Iris俊 personal page - To The Moon

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, what remains unchanged is the pursuit of certainty

2022-03-21

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This week's preview | 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 the president of Ukraine?

2022-01-15

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As the Nasdaq pulls back, these low-valued technology stocks are starting to "absorb money" 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 and this morning | Late night heavy! The White House suddenly stated that China's assets exploded

2022-03-22

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

2022-01-28

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See also Black Thursday: rate hike, Avalanche, Escape

2021-09-24

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Food company Sovos Brands landed on Nasdaq, rising more than 21% at the beginning of the session

2021-06-17

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Is the big crunch really coming? This Fed Meeting Note Explains Everything for You

2022-06-26

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Rate hike is expected to drop! U.S. consumer inflation expectations fall from 14-year high

2022-02-14

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This Week's Preview: Fed Meeting Minutes Hit! Nvidia reports earnings

2022-02-10

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2021-08-30

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This week's preview: U.S. non-farm payrolls are coming in August! Meituan and Li Auto are about to release the list

2021-08-27

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

2021-07-10

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Apple Stock Continues to Rise Higher, Refreshing All-Time High Intraday

2021-06-14

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11:47","market":"us","language":"zh","title":"Tesla lowers the starting prices of Model 3 and Model S/X in the United States, and launches the 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 7, 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 the Model 3 in the United States by US $1,000, priced at US $41,990 and US $52,990 respectively.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7895923a3a1158505e7642238c06b305\" title=\"\" tg-width=\"1892\" tg-height=\"785\"/></p><p>Tesla's official website in the United States shows that the starting price of Model S/X has been reduced by 9.5%, and the current price of Model S is US $84,990 (original price is US $89,990); Model S Plaid is now priced at $104,990 (original price is $109,990); Model X is now priced at $94,990 (original price is $99,990); The Model X Plaid is now priced at $104,990 (originally $109,990).</p><p><strong>Tesla has officially launched a new, lower-priced Model Y in the United States with an AWD powertrain for $49,990.</strong>The prices of the two existing Model Y models have also been reduced by $2,000. Model Y LR lowered from $54,990 to $52,990; The price of Model Y P has been reduced from $58,990 to $56,990.</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 lowers the starting prices of Model 3 and Model S/X in the United States, and launches the 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 lowers the starting prices of Model 3 and Model S/X in the United States, and launches the 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 7, 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 the Model 3 in the United States by US $1,000, priced at US $41,990 and US $52,990 respectively.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7895923a3a1158505e7642238c06b305\" title=\"\" tg-width=\"1892\" tg-height=\"785\"/></p><p>Tesla's official website in the United States shows that the starting price of Model S/X has been reduced by 9.5%, and the current price of Model S is US $84,990 (original price is US $89,990); Model S Plaid is now priced at $104,990 (original price is $109,990); Model X is now priced at $94,990 (original price is $99,990); The Model X Plaid is now priced at $104,990 (originally $109,990).</p><p><strong>Tesla has officially launched a new, lower-priced Model Y in the United States with an AWD powertrain for $49,990.</strong>The prices of the two existing Model Y models have also been reduced by $2,000. Model Y LR lowered from $54,990 to $52,990; The price of Model Y P has been reduced from $58,990 to $56,990.</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":1935,"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 make 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 by as much as 16%, and personal losses were even worse.</p><p>Lin He became an exception. He entered the market at a high price and bought it at HK $25 early last year<a href=\"https://laohu8.com/S/01797\">New oriental online</a>(Dongfang Selection Parent Company) stock, the loss once exceeded 80%, but now the profit 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. The stock price has increased more than ten times in just a few months. It makes me reflect every day. Most people are always watching from the shore, and there are always very few people who dare to bet.......\" Zhu Sheng, who once tried to \"buy the bottom\" of New Oriental Online, said<a href=\"https://laohu8.com/S/KRKR\">36 Krypton</a>Concluded.</p><p>As of press time, the share price of New Oriental Online has increased by 705% in the past year, with its share price falling as low as HK $2.84 and as high as HK $46.8.</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, this has been a roller coaster year, falling from the trough to the peak. Because of this contrast, many Hong Kong stock investors told 36Kr: New Oriental Online is its most profitable stock this year, which not only makes up for this year's investment losses, but also makes considerable profits. The minimum has a million-level income, and the maximum floating profit exceeds 10 million.</p><p>After all, after the implementation of the \"double reduction policy\" in July last year, the businesses of countless education and training institutions vanished in an instant, and New Oriental, which has spanned several cycles in the education industry, is nothing more than the same. It's just that no one could have expected that a year later, New Oriental Online's stock price soared 7 times due to the fire in the \"Oriental Selection\" live broadcast room.</p><p>Then, why is it New Oriental Online, a company whose basic business suddenly disappears, its stock price plummets constantly, and its future is unclear, so that so many people can grab wealth? Why are these investors, in addition to the luck of choosing the right target and the courage to invest, how do they overcome the cycle of industry crash and achieve profitability this year?</p><p><b>Is there any 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 laid the groundwork 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. After that, for 7 consecutive months, he will increase his position every month. \"At that time, the cost was high when I first bought it, around HK $25, so I would buy New Oriental Online as soon as I had money. At that time, 70 to 80% of the people who bought stocks with me left...\" Lin He said.</p><p>It would be strange not to leave. Throughout 2021, the stock price of New Oriental Online has fallen 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 increase the cost by 4-5 times.</p><p>In the face of the falling stock price, Lin He, who felt extremely gambling, stayed behind. \"I started stock trading in 2015, and I experienced a stock market crash as soon as I entered the market... I haven't made much money in Hong Kong stock trading in recent years. Money, a 40-50% drop is nothing to me...\"</p><p>The joke is that when investing in New Oriental Online, Lin He, who was in the entrepreneurial stage, was trying to adjust his investment style, from \"bargain-hunting\" in the past to long-term investment, investing in some companies with good qualifications and growth stage in his opinion. New Oriental Online's younger management team is an important reason for his investment. \"Their president is about the same age as me. At the beginning, I wanted to spend some money to learn how to manage a business with them. If the stock price falls, it will be regarded as'tuition '.\"</p><p>Obviously, after paying the \"tuition fee\" for a long time, he didn't want to \"buy the bottom\" and became a passive \"buy the bottom\".</p><p>Although the methods of bargain hunting are different, the underlying logic is similar. Zhu Sheng is an active \"bargain-hunting\" entrant. As a We Media blogger, he understands and pays attention to the managers of different companies. \"The moral standards of the management\" and the values of the founder are his important 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 sites, and donated only 80,000 sets of desks and chairs to rural schools... A series of news combined with the falling stock price made Zhu Sheng decide to enter.</p><p>\"I admire Yu Minhong more. These news show that he is a responsible entrepreneur. Unlike those companies that run away, I think Yu Minhong himself is worth at least 10 billion yuan in market value...\"</p><p>Zhu Sheng started buying New Oriental Online between the end of February and March this year. At that time, the company's share price had dropped to about HK $4.88 per share. Zhu Sheng bought more than 100,000 shares at a cost between HK $500,000 and HK $400,000. Yu Minhong's previous 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 people, Yu Minhong is a well-known entrepreneur created by the times. He and his New Oriental, together with the upsurge of studying abroad, are also memorable. \"Learning English\" is an important symbol of New Oriental, and all this obviously must be changed after July 2021.</p><p>In less than three months, Yu Minhong thought of a new development direction for the transformation of New Oriental. This road is endogenous to the issues that he has been concerned about and worried about for many years. It has already taken shape in the fifth season of \"Thirteen Invitations\". The key word he mentioned the most is \"rural areas\", thinking 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 establish a large-scale agricultural platform in the future. He and hundreds of teachers will bring goods through live broadcasts, integrate upstream and downstream resources, and help<a href=\"https://laohu8.com/S/000061\">Agricultural products</a>Sales, make farmers transform, make young farmers willing to return to the countryside, let more left-behind children grow up with their parents, and support rural revitalization.</p><p>New Oriental began to discuss the transformation of live streaming in September and October last year. Dong Yuhui, who is now on fire, decided to leave after learning that he was going to transform into 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, you must believe that the team is condensed together and walking. Maybe there is a direction.\"</p><p>It can be seen that even Sun Dongxu is not so sure whether the road of live broadcast delivery will work. Even some media are not very optimistic. \"Economic Daily\" once published a commentary titled \"New Oriental should not copy Li Jiaqi\", which mentioned that \"as one of the leading companies in the off-campus education and training industry, New Oriental's transformation is of weather vane significance. If it is just from one industry that makes quick money, I'm afraid it's not the best demonstration to jump from an industry that makes quick money to another industry that makes quick money\"......</p><p>When the road of New Oriental's online transformation was being discussed, Lin He became the first batch of fans in the \"Oriental Selection\" live broadcast room. As an investor, he wants to see how the live streaming road of New Oriental's transformation will develop.</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 to increase his holdings of 3.572 million shares of New Oriental Online. After the increase, his shareholding ratio rose from 4.63% to 4.98%.</p><p>Yu Minhong's increase in holdings once raised the stock price of New Oriental Online. On November 30 alone, the company's stock price rose by 90.06% in a single day, and the stock price rose from the opening price of HK $4.19 per share to HK $8.12 per share. This increase in holdings also strengthened Lin He's confidence in continuing to hold stocks.</p><p>Even when he first watched the Dongfang Selection, he had no idea. \"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. No matter whether this matter 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 increased his holdings. He must have more development ideas for New Oriental. I followed them, which was equivalent to being a venture capital investor. \" Lin He said review about the investment strategy at that time.</p><p><b>The stock price is on a rocket, soaring nearly 7 times in a week</b></p><p>It is also normal for the road to turn against the wind to be hard and twists and turns. During the half-year live broadcast of Dongfang Selection, the stock price of New Oriental Online fell by nearly 40%. New Oriental Online, which is stumbling and groping for the road of live broadcast and delivery of goods, is trapped in a trough.</p><p>On May 31, after the opening of New Oriental Online, its stock price once fell to the lowest point of HK $2.84 per share since its listing. The live broadcast room of Dongfang Selection has been tepid for more than half a year, and the sales are not there<a href=\"https://laohu8.com/S/DYIN\">Douyin</a>Top 100 of the internal ranking list.</p><p>Adhering to the \"venture capital\" mentality, Lin He is already the earliest die-hard fan of Dongfang Selection. Every night, he and other fans will discuss the effect of the live broadcast room and areas that can be improved in the group, and leave messages to Dong Yuhui and Sun Dongxu to discuss the direction of the live broadcast..</p><p>\"They were all quite anxious at that time. There were very few people in the live broadcast room and the effect was extremely poor. We often left messages to encourage them. Even how to turn on the lights in the live broadcast room, we would discuss with them... The number of fans in the live broadcast room just broke 1,000. At that time, everyone was very excited.\"</p><p>At this time, Lin He has held New Oriental Online for one and a half years. Zhu Shengze chose to leave the market when the share price of New Oriental Online fell to about HK $3. He sold half of his shares.</p><p>This became the thing he regretted 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 sold off, the live broadcast room of Dongfang Selection suddenly exploded, and the stock price of New Oriental Online soared.</p><p>On June 9, the total number of fans in the Dongfang Selection live broadcast room exceeded one million, and the number of fans exceeded 10 million 7 days later. Huge engine data shows that on June 13, the highest number of viewers in a single game in the Oriental Selection live broadcast room was 7.717 million, and the sales in a single game exceeded 10 million in a row from 10 to 13.</p><p>Soaring sales also caused the stock price to rise by 554.46% in a week, from the initial closing price of HK $4.37 per share to the closing price of HK $28.6 per share.</p><p>In just one week, the stock price of New Oriental Online soared, and the live broadcast room attracted more and more attention. No one knows whether the popularity of Dongfang Selection is short-lived or can be supported for a long time, and whether the live broadcast room alone can continue to support the company's stock price.</p><p>The second shareholder who withdrew first<a href=\"https://laohu8.com/S/00700\">Tencent</a>。 On June 15, Tencent sold 35.6125 million shares at an average price of HK $9.6; On the next day, another 38.9914 million shares were sold. After two reductions, Tencent's shareholding ratio plummeted from 9.04% to 1.58%. It's almost a clearance operation.</p><p>Those who are bearish later are brokerages. June 17th,<a href=\"https://laohu8.com/S/600999\">China Merchants Securities</a>Issued a research report downgrading 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 P/E of 35 times the live streaming business. The current valuation is too aggressive.\"</p><p>\"The stock price rose very fast every day that week, and you basically didn't have time to think about it. I watched the stock price rise from three yuan to ten yuan. All my friends around me told me to sell first and then buy, including my earliest fan base. Everyone was discussing what to do. I definitely couldn't convince myself in my heart, for fear of selling cheaply. After all, the cost of holding positions is high...\" Lin He said.</p><p>The continuous decline of New Oriental Online's stock price did not make Lin He anxious and confused, but the soaring stock price made him at a loss.</p><p>On June 20th, Lin He chose to sell his stock and leave the market. After holding New Oriental Online for one and a half years, he experienced the lowest point of the stock price, and he gained 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. The next day, when the stock price was still rising, he increased his position to 50%. Yang Tianjiacang's confidence comes from his emphasis on the scarcity of Dongfang Selection's 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>The share price of New Oriental Online did not live up to Yang Tian's confidence, and it even did not live up to the late entrants in the second half of the year.</p><p>A week after the stock price soared, New Oriental Online once again fell from 20 Hong Kong dollars to more than ten Hong Kong dollars. Lisa, who has a financial background, bought it at around 16 Hong Kong dollars, and Zhu Sheng also bought it again at this time. No matter 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 popularity of Dongfang Selection Live Broadcast Room, will soar in the second half of the year.</p><p>From June 1 to December 13, the company's initial 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 a report released, since June 2022, the cumulative GMV of Dongfang Selection 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 broadcast e-commerce business is expected to reach 9.994 billion in 2023, bringing in approximately 2.67 billion in revenue.</p><p>Dongfang Selection pioneered a content-oriented selling method based on \"knowledge bringing goods\". At that time, Taobao's top anchor was in the stage of suspension, and Douyin's top anchor made a friend. Luo Yonghao, the core anchor of the live broadcast room, withdrew from starting a business. The live broadcast e-commerce market traffic is very scattered. \"Learning English\" was once the cornerstone of New Oriental's online start and development, and it has once again evolved into a characteristic content live broadcast form of \"bilingual sales\".</p><p>Yang Tian once held New Oriental Online in full warehouse. His courage to full warehouse came from valuing the scarcity of the live broadcast room of Oriental Selection. During the process of watching live broadcasts and participating in shopping, he felt that Oriental Selection should not only do the live broadcast room, but the agricultural science and technology platform. During the half-year hot period, the categories of its own products have continued to increase and the supply chain has been built rapidly.</p><p>According to the rough estimate of Cicada Mama's data, in October, the number of self-operated products selected by Dongfang accounted for about 20%-30%, and GMV (estimated) accounted for about 30%-40%. The company adds 5-10 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 Dongfang Selection's own products is very good. It can be repurchased more than a dozen or even dozens of times a year. Live delivery is an asset-light business, and its future gross profit margin will be very high, and they are not satisfied with this. The establishment of self-operated brands and the exploration of live broadcast accounts (referring to\" beautiful life \") matrix 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>See the possibility of New Oriental Online in the experience. \"Their team is very mature and has developed smoothly in the past six months, which is rare among startups. The live broadcast business continues to make 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 the Dongfang Selection live broadcast room is also due to the trend of downgrading consumption of the urban middle class. \"Originally, I would 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. 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 is engaged in online education, and there are certain similarities between teaching and explanation of goods. In many years of educational experience, it has a huge talent pool and training system. There will never be a shortage of anchors, and the potential will be great.\"</p><p>Live broadcast data fraud is likely to become the Achilles heel of live broadcast e-commerce companies, and here Yang Tian, Lisa and Lin He all believe in the promise of New Oriental Online's management 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 the company over the years. If they can't, this is not Yu Minhong.\" Yang Tian said,</p><p>Among the investors interviewed by 36Kr, the investment in New Oriental Online cannot be avoided by Yu Minhong himself.</p><p>Investment tycoon Duan Yongping once wrote:</p><p><img src=\"https://static.tigerbbs.com/1d67aca388e7175dde2ccea082a6664d\" tg-width=\"1080\" tg-height=\"1192\" referrerpolicy=\"no-referrer\"/></p><p>Regarding the investment in New Oriental Online, Zhu Sheng repeatedly review afterwards. It seems that due to his uncertainty, the investment income in New Oriental Online has changed from potential millions of yuan to hundreds of thousands of yuan. \"It'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 neither did the direction of doing live streaming. Even if the share price of New Oriental Online 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 tests your mentality in the middle. I thought my mentality was better than my vision. Facts have proved that I overestimated my mentality, and the operation in the middle violated my original intention. How many times can you meet such an investment target in your life?\"</p><p>For Yang Jiu and Lisa, their harvest has just begun in June. During the half-year investment in New Oriental Online, Lisa achieved a seven-figure income of over one million yuan, making up for the investment losses of other stocks.</p><p>Yang Tian's floating profit earns more. Because he helps others and takes care of some stocks, he told 36 Krypton: \"Now the scale of the floating profit position can buy a suite in Shenzhen. In my own words, the income is not that much. After all, there was a loss in the first half of the year, of course there is a profit.\" In Shenzhen, a slightly larger house costs tens of millions of yuan to start.</p><p>After Lin He sold part of it in June, he entered the market again. The investment in New Oriental Online also made up for his other investment losses this year. The total income from four sales reached 2.5844 million 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 and on. Some netizens wrote: \"I followed a netizen before, with 4 million funds in New Oriental Online, and earned 20 million. The current market value of the position is 25 million... This person is awesome. When New Oriental soared to 30 yuan, he was at It was sold for 28 yuan, and it was predicted to be picked up for 15 yuan. Later, it fell to 15 yuan to be picked up, and now it has risen to 40 yuan, which is really awesome.\"</p><p>Whether it is for investors or the capital market, New Oriental Online is a legendary company this year. It experienced the lowest stock price season, and it also ran out of a new business direction in just one year.</p><p>It even gives investors an entirely new investment experience. Lin He, Lisa, Zhu Sheng and Yang Tian did not watch Douyin or participate in live shopping before, but Dongfang Selection changed their lifestyle. Lin He and Lisa's daily necessities are no longer purchased in large supermarkets, but all purchased from the Dongfang Selection live broadcast room.</p><p>Today, Lin He watches the live broadcast of Dongfang Selection for 20 minutes every morning. He regularly buys books in the live broadcast room every week and also watches the schedule of the same anchor. \"I don't just watch the live broadcast after investing in their stocks, but I have a deep affection 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 his investment in New Oriental Online. \"It's not just the reason for earning money, but that you are good at it and it meets your expectations.</p><p>In the business world, stories of predicament reversals are few and far between. 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 it be possible to 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 this 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 make 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 make 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 by as much as 16%, and personal losses were even worse.</p><p>Lin He became an exception. He entered the market at a high price and bought it at HK $25 early last year<a href=\"https://laohu8.com/S/01797\">New oriental online</a>(Dongfang Selection Parent Company) stock, the loss once exceeded 80%, but now the profit 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. The stock price has increased more than ten times in just a few months. It makes me reflect every day. Most people are always watching from the shore, and there are always very few people who dare to bet.......\" Zhu Sheng, who once tried to \"buy the bottom\" of New Oriental Online, said<a href=\"https://laohu8.com/S/KRKR\">36 Krypton</a>Concluded.</p><p>As of press time, the share price of New Oriental Online has increased by 705% in the past year, with its share price falling as low as HK $2.84 and as high as HK $46.8.</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, this has been a roller coaster year, falling from the trough to the peak. Because of this contrast, many Hong Kong stock investors told 36Kr: New Oriental Online is its most profitable stock this year, which not only makes up for this year's investment losses, but also makes considerable profits. The minimum has a million-level income, and the maximum floating profit exceeds 10 million.</p><p>After all, after the implementation of the \"double reduction policy\" in July last year, the businesses of countless education and training institutions vanished in an instant, and New Oriental, which has spanned several cycles in the education industry, is nothing more than the same. It's just that no one could have expected that a year later, New Oriental Online's stock price soared 7 times due to the fire in the \"Oriental Selection\" live broadcast room.</p><p>Then, why is it New Oriental Online, a company whose basic business suddenly disappears, its stock price plummets constantly, and its future is unclear, so that so many people can grab wealth? Why are these investors, in addition to the luck of choosing the right target and the courage to invest, how do they overcome the cycle of industry crash and achieve profitability this year?</p><p><b>Is there any 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 laid the groundwork 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. After that, for 7 consecutive months, he will increase his position every month. \"At that time, the cost was high when I first bought it, around HK $25, so I would buy New Oriental Online as soon as I had money. At that time, 70 to 80% of the people who bought stocks with me left...\" Lin He said.</p><p>It would be strange not to leave. Throughout 2021, the stock price of New Oriental Online has fallen 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 increase the cost by 4-5 times.</p><p>In the face of the falling stock price, Lin He, who felt extremely gambling, stayed behind. \"I started stock trading in 2015, and I experienced a stock market crash as soon as I entered the market... I haven't made much money in Hong Kong stock trading in recent years. Money, a 40-50% drop is nothing to me...\"</p><p>The joke is that when investing in New Oriental Online, Lin He, who was in the entrepreneurial stage, was trying to adjust his investment style, from \"bargain-hunting\" in the past to long-term investment, investing in some companies with good qualifications and growth stage in his opinion. New Oriental Online's younger management team is an important reason for his investment. \"Their president is about the same age as me. At the beginning, I wanted to spend some money to learn how to manage a business with them. If the stock price falls, it will be regarded as'tuition '.\"</p><p>Obviously, after paying the \"tuition fee\" for a long time, he didn't want to \"buy the bottom\" and became a passive \"buy the bottom\".</p><p>Although the methods of bargain hunting are different, the underlying logic is similar. Zhu Sheng is an active \"bargain-hunting\" entrant. As a We Media blogger, he understands and pays attention to the managers of different companies. \"The moral standards of the management\" and the values of the founder are his important 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 sites, and donated only 80,000 sets of desks and chairs to rural schools... A series of news combined with the falling stock price made Zhu Sheng decide to enter.</p><p>\"I admire Yu Minhong more. These news show that he is a responsible entrepreneur. Unlike those companies that run away, I think Yu Minhong himself is worth at least 10 billion yuan in market value...\"</p><p>Zhu Sheng started buying New Oriental Online between the end of February and March this year. At that time, the company's share price had dropped to about HK $4.88 per share. Zhu Sheng bought more than 100,000 shares at a cost between HK $500,000 and HK $400,000. Yu Minhong's previous 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 people, Yu Minhong is a well-known entrepreneur created by the times. He and his New Oriental, together with the upsurge of studying abroad, are also memorable. \"Learning English\" is an important symbol of New Oriental, and all this obviously must be changed after July 2021.</p><p>In less than three months, Yu Minhong thought of a new development direction for the transformation of New Oriental. This road is endogenous to the issues that he has been concerned about and worried about for many years. It has already taken shape in the fifth season of \"Thirteen Invitations\". The key word he mentioned the most is \"rural areas\", thinking 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 establish a large-scale agricultural platform in the future. He and hundreds of teachers will bring goods through live broadcasts, integrate upstream and downstream resources, and help<a href=\"https://laohu8.com/S/000061\">Agricultural products</a>Sales, make farmers transform, make young farmers willing to return to the countryside, let more left-behind children grow up with their parents, and support rural revitalization.</p><p>New Oriental began to discuss the transformation of live streaming in September and October last year. Dong Yuhui, who is now on fire, decided to leave after learning that he was going to transform into 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, you must believe that the team is condensed together and walking. Maybe there is a direction.\"</p><p>It can be seen that even Sun Dongxu is not so sure whether the road of live broadcast delivery will work. Even some media are not very optimistic. \"Economic Daily\" once published a commentary titled \"New Oriental should not copy Li Jiaqi\", which mentioned that \"as one of the leading companies in the off-campus education and training industry, New Oriental's transformation is of weather vane significance. If it is just from one industry that makes quick money, I'm afraid it's not the best demonstration to jump from an industry that makes quick money to another industry that makes quick money\"......</p><p>When the road of New Oriental's online transformation was being discussed, Lin He became the first batch of fans in the \"Oriental Selection\" live broadcast room. As an investor, he wants to see how the live streaming road of New Oriental's transformation will develop.</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 to increase his holdings of 3.572 million shares of New Oriental Online. After the increase, his shareholding ratio rose from 4.63% to 4.98%.</p><p>Yu Minhong's increase in holdings once raised the stock price of New Oriental Online. On November 30 alone, the company's stock price rose by 90.06% in a single day, and the stock price rose from the opening price of HK $4.19 per share to HK $8.12 per share. This increase in holdings also strengthened Lin He's confidence in continuing to hold stocks.</p><p>Even when he first watched the Dongfang Selection, he had no idea. \"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. No matter whether this matter 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 increased his holdings. He must have more development ideas for New Oriental. I followed them, which was equivalent to being a venture capital investor. \" Lin He said review about the investment strategy at that time.</p><p><b>The stock price is on a rocket, soaring nearly 7 times in a week</b></p><p>It is also normal for the road to turn against the wind to be hard and twists and turns. During the half-year live broadcast of Dongfang Selection, the stock price of New Oriental Online fell by nearly 40%. New Oriental Online, which is stumbling and groping for the road of live broadcast and delivery of goods, is trapped in a trough.</p><p>On May 31, after the opening of New Oriental Online, its stock price once fell to the lowest point of HK $2.84 per share since its listing. The live broadcast room of Dongfang Selection has been tepid for more than half a year, and the sales are not there<a href=\"https://laohu8.com/S/DYIN\">Douyin</a>Top 100 of the internal ranking list.</p><p>Adhering to the \"venture capital\" mentality, Lin He is already the earliest die-hard fan of Dongfang Selection. Every night, he and other fans will discuss the effect of the live broadcast room and areas that can be improved in the group, and leave messages to Dong Yuhui and Sun Dongxu to discuss the direction of the live broadcast..</p><p>\"They were all quite anxious at that time. There were very few people in the live broadcast room and the effect was extremely poor. We often left messages to encourage them. Even how to turn on the lights in the live broadcast room, we would discuss with them... The number of fans in the live broadcast room just broke 1,000. At that time, everyone was very excited.\"</p><p>At this time, Lin He has held New Oriental Online for one and a half years. Zhu Shengze chose to leave the market when the share price of New Oriental Online fell to about HK $3. He sold half of his shares.</p><p>This became the thing he regretted 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 sold off, the live broadcast room of Dongfang Selection suddenly exploded, and the stock price of New Oriental Online soared.</p><p>On June 9, the total number of fans in the Dongfang Selection live broadcast room exceeded one million, and the number of fans exceeded 10 million 7 days later. Huge engine data shows that on June 13, the highest number of viewers in a single game in the Oriental Selection live broadcast room was 7.717 million, and the sales in a single game exceeded 10 million in a row from 10 to 13.</p><p>Soaring sales also caused the stock price to rise by 554.46% in a week, from the initial closing price of HK $4.37 per share to the closing price of HK $28.6 per share.</p><p>In just one week, the stock price of New Oriental Online soared, and the live broadcast room attracted more and more attention. No one knows whether the popularity of Dongfang Selection is short-lived or can be supported for a long time, and whether the live broadcast room alone can continue to support the company's stock price.</p><p>The second shareholder who withdrew first<a href=\"https://laohu8.com/S/00700\">Tencent</a>。 On June 15, Tencent sold 35.6125 million shares at an average price of HK $9.6; On the next day, another 38.9914 million shares were sold. After two reductions, Tencent's shareholding ratio plummeted from 9.04% to 1.58%. It's almost a clearance operation.</p><p>Those who are bearish later are brokerages. June 17th,<a href=\"https://laohu8.com/S/600999\">China Merchants Securities</a>Issued a research report downgrading 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 P/E of 35 times the live streaming business. The current valuation is too aggressive.\"</p><p>\"The stock price rose very fast every day that week, and you basically didn't have time to think about it. I watched the stock price rise from three yuan to ten yuan. All my friends around me told me to sell first and then buy, including my earliest fan base. Everyone was discussing what to do. I definitely couldn't convince myself in my heart, for fear of selling cheaply. After all, the cost of holding positions is high...\" Lin He said.</p><p>The continuous decline of New Oriental Online's stock price did not make Lin He anxious and confused, but the soaring stock price made him at a loss.</p><p>On June 20th, Lin He chose to sell his stock and leave the market. After holding New Oriental Online for one and a half years, he experienced the lowest point of the stock price, and he gained 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. The next day, when the stock price was still rising, he increased his position to 50%. Yang Tianjiacang's confidence comes from his emphasis on the scarcity of Dongfang Selection's 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>The share price of New Oriental Online did not live up to Yang Tian's confidence, and it even did not live up to the late entrants in the second half of the year.</p><p>A week after the stock price soared, New Oriental Online once again fell from 20 Hong Kong dollars to more than ten Hong Kong dollars. Lisa, who has a financial background, bought it at around 16 Hong Kong dollars, and Zhu Sheng also bought it again at this time. No matter 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 popularity of Dongfang Selection Live Broadcast Room, will soar in the second half of the year.</p><p>From June 1 to December 13, the company's initial 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 a report released, since June 2022, the cumulative GMV of Dongfang Selection 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 broadcast e-commerce business is expected to reach 9.994 billion in 2023, bringing in approximately 2.67 billion in revenue.</p><p>Dongfang Selection pioneered a content-oriented selling method based on \"knowledge bringing goods\". At that time, Taobao's top anchor was in the stage of suspension, and Douyin's top anchor made a friend. Luo Yonghao, the core anchor of the live broadcast room, withdrew from starting a business. The live broadcast e-commerce market traffic is very scattered. \"Learning English\" was once the cornerstone of New Oriental's online start and development, and it has once again evolved into a characteristic content live broadcast form of \"bilingual sales\".</p><p>Yang Tian once held New Oriental Online in full warehouse. His courage to full warehouse came from valuing the scarcity of the live broadcast room of Oriental Selection. During the process of watching live broadcasts and participating in shopping, he felt that Oriental Selection should not only do the live broadcast room, but the agricultural science and technology platform. During the half-year hot period, the categories of its own products have continued to increase and the supply chain has been built rapidly.</p><p>According to the rough estimate of Cicada Mama's data, in October, the number of self-operated products selected by Dongfang accounted for about 20%-30%, and GMV (estimated) accounted for about 30%-40%. The company adds 5-10 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 Dongfang Selection's own products is very good. It can be repurchased more than a dozen or even dozens of times a year. Live delivery is an asset-light business, and its future gross profit margin will be very high, and they are not satisfied with this. The establishment of self-operated brands and the exploration of live broadcast accounts (referring to\" beautiful life \") matrix 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>See the possibility of New Oriental Online in the experience. \"Their team is very mature and has developed smoothly in the past six months, which is rare among startups. The live broadcast business continues to make 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 the Dongfang Selection live broadcast room is also due to the trend of downgrading consumption of the urban middle class. \"Originally, I would 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. 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 is engaged in online education, and there are certain similarities between teaching and explanation of goods. In many years of educational experience, it has a huge talent pool and training system. There will never be a shortage of anchors, and the potential will be great.\"</p><p>Live broadcast data fraud is likely to become the Achilles heel of live broadcast e-commerce companies, and here Yang Tian, Lisa and Lin He all believe in the promise of New Oriental Online's management 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 the company over the years. If they can't, this is not Yu Minhong.\" Yang Tian said,</p><p>Among the investors interviewed by 36Kr, the investment in New Oriental Online cannot be avoided by Yu Minhong himself.</p><p>Investment tycoon Duan Yongping once wrote:</p><p><img src=\"https://static.tigerbbs.com/1d67aca388e7175dde2ccea082a6664d\" tg-width=\"1080\" tg-height=\"1192\" referrerpolicy=\"no-referrer\"/></p><p>Regarding the investment in New Oriental Online, Zhu Sheng repeatedly review afterwards. It seems that due to his uncertainty, the investment income in New Oriental Online has changed from potential millions of yuan to hundreds of thousands of yuan. \"It'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 neither did the direction of doing live streaming. Even if the share price of New Oriental Online 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 tests your mentality in the middle. I thought my mentality was better than my vision. Facts have proved that I overestimated my mentality, and the operation in the middle violated my original intention. How many times can you meet such an investment target in your life?\"</p><p>For Yang Jiu and Lisa, their harvest has just begun in June. During the half-year investment in New Oriental Online, Lisa achieved a seven-figure income of over one million yuan, making up for the investment losses of other stocks.</p><p>Yang Tian's floating profit earns more. Because he helps others and takes care of some stocks, he told 36 Krypton: \"Now the scale of the floating profit position can buy a suite in Shenzhen. In my own words, the income is not that much. After all, there was a loss in the first half of the year, of course there is a profit.\" In Shenzhen, a slightly larger house costs tens of millions of yuan to start.</p><p>After Lin He sold part of it in June, he entered the market again. The investment in New Oriental Online also made up for his other investment losses this year. The total income from four sales reached 2.5844 million 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 and on. Some netizens wrote: \"I followed a netizen before, with 4 million funds in New Oriental Online, and earned 20 million. The current market value of the position is 25 million... This person is awesome. When New Oriental soared to 30 yuan, he was at It was sold for 28 yuan, and it was predicted to be picked up for 15 yuan. Later, it fell to 15 yuan to be picked up, and now it has risen to 40 yuan, which is really awesome.\"</p><p>Whether it is for investors or the capital market, New Oriental Online is a legendary company this year. It experienced the lowest stock price season, and it also ran out of a new business direction in just one year.</p><p>It even gives investors an entirely new investment experience. Lin He, Lisa, Zhu Sheng and Yang Tian did not watch Douyin or participate in live shopping before, but Dongfang Selection changed their lifestyle. Lin He and Lisa's daily necessities are no longer purchased in large supermarkets, but all purchased from the Dongfang Selection live broadcast room.</p><p>Today, Lin He watches the live broadcast of Dongfang Selection for 20 minutes every morning. He regularly buys books in the live broadcast room every week and also watches the schedule of the same anchor. \"I don't just watch the live broadcast after investing in their stocks, but I have a deep affection 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 his investment in New Oriental Online. \"It's not just the reason for earning money, but that you are good at it and it meets your expectations.</p><p>In the business world, stories of predicament reversals are few and far between. 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 it be possible to 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 this 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,"EDU":0.9,"09901":0.9}},"isVote":1,"tweetType":1,"viewCount":1744,"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":"us","language":"zh","title":"Overnight, a piece of news turned international oil prices 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>Summary: 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 in response, falling 6% at one point. However, Saudi Arabia has since denied relevant reports. The Saudi Energy Minister stated that the current production reduction of 2 million barrels per day will continue until the end of 2023, and he is ready to further reduce production if necessary. The decline in oil prices narrowed sharply, and all lost ground was recovered at one point. 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, oil prices fell rapidly and continued to expand. The intraday decline in international oil prices expanded to 6%. WTI crude oil futures were at US $75.30/barrel and Brent oil was at US $82.36/barrel. Affected by the sharp drop in international oil prices, energy stocks generally fell.<a href=\"https://laohu8.com/S/MUR\">Murphy Oil</a>Falling more than 5%, Buffett's heavy position<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>It once fell more than 6% during 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\">British Oil</a>Follow the decline.</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 targets were set for oil supply in November and December. The impact of October's production reduction decision on global crude oil supply is smaller than the headline figure, because the oil production of several countries is already far below their quotas, and the actual production reduction scale is about 880,000 barrels per day.</p><p><b>The timing of OPEC considering increasing production is unusual.</b>Usually, increasing production will lower oil prices, 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 during the session for the first time in a year. Since 2022, WTI crude oil futures have been at a discount as a whole, reaching a peak in the second quarter. Since late July, the far-month discount of crude oil has narrowed significantly, indicating that the expectation of relatively tight supply has eased significantly, and also highlighting that the trend of oil prices is significantly weaker than that of the first half of the year.</p><p><b>Although it seems \"incredible\" to increase production during the low oil price period, 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) on Russian oil, the easing of tensions between the United States and Saudi Arabia, the peak seasonal oil demand in winter, and calls within OPEC to increase production.</b></p><p><b>However, Saudi Arabia has since denied relevant media reports.</b>Saudi Arabia also stated that it is ready to further reduce production if necessary. Saudi Energy Minister Abdulaziz bin Salman said in a statement issued through the Saudi Press Agency:<b>\"OPEC + 's current production cuts of 2 million barrels per day will continue until the end of 2023. If further measures are needed to balance supply and demand through production cuts, we are ready to intervene.\"</b></p><p><b>The UAE Energy Minister subsequently denied media reports,</b>It said that it is discussing with other OPEC members about changing 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 recovered during the session. U.S. oil rebounded above $80, compared with 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 the price ceiling of Russian oil exports, and the relevant restrictions are expected to take effect on December 5.</b>Previous news generally pointed to the price ceiling of Russian oil that may be between 40-60 US dollars per barrel, which is basically equal to Russia's oil production cost 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 indicated that it will not sell oil to any country participating in the price cap.</p><p>Market analysts predict that the G7 price ceiling on Russian oil will potentially push Russian crude oil out of the market and push oil prices higher.</p><p>If OPEC + increases production, it will supplement Russian crude oil supplies. Saudi Energy Minister Abdulaziz bin Salman said last month in response to the looming Russian oil shortage that the kingdom would supply oil to all who needed it. Market participants pointed out that OPEC members have sent a signal to Western countries that they will step up action if Russian crude oil production declines.</p><p><b>The easing of tensions between the United States and Saudi Arabia</b></p><p>OPEC's previous decision to reduce production in October angered the United States. Since this year, the Biden administration has worked hard 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 mid-term 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 insists that the production cut is not to support Russia. The production cut is due to signs of slowing down in the global economy and possible weak oil demand.</p><p>No matter how Saudi Arabia \"justifies\" the production reduction, the relationship between Saudi Arabia and the United States has fallen to a trough due to differences in oil production.<b>If OPEC increases production, it will help repair differences with the United States.</b></p><p>A few days before the news that OPEC was considering increasing crude oil production by up to 500,000 barrels per day came out, according to CCTV news, the U.S. government said that the Saudi Crown Prince enjoyed immunity in the Khashoggi case. On November 18, local time, the U.S. government decided<a href=\"https://laohu8.com/S/WPO\">Washington Post</a>In the lawsuit filed by journalist Jamal Khashoggi's fiancee against Saudi Crown Prince Mohammed, Saudi Crown Prince Mohammed should enjoy immunity. Earlier, it was believed 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 current consideration of increasing crude oil production is a response to the increase in oil consumption in winter.<b>Usually, oil consumption increases in winter.</b>Compared with the 2022 average, oil demand is expected to increase by 1.69 million barrels per day in the first quarter of next year to 101.3 million barrels per day.</p><p><b>Calls within OPEC to increase production</b></p><p>Another factor driving production increase is that,<b>OPEC's two main members, Iraq and the United Arab Emirates, 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 increase its production quota, but the Saudis have rejected it. The UAE's strategy: sell as much crude as possible before oil demand dries up. Iraq is OPEC's second largest crude oil producer, and earlier this month Iraqi Prime Minister Mohammed Shia'al-Sudani said he would discuss new quotas with other members at his next meeting.</p><p>Discussions on OPEC production quotas have been on hold for months. Delegates said the idea faces opposition from some member countries because many countries are unable to meet their current targets, and raising quotas for other countries with high capacity could raise political problems.</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 piece of news turned international oil prices 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 piece of news turned international oil prices 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>Summary: 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 in response, falling 6% at one point. However, Saudi Arabia has since denied relevant reports. The Saudi Energy Minister stated that the current production reduction of 2 million barrels per day will continue until the end of 2023, and he is ready to further reduce production if necessary. The decline in oil prices narrowed sharply, and all lost ground was recovered at one point. 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, oil prices fell rapidly and continued to expand. The intraday decline in international oil prices expanded to 6%. WTI crude oil futures were at US $75.30/barrel and Brent oil was at US $82.36/barrel. Affected by the sharp drop in international oil prices, energy stocks generally fell.<a href=\"https://laohu8.com/S/MUR\">Murphy Oil</a>Falling more than 5%, Buffett's heavy position<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>It once fell more than 6% during 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\">British Oil</a>Follow the decline.</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 targets were set for oil supply in November and December. The impact of October's production reduction decision on global crude oil supply is smaller than the headline figure, because the oil production of several countries is already far below their quotas, and the actual production reduction scale is about 880,000 barrels per day.</p><p><b>The timing of OPEC considering increasing production is unusual.</b>Usually, increasing production will lower oil prices, 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 during the session for the first time in a year. Since 2022, WTI crude oil futures have been at a discount as a whole, reaching a peak in the second quarter. Since late July, the far-month discount of crude oil has narrowed significantly, indicating that the expectation of relatively tight supply has eased significantly, and also highlighting that the trend of oil prices is significantly weaker than that of the first half of the year.</p><p><b>Although it seems \"incredible\" to increase production during the low oil price period, 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) on Russian oil, the easing of tensions between the United States and Saudi Arabia, the peak seasonal oil demand in winter, and calls within OPEC to increase production.</b></p><p><b>However, Saudi Arabia has since denied relevant media reports.</b>Saudi Arabia also stated that it is ready to further reduce production if necessary. Saudi Energy Minister Abdulaziz bin Salman said in a statement issued through the Saudi Press Agency:<b>\"OPEC + 's current production cuts of 2 million barrels per day will continue until the end of 2023. If further measures are needed to balance supply and demand through production cuts, we are ready to intervene.\"</b></p><p><b>The UAE Energy Minister subsequently denied media reports,</b>It said that it is discussing with other OPEC members about changing 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 recovered during the session. U.S. oil rebounded above $80, compared with 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 the price ceiling of Russian oil exports, and the relevant restrictions are expected to take effect on December 5.</b>Previous news generally pointed to the price ceiling of Russian oil that may be between 40-60 US dollars per barrel, which is basically equal to Russia's oil production cost 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 indicated that it will not sell oil to any country participating in the price cap.</p><p>Market analysts predict that the G7 price ceiling on Russian oil will potentially push Russian crude oil out of the market and push oil prices higher.</p><p>If OPEC + increases production, it will supplement Russian crude oil supplies. Saudi Energy Minister Abdulaziz bin Salman said last month in response to the looming Russian oil shortage that the kingdom would supply oil to all who needed it. Market participants pointed out that OPEC members have sent a signal to Western countries that they will step up action if Russian crude oil production declines.</p><p><b>The easing of tensions between the United States and Saudi Arabia</b></p><p>OPEC's previous decision to reduce production in October angered the United States. Since this year, the Biden administration has worked hard 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 mid-term 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 insists that the production cut is not to support Russia. The production cut is due to signs of slowing down in the global economy and possible weak oil demand.</p><p>No matter how Saudi Arabia \"justifies\" the production reduction, the relationship between Saudi Arabia and the United States has fallen to a trough due to differences in oil production.<b>If OPEC increases production, it will help repair differences with the United States.</b></p><p>A few days before the news that OPEC was considering increasing crude oil production by up to 500,000 barrels per day came out, according to CCTV news, the U.S. government said that the Saudi Crown Prince enjoyed immunity in the Khashoggi case. On November 18, local time, the U.S. government decided<a href=\"https://laohu8.com/S/WPO\">Washington Post</a>In the lawsuit filed by journalist Jamal Khashoggi's fiancee against Saudi Crown Prince Mohammed, Saudi Crown Prince Mohammed should enjoy immunity. Earlier, it was believed 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 current consideration of increasing crude oil production is a response to the increase in oil consumption in winter.<b>Usually, oil consumption increases in winter.</b>Compared with the 2022 average, oil demand is expected to increase by 1.69 million barrels per day in the first quarter of next year to 101.3 million barrels per day.</p><p><b>Calls within OPEC to increase production</b></p><p>Another factor driving production increase is that,<b>OPEC's two main members, Iraq and the United Arab Emirates, 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 increase its production quota, but the Saudis have rejected it. The UAE's strategy: sell as much crude as possible before oil demand dries up. Iraq is OPEC's second largest crude oil producer, and earlier this month Iraqi Prime Minister Mohammed Shia'al-Sudani said he would discuss new quotas with other members at his next meeting.</p><p>Discussions on OPEC production quotas have been on hold for months. Delegates said the idea faces opposition from some member countries because many countries are unable to meet their current targets, and raising quotas for other countries with high capacity could raise political problems.</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":2740,"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":"hk","language":"zh","title":"Last night and this morning | Hawkish arguments put pressure, the Nasdaq fell 0.35%, and Chinese concept stocks bucked the market and rose sharply!","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>Introduction ① Hawkish arguments put pressure, U.S. stocks closed down across the board, and Chinese concept stocks bucked the market and rose sharply; ② Gold and crude oil fell hand in hand, and U.S. oil fell nearly 5%; ③ Britain's \"enlargement move\": tax increase of 14 billion pounds; ④ The French Finance Minister denounced the American bill face to face. 1. Overseas market</p><p>1. Federal Reserve officials continued to suppress market sentiment. U.S. stocks closed down and the Nasdaq fell 0.35%.</p><p>U.S. stocks closed lower on Thursday. Comments from Federal Reserve officials that rate hike's campaign is far from over weighed on stock indexes. Investors are evaluating the latest economic data and earnings reports. Rising U.S. bond yields have aroused investor concerns about a U.S. recession. Fed officials reiterated their determination to continue fighting inflation and warned of more pain ahead. As of the close, the Dow Jones index fell 0.02%, the Nasdaq index fell 0.35%, and the S&P 500 index fell 0.3%.</p><p>Most large technology stocks fell,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Fell more than 2%,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Fell more than 1%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>, AMD rose more than 1%. Software applications and non-ferrous metals sectors were among the top losers.<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\">Eli Lilly</a>Up more than 2%.</p><p>2. Popular Chinese concept stocks bucked the market and generally rose<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>Up more than 7%</p><p>Popular Chinese concept stocks generally rose, with the Nasdaq China Golden Dragon Index rising 3.71%. Alibaba, JD.com, and Weibo rose 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 more than 4%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Rose more than 3%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up more than 2%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>, Manbang rose more than 1%.<a href=\"https://laohu8.com/S/QD\">Fun shop</a>Fell more than 5%,<a href=\"https://laohu8.com/S/MF\">Daily excellent fresh</a>Fell more than 1%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Slight decline.</p><p>3. Most major European stock indexes closed down, 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\">UK FTSE 100</a>The index fell 0.06%, the French 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 on the New York Mercantile Exchange fell $3.95, or 4.6%, to settle at $81.64 a barrel, 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 settle at $1,763 an ounce on the New York Mercantile Exchange. Rate hike from the Federal Reserve is expected to push the dollar stronger and Treasury Bond yields higher, putting pressure on gold prices.</p><p>2. Macro news</p><p>1. \"Eagle King\" Bullard: The Fed has not done enough and still needs further rate hike</p><p>On Thursday (November 17) 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 its goal of calming inflation.</p><p>So far this year, the Federal Reserve has made six rate hike, raising interest rates by 375 basis points, and raising the target range of federal interest rates to 3.75%-4%. This is 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 cap</p><p>A U.S. official said recently that the government plans to issue guidance in the next few days on the Russian oil price cap that will take effect on December 5. Mullinax, director of the U.S. Office of Sanctions Policy and Enforcement, said the government is maintaining close contact with industry and international partners on the issue of oil price caps and will handle the issue in a spirit of flexibility. The United States, its G7 allies and Australia plan to limit the price of Russian seaborne oil from December 5, and the second restriction on petroleum products will take effect on February 5 next year.</p><p>3. Fed 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 needs a rate hike \"at least\" of 5%-5.25% to curb inflation. Financial markets were shaken, and investors recalibrated their estimates of 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 increasing it to 5%-5.25%, which is the lowest level. According to the analysis, At least until this level keeps interest rates in restrictive territory.\" Before Bullard spoke, several Fed officials had reiterated their determination to raise interest rates.</p><p>4. Lunni fell nearly 8% in intraday trading. The UK announced its autumn budget: playing a combination of \"tax increase + spending reduction\"</p><p>Last night, Lunni continued its decline. As of 23:45, Lunni fell nearly 8%. As of the close this morning, Lunni closed down about 9% again, and fell nearly 20% in two days.</p><p>On the evening of November 17th, British Chancellor of the Exchequer Jeremy Hunt 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 situation globally, Hunt said.</p><p>In terms of personal income tax, the 45% tax threshold will be reduced from 150,000 pounds per year to 125,140 pounds. From January 1 to March 28, 2023, the UK government's energy profit tax on oil and gas companies will increase from 25% to 35%, and a temporary tax of 45% will be imposed on power companies from January 1. The measures are expected to generate £ 14 bn in revenue for the UK government.</p><p>5. UN Secretary-General Guterres: All parties should take action to reach an agreement on a climate agreement</p><p>On Thursday (November 17th) local time, UN Secretary-General Guterres called on all countries to \"act\" on climate issues, overcome the \"break 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, \"Now is not the time to blame each other. Shirking responsibility will only bring destruction\". He called on all parties to take action in three key areas, namely, effectively dealing with losses and damages, narrowing the emission gap, and fulfilling financing commitments.</p><p>6. The French Finance Minister denounced the \"Inflation Reduction Act\" in person and asked 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 the European economy and urged the Biden administration to amend the bill.</p><p>On Wednesday (November 16) local time, French Minister of Economy and Finance Bruno Le Maire told the media that the US government's subsidy policy for \"American-made\" 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 slows down, OPEC has returned to dominance</p><p>On Thursday (November 17) local time, at an investor conference held in Miami, Florida,<a href=\"https://laohu8.com/S/USEG\">US Energy</a>John Hess, CEO of the company, said that amid the slowdown in shale oil growth in the United States, the Organization of the Petroleum Exporting Countries (OPEC), as the largest production regulator, has returned to its dominant position.</p><p>The so-called Swing Producer usually refers to a commodity or oligopolistic supplier that controls its global reserves and has a large amount of idle capacity. Swing producers are able to increase or decrease supply with minimal additional internal costs, thereby affecting prices and balancing the market. Typical production regulators include Saudi Arabian oil, Russian potash fertilizer and historically De Beers diamonds.</p><p>8. Pelosi: Will not run for Democratic leadership position but will continue to serve as a lawmaker</p><p>Pelosi's era is over. On Thursday (November 17), Eastern Time, after 20 years of leading the Democratic Party, U.S. House Speaker Pelosi said that she would step down as the leader of the Democratic Party in the House of Representatives and would not run for Democratic leadership again. position, 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 Pelosi, 82, is expected to usher in a major reshuffle of the House Democratic Party.</p><p>9. U.S. mortgage rates fell to 6.61%, the largest drop since 1981</p><p>Mortgage rates in the United States recorded their biggest weekly decline in nearly 41 years, and after a rapid rise, they fell back. Freddie Mac issued a statement Thursday saying the average interest rate on a 30-year fixed-rate mortgage is 6.61%, the lowest level in nearly two months. It was 7.08% last week. The decline in mortgage rates follows recent movements in 10-year Treasury Bond yields as last week's official data showed inflation eased in October. Investors expect that the Federal Reserve may begin to slow down its rate hike in the coming months. However, Federal Reserve Chairman Jerome Powell has said it is too early to consider a pause.</p><p>10. bottom out? European car sales increased 14% year-on-year in October, maintaining growth for three consecutive months</p><p>European car sales rose for the third consecutive month in October as supply chain problems eased, however the market grew worried that worsening economic conditions could deter car buyers.</p><p>European Automobile Manufacturers Association (ACEA) data showed on Thursday that European Union, European Free Trade Association (EFTA) and British automakers delivered a total of 910,753 vehicles last month, a year-on-year increase of 14%.</p><p>3. Company News</p><p>1、<a href=\"https://laohu8.com/NW/2284999087\" target=\"_blank\">Alibaba's inflection point is approaching: Alibaba Cloud and Cainiao carry the flag after Taobao and Tmall</a></p><p>On the evening of November 17, Alibaba announced its quarterly results for the end of September 2022. This quarter, Alibaba's revenue was 207.176 billion yuan, a year-on-year increase of 3%; Adjusted EBITA increased by 29% year-on-year to RMB 36.164 billion, meeting market expectations. On the whole, Alibaba is in a critical adjustment period, and Cainiao and Alibaba Cloud are expected to carry Alibaba's next stage of growth. Among them, Cainiao's operating income before offsetting cross-segment transactions increased by 26% year-on-year to 18.282 billion yuan in this quarter; Alibaba Cloud's adjusted EBITA was 434 million yuan, achieving profitability for two consecutive years.</p><p>2、<a href=\"https://laohu8.com/NW/2284792387\" target=\"_blank\">Self-driving cars encounter another cold wave, Volkswagen's new CEO may postpone or cancel related plans</a></p><p>Oliver Blume, CEO of audi ag, who has just taken office, is evaluating the self-driving car project. This is the first time that he has adjusted the company's strategic direction in the two months since he took office. According to people familiar with the matter, Bloomer may delay the Trinty self-driving car project and cancel plans to build a new factory for the project near the company's headquarters. In a letter to employees from Bloomer and Volkswagen Passenger Cars CEO Thomas Schaefer, the two executives said that \"we are taking 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 at more than 100 Starbucks stores launch a strike campaign to demand higher wages and benefits</a></p><p>On Thursday, Eastern Time, employees at more than 100 Starbucks stores jointly held a strike movement, trying to put pressure on the company to raise wages and benefits. The union said the strike came on Starbucks' \"Red Cup Day,\" an annual promotion at Starbucks that is typically one of the busiest days of the year and is also seen as a key driver of the company's fourth-quarter sales. The union said ahead of the strike: \"Starbucks' anti-union campaign began in the summer of 2021, when Starbucks sent more than 100 managers, executives and corporate representatives to spy on, threaten and intimidate workers. Since then, Starbucks' destruction of unions has gotten worse.\"</p><p>4、<a href=\"https://laohu8.com/S/VALE\">Vale</a>And<a href=\"https://laohu8.com/S/GM\">General Motors</a>Long-term Canadian nickel supply agreement signed</p><p>Vale Canada and General Motors announced on Thursday that they have signed a long-term nickel supply agreement, which will see Vale's factory in Canada supply GM with battery-grade nickel sulfate for a long time to support its rapidly growing electric vehicle production needs in North America. This move underscores Vale's market leadership as North America's largest producer of finished nickel products and its unique strategic position as a preferred supplier to the electric vehicle industry.</p><p>5. General Motors expects U.S. light vehicle sales to reach 15 million in 2023</p><p>GM CFO said that GM expects to sell 15 million light vehicles in the United States in 2023; Supply chain challenges remain in 2023; Looking forward to \"pricing normalization\" in the US auto market.</p><p>6. Net profit increased 10 times Lithium mining giant SQM expects high lithium prices to continue in 2023</p><p>Although the long-term lithium ore market outlook is promising, it faces headwinds in the short term. Affected by soaring lithium prices and record sales, Chilean lithium mining giant SQM's net profit in the third quarter increased nearly 10 times year-on-year. At the same time, SQM predicts that global lithium demand will increase by 40% this year, and the rise in lithium prices will continue into 2023.</p><p>On Thursday, financial report data released by SQM showed that revenue in the third quarter of this year increased by 347% year-on-year to US $2.958 billion, and net profit surged nearly ten times to US $1.1 billion, exceeding analysts' expectations. Among them, lithium mining business revenue increased by more than 12 times.</p><p>7、<a href=\"https://laohu8.com/NW/2284185327\" target=\"_blank\">Others panic and I am greedy, \"Sister Wood\" continues to buy digital currency assets at the bottom</a></p><p>When the FTX thunderstorm caused turmoil in the currency circle, \"Sister Wood\" Cathie Wood and others panicked that I was greedy and continued to buy digital currency assets at the bottom.</p><p>On Wednesday, ARKK, the flagship fund of \"Sister Wood\", bought nearly 164,000 shares of Coinbase, and its other ETF, Ark Financial Technology Innovation (ARKF), added about 82,000 shares of Coinbase. In addition, it also bought about 141,000 shares of Silvergate Capital (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 arguments put pressure, the Nasdaq fell 0.35%, and Chinese concept stocks bucked the market and rose sharply!</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 arguments put pressure, the Nasdaq fell 0.35%, and Chinese concept stocks bucked the market and rose sharply!\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>Introduction ① Hawkish arguments put pressure, U.S. stocks closed down across the board, and Chinese concept stocks bucked the market and rose sharply; ② Gold and crude oil fell hand in hand, and U.S. oil fell nearly 5%; ③ Britain's \"enlargement move\": tax increase of 14 billion pounds; ④ The French Finance Minister denounced the American bill face to face. 1. Overseas market</p><p>1. Federal Reserve officials continued to suppress market sentiment. U.S. stocks closed down and the Nasdaq fell 0.35%.</p><p>U.S. stocks closed lower on Thursday. Comments from Federal Reserve officials that rate hike's campaign is far from over weighed on stock indexes. Investors are evaluating the latest economic data and earnings reports. Rising U.S. bond yields have aroused investor concerns about a U.S. recession. Fed officials reiterated their determination to continue fighting inflation and warned of more pain ahead. As of the close, the Dow Jones index fell 0.02%, the Nasdaq index fell 0.35%, and the S&P 500 index fell 0.3%.</p><p>Most large technology stocks fell,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Fell more than 2%,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Fell more than 1%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>, AMD rose more than 1%. Software applications and non-ferrous metals sectors were among the top losers.<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\">Eli Lilly</a>Up more than 2%.</p><p>2. Popular Chinese concept stocks bucked the market and generally rose<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>Up more than 7%</p><p>Popular Chinese concept stocks generally rose, with the Nasdaq China Golden Dragon Index rising 3.71%. Alibaba, JD.com, and Weibo rose 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 more than 4%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Rose more than 3%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up more than 2%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>, Manbang rose more than 1%.<a href=\"https://laohu8.com/S/QD\">Fun shop</a>Fell more than 5%,<a href=\"https://laohu8.com/S/MF\">Daily excellent fresh</a>Fell more than 1%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Slight decline.</p><p>3. Most major European stock indexes closed down, 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\">UK FTSE 100</a>The index fell 0.06%, the French 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 on the New York Mercantile Exchange fell $3.95, or 4.6%, to settle at $81.64 a barrel, 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 settle at $1,763 an ounce on the New York Mercantile Exchange. Rate hike from the Federal Reserve is expected to push the dollar stronger and Treasury Bond yields higher, putting pressure on gold prices.</p><p>2. Macro news</p><p>1. \"Eagle King\" Bullard: The Fed has not done enough and still needs further rate hike</p><p>On Thursday (November 17) 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 its goal of calming inflation.</p><p>So far this year, the Federal Reserve has made six rate hike, raising interest rates by 375 basis points, and raising the target range of federal interest rates to 3.75%-4%. This is 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 cap</p><p>A U.S. official said recently that the government plans to issue guidance in the next few days on the Russian oil price cap that will take effect on December 5. Mullinax, director of the U.S. Office of Sanctions Policy and Enforcement, said the government is maintaining close contact with industry and international partners on the issue of oil price caps and will handle the issue in a spirit of flexibility. The United States, its G7 allies and Australia plan to limit the price of Russian seaborne oil from December 5, and the second restriction on petroleum products will take effect on February 5 next year.</p><p>3. Fed 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 needs a rate hike \"at least\" of 5%-5.25% to curb inflation. Financial markets were shaken, and investors recalibrated their estimates of 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 increasing it to 5%-5.25%, which is the lowest level. According to the analysis, At least until this level keeps interest rates in restrictive territory.\" Before Bullard spoke, several Fed officials had reiterated their determination to raise interest rates.</p><p>4. Lunni fell nearly 8% in intraday trading. The UK announced its autumn budget: playing a combination of \"tax increase + spending reduction\"</p><p>Last night, Lunni continued its decline. As of 23:45, Lunni fell nearly 8%. As of the close this morning, Lunni closed down about 9% again, and fell nearly 20% in two days.</p><p>On the evening of November 17th, British Chancellor of the Exchequer Jeremy Hunt 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 situation globally, Hunt said.</p><p>In terms of personal income tax, the 45% tax threshold will be reduced from 150,000 pounds per year to 125,140 pounds. From January 1 to March 28, 2023, the UK government's energy profit tax on oil and gas companies will increase from 25% to 35%, and a temporary tax of 45% will be imposed on power companies from January 1. The measures are expected to generate £ 14 bn in revenue for the UK government.</p><p>5. UN Secretary-General Guterres: All parties should take action to reach an agreement on a climate agreement</p><p>On Thursday (November 17th) local time, UN Secretary-General Guterres called on all countries to \"act\" on climate issues, overcome the \"break 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, \"Now is not the time to blame each other. Shirking responsibility will only bring destruction\". He called on all parties to take action in three key areas, namely, effectively dealing with losses and damages, narrowing the emission gap, and fulfilling financing commitments.</p><p>6. The French Finance Minister denounced the \"Inflation Reduction Act\" in person and asked 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 the European economy and urged the Biden administration to amend the bill.</p><p>On Wednesday (November 16) local time, French Minister of Economy and Finance Bruno Le Maire told the media that the US government's subsidy policy for \"American-made\" 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 slows down, OPEC has returned to dominance</p><p>On Thursday (November 17) local time, at an investor conference held in Miami, Florida,<a href=\"https://laohu8.com/S/USEG\">US Energy</a>John Hess, CEO of the company, said that amid the slowdown in shale oil growth in the United States, the Organization of the Petroleum Exporting Countries (OPEC), as the largest production regulator, has returned to its dominant position.</p><p>The so-called Swing Producer usually refers to a commodity or oligopolistic supplier that controls its global reserves and has a large amount of idle capacity. Swing producers are able to increase or decrease supply with minimal additional internal costs, thereby affecting prices and balancing the market. Typical production regulators include Saudi Arabian oil, Russian potash fertilizer and historically De Beers diamonds.</p><p>8. Pelosi: Will not run for Democratic leadership position but will continue to serve as a lawmaker</p><p>Pelosi's era is over. On Thursday (November 17), Eastern Time, after 20 years of leading the Democratic Party, U.S. House Speaker Pelosi said that she would step down as the leader of the Democratic Party in the House of Representatives and would not run for Democratic leadership again. position, 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 Pelosi, 82, is expected to usher in a major reshuffle of the House Democratic Party.</p><p>9. U.S. mortgage rates fell to 6.61%, the largest drop since 1981</p><p>Mortgage rates in the United States recorded their biggest weekly decline in nearly 41 years, and after a rapid rise, they fell back. Freddie Mac issued a statement Thursday saying the average interest rate on a 30-year fixed-rate mortgage is 6.61%, the lowest level in nearly two months. It was 7.08% last week. The decline in mortgage rates follows recent movements in 10-year Treasury Bond yields as last week's official data showed inflation eased in October. Investors expect that the Federal Reserve may begin to slow down its rate hike in the coming months. However, Federal Reserve Chairman Jerome Powell has said it is too early to consider a pause.</p><p>10. bottom out? European car sales increased 14% year-on-year in October, maintaining growth for three consecutive months</p><p>European car sales rose for the third consecutive month in October as supply chain problems eased, however the market grew worried that worsening economic conditions could deter car buyers.</p><p>European Automobile Manufacturers Association (ACEA) data showed on Thursday that European Union, European Free Trade Association (EFTA) and British automakers delivered a total of 910,753 vehicles last month, a year-on-year increase of 14%.</p><p>3. Company News</p><p>1、<a href=\"https://laohu8.com/NW/2284999087\" target=\"_blank\">Alibaba's inflection point is approaching: Alibaba Cloud and Cainiao carry the flag after Taobao and Tmall</a></p><p>On the evening of November 17, Alibaba announced its quarterly results for the end of September 2022. This quarter, Alibaba's revenue was 207.176 billion yuan, a year-on-year increase of 3%; Adjusted EBITA increased by 29% year-on-year to RMB 36.164 billion, meeting market expectations. On the whole, Alibaba is in a critical adjustment period, and Cainiao and Alibaba Cloud are expected to carry Alibaba's next stage of growth. Among them, Cainiao's operating income before offsetting cross-segment transactions increased by 26% year-on-year to 18.282 billion yuan in this quarter; Alibaba Cloud's adjusted EBITA was 434 million yuan, achieving profitability for two consecutive years.</p><p>2、<a href=\"https://laohu8.com/NW/2284792387\" target=\"_blank\">Self-driving cars encounter another cold wave, Volkswagen's new CEO may postpone or cancel related plans</a></p><p>Oliver Blume, CEO of audi ag, who has just taken office, is evaluating the self-driving car project. This is the first time that he has adjusted the company's strategic direction in the two months since he took office. According to people familiar with the matter, Bloomer may delay the Trinty self-driving car project and cancel plans to build a new factory for the project near the company's headquarters. In a letter to employees from Bloomer and Volkswagen Passenger Cars CEO Thomas Schaefer, the two executives said that \"we are taking 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 at more than 100 Starbucks stores launch a strike campaign to demand higher wages and benefits</a></p><p>On Thursday, Eastern Time, employees at more than 100 Starbucks stores jointly held a strike movement, trying to put pressure on the company to raise wages and benefits. The union said the strike came on Starbucks' \"Red Cup Day,\" an annual promotion at Starbucks that is typically one of the busiest days of the year and is also seen as a key driver of the company's fourth-quarter sales. The union said ahead of the strike: \"Starbucks' anti-union campaign began in the summer of 2021, when Starbucks sent more than 100 managers, executives and corporate representatives to spy on, threaten and intimidate workers. Since then, Starbucks' destruction of unions has gotten worse.\"</p><p>4、<a href=\"https://laohu8.com/S/VALE\">Vale</a>And<a href=\"https://laohu8.com/S/GM\">General Motors</a>Long-term Canadian nickel supply agreement signed</p><p>Vale Canada and General Motors announced on Thursday that they have signed a long-term nickel supply agreement, which will see Vale's factory in Canada supply GM with battery-grade nickel sulfate for a long time to support its rapidly growing electric vehicle production needs in North America. This move underscores Vale's market leadership as North America's largest producer of finished nickel products and its unique strategic position as a preferred supplier to the electric vehicle industry.</p><p>5. General Motors expects U.S. light vehicle sales to reach 15 million in 2023</p><p>GM CFO said that GM expects to sell 15 million light vehicles in the United States in 2023; Supply chain challenges remain in 2023; Looking forward to \"pricing normalization\" in the US auto market.</p><p>6. Net profit increased 10 times Lithium mining giant SQM expects high lithium prices to continue in 2023</p><p>Although the long-term lithium ore market outlook is promising, it faces headwinds in the short term. Affected by soaring lithium prices and record sales, Chilean lithium mining giant SQM's net profit in the third quarter increased nearly 10 times year-on-year. At the same time, SQM predicts that global lithium demand will increase by 40% this year, and the rise in lithium prices will continue into 2023.</p><p>On Thursday, financial report data released by SQM showed that revenue in the third quarter of this year increased by 347% year-on-year to US $2.958 billion, and net profit surged nearly ten times to US $1.1 billion, exceeding analysts' expectations. Among them, lithium mining business revenue increased by more than 12 times.</p><p>7、<a href=\"https://laohu8.com/NW/2284185327\" target=\"_blank\">Others panic and I am greedy, \"Sister Wood\" continues to buy digital currency assets at the bottom</a></p><p>When the FTX thunderstorm caused turmoil in the currency circle, \"Sister Wood\" Cathie Wood and others panicked that I was greedy and continued to buy digital currency assets at the bottom.</p><p>On Wednesday, ARKK, the flagship fund of \"Sister Wood\", bought nearly 164,000 shares of Coinbase, and its other ETF, Ark Financial Technology Innovation (ARKF), added about 82,000 shares of Coinbase. In addition, it also bought about 141,000 shares of Silvergate Capital (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":{"BK4534":"瑞士信贷持仓","SQQQ":"纳指三倍做空ETF","PSQ":"做空纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","TTTN":"老虎中美互联网巨头ETF","QQQ":"纳指100ETF","03086":"华夏纳指","QID":"两倍做空纳斯达克指数ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","BK4561":"索罗斯持仓","BK4550":"红杉资本持仓","BK4581":"高盛持仓","QNETCN":"纳斯达克中美互联网老虎指数"},"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":{"SQQQ":0.9,"MNQmain":0.9,"QNETCN":0.9,"PSQ":0.9,"QLD":0.9,".IXIC":0.9,"QID":0.9,"TTTN":0.9,"QQQ":0.9,"03086":0.9,"TQQQ":0.9,"NQmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2270,"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":"hk","language":"zh","title":"Wall Street builds momentum 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 still be doused by hawkish central banks? A growing number of Wall Street analysts have joined 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 campaign is coming to an end.</p><p>Morgan Stanley strategist Michael Wilson, once one of the biggest bearish analysts on Wall Street, said in a report on Monday that indicators including the rebound in U.S. stocks and the inversion of the 10-year and 3-month Treasury Bond yield curves \"all support the Fed to adjust policy as soon as possible, not delay it\":</p><p>Near the end of the cycle, (rebounding) this kind of price action is not unusual, especially as the Fed's tightening action draws to a close, (therefore) we think the Fed is nearing the end. Therefore, this week's Fed meeting is crucial to the continuation, suspension 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 hand, Marko Kolanovic, chief strategist of JPMorgan Chase, also predicted in this week's report that the Federal Reserve may suspend rate hike after rate hike of 50 basis points in December and rate hike of 25 basis points in the first quarter of next year:</p><p>The ECB's shift in attitude, the easing of fiscal pressures in the UK and the slowing pace of Canadian and Australian rate hike have reinforced 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 Federal Reserve has peaked, and any further rate hike thereafter is likely to be smaller. Unlike Wilson, Kolanovic has previously been one of the largest long analysts on Wall Street.</p><p>But now, the views of \"big bears\" and \"big bulls\" 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 efforts to fight inflation.<b>To achieve loosening of austerity, it is necessary for consumer price pressures to continue to decline.</b></p><p>Simon White, a macro strategist at Bloomberg, pointed out that the global CPI diffusion index is currently at its highest value, which reflects the proportion of countries with global inflation on an upward trend. It only reached this level twice in 1974 and 2008, and quickly started 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 eyes of the market will be on the Federal Reserve.<b>The market generally expects the Fed to make a fourth 75 basis point rate hike on Wednesday, and the speech of Fed Chairman Jerome Powell will also be crucial to the market's future direction.</b></p><p>In the past two weeks, the dismal performance of large U.S. technology stocks caused the S&P 500 index to fall 17% and the Nasdaq to fall 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 pace of Fed tightening, lighter positions and expectations of strong seasonal factors in the fourth quarter are the reasons 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% in 44 days. However, every time the U.S. stock market ignited hope before, it was eventually doused 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 builds momentum 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 builds momentum 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 still be doused by hawkish central banks? A growing number of Wall Street analysts have joined 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 campaign is coming to an end.</p><p>Morgan Stanley strategist Michael Wilson, once one of the biggest bearish analysts on Wall Street, said in a report on Monday that indicators including the rebound in U.S. stocks and the inversion of the 10-year and 3-month Treasury Bond yield curves \"all support the Fed to adjust policy as soon as possible, not delay it\":</p><p>Near the end of the cycle, (rebounding) this kind of price action is not unusual, especially as the Fed's tightening action draws to a close, (therefore) we think the Fed is nearing the end. Therefore, this week's Fed meeting is crucial to the continuation, suspension 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 hand, Marko Kolanovic, chief strategist of JPMorgan Chase, also predicted in this week's report that the Federal Reserve may suspend rate hike after rate hike of 50 basis points in December and rate hike of 25 basis points in the first quarter of next year:</p><p>The ECB's shift in attitude, the easing of fiscal pressures in the UK and the slowing pace of Canadian and Australian rate hike have reinforced 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 Federal Reserve has peaked, and any further rate hike thereafter is likely to be smaller. Unlike Wilson, Kolanovic has previously been one of the largest long analysts on Wall Street.</p><p>But now, the views of \"big bears\" and \"big bulls\" 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 efforts to fight inflation.<b>To achieve loosening of austerity, it is necessary for consumer price pressures to continue to decline.</b></p><p>Simon White, a macro strategist at Bloomberg, pointed out that the global CPI diffusion index is currently at its highest value, which reflects the proportion of countries with global inflation on an upward trend. It only reached this level twice in 1974 and 2008, and quickly started 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 eyes of the market will be on the Federal Reserve.<b>The market generally expects the Fed to make a fourth 75 basis point rate hike on Wednesday, and the speech of Fed Chairman Jerome Powell will also be crucial to the market's future direction.</b></p><p>In the past two weeks, the dismal performance of large U.S. technology stocks caused the S&P 500 index to fall 17% and the Nasdaq to fall 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 pace of Fed tightening, lighter positions and expectations of strong seasonal factors in the fourth quarter are the reasons 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% in 44 days. However, every time the U.S. stock market ignited hope before, it was eventually doused 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":2498,"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":1967,"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":2691,"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":2187,"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":2235,"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":2630,"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":"hk","language":"zh","title":"Foreign media headlines | \"Doctor Doom\" says U.S. 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 attention to last night and this morning mainly include:</b></p><p><b>1. The Fed's economic forecast is about to be announced, and the \"unemployment rate\" data may break a new high</b><b>2. European Central Bank President Christine Lagarde: There will be more rate hike after \"moving forward\"</b><b>3. \"Doctor Doom\" predicts that the world will fall into a \"long and tragic\" recession by the end of the year. The U.S. stock market may plummet by 40%</b><b>4. Inflation and rate hike hit the stock market hard. Factor investment method regains its former glory</b><b>5、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>CEO attacks: Congress is too demanding and the US economy is \"two-faced\"</b><b>6. The German government will nationalize natural gas giant Uniper with historic aid agreement</b><img src=\"https://static.tigerbbs.com/3640c165bbab35a063886f0264187e4a\" tg-width=\"550\" tg-height=\"286\" referrerpolicy=\"no-referrer\"/></p><p><b>The Fed's economic forecast is about to be announced, and the \"unemployment rate\" data may break a new high</b></p><p>When the dot plot is released on Wednesday, Fed officials will show the economic warnings they have made in recent weeks in numerical form, and forecasts for interest rates and unemployment rates are expected to be sharply raised.</p><p>The Federal Reserve will hold a two-day policy meeting in Washington starting on Tuesday, and officials are expected to raise the benchmark interest rate by 75 basis points for the third consecutive time.</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 may 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 Federal Reserve 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, 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 Fed's new forecast, and they will still mention a'soft landing 'outlook, but it 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>ECB 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 took the lead 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 normalization of monetary policy and implemented the front-end rate hike,\" Lagarde said in a speech in Frankfurt on Tuesday night. \"We expect further rate hike in the next few meetings.\"</p><p>After following the example of the Federal Reserve's rate hike by 75 basis points this month, ECB officials are debating the next move. While they agree that further action is needed to control record inflation, they are divided on how aggressive they should be as soaring energy costs push Europe towards a recession.</p><p>In a speech earlier on Tuesday, Estonian central bank governor Madis Muller urged the European Central Bank to act \"strongly and decisively enough\", saying current interest rates are still far from the level that limits economic expansion in the euro zone. European Central Bank Vice President Luis de Guindos said on Monday that slowing economic growth is 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 interest rates end up, and the size of each of our steps, will depend on how the outlook for inflation evolves,\" she said.</p><p><img src=\"https://static.tigerbbs.com/6ba01422e545fe48e009ec9973e1980f\" tg-width=\"550\" tg-height=\"447\" referrerpolicy=\"no-referrer\"/></p><p><b>\"Doctor Doom\" predicts that the world will fall into a \"long and tragic\" recession by the end of the year, and the US stock market may plummet by 40%</b></p><p>Roubini, an economist who accurately predicted the 2008 financial crisis, believes that the United States and the world will encounter a \"long and tragic\" recession at the end of 2022 and be mired in it throughout 2023, and the S&P 500 index will also fall sharply.</p><p>\"Even in a lackluster ordinary recession, the S&P 500 could fall 30%,\" Roubini, chairman and CEO of Roubini Macro Associates, said in an interview on Monday, saying that in what he expects to be a \"real hard landing\", U.S. stocks could fall 40%.</p><p>Roubini's foresight of the 2007-2008 housing bubble bursting earned him the nickname \"Dr. Doom\". He said that people who think the United States will only have a shallow recession should look at the high debt ratio of enterprises and governments. As interest rates rise and debt service costs increase, \"a lot of institutions, residents, businesses, banks, shadow banks will be finished,\" he said, \"so we'll know who's swimming naked then.\"</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 method regains its former glory</b></p><p>Ten years in Hedong, ten years in Hexi. The stock market is experiencing its worst year since the global financial crisis, giving once revolutionary quantitative investors a chance to regain their former glory and wash away the humiliation they suffered in the era of cheap money.</p><p>Machine-driven funds trade according to some characteristics of stocks (such as cheapness, rising speed, etc.), which have been tried and tested this year. This is known as factor investing. By contrast, actively managed hedge funds and short-term speculators failed to dodge the market crash.</p><p>The extremes are reversing as historically high inflation triggers a central bank rate hike that brings to an abrupt end to a pattern led by Big Tech stocks.<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>Data shows that ultra-high market capitalization companies no longer dominate, and the gap between winners and losers of S&P 500 constituent stocks has reached the largest in more than a decade.</p><p>All of this inspired rules-based funds. The strategy of buying low-volatility or high-momentum stocks is profitable, and value stocks are also continuing their post-epidemic return.<img src=\"https://static.tigerbbs.com/f7ed24c5e4b57d9d055660c38e5e736b\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>JPMorgan Chase CEO criticizes: Congress is too demanding and the US economy is \"two-faced\"</b></p><p>Jamie Dimon, CEO of JPMorgan Chase, pointed the finger at the \"capital requirement increase\" ahead of two congressional hearings this week.</p><p>This Wednesday and Thursday, Dimon will meet 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, Citigroup and other banks attended congressional hearings on consumer banking. In his prepared speech, 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 itself poses a significant economic risk, especially if it does not reflect the actual risk,\" Dimon wrote. \"This simply binds regulated banks at the wrong time, resulting in their capital restrictions, which is not conducive to their expansion of lending and other businesses during the country's economic difficulties\".</p><p>JPMorgan was asked in July to suspend share buybacks to meet higher capital requirements related to the results of stricter stress tests as soon 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 nationalize gas giant Uniper with historic aid deal</b></p><p>German government plans to pay natural gas giants<a href=\"https://laohu8.com/S/UNPPY\">Uniper SE</a>An injection of roughly 8 billion euros ($8 billion) in capital to nationalise the company in a historic deal while preventing the country's energy sector from collapsing.</p><p>Uniper confirmed on Tuesday that it was finally negotiating a plan with the government, which included an 8 billion euro capital increase, fully subscribed by the government. The German government will also buy shares in its major shareholder Fortum Oyj of Finland.</p><p>Uniper is Germany's largest domestic buyer of Russian natural gas and is at the heart of the energy crisis. Against the background of Russia's restrictions on energy supplies to Europe, if Uniper goes bankrupt, it may have a ripple to various areas of the German economy and may threaten fuel supplies, so the government is under pressure to act.</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 | \"Doctor Doom\" says U.S. 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 | \"Doctor Doom\" says U.S. 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 attention to last night and this morning mainly include:</b></p><p><b>1. The Fed's economic forecast is about to be announced, and the \"unemployment rate\" data may break a new high</b><b>2. European Central Bank President Christine Lagarde: There will be more rate hike after \"moving forward\"</b><b>3. \"Doctor Doom\" predicts that the world will fall into a \"long and tragic\" recession by the end of the year. The U.S. stock market may plummet by 40%</b><b>4. Inflation and rate hike hit the stock market hard. Factor investment method regains its former glory</b><b>5、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>CEO attacks: Congress is too demanding and the US economy is \"two-faced\"</b><b>6. The German government will nationalize natural gas giant Uniper with historic aid agreement</b><img src=\"https://static.tigerbbs.com/3640c165bbab35a063886f0264187e4a\" tg-width=\"550\" tg-height=\"286\" referrerpolicy=\"no-referrer\"/></p><p><b>The Fed's economic forecast is about to be announced, and the \"unemployment rate\" data may break a new high</b></p><p>When the dot plot is released on Wednesday, Fed officials will show the economic warnings they have made in recent weeks in numerical form, and forecasts for interest rates and unemployment rates are expected to be sharply raised.</p><p>The Federal Reserve will hold a two-day policy meeting in Washington starting on Tuesday, and officials are expected to raise the benchmark interest rate by 75 basis points for the third consecutive time.</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 may 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 Federal Reserve 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, 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 Fed's new forecast, and they will still mention a'soft landing 'outlook, but it 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>ECB 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 took the lead 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 normalization of monetary policy and implemented the front-end rate hike,\" Lagarde said in a speech in Frankfurt on Tuesday night. \"We expect further rate hike in the next few meetings.\"</p><p>After following the example of the Federal Reserve's rate hike by 75 basis points this month, ECB officials are debating the next move. While they agree that further action is needed to control record inflation, they are divided on how aggressive they should be as soaring energy costs push Europe towards a recession.</p><p>In a speech earlier on Tuesday, Estonian central bank governor Madis Muller urged the European Central Bank to act \"strongly and decisively enough\", saying current interest rates are still far from the level that limits economic expansion in the euro zone. European Central Bank Vice President Luis de Guindos said on Monday that slowing economic growth is 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 interest rates end up, and the size of each of our steps, will depend on how the outlook for inflation evolves,\" she said.</p><p><img src=\"https://static.tigerbbs.com/6ba01422e545fe48e009ec9973e1980f\" tg-width=\"550\" tg-height=\"447\" referrerpolicy=\"no-referrer\"/></p><p><b>\"Doctor Doom\" predicts that the world will fall into a \"long and tragic\" recession by the end of the year, and the US stock market may plummet by 40%</b></p><p>Roubini, an economist who accurately predicted the 2008 financial crisis, believes that the United States and the world will encounter a \"long and tragic\" recession at the end of 2022 and be mired in it throughout 2023, and the S&P 500 index will also fall sharply.</p><p>\"Even in a lackluster ordinary recession, the S&P 500 could fall 30%,\" Roubini, chairman and CEO of Roubini Macro Associates, said in an interview on Monday, saying that in what he expects to be a \"real hard landing\", U.S. stocks could fall 40%.</p><p>Roubini's foresight of the 2007-2008 housing bubble bursting earned him the nickname \"Dr. Doom\". He said that people who think the United States will only have a shallow recession should look at the high debt ratio of enterprises and governments. As interest rates rise and debt service costs increase, \"a lot of institutions, residents, businesses, banks, shadow banks will be finished,\" he said, \"so we'll know who's swimming naked then.\"</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 method regains its former glory</b></p><p>Ten years in Hedong, ten years in Hexi. The stock market is experiencing its worst year since the global financial crisis, giving once revolutionary quantitative investors a chance to regain their former glory and wash away the humiliation they suffered in the era of cheap money.</p><p>Machine-driven funds trade according to some characteristics of stocks (such as cheapness, rising speed, etc.), which have been tried and tested this year. This is known as factor investing. By contrast, actively managed hedge funds and short-term speculators failed to dodge the market crash.</p><p>The extremes are reversing as historically high inflation triggers a central bank rate hike that brings to an abrupt end to a pattern led by Big Tech stocks.<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>Data shows that ultra-high market capitalization companies no longer dominate, and the gap between winners and losers of S&P 500 constituent stocks has reached the largest in more than a decade.</p><p>All of this inspired rules-based funds. The strategy of buying low-volatility or high-momentum stocks is profitable, and value stocks are also continuing their post-epidemic return.<img src=\"https://static.tigerbbs.com/f7ed24c5e4b57d9d055660c38e5e736b\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>JPMorgan Chase CEO criticizes: Congress is too demanding and the US economy is \"two-faced\"</b></p><p>Jamie Dimon, CEO of JPMorgan Chase, pointed the finger at the \"capital requirement increase\" ahead of two congressional hearings this week.</p><p>This Wednesday and Thursday, Dimon will meet 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, Citigroup and other banks attended congressional hearings on consumer banking. In his prepared speech, 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 itself poses a significant economic risk, especially if it does not reflect the actual risk,\" Dimon wrote. \"This simply binds regulated banks at the wrong time, resulting in their capital restrictions, which is not conducive to their expansion of lending and other businesses during the country's economic difficulties\".</p><p>JPMorgan was asked in July to suspend share buybacks to meet higher capital requirements related to the results of stricter stress tests as soon 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 nationalize gas giant Uniper with historic aid deal</b></p><p>German government plans to pay natural gas giants<a href=\"https://laohu8.com/S/UNPPY\">Uniper SE</a>An injection of roughly 8 billion euros ($8 billion) in capital to nationalise the company in a historic deal while preventing the country's energy sector from collapsing.</p><p>Uniper confirmed on Tuesday that it was finally negotiating a plan with the government, which included an 8 billion euro capital increase, fully subscribed by the government. The German government will also buy shares in its major shareholder Fortum Oyj of Finland.</p><p>Uniper is Germany's largest domestic buyer of Russian natural gas and is at the heart of the energy crisis. Against the background of Russia's restrictions on energy supplies to Europe, if Uniper goes bankrupt, it may have a ripple to various areas of the German economy and may threaten fuel supplies, so the government is under pressure to act.</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":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"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":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":643,"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":687,"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":"hk","language":"zh","title":"Foreign media headlines | Federal Reserve Governor Waller releases 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 attention to last night and this morning mainly include:</b></p><p><b>1. Federal Reserve Governor Waller: Worried about economic recession, 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 clearer measures</b><b>3. Economists expect the Bank of England to announce 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. Surveys show that Americans are being forced to change their consumption patterns to cope with high inflation and economic recession</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 economic recession, supporting sharp rate hike</b></p><p>Recently, Federal Reserve Governor Chris Waller (Chris Waller) said in his speech that he was worried about the recession risk of the U.S. economy and supported another sharp rate hike by the Federal Reserve.</p><p>Speaking at a conference in the Austrian capital Vienna, Waller said he expects the rate hike to last 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 face the situation we are today. After a series of sharp rate hike and balance sheet reduction actions, the inflation rate is still far from the target we set.\"</p><p>The Fed has approved four rate hike this year, including two consecutive 75 basis point rate hike in June and July. Recently, a number of Fed officials said that the Federal Open Market Committee (FOMC) may announce its third sharp 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>ECB Nagel: If high inflation persists for a long time, the ECB needs to take clearer measures</b></p><p>Bundesbank President Joachim Nagel said recently 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 clear steps must be taken,\" Nagel said in an interview on Sunday. He declined to comment on the scale of such moves, saying the ECB action would be based on data.</p><p>Nagel said inflation could peak above 10% in December. Nagel has served as the president of the Bundesbank since January and is one of the more hawkish members of the Governing Council, the interest rate decision-making body of the European Central Bank.</p><p>\"The inflation situation is likely to weaken somewhat during 2023,\" Nagel said. However, interest rates \"may 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 Bank of England to announce a 50-75 basis point rate hike</b></p><p>Recently, the Bank of England (BoE) announced that it would postpone the announcement of the interest rate decision due to the national mourning period in the UK. It also means the UK's rate-setting body has delayed the release 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 a rate hike of 75 basis points.</p><p>Financial analyst Danni Hewson said: \"The Bank of England's Monetary Policy Committee is unlikely to veer off course because of the delay of its rate-setting meeting, and despite apparent expectations that an energy price freeze will help cool inflation, the bank is expected to remain aggressive at its 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 for being too slow to solve inflation</b></p><p>Recently, U.S. Senator Maggie Hassan said it took the Biden administration \"too long\" to start tackling inflation. As early as 2021, the inflation rate in the United States has already begun to soar.</p><p>\"The Biden administration has delayed too long to start tackling inflation,\" Hassan said. \"I think it's time for the Inflation Reduction Act to quickly cut taxes for households who invest in energy efficiency at home and move us from our 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 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 TV Network, and stressed that he would build this business into one of the company's growth engines.</p><p>\"If many investors want to come and ask for the price, I think this just shows ESPN's growth potential,\" Chapek said. \"We have developed a mature business development strategy and are confident that ESPN will return 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 in August that it held about $1 billion in Disney and announced plans to restructure Disney. The plan includes divesting 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 to cope with high inflation and recession, survey shows</b></p><p>As inflation continues to rise, more and more American consumers are beginning to notice that the products they buy are \"shrinking\" a lot than before.</p><p>According to a survey, 54% of Americans have seen, read or heard the news about \"price increases and reductions\" of consumer goods under inflation, and 64% are worried about it. Only 25% said they didn't notice any inflationary contraction in the 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 have remained the same or even increased, these foods are decreasing in size and quantity. The above phenomenon exists in frozen foods, meat and bread, and pastries that Americans are concerned about: although prices are rising, portions are falling.</p><p>Faced with this situation, 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 brands of products in the face of inflation, while 49% said they chose to \"downgrade consumption\" and buy ordinary products instead. Low-and middle-income American households are more receptive to this option, with 52% and 48% respectively. Another 30% of Americans say they will be forced to stop buying products from brands they have been used to using and loved for a long time.</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 releases 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 releases 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 attention to last night and this morning mainly include:</b></p><p><b>1. Federal Reserve Governor Waller: Worried about economic recession, 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 clearer measures</b><b>3. Economists expect the Bank of England to announce 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. Surveys show that Americans are being forced to change their consumption patterns to cope with high inflation and economic recession</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 economic recession, supporting sharp rate hike</b></p><p>Recently, Federal Reserve Governor Chris Waller (Chris Waller) said in his speech that he was worried about the recession risk of the U.S. economy and supported another sharp rate hike by the Federal Reserve.</p><p>Speaking at a conference in the Austrian capital Vienna, Waller said he expects the rate hike to last 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 face the situation we are today. After a series of sharp rate hike and balance sheet reduction actions, the inflation rate is still far from the target we set.\"</p><p>The Fed has approved four rate hike this year, including two consecutive 75 basis point rate hike in June and July. Recently, a number of Fed officials said that the Federal Open Market Committee (FOMC) may announce its third sharp 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>ECB Nagel: If high inflation persists for a long time, the ECB needs to take clearer measures</b></p><p>Bundesbank President Joachim Nagel said recently 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 clear steps must be taken,\" Nagel said in an interview on Sunday. He declined to comment on the scale of such moves, saying the ECB action would be based on data.</p><p>Nagel said inflation could peak above 10% in December. Nagel has served as the president of the Bundesbank since January and is one of the more hawkish members of the Governing Council, the interest rate decision-making body of the European Central Bank.</p><p>\"The inflation situation is likely to weaken somewhat during 2023,\" Nagel said. However, interest rates \"may 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 Bank of England to announce a 50-75 basis point rate hike</b></p><p>Recently, the Bank of England (BoE) announced that it would postpone the announcement of the interest rate decision due to the national mourning period in the UK. It also means the UK's rate-setting body has delayed the release 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 a rate hike of 75 basis points.</p><p>Financial analyst Danni Hewson said: \"The Bank of England's Monetary Policy Committee is unlikely to veer off course because of the delay of its rate-setting meeting, and despite apparent expectations that an energy price freeze will help cool inflation, the bank is expected to remain aggressive at its 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 for being too slow to solve inflation</b></p><p>Recently, U.S. Senator Maggie Hassan said it took the Biden administration \"too long\" to start tackling inflation. As early as 2021, the inflation rate in the United States has already begun to soar.</p><p>\"The Biden administration has delayed too long to start tackling inflation,\" Hassan said. \"I think it's time for the Inflation Reduction Act to quickly cut taxes for households who invest in energy efficiency at home and move us from our 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 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 TV Network, and stressed that he would build this business into one of the company's growth engines.</p><p>\"If many investors want to come and ask for the price, I think this just shows ESPN's growth potential,\" Chapek said. \"We have developed a mature business development strategy and are confident that ESPN will return 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 in August that it held about $1 billion in Disney and announced plans to restructure Disney. The plan includes divesting 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 to cope with high inflation and recession, survey shows</b></p><p>As inflation continues to rise, more and more American consumers are beginning to notice that the products they buy are \"shrinking\" a lot than before.</p><p>According to a survey, 54% of Americans have seen, read or heard the news about \"price increases and reductions\" of consumer goods under inflation, and 64% are worried about it. Only 25% said they didn't notice any inflationary contraction in the 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 have remained the same or even increased, these foods are decreasing in size and quantity. The above phenomenon exists in frozen foods, meat and bread, and pastries that Americans are concerned about: although prices are rising, portions are falling.</p><p>Faced with this situation, 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 brands of products in the face of inflation, while 49% said they chose to \"downgrade consumption\" and buy ordinary products instead. Low-and middle-income American households are more receptive to this option, with 52% and 48% respectively. Another 30% of Americans say they will be forced to stop buying products from brands they have been used to using and loved for a long time.</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","PSQ":"做空纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF","UDOW":"三倍做多道指30ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","IVV":"标普500ETF-iShares","SH":"做空标普500-Proshares","OEX":"标普100","BK4581":"高盛持仓","SSO":"2倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DJX":"1/100道琼斯","DXD":"两倍做空道琼30指数ETF-ProShares","BK4534":"瑞士信贷持仓","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","SDOW":"三倍做空道指30ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite","DOG":"道指ETF-ProShares做空","QID":"两倍做空纳斯达克指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares",".DJI":"道琼斯","BK4559":"巴菲特持仓","BK4504":"桥水持仓","BK4550":"红杉资本持仓",".SPX":"S&P 500 Index","SQQQ":"纳指三倍做空ETF"},"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,"IVV":0.6,"SH":0.6,"SQQQ":0.6,"QID":0.6,"UDOW":0.6,"NQmain":0.6,"SPY":1,"OEX":0.6,"OEF":0.6,".IXIC":1,"DOG":0.6,".DJI":1,"PSQ":0.6,"SSO":0.6,"ESmain":0.6,"SDOW":0.6,"DDM":0.6,"DJX":0.6,"QQQ":0.6,"MNQmain":0.6,"SPXU":0.6,"DXD":0.6,"QLD":0.6,"UPRO":0.6,"SDS":0.6,"TQQQ":0.6,".SPX":0.6}},"isVote":1,"tweetType":1,"viewCount":627,"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":722,"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":"us","language":"zh","title":"Foreign media headlines | Jackson Hole group \"eagles\" gather","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 attention to last night and this morning mainly include:</b></p><p><b>1、</b>Gathering of \"Eagles\": 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>May fight for 'Reality' name for AR/VR headsets<b>3、</b>U.S. Senator Warren accuses the Federal Reserve of seeking fish from a tree, but it may plunge the United States into recession<b>4、</b>Wharton Siegel: It's OK to allocate 10%-15% of funds to Meme stocks<b>5、</b>Energy crisis unprecedented UK bets on future batteries to reduce reliance on gas<b>6、</b>September is a cruel season? U.S. stocks' summer rebound stops here<img src=\"https://static.tigerbbs.com/e0c933f9fd67359586d0002064b83941\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Gathering of \"Eagles\": One Word Summary Summarizes Jackson Hole Annual Symposium</b></p><p>At the Federal Reserve's annual Jackson Hole symposium, 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 strong action is needed.</p><p>The governors of the Bank of England, the Swiss National Bank, the Bank of Japan, the Bank of Korea and several policymakers of the European Central Bank also attended the annual meeting of the Kansas City Fed in Grand Teton National Park, Wyoming.</p><p>Federal Reserve Chairman Jerome Powell delivered a speech on Friday, clearly promising that the Fed will rate hike until inflation slows significantly.</p><p>Policymakers in Europe and the United States are battling the hottest inflation in decades and are determined to raise interest rates as long as inflationary pressures remain high, even if the economy is sluggish.</p><p>It was the first face-to-face meeting in Jackson Hole since the pandemic began in 2020. Policymakers took this opportunity to tell investors that they would remain determined even if it caused economic pain.</p><p><img src=\"https://static.tigerbbs.com/2286da964777a0008e0a27f7ffd217d5\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>Trademark filing suggests that Apple may fight for 'Reality' name for AR/VR headset</b></p><p>The trademark filing suggests that Apple could fight for potential names for its highly anticipated mixed reality headsets as 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, European Union, United Kingdom, Canada, Australia, New Zealand, Saudi Arabia, Costa Rica and Uruguay. While Apple didn't file its own application, they followed the model iPhone makers used in the past-including relying on law firms previously hired by the company to lock in brands.</p><p>Apple's headsets are expected to combine virtual reality and augmented reality technology, bringing the company with a leading supplier of VR devices<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>Launch closer competition.</p><p>The above trademark application has not been approved, and there is no guarantee that Apple's future 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, the real-OS name also saw trademark applications related to Apple.</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 accuses the Federal Reserve of seeking fish from a tree, but it may plunge the United States into recession</b></p><p>U.S. Senator Elizabeth Warren on Sunday began attacking the Federal Reserve's inflation-fighting program, saying she feared the central bank would send the U.S. economy into a recession.</p><p>\"You know what's worse than high prices and a strong economy?\" Warren asked. \"That's high prices and millions of unemployed people. I'm very worried that the Fed will send the economy into recession.\"</p><p>Warren once again opened fire on Federal Reserve Chairman Jerome Powell's monetary tightening policy, saying she didn't believe rate hike could curb current inflationary pressures.</p><p>\"We still have supply chain tangles, we still have the Russia-Ukraine situation that is driving up energy costs,\" Warren said. \"Rate hike is not helping, and there is 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% of funds 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 younger investor's portfolio, said Jeremy Siegel, professor emeritus of finance at the University of Pennsylvania's Wharton School.</p><p>Take AMC, Bed Bath & Beyond, and GameStop as examples, their combined market capitalization is small, according to Jeremy Siegel. Even if you add a few more Meme stocks, you're still only getting a tiny portion of the market. Now, they may look like they have a lot of fireworks. If you enjoy gambling, go ahead and try it. A year ago, I said somewhat conservatively that I didn't think they would bring returns to 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>Energy crisis unprecedented UK bets on future batteries to reduce reliance on gas</b></p><p>Like most countries in Europe, the UK is facing an unprecedented energy crisis. Wholesale gas prices have soared again, bringing the UK's price cap on household bills further down. As costs soar, many British companies are at risk of bankruptcy.</p><p>The UK's reliance on gas, which accounted for 40% of its electricity last year, makes it particularly vulnerable and exposes the need for alternatives to 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 gigawatts, which will more than quadruple 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 have drawbacks. They can only provide power for a relatively short period of time. And batteries are in short supply, and developers have to compete with the auto 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? U.S. stocks' summer rebound stops here</b></p><p>The S&P 500 rebounded 10.7% from its June low and is now entering the toughest month in U.S. stock history, sparking nervousness among some fund managers about a widespread sell-off.</p><p>September is usually a declining month for stocks as fund managers tend to sell underperforming positions as the end of the third quarter approaches.</p><p>Natixis chief portfolio strategist said the S&P 500 could fall more than 10% in September as investors priced in the possibility that the Fed would not start cutting interest rates as early as previously hoped.</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 \"eagles\" gather</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 \"eagles\" gather\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 attention to last night and this morning mainly include:</b></p><p><b>1、</b>Gathering of \"Eagles\": 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>May fight for 'Reality' name for AR/VR headsets<b>3、</b>U.S. Senator Warren accuses the Federal Reserve of seeking fish from a tree, but it may plunge the United States into recession<b>4、</b>Wharton Siegel: It's OK to allocate 10%-15% of funds to Meme stocks<b>5、</b>Energy crisis unprecedented UK bets on future batteries to reduce reliance on gas<b>6、</b>September is a cruel season? U.S. stocks' summer rebound stops here<img src=\"https://static.tigerbbs.com/e0c933f9fd67359586d0002064b83941\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Gathering of \"Eagles\": One Word Summary Summarizes Jackson Hole Annual Symposium</b></p><p>At the Federal Reserve's annual Jackson Hole symposium, 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 strong action is needed.</p><p>The governors of the Bank of England, the Swiss National Bank, the Bank of Japan, the Bank of Korea and several policymakers of the European Central Bank also attended the annual meeting of the Kansas City Fed in Grand Teton National Park, Wyoming.</p><p>Federal Reserve Chairman Jerome Powell delivered a speech on Friday, clearly promising that the Fed will rate hike until inflation slows significantly.</p><p>Policymakers in Europe and the United States are battling the hottest inflation in decades and are determined to raise interest rates as long as inflationary pressures remain high, even if the economy is sluggish.</p><p>It was the first face-to-face meeting in Jackson Hole since the pandemic began in 2020. Policymakers took this opportunity to tell investors that they would remain determined even if it caused economic pain.</p><p><img src=\"https://static.tigerbbs.com/2286da964777a0008e0a27f7ffd217d5\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>Trademark filing suggests that Apple may fight for 'Reality' name for AR/VR headset</b></p><p>The trademark filing suggests that Apple could fight for potential names for its highly anticipated mixed reality headsets as 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, European Union, United Kingdom, Canada, Australia, New Zealand, Saudi Arabia, Costa Rica and Uruguay. While Apple didn't file its own application, they followed the model iPhone makers used in the past-including relying on law firms previously hired by the company to lock in brands.</p><p>Apple's headsets are expected to combine virtual reality and augmented reality technology, bringing the company with a leading supplier of VR devices<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>Launch closer competition.</p><p>The above trademark application has not been approved, and there is no guarantee that Apple's future 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, the real-OS name also saw trademark applications related to Apple.</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 accuses the Federal Reserve of seeking fish from a tree, but it may plunge the United States into recession</b></p><p>U.S. Senator Elizabeth Warren on Sunday began attacking the Federal Reserve's inflation-fighting program, saying she feared the central bank would send the U.S. economy into a recession.</p><p>\"You know what's worse than high prices and a strong economy?\" Warren asked. \"That's high prices and millions of unemployed people. I'm very worried that the Fed will send the economy into recession.\"</p><p>Warren once again opened fire on Federal Reserve Chairman Jerome Powell's monetary tightening policy, saying she didn't believe rate hike could curb current inflationary pressures.</p><p>\"We still have supply chain tangles, we still have the Russia-Ukraine situation that is driving up energy costs,\" Warren said. \"Rate hike is not helping, and there is 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% of funds 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 younger investor's portfolio, said Jeremy Siegel, professor emeritus of finance at the University of Pennsylvania's Wharton School.</p><p>Take AMC, Bed Bath & Beyond, and GameStop as examples, their combined market capitalization is small, according to Jeremy Siegel. Even if you add a few more Meme stocks, you're still only getting a tiny portion of the market. Now, they may look like they have a lot of fireworks. If you enjoy gambling, go ahead and try it. A year ago, I said somewhat conservatively that I didn't think they would bring returns to 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>Energy crisis unprecedented UK bets on future batteries to reduce reliance on gas</b></p><p>Like most countries in Europe, the UK is facing an unprecedented energy crisis. Wholesale gas prices have soared again, bringing the UK's price cap on household bills further down. As costs soar, many British companies are at risk of bankruptcy.</p><p>The UK's reliance on gas, which accounted for 40% of its electricity last year, makes it particularly vulnerable and exposes the need for alternatives to 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 gigawatts, which will more than quadruple 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 have drawbacks. They can only provide power for a relatively short period of time. And batteries are in short supply, and developers have to compete with the auto 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? U.S. stocks' summer rebound stops here</b></p><p>The S&P 500 rebounded 10.7% from its June low and is now entering the toughest month in U.S. stock history, sparking nervousness among some fund managers about a widespread sell-off.</p><p>September is usually a declining month for stocks as fund managers tend to sell underperforming positions as the end of the third quarter approaches.</p><p>Natixis chief portfolio strategist said the S&P 500 could fall more than 10% in September as investors priced in the possibility that the Fed would not start cutting interest rates as early as previously hoped.</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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"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":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":933,"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":"hk","language":"zh","title":"Steady Growth 2.0 is here! What is the firepower of the 19 succession 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>Following the introduction of 33 measures to stabilize growth by the 523rd National Standing Committee, on Wednesday (August 24), the National Standing Committee introduced 19 measures to stabilize growth. This is the second comprehensive effort made by the government to stabilize growth despite the recurrence of the epidemic and the spread of real estate risks during the year, which led to unstable economic recovery. Compared with the last time, this package of policies is more targeted and focused:<b>Finance and infrastructure are still the main focus, and the support attitude towards real estate is clearer, and the role of private enterprises and platform economy is more prominent in stabilizing employment. In addition, under the current background of local power shortages, ensuring power supply has become an important part of ensuring energy supply. content, 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 this policy launch is \"similar to that of 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 the credit structure will also be optimized</b>, such as the decline in the proportion of bill financing and government financing. On the economic front, since the 824 meeting paid more attention to policy implementation (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 believe that 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 constraint.</b>In terms of finance, more emphasis is placed on the use of existing 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). We expect that it can stimulate infrastructure investment of 1.9 trillion yuan at most.</p><p>According to the requirement that policy development financial instrument funds should be used as capital ratio, that is, no more than 50% of the total capital, we estimate that more than 300 billion yuan of financial instrument funds will 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 the infrastructure field, the overall infrastructure proportion has increased by nearly 4 percentage points to 65% compared with last year. If the proportion of special bonds as project capital is 25%, then it is estimated that the special bond balance limit of 500 billion yuan will incite 1.3 trillion yuan of fund investment.<b>Taken together, it is expected that the investment in infrastructure construction will be stimulated by up to 1.9 trillion yuan 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 payments and relaxing restrictions on purchases and loans on a wider scale will be accelerated. In addition to clearly stating that it will continue to \"reduce financing costs\", the 824 National Standing Committee may be more important to emphasize that \"local governments are allowed to use credit and other policies for'one city, one policy 'to reasonably support rigid and improved housing needs\", while down payment ratios and purchase restrictions Loan restrictions are the most effective credit-related tools for local governments to regulate real estate. But in scope<b>We believe that the rollout of policies is mainly concentrated in second-tier and below cities</b>, first-tier cities, as the benchmark of \"housing for living, not speculation\" and the vane of national housing prices, will be more cautious in relaxing relevant policies.</p><p>The platform economy is endowed with important policy implications of protecting the main body and stabilizing employment. From the Politburo meeting in July, which pointed out that it is necessary to \"launch a number of'green light 'investment cases\" for the platform economy, to the People's Bank of China's monetary and credit situation analysis meeting held on August 22, which proposed for the first time that \"it is necessary to increase investment in key areas of the platform economy in accordance with laws and regulations\". financial support \", and then this meeting called for\" supporting the development of private economy and platform economy \", under the pressure of employment pressure,<b>The platform economy has gradually completed the transformation from the regulatory object of \"disorderly expansion of capital\" to the important carrier of \"stabilizing employment and protecting entities\".</b></p><p>While introducing many policies, it is clear 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 clearly stated that it will<b>immediately</b>Send supervision and service working groups to compact 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 to change and optimize epidemic prevention policies in the future. Judging from the relevant regulations that have been promulgated in some places (mainly Jiangsu and Zhejiang regions), the focus of the current policy is mainly on the entry of foreign business personnel. However, considering that the spread of the epidemic situation abroad is far more serious than that in China, how to ensure business efficiency Preventing and controlling the epidemic has become the meaning of the title, 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 impact will this Steady Growth 2.0 have? Looking back at 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 in the scale of government bond financing and the increase in real estate support policies,<b>The credit structure may be better than before,</b>For example, the proportion of short-term financing of bills has decreased, and the medium-and long-term financing of households and enterprises has increased. As far as real estate is concerned, second-tier cities are affected by policies and first-tier cities are driven by sentiment, and commercial housing sales are expected to pick up. Golden September and Silver 10 may become a 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 warning: External demand has fallen due to the tightening of overseas monetary policy, and the spread of the domestic epidemic has exceeded market expectations. Overseas economies have entered recession ahead of schedule, and the slowdown in my country's exports may come ahead of schedule. The epidemic situation has been repeated, and the duration of strict prevention and control has been significantly prolonged.</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 succession 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 succession 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>Following the introduction of 33 measures to stabilize growth by the 523rd National Standing Committee, on Wednesday (August 24), the National Standing Committee introduced 19 measures to stabilize growth. This is the second comprehensive effort made by the government to stabilize growth despite the recurrence of the epidemic and the spread of real estate risks during the year, which led to unstable economic recovery. Compared with the last time, this package of policies is more targeted and focused:<b>Finance and infrastructure are still the main focus, and the support attitude towards real estate is clearer, and the role of private enterprises and platform economy is more prominent in stabilizing employment. In addition, under the current background of local power shortages, ensuring power supply has become an important part of ensuring energy supply. content, 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 this policy launch is \"similar to that of 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 the credit structure will also be optimized</b>, such as the decline in the proportion of bill financing and government financing. On the economic front, since the 824 meeting paid more attention to policy implementation (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 believe that 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 constraint.</b>In terms of finance, more emphasis is placed on the use of existing 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). We expect that it can stimulate infrastructure investment of 1.9 trillion yuan at most.</p><p>According to the requirement that policy development financial instrument funds should be used as capital ratio, that is, no more than 50% of the total capital, we estimate that more than 300 billion yuan of financial instrument funds will 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 the infrastructure field, the overall infrastructure proportion has increased by nearly 4 percentage points to 65% compared with last year. If the proportion of special bonds as project capital is 25%, then it is estimated that the special bond balance limit of 500 billion yuan will incite 1.3 trillion yuan of fund investment.<b>Taken together, it is expected that the investment in infrastructure construction will be stimulated by up to 1.9 trillion yuan 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 payments and relaxing restrictions on purchases and loans on a wider scale will be accelerated. In addition to clearly stating that it will continue to \"reduce financing costs\", the 824 National Standing Committee may be more important to emphasize that \"local governments are allowed to use credit and other policies for'one city, one policy 'to reasonably support rigid and improved housing needs\", while down payment ratios and purchase restrictions Loan restrictions are the most effective credit-related tools for local governments to regulate real estate. But in scope<b>We believe that the rollout of policies is mainly concentrated in second-tier and below cities</b>, first-tier cities, as the benchmark of \"housing for living, not speculation\" and the vane of national housing prices, will be more cautious in relaxing relevant policies.</p><p>The platform economy is endowed with important policy implications of protecting the main body and stabilizing employment. From the Politburo meeting in July, which pointed out that it is necessary to \"launch a number of'green light 'investment cases\" for the platform economy, to the People's Bank of China's monetary and credit situation analysis meeting held on August 22, which proposed for the first time that \"it is necessary to increase investment in key areas of the platform economy in accordance with laws and regulations\". financial support \", and then this meeting called for\" supporting the development of private economy and platform economy \", under the pressure of employment pressure,<b>The platform economy has gradually completed the transformation from the regulatory object of \"disorderly expansion of capital\" to the important carrier of \"stabilizing employment and protecting entities\".</b></p><p>While introducing many policies, it is clear 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 clearly stated that it will<b>immediately</b>Send supervision and service working groups to compact 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 to change and optimize epidemic prevention policies in the future. Judging from the relevant regulations that have been promulgated in some places (mainly Jiangsu and Zhejiang regions), the focus of the current policy is mainly on the entry of foreign business personnel. However, considering that the spread of the epidemic situation abroad is far more serious than that in China, how to ensure business efficiency Preventing and controlling the epidemic has become the meaning of the title, 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 impact will this Steady Growth 2.0 have? Looking back at 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 in the scale of government bond financing and the increase in real estate support policies,<b>The credit structure may be better than before,</b>For example, the proportion of short-term financing of bills has decreased, and the medium-and long-term financing of households and enterprises has increased. As far as real estate is concerned, second-tier cities are affected by policies and first-tier cities are driven by sentiment, and commercial housing sales are expected to pick up. Golden September and Silver 10 may become a 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 warning: External demand has fallen due to the tightening of overseas monetary policy, and the spread of the domestic epidemic has exceeded market expectations. Overseas economies have entered recession ahead of schedule, and the slowdown in my country's exports may come ahead of schedule. The epidemic situation has been repeated, and the duration of strict prevention and control has been significantly prolonged.</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":895,"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":"hk","language":"zh","title":"Foreign media headlines | Musk laughed! Says Tesla's production exceeds 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 attention to last night and this morning mainly include:</b></p><p><b>1. The minutes of the Federal Reserve meeting may reveal the extent of the next rate hike</b><b>2. Musk said<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>More than 3 million vehicles have been produced</b><b>3. Waiting for the Fed's rate hike<a href=\"https://laohu8.com/S/HOOD\">Robinhood</a>Another way to make money</b><b>4. Oil prices rise and refining margins rise. Saudi Aramco's Q2 profit increased by 90%</b><b>5. U.S. wealthy people drive luxury brand sales despite inflation and recession fears</b><b>6、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>: 'Supply, commodities and dollar shocks' The storm of 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 meeting minutes may reveal the magnitude of the next rate hike</b></p><p>Two weeks after the Fed's July policy meeting triggered a sharp 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>At the July 26-27 policy meeting, Federal Reserve officials decided to raise the benchmark interest rate by 75 basis points for the second consecutive month, 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 showed a stronger-than-expected labor market and less than-expected inflation.</p><p>The minutes of the meeting, scheduled to be released at 2 p.m. then-time Wednesday, may not answer that question. But it may illustrate what kind of data Fed officials need to see to \"unusually big\" rate hike again. Fed Chairman Jerome Powell said at a press conference after the July meeting that September 20-This is also possible for the meeting on the 21st.</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 Made More Than 3 Million Cars</b></p><p>Tesla CEO Musk said on Sunday that Tesla has produced more than 3 million vehicles.</p><p>The total vehicle achievement Musk celebrated Sunday comes after Tesla's reported deliveries-the closest approximation of sales-have been rising in recent quarters. In July, Tesla said it delivered 254,695 vehicles in the second quarter, a year-on-year increase of 26.5%.</p><p>But the milestone also highlights how small Tesla is compared to the auto giants-Toyota delivered more than 10 million vehicles in 2021 alone. Tesla said earlier this year that it plans to increase vehicle deliveries by 50% annually.</p><p>Tesla produces cars at factories in Fremont, California, Austin, Texas, and Berlin, 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 Fed rate hike Robinhood</b></p><p>Something notable happened to Robinhood in its second-quarter results reported in early August.</p><p>For the first time since the meme boom began in the first quarter of 2021, average revenue per user rose to $56 from $53 in the previous quarter. Notably, this was driven by a substantial increase in non-transaction revenue: net interest income rose by more than a third to $74 million from the first quarter to the second quarter, even as transaction-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 partly a legacy from Robinhood in early 2021 during a surge in meme stock inventories. But the company said it now uses very little company cash to run its business day to day. Robinhood estimates that for every 25 percentage point increase in the Fed's interest rate, it will realize about $40 million in additional annualized income.</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's Q2 profit increases by 90%</b></p><p>Saudi oil giant Aramco on Sunday reported a record half-year result after its second-quarter net revenue surged 90% as high oil prices continued to deliver historic windfalls for the \"oil majors\".</p><p>Saudi Aramco said strong market conditions helped its second-quarter net revenue to $48.4 billion 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 surged to $87.9 billion, easily surpassing 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 majors\" such as BP, which have 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>U.S. wealthy boosts luxury brand sales despite inflation and recession fears</b></p><p>The prices of food, gas and travel in the U.S. 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 ultra-rich, including<a href=\"https://laohu8.com/S/RACE\">Ferrari</a>And Dior, Louis Vuitton and Versace, all reported strong sales or raised their profit forecasts. In contrast, recession fears hung over the U.S. economy,<a href=\"https://laohu8.com/S/WMT\">Walmart</a>、<a href=\"https://laohu8.com/S/BBY\">Best Buy</a>, Gap and others have also slashed their financial outlook, citing a sharp pullback in spending among low-income consumers squeezed by inflation.</p><p>Experts say the strong momentum in the luxury category is consistent with past economic slowdowns, with the wealthy often being the last to feel the impact as their massive wealth provides a buffer. Most wealthy and HNW (high net worth) consumers have seen an increase in 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 Forming</b></p><p>The clouds of economic recession are gathering around the world: the United States is in a \"technical recession\" and natural 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 fundamental view of the eurozone. Gas flows from Russia have been restricted and prices have soared, with the company seeing weak growth in the eurozone at the end of the year and expecting a recession by the fourth quarter. While GDP unexpectedly rose in the second quarter due to the timing of Europe's post-pandemic rebound, the July PMI was already negative. With the ECB almost single-mindedly focused on inflation, more rate hike is likely until there is hard data showing a contraction or normalization of inflation. Inflation and interest rate headwinds won't dissipate anytime soon.</p><p>The economic growth of the United States is not optimistic either, and the negative GDP growth in the first two quarters has obviously cast 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's production exceeds 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's production exceeds 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 attention to last night and this morning mainly include:</b></p><p><b>1. The minutes of the Federal Reserve meeting may reveal the extent of the next rate hike</b><b>2. Musk said<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>More than 3 million vehicles have been produced</b><b>3. Waiting for the Fed's rate hike<a href=\"https://laohu8.com/S/HOOD\">Robinhood</a>Another way to make money</b><b>4. Oil prices rise and refining margins rise. Saudi Aramco's Q2 profit increased by 90%</b><b>5. U.S. wealthy people drive luxury brand sales despite inflation and recession fears</b><b>6、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>: 'Supply, commodities and dollar shocks' The storm of 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 meeting minutes may reveal the magnitude of the next rate hike</b></p><p>Two weeks after the Fed's July policy meeting triggered a sharp 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>At the July 26-27 policy meeting, Federal Reserve officials decided to raise the benchmark interest rate by 75 basis points for the second consecutive month, 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 showed a stronger-than-expected labor market and less than-expected inflation.</p><p>The minutes of the meeting, scheduled to be released at 2 p.m. then-time Wednesday, may not answer that question. But it may illustrate what kind of data Fed officials need to see to \"unusually big\" rate hike again. Fed Chairman Jerome Powell said at a press conference after the July meeting that September 20-This is also possible for the meeting on the 21st.</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 Made More Than 3 Million Cars</b></p><p>Tesla CEO Musk said on Sunday that Tesla has produced more than 3 million vehicles.</p><p>The total vehicle achievement Musk celebrated Sunday comes after Tesla's reported deliveries-the closest approximation of sales-have been rising in recent quarters. In July, Tesla said it delivered 254,695 vehicles in the second quarter, a year-on-year increase of 26.5%.</p><p>But the milestone also highlights how small Tesla is compared to the auto giants-Toyota delivered more than 10 million vehicles in 2021 alone. Tesla said earlier this year that it plans to increase vehicle deliveries by 50% annually.</p><p>Tesla produces cars at factories in Fremont, California, Austin, Texas, and Berlin, 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 Fed rate hike Robinhood</b></p><p>Something notable happened to Robinhood in its second-quarter results reported in early August.</p><p>For the first time since the meme boom began in the first quarter of 2021, average revenue per user rose to $56 from $53 in the previous quarter. Notably, this was driven by a substantial increase in non-transaction revenue: net interest income rose by more than a third to $74 million from the first quarter to the second quarter, even as transaction-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 partly a legacy from Robinhood in early 2021 during a surge in meme stock inventories. But the company said it now uses very little company cash to run its business day to day. Robinhood estimates that for every 25 percentage point increase in the Fed's interest rate, it will realize about $40 million in additional annualized income.</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's Q2 profit increases by 90%</b></p><p>Saudi oil giant Aramco on Sunday reported a record half-year result after its second-quarter net revenue surged 90% as high oil prices continued to deliver historic windfalls for the \"oil majors\".</p><p>Saudi Aramco said strong market conditions helped its second-quarter net revenue to $48.4 billion 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 surged to $87.9 billion, easily surpassing 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 majors\" such as BP, which have 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>U.S. wealthy boosts luxury brand sales despite inflation and recession fears</b></p><p>The prices of food, gas and travel in the U.S. 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 ultra-rich, including<a href=\"https://laohu8.com/S/RACE\">Ferrari</a>And Dior, Louis Vuitton and Versace, all reported strong sales or raised their profit forecasts. In contrast, recession fears hung over the U.S. economy,<a href=\"https://laohu8.com/S/WMT\">Walmart</a>、<a href=\"https://laohu8.com/S/BBY\">Best Buy</a>, Gap and others have also slashed their financial outlook, citing a sharp pullback in spending among low-income consumers squeezed by inflation.</p><p>Experts say the strong momentum in the luxury category is consistent with past economic slowdowns, with the wealthy often being the last to feel the impact as their massive wealth provides a buffer. Most wealthy and HNW (high net worth) consumers have seen an increase in 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 Forming</b></p><p>The clouds of economic recession are gathering around the world: the United States is in a \"technical recession\" and natural 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 fundamental view of the eurozone. Gas flows from Russia have been restricted and prices have soared, with the company seeing weak growth in the eurozone at the end of the year and expecting a recession by the fourth quarter. While GDP unexpectedly rose in the second quarter due to the timing of Europe's post-pandemic rebound, the July PMI was already negative. With the ECB almost single-mindedly focused on inflation, more rate hike is likely until there is hard data showing a contraction or normalization of inflation. Inflation and interest rate headwinds won't dissipate anytime soon.</p><p>The economic growth of the United States is not optimistic either, and the negative GDP growth in the first two quarters has obviously cast 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":{".IXIC":"NASDAQ Composite","TSLA":"特斯拉",".SPX":"S&P 500 Index",".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":{"TSLA":0.9,".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":488,"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":828,"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":595,"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":"This week's preview | Ali, Occidental Petroleum and other financial reports are coming! Non-farm payrolls data is 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>Major financial events this week (8.1-8.5)</p><p><b>As for economic data,</b>US and Eurozone July<a href=\"https://laohu8.com/S/MRKT\">Markit</a>Final value of manufacturing PMI, revised monthly rate of durable goods orders in the United States in June, changes in API and EIA crude oil inventories in the United States for the week ending July 29, the number of initial jobless claims in the United States for the week ending July 30, and non-agricultural and unemployment rates in the United States in July.<b>In terms of financial reports,</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 stocks<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>Financial reports will be released successively. Furthermore,<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 officials such as Chicago Fed President Evans and St. Louis Fed President Bullard.</b><img src=\"https://static.tigerbbs.com/ef4a4a9095140ecd3c104ff0ec6ccc64\" tg-width=\"2044\" tg-height=\"1429\" referrerpolicy=\"no-referrer\"/><b>Keywords for Monday, August 1: Eurozone unemployment rate in June, US and Eurozone Markit manufacturing PMI final value in July; HSBC Holdings Earnings</b><img src=\"https://static.tigerbbs.com/4254af86af01c216719cccd62b67df2c\" tg-width=\"910\" tg-height=\"807\" referrerpolicy=\"no-referrer\"/></p><p>On Monday,<b>As for economic data,</b>The United States and the euro zone will announce the final Markit manufacturing PMI value in July, which is expected to be relatively sluggish and not much different from the initial value.</p><p>The initial U.S. Markit manufacturing PMI value in July recorded 52.3. Although it was better than the expected 52, it was lower than the June value of 52.7 and the lowest since July 2020. In terms of financial reports, 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; US stocks<a href=\"https://laohu8.com/S/ATVI.US\">Activision Blizzard</a>The financial report will also be released after the U.S. stock market closes on August 1.</p><p><a href=\"https://laohu8.com/S/C\">Citigroup</a>And CICC forecast<a href=\"https://laohu8.com/S/00005\">HSBC Holdings</a>The interim dividend per ordinary share in 2022 is forecast to be 8 US cents, a year-on-year increase of 14.2% from the interim dividend of 7 US cents per ordinary share in the same period last year. Based on the forecasts of four brokerages, HSBC's benchmark pre-tax profit in the first half of 2022 is expected to be US $7.937-8.174 billion, a year-on-year decrease of 24.6% to 26.8% from US $10.839 billion in the first half of 2021.<b>In terms of events,</b><b>U.S. House Speaker Pelosi is about to embark on a trip to Asia.</b>According to The Paper, the official website of the Office of the Speaker of the U.S. House of Representatives announced Pelosi's trip to Asia, saying that Pelosi led a congressional delegation to visit the Indo-Pacific region, including visits to Singapore, Malaysia, South Korea and Japan. The trip will focus on mutual security, economic partnership and * governance in the Indo-Pacific region, the statement said. Singapore's Ministry of Foreign Affairs said that a U.S. congressional delegation led by Pelosi will visit Singapore from August 1 to 2 to meet with President Halimah and Prime Minister Lee Hsien Loong.</p><p><b>Keywords on Tuesday, August 2: Reserve Bank of Australia interest rate decision, Chicago Fed President Evans delivered a speech; Activision Blizzard, BP earnings</b><img src=\"https://static.tigerbbs.com/61ec689c6b09a82647586456153aa140\" tg-width=\"907\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>On Tuesday,<b>As for economic data,</b>The Reserve Bank of Australia will announce its interest rate decision, as well as job vacancies for US JOLTs.</p><p>In the July 22-28 survey, 32 of the 34 economists surveyed predicted that the Reserve Bank of Australia would raise the cash rate by 50 basis points to 1.85%. This will be the first time since the cash rate was introduced in 1990 that the RBA has rate hike 50 basis points at three consecutive meetings. The remaining two economists expect a bigger rate hike of 65 or 75 basis points.<b>In terms of events, Evans hosted a media breakfast meeting, 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, US stocks<a href=\"https://laohu8.com/S/BP\">British Oil</a>、<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>、<a href=\"https://laohu8.com/S/UBER\">Uber</a></b>The financial report will be announced before the U.S. stock market opens on August 2. In addition, Buffett's new love stocks<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>, and<a href=\"https://laohu8.com/S/AMD\">Supermicro America</a>、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>The financial report will be announced after the U.S. stock market closes on August 2.</p><p>July 27, 2022 Occidental Petroleum announced that it will distribute a regular quarterly Dividend of $0.13 per share of its common stock to shareholders of record as of October 17, 2022. In addition, according to the last 3 months of 12 analyst reports providing price forecasts for the next year, the average price target for Occidental Petroleum is $74.92, with a high of $90.00 and a low of $58.00. according to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>According to analyst Neil Mehta, Occidental Petroleum continues to hold attractive free cash flow prospects.<b>Keywords for Wednesday, August 3: revised monthly rate of durable goods orders in the United States in June, changes in API and EIA crude oil inventories for the week ending July 29; 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>As for economic data,</b>The United States will announce the revised monthly rate 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 higher than expected in May, indicating that corporate investment has remained strong so far, even amid rising interest rates and rising economic concerns. Furthermore,<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>API crude oil inventories in the United States fell by 4.037 million barrels in the week to July 22, compared with expectations for a decrease of 1.12 million barrels. U.S. EIA crude oil inventories fell by 4.523 million barrels in the week ending July 22, 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 spoke to money market dealers, and investors also need to stay tuned.</p><p><b>OPEC + holds its 31st ministerial meeting.</b>OPEC + will hold its 31st ministerial meeting on August 3 to decide on oil production policy in September. The group will decide whether to heed U.S. calls to supply more crude to global markets. At the 30th ministerial meeting held on June 30, it was decided to increase the total oil production in August 2022 by an average of 648,000 barrels per day.</p><p><b>In terms of financial reports,</b>US stocks<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>The financial report will be released before the U.S. stock market opens on August 3. Furthermore,<a href=\"https://laohu8.com/S/MGM\">MGM</a>、<a href=\"https://laohu8.com/S/LCID\">Lucid</a>The financial report will be released after the U.S. stock market closes on August 3.</p><p><b>In terms of new shares,</b>Hong Kong Stocks<a href=\"https://laohu8.com/S/09857\">Ningmeng Film and Television</a>Subscriptions for new shares will end on Wednesday.</p><p><b>Keywords for Thursday, August 4: Bank of England's interest rate decision, the number of initial jobless claims in the United States for the week ending July 30; Alibaba Earnings</b><img src=\"https://static.tigerbbs.com/5ef0b87a71a17736a8d2dc2b68db0fef\" tg-width=\"908\" tg-height=\"945\" referrerpolicy=\"no-referrer\"/></p><p>Thursday,<b>As for economic data,</b>The Bank of England will announce its interest rate decision.</p><p>The survey shows that the Bank of England may avoid a deeper rate hike in August and instead stick to a moderate pace of 25 basis points in rate hike, but this is a very difficult decision. Furthermore,<b>The United States will release data on the number of initial and renewed jobless claims for the week ending July 30.</b></p><p>The number of U.S. initial jobless claims fell by 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. Continued jobless claims fell to 1.36 million in the week ending July 16. While the number of U.S. jobless claims fell for the first time in four weeks, it remained near the highest level since November last year, indicating that the labor market continues to slow.<b>In terms of events, the European Central Bank will publish an economic bulletin.</b></p><p><b>Tesla holds its 2022 annual shareholder meeting.</b>On August 4, Tesla will hold its annual shareholder meeting at the Texas Gigafactory. The company will also live-stream the event, which is expected to announce the latest news on the 4680 battery, full self-driving, Austin and Berlin factories. The agenda of the meeting showed that Tesla's board of directors sought to increase the number of authorized common shares to 4 billion.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/09988\">Alibaba-SW</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a></b>The financial report will be announced before the U.S. stock market opens on August 4.</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, my country's total social retail sales fell by 11.1%/6.7% year-on-year, and the month-on-month decline narrowed. It is predicted that the revenue in fiscal year 2023 ~ 2025 will reach 889.7 billion yuan/956.8 billion yuan/1,021.4 billion yuan, a year-on-year increase of 4%/8%/7%; The net profit (Non-GAAP) forecast for fiscal year 2023-2025 was raised to 129.9 billion yuan/147.6 billion yuan/162.5 billion yuan, a year-on-year decrease of 5%/increase of 14%/increase of 10%. The current price corresponds to the company's Hong Kong stock PE (Non-GAAP) 16 times/14 times/13 times.<b>Friday, August 5th Keywords: U.S. non-farm payrolls and unemployment rate in July, Cleveland Fed President Mester delivered a speech</b><img src=\"https://static.tigerbbs.com/939f641cb26b9fc3a5d646ffd88fc5f3\" tg-width=\"905\" tg-height=\"904\" referrerpolicy=\"no-referrer\"/>Friday,<b>As for economic data,</b>The United States will announce July non-agricultural and unemployment rates. At present, the market expects non-agricultural payrolls 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 employment in the United States after seasonally adjustment in June was 372,000, much higher than market expectations of 250,000, continuing the strong momentum of employment growth this year; The unemployment rate was 3.6%, unchanged from May, and still near a 50-year low, in line with expectations.<b>In terms of events, Cleveland Fed President Mester will deliver a speech 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>This week's preview | Ali, Occidental Petroleum and other financial reports are coming! Non-farm payrolls data is 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\">\nThis week's preview | Ali, Occidental Petroleum and other financial reports are coming! Non-farm payrolls data is 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>Major financial events this week (8.1-8.5)</p><p><b>As for economic data,</b>US and Eurozone July<a href=\"https://laohu8.com/S/MRKT\">Markit</a>Final value of manufacturing PMI, revised monthly rate of durable goods orders in the United States in June, changes in API and EIA crude oil inventories in the United States for the week ending July 29, the number of initial jobless claims in the United States for the week ending July 30, and non-agricultural and unemployment rates in the United States in July.<b>In terms of financial reports,</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 stocks<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>Financial reports will be released successively. Furthermore,<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 officials such as Chicago Fed President Evans and St. Louis Fed President Bullard.</b><img src=\"https://static.tigerbbs.com/ef4a4a9095140ecd3c104ff0ec6ccc64\" tg-width=\"2044\" tg-height=\"1429\" referrerpolicy=\"no-referrer\"/><b>Keywords for Monday, August 1: Eurozone unemployment rate in June, US and Eurozone Markit manufacturing PMI final value in July; HSBC Holdings Earnings</b><img src=\"https://static.tigerbbs.com/4254af86af01c216719cccd62b67df2c\" tg-width=\"910\" tg-height=\"807\" referrerpolicy=\"no-referrer\"/></p><p>On Monday,<b>As for economic data,</b>The United States and the euro zone will announce the final Markit manufacturing PMI value in July, which is expected to be relatively sluggish and not much different from the initial value.</p><p>The initial U.S. Markit manufacturing PMI value in July recorded 52.3. Although it was better than the expected 52, it was lower than the June value of 52.7 and the lowest since July 2020. In terms of financial reports, 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; US stocks<a href=\"https://laohu8.com/S/ATVI.US\">Activision Blizzard</a>The financial report will also be released after the U.S. stock market closes on August 1.</p><p><a href=\"https://laohu8.com/S/C\">Citigroup</a>And CICC forecast<a href=\"https://laohu8.com/S/00005\">HSBC Holdings</a>The interim dividend per ordinary share in 2022 is forecast to be 8 US cents, a year-on-year increase of 14.2% from the interim dividend of 7 US cents per ordinary share in the same period last year. Based on the forecasts of four brokerages, HSBC's benchmark pre-tax profit in the first half of 2022 is expected to be US $7.937-8.174 billion, a year-on-year decrease of 24.6% to 26.8% from US $10.839 billion in the first half of 2021.<b>In terms of events,</b><b>U.S. House Speaker Pelosi is about to embark on a trip to Asia.</b>According to The Paper, the official website of the Office of the Speaker of the U.S. House of Representatives announced Pelosi's trip to Asia, saying that Pelosi led a congressional delegation to visit the Indo-Pacific region, including visits to Singapore, Malaysia, South Korea and Japan. The trip will focus on mutual security, economic partnership and * governance in the Indo-Pacific region, the statement said. Singapore's Ministry of Foreign Affairs said that a U.S. congressional delegation led by Pelosi will visit Singapore from August 1 to 2 to meet with President Halimah and Prime Minister Lee Hsien Loong.</p><p><b>Keywords on Tuesday, August 2: Reserve Bank of Australia interest rate decision, Chicago Fed President Evans delivered a speech; Activision Blizzard, BP earnings</b><img src=\"https://static.tigerbbs.com/61ec689c6b09a82647586456153aa140\" tg-width=\"907\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>On Tuesday,<b>As for economic data,</b>The Reserve Bank of Australia will announce its interest rate decision, as well as job vacancies for US JOLTs.</p><p>In the July 22-28 survey, 32 of the 34 economists surveyed predicted that the Reserve Bank of Australia would raise the cash rate by 50 basis points to 1.85%. This will be the first time since the cash rate was introduced in 1990 that the RBA has rate hike 50 basis points at three consecutive meetings. The remaining two economists expect a bigger rate hike of 65 or 75 basis points.<b>In terms of events, Evans hosted a media breakfast meeting, 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, US stocks<a href=\"https://laohu8.com/S/BP\">British Oil</a>、<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>、<a href=\"https://laohu8.com/S/UBER\">Uber</a></b>The financial report will be announced before the U.S. stock market opens on August 2. In addition, Buffett's new love stocks<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>, and<a href=\"https://laohu8.com/S/AMD\">Supermicro America</a>、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>The financial report will be announced after the U.S. stock market closes on August 2.</p><p>July 27, 2022 Occidental Petroleum announced that it will distribute a regular quarterly Dividend of $0.13 per share of its common stock to shareholders of record as of October 17, 2022. In addition, according to the last 3 months of 12 analyst reports providing price forecasts for the next year, the average price target for Occidental Petroleum is $74.92, with a high of $90.00 and a low of $58.00. according to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>According to analyst Neil Mehta, Occidental Petroleum continues to hold attractive free cash flow prospects.<b>Keywords for Wednesday, August 3: revised monthly rate of durable goods orders in the United States in June, changes in API and EIA crude oil inventories for the week ending July 29; 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>As for economic data,</b>The United States will announce the revised monthly rate 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 higher than expected in May, indicating that corporate investment has remained strong so far, even amid rising interest rates and rising economic concerns. Furthermore,<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>API crude oil inventories in the United States fell by 4.037 million barrels in the week to July 22, compared with expectations for a decrease of 1.12 million barrels. U.S. EIA crude oil inventories fell by 4.523 million barrels in the week ending July 22, 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 spoke to money market dealers, and investors also need to stay tuned.</p><p><b>OPEC + holds its 31st ministerial meeting.</b>OPEC + will hold its 31st ministerial meeting on August 3 to decide on oil production policy in September. The group will decide whether to heed U.S. calls to supply more crude to global markets. At the 30th ministerial meeting held on June 30, it was decided to increase the total oil production in August 2022 by an average of 648,000 barrels per day.</p><p><b>In terms of financial reports,</b>US stocks<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>The financial report will be released before the U.S. stock market opens on August 3. Furthermore,<a href=\"https://laohu8.com/S/MGM\">MGM</a>、<a href=\"https://laohu8.com/S/LCID\">Lucid</a>The financial report will be released after the U.S. stock market closes on August 3.</p><p><b>In terms of new shares,</b>Hong Kong Stocks<a href=\"https://laohu8.com/S/09857\">Ningmeng Film and Television</a>Subscriptions for new shares will end on Wednesday.</p><p><b>Keywords for Thursday, August 4: Bank of England's interest rate decision, the number of initial jobless claims in the United States for the week ending July 30; Alibaba Earnings</b><img src=\"https://static.tigerbbs.com/5ef0b87a71a17736a8d2dc2b68db0fef\" tg-width=\"908\" tg-height=\"945\" referrerpolicy=\"no-referrer\"/></p><p>Thursday,<b>As for economic data,</b>The Bank of England will announce its interest rate decision.</p><p>The survey shows that the Bank of England may avoid a deeper rate hike in August and instead stick to a moderate pace of 25 basis points in rate hike, but this is a very difficult decision. Furthermore,<b>The United States will release data on the number of initial and renewed jobless claims for the week ending July 30.</b></p><p>The number of U.S. initial jobless claims fell by 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. Continued jobless claims fell to 1.36 million in the week ending July 16. While the number of U.S. jobless claims fell for the first time in four weeks, it remained near the highest level since November last year, indicating that the labor market continues to slow.<b>In terms of events, the European Central Bank will publish an economic bulletin.</b></p><p><b>Tesla holds its 2022 annual shareholder meeting.</b>On August 4, Tesla will hold its annual shareholder meeting at the Texas Gigafactory. The company will also live-stream the event, which is expected to announce the latest news on the 4680 battery, full self-driving, Austin and Berlin factories. The agenda of the meeting showed that Tesla's board of directors sought to increase the number of authorized common shares to 4 billion.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/09988\">Alibaba-SW</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a></b>The financial report will be announced before the U.S. stock market opens on August 4.</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, my country's total social retail sales fell by 11.1%/6.7% year-on-year, and the month-on-month decline narrowed. It is predicted that the revenue in fiscal year 2023 ~ 2025 will reach 889.7 billion yuan/956.8 billion yuan/1,021.4 billion yuan, a year-on-year increase of 4%/8%/7%; The net profit (Non-GAAP) forecast for fiscal year 2023-2025 was raised to 129.9 billion yuan/147.6 billion yuan/162.5 billion yuan, a year-on-year decrease of 5%/increase of 14%/increase of 10%. The current price corresponds to the company's Hong Kong stock PE (Non-GAAP) 16 times/14 times/13 times.<b>Friday, August 5th Keywords: U.S. non-farm payrolls and unemployment rate in July, Cleveland Fed President Mester delivered a speech</b><img src=\"https://static.tigerbbs.com/939f641cb26b9fc3a5d646ffd88fc5f3\" tg-width=\"905\" tg-height=\"904\" referrerpolicy=\"no-referrer\"/>Friday,<b>As for economic data,</b>The United States will announce July non-agricultural and unemployment rates. At present, the market expects non-agricultural payrolls 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 employment in the United States after seasonally adjustment in June was 372,000, much higher than market expectations of 250,000, continuing the strong momentum of employment growth this year; The unemployment rate was 3.6%, unchanged from May, and still near a 50-year low, in line with expectations.<b>In terms of events, Cleveland Fed President Mester will deliver a speech 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",".SPX":"S&P 500 Index","IAU":"黄金信托ETF-iShares","BK4201":"综合性石油与天然气企业","NUGT":"二倍做多黄金矿业指数ETF-Direxion",".IXIC":"NASDAQ Composite","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR",".DJI":"道琼斯","HSBC":"汇丰","BK4521":"英国银行股","OXY":"西方石油","DUST":"二倍做空黄金矿业指数ETF-Direxion","BK4207":"综合性银行"},"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,".DJI":0.9,"MGCmain":0.9,"GCmain":0.9,"IAU":0.9,"DUST":0.9,"SImain":0.9,"GDX":0.9,"GLD":0.9,"HSBC":0.9,".SPX":0.9,"SGCmain":0.9,".IXIC":0.9,"SGUmain":0.9,"OXY":0.9,"NUGT":0.9}},"isVote":1,"tweetType":1,"viewCount":905,"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":369,"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":"hk","language":"zh","title":"Night Reading | From Graham to Buffett, what remains unchanged 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 prefers \"cigarette butt stocks\", while Buffett developed his theory to make \"buying excellent companies at reasonable prices\" the best way to invest in value, both of which are 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 this \"stock god\" and the author of \"Securities Analysis\" is an old guy who only picks up bargains and is outdated. Buffett developed his theory, making \"buying excellent companies at reasonable prices\" the best way to invest in value.</p><p>In this way, the preset consensus coerces us:</p><p>Since there are more advanced theories, why bother looking at old and \"outdated\" things?</p><p>Therefore, value investing is equated with 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 one more step:</p><p>Why does Graham, the godfather of Wall Street, not realize the value of good companies, but prefers to buy some cheap garbage? Is it just because of the limitations of the times and lack of personal ability?</p><p>This article will combine \"Securities Analysis\" to take you back to 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 the eyes of most people, 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\" does not mention how to calculate \"intrinsic value\" at all, and even bluntly speculating on intrinsic value is a great mistake. The definition given by Graham is \"value justified by facts\".</p><p>He also emphasized that \"it is not necessary for analysts to accurately estimate the actual value of each share to draw a conclusion\".</p><p>There is not even a specific algorithm, what is the point?</p><p>The key lies in the denial of \"Mr. Market\".</p><p>The market price is the embodiment of the unanimous expectation of most participants. However, Graham believes that there should be a different \"intrinsic value\" that has been proved to be more reasonable by facts. This is the consciousness of independent thinking: being skeptical of the existing consensus and daring to be different from the majority.</p><p>He compared 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>Investment should be supported by a reliable foundation</b></p><p>We are also one of the market participants. Why do we 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 an inevitable feature of investment.</p><p>He believes: \"As long as your data and reasoning are correct, you are right\"</p><p>Buffett explained this: \"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\" this way: \"It must not only perform well in the market, but also have a reasonable reasoning process as the basis... The professional standards of securities analysis require all recommenders to clearly indicate the type of recommendation and form the analysis and reasoning process of recommendation results.\"</p><p>So as to distinguish whether it is because you have done the right job or good luck.</p><p>Only the investment judgment made in this way can be repeatable and sustainable in the long term.</p><p><b>Speculation on'strong companies'</b></p><p>Based on the demanding requirements of objective facts and strict logic, Graham has always been cautious about the growth prospects of stocks. He made a clear criticism of the view that \"good stocks are good investments\":</p><p>\"It may be more logical and helpful to understand that it is'speculation in strong companies'. The results of this'investment 'are no different from those of past speculation, except that there may be no security guarantee.\"</p><p>For the outstanding companies that everyone is generally optimistic about in the market, Graham sees the tendency of \"double counting\":</p><p>\"The stock price reflects the gains brought by a good management, and it also reflects the gains brought by'good management ', which leads to'double crediting of the same item', thus overvaluation.\"</p><p>He believes that securities analysis mainly focuses on values that can be determined by facts, rather than those that rely on future expectations. He lists the important facts related to a certain security in categories and expresses them in a coherent and easy-to-express way.</p><p>These important facts include the terms of securities, industry characteristics, company operating records (capital, liabilities, profits, dividends, etc. and its management), laws and regulations, etc. Instead of simply extrapolating performance trends based on the past, they will continue.</p><p>He pays more attention to neglected investments, such as abandoned stocks or bonds, liquidation, bankruptcy, arbitrage, etc.</p><p><b>The constant is the pursuit of \"certainty\"</b></p><p>Graham prefers \"cigarette butt stocks\" precisely because of his emphasis on certainty.</p><p>The future is difficult to predict, and we cannot obtain sufficient information to predict the future operation of a high-growth company. Breakpoints in the logical chain and even jumps in thinking in the analysis process are unavoidable.</p><p>If we don't find a clear basis to show that \"most people are far from optimistic enough\", then it is more appropriate to describe it as investment than the following note. This was something Graham tried to avoid.</p><p>Buffett developed the teacher's theory, but he is still based on certainty.</p><p>He extended the \"certainty\" of investment to the future. This is not blind overconfidence, but through the construction of a circle of competence, he has gained an understanding ability that surpasses 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 a far cry from buying good companies that most people take for granted, and it is also an analogy premise that we should not ignore when learning from Buffett.</p><p>From Graham to Buffett, what has changed is the superficial form of investment, but what remains unchanged 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, what remains unchanged 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, what remains unchanged 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 prefers \"cigarette butt stocks\", while Buffett developed his theory to make \"buying excellent companies at reasonable prices\" the best way to invest in value, both of which are 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 this \"stock god\" and the author of \"Securities Analysis\" is an old guy who only picks up bargains and is outdated. Buffett developed his theory, making \"buying excellent companies at reasonable prices\" the best way to invest in value.</p><p>In this way, the preset consensus coerces us:</p><p>Since there are more advanced theories, why bother looking at old and \"outdated\" things?</p><p>Therefore, value investing is equated with 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 one more step:</p><p>Why does Graham, the godfather of Wall Street, not realize the value of good companies, but prefers to buy some cheap garbage? Is it just because of the limitations of the times and lack of personal ability?</p><p>This article will combine \"Securities Analysis\" to take you back to 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 the eyes of most people, 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\" does not mention how to calculate \"intrinsic value\" at all, and even bluntly speculating on intrinsic value is a great mistake. The definition given by Graham is \"value justified by facts\".</p><p>He also emphasized that \"it is not necessary for analysts to accurately estimate the actual value of each share to draw a conclusion\".</p><p>There is not even a specific algorithm, what is the point?</p><p>The key lies in the denial of \"Mr. Market\".</p><p>The market price is the embodiment of the unanimous expectation of most participants. However, Graham believes that there should be a different \"intrinsic value\" that has been proved to be more reasonable by facts. This is the consciousness of independent thinking: being skeptical of the existing consensus and daring to be different from the majority.</p><p>He compared 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>Investment should be supported by a reliable foundation</b></p><p>We are also one of the market participants. Why do we 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 an inevitable feature of investment.</p><p>He believes: \"As long as your data and reasoning are correct, you are right\"</p><p>Buffett explained this: \"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\" this way: \"It must not only perform well in the market, but also have a reasonable reasoning process as the basis... The professional standards of securities analysis require all recommenders to clearly indicate the type of recommendation and form the analysis and reasoning process of recommendation results.\"</p><p>So as to distinguish whether it is because you have done the right job or good luck.</p><p>Only the investment judgment made in this way can be repeatable and sustainable in the long term.</p><p><b>Speculation on'strong companies'</b></p><p>Based on the demanding requirements of objective facts and strict logic, Graham has always been cautious about the growth prospects of stocks. He made a clear criticism of the view that \"good stocks are good investments\":</p><p>\"It may be more logical and helpful to understand that it is'speculation in strong companies'. The results of this'investment 'are no different from those of past speculation, except that there may be no security guarantee.\"</p><p>For the outstanding companies that everyone is generally optimistic about in the market, Graham sees the tendency of \"double counting\":</p><p>\"The stock price reflects the gains brought by a good management, and it also reflects the gains brought by'good management ', which leads to'double crediting of the same item', thus overvaluation.\"</p><p>He believes that securities analysis mainly focuses on values that can be determined by facts, rather than those that rely on future expectations. He lists the important facts related to a certain security in categories and expresses them in a coherent and easy-to-express way.</p><p>These important facts include the terms of securities, industry characteristics, company operating records (capital, liabilities, profits, dividends, etc. and its management), laws and regulations, etc. Instead of simply extrapolating performance trends based on the past, they will continue.</p><p>He pays more attention to neglected investments, such as abandoned stocks or bonds, liquidation, bankruptcy, arbitrage, etc.</p><p><b>The constant is the pursuit of \"certainty\"</b></p><p>Graham prefers \"cigarette butt stocks\" precisely because of his emphasis on certainty.</p><p>The future is difficult to predict, and we cannot obtain sufficient information to predict the future operation of a high-growth company. Breakpoints in the logical chain and even jumps in thinking in the analysis process are unavoidable.</p><p>If we don't find a clear basis to show that \"most people are far from optimistic enough\", then it is more appropriate to describe it as investment than the following note. This was something Graham tried to avoid.</p><p>Buffett developed the teacher's theory, but he is still based on certainty.</p><p>He extended the \"certainty\" of investment to the future. This is not blind overconfidence, but through the construction of a circle of competence, he has gained an understanding ability that surpasses 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 a far cry from buying good companies that most people take for granted, and it is also an analogy premise that we should not ignore when learning from Buffett.</p><p>From Graham to Buffett, what has changed is the superficial form of investment, but what remains unchanged 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":513,"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":"sh","language":"zh","title":"This week's preview | 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>Summary:</b></p><p>In terms of financial data: Pay attention to China's LPR interest rate in March, the current account of the United States in the fourth quarter, the monthly rate of durable goods orders in the United States in February, the number of initial jobless claims in the United States, and some major economic data. In terms of events: The Federal Reserve and other central bank officials will deliver speeches to continue to express their views on the economic recovery and central bank policy outlook. In terms of 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 SenseTime will be announced soon. In terms of new shares: Riel Group, the first mid-to-high-end dental chain, will land on the Hong Kong Stock Exchange on Tuesday.<b>Monday (March 21) Keywords: Chinese March LPR, Pinduoduo financial report, Arrail Group announced 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 watch out<b>China's quoted one-year and five-year loan market interest rates for the week ending March 21</b>, the market generally expects that the LRP interest rate will most likely 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 reports,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Will release earnings before the U.S. stock market opens</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 black market trading will be opened, and it will be officially listed on Tuesday.</b></p><p>Arrail Group is the largest dental medical service provider in China's high-end private dental medical service market, and in terms of revenue in the same period, the company is the third largest dental medical service provider in China's entire private dental medical service market.<b>Tuesday (March 22) Keywords: Federal Reserve Powell speech, Xiaomi financial report</b></p><p><img src=\"https://static.tigerbbs.com/9597f328a3d287c8b4a12d8b18003d76\" tg-width=\"865\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><b>On Tuesday, we need to pay attention to the speeches of a number of key officials, including Federal Reserve Chairman Jerome Powell, European Central Bank Vice President Guindos and New York Fed President Williams.</b></p><p>At 2 a.m. on Thursday, March 17, Beijing time, the Federal Reserve raised the target range of the federal benchmark interest rate by 25 basis points to 0.25%-0.5%. This is also the first rate hike since December 2018. At a press conference held after the interest rate meeting, Federal Reserve Chairman Jerome Powell reiterated that fighting inflation is the top priority and downplayed the risk of economic recession, saying that \"the economic situation is strong and can withstand the tightening of monetary policy.\"</p><p>European Central Bank Vice President Guindos recently stated that monetary normalization does not mean immediate rate hike. New York Fed President Williams said in early March that the U.S. economy has not fallen into stagflation and inflation will fall back by the end of the year. This week, we need to continue to pay attention to their views on the economy and the central bank's policy outlook.</p><p><b>In terms of financial reports,<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 financial report, U.S. 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 18.</b>EIA crude oil inventories in the United States increased by 4.345 million barrels in the week to March 11, compared with expectations for a decrease of 1.375 million barrels. As the epidemic continues, oil demand is suppressed and inventories may continue to increase.</p><p><b>In terms of events, Federal Reserve Chairman Powell attended the Bank for International Settlements Innovation Conference</b>, discuss the new challenges facing central banks in the digital world.</p><p><b>In terms of financial reports, 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 Statements</b></p><p><b>Thursday (March 24) Keywords: Nio financial report, U.S. February durable goods orders monthly preliminary value, U.S. initial jobless claims</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 initial jobless claims in the United States for the week ending March 19, the initial value of the 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>The initial value of Markit manufacturing PMI in the United States in February was 57.5, higher than the expected 56.0 and a new high since December last year, indicating that commodity production, orders and employment growth have become increasingly stable; The initial value of Markit's services PMI in February was 56.7, which was also higher than the expected 53.0. The initial value of the comprehensive PMI in February was 56.0, higher than the previous month's 51.0. Analysts believe that with the further growth of demand, while U.S. economic growth rebounds sharply, price pressures will rise to historical highs again, which will become the expected basis for the Federal Reserve to accelerate the tightening of monetary policy.</p><p>The number of initial jobless claims in the United States recorded 214,000 in the week to March 12, the lowest since the week of January 1, 2022. Initial jobless claims were 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>Event aspect</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 reports,<a href=\"https://laohu8.com/S/NIO\">Nio</a>The financial report will be released after the U.S. stock market closes.<a href=\"https://laohu8.com/S/09961\">Ctrip Group-S</a>Will release earnings.</b></p><p><b>Friday (March 25) Keywords: Meituan, SenseTime's financial report, New York Fed President Williams's speech, the final value of the University of Michigan consumer confidence index 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 aspect</b>, the University of Michigan Consumer Confidence Index will be released in March.</p><p><b>Event aspect</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 reports, 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 Biologics-B</a><b>Financial 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>This week's preview | 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\">\nThis week's preview | 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>Summary:</b></p><p>In terms of financial data: Pay attention to China's LPR interest rate in March, the current account of the United States in the fourth quarter, the monthly rate of durable goods orders in the United States in February, the number of initial jobless claims in the United States, and some major economic data. In terms of events: The Federal Reserve and other central bank officials will deliver speeches to continue to express their views on the economic recovery and central bank policy outlook. In terms of 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 SenseTime will be announced soon. In terms of new shares: Riel Group, the first mid-to-high-end dental chain, will land on the Hong Kong Stock Exchange on Tuesday.<b>Monday (March 21) Keywords: Chinese March LPR, Pinduoduo financial report, Arrail Group announced 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 watch out<b>China's quoted one-year and five-year loan market interest rates for the week ending March 21</b>, the market generally expects that the LRP interest rate will most likely 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 reports,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Will release earnings before the U.S. stock market opens</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 black market trading will be opened, and it will be officially listed on Tuesday.</b></p><p>Arrail Group is the largest dental medical service provider in China's high-end private dental medical service market, and in terms of revenue in the same period, the company is the third largest dental medical service provider in China's entire private dental medical service market.<b>Tuesday (March 22) Keywords: Federal Reserve Powell speech, Xiaomi financial report</b></p><p><img src=\"https://static.tigerbbs.com/9597f328a3d287c8b4a12d8b18003d76\" tg-width=\"865\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><b>On Tuesday, we need to pay attention to the speeches of a number of key officials, including Federal Reserve Chairman Jerome Powell, European Central Bank Vice President Guindos and New York Fed President Williams.</b></p><p>At 2 a.m. on Thursday, March 17, Beijing time, the Federal Reserve raised the target range of the federal benchmark interest rate by 25 basis points to 0.25%-0.5%. This is also the first rate hike since December 2018. At a press conference held after the interest rate meeting, Federal Reserve Chairman Jerome Powell reiterated that fighting inflation is the top priority and downplayed the risk of economic recession, saying that \"the economic situation is strong and can withstand the tightening of monetary policy.\"</p><p>European Central Bank Vice President Guindos recently stated that monetary normalization does not mean immediate rate hike. New York Fed President Williams said in early March that the U.S. economy has not fallen into stagflation and inflation will fall back by the end of the year. This week, we need to continue to pay attention to their views on the economy and the central bank's policy outlook.</p><p><b>In terms of financial reports,<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 financial report, U.S. 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 18.</b>EIA crude oil inventories in the United States increased by 4.345 million barrels in the week to March 11, compared with expectations for a decrease of 1.375 million barrels. As the epidemic continues, oil demand is suppressed and inventories may continue to increase.</p><p><b>In terms of events, Federal Reserve Chairman Powell attended the Bank for International Settlements Innovation Conference</b>, discuss the new challenges facing central banks in the digital world.</p><p><b>In terms of financial reports, 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 Statements</b></p><p><b>Thursday (March 24) Keywords: Nio financial report, U.S. February durable goods orders monthly preliminary value, U.S. initial jobless claims</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 initial jobless claims in the United States for the week ending March 19, the initial value of the 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>The initial value of Markit manufacturing PMI in the United States in February was 57.5, higher than the expected 56.0 and a new high since December last year, indicating that commodity production, orders and employment growth have become increasingly stable; The initial value of Markit's services PMI in February was 56.7, which was also higher than the expected 53.0. The initial value of the comprehensive PMI in February was 56.0, higher than the previous month's 51.0. Analysts believe that with the further growth of demand, while U.S. economic growth rebounds sharply, price pressures will rise to historical highs again, which will become the expected basis for the Federal Reserve to accelerate the tightening of monetary policy.</p><p>The number of initial jobless claims in the United States recorded 214,000 in the week to March 12, the lowest since the week of January 1, 2022. Initial jobless claims were 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>Event aspect</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 reports,<a href=\"https://laohu8.com/S/NIO\">Nio</a>The financial report will be released after the U.S. stock market closes.<a href=\"https://laohu8.com/S/09961\">Ctrip Group-S</a>Will release earnings.</b></p><p><b>Friday (March 25) Keywords: Meituan, SenseTime's financial report, New York Fed President Williams's speech, the final value of the University of Michigan consumer confidence index 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 aspect</b>, the University of Michigan Consumer Confidence Index will be released in March.</p><p><b>Event aspect</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 reports, 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 Biologics-B</a><b>Financial 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":{"01810":"小米集团-W",".SPX":"S&P 500 Index","09866":"蔚来-SW","03690":"美团-W","NIO":"蔚来","PDD":"拼多多",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","00700":"腾讯控股"},"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":{".DJI":0.9,"09866":0.9,"00700":0.9,"NIO":0.9,"01810":0.9,".SPX":0.9,"PDD":0.9,"03690":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":438,"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 the president of Ukraine?","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 show us that the core of comedy is tragedy. Ukrainian President Volodymyr Zelensky played the president of Ukraine before becoming the president of Ukraine.</p><p>In 2015, a comedy series was broadcast in Ukraine. Once it was launched, it was loved by the Ukrainian people and became the ratings champion of that year, and the leading actor was played by Zelensky.</p><p>In 2019, Zelensky successfully crossed the border from a comedian to the president of Ukraine.</p><p>Now, three years later, he seems to be showing us with his own personal experience: 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 was born on January 25th, 1978 in Krivoy Rog, Dnipropetrovsk Oblast, Ukrainian (then still in the Soviet Union). He is only 44 years old.</p><p>He was born to a wealthy family of Jewish parents, a father who was a professor at the Krivoy Rog School of Economics and an engineer. Born in such a wealthy family, Zelensky is happier than most people in Ukraine.</p><p>After graduating from high school, he entered the Law School of Kiev University of Economics. At the same time, his creative and comedic talent caught the attention of the famous Ukrainian entertainment show team KVN.</p><p>In 1997, he co-founded the group \"95 and a quarter\" with members of KVN and served as the captain. After the disintegration of the former Soviet Union, \"95 and a quarter\" toured CIS countries and was well received, and he became 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 established a studio to engage in TV content production, film production and entertainment program tours. Zelensky became its owner and manager, and appeared in many TV dramas.<b>By this time, Zelensky has become a rising star in the Ukrainian entertainment industry.</b></p><p>In 2005, Zelensky joined the Ukrainian TV channel, and then Zelensky relied on his own ability to serve as the main actor of the program and the creator of the script.<b>With the ratings steadily rising, Zelensky has also gained a place in the Ukrainian show business.</b></p><p><b>In 2011, he appeared on the cover of Ukrainian Fox as the head of \"95 Quarter\".</b></p><p>But what really made Zelensky a household name was his 2015 TV series, and it was this drama that laid a solid foundation for Zelensky's road to presidency.</p><p><b>In 2015, Zelensky wrote a script-\"The Story of Vasya\", also known as \"Servant of the People\", which is a political satirical comedy.</b></p><p>The content of the story is very simple. An ordinary Ukrainian middle school history teacher, Vasha, was filmed by students and uploaded it to the Internet while debating national politics with colleagues, and unexpectedly became popular. All Ukrainians hope that an upright and honest person will be the president, so Vasha was elected as the president of Ukraine, and has become a truly upright and effective public servant of the people all the way.</p><p><img src=\"https://static.tigerbbs.com/0cd4b7c90d67c57eeea9f886380fa21a\" tg-width=\"586\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/></p><p><b>In this drama, Zelensky used a very spicy style to portray the rampant oligarchs and corruption of politicians in Ukraine, so he won the love of many Ukrainian people.</b></p><p>Even a certain domestic score shows that \"Servant of the People\" has a score of 9.0, which also makes Zelensky a well-known national comedian in Ukraine.<b>It 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 deeply involved in the play, but Zelensky really dreamed of being president.</b></p><p>In 2018, Zelensky established his own party \"Servant of the People\" for campaigning. The party headquarters is in a tiny office in Kiev, and all people are new to politics.</p><p>On March 27, 2019, two days before the start of the first round of the Ukrainian presidential election and the start of the third season of the show, Zelensky posted a team 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 relevant regulations in Ukraine, the day before the election is a \"day of silence\", and no elector is allowed to make propaganda, but Zelensky successfully bypassed this regulation in this way...</p><p>With \"cheating\" off-site support like \"Vasha\", Zelensky's campaign road is unimpeded and he has zero experience? It doesn't matter, so does Vasya. Is it suspected that there is big business support behind it? It doesn't matter, so does Vasya. Criticized by all parties? It doesn't matter, so does Vasya.</p><p><b>More importantly, Vasya, an Internet celebrity teacher, was elected president with 60% of the votes, while Zelensky was elected president with an astonishing 73.3% of the votes, almost the same as the fourth time in 2018 when there was no competitor. Putin, who became president for the first time, was flat (with 76.69% of the votes)</b></p><p>What is the reason?</p><p>One of the reasons why Zelensky was elected president with a high vote rate is that he once \"played an excellent president\" and his image is deeply rooted in the hearts of thousands of families. However, it is definitely not enough to rely solely on the popularity of actors.</p><p>Let's turn our eyes back to the year of the 2019 Ukrainian presidential election.</p><p>There are three \"contestants\" with the best chances of winning this year: then President 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 of whom are oligarchs who have risen through the privatization wave 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 general election, Tymoshenko, who served as Prime Minister of Ukraine many times, elected president for the third time, but unfortunately lost in the first round.</p><p>Losing one less competitor is a big plus for Zelensky. Subsequently, before the second round of voting, Zelensky created a historical scene.</p><p>On April 19th, 2019, Zelensky and poroshenko held a live televised public debate at the Olympic Stadium in the capital of Ukraine. This was the last public event before the vote, so both candidates attached great importance to it.</p><p>When debating Ukraine's national defense issues and Crimea issues, Zelensky angrily denounced poroshenko's ineffective rule and failure to resolve the conflict in Donbass; The other party laughed at it, if he came to power, it wouldn't be much better, and I'm afraid he would kneel down to Putin.</p><p>What poroshenko didn't expect was that Zelensky suddenly used a ruthless move.<b>Zelensky took two steps forward after hearing this sentence, suddenly knelt down, and said: \"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 Ukrainians think that they had met the right one.</b></p><p>At this time, the Ukrainians did not seem to know that long-term exercise on the screen made Zelensky's reaction ability very quick. All this was nothing more than Zelensky's \"freestyle\".</p><p>However, at that time, many Ukrainians had great confidence in Zelensky. Just as Biden was elected that year, it was not that the people supported him, but that they had to choose him in order to oppose Trump. In other words, the Ukrainian people had no choice at that time. In order to oppose poroshenko, they had to vote for Zelensky, and at the same time, they had high hopes for the young actor.</p><p>Many overseas netizens said on YouTube: \"Perhaps it's because Ukrainians are tired of watching politicians' comedy performances in the political arena, so 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 first take a look at three things Zelensky promised the people during the campaign:</p><p>1. End the war in eastern Ukraine and the bloody conflict in Donbas as soon as possible; 2. Intensify reforms in the economic field, bring Ukraine's economy to a new level and increase the money in people's pockets; 3. Intensify domestic anti-corruption efforts, especially to attack oligarchs who monopolize politics, economy and society, and restore fairness to society.<b>We all know the later story. The pie Zelensky drew for the Ukrainian people was finally torn apart by himself:</b></p><p>1. The Donbas region has become the tipping point of the Russia-Ukraine conflict. Zelensky wants to rely on the power of NATO, the United States and Europe to recover the eastern Ukraine region, gamble on the fate of the country, and push Ukraine to the danger of national division again. In just one day, Ukraine has almost reached the verge of \"national subjugation\".</p><p>Then there is<b>Zelensky says Putin doesn't answer a televised speech on 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 in 2020 dropped by 30% compared with 2019, and its per capita income was at the bottom in Europe. It could only rely on a US $8 billion loan from the International Monetary Fund to make a living.</p><p>3. The promise of cracking down on oligarchy is even more a joke. After Zelensky came to power, people discovered that he was the spokesperson of the Jewish oligarchy. All his campaign funds were provided by his former TV station boss, a Jewish oligarch. After Zelensky came to power, he also reciprocated and handed over many telecommunications industries to his behind-the-scenes sponsors.</p><p>However, the number of oligarchs in Ukraine has indeed plummeted recently. In order to avoid the Russia-Ukraine war,<b>Of the 100 richest people in Ukraine, 96 have fled with their families to Cyprus, Nice, Vienna, Zurich, London and Munich.</b></p><p>After these negative news came out, Zelensky's public opinion support rate plummeted to 20%.</p><p>The promise made by Zelensky three years ago has now become a lie and deception, and the hearts and minds of the people harvested with his outstanding performances will eventually be dissipated because of the illusory ending.</p><p><b>Perhaps, now he is praying for the director to shout \"Card\" as soon as possible.</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 the president of Ukraine?</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 the president of Ukraine?\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 show us that the core of comedy is tragedy. Ukrainian President Volodymyr Zelensky played the president of Ukraine before becoming the president of Ukraine.</p><p>In 2015, a comedy series was broadcast in Ukraine. Once it was launched, it was loved by the Ukrainian people and became the ratings champion of that year, and the leading actor was played by Zelensky.</p><p>In 2019, Zelensky successfully crossed the border from a comedian to the president of Ukraine.</p><p>Now, three years later, he seems to be showing us with his own personal experience: 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 was born on January 25th, 1978 in Krivoy Rog, Dnipropetrovsk Oblast, Ukrainian (then still in the Soviet Union). He is only 44 years old.</p><p>He was born to a wealthy family of Jewish parents, a father who was a professor at the Krivoy Rog School of Economics and an engineer. Born in such a wealthy family, Zelensky is happier than most people in Ukraine.</p><p>After graduating from high school, he entered the Law School of Kiev University of Economics. At the same time, his creative and comedic talent caught the attention of the famous Ukrainian entertainment show team KVN.</p><p>In 1997, he co-founded the group \"95 and a quarter\" with members of KVN and served as the captain. After the disintegration of the former Soviet Union, \"95 and a quarter\" toured CIS countries and was well received, and he became 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 established a studio to engage in TV content production, film production and entertainment program tours. Zelensky became its owner and manager, and appeared in many TV dramas.<b>By this time, Zelensky has become a rising star in the Ukrainian entertainment industry.</b></p><p>In 2005, Zelensky joined the Ukrainian TV channel, and then Zelensky relied on his own ability to serve as the main actor of the program and the creator of the script.<b>With the ratings steadily rising, Zelensky has also gained a place in the Ukrainian show business.</b></p><p><b>In 2011, he appeared on the cover of Ukrainian Fox as the head of \"95 Quarter\".</b></p><p>But what really made Zelensky a household name was his 2015 TV series, and it was this drama that laid a solid foundation for Zelensky's road to presidency.</p><p><b>In 2015, Zelensky wrote a script-\"The Story of Vasya\", also known as \"Servant of the People\", which is a political satirical comedy.</b></p><p>The content of the story is very simple. An ordinary Ukrainian middle school history teacher, Vasha, was filmed by students and uploaded it to the Internet while debating national politics with colleagues, and unexpectedly became popular. All Ukrainians hope that an upright and honest person will be the president, so Vasha was elected as the president of Ukraine, and has become a truly upright and effective public servant of the people all the way.</p><p><img src=\"https://static.tigerbbs.com/0cd4b7c90d67c57eeea9f886380fa21a\" tg-width=\"586\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/></p><p><b>In this drama, Zelensky used a very spicy style to portray the rampant oligarchs and corruption of politicians in Ukraine, so he won the love of many Ukrainian people.</b></p><p>Even a certain domestic score shows that \"Servant of the People\" has a score of 9.0, which also makes Zelensky a well-known national comedian in Ukraine.<b>It 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 deeply involved in the play, but Zelensky really dreamed of being president.</b></p><p>In 2018, Zelensky established his own party \"Servant of the People\" for campaigning. The party headquarters is in a tiny office in Kiev, and all people are new to politics.</p><p>On March 27, 2019, two days before the start of the first round of the Ukrainian presidential election and the start of the third season of the show, Zelensky posted a team 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 relevant regulations in Ukraine, the day before the election is a \"day of silence\", and no elector is allowed to make propaganda, but Zelensky successfully bypassed this regulation in this way...</p><p>With \"cheating\" off-site support like \"Vasha\", Zelensky's campaign road is unimpeded and he has zero experience? It doesn't matter, so does Vasya. Is it suspected that there is big business support behind it? It doesn't matter, so does Vasya. Criticized by all parties? It doesn't matter, so does Vasya.</p><p><b>More importantly, Vasya, an Internet celebrity teacher, was elected president with 60% of the votes, while Zelensky was elected president with an astonishing 73.3% of the votes, almost the same as the fourth time in 2018 when there was no competitor. Putin, who became president for the first time, was flat (with 76.69% of the votes)</b></p><p>What is the reason?</p><p>One of the reasons why Zelensky was elected president with a high vote rate is that he once \"played an excellent president\" and his image is deeply rooted in the hearts of thousands of families. However, it is definitely not enough to rely solely on the popularity of actors.</p><p>Let's turn our eyes back to the year of the 2019 Ukrainian presidential election.</p><p>There are three \"contestants\" with the best chances of winning this year: then President 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 of whom are oligarchs who have risen through the privatization wave 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 general election, Tymoshenko, who served as Prime Minister of Ukraine many times, elected president for the third time, but unfortunately lost in the first round.</p><p>Losing one less competitor is a big plus for Zelensky. Subsequently, before the second round of voting, Zelensky created a historical scene.</p><p>On April 19th, 2019, Zelensky and poroshenko held a live televised public debate at the Olympic Stadium in the capital of Ukraine. This was the last public event before the vote, so both candidates attached great importance to it.</p><p>When debating Ukraine's national defense issues and Crimea issues, Zelensky angrily denounced poroshenko's ineffective rule and failure to resolve the conflict in Donbass; The other party laughed at it, if he came to power, it wouldn't be much better, and I'm afraid he would kneel down to Putin.</p><p>What poroshenko didn't expect was that Zelensky suddenly used a ruthless move.<b>Zelensky took two steps forward after hearing this sentence, suddenly knelt down, and said: \"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 Ukrainians think that they had met the right one.</b></p><p>At this time, the Ukrainians did not seem to know that long-term exercise on the screen made Zelensky's reaction ability very quick. All this was nothing more than Zelensky's \"freestyle\".</p><p>However, at that time, many Ukrainians had great confidence in Zelensky. Just as Biden was elected that year, it was not that the people supported him, but that they had to choose him in order to oppose Trump. In other words, the Ukrainian people had no choice at that time. In order to oppose poroshenko, they had to vote for Zelensky, and at the same time, they had high hopes for the young actor.</p><p>Many overseas netizens said on YouTube: \"Perhaps it's because Ukrainians are tired of watching politicians' comedy performances in the political arena, so 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 first take a look at three things Zelensky promised the people during the campaign:</p><p>1. End the war in eastern Ukraine and the bloody conflict in Donbas as soon as possible; 2. Intensify reforms in the economic field, bring Ukraine's economy to a new level and increase the money in people's pockets; 3. Intensify domestic anti-corruption efforts, especially to attack oligarchs who monopolize politics, economy and society, and restore fairness to society.<b>We all know the later story. The pie Zelensky drew for the Ukrainian people was finally torn apart by himself:</b></p><p>1. The Donbas region has become the tipping point of the Russia-Ukraine conflict. Zelensky wants to rely on the power of NATO, the United States and Europe to recover the eastern Ukraine region, gamble on the fate of the country, and push Ukraine to the danger of national division again. In just one day, Ukraine has almost reached the verge of \"national subjugation\".</p><p>Then there is<b>Zelensky says Putin doesn't answer a televised speech on 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 in 2020 dropped by 30% compared with 2019, and its per capita income was at the bottom in Europe. It could only rely on a US $8 billion loan from the International Monetary Fund to make a living.</p><p>3. The promise of cracking down on oligarchy is even more a joke. After Zelensky came to power, people discovered that he was the spokesperson of the Jewish oligarchy. All his campaign funds were provided by his former TV station boss, a Jewish oligarch. After Zelensky came to power, he also reciprocated and handed over many telecommunications industries to his behind-the-scenes sponsors.</p><p>However, the number of oligarchs in Ukraine has indeed plummeted recently. In order to avoid the Russia-Ukraine war,<b>Of the 100 richest people in Ukraine, 96 have fled with their families to Cyprus, Nice, Vienna, Zurich, London and Munich.</b></p><p>After these negative news came out, Zelensky's public opinion support rate plummeted to 20%.</p><p>The promise made by Zelensky three years ago has now become a lie and deception, and the hearts and minds of the people harvested with his outstanding performances will eventually be dissipated because of the illusory ending.</p><p><b>Perhaps, now he is praying for the director to shout \"Card\" as soon as possible.</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":528,"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":"us","language":"zh","title":"As the Nasdaq pulls back, these low-valued technology stocks are starting to \"absorb money\" 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>Recently, high-valued technology stocks in the U.S. stock market have plummeted. This trend seems to add new to the \"upstream\" of low-valued veteran technology stocks<a href=\"https://laohu8.com/S/838275\">Driving force</a>。 Most of these technology companies have high profits, but their stock trading prices tend to be at a lower level compared to high-valued technology stocks.</p><p>Two giants in the PC market<a href=\"https://laohu8.com/S/HPQ\">Hewlett-Packard</a>And<a href=\"https://laohu8.com/S/DELL\">Dell</a>Technology is one of the rare winners among tech stocks this year. The recent surge in U.S. bond yields has prompted investors to turn to cheaper and more profitable companies, while beginning to sell off high valuations that have outperformed the broader market during a COVID-19 pandemic. technology stock.</p><p>For these two PC giants, PC shipments in 2021 will hit a new high in nearly 10 years, which will also promote their stock prices to rise against the trend. The latest statistics released by IDC yesterday show that global personal computer (PC) shipments in 2021 The volume increased by 14.8% year-on-year to 349 million units, a new high since 2012.</p><p>\"We have found better stock allocation targets in high-quality growth areas.\" Kevin Caron, senior portfolio investment fund manager at Washington Crossing Advisors, which manages $7 billion in assets. \"<b>Low-valuation technology stocks are chosen because we can find companies with low debt levels, high profitability, and predictable businesses. \"</b></p><p>According to statistics,<b>Since the beginning of this year, the technology-dominated Nasdaq 100 index has fallen by 5.05%. At the same time, the two PC giants Hewlett-Packard and Dell have risen by 2.73% and 7.12% respectively.</b>, the latest data shows that both companies expect less than 9 times P/E in the next 12 months, 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>Since the beginning of this year, it has increased by 6.49%, far exceeding the Nasdaq 100 index.</b>On Thursday, Monness Crespi Hardt & Co upgraded the stock to Buy. While investors have been looking at software companies with high growth trends, the investment outfit wrote: \"We now believe that the market will begin to pay more attention to 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 well-known companies such as Alphabet, with higher risk ratings than three years ago, while potential returns may be lower. \"</p><p>Bernstein analyst Toni Sacconaghi advises investors to favor low-valued technology stocks in the near term. He wrote in the report: \"Among the 20% of stocks with the lowest valuation,<b>Earnings growth estimates for the 5-year period are the highest estimates in more than 10 years.</b>\"Sacconaghi also wrote in the research report:\" These stocks performed poorly in the second half of 2021, while the valuation differential between growth stocks and value stocks showed a significant widening trend. \"</p><p>Sacconaghi believes that the most expensive companies in the industry will face more risk, but HP,<a href=\"https://laohu8.com/S/IBM\">IBM</a>The risk profile of established technology companies such as Dell and Dell is good and there is plenty of room for valuation improvement.<b>He upgraded his rating on the stocks to Outperform from Market Perform earlier</b>。 According to statistics, IBM has risen slightly by 0.82% this year and still outperformed the Nasdaq 100 index.</p><p>Of course, there are still views on Wall Street in favor of high-valued tech stocks.<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Strategists said Thursday that long-term yields are likely to rise only slightly, implying that there is limited risk of further adjustments in growth stock valuations. They believe that there is still room for growth stocks to rise during slowing economic growth.</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>As the Nasdaq pulls back, these low-valued technology stocks are starting to \"absorb money\" 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\">\nAs the Nasdaq pulls back, these low-valued technology stocks are starting to \"absorb money\" 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>Recently, high-valued technology stocks in the U.S. stock market have plummeted. This trend seems to add new to the \"upstream\" of low-valued veteran technology stocks<a href=\"https://laohu8.com/S/838275\">Driving force</a>。 Most of these technology companies have high profits, but their stock trading prices tend to be at a lower level compared to high-valued technology stocks.</p><p>Two giants in the PC market<a href=\"https://laohu8.com/S/HPQ\">Hewlett-Packard</a>And<a href=\"https://laohu8.com/S/DELL\">Dell</a>Technology is one of the rare winners among tech stocks this year. The recent surge in U.S. bond yields has prompted investors to turn to cheaper and more profitable companies, while beginning to sell off high valuations that have outperformed the broader market during a COVID-19 pandemic. technology stock.</p><p>For these two PC giants, PC shipments in 2021 will hit a new high in nearly 10 years, which will also promote their stock prices to rise against the trend. The latest statistics released by IDC yesterday show that global personal computer (PC) shipments in 2021 The volume increased by 14.8% year-on-year to 349 million units, a new high since 2012.</p><p>\"We have found better stock allocation targets in high-quality growth areas.\" Kevin Caron, senior portfolio investment fund manager at Washington Crossing Advisors, which manages $7 billion in assets. \"<b>Low-valuation technology stocks are chosen because we can find companies with low debt levels, high profitability, and predictable businesses. \"</b></p><p>According to statistics,<b>Since the beginning of this year, the technology-dominated Nasdaq 100 index has fallen by 5.05%. At the same time, the two PC giants Hewlett-Packard and Dell have risen by 2.73% and 7.12% respectively.</b>, the latest data shows that both companies expect less than 9 times P/E in the next 12 months, 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>Since the beginning of this year, it has increased by 6.49%, far exceeding the Nasdaq 100 index.</b>On Thursday, Monness Crespi Hardt & Co upgraded the stock to Buy. While investors have been looking at software companies with high growth trends, the investment outfit wrote: \"We now believe that the market will begin to pay more attention to 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 well-known companies such as Alphabet, with higher risk ratings than three years ago, while potential returns may be lower. \"</p><p>Bernstein analyst Toni Sacconaghi advises investors to favor low-valued technology stocks in the near term. He wrote in the report: \"Among the 20% of stocks with the lowest valuation,<b>Earnings growth estimates for the 5-year period are the highest estimates in more than 10 years.</b>\"Sacconaghi also wrote in the research report:\" These stocks performed poorly in the second half of 2021, while the valuation differential between growth stocks and value stocks showed a significant widening trend. \"</p><p>Sacconaghi believes that the most expensive companies in the industry will face more risk, but HP,<a href=\"https://laohu8.com/S/IBM\">IBM</a>The risk profile of established technology companies such as Dell and Dell is good and there is plenty of room for valuation improvement.<b>He upgraded his rating on the stocks to Outperform from Market Perform earlier</b>。 According to statistics, IBM has risen slightly by 0.82% this year and still outperformed the Nasdaq 100 index.</p><p>Of course, there are still views on Wall Street in favor of high-valued tech stocks.<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Strategists said Thursday that long-term yields are likely to rise only slightly, implying that there is limited risk of further adjustments in growth stock valuations. They believe that there is still room for growth stocks to rise during slowing economic growth.</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":{"QNETCN":"纳斯达克中美互联网老虎指数","TQQQ":"纳指三倍做多ETF","03086":"华夏纳指","BK4550":"红杉资本持仓","QQQ":"纳指100ETF","BK4561":"索罗斯持仓",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","TTTN":"老虎中美互联网巨头ETF","SQQQ":"纳指三倍做空ETF"},"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":{"QNETCN":1,".IXIC":1,"TQQQ":1,"03086":1,"TTTN":1,"QQQ":1,"SQQQ":1,"NQmain":1}},"isVote":1,"tweetType":1,"viewCount":896,"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":687,"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":828,"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":477,"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":"us","language":"zh","title":"Last night and this morning | Late night heavy! The White House suddenly stated that China's assets exploded","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>Summary: ① U.S. stocks were mixed overnight, with the Nasdaq rising 0.18%, the Dow falling 0.5%, and Chinese concept 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 a reduction in wheat production in Ukraine for three consecutive quarters. Overseas Market</p><p>1. PPI data strengthens radical rate hike expectations that the Nasdaq index is still on a bearish path, and the Nasdaq bucks the market trend and rises slightly</p><p>Investors are waiting for the results of the Federal Reserve's monetary policy meeting on Wednesday, and the market expects a 75 basis point probability of a rate hike higher than 90%. U.S. PPI data in May showed that inflationary pressures remained high, strengthening the case for the Fed to maintain an aggressive rate hike stance.</p><p>As of the close, the Nasdaq rose 0.18%, the Dow fell 0.5%, and the S&P 500 fell 0.38%.</p><p>Big tech stocks were 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>It fell 1.31%, and Meta fell 0.32%. Most new energy vehicle stocks closed up,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Up 2.39%, Lucid rose 1.78%, and Rivian rose 1.83%.</p><p>2. Zhonggai Xiongqi New Oriental rose nearly 25%</p><p>On the evening of June 14, the White House suddenly stated that the United States was ready to fight inflation and was discussing some \"irresponsible\" tariffs imposed by former President Trump. This has heated up expectations for tariff relief again.</p><p>Most of the popular Chinese concept stocks that fell back on Monday rebounded strongly and performed significantly better than the broader market. The Nasdaq Golden Dragon China Index closed up nearly 6.9%.</p><p>Among the four constituent stocks of the Nasdaq 100 index,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>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\">JD.com</a>Rose nearly 6.1%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>It rose nearly 3.8%.</p><p>Among other stocks, New Oriental, which bucked the market trend and rose more than 5% on Monday, closed up nearly 25%, and NetEase<a href=\"https://laohu8.com/S/DAO\">Youdao</a>Rose more than 20%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Up nearly 20%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Automobiles rose more than 16%,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Education rose by more than 15%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Rose nearly 11%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>It rose more than 10%, Bilibili rose nearly 10%, and Ctrip rose nearly 8%.<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Rose more than 7%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Rose nearly 7%,<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Up 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 more than 4%,<a href=\"https://laohu8.com/S/DDL\">Dingdong Maicai</a>Rose by more than 3%, Weibo rose by more than 2%,<a href=\"https://laohu8.com/S/HUYA\">Tiger Tooth</a>Up more than 1%.</p><p>3. Major European stock indexes collectively closed down, the German DAX30 index fell 0.91%</p><p>Major European stock indexes collectively closed lower, with Germany's DAX30 index falling 0.91%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.27%, the French CAC40 index fell 1.2%, and the European Stoxx 50 index 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, U.S. WTI July crude oil futures closed down 1.65% at $118.93 per barrel, a new low since June 6, and closed below $120 for the first time since June 7; Brent crude oil futures for August closed down 0.90% at $121.17 a barrel, a new closing low since June 7.</p><p>5. New York gold futures closed down 1% on Wednesday, Fed rate hike expectations put pressure</p><p>New York gold futures prices closed lower on Tuesday. The dollar continued to climb and hit a 20-year high, undermining gold's safe-haven appeal for investors. The Federal Reserve will announce the results of its monetary policy meeting on Wednesday, and the market is betting on a sharp rate hike by the Federal Reserve.</p><p>In the end, COMEX August gold futures closed down 1.0% at $1,813.50 per ounce. Although the decline was less than the largest daily decline since March 9, which closed down 2.3% on Monday, it still hit a new closing low for the main contract since May 13. It closed below $1,820 for the first time since May 18.</p><p>6. Is the Fed's radical rate hike on the way? The US Dollar Index continues to hit a new high in the past 20 years</p><p>The US Dollar Index renewed its highest level in nearly 20 years on Tuesday as concerns about the Fed's tightening path mounted after U.S. inflation data hit its highest level in more than 40 years in May.</p><p>ICE the US Dollar Index rose more than 0.1% intraday on Tuesday, climbing to 105.48 during the day, its highest level since December 2002.</p><p>Michael Brown, head of market intelligence at the London unit of hedge fund Caxton, said: \"The U.S. dollar remains the best performing currency in the foreign exchange market, and the Fed's hawkish stance may provide the necessary catalyst for the U.S. dollar to move further higher.\"</p><p>International macro</p><p>1. US media: Biden told cabinet members that he was inclined to relax some tariffs on China during the Trump era</p><p>According to the World Wide Web, the US Axios website exclusively reported on June 14, local time, that Biden is inclined to relax some tariffs on China during the Trump era. A person familiar with the matter broke the news that US President Biden said in a meeting with key cabinet members in the Oval Office of the White House last week that he was inclined to remove some products from the Trump-era list of tariffs imposed on Chinese products exported to the United States.</p><p>2. White House: Biden will visit the Middle East in mid-July</p><p>According to CCTV news reports, on June 14, local time, the White House issued a statement stating that US President Biden will visit the Middle East from July 13 to 16 and attend the summit jointly organized by the Gulf Cooperation Council, Egypt, Iraq and Jordan. Biden will also meet with leaders in the Middle East.</p><p>The statement said that the first stop of Biden's trip to the Middle East was Israel. After that, Biden will also visit the West Bank to negotiate with the Palestinian National Authority, and then travel to Saudi Arabia.</p><p>In addition, Biden will travel to Europe next week to attend the G7 summit and NATO summit.</p><p>3. U.S. PPI growth remained high in May</p><p>On Tuesday, June 14, data released by the U.S. Department of Labor showed that the U.S. PPI increased by 10.8% year-on-year in May, slightly lower than the expected 10.9% increase from last month's revised increase. It rose 0.4% month-on-month, which was a drop from 0.8% last month. The data shows that U.S. inflation 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 Federal Reserve to rate hike by 75 basis points this week, which will be the largest rate hike since 1994.</p><p>4. The use of the Fed's reverse repurchase facility hits a new record of $2.224 trillion</p><p>The use of the Federal Reserve's overnight reverse repurchase facility hit a new high for the sixth consecutive trading day on Tuesday.</p><p>97 participants spent $2.224 trillion, higher than the record of $2.213 trillion set on June 13. The facility carries an interest rate of 0.80% and helps to temporarily reduce reserve balances in the banking system.</p><p>5. WHO will assess whether the monkeypox outbreak 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 outbreak of monkeypox 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 is unusual and worrying. According to 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 Assistant: Putin has no plans to meet with Biden</p><p>On June 14th, local time, Russian Presidential Assistant ushakov informed Russian President Vladimir Putin's schedule of activities in the coming period, including attending the BRICS Summit, the Shanghai Cooperation Organization Summit to be held in September and the meeting of the Council of Heads of State of CIS in October.</p><p>Ushakov pointed out that Putin has no plans to meet with US President Biden; The possibility of meeting with Ukrainian President Zelensky is not ruled out, but corresponding preparations need to be made.</p><p>7. Russia's gas transmission volume through the \"Nord Stream\" natural gas pipeline may drop by 40%, and European natural gas prices will soar by 20%.</p><p>European natural gas prices rose 20%, exceeding 100 euros/MWh. According to media reports, Russia's gas transmission volume through the \"Nord Stream\" natural gas pipeline may drop by 40%.</p><p>According to CCTV News, Gazprom stated 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 currently operational at the Bordeaux Vaya natural gas compression station.</p><p>8. Suez Canal Authority of Egypt: Reduce or exempt some tolls for passing ships</p><p>According to CCTV news reports, on June 14, local time, the Suez Canal Authority of Egypt issued a statement announcing the reduction and exemption of tolls incurred by some ships sailing through the canal.</p><p>According to the statement, oil and gas carriers from or sailing to American seaports, Caribbean ports and western ports of the South Asian subcontinent (Karachi Port in Pakistan, Cochin Port in India, etc.) will receive a 35% reduction in general transportation toll fees. The Suez Canal Authority also announced that it would extend the toll reduction period for liquefied petroleum gas carriers until the end of 2022, with the reduction range ranging from 20% to 75%.</p><p>The situation between Russia and Ukraine</p><p>1. The United States and G7 partners are studying more severe sanctions against Russia</p><p>Ukrainian President Zelensky said in an interview with German media on the 13th local time that Ukraine is willing to continue bilateral negotiations with Russia, but only if Russia is ready to end the war.</p><p>According to documents released by the White House, US President Biden extended unilateral sanctions against the Belarusian government for another year on June 13.</p><p>2. Zelensky had a phone call with Canadian Prime Minister Trudeau</p><p>On the 14th local time, Ukrainian President Zelensky had a phone call with Canadian Prime Minister Trudeau to discuss defense cooperation between the two sides and the next steps to coordinate the response to Russia.</p><p>Ukrainian President Volodymyr Zelenskyy announced the news on his social media and thanked Canada for its support.</p><p>3. The Ukrainian Minister of Agriculture warns: The conflict between Russia and Ukraine will lead to a reduction in Ukrainian wheat production for three consecutive quarters</p><p>Ukrainian Minister of Agriculture Mykola Solskyi said in an interview recently that the conflict between Russia and Ukraine has prevented most of Ukrainian wheat from entering the market, and the global wheat shortage will last for at least three quarters, thus pushing prices to record levels.</p><p>Ukraine is an important food supplier in the world. However, after the outbreak of the Russia-Ukraine conflict, the country's maritime grain export routes were blocked by Russia, and it also faced a series of other problems, such as insufficient grain storage space.</p><p>4. Deputy Minister of Defense of Ukraine: At present, it has only received 10% of the total weapons and equipment claimed by Western countries.</p><p>On the 14th local time, Ukrainian Deputy Defense Minister Marial said in a TV program that Ukraine has only received 10% of the total weapons and equipment claimed by Western countries.</p><p>5. The Russian Ministry of Foreign Affairs announced that 49 British citizens would be included in the sanctions list</p><p>On the 14th local time, the Russian Ministry of Foreign Affairs issued a statement announcing that 49 people from the British media and the British defense industry sector would be included in the sanctions list.</p><p>According to a statement published on the website of the Russian Ministry of Foreign Affairs, the Russian Ministry of Foreign Affairs included 29 people from British media such as The Guardian on the entry ban list. The reason is that these people are involved in deliberately spreading false and one-sided information about Russia and Ukraine, which contributes to Russophobia in British society.</p><p>In addition, 20 British defense and military industry personnel, including Secretary of State for Defense Jeremy Quinn, were also included in 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 plan to sell electric vehicles in India has been shelved, the company's India policy chief resigns</a></p><p>A key executive leading Tesla's lobbying efforts in India has resigned weeks after Tesla shelved plans to sell electric vehicles in India, two people familiar with the matter said. According to reports, Manuj Khurana, Tesla's head of policy and business development in India, was hired in March 2021 and played a key role in formulating plans for Tesla to enter the Indian market. For more than a year, Khurana lobbied the Indian government to cut import duties on electric vehicles from as much as 100% to 40%. The Indian government insists that Tesla must first commit to locally producing cars in India before it can offer 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 Heading For Bankruptcy Unless They Make A Major Change</a></p><p>In an interview with Tesla Silicon Valley Owners Club, according to Electrek, Elon Musk said, \"Unless Rivian and Lucid change significantly, they will both go bankrupt.\" He added, \"I hope they can do something, but unless they can cut costs significantly, they will be in big trouble and will end up in the car graveyard like other car companies outside of Tesla and Ford.\"</p><p>3、<a href=\"https://laohu8.com/NW/1105564474\" target=\"_blank\">Buffett's lunch auction bids have exceeded $3 million</a></p><p>Warren Buffett's last charity lunch auction started at 10:30 on June 13, Beijing time, and is expected to end at 10:30 on June 18. according to<a href=\"https://laohu8.com/S/EBAY\">eBay</a>Website information, the current auction price has exceeded 3 million US dollars.</p><p>4、<a href=\"https://laohu8.com/NW/2243270611\" target=\"_blank\">The live broadcast room exploded and Dongfang selected anchors with a monthly salary of 50,000 yuan</a></p><p>Dongfang Selection has increased its followers by 1.579 million in the past 7 days. After the famous teachers represented by Dong Yuhui came out of the circle, Dongfang Selection's marketization road also set sail simultaneously.<a href=\"https://laohu8.com/S/01797\">New oriental online</a>Its brand Dongfang Selection has also begun to publish recruitment information on the recruitment website, showing that Dongfang Selection gives<a href=\"https://laohu8.com/S/DYIN\">Douyin</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 Berkshire Stake Worth About $4 Billion to Foundation</a></p><p>Berkshire Hathaway said Warren Buffett has donated 14,414,136 Berkshire Hathaway Class B shares to five foundations, Reuters reports. It is calculated that the shares will be worth about $4 billion.</p><p>6、<a href=\"https://laohu8.com/NW/2243988878\" target=\"_blank\">Coca-Cola delays African company IPO until 2023</a></p><p>The Coca-Cola Company issued a statement saying that it will postpone the public listing of Coca-Cola Africa Beverage Company (CCBA) through an IPO. Coca-Cola said it will continue to evaluate macroeconomic conditions to determine the timing of the market in the future 2023, and CCBA's IPO plan remains 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 and this morning | Late night heavy! The White House suddenly stated that China's assets exploded</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 | Late night heavy! The White House suddenly stated that China's assets exploded\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>Summary: ① U.S. stocks were mixed overnight, with the Nasdaq rising 0.18%, the Dow falling 0.5%, and Chinese concept 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 a reduction in wheat production in Ukraine for three consecutive quarters. Overseas Market</p><p>1. PPI data strengthens radical rate hike expectations that the Nasdaq index is still on a bearish path, and the Nasdaq bucks the market trend and rises slightly</p><p>Investors are waiting for the results of the Federal Reserve's monetary policy meeting on Wednesday, and the market expects a 75 basis point probability of a rate hike higher than 90%. U.S. PPI data in May showed that inflationary pressures remained high, strengthening the case for the Fed to maintain an aggressive rate hike stance.</p><p>As of the close, the Nasdaq rose 0.18%, the Dow fell 0.5%, and the S&P 500 fell 0.38%.</p><p>Big tech stocks were 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>It fell 1.31%, and Meta fell 0.32%. Most new energy vehicle stocks closed up,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Up 2.39%, Lucid rose 1.78%, and Rivian rose 1.83%.</p><p>2. Zhonggai Xiongqi New Oriental rose nearly 25%</p><p>On the evening of June 14, the White House suddenly stated that the United States was ready to fight inflation and was discussing some \"irresponsible\" tariffs imposed by former President Trump. This has heated up expectations for tariff relief again.</p><p>Most of the popular Chinese concept stocks that fell back on Monday rebounded strongly and performed significantly better than the broader market. The Nasdaq Golden Dragon China Index closed up nearly 6.9%.</p><p>Among the four constituent stocks of the Nasdaq 100 index,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>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\">JD.com</a>Rose nearly 6.1%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>It rose nearly 3.8%.</p><p>Among other stocks, New Oriental, which bucked the market trend and rose more than 5% on Monday, closed up nearly 25%, and NetEase<a href=\"https://laohu8.com/S/DAO\">Youdao</a>Rose more than 20%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Up nearly 20%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Automobiles rose more than 16%,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Education rose by more than 15%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Rose nearly 11%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>It rose more than 10%, Bilibili rose nearly 10%, and Ctrip rose nearly 8%.<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Rose more than 7%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Rose nearly 7%,<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Up 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 more than 4%,<a href=\"https://laohu8.com/S/DDL\">Dingdong Maicai</a>Rose by more than 3%, Weibo rose by more than 2%,<a href=\"https://laohu8.com/S/HUYA\">Tiger Tooth</a>Up more than 1%.</p><p>3. Major European stock indexes collectively closed down, the German DAX30 index fell 0.91%</p><p>Major European stock indexes collectively closed lower, with Germany's DAX30 index falling 0.91%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.27%, the French CAC40 index fell 1.2%, and the European Stoxx 50 index 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, U.S. WTI July crude oil futures closed down 1.65% at $118.93 per barrel, a new low since June 6, and closed below $120 for the first time since June 7; Brent crude oil futures for August closed down 0.90% at $121.17 a barrel, a new closing low since June 7.</p><p>5. New York gold futures closed down 1% on Wednesday, Fed rate hike expectations put pressure</p><p>New York gold futures prices closed lower on Tuesday. The dollar continued to climb and hit a 20-year high, undermining gold's safe-haven appeal for investors. The Federal Reserve will announce the results of its monetary policy meeting on Wednesday, and the market is betting on a sharp rate hike by the Federal Reserve.</p><p>In the end, COMEX August gold futures closed down 1.0% at $1,813.50 per ounce. Although the decline was less than the largest daily decline since March 9, which closed down 2.3% on Monday, it still hit a new closing low for the main contract since May 13. It closed below $1,820 for the first time since May 18.</p><p>6. Is the Fed's radical rate hike on the way? The US Dollar Index continues to hit a new high in the past 20 years</p><p>The US Dollar Index renewed its highest level in nearly 20 years on Tuesday as concerns about the Fed's tightening path mounted after U.S. inflation data hit its highest level in more than 40 years in May.</p><p>ICE the US Dollar Index rose more than 0.1% intraday on Tuesday, climbing to 105.48 during the day, its highest level since December 2002.</p><p>Michael Brown, head of market intelligence at the London unit of hedge fund Caxton, said: \"The U.S. dollar remains the best performing currency in the foreign exchange market, and the Fed's hawkish stance may provide the necessary catalyst for the U.S. dollar to move further higher.\"</p><p>International macro</p><p>1. US media: Biden told cabinet members that he was inclined to relax some tariffs on China during the Trump era</p><p>According to the World Wide Web, the US Axios website exclusively reported on June 14, local time, that Biden is inclined to relax some tariffs on China during the Trump era. A person familiar with the matter broke the news that US President Biden said in a meeting with key cabinet members in the Oval Office of the White House last week that he was inclined to remove some products from the Trump-era list of tariffs imposed on Chinese products exported to the United States.</p><p>2. White House: Biden will visit the Middle East in mid-July</p><p>According to CCTV news reports, on June 14, local time, the White House issued a statement stating that US President Biden will visit the Middle East from July 13 to 16 and attend the summit jointly organized by the Gulf Cooperation Council, Egypt, Iraq and Jordan. Biden will also meet with leaders in the Middle East.</p><p>The statement said that the first stop of Biden's trip to the Middle East was Israel. After that, Biden will also visit the West Bank to negotiate with the Palestinian National Authority, and then travel to Saudi Arabia.</p><p>In addition, Biden will travel to Europe next week to attend the G7 summit and NATO summit.</p><p>3. U.S. PPI growth remained high in May</p><p>On Tuesday, June 14, data released by the U.S. Department of Labor showed that the U.S. PPI increased by 10.8% year-on-year in May, slightly lower than the expected 10.9% increase from last month's revised increase. It rose 0.4% month-on-month, which was a drop from 0.8% last month. The data shows that U.S. inflation 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 Federal Reserve to rate hike by 75 basis points this week, which will be the largest rate hike since 1994.</p><p>4. The use of the Fed's reverse repurchase facility hits a new record of $2.224 trillion</p><p>The use of the Federal Reserve's overnight reverse repurchase facility hit a new high for the sixth consecutive trading day on Tuesday.</p><p>97 participants spent $2.224 trillion, higher than the record of $2.213 trillion set on June 13. The facility carries an interest rate of 0.80% and helps to temporarily reduce reserve balances in the banking system.</p><p>5. WHO will assess whether the monkeypox outbreak 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 outbreak of monkeypox 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 is unusual and worrying. According to 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 Assistant: Putin has no plans to meet with Biden</p><p>On June 14th, local time, Russian Presidential Assistant ushakov informed Russian President Vladimir Putin's schedule of activities in the coming period, including attending the BRICS Summit, the Shanghai Cooperation Organization Summit to be held in September and the meeting of the Council of Heads of State of CIS in October.</p><p>Ushakov pointed out that Putin has no plans to meet with US President Biden; The possibility of meeting with Ukrainian President Zelensky is not ruled out, but corresponding preparations need to be made.</p><p>7. Russia's gas transmission volume through the \"Nord Stream\" natural gas pipeline may drop by 40%, and European natural gas prices will soar by 20%.</p><p>European natural gas prices rose 20%, exceeding 100 euros/MWh. According to media reports, Russia's gas transmission volume through the \"Nord Stream\" natural gas pipeline may drop by 40%.</p><p>According to CCTV News, Gazprom stated 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 currently operational at the Bordeaux Vaya natural gas compression station.</p><p>8. Suez Canal Authority of Egypt: Reduce or exempt some tolls for passing ships</p><p>According to CCTV news reports, on June 14, local time, the Suez Canal Authority of Egypt issued a statement announcing the reduction and exemption of tolls incurred by some ships sailing through the canal.</p><p>According to the statement, oil and gas carriers from or sailing to American seaports, Caribbean ports and western ports of the South Asian subcontinent (Karachi Port in Pakistan, Cochin Port in India, etc.) will receive a 35% reduction in general transportation toll fees. The Suez Canal Authority also announced that it would extend the toll reduction period for liquefied petroleum gas carriers until the end of 2022, with the reduction range ranging from 20% to 75%.</p><p>The situation between Russia and Ukraine</p><p>1. The United States and G7 partners are studying more severe sanctions against Russia</p><p>Ukrainian President Zelensky said in an interview with German media on the 13th local time that Ukraine is willing to continue bilateral negotiations with Russia, but only if Russia is ready to end the war.</p><p>According to documents released by the White House, US President Biden extended unilateral sanctions against the Belarusian government for another year on June 13.</p><p>2. Zelensky had a phone call with Canadian Prime Minister Trudeau</p><p>On the 14th local time, Ukrainian President Zelensky had a phone call with Canadian Prime Minister Trudeau to discuss defense cooperation between the two sides and the next steps to coordinate the response to Russia.</p><p>Ukrainian President Volodymyr Zelenskyy announced the news on his social media and thanked Canada for its support.</p><p>3. The Ukrainian Minister of Agriculture warns: The conflict between Russia and Ukraine will lead to a reduction in Ukrainian wheat production for three consecutive quarters</p><p>Ukrainian Minister of Agriculture Mykola Solskyi said in an interview recently that the conflict between Russia and Ukraine has prevented most of Ukrainian wheat from entering the market, and the global wheat shortage will last for at least three quarters, thus pushing prices to record levels.</p><p>Ukraine is an important food supplier in the world. However, after the outbreak of the Russia-Ukraine conflict, the country's maritime grain export routes were blocked by Russia, and it also faced a series of other problems, such as insufficient grain storage space.</p><p>4. Deputy Minister of Defense of Ukraine: At present, it has only received 10% of the total weapons and equipment claimed by Western countries.</p><p>On the 14th local time, Ukrainian Deputy Defense Minister Marial said in a TV program that Ukraine has only received 10% of the total weapons and equipment claimed by Western countries.</p><p>5. The Russian Ministry of Foreign Affairs announced that 49 British citizens would be included in the sanctions list</p><p>On the 14th local time, the Russian Ministry of Foreign Affairs issued a statement announcing that 49 people from the British media and the British defense industry sector would be included in the sanctions list.</p><p>According to a statement published on the website of the Russian Ministry of Foreign Affairs, the Russian Ministry of Foreign Affairs included 29 people from British media such as The Guardian on the entry ban list. The reason is that these people are involved in deliberately spreading false and one-sided information about Russia and Ukraine, which contributes to Russophobia in British society.</p><p>In addition, 20 British defense and military industry personnel, including Secretary of State for Defense Jeremy Quinn, were also included in 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 plan to sell electric vehicles in India has been shelved, the company's India policy chief resigns</a></p><p>A key executive leading Tesla's lobbying efforts in India has resigned weeks after Tesla shelved plans to sell electric vehicles in India, two people familiar with the matter said. According to reports, Manuj Khurana, Tesla's head of policy and business development in India, was hired in March 2021 and played a key role in formulating plans for Tesla to enter the Indian market. For more than a year, Khurana lobbied the Indian government to cut import duties on electric vehicles from as much as 100% to 40%. The Indian government insists that Tesla must first commit to locally producing cars in India before it can offer 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 Heading For Bankruptcy Unless They Make A Major Change</a></p><p>In an interview with Tesla Silicon Valley Owners Club, according to Electrek, Elon Musk said, \"Unless Rivian and Lucid change significantly, they will both go bankrupt.\" He added, \"I hope they can do something, but unless they can cut costs significantly, they will be in big trouble and will end up in the car graveyard like other car companies outside of Tesla and Ford.\"</p><p>3、<a href=\"https://laohu8.com/NW/1105564474\" target=\"_blank\">Buffett's lunch auction bids have exceeded $3 million</a></p><p>Warren Buffett's last charity lunch auction started at 10:30 on June 13, Beijing time, and is expected to end at 10:30 on June 18. according to<a href=\"https://laohu8.com/S/EBAY\">eBay</a>Website information, the current auction price has exceeded 3 million US dollars.</p><p>4、<a href=\"https://laohu8.com/NW/2243270611\" target=\"_blank\">The live broadcast room exploded and Dongfang selected anchors with a monthly salary of 50,000 yuan</a></p><p>Dongfang Selection has increased its followers by 1.579 million in the past 7 days. After the famous teachers represented by Dong Yuhui came out of the circle, Dongfang Selection's marketization road also set sail simultaneously.<a href=\"https://laohu8.com/S/01797\">New oriental online</a>Its brand Dongfang Selection has also begun to publish recruitment information on the recruitment website, showing that Dongfang Selection gives<a href=\"https://laohu8.com/S/DYIN\">Douyin</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 Berkshire Stake Worth About $4 Billion to Foundation</a></p><p>Berkshire Hathaway said Warren Buffett has donated 14,414,136 Berkshire Hathaway Class B shares to five foundations, Reuters reports. It is calculated that the shares will be worth about $4 billion.</p><p>6、<a href=\"https://laohu8.com/NW/2243988878\" target=\"_blank\">Coca-Cola delays African company IPO until 2023</a></p><p>The Coca-Cola Company issued a statement saying that it will postpone the public listing of Coca-Cola Africa Beverage Company (CCBA) through an IPO. Coca-Cola said it will continue to evaluate macroeconomic conditions to determine the timing of the market in the future 2023, and CCBA's IPO plan remains 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":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"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":{".DJI":1,".SPX":1,"ZWmain":1,".IXIC":1}},"isVote":1,"tweetType":1,"viewCount":272,"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 own nature and must consider their marginal utility and psychological endurance before they can start investing. For decades, there has been a man standing silently behind the aura of stock god Buffett, and he is Charlie Munger. They met when they were young, appreciated each other, and their values were highly consistent. Buffett said without words: Without Munger, I would be much poorer than I am now. I am beyond words of gratitude to him. They are life partners with equal wisdom and co-creators of the investment miracle with a compound annual growth rate of 19.2% 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. They are going to see Buffett, but they are also very interested in the man sitting beside Buffett on the stage and helping the Omaha wise man answer questions from time to time.</p><p>The performance usually goes like this:</p><p>Buffett answers the question first, and the length of time is up to him. When he arrived, he would turn to Munger and ask: Is there anything else you want to add? Munger sat there motionless, and answered simply and crudely: Nothing to add. Occasionally, based on his rich experience and experience, Munger will also put forward some opinions, and then say a short paragraph. Once Munger speaks, the audience listens to his opinion with full attention. On the way to pursue the wisdom of life, he didn't care whether he stood in the spotlight. Even, he hopes that his wealth will remain just below the level of Forbes' rich list, so that he can avoid the spotlight and public attention. Buffett's eldest son once said: My dad is the second smartest person I know, and Charlie Munger is the first.</p><p>Munger is an outstanding investment thinker, but he was not born like this. In his only authorized biography, \"Buffett's Behind-the-Scenes Think Tank: The Biography of Charlie Munger\", he showed the details of his thinking and the key to becoming an investment big coffee.</p><p>1. Self-improvement is the most important</p><p>Munger said, \"To win first place, you have to get ahead and never stand still. I always get into a business better than everyone else. Why? The answer is to learn yourself. 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 road of self-improvement, he values three points most:</p><p><b>First, think for yourself.</b></p><p>He said that if you completely rely on others in the process of thinking and always listen to other people's so-called \"professional opinions\", once you leave your own small world, you will be in disaster.</p><p>Graham is Buffett's teacher, the originator of value investing, and the main source of Buffett's early investment ideas. But Munger does not fully agree with Graham. He believes that many of Graham's views ignore the reality of the situation. \"There are blind spots in Graham's thinking. He doesn't realize that some businesses are 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 uses strong willpower to release him from Graham's limited views and push 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 buying BYD and making more than 20 times the profit, which everyone talks about, was also a decision made by Buffett after Munger's strong insistence. \"I'd love to say that it was my decision to invest in BYD, but no, it wasn't my decision to invest in BYD, nor the decision of my investment team, but one day Munger called me and said: We have to invest in BYD.\"</p><p>Munger never blindly follows experts in life. He has his own doctors and accountants, and he will refer to their opinions, but he will not believe them all. He weighed 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 is a voracious scholar. His room, bed, and chair are full of books, but he is not a fan of novels. What he reads is either business, biography, history or science and technology, all based on facts.</p><p>Munger said, \"I'm very clear about why I'm collecting this information. I think about the facts I want to know before I start, and then judge whether the data I see matches the basic concepts. A lot of purposeful reading can create a subconscious habit of connecting what I read with the basic concepts, and gradually accumulate wisdom about investing. You can't be a really good investor without a lot of reading. \"</p><p>Munger believes that reading business magazines is a shortcut.</p><p>Buffett and I have learned more from excellent business magazines than anywhere else. Just flipping through issue after issue quickly can get all kinds of business lessons. This method is so simple and effective. He said that if you want to be smart, you have to constantly ask why, why, why.</p><p>Munger is also a biography freak. He believes that when you want to master some effective great ideas, it is best to combine them with the life and personality of great men. It sounds funny to \"make friends with the right-minded leavers\", 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 leaving man was always Franklin. Munger appreciated Franklin as the best writer, investor, scientist, diplomat and businessman in America at that time, and made great contributions to education and social welfare.</p><p>It was from Franklin that Munger formed the idea that you must become rich to freely contribute to human society. \"I've always been more interested in being a useful person than simply being rich\".</p><p><b>Third, the necessary interdisciplinary thinking.</b></p><p>Munger believes that a person with only a single disciplinary thinking is like a person with only one hammer. And as the famous saying goes, to someone with only one hammer, any problem looks like a nail. 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 keep pace with Laplace's mastery of celestial mechanics, nor should ordinary people be required to reach such a superb level in other fields of knowledge.</p><p>On the contrary, there are not many really important concepts 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 constantly apply them, and practice using various discipline thinking to solve practical problems, you can eventually form an advantage for yourself.</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 great advantages in investment and life; As a law school student, my professional study is far from natural science, but because I have studied mathematics and physics carefully and mastered some thinking methods of natural science, I have gained the overall thinking advantage. He said:</p><p>I learned from physicists to solve problems by looking for the simplest and most direct answers. The easiest way is always the best way. I also learned from mathematicians to look at the problem upside down, or look at it from the opposite side, reverse and reverse again. 2. 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 own nature and must consider their marginal utility and psychological endurance 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 must incorporate your nature and talent into your investment strategy. There is no universally applicable investment strategy.<b>2. Invest in good business</b></p><p>Before acquiring See's Candy, Buffett and Munger were still bargain professionals. \"If they asked for another $100,000, we wouldn't have bought it,\" Munger said. \"We were so stupid.\"</p><p>When they discovered that See's Candy was an excellent business, Munger realized that it was much easier and enjoyable to buy a high-quality business to keep it running than to buy a struggling company at a low price and then spend time and effort to save it.</p><p>Buffett said that if they hadn't bought See's candy, they might not have bought Coca-Cola later. Munger said:</p><p>I've learned a lot from See's Candy: The way you think and do things must stand the test of time. This experience has made us make more informed acquisitions elsewhere and make better decisions.<b>3. Learn to judge whether a business is a good business</b></p><p>Munger has unusually accurate judgments about business. Buffett once said, \"Munger can analyze and evaluate any transaction faster and more accurately than anyone else 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 a good business, you need to ask how long can this situation last?</p><p>I only know one way to answer this question, and that is to think about what caused the present situation-and then figure out how long before the driving force for these results will cease to exist.<b>4. When buying stocks in the stock market, what should the stock price be</b></p><p>Having the ability to answer this question explains why some people invest successfully and others don't. \"But then again, if it weren't for a bit of difficulty, everyone would be rich,\" Munger firmly believes.</p><p>Looking at the industry for a long time will give investors better insight in answering this question.</p><p>There used to be a lot of downtown department stores, which seemed invincible. The owner provides customers with a large number of shopping options, strong purchasing power, and also owns the most expensive property in the city. Many tram lines pass by on the corner of the mall. However, over time, private cars became the dominant mode of transportation. The trams disappeared, customers moved to suburbs to live, and shopping malls became the main shopping venue. Some simple changes in our lives can completely change the long-term value of a business.<b>5. Consider redundancy factor</b></p><p>Munger said that although few companies stand tall, every company should be founded expecting to exist for many years. \"Building a dangerous bridge is a crime, but how noble is setting up a fragile company?\" Therefore, Munger believes that the \"redundancy factor\" of enterprises should be considered. Just as when building a bridge, redundancy factor is needed to cope with extreme pressure, the company should also be able to resist the pressure from competitors, economic recessions, oil crises and other natural and man-made disasters. Excessive use of leverage tools or debt will make 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 gains wisdom through learning, relies entirely on self-cultivation to achieve business success, 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 of success in the business society.</p><p><b>Munger's golden sentence:</b></p><p>You definitely have to do business with high caliber people and never wrestle with a pig because if you do you will both 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, while the decisions of a bad business are often extremely painful.</p><p>I am a biographer myself. For example, if you become friends with Adam Smith, you will definitely do economics better. It sounds funny to make friends with great people who have passed away, but if you do this all your life, you will benefit a lot.</p><p>In the final analysis, the investment game is about making more accurate predictions about the future than others. How to do it? One approach is to have this competition in a limited number of regions. If you try to predict the future of everything, you will fail because of your lack of expertise.</p><p>If you want to be smart you have to keep asking why? Why? Why? At the same time, you have to connect the answers to the deep theory of coherence. You have to know those main theories. It's slightly laborious, but full of fun.</p><p>Munger never directs people on exactly what they should do. What he gave the audience was a map where the treasures of wisdom could be found. Only when you truly understand the meaning of the instructions and follow them all the way to the end will the door to 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 own nature and must consider their marginal utility and psychological endurance before they can start investing. For decades, there has been a man standing silently behind the aura of stock god Buffett, and he is Charlie Munger. They met when they were young, appreciated each other, and their values were highly consistent. Buffett said without words: Without Munger, I would be much poorer than I am now. I am beyond words of gratitude to him. They are life partners with equal wisdom and co-creators of the investment miracle with a compound annual growth rate of 19.2% 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. They are going to see Buffett, but they are also very interested in the man sitting beside Buffett on the stage and helping the Omaha wise man answer questions from time to time.</p><p>The performance usually goes like this:</p><p>Buffett answers the question first, and the length of time is up to him. When he arrived, he would turn to Munger and ask: Is there anything else you want to add? Munger sat there motionless, and answered simply and crudely: Nothing to add. Occasionally, based on his rich experience and experience, Munger will also put forward some opinions, and then say a short paragraph. Once Munger speaks, the audience listens to his opinion with full attention. On the way to pursue the wisdom of life, he didn't care whether he stood in the spotlight. Even, he hopes that his wealth will remain just below the level of Forbes' rich list, so that he can avoid the spotlight and public attention. Buffett's eldest son once said: My dad is the second smartest person I know, and Charlie Munger is the first.</p><p>Munger is an outstanding investment thinker, but he was not born like this. In his only authorized biography, \"Buffett's Behind-the-Scenes Think Tank: The Biography of Charlie Munger\", he showed the details of his thinking and the key to becoming an investment big coffee.</p><p>1. Self-improvement is the most important</p><p>Munger said, \"To win first place, you have to get ahead and never stand still. I always get into a business better than everyone else. Why? The answer is to learn yourself. 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 road of self-improvement, he values three points most:</p><p><b>First, think for yourself.</b></p><p>He said that if you completely rely on others in the process of thinking and always listen to other people's so-called \"professional opinions\", once you leave your own small world, you will be in disaster.</p><p>Graham is Buffett's teacher, the originator of value investing, and the main source of Buffett's early investment ideas. But Munger does not fully agree with Graham. He believes that many of Graham's views ignore the reality of the situation. \"There are blind spots in Graham's thinking. He doesn't realize that some businesses are 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 uses strong willpower to release him from Graham's limited views and push 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 buying BYD and making more than 20 times the profit, which everyone talks about, was also a decision made by Buffett after Munger's strong insistence. \"I'd love to say that it was my decision to invest in BYD, but no, it wasn't my decision to invest in BYD, nor the decision of my investment team, but one day Munger called me and said: We have to invest in BYD.\"</p><p>Munger never blindly follows experts in life. He has his own doctors and accountants, and he will refer to their opinions, but he will not believe them all. He weighed 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 is a voracious scholar. His room, bed, and chair are full of books, but he is not a fan of novels. What he reads is either business, biography, history or science and technology, all based on facts.</p><p>Munger said, \"I'm very clear about why I'm collecting this information. I think about the facts I want to know before I start, and then judge whether the data I see matches the basic concepts. A lot of purposeful reading can create a subconscious habit of connecting what I read with the basic concepts, and gradually accumulate wisdom about investing. You can't be a really good investor without a lot of reading. \"</p><p>Munger believes that reading business magazines is a shortcut.</p><p>Buffett and I have learned more from excellent business magazines than anywhere else. Just flipping through issue after issue quickly can get all kinds of business lessons. This method is so simple and effective. He said that if you want to be smart, you have to constantly ask why, why, why.</p><p>Munger is also a biography freak. He believes that when you want to master some effective great ideas, it is best to combine them with the life and personality of great men. It sounds funny to \"make friends with the right-minded leavers\", 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 leaving man was always Franklin. Munger appreciated Franklin as the best writer, investor, scientist, diplomat and businessman in America at that time, and made great contributions to education and social welfare.</p><p>It was from Franklin that Munger formed the idea that you must become rich to freely contribute to human society. \"I've always been more interested in being a useful person than simply being rich\".</p><p><b>Third, the necessary interdisciplinary thinking.</b></p><p>Munger believes that a person with only a single disciplinary thinking is like a person with only one hammer. And as the famous saying goes, to someone with only one hammer, any problem looks like a nail. 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 keep pace with Laplace's mastery of celestial mechanics, nor should ordinary people be required to reach such a superb level in other fields of knowledge.</p><p>On the contrary, there are not many really important concepts 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 constantly apply them, and practice using various discipline thinking to solve practical problems, you can eventually form an advantage for yourself.</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 great advantages in investment and life; As a law school student, my professional study is far from natural science, but because I have studied mathematics and physics carefully and mastered some thinking methods of natural science, I have gained the overall thinking advantage. He said:</p><p>I learned from physicists to solve problems by looking for the simplest and most direct answers. The easiest way is always the best way. I also learned from mathematicians to look at the problem upside down, or look at it from the opposite side, reverse and reverse again. 2. 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 own nature and must consider their marginal utility and psychological endurance 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 must incorporate your nature and talent into your investment strategy. There is no universally applicable investment strategy.<b>2. Invest in good business</b></p><p>Before acquiring See's Candy, Buffett and Munger were still bargain professionals. \"If they asked for another $100,000, we wouldn't have bought it,\" Munger said. \"We were so stupid.\"</p><p>When they discovered that See's Candy was an excellent business, Munger realized that it was much easier and enjoyable to buy a high-quality business to keep it running than to buy a struggling company at a low price and then spend time and effort to save it.</p><p>Buffett said that if they hadn't bought See's candy, they might not have bought Coca-Cola later. Munger said:</p><p>I've learned a lot from See's Candy: The way you think and do things must stand the test of time. This experience has made us make more informed acquisitions elsewhere and make better decisions.<b>3. Learn to judge whether a business is a good business</b></p><p>Munger has unusually accurate judgments about business. Buffett once said, \"Munger can analyze and evaluate any transaction faster and more accurately than anyone else 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 a good business, you need to ask how long can this situation last?</p><p>I only know one way to answer this question, and that is to think about what caused the present situation-and then figure out how long before the driving force for these results will cease to exist.<b>4. When buying stocks in the stock market, what should the stock price be</b></p><p>Having the ability to answer this question explains why some people invest successfully and others don't. \"But then again, if it weren't for a bit of difficulty, everyone would be rich,\" Munger firmly believes.</p><p>Looking at the industry for a long time will give investors better insight in answering this question.</p><p>There used to be a lot of downtown department stores, which seemed invincible. The owner provides customers with a large number of shopping options, strong purchasing power, and also owns the most expensive property in the city. Many tram lines pass by on the corner of the mall. However, over time, private cars became the dominant mode of transportation. The trams disappeared, customers moved to suburbs to live, and shopping malls became the main shopping venue. Some simple changes in our lives can completely change the long-term value of a business.<b>5. Consider redundancy factor</b></p><p>Munger said that although few companies stand tall, every company should be founded expecting to exist for many years. \"Building a dangerous bridge is a crime, but how noble is setting up a fragile company?\" Therefore, Munger believes that the \"redundancy factor\" of enterprises should be considered. Just as when building a bridge, redundancy factor is needed to cope with extreme pressure, the company should also be able to resist the pressure from competitors, economic recessions, oil crises and other natural and man-made disasters. Excessive use of leverage tools or debt will make 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 gains wisdom through learning, relies entirely on self-cultivation to achieve business success, 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 of success in the business society.</p><p><b>Munger's golden sentence:</b></p><p>You definitely have to do business with high caliber people and never wrestle with a pig because if you do you will both 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, while the decisions of a bad business are often extremely painful.</p><p>I am a biographer myself. For example, if you become friends with Adam Smith, you will definitely do economics better. It sounds funny to make friends with great people who have passed away, but if you do this all your life, you will benefit a lot.</p><p>In the final analysis, the investment game is about making more accurate predictions about the future than others. How to do it? One approach is to have this competition in a limited number of regions. If you try to predict the future of everything, you will fail because of your lack of expertise.</p><p>If you want to be smart you have to keep asking why? Why? Why? At the same time, you have to connect the answers to the deep theory of coherence. You have to know those main theories. It's slightly laborious, but full of fun.</p><p>Munger never directs people on exactly what they should do. What he gave the audience was a map where the treasures of wisdom could be found. Only when you truly understand the meaning of the instructions and follow them all the way to the end will the door to 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":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099130798,"gmtCreate":1643312358427,"gmtModify":1676533802030,"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":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099130798","repostId":"1153513550","repostType":4,"repost":{"id":"1153513550","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇投资学苑","id":"3","head_image":"https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c"},"pubTimestamp":1643288797,"share":"https://ttm.financial/m/news/1153513550?lang=en_US&edition=fundamental","pubTime":"2022-01-27 21:06","market":"us","language":"zh","title":"See also Black Thursday: rate hike, Avalanche, Escape","url":"https://stock-news.laohu8.com/highlight/detail?id=1153513550","media":"格隆汇投资学苑","summary":"A股又是惨烈的一天！进入2022年，大A股民都惨烈好几回了。前天，俄乌耍嘴皮子，大A蹭了一把热闹，结果上证指数直接跌穿3500；昨天，官媒呼吁挺起脊梁，大A好不容易给个面子硬了一把；而今天凌晨美联储议","content":"<p><html><head></head><body>A-shares are another tragic day! Entering 2022, big A shareholders have been miserable several times.</p><p>The day before yesterday, Russia and Ukraine were talking, and Big A had a lot of excitement. As a result, the Shanghai Composite Index fell directly below 3,500; Yesterday, the official media called for standing up, and Big A finally gave a hard face; However, the Federal Reserve's interest rate meeting landed early this morning, and the U.S. stock market did not fall, but it frightened Big A, and the Shanghai Composite Index directly fell below 3,400!</p><p>Some netizens ridiculed that the Year of the Tiger of the Shanghai Composite Index was \"a tiger and a tiger\".</p><p><img src=\"https://static.tigerbbs.com/69d3d9107e6e201234cc87d4e3a92eb6\" tg-width=\"857\" tg-height=\"724\" referrerpolicy=\"no-referrer\"/></p><p><b>To this end, investors have also created a tiger market saying besides bull market and bear market.</b>Tiger market refers to the stock market dynamics in which stock prices fluctuate greatly, are unpredictable and contain great risks. This kind of stock market dynamics makes investors regard the market as a tiger and dare not enter the market easily.</p><p>It can be seen that the market has been tragic recently,<b>A-share investors are in a market where they can only make money by doing more. Besides being optimistic, they can only comfort themselves through jokes.</b></p><p><b>01</b></p><p><b>Black Thursday</b></p><p><b>Last night, Powell strengthened his hawkish stance, and the Federal Reserve is expected to start shrinking balance sheet after launching the rate hike process.</b>At the same time, Powell said that rate hike at every Federal Open Market Committee meeting is not ruled out, and large-scale shrinking balance sheet is needed at the same time. Global asset markets are turbulent.</p><p>The Hong Kong stock market, dominated by foreign capital, took the lead in collapsing in early trading today. The Hang Seng Index opened down 1.39% and the Hang Seng Technology Index opened down 2.24%. Then the open low went lower and showed no mercy. The Hang Seng Index closed down 1.99%, falling below 24,000 points; The Hang Seng Technology Index once fell 4% during the session, approaching historical lows. Large technology stocks suffered another bloodbath,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell nearly 10%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Fell more than 7%, Meituan fell more than 6%, Kuaishou,<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/00700\">Tencent</a>, Baidu collectively followed the decline.</p><p><img src=\"https://static.tigerbbs.com/aac9db97c24cbb6be823af5c04b538ee\" tg-width=\"855\" tg-height=\"560\" referrerpolicy=\"no-referrer\"/></p><p>The Nikkei 225 index couldn't hold up either, opening higher and moving lower, falling 3.11%, hitting a one-year low, while SoftBank's fall in the Japanese market once reached 9.6%, the largest intraday decline since March 2020.</p><p><img src=\"https://static.tigerbbs.com/dd59cf68c60b03b2367cfbb710e62b8e\" tg-width=\"853\" tg-height=\"599\" referrerpolicy=\"no-referrer\"/></p><p>Looking back at A-shares, today's market trend is the same as the day before yesterday's script. It is affected by the external environment. When the U.S. stock market did not fall much, A-shares opened with a slight open low, and then couldn't hold back and fell.</p><p><img src=\"https://static.tigerbbs.com/091d972bcfed8ec1d296b459af3622e1\" tg-width=\"853\" tg-height=\"558\" referrerpolicy=\"no-referrer\"/></p><p>265 stocks in the two cities rose, 4,329 stocks fell, and more than 160 stocks fell by more than 9%. The last time more than 4,400 stocks fell is still vivid in my mind, as if it were just the day before yesterday.</p><p><img src=\"https://static.tigerbbs.com/3207433e4e8ca38157f24b0a553f652a\" tg-width=\"860\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/></p><p>It is worth noting that yesterday's \"mysterious power\" pulled brokerage firms to protect the market in the afternoon, and pulled banks to protect the market this morning. Today<a href=\"https://laohu8.com/S/001227\">Bank of Lanzhou</a>Second board, benchmarking yesterday's<a href=\"https://laohu8.com/S/601456\">Guolian Securities</a>。<b>It can also be seen that some funds have a strong willingness to maintain stability, and they really don't want big A-shares to continue to languish.</b></p><p>The stock market has had a rough start to 2022. As of today's close, the three major indexes fell sharply in the first month of the year, with the Shanghai Composite Index falling 6.75%; Shenzhen Component Index fell to 9.82%; Growth Enterprise Market Index 12.52%.</p><p>Individual stocks are even more tragic. According to wind data, since the beginning of the year, the median rise and fall of A shares is-11.4%, and the median rise and fall today is-3%. This means that more than half of A-share stocks have fallen by more than 11.4%, which has entered a close to double-digit decline.<b>Looking at it this way, if there is no loss of 11.4% so far this year, it can still outperform most people.</b></p><p><b>The decline was tragic, and many investors seemed to have realized some \"wise words\".</b>I used to think that Mr. Lu Xun's \"There are two trees in front of my house, one is a jujube tree and the other is a jujube tree\" was completely trying to make up the number of words. However, as soon as I brought this sentence pattern into \"There are two stocks in my account, one is green, and the other is also green\", I immediately understood it. As expected of being a great writer, the atmosphere of compassion came out immediately.</p><p>The market keeps falling, not only retail investors are in panic, but also institutions can't bear it. Yesterday, China Europe Fund and Gulen said that they would spend a total of 52 million yuan to buy their two funds and hold them for more than three years. Today, as the market continues to be sluggish, a number of fund companies have repurchased their funds with real money to express their position in the market.</p><p><b>02</b></p><p><b>Black swans appear frequently</b></p><p>Last night, Russia and Ukraine paused and said they would continue to abide by the ceasefire agreement, but the Federal Reserve issued another black swan. Powell's direct malicious words may require rate hike after every interest rate meeting. The Federal Reserve meets interest rates once a month and 12 times a year. Assuming half plus half without adding, there are 6 times.</p><p><b>Previously, the market expected that there would be 3-4 rate hike this year, which directly frightened the market. Looking at it this way, the root of today's market crash lies in the rate hike of the Federal Reserve.</b></p><p>However, although it has brought violent fluctuations to the global capital market, the rate hike of the Federal Reserve has always been expected. The reason can be understood with your toes. After the epidemic, the Federal Reserve distributed money too crazily, and high inflation is an established fact. If you don't want inflation to destroy the country and the people, you have to come and go back as you want.</p><p>The capital market also has a keen sense of smell. The three major U.S. stock indexes have actually reflected this expectation, especially the Nasdaq index, which is most sensitive to water closing. Compared with its high level in November last year, it has fallen by nearly 17%, and it will fall a few more points. It will enter the technical bear market range.</p><p>However, if calculated from the low level of the epidemic, the index's increase so far is still as high as 104%, and the highest peak is 144%. Moreover, this is an increase in less than two years, which is very rare in the history of Nasdaq. Yes, it can be seen how exaggerated the Fed prints money.</p><p>Statistics show that,<b>In the past, every major rate hike cycle started, and it usually took about half a year for the stock market to price in. From this reference perspective, it is still very early for the current index to fully reflect the rate hike event.</b></p><p>Therefore, after all, the most important \"culprit\" of the sharp drop is that it has risen too crazy in the past, just as you have to spit it out when you are full.</p><p>What was expected for a long time still fell sharply. There is another reason, that is, the market itself is also playing a game with the Federal Reserve. If you dare to speed up the withdrawal of water, I will collapse to you, so as to force the Federal Reserve to make decisions that are beneficial to the funds. Of course, the Federal Reserve is not just for food. It has its own opinions on what to do and will not be kidnapped by the market in vain.</p><p>The game between the two sides will continue, will not stop, and it is impossible to stop. Finally, it may reach a balance between persistence and compromise.</p><p>Now, the hawks of the Federal Reserve clearly have the upper hand. The end of bond purchases and the official launch of the rate hike are not far away. Continued fluctuations in U.S. stocks, including global capital markets, are inevitable until rate hike is fully reflected.<b>In the first half of this year, the stock market will continue to fall, fluctuate and consolidate, which will become the norm.</b></p><p>As a Hong Kong stock with a high correlation with U.S. stocks, it is also not appropriate to give too high expectations. Even if it has been falling on the ground for a long time since last year, many analysts will only mechanically believe that Hong Kong stocks have fallen too much and their valuations are cheap. Advocate everyone's allocation.</p><p>But to be realistic, the decline of Hong Kong stocks itself is due to the constant regulatory hammer of the weighted sector. The decline is more of a reflection of the downward adjustment of performance expectations, and some even killed the underlying logic. If you simply think that it has fallen too much and fallen for a long time, it has investment value, which is obviously putting the cart before the horse. Now counting the rate hike of the Federal Reserve, Hong Kong stocks are not only not an opportunity, but also have a great chance of falling into a deeper pit.</p><p>As for A-shares, although they are relatively closed, the pressure of capital flight is not small. Today, the net sales of northbound funds exceed 13 billion, which can be said to be escaping for their lives to some extent.</p><p><img src=\"https://static.tigerbbs.com/fc42b7f42ed18310b722c809f84a24ff\" tg-width=\"495\" tg-height=\"1394\" referrerpolicy=\"no-referrer\"/></p><p>Last Friday, officials of the State Administration of Foreign Exchange just gave everyone a reassurance:</p><p>\"The spillover effect of this round of Fed tightening policy may be smaller than that of the previous round. In the face of this round of tightening expectations by the Federal Reserve, cross-border loans or capital flows related to trade financing are relatively stable. Strong export growth, sufficient foreign exchange liquidity and the attractiveness of Chinese assets should all help China better cope with changes in the external environment.\"</p><p>But now, looking at the fleeing funds, it's hard for people to firmly believe this sentence. It seems that the impact of the Federal Reserve's rate hike this time really frightened investors.</p><p>In addition, there was a modest melon in today's news: yesterday's Securities Times just clearly said \"Stand up the backbone of A-shares\", and today's The Paper also clearly returned \"What should you take to stand up the backbone of A-shares?\"</p><p><img src=\"https://static.tigerbbs.com/bfa58427d16a708a8a7a7fec8af0ad9f\" tg-width=\"1080\" tg-height=\"1472\" referrerpolicy=\"no-referrer\"/></p><p>Both are official media, this immortal fight, we<a href=\"https://laohu8.com/S/603883\">Common people</a>There are really only four words left-clouds and fog.<b>However, if you savor it carefully, you can still see that the superiors want to maintain stability. However, whether they can be stable or not is another matter.</b></p><p><b>03</b></p><p><b>epilogue</b></p><p>The global flood release since COVID-19 pandemic finally came to an end in the mouth of Federal Reserve Chairman Powell last night.</p><p>As a result, the two-year carnival in the capital market is coming to an end.</p><p>Looking back at the past two years, the world has fallen into a huge crisis due to epidemic abuse, medical collapse, home isolation, business shutdowns, factory shutdowns, and supply chain disruptions. Then water was released, the market was rescued, and then the stock market soared and commodities soared. Up to now, inflation is high and geopolitical issues are prominent.</p><p>This is definitely an epidemic that will go down in history and have a profound impact on the future world.</p><p>What is also enough to go down in history is that the Federal Reserve released water without a bottom line to rescue the market. While saving the economy, it also pushed up global inflation levels and even triggered geopolitical conflicts to a certain extent.</p><p><b>However, all this, in Powell's mouth last night, is about to come to the end.</b></p><p>The world may also breathe a sigh of relief, and the capital market may continue to be turbulent, but in the long run, there is no ever-ending feast in the world. In many cases, the end not only represents the end, but also represents another beginning.</p><p>After all, if there is no end, how can it start? If there is no big drop, how can it rise?</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>See also Black Thursday: rate hike, Avalanche, Escape</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\">\nSee also Black Thursday: rate hike, Avalanche, Escape\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇投资学苑 </p>\n<p class=\"h-time smaller\">2022-01-27 21:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>A-shares are another tragic day! Entering 2022, big A shareholders have been miserable several times.</p><p>The day before yesterday, Russia and Ukraine were talking, and Big A had a lot of excitement. As a result, the Shanghai Composite Index fell directly below 3,500; Yesterday, the official media called for standing up, and Big A finally gave a hard face; However, the Federal Reserve's interest rate meeting landed early this morning, and the U.S. stock market did not fall, but it frightened Big A, and the Shanghai Composite Index directly fell below 3,400!</p><p>Some netizens ridiculed that the Year of the Tiger of the Shanghai Composite Index was \"a tiger and a tiger\".</p><p><img src=\"https://static.tigerbbs.com/69d3d9107e6e201234cc87d4e3a92eb6\" tg-width=\"857\" tg-height=\"724\" referrerpolicy=\"no-referrer\"/></p><p><b>To this end, investors have also created a tiger market saying besides bull market and bear market.</b>Tiger market refers to the stock market dynamics in which stock prices fluctuate greatly, are unpredictable and contain great risks. This kind of stock market dynamics makes investors regard the market as a tiger and dare not enter the market easily.</p><p>It can be seen that the market has been tragic recently,<b>A-share investors are in a market where they can only make money by doing more. Besides being optimistic, they can only comfort themselves through jokes.</b></p><p><b>01</b></p><p><b>Black Thursday</b></p><p><b>Last night, Powell strengthened his hawkish stance, and the Federal Reserve is expected to start shrinking balance sheet after launching the rate hike process.</b>At the same time, Powell said that rate hike at every Federal Open Market Committee meeting is not ruled out, and large-scale shrinking balance sheet is needed at the same time. Global asset markets are turbulent.</p><p>The Hong Kong stock market, dominated by foreign capital, took the lead in collapsing in early trading today. The Hang Seng Index opened down 1.39% and the Hang Seng Technology Index opened down 2.24%. Then the open low went lower and showed no mercy. The Hang Seng Index closed down 1.99%, falling below 24,000 points; The Hang Seng Technology Index once fell 4% during the session, approaching historical lows. Large technology stocks suffered another bloodbath,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell nearly 10%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Fell more than 7%, Meituan fell more than 6%, Kuaishou,<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/00700\">Tencent</a>, Baidu collectively followed the decline.</p><p><img src=\"https://static.tigerbbs.com/aac9db97c24cbb6be823af5c04b538ee\" tg-width=\"855\" tg-height=\"560\" referrerpolicy=\"no-referrer\"/></p><p>The Nikkei 225 index couldn't hold up either, opening higher and moving lower, falling 3.11%, hitting a one-year low, while SoftBank's fall in the Japanese market once reached 9.6%, the largest intraday decline since March 2020.</p><p><img src=\"https://static.tigerbbs.com/dd59cf68c60b03b2367cfbb710e62b8e\" tg-width=\"853\" tg-height=\"599\" referrerpolicy=\"no-referrer\"/></p><p>Looking back at A-shares, today's market trend is the same as the day before yesterday's script. It is affected by the external environment. When the U.S. stock market did not fall much, A-shares opened with a slight open low, and then couldn't hold back and fell.</p><p><img src=\"https://static.tigerbbs.com/091d972bcfed8ec1d296b459af3622e1\" tg-width=\"853\" tg-height=\"558\" referrerpolicy=\"no-referrer\"/></p><p>265 stocks in the two cities rose, 4,329 stocks fell, and more than 160 stocks fell by more than 9%. The last time more than 4,400 stocks fell is still vivid in my mind, as if it were just the day before yesterday.</p><p><img src=\"https://static.tigerbbs.com/3207433e4e8ca38157f24b0a553f652a\" tg-width=\"860\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/></p><p>It is worth noting that yesterday's \"mysterious power\" pulled brokerage firms to protect the market in the afternoon, and pulled banks to protect the market this morning. Today<a href=\"https://laohu8.com/S/001227\">Bank of Lanzhou</a>Second board, benchmarking yesterday's<a href=\"https://laohu8.com/S/601456\">Guolian Securities</a>。<b>It can also be seen that some funds have a strong willingness to maintain stability, and they really don't want big A-shares to continue to languish.</b></p><p>The stock market has had a rough start to 2022. As of today's close, the three major indexes fell sharply in the first month of the year, with the Shanghai Composite Index falling 6.75%; Shenzhen Component Index fell to 9.82%; Growth Enterprise Market Index 12.52%.</p><p>Individual stocks are even more tragic. According to wind data, since the beginning of the year, the median rise and fall of A shares is-11.4%, and the median rise and fall today is-3%. This means that more than half of A-share stocks have fallen by more than 11.4%, which has entered a close to double-digit decline.<b>Looking at it this way, if there is no loss of 11.4% so far this year, it can still outperform most people.</b></p><p><b>The decline was tragic, and many investors seemed to have realized some \"wise words\".</b>I used to think that Mr. Lu Xun's \"There are two trees in front of my house, one is a jujube tree and the other is a jujube tree\" was completely trying to make up the number of words. However, as soon as I brought this sentence pattern into \"There are two stocks in my account, one is green, and the other is also green\", I immediately understood it. As expected of being a great writer, the atmosphere of compassion came out immediately.</p><p>The market keeps falling, not only retail investors are in panic, but also institutions can't bear it. Yesterday, China Europe Fund and Gulen said that they would spend a total of 52 million yuan to buy their two funds and hold them for more than three years. Today, as the market continues to be sluggish, a number of fund companies have repurchased their funds with real money to express their position in the market.</p><p><b>02</b></p><p><b>Black swans appear frequently</b></p><p>Last night, Russia and Ukraine paused and said they would continue to abide by the ceasefire agreement, but the Federal Reserve issued another black swan. Powell's direct malicious words may require rate hike after every interest rate meeting. The Federal Reserve meets interest rates once a month and 12 times a year. Assuming half plus half without adding, there are 6 times.</p><p><b>Previously, the market expected that there would be 3-4 rate hike this year, which directly frightened the market. Looking at it this way, the root of today's market crash lies in the rate hike of the Federal Reserve.</b></p><p>However, although it has brought violent fluctuations to the global capital market, the rate hike of the Federal Reserve has always been expected. The reason can be understood with your toes. After the epidemic, the Federal Reserve distributed money too crazily, and high inflation is an established fact. If you don't want inflation to destroy the country and the people, you have to come and go back as you want.</p><p>The capital market also has a keen sense of smell. The three major U.S. stock indexes have actually reflected this expectation, especially the Nasdaq index, which is most sensitive to water closing. Compared with its high level in November last year, it has fallen by nearly 17%, and it will fall a few more points. It will enter the technical bear market range.</p><p>However, if calculated from the low level of the epidemic, the index's increase so far is still as high as 104%, and the highest peak is 144%. Moreover, this is an increase in less than two years, which is very rare in the history of Nasdaq. Yes, it can be seen how exaggerated the Fed prints money.</p><p>Statistics show that,<b>In the past, every major rate hike cycle started, and it usually took about half a year for the stock market to price in. From this reference perspective, it is still very early for the current index to fully reflect the rate hike event.</b></p><p>Therefore, after all, the most important \"culprit\" of the sharp drop is that it has risen too crazy in the past, just as you have to spit it out when you are full.</p><p>What was expected for a long time still fell sharply. There is another reason, that is, the market itself is also playing a game with the Federal Reserve. If you dare to speed up the withdrawal of water, I will collapse to you, so as to force the Federal Reserve to make decisions that are beneficial to the funds. Of course, the Federal Reserve is not just for food. It has its own opinions on what to do and will not be kidnapped by the market in vain.</p><p>The game between the two sides will continue, will not stop, and it is impossible to stop. Finally, it may reach a balance between persistence and compromise.</p><p>Now, the hawks of the Federal Reserve clearly have the upper hand. The end of bond purchases and the official launch of the rate hike are not far away. Continued fluctuations in U.S. stocks, including global capital markets, are inevitable until rate hike is fully reflected.<b>In the first half of this year, the stock market will continue to fall, fluctuate and consolidate, which will become the norm.</b></p><p>As a Hong Kong stock with a high correlation with U.S. stocks, it is also not appropriate to give too high expectations. Even if it has been falling on the ground for a long time since last year, many analysts will only mechanically believe that Hong Kong stocks have fallen too much and their valuations are cheap. Advocate everyone's allocation.</p><p>But to be realistic, the decline of Hong Kong stocks itself is due to the constant regulatory hammer of the weighted sector. The decline is more of a reflection of the downward adjustment of performance expectations, and some even killed the underlying logic. If you simply think that it has fallen too much and fallen for a long time, it has investment value, which is obviously putting the cart before the horse. Now counting the rate hike of the Federal Reserve, Hong Kong stocks are not only not an opportunity, but also have a great chance of falling into a deeper pit.</p><p>As for A-shares, although they are relatively closed, the pressure of capital flight is not small. Today, the net sales of northbound funds exceed 13 billion, which can be said to be escaping for their lives to some extent.</p><p><img src=\"https://static.tigerbbs.com/fc42b7f42ed18310b722c809f84a24ff\" tg-width=\"495\" tg-height=\"1394\" referrerpolicy=\"no-referrer\"/></p><p>Last Friday, officials of the State Administration of Foreign Exchange just gave everyone a reassurance:</p><p>\"The spillover effect of this round of Fed tightening policy may be smaller than that of the previous round. In the face of this round of tightening expectations by the Federal Reserve, cross-border loans or capital flows related to trade financing are relatively stable. Strong export growth, sufficient foreign exchange liquidity and the attractiveness of Chinese assets should all help China better cope with changes in the external environment.\"</p><p>But now, looking at the fleeing funds, it's hard for people to firmly believe this sentence. It seems that the impact of the Federal Reserve's rate hike this time really frightened investors.</p><p>In addition, there was a modest melon in today's news: yesterday's Securities Times just clearly said \"Stand up the backbone of A-shares\", and today's The Paper also clearly returned \"What should you take to stand up the backbone of A-shares?\"</p><p><img src=\"https://static.tigerbbs.com/bfa58427d16a708a8a7a7fec8af0ad9f\" tg-width=\"1080\" tg-height=\"1472\" referrerpolicy=\"no-referrer\"/></p><p>Both are official media, this immortal fight, we<a href=\"https://laohu8.com/S/603883\">Common people</a>There are really only four words left-clouds and fog.<b>However, if you savor it carefully, you can still see that the superiors want to maintain stability. However, whether they can be stable or not is another matter.</b></p><p><b>03</b></p><p><b>epilogue</b></p><p>The global flood release since COVID-19 pandemic finally came to an end in the mouth of Federal Reserve Chairman Powell last night.</p><p>As a result, the two-year carnival in the capital market is coming to an end.</p><p>Looking back at the past two years, the world has fallen into a huge crisis due to epidemic abuse, medical collapse, home isolation, business shutdowns, factory shutdowns, and supply chain disruptions. Then water was released, the market was rescued, and then the stock market soared and commodities soared. Up to now, inflation is high and geopolitical issues are prominent.</p><p>This is definitely an epidemic that will go down in history and have a profound impact on the future world.</p><p>What is also enough to go down in history is that the Federal Reserve released water without a bottom line to rescue the market. While saving the economy, it also pushed up global inflation levels and even triggered geopolitical conflicts to a certain extent.</p><p><b>However, all this, in Powell's mouth last night, is about to come to the end.</b></p><p>The world may also breathe a sigh of relief, and the capital market may continue to be turbulent, but in the long run, there is no ever-ending feast in the world. In many cases, the end not only represents the end, but also represents another beginning.</p><p>After all, if there is no end, how can it start? If there is no big drop, how can it rise?</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153513550","content_text":"A股又是惨烈的一天！进入2022年，大A股民都惨烈好几回了。前天，俄乌耍嘴皮子，大A蹭了一把热闹，结果上证指数直接跌穿3500；昨天，官媒呼吁挺起脊梁，大A好不容易给个面子硬了一把；而今天凌晨美联储议息会议落地，美股都没跌，却把大A吓坏了，上证指数直接跌穿3400！有网友就调侃，上证指数虎年走得“虎虎生风”。为此，股民还创出一种除了牛市，熊市之外的虎市说法。虎市是指股票价格大幅震荡，变化莫测，蕴藏着极大风险的股市动态。这种股市动态使投资者视市如虎，不敢轻易入市。可以看出，最近市场惨烈，A股股民在一个只能靠做多赚钱的市场，除了乐观些，也就只能通过段子安慰自己了。01黑色星期四昨夜，鲍威尔强化鹰派立场，美联储预计启动加息进程后开始缩表。同时鲍威尔表示，不排除在每次联邦公开市场委员会会议上都加息，同时需要大规模地缩表。全球资产市场动荡。作为外资主导的香港股市今日早盘率先崩，恒指开跌1.39%，恒生科技指数开跌2.24%，随后低开低走，毫不留情。恒指收跌1.99%，失守24000点；恒生科技指数更是盘中一度跌4%，逼近历史低位。大型科技股再遭血洗，哔哩哔哩跌超近10%，阿里巴巴跌超7%，美团跌超6%，快手、京东、腾讯、百度集体跟跌。日经225指数也挺不住，高开低走，跌幅3.11%，创一年新低，而软银在日本市场跌幅一度达9.6%，创自2020年3月以来的最大盘中跌幅。回看A股，今日市场走势和前天的剧本一样，都受外围的影响，都是美股没怎么跌的情况下，A股开盘小幅低开，随后就矜持不住往下跌。两市265股上涨，4329股下跌，跌幅在9%以上个股逾160只，而上一次超4400家个股下跌还历历在目，仿佛就在前天。值得注意的是，昨日“神秘力量”午后拉券商护盘，今日早上拉银行护盘。今日兰州银行秒板，对标昨日的国联证券。这也能看得出某些资金维稳意愿强烈，是真的不想大A股继续萎靡不振。2022年股市开年不顺。截止今日收盘，三大指数开年的的第一个月就下跌惨烈，上证指数跌6.75%；深成指跌到9.82%；创业板指数12.52%。个股更加惨烈，根据wind数据，年初至今，A股涨跌中位数-11.4%，今日涨跌中位数-3%。这意味A股一半以上的股票下跌幅度超11.4%，已经进入接近2位数跌幅了。这样看，如果年内至今没有亏损个11.4%，还能跑赢了大部分人。下跌惨烈，不少股民似乎感悟出某些“至理名言”。以前觉得鲁迅先生的“我家门口有两棵树，一棵是枣树，另一棵也是枣树”完完全全是在凑字数。不过最近把这个句式一带入到“我的账户里有两只股票，一只是绿的，另一只也是绿的”，马上就懂了，不愧是大文豪，悲悯的氛围感一下就出来了。市场跌跌不休，不只是散户心里慌，机构也扛不住了。昨日，中欧基金和葛兰表示，将合计斥资5200万购买旗下两只基金，并持有三年以上。今日，在市场行情持续低迷之下，又有多家基金公司，以真金白银来表态市场，回购了旗下的基金。02黑天鹅频出昨晚俄乌两国消停了下，表示会继续遵守停火协定，但美联储又出黑天鹅。鲍威尔直接放狠话可能每次议息会议以后都要加息。美联储议息会议每月一次、每年有12次，假设一半加一半不加也有6次。而之前市场预期是今年加息3-4次，直接吓坏市场。这样一看，今天市场的大跌，根源就在于美联储的加息。不过，虽然给全球资本市场带来剧烈波动，但美联储加息这个事，其实一直都有预期，原因用脚趾头都能想明白，疫情后美联储发钱发得太疯狂，通胀高企已是既定事实，不想让通胀把国家和人民毁了，就得怎么过来怎么回去。资本市场也是嗅觉灵敏，美股三大指数对这个预期，其实已经有所反映，特别是对收水最为敏感的纳斯达克指数，较去年11月的高位回调幅度已经近17%，再跌几个点就步入技术性熊市区间。不过，如果从疫情的低位开始计算，至今指数的涨幅仍然高达104%，最高峰是为144%，而且这是不到两年时间的涨幅，这在纳斯达克的历史上都是非常罕见的，可见美联储印钞有多夸张。有统计数据显示，过去每一次大的加息周期开启，股市通常需要半年左右的时间才能price in，从这个参考角度看，现在的指数，要全部反映加息这个事件，还早得很。所以，说来说去，大跌的“元凶”，最主要的还是过去涨得太疯了，正如吃撑了，就得吐出来。早有预期的事，依然大跌，还有另外一层原因，那就是市场本身也在和美联储博弈，你敢加速收水，我就崩给你看，以此逼迫美联储做出有利于资金方的决策，当然美联储也不是吃干饭的，该怎么做，自有主张，不会白白给市场绑架。双方的博弈，还将继续，不会停止，也不可能停止，最后可能会在坚持和妥协之间重新达到平衡。现在，美联储鹰派明显占据上风，结束购债、正式启动加息就在不远处，美股包括全球资本市场，持续波动是无法避免的了，直到全数反映完加息这个事。今年上半年股市，跌跌不休、震荡、整理，都将成为常态。而作为和美股相关性较高的港股，同样不宜给予过高的期望，即使去年至今已经跌趴在地上许久，不少分析师都只会机械式地认为港股跌太多，估值便宜，大力倡导大家配置。但实事求是地说，港股的下跌，本身是因为权重板块不断受到监管的重锤，下跌更多的是反映业绩预期的下调，有的甚至是底层逻辑被杀，如果简单地认为跌多了跌久了，就具备投资价值，显然是本末倒置。现在算上美联储加息这个事，港股非但说不上是机会，而且很大机会掉入更深的坑。至于A股，虽然相对封闭一点，但资本外逃的压力也是不小的，今天，北上资金净卖出超过130亿，某程度上可以说是逃命而逃。上周五国家外汇管理局的官员才刚给大家吃了个定心丸：“美联储本轮紧缩政策的溢出效应可能比上一轮要小。面对美联储这一轮的紧缩预期，与贸易融资相关的跨境贷款或资本流动都相对稳定。强劲的出口增长、充足的外汇流动性以及中国资产的吸引力，都应有助于中国更好地应对外部环境的变化。”可现在，看看外逃的资金，很难让人坚定地相信这句话。看来这一次美联储的加息影响，着实是吓坏了投资者。另外，今天消息面上还传出一个不大不小的瓜：昨天的证券时报刚旗帜鲜明地说“挺起A股的脊梁”，今天的澎湃新闻同样旗帜鲜明地怼回去“拿什么挺起A股的脊梁？”两个都是官媒，这神仙打架，咱老百姓真的就只剩下四个字--云里雾里。不过细细品味，还是可以看出上头希望维稳的意思，只不过，能不能稳得住，是另外一件事。03结语新冠疫情以来的全球大放水，终于在昨晚的美联储主席鲍威尔口中有了即将结束的声音。随之而来的，资本市场两年的狂欢也快到了终点。回看这两年，疫情施虐、医疗崩溃、居家隔离、商业停摆、工厂停工、供应链中断，世界陷入一场巨大的危机中，然后是放水、救市，再然后是股市高涨、大宗商品高涨，到现在通胀高企，地缘政治问题突出。这绝对是一场足以载入史册，并对未来的世界有着深远影响的一次疫症。同样足以载入史册的，是美联储无底线放水救市，在拯救经济的同时，也推高了全球通胀水平，甚至一定程度上引发了地缘政治冲突。不过，这一切，在昨晚鲍威尔的口中，快要走到终点。世界或许也将送一口气，资本市场可能会继续动荡不安，但长远地看，天下没有不散的筵席，很多时候，结束除了代表终结，也代表另一种开始。毕竟，没有结束，又何来开始，没有大跌，又何来大涨？","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":861032964,"gmtCreate":1632441447258,"gmtModify":1676530782522,"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":"&nbsp;Ok","listText":"&nbsp;Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/861032964","repostId":"1131560425","repostType":4,"repost":{"id":"1131560425","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":1632414033,"share":"https://ttm.financial/m/news/1131560425?lang=en_US&edition=fundamental","pubTime":"2021-09-24 00:20","market":"us","language":"zh","title":"Food company Sovos Brands landed on Nasdaq, rising more than 21% at the beginning of the session","url":"https://stock-news.laohu8.com/highlight/detail?id=1131560425","media":"老虎资讯综合","summary":"公司最大的单品是意大利面酱Rao’s Homemade 24oz marinara。","content":"<p>On September 23, local time in the United States, food companies<a href=\"https://laohu8.com/S/SOVO\">Sovos Brands, Inc.</a>It landed on Nasdaq and opened at US $14.75. As of press time, it rose by more than 21%. The company's issue price was US $12 per share.</p><p><img src=\"https://static.tigerbbs.com/b0ef7a4414798f09672f958ed42d5e7b\" tg-width=\"450\" tg-height=\"379\" width=\"100%\" height=\"auto\"></p><p>Food company Sovos Brands was founded in 2017. Its main products include pasta sauce Rao's, yogurt brand noosa, pancake and waffle brand Birch Benders, and Italian frozen food brand Michael Angelo's. The company's biggest item is pasta sauce Rao's Homemade 24oz marinara. The company plans to continue to consolidate the company's brand position in the food industry through integration and acquisition.</p><p>In terms of finance, as of June 26, 2021, the company's revenue this year was US $351 million, a year-on-year increase of 34.4%; The full-year revenue in 2020 was US $560 million, a year-on-year increase of 44.3%, and the full-year revenue in 2019 was US $388 million. The company has started to make profits in 2020. As of June 26, 2021, the company's net profit this year was US $10.37 million, a profit of US $10.83 million last year, and a loss of US $24.15 million in 2019.</p><p>In terms of industry, according to Grand View Research's 2020 market research report, the global market size of pasta sauce was approximately US $13.5 billion in 2019 and is expected to reach US $17 billion by 2027. This also means that the industry will grow at a compound annual growth rate of 3.2% every year.</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>Food company Sovos Brands landed on Nasdaq, rising more than 21% at the beginning of the session</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\">\nFood company Sovos Brands landed on Nasdaq, rising more than 21% at the beginning of the session\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-24 00:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On September 23, local time in the United States, food companies<a href=\"https://laohu8.com/S/SOVO\">Sovos Brands, Inc.</a>It landed on Nasdaq and opened at US $14.75. As of press time, it rose by more than 21%. The company's issue price was US $12 per share.</p><p><img src=\"https://static.tigerbbs.com/b0ef7a4414798f09672f958ed42d5e7b\" tg-width=\"450\" tg-height=\"379\" width=\"100%\" height=\"auto\"></p><p>Food company Sovos Brands was founded in 2017. Its main products include pasta sauce Rao's, yogurt brand noosa, pancake and waffle brand Birch Benders, and Italian frozen food brand Michael Angelo's. The company's biggest item is pasta sauce Rao's Homemade 24oz marinara. The company plans to continue to consolidate the company's brand position in the food industry through integration and acquisition.</p><p>In terms of finance, as of June 26, 2021, the company's revenue this year was US $351 million, a year-on-year increase of 34.4%; The full-year revenue in 2020 was US $560 million, a year-on-year increase of 44.3%, and the full-year revenue in 2019 was US $388 million. The company has started to make profits in 2020. As of June 26, 2021, the company's net profit this year was US $10.37 million, a profit of US $10.83 million last year, and a loss of US $24.15 million in 2019.</p><p>In terms of industry, according to Grand View Research's 2020 market research report, the global market size of pasta sauce was approximately US $13.5 billion in 2019 and is expected to reach US $17 billion by 2027. This also means that the industry will grow at a compound annual growth rate of 3.2% every year.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a6956d8a5f2f4d056ac627a40c2885c1","relate_stocks":{"SOVO":"Sovos Brands, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131560425","content_text":"美国当地时间9月23日，食品公司Sovos Brands, Inc. 登陆纳斯达克，开盘报14.75美元，截至发稿涨超21%，公司发行价为12美元/股。\n\n食品公司Sovos Brands成立于2017年，主要产品包括意大利面酱Rao’s、酸奶品牌noosa，煎饼和华夫饼品牌Birch Benders，以及意大利冷冻食品品牌Michael Angelo’s。公司最大的单品是意大利面酱Rao’s Homemade 24oz marinara。公司计划继续通过整合收购，巩固公司在食品行业的品牌地位。\n财务方面，截至2021年6月26日，公司今年以来营收为3.51亿美元，同比增长34.4%；2020年全年营收5.6亿美元，同比增长44.3%，2019年全年营收3.88亿美元。公司2020年已经开始盈利。截至2021年6月26日，公司今年以来净利润为1037万美元，去年全年盈利1083万美元，2019年亏损2415万美元。\n行业方面，根据Grand View Research的 2020年市场研究报告，2019年意大利面酱的全球市场规模约为 135亿美元，预计到 2027年将达到 170亿美元。这也意味着行业每年将以3.2%的年均复合增长率增长。","news_type":1,"symbols_score_info":{"SOVO":0.9}},"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161317047,"gmtCreate":1623904975689,"gmtModify":1703823162446,"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":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161317047","repostId":"1111922943","repostType":4,"repost":{"id":"1111922943","kind":"news","pubTimestamp":1623896552,"share":"https://ttm.financial/m/news/1111922943?lang=en_US&edition=fundamental","pubTime":"2021-06-17 10:22","market":"us","language":"zh","title":"Is the big crunch really coming? This Fed Meeting Note Explains Everything for You","url":"https://stock-news.laohu8.com/highlight/detail?id=1111922943","media":"智堡Wisburg","summary":"没Taper也没加息，但本次会议仍然是一个重要的分水岭。","content":"<p>Author: Zhu Chen</p><p>The Federal Reserve's interest rate decision that investors were waiting for finally came to an end this morning. The Federal Reserve announced that it would keep the benchmark interest rate unchanged at 0%-0.25%, and raised the overnight reverse repurchase rate and excess reserve rate. The dot plot shows that the first rate hike time has been advanced, and by the end of 2023, the Federal Reserve will rate hike twice. In addition, the Federal Reserve raised its GDP growth forecast for this year and its PCE inflation forecast for this year and next three years.</p><p>Does this mean the end of the stock market feast?</p><p><b>Summary for the Lazy</b></p><p><ul><li><b>No rate hike and no Taper</b>, or<b>Didn't wait until substantial further progress the trigger of this Taper</b></li><li>There are technical adjustments,<b>The IOER and ONRRP interest rates have been adjusted by 5 basis points each, and the policy benchmark interest rate has not been changed, which cannot be interpreted as a rate hike</b></li><li>Looks like<b>Economic conditions are improving faster than the Fed expected</b></li><li>In statement<b>Deleted language that the pandemic pressured the economy</b></li><li>The interest rate expectation of the dot plot has increased overall,<b>Rate hike expectations in 2023 are relatively divided, with some members expecting 6 rate hike in 2023</b></li><li>The economic forecast and inflation forecast for this year have been significantly raised,<b>While emphasizing the temporary nature of inflation, he acknowledged the possibility that inflation may last longer and at a higher level, but stated that he would defend his average inflation target</b></li><li><b>It's too early to talk about rate hike</b></li><li><b>This meeting can be regarded as a watershed, easing has not come to an end, but the theme of the second half of the year must be to gradually withdraw from easing</b></li></ul>Policy Statement (change from last statement in bold)</p><p>The Federal Reserve is committed to using its full range of tools to support the U.S. economy in this challenging time, thereby promoting its maximum employment and price stability goals.</p><p>The Federal Reserve is committed to using all its tools to support the U.S. economy during these challenging times, thus promoting its goals of full employment and price stability.</p><p><b>Progress on vaccinations has reduced the spread of COVID-19 in the United States.</b>Amid this progress and strong policy support, indicators of economic activity and employment has strengthened. The sectors most adversely affected by the pandemic remain weak but have show improvement. Inflation has risen, largely reflecting transitory factors. Overall financial conditions remain accommodative, in part reflecting policy measures to support the economy and the flow of credit to U.S. households and businesses.</p><p><b>Progress in vaccination has reduced the spread of COVID-19 in the United States. (Emphasizing that the rollout of vaccines has curbed the spread of the epidemic)</b>With the advancement of vaccines and strong monetary policy support, indicators of economic activity and employment have been strengthened. The sectors most adversely affected by the pandemic remain weak, but have shown improvement. Inflation has risen, mainly reflecting temporary factors. Overall financial conditions remain accommodative, reflecting in part policy measures to support the economy and credit flows to U.S. households and businesses.</p><p>The path of the economy will depend significantly on the course of the virus.<b>Progress on vaccinations will likely continue to reduce the effects of the public health crisis on the economy</b>but risks to the economic outlook remain.</p><p>The path of economic development will largely depend on the direction of the epidemic.<b>Progress in vaccination is likely to continue to weaken the impact of the public health crisis on the economy (repeating that vaccine progress has contained the epidemic again, removing the wording of the public health crisis putting pressure on the economy from the last meeting)</b>, but risks to the economic outlook remain.</p><p>The Committee seeks to achieve maximum employment and inflation at the rate of 2 percent over the longer run. With inflation having run persistently below this longer-run goal, the Committee will aim to achieve inflation moderately above 2 percent for some time so that inflation averages 2 percent over time and longer ‑ term inflation expectations remain well anchored at 2 percent. The Committee expects to maintain an accommodative stance of monetary policy until these outcomes are achieved. The Committee decided to keep the target range for the federal funds rate at 0 to 1/4 percent and expects it will be approved to maintain this target range until labor market conditions have reached levels consistent with the Committee's assessments of maximum employment and inflation has risen to 2 percent and is on track to moderately exceed 2 percent for some time. In addition, the Federal Reserve will continue to increase its holdings of Treasury securities by at least $80 billion per month and of agency mortgage ‑ backed securities by at least $40 billion per month until substantial further progress has been made toward the Committee's maximum employment and price stability goals. These asset purchases help foster smooth market functioning and accommodative financial conditions, thereby supporting the flow of credit to households and businesses.</p><p>The committee seeks to achieve full employment and 2% inflation over an extended period. With inflation consistently below this long-term target, the Committee will aim to achieve inflation moderately above 2% over time so that inflation averages 2% over time and long-term inflation expectations remain at 2%. The Committee expects to maintain an accommodative stance on monetary policy until these results are achieved. The Committee decided to keep the target range for Federal Funds rate at 0-1/4% and anticipated that it would be appropriate to maintain this target range for interest rates until labor market conditions reach a level consistent with the Committee's assessment of full employment and inflation rises to 2% and modestly exceeds 2% for some time. In addition, the Fed will continue to increase its holdings of Treasury Bond by at least $80 billion per month and MBS by at least $40 billion per month until substantial further progress is made towards the Committee's full employment and price stability goals. These asset purchases help promote smooth market functioning and easy financial conditions, thus supporting credit flows to households and businesses.</p><p>In assessing the approval stance of monetary policy, the Committee will continue to monitor the implementations of incoming information for the economic outlook. The Committee would be prepared to adjust the stance of monetary policy as approvate if risk emerge that could impede the attachment of the Committee's goals. The Committee's assessments will take into account a wide range of information, including readings on public health, labor market conditions, inflation pressures and inflation expectations, and financial and international development.</p><p>In assessing the appropriate stance of monetary policy, the Committee will continue to monitor the impact of the information received on the economic outlook. The Committee will be prepared to adjust the position of monetary policy as appropriate if there are risks that may hinder the achievement of the Committee's objectives. The Commission's assessment will take into account a wide range of information, including interpretations of public health, labour market conditions, inflationary pressures and expectations, and financial and international developments.</p><p>Adjustments to the Interest Rate Corridor framework</p><p>Federal Reserve Board of Governors voted unanimously to<b>The interest rate paid on the reserve balance (IOER) is set at 0.15% and the overnight reverse repo rate (ONRRP) is set at 0.05%.</b>, effective June 17, 2021. (increased by 5 basis points respectively)</p><p><b>This is a technical interest rate adjustment, and the policy target interest rate range is still 0%-0.25%.</b></p><p>My previous interpretation is as follows:</p><p><img src=\"https://static.tigerbbs.com/234cbae588ef483da0253369a4df1a40\" tg-width=\"607\" tg-height=\"939\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/2700fbc65d54d29fdf0fc11da6bb7e8e\" tg-width=\"1080\" tg-height=\"726\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/a5ea512d93c7be4155c4f13e8b8c4e7f\" tg-width=\"1047\" tg-height=\"958\" referrerpolicy=\"no-referrer\"></p><p>The forecast for this year's PCE inflation has been significantly raised, and the full-year GDP growth of the United States is expected to reach 7%. The bitmap is expected to launch rate hike in 2023, moving forward.</p><p>In addition, seven committee members believe that the Fed should launch a rate hike in 2022, and their interest rate expectations for 2023 have also spread, reflecting the differences within the Fed. Two committee members actually believe that the Fed's policy interest rate will reach 1.5% in 2023.-1.75% range, corresponding to 6 rate hike of 25bps.</p><p>Notes from the press conference (real-time listening and translation, please forgive me for any inaccuracies)</p><p>Powell: real GDP this year appears to be on track to post its fastest rate of increase in decades.</p><p>Powell: America This Year<b>Real GDP appears on track to grow at its fastest pace in decades</b>。</p><p>Powell: Employment rate remained elevated in May at 5.8 percent and this figure understates the short fall in employment particularly as participation in the labor market has not moved up from the low rates that has prevailed for most of the past year.</p><p>Powell: The unemployment rate remained high at 5.8% in May,<b>This figure underestimates the short-term decline in unemployment</b>, especially since labor market participation rates have not risen from low levels for much of the past year.</p><p>Beyond these effected we are seeing upward pressure on prices from the rebound in spending as the economy continues to reopen. Particularly as supply bottlenecks has limited how quickly production in some sectors can respond in the near term. These bottleneck effects have been larger than anticipated. As these transitory supply effects abate, inflation is expected to drop back toward our longer run goal and the median inflation projection falls from 3.4 percent this year to 2.1 percent next year and 2.2 percent in 2023.</p><p>As reopening continues, shifts in demand can be large and rapid, and bottlenecks, hiring difficulties and other constraints can continue to limit how quickly supply can adjust raising the possibility that inflation can turn out to be higher and more persistent than we expect.</p><p>Powell: In addition to these impacts, we are seeing that as the economy continues to recover,<b>A rebound in spending has put upward pressure on prices</b>。<b>Especially because supply bottlenecks limit the response speed of production in some sectors in the short term.</b>These<b>The effect of supply bottlenecks is already greater than (we) expected.</b>As these transitional supply effects wane, inflation is expected to fall back to our long-term target, with the median inflation forecast falling from 3.4% this year to 2.1% next year and 2.2% in 2023.</p><p>As the economic restart continues, changes in demand can be dramatic and rapid,<b>Supply bottlenecks, hiring difficulties and other constraints may continue to limit the speed at which supply can be adjusted</b>，<b>Raises the likelihood that inflation could become higher and more persistent than we expected.</b></p><p>Powell: If we saw signs that the path of inflation or longer term inflation expectations were moving materially and persistently beyond levels consistent with our goal, we would be prepared to adjust the stance of monetary policy.</p><p>Powell:<b>If we see signs that the path of inflation or longer-term inflation expectations are substantially and consistently exceeding levels consistent with our goals, we will be prepared to adjust the stance of monetary policy.</b></p><p>Powell: Of course these projections do not represent a committee decision or plan, and no one knows with any certainty where the economy will be a couple years from now.</p><p>Powell: Of course, these (dot plot rate forecasts) forecasts are not representative of the Committee's future rate decisions or rate plans,<b>Nobody knows exactly what the economy will look like in a few years.</b></p><p>Question 1: Regarding the forecast of the labor market (2023), the reporter mentioned that many workers in the labor market have not returned with the resumption of work. There may be problems with child care and retirement. Why is the Fed confident that full employment will be achieved in 2023? What is holding people back from returning to the workforce?</p><p>A: The current labor market, employment opportunities and demand for workers are very strong. I am confident that we are moving towards a strong labor market-<b>That is, a labor market with low unemployment rate, high participation rate and rising wages.</b></p><p>The last round of the longest economic expansion cycle in history tells us,<b>In the course of a long-term economic expansion, labor supply can exceed expectations, it can exceed its estimated trend, and I have no reason to think that will not happen again</b>。</p><p>Indeed, there are a large number of vacancies and a large number of unemployed people,<b>And the pace of filling these positions is a bit slow.</b></p><p>It's a very unusual time, and we don't really have a historical template or experience of any similar situation,<b>So I think we have to be humble about our ability to understand data, and now is not the time to try to draw hard conclusions about the labor market, about inflation, about the path of policy.</b>We need to see more data, and we need to have a little patience. But I think we're going to see some things in the coming months that will inform our thinking.</p><p>Question 2: Regarding the high inflation, how long will interest rates be kept low before you get nervous?</p><p>A: Referring to the soaring lumber prices and used car prices,<b>Thinking things will reverse over time, but not sure when. Maintain the judgment of temporary inflation and emphasize that inflation is expected to decline.</b></p><p>Question 3: Point in time about Taper and Taper and discussion about Taper.</p><p>Answer: More data is needed to advance (Taper), and the talking about talking about meme was mentioned again. There is no change in other wording. The Fed still makes decisions on Taper based on substantive progress in the future, and stated that it will communicate in advance.</p><p>Question 4: Regarding long-term inflation expectations and the anchoring of inflation expectations.</p><p>A: The Fed does tend to look at long-term inflation expectations, which is crucial to inflation. Short-term inflation surveys fluctuate with real-time changes in prices, so they are not a good indicator.</p><p>But if we look at long-term inflation expectations, it is indeed rising. But this is consistent with our inflation target, which is anchored and in an appropriate position for the long term.</p><p>Question 5: Regarding the upward adjustment of economic forecasts and inflation forecasts in SEP, if the data meets the standard, does this mean \"substantial further progress\"? Judging from the median interest rate forecast for 2023, there is more than a rate hike implied. Is there any confidence that the full recovery will be more optimistic than expected?</p><p>Answer: The committee decides what is \"substantial further progress\". I don't say it. We will evaluate this at the next meeting.</p><p>The problem of implicitly two rate hike has happened in history. This does not mean that the committee's interest rate forecast and interest rate plan. If you look at the full record documents of the Fed meeting five years ago, you will find that the interest rate path is not as officials expected. So don't try to judge future interest rate movements by dot plots. It has great uncertainty,<b>It's not timely to talk about rate hike, we're still far from the goal</b>。</p><p>The FOMC's judgment on the future is based on economic results, not time planning. This economic forecast reflects officials' belief that we will reach a satisfactory situation earlier than expected.</p><p>It should also be emphasized that rate hike is not our focus, but we are concerned about the economic situation. Rate hike is the future until we reach full employment. What we are concerned about at the moment is the path of asset purchase. We discussed it today and will continue to discuss it in the future.</p><p>Question 6: Still about Taper, how will you release the signal of Taper?</p><p>Our intention for this process is that it will be orderly, methodical and transparent.</p><p>Our intention to communicate in advance with Taper is that it will be orderly, methodical and transparent. In terms of balance sheet,<b>The Fed should give the market as much \"notice\" as possible</b>, providing as much policy transparency as possible to give people the opportunity to adjust their expectations, and we hope that in our<b>Make substantial further progress</b>Before, I have been engaged in this communication work and then made a decision.</p><p>Question 7: Regarding the average inflation target and the \"backtracking period\" of the average inflation target (how long is the average period?)</p><p>A: Our goal is not to regard the 2% inflation target as the ceiling, but to hope that inflation \"revolves\" around 2%. This is not a formulaic approach, but a discretionary one.</p><p>Question 8: Regarding the overnight reverse repurchase facility, has the Fed bought too many safe assets? Will adjusting the ONRRP rate today be enough to eliminate this effect?</p><p>A: We think the ONRRP has played its role well, which is to protect our rate floor and guarantee our rate range. We're not worried. The deposit account of the Ministry of Finance is shrinking, and so is the amount of short-term debt, putting downward pressure on interest rates.<b>The ONRRP addresses this very well.</b>Today's adjustment will have some effect to ensure that interest rates do not continue to fall to break through our interest rate range.</p><p>Question 9: Again about employment and wages</p><p>A: We are looking at a very broad range of employment indicators. The last cycle taught us something, that is, the labor supply exceeded expectations for a long time. I think that first lesson is to carefully assess full employment,<b>In the last cycle-back in 2012 when I came to the Fed, there was a wave of fears that we would reach full employment. And nine years later, eight years later, we're still creating jobs, which is quite remarkable.</b></p><p>You asked about salary. We're seeing an increase in wages, which is a natural thing to do in a strong economy. We don't see anything disturbing, disturbing referring to very broad wage increases across the economy, at unsustainable levels without high inflation.</p><p>Question 10: Regarding whether SLR will be adjusted because banks are stuffed with a lot of deposits.</p><p>A: We are trying to solve this problem. Unfortunately, there is no detail or timing information to share with you right now.</p><p>Question 11: Regarding the rising price of materials (such as timber), are suppliers worried that there will be surplus after shortage as they catch up with the rising demand?</p><p>A: It's not the time yet. Commodity practitioners don't want to find that there is no demand after expanding production capacity.<b>The problem now is that demand is very strong, incomes are high, people have money in their pockets</b>。 The demand for goods is very high, and there is no decline yet. We're seeing that the service sector is reopening, so you're seeing prices coming back up from their lows.</p><p>But the other side of the coin when you talked about the shortage after the surplus is that inflation can be quite low (the price drop that accompanies the surplus). But it's not the focus of our consideration at present. I want to see inflation come back from its highs first.</p><p>We do not rule out the possibility that this situation (upward inflation) will last longer than expected, and the risks evolve over time.<b>It's really starting to affect inflation expectations</b>。 But if we see that inflation expectations and inflation or inflation rises are indeed substantially higher than the characteristics that we believe are consistent with our goals, and that is persistent, we will not hesitate to use our tools to solve this problem, price stability is one of our tasks, and we will certainly do that (tightening).</p><p>Question 12: Why did the wording about the epidemic putting pressure on the economy be deleted from the wording of the statement? Has the negative impact of the epidemic on the economy ended?</p><p>A: The epidemic is improving, which is great and should be maintained. But the situation in Britain and variants elsewhere are also worrying, and it is too early to declare victory, and the statement is only expressing the reality of the situation. We see that things are improving since March, better than we expected.</p><p>Question 13: It's still about inflation. Why can inflation remain above 2% in the next two years? What factors are causing this? Isn't it temporary? Is it because of the labor market? Or inflation expectations?</p><p>A: What we are seeing so far is the upward trend of inflation caused by the economic restart, but you are right, our economy is very flexible.<b>Perhaps in the future, low unemployment will increase inflation, or higher resource utilization in the entire economy will push up inflation. We have indeed seen an increase in inflation expectations after the new framework.</b></p><p>Question 14: The economic forecast shows that the growth rate will slow down next year and next year, so what if inflation is still high at that time? (stagflation problem)</p><p>A: Our forecast is based on the scenario without additional financial support.<b>The financial support next year will not be as strong as this year's, but there will still be a relatively high economic growth, that is, the level exceeding the long-term potential output. You must know that a growth of 3% is already very good, and it was difficult to reach 3% in previous cycles.</b></p><p>Many economists believe that the economy will continue to grow at an annual growth rate of 2%. If the growth is higher than this figure, the labor market will improve, wages will rise, and companies will expand investment. Is there a risk that inflation will be higher than we think? Yeah, yeah. We are not sure of where the future is going.</p><p><b>After we get through the epidemic, we will still face the pressure of aging, low productivity and globalization to curb inflation in recent years. These problems still exist.</b></p><p>Question 15: Relating to productivity and natural interest rate</p><p>A:<b>Natural interest rates and productivity improvements are good for the Fed because they give us more room to cut interest rates.</b>Interest rates close to the floor have resulted in our policy response to the crisis being so limited that it is impossible to respond. So higher natural (neutral) interest rates are a good thing and give us more room.</p><p>You can't accurately estimate neutral interest rates, but we will keep track and stay alert.</p><p>Question 16: Someone on Wall Street sprays you. There are three ways to spray you:</p><p>Someone criticized your new framework as responding to actual data rather than forecast data, but inflation data is very hot and you rely on the forecast of \"temporary inflation\" to think it will fall down to determine monetary policy.</p><p>Some people criticize you that Taper will communicate in advance, but if the data is always better than expected and improves quickly, will you have no time to \"communicate in advance\" with Taper?</p><p>Also, you said that the Fed knows how to curb inflation, but rate hike will also curb the economy. If waiting too long leads to rapid rate hike, will economic growth be sacrificed?</p><p>A: There is nothing wrong with our framework. Your view seems to be saying that the Fed will \"lag behind the curve,\" but this is not the situation we are facing. The inflation we are facing now is structural, and the central bank must separate the heterogeneity in rising inflation. For example, the 17-year mobile phone price war caused PCE to fall. Now we are in a similar situation (part of the price increase quickly leads to the price going up). These temporary factors will be weakened.</p><p>Regarding Taper's advance communication, we will say it when it comes time to say it, as long as it meets the standard of substantial further progress.</p><p>Thirdly, we really have to balance inflation and employment, and we have not yet reached the position of trade-off between the two. Now the economy is in a V-shaped recovery.<b>It is much easier to create demand than to bring supply back to normal, which is the same all over the world. There is no reason to think that this process will continue indefinitely.</b></p>","source":"lsy1568282935039","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>Is the big crunch really coming? This Fed Meeting Note Explains Everything for You</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\">\nIs the big crunch really coming? This Fed Meeting Note Explains Everything for You\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智堡Wisburg</strong><span class=\"h-time small\">2021-06-17 10:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Zhu Chen</p><p>The Federal Reserve's interest rate decision that investors were waiting for finally came to an end this morning. The Federal Reserve announced that it would keep the benchmark interest rate unchanged at 0%-0.25%, and raised the overnight reverse repurchase rate and excess reserve rate. The dot plot shows that the first rate hike time has been advanced, and by the end of 2023, the Federal Reserve will rate hike twice. In addition, the Federal Reserve raised its GDP growth forecast for this year and its PCE inflation forecast for this year and next three years.</p><p>Does this mean the end of the stock market feast?</p><p><b>Summary for the Lazy</b></p><p><ul><li><b>No rate hike and no Taper</b>, or<b>Didn't wait until substantial further progress the trigger of this Taper</b></li><li>There are technical adjustments,<b>The IOER and ONRRP interest rates have been adjusted by 5 basis points each, and the policy benchmark interest rate has not been changed, which cannot be interpreted as a rate hike</b></li><li>Looks like<b>Economic conditions are improving faster than the Fed expected</b></li><li>In statement<b>Deleted language that the pandemic pressured the economy</b></li><li>The interest rate expectation of the dot plot has increased overall,<b>Rate hike expectations in 2023 are relatively divided, with some members expecting 6 rate hike in 2023</b></li><li>The economic forecast and inflation forecast for this year have been significantly raised,<b>While emphasizing the temporary nature of inflation, he acknowledged the possibility that inflation may last longer and at a higher level, but stated that he would defend his average inflation target</b></li><li><b>It's too early to talk about rate hike</b></li><li><b>This meeting can be regarded as a watershed, easing has not come to an end, but the theme of the second half of the year must be to gradually withdraw from easing</b></li></ul>Policy Statement (change from last statement in bold)</p><p>The Federal Reserve is committed to using its full range of tools to support the U.S. economy in this challenging time, thereby promoting its maximum employment and price stability goals.</p><p>The Federal Reserve is committed to using all its tools to support the U.S. economy during these challenging times, thus promoting its goals of full employment and price stability.</p><p><b>Progress on vaccinations has reduced the spread of COVID-19 in the United States.</b>Amid this progress and strong policy support, indicators of economic activity and employment has strengthened. The sectors most adversely affected by the pandemic remain weak but have show improvement. Inflation has risen, largely reflecting transitory factors. Overall financial conditions remain accommodative, in part reflecting policy measures to support the economy and the flow of credit to U.S. households and businesses.</p><p><b>Progress in vaccination has reduced the spread of COVID-19 in the United States. (Emphasizing that the rollout of vaccines has curbed the spread of the epidemic)</b>With the advancement of vaccines and strong monetary policy support, indicators of economic activity and employment have been strengthened. The sectors most adversely affected by the pandemic remain weak, but have shown improvement. Inflation has risen, mainly reflecting temporary factors. Overall financial conditions remain accommodative, reflecting in part policy measures to support the economy and credit flows to U.S. households and businesses.</p><p>The path of the economy will depend significantly on the course of the virus.<b>Progress on vaccinations will likely continue to reduce the effects of the public health crisis on the economy</b>but risks to the economic outlook remain.</p><p>The path of economic development will largely depend on the direction of the epidemic.<b>Progress in vaccination is likely to continue to weaken the impact of the public health crisis on the economy (repeating that vaccine progress has contained the epidemic again, removing the wording of the public health crisis putting pressure on the economy from the last meeting)</b>, but risks to the economic outlook remain.</p><p>The Committee seeks to achieve maximum employment and inflation at the rate of 2 percent over the longer run. With inflation having run persistently below this longer-run goal, the Committee will aim to achieve inflation moderately above 2 percent for some time so that inflation averages 2 percent over time and longer ‑ term inflation expectations remain well anchored at 2 percent. The Committee expects to maintain an accommodative stance of monetary policy until these outcomes are achieved. The Committee decided to keep the target range for the federal funds rate at 0 to 1/4 percent and expects it will be approved to maintain this target range until labor market conditions have reached levels consistent with the Committee's assessments of maximum employment and inflation has risen to 2 percent and is on track to moderately exceed 2 percent for some time. In addition, the Federal Reserve will continue to increase its holdings of Treasury securities by at least $80 billion per month and of agency mortgage ‑ backed securities by at least $40 billion per month until substantial further progress has been made toward the Committee's maximum employment and price stability goals. These asset purchases help foster smooth market functioning and accommodative financial conditions, thereby supporting the flow of credit to households and businesses.</p><p>The committee seeks to achieve full employment and 2% inflation over an extended period. With inflation consistently below this long-term target, the Committee will aim to achieve inflation moderately above 2% over time so that inflation averages 2% over time and long-term inflation expectations remain at 2%. The Committee expects to maintain an accommodative stance on monetary policy until these results are achieved. The Committee decided to keep the target range for Federal Funds rate at 0-1/4% and anticipated that it would be appropriate to maintain this target range for interest rates until labor market conditions reach a level consistent with the Committee's assessment of full employment and inflation rises to 2% and modestly exceeds 2% for some time. In addition, the Fed will continue to increase its holdings of Treasury Bond by at least $80 billion per month and MBS by at least $40 billion per month until substantial further progress is made towards the Committee's full employment and price stability goals. These asset purchases help promote smooth market functioning and easy financial conditions, thus supporting credit flows to households and businesses.</p><p>In assessing the approval stance of monetary policy, the Committee will continue to monitor the implementations of incoming information for the economic outlook. The Committee would be prepared to adjust the stance of monetary policy as approvate if risk emerge that could impede the attachment of the Committee's goals. The Committee's assessments will take into account a wide range of information, including readings on public health, labor market conditions, inflation pressures and inflation expectations, and financial and international development.</p><p>In assessing the appropriate stance of monetary policy, the Committee will continue to monitor the impact of the information received on the economic outlook. The Committee will be prepared to adjust the position of monetary policy as appropriate if there are risks that may hinder the achievement of the Committee's objectives. The Commission's assessment will take into account a wide range of information, including interpretations of public health, labour market conditions, inflationary pressures and expectations, and financial and international developments.</p><p>Adjustments to the Interest Rate Corridor framework</p><p>Federal Reserve Board of Governors voted unanimously to<b>The interest rate paid on the reserve balance (IOER) is set at 0.15% and the overnight reverse repo rate (ONRRP) is set at 0.05%.</b>, effective June 17, 2021. (increased by 5 basis points respectively)</p><p><b>This is a technical interest rate adjustment, and the policy target interest rate range is still 0%-0.25%.</b></p><p>My previous interpretation is as follows:</p><p><img src=\"https://static.tigerbbs.com/234cbae588ef483da0253369a4df1a40\" tg-width=\"607\" tg-height=\"939\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/2700fbc65d54d29fdf0fc11da6bb7e8e\" tg-width=\"1080\" tg-height=\"726\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/a5ea512d93c7be4155c4f13e8b8c4e7f\" tg-width=\"1047\" tg-height=\"958\" referrerpolicy=\"no-referrer\"></p><p>The forecast for this year's PCE inflation has been significantly raised, and the full-year GDP growth of the United States is expected to reach 7%. The bitmap is expected to launch rate hike in 2023, moving forward.</p><p>In addition, seven committee members believe that the Fed should launch a rate hike in 2022, and their interest rate expectations for 2023 have also spread, reflecting the differences within the Fed. Two committee members actually believe that the Fed's policy interest rate will reach 1.5% in 2023.-1.75% range, corresponding to 6 rate hike of 25bps.</p><p>Notes from the press conference (real-time listening and translation, please forgive me for any inaccuracies)</p><p>Powell: real GDP this year appears to be on track to post its fastest rate of increase in decades.</p><p>Powell: America This Year<b>Real GDP appears on track to grow at its fastest pace in decades</b>。</p><p>Powell: Employment rate remained elevated in May at 5.8 percent and this figure understates the short fall in employment particularly as participation in the labor market has not moved up from the low rates that has prevailed for most of the past year.</p><p>Powell: The unemployment rate remained high at 5.8% in May,<b>This figure underestimates the short-term decline in unemployment</b>, especially since labor market participation rates have not risen from low levels for much of the past year.</p><p>Beyond these effected we are seeing upward pressure on prices from the rebound in spending as the economy continues to reopen. Particularly as supply bottlenecks has limited how quickly production in some sectors can respond in the near term. These bottleneck effects have been larger than anticipated. As these transitory supply effects abate, inflation is expected to drop back toward our longer run goal and the median inflation projection falls from 3.4 percent this year to 2.1 percent next year and 2.2 percent in 2023.</p><p>As reopening continues, shifts in demand can be large and rapid, and bottlenecks, hiring difficulties and other constraints can continue to limit how quickly supply can adjust raising the possibility that inflation can turn out to be higher and more persistent than we expect.</p><p>Powell: In addition to these impacts, we are seeing that as the economy continues to recover,<b>A rebound in spending has put upward pressure on prices</b>。<b>Especially because supply bottlenecks limit the response speed of production in some sectors in the short term.</b>These<b>The effect of supply bottlenecks is already greater than (we) expected.</b>As these transitional supply effects wane, inflation is expected to fall back to our long-term target, with the median inflation forecast falling from 3.4% this year to 2.1% next year and 2.2% in 2023.</p><p>As the economic restart continues, changes in demand can be dramatic and rapid,<b>Supply bottlenecks, hiring difficulties and other constraints may continue to limit the speed at which supply can be adjusted</b>，<b>Raises the likelihood that inflation could become higher and more persistent than we expected.</b></p><p>Powell: If we saw signs that the path of inflation or longer term inflation expectations were moving materially and persistently beyond levels consistent with our goal, we would be prepared to adjust the stance of monetary policy.</p><p>Powell:<b>If we see signs that the path of inflation or longer-term inflation expectations are substantially and consistently exceeding levels consistent with our goals, we will be prepared to adjust the stance of monetary policy.</b></p><p>Powell: Of course these projections do not represent a committee decision or plan, and no one knows with any certainty where the economy will be a couple years from now.</p><p>Powell: Of course, these (dot plot rate forecasts) forecasts are not representative of the Committee's future rate decisions or rate plans,<b>Nobody knows exactly what the economy will look like in a few years.</b></p><p>Question 1: Regarding the forecast of the labor market (2023), the reporter mentioned that many workers in the labor market have not returned with the resumption of work. There may be problems with child care and retirement. Why is the Fed confident that full employment will be achieved in 2023? What is holding people back from returning to the workforce?</p><p>A: The current labor market, employment opportunities and demand for workers are very strong. I am confident that we are moving towards a strong labor market-<b>That is, a labor market with low unemployment rate, high participation rate and rising wages.</b></p><p>The last round of the longest economic expansion cycle in history tells us,<b>In the course of a long-term economic expansion, labor supply can exceed expectations, it can exceed its estimated trend, and I have no reason to think that will not happen again</b>。</p><p>Indeed, there are a large number of vacancies and a large number of unemployed people,<b>And the pace of filling these positions is a bit slow.</b></p><p>It's a very unusual time, and we don't really have a historical template or experience of any similar situation,<b>So I think we have to be humble about our ability to understand data, and now is not the time to try to draw hard conclusions about the labor market, about inflation, about the path of policy.</b>We need to see more data, and we need to have a little patience. But I think we're going to see some things in the coming months that will inform our thinking.</p><p>Question 2: Regarding the high inflation, how long will interest rates be kept low before you get nervous?</p><p>A: Referring to the soaring lumber prices and used car prices,<b>Thinking things will reverse over time, but not sure when. Maintain the judgment of temporary inflation and emphasize that inflation is expected to decline.</b></p><p>Question 3: Point in time about Taper and Taper and discussion about Taper.</p><p>Answer: More data is needed to advance (Taper), and the talking about talking about meme was mentioned again. There is no change in other wording. The Fed still makes decisions on Taper based on substantive progress in the future, and stated that it will communicate in advance.</p><p>Question 4: Regarding long-term inflation expectations and the anchoring of inflation expectations.</p><p>A: The Fed does tend to look at long-term inflation expectations, which is crucial to inflation. Short-term inflation surveys fluctuate with real-time changes in prices, so they are not a good indicator.</p><p>But if we look at long-term inflation expectations, it is indeed rising. But this is consistent with our inflation target, which is anchored and in an appropriate position for the long term.</p><p>Question 5: Regarding the upward adjustment of economic forecasts and inflation forecasts in SEP, if the data meets the standard, does this mean \"substantial further progress\"? Judging from the median interest rate forecast for 2023, there is more than a rate hike implied. Is there any confidence that the full recovery will be more optimistic than expected?</p><p>Answer: The committee decides what is \"substantial further progress\". I don't say it. We will evaluate this at the next meeting.</p><p>The problem of implicitly two rate hike has happened in history. This does not mean that the committee's interest rate forecast and interest rate plan. If you look at the full record documents of the Fed meeting five years ago, you will find that the interest rate path is not as officials expected. So don't try to judge future interest rate movements by dot plots. It has great uncertainty,<b>It's not timely to talk about rate hike, we're still far from the goal</b>。</p><p>The FOMC's judgment on the future is based on economic results, not time planning. This economic forecast reflects officials' belief that we will reach a satisfactory situation earlier than expected.</p><p>It should also be emphasized that rate hike is not our focus, but we are concerned about the economic situation. Rate hike is the future until we reach full employment. What we are concerned about at the moment is the path of asset purchase. We discussed it today and will continue to discuss it in the future.</p><p>Question 6: Still about Taper, how will you release the signal of Taper?</p><p>Our intention for this process is that it will be orderly, methodical and transparent.</p><p>Our intention to communicate in advance with Taper is that it will be orderly, methodical and transparent. In terms of balance sheet,<b>The Fed should give the market as much \"notice\" as possible</b>, providing as much policy transparency as possible to give people the opportunity to adjust their expectations, and we hope that in our<b>Make substantial further progress</b>Before, I have been engaged in this communication work and then made a decision.</p><p>Question 7: Regarding the average inflation target and the \"backtracking period\" of the average inflation target (how long is the average period?)</p><p>A: Our goal is not to regard the 2% inflation target as the ceiling, but to hope that inflation \"revolves\" around 2%. This is not a formulaic approach, but a discretionary one.</p><p>Question 8: Regarding the overnight reverse repurchase facility, has the Fed bought too many safe assets? Will adjusting the ONRRP rate today be enough to eliminate this effect?</p><p>A: We think the ONRRP has played its role well, which is to protect our rate floor and guarantee our rate range. We're not worried. The deposit account of the Ministry of Finance is shrinking, and so is the amount of short-term debt, putting downward pressure on interest rates.<b>The ONRRP addresses this very well.</b>Today's adjustment will have some effect to ensure that interest rates do not continue to fall to break through our interest rate range.</p><p>Question 9: Again about employment and wages</p><p>A: We are looking at a very broad range of employment indicators. The last cycle taught us something, that is, the labor supply exceeded expectations for a long time. I think that first lesson is to carefully assess full employment,<b>In the last cycle-back in 2012 when I came to the Fed, there was a wave of fears that we would reach full employment. And nine years later, eight years later, we're still creating jobs, which is quite remarkable.</b></p><p>You asked about salary. We're seeing an increase in wages, which is a natural thing to do in a strong economy. We don't see anything disturbing, disturbing referring to very broad wage increases across the economy, at unsustainable levels without high inflation.</p><p>Question 10: Regarding whether SLR will be adjusted because banks are stuffed with a lot of deposits.</p><p>A: We are trying to solve this problem. Unfortunately, there is no detail or timing information to share with you right now.</p><p>Question 11: Regarding the rising price of materials (such as timber), are suppliers worried that there will be surplus after shortage as they catch up with the rising demand?</p><p>A: It's not the time yet. Commodity practitioners don't want to find that there is no demand after expanding production capacity.<b>The problem now is that demand is very strong, incomes are high, people have money in their pockets</b>。 The demand for goods is very high, and there is no decline yet. We're seeing that the service sector is reopening, so you're seeing prices coming back up from their lows.</p><p>But the other side of the coin when you talked about the shortage after the surplus is that inflation can be quite low (the price drop that accompanies the surplus). But it's not the focus of our consideration at present. I want to see inflation come back from its highs first.</p><p>We do not rule out the possibility that this situation (upward inflation) will last longer than expected, and the risks evolve over time.<b>It's really starting to affect inflation expectations</b>。 But if we see that inflation expectations and inflation or inflation rises are indeed substantially higher than the characteristics that we believe are consistent with our goals, and that is persistent, we will not hesitate to use our tools to solve this problem, price stability is one of our tasks, and we will certainly do that (tightening).</p><p>Question 12: Why did the wording about the epidemic putting pressure on the economy be deleted from the wording of the statement? Has the negative impact of the epidemic on the economy ended?</p><p>A: The epidemic is improving, which is great and should be maintained. But the situation in Britain and variants elsewhere are also worrying, and it is too early to declare victory, and the statement is only expressing the reality of the situation. We see that things are improving since March, better than we expected.</p><p>Question 13: It's still about inflation. Why can inflation remain above 2% in the next two years? What factors are causing this? Isn't it temporary? Is it because of the labor market? Or inflation expectations?</p><p>A: What we are seeing so far is the upward trend of inflation caused by the economic restart, but you are right, our economy is very flexible.<b>Perhaps in the future, low unemployment will increase inflation, or higher resource utilization in the entire economy will push up inflation. We have indeed seen an increase in inflation expectations after the new framework.</b></p><p>Question 14: The economic forecast shows that the growth rate will slow down next year and next year, so what if inflation is still high at that time? (stagflation problem)</p><p>A: Our forecast is based on the scenario without additional financial support.<b>The financial support next year will not be as strong as this year's, but there will still be a relatively high economic growth, that is, the level exceeding the long-term potential output. You must know that a growth of 3% is already very good, and it was difficult to reach 3% in previous cycles.</b></p><p>Many economists believe that the economy will continue to grow at an annual growth rate of 2%. If the growth is higher than this figure, the labor market will improve, wages will rise, and companies will expand investment. Is there a risk that inflation will be higher than we think? Yeah, yeah. We are not sure of where the future is going.</p><p><b>After we get through the epidemic, we will still face the pressure of aging, low productivity and globalization to curb inflation in recent years. These problems still exist.</b></p><p>Question 15: Relating to productivity and natural interest rate</p><p>A:<b>Natural interest rates and productivity improvements are good for the Fed because they give us more room to cut interest rates.</b>Interest rates close to the floor have resulted in our policy response to the crisis being so limited that it is impossible to respond. So higher natural (neutral) interest rates are a good thing and give us more room.</p><p>You can't accurately estimate neutral interest rates, but we will keep track and stay alert.</p><p>Question 16: Someone on Wall Street sprays you. There are three ways to spray you:</p><p>Someone criticized your new framework as responding to actual data rather than forecast data, but inflation data is very hot and you rely on the forecast of \"temporary inflation\" to think it will fall down to determine monetary policy.</p><p>Some people criticize you that Taper will communicate in advance, but if the data is always better than expected and improves quickly, will you have no time to \"communicate in advance\" with Taper?</p><p>Also, you said that the Fed knows how to curb inflation, but rate hike will also curb the economy. If waiting too long leads to rapid rate hike, will economic growth be sacrificed?</p><p>A: There is nothing wrong with our framework. Your view seems to be saying that the Fed will \"lag behind the curve,\" but this is not the situation we are facing. The inflation we are facing now is structural, and the central bank must separate the heterogeneity in rising inflation. For example, the 17-year mobile phone price war caused PCE to fall. Now we are in a similar situation (part of the price increase quickly leads to the price going up). These temporary factors will be weakened.</p><p>Regarding Taper's advance communication, we will say it when it comes time to say it, as long as it meets the standard of substantial further progress.</p><p>Thirdly, we really have to balance inflation and employment, and we have not yet reached the position of trade-off between the two. Now the economy is in a V-shaped recovery.<b>It is much easier to create demand than to bring supply back to normal, which is the same all over the world. There is no reason to think that this process will continue indefinitely.</b></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wisburg.com/articles/734482\">智堡Wisburg</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a1de7aced7748879f251930783a3cb1","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wisburg.com/articles/734482","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111922943","content_text":"作者：朱尘\n投资者苦苦等待的美联储利率决议，终于在今天早上落下帷幕。美联储宣布将基准利率维持在0%-0.25%不变，上调了隔夜逆回购利率和超额准备金利率。点阵图显示首次加息时间提前，到2023年年底，美联储将加息两次。另外，美联储上调今年的GDP增速预期以及今明后三年的PCE通胀预期。\n这意味着股市盛宴的终结吗？\n给懒人的摘要\n\n没有加息也没有Taper，还是没有等到substantial further progress这个Taper的触发器\n有技术性调整，调整了IOER和ONRRP利率各5个基点，未动政策基准利率，不可解读为加息\n看起来经济情况的好转速度快于联储的预期\n声明中删除了疫情施压经济的措辞\n点阵图的利率预期有整体提升，2023年的加息预期比较分化，有委员预期2023年要加息6次\n对今年的经济预测和通胀预测大幅上调，一边强调通胀临时性的同时承认通胀可能持续更久且水平更高的可能性，但表态会捍卫自己的平均通胀目标\n谈加息还太早\n可以将本次会议视为一个分水岭，宽松没有到头，但是下半年的主题一定是逐步退出宽松了\n\n政策声明（粗体为相比于上次声明的变化）\nThe Federal Reserve is committed to using its full range of tools to support the U.S. economy in this challenging time, thereby promoting its maximum employment and price stability goals.\n美联储致力于在时下这个充满挑战的时期使用其全部工具来支持美国经济，从而促进其充分就业和价格稳定目标。\nProgress on vaccinations has reduced the spread of COVID-19 in the United States.Amid this progress and strong policy support, indicators of economic activity and employment have strengthened. The sectors most adversely affected by the pandemic remain weak but have shown improvement. Inflation has risen, largely reflecting transitory factors. Overall financial conditions remain accommodative, in part reflecting policy measures to support the economy and the flow of credit to U.S. households and businesses.\n疫苗接种方面的进展减少了COVID-19在美国的传播。（强调疫苗铺开遏制了疫情的扩散） 伴随疫苗的推进以及强有力的货币政策支持，经济活动和就业的指标得到了加强。受疫情不利影响最为严重的部门仍然疲软，但已体现出改善。通货膨胀已经上升，主要反映了临时性因素。整体金融条件仍然宽松，部分反映了支持经济的政策措施和流向美国家庭和企业的信贷。\nThe path of the economy will depend significantly on the course of the virus. Progress on vaccinations will likely continue to reduce the effects of the public health crisis on the economy, but risks to the economic outlook remain.\n经济的发展路径将在很大程度上取决于疫情的走向。疫苗接种的进展可能将继续削弱公共卫生危机对经济的影响（再度重复疫苗进展遏制了疫情，删除了上次会议中公共健康危机施压经济的措辞） ，但经济前景的风险仍然存在。\nThe Committee seeks to achieve maximum employment and inflation at the rate of 2 percent over the longer run. With inflation having run persistently below this longer-run goal, the Committee will aim to achieve inflation moderately above 2 percent for some time so that inflation averages 2 percent over time and longer‑term inflation expectations remain well anchored at 2 percent. The Committee expects to maintain an accommodative stance of monetary policy until these outcomes are achieved. The Committee decided to keep the target range for the federal funds rate at 0 to 1/4 percent and expects it will be appropriate to maintain this target range until labor market conditions have reached levels consistent with the Committee's assessments of maximum employment and inflation has risen to 2 percent and is on track to moderately exceed 2 percent for some time. In addition, the Federal Reserve will continue to increase its holdings of Treasury securities by at least $80 billion per month and of agency mortgage‑backed securities by at least $40 billion per month until substantial further progress has been made toward the Committee's maximum employment and price stability goals. These asset purchases help foster smooth market functioning and accommodative financial conditions, thereby supporting the flow of credit to households and businesses.\n委员会寻求在较长时期内实现充分就业和2%的通货膨胀率。由于通胀率持续低于这一长期目标，委员会将致力于在一段时间内实现通胀率适度高于2%，以便通胀率在一段时间内平均达到2%，长期通胀预期保持在2%。委员会预计，在实现这些结果之前，将保持货币政策的宽松立场。委员会决定将联邦基金利率的目标范围保持在0-1/4％，并预计在劳动力市场条件达到与委员会对充分就业的评估相一致的水平，以及通胀率上升到2％并在一段时间内适度超过2％之前，保持这一利率目标区间将是适当的。此外，美联储将继续每月至少增持800亿美元的国债和每月至少增持400亿美元的MBS，直到在实现委员会的充分就业和价格稳定目标方面取得实质性的进一步进展。这些资产购买有助于促进平稳的市场运作和宽松的金融条件，从而支持信贷流向家庭和企业。\nIn assessing the appropriate stance of monetary policy, the Committee will continue to monitor the implications of incoming information for the economic outlook. The Committee would be prepared to adjust the stance of monetary policy as appropriate if risks emerge that could impede the attainment of the Committee's goals. The Committee's assessments will take into account a wide range of information, including readings on public health, labor market conditions, inflation pressures and inflation expectations, and financial and international developments.\n在评估货币政策的适当立场时，委员会将继续监测所收到的信息对经济前景的影响。如果出现可能阻碍委员会目标实现的风险，委员会将准备酌情调整货币政策的立场。委员会的评估将考虑到广泛的信息，包括对公共卫生、劳动力市场状况、通货膨胀压力和通货膨胀预期以及金融和国际发展的解读。\n对利率走廊框架的调整\n美联储理事会一致投票决定将对准备金余额支付的利率（IOER）定为0.15%，隔夜逆回购利率（ONRRP）定为0.05%，从2021年6月17日起生效。（分别上调了5个基点）\n此为技术性调息，政策目标利率区间还是在0%-0.25%。\n本人之前的解读如下：\n\n大幅上调了对本年度PCE通胀的预测，预计美国全年GDP增长将达到7%。 点阵图预计将在2023年启动加息，有所前移。\n此外，有七位委员认为联储应该在2022年启动加息，对2023年的利率预期也有所扩散，体现出联储内部的分歧，竟然有两位委员认为在2023年联储的政策利率将达到1.5%-1.75%的区间，对应6次25bps的加息。\n发布会笔记（实时听译，如有不准确请见谅）\nPowell：real GDP this year appears to be on track to post its fastest rate of increase in decades.\n鲍威尔：今年的美国实际GDP似乎有望实现几十年来最快的增长速度。\nPowell：Employment rate remained elevated in May at 5.8 percent and this figure understates the short fall in employment particularly as participation in the labor market has not moved up from the low rates that have prevailed for most of the past year.\n鲍威尔：5月份的失业率仍然保持在5.8%的高位，这个数字低估了失业率的短期下降，特别是由于劳动力市场的参与率并没有从过去一年大部分时间的低水平中上升。\nPowell：Beyond these effected we are seeing upward pressure on prices from the rebound in spending as the economy continues to reopen. Particularly as supply bottlenecks have limited how quickly production in some sectors can respond in the near term. These bottleneck effects have been larger than anticipated. As these transitory supply effects abate, inflation is expected to drop back toward our longer run goal and the median inflation projection falls from 3.4 percent this year to 2.1 percent next year and 2.2 percent in 2023.\nAs reopening continues, shifts in demand can be large and rapid, and bottlenecks, hiring difficulties and other constraints could continue to limit how quickly supply can adjust raising the possibility that inflation could turn out to be higher and more persistent than we expect.\n鲍威尔：除了这些影响之外，我们还看到随着经济的不断复苏，支出的反弹对价格产生了上行压力。尤其是由于供应瓶颈限制了一些部门的生产在短期内的反应速度。这些供给瓶颈的效应已经比（我们）预期的要大。随着这些过渡性供应效应的减弱，预计通胀将回落到我们的长期目标，通胀预测中值从今年的3.4%下降到明年的2.1%和2023年的2.2%。\n随着经济重启的延续，需求的变化可能是巨大而迅速的，供给瓶颈、招聘困难和其他制约因素可能继续限制供给得以调整的速度，提高了通货膨胀可能变成比我们预期的更高和更持久的可能性。\nPowell：If we saw signs that the path of inflation or longer term inflation expectations were moving materially and persistentsly beyond levels consistent with our goal, we would be prepared to adjust the stance of monetary policy.\n鲍威尔：如果我们看到有迹象表明通货膨胀的路径或较长期的通货膨胀预期正在实质性地、持续地超出符合我们目标的水平，我们将准备调整货币政策的立场。\nPowell：Of course these projections do not represent a committee decision or plan, and no one knows with any certainty where the economy will be a couple years from now.\n鲍威尔：当然，这些（点阵图的利率预测）预测并不代表委员会未来的利率决定或利率计划，没有人确切地知道几年后的经济情况。\n问题1：有关劳动力市场的预测（2023年），记者提到劳动力市场中很多工人没有随着复工而回归，可能有照顾儿童的问题，也有退休的问题，为什么联储有信心认为2023会达到充分就业？什么在阻碍人们回归劳动力市场？\n答：现在的劳动力市场、就业机会以及对工人的需求很强大，有信心，我们正迈向强大的劳动力市场——即低失业率、高参与率、且工资上升的劳动力市场。\n上一轮历史最长的经济扩张周期告诉我们，在长期经济扩张过程中，劳动力供应可以超过预期，可以超过其预估的趋势，我没有理由认为这不会再次发生。\n确实，有大量的职位空缺和大量的失业者，而填补这些职位的速度有点慢。\n这是一个非常不寻常的时期，我们真的没有一个历史模板或任何类似情况的经验，所以我认为我们必须对我们理解数据的能力保持谦虚，现在不是一个试图对劳动力市场、对通货膨胀、对政策的路径得出硬性结论的时候。我们需要看到更多的数据，需要有一点耐心。 但我认为，我们将在未来几个月看到一些事情，这将为我们的思考提供参考。\n问题2：有关通胀很高，问及还将保持利率低位多久才会感到紧张？\n答：提及木材价格和二手车价格的飙涨，认为情况会随着时间的推移而逆转，但不确定什么时候会逆转。保持临时性通胀的判断，并强调预计通胀会下降。\n问题3：有关Taper和Taper的时间点以及有关Taper的讨论。\n答：还需要更多的数据才可以推进（Taper），又重提了talking about talking about的梗，其他措辞没有什么变化，联储仍然基于未来的实质性进展对Taper做决定，并表态会提前进行沟通。\n问题4：有关长期通胀预期，以及通胀预期被锚定的问题。\n答：联储确实倾向于看长期的通胀预期，这对通胀至关重要。短期的通胀调查会随着价格的实时变化波动，所以不是一个好的指标。\n但如果我们看长期通胀预期，确实在上升。但这与我们的通胀目标一致，长期通胀目标被锚定了，处于一个合适的位置。\n问题5：有关SEP中上调经济预测和通胀预测，如果数据达标，这是否意味着“substantial further progress”？从2023年的利率预测中值来看，隐含的不只是一次加息，是否有信心说全面复苏会比预期的更乐观？\n答：委员会决定什么才是“substantial further progress”，我说了不算，下次会议我们会评估这个。\n隐含两次加息的问题，历史上发生过，这不意味着委员会的利率预测和利率计划，你去看五年前的联储会议全程记录文件会发现利率路径并不像官员预期的那样。所以不要试图通过点阵图来判断未来的利率走势。它有很大的不确定性，现在谈论加息不合时宜，我们距离目标还很早。\nFOMC对未来的判断是基于经济结果，而非按照时间规划。这次的经济预测体现出官员们认为我们会比预期的更早达到一个令我们满意的状况。\n还需要强调，加息不是我们的聚焦点，我们关心的是经济情况。加息是未来的事儿，直到我们达到充分就业。目前我们关心的是资产购买的路径。今天我们讨论了，未来还会继续讨论。\n问题6：还是有关Taper，你会如何释放Taper的信号？\n答：Our intention for this process is that it will be orderly, methodical and transparent.\n我们对Taper进行提前沟通的打算是——它将是有序的、有条不紊的且透明的。在资产负债表方面，联储要尽可能多地给予市场以“通知”，提供尽可能多的政策透明度，让人们有机会调整他们的预期，我们希望在我们取得实质性的进一步进展之前，一直从事这项沟通工作，然后作出决定。\n问题7：关于平均通胀目标以及平均通胀目标的“回溯期问题”（多长周期的平均？）\n答：我们的目标不是把2%的通胀目标当成天花板，而是希望通胀“围绕”着2%。这不是公式化的方法，而是自由裁量的。\n问题8：有关隔夜逆回购工具，美联储是否买走了太多的安全资产？今天调整ONRRP利率足以消除这种影响吗？\n答：我们认为ONRRP很好地发挥了其作用，也就是保护了我们的利率下限并保证了我们的利率区间。我们并不担心。财政部的存款账户在缩水，短债的量也在缩减，对利率构成了下行的压力，ONRRP很好地解决了这个问题。今天的调整会有一些效果，来保证利率不继续下跌以突破我们的利率区间。\n问题9：还是有关就业和工资的问题\n答：我们看得是非常广泛的就业指标。上一轮周期对我们有所启发，也就是劳动力供应在很长一段时间内超过了预期。我认为，第一条经验就是要小心评估充分就业，在上一个周期——早在2012年我来到美联储的时候，就有一波担心我们会达到充分就业。而九年后，八年后，我们仍然在创造就业机会，这相当了不起。\n你问到了工资问题。我们看到了工资的增长，这在一个强劲的经济中是很自然的事情。我们没有看到任何令人不安的东西，令人不安的指的是整个经济中非常广泛的工资上升，在没有高通货膨胀的情况下处于不可持续的水平。\n问题10：有关SLR是否会调整，因为银行被塞了一大堆存款。\n答：我们正在努力解决这个问题。遗憾的是，现在没有任何细节或时间方面的信息可以与你分享。\n问题11：有关材料价格上升（比如木材）的问题，供应商在追赶需求的提升，是否担心短缺后会出现过剩？\n答：现在还没到时候，商品从业者不希望在扩大产能后发现没有需求。现在的问题是需求非常强劲，收入很高，人们的兜里有钱。对商品的需求非常高，而且还没有下降的情况。我们看到服务行业正在重新开放，所以你看到价格正在从低点回升。\n但你说得短缺后过剩的情况，硬币的另一面是通胀可能会相当低（伴随过剩出现的价格下跌）。但目前不是我们考虑的重点。我想先看到通胀从高点回落。\n我们丝毫不排除这种情况（通胀上行）持续时间比预期长的可能性，风险是随着时间的推移演进的，它确实开始影响通胀预期。但如果我们看到通胀预期和通胀或通胀上升的情况确实大大高于我们认为符合我们目标的特征，并且持续如此，我们会毫不犹豫地使用我们的工具来解决这个问题，价格稳定是我们任务的之一，我们肯定会这样做（紧缩）。\n问题12：声明措辞里为什么删除了有关疫情施压经济的措辞？是否疫情对经济的负面影响终结了？\n答：疫情在好转，这很棒，也应该维持下去。但是英国的情况和其他地区的变种也令人担忧，现在宣布胜利为时尚早，声明只是在表达现实情况。我们看到，自3月来情况正在好转，比我们预期的要好。\n问题13：还是有关通胀的问题，为啥通胀在未来两年还能保持在2%以上？是什么因素导致的？不是临时性的吗？是因为劳动力市场吗？还是通胀预期？\n答：目前看到的只是经济重启导致的通胀上行，但，你是对的，我们的经济很灵活，可能在未来，低失业率会提升通胀，或者整个经济的资源利用率提升推升了通胀。我们也确实看到了通胀预期在新框架以后有上升。\n问题14：经济预测体现明后年增速会放缓，那么如果那时候还高通胀咋整？（滞胀问题）\n答：我们的预测是基于没有额外财政支持的情形的，明后年财政支持没有今年给力，但还是会有一个比较高的经济增长，也就是超过长期潜在产出的水平。要知道增长3%已经很不错了，之前的周期里都很难达到3%。\n很多经济学家认为经济还会以2%的年增速增长，那么如果增长高于这个数字，劳动力市场会好转，工资上升，企业会扩张投资，是否存在通胀比我们想象的高的风险？是的。我们对未来的走向没什么把握。\n我们度过疫情难关以后还是会面临近年来遏制通胀的老龄化、低生产力和全球化的压力。这些问题仍然存在。\n问题15：有关生产力和自然利率\n答：自然利率和生产率提高对联储是好事，因为这给了我们更多的降息空间。利率接近下限导致我们对危机的政策反应能力受限，以至于无法做出回应。所以更高的自然（中性）利率是一件好事，给了我们更多的空间。\n你不可能精确的估计中性利率，但我们会持续跟踪并保持警觉。\n问题16：华尔街有人喷你，有三种喷法：\n有人喷你的新框架是对实际数据做出反应而不是对预测数据做出反应，但是通胀数据很热你又倚仗“临时性通胀”这个预测觉得它会往下掉来决定货币政策。\n还有人喷你说Taper会提前沟通，但是如果数据一直比预期得好，好转的又快，那你会不会没时间“提前沟通”Taper了呢？\n还有，你说联储知道怎么遏制通胀，但是加息也会遏制经济，如果等太久导致被迫快速加息，是不是牺牲了经济增长呢？\n答：我们的框架没任何问题，你的看法像是在说联储会“落后于曲线”（behind the curve），但这不是我们面临的情况。我们现在面临的通胀是结构性的，央行要分离出通胀上升中的异质性，比如17年的手机价格战导致PCE往下掉。现在我们的情况是类似的（部分价格上升很快导致物价往上走）。这些临时性的因素都会减弱。\n有关Taper的提前沟通，该说的时候我们会说的，只要达到substantial further progress这个标准。\n第三，我们确实要平衡通胀和就业，我们还没到在两者间权衡取舍的境遇中。现在是经济在V型复苏。创造需求比使供给恢复正常容易得多，这在世界各地都一样。没有理由认为这个过程会无限期地持续下去。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048443081,"gmtCreate":1656250257743,"gmtModify":1676535792284,"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":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048443081","repostId":"1130923117","repostType":4,"repost":{"id":"1130923117","kind":"news","pubTimestamp":1656082743,"share":"https://ttm.financial/m/news/1130923117?lang=en_US&edition=fundamental","pubTime":"2022-06-24 22:59","market":"us","language":"zh","title":"Rate hike is expected to drop! U.S. consumer inflation expectations fall from 14-year high","url":"https://stock-news.laohu8.com/highlight/detail?id=1130923117","media":"华尔街见闻","summary":"虽然6月密歇根大学消费者信心指数终值不及初值，但长期通胀预期的回落，降低了美联储更激进加息的紧迫性，美股盘中涨幅显著扩大。美国6月密歇根大学消费者信心指数终值不及初值，创历史新低，较5月份数据大幅下滑","content":"<p><html><head></head><body><b>Although the final value of the University of Michigan Consumer Confidence Index in June was lower than the initial value, the fall in long-term inflation expectations reduced the urgency of the Federal Reserve's more aggressive rate hike, and the intraday gains of U.S. stocks expanded significantly.</b><b>The final value of the University of Michigan Consumer Confidence Index in June in the United States was lower than the initial value and hit a record low.</b>A sharp decline from the May data. However,<b>Consumers' long-term and short-term inflation expectations have fallen, temporarily easing market concerns about loosening long-term inflation expectations, which may also reduce the urgency of the Fed's more aggressive rate hike.</b></p><p>Data released on Friday showed that the final value of the University of Michigan Consumer Confidence Index in June was 50, compared with the expected 50.2, the initial value was 50.2, and the final value in May was 58.4. In terms of sub-indexes, the final value of the current situation index was 53.8, hitting a new low, which was lower than the expected 55.4, the initial value was 55.4, and the final value in May was 63.3; The final value of the expected index was 47.5, a slight rebound from the initial value of 46.8, and the final value in May was 55.2.</p><p><img src=\"https://static.tigerbbs.com/3f5d23d3a2a592e8efda9d1b27f709e8\" tg-width=\"800\" tg-height=\"507\" referrerpolicy=\"no-referrer\"/></p><p>Consumers of different income, age, education level, geographical region, political affiliation, shareholding status and home ownership status all experienced a decline in confidence. The sentiment of the wealthiest respondents fell to an all-time low.</p><p>In terms of inflation expectations that have attracted much attention in the market, the final value of one-year inflation expectations in June was 5.3%, the expected value was 5.4%, and the initial value was 5.4%; The previous value of 5.4% was the highest level since 1981. The final value of the five-year inflation expectation is 3.1%, the expected value is 3.3%, and the initial value is 3.3%. In the past few months, five-year inflation expectations have been in a narrow range of 2.9%-3.1%, and the early value in May once broke this range, hitting the highest since 2008, which has attracted considerable attention from the market and considered it to be long-term inflation expectations. The performance of loosening expectations and the latest five-year inflation expectations have temporarily eased this concern.</p><p><img src=\"https://static.tigerbbs.com/5a334a6a1ce552ea5c785b283db28a4d\" tg-width=\"789\" tg-height=\"493\" referrerpolicy=\"no-referrer\"/></p><p>While long-term inflation has retreated, consumers' uncertainty about long-term inflation remains at its highest level since 1991, which has surged since last year. Consumers are basically certain about the direction of the Fed's policy.</p><p><b>Earlier this month, the inflation expectations of Michigan consumer confidence played an important role in the Fed's decision to aggressively rate hike by 75 basis points. Federal Reserve Chairman Jerome Powell said at a news conference that the recovery in inflation expectations was \"quite dramatic\" and stressed the importance of the Fed keeping long-term inflation expectations stable.</b>Powell also pointed out at the time that the initial figure may be revised.</p><p>Inflation remains the top concern for consumers: 47% of consumers say inflation has eroded their living standards, only 1 percentage point below the all-time high during the Great Recession.</p><p>Consumers' assessment of the buying conditions of household durable goods deteriorated further, and the index fell to a record low.</p><p>About 79% of consumers expect bad business conditions in the coming year, the highest percentage since 2009.</p><p>Joanne Hsu, survey director of Michigan Consumer Confidence, said in a statement:</p><p>Overall, the decline in long-term inflation expectations in late June was due to an increasing proportion of consumers expecting extremely low inflation in the coming years. About half of these consumers expressed pessimistic views on the risk of economic recession or unemployment in interviews. Continued pessimism about personal finances and the economy could dampen consumer spending going forward. Consumer confidence affects economic growth in the coming months. Pessimistic consumer sentiment will suppress spending levels, thus affecting economic recovery, while optimistic consumer sentiment will help the future economy.</p><p>Boosted by a fall in inflation expectations from a 14-year high in Michigan consumer confidence,<b>Intraday gains in U.S. stocks expanded significantly.</b></p><p></body></html></p>","source":"highlight_wallstreetcn","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>Rate hike is expected to drop! U.S. consumer inflation expectations fall from 14-year high</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\">\nRate hike is expected to drop! U.S. consumer inflation expectations fall from 14-year high\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\">2022-06-24 22:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Although the final value of the University of Michigan Consumer Confidence Index in June was lower than the initial value, the fall in long-term inflation expectations reduced the urgency of the Federal Reserve's more aggressive rate hike, and the intraday gains of U.S. stocks expanded significantly.</b><b>The final value of the University of Michigan Consumer Confidence Index in June in the United States was lower than the initial value and hit a record low.</b>A sharp decline from the May data. However,<b>Consumers' long-term and short-term inflation expectations have fallen, temporarily easing market concerns about loosening long-term inflation expectations, which may also reduce the urgency of the Fed's more aggressive rate hike.</b></p><p>Data released on Friday showed that the final value of the University of Michigan Consumer Confidence Index in June was 50, compared with the expected 50.2, the initial value was 50.2, and the final value in May was 58.4. In terms of sub-indexes, the final value of the current situation index was 53.8, hitting a new low, which was lower than the expected 55.4, the initial value was 55.4, and the final value in May was 63.3; The final value of the expected index was 47.5, a slight rebound from the initial value of 46.8, and the final value in May was 55.2.</p><p><img src=\"https://static.tigerbbs.com/3f5d23d3a2a592e8efda9d1b27f709e8\" tg-width=\"800\" tg-height=\"507\" referrerpolicy=\"no-referrer\"/></p><p>Consumers of different income, age, education level, geographical region, political affiliation, shareholding status and home ownership status all experienced a decline in confidence. The sentiment of the wealthiest respondents fell to an all-time low.</p><p>In terms of inflation expectations that have attracted much attention in the market, the final value of one-year inflation expectations in June was 5.3%, the expected value was 5.4%, and the initial value was 5.4%; The previous value of 5.4% was the highest level since 1981. The final value of the five-year inflation expectation is 3.1%, the expected value is 3.3%, and the initial value is 3.3%. In the past few months, five-year inflation expectations have been in a narrow range of 2.9%-3.1%, and the early value in May once broke this range, hitting the highest since 2008, which has attracted considerable attention from the market and considered it to be long-term inflation expectations. The performance of loosening expectations and the latest five-year inflation expectations have temporarily eased this concern.</p><p><img src=\"https://static.tigerbbs.com/5a334a6a1ce552ea5c785b283db28a4d\" tg-width=\"789\" tg-height=\"493\" referrerpolicy=\"no-referrer\"/></p><p>While long-term inflation has retreated, consumers' uncertainty about long-term inflation remains at its highest level since 1991, which has surged since last year. Consumers are basically certain about the direction of the Fed's policy.</p><p><b>Earlier this month, the inflation expectations of Michigan consumer confidence played an important role in the Fed's decision to aggressively rate hike by 75 basis points. Federal Reserve Chairman Jerome Powell said at a news conference that the recovery in inflation expectations was \"quite dramatic\" and stressed the importance of the Fed keeping long-term inflation expectations stable.</b>Powell also pointed out at the time that the initial figure may be revised.</p><p>Inflation remains the top concern for consumers: 47% of consumers say inflation has eroded their living standards, only 1 percentage point below the all-time high during the Great Recession.</p><p>Consumers' assessment of the buying conditions of household durable goods deteriorated further, and the index fell to a record low.</p><p>About 79% of consumers expect bad business conditions in the coming year, the highest percentage since 2009.</p><p>Joanne Hsu, survey director of Michigan Consumer Confidence, said in a statement:</p><p>Overall, the decline in long-term inflation expectations in late June was due to an increasing proportion of consumers expecting extremely low inflation in the coming years. About half of these consumers expressed pessimistic views on the risk of economic recession or unemployment in interviews. Continued pessimism about personal finances and the economy could dampen consumer spending going forward. Consumer confidence affects economic growth in the coming months. Pessimistic consumer sentiment will suppress spending levels, thus affecting economic recovery, while optimistic consumer sentiment will help the future economy.</p><p>Boosted by a fall in inflation expectations from a 14-year high in Michigan consumer confidence,<b>Intraday gains in U.S. stocks expanded significantly.</b></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3662973\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3662973","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1130923117","content_text":"虽然6月密歇根大学消费者信心指数终值不及初值，但长期通胀预期的回落，降低了美联储更激进加息的紧迫性，美股盘中涨幅显著扩大。美国6月密歇根大学消费者信心指数终值不及初值，创历史新低，较5月份数据大幅下滑。不过，消费者的长期和短期通胀预期均有所回落，令市场对长期通胀预期松动的担忧暂时缓解，这也可能会降低美联储更激进加息的紧迫性。周五公布的数据显示，美国6月密歇根大学消费者信心指数终值50，预期50.2，初值50.2，5月终值58.4。分项指数方面，现况指数终值53.8，再创新低，不及预期的55.4，初值55.4，5月终值63.3；预期指数终值47.5，较初值的46.8小幅回升，5月终值55.2。不同收入、年龄、教育程度、地理区域、政治派别、持股情况和房屋所有权状况的消费者们，信心均出现下降。最富有的受访者们的情绪跌至历史最低点。市场备受关注的通胀预期方面，6月1年通胀预期终值5.3%，预期5.4%，初值5.4%；此前5.4%的数值为1981年以来的最高水平。5年通胀预期终值3.1%，预期3.3%，初值3.3%。过去几个月，5年通胀预期均处在2.9%-3.1%的窄幅波动区间，而5月初值一度打破该区间，创2008年以来的最高，令市场颇为关注，认为是长期通胀预期松动的表现，最新5年期通胀预期，令这种担忧暂时缓解。虽然长期通胀回落，但消费者们对长期通胀的不确定性仍然是自1991年以来的最高水平，这种不确定性自去年以来就在激增。消费者们对美联储政策的方向基本确定。本月早些时候，密歇根消费者信心的通胀预期结果，在美联储决定激进加息75个基点中起到了重要作用。美联储主席鲍威尔在新闻发布会上表示，通胀预期的回升“相当引人注目”，并强调了美联储保持长期通胀预期稳定的重要性。鲍威尔当时还指出，初值数字可能会被修改。通货膨胀仍然是消费者们最关心的问题：47%的消费者说通货膨胀侵蚀了他们的生活水平，仅比大衰退期间的历史最高水平低1个百分点。消费者们对家庭耐用品的购买条件评估进一步恶化，该指数跌至历史新低。大约79%的消费者预计未来一年的商业状况会很糟糕，这一比例创2009年以来最高。密歇根消费者信心的调查主任Joanne Hsu在一份声明中说：总体而言，6月下旬长期通胀预期的下降是由于预期未来几年通胀极低的消费者比例在增加。这些消费者中约有一半的人，在采访中表达了对经济衰退或失业风险的悲观看法。对个人财务和经济的持续悲观情绪可能会抑制未来的消费者支出。消费者信心影响着未来几个月的经济增长。悲观的消费者情绪会抑制支出水平、从而影响经济复苏，乐观的消费者情绪则有助于未来经济。受密歇根消费者信心中通胀预期自14年高点回落提振，美股盘中涨幅显著扩大。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095942066,"gmtCreate":1644809963548,"gmtModify":1676533963936,"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/9095942066","repostId":"1128075445","repostType":4,"repost":{"id":"1128075445","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":1644793234,"share":"https://ttm.financial/m/news/1128075445?lang=en_US&edition=fundamental","pubTime":"2022-02-14 07:00","market":"fut","language":"zh","title":"This Week's Preview: Fed Meeting Minutes Hit! Nvidia reports earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1128075445","media":"老虎资讯综合","summary":"摘要：本周美联储将公布1月会议纪要、恒生指数公司将宣布新的检讨结果；美国零售销售月率、美国初请失业金等数据出炉；$沃尔玛$、$英伟达$、$思科$等公司将公布财报业绩。事实上，美联储审查和决定联邦储备银行收取的预付利率和贴现率的闭门会议，本身就是美联储惯例的日程安排。","content":"<p><html><head></head><body><b>Summary:</b>This week, the Federal Reserve will release the minutes of its January meeting, and the Hang Seng Index Company will announce the new review results; U.S. retail sales monthly rate, U.S. initial jobless claims and other data were released;<a href=\"https://laohu8.com/S/WMT\">Walmart</a>、<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>、<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>The company will announce its financial results.<img src=\"https://static.tigerbbs.com/0fa23b5bea810b0bdd42a63f46561808\" tg-width=\"1878\" tg-height=\"2048\" referrerpolicy=\"no-referrer\"/></p><p><b><b>Monday Keywords:</b></b><b>Bullard, the voting committee of the Federal Reserve, delivered a speech this year;</b><b><b>Meihua International IPO</b></b></p><p><b>In terms of events:</b>Focus on the interview with Bullard, the voting committee member of the Federal Reserve this year, on CNBC, who will continue to make public speeches on the outlook for economic and monetary policy.</p><p><b>For new shares:</b>Meihua International, a supplier of disposable medical equipment, will land on Nasdaq.</p><p><b>Keywords on Tuesday: US PPI; Federal Reserve Board of Governors Meets Closed Doors; Roblox Earnings</b></p><p><img src=\"https://static.tigerbbs.com/1db19e146c99ea293f3299fbd0737680\" tg-width=\"535\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p><b>In terms of data:</b>Pay attention to the U.S. PPI monthly rate. The overall U.S. PPI in December rose slightly by 0.2% compared with November, lower than the expected 0.4%, and far less than the 1.0% increase in November (revised figure); Compared with a year ago, the increase is still as high as 9.7%, slightly lower than the 9.8% increase in November and market estimates.</p><p><b>In terms of events:</b>The Federal Reserve Board of Governors meets behind closed doors to review and decide on lending ratios and discount rates. Judging from past experience, there is actually nothing special about similar closed-door meetings of the Federal Reserve. In fact, closed-door meetings of the Federal Reserve to review and determine the advance and discount rates charged by the Federal Reserve Bank are itself the schedule of the Federal Reserve's usual practice.</p><p><b>Financial report:</b>Roblox will release its financial report after the U.S. stock market closes.</p><p><b>Keywords on Wednesday: China CPI; U.S. retail sales monthly rate; Nvidia, Cisco, Shopify Earnings</b></p><p><img src=\"https://static.tigerbbs.com/690706be7de6a57e27197d25d751ed6c\" tg-width=\"535\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p><p><b>In terms of data:</b>The National Bureau of Statistics will announce the CPI data for January, and the United States will announce the monthly rate of retail sales.</p><p>China's consumer price inflation is likely to slow in January, with year-on-year gains set to fall below 1% due to falling food prices. CPI is expected to rise 0.9% year-on-year in January, down from 1.5% in December 2021.</p><p>U.S. retail sales plummeted 1.9% in December from November, the largest drop in 10 months, highlighting concerns about the spread of new variants of the virus and high inflation impacting consumer demand.</p><p><b>Financial report:<a href=\"https://laohu8.com/S/KHC\">Kraft Heinz</a>、<a href=\"https://laohu8.com/S/HLT\">Hilton Hotel</a>, Shopify will release its financial report before the U.S. stock market opens; Nvidia and Cisco will release financial reports after the U.S. stock market closes.</b></p><p><b>Keywords on Thursday: U.S. initial request; Federal Reserve FOMC releases minutes of monetary policy meeting; Walmart,</b><b>Roku</b><b>Financial Statements</b></p><p><img src=\"https://static.tigerbbs.com/7c96e25d0b0d68f25d65f6fed0c25f61\" tg-width=\"535\" tg-height=\"212\" referrerpolicy=\"no-referrer\"/></p><p><b>In terms of data:</b>U.S. jobless claims fell for the third straight week, indicating that the job market is recovering from the contagion of the Omicron. Data released by the U.S. Department of Labor on Thursday showed that the number of initial jobless claims in the week ended February 5 was 223,000, a decrease of about 16,000 from the previous statistical week and lower than economists' forecast of 230,000. There is still room for further decline in jobless claims.</p><p><b>In terms of events:</b>The Federal Reserve FOMC will also release the minutes of the meeting. Markets will be watching closely for new insights from policymakers on rate hike's plans, inflation outlook and balance sheet comments.</p><p><b>Financial report:</b>Wal-Mart will release its financial report before the U.S. stock market opens; Roku will release its earnings report after the U.S. stock market closes.</p><p><b>Friday Keywords: Hang Seng Index Company announces new review results; Huitongda Network Listing</b></p><p><img src=\"https://static.tigerbbs.com/1e183cc0b39f1e0bd40dc5ab69fc7b68\" tg-width=\"535\" tg-height=\"193\" referrerpolicy=\"no-referrer\"/></p><p><b>In terms of events:</b>Federal Reserve voting committee Bullard this year, 2023 voting committee Evans, and Federal Reserve Governor Waller delivered speeches on the outlook for the U.S. economy and monetary policy respectively.</p><p>The Hang Seng Index Company will announce the results of the Hang Seng Index Series Review for the fourth quarter of 2021.</p><p><b>For new shares:</b>Huitongda Network will be listed in Hong Kong.</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>This Week's Preview: Fed Meeting Minutes Hit! Nvidia reports earnings</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\">\nThis Week's Preview: Fed Meeting Minutes Hit! Nvidia reports earnings\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\">2022-02-14 07:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary:</b>This week, the Federal Reserve will release the minutes of its January meeting, and the Hang Seng Index Company will announce the new review results; U.S. retail sales monthly rate, U.S. initial jobless claims and other data were released;<a href=\"https://laohu8.com/S/WMT\">Walmart</a>、<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>、<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>The company will announce its financial results.<img src=\"https://static.tigerbbs.com/0fa23b5bea810b0bdd42a63f46561808\" tg-width=\"1878\" tg-height=\"2048\" referrerpolicy=\"no-referrer\"/></p><p><b><b>Monday Keywords:</b></b><b>Bullard, the voting committee of the Federal Reserve, delivered a speech this year;</b><b><b>Meihua International IPO</b></b></p><p><b>In terms of events:</b>Focus on the interview with Bullard, the voting committee member of the Federal Reserve this year, on CNBC, who will continue to make public speeches on the outlook for economic and monetary policy.</p><p><b>For new shares:</b>Meihua International, a supplier of disposable medical equipment, will land on Nasdaq.</p><p><b>Keywords on Tuesday: US PPI; Federal Reserve Board of Governors Meets Closed Doors; Roblox Earnings</b></p><p><img src=\"https://static.tigerbbs.com/1db19e146c99ea293f3299fbd0737680\" tg-width=\"535\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p><b>In terms of data:</b>Pay attention to the U.S. PPI monthly rate. The overall U.S. PPI in December rose slightly by 0.2% compared with November, lower than the expected 0.4%, and far less than the 1.0% increase in November (revised figure); Compared with a year ago, the increase is still as high as 9.7%, slightly lower than the 9.8% increase in November and market estimates.</p><p><b>In terms of events:</b>The Federal Reserve Board of Governors meets behind closed doors to review and decide on lending ratios and discount rates. Judging from past experience, there is actually nothing special about similar closed-door meetings of the Federal Reserve. In fact, closed-door meetings of the Federal Reserve to review and determine the advance and discount rates charged by the Federal Reserve Bank are itself the schedule of the Federal Reserve's usual practice.</p><p><b>Financial report:</b>Roblox will release its financial report after the U.S. stock market closes.</p><p><b>Keywords on Wednesday: China CPI; U.S. retail sales monthly rate; Nvidia, Cisco, Shopify Earnings</b></p><p><img src=\"https://static.tigerbbs.com/690706be7de6a57e27197d25d751ed6c\" tg-width=\"535\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p><p><b>In terms of data:</b>The National Bureau of Statistics will announce the CPI data for January, and the United States will announce the monthly rate of retail sales.</p><p>China's consumer price inflation is likely to slow in January, with year-on-year gains set to fall below 1% due to falling food prices. CPI is expected to rise 0.9% year-on-year in January, down from 1.5% in December 2021.</p><p>U.S. retail sales plummeted 1.9% in December from November, the largest drop in 10 months, highlighting concerns about the spread of new variants of the virus and high inflation impacting consumer demand.</p><p><b>Financial report:<a href=\"https://laohu8.com/S/KHC\">Kraft Heinz</a>、<a href=\"https://laohu8.com/S/HLT\">Hilton Hotel</a>, Shopify will release its financial report before the U.S. stock market opens; Nvidia and Cisco will release financial reports after the U.S. stock market closes.</b></p><p><b>Keywords on Thursday: U.S. initial request; Federal Reserve FOMC releases minutes of monetary policy meeting; Walmart,</b><b>Roku</b><b>Financial Statements</b></p><p><img src=\"https://static.tigerbbs.com/7c96e25d0b0d68f25d65f6fed0c25f61\" tg-width=\"535\" tg-height=\"212\" referrerpolicy=\"no-referrer\"/></p><p><b>In terms of data:</b>U.S. jobless claims fell for the third straight week, indicating that the job market is recovering from the contagion of the Omicron. Data released by the U.S. Department of Labor on Thursday showed that the number of initial jobless claims in the week ended February 5 was 223,000, a decrease of about 16,000 from the previous statistical week and lower than economists' forecast of 230,000. There is still room for further decline in jobless claims.</p><p><b>In terms of events:</b>The Federal Reserve FOMC will also release the minutes of the meeting. Markets will be watching closely for new insights from policymakers on rate hike's plans, inflation outlook and balance sheet comments.</p><p><b>Financial report:</b>Wal-Mart will release its financial report before the U.S. stock market opens; Roku will release its earnings report after the U.S. stock market closes.</p><p><b>Friday Keywords: Hang Seng Index Company announces new review results; Huitongda Network Listing</b></p><p><img src=\"https://static.tigerbbs.com/1e183cc0b39f1e0bd40dc5ab69fc7b68\" tg-width=\"535\" tg-height=\"193\" referrerpolicy=\"no-referrer\"/></p><p><b>In terms of events:</b>Federal Reserve voting committee Bullard this year, 2023 voting committee Evans, and Federal Reserve Governor Waller delivered speeches on the outlook for the U.S. economy and monetary policy respectively.</p><p>The Hang Seng Index Company will announce the results of the Hang Seng Index Series Review for the fourth quarter of 2021.</p><p><b>For new shares:</b>Huitongda Network will be listed in Hong Kong.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128075445","content_text":"摘要：本周美联储将公布1月会议纪要、恒生指数公司将宣布新的检讨结果；美国零售销售月率、美国初请失业金等数据出炉；沃尔玛、英伟达、思科等公司将公布财报业绩。周一关键词：美联储今年票委布拉德发表讲话；美华国际IPO事件方面：重点留意美联储今年票委布拉德在CNBC上的采访，其将继续就经济和货币政策前景进行公开发言。新股方面：一次性医疗设备供应商美华国际将登陆纳斯达克。周二关键词：美国PPI；美联储理事会召开闭门会议；Roblox财报数据方面：关注美国PPI月率。美国12月整体PPI比11月小幅上升0.2%，低于预估的0.4%，更远小于11月时的1.0%升幅（修正后数字）；与一年前相比，升幅仍高达9.7%，比11月及市场预估的升幅9.8%微降。事件方面：美联储理事会召开闭门会议，审查并决定放贷比例和贴现率。从过往经历来看，美联储类似的闭门会议其实并没有任何的特殊之处。事实上，美联储审查和决定联邦储备银行收取的预付利率和贴现率的闭门会议，本身就是美联储惯例的日程安排。财报方面：Roblox将于美股盘后发布财报。周三关键词：中国CPI；美国零售销售月率；英伟达、思科、Shopify财报数据方面：国家统计局将公布1月份CPI数据、美国将公布零售销售月率。中国1月消费者价格通胀可能放缓，受食品价格下跌影响，同比涨幅将跌破1%。预计1月份CPI同比上涨0.9%，低于2021年12月的1.5%。美国12月零售额较11月骤减1.9％，创下10个月来最大降幅，凸显新变种病毒蔓延引发忧虑，和通胀居高不下冲击消费者需求。财报方面：卡夫亨氏、希尔顿酒店、Shopify将于美股盘前发布财报；英伟达、思科将于美股盘后发布财报。周四关键词：美国初请；美联储FOMC公布货币政策会议纪要；沃尔玛、Roku财报数据方面：美国初请失业金人数连续第三周下降，表明就业市场正从奥密克戎蔓延中恢复。美国劳工部周四公布的数据显示，截至2月5日的当周，首次申请失业救济人数为22.3万，较上一统计周减少约1.6万，低于经济学家预测的23万。初请失业金人数仍有进一步下降的空间。事件方面：美联储FOMC还将公布会议纪要。市场将密切关注决策者有关加息计划、通胀前景和资产负债表评论的新见解。财报方面：沃尔玛将于美股盘前发布财报；Roku将于美股盘后发布财报。周五关键词：恒生指数公司宣布新的检讨结果；汇通达网络上市事件方面：美联储今年票委布拉德、2023年票委埃文斯和美联储理事沃勒分别就美国经济和货币政策前景发表讲话。恒生指数公司将公布2021年第四季度之恒生指数系列检讨结果。新股方面：汇通达网络将赴港上市。","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096701076,"gmtCreate":1644455661633,"gmtModify":1676533928563,"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/9096701076","repostId":"1172955355","repostType":4,"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811349156,"gmtCreate":1630291857175,"gmtModify":1676530259285,"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/811349156","repostId":"1174563514","repostType":4,"repost":{"id":"1174563514","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":1630277271,"share":"https://ttm.financial/m/news/1174563514?lang=en_US&edition=fundamental","pubTime":"2021-08-30 06:47","market":"us","language":"zh","title":"This week's preview: U.S. non-farm payrolls are coming in August! Meituan and Li Auto are about to release the list","url":"https://stock-news.laohu8.com/highlight/detail?id=1174563514","media":"老虎资讯综合","summary":"摘要：经济数据方面，中国8月官方制造业PMI数据，美国8月ADP就业人数数据，美国8月非农就业报告数据值得关注；事件方面，聚焦OPEC与非OPEC产油国举行第20次部长级会议；财报方面，美团、网易、中","content":"<p><b>Summary:</b>In terms of economic data, China's official manufacturing PMI data in August, U.S. ADP employment data in August, and U.S. non-farm payrolls report data in August deserve attention; In terms of events, focus on the 20th ministerial meeting between OPEC and non-OPEC oil-producing countries; In terms of financial reports, Meituan,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/03333\">China Evergrande</a>、<a href=\"https://laohu8.com/S/ZM\">Zoom</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/00520\">Xiabuxiabu</a>Financial reports will be announced one after another.<b>Monday (August 30) Keywords: Eurozone consumer confidence index in August; Meituan, Xiabuxiabu, Li Auto, Zoom, Dingdong Maicai financial reports</b></p><p><img src=\"https://static.tigerbbs.com/5f77ec6d23c6725f301150cf61e41211\" tg-width=\"781\" tg-height=\"340\" referrerpolicy=\"no-referrer\"></p><p><b>According to the data of the European Commission on July 29, the Economic Sentiment Index of the euro zone hit a record high in July, but consumer optimism declined. The slowdown in the growth rate of the index may suggest that the peak is approaching.</b></p><p>According to the European Commission, a monthly survey of 19 euro zone countries showed that Economic Sentiment Index rose to 119.0 points in July, the highest since data collection began in 1985, and even higher than the 21-year high of 117.9 points set in June.</p><p>However, as the positive impact of the reopening of economic activity began to wane, and concerns surrounding the Delta variant of the virus, the index grew at a slower pace.</p><p><b>In terms of financial reports: Hong Kong stocks Meituan and Xiabuxiabu; U.S. stocks Li Auto (pre-market), Zoom (after-market),<a href=\"https://laohu8.com/S/DDL\">ding-dong</a>Grocery shopping (pre-market)</b></p><p><b>Tuesday (August 31) Keywords: China's official manufacturing PMI in August;<a href=\"https://laohu8.com/S/02162\">Connoa-B</a>, China Evergrande, NetEase financial reports</b></p><p><img src=\"https://static.tigerbbs.com/8c46953d312abb61ba69fddc2c19ecd1\" tg-width=\"782\" tg-height=\"772\" referrerpolicy=\"no-referrer\"></p><p>China's official non-manufacturing PMI in July showed a decline in construction activity, but given the timing of the survey, the data failed to reflect the impact of the Delta strain epidemic on the service industry. The trend of non-manufacturing activity may reverse in August, with construction activity performing better, while services struggled under the impact of the pandemic.</p><p>At present, the market expects that China's official manufacturing PMI in August will continue to remain in the expansion area, but will fall slightly from 50.4 in July to 50.1. Similarly, Caixin's manufacturing PMI, which focuses on export-oriented enterprises, may fall to 50.2, compared with 50.3 in July. It is estimated that China's official non-manufacturing PMI in August may fall back to 51.7 from 53.3 in July.</p><p><b>In terms of financial reports: Hong Kong stocks Conoya-B, China Evergrande; US stock NetEase (pre-market)</b></p><p><b>For new shares:<a href=\"https://laohu8.com/S/DDI\">DoubleDown Interactive</a></b><b>、</b><b>FOCUS UNIVERSAL INC.</b><b>Listed on Nasdaq.</b></p><p><b>Keywords for Wednesday, September 1: US ISM Manufacturing PMI; C3. ai Inc, Okta Earnings</b></p><p><img src=\"https://static.tigerbbs.com/be9e5ef7542d86a32fdaea6d9591db2e\" tg-width=\"702\" tg-height=\"815\" referrerpolicy=\"no-referrer\"></p><p>Data released by the Institute for Supply Management (ISM) on August 2 showed that the U.S. ISM manufacturing PMI recorded 59.50 in July, slightly worse than the expected 60.9, marking the second consecutive month of slowdown. The manufacturing new orders index was 64.9, expected to be 64.3, and 66 in June. This is the second consecutive month that the sub-index has declined. However, as factory inventories remain tight and corporate warehouses are almost empty, the slowdown in new orders is expected to improve in the future.<b>The market currently expects the U.S. ISM manufacturing PMI to be 59 in August.</b></p><p><b>In terms of financial reports: US stocks C3. ai Inc, Okta (after-hours)</b></p><p><b>KEYWORDS for Thursday, September 2: changes in initial jobless claims; Broadcom Earnings</b></p><p><img src=\"https://static.tigerbbs.com/8829df5db762393f0591564141d29373\" tg-width=\"786\" tg-height=\"768\" referrerpolicy=\"no-referrer\"></p><p>The number of initial jobless claims in the United States rose for the first time in five weeks, and the road to a full recovery of the labor market is still not smooth. Data released by the U.S. Department of Labor on August 26th showed that in the week ending August 21st, the number of initial jobless claims reached 353,000, an increase of 4,000 from the previous week. The median estimate in a Bloomberg survey was 350,000. Continuing jobless claims fell slightly to 2.9 million for the week ending August 14.</p><p><b>In terms of financial report: US stock Broadcom (after-hours)</b></p><p><b>KEYWORDS FRIDAY, SEPTEMBER 3: U.S. August non-farm payrolls report</b></p><p><img src=\"https://static.tigerbbs.com/752941809f6b53293d13c24e4c4c7a69\" tg-width=\"779\" tg-height=\"583\" referrerpolicy=\"no-referrer\"></p><p>Nearly 1.9 million new jobs were added in June and July, but analysts struggled to judge whether this pace can be sustained. It is preliminarily estimated that jobs will increase by 763,000 in August, but at the beginning of this week or after ADP releases its private employment report on Wednesday, pay attention to whether the latest estimate is released.</p><p>A continuation of the growth of the previous two months may be enough for Fed officials to announce that they have made \"substantial further progress\" towards achieving the goals of full employment and price stability. This could lead to a decision at the September meeting on the long-awaited \"tapering\" of the Fed's $120 billion monthly bond purchases, or at least trigger a more heated debate.</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>This week's preview: U.S. non-farm payrolls are coming in August! Meituan and Li Auto are about to release the list</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\">\nThis week's preview: U.S. non-farm payrolls are coming in August! Meituan and Li Auto are about to release the list\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-30 06:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Summary:</b>In terms of economic data, China's official manufacturing PMI data in August, U.S. ADP employment data in August, and U.S. non-farm payrolls report data in August deserve attention; In terms of events, focus on the 20th ministerial meeting between OPEC and non-OPEC oil-producing countries; In terms of financial reports, Meituan,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/03333\">China Evergrande</a>、<a href=\"https://laohu8.com/S/ZM\">Zoom</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/00520\">Xiabuxiabu</a>Financial reports will be announced one after another.<b>Monday (August 30) Keywords: Eurozone consumer confidence index in August; Meituan, Xiabuxiabu, Li Auto, Zoom, Dingdong Maicai financial reports</b></p><p><img src=\"https://static.tigerbbs.com/5f77ec6d23c6725f301150cf61e41211\" tg-width=\"781\" tg-height=\"340\" referrerpolicy=\"no-referrer\"></p><p><b>According to the data of the European Commission on July 29, the Economic Sentiment Index of the euro zone hit a record high in July, but consumer optimism declined. The slowdown in the growth rate of the index may suggest that the peak is approaching.</b></p><p>According to the European Commission, a monthly survey of 19 euro zone countries showed that Economic Sentiment Index rose to 119.0 points in July, the highest since data collection began in 1985, and even higher than the 21-year high of 117.9 points set in June.</p><p>However, as the positive impact of the reopening of economic activity began to wane, and concerns surrounding the Delta variant of the virus, the index grew at a slower pace.</p><p><b>In terms of financial reports: Hong Kong stocks Meituan and Xiabuxiabu; U.S. stocks Li Auto (pre-market), Zoom (after-market),<a href=\"https://laohu8.com/S/DDL\">ding-dong</a>Grocery shopping (pre-market)</b></p><p><b>Tuesday (August 31) Keywords: China's official manufacturing PMI in August;<a href=\"https://laohu8.com/S/02162\">Connoa-B</a>, China Evergrande, NetEase financial reports</b></p><p><img src=\"https://static.tigerbbs.com/8c46953d312abb61ba69fddc2c19ecd1\" tg-width=\"782\" tg-height=\"772\" referrerpolicy=\"no-referrer\"></p><p>China's official non-manufacturing PMI in July showed a decline in construction activity, but given the timing of the survey, the data failed to reflect the impact of the Delta strain epidemic on the service industry. The trend of non-manufacturing activity may reverse in August, with construction activity performing better, while services struggled under the impact of the pandemic.</p><p>At present, the market expects that China's official manufacturing PMI in August will continue to remain in the expansion area, but will fall slightly from 50.4 in July to 50.1. Similarly, Caixin's manufacturing PMI, which focuses on export-oriented enterprises, may fall to 50.2, compared with 50.3 in July. It is estimated that China's official non-manufacturing PMI in August may fall back to 51.7 from 53.3 in July.</p><p><b>In terms of financial reports: Hong Kong stocks Conoya-B, China Evergrande; US stock NetEase (pre-market)</b></p><p><b>For new shares:<a href=\"https://laohu8.com/S/DDI\">DoubleDown Interactive</a></b><b>、</b><b>FOCUS UNIVERSAL INC.</b><b>Listed on Nasdaq.</b></p><p><b>Keywords for Wednesday, September 1: US ISM Manufacturing PMI; C3. ai Inc, Okta Earnings</b></p><p><img src=\"https://static.tigerbbs.com/be9e5ef7542d86a32fdaea6d9591db2e\" tg-width=\"702\" tg-height=\"815\" referrerpolicy=\"no-referrer\"></p><p>Data released by the Institute for Supply Management (ISM) on August 2 showed that the U.S. ISM manufacturing PMI recorded 59.50 in July, slightly worse than the expected 60.9, marking the second consecutive month of slowdown. The manufacturing new orders index was 64.9, expected to be 64.3, and 66 in June. This is the second consecutive month that the sub-index has declined. However, as factory inventories remain tight and corporate warehouses are almost empty, the slowdown in new orders is expected to improve in the future.<b>The market currently expects the U.S. ISM manufacturing PMI to be 59 in August.</b></p><p><b>In terms of financial reports: US stocks C3. ai Inc, Okta (after-hours)</b></p><p><b>KEYWORDS for Thursday, September 2: changes in initial jobless claims; Broadcom Earnings</b></p><p><img src=\"https://static.tigerbbs.com/8829df5db762393f0591564141d29373\" tg-width=\"786\" tg-height=\"768\" referrerpolicy=\"no-referrer\"></p><p>The number of initial jobless claims in the United States rose for the first time in five weeks, and the road to a full recovery of the labor market is still not smooth. Data released by the U.S. Department of Labor on August 26th showed that in the week ending August 21st, the number of initial jobless claims reached 353,000, an increase of 4,000 from the previous week. The median estimate in a Bloomberg survey was 350,000. Continuing jobless claims fell slightly to 2.9 million for the week ending August 14.</p><p><b>In terms of financial report: US stock Broadcom (after-hours)</b></p><p><b>KEYWORDS FRIDAY, SEPTEMBER 3: U.S. August non-farm payrolls report</b></p><p><img src=\"https://static.tigerbbs.com/752941809f6b53293d13c24e4c4c7a69\" tg-width=\"779\" tg-height=\"583\" referrerpolicy=\"no-referrer\"></p><p>Nearly 1.9 million new jobs were added in June and July, but analysts struggled to judge whether this pace can be sustained. It is preliminarily estimated that jobs will increase by 763,000 in August, but at the beginning of this week or after ADP releases its private employment report on Wednesday, pay attention to whether the latest estimate is released.</p><p>A continuation of the growth of the previous two months may be enough for Fed officials to announce that they have made \"substantial further progress\" towards achieving the goals of full employment and price stability. This could lead to a decision at the September meeting on the long-awaited \"tapering\" of the Fed's $120 billion monthly bond purchases, or at least trigger a more heated debate.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","GLD":"黄金ETF-SPDR","GDX":"黄金矿业ETF-VanEck","HSI":"恒生指数","DUST":"二倍做空黄金矿业指数ETF-Direxion",".SPX":"S&P 500 Index","NUGT":"二倍做多黄金矿业指数ETF-Direxion","03690":"美团-W",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","IAU":"黄金信托ETF-iShares","HSTECH":"恒生科技指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174563514","content_text":"摘要：经济数据方面，中国8月官方制造业PMI数据，美国8月ADP就业人数数据，美国8月非农就业报告数据值得关注；事件方面，聚焦OPEC与非OPEC产油国举行第20次部长级会议；财报方面，美团、网易、中国恒大、Zoom、理想汽车、呷哺呷哺将陆续公布财报。\n\n周一（8月30日）关键词：欧元区8月消费者信心指数；美团、呷哺呷哺、理想汽车、Zoom、叮咚买菜财报\n\n欧盟执委会7月29日的数据显示，欧元区7月经济景气指数创下历史新高，但消费者的乐观情绪有所下降，该指数增速放缓或暗示峰值即将接近。\n欧盟执委会称，针对19个欧元区国家所做的月度调查显示，7月经济景气指数上升至119.0点，创下自1985年开始收集数据以来的最高纪录，比6月创下的21年高位117.9点还要更高。\n然而，随着经济活动重新开放的积极影响开始减弱，以及围绕Delta变种病毒的担忧，该指数增长速度放缓。\n财报方面：港股美团、呷哺呷哺；美股理想汽车（盘前）、Zoom（盘后）、叮咚买菜（盘前）\n周二（8月31日）关键词：中国8月官方制造业PMI；康诺亚-B、中国恒大、网易财报\n\n中国7月官方非制造业PMI显示建筑业活动有所回落，但考虑到调查的时间，数据没能反映出德尔塔毒株疫情对服务业的打击。8月非制造业活动趋势可能逆转，建筑业活动表现更好，而服务业则在疫情影响下陷入困境。\n目前市场预计中国8月官方制造业PMI将继续保持在扩张区域，但将从7月的50.4小幅回落至50.1。同样，侧重出口导向型企业的财新制造业PMI可能会降至50.2，7月为50.3。据估计，中国8月官方非制造业PMI可能从7月的53.3回落至51.7。\n财报方面：港股康诺亚-B、中国恒大；美股网易（盘前）\n新股方面：DoubleDown Interactive、FOCUS UNIVERSAL INC.在纳斯达克上市。\n9月1日周三关键词：美国ISM制造业PMI；C3.ai Inc、Okta财报\n\n美国供应管理协会(ISM)8月2日公布的数据显示，美国7月ISM制造业PMI录得59.50，略微差于预期60.9，为连续第二个月放缓。制造业新订单指数64.9，预期64.3，6月为66。这是该分项指数连续第二个月下降。不过，由于工厂库存仍然紧张，且企业仓库几乎是空的，预计未来新订单放缓的形势会转好。目前市场预计美国8月ISM制造业PMI为59。\n财报方面：美股C3.ai Inc、Okta（盘后）\n9月2日周四关键词：初请失业金人数变动；博通财报\n\n美国首次申请失业救济人数五周来首次上升，劳动力市场迈向全面复苏的道路仍非坦途。美国劳工部8月26日公布的数据显示，在截至8月21日一周，首次申领失业救济人数达35.3万，比前一周增加4,000。彭博调查预估中值为35万。截至8月14日当周持续申请失业救济人数略微下降至290万。\n财报方面：美股博通（盘后）\n9月3日周五关键词：美国8月非农就业报告\n\n6月和7月新增了近190万个就业岗位，但分析师们难以判断这一速度能否持续。初步估计8月就业岗位增加76.3万个，但本周初或在周三ADP公布民间就业报告后，留意是否有最新预估公布。\n若延续前两个月的增势，可能足以让美联储官员宣布，他们在实现充分就业和物价稳定目标方面取得了“实质性的进一步进展”。这样就可能在9月会议上就外界期待已久的“缩减”美联储每月1,200亿美元购债做出决定，或者至少引发一场更激烈的辩论。","news_type":1,"symbols_score_info":{"159934":0.9,"518880":0.9,"GLD":0.9,"SGCmain":0.9,".DJI":0.9,"MGCmain":0.9,"GDX":0.9,"NUGT":0.9,"SGUmain":0.9,"DUST":0.9,"HSTECH":0.9,".SPX":0.9,".IXIC":0.9,"HSI":0.9,"IAU":0.9,"SImain":0.9,"03690":0.9,"GCmain":0.9}},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819188405,"gmtCreate":1630044631107,"gmtModify":1676530209255,"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/819188405","repostId":"1119252074","repostType":4,"repost":{"id":"1119252074","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630022057,"share":"https://ttm.financial/m/news/1119252074?lang=en_US&edition=fundamental","pubTime":"2021-08-27 07:54","market":"hk","language":"zh","title":"Last night and this morning: Hawkish Fed suppresses risk appetite! U.S. stocks end winning streak","url":"https://stock-news.laohu8.com/highlight/detail?id=1119252074","media":"老虎资讯综合","summary":"摘要：①美股三大股指走势偏软，截至收盘，道指收跌0.54%；②热门中概股收盘多数走低，欢聚集团涨超6%；③杰克逊霍尔鹰派开局，卡普兰担心通胀上行催促下月公布计划，布拉德更进一步称应于一季度结束缩债；④","content":"<p>Abstract: ① The trend of the three major U.S. stock indexes is soft. As of the close, the Dow Jones Industrial Average closed down 0.54%; ② Most of the popular Chinese concept stocks closed lower, and Huanju Group rose more than 6%; ③ Jackson Hole hawks started, Kaplan was worried about rising inflation and urged the plan to be announced next month, and Bullard further said that the tapering should end in the first quarter; ④ XPeng Automobile's losses expanded due to the surge in R&D and sales expenses. Overseas Market</p><p><b>1. S&P and Nasdaq have slipped from record highs</b></p><p>On the occasion of the central bank's seminar in Jackson Hole on Thursday, several Federal Reserve officials favored tapering bond purchases, and the three major U.S. stock indexes were soft. Traders are also keeping an eye on the latest developments in Afghanistan, which adds to the market's risk aversion. As of the close, the Dow closed down 0.54%, the S&P 500 closed down 0.59%, and the Nasdaq closed down 0.64%.</p><p><b>2. Most popular Chinese concept stocks closed lower on Thursday<a href=\"https://laohu8.com/S/YY\">Huanju Group</a>Up more than 6%</b></p><p>Most popular Chinese concept stocks closed lower on Thursday, and Huanju Group rose more than 6%. Previously, it was reported that Huanju Group chairman Li Xueling and Xiaomi Group founder Lei Jun planned to privatize Huanju Times, with a valuation that may reach US $8 billion. Weibo rose 1.58%, JD.com rose 1.18%, Baidu fell 0.43%, NetEase fell 0.75%, Tencent ADR fell 1.53%, Pinduoduo fell 2.02%, and Alibaba fell 2.28%.</p><p><a href=\"https://laohu8.com/S/JWEL\">Juhao Mall</a>It rose more than 19%, and Wuxin Technology rose nearly 18%.<a href=\"https://laohu8.com/S/LKCO\">Luokung Technology</a>Up more than 15%,<a href=\"https://laohu8.com/S/DDL\">ding-dong</a>Maicai rose by more than 7%, TuSimple and Huanju Group rose by more than 6%,<a href=\"https://laohu8.com/S/EM\">Monster Charge</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Up more than 5%,<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Rose nearly 2%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/JOBS\">Worry-free Future</a>、<a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>、<a href=\"https://laohu8.com/S/CMCM\">Cheetah Mobile</a>Up more than 1%.</p><p><b>3. European stock markets closed down across the board</b></p><p>European stocks closed lower across the board on Thursday, echoing global market sentiment. Right now, investors are focusing on a central bank seminar in Jackson Hole, Wyoming, for clues on when the Federal Reserve will begin to slow down its $120 billion a month bond purchase. The pan-European Stoxx 600 index closed down 0.32%. Among them, basic resource stocks led the decline, down 1.5%, while media stocks bucked the market and rose 0.5%.</p><p><b>4. The two major crude oil futures closed down, ending three days of consecutive positive days</b></p><p>The situation in Afghanistan continues to be volatile, exacerbating the market's risk aversion sentiment. Oil prices failed to extend their gains since the previous three trading days. As of the close, U.S. WTI crude oil futures for October closed down 94 cents, or 1.37%, at $67.42 per barrel; Brent October futures closed down $1.18, or 1.63%, at $71.07 a barrel.</p><p><b>5. Bulls are not afraid of the Fed's \"hawk\" sound. Gold once approached the 1800 mark</b></p><p>Spot gold stabilized after a sharp pullback and the dollar strengthened as investors looked forward to the Federal Reserve's stance in favor of tapering economic support at the Jackson Hole symposium.</p><p>In late trading in the U.S. market, spot gold closed at $1,792.44 per ounce, up $1.44 or 0.08%, with an intraday high of $1,798.26 per ounce and a low of $1,779.97 per ounce.</p><p>International macro</p><p><b>Investors are rushing to increase defensive hedges even as the S&P 500 hits record highs in August</b></p><p>The S&P 500 has closed at a record high for 10 days in August, but strategists are divided on the market outlook. No wonder some investors are adding defensive hedges. The cost of three-month put options relative to call options on the S&P 500 has been rising since the end of June and is already above the five-year average.</p><p><b>U.S. GDP growth slightly revised up to 6.6% in the second quarter to reflect stronger business investment and exports</b></p><p>U.S. economic growth was revised slightly upward in the second quarter, reflecting stronger business investment and exports than initially estimated. Data released by the U.S. Commerce Department on Thursday showed that inflation-adjusted gross domestic product (GDP) grew at an annualized rate of 6.6% in the second quarter, compared with the initial value of 6.5%. Consumer spending rose 11.9%.</p><p><b>Despite the risk of the Delta epidemic, the two main hawks of the Fed call for an early start of tapering</b></p><p>On the eve of the Federal Reserve's annual Jackson Hole symposium, two key hawkish members of the Fed urged policymakers to act quickly to slow down the pace of asset purchases despite the risks posed by the Delta strain-related outbreak.</p><p>Kansas City Fed President Esther George said in an interview late Wednesday: \"I don't think this changes my personal considerations, which means that given the progress we have seen so far, now is the time to start making these adjustments.\"</p><p><b>The day before Powell's heavy speech, the hawks of the Federal Reserve put pressure on them: reduce QE!</b></p><p>On Thursday, the day before Federal Reserve Chairman Powell's heavy speech in Jackson Hole, several hawkish officials of the Federal Reserve delivered speeches. The core point was that the Federal Reserve was going to reduce QE. Even though the Delta virus epidemic is severe now, its impact on the economy has not yet been seen.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2162501510\" target=\"_blank\"><b>Apple launches \"News Partner Program\" to cut the subscription share given to Apple by news publishers by half to 15%</b></a></p><p>News publishers participating in Apple News will be eligible to reduce the share of in-app subscriptions handed to Apple for the first year from 30% to 15%, Apple announced Thursday. The \"News Partner Program\" will require news publishers to agree to provide their published content in the preferred way for Apple News. According to the requirements, news publishers will also need to provide raw data and information related to the news. News publishers on Apple News also need to be industry authorities, and they can apply to join the program on Apple's website starting Thursday.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2162101815\" target=\"_blank\"><b>Forbes announces merger with SPAC to list on the New York Stock Exchange by the end of the year</b></a></p><p>According to reports, Forbes Media, a long-established American business news and information publisher, announced today that it plans to go public through a merger with a \"special purpose acquisition company\". Forbes said it will merge with Magnum Opus. After tax benefits, the deal is worth the company approximately $630 million (enterprise value). The deal is expected to close late in the fourth quarter of this year or early in the first quarter of next year.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2162109007\" target=\"_blank\"><b>Facebook fined more than 6 billion won in South Korea</b></a></p><p>According to South Korea's KBS website, South Korea's Personal Information Protection Commission decided on the 25th to impose a total fine of about 6.7 billion won (about 37.14 million yuan) on three companies, including Facebook and Netflix, and asked the three companies to take corrective measures. According to the Korea Personal Information Protection Commission, Facebook has the most illegal projects, totaling six.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2162097145\" target=\"_blank\"><b>Lordstown Motors appoints new CEO, share price soars more than 30%</b></a></p><p>Before the market opened on Thursday Eastern Time, electric truck start-up Lordstown Motors announced that Daniel Niinivaggi, the current chairman of Garrett Turbine, will serve as CEO of Lordstown. Boosted by this news, Lordstown's stock price rose by more than 30% after the opening.</p><p><b>5、</b><a href=\"https://laohu8.com/NW/2162333090\" target=\"_blank\"><b>XPeng's losses widen as R&D and sales expenses surge</b></a></p><p>Electric vehicle start-up XPeng Motor reported a wider-than-expected loss in the second quarter as research and development costs surged and expenses increased. The company announced that it had a net loss of 1.19 billion yuan (US $184 million) in the three months ended June 30, compared with a loss of 146 million yuan in the same period last year. According to the aggregated data, analysts expected a loss of 800 million yuan.</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2162219097\" target=\"_blank\"><b>Rift between giants: Google has to pay $15 billion this year to lock in the default search engine of Apple devices</b></a></p><p>Toni Sacconaghi, an analyst at investment bank Bernstein, said in a research report released this week that according to the regulatory documents submitted by Apple and the analysis of Google's traffic purchase payments, the \"purchase volume\" fee paid by Google to Apple in fiscal year 2020 reached US $10 billion, exceeding the previous expected US $8 billion; This year, this figure will reach US $15 billion, contributing 850 basis points to Apple's service business revenue growth and accounting for nearly 9% of the company's gross profit.</p><p><b>7、</b><a href=\"https://laohu8.com/NW/2162196740\" target=\"_blank\"><b>Dell's Q2 total net revenue increased 15% year-on-year, and adjusted EBITDA increased 7% year-on-year.</b></a></p><p>After the U.S. stock market closed on Thursday, August 26, Eastern Time,<a href=\"https://laohu8.com/S/DELL\">Dell</a>Announced its second quarter fiscal 2022 financial report. The financial report shows that the total net revenue in Q2 was US $26.122 billion, a year-on-year increase of 15%; Net profit was US $880 million, compared with US $1.099 billion in the same period last year; Diluted earnings per share were $1.05, compared with $1.37 in the same period last year. At the end of the second quarter of fiscal 2022, the residual fulfillment value (RPO) was $46 billion.</p><p><b>8、</b><a href=\"https://laohu8.com/NW/2162019696\" target=\"_blank\"><b>HP's Q3 revenue fell below expectations, and its stock price fell more than 2% after hours</b></a></p><p>After the U.S. stock market closed on August 26 (Thursday), Eastern Time,<a href=\"https://laohu8.com/S/HPQ\">Hewlett Packard</a>Announced its third quarter fiscal 2021 results. The financial report shows that Hewlett-Packard (HPQ.US) Q3 revenue was US $15.3 billion, a year-on-year increase of 7%, lower than market expectations of US $15.9 billion.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning: Hawkish Fed suppresses risk appetite! U.S. stocks end winning streak</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning: Hawkish Fed suppresses risk appetite! U.S. stocks end winning streak\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-27 07:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Abstract: ① The trend of the three major U.S. stock indexes is soft. As of the close, the Dow Jones Industrial Average closed down 0.54%; ② Most of the popular Chinese concept stocks closed lower, and Huanju Group rose more than 6%; ③ Jackson Hole hawks started, Kaplan was worried about rising inflation and urged the plan to be announced next month, and Bullard further said that the tapering should end in the first quarter; ④ XPeng Automobile's losses expanded due to the surge in R&D and sales expenses. Overseas Market</p><p><b>1. S&P and Nasdaq have slipped from record highs</b></p><p>On the occasion of the central bank's seminar in Jackson Hole on Thursday, several Federal Reserve officials favored tapering bond purchases, and the three major U.S. stock indexes were soft. Traders are also keeping an eye on the latest developments in Afghanistan, which adds to the market's risk aversion. As of the close, the Dow closed down 0.54%, the S&P 500 closed down 0.59%, and the Nasdaq closed down 0.64%.</p><p><b>2. Most popular Chinese concept stocks closed lower on Thursday<a href=\"https://laohu8.com/S/YY\">Huanju Group</a>Up more than 6%</b></p><p>Most popular Chinese concept stocks closed lower on Thursday, and Huanju Group rose more than 6%. Previously, it was reported that Huanju Group chairman Li Xueling and Xiaomi Group founder Lei Jun planned to privatize Huanju Times, with a valuation that may reach US $8 billion. Weibo rose 1.58%, JD.com rose 1.18%, Baidu fell 0.43%, NetEase fell 0.75%, Tencent ADR fell 1.53%, Pinduoduo fell 2.02%, and Alibaba fell 2.28%.</p><p><a href=\"https://laohu8.com/S/JWEL\">Juhao Mall</a>It rose more than 19%, and Wuxin Technology rose nearly 18%.<a href=\"https://laohu8.com/S/LKCO\">Luokung Technology</a>Up more than 15%,<a href=\"https://laohu8.com/S/DDL\">ding-dong</a>Maicai rose by more than 7%, TuSimple and Huanju Group rose by more than 6%,<a href=\"https://laohu8.com/S/EM\">Monster Charge</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Up more than 5%,<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>Rose nearly 2%,<a href=\"https://laohu8.com/S/WB\">Weibo</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/JOBS\">Worry-free Future</a>、<a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>、<a href=\"https://laohu8.com/S/CMCM\">Cheetah Mobile</a>Up more than 1%.</p><p><b>3. European stock markets closed down across the board</b></p><p>European stocks closed lower across the board on Thursday, echoing global market sentiment. Right now, investors are focusing on a central bank seminar in Jackson Hole, Wyoming, for clues on when the Federal Reserve will begin to slow down its $120 billion a month bond purchase. The pan-European Stoxx 600 index closed down 0.32%. Among them, basic resource stocks led the decline, down 1.5%, while media stocks bucked the market and rose 0.5%.</p><p><b>4. The two major crude oil futures closed down, ending three days of consecutive positive days</b></p><p>The situation in Afghanistan continues to be volatile, exacerbating the market's risk aversion sentiment. Oil prices failed to extend their gains since the previous three trading days. As of the close, U.S. WTI crude oil futures for October closed down 94 cents, or 1.37%, at $67.42 per barrel; Brent October futures closed down $1.18, or 1.63%, at $71.07 a barrel.</p><p><b>5. Bulls are not afraid of the Fed's \"hawk\" sound. Gold once approached the 1800 mark</b></p><p>Spot gold stabilized after a sharp pullback and the dollar strengthened as investors looked forward to the Federal Reserve's stance in favor of tapering economic support at the Jackson Hole symposium.</p><p>In late trading in the U.S. market, spot gold closed at $1,792.44 per ounce, up $1.44 or 0.08%, with an intraday high of $1,798.26 per ounce and a low of $1,779.97 per ounce.</p><p>International macro</p><p><b>Investors are rushing to increase defensive hedges even as the S&P 500 hits record highs in August</b></p><p>The S&P 500 has closed at a record high for 10 days in August, but strategists are divided on the market outlook. No wonder some investors are adding defensive hedges. The cost of three-month put options relative to call options on the S&P 500 has been rising since the end of June and is already above the five-year average.</p><p><b>U.S. GDP growth slightly revised up to 6.6% in the second quarter to reflect stronger business investment and exports</b></p><p>U.S. economic growth was revised slightly upward in the second quarter, reflecting stronger business investment and exports than initially estimated. Data released by the U.S. Commerce Department on Thursday showed that inflation-adjusted gross domestic product (GDP) grew at an annualized rate of 6.6% in the second quarter, compared with the initial value of 6.5%. Consumer spending rose 11.9%.</p><p><b>Despite the risk of the Delta epidemic, the two main hawks of the Fed call for an early start of tapering</b></p><p>On the eve of the Federal Reserve's annual Jackson Hole symposium, two key hawkish members of the Fed urged policymakers to act quickly to slow down the pace of asset purchases despite the risks posed by the Delta strain-related outbreak.</p><p>Kansas City Fed President Esther George said in an interview late Wednesday: \"I don't think this changes my personal considerations, which means that given the progress we have seen so far, now is the time to start making these adjustments.\"</p><p><b>The day before Powell's heavy speech, the hawks of the Federal Reserve put pressure on them: reduce QE!</b></p><p>On Thursday, the day before Federal Reserve Chairman Powell's heavy speech in Jackson Hole, several hawkish officials of the Federal Reserve delivered speeches. The core point was that the Federal Reserve was going to reduce QE. Even though the Delta virus epidemic is severe now, its impact on the economy has not yet been seen.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2162501510\" target=\"_blank\"><b>Apple launches \"News Partner Program\" to cut the subscription share given to Apple by news publishers by half to 15%</b></a></p><p>News publishers participating in Apple News will be eligible to reduce the share of in-app subscriptions handed to Apple for the first year from 30% to 15%, Apple announced Thursday. The \"News Partner Program\" will require news publishers to agree to provide their published content in the preferred way for Apple News. According to the requirements, news publishers will also need to provide raw data and information related to the news. News publishers on Apple News also need to be industry authorities, and they can apply to join the program on Apple's website starting Thursday.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2162101815\" target=\"_blank\"><b>Forbes announces merger with SPAC to list on the New York Stock Exchange by the end of the year</b></a></p><p>According to reports, Forbes Media, a long-established American business news and information publisher, announced today that it plans to go public through a merger with a \"special purpose acquisition company\". Forbes said it will merge with Magnum Opus. After tax benefits, the deal is worth the company approximately $630 million (enterprise value). The deal is expected to close late in the fourth quarter of this year or early in the first quarter of next year.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2162109007\" target=\"_blank\"><b>Facebook fined more than 6 billion won in South Korea</b></a></p><p>According to South Korea's KBS website, South Korea's Personal Information Protection Commission decided on the 25th to impose a total fine of about 6.7 billion won (about 37.14 million yuan) on three companies, including Facebook and Netflix, and asked the three companies to take corrective measures. According to the Korea Personal Information Protection Commission, Facebook has the most illegal projects, totaling six.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2162097145\" target=\"_blank\"><b>Lordstown Motors appoints new CEO, share price soars more than 30%</b></a></p><p>Before the market opened on Thursday Eastern Time, electric truck start-up Lordstown Motors announced that Daniel Niinivaggi, the current chairman of Garrett Turbine, will serve as CEO of Lordstown. Boosted by this news, Lordstown's stock price rose by more than 30% after the opening.</p><p><b>5、</b><a href=\"https://laohu8.com/NW/2162333090\" target=\"_blank\"><b>XPeng's losses widen as R&D and sales expenses surge</b></a></p><p>Electric vehicle start-up XPeng Motor reported a wider-than-expected loss in the second quarter as research and development costs surged and expenses increased. The company announced that it had a net loss of 1.19 billion yuan (US $184 million) in the three months ended June 30, compared with a loss of 146 million yuan in the same period last year. According to the aggregated data, analysts expected a loss of 800 million yuan.</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2162219097\" target=\"_blank\"><b>Rift between giants: Google has to pay $15 billion this year to lock in the default search engine of Apple devices</b></a></p><p>Toni Sacconaghi, an analyst at investment bank Bernstein, said in a research report released this week that according to the regulatory documents submitted by Apple and the analysis of Google's traffic purchase payments, the \"purchase volume\" fee paid by Google to Apple in fiscal year 2020 reached US $10 billion, exceeding the previous expected US $8 billion; This year, this figure will reach US $15 billion, contributing 850 basis points to Apple's service business revenue growth and accounting for nearly 9% of the company's gross profit.</p><p><b>7、</b><a href=\"https://laohu8.com/NW/2162196740\" target=\"_blank\"><b>Dell's Q2 total net revenue increased 15% year-on-year, and adjusted EBITDA increased 7% year-on-year.</b></a></p><p>After the U.S. stock market closed on Thursday, August 26, Eastern Time,<a href=\"https://laohu8.com/S/DELL\">Dell</a>Announced its second quarter fiscal 2022 financial report. The financial report shows that the total net revenue in Q2 was US $26.122 billion, a year-on-year increase of 15%; Net profit was US $880 million, compared with US $1.099 billion in the same period last year; Diluted earnings per share were $1.05, compared with $1.37 in the same period last year. At the end of the second quarter of fiscal 2022, the residual fulfillment value (RPO) was $46 billion.</p><p><b>8、</b><a href=\"https://laohu8.com/NW/2162019696\" target=\"_blank\"><b>HP's Q3 revenue fell below expectations, and its stock price fell more than 2% after hours</b></a></p><p>After the U.S. stock market closed on August 26 (Thursday), Eastern Time,<a href=\"https://laohu8.com/S/HPQ\">Hewlett Packard</a>Announced its third quarter fiscal 2021 results. The financial report shows that Hewlett-Packard (HPQ.US) Q3 revenue was US $15.3 billion, a year-on-year increase of 7%, lower than market expectations of US $15.9 billion.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119252074","content_text":"摘要：①美股三大股指走势偏软，截至收盘，道指收跌0.54%；②热门中概股收盘多数走低，欢聚集团涨超6%；③杰克逊霍尔鹰派开局，卡普兰担心通胀上行催促下月公布计划，布拉德更进一步称应于一季度结束缩债；④小鹏汽车因研发和销售费用激增亏损扩大 。\n\n海外市场\n1、标普、纳指自记录高位滑落\n周四在杰克逊霍尔举行的央行研讨会登场之际，数名美联储官员赞成缩减购债，美股三大股指走势偏软。交易员也在关注阿富汗局势的最新发展，这增加了市场的避险情绪。截至收盘，道指收跌0.54%，标普500指数收跌0.59%，纳指收跌幅0.64%。\n2、热门中概股周四收盘多数走低 欢聚集团涨超6%\n热门中概股周四收盘多数走低，欢聚集团涨超6%，此前报道称欢聚集团董事长李学凌和小米集团创始人雷军计划将欢聚时代私有化，估值可能达80亿美元。微博涨1.58%，京东涨1.18%，百度跌0.43%，网易跌0.75%，腾讯ADR跌1.53%，拼多多跌2.02%，阿里巴巴跌2.28%。\n聚好商城涨超19%，雾芯科技涨近18%，箩筐技术涨超15%，叮咚买菜涨超7%，图森未来、欢聚集团涨超6%，怪兽充电、贝壳涨超5%，斗鱼涨近2%，微博、京东、前程无忧、金山云、猎豹移动涨超1%。\n3、欧洲股市全线收跌\n欧股周四全线收跌，呼应了全球市场情绪。眼下，投资者聚焦在怀俄明州杰克逊霍尔举行的央行研讨会，以寻找有关美联储何时开始减缓其每月1200亿美元购债举措的线索。泛欧斯托克600指数收跌0.32%。其中基本资源类股领跌，跌幅1.5%，传媒类股逆市上涨0.5%。\n4、两大原油期货收跌结束三日连阳\n阿富汗局势持续动荡，加剧了市场的避险情绪。油价当日未能延续此前三个交易日以来的涨势。截至收盘，美国WTI原油10月原油期货收跌94美分，跌幅1.37%，报67.42美元/桶；布伦特10月期货收跌1.18美元，跌幅1.63%，报71.07美元/桶。\n5、多头无惧美联储“鹰”声 黄金一度逼近1800大关\n现货黄金在大幅回落后企稳，美元走强，因投资者期待美联储在杰克逊霍尔研讨会上就支持缩减经济支持的立场。\n美市尾盘，现货黄金收报1792.44美元/盎司，上涨1.44美元或0.08%，日内最高触及1798.26美元/盎司，最低触及1779.97美元/盎司。\n国际宏观\n尽管标普500指数8月迭创新高 投资者却纷纷增加防御性对冲\n标普500指数在8月份已经有10天收盘创出纪录新高，但策略师们对于后市走势展望则产生分歧。难怪一些投资者正在增加防御性对冲。标普500指数三个月看跌期权相对看涨期权的成本自6月底以来就一直在上升，并且已经高于五年平均水平。\n美国第二季度GDP增速略微上修至6.6% 以反映更强劲的商业投资和出口\n美国第二季度经济增速略微上修，反映商业投资和出口比初步估计更为强劲。美国商务部周四公布的数据显示，第二季度经通胀调整的国内生产总值(GDP)折合年率增长6.6%，初值为增长6.5%。消费者支出增长11.9%。\n尽管德尔塔疫情风险当头 美联储两名主要鹰派呼吁尽早启动减码\n在美联储一年一度的杰克逊霍尔研讨会召开前夕，两位美联储主要鹰派成员敦促决策者迅速采取行动放慢资产购买步伐，尽管德尔塔毒株相关疫情带来了风险。\n堪萨斯城联储行长Esther George周三晚间接受采访时称：“我认为这没有改变我本人的考量，也就是说鉴于我们迄今所看到的进展，现在是时候开始进行这些调整了。”\n鲍威尔重磅讲话前日，美联储鹰派齐施压：缩减QE！\n周四，在美联储主席鲍威尔杰克逊霍尔重磅讲话前日，美联储几大鹰派官员发表讲话，核心要点就是美联储要缩减QE了，哪怕现在Delta病毒疫情严重，但尚未看到其对经济的影响。\n公司新闻\n1、苹果开启“新闻合作伙伴计划” 将新闻出版商交给苹果的订阅分成砍半至15%\n苹果公司周四宣布，参与苹果新闻的新闻出版商将有资格将第一年交给苹果的应用内订阅分成从30%降至15%。“新闻合作伙伴计划”将要求新闻出版商同意以首选为苹果新闻的方式提供其出版内容，依照要求新闻出版商还需提供新闻有关的原始数据和信息。苹果新闻上的新闻出版商还需要是业内权威，周四开始可以在苹果公司的网站上申请加入该计划。\n2、福布斯宣布与SPAC合并 年底在纽交所上市\n据报道，历史悠久的美国商业新闻和信息出版商福布斯传媒今日宣布，计划通过与一家“特殊目的收购公司”合并的方式上市。福布斯称，将与Magnum Opus公司合并。扣除税收优惠后，这笔交易为公司价值约6.3亿美元（企业价值）。该交易预计于今年第四季度末或明年第一季度初完成。\n3、脸书在韩被罚超60亿韩元\n据韩国KBS网站报道，韩国个人信息保护委员会25日决定，对脸书和奈飞等三家企业共计征收约67亿韩元(约合3714万元人民币)的罚款，并要求三家公司采取更正措施。韩国个人信息保护委员会介绍称，脸书违法项目最多，共达6项。\n4、Lordstown Motors任命新CEO 股价暴涨超30%\n美东时间周四盘前，电动卡车初创企业Lordstown Motors宣布，盖瑞特涡轮现任董事长Daniel Niinivaggi将担任Lordstown首席执行官一职。受此消息提振，Lordstown开盘后股价大涨超30%。\n5、小鹏汽车亏损扩大 因研发和销售费用激增\n电动汽车初创企业小鹏汽车报告第二季度亏损超预期，因研发成本激增，且费用增加。该公司公告称，在截至6月30日的三个月净亏损11.9亿元人民币（1.84亿美元），上年同期为亏损1.46亿元。根据汇总的数据，分析师预期亏损8亿元人民币。\n6、巨头间的撕扯：为锁定苹果设备默认搜索引擎 谷歌今年得付150亿美元\n投行Bernstein分析师Toni Sacconaghi在本周发布的研报中表示，根据苹果提交的监管文件和针对谷歌流量采购付款的分析，2020财年谷歌向苹果支付的“买量”费用达到100亿美元，超过此前预期的80亿美元；而今年这一数字将达到150亿美元，贡献苹果服务业务营收增长达850个基点，占公司毛利近9%。\n7、戴尔Q2总净营收同比增长15%，调整后EBITDA同比增长7%\n美东时间8月26日周四美股盘后，戴尔公布了2022财年第二季度财报。财报显示，Q2总净营收为261.22亿美元，同比增长15%;净利润为8.8亿美元，去年同期为10.99亿美元；摊薄后每股收益为1.05美元，去年同期为1.37美元。截至2022财年第二季度末，剩余履约价值(RPO)为460亿美元。\n8、惠普Q3营收低于预期，盘后股价跌逾2%\n美东时间8月26日（周四）美股盘后，惠普公布了2021财年第三季度业绩。财报显示，惠普(HPQ.US)Q3营收153亿美元，同比增长7%，低于市场预期的159亿美元。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141619179,"gmtCreate":1625864878091,"gmtModify":1703749995151,"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/141619179","repostId":"1128349172","repostType":4,"repost":{"id":"1128349172","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":1625842097,"share":"https://ttm.financial/m/news/1128349172?lang=en_US&edition=fundamental","pubTime":"2021-07-09 22:48","market":"us","language":"zh","title":"Apple Stock Continues to Rise Higher, Refreshing All-Time High Intraday","url":"https://stock-news.laohu8.com/highlight/detail?id=1128349172","media":"老虎资讯综合","summary":"周五，$苹果(AAPL)$股价开盘后不断走高，截至发稿涨约1.2%，续刷历史高位。总市值超2.42万亿美元。\n\n\n苹果公司庞大的净资产已超过意大利、巴西、加拿大和俄罗斯等国的GDP。事实上，世界上只有7个国家的GDP高于苹果公司市值，意味着这家科技巨头比世界上高达96%的国家更富有。","content":"<p>Friday,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The stock price continued to rise after the opening, rising about 1.2% as of press time, continuing to hit historical highs. The total market value exceeds US $2.42 trillion.</p><p>Apple's huge net worth has exceeded the GDP of Italy, Brazil, Canada and Russia. The fact that only seven countries in the world have a GDP higher than Apple's market capitalization means that the tech giant is richer than a whopping 96% of the world's countries.</p><p><img src=\"https://static.tigerbbs.com/8c337968fa44608634d4c966c83a6e14\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock Continues to Rise Higher, Refreshing All-Time High Intraday</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\">\nApple Stock Continues to Rise Higher, Refreshing All-Time High Intraday\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-09 22:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Friday,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The stock price continued to rise after the opening, rising about 1.2% as of press time, continuing to hit historical highs. The total market value exceeds US $2.42 trillion.</p><p>Apple's huge net worth has exceeded the GDP of Italy, Brazil, Canada and Russia. The fact that only seven countries in the world have a GDP higher than Apple's market capitalization means that the tech giant is richer than a whopping 96% of the world's countries.</p><p><img src=\"https://static.tigerbbs.com/8c337968fa44608634d4c966c83a6e14\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c79d9ba94a347164a5cd3ec1bac06488","relate_stocks":{"AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128349172","content_text":"周五，苹果股价开盘后不断走高，截至发稿涨约1.2%，续刷历史高位。总市值超2.42万亿美元。\n苹果公司庞大的净资产已超过意大利、巴西、加拿大和俄罗斯等国的GDP。事实上，世界上只有7个国家的GDP高于苹果公司市值，意味着这家科技巨头比世界上高达96%的国家更富有。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185628263,"gmtCreate":1623647014852,"gmtModify":1704207776686,"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":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185628263","repostId":"2143786682","repostType":4,"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}