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10:19","market":"us","language":"zh","title":"Fighting inflation, the Federal Reserve calculates \"political accounts\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1183099287","media":"雪涛宏观笔记","summary":"美联储的挑战和其他央行一样，都是如何控制一个无法控制的东西——通胀。","content":"<p><html><head></head><body>Author (s): Xiang Jingshu, Song Xuetao</p><p><b>The Fed's challenge, like other central banks, is how to control one thing that can't be controlled — inflation.</b>Most of today's U.S. inflation is caused by supply reasons, including but not limited to: energy and food supply shortages, supply disruptions caused by war and geopolitics, global supply chain restructuring caused by conflicting trade rules, and labor gaps caused by long-covid and aging. And these factors are not sensitive to interest rates.</p><p>In June, the San Francisco Fed's study \"How Much Do Supply and Demand Drive Inflation\" disassembled the contribution of Supply and Demand factors to U.S. Inflation.<b>Supply factors contributed more than half of the increase in PCE inflation in the United States after the pandemic (4.8pp)</b>； The contribution of demand factors to the rise of CPI inflation is about one-third. This is not surprising, especially given the sharp rise in energy and food prices around the world following the Russia-Ukraine war.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3b3ca0373bf69ba1523730097d504b2\" tg-width=\"877\" tg-height=\"477\" width=\"100%\" height=\"auto\"/><span>Figure 1: Supply factors contribute more than half to post-pandemic U.S. PCE inflation rise</span></p><p>All along, the Fed believes that the inflation indicator that can achieve the regulation target through rate hike to curb demand is core inflation. However, this report found that supply factors also contributed nearly half of the post-epidemic rise in core PCE inflation in the United States (3.3pp). In particular, service inflation, which accounts for 70% of core inflation, is faced with a structural and persistent shortage of labor supply, which is also a factor beyond the control of the Fed. Therefore, the rebound of US core CPI from 5.9% to 6.3% in August is a big deterrent to the market, because it shows that<b>The Fed's approach to controlling inflation through rate hike has been largely ineffective.</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36edcaf805cce59efbb322e1ff417905\" tg-width=\"878\" tg-height=\"548\" width=\"100%\" height=\"auto\"/><span>Figure 2: US core CPI rebounded in August</span></p><p>Although the Fed is helpless about energy and food prices, geopolitical factors, supply chain factors, labor factors, etc. in overall inflation,<b>Since June, the Fed has seen two striking and important shifts</b>。</p><p>The first shift is that the Fed sets the inflation target of monetary policy,<b>From the \"uncontrollable\" core PCE to the \"completely uncontrollable\" CPI</b>。 The normal monetary policy rule is to curb core demand such as real estate and consumer goods through rate hike to achieve the purpose of reducing inflation. The inflation rate adopted by the Bernanke and Yellen-era Taylor Rules (Bernanke Rule, Yellen Rule) is the core PCE, and Powell has not publicly revised the inflation rate measure of the Taylor Rule. However, at the press conference of the interest rate meeting in June this year, Powell said, \"The Fed is now very concerned about the overall inflation, not just core inflation, because the overall inflation is related to the inflation expectations of the masses\".</p><p>The second shift is that the Fed has removed its forward guidance on market expectations, leaving every interest rate decision to the data of the past period. This also makes the market puzzle. Why should the Fed lose the proud expected guidance and turn to meeting at a time, artificially creating market volatility?</p><p>The answer is<b>The Fed is not calculating the \"economic account\".</b></p><p><b>If the economic accounts are calculated, the Fed should stop rate hike immediately</b>。 Because in the SEP (Quarterly Economic Forecast) just released by the Fed, the Fed surprisingly slashed its economic forecast for this year and next,<b>' 22 U.S. GDP growth forecast cut to 0.2% from 1.7% in June</b>The 23-year growth forecast was lowered to 1.2% from 1.7% in June. However, while being so pessimistic about the economy, the Fed sharply raised its Federal Funds rate target at the end of this year, from 3.4% in June to 4.4%, which means that the Fed expects a rate hike of 125bp for the remaining two interest rate meetings this year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbe7d98c94af5a78ca5f52a6d12e1430\" tg-width=\"869\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Figure 3: September Fed FOMC economic and inflation forecasts</span></p><p><b>These contradictions, which cannot be explained from an economic perspective, are actually derived from political pressure.</b>Doesn't the Fed know the above truth? Of course not, but politics won't allow it.</p><p>According to a poll on realclearpolitcs, Biden's latest approval rating is only 43% and his disapproval rating is 53%,<b>Biden's approval rating for handling inflation is only 33%, disapproval rating is 65%</b>。 Inflation is the Achilles heel of the Democratic midterm elections. Suppressing inflation should have been Biden's \"political account\", but the failed trip to the Middle East only brought in 100,000 barrels of production increase, and these 100,000 barrels were reduced shortly after. In order to reduce political responsibility, Biden threw the question to the Federal Reserve. Biden has spoken several times this year on the reasons for the inflation situation, and the president personally called for inflation to pressure the Federal Reserve, which was rare in the past.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b848b8f79304cbaf26042460003664cf\" tg-width=\"866\" tg-height=\"503\" width=\"100%\" height=\"auto\"/><span>Figure 4: Biden's approval rating is just 43%</span></p><p><b>Financial markets are not concerned with (economic) inflation, and whether the Fed can really control (economic) inflation, but how much rate hike the Fed wants (for politics) this time. Therefore, the core of predicting the Fed's rate hike behavior is not to predict inflation, but to understand the Fed's \"political account\".</b></p><p>Next, the key point in politics is the midterm congressional elections, which will take place on November 8, this time reelecting the entire House of Representatives and one-third of the Senate.<b>Before the mid-term elections, the Fed's interest rate meeting in November will be held (November 1st-2nd), so the Fed may still have political priority in November, but the last interest rate meeting on December 13th-14th will probably be the key point for the Fed's objective function to change.</b></p><p><b>Risk warning</b></p><p>U.S. inflation beats expectations, Fed tightens beats expectations, U.S. labor market weakens beats expectations</p><p></body></html></p>","source":"xthgbj","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>Fighting inflation, the Federal Reserve calculates \"political accounts\"</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\">\nFighting inflation, the Federal Reserve calculates \"political accounts\"\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">雪涛宏观笔记</strong><span class=\"h-time small\">2022-09-24 10:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author (s): Xiang Jingshu, Song Xuetao</p><p><b>The Fed's challenge, like other central banks, is how to control one thing that can't be controlled — inflation.</b>Most of today's U.S. inflation is caused by supply reasons, including but not limited to: energy and food supply shortages, supply disruptions caused by war and geopolitics, global supply chain restructuring caused by conflicting trade rules, and labor gaps caused by long-covid and aging. And these factors are not sensitive to interest rates.</p><p>In June, the San Francisco Fed's study \"How Much Do Supply and Demand Drive Inflation\" disassembled the contribution of Supply and Demand factors to U.S. Inflation.<b>Supply factors contributed more than half of the increase in PCE inflation in the United States after the pandemic (4.8pp)</b>； The contribution of demand factors to the rise of CPI inflation is about one-third. This is not surprising, especially given the sharp rise in energy and food prices around the world following the Russia-Ukraine war.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3b3ca0373bf69ba1523730097d504b2\" tg-width=\"877\" tg-height=\"477\" width=\"100%\" height=\"auto\"/><span>Figure 1: Supply factors contribute more than half to post-pandemic U.S. PCE inflation rise</span></p><p>All along, the Fed believes that the inflation indicator that can achieve the regulation target through rate hike to curb demand is core inflation. However, this report found that supply factors also contributed nearly half of the post-epidemic rise in core PCE inflation in the United States (3.3pp). In particular, service inflation, which accounts for 70% of core inflation, is faced with a structural and persistent shortage of labor supply, which is also a factor beyond the control of the Fed. Therefore, the rebound of US core CPI from 5.9% to 6.3% in August is a big deterrent to the market, because it shows that<b>The Fed's approach to controlling inflation through rate hike has been largely ineffective.</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36edcaf805cce59efbb322e1ff417905\" tg-width=\"878\" tg-height=\"548\" width=\"100%\" height=\"auto\"/><span>Figure 2: US core CPI rebounded in August</span></p><p>Although the Fed is helpless about energy and food prices, geopolitical factors, supply chain factors, labor factors, etc. in overall inflation,<b>Since June, the Fed has seen two striking and important shifts</b>。</p><p>The first shift is that the Fed sets the inflation target of monetary policy,<b>From the \"uncontrollable\" core PCE to the \"completely uncontrollable\" CPI</b>。 The normal monetary policy rule is to curb core demand such as real estate and consumer goods through rate hike to achieve the purpose of reducing inflation. The inflation rate adopted by the Bernanke and Yellen-era Taylor Rules (Bernanke Rule, Yellen Rule) is the core PCE, and Powell has not publicly revised the inflation rate measure of the Taylor Rule. However, at the press conference of the interest rate meeting in June this year, Powell said, \"The Fed is now very concerned about the overall inflation, not just core inflation, because the overall inflation is related to the inflation expectations of the masses\".</p><p>The second shift is that the Fed has removed its forward guidance on market expectations, leaving every interest rate decision to the data of the past period. This also makes the market puzzle. Why should the Fed lose the proud expected guidance and turn to meeting at a time, artificially creating market volatility?</p><p>The answer is<b>The Fed is not calculating the \"economic account\".</b></p><p><b>If the economic accounts are calculated, the Fed should stop rate hike immediately</b>。 Because in the SEP (Quarterly Economic Forecast) just released by the Fed, the Fed surprisingly slashed its economic forecast for this year and next,<b>' 22 U.S. GDP growth forecast cut to 0.2% from 1.7% in June</b>The 23-year growth forecast was lowered to 1.2% from 1.7% in June. However, while being so pessimistic about the economy, the Fed sharply raised its Federal Funds rate target at the end of this year, from 3.4% in June to 4.4%, which means that the Fed expects a rate hike of 125bp for the remaining two interest rate meetings this year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbe7d98c94af5a78ca5f52a6d12e1430\" tg-width=\"869\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Figure 3: September Fed FOMC economic and inflation forecasts</span></p><p><b>These contradictions, which cannot be explained from an economic perspective, are actually derived from political pressure.</b>Doesn't the Fed know the above truth? Of course not, but politics won't allow it.</p><p>According to a poll on realclearpolitcs, Biden's latest approval rating is only 43% and his disapproval rating is 53%,<b>Biden's approval rating for handling inflation is only 33%, disapproval rating is 65%</b>。 Inflation is the Achilles heel of the Democratic midterm elections. Suppressing inflation should have been Biden's \"political account\", but the failed trip to the Middle East only brought in 100,000 barrels of production increase, and these 100,000 barrels were reduced shortly after. In order to reduce political responsibility, Biden threw the question to the Federal Reserve. Biden has spoken several times this year on the reasons for the inflation situation, and the president personally called for inflation to pressure the Federal Reserve, which was rare in the past.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b848b8f79304cbaf26042460003664cf\" tg-width=\"866\" tg-height=\"503\" width=\"100%\" height=\"auto\"/><span>Figure 4: Biden's approval rating is just 43%</span></p><p><b>Financial markets are not concerned with (economic) inflation, and whether the Fed can really control (economic) inflation, but how much rate hike the Fed wants (for politics) this time. Therefore, the core of predicting the Fed's rate hike behavior is not to predict inflation, but to understand the Fed's \"political account\".</b></p><p>Next, the key point in politics is the midterm congressional elections, which will take place on November 8, this time reelecting the entire House of Representatives and one-third of the Senate.<b>Before the mid-term elections, the Fed's interest rate meeting in November will be held (November 1st-2nd), so the Fed may still have political priority in November, but the last interest rate meeting on December 13th-14th will probably be the key point for the Fed's objective function to change.</b></p><p><b>Risk warning</b></p><p>U.S. inflation beats expectations, Fed tightens beats expectations, U.S. labor market weakens beats expectations</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s?__biz=MzI0MzMzNzczNQ==&mid=2247502127&idx=1&sn=765a7266bd802c39b2139d29a5973dfd&chksm=e96c1647de1b9f519f1d593eee43ec301f4b2d58bc514f8fcc3b9bde3464e4fd177d081a6cff\">雪涛宏观笔记</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzI0MzMzNzczNQ==&mid=2247502127&idx=1&sn=765a7266bd802c39b2139d29a5973dfd&chksm=e96c1647de1b9f519f1d593eee43ec301f4b2d58bc514f8fcc3b9bde3464e4fd177d081a6cff","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183099287","content_text":"作者：向静姝、宋雪涛美联储的挑战和其他央行一样，都是如何控制一个无法控制的东西——通胀。今天大多数的美国通胀都是由供给原因所产生的，这些原因包括但不限于：能源和食品供应短缺，战争和地缘政治导致的供应中断，贸易规则冲突导致的全球供应链重构，以及长新冠（long-covid）和老龄化导致的劳动力缺口等。而这些因素对于利率并不敏感。今年6月，旧金山联储的研究《How Much Do Supply and Demand Drive Inflation》拆解了美国通胀的供给因素和需求因素的贡献，结果显示供给因素对于疫情后美国PCE通胀上升（4.8pp）的贡献，超过了一半；而需求因素对于CPI通胀上升的贡献，大概是三分之一。这并不令人感到意外，特别是考虑到俄乌战争之后，全球的能源和食品价格出现了剧烈的上涨。图1：供给因素对疫后美国PCE通胀上升的贡献超过一半一直以来，联储认为能够通过加息抑制需求来实现调控目标的通胀指标是核心通胀。但是这篇报告发现，供给因素对疫后美国核心PCE通胀上升（3.3pp）的贡献率也接近一半。尤其是核心通胀中占比70%的服务通胀，所面对的问题是结构性和持续性的劳动力供给短缺，这也是联储无法控制的因素。所以8月美国核心CPI从5.9%反弹至6.3%对于市场是个不小的震慑，因为这说明了联储通过加息控制通胀的做法基本没有效果。图2：8月美国核心CPI出现反弹虽然联储对于总体通胀中的能源和食品价格、地缘因素、供应链因素、劳动力因素等等束手无策，但是6月以来，联储出现了两个惊人且重要的转变。第一个转变是联储把货币政策的通胀目标，从“无法完全控制”的核心PCE，转向了“完全无法控制”的CPI。正常的货币政策规则是通过加息抑制房地产和消费品等核心需求，以实现降低通胀的目的。伯南克和耶伦时期的泰勒规则（伯南克规则、耶伦规则）采用的通胀率都是核心PCE，鲍威尔也没有公开修改过泰勒规则的通胀率指标。但是在今年6月议息会议的新闻发布会上，鲍威尔表示，“联储现在非常关心总体通胀，而不单是核心通胀，因为总体通胀与群众的通胀预期有关”。第二个转变是联储取消了对市场预期的前瞻指引，把每一次利率决议都交给了过去一段时间的数据所决定。这也令市场费解，联储为什么要丢掉赖以为豪的预期指引，转为一会一议，人为地制造市场波动呢？答案是联储算的不是“经济账”。如果算经济账，联储应该立即停止加息。因为在联储刚刚公布的SEP（季度经济预测）中，联储令人意外地大幅下调了今明两年的经济预测，22年美国GDP增速预测从6月1.7%下调至0.2%，23年增速预测从6月1.7%下调至1.2%。但是在对经济如此悲观的同时，联储又大幅上调了今年底的联邦基金利率目标，从6月的3.4%上调至4.4%，这意味着今年剩下的两次议息会议，联储预计还有125bp的加息。图3：九月联储FOMC经济和通胀预测这些在经济视角里无法解释的自相矛盾，其实都源于政治压力。联储不知道以上道理吗？当然不是，但政治不允许。根据realclearpolitcs上的民调结果，拜登的最新支持率仅有43%，不支持率有53%，拜登处理通胀问题的支持率只有33%，不支持率有65%。通胀问题是民主党中期选举的致命弱点，压通胀本该是拜登的“政治账”，但是失败的中东旅行只换来了10万桶增产，而且不久之后这10万桶又被减回去了。为了减轻政治责任，拜登把问题抛给了美联储，拜登今年以来数次就通胀形势发表讲话的原因，总统亲自喊话通胀施压联储，这在过去是罕见的。图4：拜登支持率仅43%金融市场关心的并不是（经济上的）通胀，以及联储是否真的能控制（经济上的）通胀，而是联储（为了政治）这次又要加息多少。因此预测联储的加息行为，核心不是预测通胀，而是理解联储的“政治账”。接下来，政治的关键节点是国会中期选举，时间在11月8日，这次将改选国会众议院全部席位和参议院三分之一席位。在中期选举之前，联储11月议息会议就会举行（11月1日-2日），所以11月联储可能仍要政治优先，但是12月13-14日的最后一次议息会议，将可能是联储的目标函数发生转变的关键时点。风险提示美国通胀超预期，美联储紧缩超预期，美国劳动力市场走弱超预期","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932497229,"gmtCreate":1662971532461,"gmtModify":1676537173795,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"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/9932497229","repostId":"1161581783","repostType":4,"isVote":1,"tweetType":1,"viewCount":3017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936553613,"gmtCreate":1662786046132,"gmtModify":1676537141638,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936553613","repostId":"1144561403","repostType":4,"repost":{"id":"1144561403","kind":"news","pubTimestamp":1662767155,"share":"https://ttm.financial/m/news/1144561403?lang=en_US&edition=fundamental","pubTime":"2022-09-10 07:45","market":"hk","language":"zh","title":"Solar Power Stands Out Under Energy Crisis? EU Sets Record for Solar Generation","url":"https://stock-news.laohu8.com/highlight/detail?id=1144561403","media":"华尔街见闻","summary":"在今年夏季的四个月中，太阳能发电为欧盟节省了200亿立方米的天然气进口量。但是，太阳能的间歇性意味着它必须与其他可以在夜间发电的能源生产方式相辅相成，例如天然气或燃煤发电厂。当前欧洲面临严重的能源危机","content":"<p><html><head></head><body>During the four months of this summer,<a href=\"https://laohu8.com/S/000591\">Solar energy</a>Electricity generation saves the EU 20 billion cubic meters of gas imports. But the intermittent nature of solar means it must complement other ways of producing energy that can generate electricity at night, such as natural gas or coal-fired power plants. At present, Europe is facing a severe energy crisis. Natural gas, hydropower and nuclear power are insufficient. Only solar power stands out, setting new records in the summer months.</p><p>Sunny, hot weather and an increase in solar installations across the continent contributed to a record amount of solar power generated in the EU, 28% higher than last summer, according to research by Ember, a UK-based environmental think tank.</p><p>Between May and August, the EU generated 99.4 TWh of solar power. It accounts for 12% of the region's electricity generation, up from 9% last summer. However, it is worth noting that the increase in the proportion of solar power is partly due to the decline in other energy supplies.</p><p>Paweł Czyżak, a senior analyst at Ember and one of the authors of the report, believes that with solar already supplying more than 10% of electricity in the EU, this holds hope for a transition to clean energy and better energy security.</p><p>The highest share of solar power in all modes of electricity generation is in the Netherlands at 23% and in Germany at 19%.</p><p><b>Ember estimates that solar power saved the EU 20 billion cubic metres of gas imports over the four months of this summer.</b></p><p>According to Dolf Gielen, head of technology and innovation at the International Renewable Energy Agency, the main reason for the record solar power generation is the installation of more solar farms in Europe:</p><p>European solar capacity is growing by about 15% a year, but the increase in electricity generation could exceed 15% because the latest solar panels are more efficient. Solar's share of total electricity generation in Europe has also been affected by drought, which has dampened hydropower and nuclear generation in countries such as France.</p><p><b>Even so, the intermittent nature of solar means it must complement other ways of producing energy that can generate electricity at night, such as natural gas or coal-fired power plants. European countries are seeking to improve their capacity to store energy in response to the growth of renewable energy sources such as solar.</b></p><p>Ember said that solar generation in Poland has seen the largest increase in the last five years, increasing 26-fold between summer 2018 and summer 2022. In addition, Finland, Hungary, Lithuania and the Netherlands have also seen significant increases in solar power generation.</p><p>Czyżak says:</p><p>The biggest takeaway from the rapid growth of solar power is that if we want to pay less for importing fossil fuels, if we want to improve energy security, then renewables are the way forward.</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>Solar Power Stands Out Under Energy Crisis? EU Sets Record for Solar Generation</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\">\nSolar Power Stands Out Under Energy Crisis? EU Sets Record for Solar Generation\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\">2022-09-10 07:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>During the four months of this summer,<a href=\"https://laohu8.com/S/000591\">Solar energy</a>Electricity generation saves the EU 20 billion cubic meters of gas imports. But the intermittent nature of solar means it must complement other ways of producing energy that can generate electricity at night, such as natural gas or coal-fired power plants. At present, Europe is facing a severe energy crisis. Natural gas, hydropower and nuclear power are insufficient. Only solar power stands out, setting new records in the summer months.</p><p>Sunny, hot weather and an increase in solar installations across the continent contributed to a record amount of solar power generated in the EU, 28% higher than last summer, according to research by Ember, a UK-based environmental think tank.</p><p>Between May and August, the EU generated 99.4 TWh of solar power. It accounts for 12% of the region's electricity generation, up from 9% last summer. However, it is worth noting that the increase in the proportion of solar power is partly due to the decline in other energy supplies.</p><p>Paweł Czyżak, a senior analyst at Ember and one of the authors of the report, believes that with solar already supplying more than 10% of electricity in the EU, this holds hope for a transition to clean energy and better energy security.</p><p>The highest share of solar power in all modes of electricity generation is in the Netherlands at 23% and in Germany at 19%.</p><p><b>Ember estimates that solar power saved the EU 20 billion cubic metres of gas imports over the four months of this summer.</b></p><p>According to Dolf Gielen, head of technology and innovation at the International Renewable Energy Agency, the main reason for the record solar power generation is the installation of more solar farms in Europe:</p><p>European solar capacity is growing by about 15% a year, but the increase in electricity generation could exceed 15% because the latest solar panels are more efficient. Solar's share of total electricity generation in Europe has also been affected by drought, which has dampened hydropower and nuclear generation in countries such as France.</p><p><b>Even so, the intermittent nature of solar means it must complement other ways of producing energy that can generate electricity at night, such as natural gas or coal-fired power plants. European countries are seeking to improve their capacity to store energy in response to the growth of renewable energy sources such as solar.</b></p><p>Ember said that solar generation in Poland has seen the largest increase in the last five years, increasing 26-fold between summer 2018 and summer 2022. In addition, Finland, Hungary, Lithuania and the Netherlands have also seen significant increases in solar power generation.</p><p>Czyżak says:</p><p>The biggest takeaway from the rapid growth of solar power is that if we want to pay less for importing fossil fuels, if we want to improve energy security, then renewables are the way forward.</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3670017\">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/f0101773a2c494e22d3f6cd8c68124c3","relate_stocks":{"BK0132":"高送转概念","BK0271":"能源供应","BK0054":"太阳能发电","000591":"太阳能"},"source_url":"https://wallstreetcn.com/articles/3670017","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144561403","content_text":"在今年夏季的四个月中，太阳能发电为欧盟节省了200亿立方米的天然气进口量。但是，太阳能的间歇性意味着它必须与其他可以在夜间发电的能源生产方式相辅相成，例如天然气或燃煤发电厂。当前欧洲面临严重的能源危机，天然气、水电和核电的供应都不充足，唯有太阳能发电一枝独秀，在夏季的几个月里创下了新纪录。根据英国环境智库Ember的研究，整个欧洲大陆的晴朗炎热天气和太阳能装置的增加促成了太阳能在欧盟创纪录的发电量，比去年夏天高出28%。5月至8月期间，欧盟太阳能发电量为99.4太瓦时。它占该地区发电量的12%，高于去年夏天的9%。不过，值得注意的是，太阳能发电占比的提升的部分原因是其他能源供应的下降。Ember高级分析师、该报告的作者之一Paweł Czyżak认为，随着太阳能已经可以在欧盟供应超过10%的电力，这为向清洁能源和更好的能源安全过渡带来了希望。太阳能在全部发电方式中份额最高的是荷兰，为23%，德国为19%。Ember估计，在今年夏季的四个月中，太阳能发电为欧盟节省了200亿立方米的天然气进口量。国际可再生能源署技术与创新主管Dolf Gielen表示，太阳能发电创纪录的主要原因是在欧洲安装了更多的太阳能发电场：欧洲太阳能产能每年增长约15%，但是带来的发电量增长可能超过15%，因为最新太阳能面板的效率更高。太阳能在欧洲总发电量中的份额也受到干旱的影响，干旱抑制了法国等国家的水电和核能发电。即便如此，太阳能的间歇性意味着它必须与其他可以在夜间发电的能源生产方式相辅相成，例如天然气或燃煤发电厂。欧洲国家正在寻求提高其储存能源的能力，以应对太阳能等可再生能源的增长。Ember表示，波兰的太阳能发电量在过去五年中增幅最大，在2018年夏季至2022年夏季期间增长了26倍。此外，芬兰、匈牙利、立陶宛和荷兰的太阳能发电量也出现了大幅增长。Czyżak说：太阳能发电快速增长带来的最大的收获是，如果我们想为进口化石燃料支付更少的费用，如果我们想提高能源安全性，那么可再生能源就是前进的道路。","news_type":1,"symbols_score_info":{"000591":0.9}},"isVote":1,"tweetType":1,"viewCount":3434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939622995,"gmtCreate":1662100183817,"gmtModify":1676536997897,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939622995","repostId":"2264313229","repostType":4,"repost":{"id":"2264313229","kind":"news","pubTimestamp":1662094668,"share":"https://ttm.financial/m/news/2264313229?lang=en_US&edition=fundamental","pubTime":"2022-09-02 12:57","market":"us","language":"zh","title":"Morgan Stanley raises price targets for equipment makers as climate bill incentivizes investment in energy-efficient products","url":"https://stock-news.laohu8.com/highlight/detail?id=2264313229","media":"智通财经","summary":"摩根士丹利表示，美国国会通过的税收和气候法案中的减税和退税将有助于推动销售，并于周四上调了供暖和制冷系统制造商的盈利预期和目标价。据了解，美国总统拜登上个月批准的《降低通货膨胀法案》激励了美国历史上对","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>said tax cuts and rebates in the tax and climate bills passed by the U.S. Congress will help boost sales, and on Thursday raised earnings estimates and price targets for heating and cooling system manufacturers. The largest investment in energy-efficient products in U.S. history is understood to have been incentivized by the Inflation Reduction Act, approved by U.S. President Joe Biden last month, which sets aside $21 billion for tax rebates and federal tax breaks to improve people's housing energy efficiency over the next 10 years.</p><p>Morgan Stanley analyst Joshua Pokrzywinski said in the report that the biggest revenue growth for equipment manufacturers will come from homes that have replaced air conditioners and furnaces with heat pumps. A heat pump is an all-in-one device that cools and heats a house more efficiently. Pokrzywinski said: \"Heat pump technology has been improving over the past decade and is likely to be adopted in more regions.\"</p><p>Shares of the heating and cooling system makers mentioned in Morgan Stanley's report were reported to have risen on Thursday,<a href=\"https://laohu8.com/S/LII\">Reynolds</a>(LII.US) led the gains with a 3.64% gain,<a href=\"https://laohu8.com/S/JCI\">Johnson Controls</a>(JCI.US) closed up 2.79%, Trane Technologies (TT.US) closed up 2.23%,<a href=\"https://laohu8.com/S/CARR\">Carrier Global</a>(CARR.US) closed up 1.71% and Huasco (WSO.US) closed up 0.72%.</p><p><img src=\"https://static.tigerbbs.com/637c45d88567b526fca728f0aa98469c\" tg-width=\"614\" tg-height=\"173\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As shown in the table above, Morgan Stanley raised its price targets on all of these stocks and gave Johnson Controls, Carrier Global and Trane Technologies \"overweight\" ratings.</p><p></body></html></p>","source":"stock_zhitongcaijing","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>Morgan Stanley raises price targets for equipment makers as climate bill incentivizes investment in energy-efficient products</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\">\nMorgan Stanley raises price targets for equipment makers as climate bill incentivizes investment in energy-efficient products\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-09-02 12:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>said tax cuts and rebates in the tax and climate bills passed by the U.S. Congress will help boost sales, and on Thursday raised earnings estimates and price targets for heating and cooling system manufacturers. The largest investment in energy-efficient products in U.S. history is understood to have been incentivized by the Inflation Reduction Act, approved by U.S. President Joe Biden last month, which sets aside $21 billion for tax rebates and federal tax breaks to improve people's housing energy efficiency over the next 10 years.</p><p>Morgan Stanley analyst Joshua Pokrzywinski said in the report that the biggest revenue growth for equipment manufacturers will come from homes that have replaced air conditioners and furnaces with heat pumps. A heat pump is an all-in-one device that cools and heats a house more efficiently. Pokrzywinski said: \"Heat pump technology has been improving over the past decade and is likely to be adopted in more regions.\"</p><p>Shares of the heating and cooling system makers mentioned in Morgan Stanley's report were reported to have risen on Thursday,<a href=\"https://laohu8.com/S/LII\">Reynolds</a>(LII.US) led the gains with a 3.64% gain,<a href=\"https://laohu8.com/S/JCI\">Johnson Controls</a>(JCI.US) closed up 2.79%, Trane Technologies (TT.US) closed up 2.23%,<a href=\"https://laohu8.com/S/CARR\">Carrier Global</a>(CARR.US) closed up 1.71% and Huasco (WSO.US) closed up 0.72%.</p><p><img src=\"https://static.tigerbbs.com/637c45d88567b526fca728f0aa98469c\" tg-width=\"614\" tg-height=\"173\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As shown in the table above, Morgan Stanley raised its price targets on all of these stocks and gave Johnson Controls, Carrier Global and Trane Technologies \"overweight\" ratings.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/786626.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/24fa8350588843d92f819ac12ab5ce16","relate_stocks":{"MS":"摩根士丹利"},"source_url":"http://www.zhitongcaijing.com/content/detail/786626.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264313229","content_text":"摩根士丹利表示，美国国会通过的税收和气候法案中的减税和退税将有助于推动销售，并于周四上调了供暖和制冷系统制造商的盈利预期和目标价。据了解，美国总统拜登上个月批准的《降低通货膨胀法案》激励了美国历史上对节能产品的最大投资，该法案拨出210亿美元用于退税和联邦税收减免，用于在未来10年内改善人们的住房节能。摩根士丹利分析师Joshua Pokrzywinski在报告中称，设备制造商最大的营收增长将来自用热泵取代空调和炉子的家庭。热泵是一种一体化的设备，可以更有效地冷却和加热房屋。Pokrzywinski称：“热泵技术在过去十年中不断改进，而且在更多地区也有可能采用。”据悉，摩根士丹利在报告中提到的供暖和制冷系统制造商的股价在周四都上涨，截至周四收盘，雷诺士(LII.US)以3.64%的涨幅领涨，江森自控(JCI.US)收涨2.79%，Trane技术(TT.US)收涨2.23%，开利全球(CARR.US)收涨1.71%，华斯科(WSO.US)收涨0.72%。如上表所示，摩根士丹利对这些股票都上调了目标价，并给予江森自控、开利全球及Trane技术“增持”评级。","news_type":1,"symbols_score_info":{"MS":0.9}},"isVote":1,"tweetType":1,"viewCount":3453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995525262,"gmtCreate":1661484507158,"gmtModify":1676536528738,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","text":"$拼多多(PDD)$hi","images":[{"img":"https://community-static.tradeup.com/news/68268f71bc9984651ec1abc35349f774","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995525262","isVote":1,"tweetType":1,"viewCount":3875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9993748491,"gmtCreate":1660741450516,"gmtModify":1676536389788,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993748491","repostId":"2260384344","repostType":4,"repost":{"id":"2260384344","kind":"news","pubTimestamp":1660741050,"share":"https://ttm.financial/m/news/2260384344?lang=en_US&edition=fundamental","pubTime":"2022-08-17 20:57","market":"us","language":"zh","title":"Cisco is about to report Q4 earnings, Credit Suisse has an \"outperform\" rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2260384344","media":"智通财经","summary":"智通财经APP获悉，瑞士信贷分析师 Sami Badri予思科“跑赢大盘”评级，目标价为60美元。思科将于周三美股盘后公布2022财年第四季度业绩。Badri预计其营收为125.4亿美元，低于市场预期的127.8亿美元；预计每股收益为0.82美元，与市场预期持平。他指出，思科股价今年迄今已下跌了27%。Badri还表示，鉴于思科的软件业务非常依赖其硬件出货量，思科宣布一项“重大”收购的可能性“越来越大”。截至发稿，思科盘前跌0.28%，报46.64美元。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Analyst Sami Badri Yu<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>(CSCO.US) \"Outperform\" rating with a $60 price target. Cisco will report its fiscal 2022 fourth quarter results on Wednesday after U.S. stocks bell. Badri expects its revenue to be $12.54 billion, missing market expectations of $12.78 billion; It is expected to report earnings of $0.82 per share, which is in line with market estimates. Badri also said that based on last quarter's results, Cisco's orders for service products are likely to increase better than expected.</p><p>He noted that Cisco shares are down 27% year-to-date. Investors are concerned about Cisco's market position and worry that its market share is being sold by Arista Networks (ANET.US) and<a href=\"https://laohu8.com/S/JNPR\">Juniper Networks</a>(JNPR.US) competitors grabbed, and both companies raised their 2022 growth guidance, while Cisco did not.</p><p>Investors are also concerned that Cisco could drop its previously given guidance for revenue and profit growth of about 6% annually through fiscal 2025. The company is likely to make large acquisitions to \"accelerate the shift of revenue to more independent recurring sources,\" or even cut its gross margin estimates, as peers are doing.</p><p>Badri said investor sentiment was low ahead of the latest quarterly report despite the stock's low price.</p><p>\"Overall, we believe the lower top-line growth expectations are prudent with a slight improvement in gross margins,\" Badri said. The slowdown in top-line was due to supply chain issues, as well as lower top-line revenues in Russia and Ukraine operations.</p><p>Badri also said it is \"increasingly likely\" that Cisco will announce a \"significant\" acquisition, given that its software business is heavily dependent on its hardware shipments. The deal is likely to dilute the company's equity.</p><p>While Cisco faces multiple negative factors, its stock price is cheap, its free cash flow yield is 7%, and its gross and operating margins remain largely unchanged. Cisco has also addressed supply chain issues and loss of market share in the large network equipment segment, and as a result, Badri sees Cisco as \"attractive\".</p><p>As of press time, Cisco fell 0.28% premarket to $46.64.</p><p></body></html></p>","source":"stock_zhitongcaijing","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>Cisco is about to report Q4 earnings, Credit Suisse has an \"outperform\" rating</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\">\nCisco is about to report Q4 earnings, Credit Suisse has an \"outperform\" rating\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-08-17 20:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Analyst Sami Badri Yu<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>(CSCO.US) \"Outperform\" rating with a $60 price target. Cisco will report its fiscal 2022 fourth quarter results on Wednesday after U.S. stocks bell. Badri expects its revenue to be $12.54 billion, missing market expectations of $12.78 billion; It is expected to report earnings of $0.82 per share, which is in line with market estimates. Badri also said that based on last quarter's results, Cisco's orders for service products are likely to increase better than expected.</p><p>He noted that Cisco shares are down 27% year-to-date. Investors are concerned about Cisco's market position and worry that its market share is being sold by Arista Networks (ANET.US) and<a href=\"https://laohu8.com/S/JNPR\">Juniper Networks</a>(JNPR.US) competitors grabbed, and both companies raised their 2022 growth guidance, while Cisco did not.</p><p>Investors are also concerned that Cisco could drop its previously given guidance for revenue and profit growth of about 6% annually through fiscal 2025. The company is likely to make large acquisitions to \"accelerate the shift of revenue to more independent recurring sources,\" or even cut its gross margin estimates, as peers are doing.</p><p>Badri said investor sentiment was low ahead of the latest quarterly report despite the stock's low price.</p><p>\"Overall, we believe the lower top-line growth expectations are prudent with a slight improvement in gross margins,\" Badri said. The slowdown in top-line was due to supply chain issues, as well as lower top-line revenues in Russia and Ukraine operations.</p><p>Badri also said it is \"increasingly likely\" that Cisco will announce a \"significant\" acquisition, given that its software business is heavily dependent on its hardware shipments. The deal is likely to dilute the company's equity.</p><p>While Cisco faces multiple negative factors, its stock price is cheap, its free cash flow yield is 7%, and its gross and operating margins remain largely unchanged. Cisco has also addressed supply chain issues and loss of market share in the large network equipment segment, and as a result, Badri sees Cisco as \"attractive\".</p><p>As of press time, Cisco fell 0.28% premarket to $46.64.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/773198.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fcf648d877622e2c1e436225928e02d1","relate_stocks":{"CSCO":"思科"},"source_url":"http://www.zhitongcaijing.com/content/detail/773198.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260384344","content_text":"瑞士信贷分析师 Sami Badri予思科(CSCO.US)“跑赢大盘”评级，目标价为60美元。思科将于周三美股盘后公布2022财年第四季度业绩。Badri预计其营收为125.4亿美元，低于市场预期的127.8亿美元；预计每股收益为0.82美元，与市场预期持平。Badri还表示，从上个季度的业绩来看，思科的服务产品订单增幅可能会好于预期。他指出，思科股价今年迄今已下跌了27%。投资者对思科的市场地位感到担忧，并担心其市场份额被Arista Networks(ANET.US)和瞻博网络(JNPR.US)的竞争对手抢占，这两家公司都上调了2022年的增长指引，而思科则没有。投资者还担心，思科可能会放弃此前给出的指引，即到2025财年营收和利润的年增长率约为6%。该公司可能会进行大规模收购，以“加快营收向更独立的经常性来源转移”，甚至会下调毛利率预期，因为同行们都在这么做。Badri表示，尽管该股价格低廉，但在最新季度报告出炉之前，投资者的情绪仍很低落。Badri表示:“总的来说，我们认为，在毛利率略有提高的情况下，较低的营收增长预期是审慎的。”营收放缓的原因是供应链问题，以及俄罗斯和乌克兰业务的营收下降。Badri还表示，鉴于思科的软件业务非常依赖其硬件出货量，思科宣布一项“重大”收购的可能性“越来越大”。这笔交易很可能会稀释公司股权。尽管思科面临多个负面因素，但其股价低廉，自由现金流收益率为7%，而且毛利率和营业利润率基本保持不变。思科还解决了供应链问题和大型网络设备细分市场份额流失的问题，因此，Badri认为思科“有吸引力”。截至发稿，思科盘前跌0.28%，报46.64美元。","news_type":1,"symbols_score_info":{"CSCO":1}},"isVote":1,"tweetType":1,"viewCount":3264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990554273,"gmtCreate":1660374942694,"gmtModify":1676533461818,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>wow","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>wow","text":"$拼多多(PDD)$wow","images":[{"img":"https://community-static.tradeup.com/news/bafe8bbee4e33789bea29bcbfa8714bd","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990554273","isVote":1,"tweetType":1,"viewCount":4016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9901823308,"gmtCreate":1659163832304,"gmtModify":1676536267945,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","text":"$拼多多(PDD)$hi","images":[{"img":"https://community-static.tradeup.com/news/dd9d5ea6a0754fe9631c1bc329134e78","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901823308","isVote":1,"tweetType":1,"viewCount":3213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9900088688,"gmtCreate":1658618855844,"gmtModify":1676536181485,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","text":"$拼多多(PDD)$hi","images":[{"img":"https://community-static.tradeup.com/news/2e40475961d8875277b1bc6069020704","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900088688","isVote":1,"tweetType":1,"viewCount":5385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9071209085,"gmtCreate":1657530334547,"gmtModify":1676536020872,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071209085","repostId":"2250981695","repostType":4,"repost":{"id":"2250981695","kind":"news","pubTimestamp":1657523307,"share":"https://ttm.financial/m/news/2250981695?lang=en_US&edition=fundamental","pubTime":"2022-07-11 15:08","market":"us","language":"zh","title":"Is the second quarter earnings season \"bad\"? The \"big test\" of U.S. stocks is coming!","url":"https://stock-news.laohu8.com/highlight/detail?id=2250981695","media":"智通财经","summary":"自1月触及纪录高位以来，美股已蒸发逾万亿美元，目前仍陷于熊市。本周二季度美股财报季将拉开序幕，美股走势或将受到影响。一方面，企业越来越担心经济衰退的到来，鉴于较好的经济形势可能不会持续下去，许多企业已","content":"<p><html><head></head><body>Since hitting a record high in January, U.S. stocks have wiped out more than a trillion dollars and remain in a bear market. On Tuesday, the earnings season of U.S. stocks will kick off, and the trend of U.S. stocks may be affected.</p><p>On the one hand, businesses are increasingly worried about the coming of a recession, and many have lowered their guidance given that the better economic situation may not last. On the other hand, some companies still believe that the situation of U.S. stocks will improve, and raised their 2022 earnings forecasts in the past month.</p><p>Stock valuations have fallen below historical averages, which could attract investors who are buying the dip. However, some investors and analysts have warned that the upcoming earnings season could lead to another sharp drop in global equity prices amid growing recession risks and poor corporate earnings estimates.</p><p>Many companies cut their performance guidance</p><p>The Fed's sharp rate hike has brought new losses to businesses, and a sharp rate hike could hit demand, raising the possibility of a recession and putting more pressure on U.S. stock performance guidance. Businesses are increasingly worried about the coming of a recession, and many have cut their guidance given that better economic conditions may not last.</p><p>Currently, 103 companies in the S&P have issued Q2 2022 earnings per share (EPS) guidance. Of these 103 companies, 72 companies have issued negative EPS guidance and 31 companies have issued positive EPS guidance. This is the largest number of S&P 500 companies issuing negative quarterly EPS guidance since the fourth quarter of 2019 (73). The percentage of companies in the S&P 500 that have issued negative EPS guidance for the second quarter of 2022 is currently 70% (72 out of 103 companies), which is above the 5-year average of 60% and the 10-year average of 67%.</p><p>As of now, 245 companies in the S&P have issued full-year 2022 EPS guidance. Of those 245 companies, 136 companies have issued negative EPS guidance and 109 companies have issued positive EPS guidance. The percentage of companies issuing negative EPS guidance is 56% (136 of 245 companies).</p><p><img src=\"https://static.tigerbbs.com/9feb54c7b999af6434b90d243d0ecaac\" tg-width=\"553\" tg-height=\"313\" referrerpolicy=\"no-referrer\"/></p><p>Guidance is classified as negative if a company provides guidance (or the midpoint of a range guidance) that is below the average EPS for the day before the guidance was issued. Guidance is classified as positive if the company provides guidance (or the midpoint of the guidance range) above the average EPS for the day before the guidance was issued.</p><p>Overall, analysts have lowered their earnings estimates for the second quarter of 2022 overall in terms of revisions to earnings estimates for companies that are components of the S&P 500. So far, analysts and businesses have lowered their earnings estimates for the second quarter. The S&P 500 is expected to record its lowest earnings growth since the fourth quarter of 2020.</p><p>On a per-share basis, second-quarter expected earnings are down 0.9% since March 31. While the decline is below the quarterly levels of the 5-year average (-2.3%), 10-year average (-3.3%), and 15-year average (-4.7%), it is also the second-largest decline in quarterly EPS estimates since the second quarter of 2020 (-37.0%).</p><p>The expected earnings (year-over-year) growth rate for the second quarter of 2022 is now starting to decline relative to the second quarter due to an increase in the number of companies issuing negative EPS guidance and a downward revision to earnings estimates. As of today, according to calculations, the second-quarter earnings that S&P 500 companies will report are expected to increase by 4.3% year-on-year, compared with the estimate of 5.9% on March 31st. If you set actual earnings growth at 4.3% annualized for the second quarter, that would be the lowest level since the fourth quarter of 2020 (3.8%).</p><p>At present, some enterprises have begun to lower their performance expectations. For example,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>And<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>And other companies have announced bleak financial guidance in recent weeks. Among them,<a href=\"https://laohu8.com/S/BA\">boeing</a>Retailers<a href=\"https://laohu8.com/S/TGT\">Target</a>In the past four weeks, the second quarter EPS forecast has been lowered the most.</p><p><img src=\"https://static.tigerbbs.com/d3513f8995dafcafdcaee41497c630a8\" tg-width=\"480\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p><p>Microsoft said it lowered its revenue and earnings outlook for the company's fiscal fourth quarter due to negative foreign exchange factors. Microsoft said it expects a $460 million impact from foreign exchange, lowering its EPS guidance range to between $2.24-$2.32, compared with the previous estimate of $2.28-$2.35. Separately, the company also lowered its revenue guidance range to between $51.94 billion and $52.74 billion, compared with the previous estimate of $52.4 billion-$53.2 billion.</p><p>On June 7, Target warned investors that the company's profits would be hit in the short term as it would cut unwanted items, cancel orders and take aggressive steps to eliminate additional inventory in response to a wave of heavily discounted or cleared goods. Target expects operating margins to be around 2% in the second quarter.</p><p>Secondly, retail giants<a href=\"https://laohu8.com/S/WMT\">Walmart</a>It also lowered its profit forecast; The company said it expects fiscal 2023 earnings per share to decline by about 1% compared to mid-single-digit growth previously expected. Gap (GPS.US) also slashed its full-year FY22 guidance as it reported Q1 results; Compared to the prior year, revenue is expected to see a low-to mid-single-digit decline, while non-GAAP EPS is expected to be in the range of $0.30-$0.60, with the high end of the analyst consensus range at $1.30.</p><p>Cisco lowered its full-year earnings estimate to $3.29-$3.37 per share from its previous estimate of $3.41-$3.46. Analysts had expected the company to post full-year earnings of $3.44 per share. On the latest guidance, full-year revenue growth will be 2% to 3%, down from previous estimates of 5.5% to 6.5%. Looking ahead to Q4 FY22, Cisco expects revenue to decline by 1% to 5.5% and adjusted EPS of 76 cents to 84 cents.</p><p>However, some investors and companies still believe that the situation of U.S. stocks will improve, and raised their 2022 earnings forecasts in the past month. The sectors whose earnings estimates have been raised in the second quarter of the S&P 500 index include energy, industry, materials, real estate, IT and healthcare in order.</p><p><img src=\"https://static.tigerbbs.com/f4f23e67c8c115c726514f47e669b085\" tg-width=\"553\" tg-height=\"313\" referrerpolicy=\"no-referrer\"/></p><p>This comes after Albemarle of the United States, the world's largest lithium producer, raised its guidance for fiscal 2022 for the second time. Albemarle now expects full-year 2022 sales of $5.8 billion-$6.2 billion, up from the previous estimate of $5.2 billion-$5.6 billion. Among them, the adjusted EBITDA of the lithium business is expected to grow by approximately 300% year-on-year, higher than previously expected.</p><p><a href=\"https://laohu8.com/S/M\">Macy's</a>reiterated in announcing Q1 results that it expects 2022 sales of $24.46 billion to $24.7 billion, flat year-over-year to 1.0% growth. Considering the share buybacks in the first quarter of 2022, as well as the improved credit card revenue estimates, the Company raised its 2022 adjusted diluted EPS guidance range to $4.53-$4.95, compared to its previous guidance range of $4.13-$4.52.</p><p>But some investors and analysts have warned that the upcoming corporate earnings season, with some corporate earnings estimates looking too optimistic given the rising risk of a recession.</p><p>Gloomy results outlook weighs on U.S. stocks</p><p>Historically, business real revenues during recessions have tended to decline by about 15% year over year, according to Evercore. That means the S&P 500's total EPS could fall to around $192 in 2023, down from the $227 expected this year. If the current expected earnings multiple for the S&P 500 is kept unchanged, the index will drop to around 3,000 by the end of the year.</p><p>Many investment banks are pessimistic about the impact of this earnings season on the trend of U.S. stocks.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>said there are already signs that earnings estimates will be slashed in the coming months. According to its view on earnings for U.S. stocks, the reasonable point for the S&P 500 is at 3400-3500, which is about 11% below the current level. \"Unless earnings estimates are lowered to a more reasonable level, or valuations reflect this risk, the bear market is not over,\" the bank said.</p><p>Absolute Strategy Research surveyed the expectations of investors with a total of $5.2 trillion in assets under management. The likelihood of global corporate earnings rising a year later has fallen to 37%, the lowest level since late 2015, according to the firm. The survey also found a 53% chance that equities will return more than bonds over the next 12 months, a record low.</p><p>Barron's pointed out that the situation of the second quarter earnings season will greatly affect the models used by analysts in making forecasts in the third and fourth quarters. At present, the general expectation is that the profit will increase by 11% to 13% in the second and third quarters. However, if the second quarter earnings performance is poor, or the management lowers the future performance guidance, it may mean that analysts will lower their profit expectations for the next two quarters, which will put more pressure on the stock market, which has fallen by 21% so far this year.</p><p>Headed by Jamie Fahy<a href=\"https://laohu8.com/S/C\">Citigroup</a>While global equities struggled through the first half of 2022, the pain may not be over, strategists issued a report saying. Investors are already beset by runaway inflation and the potential impact of tightening policies aimed at controlling it, and the prospect of corporate earnings estimates being revised down will be the latest headwind for investors, the bank's strategists wrote in the report. Resilient corporate earnings are one of the few factors to support stocks this year, so any sign of a crack would worry investors, given lower valuations have pushed stocks back in recent weeks, the bank added.</p><p>Francesco Cudrano, a consultant at Simplify Partners, said: \"Corporate earnings are rarely revised downward, and people are still overly optimistic. That's why we expect another correction when we report our results, and with that volatility, there's a real risk of taking a hit.\" Cudrano said Simplify Partners has been trimming its equity exposure, increasing its cash, and expects the stock market to fall 15-20%.</p><p>Eric Johnston, head of equity derivatives and cross-assets at Cantor Fitzgerald, said: \"Negative guidance can appear at any time now. Revenue and profit margins are at risk. We don't think the Fed will stop its rate hike for at least four months, even if the economic growth slows down, even if the stock market moves sharply lower.\"</p><p>conclusion</p><p>Worries about corporate performance are likely to bolster the notion that stocks remain overvalued, even after this year's sharp decline, after the US economy has been mounted by bad mouths and the Federal Reserve's steep rate hike. According to Barclays, stocks may struggle to find a bottom until profit forecasts are lowered. That's because high profit expectations \"sensory compress\" company valuations to levels that could mislead investors.</p><p>All in all, when the risk of the US economy falling into recession is gradually increasing, it is difficult to reproduce last year's frenetic performance. In the current environment, the performance prospects of US stock companies are not optimistic. At present, US stock investors can only expect the upcoming earnings season to pass smoothly. This is another red flag for anyone looking to buy shares at current levels.</p><p></body></html></p>","source":"stock_zhitongcaijing","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 second quarter earnings season \"bad\"? The \"big test\" of U.S. stocks is coming!</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 second quarter earnings season \"bad\"? The \"big test\" of U.S. stocks is coming!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-07-11 15:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Since hitting a record high in January, U.S. stocks have wiped out more than a trillion dollars and remain in a bear market. On Tuesday, the earnings season of U.S. stocks will kick off, and the trend of U.S. stocks may be affected.</p><p>On the one hand, businesses are increasingly worried about the coming of a recession, and many have lowered their guidance given that the better economic situation may not last. On the other hand, some companies still believe that the situation of U.S. stocks will improve, and raised their 2022 earnings forecasts in the past month.</p><p>Stock valuations have fallen below historical averages, which could attract investors who are buying the dip. However, some investors and analysts have warned that the upcoming earnings season could lead to another sharp drop in global equity prices amid growing recession risks and poor corporate earnings estimates.</p><p>Many companies cut their performance guidance</p><p>The Fed's sharp rate hike has brought new losses to businesses, and a sharp rate hike could hit demand, raising the possibility of a recession and putting more pressure on U.S. stock performance guidance. Businesses are increasingly worried about the coming of a recession, and many have cut their guidance given that better economic conditions may not last.</p><p>Currently, 103 companies in the S&P have issued Q2 2022 earnings per share (EPS) guidance. Of these 103 companies, 72 companies have issued negative EPS guidance and 31 companies have issued positive EPS guidance. This is the largest number of S&P 500 companies issuing negative quarterly EPS guidance since the fourth quarter of 2019 (73). The percentage of companies in the S&P 500 that have issued negative EPS guidance for the second quarter of 2022 is currently 70% (72 out of 103 companies), which is above the 5-year average of 60% and the 10-year average of 67%.</p><p>As of now, 245 companies in the S&P have issued full-year 2022 EPS guidance. Of those 245 companies, 136 companies have issued negative EPS guidance and 109 companies have issued positive EPS guidance. The percentage of companies issuing negative EPS guidance is 56% (136 of 245 companies).</p><p><img src=\"https://static.tigerbbs.com/9feb54c7b999af6434b90d243d0ecaac\" tg-width=\"553\" tg-height=\"313\" referrerpolicy=\"no-referrer\"/></p><p>Guidance is classified as negative if a company provides guidance (or the midpoint of a range guidance) that is below the average EPS for the day before the guidance was issued. Guidance is classified as positive if the company provides guidance (or the midpoint of the guidance range) above the average EPS for the day before the guidance was issued.</p><p>Overall, analysts have lowered their earnings estimates for the second quarter of 2022 overall in terms of revisions to earnings estimates for companies that are components of the S&P 500. So far, analysts and businesses have lowered their earnings estimates for the second quarter. The S&P 500 is expected to record its lowest earnings growth since the fourth quarter of 2020.</p><p>On a per-share basis, second-quarter expected earnings are down 0.9% since March 31. While the decline is below the quarterly levels of the 5-year average (-2.3%), 10-year average (-3.3%), and 15-year average (-4.7%), it is also the second-largest decline in quarterly EPS estimates since the second quarter of 2020 (-37.0%).</p><p>The expected earnings (year-over-year) growth rate for the second quarter of 2022 is now starting to decline relative to the second quarter due to an increase in the number of companies issuing negative EPS guidance and a downward revision to earnings estimates. As of today, according to calculations, the second-quarter earnings that S&P 500 companies will report are expected to increase by 4.3% year-on-year, compared with the estimate of 5.9% on March 31st. If you set actual earnings growth at 4.3% annualized for the second quarter, that would be the lowest level since the fourth quarter of 2020 (3.8%).</p><p>At present, some enterprises have begun to lower their performance expectations. For example,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>And<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>And other companies have announced bleak financial guidance in recent weeks. Among them,<a href=\"https://laohu8.com/S/BA\">boeing</a>Retailers<a href=\"https://laohu8.com/S/TGT\">Target</a>In the past four weeks, the second quarter EPS forecast has been lowered the most.</p><p><img src=\"https://static.tigerbbs.com/d3513f8995dafcafdcaee41497c630a8\" tg-width=\"480\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p><p>Microsoft said it lowered its revenue and earnings outlook for the company's fiscal fourth quarter due to negative foreign exchange factors. Microsoft said it expects a $460 million impact from foreign exchange, lowering its EPS guidance range to between $2.24-$2.32, compared with the previous estimate of $2.28-$2.35. Separately, the company also lowered its revenue guidance range to between $51.94 billion and $52.74 billion, compared with the previous estimate of $52.4 billion-$53.2 billion.</p><p>On June 7, Target warned investors that the company's profits would be hit in the short term as it would cut unwanted items, cancel orders and take aggressive steps to eliminate additional inventory in response to a wave of heavily discounted or cleared goods. Target expects operating margins to be around 2% in the second quarter.</p><p>Secondly, retail giants<a href=\"https://laohu8.com/S/WMT\">Walmart</a>It also lowered its profit forecast; The company said it expects fiscal 2023 earnings per share to decline by about 1% compared to mid-single-digit growth previously expected. Gap (GPS.US) also slashed its full-year FY22 guidance as it reported Q1 results; Compared to the prior year, revenue is expected to see a low-to mid-single-digit decline, while non-GAAP EPS is expected to be in the range of $0.30-$0.60, with the high end of the analyst consensus range at $1.30.</p><p>Cisco lowered its full-year earnings estimate to $3.29-$3.37 per share from its previous estimate of $3.41-$3.46. Analysts had expected the company to post full-year earnings of $3.44 per share. On the latest guidance, full-year revenue growth will be 2% to 3%, down from previous estimates of 5.5% to 6.5%. Looking ahead to Q4 FY22, Cisco expects revenue to decline by 1% to 5.5% and adjusted EPS of 76 cents to 84 cents.</p><p>However, some investors and companies still believe that the situation of U.S. stocks will improve, and raised their 2022 earnings forecasts in the past month. The sectors whose earnings estimates have been raised in the second quarter of the S&P 500 index include energy, industry, materials, real estate, IT and healthcare in order.</p><p><img src=\"https://static.tigerbbs.com/f4f23e67c8c115c726514f47e669b085\" tg-width=\"553\" tg-height=\"313\" referrerpolicy=\"no-referrer\"/></p><p>This comes after Albemarle of the United States, the world's largest lithium producer, raised its guidance for fiscal 2022 for the second time. Albemarle now expects full-year 2022 sales of $5.8 billion-$6.2 billion, up from the previous estimate of $5.2 billion-$5.6 billion. Among them, the adjusted EBITDA of the lithium business is expected to grow by approximately 300% year-on-year, higher than previously expected.</p><p><a href=\"https://laohu8.com/S/M\">Macy's</a>reiterated in announcing Q1 results that it expects 2022 sales of $24.46 billion to $24.7 billion, flat year-over-year to 1.0% growth. Considering the share buybacks in the first quarter of 2022, as well as the improved credit card revenue estimates, the Company raised its 2022 adjusted diluted EPS guidance range to $4.53-$4.95, compared to its previous guidance range of $4.13-$4.52.</p><p>But some investors and analysts have warned that the upcoming corporate earnings season, with some corporate earnings estimates looking too optimistic given the rising risk of a recession.</p><p>Gloomy results outlook weighs on U.S. stocks</p><p>Historically, business real revenues during recessions have tended to decline by about 15% year over year, according to Evercore. That means the S&P 500's total EPS could fall to around $192 in 2023, down from the $227 expected this year. If the current expected earnings multiple for the S&P 500 is kept unchanged, the index will drop to around 3,000 by the end of the year.</p><p>Many investment banks are pessimistic about the impact of this earnings season on the trend of U.S. stocks.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>said there are already signs that earnings estimates will be slashed in the coming months. According to its view on earnings for U.S. stocks, the reasonable point for the S&P 500 is at 3400-3500, which is about 11% below the current level. \"Unless earnings estimates are lowered to a more reasonable level, or valuations reflect this risk, the bear market is not over,\" the bank said.</p><p>Absolute Strategy Research surveyed the expectations of investors with a total of $5.2 trillion in assets under management. The likelihood of global corporate earnings rising a year later has fallen to 37%, the lowest level since late 2015, according to the firm. The survey also found a 53% chance that equities will return more than bonds over the next 12 months, a record low.</p><p>Barron's pointed out that the situation of the second quarter earnings season will greatly affect the models used by analysts in making forecasts in the third and fourth quarters. At present, the general expectation is that the profit will increase by 11% to 13% in the second and third quarters. However, if the second quarter earnings performance is poor, or the management lowers the future performance guidance, it may mean that analysts will lower their profit expectations for the next two quarters, which will put more pressure on the stock market, which has fallen by 21% so far this year.</p><p>Headed by Jamie Fahy<a href=\"https://laohu8.com/S/C\">Citigroup</a>While global equities struggled through the first half of 2022, the pain may not be over, strategists issued a report saying. Investors are already beset by runaway inflation and the potential impact of tightening policies aimed at controlling it, and the prospect of corporate earnings estimates being revised down will be the latest headwind for investors, the bank's strategists wrote in the report. Resilient corporate earnings are one of the few factors to support stocks this year, so any sign of a crack would worry investors, given lower valuations have pushed stocks back in recent weeks, the bank added.</p><p>Francesco Cudrano, a consultant at Simplify Partners, said: \"Corporate earnings are rarely revised downward, and people are still overly optimistic. That's why we expect another correction when we report our results, and with that volatility, there's a real risk of taking a hit.\" Cudrano said Simplify Partners has been trimming its equity exposure, increasing its cash, and expects the stock market to fall 15-20%.</p><p>Eric Johnston, head of equity derivatives and cross-assets at Cantor Fitzgerald, said: \"Negative guidance can appear at any time now. Revenue and profit margins are at risk. We don't think the Fed will stop its rate hike for at least four months, even if the economic growth slows down, even if the stock market moves sharply lower.\"</p><p>conclusion</p><p>Worries about corporate performance are likely to bolster the notion that stocks remain overvalued, even after this year's sharp decline, after the US economy has been mounted by bad mouths and the Federal Reserve's steep rate hike. According to Barclays, stocks may struggle to find a bottom until profit forecasts are lowered. That's because high profit expectations \"sensory compress\" company valuations to levels that could mislead investors.</p><p>All in all, when the risk of the US economy falling into recession is gradually increasing, it is difficult to reproduce last year's frenetic performance. In the current environment, the performance prospects of US stock companies are not optimistic. At present, US stock investors can only expect the upcoming earnings season to pass smoothly. This is another red flag for anyone looking to buy shares at current levels.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/752714.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".DJI":"道琼斯"},"source_url":"http://www.zhitongcaijing.com/content/detail/752714.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250981695","content_text":"自1月触及纪录高位以来，美股已蒸发逾万亿美元，目前仍陷于熊市。本周二季度美股财报季将拉开序幕，美股走势或将受到影响。一方面，企业越来越担心经济衰退的到来，鉴于较好的经济形势可能不会持续下去，许多企业已下调业绩指引。而另一方面，也有一些企业仍坚信美股的情况会出现改善，并在过去一个月上调了2022年的盈利预测。股票估值已经跌破历史平均水平，这可能会吸引逢低买入的投资者。但是，一些投资者和分析师警告称，即将到来的财报季可能导致全球股价再度大幅下跌，因衰退风险不断加大，企业盈利预估不乐观。众多企业下调业绩指引美联储大幅加息给企业带来了新的损失，大幅加息可能会打击需求，增加了经济衰退的可能性，给美股业绩指引带来了更大的压力。企业越来越担心经济衰退的到来，鉴于较好的经济形势可能不会持续下去，许多企业已下调了业绩指引。目前，标普指数中有103家公司已经发布了2022年Q2每股收益(EPS)指引。在这103家公司中，72家公司发布了负面EPS指引，31家公司发布了正面EPS指引。这是自2019年第四季度(73家)以来，标普500指数企业中发布季度EPS负面指引企业数量最多的一次。目前，标普500指数中发布2022年第二季度负面EPS指引的公司比例为70%(103家公司中有72家)，高于60%的5年平均水平和67%的10年平均水平。截至目前，标普指数中有245家公司已经发布了2022年全年EPS指引。在这245家公司中，136家公司发布了负面EPS指引，109家公司发布了正面EPS指引。发布负面EPS指引的公司比例为56%(245家公司中的136家)。如果一家公司提供的指引(或区间指引的中点)低于该指引发布前一天的平均EPS，则该指引被列为负面指引。如果该公司提供的指引(或指引区间的中点)高于该指引发布前一天的平均EPS，则该指引被归为正面指引。总体上而言，在对标普500指数成份股公司盈利预期的修正方面，分析师总体下调了2022年第二季度的盈利预期。迄今为止，分析师和企业已经下调了第二季度的盈利预期。标普500指数预计将录得自2020年第四季度以来最低的盈利增长。按每股计算，自3月31日以来，第二季度预期收益下降了0.9%。虽然这一降幅低于5年平均水平(-2.3%)、10年平均水平(-3.3%)和15年平均水平(-4.7%)的季度水平，但也是自2020年第二季度(-37.0%)以来季度每股收益预期的第二大降幅。由于发布负面EPS指引的公司数量增多，以及对盈利预期的向下修正，2022年第二季度的预期盈利(同比)增长率现在相对于第二季度开始有所下降。截至今日，根据计算，标普500指数成分公司将公布的二季度盈利预计将同比增长4.3%，而3月31日的预期为5.9%。如果将二季度的实际盈利年化增长率定为4.3%，这将是自2020年第四季度(3.8%)以来的最低水平。目前已有一些企业开始下调业绩预期。例如，微软和思科等公司近几周都宣布了黯淡的财务指引。其中，波音、零售商塔吉特在过去四周中二季度EPS预期被下调的幅度居前。微软表示，受外汇负面因素影响，下调公司第四财季的营收和盈利前景。微软表示，预计外汇将带来4.6亿美元的影响，将每股收益指引区间下调至2.24-2.32美元之间，此前预期为2.28-2.35美元。另外，该公司还下调营收指引区间至519.4亿-527.4亿美元之间，此前预期为524亿-532亿美元。6月7日，塔吉特警告投资者称，公司的利润将在短期内受到冲击，因为该公司将削减不需要的品项，取消订单，并采取积极措施消除额外库存，以应对一波大幅打折或清仓的商品潮。塔吉特预计第二季度的营业利润率将在2%左右。其次，零售巨头沃尔玛也下调了利润预期;该公司表示，预计与此前预期的中个位数增长相比，预期2023财年每股收益将下降约 1%。Gap(GPS.US)也在公布一季度业绩时大幅下调2022财年全年指引;与上年相比，预计营收将出现中低单位数下降，而在非公认会计准则下的每股收益预计将在0.30-0.60美元之间，分析师普遍预期区间高端为1.30美元。思科将其全年收益预期从此前的每股3.41美元至3.46美元下调至3.29美元至3.37美元。分析师此前预计该公司全年每股收益为3.44美元。按最新的指引计算，全年营收增长将为2%至3%，低于此前5.5%至6.5%的预期。展望22财年的第四季度，思科预计营收将下降1%至5.5%，调整后每股收益为76美分至84美分。不过，也有一些投资者和企业仍坚信美股的情况会出现改善，在过去一个月上调了2022年的盈利预测。在标普500指数盈利预期二季度平均已上调的板块依次包括能源、工业、材料、房地产、IT、医疗保健。此前，全球最大的锂生产商美国雅宝第二次上调了其2022财年业绩指引。美国雅宝目前预计2022年全年的销售额为58亿-62亿美元，高于此前预期的52亿-56亿美元。其中，锂业务调整后EBITDA预计同比增长约300%，高于此前预期。梅西百货在公布一季度业绩时重申，预计2022年销售额为244.6亿至247亿美元，同比持平至增长1.0%。考虑到2022年第一季度的股票回购，以及信用卡收入预期的改善，公司将2022年调整后摊薄每股收益指引区间上调至4.53-4.95美元，此前的指引区间为4.13-4.52美元。但是，一些投资者和分析师警告称，即将到来的企业财报季，鉴于衰退风险不断加大，一些企业盈利预估看起来过于乐观。黯淡业绩前景令美股承压根据Evercore的数据，从历史上看，经济衰退期间的企业实际收入往往同比下降约15%。这意味着标普500指数的总每股收益可能会从今年预期的227美元降至2023年的192美元左右。如果保持标普500指数当前的预期盈利倍数不变，到今年年底该指数将降至3000点左右。众多投行对此次财报季对美股的走势影响都较为悲观。摩根士丹利表示，已经有迹象显示，未来几个月的盈利预期将被大幅下调。根据其对美股财报盈利的看法，标普500指数的合理点位在3400-3500点，比当前水平低约11%。该行表示：“除非盈利预期下调至更合理的水平，或估值反映出这种风险，否则熊市还没有结束。”Absolute Strategy Research对总管理着5.2万亿美元资产的投资者的预期进行了调查。该公司的数据显示，一年后全球企业盈利上升的可能性已降至37%，为2015年底以来的最低水平。该调查还发现，未来12个月股票投资回报率超过债券的可能性为53%，创下历史新低。巴伦周刊指出，二季度财报季的情况将在很大程度上影响第三和第四季度分析师在做预测时使用的模型，目前的普遍预期是二、三季度利润都会出现11%到13%的增长，但如果二季度财报表现不佳，或管理层下调未来业绩指引，这可能意味着分析师将下调未来两个季度的利润预期，而这将给今年迄今已经下跌了21%的股市带来更多压力。以Jamie Fahy为首的花旗策略师发表报告表示，尽管全球股市艰难度过了2022年上半年，但痛苦可能尚未结束。该行策略师在报告中写道，投资者已经被失控的通胀和旨在控制通胀的紧缩政策的潜在影响所困扰，而企业盈利预期被下调的前景将是投资者面临的最新阻力。该行补充道，具备弹性的企业盈利是今年为数不多支撑股市的因素之一，因此，考虑到较低的估值推动股市在近几周反弹，任何出现裂痕的迹象都会令投资者感到担忧。Simplify Partners顾问Francesco Cudrano表示：“企业盈利很少向下修正，人们仍然过于乐观。这就是为什么我们预计在公布业绩时将出现另一次修正，而且在这种波动下，真的有遭受打击的风险。”Cudrano表示，Simplify Partners一直在削减股票敞口，增加现金，预计股市将下跌15-20%。Cantor Fitzgerald股票衍生品和交叉资产主管Eric Johnston称:“现在任何时候都可能出现负面指引。收入和利润率都面临风险。我们认为美联储至少在四个月内不会停止加息，即使经济成长放缓，即使股市大幅走低。”结论在美国经济唱衰声不断、美联储大幅加息后，对企业业绩的担忧可能会支持这样一种观点，即即使在今年大幅下跌之后，股市估值仍过高。根据巴克莱的说法，在利润预期被调低之前，股市可能很难找到底部。这是因为高利润预期会“感观上压缩”公司估值，使其达到可能误导投资者的水平。总而言之，在美国经济陷入衰退的风险渐渐变大之际，去年狂热的业绩很难再现，在当前环境下，美股企业的业绩前景不太乐观，目前美股投资者只能期望即将到来的财报季平缓渡过。对于任何想以当前水平购买股票的人来说，这是另一个危险信号。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053123719,"gmtCreate":1654501139731,"gmtModify":1676535458461,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053123719","repostId":"1123325548","repostType":4,"repost":{"id":"1123325548","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":1654495810,"share":"https://ttm.financial/m/news/1123325548?lang=en_US&edition=fundamental","pubTime":"2022-06-06 14:10","market":"other","language":"zh","title":"Hang Seng Tech Index Up 3%, Shell Up About 13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123325548","media":"老虎资讯综合","summary":"6月6日，恒生科技指数涨3%，贝壳涨约13%，理想汽车涨约12%，美团涨约9%，比亚迪涨近6%。","content":"<p><html><head></head><body>On June 6th, the Hang Seng Technology Index rose 3%,<a href=\"https://laohu8.com/S/BEKE\">Shell</a>Up about 13%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose about 12%, and the US Mission rose about 9%,<a href=\"https://laohu8.com/S/002594\">BYD</a>Up nearly 6%.<img src=\"https://static.tigerbbs.com/e12133d42e27dfb827cbcd38b301a72d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/f28f1681785a539b310d11073dc6047d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></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>Hang Seng Tech Index Up 3%, Shell Up About 13%</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{ 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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\">\nHang Seng Tech Index Up 3%, Shell Up About 13%\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\">2022-06-06 14:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On June 6th, the Hang Seng Technology Index rose 3%,<a href=\"https://laohu8.com/S/BEKE\">Shell</a>Up about 13%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose about 12%, and the US Mission rose about 9%,<a href=\"https://laohu8.com/S/002594\">BYD</a>Up nearly 6%.<img src=\"https://static.tigerbbs.com/e12133d42e27dfb827cbcd38b301a72d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/f28f1681785a539b310d11073dc6047d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09caddfc0c2d2ea28b3db992baa72dbf","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4505":"高瓴资本持仓","BK4079":"房地产服务","BK4526":"热门中概股","02015":"理想汽车-W","BK4504":"桥水持仓","BK4509":"腾讯概念","02423":"贝壳-W","BEKE":"贝壳","HSTECH":"恒生科技指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123325548","content_text":"6月6日，恒生科技指数涨3%，贝壳涨约13%，理想汽车涨约12%，美团涨约9%，比亚迪涨近6%。","news_type":1,"symbols_score_info":{"HSTECH":0.9,"02423":0.9,"BEKE":0.9,"02015":0.9}},"isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061173594,"gmtCreate":1651591409152,"gmtModify":1676534932431,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061173594","repostId":"1171403459","repostType":4,"repost":{"id":"1171403459","kind":"news","pubTimestamp":1651591243,"share":"https://ttm.financial/m/news/1171403459?lang=en_US&edition=fundamental","pubTime":"2022-05-03 23:20","market":"sh","language":"zh","title":"Many \"Mao\" were shortlisted for brokerage gold stocks in May! Focus on two main lines in the market outlook (attached shares)","url":"https://stock-news.laohu8.com/highlight/detail?id=1171403459","media":"中国证券报","summary":"A股4月行情收官后，各大券商5月投资组合及策略观点日前陆续出炉。据不完全统计，截至5月3日，目前已有中信建投、国信证券、中国银河、华泰证券等21家券商发布了2022年5月投资组合，共推荐近160只A股","content":"<p><div>After the closing of the A-share market in April, the investment portfolios and strategic views of major securities firms in May were released one after another. According to incomplete statistics, as of May 3rd, 21 securities firms, including CITIC Construction Investment, Guosen Securities, China Galaxy and Huatai Securities, have released their investment portfolios in May 2022, recommending nearly 160 A-share and Hong Kong stock monthly gold stocks. Kweichow Moutai and \"Guanmao\" Oriental Fortune are the most optimistic. In addition, industry leaders such as \"Waterproof Mao\" and \"Duty Free Mao\" have also been jointly recommended by a number of securities firms. Regarding the market trend in May, the institution believes that the dawn has appeared, but it needs to wait patiently for the policy to exert its strength. On the whole, consolidation may still be the main factor. From...</p><p><a href=\"https://mp.weixin.qq.com/s/X6REi-is7_ihybxME8w9Uw\">Web link</a></div></p>","source":"zgzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Many \"Mao\" were shortlisted for brokerage gold stocks in May! Focus on two main lines in the market outlook (attached shares)</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\">\nMany \"Mao\" were shortlisted for brokerage gold stocks in May! Focus on two main lines in the market outlook (attached shares)\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国证券报</strong><span class=\"h-time small\">2022-05-03 23:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>After the closing of the A-share market in April, the investment portfolios and strategic views of major securities firms in May were released one after another. According to incomplete statistics, as of May 3rd, 21 securities firms, including CITIC Construction Investment, Guosen Securities, China Galaxy and Huatai Securities, have released their investment portfolios in May 2022, recommending nearly 160 A-share and Hong Kong stock monthly gold stocks. Kweichow Moutai and \"Guanmao\" Oriental Fortune are the most optimistic. In addition, industry leaders such as \"Waterproof Mao\" and \"Duty Free Mao\" have also been jointly recommended by a number of securities firms. Regarding the market trend in May, the institution believes that the dawn has appeared, but it needs to wait patiently for the policy to exert its strength. On the whole, consolidation may still be the main factor. From...</p><p><a href=\"https://mp.weixin.qq.com/s/X6REi-is7_ihybxME8w9Uw\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/X6REi-is7_ihybxME8w9Uw\">中国证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/X6REi-is7_ihybxME8w9Uw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171403459","content_text":"A股4月行情收官后，各大券商5月投资组合及策略观点日前陆续出炉。据不完全统计，截至5月3日，目前已有中信建投、国信证券、中国银河、华泰证券等21家券商发布了2022年5月投资组合，共推荐近160只A股及港股月度金股，贵州茅台及“券茅”东方财富最受看好，此外，“防水茅”“免税茅”等行业龙头也获得多家券商联合推荐。对于5月市场行情走势，机构认为曙光已现，但需耐心等待政策发力，整体上或仍以盘整为主。从配置思路看，5月券商更青睐相对高景气的稳增长及消费方向。行业茅布局价值受推崇从已发布的报告看，贵州茅台是券商5月最看好的个股，公司获得了中国银河、开源证券、华泰证券、国联证券、平安证券、东北证券、山西证券共7家券商的联合推荐。2022年一季度贵州茅台归母净利润实现了23.6%的同比增幅，华泰证券认为，公司攻守兼备，短期疫情影响及宏观环境不确定背景下，公司依靠需求韧性和自身的经营改革深化，业绩增长有望逆势提速。长期看，公司优秀的品牌力和强大的定价权支撑发展动能仍足。“券茅”东方财富5月同样入围了7家券商的金股名单，推荐券商包括中信建投、中国银河、开源证券、东吴证券、东亚前海证券、华安证券、山西证券。中信建投认为，东方财富中长期受益于资本市场扩容与财富管理，整体业绩体现为向上弹性较大，向下弹性较低的特征，当前时点建议配置。券商5月推荐次数居前的金股中，有不少属于各行各业的“行业茅”，如“防水茅”东方雨虹、“免税茅”中国中免、“地茅”万科A、“猪茅”牧原股份；此外，“海运茅”中远海控、“奶茅”伊利股份、“光伏茅”隆基股份、“车茅”比亚迪等也获得部分券商推荐。券商5月推荐次数居前金股数据来源：券商研报从所属申万一级行业分布情况看，券商5月推荐金股属于食品饮料行业的最多，合计14只；属于机械设备、电力设备、电子三大行业个股分别有11只、10只、10只；基础化工、医药生物、计算机等行业“金股”分布也较为密集。21家券商5月金股名单数据来源：券商研报曙光已现 耐心等待政策发力“五一”假期后A股市场将如何演绎？目前，多数券商对5月行情仍持较为谨慎的态度。中国银河证券认为，国内疫情反复对于经济的影响是投资者主要的担忧之一，俄乌地缘冲突持续导致供给冲击带来的商品价格上涨的风险仍不可忽视。同时，5月初美联储第二次加息和缩表计划都大概率落地，外围的风险扰动虽仍在，但应该将关注点回归国内稳增长的情况。当前曙光已现，需耐心等待政策发力以及投资者预期和信心修复。光大证券认为，未来市场仍有一定压力，但积极因素的增加有望“稳住”市场：当前国内经济和A股盈利仍有一定压力，但国内疫情的缓和也有助于缓解市场的悲观情绪；另一方面，中央财经委会议强调全面加强基础设施建设，构建现代化基础设施体系，未来更多稳增长相关的政策或将出台。近期A股市场迎来超跌反弹，对此平安证券认为，主要受到近期疫情形势出现边际好转和支持政策加码落地的催化。不过，考虑到目前内需仍然偏弱，经济底大概率在二季度确认，更多实质性政策有待落地，A股市场5月预计整体仍以盘整为主。伴随着一季报披露完毕，山西证券认为市场有望重回结构性修复行情，但此次疫情对供应链的冲击较为明显，部分行业的预期修复仍有待业绩印证，海外紧缩周期后全球金融环境仍面临一定不确定性，或对市场风险偏好产生阶段性冲击。关注稳增长及消费方向对于后市配置，5月份，券商对于相对高景气的稳增长及消费方向关注度较高。光大证券认为，稳增长方向或将是资本市场最重要的主线之一，而历史上历次固定资产投资增速上行区间，“稳增长”相关板块均表现突出。看好传统基建方向的建筑、建材、银行、地产等行业，以及新基建方向的风电、光伏等行业。对于消费板块，东北证券认为，市场对于疫情的担忧已经有所缓解，后续在“科学防疫”政策以及数字化治理、特效药与疫苗的推行下，需求有望得到释放，酒店餐饮、旅游及景区、体育和餐饮等大众消费板块有望迎来边际改善。开源证券建议，投资者5月配置“六成进攻成长，四成防御价值”，具体看好三类方向：成长属性，包括“新半军”(新能源、半导体和军工)、高端制造业等产业链；疫情后修复，包括互联网物流平台，新能源汽车、半导体产业链修复等；食品饮料等必选消费方向。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063564106,"gmtCreate":1651496261619,"gmtModify":1676534915906,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063564106","repostId":"1164975751","repostType":4,"isVote":1,"tweetType":1,"viewCount":1818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087705004,"gmtCreate":1651048691764,"gmtModify":1676534840640,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087705004","repostId":"1180053672","repostType":4,"repost":{"id":"1180053672","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":1651047040,"share":"https://ttm.financial/m/news/1180053672?lang=en_US&edition=fundamental","pubTime":"2022-04-27 16:10","market":"us","language":"zh","title":"Pre-market changes | China concept stocks take the lead in rebounding! Microsoft Post-Grade Carnival","url":"https://stock-news.laohu8.com/highlight/detail?id=1180053672","media":"老虎资讯综合","summary":"4月27日，美股三大股指期货短线拉升，道指期货涨1.11%，纳指期货涨1.15%，标普500指数期货涨1.04%。热门中概股盘前走高，理想汽车涨超6%，京东、小鹏汽车涨近5%，拼多多、百度涨超3%，阿","content":"<p><html><head></head><body>On April 27th, the futures of the three major U.S. stock indexes rose in the short term, with the Dow Jones Industrial Average rising by 1.11%, the Nasdaq Jones Industrial Average rising by 1.15% and the S&P 500 index rising by 1.04%.</p><p><img src=\"https://static.tigerbbs.com/af8d41b1af280fc1b40d70f1af5d84b5\" tg-width=\"385\" tg-height=\"182\" referrerpolicy=\"no-referrer\"/></p><p>Popular Chinese stocks rose before the market,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>rose by more than 6%,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>Up nearly 5%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>rose by more than 3%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>rose by more than 2%;</p><p><a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>It fell by more than 8% before the market, and the stock once fell by more than 40% in the intraday session on Tuesday and triggered the fuse many times;</p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>It rose by more than 5% before the market, and Q3 revenue increased by 18% year-on-year, exceeding expectations.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cloud and other businesses recorded growth in revenue;</p><p><a href=\"https://laohu8.com/S/GOOG\">Google</a>It fell 2.38% before the market, and Q1 revenue increased by 23% year-on-year, the lowest year-on-year growth rate since the end of 2020;</p><p><a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>It fell nearly 2% before the market, and Q2 sales and earnings outlook were miss the market expectation;</p><p><a href=\"https://laohu8.com/S/LCID\">Lucid Group</a>It rose 6.52% before the market, and the company reached a purchase agreement with Saudi Arabia for up to 100,000 electric vehicles;</p><p>American toy manufacturers<a href=\"https://laohu8.com/S/MAT\">Mattel</a>It rose 11.7% before the market, and Mattel was rumored to be seeking to sell the company.<a href=\"https://laohu8.com/S/APO\">Apollo Global Management</a>Company and acquisition companies such as L Catterton in talks;</p><p><a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>It fell 6% before the market, and the market was worried that the risk of economic recession would exceed the increase of borrowing costs, which would lead to profit margin growth;</p><p><a href=\"https://laohu8.com/S/V\">Visa</a>It rose nearly 5% before the market, and Q1 revenue and profit all exceeded market expectations;</p><p><a href=\"https://laohu8.com/S/GM\">General Motors</a>Up 2.5% premarket, first-quarter adjusted EPS beat expectations;</p><p><a href=\"https://laohu8.com/S/JKS\">JinkoSolar</a>It rose by 4.5% before the market. The conversion efficiency of the company's 182 N-type high-efficiency monocrystalline silicon cell was tested and certified by the third party of China Academy of Metrology, and the conversion efficiency of the full-area cell reached 25.7%.</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>Pre-market changes | China concept stocks take the lead in rebounding! Microsoft Post-Grade Carnival</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\">\nPre-market changes | China concept stocks take the lead in rebounding! Microsoft Post-Grade Carnival\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\">2022-04-27 16:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 27th, the futures of the three major U.S. stock indexes rose in the short term, with the Dow Jones Industrial Average rising by 1.11%, the Nasdaq Jones Industrial Average rising by 1.15% and the S&P 500 index rising by 1.04%.</p><p><img src=\"https://static.tigerbbs.com/af8d41b1af280fc1b40d70f1af5d84b5\" tg-width=\"385\" tg-height=\"182\" referrerpolicy=\"no-referrer\"/></p><p>Popular Chinese stocks rose before the market,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>rose by more than 6%,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>Up nearly 5%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>rose by more than 3%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>rose by more than 2%;</p><p><a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>It fell by more than 8% before the market, and the stock once fell by more than 40% in the intraday session on Tuesday and triggered the fuse many times;</p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>It rose by more than 5% before the market, and Q3 revenue increased by 18% year-on-year, exceeding expectations.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cloud and other businesses recorded growth in revenue;</p><p><a href=\"https://laohu8.com/S/GOOG\">Google</a>It fell 2.38% before the market, and Q1 revenue increased by 23% year-on-year, the lowest year-on-year growth rate since the end of 2020;</p><p><a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>It fell nearly 2% before the market, and Q2 sales and earnings outlook were miss the market expectation;</p><p><a href=\"https://laohu8.com/S/LCID\">Lucid Group</a>It rose 6.52% before the market, and the company reached a purchase agreement with Saudi Arabia for up to 100,000 electric vehicles;</p><p>American toy manufacturers<a href=\"https://laohu8.com/S/MAT\">Mattel</a>It rose 11.7% before the market, and Mattel was rumored to be seeking to sell the company.<a href=\"https://laohu8.com/S/APO\">Apollo Global Management</a>Company and acquisition companies such as L Catterton in talks;</p><p><a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>It fell 6% before the market, and the market was worried that the risk of economic recession would exceed the increase of borrowing costs, which would lead to profit margin growth;</p><p><a href=\"https://laohu8.com/S/V\">Visa</a>It rose nearly 5% before the market, and Q1 revenue and profit all exceeded market expectations;</p><p><a href=\"https://laohu8.com/S/GM\">General Motors</a>Up 2.5% premarket, first-quarter adjusted EPS beat expectations;</p><p><a href=\"https://laohu8.com/S/JKS\">JinkoSolar</a>It rose by 4.5% before the market. The conversion efficiency of the company's 182 N-type high-efficiency monocrystalline silicon cell was tested and certified by the third party of China Academy of Metrology, and the conversion efficiency of the full-area cell reached 25.7%.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BIDU":"百度","BK4579":"人工智能","BK4550":"红杉资本持仓",".DJI":"道琼斯","BK4548":"巴美列捷福持仓","BABA":"阿里巴巴",".IXIC":"NASDAQ Composite","XPEV":"小鹏集团","BK4538":"云计算","BK4525":"远程办公概念",".SPX":"S&P 500 Index","BK4504":"桥水持仓","BK4097":"系统软件","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","09618":"京东集团-SW","NIO":"蔚来","BK4527":"明星科技股","PDD":"拼多多","BK4567":"ESG概念","TTTN":"老虎中美互联网巨头ETF","BK4534":"瑞士信贷持仓","MSFT":"微软","BK4576":"AR","GOOG":"谷歌","LI":"理想汽车","APO":"阿波罗全球管理","SPY":"标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","TXN":"德州仪器","5RE.SI":"智能","BK4503":"景林资产持仓","BK4566":"资本集团","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4535":"淡马锡持仓","JD":"京东","BK4577":"网络游戏","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":"1180053672","content_text":"4月27日，美股三大股指期货短线拉升，道指期货涨1.11%，纳指期货涨1.15%，标普500指数期货涨1.04%。热门中概股盘前走高，理想汽车涨超6%，京东、小鹏汽车涨近5%，拼多多、百度涨超3%，阿里巴巴、蔚来涨超2%；法拉第未来盘前跌超8%，该股周二盘中一度跌超40%且多次触发熔断；微软盘前涨超5%，Q3营收同比增长18%超预期，旗下智能云等业务收入均录得增长；谷歌盘前跌2.38%，Q1营收同比增长23%，为2020年末以来最低同比增速；德州仪器盘前跌近2%，Q2销售额及盈利展望不及市场预期；Lucid Group盘前涨6.52%，公司与沙特阿拉伯达成至多10万辆电动车的采购协议；美国玩具制造商美泰盘前涨11.7%，传美泰正寻求出售公司，已与阿波罗全球管理公司和L Catterton等收购公司进行谈判；德意志银行盘前跌6%，市场担忧经济衰退风险超借款成本上升带来利润率增长；Visa盘前涨近5%，Q1营收利润均超市场预期；通用汽车盘前涨2.5%，第一季度调整后每股收益超预期；晶科能源盘前涨4.5%，公司182 N型高效单晶硅电池转化效率经中国计量科学院第三方测试认证，全面积电池转化效率达到25.7%。","news_type":1,"symbols_score_info":{"APO":0.9,"BIDU":0.9,"09618":0.9,"TTTN":0.9,"SPY":0.9,"ESmain":0.9,"JD":0.9,"PDD":0.9,".SPX":0.9,"TXN":0.9,"5RE.SI":0.9,"YMmain":0.9,".DJI":0.9,"NIO":0.9,"BABA":0.9,".IXIC":0.9,"GOOG":0.9,"MSFT":0.9,"NQmain":0.9,"QNETCN":0.9,"XPEV":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":1448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087702445,"gmtCreate":1651048679441,"gmtModify":1676534840633,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"<a 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06:00","market":"us","language":"zh","title":"Game Station Q1 revenue exceeds expectations, plans to issue up to 5 million additional common shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2142460248","media":"老虎资讯综合","summary":"智通财经APP获悉，周三，游戏驿站在美股收盘后公布了截至2021年5月1日的2021财年一财季财报。因计划增发及收到美国证券交易委员会的调查通知，该股在盘后交易中一度大跌超12%。财报显示，公司期内营收约为12.8亿美元，超过预期的11.59亿美元。净亏损约为6700万美元，预期为5000万美元。每股亏损1.01美元，市场预期亏损0.75美元，去年同期亏损2.57美元。期内公司拥有现金及现金等价物约6.95亿美元。公司同时递交了招股说明书，拟出售多达500万股普通股。","content":"<p>After the U.S. stock market closed on Wednesday, June 9th, Eastern Time,<a href=\"https://laohu8.com/S/GME\">Game Station</a>Announced earnings for the first quarter of fiscal 2021 ended May 1, 2021 after the U.S. stock market closed. Due to the planned additional issuance and the receipt of an investigation notice from the U.S. Securities and Exchange Commission, the stock once plunged more than 12% in after-hours trading.<img src=\"https://static.tigerbbs.com/558c37d97804f78bbd47992ec5d3a71f\" tg-width=\"696\" tg-height=\"523\" referrerpolicy=\"no-referrer\">According to the financial report, the company's revenue during the period was about $1.28 billion, exceeding the expected $1.159 billion. Net loss was approximately $67 million, compared to the estimate of $50 million. The loss per share was $1.01, compared to the market estimate for a loss of $0.75 and a loss of $2.57 in the same period last year. During the period, the Company had cash and cash equivalents of approximately US$695 million.<img src=\"https://static.tigerbbs.com/0810f497f515a7937093550c88971a3f\" tg-width=\"1050\" tg-height=\"658\" referrerpolicy=\"no-referrer\">At the same time, the company submitted a prospectus, intending to sell up to 5 million ordinary shares. According to the prospectus, there have not been any significant changes in the company's financial condition or operating conditions that could explain the price fluctuations or the volume of stock trading. Part of what contributes to the volatility of the stock price is comments from securities analysts or other third parties, including comments on blogs, articles, message boards, and social and other media. The Company plans to use proceeds from potential stock sales for general corporate purposes, invest in growth plans and strengthen its balance sheet.</p><p>In addition, the company disclosed information it received from the Securities and Exchange Commission (SEC) investigation. The company said, \"On May 26, 2021, we received a request from SEC staff to voluntarily provide documents and information regarding the SEC's investigation into our and other companies' securities trading activities. We are reviewing this request and producing the requested documents and intend to cooperate fully with SEC staff in this matter. This investigation is not expected to adversely affect us.\"</p><p>GameStop (GME.US) said it has named former Amazon (AMZN.US) executive Matt Furlong as its new chief executive officer (CEO) and another former Amazon executive, Mike Recupero, as its chief financial officer (CFO).</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>Game Station Q1 revenue exceeds expectations, plans to issue up to 5 million additional common shares</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\">\nGame Station Q1 revenue exceeds expectations, plans to issue up to 5 million additional common shares\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-10 06:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>After the U.S. stock market closed on Wednesday, June 9th, Eastern Time,<a href=\"https://laohu8.com/S/GME\">Game Station</a>Announced earnings for the first quarter of fiscal 2021 ended May 1, 2021 after the U.S. stock market closed. Due to the planned additional issuance and the receipt of an investigation notice from the U.S. Securities and Exchange Commission, the stock once plunged more than 12% in after-hours trading.<img src=\"https://static.tigerbbs.com/558c37d97804f78bbd47992ec5d3a71f\" tg-width=\"696\" tg-height=\"523\" referrerpolicy=\"no-referrer\">According to the financial report, the company's revenue during the period was about $1.28 billion, exceeding the expected $1.159 billion. Net loss was approximately $67 million, compared to the estimate of $50 million. The loss per share was $1.01, compared to the market estimate for a loss of $0.75 and a loss of $2.57 in the same period last year. During the period, the Company had cash and cash equivalents of approximately US$695 million.<img src=\"https://static.tigerbbs.com/0810f497f515a7937093550c88971a3f\" tg-width=\"1050\" tg-height=\"658\" referrerpolicy=\"no-referrer\">At the same time, the company submitted a prospectus, intending to sell up to 5 million ordinary shares. According to the prospectus, there have not been any significant changes in the company's financial condition or operating conditions that could explain the price fluctuations or the volume of stock trading. Part of what contributes to the volatility of the stock price is comments from securities analysts or other third parties, including comments on blogs, articles, message boards, and social and other media. The Company plans to use proceeds from potential stock sales for general corporate purposes, invest in growth plans and strengthen its balance sheet.</p><p>In addition, the company disclosed information it received from the Securities and Exchange Commission (SEC) investigation. The company said, \"On May 26, 2021, we received a request from SEC staff to voluntarily provide documents and information regarding the SEC's investigation into our and other companies' securities trading activities. We are reviewing this request and producing the requested documents and intend to cooperate fully with SEC staff in this matter. This investigation is not expected to adversely affect us.\"</p><p>GameStop (GME.US) said it has named former Amazon (AMZN.US) executive Matt Furlong as its new chief executive officer (CEO) and another former Amazon executive, Mike Recupero, as its chief financial officer (CFO).</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bde7ae9d5c597eb01bbb4658f0573654","relate_stocks":{"GME":"游戏驿站"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142460248","content_text":"美东时间6月9日周三美股盘后，游戏驿站在美股收盘后公布了截至2021年5月1日的2021财年一财季财报。因计划增发及收到美国证券交易委员会的调查通知，该股在盘后交易中一度大跌超12%。财报显示，公司期内营收约为12.8亿美元，超过预期的11.59亿美元。净亏损约为6700万美元，预期为5000万美元。每股亏损1.01美元，市场预期亏损0.75美元，去年同期亏损2.57美元。期内公司拥有现金及现金等价物约6.95亿美元。公司同时递交了招股说明书，拟出售多达500万股普通股。招股书称，公司财务状况或经营状况没有发生任何可以解释价格波动或股票交易量的重大变化。导致股价不稳定的部分原因是证券分析师或其他第三方的评论，包括博客、文章、留言板和社会及其他媒体上的评论。公司计划将潜在股票销售收益用于一般企业用途、投资增长计划和加强其资产负债表。\n此外，公司还披露了收到美国证券交易委员会(SEC)调查的信息。该公司表示：“2021年5月26日，我们收到了SEC工作人员的请求，要求我们自愿提供有关SEC对我们和其他公司证券交易活动进行调查的文件和信息。我们正在审查这一请求并制作所要求的文件，打算就此事与SEC工作人员充分合作。预计这项调查不会对我们产生不利影响。”\n游戏驿站(GME.US)表示已任命前亚马逊(AMZN.US)高管Matt Furlong为其新首席执行官(CEO)，另一位前亚马逊高管Mike Recupero担任首席财务官(CFO)。","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":1265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097417822,"gmtCreate":1645530249798,"gmtModify":1676534036206,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097417822","repostId":"1102077097","repostType":4,"repost":{"id":"1102077097","kind":"news","pubTimestamp":1645522075,"share":"https://ttm.financial/m/news/1102077097?lang=en_US&edition=fundamental","pubTime":"2022-02-22 17:27","market":"us","language":"zh","title":"Shell: Historic Gas Market Shortage in Coming Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1102077097","media":"智通财经网","summary":"周一，壳牌管理层分享了对当前市场的看法，以及到2040年在世界努力实现净零排放并同时将液化天然气作为一种过渡燃料的时候的展望。壳牌对液化天然气看法的核心是，该公司预计到2040年，天然气需求将增长近一","content":"<p><html><head></head><body>On Monday, Shell management shared its views on the current market and its outlook to 2040 at a time when the world strives to reach net-zero emissions and simultaneously embrace LNG as a transitional fuel.</p><p>Central to Shell's view on LNG is that the company expects gas demand to nearly double by 2040. Based on the data of approximately 380 million tonnes/year in 2021, the market expects natural gas demand to grow to 700 million tonnes/year in the next two decades. Meanwhile, Shell says it will supply about 500 tonnes/year of gas over the next two decades, and the market will experience a historic undersupply in the middle of the century.</p><p><img src=\"https://static.tigerbbs.com/ca92b99693ef49ccb0281ab0fa6d1937\" tg-width=\"667\" tg-height=\"513\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>On the demand side, Shell pointed to growing absolute energy demand as long-term trends drive demand higher, declining pipeline gas supplies in Europe and Asia, and coal-to-gas substitution.</p><p><img src=\"https://static.tigerbbs.com/9aae20f21babb57e14ec505a209f7e4d\" tg-width=\"1280\" tg-height=\"597\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Importantly, natural gas demand is unlikely to rise smoothly from 400 to 700 million tonnes per year</p><p>In Shell's view, the LNG supply side is equally bullish. From 2017 to 2019, global supply increased by approximately 30 million tonnes per year. If all goes according to plan, the global average will increase by 12 million tonnes per year between 2020 and 2025. Growth in Cheniere Energy's (LNG.US) supply by 2025 is heavily dependent on growth in the U.S. and Canada, where recent pipeline-related policy decisions may risk delays and cancellations. But policy aside, less money has been invested in related areas after the pandemic.</p><p><img src=\"https://static.tigerbbs.com/954cb5629e7dc79b827e0e5425d857fe\" tg-width=\"340\" tg-height=\"533\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Chevron (CVX.US) has effectively abandoned new mega-projects in favor of short-cycle production in the Permian Basin. Exxon Mobil (XOM.US) is yet to undertake a FID LNG expansion in Papua New Guinea after nearly 10 years of negotiation delays. Total (TTE.US) scrapped plans to build a plant in Mozambique as the security situation became unmanageable.</p><p>Shell has long pointed to the long-term trend of rising demand for LNG driven by primary energy demand growth and decarbonization. In 2021, as LNG prices reached record levels, the fragility of the global energy system brought natural gas, a low-carbon fuel, into the spotlight. As the supply landscape begins to crack, Shell expects the market to remain tight and gas prices to remain high over the next few years.</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>Shell: Historic Gas Market Shortage in Coming Years</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\">\nShell: Historic Gas Market Shortage in Coming Years\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\">2022-02-22 17:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Monday, Shell management shared its views on the current market and its outlook to 2040 at a time when the world strives to reach net-zero emissions and simultaneously embrace LNG as a transitional fuel.</p><p>Central to Shell's view on LNG is that the company expects gas demand to nearly double by 2040. Based on the data of approximately 380 million tonnes/year in 2021, the market expects natural gas demand to grow to 700 million tonnes/year in the next two decades. Meanwhile, Shell says it will supply about 500 tonnes/year of gas over the next two decades, and the market will experience a historic undersupply in the middle of the century.</p><p><img src=\"https://static.tigerbbs.com/ca92b99693ef49ccb0281ab0fa6d1937\" tg-width=\"667\" tg-height=\"513\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>On the demand side, Shell pointed to growing absolute energy demand as long-term trends drive demand higher, declining pipeline gas supplies in Europe and Asia, and coal-to-gas substitution.</p><p><img src=\"https://static.tigerbbs.com/9aae20f21babb57e14ec505a209f7e4d\" tg-width=\"1280\" tg-height=\"597\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Importantly, natural gas demand is unlikely to rise smoothly from 400 to 700 million tonnes per year</p><p>In Shell's view, the LNG supply side is equally bullish. From 2017 to 2019, global supply increased by approximately 30 million tonnes per year. If all goes according to plan, the global average will increase by 12 million tonnes per year between 2020 and 2025. Growth in Cheniere Energy's (LNG.US) supply by 2025 is heavily dependent on growth in the U.S. and Canada, where recent pipeline-related policy decisions may risk delays and cancellations. But policy aside, less money has been invested in related areas after the pandemic.</p><p><img src=\"https://static.tigerbbs.com/954cb5629e7dc79b827e0e5425d857fe\" tg-width=\"340\" tg-height=\"533\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Chevron (CVX.US) has effectively abandoned new mega-projects in favor of short-cycle production in the Permian Basin. Exxon Mobil (XOM.US) is yet to undertake a FID LNG expansion in Papua New Guinea after nearly 10 years of negotiation delays. Total (TTE.US) scrapped plans to build a plant in Mozambique as the security situation became unmanageable.</p><p>Shell has long pointed to the long-term trend of rising demand for LNG driven by primary energy demand growth and decarbonization. In 2021, as LNG prices reached record levels, the fragility of the global energy system brought natural gas, a low-carbon fuel, into the spotlight. As the supply landscape begins to crack, Shell expects the market to remain tight and gas prices to remain high over the next few years.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.zhitongcaijing.com/content/detail/662600.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/cf8f36e70adca5fe639e54bc50090afe","relate_stocks":{"RDS.A":"荷兰皇家壳牌石油A类股"},"source_url":"https://www.zhitongcaijing.com/content/detail/662600.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1102077097","content_text":"周一，壳牌管理层分享了对当前市场的看法，以及到2040年在世界努力实现净零排放并同时将液化天然气作为一种过渡燃料的时候的展望。壳牌对液化天然气看法的核心是，该公司预计到2040年，天然气需求将增长近一倍。按照2021年约3.8亿吨/年的数据来看，市场预计在未来二十年天然气需求将增长至7亿吨/年。与此同时，壳牌表示在未来二十年内，该公司天然气供应量约为500吨/年，市场将在本世纪中期出现历史性的供应不足。在需求方面，壳牌指出，随着长期趋势推动需求走高，欧洲和亚洲管道天然气供应不断下降，以及煤制气替代，绝对能源需求不断增长。重要的是，天然气需求不太可能平稳地从4亿吨/年上升到7亿吨/年在壳牌看来，液化天然气供应方面也同样看涨。2017年至2019年，全球供应量每年增加约3000万吨。如果一切按计划进行，2020年至2025年，全球平均每年将增加1200万吨。到2025年，Cheniere Energy(LNG.US)供应的增长在很大程度上依赖于美国和加拿大的增长，这些国家最近的管道相关政策决定可能存在延期和取消的风险。但抛开政策不谈，疫情后投入相关领域的资金更少了。雪佛龙(CVX.US)实际上已经放弃了新的大型项目，转而转向二叠纪盆地的短周期生产。经过近10年的谈判拖延，埃克森美孚(XOM.US)尚未在巴布亚新几内亚进行FID液化天然气扩张。由于安全形势变得难以控制，道达尔(TTE.US)取消了在莫桑比克建立工厂的计划。壳牌长期以来一直指出，一次能源需求增长和脱碳推动液化天然气需求上升的长期趋势。2021年，随着液化天然气价格达到创纪录水平，全球能源体系的脆弱性使天然气这种低碳燃料成为人们关注的焦点。随着供应格局开始出现裂痕，壳牌预计未来几年市场将继续吃紧，天然气价格也将居高不下。","news_type":1,"symbols_score_info":{"RDS.A":0.9}},"isVote":1,"tweetType":1,"viewCount":966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900088688,"gmtCreate":1658618855844,"gmtModify":1676536181485,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","text":"$拼多多(PDD)$hi","images":[{"img":"https://community-static.tradeup.com/news/2e40475961d8875277b1bc6069020704","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900088688","isVote":1,"tweetType":1,"viewCount":5385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9038546443,"gmtCreate":1646874692600,"gmtModify":1676534172246,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038546443","repostId":"2218377412","repostType":4,"repost":{"id":"2218377412","kind":"highlight","pubTimestamp":1646872980,"share":"https://ttm.financial/m/news/2218377412?lang=en_US&edition=fundamental","pubTime":"2022-03-10 08:43","market":"fut","language":"zh","title":"Global stock markets have rebounded. Is the situation better?","url":"https://stock-news.laohu8.com/highlight/detail?id=2218377412","media":"中金公司","summary":"隔夜全球市场出现“大逆转”。布伦特油价大跌11.7%至110美元/桶附近，欧美股市因此大幅反弹，欧洲股市普遍大涨7~8%，美股主要指数也反弹2%以上，纳斯达克更是大涨3.6%。　　那么，局势是否就此好转？　　解铃还须系铃人，隔夜油价大跌市场反弹修复的一个主要原因。油价大跌则与美国敦促页岩油行业加大供给、以及阿联酋表示将推动OPEC增加石油生产有一定关系。","content":"<p><html><head></head><body>After a stormy decline, the global stock market finally showed signs of stopping the fall, and all the asset performance logic was reversed. So, does the situation improve? Has the previous situation improved? Global markets saw a \"big reversal\" overnight. Brent oil price plunged by 11.7% to around $110/barrel, resulting in a sharp rebound in European and American stock markets. European stock markets generally rose by 7~8%, the main US stock indexes also rebounded by more than 2%, and Nasdaq rose by 3.6%. Not only that, gold plummeted back below $2,000, while US Treasury yields rose to 1.96%. It seems that overnight, all the asset performance logic has reversed.</p><p>So, does the situation improve? Has the previous situation improved? Combined with the latest market changes, our comments are as follows for investors' reference.</p><p><img src=\"https://static.tigerbbs.com/4bca86eb3ffdb202070180f4afc804ed\" tg-width=\"865\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/f005e1b4c8e6ca202adbba9ce28c5aa9\" tg-width=\"865\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>First, the core contradiction remains in energy and commodity prices. As we analyzed in \"The Second Wave of Russia-Ukraine Shock: From Risk Avoidance to Inflation Worry\", due to the worry of the United States and Britain announcing sanctions on Russian energy imports, the international oil price once soared to a record high, and the de facto supply shock of other resources such as wheat and non-ferrous metals caused by transportation and military operations also soared, which aggravated the market's worry about inflation and even stagflation, and the market's trading logic changed as a result, leading to the general decline in the global market, the rise of safe-haven and anti-inflation assets.</p><p>The bell must be tied, which is one of the main reasons why the oil price plummeted overnight and the market rebounded. The sharp drop in oil prices has something to do with the United States urging the shale oil industry to increase supply and the United Arab Emirates saying that it will push OPEC to increase oil production. According to the Wall Street Journal, the UAE has about 1 million barrels of spare production capacity, but this move has not been echoed by other OPEC members, especially Saudi Arabia, and the follow-up progress remains to be seen.</p><p>Secondly, short-term assets and market trends are still highly dependent on the progress of events, and supply premiums greatly disturb short-term price fluctuations. The sharp fluctuations in oil prices overnight are once again a vivid example of geopolitical trends affecting asset prices.</p><p>What we have known and determined before is that the de facto supply shock has been caused, but more importantly, whether it is an instantaneous upward rush, or whether it will continue to remain high or even further upward. There are certain differences between Europe and the United States on whether to sanction Russia's energy exports, which has a lot to do with its different dependence. The crude oil imported by the United States from Russia only accounts for less than 8% of its total imports, and the proportion of Russia's exports to the United States and Britain only accounts for less than 2% of its total exports. However, Europe is more dependent, so without Europe's full participation, the effect of sanctions will be greatly reduced, and the soaring oil price will be difficult to maintain.</p><p>On the contrary, if Europe and the United States really take strict sanctions, which will lead to a huge gap in Russia's exports of about 7 million barrels, according to the estimation of our bulk group, the supply of all parties can barely fill this \"hole\" (OPEC's output space is 3 million barrels, the remaining capacity is about 2 million barrels, Iran's 1-1.5 million barrels, and shale oil is estimated to be 2 million barrels), but the problem is that it may still be difficult to avoid the premium rise before it can be effectively filled, let alone emotional disturbance. That's why, in our previous monthly reports, \"Monthly Report on Overseas Asset Allocation of the Asset Meaning of the Russia-Ukraine Situation Superimposed on the Misalignment of Sino-US Policies (2022-03)\" and \"The Second Wave of Russia-Ukraine Shock: From Risk Aversion to Inflation Concern\", we suggested that the oil price has been greatly overbought, and it is not sufficiently certain that it will further rise sharply from the current high, but its short-term trend is still highly dependent on the geopolitical situation.</p><p>The export structure of crude oil, and the export destination of Russian crude oil</p><p><img src=\"https://static.tigerbbs.com/14a66838f4318c4fac7680416478e3ed\" tg-width=\"865\" tg-height=\"447\" referrerpolicy=\"no-referrer\"/></p><p>Again, what to observe next? Sanctions, rate hike Path, Term Spreads, Liquidity Metrics</p><p>Given the current situation, and combined with the four levels of transmission paths given in \"How much impact does the Russia-Ukraine situation have on the global supply chain?\" and \"The Second Wave of Russia-Ukraine Shock: From Risk Aversion to Inflation Concern\" (the first level of pure risk aversion is not enough to fear; the second level of supply shock has occurred and is currently the most dominant, but the duration and intensity need to be observed, which will affect the \"far-end\" rate hike and inflation path; the third level of financial liquidity has some short-term changes but has not yet become dominant; the fourth level is fundamentals), we believe that the following factors need to be observed:</p><p>1) Sanctions progress: The geopolitical situation, especially the trend of energy sanctions, remains the most important determinant in the short term.</p><p>2) March FOMC: The approaching March FOMC will give the follow-up monetary policy path (such as shrinking balance sheet and the rate hike level of dot plot). Judging from the current situation, the \"near-end\" operation will still be a step-by-step rate hike (good employment and high inflation; The market expects to raise interest rates by 25bp in March with high certainty), but the \"far-end\" rate hike path has variables. If the situation between Russia and Ukraine can be eased quickly and the price impact is more \"instantaneous\", then the general direction of inflationary pressure improvement can still be expected; If this impact is further solidified, the expected rise of the \"far-end\" rate hike and the impact on interest rates and market valuation also need to be revised up again.</p><p>3) Term spread: Due to the interweaving of current risk-off and even stagflation concerns, the long-term spread narrows too quickly (it once narrowed to only 20bp before), so the Federal Reserve may need to push the long-term interest rate up by shrinking the balance sheet to avoid too fast inversion (\"If the Federal Reserve rate hike 50bp at a time\"). However, if inflation continues to be high or even the far-end inflation is higher for longer and larger than expected, the negative impacts such as recession expectation, monetary policy dilemma, corporate profit erosion and profit damage of the banking sector caused by \"curve inversion\" may gradually appear.</p><p>4) Changes in liquidity indicators: whether there are signs of liquidity risk spreading.</p><p>In this context, the market may be repaired, but it still does not rule out ups and downs until the situation is clear, especially in Europe, which is highly exposed to the situation between Russia and Ukraine, and some emerging markets with poor ability to resist risks. However, at present, major markets have also been obviously oversold, such as US stocks and Hong Kong stocks. On the contrary, commodities, such as gold and oil, are also obviously overbought, and their trends are highly dependent on the geopolitical situation. We are not sufficiently sure of further sharp upward from the current high.</p><p>If the situation escalates further, the middle and downstream sectors and U.S. stock banks may suffer due to rising costs and flattening interest spreads, while the concept of price increase (energy and<a href=\"https://laohu8.com/S/000061\">Agricultural Products</a>), hedging (such as high Dividend) and steady growth to hedge or be more sensitive.</p><p><img src=\"https://static.tigerbbs.com/bc92ff510f18097e03f898ad818256cb\" tg-width=\"865\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e748b31464032930039339642e5c8e68\" tg-width=\"865\" tg-height=\"529\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/04f97ec43063876c35346a9fe1b8f924\" tg-width=\"865\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>(Article source:<a href=\"https://laohu8.com/S/601995\">CICC</a>）</p><p></body></html></p>","source":"eastmoney_highlight","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>Global stock markets have rebounded. Is the situation better?</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\">\nGlobal stock markets have rebounded. Is the situation better?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中金公司</strong><span class=\"h-time small\">2022-03-10 08:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>After a stormy decline, the global stock market finally showed signs of stopping the fall, and all the asset performance logic was reversed. So, does the situation improve? Has the previous situation improved? Global markets saw a \"big reversal\" overnight. Brent oil price plunged by 11.7% to around $110/barrel, resulting in a sharp rebound in European and American stock markets. European stock markets generally rose by 7~8%, the main US stock indexes also rebounded by more than 2%, and Nasdaq rose by 3.6%. Not only that, gold plummeted back below $2,000, while US Treasury yields rose to 1.96%. It seems that overnight, all the asset performance logic has reversed.</p><p>So, does the situation improve? Has the previous situation improved? Combined with the latest market changes, our comments are as follows for investors' reference.</p><p><img src=\"https://static.tigerbbs.com/4bca86eb3ffdb202070180f4afc804ed\" tg-width=\"865\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/f005e1b4c8e6ca202adbba9ce28c5aa9\" tg-width=\"865\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>First, the core contradiction remains in energy and commodity prices. As we analyzed in \"The Second Wave of Russia-Ukraine Shock: From Risk Avoidance to Inflation Worry\", due to the worry of the United States and Britain announcing sanctions on Russian energy imports, the international oil price once soared to a record high, and the de facto supply shock of other resources such as wheat and non-ferrous metals caused by transportation and military operations also soared, which aggravated the market's worry about inflation and even stagflation, and the market's trading logic changed as a result, leading to the general decline in the global market, the rise of safe-haven and anti-inflation assets.</p><p>The bell must be tied, which is one of the main reasons why the oil price plummeted overnight and the market rebounded. The sharp drop in oil prices has something to do with the United States urging the shale oil industry to increase supply and the United Arab Emirates saying that it will push OPEC to increase oil production. According to the Wall Street Journal, the UAE has about 1 million barrels of spare production capacity, but this move has not been echoed by other OPEC members, especially Saudi Arabia, and the follow-up progress remains to be seen.</p><p>Secondly, short-term assets and market trends are still highly dependent on the progress of events, and supply premiums greatly disturb short-term price fluctuations. The sharp fluctuations in oil prices overnight are once again a vivid example of geopolitical trends affecting asset prices.</p><p>What we have known and determined before is that the de facto supply shock has been caused, but more importantly, whether it is an instantaneous upward rush, or whether it will continue to remain high or even further upward. There are certain differences between Europe and the United States on whether to sanction Russia's energy exports, which has a lot to do with its different dependence. The crude oil imported by the United States from Russia only accounts for less than 8% of its total imports, and the proportion of Russia's exports to the United States and Britain only accounts for less than 2% of its total exports. However, Europe is more dependent, so without Europe's full participation, the effect of sanctions will be greatly reduced, and the soaring oil price will be difficult to maintain.</p><p>On the contrary, if Europe and the United States really take strict sanctions, which will lead to a huge gap in Russia's exports of about 7 million barrels, according to the estimation of our bulk group, the supply of all parties can barely fill this \"hole\" (OPEC's output space is 3 million barrels, the remaining capacity is about 2 million barrels, Iran's 1-1.5 million barrels, and shale oil is estimated to be 2 million barrels), but the problem is that it may still be difficult to avoid the premium rise before it can be effectively filled, let alone emotional disturbance. That's why, in our previous monthly reports, \"Monthly Report on Overseas Asset Allocation of the Asset Meaning of the Russia-Ukraine Situation Superimposed on the Misalignment of Sino-US Policies (2022-03)\" and \"The Second Wave of Russia-Ukraine Shock: From Risk Aversion to Inflation Concern\", we suggested that the oil price has been greatly overbought, and it is not sufficiently certain that it will further rise sharply from the current high, but its short-term trend is still highly dependent on the geopolitical situation.</p><p>The export structure of crude oil, and the export destination of Russian crude oil</p><p><img src=\"https://static.tigerbbs.com/14a66838f4318c4fac7680416478e3ed\" tg-width=\"865\" tg-height=\"447\" referrerpolicy=\"no-referrer\"/></p><p>Again, what to observe next? Sanctions, rate hike Path, Term Spreads, Liquidity Metrics</p><p>Given the current situation, and combined with the four levels of transmission paths given in \"How much impact does the Russia-Ukraine situation have on the global supply chain?\" and \"The Second Wave of Russia-Ukraine Shock: From Risk Aversion to Inflation Concern\" (the first level of pure risk aversion is not enough to fear; the second level of supply shock has occurred and is currently the most dominant, but the duration and intensity need to be observed, which will affect the \"far-end\" rate hike and inflation path; the third level of financial liquidity has some short-term changes but has not yet become dominant; the fourth level is fundamentals), we believe that the following factors need to be observed:</p><p>1) Sanctions progress: The geopolitical situation, especially the trend of energy sanctions, remains the most important determinant in the short term.</p><p>2) March FOMC: The approaching March FOMC will give the follow-up monetary policy path (such as shrinking balance sheet and the rate hike level of dot plot). Judging from the current situation, the \"near-end\" operation will still be a step-by-step rate hike (good employment and high inflation; The market expects to raise interest rates by 25bp in March with high certainty), but the \"far-end\" rate hike path has variables. If the situation between Russia and Ukraine can be eased quickly and the price impact is more \"instantaneous\", then the general direction of inflationary pressure improvement can still be expected; If this impact is further solidified, the expected rise of the \"far-end\" rate hike and the impact on interest rates and market valuation also need to be revised up again.</p><p>3) Term spread: Due to the interweaving of current risk-off and even stagflation concerns, the long-term spread narrows too quickly (it once narrowed to only 20bp before), so the Federal Reserve may need to push the long-term interest rate up by shrinking the balance sheet to avoid too fast inversion (\"If the Federal Reserve rate hike 50bp at a time\"). However, if inflation continues to be high or even the far-end inflation is higher for longer and larger than expected, the negative impacts such as recession expectation, monetary policy dilemma, corporate profit erosion and profit damage of the banking sector caused by \"curve inversion\" may gradually appear.</p><p>4) Changes in liquidity indicators: whether there are signs of liquidity risk spreading.</p><p>In this context, the market may be repaired, but it still does not rule out ups and downs until the situation is clear, especially in Europe, which is highly exposed to the situation between Russia and Ukraine, and some emerging markets with poor ability to resist risks. However, at present, major markets have also been obviously oversold, such as US stocks and Hong Kong stocks. On the contrary, commodities, such as gold and oil, are also obviously overbought, and their trends are highly dependent on the geopolitical situation. We are not sufficiently sure of further sharp upward from the current high.</p><p>If the situation escalates further, the middle and downstream sectors and U.S. stock banks may suffer due to rising costs and flattening interest spreads, while the concept of price increase (energy and<a href=\"https://laohu8.com/S/000061\">Agricultural Products</a>), hedging (such as high Dividend) and steady growth to hedge or be more sensitive.</p><p><img src=\"https://static.tigerbbs.com/bc92ff510f18097e03f898ad818256cb\" tg-width=\"865\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e748b31464032930039339642e5c8e68\" tg-width=\"865\" tg-height=\"529\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/04f97ec43063876c35346a9fe1b8f924\" tg-width=\"865\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>(Article source:<a href=\"https://laohu8.com/S/601995\">CICC</a>）</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://hk.eastmoney.com/a/202203102303814421_0.html\">中金公司</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80a6820aa909b24349894a430fea43b1","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF华安","USO":"美国原油ETF","DOG":"道指ETF-ProShares做空","GDX":"黄金矿业ETF-VanEck","BK4570":"地缘局势概念股","SQQQ":"纳指三倍做空ETF","SCO":"二倍做空彭博原油指数ETF","IAU":"黄金信托ETF-iShares","DDM":"2倍做多道指ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","DWT":"三倍做空原油ETN","PSQ":"做空纳斯达克100指数ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","DDG":"ProShares做空石油与天然气ETF","NUGT":"二倍做多黄金矿业指数ETF-Direxion","DJX":"1/100道琼斯","UCO":"二倍做多彭博原油ETF","DUG":"二倍做空石油与天然气ETF(ProShares)","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF","SDOW":"三倍做空道指30ETF-ProShares","DUST":"二倍做空黄金矿业指数ETF-Direxion",".DJI":"道琼斯","QLD":"2倍做多纳斯达克100指数ETF-ProShares","GLD":"黄金ETF-SPDR",".IXIC":"NASDAQ Composite"},"source_url":"http://hk.eastmoney.com/a/202203102303814421_0.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2218377412","content_text":"经过一轮暴风骤雨式的下跌，全球股市终于出现了止跌迹象，所有的资产表现逻辑都出现了逆转。那么，局势是否就此好转？此前的情形就此得到改善呢？隔夜全球市场出现“大逆转”。布伦特油价大跌11.7%至110美元/桶附近，欧美股市因此大幅反弹，欧洲股市普遍大涨7~8%，美股主要指数也反弹2%以上，纳斯达克更是大涨3.6%。不仅如此，黄金大跌重回2000美元以下，而美债利率则冲高升至1.96%。似乎一夜之间，所有的资产表现逻辑都出现了逆转。那么，局势是否就此好转？此前的情形就此得到改善呢？结合最新的市场变化，我们点评如下，供投资者参考。首先，核心矛盾依然在能源和大宗商品价格。如我们在《俄乌冲击的第二波：从避险情绪到通胀担忧》中分析，受美国和英国宣布制裁俄罗斯能源进口决定的担忧，国际油价一度飙升至历史新高，叠加其他一些资源品如小麦、有色金属等等因为运输和军事行动导致的事实性供应冲击同样大涨，加重了市场对于通胀甚至滞胀的担忧情绪，市场的交易逻辑也因此发生变化，导致全球市场普跌、避险和抗通胀资产上涨。解铃还须系铃人，隔夜油价大跌市场反弹修复的一个主要原因。油价大跌则与美国敦促页岩油行业加大供给、以及阿联酋表示将推动OPEC增加石油生产有一定关系。根据华尔街日报报道，阿联酋有100万桶左右的空闲产能，不过此举并没有得到其他OPEC成员特别是沙特的响应，后续进展仍有待观察。其次，短期资产和市场走势依然高度依赖事态进展，供应溢价对于短期价格波动扰动很大。隔夜油价的大幅波动再度成为一个地缘趋势影响资产价格的生动例子。此前我们已知且确定的是事实性的供应冲击已经造成，但更重要是究竟是瞬时的上冲、还是会持续维持高位甚至进一步上行。欧美在是否制裁俄罗斯能源出口上存在一定分歧，与其依赖度不同有很大关系，美国从俄罗斯进口的原油只占其总进口的8%不到，俄罗斯对美国和英国的出口比例只占其总出口的2%不到。而欧洲依赖度更高，故没有欧洲的全面加入，制裁效果就会大打折扣，冲高的油价也很难维持。相反，如果欧美果真采取严格的制裁措施，进而导致俄罗斯大约700万桶的出口出现巨大缺口，根据我们大宗组估算，各方的供应也可以刚好勉强填补这个“窟窿”(OPEC产量空间300万桶，剩余产能200万桶左右，伊朗100-150万桶，页岩油估算200万桶)，但问题是在能够有效填补之前的溢价上冲可能还是难以避免，更不用说情绪的扰动。这也就是为什么，我们在此前月报《俄乌局势叠加中美政策错位的资产含义海外资产配置月报(2022-03)》和《俄乌冲击的第二波：从避险情绪到通胀担忧》中提示油价已经大幅超买、对于从当前高点进一步大幅向上并没有充足把握，但其短期走势依然高度依赖地缘局势的原因。原油的出口结构，以及俄罗斯原油的出口目的地再次，接下来观察什么？制裁、加息路径、期限利差、流动性指标给定当前的局面，以及结合我们在《俄乌局势对全球供应链影响有多大？》和《俄乌冲击的第二波：从避险情绪到通胀担忧》中给出的四个层次的传导路径(第一层单纯的避险情绪不足为惧；第二层供给冲击已经发生目前最为显性，但持续时间和强度需要观察，会影响“远端”的加息和通胀路径；第三层的金融流动性短期有一些变化但尚未成为主导；第四层是基本面)，我们认为重点需要观察以下几个因素：1)制裁进展：地缘局势特别是能源制裁的动向依然是短期最重要的决定因素。2)3月FOMC:即将临近的3月FOMC给出后续货币政策路径(如缩表、点阵图的加息水平)。从目前局势看，“近端”操作上依然会按部就班加息(就业好、通胀依然高；市场预期3月加息25bp确定性较高)，但“远端”加息路径有变数。如果俄乌局势能很快缓解使得价格影响较为“瞬时”，那么通胀压力改善的大方向仍可期待；而如果这一冲击进一步固化的话，“远端”加息预期的抬升和对利率与市场估值的冲击也需要再度上修。3)期限利差：由于当前避险甚至滞胀担忧交织导致长短端期限利差过快速收窄(此前一度收窄至仅20bp)，因此美联储可能会需要通过缩表来推动长端利率上行以避免过快倒挂(《如果美联储一次加息50bp》)，但是如果通胀持续高企甚至远端通胀比预期的要高得更久更大，那么“曲线倒挂”引发的衰退预期、货币政策两难、企业利润侵蚀、银行板块利润受损等负面影响都可能逐步显现。4)流动性指标的变化：是否存在流动性风险蔓延的迹象。在这一背景下，市场或有修复但依然不排除起伏直到情形明朗，尤其是对俄乌局势敞口大的欧洲和部分抵御风险能力差的新兴市场。但目前主要市场也已经明显超卖，如美股和港股。相反，大宗商品也明显超买，如黄金和石油，其走势高度依赖地缘局势，我们对于从当前高点进一步大幅向上并没有充足把握。如果局势进一步升级，中下游板块和美股银行因为成本抬升和利差走平可能受损，而相反涨价概念(能源和农产品)、避险(如高股息)和稳增长发力对冲或更敏感。（文章来源：中金公司）","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"DDG":0.6,".IXIC":0.76,"SGCmain":0.6,"QMmain":0.6,"GDX":0.6,"TNmain":0.9,"NUGT":0.6,"IAU":0.6,"UWTIF":0.6,"DWT":0.6,"BZmain":0.6,"SDOW":0.6,"DWTIF":0.6,"TQQQ":0.6,"DDM":0.6,"SQQQ":0.6,"PSQ":0.6,"MGCmain":0.6,"ZTmain":0.9,"MNQmain":0.6,"DUG":0.6,"GCmain":0.9,"DUST":0.6,".DJI":0.81,"UBmain":0.9,"DJX":0.6,"SGUmain":0.6,"QID":0.6,"SCO":0.6,"GLD":0.6,"QLD":0.6,"USO":0.6,"DOG":0.6,"ZFmain":0.9,"CLmain":0.9,"ZBmain":0.9,"QQQ":0.6,"UCO":0.6,"UDOW":0.6,"NQmain":0.6,"DXD":0.6,"ZNmain":0.9}},"isVote":1,"tweetType":1,"viewCount":733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145676719,"gmtCreate":1626223548131,"gmtModify":1703755763555,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/145676719","repostId":"1103312798","repostType":4,"isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087702445,"gmtCreate":1651048679441,"gmtModify":1676534840633,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"htmlText":"<a 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href=\"https://ttm.financial/S/00317\">$中船防务(00317)$</a>oh","text":"$中船防务(00317)$oh","images":[{"img":"https://community-static.tradeup.com/news/97759cb90dbb84c07d11bdc35b1418b1","width":"1125","height":"2671"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012605386","isVote":1,"tweetType":1,"viewCount":1832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":897506477,"gmtCreate":1628934798999,"gmtModify":1676529896482,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897506477","repostId":"1136171534","repostType":4,"repost":{"id":"1136171534","kind":"news","pubTimestamp":1628915280,"share":"https://ttm.financial/m/news/1136171534?lang=en_US&edition=fundamental","pubTime":"2021-08-14 12:28","market":"us","language":"zh","title":"America's infrastructure plan is afraid of change! 9 Moderate Democrats 'Defected'","url":"https://stock-news.laohu8.com/highlight/detail?id=1136171534","media":"智通财经网","summary":"这封信让佩洛西再次陷入众议院民主党温和派和激进派之间的拉力赛。","content":"<p>Author: Chen Shiye</p><p>Nine moderate Democrats in the U.S. House of Representatives wrote to Speaker Pelosi, threatening to have reservations about a $3.5 trillion follow-up spending plan until the bipartisan infrastructure bill is officially signed into law.</p><p>\"We will not consider voting for a $3.5 trillion budget resolution until the bipartisan-backed Infrastructure Investment and Jobs Act is passed and signed into law in the House of Representatives,\" Democrats wrote in the letter.</p><p>The moderate stance could derail Pelosi's plans to bring the budget resolution to the House for a vote in the week of Aug. 23. The narrow Democratic advantage behind Pelosi means she can only afford a maximum of three members of the party to defect on the budget plan vote, and the bill is not expected to receive support from any Republican in the House.</p><p>The letter trapped Pelosi again in a rally race between moderates and radicals of the House Democratic Party.</p><p>Currently, the $550 billion infrastructure bill is on hold. Previously, in order to meet the demands of radicals in the House, Pelosi vowed to wait until the Senate completes the 3.5 trillion budget package before voting on the infrastructure bill to ensure that social programs and climate change issues are prioritized. Collectively, the infrastructure's package and policies outlined in the budget framework form the core of the economic agenda set by the Biden administration.</p><p>Leaders of the House Blue Dog Coalition issued a statement Tuesday calling on Pelosi to quickly vote on the infrastructure bill. The Blue Dog Coalition is made up of fiscally conservative Democrats.</p><p>The Blue Dog Alliance president said they \"remain opposed to any unnecessary reason to delay these critical infrastructure investments that will create high-paying jobs, keep American businesses competitive, and boost U.S. economic growth.\"</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>America's infrastructure plan is afraid of change! 9 Moderate Democrats 'Defected'</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\">\nAmerica's infrastructure plan is afraid of change! 9 Moderate Democrats 'Defected'\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\">2021-08-14 12:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Chen Shiye</p><p>Nine moderate Democrats in the U.S. House of Representatives wrote to Speaker Pelosi, threatening to have reservations about a $3.5 trillion follow-up spending plan until the bipartisan infrastructure bill is officially signed into law.</p><p>\"We will not consider voting for a $3.5 trillion budget resolution until the bipartisan-backed Infrastructure Investment and Jobs Act is passed and signed into law in the House of Representatives,\" Democrats wrote in the letter.</p><p>The moderate stance could derail Pelosi's plans to bring the budget resolution to the House for a vote in the week of Aug. 23. The narrow Democratic advantage behind Pelosi means she can only afford a maximum of three members of the party to defect on the budget plan vote, and the bill is not expected to receive support from any Republican in the House.</p><p>The letter trapped Pelosi again in a rally race between moderates and radicals of the House Democratic Party.</p><p>Currently, the $550 billion infrastructure bill is on hold. Previously, in order to meet the demands of radicals in the House, Pelosi vowed to wait until the Senate completes the 3.5 trillion budget package before voting on the infrastructure bill to ensure that social programs and climate change issues are prioritized. Collectively, the infrastructure's package and policies outlined in the budget framework form the core of the economic agenda set by the Biden administration.</p><p>Leaders of the House Blue Dog Coalition issued a statement Tuesday calling on Pelosi to quickly vote on the infrastructure bill. The Blue Dog Coalition is made up of fiscally conservative Democrats.</p><p>The Blue Dog Alliance president said they \"remain opposed to any unnecessary reason to delay these critical infrastructure investments that will create high-paying jobs, keep American businesses competitive, and boost U.S. economic growth.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.zhitongcaijing.com/content/detail/535111.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/57ad66c83796c50731ef69a802b644e7","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/535111.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1136171534","content_text":"作者： 陈诗烨\n美国九名温和派众议院民主党人士联名去信众议院议长佩洛西，威胁道，在两党通过的基建法案正式签署成为法律前，他们将对3.5万亿美元的后续支出计划持保留意见。\n民主党人在这封信中写道:“两党支持的《基础设施投资和就业法案》(Infrastructure Investment and Jobs Act)在众议院通过并签署成为法律之前，我们不会考虑投票支持3.5万亿美元的预算决议。”\n温和派的立场可能会破坏佩洛西在8月23日当周将预算决议提交众议院投票的计划。佩洛西背后民主党人微弱优势意味着，她只能在预算计划投票中最多承受三名该党派成员倒戈，预计该议案在众议院不会得到任何共和党人的支持。\n这封信让佩洛西再次陷入众议院民主党温和派和激进派之间的拉力赛。\n目前，5500亿美元的基础设施法案被搁置。此前为了满足众议院内部激进派的要求，佩洛西誓言要等到参议院完成该3.5万亿预算方案通过后，才表决基础设施法案，以确保优先解决社会项目和气候变化问题。总的来说，基础设施的一揽子计划和预算框架中概述的政策构成了拜登政府制定的经济议程核心。\n众议院蓝狗联盟(House Blue Dog Coalition)的领导人星期二发表声明，呼吁佩洛西迅速对基础设施法案进行投票。蓝狗联盟由财政上保守的民主党人组成。\n蓝狗联盟主席表示，他们“仍然反对任何不必要的理由推迟这些关键基础设施投资，这些投资将创造高薪就业机会，保持美国企业的竞争力，并促进美国经济增长。”","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119986874,"gmtCreate":1622513423098,"gmtModify":1704185396717,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"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/119986874","repostId":"1126645325","repostType":4,"isVote":1,"tweetType":1,"viewCount":1314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}