.</b></p><p><b>In terms of financial reports, U.S. stocks<a href=\"https://laohu8.com/S/BP\">BP</a>、<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>、<a href=\"https://laohu8.com/S/UBER\">Uber</a></b>It will announce its earnings before the U.S. stock market belches on August 2nd. In addition, Buffett's newly promoted love stocks<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>, and<a href=\"https://laohu8.com/S/AMD\">American Supermicro Corporation</a>、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>It will announce its earnings after the U.S. stock market closes on August 2nd.</p><p>July 27, 2022 Occidental Petroleum announced that it will distribute a regular quarterly Dividend of $0.13 per common share to shareholders of record as of October 17, 2022. Additionally, Occidental Petroleum has an average price target of $74.92, with a high of $90.00 and a low of $58.00, based on 12 analyst reports in the last 3 months providing price forecasts for the coming year. according to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>According to analyst Neil Mehta, Occidental continues to hold an attractive free cash flow outlook.<b>Wednesday, August 3rd Keywords: Monthly rate correction of durable goods orders in the United States in June, API and EIA crude oil inventory changes in the week ending July 29th; Occidental Petroleum earnings</b><img src=\"https://static.tigerbbs.com/30901e5735d1f1747040191e4b90fc26\" tg-width=\"907\" tg-height=\"1171\" referrerpolicy=\"no-referrer\"/></p><p>On Wednesday,<b>In terms of economic data,</b>The United States will announce the monthly rate correction of durable goods orders in June.</p><p>The monthly rate of U.S. durable goods orders in May was 0.7%, expected to be 0.1%, and the previous value was 0.50%. U.S. factory durable goods orders rose more than expected in May, indicating that corporate investment has so far remained strong even amid rising interest rates and rising economic concerns. In addition,<b>U.S. API and EIA crude oil inventory changes data for the week ending July 29 are also worthy of investors' attention.</b></p><p>U.S. API crude oil inventories decreased by 4.037 million barrels in the week ending July 22, compared with an expected decrease of 1.12 million barrels. EIA crude oil inventories in the United States decreased by 4.523 million barrels in the week ending July 22nd, far exceeding the expected decrease of 1.037 million barrels, the largest decline in U.S. crude oil inventories since the end of May.<b>In terms of events,</b>St. Louis Fed President Bullard addressed money market dealers, and investors also need to keep an eye on it.</p><p><b>OPEC + held its 31st ministerial meeting.</b>OPEC + will hold its 31st ministerial meeting on August 3 to decide on its oil production policy for September. The group will decide whether to heed U.S. calls to supply more crude oil to global markets. At the 30th ministerial meeting on June 30, Zeng decided to raise total oil production in August 2022 by an average of 648,000 barrels per day.</p><p><b>In terms of financial report,</b>U.S. stocks<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>Will release earnings before the U.S. stock market on August 3rd. In addition,<a href=\"https://laohu8.com/S/MGM\">MGM</a>、<a href=\"https://laohu8.com/S/LCID\">Lucid</a>Will release earnings after the U.S. stock market on August 3rd.</p><p><b>In terms of new shares,</b>Hong Kong stock<a href=\"https://laohu8.com/S/09857\">Ning Meng Film and Television</a>New share subscription closed on Wednesday.</p><p><b>Thursday, August 4th Keywords: Bank of England interest rate decision, the number of initial unemployment claims in the United States for the week ending July 30th; Alibaba Earnings Report</b><img src=\"https://static.tigerbbs.com/5ef0b87a71a17736a8d2dc2b68db0fef\" tg-width=\"908\" tg-height=\"945\" referrerpolicy=\"no-referrer\"/></p><p>On Thursday,<b>In terms of economic data,</b>The Bank of England will unveil its interest rate decision.</p><p>The survey shows that the Bank of England may avoid a larger rate hike in August and instead stick to a moderate rate hike pace of 25 basis points, but this is a very difficult decision. In addition,<b>The United States will release data on the number of initial claims and renewal claims for unemployment benefits in the week ending July 30th.</b></p><p>U.S. initial jobless claims fell 5,000 to 256,000 in the week ending July 23. A media survey of economists showed that the median number of applicants was expected to be 250,000. The number of renewed jobless claims fell to 1.36 million for the week ending July 16. While U.S. jobless claims fell for the first time in four weeks, they remained near their highest level since November, indicating that the labor market continues to slow.<b>In terms of events, the ECB will publish an economic bulletin.</b></p><p><b>Tesla Holds 2022 Annual Shareholder Meeting.</b>On August 4, Tesla will hold its annual shareholder meeting inside the Texas Gigafactory. The company will also livestream the event and is expected to announce the latest news on the 4680 battery, full autonomous driving, and the Austin and Berlin plants. Tesla's board seeks to increase the number of authorized common shares to 4 billion, according to the meeting agenda.</p><p><b>In terms of financial report,<a href=\"https://laohu8.com/S/09988\">Alibaba-SW</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a></b>Will announce its earnings before the U.S. stock market on August 4th.</p><p><a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>According to the analysis, according to the data of the National Bureau of Statistics, in April/May 2022, China's total retail sales decreased by 11.1%/6.7% year-on-year, and the month-on-month decline narrowed. Online retail sales of physical goods decreased by 5.2%/increased by 7.0% year-on-year, and online consumption picked up. It is forecast that the revenue will reach 889.7 billion yuan/956.8 billion yuan/1,021.4 billion yuan in fiscal year 2023~2025, representing a year-on-year increase of 4%/8%/7%; Raised the net profit (Non-GAAP) forecast for fiscal year 2023-2025 to 129.9 billion yuan/147.6 billion yuan/162.5 billion yuan, representing a decrease of 5%/increase of 14%/increase of 10% year-on-year, and the current price corresponds to the company's Hong Kong stock PE (Non-GAAP) of 16 times/14 times/13 times.<b>Friday, Aug. 5 KEYWORDS: U.S. July nonfarm and unemployment, Cleveland Fed President Mester speaks</b><img src=\"https://static.tigerbbs.com/939f641cb26b9fc3a5d646ffd88fc5f3\" tg-width=\"905\" tg-height=\"904\" referrerpolicy=\"no-referrer\"/>On Friday,<b>In terms of economic data,</b>The United States will announce the non-farm and unemployment rate in July. At present, the market expects non-agricultural products to increase by 255,000 in July, which is lower than the previous value of 372,000, and the unemployment rate is 3.6%, which is the same as the previous value.</p><p>Previously, the number of new non-farm payrolls in the United States after seasonal adjustment in June was 372,000, much higher than the market expectation of 250,000, continuing the strong momentum of employment growth this year; The unemployment rate was 3.6%, unchanged from May and remained near a 50-year low, in line with expectations.<b>On the events front, Cleveland Fed President Mester will speak on monetary policy.</b></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Preview this week | Ali, Occidental Petroleum and other financial reports are coming! Non-farm data coming soon</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\">\nPreview this week | Ali, Occidental Petroleum and other financial reports are coming! Non-farm data coming soon\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-08-01 07:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Blockbuster Financial Events This Week (8.1-8.5)</p><p><b>In terms of economic data,</b>US and Eurozone July<a href=\"https://laohu8.com/S/MRKT\">Markit</a>The final value of manufacturing PMI, the revised monthly rate of durable goods orders in the United States in June, the changes of API and EIA crude oil inventories in the United States in the week ending July 29th, the number of initial unemployment claims in the United States in the week ending July 30th, and the non-agricultural and unemployment rates in the United States in July.<b>In terms of financial report,</b><a href=\"https://laohu8.com/S/HBC\">HSBC Holdings</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>AMD,<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>And Buffett's new favorite stock<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>Earnings will be released successively. In addition,<b>This week, we also need to pay attention to the interest rate decision of the Reserve Bank of Australia, the interest rate decision of the Bank of England, and the speeches of Chicago Fed President Evans, St. Louis Fed President Bullard and other officials.</b><img src=\"https://static.tigerbbs.com/ef4a4a9095140ecd3c104ff0ec6ccc64\" tg-width=\"2044\" tg-height=\"1429\" referrerpolicy=\"no-referrer\"/><b>Monday, August 1st Keywords: Eurozone unemployment rate in June, US and Eurozone Markit manufacturing PMI final value in July; HSBC Holdings Earnings Report</b><img src=\"https://static.tigerbbs.com/4254af86af01c216719cccd62b67df2c\" tg-width=\"910\" tg-height=\"807\" referrerpolicy=\"no-referrer\"/></p><p>On Monday,<b>In terms of economic data,</b>The United States and the euro zone will announce the final value of Markit manufacturing PMI in July, which is expected to be relatively sluggish, not much different from the initial value.</p><p>In July, the preliminary value of Markit manufacturing PMI in the United States recorded 52.3, which was better than the expected 52, but lower than the June value of 52.7, the lowest since July 2020. In terms of financial report, as one of the high-dividend stocks in Hong Kong stocks,<a href=\"https://laohu8.com/S/00005.HK\">HSBC Holdings</a>Earnings will be released; U.S. stocks<a href=\"https://laohu8.com/S/ATVI.US\">Activision Blizzard</a>It will also release its earnings report after the U.S. stock market on August 1st.</p><p><a href=\"https://laohu8.com/S/C\">Citigroup</a>And CICC both forecast<a href=\"https://laohu8.com/S/00005\">HSBC Holdings</a>The 2022 interim dividend per ordinary share is forecast to be US8 cents, representing a year-on-year increase of 14.2% from the interim dividend of US7 cents per ordinary share in the same period last year. Based on the forecasts of four securities firms, HSBC's profit before tax in the first half of 2022 is expected to be US$7,937-8,174 million, representing a year-on-year decrease of 24.6% to 26.8% compared with US$10,839 million in the first half of 2021.<b>In terms of events,</b><b>Speaker of the U.S. House of Representatives Nancy Pelosi is about to kick off a tour of Asia.</b>According to The Paper, the official website of the Office of the Speaker of the U.S. House of Representatives announced the itinerary of Pelosi's Asian trip, saying that Pelosi led a congressional delegation to the Indo-Pacific region, including visits to Singapore, Malaysia, South Korea and Japan. The trip will focus on mutual security, economic partnerships and * governance in the Indo-Pacific region, the statement said. A U.S. parliamentary delegation led by Pelosi will visit Singapore from Aug. 1 to 2 to meet with President Halimah and Prime Minister Lee Hsien Loong, Singapore's foreign ministry said.</p><p><b>Tuesday, August 2nd Keywords: Reserve Bank of Australia interest rate decision, Chicago Reserve Bank President Evans gives a speech; Activision, BP Earnings</b><img src=\"https://static.tigerbbs.com/61ec689c6b09a82647586456153aa140\" tg-width=\"907\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>On Tuesday,<b>In terms of economic data,</b>RBA to announce interest rate decision, and JOLTs vacancies in the US.</p><p>In the July 22-28 survey, 32 of the 34 economists surveyed predicted that the RBA would raise the cash rate by 50 basis points to 1.85%. This will be the first time the RBA has rate hike 50 basis points at three consecutive meetings since the introduction of the cash rate in 1990. The remaining two economists expect a larger rate hike of 65 or 75 basis points.<b>In terms of events, Evans hosted a media breakfast conference, and investors need to pay attention to his latest remarks on the economy and the Federal Reserve's monetary policy.</b></p><p><b>In terms of financial reports, U.S. stocks<a href=\"https://laohu8.com/S/BP\">BP</a>、<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>、<a href=\"https://laohu8.com/S/UBER\">Uber</a></b>It will announce its earnings before the U.S. stock market belches on August 2nd. In addition, Buffett's newly promoted love stocks<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>, and<a href=\"https://laohu8.com/S/AMD\">American Supermicro Corporation</a>、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>It will announce its earnings after the U.S. stock market closes on August 2nd.</p><p>July 27, 2022 Occidental Petroleum announced that it will distribute a regular quarterly Dividend of $0.13 per common share to shareholders of record as of October 17, 2022. Additionally, Occidental Petroleum has an average price target of $74.92, with a high of $90.00 and a low of $58.00, based on 12 analyst reports in the last 3 months providing price forecasts for the coming year. according to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>According to analyst Neil Mehta, Occidental continues to hold an attractive free cash flow outlook.<b>Wednesday, August 3rd Keywords: Monthly rate correction of durable goods orders in the United States in June, API and EIA crude oil inventory changes in the week ending July 29th; Occidental Petroleum earnings</b><img src=\"https://static.tigerbbs.com/30901e5735d1f1747040191e4b90fc26\" tg-width=\"907\" tg-height=\"1171\" referrerpolicy=\"no-referrer\"/></p><p>On Wednesday,<b>In terms of economic data,</b>The United States will announce the monthly rate correction of durable goods orders in June.</p><p>The monthly rate of U.S. durable goods orders in May was 0.7%, expected to be 0.1%, and the previous value was 0.50%. U.S. factory durable goods orders rose more than expected in May, indicating that corporate investment has so far remained strong even amid rising interest rates and rising economic concerns. In addition,<b>U.S. API and EIA crude oil inventory changes data for the week ending July 29 are also worthy of investors' attention.</b></p><p>U.S. API crude oil inventories decreased by 4.037 million barrels in the week ending July 22, compared with an expected decrease of 1.12 million barrels. EIA crude oil inventories in the United States decreased by 4.523 million barrels in the week ending July 22nd, far exceeding the expected decrease of 1.037 million barrels, the largest decline in U.S. crude oil inventories since the end of May.<b>In terms of events,</b>St. Louis Fed President Bullard addressed money market dealers, and investors also need to keep an eye on it.</p><p><b>OPEC + held its 31st ministerial meeting.</b>OPEC + will hold its 31st ministerial meeting on August 3 to decide on its oil production policy for September. The group will decide whether to heed U.S. calls to supply more crude oil to global markets. At the 30th ministerial meeting on June 30, Zeng decided to raise total oil production in August 2022 by an average of 648,000 barrels per day.</p><p><b>In terms of financial report,</b>U.S. stocks<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>Will release earnings before the U.S. stock market on August 3rd. In addition,<a href=\"https://laohu8.com/S/MGM\">MGM</a>、<a href=\"https://laohu8.com/S/LCID\">Lucid</a>Will release earnings after the U.S. stock market on August 3rd.</p><p><b>In terms of new shares,</b>Hong Kong stock<a href=\"https://laohu8.com/S/09857\">Ning Meng Film and Television</a>New share subscription closed on Wednesday.</p><p><b>Thursday, August 4th Keywords: Bank of England interest rate decision, the number of initial unemployment claims in the United States for the week ending July 30th; Alibaba Earnings Report</b><img src=\"https://static.tigerbbs.com/5ef0b87a71a17736a8d2dc2b68db0fef\" tg-width=\"908\" tg-height=\"945\" referrerpolicy=\"no-referrer\"/></p><p>On Thursday,<b>In terms of economic data,</b>The Bank of England will unveil its interest rate decision.</p><p>The survey shows that the Bank of England may avoid a larger rate hike in August and instead stick to a moderate rate hike pace of 25 basis points, but this is a very difficult decision. In addition,<b>The United States will release data on the number of initial claims and renewal claims for unemployment benefits in the week ending July 30th.</b></p><p>U.S. initial jobless claims fell 5,000 to 256,000 in the week ending July 23. A media survey of economists showed that the median number of applicants was expected to be 250,000. The number of renewed jobless claims fell to 1.36 million for the week ending July 16. While U.S. jobless claims fell for the first time in four weeks, they remained near their highest level since November, indicating that the labor market continues to slow.<b>In terms of events, the ECB will publish an economic bulletin.</b></p><p><b>Tesla Holds 2022 Annual Shareholder Meeting.</b>On August 4, Tesla will hold its annual shareholder meeting inside the Texas Gigafactory. The company will also livestream the event and is expected to announce the latest news on the 4680 battery, full autonomous driving, and the Austin and Berlin plants. Tesla's board seeks to increase the number of authorized common shares to 4 billion, according to the meeting agenda.</p><p><b>In terms of financial report,<a href=\"https://laohu8.com/S/09988\">Alibaba-SW</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a></b>Will announce its earnings before the U.S. stock market on August 4th.</p><p><a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>According to the analysis, according to the data of the National Bureau of Statistics, in April/May 2022, China's total retail sales decreased by 11.1%/6.7% year-on-year, and the month-on-month decline narrowed. Online retail sales of physical goods decreased by 5.2%/increased by 7.0% year-on-year, and online consumption picked up. It is forecast that the revenue will reach 889.7 billion yuan/956.8 billion yuan/1,021.4 billion yuan in fiscal year 2023~2025, representing a year-on-year increase of 4%/8%/7%; Raised the net profit (Non-GAAP) forecast for fiscal year 2023-2025 to 129.9 billion yuan/147.6 billion yuan/162.5 billion yuan, representing a decrease of 5%/increase of 14%/increase of 10% year-on-year, and the current price corresponds to the company's Hong Kong stock PE (Non-GAAP) of 16 times/14 times/13 times.<b>Friday, Aug. 5 KEYWORDS: U.S. July nonfarm and unemployment, Cleveland Fed President Mester speaks</b><img src=\"https://static.tigerbbs.com/939f641cb26b9fc3a5d646ffd88fc5f3\" tg-width=\"905\" tg-height=\"904\" referrerpolicy=\"no-referrer\"/>On Friday,<b>In terms of economic data,</b>The United States will announce the non-farm and unemployment rate in July. At present, the market expects non-agricultural products to increase by 255,000 in July, which is lower than the previous value of 372,000, and the unemployment rate is 3.6%, which is the same as the previous value.</p><p>Previously, the number of new non-farm payrolls in the United States after seasonal adjustment in June was 372,000, much higher than the market expectation of 250,000, continuing the strong momentum of employment growth this year; The unemployment rate was 3.6%, unchanged from May and remained near a 50-year low, in line with expectations.<b>On the events front, Cleveland Fed President Mester will speak on monetary policy.</b></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF华安","HSBC":"汇丰","DUST":"二倍做空黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares","NUGT":"二倍做多黄金矿业指数ETF-Direxion","BK4521":"英国银行股","OXY":"西方石油",".IXIC":"NASDAQ Composite","GDX":"黄金矿业ETF-VanEck",".SPX":"S&P 500 Index","GLD":"黄金ETF-SPDR","BK4207":"综合性银行","BK4201":"综合性石油与天然气企业",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179267509","content_text":"本周（8.1—8.5）重磅财经事件经济数据方面，美国和欧元区7月Markit制造业PMI终值，美国6月耐用品订单月率修正值，美国截至7月29日当周API和EIA原油库存变动，美国截至7月30日当周初请失业金人数，以及美国7月非农和失业率。财报方面，汇丰控股、阿里巴巴、动视暴雪、AMD、PayPal以及巴菲特新晋爱股西方石油将先后发布财报。此外，本周还需关注澳洲联储利率决议，英国央行利率决议，以及芝加哥联储主席埃文斯，圣路易斯联储主席布拉德等官员的讲话。8月1日 周一关键词：欧元区6月失业率，美国和欧元区7月Markit制造业PMI终值；汇丰控股财报周一，经济数据方面，美国和欧元区将公布7月Markit制造业PMI终值，预计相对低迷，和初值相差不大。美国7月Markit制造业PMI初值录得52.3，虽然好于预期的52，但低于6月数值的52.7，创下2020年7月以来最低。财报方面，作为港股高分红股票之一的汇丰控股将会发布财报；美股动视暴雪也将在8月1日美股盘后发布财报。花旗及中金均预测汇丰控股2022年每股普通股中期息预测为8美仙，较去年同期每股普通股中期息7美仙同比升14.2%。综合4间券商预测，汇控2022年上半年列账基准除税前利润预计为79.37-81.74亿美元，较2021年上半年108.39亿美元计，同比下跌24.6%至26.8%。事件方面，美国众议院议长佩洛西即将开启亚洲行。据澎湃新闻报道，美国众议院议长办公室官网公布佩洛西亚洲之行行程，称佩洛西率领一个国会代表团访问印度-太平洋地区，包括访问新加坡、马来西亚、韩国和日本。声明称，此行将重点关注印太地区的共同安全、经济伙伴关系和民主治理。新加坡外交部说，佩洛西率领的美国议会代表团将在8月1日至2日到访新加坡，与哈莉玛总统和李显龙总理会面。8月2日周二关键词：澳洲联储利率决议，芝加哥联储主席埃文斯发表讲话；动视暴雪、英国石油财报周二，经济数据方面，澳洲联储将公布利率决议，以及美国JOLTs职位空缺。在7月22日至28日的调查中，受访的34位经济学家中有32位预测，澳洲联储将把提高现金利率50个基点至1.85%。这将是自1990年引入现金利率以来，澳洲联储首次在连续三次会议上加息50个基点。其余两位经济学家预计加息幅度会更大，为65或75个基点。事件方面，埃文斯主持媒体早餐会，投资者需关注他涉及经济和美联储货币政策的最新言论。财报方面，美股英国石油、标普全球、优步将会在8月2日美股盘前公布财报。此外，巴菲特新晋爱股西方石油，以及美国超微公司、PayPal将会在8月2日美股盘后公布财报。2022年7月27日西方石油宣布，将向截至2022年10月17日在册的股东派发普通股每股0.13美元的定期季度股息。此外，根据最近3个月提供未来一年价格预测的12位分析师报告，西方石油公司的平均目标价为74.92美元，最高为90.00美元，最低为58.00美元。根据高盛分析师Neil Mehta的说法，西方石油公司继续持有有吸引力的自由现金流前景。8月3日周三关键词：美国6月耐用品订单月率修正值，截至7月29日当周API和EIA原油库存变动；西方石油财报周三，经济数据方面，美国将公布6月耐用品订单月率修正值。美国5月耐用品订单月率 0.7%，预期0.1%，前值0.50%。5月份美国工厂耐用品订单增幅高于预期，表明即便在利率上升和对经济担忧加剧的情况下，企业投资迄今仍保持强劲。此外，截至7月29日当周美国API和EIA原油库存变动数据也值得投资者关注。美国至7月22日当周API原油库存减少403.7万桶，预期减少112万桶。美国截至7月22日当周EIA原油库存减少了452.3万桶，远超预期的减少103.7万桶，为5月底以来最大的美国原油库存降幅。事件方面，圣路易斯联储主席布拉德向货币市场经销商发表讲话，投资者也需保持关注。OPEC+举行第31次部长级会议。OPEC+将于8月3日举行第31次部长级会议，决定9月的石油生产政策。该组织将决定是否听取美国的呼吁，为全球市场供应更多原油。在6月30日举行的第30次部长级会议上，曾决定将2022年8月石油总产量日均上调64.8万桶。财报方面，美股Moderna将在8月3日美股盘前发布财报。此外，美高梅、Lucid将在8月3日美股盘后发布财报。新股方面，港股柠萌影视周三结束新股申购。8月4日周四关键词：英国央行利率决议，美国截至7月30日当周初请失业金人数；阿里巴巴财报周四，经济数据方面，英国央行将公布利率决议。调查显示,英国央行8月可能会避免更大幅度的加息，而是坚守25个基点的温和加息步伐，但这是一个非常艰难的决定。此外，美国将公布截至7月30日当周初请、续请失业金人数等数据。截至7月23日当周，美国初次申请失业金人数减少5,000人，至25.6万人。媒体对经济学家进行的调查显示，申请人数的中位数预期25万人。截至7月16日当周，续请失业金人数降至136万人。虽然美国失业金申请人数四周来首次下降，但仍维持在去年11月以来最高水平附近，表明劳动力市场继续放缓。事件方面，欧洲央行将公布经济公报。特斯拉召开2022年年度股东大会。8月4日，特斯拉将在得克萨斯州超级工厂内召开年度股东大会。该公司还将直播这场活动，预计将会公布关于4680电池、全自动驾驶、奥斯汀和柏林工厂的最新消息。会议议程显示，特斯拉董事会寻求将授权普通股的数量增加到40亿股。财报方面，阿里巴巴-SW、康菲石油等将在8月4日美股盘前公布财报。中信证券分析认为，根据国家统计局数据，2022年4/5月我国社零总额同比下滑11.1%/6.7%，环比降幅收窄，实物商品网上零售额同比减少5.2%/增加7.0%，线上消费回暖。预测2023~2025财年收入至8,897亿元/9,568 亿元/10,214 亿元，同比增加4%/增加8%/增加7%；上调2023-2025财年净利润（Non-GAAP）预测至1,299 亿元/1,476 亿元/1,625 亿元，同比减少5%/增加14%/增加10%，现价对应公司港股PE（Non-GAAP）16倍/14倍/13倍。8月5日周五关键词：美国7月非农和失业率，克利夫兰联储主席梅斯特发表讲话周五，经济数据方面，美国将公布公布7月非农和失业率。目前市场预期7月非农增加25.5万，不及37.2万的前值，失业率为3.6%，和前值持平。此前，美国6月季调后新增非农就业人口为37.2万人，远高于市场预期的25万人，延续了今年以来就业增长的强劲势头；失业率为3.6%，与5月持平，仍维持在50年以来的低点附近，符合预期。事件方面，克利夫兰联储主席梅斯特将就货币政策发表讲话。","news_type":1,"symbols_score_info":{"159934":0.9,"518880":0.9,"GDX":0.9,".SPX":0.9,".DJI":0.9,"SGCmain":0.9,"SGUmain":0.9,"GLD":0.9,"IAU":0.9,"SImain":0.9,"HSBC":0.9,"MGCmain":0.9,"NUGT":0.9,"OXY":0.9,".IXIC":0.9,"DUST":0.9,"GCmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":169155501,"gmtCreate":1623823538703,"gmtModify":1703820580761,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/169155501","repostId":"1161735706","repostType":4,"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010380779,"gmtCreate":1648258275853,"gmtModify":1676534322802,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"htmlText":"👌👌👌","listText":"👌👌👌","text":"👌👌👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010380779","repostId":"1157458417","repostType":4,"repost":{"id":"1157458417","kind":"news","pubTimestamp":1648213971,"share":"https://ttm.financial/m/news/1157458417?lang=en_US&edition=fundamental","pubTime":"2022-03-25 21:12","market":"us","language":"zh","title":"Night Reading | From Graham to Buffett, the constant is the pursuit of certainty","url":"https://stock-news.laohu8.com/highlight/detail?id=1157458417","media":"少数派投资","summary":"摘要：格雷厄姆偏爱“烟蒂股”，而巴菲特发展了他理论，使“以合理价格买入优秀公司”成为价值投资的最佳方式，两者均以确定性为根基。与其说格雷厄姆是“华尔街教父”，倒不如说他是“烟蒂股投资”的代名词。多数人","content":"<p><html><head></head><body><b>Abstract: Graham preferred \"cigarette butt stocks\", while Buffett developed his theory that \"buying good companies at reasonable prices\" was the best way to invest in value, both based on certainty.</b>Graham is not so much the \"godfather of Wall Street\" as he is synonymous with \"cigarette butt stock investment\".</p><p>In the eyes of most people, the teacher of \"Stock God\" and the author of \"Securities Analysis\" is an outdated old guy who can only pick up bargains. Buffett developed his theory, making \"buying good companies at reasonable prices\" the best way to invest in value.</p><p>In this way, the presupposed consensus envelops us:</p><p>Since there are more advanced theories, why bother looking at old, \"outdated\" things?</p><p>Therefore, value investment is equated to fundamental analysis, and \"buying a good company and accompanying its growth\" has become the standard of many people.</p><p>In this regard, we might as well think about it one more step:</p><p>Why did Graham, the godfather of Wall Street, not realize the value of good companies, but prefer to buy some cheap junk? Is it just because of the limitations of the times and the lack of personal ability?</p><p>This article will combine with \"Securities Analysis\" to take you to revisit the classics and analyze Graham, who was misunderstood by most people.</p><p><b>Intrinsic Value: Dare to be different from the majority</b></p><p>Graham's investment philosophy is based on \"intrinsic value\".</p><p>In most people's eyes, this is just a numerical concept. Many professionals will use discounted cash flow to calculate the value of a stock, and then judge the stock price accordingly.</p><p>However, \"Securities Analysis\" has not mentioned how to calculate \"intrinsic value\" at all, and even bluntly speculating on intrinsic value is a great mistake. The definition given by Graham is \"proven value\".</p><p>He also stressed in particular: \"Analysts don't have to accurately estimate the actual value per share to draw a conclusion\".</p><p>What's the point of not even having a specific algorithm?</p><p>The key lies in the negation of \"Mr. Market\".</p><p>The market price is a reflection of the consensus expectation of most participants. However, Graham believes that there should be an \"intrinsic value\" that is different from it and proved to be more reasonable by facts. It is the sense of independent thinking: being skeptical of what is already understood and daring to be different from the majority.</p><p>He likens the market to a gentleman who is emotionally unstable and makes all kinds of mistakes. It is this gentleman's irrational behavior that creates good investment opportunities for us.</p><p><b>Investments should be supported on a reliable basis</b></p><p>We are also one of the market participants. What makes us say that most people are irrational?</p><p>In Graham's view, the confidence to dare to deny Mr. Market lies in \"comprehensive and thorough analysis\". He clearly distinguishes investment from speculation, and regards \"evidence-based\" as the inevitable feature of investment.</p><p>He believes: \"As long as your data and reasoning are correct, you are right\"</p><p>Buffett explained: \"As long as your premise is correct, the facts are correct, and the logic is correct, you will be correct in the end\".</p><p>Graham described a \"reasonable recommendation\" as follows: \"It must not only perform well in the market, but also be based on a reasonable reasoning process…The professional standard of securities analysis requires that all recommenders must clearly indicate the type of recommendation and form an analytical reasoning process of recommendation results.\"</p><p>Thus distinguishing whether it is because of doing the right job or having good luck.</p><p>Only the investment judgment made in this way can be repeatable and sustainable for a long time.</p><p><b>Speculation on \"strong companies\"</b></p><p>Based on the demanding requirements of objective facts and tight logic, Graham has always been cautious about the growth prospects of stocks. He made a clear critique of the idea that \"good stocks are good investments\":</p><p>\"It is perhaps more logical and helpful to understand to call it 'speculation on strong companies'. The result of this 'investment' is no different from those speculative behaviors in the past, except that there may be no security guarantees.\"</p><p>For the excellent companies that everyone is generally optimistic about in the market, Graham sees a tendency to \"double count\":</p><p>\"The share price reflects the gains from a good management and the gains from 'good management', which leads to 'double accounting for the same item', which leads to overvaluation.\"</p><p>He believes that securities analysis focuses primarily on values that can be determined by facts, rather than those that rely on expectations of the future. He classifies important facts related to a security and expresses them in a coherent and easy-to-articulate manner.</p><p>These important facts include the terms of the securities, the characteristics of the industry, the track record of the company's operations (capital, liabilities, profits, dividends, etc. and its management), laws and regulations, etc., and should not be based solely on the past, simply extrapolating the performance trend will continue.</p><p>He puts more emphasis on investments that are neglected by people, such as abandoned stocks or bonds, liquidation, bankruptcy, arbitrage, etc.</p><p><b>What remains constant is the pursuit of \"certainty.\"</b></p><p>Graham's preference for \"cigarette butt stocks\" is precisely because of his emphasis on certainty.</p><p>It is difficult to predict the future, and we can't get sufficient information to predict the future operation of a high-growth company. The breakpoints of logical chains and even thinking jumps in the analysis process are inevitable.</p><p>If we do not find clear evidence that \"most people are not optimistic enough\", then it is more appropriate to describe it rather than investing. That's what Graham tried to avoid.</p><p>Buffett developed the teacher's theory, but he remained rooted in certainty.</p><p>He has extended the \"graspability\" of investment to the future. This is not blind over-confidence, but through the construction of competence circle, he has gained the understanding ability beyond most people in the market in individual fields. Strictly speaking, he is not a traditional secondary market fund manager, but has become an \"industrial capitalist\" who controls and operates many enterprises.</p><p>This is very different from most people taking good companies for granted, and it is also an analogy that should not be ignored when we learn from Buffett.</p><p>From Graham to Buffett, what has changed is the surface form of investment, and what has not changed is the pursuit of certainty.</p><p></body></html></p>","source":"lsy1578472205078","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>Night Reading | From Graham to Buffett, the constant is the pursuit of certainty</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\">\nNight Reading | From Graham to Buffett, the constant is the pursuit of certainty\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">少数派投资</strong><span class=\"h-time small\">2022-03-25 21:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Abstract: Graham preferred \"cigarette butt stocks\", while Buffett developed his theory that \"buying good companies at reasonable prices\" was the best way to invest in value, both based on certainty.</b>Graham is not so much the \"godfather of Wall Street\" as he is synonymous with \"cigarette butt stock investment\".</p><p>In the eyes of most people, the teacher of \"Stock God\" and the author of \"Securities Analysis\" is an outdated old guy who can only pick up bargains. Buffett developed his theory, making \"buying good companies at reasonable prices\" the best way to invest in value.</p><p>In this way, the presupposed consensus envelops us:</p><p>Since there are more advanced theories, why bother looking at old, \"outdated\" things?</p><p>Therefore, value investment is equated to fundamental analysis, and \"buying a good company and accompanying its growth\" has become the standard of many people.</p><p>In this regard, we might as well think about it one more step:</p><p>Why did Graham, the godfather of Wall Street, not realize the value of good companies, but prefer to buy some cheap junk? Is it just because of the limitations of the times and the lack of personal ability?</p><p>This article will combine with \"Securities Analysis\" to take you to revisit the classics and analyze Graham, who was misunderstood by most people.</p><p><b>Intrinsic Value: Dare to be different from the majority</b></p><p>Graham's investment philosophy is based on \"intrinsic value\".</p><p>In most people's eyes, this is just a numerical concept. Many professionals will use discounted cash flow to calculate the value of a stock, and then judge the stock price accordingly.</p><p>However, \"Securities Analysis\" has not mentioned how to calculate \"intrinsic value\" at all, and even bluntly speculating on intrinsic value is a great mistake. The definition given by Graham is \"proven value\".</p><p>He also stressed in particular: \"Analysts don't have to accurately estimate the actual value per share to draw a conclusion\".</p><p>What's the point of not even having a specific algorithm?</p><p>The key lies in the negation of \"Mr. Market\".</p><p>The market price is a reflection of the consensus expectation of most participants. However, Graham believes that there should be an \"intrinsic value\" that is different from it and proved to be more reasonable by facts. It is the sense of independent thinking: being skeptical of what is already understood and daring to be different from the majority.</p><p>He likens the market to a gentleman who is emotionally unstable and makes all kinds of mistakes. It is this gentleman's irrational behavior that creates good investment opportunities for us.</p><p><b>Investments should be supported on a reliable basis</b></p><p>We are also one of the market participants. What makes us say that most people are irrational?</p><p>In Graham's view, the confidence to dare to deny Mr. Market lies in \"comprehensive and thorough analysis\". He clearly distinguishes investment from speculation, and regards \"evidence-based\" as the inevitable feature of investment.</p><p>He believes: \"As long as your data and reasoning are correct, you are right\"</p><p>Buffett explained: \"As long as your premise is correct, the facts are correct, and the logic is correct, you will be correct in the end\".</p><p>Graham described a \"reasonable recommendation\" as follows: \"It must not only perform well in the market, but also be based on a reasonable reasoning process…The professional standard of securities analysis requires that all recommenders must clearly indicate the type of recommendation and form an analytical reasoning process of recommendation results.\"</p><p>Thus distinguishing whether it is because of doing the right job or having good luck.</p><p>Only the investment judgment made in this way can be repeatable and sustainable for a long time.</p><p><b>Speculation on \"strong companies\"</b></p><p>Based on the demanding requirements of objective facts and tight logic, Graham has always been cautious about the growth prospects of stocks. He made a clear critique of the idea that \"good stocks are good investments\":</p><p>\"It is perhaps more logical and helpful to understand to call it 'speculation on strong companies'. The result of this 'investment' is no different from those speculative behaviors in the past, except that there may be no security guarantees.\"</p><p>For the excellent companies that everyone is generally optimistic about in the market, Graham sees a tendency to \"double count\":</p><p>\"The share price reflects the gains from a good management and the gains from 'good management', which leads to 'double accounting for the same item', which leads to overvaluation.\"</p><p>He believes that securities analysis focuses primarily on values that can be determined by facts, rather than those that rely on expectations of the future. He classifies important facts related to a security and expresses them in a coherent and easy-to-articulate manner.</p><p>These important facts include the terms of the securities, the characteristics of the industry, the track record of the company's operations (capital, liabilities, profits, dividends, etc. and its management), laws and regulations, etc., and should not be based solely on the past, simply extrapolating the performance trend will continue.</p><p>He puts more emphasis on investments that are neglected by people, such as abandoned stocks or bonds, liquidation, bankruptcy, arbitrage, etc.</p><p><b>What remains constant is the pursuit of \"certainty.\"</b></p><p>Graham's preference for \"cigarette butt stocks\" is precisely because of his emphasis on certainty.</p><p>It is difficult to predict the future, and we can't get sufficient information to predict the future operation of a high-growth company. The breakpoints of logical chains and even thinking jumps in the analysis process are inevitable.</p><p>If we do not find clear evidence that \"most people are not optimistic enough\", then it is more appropriate to describe it rather than investing. That's what Graham tried to avoid.</p><p>Buffett developed the teacher's theory, but he remained rooted in certainty.</p><p>He has extended the \"graspability\" of investment to the future. This is not blind over-confidence, but through the construction of competence circle, he has gained the understanding ability beyond most people in the market in individual fields. Strictly speaking, he is not a traditional secondary market fund manager, but has become an \"industrial capitalist\" who controls and operates many enterprises.</p><p>This is very different from most people taking good companies for granted, and it is also an analogy that should not be ignored when we learn from Buffett.</p><p>From Graham to Buffett, what has changed is the surface form of investment, and what has not changed is the pursuit of certainty.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/VAIRFLufVocoqDy8rVHC4g\">少数派投资</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37d43f47ff4637f33c2675f14c1cc937","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/VAIRFLufVocoqDy8rVHC4g","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157458417","content_text":"摘要：格雷厄姆偏爱“烟蒂股”，而巴菲特发展了他理论，使“以合理价格买入优秀公司”成为价值投资的最佳方式，两者均以确定性为根基。与其说格雷厄姆是“华尔街教父”，倒不如说他是“烟蒂股投资”的代名词。多数人眼中，这位“股神”的老师、《证券分析》的作者，是个只会捡便宜货、过时了的老家伙。而巴菲特发展了他理论，使得“以合理价格买入优秀公司”成为价值投资的最佳方式。就这样，预设的共识将我们裹挟：既然有更先进的理论，何必再看陈旧、“落伍”的东西？于是，价值投资被等同于基本面分析，“买入好公司、陪伴其成长”成为很多人的圭臬。对此，我们不妨多想一步：格雷厄姆这位华尔街教父，为什么意识不到好公司的价值，却更愿意买一些便宜的垃圾呢？仅仅是因为时代局限、个人能力不足吗？本文将结合《证券分析》，带大家重温经典，剖析那个被多数人误解了的格雷厄姆。内在价值：敢于与多数人不同格雷厄姆的投资理念以“内在价值”为基础。多数人的眼中，这不过是个数值的概念。不少专业人士会用现金流折现算出一只股票的价值，然后据此判断股价的高低。然而，《证券分析》中根本就没有提过，“内在价值”该如何计算，甚至直言臆测内在价值是一个极大的错误。格雷厄姆给出的定义是“事实证明合理的价值”。他还特别强调：“分析师没有必要精确估计出每股的实际价值便可得出结论”。连具体算法都没有，意义何在？关键就在于对“市场先生”的否定。市场价格是多数参与者一致预期的体现。而格雷厄姆却认为，还应存在一个与之不同、且被事实证明更加合理的“内在价值”。这是独立思考的意识：对已有共识持怀疑态度，敢于与多数人不同。他将市场，比作一位情绪不稳定、犯各种错误的先生，正是这位先生非理性的行为为我们创造了良好的投资机会。投资应以可靠基础为支撑我们也是市场参与者之一，凭什么说多数人是非理性的？在格雷厄姆看来，敢于否定市场先生的底气在于“全面、彻底的分析”，他明确区分了投资与投机，并将“有据可依”作为投资的必然特征。他认为：“只要你的数据和推理是正确的，你就是对的”对此巴菲特阐述为：“只要你的前提正确，事实正确，逻辑正确，你最后就是正确的”。格雷厄姆这样描述一个“合理的推荐”：“它不仅必须要在市场上表现良好，还必须有合理的推理过程作基础……证券分析的专业标准要求所有的推荐者必须清楚注明推荐的类型，并形成推荐结果的分析推理过程。”从而区分，到底是因为做了正确的工作，还是运气好。这样做出的投资判断，才具备可重复性，能够在长期持续。对“实力强劲公司”的投机基于对客观事实和严密逻辑的苛刻要求，格雷厄姆对股票的成长前景始终抱以审慎态度。他对“好股票就是好投资”的观点提出了明确批判：“将之称为‘对实力强劲公司的投机’也许更符合逻辑且有助于理解，这种‘投资’的结果与过去的那些投机行为并无二致，除了可能没有安全保障以外。”对于市场上大家普遍看好的优秀公司，格雷厄姆看到其中“重复计算”的倾向：“股价反映了一个良好的管理层带来的收益，也反映了‘良好管理’所带来的增益，这就导致了‘对同一个项目重复计入’，从而出现估值过高的情况。”他认为证券分析主要是关注能以事实确定的价值，而非那些依赖对未来预期的价值。他将某一证券相关的重要事实分类列出，并用一种连贯一致且易于表达的方式表达出来。这些重要的事实包括证券条款、行业特征、公司运营记录（资本、负债、利润、股利等及其管理层）、法律法规等，而不应该仅仅基于过去，简单外推业绩趋势将会延续。他更加看重被人们忽视的投资，如抛弃的股票或债券、清算、破产、套利等。不变的是对“确定性”的追求格雷厄姆偏爱“烟蒂股”，正是因为他对确定性的看重。未来难以预测，我们无法获得预判一家高成长公司未来经营情况的充分信息，分析过程中的逻辑链条断点、乃至思维跳跃无法避免。如果我们没有找到明确的依据说明“多数人乐观程度远远不够”，那么与其说是投资，不如以下注来形容更为贴切。这是格雷厄姆竭力规避的。巴菲特发展了老师的理论，但他仍以确定性为根基。他将投资的“可把握度”延伸到了未来，这不是盲目的过度自信，而是通过能力圈的构建，在个别领域获得了超越市场多数人的理解能力，严格意义上，他不是传统二级市场基金经理，而已成为控制、经营多家企业的“产业资本家”。这与多数人想当然地买入好公司有着天壤之别，也是我们学习巴菲特时，不应忽视的类比前提。从格雷厄姆到巴菲特，变化的是投资的表面形式，不变的是对确定性的追求。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034123199,"gmtCreate":1647828895368,"gmtModify":1676534269749,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034123199","repostId":"1109622169","repostType":4,"repost":{"id":"1109622169","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":1647819440,"share":"https://ttm.financial/m/news/1109622169?lang=en_US&edition=fundamental","pubTime":"2022-03-21 07:37","market":"hk","language":"zh","title":"Preview this week | Tencent, Xiaomi, Meituan and other financial reports are coming together!","url":"https://stock-news.laohu8.com/highlight/detail?id=1109622169","media":"老虎资讯综合","summary":"摘要：财经数据方面：关注中国3月LPR利率、美国第四季度经常帐、美国2月耐用品订单月率、美国初请失业金人数和等一些主要经济数据。事件方面：美联储和其他央行官员将发表讲话，继续表明他们对经济复苏和央行政","content":"<p><html><head></head><body><b>Abstract:</b></p><p>Financial data: Pay attention to some major economic data such as China's LPR interest rate in March, the current account in the fourth quarter of the United States, the monthly rate of durable goods orders in the United States in February, the number of initial unemployment claims in the United States, etc. On the events side: The Federal Reserve and other central bank officials will speak to continue to make their views on the economic recovery and the outlook for central bank policy. Financial reports: A number of Hong Kong and American companies will release financial reports, and the latest results of Tencent, Meituan, Pinduoduo, Xiaomi, Nio and Shangtang will be announced soon. New shares: Riel Group, the first stock of mid-to-high-end dental chain, will land on the Hong Kong Stock Exchange on Tuesday.<b>Monday (March 21) Keywords: China's March LPR, Pinduoduo financial report, Riel Group announced the winning lottery</b></p><p><img src=\"https://static.tigerbbs.com/766208ed5da1c91cdf871004f98d6288\" tg-width=\"865\" tg-height=\"164\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/bae89f6440d19da2dd52ab0847c90576\" tg-width=\"865\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/>On Monday, investors need to look out for<b>Quoted rates for one-year and five-year loan markets in China for the week ending March 21</b>The market generally expects that the LRP interest rate will remain unchanged in March. In terms of events, pay attention to the speeches of European Central Bank President Christine Lagarde and Atlanta Fed President Bostic.</p><p><b>In terms of financial report,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Will release earnings before U.S. stocks market</b>；<a href=\"https://laohu8.com/S/01672\">Ascletis Pharma-B</a>、<a href=\"https://laohu8.com/S/06865\">Follett Glass</a>Will report earnings.</p><p><b>In terms of new shares,<a href=\"https://laohu8.com/S/06639\">Riel Group</a>The winning results will be announced and the dark market trading will be opened, which will be officially listed on Tuesday.</b></p><p>Riel Group is the largest dental medical service provider in China's high-end private dental medical service market, and the company is the third largest dental medical service provider in China's entire private dental medical service market in terms of revenue for the same period.<b>Tuesday (March 22) Keywords: Federal Reserve Powell speech, Xiaomi earnings report</b></p><p><img src=\"https://static.tigerbbs.com/9597f328a3d287c8b4a12d8b18003d76\" tg-width=\"865\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><b>On Tuesday, we should pay attention to the speeches of a number of key officials, including Federal Reserve Chairman Powell, European Central Bank Vice President Jindos and New York Fed President Williams.</b></p><p>At 2 a.m. on Thursday, March 17th, Beijing time, the Federal Reserve raised the target range of the federal benchmark interest rate by 25 basis points to 0.25%-0.5%. It is also the first rate hike since December 2018. At a press conference after the interest rate meeting, Federal Reserve Chairman Powell reiterated anti-inflation as a top priority and downplayed the risk of recession, saying that \"the economy is in strong condition and can withstand monetary policy tightening\".</p><p>Jindos, vice president of the European Central Bank, recently stated that currency normalization does not mean immediate rate hike. New York Fed President Williams said in early March that the U.S. economy had not fallen into stagflation and inflation would fall back at the end of the year. We need to continue to pay attention to their views on the economy and the central bank's policy outlook this week.</p><p><b>In terms of financial report,<a href=\"https://laohu8.com/S/02020\">ANTA Sports</a>、<a href=\"https://laohu8.com/S/01810\">Xiaomi Group-W</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>、<a href=\"https://laohu8.com/S/NKE\">Nike</a>、<a href=\"https://laohu8.com/S/HUYA\">Tiger tooth</a>Will release earnings.</b></p><p><b>Wednesday (March 23) Keywords: Tencent earnings, US API and EIA crude oil inventory changes</b></p><p><img src=\"https://static.tigerbbs.com/56f8719b95a0769df7035a6d3c39cfc0\" tg-width=\"865\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/424be0a52217af81f1f4e9841394b28c\" tg-width=\"865\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/><b>In terms of data, pay attention to EIA crude oil inventories in the United States for the week ending March 18th.</b>EIA crude oil inventories in the United States increased by 4.345 million barrels in the week ending March 11, and were expected to decrease by 1.375 million barrels. With the ongoing pandemic, oil demand is suppressed and inventories may continue to increase.</p><p><b>On the events front, Federal Reserve Chairman Powell attends the BIS Innovation Conference</b>, to discuss the new challenges facing central banks in the digital world.</p><p><b>In terms of financial report, pay attention to<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、</b><a href=\"https://laohu8.com/S/06862\">Haidilao</a>、<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/02359\">WuXi AppTec</a>、<a href=\"https://laohu8.com/S/ADBE\">Adobe</a><b>Financial Report</b></p><p><b>Thursday (March 24th) Keywords: Nio earnings report, preliminary monthly rate of durable goods orders in the United States in February, number of unemployment claims in the United States</b></p><p><img src=\"https://static.tigerbbs.com/400021a4c448438271345ef095517303\" tg-width=\"865\" tg-height=\"516\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/240832d687d3a6a245717826e40b4633\" tg-width=\"865\" tg-height=\"74\" referrerpolicy=\"no-referrer\"/><b>In terms of data, pay attention to the current account of the United States in the fourth quarter, the number of unemployment claims in the United States in the week ending March 19th, the initial value of manufacturing PMI in the United States in March, and the initial monthly rate of durable goods orders in the United States in February.</b></p><p>In February, the initial value of Markit manufacturing PMI in the United States was 57.5, higher than the expected 56.0 and a new high since December last year, indicating that commodity production, order number and employment growth are becoming more and more stable; In February, the initial value of Markit's service PMI was 56.7, which was also higher than the expected 53.0. In February, the initial value of comprehensive PMI was 56.0, which was higher than the previous month's 51.0. According to the analysis, with the further growth of demand, the economic growth of the United States will rebound sharply, and the price pressure will rise to a historic high again, which will become the expected basis for the Federal Reserve to accelerate the tightening of monetary policy.</p><p>The number of jobless claims in the United States recorded 214,000 in the week ending March 12, a new low since the week ending January 1, 2022. Jobless claims are the lowest since Jan. 1, again indicating that the 3.8% unemployment rate in the U.S. market is close to full employment.</p><p><b>Aspects of events</b>Investors also need to pay attention to the speeches delivered by Chicago Fed President Evans and Atlanta Fed President Bostic.</p><p><b>In terms of financial report,<a href=\"https://laohu8.com/S/NIO\">Nio</a>The financial report will be released after the U.S. stock market,<a href=\"https://laohu8.com/S/09961\">Ctrip Group-S</a>Will release earnings.</b></p><p><b>Friday (March 25th) Keywords: Meituan, Shangtang financial report, New York Fed President Williams speech, the final value of consumer confidence index of the University of Michigan in March.</b></p><p><img src=\"https://static.tigerbbs.com/b43a2c132cd1dd9207a54f5cab727ff9\" tg-width=\"865\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/61ffea5ccb36a00047c9f7ccb74ee245\" tg-width=\"865\" tg-height=\"142\" referrerpolicy=\"no-referrer\"/><b>Data aspects</b>The University of Michigan Consumer Confidence Index for March will be released.</p><p><b>Aspects of events</b>, pay attention to the speeches of San Francisco Fed President Daly and New York Fed President Williams.</p><p><b>In terms of financial report, pay attention to<a href=\"https://laohu8.com/S/03690\">Meituan-W</a>、<a href=\"https://laohu8.com/S/00020\">SenseTime-W</a>、<a href=\"https://laohu8.com/S/09866\">Nio-SW</a>、</b><a href=\"https://laohu8.com/S/06185\">CanSino Bio-B</a><b>Earnings Report.</b></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Preview this week | Tencent, Xiaomi, Meituan and other financial reports are coming together!</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; 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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\">\nPreview this week | Tencent, Xiaomi, Meituan and other financial reports are coming together!\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-03-21 07:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Abstract:</b></p><p>Financial data: Pay attention to some major economic data such as China's LPR interest rate in March, the current account in the fourth quarter of the United States, the monthly rate of durable goods orders in the United States in February, the number of initial unemployment claims in the United States, etc. On the events side: The Federal Reserve and other central bank officials will speak to continue to make their views on the economic recovery and the outlook for central bank policy. Financial reports: A number of Hong Kong and American companies will release financial reports, and the latest results of Tencent, Meituan, Pinduoduo, Xiaomi, Nio and Shangtang will be announced soon. New shares: Riel Group, the first stock of mid-to-high-end dental chain, will land on the Hong Kong Stock Exchange on Tuesday.<b>Monday (March 21) Keywords: China's March LPR, Pinduoduo financial report, Riel Group announced the winning lottery</b></p><p><img src=\"https://static.tigerbbs.com/766208ed5da1c91cdf871004f98d6288\" tg-width=\"865\" tg-height=\"164\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/bae89f6440d19da2dd52ab0847c90576\" tg-width=\"865\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/>On Monday, investors need to look out for<b>Quoted rates for one-year and five-year loan markets in China for the week ending March 21</b>The market generally expects that the LRP interest rate will remain unchanged in March. In terms of events, pay attention to the speeches of European Central Bank President Christine Lagarde and Atlanta Fed President Bostic.</p><p><b>In terms of financial report,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Will release earnings before U.S. stocks market</b>；<a href=\"https://laohu8.com/S/01672\">Ascletis Pharma-B</a>、<a href=\"https://laohu8.com/S/06865\">Follett Glass</a>Will report earnings.</p><p><b>In terms of new shares,<a href=\"https://laohu8.com/S/06639\">Riel Group</a>The winning results will be announced and the dark market trading will be opened, which will be officially listed on Tuesday.</b></p><p>Riel Group is the largest dental medical service provider in China's high-end private dental medical service market, and the company is the third largest dental medical service provider in China's entire private dental medical service market in terms of revenue for the same period.<b>Tuesday (March 22) Keywords: Federal Reserve Powell speech, Xiaomi earnings report</b></p><p><img src=\"https://static.tigerbbs.com/9597f328a3d287c8b4a12d8b18003d76\" tg-width=\"865\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><b>On Tuesday, we should pay attention to the speeches of a number of key officials, including Federal Reserve Chairman Powell, European Central Bank Vice President Jindos and New York Fed President Williams.</b></p><p>At 2 a.m. on Thursday, March 17th, Beijing time, the Federal Reserve raised the target range of the federal benchmark interest rate by 25 basis points to 0.25%-0.5%. It is also the first rate hike since December 2018. At a press conference after the interest rate meeting, Federal Reserve Chairman Powell reiterated anti-inflation as a top priority and downplayed the risk of recession, saying that \"the economy is in strong condition and can withstand monetary policy tightening\".</p><p>Jindos, vice president of the European Central Bank, recently stated that currency normalization does not mean immediate rate hike. New York Fed President Williams said in early March that the U.S. economy had not fallen into stagflation and inflation would fall back at the end of the year. We need to continue to pay attention to their views on the economy and the central bank's policy outlook this week.</p><p><b>In terms of financial report,<a href=\"https://laohu8.com/S/02020\">ANTA Sports</a>、<a href=\"https://laohu8.com/S/01810\">Xiaomi Group-W</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>、<a href=\"https://laohu8.com/S/NKE\">Nike</a>、<a href=\"https://laohu8.com/S/HUYA\">Tiger tooth</a>Will release earnings.</b></p><p><b>Wednesday (March 23) Keywords: Tencent earnings, US API and EIA crude oil inventory changes</b></p><p><img src=\"https://static.tigerbbs.com/56f8719b95a0769df7035a6d3c39cfc0\" tg-width=\"865\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/424be0a52217af81f1f4e9841394b28c\" tg-width=\"865\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/><b>In terms of data, pay attention to EIA crude oil inventories in the United States for the week ending March 18th.</b>EIA crude oil inventories in the United States increased by 4.345 million barrels in the week ending March 11, and were expected to decrease by 1.375 million barrels. With the ongoing pandemic, oil demand is suppressed and inventories may continue to increase.</p><p><b>On the events front, Federal Reserve Chairman Powell attends the BIS Innovation Conference</b>, to discuss the new challenges facing central banks in the digital world.</p><p><b>In terms of financial report, pay attention to<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、</b><a href=\"https://laohu8.com/S/06862\">Haidilao</a>、<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/02359\">WuXi AppTec</a>、<a href=\"https://laohu8.com/S/ADBE\">Adobe</a><b>Financial Report</b></p><p><b>Thursday (March 24th) Keywords: Nio earnings report, preliminary monthly rate of durable goods orders in the United States in February, number of unemployment claims in the United States</b></p><p><img src=\"https://static.tigerbbs.com/400021a4c448438271345ef095517303\" tg-width=\"865\" tg-height=\"516\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/240832d687d3a6a245717826e40b4633\" tg-width=\"865\" tg-height=\"74\" referrerpolicy=\"no-referrer\"/><b>In terms of data, pay attention to the current account of the United States in the fourth quarter, the number of unemployment claims in the United States in the week ending March 19th, the initial value of manufacturing PMI in the United States in March, and the initial monthly rate of durable goods orders in the United States in February.</b></p><p>In February, the initial value of Markit manufacturing PMI in the United States was 57.5, higher than the expected 56.0 and a new high since December last year, indicating that commodity production, order number and employment growth are becoming more and more stable; In February, the initial value of Markit's service PMI was 56.7, which was also higher than the expected 53.0. In February, the initial value of comprehensive PMI was 56.0, which was higher than the previous month's 51.0. According to the analysis, with the further growth of demand, the economic growth of the United States will rebound sharply, and the price pressure will rise to a historic high again, which will become the expected basis for the Federal Reserve to accelerate the tightening of monetary policy.</p><p>The number of jobless claims in the United States recorded 214,000 in the week ending March 12, a new low since the week ending January 1, 2022. Jobless claims are the lowest since Jan. 1, again indicating that the 3.8% unemployment rate in the U.S. market is close to full employment.</p><p><b>Aspects of events</b>Investors also need to pay attention to the speeches delivered by Chicago Fed President Evans and Atlanta Fed President Bostic.</p><p><b>In terms of financial report,<a href=\"https://laohu8.com/S/NIO\">Nio</a>The financial report will be released after the U.S. stock market,<a href=\"https://laohu8.com/S/09961\">Ctrip Group-S</a>Will release earnings.</b></p><p><b>Friday (March 25th) Keywords: Meituan, Shangtang financial report, New York Fed President Williams speech, the final value of consumer confidence index of the University of Michigan in March.</b></p><p><img src=\"https://static.tigerbbs.com/b43a2c132cd1dd9207a54f5cab727ff9\" tg-width=\"865\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/61ffea5ccb36a00047c9f7ccb74ee245\" tg-width=\"865\" tg-height=\"142\" referrerpolicy=\"no-referrer\"/><b>Data aspects</b>The University of Michigan Consumer Confidence Index for March will be released.</p><p><b>Aspects of events</b>, pay attention to the speeches of San Francisco Fed President Daly and New York Fed President Williams.</p><p><b>In terms of financial report, pay attention to<a href=\"https://laohu8.com/S/03690\">Meituan-W</a>、<a href=\"https://laohu8.com/S/00020\">SenseTime-W</a>、<a href=\"https://laohu8.com/S/09866\">Nio-SW</a>、</b><a href=\"https://laohu8.com/S/06185\">CanSino Bio-B</a><b>Earnings Report.</b></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{"00700":"腾讯控股","01810":"小米集团-W","PDD":"拼多多","09866":"蔚来-SW",".IXIC":"NASDAQ Composite","03690":"美团-W",".SPX":"S&P 500 Index","NIO":"蔚来",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109622169","content_text":"摘要：财经数据方面：关注中国3月LPR利率、美国第四季度经常帐、美国2月耐用品订单月率、美国初请失业金人数和等一些主要经济数据。事件方面：美联储和其他央行官员将发表讲话，继续表明他们对经济复苏和央行政策前景的观点。财报方面：多家港美公司将发布财报，腾讯、美团、拼多多、小米、蔚来、商汤等最新业绩即将公布。新股方面：中高端口腔连锁第一股瑞尔集团将于周二登陆港交所。周一(3月21日)关键词：中国3月LPR，拼多多财报，瑞尔集团公布中签周一，投资者需留意中国截至3月21日当周一年期和五年期贷款市场报价利率，市场普遍预期预计3月LRP利率大概率保持不变。事件方面，关注欧洲央行行长拉加德、亚特兰大联储主席博斯蒂克的讲话。财报方面，拼多多将于美股盘前发布财报；歌礼制药-B、福莱特玻璃将公布财报。新股方面，瑞尔集团将公布中签结果及开启暗盘交易，周二正式挂牌上市。瑞尔集团是中国高端民营口腔医疗服务市场最大的口腔医疗服务提供商，且按同期的收入计，公司是中国整个民营口腔医疗服务市场的第三大口腔医疗服务提供商。周二(3月22日)关键词：美联储鲍威尔讲话，小米财报周二需关注多位重要官员的讲话，包括美联储主席鲍威尔，欧洲央行副行长金多斯和纽约联储主席威廉姆斯。北京时间3月17日周四凌晨2点，美联储上调联邦基准利率目标区间25个基点，至0.25%-0.5%。这也是2018年12月以来的首次加息。在议息会议后举行的新闻发布会上，美联储主席鲍威尔重申抗通胀为首要任务，淡化经济衰退风险，表示“经济状况强劲，能够承受货币政策收紧”。欧洲央行副行长金多斯最近表态称，货币正常化并不意味着立即加息。纽约联储主席威廉姆斯在3月初表示，美国经济未陷入滞胀 年底通胀将回落。本周需继续关注他们对于经济以及央行政策前景的看法。财报方面，安踏体育、小米集团-W、腾讯音乐、耐克、虎牙将发布财报。周三(3月23日)关键词：腾讯财报，美国API和EIA原油库存变动数据方面，关注美国至3月18日当周EIA原油库存。美国至3月11日当周EIA原油库存增加434.5万桶，预期减少137.5万桶。疫情持续的情况下，石油需求受到抑制，库存可能继续增加。事件方面，美联储主席鲍威尔出席国际清算银行创新大会，讨论数字世界里央行面临的新挑战。财报方面，关注腾讯控股、海底捞、吉利汽车、药明康德、Adobe财报周四(3月24日)关键词：蔚来财报，美国2月耐用品订单月率初值，美国初请失业金人数数据方面，关注美国第四季度经常帐、美国截至3月19日当周初请失业金人数、美国3月制造业PMI初值、美国2月耐用品订单月率初值。美国2月Markit制造业PMI初值57.5，高于预期的56.0、创去年12月以来新高，显示商品生产、订单数及就业增长愈发稳定；2月Markit服务业PMI初值56.7，同样高于预期的53.0，2月综合 PMI 初值则录得56.0，高于上月的51.0。分析认为，随着需求进一步增长，美国经济成长大幅反弹的同时物价压力也会再度升至历史高位，成为美联储加快收紧货币政策的预期基础。美国至3月12日当周初请失业金人数录得21.4万人，创2022年1月1日当周以来新低。初请失业金人数是自1月1日以来的最低水平，再次表明美国市场3.8％的失业率已接近充分就业。事件方面，投资者还需关注芝加哥联储主席埃文斯，亚特兰大联储主席博斯蒂克发表的讲话。财报方面，蔚来将于美股盘后发布财报，携程集团-S将发布财报。周五(3月25日)关键词：美团、商汤财报，纽约联储主席威廉姆斯讲话，美国3月密歇根大学消费者信心指数终值。数据方面，美国3月密歇根大学消费者信心指数将公布。事件方面，关注旧金山联储主席戴利和纽约联储主席威廉姆斯的讲话。财报方面，关注美团-W、商汤-W、蔚来-SW、康希诺生物-B财报。","news_type":1,"symbols_score_info":{"00700":0.9,"03690":0.9,".SPX":0.9,"NIO":0.9,"01810":0.9,"09866":0.9,"PDD":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030754668,"gmtCreate":1645832784445,"gmtModify":1676534067808,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030754668","repostId":"1123216907","repostType":4,"repost":{"id":"1123216907","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1645786719,"share":"https://ttm.financial/m/news/1123216907?lang=en_US&edition=fundamental","pubTime":"2022-02-25 18:58","market":"us","language":"zh","title":"The Magical Life of an Actor: How did Zelensky become Ukrainian President?","url":"https://stock-news.laohu8.com/highlight/detail?id=1123216907","media":"华尔街见闻","summary":"泽连斯基似乎在用自己的亲身经历向我们演绎：喜剧的内核是悲剧。乌克兰总统泽连斯基在当上乌克兰总统之前演过乌克兰总统。2015年，乌克兰播出了一部喜剧剧集，一经推出就得到了乌克兰人民的喜爱，成为了当年的收","content":"<p><html><head></head><body>Zelensky seems to be using his own personal experience to interpret to us: the core of comedy is tragedy. Ukrainian President Volodymyr Zelensky played the president of Ukraine before becoming president of Ukraine.</p><p>In 2015, a comedy series was broadcast in Ukraine, which was loved by the Ukrainian people as soon as it was launched, and became the ratings champion that year, and the male lead in it was played by Zelensky.</p><p>In 2019, Zelensky successfully crossed from comedian to president of Ukraine.</p><p>Now, three years later, he seems to be using his own personal experience to show us that the core of comedy is tragedy.</p><p><img src=\"https://static.tigerbbs.com/b7facfcc07040de2a007bca76b3e16f4\" tg-width=\"2048\" tg-height=\"1365\" referrerpolicy=\"no-referrer\"/></p><p>National actor</p><p>Volodymyr Oleksandrovych Zelenskyy, born on January 25, 1978 in the Ukrainian (then still in the Soviet Union) city of Krivorog, Dnipropetrovsk Oblast, is only 44 years old.</p><p>He was born into a wealthy family to Jewish parents, a professor at the Krivo Rogge School of Economics and an engineer. Born into such a wealthy family, Zelensky is happier than most people in Ukraine.</p><p>After graduating from high school, he enrolled in the law faculty of Kiev University of Economics. At the same time, his creative and comedic talents have caught the attention of KVN, a famous Ukrainian entertainment program team.</p><p>In 1997, he co-founded and captained the group 95 and a Quarter with members of KVN. After the collapse of the former Soviet Union, 95 and a Quarter toured the CIS countries to great acclaim, making him one of the most influential acting stars in the Ukrainian entertainment industry.</p><p><img src=\"https://static.tigerbbs.com/0ced22b4304aef39bff5a7c8c6deb742\" tg-width=\"927\" tg-height=\"801\" referrerpolicy=\"no-referrer\"/></p><p>In 2003, the \"95 and a Quarter\" group set up a studio to engage in TV content production, film production and entertainment tour, etc. Zelensky also became its owner and manager, and appeared in many TV series.<b>By this time, Zelensky had become a rising star in Ukrainian showbiz.</b></p><p>In 2005, Zelensky joined the Ukrainian television channel, and then Zelensky served as the main actor and script creator of the show in his own ability.<b>With a steady rise in viewership, Zelensky has also gained some standing in the Ukrainian showbiz scene.</b></p><p><b>In 2011 he appeared on the cover of Ukraine's Fox as the head of \"95 Quarter\".</b></p><p>But what really made Zelensky a household name was his 2015 TV show, which laid a solid foundation for Zelensky's presidential path.</p><p><b>In 2015, Zelensky wrote a play – \"The Tale of Vasha\" also known as \"The Servant of the People,\" a political satire comedy.</b></p><p>The content of the story is very simple. An ordinary Ukrainian middle school history teacher, Vashia, was taken into a video by students and uploaded to the Internet during a debate about national politics with his colleagues and became popular unexpectedly. All Ukrainians wanted an upright and truthful person to be president, so Vashia was elected as the president of Ukraine, and all the way to becoming a true upright and productive public servant of the people.</p><p><img src=\"https://static.tigerbbs.com/0cd4b7c90d67c57eeea9f886380fa21a\" tg-width=\"586\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/></p><p><b>In this play, Zelensky used a rather spicy style to portray the situation of rampant oligarchy and corrupt politicians in Ukraine, so it gained the love of many Ukrainians.</b></p><p>Even a domestic score showed that Servant of the People had a 9.0 rating, which made Zelensky a well-known national comedian in Ukraine.<b>Can be called the Chaplin of Ukraine.</b></p><p><img src=\"https://static.tigerbbs.com/d4737fa9d584294032bff402f6c72fc2\" tg-width=\"676\" tg-height=\"372\" referrerpolicy=\"no-referrer\"/></p><p>Run for President</p><p><b>I don't know if he was too involved in the drama, but Zelensky actually dreamed of being president.</b></p><p>In 2018, Zelensky founded his own party used for campaigning, the People's Servant. The party is headquartered in a tiny office in Kyiv, and all are new to politics.</p><p>On March 27, 2019, two days before the start of the first round of the Ukrainian presidential election, the day of the show's third season, Zelensky posted a group photo on his social account.</p><p><img src=\"https://static.tigerbbs.com/775117532418e6e6a797d1b8dea53dfd\" tg-width=\"1000\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>According to the relevant regulations of Ukraine, the day before the election is a \"day of silence\", and no elector is allowed to make propaganda, but Zelensky successfully circumvented this regulation in this way...</p><p>With the off-site support of \"open-hanging\" like \"Vasha\", Zelensky's campaign road is unimpeded and zero experience? It doesn't matter, so does Vashia. Being suspected of having big business support behind it? It doesn't matter, so does Vashia. Criticized by all sides? It doesn't matter, so does Vashia.</p><p><b>More importantly, Vashia, the online celebrity teacher, was elected president with 60 percent of the vote, while Zelensky was elected president with a staggering 73.3 percent of the vote, almost equal to Putin, who became president for the fourth time unopposed in 2018 (76.69 percent)</b></p><p>Why?</p><p>One of the reasons why Zelensky was elected president with a high vote was that he had \"played a good president\" and his image was deeply embedded in the hearts of thousands of families. But the popularity of the actors alone is certainly not enough.</p><p>Let's look back to the year of the 2019 Ukrainian presidential elections.</p><p>There were three \"contestants\" with the best odds of winning this year: then-President Petro Poroshenko, \"beautiful politician\" Tymoshenko and Zelensky.</p><p><b>It is worth mentioning that the other two have another title: \"Chocolate King\" and \"Natural Gas Princess\", both oligarchs who rose by the wave of privatization of Ukrainian state-owned enterprises.</b></p><p><img src=\"https://static.tigerbbs.com/b1e46e6ee78258037afe76b78a3ab05e\" tg-width=\"2048\" tg-height=\"1492\" referrerpolicy=\"no-referrer\"/>Poroshenko<img src=\"https://static.tigerbbs.com/3004261329cbae653d7cc3ffc50a2ec3\" tg-width=\"393\" tg-height=\"569\" referrerpolicy=\"no-referrer\"/>Tymoshenko</p><p>In the year of the election, Tymoshenko, who had served as Ukrainian prime minister many times, elected president for the third time, but unfortunately lost in the first round.</p><p>One less competitor is a big plus for Zelensky. Then, before the second round of voting, Zelensky created a historic scene.</p><p>On April 19, 2019, Zelensky and Poroshenko held a live televised public debate at the Olympic Stadium in the Ukrainian capital, the last public event before the vote, so both candidates took it seriously.</p><p>During the debate on the defense issue of Ukraine and the Crimea issue, Zelensky angrily denounced Poroshenko's weak rule and failure to resolve the conflict in the Donbas region; The other side mocked that if he came to power, it would be no better, and I am afraid he would have to kneel before Putin.</p><p>What Poroshenko didn't expect was that Zelensky suddenly used a ruthless move.<b>Zelensky took two steps forward and suddenly knelt, saying, \"I will never kneel to Putin, I will only kneel to the people of Ukraine.\"</b></p><p><img src=\"https://static.tigerbbs.com/59c9710d39156e3f5aa8d8e5ba4622ac\" tg-width=\"931\" tg-height=\"670\" referrerpolicy=\"no-referrer\"/></p><p><b>This heroic momentum made the Ukrainians think they had met the one.</b></p><p>At this time, Ukrainians don't seem to know that long hours of on-screen exercise make Zelensky's reflexes very quick, and all this is nothing more than Zelensky's \"freestyle\".</p><p>At that time, however, many Ukrainians had great confidence in Zelensky. Just as Biden was elected that year, it was not because the people supported him, but because they had to choose him to oppose Trump. In other words, the Ukrainian people had no choice at the time, and had to vote for Zelensky in order to oppose Poroshenko, and had high hopes for the young actor.</p><p>Many overseas netizens said on YouTube: \"Perhaps because Ukrainians are tired of watching politicians' comedy performances in politics, they chose a comedian to perform.\"</p><p>What's the reality?</p><p>How did Zelensky do after he was elected president?</p><p>Let's start by looking at three things Zelensky promised the people during his campaign:</p><p>1. End the fighting in eastern Ukraine and the bloody conflict in the Donbas as soon as possible; 2. Strengthen economic reforms to bring the Ukrainian economy to a new level and increase the money in the pockets of the people; 3. Strengthen domestic anti-corruption efforts, especially those oligarchs who monopolize politics, economy and society, and restore fairness to society.<b>Later, we all know the story that Zelensky painted a big pie for the Ukrainian people, but after all, he tore it apart by himself:</b></p><p>1. The Donbas region has become the tipping point of this Russia-Ukraine conflict. Zelensky wants to rely on the power of NATO, the United States and Europe to recover the eastern Ukraine region, make a big gamble on the fate of the country, and push Ukraine into the danger of national division again. In just one day, Ukraine has almost reached the verge of \"submission\".</p><p>And then there was<b>Televised speech in which Zelensky said Putin wouldn't answer his phone.</b></p><p><img src=\"https://static.tigerbbs.com/12d613471ce538de2468eb13e11c5377\" tg-width=\"539\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/></p><p>2. After Zelensky came to power, Ukraine's GDP dropped by 30% in 2020 compared with 2019, and its per capita income was at the bottom of Europe. It could even rely on the International Monetary Fund's $8 billion loan to live.</p><p>3. The promised crackdown on oligarchs is even more a joke. After Zelensky came to power, people discovered that he was the spokesman of Jewish oligarchs, and all his campaign funds were provided by his former TV station boss, a Jewish oligarch. After Zelensky came to power, he also handed over many telecommunications industries to his behind-the-scenes financial backers.</p><p>However, the number of oligarchs in Ukraine has indeed plummeted recently. In order to avoid the Russia-Ukraine war,<b>Of Ukraine's 100 richest people, 96 have already fled with their families to places like Cyprus, Nice, Vienna, Zurich, London and Munich.</b></p><p>In the wake of the negative news, Zelensky's public approval rating plummeted to 20%.</p><p>The promises made by Zelensky three years ago are now lies and deceptions, and the hearts and minds harvested by excellent performances will eventually be dissipated by the illusory ending.</p><p><b>Perhaps, now, he was praying for the director to shout, \"Card.\"</b></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Magical Life of an Actor: How did Zelensky become Ukrainian President?</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 Magical Life of an Actor: How did Zelensky become Ukrainian President?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2022-02-25 18:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Zelensky seems to be using his own personal experience to interpret to us: the core of comedy is tragedy. Ukrainian President Volodymyr Zelensky played the president of Ukraine before becoming president of Ukraine.</p><p>In 2015, a comedy series was broadcast in Ukraine, which was loved by the Ukrainian people as soon as it was launched, and became the ratings champion that year, and the male lead in it was played by Zelensky.</p><p>In 2019, Zelensky successfully crossed from comedian to president of Ukraine.</p><p>Now, three years later, he seems to be using his own personal experience to show us that the core of comedy is tragedy.</p><p><img src=\"https://static.tigerbbs.com/b7facfcc07040de2a007bca76b3e16f4\" tg-width=\"2048\" tg-height=\"1365\" referrerpolicy=\"no-referrer\"/></p><p>National actor</p><p>Volodymyr Oleksandrovych Zelenskyy, born on January 25, 1978 in the Ukrainian (then still in the Soviet Union) city of Krivorog, Dnipropetrovsk Oblast, is only 44 years old.</p><p>He was born into a wealthy family to Jewish parents, a professor at the Krivo Rogge School of Economics and an engineer. Born into such a wealthy family, Zelensky is happier than most people in Ukraine.</p><p>After graduating from high school, he enrolled in the law faculty of Kiev University of Economics. At the same time, his creative and comedic talents have caught the attention of KVN, a famous Ukrainian entertainment program team.</p><p>In 1997, he co-founded and captained the group 95 and a Quarter with members of KVN. After the collapse of the former Soviet Union, 95 and a Quarter toured the CIS countries to great acclaim, making him one of the most influential acting stars in the Ukrainian entertainment industry.</p><p><img src=\"https://static.tigerbbs.com/0ced22b4304aef39bff5a7c8c6deb742\" tg-width=\"927\" tg-height=\"801\" referrerpolicy=\"no-referrer\"/></p><p>In 2003, the \"95 and a Quarter\" group set up a studio to engage in TV content production, film production and entertainment tour, etc. Zelensky also became its owner and manager, and appeared in many TV series.<b>By this time, Zelensky had become a rising star in Ukrainian showbiz.</b></p><p>In 2005, Zelensky joined the Ukrainian television channel, and then Zelensky served as the main actor and script creator of the show in his own ability.<b>With a steady rise in viewership, Zelensky has also gained some standing in the Ukrainian showbiz scene.</b></p><p><b>In 2011 he appeared on the cover of Ukraine's Fox as the head of \"95 Quarter\".</b></p><p>But what really made Zelensky a household name was his 2015 TV show, which laid a solid foundation for Zelensky's presidential path.</p><p><b>In 2015, Zelensky wrote a play – \"The Tale of Vasha\" also known as \"The Servant of the People,\" a political satire comedy.</b></p><p>The content of the story is very simple. An ordinary Ukrainian middle school history teacher, Vashia, was taken into a video by students and uploaded to the Internet during a debate about national politics with his colleagues and became popular unexpectedly. All Ukrainians wanted an upright and truthful person to be president, so Vashia was elected as the president of Ukraine, and all the way to becoming a true upright and productive public servant of the people.</p><p><img src=\"https://static.tigerbbs.com/0cd4b7c90d67c57eeea9f886380fa21a\" tg-width=\"586\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/></p><p><b>In this play, Zelensky used a rather spicy style to portray the situation of rampant oligarchy and corrupt politicians in Ukraine, so it gained the love of many Ukrainians.</b></p><p>Even a domestic score showed that Servant of the People had a 9.0 rating, which made Zelensky a well-known national comedian in Ukraine.<b>Can be called the Chaplin of Ukraine.</b></p><p><img src=\"https://static.tigerbbs.com/d4737fa9d584294032bff402f6c72fc2\" tg-width=\"676\" tg-height=\"372\" referrerpolicy=\"no-referrer\"/></p><p>Run for President</p><p><b>I don't know if he was too involved in the drama, but Zelensky actually dreamed of being president.</b></p><p>In 2018, Zelensky founded his own party used for campaigning, the People's Servant. The party is headquartered in a tiny office in Kyiv, and all are new to politics.</p><p>On March 27, 2019, two days before the start of the first round of the Ukrainian presidential election, the day of the show's third season, Zelensky posted a group photo on his social account.</p><p><img src=\"https://static.tigerbbs.com/775117532418e6e6a797d1b8dea53dfd\" tg-width=\"1000\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>According to the relevant regulations of Ukraine, the day before the election is a \"day of silence\", and no elector is allowed to make propaganda, but Zelensky successfully circumvented this regulation in this way...</p><p>With the off-site support of \"open-hanging\" like \"Vasha\", Zelensky's campaign road is unimpeded and zero experience? It doesn't matter, so does Vashia. Being suspected of having big business support behind it? It doesn't matter, so does Vashia. Criticized by all sides? It doesn't matter, so does Vashia.</p><p><b>More importantly, Vashia, the online celebrity teacher, was elected president with 60 percent of the vote, while Zelensky was elected president with a staggering 73.3 percent of the vote, almost equal to Putin, who became president for the fourth time unopposed in 2018 (76.69 percent)</b></p><p>Why?</p><p>One of the reasons why Zelensky was elected president with a high vote was that he had \"played a good president\" and his image was deeply embedded in the hearts of thousands of families. But the popularity of the actors alone is certainly not enough.</p><p>Let's look back to the year of the 2019 Ukrainian presidential elections.</p><p>There were three \"contestants\" with the best odds of winning this year: then-President Petro Poroshenko, \"beautiful politician\" Tymoshenko and Zelensky.</p><p><b>It is worth mentioning that the other two have another title: \"Chocolate King\" and \"Natural Gas Princess\", both oligarchs who rose by the wave of privatization of Ukrainian state-owned enterprises.</b></p><p><img src=\"https://static.tigerbbs.com/b1e46e6ee78258037afe76b78a3ab05e\" tg-width=\"2048\" tg-height=\"1492\" referrerpolicy=\"no-referrer\"/>Poroshenko<img src=\"https://static.tigerbbs.com/3004261329cbae653d7cc3ffc50a2ec3\" tg-width=\"393\" tg-height=\"569\" referrerpolicy=\"no-referrer\"/>Tymoshenko</p><p>In the year of the election, Tymoshenko, who had served as Ukrainian prime minister many times, elected president for the third time, but unfortunately lost in the first round.</p><p>One less competitor is a big plus for Zelensky. Then, before the second round of voting, Zelensky created a historic scene.</p><p>On April 19, 2019, Zelensky and Poroshenko held a live televised public debate at the Olympic Stadium in the Ukrainian capital, the last public event before the vote, so both candidates took it seriously.</p><p>During the debate on the defense issue of Ukraine and the Crimea issue, Zelensky angrily denounced Poroshenko's weak rule and failure to resolve the conflict in the Donbas region; The other side mocked that if he came to power, it would be no better, and I am afraid he would have to kneel before Putin.</p><p>What Poroshenko didn't expect was that Zelensky suddenly used a ruthless move.<b>Zelensky took two steps forward and suddenly knelt, saying, \"I will never kneel to Putin, I will only kneel to the people of Ukraine.\"</b></p><p><img src=\"https://static.tigerbbs.com/59c9710d39156e3f5aa8d8e5ba4622ac\" tg-width=\"931\" tg-height=\"670\" referrerpolicy=\"no-referrer\"/></p><p><b>This heroic momentum made the Ukrainians think they had met the one.</b></p><p>At this time, Ukrainians don't seem to know that long hours of on-screen exercise make Zelensky's reflexes very quick, and all this is nothing more than Zelensky's \"freestyle\".</p><p>At that time, however, many Ukrainians had great confidence in Zelensky. Just as Biden was elected that year, it was not because the people supported him, but because they had to choose him to oppose Trump. In other words, the Ukrainian people had no choice at the time, and had to vote for Zelensky in order to oppose Poroshenko, and had high hopes for the young actor.</p><p>Many overseas netizens said on YouTube: \"Perhaps because Ukrainians are tired of watching politicians' comedy performances in politics, they chose a comedian to perform.\"</p><p>What's the reality?</p><p>How did Zelensky do after he was elected president?</p><p>Let's start by looking at three things Zelensky promised the people during his campaign:</p><p>1. End the fighting in eastern Ukraine and the bloody conflict in the Donbas as soon as possible; 2. Strengthen economic reforms to bring the Ukrainian economy to a new level and increase the money in the pockets of the people; 3. Strengthen domestic anti-corruption efforts, especially those oligarchs who monopolize politics, economy and society, and restore fairness to society.<b>Later, we all know the story that Zelensky painted a big pie for the Ukrainian people, but after all, he tore it apart by himself:</b></p><p>1. The Donbas region has become the tipping point of this Russia-Ukraine conflict. Zelensky wants to rely on the power of NATO, the United States and Europe to recover the eastern Ukraine region, make a big gamble on the fate of the country, and push Ukraine into the danger of national division again. In just one day, Ukraine has almost reached the verge of \"submission\".</p><p>And then there was<b>Televised speech in which Zelensky said Putin wouldn't answer his phone.</b></p><p><img src=\"https://static.tigerbbs.com/12d613471ce538de2468eb13e11c5377\" tg-width=\"539\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/></p><p>2. After Zelensky came to power, Ukraine's GDP dropped by 30% in 2020 compared with 2019, and its per capita income was at the bottom of Europe. It could even rely on the International Monetary Fund's $8 billion loan to live.</p><p>3. The promised crackdown on oligarchs is even more a joke. After Zelensky came to power, people discovered that he was the spokesman of Jewish oligarchs, and all his campaign funds were provided by his former TV station boss, a Jewish oligarch. After Zelensky came to power, he also handed over many telecommunications industries to his behind-the-scenes financial backers.</p><p>However, the number of oligarchs in Ukraine has indeed plummeted recently. In order to avoid the Russia-Ukraine war,<b>Of Ukraine's 100 richest people, 96 have already fled with their families to places like Cyprus, Nice, Vienna, Zurich, London and Munich.</b></p><p>In the wake of the negative news, Zelensky's public approval rating plummeted to 20%.</p><p>The promises made by Zelensky three years ago are now lies and deceptions, and the hearts and minds harvested by excellent performances will eventually be dissipated by the illusory ending.</p><p><b>Perhaps, now, he was praying for the director to shout, \"Card.\"</b></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b7facfcc07040de2a007bca76b3e16f4","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123216907","content_text":"泽连斯基似乎在用自己的亲身经历向我们演绎：喜剧的内核是悲剧。乌克兰总统泽连斯基在当上乌克兰总统之前演过乌克兰总统。2015年，乌克兰播出了一部喜剧剧集，一经推出就得到了乌克兰人民的喜爱，成为了当年的收视率冠军，而其中的男主角正是由泽连斯基出演。2019年，泽连斯基顺利从喜剧演员跨界成为乌克兰总统。如今，三年过去了，他似乎在用自己的亲身经历向我们演绎：喜剧的内核是悲剧。国民演员弗拉基米尔·亚历山德罗维奇·泽连斯基，1978年1月25日出生于乌克兰（当时还在苏联）第聂伯罗彼得罗夫斯克州克里沃罗格市，现年仅44岁。他出生于一个富裕家庭，父母都是犹太人，父亲是克里沃罗格经济学院的教授，母亲是工程师。出生在这样富裕的家庭里，泽连斯基比大多数乌克兰的人都要幸福。高中毕业后，他进入基辅经济大学法学院学习。与此同时，他的创作和喜剧天赋引起了乌克兰著名娱乐节目团队KVN的注意。1997年，他与KVN的成员共同创建了“95又四分之一”组合，并担任队长。前苏联解体后，“95又四分之一”在独联体国家巡回演出大受好评，他也由此成为乌克兰娱乐圈最有影响力的演艺明星之一。2003年，“95又四分之一”组合成立了工作室，从事电视内容生产、电影制作和娱乐节目巡演等，泽连斯基也由此成为其所有者和经理，并出演多部电视剧。此时，泽连斯基已成为乌克兰演艺界的冉冉升起的一颗明星。2005年，泽连斯基加入乌克兰电视频道，随后泽连斯基凭借自己的能力担任节目的主要演员及剧本的创作人。随着收视率稳步上升，泽连斯基在乌克兰演艺界也有了一定的地位。2011年他以“95四分之一”负责人的身份登上了乌克兰《福克斯》的封面。不过真正让泽连斯基家喻户晓的，是他2015年的一部电视剧，也正是这部剧，为泽连斯基的总统之路奠定了坚实的基础。2015年，泽连斯基编写了一部剧本——《瓦夏的故事》又称《人民公仆》，这是一部政治讽刺喜剧。故事的内容十分简单，一位普通的乌克兰中学的历史老师瓦夏，在一次与同事辩论国家政治的时候被学生拍成了视频上传至网络而意外走红，所有的乌克兰人都希望有一位正直、敢说实话的人当总统，瓦夏就因此被选举成为了乌克兰总统，并一路成为一名真正的正直又有作为的人民公仆。在这部剧里，泽连斯基用相当辛辣的风格刻画了乌克兰国内寡头横行、政治家腐败的情况，因此收获了许多乌克兰人民的喜爱。就连国内某瓣评分也显示，《人民公仆》有着高达9.0的评分，这也让泽连斯基一跃成为乌克兰人尽皆知的国民喜剧演员，堪称乌克兰的卓别林。竞选总统也不知是不是入戏太深，泽连斯基竟真的做起了总统梦。2018年，泽连斯基成立了自己用于竞选的党派“人民公仆”。党派总部位于基辅一个狭小的办公室，所有人都是政坛新手。2019年3月27日，在乌克兰总统大选第一轮开始的前两天，该剧的第三季开播之日，泽连斯基在自己的社交账号上发布了团队合照。由于根据乌克兰的相关规定，选举前一日为“静默日”，任何选举人不得做宣传，但是泽连斯基却用这种方式成功的绕开了这个条例……有“瓦夏”这样“开挂”的场外支持，泽连斯基的竞选之路畅通无阻，零经验？没关系，瓦夏也是。被怀疑背后有大企业支持？没关系，瓦夏也是。被各方群起而批评？没关系，瓦夏也是。更重要的是，瓦夏这位网红老师以60%的得票率当选了总统，而泽连斯基以惊人的73.3%的得票率当选总统，几乎跟2018年在全无竞争对手情况下第四次当总统的普京持平（得票率76.69%）原因为何？泽连斯基能以高得票率当选总统的原因之一是他曾“出演过一位优秀的总统”，其形象深入千家万户的心。不过仅仅靠演员的人望肯定是不够的。让我们把目光回看到2019年乌克兰总统选举的一年。这一年胜算最大的“参赛选手”有3位：时任总统波罗申科、“美女政治家”季莫申科以及泽连斯基。值得一提的是，其他两位还有另一个称号：“巧克力大王”和“天然气公主”，都是靠乌克兰国企私有化浪潮崛起的寡头政治家。波罗申科季莫申科大选那一年，曾多次担任乌克兰总理的季莫申科第三次选举总统，可惜的是在第一轮就败下阵来。少了一个竞争对手对于泽连斯基来说是一大利好。随后，在第二轮投票之前，泽连斯基更是创造了一个历史名场面。2019年4月19日，泽连斯基和波罗申科在乌克兰首都奥林匹克体育场进行一场电视直播的公开辩论，这是在投票前的最后一次公开活动，因此两位候选人都十分重视。在辩论关于乌克兰的国防问题和克里米亚问题时，泽连斯基怒斥波罗申科统治不力，没有解决顿巴斯地区冲突；对方则嘲笑如果他上台，也好不到哪去，恐怕要向普京下跪。令波罗申科没有想到的是，泽连斯基竟突然使用了一个狠招。泽连斯基听到这句话后往前走了两步，突然跪了下去，并表示：“我从来不会向普京下跪，我只会向乌克兰的人民下跪。”这种英勇气势，让乌克兰人以为他们遇到了真命天子。此时的乌克兰人似乎还不知道，长时间在荧幕上的锻炼使得泽连斯基的反应能力非常迅速，这一切只不过是泽连斯基的“freestyle”。不过当时，有不少乌克兰民众对泽连斯基抱有很大的信心。正如当年拜登当选一样，并非是民众支持他，而是为了反对特朗普不得不选择他。也就是说，乌克兰民众当时也没得选，为了反对波罗申科，只能把选票投给泽连斯基，同时也对这位年轻的演员寄予了厚望。不少海外网友在YouTube上表示：“或许是因为乌克兰人看厌了政客们在政坛上的喜剧表演，所以选了一位喜剧演员来表演。”现实如何？泽连斯基当选上总统之后做的怎么样呢？让我们先来看看泽连斯基在竞选时给民众承诺的三件事：1.尽快地结束乌东地区的战火，结束顿巴斯地区的流血冲突；2.加大经济领域的改革，使乌克兰的经济迈上一个新的台阶，增加民众兜里的钱；3.加大国内的反腐败力度，尤其是要向那些垄断政经和社会的寡头们开刀，还社会以公平。后来的故事，我们也都知道了，泽连斯基给乌克兰民众画的一张大饼，终究还是被他自己撕碎了：1.顿巴斯地区成为了这次俄乌冲突的引爆点，泽连斯基妄想靠着北约和美欧的力量收回乌东地区，拿国家的命运做豪赌，把乌克兰再次推向国家分裂的险境，才一天，乌克兰几乎已经到了“亡国”的边缘。然后便有了泽连斯基说普京不接他电话的电视演讲。2.泽连斯基上台后，2020年乌克兰的GDP较2019年下降了30%，人均收入位于欧洲垫底，甚至只能依靠国际货币基金组织80亿美元的贷款来过日子。3.承诺的打击寡头势力更是一个笑话，泽连斯基上台后人们才发现他本是就是犹太寡头势力的代言人，其所有竞选资金都是由他之前电视台的老板——一位犹太寡头所提供的，而在泽连斯基上台后，也投桃报李地将许多电信产业交给了自己的幕后金主。不过最近乌克兰的寡头人数确实是骤降，为了躲避俄乌战争，乌克兰最富有的100名富豪中，已经有96名拖家带口逃到了塞浦路斯、尼斯、维也纳、苏黎世、伦敦和慕尼黑等地。在传出这些负面新闻之后，泽连斯基的民意支持率暴跌到了20%。三年前泽连斯基许下的诺言，如今成了谎言和欺骗，用出色的表演所收割的民心终究也要因为虚幻的结局而散尽。或许，现在的他正在祈求导演能够尽快喊一声：“卡。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005821459,"gmtCreate":1642242366123,"gmtModify":1676533695406,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005821459","repostId":"2203715446","repostType":4,"repost":{"id":"2203715446","kind":"highlight","pubTimestamp":1642151893,"share":"https://ttm.financial/m/news/2203715446?lang=en_US&edition=fundamental","pubTime":"2022-01-14 17:18","market":"sh","language":"zh","title":"The Nasdaq pullback comes as these low-valued tech stocks are turning on \"gold-sucking\" mode","url":"https://stock-news.laohu8.com/highlight/detail?id=2203715446","media":"智通财经网","summary":"近期美股市场高估值科技股暴跌，这一趋势似乎为低估值老牌科技股的“逆流而上”增添了新的驱动力。这些科技公司大部分拥有高额的利润，但股票交易价格相比于高估值科技股往往处于较低水平。PC市场两大巨头惠普和戴","content":"<p><html><head></head><body>The recent plunge in highly valued tech stocks in the U.S. stock market seems to have added a new twist to the \"upstream\" of low-valued established tech stocks<a href=\"https://laohu8.com/S/838275\">driving force</a>。 Most of these technology companies have high profits, but their stocks tend to trade at a low level compared to highly valued technology stocks.</p><p>The Two Giants of the PC Market<a href=\"https://laohu8.com/S/HPQ\">HP</a>And<a href=\"https://laohu8.com/S/DELL\">Dell</a>Technology is a rare winner among tech stocks this year, and the recent surge in U.S. bond yields has prompted investors to turn to cheaper companies with higher profit levels, while starting to sell off highly valued tech stocks that have outperformed the broader market during the pandemic.</p><p>For these two PC giants, PC shipments hit a new high in nearly 10 years in 2021 also played a role in boosting their share price against the trend. The latest statistics released by IDC yesterday showed that global personal computer (PC) shipments increased by 14.8% year-on-year to 349 million units in 2021, a new high since 2012.</p><p>\"We found better equity allocation targets in high-quality growth areas,\" said Kevin Caron, senior portfolio investment fund manager at Washington Crossing Advisors, which has $7 billion in assets under management. \"<b>Low-valued tech stocks are chosen because we can find companies with low debt levels, high profitability levels, and predictable businesses. \"</b></p><p>According to statistics,<b>The tech-heavy Nasdaq 100 is down 5.05% this year, while PC giants HP and Dell are up 2.73% and 7.12%, respectively</b>The latest data shows that the expected P/E of both companies for the next 12 months is less than nine times the level, and both stocks easily outperformed the Nasdaq 100 index in the half-year period.</p><p><img src=\"https://static.tigerbbs.com/a03507a7540adce23b71c2e6190aafef\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p><b>Another Undervalued Tech Stock<a href=\"https://laohu8.com/S/VMW\">Weirui</a>This year, it has risen 6.49%, far outpacing the Nasdaq 100.</b>On Thursday, Monness Crespi Hardt & Co upgraded the stock to Buy. While investors have been eyeing software companies with high growth trends, the investment agency wrote: \"We now believe the market will begin to focus more on the company's unique value proposition.\"</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>\"Some value stock valuations are the lowest relative growth stocks since the tech bubble,\" David Kelly, chief global strategist at Asset Management, wrote in a note this week, adding that large tech stocks, including<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And high-profile companies like Alphabet, with a higher risk rating than it was three years ago, while potential returns may be lower. \"</p><p>Toni Sacconaghi, an analyst at Bernstein, advised investors to have a recent investing style towards undervalued technology stocks, writing: \"Of the 20% of stocks with the lowest valuations,<b>The 5-year earnings growth estimate is the highest expected level in more than 10 years.</b>Sacconaghi also wrote in the research note: \"These stocks underperformed in the second half of 2021, while the valuation gap between growth and value stocks showed a significant widening trend.\"</p><p>Sacconaghi believes that the most expensive companies in the industry will face more risks, but HP,<a href=\"https://laohu8.com/S/IBM\">IBM</a>And established technology companies such as Dell have a good risk profile and ample room for valuation uplift,<b>He upgraded his rating on the stocks to \"outperform\" from the previous \"flat\" rating</b>。 According to statistics, IBM has gained 0.82% slightly this year and still outperforms the Nasdaq 100.</p><p>Of course, there are still views on Wall Street in favor of highly valued tech stocks.<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Long-term yields are likely to rise only slightly, meaning there is limited risk of further corrections in growth stock valuations, strategists said Thursday. They believe there is still upside for growth stocks during the slowdown.</p><p></body></html></p>","source":"highlight_zhitongcaijin","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 Nasdaq pullback comes as these low-valued tech stocks are turning on \"gold-sucking\" mode</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 Nasdaq pullback comes as these low-valued tech stocks are turning on \"gold-sucking\" mode\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经网</strong><span class=\"h-time small\">2022-01-14 17:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The recent plunge in highly valued tech stocks in the U.S. stock market seems to have added a new twist to the \"upstream\" of low-valued established tech stocks<a href=\"https://laohu8.com/S/838275\">driving force</a>。 Most of these technology companies have high profits, but their stocks tend to trade at a low level compared to highly valued technology stocks.</p><p>The Two Giants of the PC Market<a href=\"https://laohu8.com/S/HPQ\">HP</a>And<a href=\"https://laohu8.com/S/DELL\">Dell</a>Technology is a rare winner among tech stocks this year, and the recent surge in U.S. bond yields has prompted investors to turn to cheaper companies with higher profit levels, while starting to sell off highly valued tech stocks that have outperformed the broader market during the pandemic.</p><p>For these two PC giants, PC shipments hit a new high in nearly 10 years in 2021 also played a role in boosting their share price against the trend. The latest statistics released by IDC yesterday showed that global personal computer (PC) shipments increased by 14.8% year-on-year to 349 million units in 2021, a new high since 2012.</p><p>\"We found better equity allocation targets in high-quality growth areas,\" said Kevin Caron, senior portfolio investment fund manager at Washington Crossing Advisors, which has $7 billion in assets under management. \"<b>Low-valued tech stocks are chosen because we can find companies with low debt levels, high profitability levels, and predictable businesses. \"</b></p><p>According to statistics,<b>The tech-heavy Nasdaq 100 is down 5.05% this year, while PC giants HP and Dell are up 2.73% and 7.12%, respectively</b>The latest data shows that the expected P/E of both companies for the next 12 months is less than nine times the level, and both stocks easily outperformed the Nasdaq 100 index in the half-year period.</p><p><img src=\"https://static.tigerbbs.com/a03507a7540adce23b71c2e6190aafef\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p><b>Another Undervalued Tech Stock<a href=\"https://laohu8.com/S/VMW\">Weirui</a>This year, it has risen 6.49%, far outpacing the Nasdaq 100.</b>On Thursday, Monness Crespi Hardt & Co upgraded the stock to Buy. While investors have been eyeing software companies with high growth trends, the investment agency wrote: \"We now believe the market will begin to focus more on the company's unique value proposition.\"</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>\"Some value stock valuations are the lowest relative growth stocks since the tech bubble,\" David Kelly, chief global strategist at Asset Management, wrote in a note this week, adding that large tech stocks, including<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And high-profile companies like Alphabet, with a higher risk rating than it was three years ago, while potential returns may be lower. \"</p><p>Toni Sacconaghi, an analyst at Bernstein, advised investors to have a recent investing style towards undervalued technology stocks, writing: \"Of the 20% of stocks with the lowest valuations,<b>The 5-year earnings growth estimate is the highest expected level in more than 10 years.</b>Sacconaghi also wrote in the research note: \"These stocks underperformed in the second half of 2021, while the valuation gap between growth and value stocks showed a significant widening trend.\"</p><p>Sacconaghi believes that the most expensive companies in the industry will face more risks, but HP,<a href=\"https://laohu8.com/S/IBM\">IBM</a>And established technology companies such as Dell have a good risk profile and ample room for valuation uplift,<b>He upgraded his rating on the stocks to \"outperform\" from the previous \"flat\" rating</b>。 According to statistics, IBM has gained 0.82% slightly this year and still outperforms the Nasdaq 100.</p><p>Of course, there are still views on Wall Street in favor of highly valued tech stocks.<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Long-term yields are likely to rise only slightly, meaning there is limited risk of further corrections in growth stock valuations, strategists said Thursday. They believe there is still upside for growth stocks during the slowdown.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/641093.html\">智通财经网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"03086":"华夏纳指","QQQ":"纳指100ETF","TQQQ":"纳指三倍做多ETF","TTTN":"老虎中美互联网巨头ETF","BK4550":"红杉资本持仓","BK4561":"索罗斯持仓","SQQQ":"纳指三倍做空ETF","BK4534":"瑞士信贷持仓",".IXIC":"NASDAQ Composite","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://www.zhitongcaijing.com/content/detail/641093.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2203715446","content_text":"近期美股市场高估值科技股暴跌，这一趋势似乎为低估值老牌科技股的“逆流而上”增添了新的驱动力。这些科技公司大部分拥有高额的利润，但股票交易价格相比于高估值科技股往往处于较低水平。PC市场两大巨头惠普和戴尔科技是今年科技股中少有的赢家，近期美债收益率的飙升促使投资者纷纷转向价格更便宜、利润水平更高的企业，同时开始抛售那些在新冠疫情期间表现优于大盘的高估值科技股。对于这两大PC巨头来说，2021年PC出货量创近10年新高也对其股价逆势上涨起到推动作用，IDC昨日公布的最新统计数据显示，2021年全球个人电脑(PC)出货量同比增长了14.8%，达到3.49亿台，创2012年以来新高。“我们在高质量增长领域找到了更好的股票配置标的。”Washington Crossing Advisors高级组合投资基金经理Kevin  Caron表示，该公司管理着70亿美元规模的资产。“之所以选择低估值科技股，是因为我们可以找到债务水平低、盈利水平高、业务具备可预测性的公司。”据统计，今年以来，以科技股为主的纳斯达克100指数跌幅达5.05%，与此同时，惠普和戴尔两家PC巨头分别上涨2.73%和7.12%，最新数据显示两家公司未来12个月预期市盈率均不到9倍水平，这两只股票在半年期都轻松跑赢纳斯达克100指数。另一只低估值科技股威睿今年以来涨幅达6.49%，远超纳斯达克100指数。周四，Monness Crespi Hardt &  Co将该股评级上调为“买入”。虽然投资者一直关注高增长趋势的软件公司，但该投资机构写道：“我们现在相信，市场将开始更多地关注该公司独特的价值主张。”摩根大通资产管理首席全球策略师David  Kelly本周在一份报告中写道：“部分价值股估值是自科技股泡沫以来相对成长股的最低水平。”他补充称，大型科技股，包括苹果、微软、亚马逊和Alphabet等知名公司，风险等级比三年前更高，而潜在回报率可能降低。”Bernstein分析师Toni  Sacconaghi建议投资者近期投资风格偏向估值较低的科技股，他在报告中写道：“在估值最低的这20%股票之中，5年期的盈利增长预期为10多年来最高的预期水平。”Sacconaghi在研究报告中还写到：“这些股票在2021年下半年表现不佳，同时成长股和价值股之间的估值差呈显著扩大趋势。”Sacconaghi认为，行业之中估值最昂贵的公司将面临更多风险，但惠普、IBM 和戴尔这些老牌科技公司的风险状况良好且估值抬升空间足，他对这些股票的评级从之前的“与大盘持平”上调至“跑赢大盘”。据统计，IBM今年以来小幅上涨0.82%仍跑赢纳斯达克100指数。当然，华尔街仍有支持高估值科技股的观点。高盛策略师们周四表示，长期收益率可能只会小幅上升，这意味着成长型股票估值的进一步调整风险有限。他们认为，经济增长放缓期间成长股仍然有上行空间。","news_type":1,"symbols_score_info":{"03086":1,".IXIC":1,"NQmain":1,"QNETCN":1,"QQQ":1,"SQQQ":1,"TQQQ":1,"TTTN":1}},"isVote":1,"tweetType":1,"viewCount":1235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935964684,"gmtCreate":1663027531948,"gmtModify":1676537184549,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9935964684","repostId":"2267637899","repostType":4,"isVote":1,"tweetType":1,"viewCount":1084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907828522,"gmtCreate":1660177019968,"gmtModify":1703478717023,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907828522","repostId":"1179256933","repostType":4,"isVote":1,"tweetType":1,"viewCount":1171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901342021,"gmtCreate":1659142824263,"gmtModify":1676536263539,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"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/9901342021","repostId":"1137777521","repostType":4,"isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055632889,"gmtCreate":1655263005541,"gmtModify":1676535599758,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"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/9055632889","repostId":"1134107167","repostType":4,"repost":{"id":"1134107167","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":1655251114,"share":"https://ttm.financial/m/news/1134107167?lang=en_US&edition=fundamental","pubTime":"2022-06-15 07:58","market":"hk","language":"zh","title":"Last Night This Morning | Late Night Heavy! The White House suddenly stated that China's assets were violently pulled","url":"https://stock-news.laohu8.com/highlight/detail?id=1134107167","media":"老虎资讯综合","summary":"摘要：①隔夜美股涨跌不一，纳指涨0.18%，道指跌0.5%，中概股雄起，新东方涨近25%；②美油跌1.65%，布油跌0.9%，黄金期货收跌1%；③美媒：拜登告诉内阁成员，他倾向于放宽特朗普时期部分对华","content":"<p><html><head></head><body>Abstract: ① U.S. stocks rose and fell mixed overnight, with Nasdaq rising 0.18%, Dow falling 0.5%, and Chinese stocks rising.<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Up nearly 25%; ② U.S. oil fell 1.65%, Brent oil fell 0.9%, and gold futures closed down 1%; ③ US media: Biden told cabinet members that he was inclined to relax some tariffs on China during the Trump era; ④ The Minister of Agriculture of Ukraine warned that the conflict between Russia and Ukraine will lead to the reduction of wheat production in Ukraine for three consecutive quarters. Overseas markets</p><p>1. PPI data strengthens the radical rate hike expectation that the Nasdaq index is still on the bear road, and the Nasdaq rose slightly against the market</p><p>Investors await the results of the Federal Reserve's monetary policy meeting on Wednesday, with markets expecting a 75 basis point probability higher than 90% for rate hike. U.S. PPI data for May showed inflationary pressures remained high, reinforcing the Fed's case for maintaining its aggressive rate hike stance.</p><p>By the close, the Nasdaq was up 0.18%, the Dow was down 0.5% and the S&P 500 was down 0.38%.</p><p>Big tech stocks are mixed,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>up 0.67%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>up 0.92%,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Up 0.30%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>down 1.31% and Meta down 0.32%. Most new energy vehicle stocks closed higher,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>up 2.39%, Lucid up 1.78% and Rivian up 1.83%.</p><p>2. Zhonghai Xiongqi New Oriental rose nearly 25%</p><p>On the evening of June 14, the White House suddenly said that the United States was ready to fight inflation and that some \"irresponsible\" tariffs imposed by former President Trump were being discussed. This has heated up expectations of tariff relief again.</p><p>Most of the popular Chinese stocks that fell back on Monday rebounded strongly and performed significantly better than the broader market, with the Nasdaq Golden Dragon China Index closing up nearly 6.9%.</p><p>Of the four constituent stocks of the Nasdaq 100,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>It closed up about 12%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>closed up nearly 6.8%,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>Up nearly 6.1%,<a href=\"https://laohu8.com/S/NTES\">Netease</a>Up nearly 3.8%.</p><p>Among other stocks, New Oriental, which rose more than 5% against the market on Monday, closed up nearly 25%, and Netease<a href=\"https://laohu8.com/S/DAO\">Youdao</a>Up more than 20%,<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>Up nearly 20%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars rose more than 16%,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>Education rose by more than 15%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up nearly 11%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Over 10%, Station B rose by nearly 10%, Ctrip rose by nearly 8%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>rose by more than 7%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up nearly 7%,<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>rose by more than 6%,<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Up nearly 5%,<a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>、<a href=\"https://laohu8.com/S/XNET\">Thunder</a>rose by more than 4%,<a href=\"https://laohu8.com/S/DDL\">Ding dong shopping for groceries</a>It rose more than 3%, Weibo rose more than 2%,<a href=\"https://laohu8.com/S/HUYA\">Tiger tooth</a>It rose more than 1%.</p><p>3. Major European stock indexes collectively closed lower, and Germany's DAX30 index fell 0.91%</p><p>Major European stock indexes closed down collectively, with Germany's DAX30 index falling 0.91%,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index fell 0.27%, the French CAC40 fell 1.2% and the European Stoxx 50 fell 0.77%.</p><p>4. New York crude oil futures prices closed down 1.65% on Tuesday</p><p>Crude oil futures prices closed lower on Tuesday.</p><p>In the end, US WTI July crude oil futures closed down 1.65% to $118.93/barrel, a new low since June 6th, and closed below $120 for the first time since June 7th; Brent August crude oil futures closed down 0.90% at $121.17/barrel, a new low since June 7th.</p><p>5. New York gold futures closed down 1% on Wednesday, and the Fed's rate hike expected pressure</p><p>Gold futures prices in New York closed lower on Tuesday. The dollar continued to climb and hit 20-year highs, undermining the safe-haven appeal of gold to investors. The Federal Reserve will release the results of its monetary policy meeting on Wednesday, and markets are betting on a significant Fed rate hike.</p><p>In the end, COMEX August gold futures closed down 1.0% at $1,813.50/oz. Although the decline was less than the biggest daily decline since March 9th, which closed down 2.3% on Monday, it still hit a new low for the main contract closing since May 13th, and closed below $1,820 for the first time since May 18th.</p><p>6. Is the Fed's radical rate hike on its way? the US Dollar Index continues to hit a new high in nearly 20 years</p><p>the US Dollar Index brushed its highest level in nearly two decades on Tuesday as concerns about the Federal Reserve's tightening path mounted after U.S. inflation data hit its highest level in more than four decades in May.</p><p>ICE the US Dollar Index gained more than 0.1% intraday on Tuesday, climbing to 105.48 at one point during the day, its highest level since December 2002.</p><p>Michael Brown, head of market intelligence at hedge fund Caxton's London division, said: \"The dollar remains the best performing currency in the foreign exchange market, and the Fed's tough stance may provide the necessary catalyst for the dollar to move further higher.\"</p><p>International macro</p><p>1. US media: Biden tells cabinet members that he is inclined to relax some tariffs on China under Trump</p><p>According to the Global Network, the US Axios website exclusively reported on June 14th, local time, that Biden is inclined to relax some tariffs on China during the Trump era. People familiar with the matter broke the news that President Joe Biden said during a meeting with key members of his Cabinet in the Oval Office of the White House last week that he preferred to remove some products from the Trump-era list of tariffs on Chinese exports to the United States.</p><p>2. White House: Biden will visit the Middle East in mid-July</p><p>According to CCTV News, on June 14, local time, the White House issued a statement saying that U.S. President Joe Biden will visit the Middle East from July 13 to 16 and attend a summit co-hosted by the Cooperation Council of Gulf Arab States with Egypt, Iraq and Jordan. Biden will also meet with leaders in the Middle East.</p><p>The statement said the first stop of Biden's Middle East tour was Israel. After that, Biden will also visit the West Bank to consult with the Palestinian National Authority, followed by a trip to Saudi Arabia.</p><p>In addition, Biden will travel to Europe next week for the G7 summit and NATO summit.</p><p>3. The PPI growth rate in the United States remained high in May</p><p>On Tuesday, June 14th, data released by the U.S. Department of Labor showed that U.S. PPI increased by 10.8% year-on-year in May, slightly lower than the expected revised 10.9% increase from last month. It rose 0.4% month-on-month and was down from 0.8% the previous month. The data shows that inflation in the United States may remain at a high level for a long time.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>And<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Many investment banks expect the Fed to rate hike 75 basis points this week, which will be the largest rate hike since 1994.</p><p>4. The use of the Federal Reserve's reverse repo tool reached a new record of $2.224 trillion</p><p>The use of the Federal Reserve's overnight reverse repo vehicle hit a record high for the sixth straight session on Tuesday.</p><p>The 97 participants spent $2.224 trillion, up from the record of $2.213 trillion set on June 13. The instrument, which has an interest rate of 0.80%, helps to temporarily reduce reserve balances in the banking system.</p><p>5. WHO will assess whether the monkeypox epidemic constitutes a \"public health emergency of international concern\"</p><p>The World Health Organization said on the 14th that it will hold a meeting of the WHO Emergency Committee on the 23rd of this month to assess whether the current monkeypox outbreak in many countries around the world constitutes a \"public health emergency of international concern\".</p><p>WHO Director-General Tedros Adhanom Ghebreyesus said at a press conference on the 14th that the global outbreak of monkeypox epidemic is unusual and worrying. According to the provisions of the International Health Regulations, the WHO Emergency Committee decided to hold a meeting on the 23rd to assess whether the current monkeypox epidemic constitutes a \"public health emergency of international concern\".</p><p>6. Russian presidential aide: Putin has no plans to meet with Biden</p><p>On June 14, local time, Russian Presidential Assistant Ushakov briefed Russian President Vladimir Putin's schedule of activities in the coming period, including attending the BRICS Leaders' Summit, the Summit of Heads of Member States of Shanghai Cooperation Organization to be held in September and the Council of Heads of State of CIS Member States to be held in October.</p><p>Ushakov pointed out that Putin has no plans to meet with U.S. President Joe Biden; The possibility of meeting with Ukrainian President Volodymyr Zelensky is not ruled out, but preparations need to be made accordingly.</p><p>7. Russia's gas transmission through the \"Nord Stream\" natural gas pipeline may drop by 40%, and European natural gas prices rose by 20%</p><p>European gas prices rose 20% to top 100 euros/MWh. According to media reports, Russia's gas transmission through the Nord Stream natural gas pipeline may drop by 40%.</p><p>According to CCTV News, Gazprom said that the gas transmission volume of the \"Nord Stream\" natural gas pipeline may drop from 167 million cubic meters per day to 100 million cubic meters per day. The main reason for the decline in gas transmission volume is that Germany<a href=\"https://laohu8.com/S/0P6M.UK\">Siemens AG</a>The gas pumping units sent for repair were not shipped back to Russia in time, resulting in only three gas pumping units in operation at the Poldovaya natural gas compression station at present.</p><p>8. Suez Canal Authority of Egypt: Reduction or exemption of tolls for some passing ships</p><p>According to CCTV news reports, on June 14th, local time, the Suez Canal Authority of Egypt issued a statement announcing the reduction or exemption of tolls generated by some ships sailing through the canal.</p><p>According to the statement, oil and natural gas carriers coming from or sailing to U.S. seaports, Caribbean seaports, and sailing to western ports in the South Asian subcontinent (Karachi Port in Pakistan, Cochin Port in India, etc.) will receive a 35% reduction in general transportation toll charges. The Suez Canal Authority also announced the extension of toll relief for LPG carriers until the end of 2022, ranging from 20% to 75%.</p><p>Situation between Russia and Ukraine</p><p>1. The US and G7 partners are studying tougher sanctions against Russia</p><p>Ukrainian President Volodymyr Zelensky said in an interview with German media on the 13th local time that Uzbekistan is willing to continue bilateral negotiations with Russia, but on the condition that Russia is ready to end the war.</p><p>U.S. President Joe Biden extended unilateral sanctions against the Belarusian government for another year on June 13, according to documents released by the White House.</p><p>2. Zelensky had a phone call with Canadian Prime Minister Trudeau</p><p>On the 14th local time, Ukrainian President Volodymyr Zelensky had a phone call with Canadian Prime Minister Trudeau to discuss the defense cooperation between the two sides and the next steps to coordinate the response to Russia.</p><p>Ukrainian President Volodymyr Zelensky made the announcement on his social media and thanked Canada for its support.</p><p>3. Ukrainian Agriculture Minister warns: Russia-Ukraine conflict will lead to Ukrainian wheat production reduction for three consecutive quarters</p><p>Ukrainian Agriculture Minister Mykola Solskyi said in an interview recently that the Russia-Ukraine conflict has prevented most Ukrainian wheat from entering the market, and the global wheat shortage will continue for at least three quarters, thus pushing prices to record levels.</p><p>Ukraine is an important global food supplier. However, after the Russia-Ukraine conflict broke out, the country's maritime grain export routes were blocked by Russia, and it is also facing a series of other problems, such as insufficient grain storage space.</p><p>4. Deputy Minister of Defense of Ukraine: At present, only 10% of the total amount of weapons and equipment claimed by Western countries have been received</p><p>On the 14th local time, Ukrainian Deputy Defense Minister Marial said in a TV program that at present, Ukraine has only received 10% of the total amount of weapons and equipment claimed by Western countries.</p><p>5. The Russian Ministry of Foreign Affairs announced that 49 British citizens were added to the sanctions list</p><p>On the 14th local time, the Russian Foreign Ministry issued a statement announcing that 49 people from the British media and the British defense and military industry departments would be included in the sanctions list.</p><p>According to a statement published on the Russian Foreign Ministry's website, the Russian Foreign Ministry added 29 people from British media such as the Guardian to the banned entry list. The reason was that these individuals were involved in deliberately spreading false and one-sided information about Russia and Ukraine, fueling Russophobia in British society.</p><p>In addition, 20 British defence military industry personnel, including Secretary of State for Defence Jeremy Quinn, have also been placed on the sanctions list for their involvement in the decision to supply weapons to Ukraine.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2243603782\" target=\"_blank\">Tesla's plans to sell electric cars in India shelved Company's India policy chief resigns</a></p><p>A key executive who led Tesla's lobbying efforts in India has resigned weeks after Tesla shelved plans to sell electric vehicles there, two people familiar with the matter said. Manuj Khurana, Tesla's head of policy and business development in India, was reportedly hired in March 2021 and played a key role in developing plans for Tesla to enter the Indian market. For over a year, Khurana lobbied the Indian government to cut import taxes on electric vehicles from as much as 100 percent to 40 percent. The Indian government insists that Tesla must first commit to producing cars locally in India before offering concessions. Tesla has shelved plans to sell cars in India as talks stalled.</p><p>2、<a href=\"https://laohu8.com/NW/1181906548\" target=\"_blank\">Musk: Lucid and Rivian are headed for bankruptcy unless they change significantly</a></p><p>According to Electrek, Elon Musk said in an interview with Tesla's Silicon Valley Owners Club that \"unless there are major changes to Rivian and Lucid, they will both go bankrupt.\" He added, \"I wish they could do something about it, but unless they can cut costs significantly, they will be in big trouble and will end up in the car graveyard like Tesla and other car companies outside of Ford.\"</p><p>3、<a href=\"https://laohu8.com/NW/1105564474\" target=\"_blank\">Buffett's lunch auction bid has exceeded $3 million</a></p><p>Warren Buffett's last charity lunch auction started at 10:30 on June 13th, Beijing time, and is expected to end at 10:30 on June 18th. according to<a href=\"https://laohu8.com/S/EBAY\">eBay</a>Website information, the current bidding price has exceeded $3 million.</p><p>4、<a href=\"https://laohu8.com/NW/2243270611\" target=\"_blank\">Live broadcast room exploded out of the circle East Buy 50,000 monthly salary recruitment anchor</a></p><p>In the past seven days, East Buy has risen to 1.579 million powders. After the famous teacher represented by Dong Yuhui left the circle, the road of marketization in East Buy also set sail simultaneously.<a href=\"https://laohu8.com/S/01797\">New Oriental Online</a>Its brand East Buy also began to publish recruitment information on recruitment websites, showing that East Buy gave<a href=\"https://laohu8.com/S/DYIN\">TikTok</a>The monthly salary offered by bilingual anchors is 50,000-60,000 yuan.</p><p>5、<a href=\"https://laohu8.com/NW/2243939484\" target=\"_blank\">Buffett donates about $4 billion worth of Berkshire shares to foundation</a></p><p>Warren Buffett has donated 14,414,136 Berkshire Hathaway Class B shares to five foundations, Berkshire said, according to Reuters. It is calculated that the value of these shares will reach about $4 billion.</p><p>6、<a href=\"https://laohu8.com/NW/2243988878\" target=\"_blank\">Coca-Cola delays IPO of African company until 2023</a></p><p>The Coca-Cola Company has released a statement saying it will postpone plans for Coca-Cola African Beverages (CCBA) to go public through an IPO. Coca-Cola said it will continue to evaluate macroeconomic conditions to determine the timing of future listings in 2023, with CCBA's IPO plans remaining unchanged.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last Night This Morning | Late Night Heavy! The White House suddenly stated that China's assets were violently pulled</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast Night This Morning | Late Night Heavy! The White House suddenly stated that China's assets were violently pulled\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-06-15 07:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① U.S. stocks rose and fell mixed overnight, with Nasdaq rising 0.18%, Dow falling 0.5%, and Chinese stocks rising.<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Up nearly 25%; ② U.S. oil fell 1.65%, Brent oil fell 0.9%, and gold futures closed down 1%; ③ US media: Biden told cabinet members that he was inclined to relax some tariffs on China during the Trump era; ④ The Minister of Agriculture of Ukraine warned that the conflict between Russia and Ukraine will lead to the reduction of wheat production in Ukraine for three consecutive quarters. Overseas markets</p><p>1. PPI data strengthens the radical rate hike expectation that the Nasdaq index is still on the bear road, and the Nasdaq rose slightly against the market</p><p>Investors await the results of the Federal Reserve's monetary policy meeting on Wednesday, with markets expecting a 75 basis point probability higher than 90% for rate hike. U.S. PPI data for May showed inflationary pressures remained high, reinforcing the Fed's case for maintaining its aggressive rate hike stance.</p><p>By the close, the Nasdaq was up 0.18%, the Dow was down 0.5% and the S&P 500 was down 0.38%.</p><p>Big tech stocks are mixed,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>up 0.67%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>up 0.92%,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Up 0.30%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>down 1.31% and Meta down 0.32%. Most new energy vehicle stocks closed higher,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>up 2.39%, Lucid up 1.78% and Rivian up 1.83%.</p><p>2. Zhonghai Xiongqi New Oriental rose nearly 25%</p><p>On the evening of June 14, the White House suddenly said that the United States was ready to fight inflation and that some \"irresponsible\" tariffs imposed by former President Trump were being discussed. This has heated up expectations of tariff relief again.</p><p>Most of the popular Chinese stocks that fell back on Monday rebounded strongly and performed significantly better than the broader market, with the Nasdaq Golden Dragon China Index closing up nearly 6.9%.</p><p>Of the four constituent stocks of the Nasdaq 100,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>It closed up about 12%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>closed up nearly 6.8%,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>Up nearly 6.1%,<a href=\"https://laohu8.com/S/NTES\">Netease</a>Up nearly 3.8%.</p><p>Among other stocks, New Oriental, which rose more than 5% against the market on Monday, closed up nearly 25%, and Netease<a href=\"https://laohu8.com/S/DAO\">Youdao</a>Up more than 20%,<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>Up nearly 20%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars rose more than 16%,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>Education rose by more than 15%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up nearly 11%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Over 10%, Station B rose by nearly 10%, Ctrip rose by nearly 8%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>rose by more than 7%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up nearly 7%,<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>rose by more than 6%,<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Up nearly 5%,<a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>、<a href=\"https://laohu8.com/S/XNET\">Thunder</a>rose by more than 4%,<a href=\"https://laohu8.com/S/DDL\">Ding dong shopping for groceries</a>It rose more than 3%, Weibo rose more than 2%,<a href=\"https://laohu8.com/S/HUYA\">Tiger tooth</a>It rose more than 1%.</p><p>3. Major European stock indexes collectively closed lower, and Germany's DAX30 index fell 0.91%</p><p>Major European stock indexes closed down collectively, with Germany's DAX30 index falling 0.91%,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index fell 0.27%, the French CAC40 fell 1.2% and the European Stoxx 50 fell 0.77%.</p><p>4. New York crude oil futures prices closed down 1.65% on Tuesday</p><p>Crude oil futures prices closed lower on Tuesday.</p><p>In the end, US WTI July crude oil futures closed down 1.65% to $118.93/barrel, a new low since June 6th, and closed below $120 for the first time since June 7th; Brent August crude oil futures closed down 0.90% at $121.17/barrel, a new low since June 7th.</p><p>5. New York gold futures closed down 1% on Wednesday, and the Fed's rate hike expected pressure</p><p>Gold futures prices in New York closed lower on Tuesday. The dollar continued to climb and hit 20-year highs, undermining the safe-haven appeal of gold to investors. The Federal Reserve will release the results of its monetary policy meeting on Wednesday, and markets are betting on a significant Fed rate hike.</p><p>In the end, COMEX August gold futures closed down 1.0% at $1,813.50/oz. Although the decline was less than the biggest daily decline since March 9th, which closed down 2.3% on Monday, it still hit a new low for the main contract closing since May 13th, and closed below $1,820 for the first time since May 18th.</p><p>6. Is the Fed's radical rate hike on its way? the US Dollar Index continues to hit a new high in nearly 20 years</p><p>the US Dollar Index brushed its highest level in nearly two decades on Tuesday as concerns about the Federal Reserve's tightening path mounted after U.S. inflation data hit its highest level in more than four decades in May.</p><p>ICE the US Dollar Index gained more than 0.1% intraday on Tuesday, climbing to 105.48 at one point during the day, its highest level since December 2002.</p><p>Michael Brown, head of market intelligence at hedge fund Caxton's London division, said: \"The dollar remains the best performing currency in the foreign exchange market, and the Fed's tough stance may provide the necessary catalyst for the dollar to move further higher.\"</p><p>International macro</p><p>1. US media: Biden tells cabinet members that he is inclined to relax some tariffs on China under Trump</p><p>According to the Global Network, the US Axios website exclusively reported on June 14th, local time, that Biden is inclined to relax some tariffs on China during the Trump era. People familiar with the matter broke the news that President Joe Biden said during a meeting with key members of his Cabinet in the Oval Office of the White House last week that he preferred to remove some products from the Trump-era list of tariffs on Chinese exports to the United States.</p><p>2. White House: Biden will visit the Middle East in mid-July</p><p>According to CCTV News, on June 14, local time, the White House issued a statement saying that U.S. President Joe Biden will visit the Middle East from July 13 to 16 and attend a summit co-hosted by the Cooperation Council of Gulf Arab States with Egypt, Iraq and Jordan. Biden will also meet with leaders in the Middle East.</p><p>The statement said the first stop of Biden's Middle East tour was Israel. After that, Biden will also visit the West Bank to consult with the Palestinian National Authority, followed by a trip to Saudi Arabia.</p><p>In addition, Biden will travel to Europe next week for the G7 summit and NATO summit.</p><p>3. The PPI growth rate in the United States remained high in May</p><p>On Tuesday, June 14th, data released by the U.S. Department of Labor showed that U.S. PPI increased by 10.8% year-on-year in May, slightly lower than the expected revised 10.9% increase from last month. It rose 0.4% month-on-month and was down from 0.8% the previous month. The data shows that inflation in the United States may remain at a high level for a long time.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>And<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Many investment banks expect the Fed to rate hike 75 basis points this week, which will be the largest rate hike since 1994.</p><p>4. The use of the Federal Reserve's reverse repo tool reached a new record of $2.224 trillion</p><p>The use of the Federal Reserve's overnight reverse repo vehicle hit a record high for the sixth straight session on Tuesday.</p><p>The 97 participants spent $2.224 trillion, up from the record of $2.213 trillion set on June 13. The instrument, which has an interest rate of 0.80%, helps to temporarily reduce reserve balances in the banking system.</p><p>5. WHO will assess whether the monkeypox epidemic constitutes a \"public health emergency of international concern\"</p><p>The World Health Organization said on the 14th that it will hold a meeting of the WHO Emergency Committee on the 23rd of this month to assess whether the current monkeypox outbreak in many countries around the world constitutes a \"public health emergency of international concern\".</p><p>WHO Director-General Tedros Adhanom Ghebreyesus said at a press conference on the 14th that the global outbreak of monkeypox epidemic is unusual and worrying. According to the provisions of the International Health Regulations, the WHO Emergency Committee decided to hold a meeting on the 23rd to assess whether the current monkeypox epidemic constitutes a \"public health emergency of international concern\".</p><p>6. Russian presidential aide: Putin has no plans to meet with Biden</p><p>On June 14, local time, Russian Presidential Assistant Ushakov briefed Russian President Vladimir Putin's schedule of activities in the coming period, including attending the BRICS Leaders' Summit, the Summit of Heads of Member States of Shanghai Cooperation Organization to be held in September and the Council of Heads of State of CIS Member States to be held in October.</p><p>Ushakov pointed out that Putin has no plans to meet with U.S. President Joe Biden; The possibility of meeting with Ukrainian President Volodymyr Zelensky is not ruled out, but preparations need to be made accordingly.</p><p>7. Russia's gas transmission through the \"Nord Stream\" natural gas pipeline may drop by 40%, and European natural gas prices rose by 20%</p><p>European gas prices rose 20% to top 100 euros/MWh. According to media reports, Russia's gas transmission through the Nord Stream natural gas pipeline may drop by 40%.</p><p>According to CCTV News, Gazprom said that the gas transmission volume of the \"Nord Stream\" natural gas pipeline may drop from 167 million cubic meters per day to 100 million cubic meters per day. The main reason for the decline in gas transmission volume is that Germany<a href=\"https://laohu8.com/S/0P6M.UK\">Siemens AG</a>The gas pumping units sent for repair were not shipped back to Russia in time, resulting in only three gas pumping units in operation at the Poldovaya natural gas compression station at present.</p><p>8. Suez Canal Authority of Egypt: Reduction or exemption of tolls for some passing ships</p><p>According to CCTV news reports, on June 14th, local time, the Suez Canal Authority of Egypt issued a statement announcing the reduction or exemption of tolls generated by some ships sailing through the canal.</p><p>According to the statement, oil and natural gas carriers coming from or sailing to U.S. seaports, Caribbean seaports, and sailing to western ports in the South Asian subcontinent (Karachi Port in Pakistan, Cochin Port in India, etc.) will receive a 35% reduction in general transportation toll charges. The Suez Canal Authority also announced the extension of toll relief for LPG carriers until the end of 2022, ranging from 20% to 75%.</p><p>Situation between Russia and Ukraine</p><p>1. The US and G7 partners are studying tougher sanctions against Russia</p><p>Ukrainian President Volodymyr Zelensky said in an interview with German media on the 13th local time that Uzbekistan is willing to continue bilateral negotiations with Russia, but on the condition that Russia is ready to end the war.</p><p>U.S. President Joe Biden extended unilateral sanctions against the Belarusian government for another year on June 13, according to documents released by the White House.</p><p>2. Zelensky had a phone call with Canadian Prime Minister Trudeau</p><p>On the 14th local time, Ukrainian President Volodymyr Zelensky had a phone call with Canadian Prime Minister Trudeau to discuss the defense cooperation between the two sides and the next steps to coordinate the response to Russia.</p><p>Ukrainian President Volodymyr Zelensky made the announcement on his social media and thanked Canada for its support.</p><p>3. Ukrainian Agriculture Minister warns: Russia-Ukraine conflict will lead to Ukrainian wheat production reduction for three consecutive quarters</p><p>Ukrainian Agriculture Minister Mykola Solskyi said in an interview recently that the Russia-Ukraine conflict has prevented most Ukrainian wheat from entering the market, and the global wheat shortage will continue for at least three quarters, thus pushing prices to record levels.</p><p>Ukraine is an important global food supplier. However, after the Russia-Ukraine conflict broke out, the country's maritime grain export routes were blocked by Russia, and it is also facing a series of other problems, such as insufficient grain storage space.</p><p>4. Deputy Minister of Defense of Ukraine: At present, only 10% of the total amount of weapons and equipment claimed by Western countries have been received</p><p>On the 14th local time, Ukrainian Deputy Defense Minister Marial said in a TV program that at present, Ukraine has only received 10% of the total amount of weapons and equipment claimed by Western countries.</p><p>5. The Russian Ministry of Foreign Affairs announced that 49 British citizens were added to the sanctions list</p><p>On the 14th local time, the Russian Foreign Ministry issued a statement announcing that 49 people from the British media and the British defense and military industry departments would be included in the sanctions list.</p><p>According to a statement published on the Russian Foreign Ministry's website, the Russian Foreign Ministry added 29 people from British media such as the Guardian to the banned entry list. The reason was that these individuals were involved in deliberately spreading false and one-sided information about Russia and Ukraine, fueling Russophobia in British society.</p><p>In addition, 20 British defence military industry personnel, including Secretary of State for Defence Jeremy Quinn, have also been placed on the sanctions list for their involvement in the decision to supply weapons to Ukraine.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2243603782\" target=\"_blank\">Tesla's plans to sell electric cars in India shelved Company's India policy chief resigns</a></p><p>A key executive who led Tesla's lobbying efforts in India has resigned weeks after Tesla shelved plans to sell electric vehicles there, two people familiar with the matter said. Manuj Khurana, Tesla's head of policy and business development in India, was reportedly hired in March 2021 and played a key role in developing plans for Tesla to enter the Indian market. For over a year, Khurana lobbied the Indian government to cut import taxes on electric vehicles from as much as 100 percent to 40 percent. The Indian government insists that Tesla must first commit to producing cars locally in India before offering concessions. Tesla has shelved plans to sell cars in India as talks stalled.</p><p>2、<a href=\"https://laohu8.com/NW/1181906548\" target=\"_blank\">Musk: Lucid and Rivian are headed for bankruptcy unless they change significantly</a></p><p>According to Electrek, Elon Musk said in an interview with Tesla's Silicon Valley Owners Club that \"unless there are major changes to Rivian and Lucid, they will both go bankrupt.\" He added, \"I wish they could do something about it, but unless they can cut costs significantly, they will be in big trouble and will end up in the car graveyard like Tesla and other car companies outside of Ford.\"</p><p>3、<a href=\"https://laohu8.com/NW/1105564474\" target=\"_blank\">Buffett's lunch auction bid has exceeded $3 million</a></p><p>Warren Buffett's last charity lunch auction started at 10:30 on June 13th, Beijing time, and is expected to end at 10:30 on June 18th. according to<a href=\"https://laohu8.com/S/EBAY\">eBay</a>Website information, the current bidding price has exceeded $3 million.</p><p>4、<a href=\"https://laohu8.com/NW/2243270611\" target=\"_blank\">Live broadcast room exploded out of the circle East Buy 50,000 monthly salary recruitment anchor</a></p><p>In the past seven days, East Buy has risen to 1.579 million powders. After the famous teacher represented by Dong Yuhui left the circle, the road of marketization in East Buy also set sail simultaneously.<a href=\"https://laohu8.com/S/01797\">New Oriental Online</a>Its brand East Buy also began to publish recruitment information on recruitment websites, showing that East Buy gave<a href=\"https://laohu8.com/S/DYIN\">TikTok</a>The monthly salary offered by bilingual anchors is 50,000-60,000 yuan.</p><p>5、<a href=\"https://laohu8.com/NW/2243939484\" target=\"_blank\">Buffett donates about $4 billion worth of Berkshire shares to foundation</a></p><p>Warren Buffett has donated 14,414,136 Berkshire Hathaway Class B shares to five foundations, Berkshire said, according to Reuters. It is calculated that the value of these shares will reach about $4 billion.</p><p>6、<a href=\"https://laohu8.com/NW/2243988878\" target=\"_blank\">Coca-Cola delays IPO of African company until 2023</a></p><p>The Coca-Cola Company has released a statement saying it will postpone plans for Coca-Cola African Beverages (CCBA) to go public through an IPO. Coca-Cola said it will continue to evaluate macroeconomic conditions to determine the timing of future listings in 2023, with CCBA's IPO plans remaining unchanged.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134107167","content_text":"摘要：①隔夜美股涨跌不一，纳指涨0.18%，道指跌0.5%，中概股雄起，新东方涨近25%；②美油跌1.65%，布油跌0.9%，黄金期货收跌1%；③美媒：拜登告诉内阁成员，他倾向于放宽特朗普时期部分对华关税；④乌农业部长警告：俄乌冲突将导致乌克兰小麦连续三季度减产。海外市场1、PPI数据强化激进加息预期 纳指标普仍在熊途、纳指逆市微涨投资者等待周三的美联储货币政策会议结果，市场预计加息75个基点的概率高于90%。美国5月PPI数据显示通胀压力仍然高企，强化了美联储维持激进加息立场的理由。截至收盘，纳指涨0.18%，道指跌0.5%，标普500指数跌0.38%。大型科技股涨跌不一，苹果涨0.67%，微软涨0.92%，谷歌涨0.30%，亚马逊跌1.31%，Meta跌0.32%。新能源汽车股多数收涨，特斯拉涨2.39%，Lucid涨1.78%，Rivian涨1.83%。2、中概雄起新东方涨近25%6月14日晚间，美国白宫突然表示，美国已做好准备对抗通货膨胀，正在讨论前总统特朗普征收的一些“不负责任”的关税。这让关税减免的预期再度升温。周一回落的热门中概股大多强劲反弹，表现明显优于大盘，纳斯达克金龙中国指数收涨近6.9%。纳斯达克100指数的四只成份股中，拼多多收涨约12%，百度收涨近6.8%，京东涨近6.1%，网易涨近3.8%。其他个股中，周一逆市涨超5%的新东方收涨近25%，网易有道涨逾20%，爱奇艺涨近20%，蔚来汽车涨逾16%，高途教育涨超15%，理想汽车涨近11%，好未来涨超10%，B站涨近10%，携程涨近8%，小鹏汽车涨超7%，阿里巴巴涨近7%，斗鱼涨超6%，腾讯音乐涨近5%，金山云、迅雷涨超4%，叮咚买菜涨超3%，微博涨超2%，虎牙涨超1%。3、欧洲主要股指集体收跌德国DAX30指数跌0.91%欧洲主要股指集体收跌，德国DAX30指数跌0.91%，英国富时100指数跌0.27%，法国CAC40指数跌1.2%，欧洲斯托克50指数跌0.77%。4、纽约原油期货价格周二收跌1.65%原油期货价格周二收跌。最终，美国WTI 7月原油期货收跌1.65%，报118.93美元/桶，创6月6日以来新低，6月7日以来首次收于120美元下方；布伦特8月原油期货收跌0.90%，报121.17美元/桶，创6月7日以来收盘新低。5、纽约黄金期货周三收跌1% 联储加息预期施压纽约黄金期货价格周二收跌。美元继续攀升并触及20年高位，削弱了黄金对投资者的避险吸引力。美联储将在周三公布货币政策会议结果，市场押注美联储大幅加息。最终，COMEX 8月黄金期货收跌1.0%，报1813.50美元/盎司，尽管跌幅不及周一收跌2.3%所创的3月9日以来最大日跌幅，仍创5月13日以来主力合约收盘新低，自5月18日以来首次收盘跌破1820美元。6、美联储激进加息已在路上？美元指数续刷近20年来新高在美国5月份通胀数据创下40多年来的最高水平后，人们对美联储紧缩路径的担忧加剧，美元指数周二续刷近20年来的最高水平。ICE美元指数周二盘中上涨逾0.1%，日内一度攀升至105.48，为2002年12月以来的最高水平。对冲基金Caxton伦敦部门市场情报主管Michael Brown表示：“美元仍是外汇市场中表现最好的货币，美联储的强硬立场可能会为美元进一步走高提供必要的催化剂。”国际宏观1、美媒：拜登告诉内阁成员，他倾向于放宽特朗普时期部分对华关税据环球网报道，美国Axios网站当地时间6月14日独家报道称，拜登倾向于放宽特朗普时期的一些对华关税。有知情人士爆料，美国总统拜登上周在白宫椭圆形办公室与内阁主要成员会面时表示，他倾向于从特朗普时期对中国输美产品加征关税的清单中移除一些产品。2、白宫：拜登将于7月中旬访问中东地区据央视新闻报道，当地时间6月14日，美国白宫发表声明称，美国总统拜登将于7月13日至16日访问中东地区，并出席海湾阿拉伯国家合作委员会与埃及、伊拉克和约旦共同举办的峰会。拜登还将与中东地区的领导人会面。声明表示，拜登中东之行的第一站为以色列。之后拜登还将访问约旦河西岸，与巴勒斯坦民族权力机构协商，随后将前往沙特阿拉伯。此外，拜登将于下周前往欧洲参加G7峰会和北约峰会。3、美国5月PPI增速仍居高不下6月14日周二，美国劳工部发布的数据显示，美国5月PPI同比增长10.8%，略低于预期与上月修正后10.9%的增幅。环比上涨0.4%，与上月的0.8%相比有所回落。数据表明，美国通胀或在长时间内保持在较高水平。摩根大通和富国银行等多家投行预计美联储本周将加息75个基点，这将是1994年以来的最大加息幅度。4、美联储逆回购工具使用量创下2.224万亿美元的新纪录美联储隔夜逆回购工具的使用量周二连续第六个交易日创新高。97个参与方动用2.224万亿美元，高于6月13日创下的2.213万亿美元的纪录。该工具的利率为0.80%，有助于暂时减少银行体系中的准备金余额。5、世卫组织将评估猴痘疫情是否构成“国际关注的突发公共卫生事件”世界卫生组织14日表示，将于本月23日召开世卫组织紧急委员会会议，评估目前在全球多国暴发的猴痘疫情是否构成“国际关注的突发公共卫生事件”。世卫组织总干事谭德塞14日在记者会上表示，猴痘疫情在全球暴发是不寻常且令人担忧的。根据《国际卫生条例》规定，世卫组织紧急委员会决定于23日召开会议，评估目前猴痘疫情是否构成“国际关注的突发公共卫生事件”。6、俄总统助理：普京没有同拜登会晤的计划当地时间6月14日，俄罗斯总统助理乌沙科夫通报了未来一段时期俄总统普京的活动日程，其中包括参加金砖国家领导人峰会以及将于9月举行的上海合作组织成员国首脑峰会和10月举行的独联体成员国元首理事会会议。乌沙科夫指出，普京没有同美国总统拜登会晤的计划；同乌克兰总统泽连斯基会面的可能性并不排除，但需对此进行相应准备。7、俄罗斯通过“北溪”天然气管道的输气量或将下降40% 欧洲天然气价格大涨20%欧洲天然气价格上涨20％，突破100欧元/兆瓦时。媒体报道称，俄罗斯通过“北溪”天然气管道的输气量或将下降40%。据央视新闻，俄罗斯天然气工业股份公司表示，“北溪”天然气管道的输气量可能由1.67亿立方米/日降至1亿立方米/日，输气量下降的主要原因是德国西门子公司没有及时将送修的气体泵送装置运回俄罗斯，导致波尔多瓦娅天然气压缩站目前仅有3台气体泵送装置可运行。8、埃及苏伊士运河管理局：减免部分过往船舶通行费据央视新闻报道，当地时间6月14日，埃及苏伊士运河管理局发表声明，宣布对部分船舶驶经该运河产生的通行费实行减免。声明称，来自或驶往美国海港、加勒比海港，驶往南亚次大陆西部港口（巴基斯坦卡拉奇港、印度科钦港等）的石油及天然气运输船将获得35%的普通运输通行费用减免。苏伊士运河管理局同时宣布将液化石油气运输船的通行费减免期限延长至2022年年底，减免幅度从20%至75%不等。俄乌局势1、美国与G7伙伴在研究对俄采取更严厉制裁乌总统泽连斯基当地时间13日在接受德国媒体采访时表示，乌方愿同俄罗斯继续进行双边谈判，但条件是俄方做好结束战争的准备。据白宫发布的文件显示，美国总统拜登6月13日将对白俄罗斯政府的单边制裁措施再延长一年。2、泽连斯基与加拿大总理特鲁多通电话当地时间14日，乌克兰总统泽连斯基与加拿大总理特鲁多进行了通话，讨论了双方防务合作以及协调应对俄罗斯的下一步行动。乌克兰总统泽连斯基在其社交媒体上宣布了这一消息，并对加拿大的支持表示感谢。3、乌农业部长警告：俄乌冲突将导致乌克兰小麦连续三季度减产乌克兰农业部长Mykola Solskyi近日在接受采访时表示，俄乌冲突导致乌克兰大部分小麦无法进入市场，全球小麦短缺将至少持续三个季度，从而推动价格涨至创纪录水平。乌克兰是全球重要的粮食供应国，然而，俄乌冲突爆发后，该国的海上粮食出口路线被俄罗斯封锁，还面临着其他一系列问题，例如粮食储存空间不足等。4、乌国防部副部长：目前只收到西方国家所声称提供武器装备总量的10%当地时间14日，乌克兰国防部副部长马里亚尔在参加一档电视节目时表示，目前乌方只收到西方国家所声称提供武器装备总量的10%。5、俄罗斯外交部宣布将49名英国公民列入制裁名单当地时间14日，俄罗斯外交部发表声明，宣布将来自英国媒体和英国国防军工部门的49人列入制裁名单。根据俄外交部网站发表的声明，俄外交部将来自《卫报》等英国媒体的29人列入禁止入境名单。理由是这些人参与故意散播有关俄罗斯和乌克兰的虚假和片面信息，助长了英国社会的恐俄情绪。此外，包括国防国务大臣杰里米·奎因在内的20名英国国防军工部门人员因参与向乌克兰供应武器的决定也被列入制裁名单。公司新闻1、特斯拉在印销售电动车计划被搁置 公司印度政策主管辞职两位知情人士称，特斯拉搁置在印度销售电动汽车的计划数周后，一位领导特斯拉在印游说工作的关键管理人员已辞职。据报道，特斯拉在印政策和业务发展主管Manuj Khurana于2021年3月受聘，在为特斯拉制定进入印度市场的计划中发挥了关键作用。在一年多的时间里，Khurana游说印度政府将电动汽车的进口税从高达100%削减到40%。印度政府坚持认为，特斯拉必须首先承诺在印度本地生产汽车，然后才能提供优惠。由于谈判陷入僵局，特斯拉已搁置在印度销售汽车的计划。2、马斯克：Lucid和Rivian正在走向破产，除非他们发生重大改变据Electrek报道，埃隆·马斯克在接受特斯拉硅谷车主俱乐部采访时表示，“除非Rivian和Lucid发生重大改变，否则他们都会破产。”他补充称，“我希望他们能做点什么，但除非他们能大幅削减成本，否则将陷入大麻烦，最终将像特斯拉和福特之外其他车企一样进入汽车墓地。”3、巴菲特午餐拍卖叫价已超过300万美元股神巴菲特的最后一次慈善午餐拍卖已于北京时间6月13日10:30开始，预计将于6月18日10:30结束。根据eBay网站信息，目前竞拍价已经超过300万美元。4、直播间爆火出圈 东方甄选5万月薪招主播东方甄选近7天涨粉达157.9万，在以董宇辉为代表的个性名师出圈后，东方甄选的市场化之路也同步起航。新东方在线旗下品牌东方甄选也开始在招聘网站发布招聘信息显示，东方甄选给抖音双语主播开出的月薪为5万-6万元。5、巴菲特向基金会捐赠价值约40亿美元的伯克希尔股份据路透报道，伯克希尔哈撒韦公司表示，沃伦·巴菲特已向5个基金会捐赠14,414,136股伯克希尔哈撒韦B类股份。据计算，这些股份的价值将达到约40亿美元。6、可口可乐将非洲公司IPO推迟至2023年可口可乐公司发布声明称，将推迟可口可乐非洲饮料公司（CCBA）通过IPO公开上市的计划。可口可乐表示，将继续评估宏观经济状况，以决定未来2023年的上市时间，CCBA的IPO计划保持不变。","news_type":1,"symbols_score_info":{"ZWmain":1,".DJI":1,".IXIC":1,".SPX":1}},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034512694,"gmtCreate":1647917720179,"gmtModify":1676534280045,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034512694","repostId":"1129199259","repostType":4,"repost":{"id":"1129199259","kind":"news","pubTimestamp":1647874342,"share":"https://ttm.financial/m/news/1129199259?lang=en_US&edition=fundamental","pubTime":"2022-03-21 22:52","market":"us","language":"zh","title":"Night Reading | Munger: Do these things well, and the road to wealth and freedom is simple","url":"https://stock-news.laohu8.com/highlight/detail?id=1129199259","media":"期乐会","summary":"芒格认为，每个人想参与投资游戏的人都必须了解自己的天性，都必须在考虑自己的边际效用和心理承受能力后才能开始投资。几十年以来，在股神巴菲特的光环背后默默站着一个人，他就是查理·芒格。他们年轻时相识，彼此","content":"<p><html><head></head><body>Munger believes that everyone who wants to participate in the investment game must understand their nature and must consider their marginal utility and psychological affordability before they can start investing. For decades, a man stood silently behind the aura of Warren Buffett, and he was Charlie Munger. They knew each other when they were young, admired each other, and shared high values. Buffett did not mince words: Without Munger, I would be much poorer than I am now. My gratitude to him is beyond words. They are life partners with comparable intelligence, and they are the co-creators of the investment miracle of 19.2% compound annual growth rate in 51 years. The difference is that Munger is too low-key. Every spring, thousands of people travel to Omaha, Nebraska, to attend Berkshire's annual shareholder meeting to see Buffett, but they are also very interested in the man sitting next to Buffett on stage who helps the Omaha wise man answer questions from time to time.</p><p>The performance usually goes like this:</p><p>Buffett answered the questions first, and the length of time was up to him. He would turn to Munger and ask: Do you have anything to add? Munger sat motionless and answered simply and brusquely: Nothing to add. Occasionally, Munger, based on his rich experience and experience, would make some points and then make a short paragraph. Once Munger spoke, the audience listened to him with full attention. In his quest for life wisdom, he didn't care if he stood in the spotlight. Even, he wants his wealth to stay just below the level of the Forbes Rich List, so that he can avoid the spotlight and the public attention. Buffett's eldest son once said: My dad is the second smartest person I know, Charlie Munger first.</p><p>Munger is an outstanding investment thinker, but he was not born that way. In his only authorized biography, Buffett's Behind the Scenes: The Biography of Charlie Munger, he shows the details of his thinking and the key to becoming an investment big coffee.</p><p>1. Self-improvement is the most important thing</p><p>Munger believes: \"If you want to win first, you have to take the lead and never stand still. I always get into a business and do better than everyone else. Why? The answer is to improve your cultivation through self-study. That's a really good idea that works.\"</p><p><b>What Munger said about self-study is never-ending self-improvement.</b>On this path of self-improvement, he valued three things most:</p><p><b>First, think for yourself.</b></p><p>If you rely entirely on others in your thinking process, always listening to others'so-called \"professional opinions,\" he says, once you leave your little world, catastrophe will be imminent.</p><p>Graham is Buffett's teacher, the originator of value investment, and the main source of Buffett's early investment ideas. But Munger does not fully identify with Graham, who believes that many of his views ignore reality. \"Graham has blind spots in his mind. He doesn't realize that there are businesses worth investing in ahead of time.\"</p><p>It is at this point that Buffett believes that Munger has the greatest influence on him, and with strong willpower, he releases him from Graham's limiting view and pushes him into the direction of \"buying high-quality assets at the right price\".</p><p>It is precisely because of this that Buffett said, \"Without Munger, I would be much poorer than I am now.\" The classic investment case of Buffett's purchase of BYD and a huge profit of more than 20 times, which everyone talks about, is also a decision made by Buffett under Munger's persistence. \"I really want to say that it was my decision to invest in BYD, but no. It was not my decision to invest in BYD, nor was it the decision of my investment team. Instead, one day Munger called me and said: We must invest in BYD.\"</p><p>Munger never blindly follows experts in his life. He has his own doctors and accountants. He will refer to their opinions, but he will not trust them all. He considered what they said, then studied it himself, and finally came to a conclusion.</p><p><b>Secondly, the role of reading is beyond imagination.</b></p><p>Munger was a hungry reader, with books everywhere in his room, bed, and chair, but he was not a fan of novels. He read either business, biography, history or technology, all based on facts.</p><p>Munger said: \"I was very clear about why I was collecting this information. I thought about what facts I wanted to know before I started, and then I decided if the data I saw matched the basic concepts. A lot of purposeful reading can give people a subconscious habit of connecting what they read to the basic concepts, and gradually they accumulate wisdom about investing. You can't be a really good investor without reading a lot. \"</p><p>According to Munger, reading business magazines is a shortcut.</p><p>Buffett and I have learned more from good business magazines than anywhere else, and it is so simple and effective to get a variety of business lessons by quickly flipping through issue after issue. If you want to be a little smarter, you have to keep asking why, why, why, he says.</p><p>Munger is also a biographical freak. He believes that when it comes to mastering some great ideas that work, it is best to combine them with the life and personality of great men. \"Making friends with right-minded deceased great men\" sounds funny, but if you do it all your life, it definitely helps.</p><p>Munger studied the lives and scientific works of Einstein, Darwin, and Newton, but his favorite deceased great was always Franklin. Munger appreciated Franklin as the best writer, investor, scientist, diplomat, businessman in America at the time, while making great contributions to education and social welfare causes.</p><p>It was from Franklin that Munger developed the idea that it is necessary to become rich to freely contribute to human society. \"I've always been more interested in being a useful person than simply becoming rich.\"</p><p><b>Third, necessary interdisciplinary thinking.</b></p><p>Munger believes that people who have only a single disciplinary mindset are like people who have only a hammer. And as the famous proverb goes, any problem looks a lot like a nail to someone with only a hammer. People who think in a single discipline have great limitations.</p><p>To form interdisciplinary thinking, Munger's suggestion is that everyone should not be required to have the same mastery of celestial mechanics as Laplace, nor should ordinary people be required to reach such a level of mastery in other fields of knowledge.</p><p>On the contrary, there are not many concepts that really matter in each discipline, and only a general understanding is needed to grasp the essence. As long as you master the most basic principles and concepts in the discipline, and then use them constantly, practice using a variety of disciplinary thinking to solve practical problems, you can finally make yourself an advantage.</p><p>He used himself as an example: he has never studied psychology seriously, but he is interested in psychology, and has conducted some self-study. With the content of self-study, he has gained a huge advantage in investment and life; As a law school student, professional study is far from natural science, but because of serious study of mathematics and physics classes, mastered some natural science thinking methods, gained the overall thinking advantage. He said:</p><p>I learned from physicists to solve problems by finding the simplest and most straightforward answers. The easiest way is always the best way. I learned again from mathematicians to look at the problem upside down, or look at it on the other side, reverse it, and reverse it again. Second, in Munger's eyes, the road to wealth and freedom is simple</p><p><b>1. Know yourself well</b></p><p>Munger believes that everyone who wants to participate in the investment game must understand their nature and must consider their marginal utility and psychological affordability before they can start investing.</p><p>If losses make you miserable — and some losses are inevitable — you should choose a very conservative approach to investing and saving throughout your life. You have to incorporate your nature and talent into your investment strategy, and there is no universally applicable investment strategy.<b>2. To invest in good business</b></p><p>Before the acquisition of See's Candy, Buffett and Munger were bargain-hunting professionals. \"If they had asked for another $100,000, we wouldn't have bought it,\" Munger said. \"We were that stupid.\"</p><p>When they discovered that See's Candy was a brilliant business, Munger realized that it was much easier and more enjoyable to acquire a quality business to keep it running than to buy a company that was struggling at a low price and then consume time and effort to save it.</p><p>Buffett said that if they didn't buy See's candy, they probably wouldn't have bought Coca-Cola later. Munger said,</p><p>I learned a lot from See's Candy: Thinking and acting in ways that must stand the test of time. Such experience has made our acquisitions elsewhere smarter and made better decisions.<b>3. Learn to judge whether a business is a good business</b></p><p>Munger had unusually accurate judgments about business. Buffett once said, \"Munger can analyze and evaluate any transaction faster and more accurately than anyone in the world. He can see all possible flaws in 60 seconds, and he is a perfect partner.\"</p><p>Munger believes that to judge whether a business is good business, one needs to ask how long can this last?</p><p>I know only one way to answer this question, and that is to think about what caused the situation now — and then to figure out how long before the impetus for these outcomes will cease to exist.<b>4. When buying stocks in the stock market, what should the stock price be</b></p><p>The ability to answer this question explains why some people invest successfully and others don't. \"But then again, if it weren't for the difficulty of the question, everyone would have become rich,\" Munger firmly believed.</p><p>Looking at the industry over the long term gives investors better insight in answering this question.</p><p>There used to be a lot of downtown department stores that seemed invincible. The owner offers customers a large number of shopping options, has strong purchasing power, and has the most expensive property in the city, with multiple streetcar lines passing through the corner of the mall. However, over time, private cars became the dominant mode of transportation. Streetcar tracks disappeared, customers moved to live in the suburbs, and shopping malls became major shopping places. A few simple changes in our lives can completely change the long-term value of a business.<b>5. Consider redundancy factors</b></p><p>While few companies stand, Munger says, every company should have been created with the expectation of surviving for many years. \"Building a dangerous bridge is a crime, but setting up a fragile company is not noble?\" Therefore, Munger believes that the \"redundancy factor\" of the enterprise should be considered. Just as when repairing a bridge, the redundancy factor is needed to cope with extreme pressure, the company should also be able to withstand the pressure from competitors, economic recession, oil crisis, and other natural and man-made disasters. Too much leverage or debt can leave companies vulnerable to economic storms.</p><p>Many Chinese investors have found that Munger has a spirit and tradition similar to that of traditional Chinese scholar-bureaucrats-he acquires wisdom through learning, achieves business success entirely by his own cultivation, adheres to ideals and beliefs, follows moral principles, is rational, honest, optimistic and full of ultimate concern for society. Reading Munger's biography and getting to know Munger is an unusual journey for us to explore the ways in which the business society can succeed.</p><p><b>Munger's golden sentence:</b></p><p>You must do business with people of high caliber and never play wrestling with a pig, because if you do, both of you will get dirty, but the pig will enjoy it.</p><p>The difference between a good business and a bad business is that in a good business you will make one easy decision after another, whereas the decisions of a bad business are often painful.</p><p>I am a biographer myself. For example, if you became friends with Adam Smith, you would be better at economics. It sounds funny to make friends with great men who have died, but if you do it all your life, you will benefit a lot.</p><p>The investment game is all about making more accurate predictions about the future than anyone else. How do we do that? One way is to run this competition in a limited number of areas. If you try to predict the future of everything, you will fail because of a lack of expertise.</p><p>If you want to be smart, you have to keep asking why? Why? Why? At the same time, you must connect the answer to the structured deep theory. You must know the main theories. It's slightly laborious, but fun.</p><p>Munger never directs people exactly what they should do. What he handed to the audience was a map that could find a treasure of wisdom. Only when you truly understand the meaning of the instructions and follow them all the way to the end will the doors of the treasure open for you.</p><p></body></html></p>","source":"lsy1645511055786","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>Night Reading | Munger: Do these things well, and the road to wealth and freedom is simple</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\">\nNight Reading | Munger: Do these things well, and the road to wealth and freedom is simple\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">期乐会</strong><span class=\"h-time small\">2022-03-21 22:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Munger believes that everyone who wants to participate in the investment game must understand their nature and must consider their marginal utility and psychological affordability before they can start investing. For decades, a man stood silently behind the aura of Warren Buffett, and he was Charlie Munger. They knew each other when they were young, admired each other, and shared high values. Buffett did not mince words: Without Munger, I would be much poorer than I am now. My gratitude to him is beyond words. They are life partners with comparable intelligence, and they are the co-creators of the investment miracle of 19.2% compound annual growth rate in 51 years. The difference is that Munger is too low-key. Every spring, thousands of people travel to Omaha, Nebraska, to attend Berkshire's annual shareholder meeting to see Buffett, but they are also very interested in the man sitting next to Buffett on stage who helps the Omaha wise man answer questions from time to time.</p><p>The performance usually goes like this:</p><p>Buffett answered the questions first, and the length of time was up to him. He would turn to Munger and ask: Do you have anything to add? Munger sat motionless and answered simply and brusquely: Nothing to add. Occasionally, Munger, based on his rich experience and experience, would make some points and then make a short paragraph. Once Munger spoke, the audience listened to him with full attention. In his quest for life wisdom, he didn't care if he stood in the spotlight. Even, he wants his wealth to stay just below the level of the Forbes Rich List, so that he can avoid the spotlight and the public attention. Buffett's eldest son once said: My dad is the second smartest person I know, Charlie Munger first.</p><p>Munger is an outstanding investment thinker, but he was not born that way. In his only authorized biography, Buffett's Behind the Scenes: The Biography of Charlie Munger, he shows the details of his thinking and the key to becoming an investment big coffee.</p><p>1. Self-improvement is the most important thing</p><p>Munger believes: \"If you want to win first, you have to take the lead and never stand still. I always get into a business and do better than everyone else. Why? The answer is to improve your cultivation through self-study. That's a really good idea that works.\"</p><p><b>What Munger said about self-study is never-ending self-improvement.</b>On this path of self-improvement, he valued three things most:</p><p><b>First, think for yourself.</b></p><p>If you rely entirely on others in your thinking process, always listening to others'so-called \"professional opinions,\" he says, once you leave your little world, catastrophe will be imminent.</p><p>Graham is Buffett's teacher, the originator of value investment, and the main source of Buffett's early investment ideas. But Munger does not fully identify with Graham, who believes that many of his views ignore reality. \"Graham has blind spots in his mind. He doesn't realize that there are businesses worth investing in ahead of time.\"</p><p>It is at this point that Buffett believes that Munger has the greatest influence on him, and with strong willpower, he releases him from Graham's limiting view and pushes him into the direction of \"buying high-quality assets at the right price\".</p><p>It is precisely because of this that Buffett said, \"Without Munger, I would be much poorer than I am now.\" The classic investment case of Buffett's purchase of BYD and a huge profit of more than 20 times, which everyone talks about, is also a decision made by Buffett under Munger's persistence. \"I really want to say that it was my decision to invest in BYD, but no. It was not my decision to invest in BYD, nor was it the decision of my investment team. Instead, one day Munger called me and said: We must invest in BYD.\"</p><p>Munger never blindly follows experts in his life. He has his own doctors and accountants. He will refer to their opinions, but he will not trust them all. He considered what they said, then studied it himself, and finally came to a conclusion.</p><p><b>Secondly, the role of reading is beyond imagination.</b></p><p>Munger was a hungry reader, with books everywhere in his room, bed, and chair, but he was not a fan of novels. He read either business, biography, history or technology, all based on facts.</p><p>Munger said: \"I was very clear about why I was collecting this information. I thought about what facts I wanted to know before I started, and then I decided if the data I saw matched the basic concepts. A lot of purposeful reading can give people a subconscious habit of connecting what they read to the basic concepts, and gradually they accumulate wisdom about investing. You can't be a really good investor without reading a lot. \"</p><p>According to Munger, reading business magazines is a shortcut.</p><p>Buffett and I have learned more from good business magazines than anywhere else, and it is so simple and effective to get a variety of business lessons by quickly flipping through issue after issue. If you want to be a little smarter, you have to keep asking why, why, why, he says.</p><p>Munger is also a biographical freak. He believes that when it comes to mastering some great ideas that work, it is best to combine them with the life and personality of great men. \"Making friends with right-minded deceased great men\" sounds funny, but if you do it all your life, it definitely helps.</p><p>Munger studied the lives and scientific works of Einstein, Darwin, and Newton, but his favorite deceased great was always Franklin. Munger appreciated Franklin as the best writer, investor, scientist, diplomat, businessman in America at the time, while making great contributions to education and social welfare causes.</p><p>It was from Franklin that Munger developed the idea that it is necessary to become rich to freely contribute to human society. \"I've always been more interested in being a useful person than simply becoming rich.\"</p><p><b>Third, necessary interdisciplinary thinking.</b></p><p>Munger believes that people who have only a single disciplinary mindset are like people who have only a hammer. And as the famous proverb goes, any problem looks a lot like a nail to someone with only a hammer. People who think in a single discipline have great limitations.</p><p>To form interdisciplinary thinking, Munger's suggestion is that everyone should not be required to have the same mastery of celestial mechanics as Laplace, nor should ordinary people be required to reach such a level of mastery in other fields of knowledge.</p><p>On the contrary, there are not many concepts that really matter in each discipline, and only a general understanding is needed to grasp the essence. As long as you master the most basic principles and concepts in the discipline, and then use them constantly, practice using a variety of disciplinary thinking to solve practical problems, you can finally make yourself an advantage.</p><p>He used himself as an example: he has never studied psychology seriously, but he is interested in psychology, and has conducted some self-study. With the content of self-study, he has gained a huge advantage in investment and life; As a law school student, professional study is far from natural science, but because of serious study of mathematics and physics classes, mastered some natural science thinking methods, gained the overall thinking advantage. He said:</p><p>I learned from physicists to solve problems by finding the simplest and most straightforward answers. The easiest way is always the best way. I learned again from mathematicians to look at the problem upside down, or look at it on the other side, reverse it, and reverse it again. Second, in Munger's eyes, the road to wealth and freedom is simple</p><p><b>1. Know yourself well</b></p><p>Munger believes that everyone who wants to participate in the investment game must understand their nature and must consider their marginal utility and psychological affordability before they can start investing.</p><p>If losses make you miserable — and some losses are inevitable — you should choose a very conservative approach to investing and saving throughout your life. You have to incorporate your nature and talent into your investment strategy, and there is no universally applicable investment strategy.<b>2. To invest in good business</b></p><p>Before the acquisition of See's Candy, Buffett and Munger were bargain-hunting professionals. \"If they had asked for another $100,000, we wouldn't have bought it,\" Munger said. \"We were that stupid.\"</p><p>When they discovered that See's Candy was a brilliant business, Munger realized that it was much easier and more enjoyable to acquire a quality business to keep it running than to buy a company that was struggling at a low price and then consume time and effort to save it.</p><p>Buffett said that if they didn't buy See's candy, they probably wouldn't have bought Coca-Cola later. Munger said,</p><p>I learned a lot from See's Candy: Thinking and acting in ways that must stand the test of time. Such experience has made our acquisitions elsewhere smarter and made better decisions.<b>3. Learn to judge whether a business is a good business</b></p><p>Munger had unusually accurate judgments about business. Buffett once said, \"Munger can analyze and evaluate any transaction faster and more accurately than anyone in the world. He can see all possible flaws in 60 seconds, and he is a perfect partner.\"</p><p>Munger believes that to judge whether a business is good business, one needs to ask how long can this last?</p><p>I know only one way to answer this question, and that is to think about what caused the situation now — and then to figure out how long before the impetus for these outcomes will cease to exist.<b>4. When buying stocks in the stock market, what should the stock price be</b></p><p>The ability to answer this question explains why some people invest successfully and others don't. \"But then again, if it weren't for the difficulty of the question, everyone would have become rich,\" Munger firmly believed.</p><p>Looking at the industry over the long term gives investors better insight in answering this question.</p><p>There used to be a lot of downtown department stores that seemed invincible. The owner offers customers a large number of shopping options, has strong purchasing power, and has the most expensive property in the city, with multiple streetcar lines passing through the corner of the mall. However, over time, private cars became the dominant mode of transportation. Streetcar tracks disappeared, customers moved to live in the suburbs, and shopping malls became major shopping places. A few simple changes in our lives can completely change the long-term value of a business.<b>5. Consider redundancy factors</b></p><p>While few companies stand, Munger says, every company should have been created with the expectation of surviving for many years. \"Building a dangerous bridge is a crime, but setting up a fragile company is not noble?\" Therefore, Munger believes that the \"redundancy factor\" of the enterprise should be considered. Just as when repairing a bridge, the redundancy factor is needed to cope with extreme pressure, the company should also be able to withstand the pressure from competitors, economic recession, oil crisis, and other natural and man-made disasters. Too much leverage or debt can leave companies vulnerable to economic storms.</p><p>Many Chinese investors have found that Munger has a spirit and tradition similar to that of traditional Chinese scholar-bureaucrats-he acquires wisdom through learning, achieves business success entirely by his own cultivation, adheres to ideals and beliefs, follows moral principles, is rational, honest, optimistic and full of ultimate concern for society. Reading Munger's biography and getting to know Munger is an unusual journey for us to explore the ways in which the business society can succeed.</p><p><b>Munger's golden sentence:</b></p><p>You must do business with people of high caliber and never play wrestling with a pig, because if you do, both of you will get dirty, but the pig will enjoy it.</p><p>The difference between a good business and a bad business is that in a good business you will make one easy decision after another, whereas the decisions of a bad business are often painful.</p><p>I am a biographer myself. For example, if you became friends with Adam Smith, you would be better at economics. It sounds funny to make friends with great men who have died, but if you do it all your life, you will benefit a lot.</p><p>The investment game is all about making more accurate predictions about the future than anyone else. How do we do that? One way is to run this competition in a limited number of areas. If you try to predict the future of everything, you will fail because of a lack of expertise.</p><p>If you want to be smart, you have to keep asking why? Why? Why? At the same time, you must connect the answer to the structured deep theory. You must know the main theories. It's slightly laborious, but fun.</p><p>Munger never directs people exactly what they should do. What he handed to the audience was a map that could find a treasure of wisdom. Only when you truly understand the meaning of the instructions and follow them all the way to the end will the doors of the treasure open for you.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/JhLeIViECJAVJNuuvMNDPA\">期乐会</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7d30d3e4a8c584dc0c7143999338c880","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/JhLeIViECJAVJNuuvMNDPA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129199259","content_text":"芒格认为，每个人想参与投资游戏的人都必须了解自己的天性，都必须在考虑自己的边际效用和心理承受能力后才能开始投资。几十年以来，在股神巴菲特的光环背后默默站着一个人，他就是查理·芒格。他们年轻时相识，彼此欣赏，价值观高度一致，巴菲特毫不讳言地说：没有芒格，我会比现在贫穷很多。我对他的感激无以言表。他们是智慧相当的人生合伙人，是51年年复合增长率19.2%的投资奇迹共同的创造者，不同之处在于芒格实在过于低调。每年春天，数以千计的人前往位于内布拉斯加州的奥马哈参加伯克希尔公司的年度股东大会，他们是去看巴菲特的，不过对台上那个坐在巴菲特身边，时不时帮助这位奥马哈智者回答问题的人，他们也非常感兴趣。表演通常是这样进行的：巴菲特先回答问题，时间长短由他决定。临了，他会转向芒格，问道：你还有什么要补充的吗？芒格一动不动地端坐在那里，回答简单而粗率：没什么要补充的。偶尔，芒格基于自身丰富的阅历和经验，也会提出一些观点，然后说上一小段。一旦芒格开口说话，听众们都会全神贯注地听他发表看法。在追寻人生智慧的途中，他不在意自己是否站在聚光灯下。甚至，他希望自己的财富恰好保持在福布斯富豪榜名单的水准之下，这样他就能避开聚光灯，免受公众的关注。巴菲特的长子曾说：我爸是我认识的人中第二聪明的，查理•芒格第一。芒格是一位杰出的投资思想家，但他并非生来如此，他在自己唯一授权的传记《巴菲特幕后智囊：查理·芒格传》一书中，展示了自己思考的细节和成为投资大咖的关键。一、自我提升最重要芒格认为：\"要想赢得第一，就必须占得先机，千万不要原地踏步。我总是刚刚涉足某一业务就比其他人干得都要好。为什么？答案就是通过自学来提高修养，这才是真正行之有效的好主意。\"芒格说的自学，就是永不停歇的自我提升。在这条自我提升之路上，他最看重的有三点：首先，独立思考。他说，如果你在思考过程中完全依赖他人，总是听别人的所谓“专业意见”，一旦你离开自己的小天地，就会大难临头。格雷厄姆是巴菲特的老师，价值投资的开山鼻祖，巴菲特前期投资思想的主要来源。但芒格并不完全认同格雷厄姆，他认为格雷厄姆很多观点无视现实情况。“格雷厄姆思想中有盲点，他没有意识到有的生意值得提前投入。”正是在这一点上，巴菲特认为芒格对他的影响最大，用强大的意志力把他从格雷厄姆有局限性的观点中释放出来，推向了\"以合适价格买优质资产\"这个方向。也正是因为这一点，巴菲特才说，\"没有芒格，我会比现在贫穷很多\"。大家津津乐道的巴菲特购买比亚迪，大赚20多倍的经典投资案例，也是在芒格极力坚持下，巴菲特才做出的决定。\"我很想说投资比亚迪是我的决定，但不是，投资比亚迪不是我的决定，也不是我的投资团队的决定，而是有一天芒格打电话给我说：我们必须投资比亚迪。\"芒格在生活中也绝不盲从专家，他有自己的医生、会计师，他会参考他们的意见，但不会全信。他斟酌他们说的，然后自己研究，最后才得出结论。其次，阅读的作用超乎想象。芒格是一个如饥似渴的读书人，他的房间里、床上、椅子上到处是书，但他并不是一个小说迷，他看的不是商业类、传记类就是历史类或者科技类，都是以事实为基础的。芒格说：\"我对自己为什么要搜集这些信息十分清晰。在开始之前就想好要了解哪些事实，然后去判断所看到的数据是否符合基本概念。大量有目的的阅读可以让人在潜意识里养成一种习惯，把读到的东西和基本概念联系起来，逐渐就会累积起有关投资的智慧。如果没有进行过大量的阅读，不可能成为一个真正出色的投资人。\"芒格认为，阅读商业杂志是一条捷径。巴菲特和我从优秀的商业类杂志中学到的比其他任何地方学到的都要多，只要很快地翻阅一期又一期的杂志，就可以得到各种各样的商业经验，这种方法是如此简单而有效。他说，你要想变得聪明一点，就必须不断地问为什么、为什么、为什么。芒格还是一个传记狂。他认为，要掌握一些行之有效的伟大观念时，最好和伟人的生平和个性结合起来。\"和思路正确的离世伟人交朋友\"听起来滑稽，但是如果一生都这样做，绝对大有裨益。芒格研究过爱因斯坦、达尔文和牛顿的生平和科学著作，不过他最喜欢的离世伟人从来都是富兰克林。芒格欣赏富兰克林是当时美国最好的作家、投资家、科学家、外交家、商人，同时为教育和社会福利事业做出了巨大的贡献。芒格正是从富兰克林那里形成了一种观念：要变得富有才能自由地为人类社会做贡献。\"我从来都对成为一个有用的人兴趣更大，而不是单纯地变得有钱\"。第三，必需的跨学科思维。芒格认为，只有单一学科思维的人，就像只有一把锤子的人。而就像那句著名的谚语说的那样，对只有一把锤子的人来说，任何问题看起来都很像钉子。单一学科思维的人具有很大局限性。而要形成跨学科思维，芒格的建议是，不能苛求每个人对天体力学的掌握达到与拉普拉斯并驾齐驱的地步，也不应苛求普通人在其他知识领域也达到如此精湛的水平。相反，每门学科真正重要的概念并不多，只需要大体了解，就能掌握精髓。而只要掌握学科中最基本的原理和概念，然后不断运用，练习用多种学科思维来解决实际问题，最终就能让自己形成优势。他用自己举例：从来没正经学过心理学，但对心理学有兴趣，进行了一些自学，凭借自学的内容，就在投资和生活中获得了巨大优势；作为法学院的学生，专业学习离自然科学很远，但因为认真学过数学课和物理课，掌握了自然科学的一些思考方法，就获得了整体的思维优势。他说：我从物理学家那里学会了通过寻找最简单、最直接的答案来解决问题。最容易的方法永远都是最好的方法。我又从数学家那里学会了将问题倒过来看，或者从反面去看，反转，再反转。二、在芒格眼里，通往财富自由之路是简单的1.充分了解自己芒格认为，每个人想参与投资游戏的人都必须了解自己的天性，都必须在考虑自己的边际效用和心理承受能力后才能开始投资。如果亏损会让你痛苦——而且有些亏损是不可避免的——那你毕生都应该选择一种非常保守的投资和储蓄方式。你必须将自己的天性和天分融入自己的投资策略中，没有一种普遍适用的投资策略。2.要投好生意在收购喜诗糖果之前，巴菲特和芒格还是捡便宜专业户。\"要是他们再多要10万美元，我们就不会买了，\"芒格说，\"我们当时就是那么愚蠢\"。当他们发现喜诗糖果是一桩出色的生意后，芒格意识到，收购一笔优质业务让它继续运作下去，比买下一家价格很低却在苦苦挣扎的公司，然后费时费力去拯救它要容易和愉快得多。巴菲特说，如果没有买喜诗糖果，那他们可能后面也就不会买可口可乐了。芒格则说：从喜诗糖果我学到了很多：思考和行事方式必须经得起时间的考验。这样的经验让我们在其他地方的收购更为明智，做出了更好的决定。3.要学会判断一门生意是不是好生意芒格对于生意有异乎寻常的准确判断。巴菲特曾经说，\"芒格能比世界上任何人更快更准地分析和评估任何一项交易。他能在60秒内看到所有可能的缺陷，他是一个完美的合伙人。\"芒格认为，要判断一门生意是不是好生意，就需要问这样的情况能持续多久？我只知道一种方法来回答这个问题，那就是思考：是什么造成了现在的局面——然后去弄明白造成这些结果的动力多久后将不复存在。4.在股市里买股票，股价应该是多少是否有能力回答这个问题就解释了为什么有人投资成功而有人没有。\"不过话说回来，要不是这个问题有一点难度的话，每个人都会变得有钱。\"芒格坚定地认为。长期观察行业情况会让投资者在回答这个问题上有更好的洞察力。以前有很多市中心百货商店，看来是不可战胜的。店主为顾客提供大量购物选择、购买力强大，还拥有城里最贵的物业，商场街角多条有轨电车线路经过。然而，随着时间的推移，私家车成了主要的交通模式。有轨电车的轨道消失了，顾客们搬到了郊区居住，购物中心成了主要购物场所。我们生活中一些简单的变化就能完全改变一项业务的长期价值。5.考虑冗余系数芒格说，虽然很少有公司屹立不倒，但是每一家公司都应该在创建的时候预计到要存着许多年。\"造一座危桥是犯罪，成立一家脆弱的公司又何尝高尚？\"所以，芒格认为应该考虑企业的\"冗余系数\"，就像修桥的时候，需要冗余系数来应对极端压力，公司也应该能抵抗来自竞争者、经济衰退、石油危机以及其他天灾人祸的压力。过多地运用杠杆工具或欠债都会让公司在经济风暴中脆弱得不堪一击。很多中国投资家发现芒格身上有类似中国传统士大夫的精神和传统——他通过学习获取智慧，完全依靠自身修养获得商业成功，坚守理想和信念，遵循道德准则，理性、诚实、乐观、对社会充满终极关怀。阅读芒格传记，了解芒格，是我们探索商业社会成功方式的一次不同寻常的旅程。芒格金句：你一定要和高水准的人做生意，永远不要和一头猪玩摔跤，因为如果你这么做了，你们两个都会变脏，但是猪会乐在其中。好企业和差企业之间的区别在于，在好企业里你会做出一个接一个的轻松决定，而差企业的决定则常常是痛苦万分的。我本人是一个传记狂，比如你要是和亚当·斯密成了朋友，那你一定会把经济学得更好。跟离世的伟人交朋友，这听起来很滑稽，但如果你一生都这样做，你会受益匪浅。投资游戏说到底就是要比其他人对未来做出更准确的预言。要如何做到呢？一种方法是将这种竞争在有限的几个区域中进行。如果你试图预言所有事情的未来，你会因为缺乏专长而失败。如果你想变得聪明，你就必须不停地问为什么？为什么？为什么？同时你还必须将答案和有条理的深层理论联系起来。你必须知道那些最主要的理论。这稍微会有些费力，但充满乐趣。芒格从不指导人们具体应该做些什么。他交给听众的是一幅能找到智慧宝藏的地图。只有当你真正理解了指令的含义并且一路遵循到底，宝藏的大门才会为你而开。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}