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2022-02-17

😂

Elon Musk Recalls The Time When Charlie Munger Told A Whole Table How 'Tesla Would Fail'

2022-02-14

666

Apollo Deepens Abu Dhabi Investment With $1.4 Billion Aldar Deal

2022-02-12

Pls like

Statement Regarding Foreign Media Reports

2022-02-08

Pls like

EV Stocks Rose in Morning Trading

2022-02-08

pls like

Cruise Line Stocks Gained in Morning Trading

2022-01-13

666

You can't go wrong with Nio, XPeng, or Ideal

2022-01-05

666

The decline of popular Chinese concept stocks continued to expand, with Pinduoduo falling more than 10%

2021-07-22

666

Sorry, the original content has been removed

2021-07-08

666

Oil prices plummet, UAE plans to unilaterally sell oil wildly

2021-07-08

666

Sorry, the original content has been removed

2021-07-08

666

The voice of the peak of the cycle is endless. Is it time to abandon high-valuation "dream stocks"?

2021-07-08

666

Sorry, the original content has been removed

2021-06-29

666???

Dalio's latest speech: The stock market is not necessarily in a bubble right now

2021-06-29

666

U.S. stocks are not bearish VS a 15% correction! Well-known banks predict U.S. and Hong Kong stocks in the second half of the year

2021-06-29

666

[Change] New car-making forces have completely exploded, and Nio vehicles rose 9%

2021-06-23

666

Pre-market: The three major futures indexes collectively rose, and the blockchain concept rebounded

2021-06-23

666

Tesla's Q2 delivery volume is expected to hit a new high, is the buying point arrived?

2021-06-22

666

Sorry, the original content has been removed

2021-06-22

666

The key price difference of crude oil hits a 7-year high, last time oil prices rose to $100

2021-06-18

666 ?

Hawkish Signal! The Federal Reserve is gradually changing its face, what about the property market and stock market?

Go to Tiger App to see more news

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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>Elon Musk Recalls The Time When Charlie Munger Told A Whole Table How 'Tesla Would Fail'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Recalls The Time When Charlie Munger Told A Whole Table How 'Tesla Would Fail'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-17 11:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/cryptocurrency/22/02/25680190/elon-musk-recalls-the-time-when-charlie-munger-told-a-whole-table-how-tesla-would-fail><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc Elon Musk on Wednesday called out Berkshire Hathaway Inc Vice Chair Charlie Munger for his discouraging words over a decade ago that listed all the ways the billionaire entrepreneur’s ...</p>\n\n<a href=\"https://www.benzinga.com/markets/cryptocurrency/22/02/25680190/elon-musk-recalls-the-time-when-charlie-munger-told-a-whole-table-how-tesla-would-fail\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","BRK.A":"伯克希尔"},"source_url":"https://www.benzinga.com/markets/cryptocurrency/22/02/25680190/elon-musk-recalls-the-time-when-charlie-munger-told-a-whole-table-how-tesla-would-fail","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114920857","content_text":"Tesla Inc Elon Musk on Wednesday called out Berkshire Hathaway Inc Vice Chair Charlie Munger for his discouraging words over a decade ago that listed all the ways the billionaire entrepreneur’s electric vehicle venture would fail.What Happened: Musk replied to a social media post that pointed out Munger's latest harsh views towards cryptocurrency at a media event.The 98-year old value investor and Warren Buffett’s right-hand man had on Wednesday said he is proud to have not invested in cryptocurrency, adding that it should be “banned” and likened it to a “venereal disease.”Musk compared Munger’s latest comments with a 2009 incident when the legendary investor “told the whole table” at a lunch meeting on “all the ways Tesla would fail.”The world’s richest man said Munger’s comments left him sad but he agreed with the veteron investor at the time. “We would probably die, but it was worth trying anyway,” Musk purportedly told the Berkshire vice chair. The Tesla and SpaceX CEO did not provide more details of the incident.Why It Matters: Munger has criticized cryptocurrency before. He had in February last year said he hates the Bitcoin success.“I don't welcome a currency that's so useful to kidnappers and extortionists and so forth,” he had said at the time.Surprisingly, Buffett-controlled Berkshire had in the fourth quarter of 2021 initiated a position in the BTC-friendly Brazilian bank Nu Holdings Ltd while dumping shares of Visa Inc and Mastercard Incorporated.The company led by the Oracle of Omaha bought $1 billion worth of Nubank shares in the fourth quarter of 2021 and sold $1.8 billion and $1.3 billion worth of Visa and Mastercard stock.Musk had last year disclosed a $1.5 billion investment in Bitcoin and began accepting the cryptocurrency as payment for its vehicles before halting the initiative in May.Price Action: Tesla shares closed 0.1% higher at $923.39 a share on Wednesday.","news_type":1,"symbols_score_info":{"TSLA":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":2931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095315255,"gmtCreate":1644822888964,"gmtModify":1676533965251,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095315255","repostId":"1179055183","repostType":4,"repost":{"id":"1179055183","kind":"news","pubTimestamp":1644821452,"share":"https://ttm.financial/m/news/1179055183?lang=en_US&edition=fundamental","pubTime":"2022-02-14 14:50","market":"us","language":"en","title":"Apollo Deepens Abu Dhabi Investment With $1.4 Billion Aldar Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1179055183","media":"Bloomberg","summary":"(Bloomberg) -- Apollo Global Management Inc. signed a deal to invest $1.4 billion in Aldar Propertie","content":"<html><head></head><body><p>(Bloomberg) -- <a href=\"https://laohu8.com/S/APO\">Apollo Global Management Inc.</a> signed a deal to invest $1.4 billion in Aldar Properties PJSC as the private equity giant deepens its investments in Abu Dhabi’s real estate market.</p><p>As part of the transaction, Apollo will take a direct minority stake in Aldar Investment Properties, one of the largest foreign direct investments in Abu Dhabi’s private sector, according to a statement. The deal is expected to close in the first quarter.</p><p>The investment follows a consortium led by Apollo agreeing to inject billions of dollars into the real estate assets of Abu Dhabi’s oil company. The private equity firm also has a strategic partnership with Mubadala Investment Co., one of Abu Dhabi’s sovereign wealth funds.</p><p>Aldar, which primarily operates in Abu Dhabi, has been chasing growth in a cramped market. At home, the developer is growing its management business, and beyond the United Arab Emirates it has gained a foothold in Egypt through the acquisition of a majority stake in Sodic.</p><p>Apollo deal is structured as:</p><ul><li><p>$500 million: investment into a land joint venture</p></li><li><p>$500 million: perpetual subordinated notes issued by Aldar Investment Properties</p></li><li><p>$300 million: mandatory convertible preferred equity investment in Aldar Investment Properties</p></li><li><p>$100 million: common equity investment in Aldar Investment Properties</p></li></ul><p>Aldar said last week it plans to spend 5 billion dirhams ($1.36 billion) on acquisitions this year to grow its portfolio of revenue-generating properties. The company reported a 21% increase in full-year profit, supported by “strong performance” across group businesses.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apollo Deepens Abu Dhabi Investment With $1.4 Billion Aldar Deal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApollo Deepens Abu Dhabi Investment With $1.4 Billion Aldar Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-14 14:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apollo-deepens-abu-dhabi-investment-061505100.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Apollo Global Management Inc. signed a deal to invest $1.4 billion in Aldar Properties PJSC as the private equity giant deepens its investments in Abu Dhabi’s real estate market.As part...</p>\n\n<a href=\"https://finance.yahoo.com/news/apollo-deepens-abu-dhabi-investment-061505100.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"APO":"阿波罗全球管理"},"source_url":"https://finance.yahoo.com/news/apollo-deepens-abu-dhabi-investment-061505100.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179055183","content_text":"(Bloomberg) -- Apollo Global Management Inc. signed a deal to invest $1.4 billion in Aldar Properties PJSC as the private equity giant deepens its investments in Abu Dhabi’s real estate market.As part of the transaction, Apollo will take a direct minority stake in Aldar Investment Properties, one of the largest foreign direct investments in Abu Dhabi’s private sector, according to a statement. The deal is expected to close in the first quarter.The investment follows a consortium led by Apollo agreeing to inject billions of dollars into the real estate assets of Abu Dhabi’s oil company. The private equity firm also has a strategic partnership with Mubadala Investment Co., one of Abu Dhabi’s sovereign wealth funds.Aldar, which primarily operates in Abu Dhabi, has been chasing growth in a cramped market. At home, the developer is growing its management business, and beyond the United Arab Emirates it has gained a foothold in Egypt through the acquisition of a majority stake in Sodic.Apollo deal is structured as:$500 million: investment into a land joint venture$500 million: perpetual subordinated notes issued by Aldar Investment Properties$300 million: mandatory convertible preferred equity investment in Aldar Investment Properties$100 million: common equity investment in Aldar Investment PropertiesAldar said last week it plans to spend 5 billion dirhams ($1.36 billion) on acquisitions this year to grow its portfolio of revenue-generating properties. The company reported a 21% increase in full-year profit, supported by “strong performance” across group businesses.","news_type":1,"symbols_score_info":{"APO":0.9}},"isVote":1,"tweetType":1,"viewCount":3614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092615415,"gmtCreate":1644618991217,"gmtModify":1676533946019,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092615415","repostId":"1108682296","repostType":2,"repost":{"id":"1108682296","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639746579,"share":"https://ttm.financial/m/news/1108682296?lang=en_US&edition=fundamental","pubTime":"2021-12-17 21:09","market":"us","language":"en","title":"Statement Regarding Foreign Media Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=1108682296","media":"Tiger Newspress","summary":"Tiger Brokers is aware of the media reports made today regarding potential regulatory policies related to online brokers and would advise relevant stakeholders to take note of the following:","content":"<p>Tiger&nbsp;Brokers&nbsp;is&nbsp;aware&nbsp;of&nbsp;the&nbsp;media&nbsp;reports&nbsp;made&nbsp;today&nbsp;regarding&nbsp;potential&nbsp;regulatory&nbsp;policies&nbsp;related&nbsp;to&nbsp;online&nbsp;brokers&nbsp;and&nbsp;would&nbsp;advise&nbsp;relevant&nbsp;stakeholders&nbsp;to&nbsp;take&nbsp;note&nbsp;of&nbsp;the&nbsp;following:</p><p>1. Since&nbsp;inception,&nbsp;the&nbsp;firm&nbsp;has&nbsp;always&nbsp;been&nbsp;committed&nbsp;to&nbsp;providing&nbsp;a&nbsp;first-class&nbsp;investment&nbsp;experience&nbsp;for&nbsp;global&nbsp;investors.&nbsp;The&nbsp;firm’s&nbsp;business&nbsp;model&nbsp;is&nbsp;comparable&nbsp;to&nbsp;other&nbsp;brokers&nbsp;in&nbsp;Singapore&nbsp;and&nbsp;Hong&nbsp;Kong&nbsp;and&nbsp;the&nbsp;firm&nbsp;is&nbsp;not&nbsp;conducting&nbsp;any&nbsp;financial&nbsp;services&nbsp;business&nbsp;that&nbsp;is&nbsp;outside&nbsp;standard&nbsp;industry&nbsp;practice.&nbsp;The&nbsp;firm&nbsp;rigidly&nbsp;adheres&nbsp;to&nbsp;all&nbsp;regulatory&nbsp;requirements&nbsp;in&nbsp;the&nbsp;jurisdictions&nbsp;we&nbsp;operate&nbsp;in.</p><p>2. Presently&nbsp;the&nbsp;firm&nbsp;possesses&nbsp;46&nbsp;licenses&nbsp;in&nbsp;36&nbsp;categories&nbsp;across&nbsp;a&nbsp;wide&nbsp;range&nbsp;of&nbsp;global&nbsp;jurisdictions&nbsp;including&nbsp;Singapore,&nbsp;Hong&nbsp;Kong&nbsp;S.A.R.,&nbsp;The&nbsp;U.S.,&nbsp;and&nbsp;Australia,&nbsp;among&nbsp;others.&nbsp;The&nbsp;firm&nbsp;continues&nbsp;to&nbsp;execute&nbsp;on&nbsp;its&nbsp;internationalization&nbsp;strategy&nbsp;and&nbsp;in&nbsp;the&nbsp;third&nbsp;quarter&nbsp;of&nbsp;2021,&nbsp;more&nbsp;than&nbsp;90%&nbsp;of&nbsp;newly&nbsp;funded&nbsp;accounts&nbsp;were&nbsp;derived&nbsp;from&nbsp;markets&nbsp;outside&nbsp;of&nbsp;mainland&nbsp;China.&nbsp;The&nbsp;firm&nbsp;remains&nbsp;focused&nbsp;on&nbsp;investing&nbsp;in&nbsp;research&nbsp;and&nbsp;development&nbsp;to&nbsp;enable&nbsp;more&nbsp;international&nbsp;investors&nbsp;to&nbsp;enjoy&nbsp;secure,&nbsp;comprehensive&nbsp;and&nbsp;convenient&nbsp;access&nbsp;to&nbsp;global&nbsp;capital&nbsp;markets.</p><p>3. Compliance&nbsp;with&nbsp;laws&nbsp;and&nbsp;regulations&nbsp;is&nbsp;core&nbsp;to&nbsp;the&nbsp;firm’s&nbsp;operations.&nbsp;Should&nbsp;new&nbsp;regulations&nbsp;be&nbsp;introduced&nbsp;in&nbsp;the&nbsp;future,&nbsp;the&nbsp;firm&nbsp;will&nbsp;strictly&nbsp;comply&nbsp;with&nbsp;relevant&nbsp;guidelines&nbsp;and&nbsp;enact&nbsp;new&nbsp;compliance&nbsp;protocols.&nbsp;Furthermore,&nbsp;in&nbsp;the&nbsp;case&nbsp;that&nbsp;relevant&nbsp;authorities&nbsp;promulgate&nbsp;new&nbsp;regulations&nbsp;that&nbsp;have&nbsp;a&nbsp;material&nbsp;effect&nbsp;on&nbsp;our&nbsp;business,&nbsp;the&nbsp;firm&nbsp;will&nbsp;make&nbsp;appropriate&nbsp;disclosures&nbsp;to&nbsp;investors&nbsp;without&nbsp;delay.</p><p>4. Finally,&nbsp;the&nbsp;firm&nbsp;notes&nbsp;that&nbsp;in&nbsp;recent&nbsp;months&nbsp;certain&nbsp;institutions&nbsp;have&nbsp;been&nbsp;disseminating&nbsp;misleading&nbsp;information&nbsp;in&nbsp;order&nbsp;to&nbsp;profiteer&nbsp;from&nbsp;short&nbsp;selling.&nbsp;The&nbsp;firm&nbsp;rejects&nbsp;such&nbsp;malicious&nbsp;short&nbsp;selling&nbsp;activities.&nbsp;We&nbsp;will&nbsp;stay&nbsp;in&nbsp;communication&nbsp;with&nbsp;relevant&nbsp;regulatory&nbsp;authorities&nbsp;and&nbsp;reserve&nbsp;our&nbsp;right&nbsp;to&nbsp;hold&nbsp;those&nbsp;disseminating&nbsp;false&nbsp;information&nbsp;accountable&nbsp;in&nbsp;accordance&nbsp;with&nbsp;the&nbsp;law.</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>Statement Regarding Foreign Media Reports</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStatement Regarding Foreign Media Reports\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-17 21:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tiger&nbsp;Brokers&nbsp;is&nbsp;aware&nbsp;of&nbsp;the&nbsp;media&nbsp;reports&nbsp;made&nbsp;today&nbsp;regarding&nbsp;potential&nbsp;regulatory&nbsp;policies&nbsp;related&nbsp;to&nbsp;online&nbsp;brokers&nbsp;and&nbsp;would&nbsp;advise&nbsp;relevant&nbsp;stakeholders&nbsp;to&nbsp;take&nbsp;note&nbsp;of&nbsp;the&nbsp;following:</p><p>1. Since&nbsp;inception,&nbsp;the&nbsp;firm&nbsp;has&nbsp;always&nbsp;been&nbsp;committed&nbsp;to&nbsp;providing&nbsp;a&nbsp;first-class&nbsp;investment&nbsp;experience&nbsp;for&nbsp;global&nbsp;investors.&nbsp;The&nbsp;firm’s&nbsp;business&nbsp;model&nbsp;is&nbsp;comparable&nbsp;to&nbsp;other&nbsp;brokers&nbsp;in&nbsp;Singapore&nbsp;and&nbsp;Hong&nbsp;Kong&nbsp;and&nbsp;the&nbsp;firm&nbsp;is&nbsp;not&nbsp;conducting&nbsp;any&nbsp;financial&nbsp;services&nbsp;business&nbsp;that&nbsp;is&nbsp;outside&nbsp;standard&nbsp;industry&nbsp;practice.&nbsp;The&nbsp;firm&nbsp;rigidly&nbsp;adheres&nbsp;to&nbsp;all&nbsp;regulatory&nbsp;requirements&nbsp;in&nbsp;the&nbsp;jurisdictions&nbsp;we&nbsp;operate&nbsp;in.</p><p>2. Presently&nbsp;the&nbsp;firm&nbsp;possesses&nbsp;46&nbsp;licenses&nbsp;in&nbsp;36&nbsp;categories&nbsp;across&nbsp;a&nbsp;wide&nbsp;range&nbsp;of&nbsp;global&nbsp;jurisdictions&nbsp;including&nbsp;Singapore,&nbsp;Hong&nbsp;Kong&nbsp;S.A.R.,&nbsp;The&nbsp;U.S.,&nbsp;and&nbsp;Australia,&nbsp;among&nbsp;others.&nbsp;The&nbsp;firm&nbsp;continues&nbsp;to&nbsp;execute&nbsp;on&nbsp;its&nbsp;internationalization&nbsp;strategy&nbsp;and&nbsp;in&nbsp;the&nbsp;third&nbsp;quarter&nbsp;of&nbsp;2021,&nbsp;more&nbsp;than&nbsp;90%&nbsp;of&nbsp;newly&nbsp;funded&nbsp;accounts&nbsp;were&nbsp;derived&nbsp;from&nbsp;markets&nbsp;outside&nbsp;of&nbsp;mainland&nbsp;China.&nbsp;The&nbsp;firm&nbsp;remains&nbsp;focused&nbsp;on&nbsp;investing&nbsp;in&nbsp;research&nbsp;and&nbsp;development&nbsp;to&nbsp;enable&nbsp;more&nbsp;international&nbsp;investors&nbsp;to&nbsp;enjoy&nbsp;secure,&nbsp;comprehensive&nbsp;and&nbsp;convenient&nbsp;access&nbsp;to&nbsp;global&nbsp;capital&nbsp;markets.</p><p>3. Compliance&nbsp;with&nbsp;laws&nbsp;and&nbsp;regulations&nbsp;is&nbsp;core&nbsp;to&nbsp;the&nbsp;firm’s&nbsp;operations.&nbsp;Should&nbsp;new&nbsp;regulations&nbsp;be&nbsp;introduced&nbsp;in&nbsp;the&nbsp;future,&nbsp;the&nbsp;firm&nbsp;will&nbsp;strictly&nbsp;comply&nbsp;with&nbsp;relevant&nbsp;guidelines&nbsp;and&nbsp;enact&nbsp;new&nbsp;compliance&nbsp;protocols.&nbsp;Furthermore,&nbsp;in&nbsp;the&nbsp;case&nbsp;that&nbsp;relevant&nbsp;authorities&nbsp;promulgate&nbsp;new&nbsp;regulations&nbsp;that&nbsp;have&nbsp;a&nbsp;material&nbsp;effect&nbsp;on&nbsp;our&nbsp;business,&nbsp;the&nbsp;firm&nbsp;will&nbsp;make&nbsp;appropriate&nbsp;disclosures&nbsp;to&nbsp;investors&nbsp;without&nbsp;delay.</p><p>4. Finally,&nbsp;the&nbsp;firm&nbsp;notes&nbsp;that&nbsp;in&nbsp;recent&nbsp;months&nbsp;certain&nbsp;institutions&nbsp;have&nbsp;been&nbsp;disseminating&nbsp;misleading&nbsp;information&nbsp;in&nbsp;order&nbsp;to&nbsp;profiteer&nbsp;from&nbsp;short&nbsp;selling.&nbsp;The&nbsp;firm&nbsp;rejects&nbsp;such&nbsp;malicious&nbsp;short&nbsp;selling&nbsp;activities.&nbsp;We&nbsp;will&nbsp;stay&nbsp;in&nbsp;communication&nbsp;with&nbsp;relevant&nbsp;regulatory&nbsp;authorities&nbsp;and&nbsp;reserve&nbsp;our&nbsp;right&nbsp;to&nbsp;hold&nbsp;those&nbsp;disseminating&nbsp;false&nbsp;information&nbsp;accountable&nbsp;in&nbsp;accordance&nbsp;with&nbsp;the&nbsp;law.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIGR":"老虎证券"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108682296","content_text":"Tiger Brokers is aware of the media reports made today regarding potential regulatory policies related to online brokers and would advise relevant stakeholders to take note of the following:1. Since inception, the firm has always been committed to providing a first-class investment experience for global investors. The firm’s business model is comparable to other brokers in Singapore and Hong Kong and the firm is not conducting any financial services business that is outside standard industry practice. The firm rigidly adheres to all regulatory requirements in the jurisdictions we operate in.2. Presently the firm possesses 46 licenses in 36 categories across a wide range of global jurisdictions including Singapore, Hong Kong S.A.R., The U.S., and Australia, among others. The firm continues to execute on its internationalization strategy and in the third quarter of 2021, more than 90% of newly funded accounts were derived from markets outside of mainland China. The firm remains focused on investing in research and development to enable more international investors to enjoy secure, comprehensive and convenient access to global capital markets.3. Compliance with laws and regulations is core to the firm’s operations. Should new regulations be introduced in the future, the firm will strictly comply with relevant guidelines and enact new compliance protocols. Furthermore, in the case that relevant authorities promulgate new regulations that have a material effect on our business, the firm will make appropriate disclosures to investors without delay.4. Finally, the firm notes that in recent months certain institutions have been disseminating misleading information in order to profiteer from short selling. The firm rejects such malicious short selling activities. We will stay in communication with relevant regulatory authorities and reserve our right to hold those disseminating false information accountable in accordance with the law.","news_type":1,"symbols_score_info":{"TIGR":0.9}},"isVote":1,"tweetType":1,"viewCount":2855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096023679,"gmtCreate":1644271949565,"gmtModify":1676533905639,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096023679","repostId":"1186876974","repostType":4,"repost":{"id":"1186876974","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1644245081,"share":"https://ttm.financial/m/news/1186876974?lang=en_US&edition=fundamental","pubTime":"2022-02-07 22:44","market":"us","language":"en","title":"EV Stocks Rose in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1186876974","media":"Tiger Newspress","summary":"EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 ","content":"<html><head></head><body><p>EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 to 4%.<img src=\"https://static.tigerbbs.com/7a9d27c437985a03bc85e29abf014cd3\" tg-width=\"382\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Rose in Morning Trading</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Rose in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-07 22:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 to 4%.<img src=\"https://static.tigerbbs.com/7a9d27c437985a03bc85e29abf014cd3\" tg-width=\"382\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","NIO":"蔚来","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186876974","content_text":"EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 to 4%.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9,"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":3264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096023919,"gmtCreate":1644271912415,"gmtModify":1676533905636,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096023919","repostId":"1158578585","repostType":4,"repost":{"id":"1158578585","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1644245453,"share":"https://ttm.financial/m/news/1158578585?lang=en_US&edition=fundamental","pubTime":"2022-02-07 22:50","market":"us","language":"en","title":"Cruise Line Stocks Gained in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1158578585","media":"Tiger Newspress","summary":"Cruise Line stocks gained in morning trading. Royal Caribbean, Carnival, and Norwegian Cruise climbe","content":"<html><head></head><body><p>Cruise Line stocks gained in morning trading. Royal Caribbean, Carnival, and Norwegian Cruise climbed between 3% to 5%.<img src=\"https://static.tigerbbs.com/44881c276fd2c2bc31a45f76da7b1f22\" tg-width=\"382\" tg-height=\"163\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cruise Line Stocks Gained in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCruise Line Stocks Gained in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-07 22:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Cruise Line stocks gained in morning trading. Royal Caribbean, Carnival, and Norwegian Cruise climbed between 3% to 5%.<img src=\"https://static.tigerbbs.com/44881c276fd2c2bc31a45f76da7b1f22\" tg-width=\"382\" tg-height=\"163\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NCLH":"挪威邮轮","CCL":"嘉年华邮轮","RCL":"皇家加勒比邮轮"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158578585","content_text":"Cruise Line stocks gained in morning trading. Royal Caribbean, Carnival, and Norwegian Cruise climbed between 3% to 5%.","news_type":1,"symbols_score_info":{"NCLH":0.9,"CCL":0.9,"RCL":0.9}},"isVote":1,"tweetType":1,"viewCount":2863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002455828,"gmtCreate":1642080437285,"gmtModify":1676533678626,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002455828","repostId":"2203761861","repostType":2,"repost":{"id":"2203761861","kind":"news","pubTimestamp":1642072317,"share":"https://ttm.financial/m/news/2203761861?lang=en_US&edition=fundamental","pubTime":"2022-01-13 19:11","market":"us","language":"zh","title":"You can't go wrong with Nio, XPeng, or Ideal","url":"https://stock-news.laohu8.com/highlight/detail?id=2203761861","media":"东方财富","summary":"麦格理分析师Erica Chen开始把三家在美上市的中国电动汽车制造商蔚来汽车、小鹏和理想纳入跟踪分析公司的范围内，称投资者应该买入这三家公司的股票。蔚来、小鹏和理想股价分别上涨5.53%、5.73%和3.15%。蔚来汽车股票的平均目标价约为59美元，略低于两倍的近期价格。Erica Chen对理想的目标价为每股151港元，这意味着美国或香港投资者可能将获得约28%的涨幅。不过根据分析师的目标价和评级，投资这三只股票中的任何一只都不会出错。","content":"<p><html><body><article>Macquarie (<a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a>) Analyst Erica Chen begins listing three U.S.-listed Chinese electric car makers<a href=\"https://laohu8.com/S/NIO\">Nio</a>Automotive (NIO), XPeng (XPEV) and Ideal (LI) are included in the spectrum of tracking analytics companies, saying investors should buy shares of all three companies.</p><p>Investors appear to be listening to analysts' advice. Shares of all three companies rose on January 12, although stocks of other electric vehicle companies also rose. Nio, XPeng, and Ideal shares rose 5.53%, 5.73%, and 3.15%, respectively.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>(TSLA) and Rivian (RIVN) are up 3.93% and 3.51%, respectively.</p><p>January 12 was a positive day for most stocks.<span>S&P 500 Index</span>And<span>Dow Jones Industrial Average</span>They rose 0.28% and 0.11%, respectively.</p><p>Erica Chen has an Outperform rating on Nio stock. This rating is equivalent to a buy and a price target of $37.70, which is well above Nio's closing price of $31.68 on January 12. She expects Nio's sales to grow by about 50% in the next few years.</p><p>Compared with 2020, China's sales of electric vehicles (including plug-in hybrid vehicles) will grow by approximately 180% in 2021. Nio's sales increased by about 109% year-on-year, and the completion rate of sales tasks was also high. Almost all of the company's car sales were to the Chinese market, but a small part were also sold in Europe.</p><p>Erica Chen's price target implies that Nio shares can still rise by about 20% from recent levels, but that's one of the more conservative targets on the Street. About 84% of the analysts who track the company have a buy rating on the company's stock, compared with the average buy rating ratio of about 55% for S&P 500 stocks. The average price target for Nio Motor stock is around $59, just below double its recent price.</p><p>Erica Chen also gave XPeng stock an Outperform rating.</p><p>Erica Chen's target price for XPeng and Ideal is for the stocks of the two companies listed in Hong Kong, and XPeng's target price is HK $221. Based on this calculation, this means that the stock prices of investors in the United States and Hong Kong will rise by about 20%.</p><p>Erica Chen's price target is a bit more conservative than her Wall Street peers are predicting. The average price target for XPeng's U.S.-listed shares is about $64 per share, which is about 38% higher than recent levels.</p><p>XPeng is as popular as Nio, with 85% of analysts tracking the company rating it at a buy.</p><p>Erica Chen's ideal price target is HK $151 per share, which means that investors in the United States or Hong Kong may get a gain of about 28%. The average price target for ideal U.S. stocks is about $46.50, which is 50% higher than recent levels.</p><p>Ideal is the most popular among analysts of the three stocks, and with Erica Chen's new \"buy\" rating, about 91% of analysts currently have a \"buy\" rating on Ideal stock.</p><p>But based on analyst price targets and ratings, you can't go wrong investing in any of these three stocks.</p><p>(Article source: Barron's Weekly)</p><p></article></body></html></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>You can't go wrong with Nio, XPeng, or Ideal</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\">\nYou can't go wrong with Nio, XPeng, or Ideal\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">东方财富</strong><span class=\"h-time small\">2022-01-13 19:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>Macquarie (<a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a>) Analyst Erica Chen begins listing three U.S.-listed Chinese electric car makers<a href=\"https://laohu8.com/S/NIO\">Nio</a>Automotive (NIO), XPeng (XPEV) and Ideal (LI) are included in the spectrum of tracking analytics companies, saying investors should buy shares of all three companies.</p><p>Investors appear to be listening to analysts' advice. Shares of all three companies rose on January 12, although stocks of other electric vehicle companies also rose. Nio, XPeng, and Ideal shares rose 5.53%, 5.73%, and 3.15%, respectively.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>(TSLA) and Rivian (RIVN) are up 3.93% and 3.51%, respectively.</p><p>January 12 was a positive day for most stocks.<span>S&P 500 Index</span>And<span>Dow Jones Industrial Average</span>They rose 0.28% and 0.11%, respectively.</p><p>Erica Chen has an Outperform rating on Nio stock. This rating is equivalent to a buy and a price target of $37.70, which is well above Nio's closing price of $31.68 on January 12. She expects Nio's sales to grow by about 50% in the next few years.</p><p>Compared with 2020, China's sales of electric vehicles (including plug-in hybrid vehicles) will grow by approximately 180% in 2021. Nio's sales increased by about 109% year-on-year, and the completion rate of sales tasks was also high. Almost all of the company's car sales were to the Chinese market, but a small part were also sold in Europe.</p><p>Erica Chen's price target implies that Nio shares can still rise by about 20% from recent levels, but that's one of the more conservative targets on the Street. About 84% of the analysts who track the company have a buy rating on the company's stock, compared with the average buy rating ratio of about 55% for S&P 500 stocks. The average price target for Nio Motor stock is around $59, just below double its recent price.</p><p>Erica Chen also gave XPeng stock an Outperform rating.</p><p>Erica Chen's target price for XPeng and Ideal is for the stocks of the two companies listed in Hong Kong, and XPeng's target price is HK $221. Based on this calculation, this means that the stock prices of investors in the United States and Hong Kong will rise by about 20%.</p><p>Erica Chen's price target is a bit more conservative than her Wall Street peers are predicting. The average price target for XPeng's U.S.-listed shares is about $64 per share, which is about 38% higher than recent levels.</p><p>XPeng is as popular as Nio, with 85% of analysts tracking the company rating it at a buy.</p><p>Erica Chen's ideal price target is HK $151 per share, which means that investors in the United States or Hong Kong may get a gain of about 28%. The average price target for ideal U.S. stocks is about $46.50, which is 50% higher than recent levels.</p><p>Ideal is the most popular among analysts of the three stocks, and with Erica Chen's new \"buy\" rating, about 91% of analysts currently have a \"buy\" rating on Ideal stock.</p><p>But based on analyst price targets and ratings, you can't go wrong investing in any of these three stocks.</p><p>(Article source: Barron's Weekly)</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201131913057a22b366&s=b\">东方财富</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eebab619623966f6e7115434f653b888","relate_stocks":{"BK1575":"同股不同权","BK4531":"中概回港概念","02015":"理想汽车-W","BK4099":"汽车制造商","XPEV":"小鹏汽车","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK1587":"次新股","BK4555":"新能源车","BK1539":"汽车股","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","LI":"理想汽车","NIO":"蔚来","BK1119":"汽车制造商","BK4548":"巴美列捷福持仓","09868":"小鹏汽车-W","BK4551":"寇图资本持仓","BK4509":"腾讯概念","BK1588":"回港中概股","BK4532":"文艺复兴科技持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201131913057a22b366&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2203761861","content_text":"麦格理(Macquarie)分析师Erica Chen开始把三家在美上市的中国电动汽车制造商蔚来汽车(NIO)、小鹏(XPEV)和理想(LI)纳入跟踪分析公司的范围内，称投资者应该买入这三家公司的股票。投资者似乎听了分析师的建议。1月12日，这三家公司的股票都涨了，不过其他电动汽车公司的股票也有所上涨。蔚来、小鹏和理想股价分别上涨5.53%、5.73%和3.15%。特斯拉(TSLA)和Rivian(RIVN)的股价分别上涨3.93%和3.51%。对于大多数股票来说，1月12日都是一个积极的日子。标准普尔500指数和道琼斯工业平均指数分别上涨了0.28% 和0.11% 。Erica Chen对蔚来股票的评级为跑赢大盘，此评级相当于买入，目标价为37.70美元，远高于蔚来1月12日31.68美元的收盘价。她预计蔚来的销售额在未来几年内将增长大约50% 。与2020年相比，中国电动汽车(包括插电式混合动力汽车)2021年销量增长约为180%。蔚来的销量同比增长约109%，销售任务完成率也较高，并且该公司几乎所有的汽车销售都面向中国市场，不过也有一小部分在欧洲销售。Erica Chen的目标价意味着蔚来股价较近期水平还可以上涨约20% ，但这是华尔街较为保守的目标之一。追踪该公司的分析师中，约有84%的人给与了该公司股票买入评级，而标准普尔500指数成份股的平均买入评级比率约为55% 。蔚来汽车股票的平均目标价约为59美元，略低于两倍的近期价格。Erica Chen还给与了小鹏股票跑赢大盘评级。Erica Chen对小鹏和理想给出的目标价是针对两家公司在香港上市的股票，小鹏的目标价是221港元，按此计算，这意味着美国和香港投资者的股价都将上涨约20%。Erica Chen的目标价比她的华尔街同行所预测的要保守一些。小鹏在美上市股票的平均目标价约为每股64美元，比近期水平高约38%。小鹏和蔚来一样受欢迎，追踪该公司的分析师中有85%将其评级定为买入。Erica Chen对理想的目标价为每股151港元，这意味着美国或香港投资者可能将获得约28%的涨幅。理想美股的平均目标价约为46.50美元，比近期水平高50%。理想是三只股票中最受分析师欢迎的一家，加上Erica Chen新的“买入”评级，目前约91%的分析师对理想股票的评级为“买入”。不过根据分析师的目标价和评级，投资这三只股票中的任何一只都不会出错。（文章来源：巴伦周刊）","news_type":1,"symbols_score_info":{"NIO":1,"LI":0.6,"XPEV":1,"02015":1,"09868":1}},"isVote":1,"tweetType":1,"viewCount":2434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001784039,"gmtCreate":1641333091457,"gmtModify":1676533597638,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"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/9001784039","repostId":"1130666801","repostType":4,"repost":{"id":"1130666801","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":1641311316,"share":"https://ttm.financial/m/news/1130666801?lang=en_US&edition=fundamental","pubTime":"2022-01-04 23:48","market":"other","language":"zh","title":"The decline of popular Chinese concept stocks continued to expand, with Pinduoduo falling more than 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130666801","media":"老虎资讯综合","summary":"1月4日，热门中概股跌幅继续扩大，拼多多、万国数据、爱奇艺均大跌超10%，哔哩哔哩、雾芯科技跌超9%，贝壳跌超8%，理想汽车跌超7%、蔚来、小鹏汽车跌超5%","content":"<p><html><head></head><body>On January 4, the decline of popular Chinese concept stocks continued to expand.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/GDS\">GDS</a>、<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Both fell more than 10%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>, Wuxin Technology fell more than 9%,<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Fell more than 8%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Fell more than 7%, Nio,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 5%</p><p><img src=\"https://static.tigerbbs.com/1b919a829a5fda79d1cd6f944df3c2d9\" 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>The decline of popular Chinese concept stocks continued to expand, with Pinduoduo falling more than 10%</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe decline of popular Chinese concept stocks continued to expand, with Pinduoduo falling more than 10%\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\">2022-01-04 23:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On January 4, the decline of popular Chinese concept stocks continued to expand.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/GDS\">GDS</a>、<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Both fell more than 10%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>, Wuxin Technology fell more than 9%,<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Fell more than 8%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Fell more than 7%, Nio,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 5%</p><p><img src=\"https://static.tigerbbs.com/1b919a829a5fda79d1cd6f944df3c2d9\" 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/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"BK4505":"高瓴资本持仓","BK4503":"景林资产持仓","BK4504":"桥水持仓","BK4122":"互联网与直销零售","QNETCN":"纳斯达克中美互联网老虎指数","BK4531":"中概回港概念","BK4548":"巴美列捷福持仓","BK4501":"段永平概念","BK4553":"喜马拉雅资本持仓","BK4558":"双十一","BK4509":"腾讯概念","TTTN":"老虎中美互联网巨头ETF","BK4526":"热门中概股","PDD":"拼多多","BK4535":"淡马锡持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130666801","content_text":"1月4日，热门中概股跌幅继续扩大，拼多多、万国数据、爱奇艺均大跌超10%，哔哩哔哩、雾芯科技跌超9%，贝壳跌超8%，理想汽车跌超7%、蔚来、小鹏汽车跌超5%","news_type":1,"symbols_score_info":{"PDD":0.9,"QNETCN":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":2658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176500261,"gmtCreate":1626904189553,"gmtModify":1703480124250,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"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/176500261","repostId":"2153864685","repostType":4,"isVote":1,"tweetType":1,"viewCount":2581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149087120,"gmtCreate":1625694741060,"gmtModify":1703746413460,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149087120","repostId":"2149390842","repostType":4,"repost":{"id":"2149390842","kind":"highlight","pubTimestamp":1625668450,"share":"https://ttm.financial/m/news/2149390842?lang=en_US&edition=fundamental","pubTime":"2021-07-07 22:34","market":"us","language":"zh","title":"Oil prices plummet, UAE plans to unilaterally sell oil wildly","url":"https://stock-news.laohu8.com/highlight/detail?id=2149390842","media":"华尔街见闻","summary":"阿联酋制定了一项新战略：在需求枯竭之前尽可能多地出售原油。","content":"<p>In intraday trading on Wednesday, the main contract price of WTI crude oil futures plummeted.</p><p><img src=\"https://static.tigerbbs.com/cb2d1234c48fe0de6052894acce79f5f\" tg-width=\"1405\" tg-height=\"873\"></p><p>On the news, the US Dollar Index DXY broke through the previous high of 92.76, hitting a new high since April 6.</p><p>On the other hand, behind the deadlock within OPEC + over whether to increase oil production, a key cartel member, the United Arab Emirates, has formulated a new strategy:<b>Sell as much crude as you can before demand dries up.</b>The United Arab Emirates, the world's largest reserve of unexploited source oil, marks the most significant shift in its oil policy in history and is breaking with traditional ideas. After all, the government has said for many years that they are not worried about not finding a buyer for crude oil for a long time to come (thus breaking the sale).</p><p>On the supply side, the relevant parties of the Iranian nuclear deal began to hold several rounds of talks in Vienna in early April this year, and no consensus has been reached for three months. After the hardline representative Lacey was elected as the new president of Iran, his vigilance against the United States in the nuclear negotiations will only become stronger. The market has postponed the date of Iranian crude oil returning to the market many times. At present, the road is long and unpredictable. The breakdown of OPEC + negotiations means that the subsequent production increase plan has been stranded, which will further aggravate the global situation of tight crude oil supply;</p><p>On the demand side, global economic growth is expected to further accelerate, and the recovery pace of developed economies will continue to lead that of emerging economies. The latest Global Economic Prospect report released by the World Bank raised the global economic growth forecast for 2021 from 4.1% to 5.6%. With the continuous advancement of vaccination and the reopening of the economy, the demand for road travel in Europe and the United States has been significantly released. Public transportation and travel to work in many countries have reached the highest level since the beginning of last year. Among them, the travel index of major economies in the euro zone is only about 10% lower than before the epidemic, and the travel activity index in the United States has dropped by 6.5% compared with before the epidemic. With the lifting of travel restrictions, aviation kerosene consumption has more room for growth than land transportation fuel demand. Goldman Sachs predicts that global demand will reach 96.9 million barrels per day in June and 99.23 million barrels per day in August, further enlarging the gap between crude oil supply and demand.</p><p>In terms of liquidity, the probability of large-scale changes in the monetary policy stance of major economies in the third quarter is low, and money market interest rates will remain low. Leading indicators of economic performance in Europe and the United States have fallen, and the market is worried that the economy may enter a cycle of stagflation or deflation. According to the \"Merrill Lynch Clock\" theory, the price of stagflation crude oil has performed well. As for the risk of deflation, we think it is not great on the whole.</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>Oil prices plummet, UAE plans to unilaterally sell oil wildly</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\">\nOil prices plummet, UAE plans to unilaterally sell oil wildly\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\">2021-07-07 22:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In intraday trading on Wednesday, the main contract price of WTI crude oil futures plummeted.</p><p><img src=\"https://static.tigerbbs.com/cb2d1234c48fe0de6052894acce79f5f\" tg-width=\"1405\" tg-height=\"873\"></p><p>On the news, the US Dollar Index DXY broke through the previous high of 92.76, hitting a new high since April 6.</p><p>On the other hand, behind the deadlock within OPEC + over whether to increase oil production, a key cartel member, the United Arab Emirates, has formulated a new strategy:<b>Sell as much crude as you can before demand dries up.</b>The United Arab Emirates, the world's largest reserve of unexploited source oil, marks the most significant shift in its oil policy in history and is breaking with traditional ideas. After all, the government has said for many years that they are not worried about not finding a buyer for crude oil for a long time to come (thus breaking the sale).</p><p>On the supply side, the relevant parties of the Iranian nuclear deal began to hold several rounds of talks in Vienna in early April this year, and no consensus has been reached for three months. After the hardline representative Lacey was elected as the new president of Iran, his vigilance against the United States in the nuclear negotiations will only become stronger. The market has postponed the date of Iranian crude oil returning to the market many times. At present, the road is long and unpredictable. The breakdown of OPEC + negotiations means that the subsequent production increase plan has been stranded, which will further aggravate the global situation of tight crude oil supply;</p><p>On the demand side, global economic growth is expected to further accelerate, and the recovery pace of developed economies will continue to lead that of emerging economies. The latest Global Economic Prospect report released by the World Bank raised the global economic growth forecast for 2021 from 4.1% to 5.6%. With the continuous advancement of vaccination and the reopening of the economy, the demand for road travel in Europe and the United States has been significantly released. Public transportation and travel to work in many countries have reached the highest level since the beginning of last year. Among them, the travel index of major economies in the euro zone is only about 10% lower than before the epidemic, and the travel activity index in the United States has dropped by 6.5% compared with before the epidemic. With the lifting of travel restrictions, aviation kerosene consumption has more room for growth than land transportation fuel demand. Goldman Sachs predicts that global demand will reach 96.9 million barrels per day in June and 99.23 million barrels per day in August, further enlarging the gap between crude oil supply and demand.</p><p>In terms of liquidity, the probability of large-scale changes in the monetary policy stance of major economies in the third quarter is low, and money market interest rates will remain low. Leading indicators of economic performance in Europe and the United States have fallen, and the market is worried that the economy may enter a cycle of stagflation or deflation. According to the \"Merrill Lynch Clock\" theory, the price of stagflation crude oil has performed well. As for the risk of deflation, we think it is not great on the whole.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3634829\">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/b40d7f90c920f8b2d2d6c0e89575a430","relate_stocks":{"USO":"美国原油ETF"},"source_url":"https://wallstreetcn.com/articles/3634829","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149390842","content_text":"周三盘中，WTI原油期货主力合约价格直线下跌。\n\n消息面上，美元指数DXY突破前高92.76，创4月6日以来新高。\n另一方面，在OPEC+内部关于是否提高石油产量的僵局背后，一个关键的卡特尔成员——阿联酋制定了一项新战略：在需求枯竭之前尽可能多地出售原油。阿联酋是世界上最大的未开采源油储备国，该国的此项战略，标志着其石油政策正在发生历史上最显著的转变，并正在打破传统观念。毕竟多年来该国政府一直表示，他们并不担心在未来很长一段时间内找不到原油买家（从而击破出售）。\n供应方面，伊核协议相关方今年4月初开始在维也纳举行了多轮会谈，至今已持续三个月仍未达成共识。强硬派代表莱西当选伊朗新总统后，在核谈判中对美国的戒备心只会更加强烈。市场对伊朗原油回归市场的日期已经多次推迟，目前看道阻且长、前景难料。而OPEC+谈判破裂，意味着后续增产计划搁浅，将进一步加剧全球面临原油供应紧张的局面；\n需求方面，全球经济增长有望进一步提速，发达经济体复苏步伐继续领先新兴经济体。世界银行发布的最新一期《全球经济展望》报告，将2021年全球经济增长预期由4.1%上调至5.6%。随着疫苗接种的不断推进和经济的重新开放，欧美道路出行需求得到明显释放。许多国家的公共交通和上班出行都到了去年年初以来的最高水平，其中欧元区各大经济体出行指数仅较疫情前低10%左右，美国出行活动指数较疫情前下降了6.5%。随着出行限制的解除，航空煤油的消费相较于陆上交通燃料需求具有更大的上涨空间。高盛预计6月全球需求达到了9690万桶/天，8月份全球需求将达到9923万桶/天，原油供需缺口将进一步放大。\n流动性方面，三季度主要经济体货币政策立场发生大规模变化的概率较低，货币市场利率仍将保持低位运行态势。欧美经济运行领先指标回落，市场忧虑经济可能进入滞胀或通缩周期。按照“美林时钟”理论，滞涨期原油价格有不错的表现，至于通缩风险我们认为总体而言并不大。","news_type":1,"symbols_score_info":{"USO":0.9,"CLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149084162,"gmtCreate":1625694671756,"gmtModify":1703746412806,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149084162","repostId":"1138737345","repostType":4,"isVote":1,"tweetType":1,"viewCount":2331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149084325,"gmtCreate":1625694635667,"gmtModify":1703746413624,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"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/149084325","repostId":"2149367201","repostType":4,"repost":{"id":"2149367201","kind":"news","pubTimestamp":1625629870,"share":"https://ttm.financial/m/news/2149367201?lang=en_US&edition=fundamental","pubTime":"2021-07-07 11:51","market":"us","language":"zh","title":"The voice of the peak of the cycle is endless. Is it time to abandon high-valuation \"dream stocks\"?","url":"https://stock-news.laohu8.com/highlight/detail?id=2149367201","media":"智通财经","summary":"6月开始比较明显的变化是美国2年期债券收益率显著拉升，突破横盘了1年多的通道，随着短端收益率的变化，收益率曲线也出现了平坦化特征，在复苏中后段，股票、商品、短债表现出了同步回落的特征。\n未来如果大类资","content":"<p>The more obvious change since June is that the yield of 2-year bonds in the United States has risen significantly, breaking through the channel that has been sideways for more than a year. With the change of short-term yields, the yield curve has also flattened. In the middle and late stages of recovery, stocks, commodities, and short-term bonds showed the characteristics of simultaneous decline.</p><p>In the future, if major classes of assets continue to follow the characteristics of this stage, then risk assets may face medium-term adjustments. So, does this mean that this round of economic cycle has peaked?</p><p>Two months ago, Wall Street<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>The fund manager survey in May made a forward-looking response and concluded that economic expansion in the post-epidemic era has peaked, whether from the perspective of economic growth expectations, or combined with capital expenditure plans, inflation expectations, etc.</p><p><img src=\"https://static.tigerbbs.com/46bfaf0d47ea7cca18c1c370ccd708cc\" tg-width=\"500\" tg-height=\"301\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/06aa796f2b3c8520d767d8d73c1accce\" tg-width=\"500\" tg-height=\"301\" referrerpolicy=\"no-referrer\"></p><p>Of course, these forward-looking expectations need to be verified by some more convincing data. For example, the latest global manufacturing PMI data released recently has also peaked.</p><p>As Deutsche Bank analyst Frances Yared wrote, the global manufacturing PMI fell back to 56.8% in June. From a historical perspective, the PMI of 54 will still be at a very high level, so at this stage, the decline from the peak should be regarded as a correction after entering the mid-cycle. The peak PMI data clearly confirms that it is currently at the \"top of the cycle\", which can also be said to be the mid-cycle stage.</p><p><img src=\"https://static.tigerbbs.com/d7da994dc0c86da1ef8c6b2402a8e731\" tg-width=\"500\" tg-height=\"337\" referrerpolicy=\"no-referrer\"></p><p>In addition, the Asian manufacturing PMI fell by 0.8 percentage points from the previous month to 51.2% in June, falling month-on-month for two consecutive months, ending the operating range of about 52% for seven consecutive months and falling to around 51%.</p><p>The World Bank recently released a report predicting that the global economy will grow by 5.6% this year, the fastest growth rate in the past 50 years and the fastest post-recession growth rate in the past 80 years.</p><p>It is worth mentioning that<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>MichaelWilson has also been warning for months that the economic cycle is about to peak.</p><p>Bank of America also agrees with the view that the economic cycle has peaked, as Savita Subramanian, the bank's chief quantitative officer, wrote in a report, \"Historically, the cycle top range usually lasts for 12 months, and now we only have four months left. Therefore, the current phase can extend at least into the summer, and possibly beyond the summer.\"</p><p><img src=\"https://static.tigerbbs.com/15fea0a2f3b8a24b81f355926d7961e2\" tg-width=\"500\" tg-height=\"283\" referrerpolicy=\"no-referrer\"></p><p>What does this mean for investment?<b>The mid-cycle is usually accompanied by rising interest rates and capital expenditures, therefore, valuation metrics that reflect the company's value and profitability that reflects capital expenditures are important.</b></p><p>By analyzing bull market cycles over the past 40 years, Jim Paulsen of the Leuthold Group pointed out that while each bull market is different, the pattern followed is usually the same: a strong run at the beginning of the cycle, a period of hesitation lasting for a year or more, and then the trend reverses, and of course it may also be a crash, assuming there is no Fed bailout.</p><p>Describing the mid-term cycle, which he calls the revaluation phase, Paulsen pointed out that at this time, corporate performance continues to improve, but valuations become stretched and pressure on rising yields intensifies. In this case, the stock market will only turn within one year at most.</p><p>Generally, the signal of the peak of the cycle is: the valuation continues to rise, almost doubling from the bottom, and the company's performance and yield continue to improve.</p><p>For example, in 1982, as corporate profits and bond yields continued to decline, the stock market rebounded sharply. This was followed by a 15% correction in the S&P 500 in mid-1984, and the following year, earnings began to pick up and bond yields rose.</p><p>In 1992, corporate profits and yields declined as they entered the mid-1994 cycle, when the S&P index fell nearly 10% in early 1994 and remained flat until 1995.</p><p>A similar situation happened in 2004, when the P/E of the S&P 500 index dropped from 22 times at the end of 2003 to less than 17 times at the end of 2004.</p><p><img src=\"https://static.tigerbbs.com/e8d4e56d16398ae45a8c51e7f5c630e3\" tg-width=\"500\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p><p>Traditionally, when the boom enters the next stage, the performance of growth stocks and high-quality stocks (value stocks) usually switches. Generally, during the period of expansion and stabilization (now), growth stocks will outperform cyclical stocks. Cyclical stocks generally outperform during the initial economic recovery period.</p><p>In short, this cycle is not a normal cycle. The epidemic has caused the valuation of some growth stocks to be close to extreme. Therefore, at the current stage, we should focus on high-quality and high-profitability growth stocks, and some growth stocks can only be called \"Dream stocks\" or \"belief stocks\" may not be favored at this stage.</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>The voice of the peak of the cycle is endless. Is it time to abandon high-valuation \"dream stocks\"?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe voice of the peak of the cycle is endless. Is it time to abandon high-valuation \"dream stocks\"?\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\">2021-07-07 11:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The more obvious change since June is that the yield of 2-year bonds in the United States has risen significantly, breaking through the channel that has been sideways for more than a year. With the change of short-term yields, the yield curve has also flattened. In the middle and late stages of recovery, stocks, commodities, and short-term bonds showed the characteristics of simultaneous decline.</p><p>In the future, if major classes of assets continue to follow the characteristics of this stage, then risk assets may face medium-term adjustments. So, does this mean that this round of economic cycle has peaked?</p><p>Two months ago, Wall Street<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>The fund manager survey in May made a forward-looking response and concluded that economic expansion in the post-epidemic era has peaked, whether from the perspective of economic growth expectations, or combined with capital expenditure plans, inflation expectations, etc.</p><p><img src=\"https://static.tigerbbs.com/46bfaf0d47ea7cca18c1c370ccd708cc\" tg-width=\"500\" tg-height=\"301\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/06aa796f2b3c8520d767d8d73c1accce\" tg-width=\"500\" tg-height=\"301\" referrerpolicy=\"no-referrer\"></p><p>Of course, these forward-looking expectations need to be verified by some more convincing data. For example, the latest global manufacturing PMI data released recently has also peaked.</p><p>As Deutsche Bank analyst Frances Yared wrote, the global manufacturing PMI fell back to 56.8% in June. From a historical perspective, the PMI of 54 will still be at a very high level, so at this stage, the decline from the peak should be regarded as a correction after entering the mid-cycle. The peak PMI data clearly confirms that it is currently at the \"top of the cycle\", which can also be said to be the mid-cycle stage.</p><p><img src=\"https://static.tigerbbs.com/d7da994dc0c86da1ef8c6b2402a8e731\" tg-width=\"500\" tg-height=\"337\" referrerpolicy=\"no-referrer\"></p><p>In addition, the Asian manufacturing PMI fell by 0.8 percentage points from the previous month to 51.2% in June, falling month-on-month for two consecutive months, ending the operating range of about 52% for seven consecutive months and falling to around 51%.</p><p>The World Bank recently released a report predicting that the global economy will grow by 5.6% this year, the fastest growth rate in the past 50 years and the fastest post-recession growth rate in the past 80 years.</p><p>It is worth mentioning that<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>MichaelWilson has also been warning for months that the economic cycle is about to peak.</p><p>Bank of America also agrees with the view that the economic cycle has peaked, as Savita Subramanian, the bank's chief quantitative officer, wrote in a report, \"Historically, the cycle top range usually lasts for 12 months, and now we only have four months left. Therefore, the current phase can extend at least into the summer, and possibly beyond the summer.\"</p><p><img src=\"https://static.tigerbbs.com/15fea0a2f3b8a24b81f355926d7961e2\" tg-width=\"500\" tg-height=\"283\" referrerpolicy=\"no-referrer\"></p><p>What does this mean for investment?<b>The mid-cycle is usually accompanied by rising interest rates and capital expenditures, therefore, valuation metrics that reflect the company's value and profitability that reflects capital expenditures are important.</b></p><p>By analyzing bull market cycles over the past 40 years, Jim Paulsen of the Leuthold Group pointed out that while each bull market is different, the pattern followed is usually the same: a strong run at the beginning of the cycle, a period of hesitation lasting for a year or more, and then the trend reverses, and of course it may also be a crash, assuming there is no Fed bailout.</p><p>Describing the mid-term cycle, which he calls the revaluation phase, Paulsen pointed out that at this time, corporate performance continues to improve, but valuations become stretched and pressure on rising yields intensifies. In this case, the stock market will only turn within one year at most.</p><p>Generally, the signal of the peak of the cycle is: the valuation continues to rise, almost doubling from the bottom, and the company's performance and yield continue to improve.</p><p>For example, in 1982, as corporate profits and bond yields continued to decline, the stock market rebounded sharply. This was followed by a 15% correction in the S&P 500 in mid-1984, and the following year, earnings began to pick up and bond yields rose.</p><p>In 1992, corporate profits and yields declined as they entered the mid-1994 cycle, when the S&P index fell nearly 10% in early 1994 and remained flat until 1995.</p><p>A similar situation happened in 2004, when the P/E of the S&P 500 index dropped from 22 times at the end of 2003 to less than 17 times at the end of 2004.</p><p><img src=\"https://static.tigerbbs.com/e8d4e56d16398ae45a8c51e7f5c630e3\" tg-width=\"500\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p><p>Traditionally, when the boom enters the next stage, the performance of growth stocks and high-quality stocks (value stocks) usually switches. Generally, during the period of expansion and stabilization (now), growth stocks will outperform cyclical stocks. Cyclical stocks generally outperform during the initial economic recovery period.</p><p>In short, this cycle is not a normal cycle. The epidemic has caused the valuation of some growth stocks to be close to extreme. Therefore, at the current stage, we should focus on high-quality and high-profitability growth stocks, and some growth stocks can only be called \"Dream stocks\" or \"belief stocks\" may not be favored at this stage.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/508819.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/15e20574f8fb568333181d61bb200086","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","OEX":"标普100","SDS":"两倍做空标普500 ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","IVV":"标普500ETF-iShares","UPRO":"三倍做多标普500ETF-ProShares","SH":"做空标普500-Proshares",".SPX":"S&P 500 Index","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares"},"source_url":"http://www.zhitongcaijing.com/content/detail/508819.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149367201","content_text":"6月开始比较明显的变化是美国2年期债券收益率显著拉升，突破横盘了1年多的通道，随着短端收益率的变化，收益率曲线也出现了平坦化特征，在复苏中后段，股票、商品、短债表现出了同步回落的特征。\n未来如果大类资产仍顺着这一阶段特征持续演绎，那么风险资产或将面临中期调整，那么，这是否意味着此轮经济周期已经见顶呢?\n两个月前，华尔街对美国银行5月份的基金经理调查做出了前瞻性回应，并得出结论：无论从经济增长预期来看，还是结合资本支出计划、通胀预期等等，后疫情时代经济扩张已见顶。\n\n\n当然，这些前瞻性预期需要一些更有说服力的数据的验证，如近日最新公布的全球制造业PMI数据也已经见顶。\n正如德银分析师Frances Yared所写，6月全球制造业PMI回落至56.8%，从历史角度来看，PMI为54仍将处于非常高的水平，因此现阶段，从峰值开始的下跌应被视为进入周期中期后的修正。PMI峰值数据明确证实，目前正处于“周期顶部”，也可以说周期中期阶段。\n\n此外，6月亚洲制造业PMI较上月下降0.8个百分点至51.2%，连续2个月环比下降，结束了连续7个月52%左右的运行区间，降至51%附近。\n世界银行近期发布报告预计今年全球经济将增长5.6%，是近50年来最快涨速，也是近80年来最快的衰退后涨速。\n值得一提的是，摩根士丹利的迈克尔•威尔逊(MichaelWilson)几个月来也一直警告经济周期即将见顶。\n美国银行也同意经济周期见顶的观点，如该行首席量化官萨维塔•苏布拉曼尼亚(Savita Subramanian)的一份报告中写道，“历史上周期顶部区间通常会持续12个月，目前我们只剩下4个月了。因此，目前的阶段至少可以延续到夏季，并有可能延续到夏季以后。”\n\n这对投资意味着什么?周期中期通常伴随着利率和资本支出的上升，因此，反映公司价值的估值指标和反映资本支出的盈利能力非常重要。\nLeuthold Group的Jim Paulsen通过分析了过去40年的牛市周期指出，虽然每一个牛市都是不同的，但遵循的模式通常是相同的：即周期开始时的强劲运行，持续一年或更长时间的犹豫期，然后趋势发生逆转，当然也可能是崩盘，假设没有美联储的救助。\nPaulsen在描述中期周期(他称之为价值重估阶段)时指出，此时企业业绩继续改善，但估值变得捉襟见肘，收益率上升的压力加剧。在这种情况下，股市最多只能在一年内将发生转向。\n一般周期见顶的信号为：估值不断上升，几乎从谷底翻番，公司业绩和收益率都持续提高。\n如1982年，由于企业利润和债券收益率持续下降，股市出现大幅反弹。随后，标准普尔500指数在1984年中期出现了15%的回调，第二年，收益开始回升，债券收益率上升。\n1992年，企业利润和收益率在进入1994年中期周期时出现下滑，当时标普指数在1994年初下跌了近10%，并一直持平到1995年。\n类似的情况发生在2004年，当时标普500指数的市盈率从2003年末的22倍下降到2004年末的17倍以下。\n\n传统上，当景气迈入下一阶段时，成长股、高质量股票(价值股)通常表现会切换。一般在扩张和趋于稳定的时期(当下)，成长股会跑赢周期股。周期股一般在最初的经济复苏期跑赢。\n总之，这一轮周期并非正常的周期，疫情导致部分成长股的估值已接近极端，因此在当前的阶段，应聚焦高质量和高盈利能力的成长股，而一部分成长股只能被称为“梦想股”或“信仰股”，在这一阶段可能并不会受到青睐。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SSO":0.9,"IVV":0.9,"SPXU":0.9,"SDS":0.9,"UPRO":0.9,"SH":0.9,"OEF":0.9,"ESmain":0.9,"OEX":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149085882,"gmtCreate":1625694554046,"gmtModify":1703746411991,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"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/149085882","repostId":"2149360700","repostType":4,"isVote":1,"tweetType":1,"viewCount":1285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150244158,"gmtCreate":1624918406874,"gmtModify":1703847695546,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"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/150244158","repostId":"1186578125","repostType":4,"repost":{"id":"1186578125","kind":"news","pubTimestamp":1624879503,"share":"https://ttm.financial/m/news/1186578125?lang=en_US&edition=fundamental","pubTime":"2021-06-28 19:25","market":"us","language":"zh","title":"Dalio's latest speech: The stock market is not necessarily in a bubble right now","url":"https://stock-news.laohu8.com/highlight/detail?id=1186578125","media":"人民币交易与研究","summary":"全球最大对冲基金桥水创始人达里奥6月24日连发两篇推文，介绍自己衡量泡沫的六项指标，并发布了一个10分钟的视频阐述自己对当下股市泡沫的看法。\n在这个应罗宾汉基金会要求解释股票泡沫的视频中，达里奥表示，","content":"<p>Dario, founder of Bridgewater, the world's largest hedge fund, sent two tweets on June 24th, introducing his six indicators for measuring bubbles, and released a 10-minute video to explain his views on the current stock market bubble.</p><p>In this video explaining the stock bubble at the request of the Robin Hood Foundation, Dalio said that while indicators show that some stocks are \"in a bubble\" right now, the stock market is not necessarily in a bubble right now.</p><p><img src=\"https://static.tigerbbs.com/ed46d81d71867f2d1eb8b3b9ad012779\" tg-width=\"532\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p>\"By bubble I mean unsustainable high prices, and I measure it with six metrics,\" Dalio wrote in a tweet, noting that investors need to pay attention to signs such as buyer leverage levels and the number of new buyers.</p><p>In fact, as early as mid-May, Dario shared his research on the stock market bubble in WeChat official account, detailing these six systematic \"bubble indicators\", including price, bullish sentiment, leverage, etc.:</p><p>1. How high is the price compared to traditional measures?</p><p>2. Do prices reflect unsustainable conditions?</p><p>3. How many new buyers (that is, people who were not in the market before) entered the market?</p><p>4. How common is bullish sentiment?</p><p>5. Does trading rely on the support of high leverage?</p><p>6. Are buyers excessively engaging in forward transactions (such as building inventory, signing forward agreements, etc.) to speculate or protect themselves from future price increases?</p><p><img src=\"https://static.tigerbbs.com/b89447f632ae50e578dd9ebcd007795e\" tg-width=\"550\" tg-height=\"306\" referrerpolicy=\"no-referrer\"></p><p>Here's the full text of this video talk, titled Is the stock market currently in a bubble?:</p><p>Hello everyone, it's a pleasure to be here on behalf of all those who have been helped by Robin Hood (Foundation).</p><p>You know, know Robin Hood because I knew Paul Tudor Jones, when Robin Hood was a glimmer in his eye, and he would play basketball with the kids in Bedford-Stuyvincent neighborhood (Bed Stuy), and I was lucky to see him and all the staff at the Robin Hood Fund, in a very personal and efficient way to help alleviate poverty in America, and to be a part of it. Everything you've done is amazing, so I just want to thank you for everything you've done and tell you how happy I am to be here and do my modest part.</p><p>I was asked to talk about bubbles, whether the market, the stock market is in a bubble, and what kind of bubble. I just want to give you some thoughts on this issue, I only have about 10 minutes. So I want to speak quickly, a few years ago, I started thinking: What is a bubble? What do I mean by bubble when we are in it? Because in my 50 years of investing, I have seen a lot of bubbles.</p><p>There are six things in my mind that I basically think will cause a bubble, and I'll list them one by one. Now, look at them so you know what I'm talking about.</p><p>First of all, you know, how high our prices are relative to traditional price measures is a consideration. For example, you know our PSI or yields and things like that, that's a consideration, but that's not what I call a bubble.</p><p>For example, there may be a phenomenon of high price and low return, and this situation can last for a long time, but this does not mean that the bubble will burst, it is just one of the components.</p><p>Second, the price reflects unsustainable conditions, which refers to the nature of the buyer, who is buying and how to buy. Unsustainable conditions will produce price adjustments or declines, and then the third speculative factor appears-New buyers in the market are attracted.</p><p>You know, it's like a cocktail party, and some people who never attend show up, that is, invested in certain assets, it could be tech stocks, it could be real estate, but anyway, everybody thinks, not holding those things makes them feel stupid, and that kind of thing.</p><p>The fifth is the large purchase of forward \"contracts\", such as when someone bought an apartment they didn't know about because they thought it would go up, or using the age of large-scale commodity trading as an example. I would watch people who use commodities and they buy a lot of forward contracts. In other words, buy inventory to protect yourself from rising prices.</p><p>So when they leave the market-as we've seen recently in the commodity markets-when they sell forward contracts and the price keeps falling, they say \"I don't want it either\".</p><p>And when the price goes up, they will say that we want to do premium protection to hedge against the price increase. So, the buyers who have extended these forward purchases are a (bubble) indicator.</p><p>I use this table to show the entire stock market. I apply this framework to basically all assets, and use a systematic method to try to determine which ones are in bubbles. In my opinion, among the various stocks, some have bubbles and some don't, and the stock market as a whole is what this chart shows.</p><p>This chart dates back to 1910, and it is an indicator of the degree of bubble. You can see that there is a bubble at present, but it is not as high as 2000 and 1929, but higher than 2007.</p><p><img src=\"https://static.tigerbbs.com/4c4f2ff86c22e19d1a051e96d120c0fa\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"></p><p>Let's look at stocks with bubbles, and by these criteria, many stocks don't have bubbles.</p><p><img src=\"https://static.tigerbbs.com/4ebf9f9bfdd5c982106b5c4f97acf635\" tg-width=\"640\" tg-height=\"339\" referrerpolicy=\"no-referrer\"></p><p>This chart dates back to 1995. Compared with 2000, the proportion of bubbles in the market value of the top 1,000 companies is about 5%, and the share of bubbles in the entire S&P 500 index is about 2%. Although it is not as high as 2000, it is higher than that in 2007.</p><p>Now on to the next chart showing the bubble stocks.</p><p><img src=\"https://static.tigerbbs.com/15720e9f5f0240be2ddeda3d14230eaa\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\"></p><p>I separate these bubble stocks from the S&P 500 and can see a decline in the proportion of bubble stocks in the broader market, which I believe is likely to continue, but is currently in a bubble. One of the problems is that bubbles can expand and contract, and timing is a big problem.</p><p>The chart below dates back to 1900. The chart above shows the ratio of debt to gross domestic product (GDP). The blue line in the chart below shows interest rates, and the red line shows the scale of money printing, that is, the amount of money flowing in. So you can see when the debt accumulates, as it is now, and near-zero interest rates are implemented, there is a wanton of money printing when both of these situations exist.</p><p><img src=\"https://static.tigerbbs.com/e5d3d3c839ca42009c377a3eed7c9c3c\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p><p>That's a key factor in the bubble because there's a lot of liquidity coming into the market and then there's a lot of money gouging up all sorts of asset prices, so you can see that when the blue line hits zero, the red line goes up sharply. A lot of liquidity, a lot of debt financing and debt monetization form a typical bubble.</p><p>Other factors that can create bubbles are new shares, especially if they are not profitable, or in many cases have no prospect of being profitable.</p><p>These are also bubble considerations, so I would say that you can't say that the current stock market is in the highest degree of bubble, you have to distinguish which stocks are in a bubble, or have been in a bubble; Which stocks aren't, there are actually many stocks that aren't in a bubble at the moment.</p><p>So I hope that gives you some insight into bubbles and how I see them and where we are at the moment. Thank you.</p>","source":"lsy1574157197600","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>Dalio's latest speech: The stock market is not necessarily in a bubble right now</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\">\nDalio's latest speech: The stock market is not necessarily in a bubble right now\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">人民币交易与研究</strong><span class=\"h-time small\">2021-06-28 19:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Dario, founder of Bridgewater, the world's largest hedge fund, sent two tweets on June 24th, introducing his six indicators for measuring bubbles, and released a 10-minute video to explain his views on the current stock market bubble.</p><p>In this video explaining the stock bubble at the request of the Robin Hood Foundation, Dalio said that while indicators show that some stocks are \"in a bubble\" right now, the stock market is not necessarily in a bubble right now.</p><p><img src=\"https://static.tigerbbs.com/ed46d81d71867f2d1eb8b3b9ad012779\" tg-width=\"532\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p><p>\"By bubble I mean unsustainable high prices, and I measure it with six metrics,\" Dalio wrote in a tweet, noting that investors need to pay attention to signs such as buyer leverage levels and the number of new buyers.</p><p>In fact, as early as mid-May, Dario shared his research on the stock market bubble in WeChat official account, detailing these six systematic \"bubble indicators\", including price, bullish sentiment, leverage, etc.:</p><p>1. How high is the price compared to traditional measures?</p><p>2. Do prices reflect unsustainable conditions?</p><p>3. How many new buyers (that is, people who were not in the market before) entered the market?</p><p>4. How common is bullish sentiment?</p><p>5. Does trading rely on the support of high leverage?</p><p>6. Are buyers excessively engaging in forward transactions (such as building inventory, signing forward agreements, etc.) to speculate or protect themselves from future price increases?</p><p><img src=\"https://static.tigerbbs.com/b89447f632ae50e578dd9ebcd007795e\" tg-width=\"550\" tg-height=\"306\" referrerpolicy=\"no-referrer\"></p><p>Here's the full text of this video talk, titled Is the stock market currently in a bubble?:</p><p>Hello everyone, it's a pleasure to be here on behalf of all those who have been helped by Robin Hood (Foundation).</p><p>You know, know Robin Hood because I knew Paul Tudor Jones, when Robin Hood was a glimmer in his eye, and he would play basketball with the kids in Bedford-Stuyvincent neighborhood (Bed Stuy), and I was lucky to see him and all the staff at the Robin Hood Fund, in a very personal and efficient way to help alleviate poverty in America, and to be a part of it. Everything you've done is amazing, so I just want to thank you for everything you've done and tell you how happy I am to be here and do my modest part.</p><p>I was asked to talk about bubbles, whether the market, the stock market is in a bubble, and what kind of bubble. I just want to give you some thoughts on this issue, I only have about 10 minutes. So I want to speak quickly, a few years ago, I started thinking: What is a bubble? What do I mean by bubble when we are in it? Because in my 50 years of investing, I have seen a lot of bubbles.</p><p>There are six things in my mind that I basically think will cause a bubble, and I'll list them one by one. Now, look at them so you know what I'm talking about.</p><p>First of all, you know, how high our prices are relative to traditional price measures is a consideration. For example, you know our PSI or yields and things like that, that's a consideration, but that's not what I call a bubble.</p><p>For example, there may be a phenomenon of high price and low return, and this situation can last for a long time, but this does not mean that the bubble will burst, it is just one of the components.</p><p>Second, the price reflects unsustainable conditions, which refers to the nature of the buyer, who is buying and how to buy. Unsustainable conditions will produce price adjustments or declines, and then the third speculative factor appears-New buyers in the market are attracted.</p><p>You know, it's like a cocktail party, and some people who never attend show up, that is, invested in certain assets, it could be tech stocks, it could be real estate, but anyway, everybody thinks, not holding those things makes them feel stupid, and that kind of thing.</p><p>The fifth is the large purchase of forward \"contracts\", such as when someone bought an apartment they didn't know about because they thought it would go up, or using the age of large-scale commodity trading as an example. I would watch people who use commodities and they buy a lot of forward contracts. In other words, buy inventory to protect yourself from rising prices.</p><p>So when they leave the market-as we've seen recently in the commodity markets-when they sell forward contracts and the price keeps falling, they say \"I don't want it either\".</p><p>And when the price goes up, they will say that we want to do premium protection to hedge against the price increase. So, the buyers who have extended these forward purchases are a (bubble) indicator.</p><p>I use this table to show the entire stock market. I apply this framework to basically all assets, and use a systematic method to try to determine which ones are in bubbles. In my opinion, among the various stocks, some have bubbles and some don't, and the stock market as a whole is what this chart shows.</p><p>This chart dates back to 1910, and it is an indicator of the degree of bubble. You can see that there is a bubble at present, but it is not as high as 2000 and 1929, but higher than 2007.</p><p><img src=\"https://static.tigerbbs.com/4c4f2ff86c22e19d1a051e96d120c0fa\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"></p><p>Let's look at stocks with bubbles, and by these criteria, many stocks don't have bubbles.</p><p><img src=\"https://static.tigerbbs.com/4ebf9f9bfdd5c982106b5c4f97acf635\" tg-width=\"640\" tg-height=\"339\" referrerpolicy=\"no-referrer\"></p><p>This chart dates back to 1995. Compared with 2000, the proportion of bubbles in the market value of the top 1,000 companies is about 5%, and the share of bubbles in the entire S&P 500 index is about 2%. Although it is not as high as 2000, it is higher than that in 2007.</p><p>Now on to the next chart showing the bubble stocks.</p><p><img src=\"https://static.tigerbbs.com/15720e9f5f0240be2ddeda3d14230eaa\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\"></p><p>I separate these bubble stocks from the S&P 500 and can see a decline in the proportion of bubble stocks in the broader market, which I believe is likely to continue, but is currently in a bubble. One of the problems is that bubbles can expand and contract, and timing is a big problem.</p><p>The chart below dates back to 1900. The chart above shows the ratio of debt to gross domestic product (GDP). The blue line in the chart below shows interest rates, and the red line shows the scale of money printing, that is, the amount of money flowing in. So you can see when the debt accumulates, as it is now, and near-zero interest rates are implemented, there is a wanton of money printing when both of these situations exist.</p><p><img src=\"https://static.tigerbbs.com/e5d3d3c839ca42009c377a3eed7c9c3c\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p><p>That's a key factor in the bubble because there's a lot of liquidity coming into the market and then there's a lot of money gouging up all sorts of asset prices, so you can see that when the blue line hits zero, the red line goes up sharply. A lot of liquidity, a lot of debt financing and debt monetization form a typical bubble.</p><p>Other factors that can create bubbles are new shares, especially if they are not profitable, or in many cases have no prospect of being profitable.</p><p>These are also bubble considerations, so I would say that you can't say that the current stock market is in the highest degree of bubble, you have to distinguish which stocks are in a bubble, or have been in a bubble; Which stocks aren't, there are actually many stocks that aren't in a bubble at the moment.</p><p>So I hope that gives you some insight into bubbles and how I see them and where we are at the moment. Thank you.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/lv14Xv-iB491-ddK3pdX_w\">人民币交易与研究</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/61ac6f61084482a9c0c70291c78e92f5","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/lv14Xv-iB491-ddK3pdX_w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186578125","content_text":"全球最大对冲基金桥水创始人达里奥6月24日连发两篇推文，介绍自己衡量泡沫的六项指标，并发布了一个10分钟的视频阐述自己对当下股市泡沫的看法。\n在这个应罗宾汉基金会要求解释股票泡沫的视频中，达里奥表示，虽然指标显示一些股票目前“存在泡沫”，但股市眼下不一定处于泡沫中。\n\n达里奥在推文中写道，“我所说的泡沫是指不可持续的高价，我用六项指标来衡量它”，并指出投资者需关注买家杠杆水平和新买家数量等迹象。\n事实上，早在5月中旬时，达里奥就曾在公众号分享了他对股市泡沫的研究，详述了这六种系统性“泡沫指标”，包括价格、看涨情绪、杠杆高低等：\n1． 相对传统的衡量标准，价格有多高？\n2． 价格是否反映了不可持续的状况？\n3． 有多少新买家（即之前不在市场里的人）进入了市场？\n4． 看涨情绪有多普遍？\n5． 交易是否依赖高杠杆的支撑？\n6． 买家是否过度进行远期交易（如建立库存、签订远期协议等）来投机或保护自己免受未来价格上涨的影响？\n\n以下是这个名为《股市目前是否处于泡沫中？》的视频演讲全文：\n大家好，很高兴能代表所有被罗宾汉（基金会）帮助过的人来到这里。\n你们知道，知道罗宾汉，是因为我认识保罗·都铎·琼斯，当时罗宾汉是他眼里的一抹微光，他会在贝德福德-斯图文森特街区（Bed Stuy）和孩子们一起打篮球，我很幸运能够看到他和罗宾汉基金的所有工作人员，以一种非常个人化和高效的方式来帮助减轻美国的贫困，并且能够成为其中的一员。你们所做的一切都很棒，所以我只想感谢你们所做的一切，并且告诉你们能够来到这里并尽我的微薄之力，我有多么高兴。\n我被要求谈论泡沫，市场、股市是否处于泡沫中，以及什么样的泡沫。我只想给你们一些关于这个问题的想法，我只有大约10分钟的时间。所以我想讲快点，几年前，我开始思考：什么是泡沫？当我们身处泡沫中时，我所说的泡沫是指什么？因为在我50年的投资生涯中，我看到了很多泡沫。\n在我脑海中，有六件事是我基本上认为会导致产生泡沫的，我将他们一一列举出来。现在，看着它们，以便您知道我在说什么。\n首先，您知道，我们的价格相对于传统的价格衡量标准有多高是一个考虑因素。例如，你知道我们的PSI或收益率之类的东西，这是一个考虑因素，但这不是我所说的泡沫。\n比方说，可能出现价格高回报低的现象，而且这种情况可以持续很长时间，但这并不意味着泡沫会破灭，只是其中一个组成因素。\n第二，价格是反映不可持续的条件，这里指的是买方的性质，谁在买入和如何买入，不可持续的条件会产生了价格调整或下跌，然后就出现了第三个投机因素——市场上的新买家被吸引了。\n您知道，这就像鸡尾酒会，有些从不参加的人出现了，也就是投资了某些资产，可能是科技股，也可能是房地产，但无论如何，每个人都想，没有持有这些东西会让他们觉得自己很蠢，诸如此类。\n第五项是大额购买远期“合约”，比如有人买了他们不了解的公寓，因为他们认为公寓会上涨，或者用大规模交易大宗商品的年代来举例。我会观察那些使用大宗商品的人，他们购买了大量远期合约。换句话说，购买库存以保护自己免受价格上涨的影响。\n所以当他们离场的时候——正如我们最近在大宗商品市场看到的——当他们抛售远期合约时，价格持续下跌，他们会说“我也不想要它”。\n而当价格上涨时，他们会说我们要进行溢价保护，对冲价格上涨。所以，延长了这些远期购买的买家是一个（泡沫）指标。\n我用这张表显示整个股市，我把这个框架基本上应用到所有资产上，并且使用一种系统化的方法，试图判断哪些处在泡沫中。在我看来，在各种各样的股票中，有些存在泡沫，有些则没有，而整个股市正如这张图表所显示的。\n这张图表可以追溯到1910年，它是一个彰显泡沫程度的指标。你可以看到当前是有泡沫的，但没有2000年和1929年那么高，不过高于2007年。\n\n让我们看看存在泡沫的股票，根据这些标准，很多股票没有泡沫。\n\n这张图表追溯到1995年，与2000年相比，前1000名的企业市值存在泡沫比例约为5%，整个标普500指数存在泡沫的份额约为2%，虽然不如2000年高，但比2007年高。\n现在来看下一张显示了泡沫股票的图表。\n\n我把这些泡沫股票与标准普尔500指数分离，可以看到泡沫股在大盘中的比例下降，我相信这种情况很可能会持续下去，但目前处于泡沫之中。其中一个问题是，泡沫可以扩张和收缩，时机是个大问题。\n下面这张图表可以追溯到1900年，上图显示的是债务与国内生产总值（GDP）之比，下图中蓝线显示的是利率，红线显示印钞规模，也就是流入的货币量。所以你可以看到当债务累加时，就像现在的情况，并且实施近零利率，这两种情况同时存在时就会大肆印钞。\n\n这是泡沫的一个关键因素，因为有大量的流动性进入市场，然后有很多资金哄抬各种各样的资产价格，所以你可以看到，当蓝线触及零时，红线大幅上行。大量流动性，大量的债务融资和债务货币化形成了一个典型的泡沫。\n其他可能产生泡沫的因素则是新股上市，特别是如果它们没有盈利，或者是在许多情况下没有盈利的前景。\n这些也是泡沫的考虑因素，所以我想说，你不能说当前的股市处于最高程度的泡沫，你必须区分哪些股票正处于泡沫中、或者一直处于泡沫中；哪些股票没有，实际上目前有许多股票并没有处于泡沫中。\n所以我希望这能让你对泡沫有所了解、我如何看待它们以及我们目前处于什么位置。谢谢。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150245560,"gmtCreate":1624918366450,"gmtModify":1703847694409,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"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/150245560","repostId":"1180159838","repostType":4,"repost":{"id":"1180159838","kind":"news","pubTimestamp":1624880950,"share":"https://ttm.financial/m/news/1180159838?lang=en_US&edition=fundamental","pubTime":"2021-06-28 19:49","market":"us","language":"zh","title":"U.S. stocks are not bearish VS a 15% correction! Well-known banks predict U.S. and Hong Kong stocks in the second half of the year","url":"https://stock-news.laohu8.com/highlight/detail?id=1180159838","media":"美港电讯APP","summary":"美股今年迄今取得较大涨幅，市场关注美联储通胀及加息表态，港股今年迄今经历“过山车式”走势，大行对于下半年表现预期不一，有哪些需要关注的？美股下半年展望\n上周美股大幅反弹，纳指及标普500指数指数均刷新","content":"<p>U.S. stocks have achieved large gains so far this year. The market is paying attention to the Federal Reserve's inflation and rate hike's statement. Hong Kong stocks have experienced a \"roller coaster\" trend so far this year. Major banks have different expectations for performance in the second half of the year. What needs to be paid attention to?<img src=\"https://static.tigerbbs.com/347e042b7f2477eb321a5543ae792f38\" tg-width=\"735\" tg-height=\"656\"><b>U.S. stock outlook for the second half of the year</b></p><p>U.S. stocks rebounded sharply last week, with the Nasdaq and S&P 500 indexes both hitting record highs. Benefiting from the economic recovery, U.S. stocks have achieved relatively large gains so far in 2021. The Dow has risen by 12.51%, the Nasdaq has risen by 11.42%, and the S&P 500 has risen by 13.97%. The market is paying attention to the Federal Reserve's statement on inflation and rate hike. Major banks have different expectations for the trend in the second half of the year. Which sectors deserve attention?</p><p><b>Credit Suisse: Stocks Will Outperform Other Assets</b></p><p>Credit Suisse expects global growth to accelerate in the coming months as countries gradually reopen their economies. In the process, the stock market will outperform other assets. Credit Suisse wrote in its outlook strategy report for the second half of the year that the global economy is expected to grow by 5.9% year-on-year in 2021, and the global economic growth rate will reach 4% in 2022. Growth is mainly driven by the advancement of vaccination, fiscal stimulus and the recovery of the broader services industry.</p><p>Ray Farris, chief investment officer of Credit Suisse South Asia, said the economic expansion could lead to a sharp recovery in global earnings growth, boosting stocks. He told the media: \"We want stocks to become an outperforming asset class in the next six months to one year. As long as earnings continue to keep an upward trend, history shows that the stock market will climb all the way. Maybe there will be constant adjustments in this process, but adjustments are opportunities.\"</p><p>In terms of stock markets, Credit Suisse said that it prefers to invest in cyclical industries such as finance and materials, especially cyclical stocks in Europe. European cyclical stocks are expected to make huge profits like cyclical stocks in U.S. stocks, but valuations are at low levels in decades, the bank said.</p><p><b>Morgan Stanley: Bullish on Staples, Healthcare and Ingredients Stocks</b></p><p>Judging from the experience of mid-cycle transition in the past, Morgan Stanley believes that U.S. stocks will undergo a correction of about 15%. The bank said the consensus estimate for next year is now above what its analysts have predicted to be achievable since the recovery began after its most upbeat quarterly earnings revisions ever. More specifically, given inflation and tax headwinds, the bank believes margin estimates are too high, and the market should start factoring in these factors by lowering valuations.</p><p>Driven by increased infrastructure spending, the bank downgraded the ratings of related companies. In its view, most of infrastructure spending has been reasonably priced, and such projects usually take longer to produce results. Additionally, many industrial businesses will be the most affected by rising inflation and labor shortages in their supply chains. Instead, the bank continues to favor financial stocks and raw materials stocks as a way to combat rising inflation. Healthcare services companies have lower valuations and greater pent-up demand compared to tech stocks.</p><p>Morgan Stanley is still bullish on staples, healthcare and raw materials stocks rather than technology stocks, discretionary and industrial stocks. Morgan Stanley also continues to be optimistic about bank stocks, believing that they are the best way to deal with inflation, and recommends avoiding semiconductors, retailers, construction materials and other representative industries in the early cycle. Finally, looking back at the portfolio as a whole, finding a reasonable valuation for the company's value remains an important consideration.</p><p><b>CITIC Securities: Tax increase is the biggest risk for US stocks in the second half of the year</b></p><p>The G7 finance ministers' meeting on June 5th announced that it supported the proposal of imposing a global minimum tax rate of 15%. However, we judge that if this proposal cannot be introduced within the framework of OECD or G20, it is expected to have a limited impact on the tax burden of multinational enterprises. However, if Biden's domestic tax increase proposal is implemented, it is expected to be the biggest risk for U.S. stocks in the second half of the year: 1) The increase in corporate income tax will directly impact U.S. stock profits, while the current technology and pharmaceutical industries with low effective tax rates and a high proportion of overseas income will be affected. The impact is expected to be the biggest; 2) If the capital gains tax is raised to 39.6%, it is expected to trigger investor selling, and the trend of \"retail investors plus leverage\" entering the market since February this year may be reversed; 3) Since World War II, there has never been a joint increase in personal income tax, corporate income tax, and capital gains tax in American history. Therefore, if the United States unilaterally raises tax rates, it may lead to medium and long-term domestic capital outflows.</p><p>Against the background of the continuous increase in vaccination rates, the global economy is expected to maintain a restart trend in the second half of this year. The price pressure caused by short-term \"demand normalization\" vs. \"supply bottleneck\" will also gradually subside. For the United States, although the Federal Reserve is likely to maintain an ultra-loose monetary policy in the second half of the year, given that the current high valuation of the S&P 500 has overdrawn the positive fundamentals beyond expectations, the release of the Taper signal and Biden's tax increase will be implemented in August and September respectively, which may mean that the U.S. stocks boosted by \"retail investors plus leverage\" since February this year will face a concentrated outbreak of risks in the third quarter.</p><p><b>Huifeng International Development: The index is expected to reach 4,200 points to 4,300 points by the end of the year</b></p><p>Zhang Yufeng, director of Huifeng International Development, said that due to favorable factors such as vaccination and economic restart, he is optimistic about the performance of U.S. stocks in the second half of the year, and the index is expected to reach 4,200 to 4,300 points by the end of the year. Despite the recent rise in inflation expectations in the United States and the recent hawkish release by the Federal Reserve, he believes that if you are not short-term investors, you do not need to take these factors too seriously. Everyone will be sensitive to rate hike and inflation news, but the Fed's remarks can actually change at any time. The most important thing when buying US stocks is to pay attention to the future development of the company.</p><p>Against the backdrop of economic recovery, we are optimistic about financial stocks and health care sectors. Due to the current increase in capital in the market, it is noted that financial activities such as SPEC and IPO in the United States have been active since May, coupled with the emergence of the concept of integrating artificial intelligence technology in the financial industry, which will greatly accelerate the development of the industry.</p><p>In the first half of the year, there was a phenomenon of sector rotation in the U.S. stock market. Many technology stocks have discounted their valuations, but they are still optimistic about technology stocks in the long run, and not the entire sector has been dragged down. Some large technology stocks, such as Google A and Amazon, have performed Not bad, mainly small and medium-sized technology stocks are affected. Looking forward to the second half of the year, a number of technology stocks will be listed, which is expected to stimulate the atmosphere of the technology sector, thus improving the performance of this sector.</p><p><b>Industrial Securities: U.S. stocks are not a bear market, but vulnerability and volatility have increased, and growth is expected to outperform</b></p><p>The research report pointed out that the U.S. economy may enter a \"quasi-stagflation\" in the second half of the year, with the economy weakening and inflation fluctuating at high levels. The probability of a bear market in the U.S. stock market in the second half of the year is small, and the probability of continuing the market through shocks is high. The liquidity environment in Europe and the United States is still loose, economic growth is slowing down but still resilient, and the impact of Taper and tax increases is still in the expected stage.</p><p>Growth stocks supported by fundamentals in the U.S. stock market are expected to outperform again. The valuation of U.S. stock growth leaders represented by FAANGs is not high, which is expected to stabilize popularity. Secondly, U.S. bond yields will remain range-bound in the second half of the year, which is different from the rapid increase in the first half of the year. Therefore, the release of valuation risks for growth stocks has come to an end. In addition, the performance growth in the second half of the year turned to endogenous drive. The cyclical value style of U.S. stocks has benefited from cyclical recovery in the past six months and has significantly outperformed. In the second half of the year, it will be under pressure as the momentum of the U.S. inventory cycle weakens. Growth stocks will differentiate, and growth stocks with long-term endogenous growth momentum will start a new upward trend. However, thematic growth stocks or high-valuation sectors that have overdrawn high growth expectations will still be abandoned.</p><p><b>Outlook for Hong Kong stocks in the second half of</b></p><p>Last week, Hong Kong stocks experienced first rising and then falling, especially technology stocks ushered in a slight rebound. So far this year, Hong Kong stocks have experienced a \"roller coaster\" trend, and their overall performance lags behind other major stock indexes. The Hang Seng Index has risen by 7.48%, the State Index has risen by 1.17%, and the Red Chip Index has risen by 7.35%.</p><p><b>CICC: The performance of the market index is still relatively flat, regaining the new economy</b></p><p>Looking forward to the second half of the year, we believe that although the performance of the Hong Kong stock market index may still be relatively flat, the structural attractiveness is already in place, with the focus on the \"new economy\" related sectors. Overall, we expect that the Hang Seng State-owned Enterprises and MSCI China Index are expected to climb to 11,900 points and 114 points respectively, which implies an upside of about 10% and 4% compared with the current one. The main driving force comes from an increase in profits of 8% and 9% respectively. Valuation changes expanded by 4% and contracted by 2% respectively. It is estimated that the net profit growth rate of overseas Chinese stocks in 2021 is expected to reach 24.4%, of which the net profit of the non-financial sector and the financial sector will increase by 35.2% and 16.3% respectively.</p><p>We expect that domestic monetary policy will remain basically stable under the background that the current economic growth remains stable and structural issues such as high leverage are still the focus of policies. If subsequent growth faces greater pressure and external uncertainty increases or decreases as the Fed's reduction begins, it is not ruled out that there will be certain domestic policies as a hedge. We believe that overall liquidity will remain relatively friendly until the Fed reduces QE. In addition, from a medium to long-term perspective, the growing new economic structure of the Hong Kong market will continue to enhance its long-term attractiveness to domestic and foreign funds.</p><p>Specifically, we recommend over-allocating information technology, large consumption, medical care, some manufacturing industries, energy, and diversified finance, but we recommend standard or low allocating real estate, insurance, public utilities, etc. In addition to macro-based allocation ideas, we also provide two industry allocation ideas: high quality (ROE vs. PEG) and high prosperity (capital expenditure). In the medium term, we believe that China will take the lead in recovering from the impact of the epidemic and returning to normalization, which will push the market to re-focus on the opportunities brought by China's original internal long-term structural trends (such as consumption and industrial upgrading), such as electric vehicles, new energy (including solar energy), technology hardware, semiconductors, large consumption and medicine and biology, etc.</p><p><b>CCB International: Hong Kong stocks will show an M-shaped trend in the second half of the year, with a maximum of 29,500 points. You can focus on domestic demand stocks</b></p><p>Zhao Wenli, managing director and deputy research director of CCB International Securities Research Department, pointed out that Hong Kong stocks are expected to maintain range fluctuations in the second half of the year and generally show an M-shaped trend. The Hang Seng Index will fluctuate in the range of 26,500 points to 29,500 points, and the state-owned enterprise volatility index will fluctuate in the range of 9,500 points to 11,500 points. The third quarter of 2021 will be a testing window for important market expectations. At the same time, important variables such as the epidemic, debt interest and the US dollar are facing direction choices, and a new inflection point of style switching may also be formed in the third quarter.</p><p>In the second half of this year, the Hong Kong market has the opportunity to see a new style switch, among which growth stocks are expected to outperform value stocks. As China emerged from the epidemic earlier than Europe and the United States, value stocks have reacted in advance. At the same time, the slowdown in economic growth may also limit the upside of value stocks. Relatively speaking, some leading growth stocks have high medium-and long-term growth visibility, and in the short term, the price/performance ratio is higher than that of value stocks.</p><p>In terms of industries, the main sectors with rising profits are concentrated in biotechnology, film and television entertainment and cyclical products industries. The main downward forecast industries include medical beauty, software, wine travel and real estate-related sectors. It is recommended to focus on domestic demand stocks with high \"visibility\" and policy support, such as consumption, biomedicine, hardware technology, automobile and other industries. At the same time, we will absorb the leading high-quality new economic growth stocks on dips and gradually reduce our holdings of pro-cyclical value stocks.</p><p><b>GF: Hong Kong stock technology is seriously undervalued in the world</b></p><p>GF Hong Kong Strategy Research pointed out that since mid-February this year, the trend of large-scale technology and Internet stocks in the Hong Kong stock market has been under significant pressure, mainly due to the gradual tightening of platform economy regulatory measures, the decline of global \"stay-at-home economy\" dividends, and the rise in U.S. bond yields. Restricted by three major factors. However, from the perspective of mid-2021, the negative impact brought by the above three major unfavorable factors is marginally decreasing, and the long-term layout value of Hong Kong's large technology and Internet stocks is gradually emerging.</p><p>The valuation level of large-scale technology and Internet stocks has basically fallen below the historical average, and they have regained a good investment cost performance and a relatively sufficient margin of safety. The Hang Seng Index expects PEG valuation to be significantly underestimated compared with the Nasdaq and GEM indexes. In the future, the convergence of the \"valuation difference\" across markets is also expected to become the supporting momentum for the strength of Hong Kong stock technology and Internet giants. Coupled with the anti-monopoly policy of \"scraping bones and curing poison\", the short-term negative impact is controllable, and it will help enhance the vitality of the industry in the long run. With the implementation of Ali's penalties, policy uncertainty has also declined. Despite the gradual ebb of the global stay-at-home economy, the performance of large technology and Internet companies in Hong Kong stocks is still relatively resilient.</p><p>In the first quarter of this year, the performance of Hong Kong stock technology and network giants was basically within market expectations, and some even exceeded expectations. Although the dividends of the epidemic are gradually fading, the dividends of economic transformation are still in the process of continuous release. Leading enterprises in the science and technology industry will benefit significantly with their stable and efficient business models and good corporate governance.</p><p><b>Nomura: Financial, Cyclical Stocks Recommended As Inflation Hedges</b></p><p>Nomura published a research report, describing the Asia-Pacific stock market as at a crossroads in the second half of the year. It is expected that the stock market will benefit from the strong corporate earnings outlook and rise. The targets for the MSCI Asia Index (excluding Japan) in 2021 and 2022 are 900 points and 974 points. Although the talk of excessive inflation and policy normalization has increased, and there is a risk of short-term correction, it has a positive attitude towards Asian stock markets in the medium term. Nomura gave the Hong Kong stock market an underweight rating, predicting a P/E of 19.2 times in 2021. The bank recommends that investors balance their portfolios with thematic and attractive stocks such as financial and cyclical stocks as inflation hedges.</p><p>The ten Hong Kong stocks recommended by Nomura include Tencent Holdings, Alibaba, BYD, China Merchants Bank, Anta Sports, Haidilao, Xincheng Development Holdings, China Taiping, Weigao and CK Hutchison.</p><p><b>Everbright Sun Hung Kai Securities: The trend of Hong Kong stocks in the second half of the year is cautiously optimistic, and the Hang Seng Index may reach a high of 31,000 points</b></p><p>Everbright Sun Hung Kai Securities released its outlook report for the second half of the year. Strategist Wu Lixian said that he was cautiously optimistic about the trend of Hong Kong stocks in the second half of the year, with a high level of 31,000 points and a low level of 26,000 points. He also said that his view on technology and Internet stocks in the second half of the year is relatively positive, because the stock price performance of related industries in the first half of the year was relatively lagging behind, and its performance fundamentals are good. It is expected to catch up and lag in the second half of this year. It is expected that the Hang Seng Technology Index will have a chance to appear at a high level in the second half of this year. Near 9,000 points, while the support level is at 7,400 points. The bank also predicts that the target of the State Enterprise Index in the second half of the year will be 11,800 points.</p><p>Wu Lixian also pointed out that it is expected that Hong Kong stocks will continue the main tone of valuation restoration in the first half of the year in the second half of the year. Both old and new economic stocks have different performance opportunities, while the upward trend of cyclical stocks may be slowing down. Among them, there are four major sectors worthy of optimism, including new economy, petroleum energy, home appliance consumption and communication services.</p><p><b>Credit Suisse: Hang Seng Index is expected to rise in the second half of the year, with an end-of-year target of 30,000 points</b></p><p>Shao Zhiming, chief investment officer of Credit Suisse Greater China, said that he is optimistic about the trend of Hong Kong stocks in the second half of the year. The target of the Hang Seng Index is 30,000 points at the end of this year, but Hong Kong stocks are still subject to the tightening of monetary policy in the mainland in the short term. He estimated that from the end of the third quarter to the fourth quarter at the earliest, the tight monetary situation in the mainland may improve, prompting the inflow of funds into Hong Kong stocks to rebound and driving market sentiment.</p><p>Shao Zhiming pointed out that favorable factors for Hong Kong stocks also include optimistic global economic growth prospects and the potential of RMB appreciation that will provide support for Chinese stocks. At present, we are optimistic about mainland sustainable sectors, such as solar energy, wind energy and electric vehicle industries, and maintain a neutral view on Chinese technology stocks.</p><p>Some large technology companies have indicated that they will allocate profits for medium and long-term investment in the short term. It is expected that the profit performance of technology stocks in the next two quarters will be difficult to surprise the market. Moreover, the valuation of value stocks is still attractive. Investors continue to increase their holdings of value stocks and flatten the proportion of technology stocks in the portfolio, which will limit the performance of technology stocks.</p><p><b>Hang Seng Asset Management: Growth stocks can outperform value stocks in the second half of the year</b></p><p>Xue Yonghui, director and investment director of Hang Seng Investment Management, said that the global supervision of technology companies has been strengthened, but the market has roughly digested the news and companies are adapting to the new environment. On the other hand, growth stocks have begun to adjust since February, and now some technology stocks have begun to return to more attractive levels. There is an opportunity to wait for low absorption. I believe that growth stocks will outperform value stocks in the second half of the year.</p><p>Optimistic about domestic demand, Internet companies (e-commerce, life platforms), aging population and pharmaceutical innovation, environmental protection (new energy, electric vehicles, electric vehicle batteries), real estate (property management, real estate online platforms) and other industries, but bearish on energy, telecommunications and other sectors.</p>","source":"lsy1606393433888","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks are not bearish VS a 15% correction! Well-known banks predict U.S. and Hong Kong stocks in the second half of the year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks are not bearish VS a 15% correction! Well-known banks predict U.S. and Hong Kong stocks in the second half of the year\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">美港电讯APP</strong><span class=\"h-time small\">2021-06-28 19:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. stocks have achieved large gains so far this year. The market is paying attention to the Federal Reserve's inflation and rate hike's statement. Hong Kong stocks have experienced a \"roller coaster\" trend so far this year. Major banks have different expectations for performance in the second half of the year. What needs to be paid attention to?<img src=\"https://static.tigerbbs.com/347e042b7f2477eb321a5543ae792f38\" tg-width=\"735\" tg-height=\"656\"><b>U.S. stock outlook for the second half of the year</b></p><p>U.S. stocks rebounded sharply last week, with the Nasdaq and S&P 500 indexes both hitting record highs. Benefiting from the economic recovery, U.S. stocks have achieved relatively large gains so far in 2021. The Dow has risen by 12.51%, the Nasdaq has risen by 11.42%, and the S&P 500 has risen by 13.97%. The market is paying attention to the Federal Reserve's statement on inflation and rate hike. Major banks have different expectations for the trend in the second half of the year. Which sectors deserve attention?</p><p><b>Credit Suisse: Stocks Will Outperform Other Assets</b></p><p>Credit Suisse expects global growth to accelerate in the coming months as countries gradually reopen their economies. In the process, the stock market will outperform other assets. Credit Suisse wrote in its outlook strategy report for the second half of the year that the global economy is expected to grow by 5.9% year-on-year in 2021, and the global economic growth rate will reach 4% in 2022. Growth is mainly driven by the advancement of vaccination, fiscal stimulus and the recovery of the broader services industry.</p><p>Ray Farris, chief investment officer of Credit Suisse South Asia, said the economic expansion could lead to a sharp recovery in global earnings growth, boosting stocks. He told the media: \"We want stocks to become an outperforming asset class in the next six months to one year. As long as earnings continue to keep an upward trend, history shows that the stock market will climb all the way. Maybe there will be constant adjustments in this process, but adjustments are opportunities.\"</p><p>In terms of stock markets, Credit Suisse said that it prefers to invest in cyclical industries such as finance and materials, especially cyclical stocks in Europe. European cyclical stocks are expected to make huge profits like cyclical stocks in U.S. stocks, but valuations are at low levels in decades, the bank said.</p><p><b>Morgan Stanley: Bullish on Staples, Healthcare and Ingredients Stocks</b></p><p>Judging from the experience of mid-cycle transition in the past, Morgan Stanley believes that U.S. stocks will undergo a correction of about 15%. The bank said the consensus estimate for next year is now above what its analysts have predicted to be achievable since the recovery began after its most upbeat quarterly earnings revisions ever. More specifically, given inflation and tax headwinds, the bank believes margin estimates are too high, and the market should start factoring in these factors by lowering valuations.</p><p>Driven by increased infrastructure spending, the bank downgraded the ratings of related companies. In its view, most of infrastructure spending has been reasonably priced, and such projects usually take longer to produce results. Additionally, many industrial businesses will be the most affected by rising inflation and labor shortages in their supply chains. Instead, the bank continues to favor financial stocks and raw materials stocks as a way to combat rising inflation. Healthcare services companies have lower valuations and greater pent-up demand compared to tech stocks.</p><p>Morgan Stanley is still bullish on staples, healthcare and raw materials stocks rather than technology stocks, discretionary and industrial stocks. Morgan Stanley also continues to be optimistic about bank stocks, believing that they are the best way to deal with inflation, and recommends avoiding semiconductors, retailers, construction materials and other representative industries in the early cycle. Finally, looking back at the portfolio as a whole, finding a reasonable valuation for the company's value remains an important consideration.</p><p><b>CITIC Securities: Tax increase is the biggest risk for US stocks in the second half of the year</b></p><p>The G7 finance ministers' meeting on June 5th announced that it supported the proposal of imposing a global minimum tax rate of 15%. However, we judge that if this proposal cannot be introduced within the framework of OECD or G20, it is expected to have a limited impact on the tax burden of multinational enterprises. However, if Biden's domestic tax increase proposal is implemented, it is expected to be the biggest risk for U.S. stocks in the second half of the year: 1) The increase in corporate income tax will directly impact U.S. stock profits, while the current technology and pharmaceutical industries with low effective tax rates and a high proportion of overseas income will be affected. The impact is expected to be the biggest; 2) If the capital gains tax is raised to 39.6%, it is expected to trigger investor selling, and the trend of \"retail investors plus leverage\" entering the market since February this year may be reversed; 3) Since World War II, there has never been a joint increase in personal income tax, corporate income tax, and capital gains tax in American history. Therefore, if the United States unilaterally raises tax rates, it may lead to medium and long-term domestic capital outflows.</p><p>Against the background of the continuous increase in vaccination rates, the global economy is expected to maintain a restart trend in the second half of this year. The price pressure caused by short-term \"demand normalization\" vs. \"supply bottleneck\" will also gradually subside. For the United States, although the Federal Reserve is likely to maintain an ultra-loose monetary policy in the second half of the year, given that the current high valuation of the S&P 500 has overdrawn the positive fundamentals beyond expectations, the release of the Taper signal and Biden's tax increase will be implemented in August and September respectively, which may mean that the U.S. stocks boosted by \"retail investors plus leverage\" since February this year will face a concentrated outbreak of risks in the third quarter.</p><p><b>Huifeng International Development: The index is expected to reach 4,200 points to 4,300 points by the end of the year</b></p><p>Zhang Yufeng, director of Huifeng International Development, said that due to favorable factors such as vaccination and economic restart, he is optimistic about the performance of U.S. stocks in the second half of the year, and the index is expected to reach 4,200 to 4,300 points by the end of the year. Despite the recent rise in inflation expectations in the United States and the recent hawkish release by the Federal Reserve, he believes that if you are not short-term investors, you do not need to take these factors too seriously. Everyone will be sensitive to rate hike and inflation news, but the Fed's remarks can actually change at any time. The most important thing when buying US stocks is to pay attention to the future development of the company.</p><p>Against the backdrop of economic recovery, we are optimistic about financial stocks and health care sectors. Due to the current increase in capital in the market, it is noted that financial activities such as SPEC and IPO in the United States have been active since May, coupled with the emergence of the concept of integrating artificial intelligence technology in the financial industry, which will greatly accelerate the development of the industry.</p><p>In the first half of the year, there was a phenomenon of sector rotation in the U.S. stock market. Many technology stocks have discounted their valuations, but they are still optimistic about technology stocks in the long run, and not the entire sector has been dragged down. Some large technology stocks, such as Google A and Amazon, have performed Not bad, mainly small and medium-sized technology stocks are affected. Looking forward to the second half of the year, a number of technology stocks will be listed, which is expected to stimulate the atmosphere of the technology sector, thus improving the performance of this sector.</p><p><b>Industrial Securities: U.S. stocks are not a bear market, but vulnerability and volatility have increased, and growth is expected to outperform</b></p><p>The research report pointed out that the U.S. economy may enter a \"quasi-stagflation\" in the second half of the year, with the economy weakening and inflation fluctuating at high levels. The probability of a bear market in the U.S. stock market in the second half of the year is small, and the probability of continuing the market through shocks is high. The liquidity environment in Europe and the United States is still loose, economic growth is slowing down but still resilient, and the impact of Taper and tax increases is still in the expected stage.</p><p>Growth stocks supported by fundamentals in the U.S. stock market are expected to outperform again. The valuation of U.S. stock growth leaders represented by FAANGs is not high, which is expected to stabilize popularity. Secondly, U.S. bond yields will remain range-bound in the second half of the year, which is different from the rapid increase in the first half of the year. Therefore, the release of valuation risks for growth stocks has come to an end. In addition, the performance growth in the second half of the year turned to endogenous drive. The cyclical value style of U.S. stocks has benefited from cyclical recovery in the past six months and has significantly outperformed. In the second half of the year, it will be under pressure as the momentum of the U.S. inventory cycle weakens. Growth stocks will differentiate, and growth stocks with long-term endogenous growth momentum will start a new upward trend. However, thematic growth stocks or high-valuation sectors that have overdrawn high growth expectations will still be abandoned.</p><p><b>Outlook for Hong Kong stocks in the second half of</b></p><p>Last week, Hong Kong stocks experienced first rising and then falling, especially technology stocks ushered in a slight rebound. So far this year, Hong Kong stocks have experienced a \"roller coaster\" trend, and their overall performance lags behind other major stock indexes. The Hang Seng Index has risen by 7.48%, the State Index has risen by 1.17%, and the Red Chip Index has risen by 7.35%.</p><p><b>CICC: The performance of the market index is still relatively flat, regaining the new economy</b></p><p>Looking forward to the second half of the year, we believe that although the performance of the Hong Kong stock market index may still be relatively flat, the structural attractiveness is already in place, with the focus on the \"new economy\" related sectors. Overall, we expect that the Hang Seng State-owned Enterprises and MSCI China Index are expected to climb to 11,900 points and 114 points respectively, which implies an upside of about 10% and 4% compared with the current one. The main driving force comes from an increase in profits of 8% and 9% respectively. Valuation changes expanded by 4% and contracted by 2% respectively. It is estimated that the net profit growth rate of overseas Chinese stocks in 2021 is expected to reach 24.4%, of which the net profit of the non-financial sector and the financial sector will increase by 35.2% and 16.3% respectively.</p><p>We expect that domestic monetary policy will remain basically stable under the background that the current economic growth remains stable and structural issues such as high leverage are still the focus of policies. If subsequent growth faces greater pressure and external uncertainty increases or decreases as the Fed's reduction begins, it is not ruled out that there will be certain domestic policies as a hedge. We believe that overall liquidity will remain relatively friendly until the Fed reduces QE. In addition, from a medium to long-term perspective, the growing new economic structure of the Hong Kong market will continue to enhance its long-term attractiveness to domestic and foreign funds.</p><p>Specifically, we recommend over-allocating information technology, large consumption, medical care, some manufacturing industries, energy, and diversified finance, but we recommend standard or low allocating real estate, insurance, public utilities, etc. In addition to macro-based allocation ideas, we also provide two industry allocation ideas: high quality (ROE vs. PEG) and high prosperity (capital expenditure). In the medium term, we believe that China will take the lead in recovering from the impact of the epidemic and returning to normalization, which will push the market to re-focus on the opportunities brought by China's original internal long-term structural trends (such as consumption and industrial upgrading), such as electric vehicles, new energy (including solar energy), technology hardware, semiconductors, large consumption and medicine and biology, etc.</p><p><b>CCB International: Hong Kong stocks will show an M-shaped trend in the second half of the year, with a maximum of 29,500 points. You can focus on domestic demand stocks</b></p><p>Zhao Wenli, managing director and deputy research director of CCB International Securities Research Department, pointed out that Hong Kong stocks are expected to maintain range fluctuations in the second half of the year and generally show an M-shaped trend. The Hang Seng Index will fluctuate in the range of 26,500 points to 29,500 points, and the state-owned enterprise volatility index will fluctuate in the range of 9,500 points to 11,500 points. The third quarter of 2021 will be a testing window for important market expectations. At the same time, important variables such as the epidemic, debt interest and the US dollar are facing direction choices, and a new inflection point of style switching may also be formed in the third quarter.</p><p>In the second half of this year, the Hong Kong market has the opportunity to see a new style switch, among which growth stocks are expected to outperform value stocks. As China emerged from the epidemic earlier than Europe and the United States, value stocks have reacted in advance. At the same time, the slowdown in economic growth may also limit the upside of value stocks. Relatively speaking, some leading growth stocks have high medium-and long-term growth visibility, and in the short term, the price/performance ratio is higher than that of value stocks.</p><p>In terms of industries, the main sectors with rising profits are concentrated in biotechnology, film and television entertainment and cyclical products industries. The main downward forecast industries include medical beauty, software, wine travel and real estate-related sectors. It is recommended to focus on domestic demand stocks with high \"visibility\" and policy support, such as consumption, biomedicine, hardware technology, automobile and other industries. At the same time, we will absorb the leading high-quality new economic growth stocks on dips and gradually reduce our holdings of pro-cyclical value stocks.</p><p><b>GF: Hong Kong stock technology is seriously undervalued in the world</b></p><p>GF Hong Kong Strategy Research pointed out that since mid-February this year, the trend of large-scale technology and Internet stocks in the Hong Kong stock market has been under significant pressure, mainly due to the gradual tightening of platform economy regulatory measures, the decline of global \"stay-at-home economy\" dividends, and the rise in U.S. bond yields. Restricted by three major factors. However, from the perspective of mid-2021, the negative impact brought by the above three major unfavorable factors is marginally decreasing, and the long-term layout value of Hong Kong's large technology and Internet stocks is gradually emerging.</p><p>The valuation level of large-scale technology and Internet stocks has basically fallen below the historical average, and they have regained a good investment cost performance and a relatively sufficient margin of safety. The Hang Seng Index expects PEG valuation to be significantly underestimated compared with the Nasdaq and GEM indexes. In the future, the convergence of the \"valuation difference\" across markets is also expected to become the supporting momentum for the strength of Hong Kong stock technology and Internet giants. Coupled with the anti-monopoly policy of \"scraping bones and curing poison\", the short-term negative impact is controllable, and it will help enhance the vitality of the industry in the long run. With the implementation of Ali's penalties, policy uncertainty has also declined. Despite the gradual ebb of the global stay-at-home economy, the performance of large technology and Internet companies in Hong Kong stocks is still relatively resilient.</p><p>In the first quarter of this year, the performance of Hong Kong stock technology and network giants was basically within market expectations, and some even exceeded expectations. Although the dividends of the epidemic are gradually fading, the dividends of economic transformation are still in the process of continuous release. Leading enterprises in the science and technology industry will benefit significantly with their stable and efficient business models and good corporate governance.</p><p><b>Nomura: Financial, Cyclical Stocks Recommended As Inflation Hedges</b></p><p>Nomura published a research report, describing the Asia-Pacific stock market as at a crossroads in the second half of the year. It is expected that the stock market will benefit from the strong corporate earnings outlook and rise. The targets for the MSCI Asia Index (excluding Japan) in 2021 and 2022 are 900 points and 974 points. Although the talk of excessive inflation and policy normalization has increased, and there is a risk of short-term correction, it has a positive attitude towards Asian stock markets in the medium term. Nomura gave the Hong Kong stock market an underweight rating, predicting a P/E of 19.2 times in 2021. The bank recommends that investors balance their portfolios with thematic and attractive stocks such as financial and cyclical stocks as inflation hedges.</p><p>The ten Hong Kong stocks recommended by Nomura include Tencent Holdings, Alibaba, BYD, China Merchants Bank, Anta Sports, Haidilao, Xincheng Development Holdings, China Taiping, Weigao and CK Hutchison.</p><p><b>Everbright Sun Hung Kai Securities: The trend of Hong Kong stocks in the second half of the year is cautiously optimistic, and the Hang Seng Index may reach a high of 31,000 points</b></p><p>Everbright Sun Hung Kai Securities released its outlook report for the second half of the year. Strategist Wu Lixian said that he was cautiously optimistic about the trend of Hong Kong stocks in the second half of the year, with a high level of 31,000 points and a low level of 26,000 points. He also said that his view on technology and Internet stocks in the second half of the year is relatively positive, because the stock price performance of related industries in the first half of the year was relatively lagging behind, and its performance fundamentals are good. It is expected to catch up and lag in the second half of this year. It is expected that the Hang Seng Technology Index will have a chance to appear at a high level in the second half of this year. Near 9,000 points, while the support level is at 7,400 points. The bank also predicts that the target of the State Enterprise Index in the second half of the year will be 11,800 points.</p><p>Wu Lixian also pointed out that it is expected that Hong Kong stocks will continue the main tone of valuation restoration in the first half of the year in the second half of the year. Both old and new economic stocks have different performance opportunities, while the upward trend of cyclical stocks may be slowing down. Among them, there are four major sectors worthy of optimism, including new economy, petroleum energy, home appliance consumption and communication services.</p><p><b>Credit Suisse: Hang Seng Index is expected to rise in the second half of the year, with an end-of-year target of 30,000 points</b></p><p>Shao Zhiming, chief investment officer of Credit Suisse Greater China, said that he is optimistic about the trend of Hong Kong stocks in the second half of the year. The target of the Hang Seng Index is 30,000 points at the end of this year, but Hong Kong stocks are still subject to the tightening of monetary policy in the mainland in the short term. He estimated that from the end of the third quarter to the fourth quarter at the earliest, the tight monetary situation in the mainland may improve, prompting the inflow of funds into Hong Kong stocks to rebound and driving market sentiment.</p><p>Shao Zhiming pointed out that favorable factors for Hong Kong stocks also include optimistic global economic growth prospects and the potential of RMB appreciation that will provide support for Chinese stocks. At present, we are optimistic about mainland sustainable sectors, such as solar energy, wind energy and electric vehicle industries, and maintain a neutral view on Chinese technology stocks.</p><p>Some large technology companies have indicated that they will allocate profits for medium and long-term investment in the short term. It is expected that the profit performance of technology stocks in the next two quarters will be difficult to surprise the market. Moreover, the valuation of value stocks is still attractive. Investors continue to increase their holdings of value stocks and flatten the proportion of technology stocks in the portfolio, which will limit the performance of technology stocks.</p><p><b>Hang Seng Asset Management: Growth stocks can outperform value stocks in the second half of the year</b></p><p>Xue Yonghui, director and investment director of Hang Seng Investment Management, said that the global supervision of technology companies has been strengthened, but the market has roughly digested the news and companies are adapting to the new environment. On the other hand, growth stocks have begun to adjust since February, and now some technology stocks have begun to return to more attractive levels. There is an opportunity to wait for low absorption. I believe that growth stocks will outperform value stocks in the second half of the year.</p><p>Optimistic about domestic demand, Internet companies (e-commerce, life platforms), aging population and pharmaceutical innovation, environmental protection (new energy, electric vehicles, electric vehicle batteries), real estate (property management, real estate online platforms) and other industries, but bearish on energy, telecommunications and other sectors.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://news.ushknews.com/mobile/details.html?id=1003334&type=news\">美港电讯APP</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ad2dd670f9557c66480c84fc5e4bd415","relate_stocks":{".DJI":"道琼斯","HSI":"恒生指数"},"source_url":"https://news.ushknews.com/mobile/details.html?id=1003334&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180159838","content_text":"美股今年迄今取得较大涨幅，市场关注美联储通胀及加息表态，港股今年迄今经历“过山车式”走势，大行对于下半年表现预期不一，有哪些需要关注的？美股下半年展望\n上周美股大幅反弹，纳指及标普500指数指数均刷新历史高位。受益于经济复苏，美股2021年迄今取得了较大的涨幅，道指累涨12.51%，纳指累涨11.42%，标普500指数累涨13.97%。市场关注美联储关于通胀及加息的表态，大行对于下半年走势预期不一，哪些板块值得关注？\n瑞信：股市表现将优于其他资产\n瑞士信贷预计，随着各国逐步重新开放经济，全球经济增长将在未来几个月加快。在这个过程中，股市表现将优于其他资产。瑞信在下半年展望策略报告中写到，预计全球经济在2021年的同比增长5.9%，2022年全球经济增速达到4%。增长的动力主要来自于疫苗接种的进程推进，财政刺激和更广泛的服务业复苏。\n瑞信南亚首席投资官Ray Farris表示，经济扩张可能会导致全球盈利增长大幅复苏，提振股市。他对媒体表示：“我们希望股票成为未来六个月至一年内表现优异的资产类别。只要盈利继续保持上升趋势，历史表明，股市将一路攀升。也许在这个过程中会不断出现调整，但调整即机会。”\n在股市方面，瑞信表示，更倾向于投资金融和材料等周期性行业，特别是欧洲地区的周期股。该行称，欧洲周期股预计和美股中的周期股一样，将获得丰厚的利润，但是估值处于数十年中的较低水平。\n大摩：看好必需品、医疗保健和原料股\n从以往中周期过渡的经验来看，大摩认为美股将发生15%左右的回调。该行表示，在经历了有史以来最乐观的季度收益修正后，明年的普遍预估现在高于其分析师所预测的复苏开始以来的可实现水平。更具体地说，考虑到通胀和税收的不利因素，该行认为利润率预估过高，市场应该开始通过降低估值来考虑这些因素。\n在加大基础设施支出的推动下，该行下调了相关企业的评级。在其看来，基础设施支出中的大部分已被合理定价，而且此类项目通常需要更长的时间才能产生效果。此外，许多工业企业将受到供应链中不断加剧的通胀和劳动力短缺的最大影响。相反，该行继续青睐金融类股和原料类股，以此来应对不断上升的通胀。与科技股相比，医疗保健服务企业的估值更低，且被压抑的需求更大。\n大摩看好的仍是必需品、医疗保健和原料股而非科技股、非必需品和工业股。大摩也继续看好银行股，认为它们是应对通胀的最佳途径，并建议避开半导体、零售商、建筑建材等为早周期的代表性行业。最后，回顾整个投资组合，为公司价值寻找合理的估值仍是重要考虑因素。\n中信证券：加税是美股下半年最大的风险\n6月5日的G7财长会议通告支持征收15%全球最低税率的提议，但我们判断，此提议若无法在OECD或G20的框架下推出，预计对跨国企业税负的影响有限。但拜登国内加税提案如落地，预计将是美股下半年最大的风险：1)企业所得税的上调将直接冲击美股盈利，而当前有效税率较低、海外收入占比高的科技和医药行业受冲击预计最大；2)资本利得税若上调至39.6%，料将引发投资者抛售，今年2月以来“散户加杠杆”入市的趋势或逆转；3)二战以来，美国历史上从未出现过个人所得税、企业所得税以及资本利得税共同上调的现象。因此，美国单边上调税率的行为如果落地，或导致中长期国内资金流出。\n在疫苗接种率持续提升的背景下，今年下半年全球经济预计维持重启态势。短期“需求正常化”vs“供给瓶颈”所导致的价格压力也将逐步消退。对于美国，虽然下半年美联储大概率维持超宽松的货币政策，但鉴于当前标普500的高位估值已透支了基本面超预期的利好，Taper信号的释放迭加拜登的加税如若分别在8月和9月落地，或意味着今年2月以来“散户加杠杆”助推的美股在3季度会面临风险集中爆发。\n惠峰国际发展：料标指年底见4,200点至4,300点\n惠峰国际发展董事张玉峰表示，由于疫苗接种及经济重启等利好因素，看好美股下半年的表现，料标指年底见4,200点至4,300点。虽然最近美国通胀预期升温，加上美联储近期放鹰，但他认为若不是短线投资者，就不需要将这些因素看得太重。大家都会对加息及通胀消息感到敏感，但美联储的言论其实随时都会变，买美股最重要是留意公司的未来发展。\n在经济复甦的背景下，看好金融股及健康护理板块。由于现时市场上的资金增加，留意到自5月起美国金融活动例如SPEC及IPO表现活跃，加上现时金融业兴起结合人工智能技术的概念，将大大加快行业的发展。\n美股市场上半年出现板块轮替的现象，很多科技股的估值都出现折让，但长期仍看好科技股，而且并不是整个板块都受到拖累，一些大型的科技股，例如谷歌A、亚马逊等表现并不差，受影响的主要是中小型科技股。展望下半年将会有多家科技股上市，有望带动科技板块的气氛，从而令此板块的表现改善。\n兴业证券：美股不是熊市，但脆弱性波动性加大，成长有望跑赢\n研报指出，下半年美国经济或步入“类滞胀”，经济走弱、通胀高位震荡。美股下半年熊市概率小，通过震荡来延续行情的概率大。欧美流动性环境依然宽松，经济增速放缓但仍有韧性，Taper和加税的影响仍在预期阶段。\n美股市场有基本面支撑的成长股将有望再次跑赢。以FAANGs为代表的美股成长龙头的估值并不高，有望稳住人气。其次，下半年美债收益率将维持区间震荡，不同于上半年的快速提升，所以，成长股的估值风险释放告一段落。另外，下半年业绩增长转向内生驱动。美股周期价值风格过去大半年受益于周期复苏而明显跑赢，下半年将随着美国库存周期动能趋弱而承压。成长股将分化，具备长期内生增长动能的成长股将开始新的上行。但是，题材性成长股或者透支了高增长预期的高估值板块仍将被抛弃。\n港股下半年展望\n上周的港股经历先升后跌，尤其是科技股迎来小幅反弹。今年迄今，港股经历“过山车式”走势，整体表现落后于其他主要股指，恒指累涨7.48%，国指累涨1.17%，红筹指数累涨7.35%。\n中金：大盘指数表现仍相对平淡重拾新经济\n展望下半年，我们认为虽然港股大盘指数表现可能仍相对平淡，但结构性吸引力已经具备，重点在于“新经济”相关板块。整体来看，我们预计恒生国企和MSCI中国指数有望分别攀升至11900点和114点，较当前隐含大约10%和4%的上涨空间，主要驱动力来自盈利分别上调8%和9%，而估值变化分别扩张4%和收缩2%。预计海外中资股2021年净利润增速有望达到24.4%，其中非金融板块和金融板块净利润将分别增长35.2%和16.3%。\n我们预计，在当前经济增长仍保持稳健且高杠杆等结构性问题仍是政策焦点的背景下，国内货币政策将保持基本稳定。如果后续增长面临更大压力且外部不确定性随着美联储减量开启而增减，不排除国内有一定政策作为对冲。我们认为在美联储QE减量前整体流动性将会维持相对友好状态。另外，从中长期角度，香港市场不断壮大的新经济格局将持续提升其对国内外资金的长期吸引力。\n具体看，我们建议超配信息技术、大消费、医疗保健、部分制造业、能源、多元金融，但建议标配或低配房地产、保险、公用事业等。除了基于宏观配置思路外，我们还提供高质量(ROE vs。 PEG)和高景气度(资本开支)两个行业配置思路。中期看，我们认为中国率先从疫情影响中修复并回归常态化，将推动市场重新关注中国原本的内在长期结构性趋势(如消费和产业升级)带来的机遇，如电动汽车、新能源(包括太阳能)、科技硬件、半导体、大消费和医药生物等。\n建银国际：港股下半年将呈M型走势，最高可见29500点，可重点关注内需股\n建银国际证券研究部董事总经理、研究副主管师赵文利指出，预计港股下半年总体维持区间波动并大致呈现M型走势。恒生指数将在26500点至29500点区间波动，国企波动指数介于9500点至11500点。2021三季度将是市场重要预期的检验窗口。同时，疫情、债息及美元等重要变量面临方向选择，三季度也有可能形成新的风格切换拐点。\n今年下半年香港市场有机会出现新的风格切换，其中成长股有望跑赢价值股。由于中国较欧美早走出疫情，价值股已提前反应。同时经济增速放缓后也可能限制价值股的上升空间。相对而言，一些成长股龙头的中长期成长性能见度高，短周期而言性价比相对价值股较高。\n分行业来看，主要盈利上升板块集中于生物科技、影视娱乐及周期品行业。预测主要下调行业包括医美、软件、酒旅和地产相关的板块。建议重点关注“能见度”高及有政策支持的内需股，如消费、生物医药、硬件科技、汽车等行业。同时逢低吸纳优质新经济成长股龙头，逐步减持顺周期的价值股。\n广发：港股科技严重低估于全球\n广发香港策略研究指出自今年2月中旬以来，港股市场的大型科网股走势显著承压，主要受平台经济监管措施逐步收紧、全球范围内“宅经济”红利减退和美债收益率走高等三大因素所制约。不过，站在2021年年中的时间点上来看，上述的三大不利因素所带来的负面影响正在边际减退，香港大型科网股的长线布局价值逐渐浮现。\n大型科网股估值水平基本都已经回落到历史均值以下，重新具备了良好的投资性价比和较为充足的安全边际。恒生指数预期PEG估值大幅低估与纳指和创业板指数，未来跨市场间“估值差”的收敛也有望成为港股科网巨企走强的支撑动能。加之反垄断政策“刮骨疗毒”，短期负面影响可控，长期有助于增强行业活力。随着阿里处罚的落地，政策面的不确定性也有所下降。尽管全球宅经济逐步退潮，港股大型科网公司的业绩仍具备较强韧性。\n今年一季度，港股科网巨头的业绩基本都处于市场预期内，部分甚至超出预期。虽然疫情的红利逐步消退，但经济转型的红利却仍在持续释放的过程之中，科网行业各龙头企业凭借着稳健高效的商业模式和良好的公司治理将显著受益。\n野村：建议选择金融、周期性股票作为通胀对冲\n野村发表研究报告，形容亚太区股市下半年正处于十字路口，预期股市会受益于强劲的企业盈利前景而上升，对2021及2022年MSCI亚洲指数（日本除外）的目标为900点及974点，虽然通胀过强及政策正常化的说法增强，存在短期回调的风险，但对中期内亚洲股市持积极态度。野村则给予香港股市减持评级，预测2021年市盈率为19.2倍。该行建议投资者平衡投资组合，以主题性及具有吸引估值的股票如金融、周期性股票作为通胀对冲。\n野村推荐的十只港股包括，腾讯控股、阿里巴巴、比亚迪股份、招商银行、安踏体育、海底捞、新城发展控股、中国太平、威高股份及长和。\n光大新鸿基证券：下半年港股走势审慎乐观，恒指高位或见31000点\n光大新鸿基证券发表下半年展望报告，策略师伍礼贤表示，对下半年港股走势审慎乐观，高位或见31000点，低位则或见26000点。他又表示，对下半年科网股看法较为正面，因上半年相关行业的股价表现较落后，其业绩基本面不错，今年下半年有望追落后，料今年下半年恒生科技指数高位有机会出现在9000点附近，而支持位则在7400点。该行亦预测，国企指数的下半年目标为11800点。\n伍礼贤又指出，预期港股下半年将延续上半年估值修复的主基调，新旧经济股份均有不同的表现机会，而周期性股份升势或现放缓，当中值得看好的4大板块，包括新经济、石油能源、家电消费及通讯服务。\n瑞信：恒指下半年看升 年底目标30000点\n瑞信大中华区首席投资总监邵志铭表示，对港股下半年走势看升，恒生指数在今年底目标为30000点，但港股短线仍受制于内地收紧银根的力度。他估计，最快在第三季末至第四季，内地银根偏紧的情况或有改善，促使流入港股的资金回升，带动市场气氛。\n邵志铭指出，利好港股的因素还包括，全球经济增长前景乐观，以及人民币升值潜力会为中资股提供支持。目前看好内地可持续板块，例如太阳能、风能和电动车行业，对中资科技股则维持中性看法。\n部分大型科网公司已表明，短线会拨出盈利用作中长线投资，料科技股在未来两个季度的盈利表现，将难以给予市场惊喜。而且价值型股票估值仍吸引，投资者继续增持价值型股票，平冲投资组合中科技股的比重，都会限制科技股的表现。\n恒生资管：下半年成长股升幅可跑赢价值股\n恒生投资管理董事兼投资总监薛永辉表示，环球加强对科技企业的监管，但市场已大致消化消息，企业亦正适应新环境。另一方面，成长股2月起展开调整，现时开始有科技股回到较为吸引的水平，有机会可候低吸纳，相信下半年成长股升幅可跑赢价值股。\n看好内需、互联网企业（电商、生活平台）、人口老化及医药创新、环保（新能源、电动车、电动车电池）、房地产（物管、房产在线平台）等行业，但看淡能源、电讯等板块。","news_type":1,"symbols_score_info":{"HSI":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150245969,"gmtCreate":1624918330551,"gmtModify":1703847693595,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/150245969","repostId":"1189694806","repostType":4,"repost":{"id":"1189694806","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":1624894784,"share":"https://ttm.financial/m/news/1189694806?lang=en_US&edition=fundamental","pubTime":"2021-06-28 23:39","market":"us","language":"zh","title":"[Change] New car-making forces have completely exploded, and Nio vehicles rose 9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189694806","media":"老虎资讯综合","summary":"6月28日，中概新能源车股持续走高，蔚来涨9%，理想汽车涨超7%，小鹏汽车涨超6%。","content":"<p>On June 28, Zhonggai new energy vehicle stocks continued to rise.<a href=\"https://laohu8.com/S/NIO\">Nio</a>Up 9%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Rose more than 7%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up more than 6%.</p><p><img src=\"https://static.tigerbbs.com/51155eb57192c0b7db9dad0dfa6326f3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>[Change] New car-making forces have completely exploded, and Nio vehicles rose 9%</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{ 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.h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n[Change] New car-making forces have completely exploded, and Nio vehicles rose 9%\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\">2021-06-28 23:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 28, Zhonggai new energy vehicle stocks continued to rise.<a href=\"https://laohu8.com/S/NIO\">Nio</a>Up 9%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Rose more than 7%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up more than 6%.</p><p><img src=\"https://static.tigerbbs.com/51155eb57192c0b7db9dad0dfa6326f3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"LI":"理想汽车","NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189694806","content_text":"6月28日，中概新能源车股持续走高，蔚来涨9%，理想汽车涨超7%，小鹏汽车涨超6%。","news_type":1,"symbols_score_info":{"NIO":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121177677,"gmtCreate":1624457727799,"gmtModify":1703837355405,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"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/121177677","repostId":"1102688637","repostType":4,"repost":{"id":"1102688637","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":1624449865,"share":"https://ttm.financial/m/news/1102688637?lang=en_US&edition=fundamental","pubTime":"2021-06-23 20:04","market":"us","language":"zh","title":"Pre-market: The three major futures indexes collectively rose, and the blockchain concept rebounded","url":"https://stock-news.laohu8.com/highlight/detail?id=1102688637","media":"老虎资讯综合","summary":"6月23日（周三），美股三大指数期货集体上涨，道指期货涨幅居前。今日，美国将公布6月Markit制造业、服务业和综合PMI，投资者可从中了解美国经济复苏势头状况。另外，联邦公开市场委员会(FOMC)委","content":"<p>On June 23 (Wednesday), the three major U.S. stock index futures rose collectively, with Dow futures leading the gains. Today, the United States will release the Markit manufacturing, service and comprehensive PMI for June, from which investors can learn about the momentum of the U.S. economic recovery. Separately, FOMC members Michelle Bowman, Eric Rosengren and Raphael Bostic will speak.</p><p><img src=\"https://static.tigerbbs.com/4965e98a5db6465f0465b6b52e84211a\" tg-width=\"703\" tg-height=\"258\" referrerpolicy=\"no-referrer\"></p><p><b>Pre-market trend of Chinese concept stocks</b></p><p><a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>It rose 4.4% before the market. According to Hong Kong Stock Exchange documents, XPeng Motors passed the listing hearing of Hong Kong Stock Exchange. XPeng Motor's Hong Kong stock listing is a \"dual primary listing\", and it is also the first dual listing of major Chinese concept stocks in Hong Kong and the United States in three years. Unlike other \"secondary listing\" Chinese concept stocks in Hong Kong stocks that cannot be accessed through Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect, XPeng Motor's Hong Kong stock IPO will return to Hong Kong stocks in the form of \"dual primary listing\", which can meet the requirements of Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect. The access conditions of Hong Kong Stock Connect are convenient for A-share investors to invest through Hong Kong Stock Connect and activate stock transactions.</p><p>At the same time,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose more than 2% before the market.</p><p>\"Truck version of Didi\"<a href=\"https://laohu8.com/S/YMM\">Manbang</a>The group fell more than 4% before the market. Manbang Group officially landed on the New York Stock Exchange yesterday, closing up 13% on the first day of listing, and its market value exceeded 23 billion US dollars.</p><p><a href=\"https://laohu8.com/S/CD\">Chindata</a>It rose nearly 7% before the market, after announcing a strategic cooperation with Tencent.</p><p><a href=\"https://laohu8.com/S/ZKIN\">Zhengkang International Group</a>It rose 6.4% before the market, after announcing that it would expand its business in Europe and North America.</p><p>The blockchain concept rose before the market,<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>Up nearly 5%,<a href=\"https://laohu8.com/S/NCTY\">The ninth city</a>Up 3.91%,<a href=\"https://laohu8.com/S/EBON\">Ebang International</a>Up 2.62%.</p><p><b>Important US stocks</b></p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose 1.55% before the market. Tesla recently announced that it will recall some imported Model 3 models in China. Foreign media reported that according to a company statement obtained, Tesla said the recall had nothing to do with brake failure.</p><p><a href=\"https://laohu8.com/S/BRK.B\">Berkshire B</a>It fell 0.01% before the market. Buffett will distribute $4.1 billion worth of Berkshire Hathaway stock. Buffett said that \"the promise of distributing all Berkshire Hathaway shares is slowly being fulfilled, and tax breaks are important to many people.\"</p><p>Canadian biopharmaceutical companies<a href=\"https://laohu8.com/S/ACST\">Acasti Pharma</a>It rose 30% before the market, and the loss per share in fiscal year 2021 narrowed year-on-year.</p><p>Specialty Pharmaceutical Company<a href=\"https://laohu8.com/S/TENX\">Tenax Therapeutics</a>It rose more than 12% before the market, and the stock will officially join the Russell Microstock Index on June 28.</p><p>Digital advertising management platform ALFI fell more than 16% before the market. Yesterday, the company announced the repurchase of US $2 million in shares, closing up 108%.</p><p>Clinical-stage biopharmaceutical companies<a href=\"https://laohu8.com/S/MLND\">Millendo Therapeutics</a>It fell nearly 14% before the market, after announcing that the merger with Tempest Therapeutics was approved and will begin trading as \"TPST\" on Friday.</p><p><b>Commodities</b></p><p>International oil prices fluctuated higher. Earlier industry data showed that U.S. crude oil inventories fell more than expected, reinforcing the view that road and air travel in Europe and North America is heating up and the balance between supply and demand is tightening.</p><p>As of press time, WTI crude oil futures prices were at US $73.62/barrel, a decrease of 1.06%; Brent crude oil futures prices were at $75.61 per barrel, a decrease of 1.07%.</p><p><img src=\"https://static.tigerbbs.com/5c3c03c94c894c65f9e21f3c119c2fed\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>International gold prices rebounded. Federal Reserve Chairman Jerome Powell has pledged to keep interest rates near zero for some time and will not rate hike too quickly based solely on fears of rising short-term inflation.</p><p>As of press time, the price of gold futures in the New York market was at $1,786.70 per ounce, an increase of 0.52%.</p><p><img src=\"https://static.tigerbbs.com/14dacce7e1bd4143c7a8e3e1e744bb87\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-market: The three major futures indexes collectively rose, and the blockchain concept rebounded</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: The three major futures indexes collectively rose, and the blockchain concept rebounded\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\">2021-06-23 20:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 23 (Wednesday), the three major U.S. stock index futures rose collectively, with Dow futures leading the gains. Today, the United States will release the Markit manufacturing, service and comprehensive PMI for June, from which investors can learn about the momentum of the U.S. economic recovery. Separately, FOMC members Michelle Bowman, Eric Rosengren and Raphael Bostic will speak.</p><p><img src=\"https://static.tigerbbs.com/4965e98a5db6465f0465b6b52e84211a\" tg-width=\"703\" tg-height=\"258\" referrerpolicy=\"no-referrer\"></p><p><b>Pre-market trend of Chinese concept stocks</b></p><p><a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>It rose 4.4% before the market. According to Hong Kong Stock Exchange documents, XPeng Motors passed the listing hearing of Hong Kong Stock Exchange. XPeng Motor's Hong Kong stock listing is a \"dual primary listing\", and it is also the first dual listing of major Chinese concept stocks in Hong Kong and the United States in three years. Unlike other \"secondary listing\" Chinese concept stocks in Hong Kong stocks that cannot be accessed through Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect, XPeng Motor's Hong Kong stock IPO will return to Hong Kong stocks in the form of \"dual primary listing\", which can meet the requirements of Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect. The access conditions of Hong Kong Stock Connect are convenient for A-share investors to invest through Hong Kong Stock Connect and activate stock transactions.</p><p>At the same time,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose more than 2% before the market.</p><p>\"Truck version of Didi\"<a href=\"https://laohu8.com/S/YMM\">Manbang</a>The group fell more than 4% before the market. Manbang Group officially landed on the New York Stock Exchange yesterday, closing up 13% on the first day of listing, and its market value exceeded 23 billion US dollars.</p><p><a href=\"https://laohu8.com/S/CD\">Chindata</a>It rose nearly 7% before the market, after announcing a strategic cooperation with Tencent.</p><p><a href=\"https://laohu8.com/S/ZKIN\">Zhengkang International Group</a>It rose 6.4% before the market, after announcing that it would expand its business in Europe and North America.</p><p>The blockchain concept rose before the market,<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>Up nearly 5%,<a href=\"https://laohu8.com/S/NCTY\">The ninth city</a>Up 3.91%,<a href=\"https://laohu8.com/S/EBON\">Ebang International</a>Up 2.62%.</p><p><b>Important US stocks</b></p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose 1.55% before the market. Tesla recently announced that it will recall some imported Model 3 models in China. Foreign media reported that according to a company statement obtained, Tesla said the recall had nothing to do with brake failure.</p><p><a href=\"https://laohu8.com/S/BRK.B\">Berkshire B</a>It fell 0.01% before the market. Buffett will distribute $4.1 billion worth of Berkshire Hathaway stock. Buffett said that \"the promise of distributing all Berkshire Hathaway shares is slowly being fulfilled, and tax breaks are important to many people.\"</p><p>Canadian biopharmaceutical companies<a href=\"https://laohu8.com/S/ACST\">Acasti Pharma</a>It rose 30% before the market, and the loss per share in fiscal year 2021 narrowed year-on-year.</p><p>Specialty Pharmaceutical Company<a href=\"https://laohu8.com/S/TENX\">Tenax Therapeutics</a>It rose more than 12% before the market, and the stock will officially join the Russell Microstock Index on June 28.</p><p>Digital advertising management platform ALFI fell more than 16% before the market. Yesterday, the company announced the repurchase of US $2 million in shares, closing up 108%.</p><p>Clinical-stage biopharmaceutical companies<a href=\"https://laohu8.com/S/MLND\">Millendo Therapeutics</a>It fell nearly 14% before the market, after announcing that the merger with Tempest Therapeutics was approved and will begin trading as \"TPST\" on Friday.</p><p><b>Commodities</b></p><p>International oil prices fluctuated higher. Earlier industry data showed that U.S. crude oil inventories fell more than expected, reinforcing the view that road and air travel in Europe and North America is heating up and the balance between supply and demand is tightening.</p><p>As of press time, WTI crude oil futures prices were at US $73.62/barrel, a decrease of 1.06%; Brent crude oil futures prices were at $75.61 per barrel, a decrease of 1.07%.</p><p><img src=\"https://static.tigerbbs.com/5c3c03c94c894c65f9e21f3c119c2fed\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>International gold prices rebounded. Federal Reserve Chairman Jerome Powell has pledged to keep interest rates near zero for some time and will not rate hike too quickly based solely on fears of rising short-term inflation.</p><p>As of press time, the price of gold futures in the New York market was at $1,786.70 per ounce, an increase of 0.52%.</p><p><img src=\"https://static.tigerbbs.com/14dacce7e1bd4143c7a8e3e1e744bb87\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102688637","content_text":"6月23日（周三），美股三大指数期货集体上涨，道指期货涨幅居前。今日，美国将公布6月Markit制造业、服务业和综合PMI，投资者可从中了解美国经济复苏势头状况。另外，联邦公开市场委员会(FOMC)委员鲍曼(Michelle Bowman)、罗森格伦(Eric Rosengren)和博斯蒂克(Raphael Bostic)将发表讲话。\n\n中概股盘前走势\n小鹏汽车盘前涨4.4%。据港交所文件，小鹏汽车通过港交所上市聆讯。小鹏汽车本次港股上市为“双重主要上市”，也是三年内首个香港、美国两地重大中概股双重上市。与其他港股“二次上市”的中概股无法通过沪港通、深港通接入不同，小鹏汽车本次港股IPO将以“双重主要上市”方式回归港股，可满足沪港通和深港通的接入条件，便于A股投资者借助港股通投资，活跃股票成交。\n同时，蔚来、理想汽车盘前涨超2%。\n“货车版滴滴”满帮集团盘前跌超4%。满帮集团昨天正式登陆纽交所，上市首日收涨13%，市值突破230亿美元。\n秦淮数据盘前涨近7%，此前宣布与腾讯达成战略合作。\n正康国际集团盘前涨6.4%，此前宣布将在欧洲和北美扩张业务。\n区块链概念盘前走高，嘉楠科技涨近5%，第九城市涨3.91%，亿邦国际涨2.62%。\n重要美股\n特斯拉盘前涨1.55%。特斯拉近期宣布，该公司将在中国召回部分进口Model 3车型。 外媒报道称，根据获得的一份该公司声明中显示，特斯拉称此次召回与刹车失灵无关。\n伯克希尔B盘前跌0.01%。巴菲特将派发价值41亿美元的伯克希尔哈撒韦公司股票。巴菲特表示“正在慢慢实现派发所有伯克希尔哈撒韦的股票这一承诺，税收减免对很多人来说都很重要”。\n加拿大生物制药公司Acasti Pharma盘前大涨30%，2021财年每股亏损同比缩小。\n专科制药公司Tenax Therapeutics盘前涨超12%，该股将在6月28日正式加入罗素微股指数。\n数字广告管理平台ALFI盘前跌超16%，昨日公司宣布回购200万美元股票，收涨108%。\n临床阶段生物制药公司Millendo Therapeutics盘前跌近14%，此前宣布与Tempest Therapeutics的合并获批，将在周五开始以“TPST”交易。\n大宗商品\n国际油价震荡走高。此前行业数据显示美国原油库存降幅大于预期，强化了欧洲和北美公路和航空旅行升温，供求平衡趋紧的观点。\n截至发稿，WTI原油期货价格报73.62美元/桶，跌幅1.06%；布伦特原油期货价格报75.61美元/桶，跌幅1.07%。\n\n国际金价反弹。美联储主席鲍威尔承诺在一段时间内将利率维持在接近零的水平，不会仅仅基于对短期通胀上升的恐惧而过快加息。\n截至发稿，纽约市场黄金期货价格报1786.70美元/盎司，涨幅0.52%。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121175219,"gmtCreate":1624457699531,"gmtModify":1703837352825,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"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/121175219","repostId":"2145929670","repostType":4,"repost":{"id":"2145929670","kind":"highlight","pubTimestamp":1624452183,"share":"https://ttm.financial/m/news/2145929670?lang=en_US&edition=fundamental","pubTime":"2021-06-23 20:43","market":"us","language":"zh","title":"Tesla's Q2 delivery volume is expected to hit a new high, is the buying point arrived?","url":"https://stock-news.laohu8.com/highlight/detail?id=2145929670","media":"金十数据","summary":"市场普遍预期Q2交付量将再创新高，如何把握时机提早布局？","content":"<p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Musk sent an internal email to employees on the 18th local time. The email did not disclose the actual production and delivery targets for the second quarter, but only made encouragement and requests:</p><p>\"Overall, we are executing well, but the next 12 days are very important for production and deliveries this quarter. Please give your all!\" Musk did not disclose the number of deliveries completed so far and the Q2 target in the letter, but<b>Analysts expect the number of deliveries this quarter to reach 198,000-200,000, setting a new high for quarterly deliveries.</b></p><p>Judging from the wording of the email, Musk seems to believe that the delivery target for the second quarter is achievable, but in order to achieve this goal, the team needs to make a very fierce sprint at the end of the quarter.</p><p>With less than two weeks left in the second quarter, there's a good chance that Tesla will do what it can to deliver as many vehicles as possible by the end of the month, given the trend of launching a massive push at the end of the quarter.</p><p><b>Q1 Delivery Data Review</b></p><p>In the first quarter of this year, Tesla delivered 184,800 electric vehicles and produced 180,338 vehicles, both hitting record highs. According to delivery data, all electric vehicles produced by Tesla in the first quarter were Model 3 and Model Y models, and production of the more expensive Model S and Model X models was zero.</p><p>At the same time, the 2020 Model S and Model X delivered in the first quarter all came from previous production inventories, and their deliveries only accounted for 1% of the total deliveries in the quarter. The figure below shows the delivery volume of Tesla Model S/X/3/Y as of the first quarter of 2021:</p><p><img src=\"https://static.tigerbbs.com/f922029c3a0ba8d1f3227eb32e8c8bee\" tg-width=\"960\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p><b>Q2 Delivery Forecast</b></p><p>For Tesla, the rapid growth in sales is very important because traditional auto leaders have awakened and are boosting plug-in car sales for most brands. The new factory in Texas is a key factor in further growth, as the start-up of the factory in Germany appears \"challenging.\"</p><p>Tesla loyal fan Troy Teslike estimates that,<b>In the second quarter, 198,000 deliveries are possible (he previously expected 192,000 vehicles)</b>, which would support the 200,000-vehicle argument-another symbolic milestone. Troy Teslike also predicts that Tesla will deliver 838,000 vehicles throughout 2021. The picture below is his prediction data:</p><p><img src=\"https://static.tigerbbs.com/a6540ca353b7336cb0291d9c95645713\" tg-width=\"566\" tg-height=\"766\" referrerpolicy=\"no-referrer\"></p><p>Front<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>CIO Gary Black said that with U.S./China Model Y deliveries (expected) reaching new highs in the second quarter, and Chinese and U.S.-made Model 3 exports to the EU setting records every quarter,<b>Tesla's second-quarter deliveries may reach 210,000-215,000 vehicles (market expectations are 205,000 vehicles)</b>After the second quarter, the market's expectation for Tesla's fiscal 2021 delivery volume may be close to 900,000 vehicles (the current forecast is 866,000 vehicles).</p><p>Tesla short GLJ Research analyst Gordon Johnson lowered his expectations for Tesla's (TSLA.O) second-quarter deliveries while raising his expectations for full-year fiscal 2021 deliveries.<b>The second quarter delivery forecast was lowered from 196,000 to 194,000, while the full-year 2021 delivery forecast was raised from 783,900 to 799,700</b>。 We made this adjustment because we think sales in China will be around 30,000 in June, Johnson said.</p><p>The Motley Fool reports that Tesla may need to more than double its second-quarter deliveries year-over-year to meet the company's updated guidance in the first quarter of more than 50% increase in full-year deliveries from 2020 levels. But this should not be too difficult. If the delivery volume of the first quarter is maintained in the second quarter, it can also achieve a year-on-year growth rate of 104%.</p><p><b>However, supply shortages remain a potential challenge, especially in semiconductor, logistics and shipping port capacity constraints</b>。 Given the optimistic signals released by Tesla's management, deliveries in the second quarter are expected to increase compared with the first quarter.</p><p><b>Model S Make efforts to deliver</b></p><p>Previously, on June 10, Tesla held a delivery ceremony for the Model S Plaid version at the test drive factory next to the Fremont Gigafactory. At the event, Tesla CEO Musk announced that the company will deliver 25 Model S Plaid vehicles that night. In addition, Musk also added that hundreds of Model S Plaid vehicles will be delivered every week soon, and thousands of Model S Plaid vehicles will be delivered every week next quarter.</p><p>Days after Tesla officially delivered the first batch of Model S Plaid, drones patrolling the Fremont factory showed that the company is now mass-producing the car. In addition, judging from the videos and photos shared by netizens on social media, some Model S Plaid are in transit. Coupled with the growing Model S fleet in the Fremont factory, Tesla seems to want to ensure that this newly released The car can be delivered to customers before the end of the quarter.</p><p><img src=\"https://static.tigerbbs.com/20cb3d4a2cc9c0f4e1e2181891cab618\" tg-width=\"554\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>Recently, according to foreign media reports, as the second quarter of 2021 draws to an end, the delivery speed of Tesla Model S has accelerated. Foreign media predict that Tesla's production and delivery in the second quarter will be particularly tight. Due to the delay in the release of new models, there is a large backlog of delivery orders for Model S. In addition, shipments of more than 10,000 vehicles were put on hold in May, which also delayed the delivery of many orders until Tesla launched its new computer vision system.</p><p><b>Historical stock price trends on the day Tesla announced quarterly delivery data and the previous five days</b></p><p>From Q1 2020 to Q1 this year, Tesla's delivery volume exceeded market consensus expectations for five consecutive quarters, and the stock price rose by more than 3% on the day of the announcement four times, as shown in the chart below. As the second quarter draws to an end, investors may be able to find patterns from previous market charts, seize the opportunity, and make arrangements in advance!</p><p><img src=\"https://static.tigerbbs.com/bedab4feccd75ca5c4d48fd2872c022c\" tg-width=\"1242\" tg-height=\"3620\" referrerpolicy=\"no-referrer\"></p>","source":"xnew_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>Tesla's Q2 delivery volume is expected to hit a new high, is the buying point arrived?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Q2 delivery volume is expected to hit a new high, is the buying point arrived?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2021-06-23 20:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Musk sent an internal email to employees on the 18th local time. The email did not disclose the actual production and delivery targets for the second quarter, but only made encouragement and requests:</p><p>\"Overall, we are executing well, but the next 12 days are very important for production and deliveries this quarter. Please give your all!\" Musk did not disclose the number of deliveries completed so far and the Q2 target in the letter, but<b>Analysts expect the number of deliveries this quarter to reach 198,000-200,000, setting a new high for quarterly deliveries.</b></p><p>Judging from the wording of the email, Musk seems to believe that the delivery target for the second quarter is achievable, but in order to achieve this goal, the team needs to make a very fierce sprint at the end of the quarter.</p><p>With less than two weeks left in the second quarter, there's a good chance that Tesla will do what it can to deliver as many vehicles as possible by the end of the month, given the trend of launching a massive push at the end of the quarter.</p><p><b>Q1 Delivery Data Review</b></p><p>In the first quarter of this year, Tesla delivered 184,800 electric vehicles and produced 180,338 vehicles, both hitting record highs. According to delivery data, all electric vehicles produced by Tesla in the first quarter were Model 3 and Model Y models, and production of the more expensive Model S and Model X models was zero.</p><p>At the same time, the 2020 Model S and Model X delivered in the first quarter all came from previous production inventories, and their deliveries only accounted for 1% of the total deliveries in the quarter. The figure below shows the delivery volume of Tesla Model S/X/3/Y as of the first quarter of 2021:</p><p><img src=\"https://static.tigerbbs.com/f922029c3a0ba8d1f3227eb32e8c8bee\" tg-width=\"960\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p><b>Q2 Delivery Forecast</b></p><p>For Tesla, the rapid growth in sales is very important because traditional auto leaders have awakened and are boosting plug-in car sales for most brands. The new factory in Texas is a key factor in further growth, as the start-up of the factory in Germany appears \"challenging.\"</p><p>Tesla loyal fan Troy Teslike estimates that,<b>In the second quarter, 198,000 deliveries are possible (he previously expected 192,000 vehicles)</b>, which would support the 200,000-vehicle argument-another symbolic milestone. Troy Teslike also predicts that Tesla will deliver 838,000 vehicles throughout 2021. The picture below is his prediction data:</p><p><img src=\"https://static.tigerbbs.com/a6540ca353b7336cb0291d9c95645713\" tg-width=\"566\" tg-height=\"766\" referrerpolicy=\"no-referrer\"></p><p>Front<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>CIO Gary Black said that with U.S./China Model Y deliveries (expected) reaching new highs in the second quarter, and Chinese and U.S.-made Model 3 exports to the EU setting records every quarter,<b>Tesla's second-quarter deliveries may reach 210,000-215,000 vehicles (market expectations are 205,000 vehicles)</b>After the second quarter, the market's expectation for Tesla's fiscal 2021 delivery volume may be close to 900,000 vehicles (the current forecast is 866,000 vehicles).</p><p>Tesla short GLJ Research analyst Gordon Johnson lowered his expectations for Tesla's (TSLA.O) second-quarter deliveries while raising his expectations for full-year fiscal 2021 deliveries.<b>The second quarter delivery forecast was lowered from 196,000 to 194,000, while the full-year 2021 delivery forecast was raised from 783,900 to 799,700</b>。 We made this adjustment because we think sales in China will be around 30,000 in June, Johnson said.</p><p>The Motley Fool reports that Tesla may need to more than double its second-quarter deliveries year-over-year to meet the company's updated guidance in the first quarter of more than 50% increase in full-year deliveries from 2020 levels. But this should not be too difficult. If the delivery volume of the first quarter is maintained in the second quarter, it can also achieve a year-on-year growth rate of 104%.</p><p><b>However, supply shortages remain a potential challenge, especially in semiconductor, logistics and shipping port capacity constraints</b>。 Given the optimistic signals released by Tesla's management, deliveries in the second quarter are expected to increase compared with the first quarter.</p><p><b>Model S Make efforts to deliver</b></p><p>Previously, on June 10, Tesla held a delivery ceremony for the Model S Plaid version at the test drive factory next to the Fremont Gigafactory. At the event, Tesla CEO Musk announced that the company will deliver 25 Model S Plaid vehicles that night. In addition, Musk also added that hundreds of Model S Plaid vehicles will be delivered every week soon, and thousands of Model S Plaid vehicles will be delivered every week next quarter.</p><p>Days after Tesla officially delivered the first batch of Model S Plaid, drones patrolling the Fremont factory showed that the company is now mass-producing the car. In addition, judging from the videos and photos shared by netizens on social media, some Model S Plaid are in transit. Coupled with the growing Model S fleet in the Fremont factory, Tesla seems to want to ensure that this newly released The car can be delivered to customers before the end of the quarter.</p><p><img src=\"https://static.tigerbbs.com/20cb3d4a2cc9c0f4e1e2181891cab618\" tg-width=\"554\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>Recently, according to foreign media reports, as the second quarter of 2021 draws to an end, the delivery speed of Tesla Model S has accelerated. Foreign media predict that Tesla's production and delivery in the second quarter will be particularly tight. Due to the delay in the release of new models, there is a large backlog of delivery orders for Model S. In addition, shipments of more than 10,000 vehicles were put on hold in May, which also delayed the delivery of many orders until Tesla launched its new computer vision system.</p><p><b>Historical stock price trends on the day Tesla announced quarterly delivery data and the previous five days</b></p><p>From Q1 2020 to Q1 this year, Tesla's delivery volume exceeded market consensus expectations for five consecutive quarters, and the stock price rose by more than 3% on the day of the announcement four times, as shown in the chart below. As the second quarter draws to an end, investors may be able to find patterns from previous market charts, seize the opportunity, and make arrangements in advance!</p><p><img src=\"https://static.tigerbbs.com/bedab4feccd75ca5c4d48fd2872c022c\" tg-width=\"1242\" tg-height=\"3620\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=76537&type=news\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b86586210e1f8bc591340d4eb624b89","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=76537&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145929670","content_text":"特斯拉CEO马斯克于当地时间18日给员工发送了一封内部邮件，该邮件并没有透露第二季度实际生产和交付目标，只是做出了鼓舞和要求：\n\n “总的来说，我们执行得很好，但接下来的 12 天对于本季度的生产和交付来说非常重要。请全力以赴！”\n\n马斯克在信件中并没有透露目前已经完成的交付数量以及Q2目标，但分析师预期本季度的交付数量将达到19.8万-20万，刷新季度交付数量新高。\n从邮件措辞来看，马斯克似乎相信第二季度的交付目标是可实现的，但为了实现这一目标，团队需在季度末进行非常激烈的冲刺。\n第二季度只剩下不到两周的时间，考虑到特斯拉在季度末发起大规模推动的趋势，特斯拉很有可能会尽其所能在本月底之前交付尽可能多的汽车。\nQ1交付数据回顾\n今年第一季度，特斯拉电动汽车的交付量达184800辆，产量达180338辆，双双创下历史新高。据交付数据，第一季度特斯拉生产的所有电动汽车均为Model 3和Model Y车型，价格更为昂贵的Model S和Model X车型的产量为零。\n同时，第一季度所交付的2020辆Model S和Model X，均来自此前的生产库存，其交付数量仅占该季度总交付量的1%。下图是截至2021年第一季度，特斯拉Model S/X/3/Y交付量：\n\nQ2交付量预测\n对于特斯拉来说，销量的快速增长非常重要，因为传统汽车龙头企业已经觉醒并正在为大多数品牌提振插电式汽车销量。得州的新工厂是进一步增长的关键因素，因为德国工厂的启动似乎“具有挑战性”。\n特斯拉忠粉Troy Teslike估计，在第二季度，198000辆的交付量是有可能的（他此前给出的预期值为192000辆），这将支持20万辆的论点——另一个象征性的里程碑。Troy Teslike还预测特斯拉2021年全年将交付83.8万辆。下图是他的预测数据：\n\n前高盛CIO Gary Black表示，随着美国/中国第二季度Model Y交付量（预计）达到新高，以及中国及美国产Model 3对欧盟的出口量每个季度都创下纪录，特斯拉第二季度交付量可能达到21万—21.5万辆（市场预期20.5万辆），第二季度后市场对特斯拉2021财年交付量的预期可能接近90万辆（目前的预测为86.6万辆）。\n特斯拉空头GLJ Research分析师Gordon Johnson下调了他对特斯拉(TSLA.O)第二季度交付量的预期，同时上调对2021财年全年交付量的预期。第二季度交付量预期从19.6万下调至19.4万辆，而2021年全年交付量预期从78.39万上调到79.97万辆。Johnson表示，我们之所以做出这一调整，是因为我们认为6月在中国的销量将达到3万辆左右。\nThe Motley Fool报道称，特斯拉可能需要将其第二季度的交付量同比增加一倍以上才能达到公司在第一季度更新的指引，即全年交付量比 2020 年水平增加50%以上。但这应该不会太难，如果第二季度维持一季度的交付量，也能实现104%的同比增长率。\n不过供应短缺仍然是潜在的挑战，尤其是半导体、物流和航运港口容量限制方面。鉴于特斯拉管理层释放的乐观信号，预计第二季度交付量会较第一季度录得增长。\nModel S发力交付\n此前6月10日，特斯拉在弗里蒙特超级工厂旁边的试驾厂举行了Model S Plaid版交付仪式。活动现场，特斯拉CEO马斯克宣布，该公司将于当晚交付25辆Model S Plaid。此外，马斯克还补充表示，很快将每周交付数百辆Model S Plaid，下个季度每周将交付数千辆Model S Plaid。\n在特斯拉正式交付第一批Model S Plaid的几天后，弗里蒙特工厂上空巡查的无人机显示，该公司现在正在批量生产这款车。另外从网友在社交媒体上分享的视频和照片来看，一些Model S Plaid正在运送途中，再加上弗里蒙特工厂内不断增长的Model S车队，特斯拉似乎想要确保这款新发布的汽车能在本季度结束前交付给客户。\n\n近日，据外媒报道，随着2021年第二季度临近结束，特斯拉Model S的交付速度加快。外媒预计，特斯拉二季度的生产和交付都特别紧张，由于新车型发布被推迟，Model S的交付订单大量积压。此外，5月份有1万多辆汽车被搁置发货，这也推迟了许多订单交付，需等到特斯拉推出其新计算机视觉系统。\n特斯拉公布季度交付数据当日及前五日股价历史走势\n2020年Q1至今年Q1，特斯拉连续五个季度的交付量超出市场普遍预期，其中四次在公布当日股价上涨3%以上，如下图所示。随着第二季度临近结束，投资者们或许可以此前几次行情走势图从中找到规律，把握时机，提早布局！","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120669941,"gmtCreate":1624321766883,"gmtModify":1703833330881,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"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/120669941","repostId":"1128496063","repostType":4,"isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120687105,"gmtCreate":1624321715807,"gmtModify":1703833328611,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"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/120687105","repostId":"2145034445","repostType":4,"repost":{"id":"2145034445","kind":"highlight","pubTimestamp":1624321277,"share":"https://ttm.financial/m/news/2145034445?lang=en_US&edition=fundamental","pubTime":"2021-06-22 08:21","market":"us","language":"zh","title":"The key price difference of crude oil hits a 7-year high, last time oil prices rose to $100","url":"https://stock-news.laohu8.com/highlight/detail?id=2145034445","media":"华尔街见闻","summary":"周一WTI 9月合约较10月合约的溢价触及1.12美元/桶。过去十三年里，排序第三位和第四位合约价差超过1美元的情况只出现过两次，且随后国际油价都超过了100美元/桶。","content":"<p>Unconsciously, the international crude oil price rose again. On Monday, June 21, international crude oil futures rose for two consecutive days, hitting a new high in more than two and a half years.</p><p>Among them, WTI July crude oil futures closed up 2.82% at US $73.66 per barrel, setting a new closing high for the monthly contract since October 10, 2018 set last Wednesday; Brent crude oil futures for August once approached $75 and closed up 1.89% at $74.90 per barrel, a new high since October 31, 2018.</p><p>Of course, there is another indicator this time that oil prices may not have risen to a high point yet-<b>The main spread of crude oil futures contracts has risen to the widest in seven years as traders bet that U.S. crude oil inventories will tighten sharply.</b></p><p>Bloomberg said the premium of the September WTI contract to the October contract hit $1.12/barrel on Monday. In the past thirteen years, the price difference between the third-and fourth-ranked contracts has exceeded $1 only twice, in 2008, and from mid-2013 to mid-2014.</p><p><b>What is particularly noteworthy is that in the past two periods when this key price difference exceeded US $1, the international oil price exceeded US $100/barrel.</b></p><p>Bloomberg explained that this spread indicates that some people expect oil supplies to be tightening significantly, mainly due to the increase in road and air travel in the United States as the economy reopens. From a supply perspective, shale oil producers' strict financial records are also limiting production growth.</p><p><b>At the same time, more and more people are predicting that oil prices will soon exceed 100.</b></p><p>Last week, Vitol Group,<a href=\"https://laohu8.com/S/GLEN.UK\">Glencore</a>Executives at big oil trading companies such as Glencore Plc and Trafigura Group say the potential for oil to rise to $100 a barrel is real because investment in new supply has slowed at a time when demand has yet to peak and green alternatives can't fill the gap.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>It gives the most optimistic forecast of any major Wall Street forecasting agency so far.</p><p>Francisco Blanch, head of commodity research at Bank of America, also believes oil prices could soar to $100 a barrel next year as global travel demand rebounds. Blanch said crude oil inventories are currently below the five-year average, and pent-up travel demand and constrained supply-side investment could briefly push crude oil prices to $100 a barrel in 2022.</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>The key price difference of crude oil hits a 7-year high, last time oil prices rose to $100</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe key price difference of crude oil hits a 7-year high, last time oil prices rose to $100\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\">2021-06-22 08:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Unconsciously, the international crude oil price rose again. On Monday, June 21, international crude oil futures rose for two consecutive days, hitting a new high in more than two and a half years.</p><p>Among them, WTI July crude oil futures closed up 2.82% at US $73.66 per barrel, setting a new closing high for the monthly contract since October 10, 2018 set last Wednesday; Brent crude oil futures for August once approached $75 and closed up 1.89% at $74.90 per barrel, a new high since October 31, 2018.</p><p>Of course, there is another indicator this time that oil prices may not have risen to a high point yet-<b>The main spread of crude oil futures contracts has risen to the widest in seven years as traders bet that U.S. crude oil inventories will tighten sharply.</b></p><p>Bloomberg said the premium of the September WTI contract to the October contract hit $1.12/barrel on Monday. In the past thirteen years, the price difference between the third-and fourth-ranked contracts has exceeded $1 only twice, in 2008, and from mid-2013 to mid-2014.</p><p><b>What is particularly noteworthy is that in the past two periods when this key price difference exceeded US $1, the international oil price exceeded US $100/barrel.</b></p><p>Bloomberg explained that this spread indicates that some people expect oil supplies to be tightening significantly, mainly due to the increase in road and air travel in the United States as the economy reopens. From a supply perspective, shale oil producers' strict financial records are also limiting production growth.</p><p><b>At the same time, more and more people are predicting that oil prices will soon exceed 100.</b></p><p>Last week, Vitol Group,<a href=\"https://laohu8.com/S/GLEN.UK\">Glencore</a>Executives at big oil trading companies such as Glencore Plc and Trafigura Group say the potential for oil to rise to $100 a barrel is real because investment in new supply has slowed at a time when demand has yet to peak and green alternatives can't fill the gap.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>It gives the most optimistic forecast of any major Wall Street forecasting agency so far.</p><p>Francisco Blanch, head of commodity research at Bank of America, also believes oil prices could soar to $100 a barrel next year as global travel demand rebounds. Blanch said crude oil inventories are currently below the five-year average, and pent-up travel demand and constrained supply-side investment could briefly push crude oil prices to $100 a barrel in 2022.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633474\">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/50ab1228da008e61faa75a03abe0e560","relate_stocks":{"DWT":"三倍做空原油ETN","SCO":"二倍做空彭博原油指数ETF","DUG":"二倍做空石油与天然气ETF(ProShares)","DDG":"ProShares做空石油与天然气ETF","UCO":"二倍做多彭博原油ETF","USO":"美国原油ETF"},"source_url":"https://wallstreetcn.com/articles/3633474","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145034445","content_text":"不知不觉当中，国际原油价格又升高了。6月21日周一，国际原油期货连涨两日，创逾两年半新高。\n其中，WTI 7月原油期货收涨2.82%，报73.66美元/桶，刷新上周三所创的2018年10月10日以来即月合约收盘新高；布伦特8月原油期货一度逼近75美元，收涨1.89%，报74.90美元/桶，创2018年10月31日以来新高。\n当然这次还有一个指标显示，油价可能还没涨到高点——随着交易员们押注美国原油库存将大幅收紧，原油期货合约的主要价差已经升至七年以来最宽。\n彭博表示，周一WTI 9月合约较10月合约的溢价触及1.12美元/桶。过去十三年里，排序第三位和第四位合约价差超过1美元的情况只出现过两次，分别是2008年、以及2013年中至2014年中。\n尤为值得关注的是，过去出现这一关键价差超过1美元情形的两个时间段，国际油价都超过了100美元/桶。\n对此彭博解释称，这一价差预示着一些人预计石油供应正在大幅收紧，主要是随着经济重开，美国的公路和航空旅行增加。从供应的角度，页岩油生产商严守财务纪录也在限制产量增长。\n与此同时，越来越多的人也在预测油价即将破百。\n上周，维多 (Vitol Group)、嘉能可 (Glencore Plc)和托克 (Trafigura Group)等大型石油贸易公司的高管们表示，油价升至每桶100美元的可能性切实存在，原因是在需求还未见顶、绿色替代能源还无法填补缺口的时候，对新供应的投资已经出现放缓。\n美国银行则给出了迄今为止主要华尔街预测机构中最乐观的预测。\n美国银行大宗商品研究主管Francisco Blanch也认为，随着全球旅行需求反弹，油价明年可能飙升至每桶100美元。Blanch表示，目前原油库存低于五年平均水平，被压抑的旅行需求和供应面投资受限可能会在2022年将原油价格短暂推高至100美元/桶。","news_type":1,"symbols_score_info":{"CLmain":0.9,"UCO":0.9,"DWT":0.9,"DWTIF":0.9,"BZmain":0.9,"SCO":0.9,"DUG":0.9,"DDG":0.9,"UWTIF":0.9,"QMmain":0.9,"USO":0.9}},"isVote":1,"tweetType":1,"viewCount":1053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168150787,"gmtCreate":1623967707549,"gmtModify":1703824732189,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666 ?&nbsp;","listText":"666 ?&nbsp;","text":"666 ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/168150787","repostId":"1111690771","repostType":4,"repost":{"id":"1111690771","kind":"news","pubTimestamp":1623935139,"share":"https://ttm.financial/m/news/1111690771?lang=en_US&edition=fundamental","pubTime":"2021-06-17 21:05","market":"us","language":"zh","title":"Hawkish Signal! The Federal Reserve is gradually changing its face, what about the property market and stock market?","url":"https://stock-news.laohu8.com/highlight/detail?id=1111690771","media":"杠杆游戏","summary":"全球瞩目，美国是否加息，何时加息？\n当地时间6月16日，美联储发布经济预测和政策声明。美联储分别上调了对2021年的美国经济及通胀预期，而一同公布的点阵图则显示，有超过半数的FOMC委员给出了提前加息","content":"<p>Global attention, whether the United States is rate hike, and when will it be rate hike?</p><p>On June 16, local time, the Federal Reserve issued an economic forecast and policy statement. The Federal Reserve raised its forecasts for the U.S. economy and inflation in 2021 respectively, and the dot plot released together showed that more than half of the FOMC members gave expectations for advance rate hike. The median forecast suggested that the Fed would rate hike 2 times before 2023.</p><p>Interest rates may rise from 0.1% to 0.6%.</p><p><img src=\"https://static.tigerbbs.com/d41cae1274b855b1881c45df621f92f1\" tg-width=\"650\" tg-height=\"248\" referrerpolicy=\"no-referrer\"></p><p>Overall, the Fed's concerns about prices have increased, and hawkish signals are beginning to emerge. What impact will this have on China's stock market and property market? Let's talk about the leverage game according to the details of this interest rate meeting.</p><p><b>1. The hawkish turn signal deserves attention!</b></p><p>Thirteen of the 18 committee members support at least one rate hike before the end of 2023. The Federal Reserve is more confident in the U.S. economy. They believe that U.S. GDP will grow by 7.0% in 2021, compared with the forecast of 6.5% at the March meeting.</p><p>The Federal Reserve also raised its real GDP forecast for 2023 to 2.4% from the previous forecast of 2.2%. With the better recovery of the economy, price and monetary policy issues naturally come.</p><p><img src=\"https://static.tigerbbs.com/66259bd1ce43d9289e0638c6cb914df7\" tg-width=\"650\" tg-height=\"257\" referrerpolicy=\"no-referrer\"></p><p>Huatai Futures made a statistic, and the leverage game felt very meaningful, and thanked you.</p><p>The dot plot of the rate hike path of Fed officials shows that by the end of 2023, the Fed may rate hike twice.</p><p>The June dot plot of the FOMC (the Federal Reserve's Open Market Committee) showed that 13 of the 18 members supported at least one rate hike before the end of 2023, compared with 7 in March.</p><p><img src=\"https://static.tigerbbs.com/13dc861d49dae295f65371658fe551af\" tg-width=\"528\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p><p>Chart source |<a href=\"https://laohu8.com/S/000686\">Northeast Securities</a>(Thanks hereby)</p><p>Eleven members are expected to hold at least two rate hike by the end of 2023, and seven members are expected to start rate hike in 2022. In March, it was 4.</p><p>The median dot plot forecast in March implies that there will be no rate hike until the end of 2023.</p><p><b>2. Federal Reserve Chairman Powell generally believes that it is too early to discuss rate hike. The key is why?</b></p><p>Of course, the Federal Reserve is preparing to adjust the excess reserve rate (IOER) from 0.1% to 0.15%. That is to say, in the face of excess liquidity, the Federal Reserve is actually making appropriate moves.</p><p>However, it is very clear that it will continue to increase its holdings of at least $80 billion in Treasury Bond and at least $40 billion in mortgage-backed securities every month until substantial progress is made on the goals of full employment and price stability.</p><p>Here, the leverage game needs to be said more. What is the goal of full employment and price stability?</p><p>For example, the number of new non-farm employment in the United States in April and May was 278,000 and 559,000 respectively, both lower than expected. Compared with the pre-black swan level, the number of employed people in May still decreased by about 7.6 million.</p><p><img src=\"https://static.tigerbbs.com/8c8c7ecd06543dcd0ded387b77673869\" tg-width=\"832\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p><p>Chart source | Northeast Securities (thanks hereby)</p><p>The Fed expects the unemployment rate to fall to 4.5% in 2021 (the same as its March forecast), and to 3.8% and 3.5% in 2022 and 2023, respectively-at this point, returning to very low levels, probably considered qualified;</p><p>At the same time, Powell believes that inflation may remain high in the coming months before it eases-the price indicator should be considered to be up to standard.</p><p>Therefore, my conclusion is that what Americans care about is the economy, simply put, employment indicators.</p><p><b>3. The normalization of U.S. monetary policy may accelerate, which deserves attention, but the stock market should be worry-free for the time being.</b></p><p>Judging from the above changes in the number of Fed members' attitudes towards rate hike, the leverage game can basically be considered that the pace of rate hike is much faster than before.</p><p>While there is no signal from rate hike yet, an early arrival is possible. At the same time, Powell is ready to discuss reducing bond purchases, and the hawks are undoubtedly revealed. Then the US dollar will be supported in the short term, and the RMB exchange rate will mainly fluctuate.</p><p>But because liquidity in China and the United States is generally loose. For example, our M2 was 227.54 trillion yuan at the end of May, a year-on-year increase of 8.3%, and the growth rate was 0.2 percentage points higher than that at the end of last month.</p><p>At the same time, no matter the central banks of China and the United States, the communication with the market is relatively full and transparent, and no one will suddenly change monetary policy.</p><p>Therefore, the stock market will not panic as a whole, and the trend downward trend will not occur.</p><p><b>4. Domestic demand is still a bit weak, and external demand supports high production boom. Real estate and investment should not be too cold at this time.</b></p><p>June 16 was a very interesting day. The United States announced some statements of their interest rate meeting, and we released a number of economic indicators.</p><p>We can see that industrial production has actually weakened slightly, and external demand is still an important support.</p><p>According to the statistics of Beijing Capital Securities, for example, the two-year average growth rate of industrial added value above designated size in May was 6.6%, a slight decrease of 0.2 percentage points from the previous value.</p><p><img src=\"https://static.tigerbbs.com/d083afd587e6aa1242d24c96c4ad505e\" tg-width=\"477\" tg-height=\"545\" referrerpolicy=\"no-referrer\"></p><p>Chart source | Beijing Capital Securities (thanks hereby)</p><p>The compound growth rate of export delivery value has dropped significantly, echoing the sharp drop in exports in May. However, without the high growth of exports, industrial data will decline even more.</p><p>Generally speaking, external demand has peaked and fallen, and production and exports will have a slight impact in the next step.</p><p>In terms of fixed investment, it increased by 15.4% year-on-year. However, the newly started housing area has experienced negative growth for two consecutive months, and the completed area has accelerated significantly this month, turning positive to 5.0% year-on-year. Real estate investment is still supported in the short term, and there is certain pressure for a long time.</p><p>At the same time, with the strengthening of debt management, there is a high probability of fixed investment falling.</p><p><img src=\"https://static.tigerbbs.com/140e47518613dba5d257d583f1f9f4ec\" tg-width=\"554\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p><p>Social retail sales increased by 12.4% in May, slightly lower than market expectations of 12.8%, and the previous value was 17.7%.</p><p>Generally speaking, the leverage game believes that domestic demand is so-so and exports have peaked. Then, real estate suppression is suppression and cannot be made too ugly.</p><p><b>5. It is worth noting whether there is a liquidity inflection point in the United States in the third quarter.</b></p><p>Regardless of global housing prices, commodities, or the U.S. stock market, this round of surge in asset prices is essentially dominated by liquidity.</p><p>Now the question is, is there an inflection point in U.S. liquidity in the third quarter? As mentioned in the leverage game above, the Federal Reserve has signals of shrinking, and the excess reserve interest rate has increased slightly.</p><p><img src=\"https://static.tigerbbs.com/c6a294dbe7d55d78d322cf321fc22590\" tg-width=\"556\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p><p>Chart source |<a href=\"https://laohu8.com/S/601878\">Zheshang Securities</a>(Thanks hereby)</p><p>In the third quarter, the leverage game believes that the first amplitude is small, and the second is a test. At the same time, the last round of cards played by China's central bank has proved that \"I am the mainstay\"-as long as the United States does not rate hike, the world trend of funds returning to the United States to pursue high returns should not come.</p><p>From this perspective alone, in 2021, my country's stock market will not be bearish; The property market only shows an extremely strict attitude towards speculation. As mentioned above, economic stability still needs it.</p><p>It should be noted that in the third quarter, such as July and August, the Federal Reserve began to formally discuss cutting QE, and began cutting QE at the end of 2021 or early 2022. These are basically within market expectations.</p><p>Nevertheless, this is at least a constraint on the monetary policy of any country.</p><p><b>6. Conclusion: The stock market will basically not be affected by the United States in 2021, and the property market will be dominated by me.</b>The former leverage game means, don't worry about liquidity.</p><p>What I mean by the latter is that the property market will crack down on speculation throughout 2021. However, the local trading ability of the property market is becoming more and more proficient, and it has always had its own way to ensure a certain price and sales volume.</p><p>Besides, the water hasn't decreased.</p>","source":"lsy1574902984297","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>Hawkish Signal! The Federal Reserve is gradually changing its face, what about the property market and stock market?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHawkish Signal! The Federal Reserve is gradually changing its face, what about the property market and stock market?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">杠杆游戏</strong><span class=\"h-time small\">2021-06-17 21:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Global attention, whether the United States is rate hike, and when will it be rate hike?</p><p>On June 16, local time, the Federal Reserve issued an economic forecast and policy statement. The Federal Reserve raised its forecasts for the U.S. economy and inflation in 2021 respectively, and the dot plot released together showed that more than half of the FOMC members gave expectations for advance rate hike. The median forecast suggested that the Fed would rate hike 2 times before 2023.</p><p>Interest rates may rise from 0.1% to 0.6%.</p><p><img src=\"https://static.tigerbbs.com/d41cae1274b855b1881c45df621f92f1\" tg-width=\"650\" tg-height=\"248\" referrerpolicy=\"no-referrer\"></p><p>Overall, the Fed's concerns about prices have increased, and hawkish signals are beginning to emerge. What impact will this have on China's stock market and property market? Let's talk about the leverage game according to the details of this interest rate meeting.</p><p><b>1. The hawkish turn signal deserves attention!</b></p><p>Thirteen of the 18 committee members support at least one rate hike before the end of 2023. The Federal Reserve is more confident in the U.S. economy. They believe that U.S. GDP will grow by 7.0% in 2021, compared with the forecast of 6.5% at the March meeting.</p><p>The Federal Reserve also raised its real GDP forecast for 2023 to 2.4% from the previous forecast of 2.2%. With the better recovery of the economy, price and monetary policy issues naturally come.</p><p><img src=\"https://static.tigerbbs.com/66259bd1ce43d9289e0638c6cb914df7\" tg-width=\"650\" tg-height=\"257\" referrerpolicy=\"no-referrer\"></p><p>Huatai Futures made a statistic, and the leverage game felt very meaningful, and thanked you.</p><p>The dot plot of the rate hike path of Fed officials shows that by the end of 2023, the Fed may rate hike twice.</p><p>The June dot plot of the FOMC (the Federal Reserve's Open Market Committee) showed that 13 of the 18 members supported at least one rate hike before the end of 2023, compared with 7 in March.</p><p><img src=\"https://static.tigerbbs.com/13dc861d49dae295f65371658fe551af\" tg-width=\"528\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p><p>Chart source |<a href=\"https://laohu8.com/S/000686\">Northeast Securities</a>(Thanks hereby)</p><p>Eleven members are expected to hold at least two rate hike by the end of 2023, and seven members are expected to start rate hike in 2022. In March, it was 4.</p><p>The median dot plot forecast in March implies that there will be no rate hike until the end of 2023.</p><p><b>2. Federal Reserve Chairman Powell generally believes that it is too early to discuss rate hike. The key is why?</b></p><p>Of course, the Federal Reserve is preparing to adjust the excess reserve rate (IOER) from 0.1% to 0.15%. That is to say, in the face of excess liquidity, the Federal Reserve is actually making appropriate moves.</p><p>However, it is very clear that it will continue to increase its holdings of at least $80 billion in Treasury Bond and at least $40 billion in mortgage-backed securities every month until substantial progress is made on the goals of full employment and price stability.</p><p>Here, the leverage game needs to be said more. What is the goal of full employment and price stability?</p><p>For example, the number of new non-farm employment in the United States in April and May was 278,000 and 559,000 respectively, both lower than expected. Compared with the pre-black swan level, the number of employed people in May still decreased by about 7.6 million.</p><p><img src=\"https://static.tigerbbs.com/8c8c7ecd06543dcd0ded387b77673869\" tg-width=\"832\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p><p>Chart source | Northeast Securities (thanks hereby)</p><p>The Fed expects the unemployment rate to fall to 4.5% in 2021 (the same as its March forecast), and to 3.8% and 3.5% in 2022 and 2023, respectively-at this point, returning to very low levels, probably considered qualified;</p><p>At the same time, Powell believes that inflation may remain high in the coming months before it eases-the price indicator should be considered to be up to standard.</p><p>Therefore, my conclusion is that what Americans care about is the economy, simply put, employment indicators.</p><p><b>3. The normalization of U.S. monetary policy may accelerate, which deserves attention, but the stock market should be worry-free for the time being.</b></p><p>Judging from the above changes in the number of Fed members' attitudes towards rate hike, the leverage game can basically be considered that the pace of rate hike is much faster than before.</p><p>While there is no signal from rate hike yet, an early arrival is possible. At the same time, Powell is ready to discuss reducing bond purchases, and the hawks are undoubtedly revealed. Then the US dollar will be supported in the short term, and the RMB exchange rate will mainly fluctuate.</p><p>But because liquidity in China and the United States is generally loose. For example, our M2 was 227.54 trillion yuan at the end of May, a year-on-year increase of 8.3%, and the growth rate was 0.2 percentage points higher than that at the end of last month.</p><p>At the same time, no matter the central banks of China and the United States, the communication with the market is relatively full and transparent, and no one will suddenly change monetary policy.</p><p>Therefore, the stock market will not panic as a whole, and the trend downward trend will not occur.</p><p><b>4. Domestic demand is still a bit weak, and external demand supports high production boom. Real estate and investment should not be too cold at this time.</b></p><p>June 16 was a very interesting day. The United States announced some statements of their interest rate meeting, and we released a number of economic indicators.</p><p>We can see that industrial production has actually weakened slightly, and external demand is still an important support.</p><p>According to the statistics of Beijing Capital Securities, for example, the two-year average growth rate of industrial added value above designated size in May was 6.6%, a slight decrease of 0.2 percentage points from the previous value.</p><p><img src=\"https://static.tigerbbs.com/d083afd587e6aa1242d24c96c4ad505e\" tg-width=\"477\" tg-height=\"545\" referrerpolicy=\"no-referrer\"></p><p>Chart source | Beijing Capital Securities (thanks hereby)</p><p>The compound growth rate of export delivery value has dropped significantly, echoing the sharp drop in exports in May. However, without the high growth of exports, industrial data will decline even more.</p><p>Generally speaking, external demand has peaked and fallen, and production and exports will have a slight impact in the next step.</p><p>In terms of fixed investment, it increased by 15.4% year-on-year. However, the newly started housing area has experienced negative growth for two consecutive months, and the completed area has accelerated significantly this month, turning positive to 5.0% year-on-year. Real estate investment is still supported in the short term, and there is certain pressure for a long time.</p><p>At the same time, with the strengthening of debt management, there is a high probability of fixed investment falling.</p><p><img src=\"https://static.tigerbbs.com/140e47518613dba5d257d583f1f9f4ec\" tg-width=\"554\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p><p>Social retail sales increased by 12.4% in May, slightly lower than market expectations of 12.8%, and the previous value was 17.7%.</p><p>Generally speaking, the leverage game believes that domestic demand is so-so and exports have peaked. Then, real estate suppression is suppression and cannot be made too ugly.</p><p><b>5. It is worth noting whether there is a liquidity inflection point in the United States in the third quarter.</b></p><p>Regardless of global housing prices, commodities, or the U.S. stock market, this round of surge in asset prices is essentially dominated by liquidity.</p><p>Now the question is, is there an inflection point in U.S. liquidity in the third quarter? As mentioned in the leverage game above, the Federal Reserve has signals of shrinking, and the excess reserve interest rate has increased slightly.</p><p><img src=\"https://static.tigerbbs.com/c6a294dbe7d55d78d322cf321fc22590\" tg-width=\"556\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p><p>Chart source |<a href=\"https://laohu8.com/S/601878\">Zheshang Securities</a>(Thanks hereby)</p><p>In the third quarter, the leverage game believes that the first amplitude is small, and the second is a test. At the same time, the last round of cards played by China's central bank has proved that \"I am the mainstay\"-as long as the United States does not rate hike, the world trend of funds returning to the United States to pursue high returns should not come.</p><p>From this perspective alone, in 2021, my country's stock market will not be bearish; The property market only shows an extremely strict attitude towards speculation. As mentioned above, economic stability still needs it.</p><p>It should be noted that in the third quarter, such as July and August, the Federal Reserve began to formally discuss cutting QE, and began cutting QE at the end of 2021 or early 2022. These are basically within market expectations.</p><p>Nevertheless, this is at least a constraint on the monetary policy of any country.</p><p><b>6. Conclusion: The stock market will basically not be affected by the United States in 2021, and the property market will be dominated by me.</b>The former leverage game means, don't worry about liquidity.</p><p>What I mean by the latter is that the property market will crack down on speculation throughout 2021. However, the local trading ability of the property market is becoming more and more proficient, and it has always had its own way to ensure a certain price and sales volume.</p><p>Besides, the water hasn't decreased.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/yTYYzzbQ08ymsKDOuBB5dw\">杠杆游戏</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":{"513500":"标普500ETF博时","SDS":"两倍做空标普500 ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares",".IXIC":"NASDAQ Composite","OEX":"标普100","DOG":"道指ETF-ProShares做空","SPY":"标普500ETF","SDOW":"三倍做空道指30ETF-ProShares","DJX":"1/100道琼斯",".DJI":"道琼斯","UDOW":"三倍做多道指30ETF-ProShares","QQQ":"纳指100ETF","TQQQ":"纳指三倍做多ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","IVV":"标普500ETF-iShares","OEF":"标普100指数ETF-iShares"},"source_url":"https://mp.weixin.qq.com/s/yTYYzzbQ08ymsKDOuBB5dw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111690771","content_text":"全球瞩目，美国是否加息，何时加息？\n当地时间6月16日，美联储发布经济预测和政策声明。美联储分别上调了对2021年的美国经济及通胀预期，而一同公布的点阵图则显示，有超过半数的FOMC委员给出了提前加息的预期，中位数预测暗示，美联储将在2023年前加息2次。\n利率或从0.1%升至0.6%。\n\n总体来说，美联储对物价的担忧提高，鹰派信号初现。这对我国股市、楼市会有什么影响，杠杆游戏根据此次议息会议的细节，展开谈一谈。\n1、鹰派转向信号值得重视！\n18位委员中有13人支持在2023年底前，至少加息1次。美联储对美国经济比较有信心，他们认为2021年美国GDP将增长7.0%，而3月份会议的预测为6.5%。\n美联储还将2023年的实际GDP预测，从之前预期的2.2%上调至2.4%。伴随经济的较好复苏，物价和货币政策问题自然来了。\n\n华泰期货做了一个统计，杠杆游戏觉得非常有意义，并致谢。\n美联储官员的加息路径点阵图显示，到2023年底，美联储或许将加息2次。\nFOMC（美联储的公开市场委员会）6月点阵图显示，18 位委员中有13人支持在2023 年底前至少加息1次，而3月为7位。\n\n图表来源|东北证券（特此感谢）\n11位委员预计到2023年底至少加息2次，7名委员预计在2022年开始加息。3月为4位。\n而3月份的点阵图中位数预测值暗示，到2023年底前不会加息。\n2、美联储主席鲍威尔总体认为，现在讨论加息还为时过早，关键是为什么？\n当然，美联储准备将超额准备金利率（IOER）从0.1%，调整至0.15%，也就是说，面对流动性过剩，美联储其实也在适当出手。\n不过说得很清楚，将继续每月增持至少800亿美元的国债，以及至少400亿美元的住房抵押贷款支持证券，直到充分就业和物价稳定目标取得实质性进展。\n这里杠杆游戏要多一句嘴，什么算充分就业和物价稳定目标？\n比如美国4月、5月新增非农就业人口分别为27.8万和55.9万，均低于预期。与黑天鹅前水平相比，5月就业人数依然减少了约760万。\n\n图表来源|东北证券（特此感谢）\n美联储预计2021年失业率将降至4.5%（与3月的预测持平），2022年和2023年失业率将分别降至3.8%和3.5%——到此，回到非常低的水平，大概算是合格；\n同时鲍威尔认为通货膨胀可能在未来几个月继续居高不下，然后才会有所缓和——物价指标应该算达标。\n所以，我的结论就是，美国人在乎的是经济，简单说就是就业指标。\n3、美国货币政策正常化可能加快，值得重视，但股市应该暂时无忧。\n从上文美联储委员对加息的态度人数变化看，杠杆游戏基本可以认为，加息节奏较此前大大加快。\n虽然目前还没有加息的信号，但提前到来是可能的。同时，鲍威尔已经准备讨论缩减购债，鹰派显露无疑，那么美元短期内有支撑，人民币汇率震荡为主。\n但因为中美流动性总体宽松。如我们的M2，5月末227.54万亿元，同比增长8.3%，增速比上月末高0.2个百分点。\n同时无论中美央行，与市场的沟通都较为充分、透明，谁都不会货币政策突然转向。\n所以股市总体不会恐慌，趋势性下跌不会出现。\n4、内需还是有点弱，外需支撑生产高景气，房地产和投资这个时候不能太凉。\n6月16日是很有意思的一天，美国通报他们的议息会议部分声明，我们发布了多项经济指标。\n我们可以看，工业生产其实略走弱，外需仍是重要支撑。\n首创证券统计发现，比如5月规上工业增加值两年平均增速为6.6%，较前值略降0.2个百分点。\n\n图表来源|首创证券（特此感谢）\n出口交货值复合增速有较大回落，与5月出口大幅回落相呼应，但如果没有出口的高增长，工业数据会下滑更多。\n总体来说，外需见顶回落，生产和出口下一步略有影响是一定的。\n而固投方面，同比增长15.4%。但房屋新开工面积连续两个月负增长，竣工面积本月大幅提速，同比转正为5.0%，短期内房地产投资仍有支撑，长期存在一定的压力。\n同时债务管理的加强，固定投资的回落大概率。\n\n5月社零销售增长12.4%，小幅低于市场预期的12.8%，前值为17.7%。\n总的来说，杠杆游戏认为，内需马马虎虎，出口见顶，那么，房地产打压归打压，不能搞得太难看。\n5、三季度美国是否有流动性拐点，值得注意。\n无论全球房价，还是大宗商品，以及美国股市，资产价格大涨本质这一轮都是流动性主导的。\n现在问题来了，三季度美国流动性是否有拐点？上文杠杆游戏写了，美联储有缩量的信号，超额准备金利率略有提高。\n\n图表来源|浙商证券（特此感谢）\n3季度杠杆游戏认为，第一幅度小，第二是个试探，同时我国央行上一轮的出牌已经证明，“以我为主”——只要美国不加息，资金回美追求高收益的世界趋势，应该不会到来。\n单这个角度说，2021年，我国股市不至于看空；楼市，只是对投机表现出异常严厉的态度，如上所述，经济的稳定还需要它。\n需要注意的是，3季度，比如7、8月，美联储始正式讨论削减QE，2021年底或2022年初开始削减QE，这些基本已在市场预期内。\n尽管如此，这对任何国家的货币政策，起码都是掣肘。\n6、结论：2021年股市基本不会受美国影响，楼市以我为主。前者杠杆游戏的意思是，不要担心流动性。\n后者我的意思是，楼市打击投机，将贯穿2021年始终。但地方对楼市的操盘能力，也是越来越纯熟，保障一定的价格和销量，从来都有自己办法。\n何况，水又没减少。","news_type":1,"symbols_score_info":{"513500":0.9,"UDOW":0.9,"QID":0.9,"NQmain":0.9,".IXIC":0.9,"QQQ":0.9,"TQQQ":0.9,"PSQ":0.9,"ESmain":0.9,"OEX":0.9,"SDS":0.9,"MNQmain":0.9,"SPY":0.9,"QLD":0.9,"SDOW":0.9,"OEF":0.9,"DOG":0.9,"DJX":0.9,".DJI":0.9,"IVV":0.9}},"isVote":1,"tweetType":1,"viewCount":1146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9096023919,"gmtCreate":1644271912415,"gmtModify":1676533905636,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096023919","repostId":"1158578585","repostType":4,"repost":{"id":"1158578585","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1644245453,"share":"https://ttm.financial/m/news/1158578585?lang=en_US&edition=fundamental","pubTime":"2022-02-07 22:50","market":"us","language":"en","title":"Cruise Line Stocks Gained in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1158578585","media":"Tiger Newspress","summary":"Cruise Line stocks gained in morning trading. Royal Caribbean, Carnival, and Norwegian Cruise climbe","content":"<html><head></head><body><p>Cruise Line stocks gained in morning trading. Royal Caribbean, Carnival, and Norwegian Cruise climbed between 3% to 5%.<img src=\"https://static.tigerbbs.com/44881c276fd2c2bc31a45f76da7b1f22\" tg-width=\"382\" tg-height=\"163\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cruise Line Stocks Gained in Morning Trading</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCruise Line Stocks Gained in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-07 22:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Cruise Line stocks gained in morning trading. Royal Caribbean, Carnival, and Norwegian Cruise climbed between 3% to 5%.<img src=\"https://static.tigerbbs.com/44881c276fd2c2bc31a45f76da7b1f22\" tg-width=\"382\" tg-height=\"163\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NCLH":"挪威邮轮","CCL":"嘉年华邮轮","RCL":"皇家加勒比邮轮"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158578585","content_text":"Cruise Line stocks gained in morning trading. Royal Caribbean, Carnival, and Norwegian Cruise climbed between 3% to 5%.","news_type":1,"symbols_score_info":{"NCLH":0.9,"CCL":0.9,"RCL":0.9}},"isVote":1,"tweetType":1,"viewCount":2863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116722936,"gmtCreate":1622820289825,"gmtModify":1704191938855,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/116722936","repostId":"2140401208","repostType":4,"isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096023679,"gmtCreate":1644271949565,"gmtModify":1676533905639,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096023679","repostId":"1186876974","repostType":4,"repost":{"id":"1186876974","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1644245081,"share":"https://ttm.financial/m/news/1186876974?lang=en_US&edition=fundamental","pubTime":"2022-02-07 22:44","market":"us","language":"en","title":"EV Stocks Rose in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1186876974","media":"Tiger Newspress","summary":"EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 ","content":"<html><head></head><body><p>EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 to 4%.<img src=\"https://static.tigerbbs.com/7a9d27c437985a03bc85e29abf014cd3\" tg-width=\"382\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Rose in Morning Trading</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Rose in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-07 22:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 to 4%.<img src=\"https://static.tigerbbs.com/7a9d27c437985a03bc85e29abf014cd3\" tg-width=\"382\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","NIO":"蔚来","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186876974","content_text":"EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 to 4%.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9,"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":3264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353744430,"gmtCreate":1616542208820,"gmtModify":1704795368007,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"Like!&nbsp;","listText":"Like!&nbsp;","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/353744430","repostId":"1183411541","repostType":4,"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095315255,"gmtCreate":1644822888964,"gmtModify":1676533965251,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095315255","repostId":"1179055183","repostType":4,"repost":{"id":"1179055183","kind":"news","pubTimestamp":1644821452,"share":"https://ttm.financial/m/news/1179055183?lang=en_US&edition=fundamental","pubTime":"2022-02-14 14:50","market":"us","language":"en","title":"Apollo Deepens Abu Dhabi Investment With $1.4 Billion Aldar Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1179055183","media":"Bloomberg","summary":"(Bloomberg) -- Apollo Global Management Inc. signed a deal to invest $1.4 billion in Aldar Propertie","content":"<html><head></head><body><p>(Bloomberg) -- <a href=\"https://laohu8.com/S/APO\">Apollo Global Management Inc.</a> signed a deal to invest $1.4 billion in Aldar Properties PJSC as the private equity giant deepens its investments in Abu Dhabi’s real estate market.</p><p>As part of the transaction, Apollo will take a direct minority stake in Aldar Investment Properties, one of the largest foreign direct investments in Abu Dhabi’s private sector, according to a statement. The deal is expected to close in the first quarter.</p><p>The investment follows a consortium led by Apollo agreeing to inject billions of dollars into the real estate assets of Abu Dhabi’s oil company. The private equity firm also has a strategic partnership with Mubadala Investment Co., one of Abu Dhabi’s sovereign wealth funds.</p><p>Aldar, which primarily operates in Abu Dhabi, has been chasing growth in a cramped market. At home, the developer is growing its management business, and beyond the United Arab Emirates it has gained a foothold in Egypt through the acquisition of a majority stake in Sodic.</p><p>Apollo deal is structured as:</p><ul><li><p>$500 million: investment into a land joint venture</p></li><li><p>$500 million: perpetual subordinated notes issued by Aldar Investment Properties</p></li><li><p>$300 million: mandatory convertible preferred equity investment in Aldar Investment Properties</p></li><li><p>$100 million: common equity investment in Aldar Investment Properties</p></li></ul><p>Aldar said last week it plans to spend 5 billion dirhams ($1.36 billion) on acquisitions this year to grow its portfolio of revenue-generating properties. The company reported a 21% increase in full-year profit, supported by “strong performance” across group businesses.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apollo Deepens Abu Dhabi Investment With $1.4 Billion Aldar Deal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApollo Deepens Abu Dhabi Investment With $1.4 Billion Aldar Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-14 14:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apollo-deepens-abu-dhabi-investment-061505100.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Apollo Global Management Inc. signed a deal to invest $1.4 billion in Aldar Properties PJSC as the private equity giant deepens its investments in Abu Dhabi’s real estate market.As part...</p>\n\n<a href=\"https://finance.yahoo.com/news/apollo-deepens-abu-dhabi-investment-061505100.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"APO":"阿波罗全球管理"},"source_url":"https://finance.yahoo.com/news/apollo-deepens-abu-dhabi-investment-061505100.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179055183","content_text":"(Bloomberg) -- Apollo Global Management Inc. signed a deal to invest $1.4 billion in Aldar Properties PJSC as the private equity giant deepens its investments in Abu Dhabi’s real estate market.As part of the transaction, Apollo will take a direct minority stake in Aldar Investment Properties, one of the largest foreign direct investments in Abu Dhabi’s private sector, according to a statement. The deal is expected to close in the first quarter.The investment follows a consortium led by Apollo agreeing to inject billions of dollars into the real estate assets of Abu Dhabi’s oil company. The private equity firm also has a strategic partnership with Mubadala Investment Co., one of Abu Dhabi’s sovereign wealth funds.Aldar, which primarily operates in Abu Dhabi, has been chasing growth in a cramped market. At home, the developer is growing its management business, and beyond the United Arab Emirates it has gained a foothold in Egypt through the acquisition of a majority stake in Sodic.Apollo deal is structured as:$500 million: investment into a land joint venture$500 million: perpetual subordinated notes issued by Aldar Investment Properties$300 million: mandatory convertible preferred equity investment in Aldar Investment Properties$100 million: common equity investment in Aldar Investment PropertiesAldar said last week it plans to spend 5 billion dirhams ($1.36 billion) on acquisitions this year to grow its portfolio of revenue-generating properties. The company reported a 21% increase in full-year profit, supported by “strong performance” across group businesses.","news_type":1,"symbols_score_info":{"APO":0.9}},"isVote":1,"tweetType":1,"viewCount":3614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150245969,"gmtCreate":1624918330551,"gmtModify":1703847693595,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/150245969","repostId":"1189694806","repostType":4,"repost":{"id":"1189694806","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":1624894784,"share":"https://ttm.financial/m/news/1189694806?lang=en_US&edition=fundamental","pubTime":"2021-06-28 23:39","market":"us","language":"zh","title":"[Change] New car-making forces have completely exploded, and Nio vehicles rose 9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189694806","media":"老虎资讯综合","summary":"6月28日，中概新能源车股持续走高，蔚来涨9%，理想汽车涨超7%，小鹏汽车涨超6%。","content":"<p>On June 28, Zhonggai new energy vehicle stocks continued to rise.<a href=\"https://laohu8.com/S/NIO\">Nio</a>Up 9%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Rose more than 7%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up more than 6%.</p><p><img src=\"https://static.tigerbbs.com/51155eb57192c0b7db9dad0dfa6326f3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>[Change] New car-making forces have completely exploded, and Nio vehicles rose 9%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n[Change] New car-making forces have completely exploded, and Nio vehicles rose 9%\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\">2021-06-28 23:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 28, Zhonggai new energy vehicle stocks continued to rise.<a href=\"https://laohu8.com/S/NIO\">Nio</a>Up 9%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Rose more than 7%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up more than 6%.</p><p><img src=\"https://static.tigerbbs.com/51155eb57192c0b7db9dad0dfa6326f3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"LI":"理想汽车","NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189694806","content_text":"6月28日，中概新能源车股持续走高，蔚来涨9%，理想汽车涨超7%，小鹏汽车涨超6%。","news_type":1,"symbols_score_info":{"NIO":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168150787,"gmtCreate":1623967707549,"gmtModify":1703824732189,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666 ?&nbsp;","listText":"666 ?&nbsp;","text":"666 ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/168150787","repostId":"1111690771","repostType":4,"repost":{"id":"1111690771","kind":"news","pubTimestamp":1623935139,"share":"https://ttm.financial/m/news/1111690771?lang=en_US&edition=fundamental","pubTime":"2021-06-17 21:05","market":"us","language":"zh","title":"Hawkish Signal! The Federal Reserve is gradually changing its face, what about the property market and stock market?","url":"https://stock-news.laohu8.com/highlight/detail?id=1111690771","media":"杠杆游戏","summary":"全球瞩目，美国是否加息，何时加息？\n当地时间6月16日，美联储发布经济预测和政策声明。美联储分别上调了对2021年的美国经济及通胀预期，而一同公布的点阵图则显示，有超过半数的FOMC委员给出了提前加息","content":"<p>Global attention, whether the United States is rate hike, and when will it be rate hike?</p><p>On June 16, local time, the Federal Reserve issued an economic forecast and policy statement. The Federal Reserve raised its forecasts for the U.S. economy and inflation in 2021 respectively, and the dot plot released together showed that more than half of the FOMC members gave expectations for advance rate hike. The median forecast suggested that the Fed would rate hike 2 times before 2023.</p><p>Interest rates may rise from 0.1% to 0.6%.</p><p><img src=\"https://static.tigerbbs.com/d41cae1274b855b1881c45df621f92f1\" tg-width=\"650\" tg-height=\"248\" referrerpolicy=\"no-referrer\"></p><p>Overall, the Fed's concerns about prices have increased, and hawkish signals are beginning to emerge. What impact will this have on China's stock market and property market? Let's talk about the leverage game according to the details of this interest rate meeting.</p><p><b>1. The hawkish turn signal deserves attention!</b></p><p>Thirteen of the 18 committee members support at least one rate hike before the end of 2023. The Federal Reserve is more confident in the U.S. economy. They believe that U.S. GDP will grow by 7.0% in 2021, compared with the forecast of 6.5% at the March meeting.</p><p>The Federal Reserve also raised its real GDP forecast for 2023 to 2.4% from the previous forecast of 2.2%. With the better recovery of the economy, price and monetary policy issues naturally come.</p><p><img src=\"https://static.tigerbbs.com/66259bd1ce43d9289e0638c6cb914df7\" tg-width=\"650\" tg-height=\"257\" referrerpolicy=\"no-referrer\"></p><p>Huatai Futures made a statistic, and the leverage game felt very meaningful, and thanked you.</p><p>The dot plot of the rate hike path of Fed officials shows that by the end of 2023, the Fed may rate hike twice.</p><p>The June dot plot of the FOMC (the Federal Reserve's Open Market Committee) showed that 13 of the 18 members supported at least one rate hike before the end of 2023, compared with 7 in March.</p><p><img src=\"https://static.tigerbbs.com/13dc861d49dae295f65371658fe551af\" tg-width=\"528\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p><p>Chart source |<a href=\"https://laohu8.com/S/000686\">Northeast Securities</a>(Thanks hereby)</p><p>Eleven members are expected to hold at least two rate hike by the end of 2023, and seven members are expected to start rate hike in 2022. In March, it was 4.</p><p>The median dot plot forecast in March implies that there will be no rate hike until the end of 2023.</p><p><b>2. Federal Reserve Chairman Powell generally believes that it is too early to discuss rate hike. The key is why?</b></p><p>Of course, the Federal Reserve is preparing to adjust the excess reserve rate (IOER) from 0.1% to 0.15%. That is to say, in the face of excess liquidity, the Federal Reserve is actually making appropriate moves.</p><p>However, it is very clear that it will continue to increase its holdings of at least $80 billion in Treasury Bond and at least $40 billion in mortgage-backed securities every month until substantial progress is made on the goals of full employment and price stability.</p><p>Here, the leverage game needs to be said more. What is the goal of full employment and price stability?</p><p>For example, the number of new non-farm employment in the United States in April and May was 278,000 and 559,000 respectively, both lower than expected. Compared with the pre-black swan level, the number of employed people in May still decreased by about 7.6 million.</p><p><img src=\"https://static.tigerbbs.com/8c8c7ecd06543dcd0ded387b77673869\" tg-width=\"832\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p><p>Chart source | Northeast Securities (thanks hereby)</p><p>The Fed expects the unemployment rate to fall to 4.5% in 2021 (the same as its March forecast), and to 3.8% and 3.5% in 2022 and 2023, respectively-at this point, returning to very low levels, probably considered qualified;</p><p>At the same time, Powell believes that inflation may remain high in the coming months before it eases-the price indicator should be considered to be up to standard.</p><p>Therefore, my conclusion is that what Americans care about is the economy, simply put, employment indicators.</p><p><b>3. The normalization of U.S. monetary policy may accelerate, which deserves attention, but the stock market should be worry-free for the time being.</b></p><p>Judging from the above changes in the number of Fed members' attitudes towards rate hike, the leverage game can basically be considered that the pace of rate hike is much faster than before.</p><p>While there is no signal from rate hike yet, an early arrival is possible. At the same time, Powell is ready to discuss reducing bond purchases, and the hawks are undoubtedly revealed. Then the US dollar will be supported in the short term, and the RMB exchange rate will mainly fluctuate.</p><p>But because liquidity in China and the United States is generally loose. For example, our M2 was 227.54 trillion yuan at the end of May, a year-on-year increase of 8.3%, and the growth rate was 0.2 percentage points higher than that at the end of last month.</p><p>At the same time, no matter the central banks of China and the United States, the communication with the market is relatively full and transparent, and no one will suddenly change monetary policy.</p><p>Therefore, the stock market will not panic as a whole, and the trend downward trend will not occur.</p><p><b>4. Domestic demand is still a bit weak, and external demand supports high production boom. Real estate and investment should not be too cold at this time.</b></p><p>June 16 was a very interesting day. The United States announced some statements of their interest rate meeting, and we released a number of economic indicators.</p><p>We can see that industrial production has actually weakened slightly, and external demand is still an important support.</p><p>According to the statistics of Beijing Capital Securities, for example, the two-year average growth rate of industrial added value above designated size in May was 6.6%, a slight decrease of 0.2 percentage points from the previous value.</p><p><img src=\"https://static.tigerbbs.com/d083afd587e6aa1242d24c96c4ad505e\" tg-width=\"477\" tg-height=\"545\" referrerpolicy=\"no-referrer\"></p><p>Chart source | Beijing Capital Securities (thanks hereby)</p><p>The compound growth rate of export delivery value has dropped significantly, echoing the sharp drop in exports in May. However, without the high growth of exports, industrial data will decline even more.</p><p>Generally speaking, external demand has peaked and fallen, and production and exports will have a slight impact in the next step.</p><p>In terms of fixed investment, it increased by 15.4% year-on-year. However, the newly started housing area has experienced negative growth for two consecutive months, and the completed area has accelerated significantly this month, turning positive to 5.0% year-on-year. Real estate investment is still supported in the short term, and there is certain pressure for a long time.</p><p>At the same time, with the strengthening of debt management, there is a high probability of fixed investment falling.</p><p><img src=\"https://static.tigerbbs.com/140e47518613dba5d257d583f1f9f4ec\" tg-width=\"554\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p><p>Social retail sales increased by 12.4% in May, slightly lower than market expectations of 12.8%, and the previous value was 17.7%.</p><p>Generally speaking, the leverage game believes that domestic demand is so-so and exports have peaked. Then, real estate suppression is suppression and cannot be made too ugly.</p><p><b>5. It is worth noting whether there is a liquidity inflection point in the United States in the third quarter.</b></p><p>Regardless of global housing prices, commodities, or the U.S. stock market, this round of surge in asset prices is essentially dominated by liquidity.</p><p>Now the question is, is there an inflection point in U.S. liquidity in the third quarter? As mentioned in the leverage game above, the Federal Reserve has signals of shrinking, and the excess reserve interest rate has increased slightly.</p><p><img src=\"https://static.tigerbbs.com/c6a294dbe7d55d78d322cf321fc22590\" tg-width=\"556\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p><p>Chart source |<a href=\"https://laohu8.com/S/601878\">Zheshang Securities</a>(Thanks hereby)</p><p>In the third quarter, the leverage game believes that the first amplitude is small, and the second is a test. At the same time, the last round of cards played by China's central bank has proved that \"I am the mainstay\"-as long as the United States does not rate hike, the world trend of funds returning to the United States to pursue high returns should not come.</p><p>From this perspective alone, in 2021, my country's stock market will not be bearish; The property market only shows an extremely strict attitude towards speculation. As mentioned above, economic stability still needs it.</p><p>It should be noted that in the third quarter, such as July and August, the Federal Reserve began to formally discuss cutting QE, and began cutting QE at the end of 2021 or early 2022. These are basically within market expectations.</p><p>Nevertheless, this is at least a constraint on the monetary policy of any country.</p><p><b>6. Conclusion: The stock market will basically not be affected by the United States in 2021, and the property market will be dominated by me.</b>The former leverage game means, don't worry about liquidity.</p><p>What I mean by the latter is that the property market will crack down on speculation throughout 2021. However, the local trading ability of the property market is becoming more and more proficient, and it has always had its own way to ensure a certain price and sales volume.</p><p>Besides, the water hasn't decreased.</p>","source":"lsy1574902984297","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>Hawkish Signal! The Federal Reserve is gradually changing its face, what about the property market and stock market?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHawkish Signal! The Federal Reserve is gradually changing its face, what about the property market and stock market?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">杠杆游戏</strong><span class=\"h-time small\">2021-06-17 21:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Global attention, whether the United States is rate hike, and when will it be rate hike?</p><p>On June 16, local time, the Federal Reserve issued an economic forecast and policy statement. The Federal Reserve raised its forecasts for the U.S. economy and inflation in 2021 respectively, and the dot plot released together showed that more than half of the FOMC members gave expectations for advance rate hike. The median forecast suggested that the Fed would rate hike 2 times before 2023.</p><p>Interest rates may rise from 0.1% to 0.6%.</p><p><img src=\"https://static.tigerbbs.com/d41cae1274b855b1881c45df621f92f1\" tg-width=\"650\" tg-height=\"248\" referrerpolicy=\"no-referrer\"></p><p>Overall, the Fed's concerns about prices have increased, and hawkish signals are beginning to emerge. What impact will this have on China's stock market and property market? Let's talk about the leverage game according to the details of this interest rate meeting.</p><p><b>1. The hawkish turn signal deserves attention!</b></p><p>Thirteen of the 18 committee members support at least one rate hike before the end of 2023. The Federal Reserve is more confident in the U.S. economy. They believe that U.S. GDP will grow by 7.0% in 2021, compared with the forecast of 6.5% at the March meeting.</p><p>The Federal Reserve also raised its real GDP forecast for 2023 to 2.4% from the previous forecast of 2.2%. With the better recovery of the economy, price and monetary policy issues naturally come.</p><p><img src=\"https://static.tigerbbs.com/66259bd1ce43d9289e0638c6cb914df7\" tg-width=\"650\" tg-height=\"257\" referrerpolicy=\"no-referrer\"></p><p>Huatai Futures made a statistic, and the leverage game felt very meaningful, and thanked you.</p><p>The dot plot of the rate hike path of Fed officials shows that by the end of 2023, the Fed may rate hike twice.</p><p>The June dot plot of the FOMC (the Federal Reserve's Open Market Committee) showed that 13 of the 18 members supported at least one rate hike before the end of 2023, compared with 7 in March.</p><p><img src=\"https://static.tigerbbs.com/13dc861d49dae295f65371658fe551af\" tg-width=\"528\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p><p>Chart source |<a href=\"https://laohu8.com/S/000686\">Northeast Securities</a>(Thanks hereby)</p><p>Eleven members are expected to hold at least two rate hike by the end of 2023, and seven members are expected to start rate hike in 2022. In March, it was 4.</p><p>The median dot plot forecast in March implies that there will be no rate hike until the end of 2023.</p><p><b>2. Federal Reserve Chairman Powell generally believes that it is too early to discuss rate hike. The key is why?</b></p><p>Of course, the Federal Reserve is preparing to adjust the excess reserve rate (IOER) from 0.1% to 0.15%. That is to say, in the face of excess liquidity, the Federal Reserve is actually making appropriate moves.</p><p>However, it is very clear that it will continue to increase its holdings of at least $80 billion in Treasury Bond and at least $40 billion in mortgage-backed securities every month until substantial progress is made on the goals of full employment and price stability.</p><p>Here, the leverage game needs to be said more. What is the goal of full employment and price stability?</p><p>For example, the number of new non-farm employment in the United States in April and May was 278,000 and 559,000 respectively, both lower than expected. Compared with the pre-black swan level, the number of employed people in May still decreased by about 7.6 million.</p><p><img src=\"https://static.tigerbbs.com/8c8c7ecd06543dcd0ded387b77673869\" tg-width=\"832\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p><p>Chart source | Northeast Securities (thanks hereby)</p><p>The Fed expects the unemployment rate to fall to 4.5% in 2021 (the same as its March forecast), and to 3.8% and 3.5% in 2022 and 2023, respectively-at this point, returning to very low levels, probably considered qualified;</p><p>At the same time, Powell believes that inflation may remain high in the coming months before it eases-the price indicator should be considered to be up to standard.</p><p>Therefore, my conclusion is that what Americans care about is the economy, simply put, employment indicators.</p><p><b>3. The normalization of U.S. monetary policy may accelerate, which deserves attention, but the stock market should be worry-free for the time being.</b></p><p>Judging from the above changes in the number of Fed members' attitudes towards rate hike, the leverage game can basically be considered that the pace of rate hike is much faster than before.</p><p>While there is no signal from rate hike yet, an early arrival is possible. At the same time, Powell is ready to discuss reducing bond purchases, and the hawks are undoubtedly revealed. Then the US dollar will be supported in the short term, and the RMB exchange rate will mainly fluctuate.</p><p>But because liquidity in China and the United States is generally loose. For example, our M2 was 227.54 trillion yuan at the end of May, a year-on-year increase of 8.3%, and the growth rate was 0.2 percentage points higher than that at the end of last month.</p><p>At the same time, no matter the central banks of China and the United States, the communication with the market is relatively full and transparent, and no one will suddenly change monetary policy.</p><p>Therefore, the stock market will not panic as a whole, and the trend downward trend will not occur.</p><p><b>4. Domestic demand is still a bit weak, and external demand supports high production boom. Real estate and investment should not be too cold at this time.</b></p><p>June 16 was a very interesting day. The United States announced some statements of their interest rate meeting, and we released a number of economic indicators.</p><p>We can see that industrial production has actually weakened slightly, and external demand is still an important support.</p><p>According to the statistics of Beijing Capital Securities, for example, the two-year average growth rate of industrial added value above designated size in May was 6.6%, a slight decrease of 0.2 percentage points from the previous value.</p><p><img src=\"https://static.tigerbbs.com/d083afd587e6aa1242d24c96c4ad505e\" tg-width=\"477\" tg-height=\"545\" referrerpolicy=\"no-referrer\"></p><p>Chart source | Beijing Capital Securities (thanks hereby)</p><p>The compound growth rate of export delivery value has dropped significantly, echoing the sharp drop in exports in May. However, without the high growth of exports, industrial data will decline even more.</p><p>Generally speaking, external demand has peaked and fallen, and production and exports will have a slight impact in the next step.</p><p>In terms of fixed investment, it increased by 15.4% year-on-year. However, the newly started housing area has experienced negative growth for two consecutive months, and the completed area has accelerated significantly this month, turning positive to 5.0% year-on-year. Real estate investment is still supported in the short term, and there is certain pressure for a long time.</p><p>At the same time, with the strengthening of debt management, there is a high probability of fixed investment falling.</p><p><img src=\"https://static.tigerbbs.com/140e47518613dba5d257d583f1f9f4ec\" tg-width=\"554\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p><p>Social retail sales increased by 12.4% in May, slightly lower than market expectations of 12.8%, and the previous value was 17.7%.</p><p>Generally speaking, the leverage game believes that domestic demand is so-so and exports have peaked. Then, real estate suppression is suppression and cannot be made too ugly.</p><p><b>5. It is worth noting whether there is a liquidity inflection point in the United States in the third quarter.</b></p><p>Regardless of global housing prices, commodities, or the U.S. stock market, this round of surge in asset prices is essentially dominated by liquidity.</p><p>Now the question is, is there an inflection point in U.S. liquidity in the third quarter? As mentioned in the leverage game above, the Federal Reserve has signals of shrinking, and the excess reserve interest rate has increased slightly.</p><p><img src=\"https://static.tigerbbs.com/c6a294dbe7d55d78d322cf321fc22590\" tg-width=\"556\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p><p>Chart source |<a href=\"https://laohu8.com/S/601878\">Zheshang Securities</a>(Thanks hereby)</p><p>In the third quarter, the leverage game believes that the first amplitude is small, and the second is a test. At the same time, the last round of cards played by China's central bank has proved that \"I am the mainstay\"-as long as the United States does not rate hike, the world trend of funds returning to the United States to pursue high returns should not come.</p><p>From this perspective alone, in 2021, my country's stock market will not be bearish; The property market only shows an extremely strict attitude towards speculation. As mentioned above, economic stability still needs it.</p><p>It should be noted that in the third quarter, such as July and August, the Federal Reserve began to formally discuss cutting QE, and began cutting QE at the end of 2021 or early 2022. These are basically within market expectations.</p><p>Nevertheless, this is at least a constraint on the monetary policy of any country.</p><p><b>6. Conclusion: The stock market will basically not be affected by the United States in 2021, and the property market will be dominated by me.</b>The former leverage game means, don't worry about liquidity.</p><p>What I mean by the latter is that the property market will crack down on speculation throughout 2021. However, the local trading ability of the property market is becoming more and more proficient, and it has always had its own way to ensure a certain price and sales volume.</p><p>Besides, the water hasn't decreased.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/yTYYzzbQ08ymsKDOuBB5dw\">杠杆游戏</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":{"513500":"标普500ETF博时","SDS":"两倍做空标普500 ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares",".IXIC":"NASDAQ Composite","OEX":"标普100","DOG":"道指ETF-ProShares做空","SPY":"标普500ETF","SDOW":"三倍做空道指30ETF-ProShares","DJX":"1/100道琼斯",".DJI":"道琼斯","UDOW":"三倍做多道指30ETF-ProShares","QQQ":"纳指100ETF","TQQQ":"纳指三倍做多ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","IVV":"标普500ETF-iShares","OEF":"标普100指数ETF-iShares"},"source_url":"https://mp.weixin.qq.com/s/yTYYzzbQ08ymsKDOuBB5dw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111690771","content_text":"全球瞩目，美国是否加息，何时加息？\n当地时间6月16日，美联储发布经济预测和政策声明。美联储分别上调了对2021年的美国经济及通胀预期，而一同公布的点阵图则显示，有超过半数的FOMC委员给出了提前加息的预期，中位数预测暗示，美联储将在2023年前加息2次。\n利率或从0.1%升至0.6%。\n\n总体来说，美联储对物价的担忧提高，鹰派信号初现。这对我国股市、楼市会有什么影响，杠杆游戏根据此次议息会议的细节，展开谈一谈。\n1、鹰派转向信号值得重视！\n18位委员中有13人支持在2023年底前，至少加息1次。美联储对美国经济比较有信心，他们认为2021年美国GDP将增长7.0%，而3月份会议的预测为6.5%。\n美联储还将2023年的实际GDP预测，从之前预期的2.2%上调至2.4%。伴随经济的较好复苏，物价和货币政策问题自然来了。\n\n华泰期货做了一个统计，杠杆游戏觉得非常有意义，并致谢。\n美联储官员的加息路径点阵图显示，到2023年底，美联储或许将加息2次。\nFOMC（美联储的公开市场委员会）6月点阵图显示，18 位委员中有13人支持在2023 年底前至少加息1次，而3月为7位。\n\n图表来源|东北证券（特此感谢）\n11位委员预计到2023年底至少加息2次，7名委员预计在2022年开始加息。3月为4位。\n而3月份的点阵图中位数预测值暗示，到2023年底前不会加息。\n2、美联储主席鲍威尔总体认为，现在讨论加息还为时过早，关键是为什么？\n当然，美联储准备将超额准备金利率（IOER）从0.1%，调整至0.15%，也就是说，面对流动性过剩，美联储其实也在适当出手。\n不过说得很清楚，将继续每月增持至少800亿美元的国债，以及至少400亿美元的住房抵押贷款支持证券，直到充分就业和物价稳定目标取得实质性进展。\n这里杠杆游戏要多一句嘴，什么算充分就业和物价稳定目标？\n比如美国4月、5月新增非农就业人口分别为27.8万和55.9万，均低于预期。与黑天鹅前水平相比，5月就业人数依然减少了约760万。\n\n图表来源|东北证券（特此感谢）\n美联储预计2021年失业率将降至4.5%（与3月的预测持平），2022年和2023年失业率将分别降至3.8%和3.5%——到此，回到非常低的水平，大概算是合格；\n同时鲍威尔认为通货膨胀可能在未来几个月继续居高不下，然后才会有所缓和——物价指标应该算达标。\n所以，我的结论就是，美国人在乎的是经济，简单说就是就业指标。\n3、美国货币政策正常化可能加快，值得重视，但股市应该暂时无忧。\n从上文美联储委员对加息的态度人数变化看，杠杆游戏基本可以认为，加息节奏较此前大大加快。\n虽然目前还没有加息的信号，但提前到来是可能的。同时，鲍威尔已经准备讨论缩减购债，鹰派显露无疑，那么美元短期内有支撑，人民币汇率震荡为主。\n但因为中美流动性总体宽松。如我们的M2，5月末227.54万亿元，同比增长8.3%，增速比上月末高0.2个百分点。\n同时无论中美央行，与市场的沟通都较为充分、透明，谁都不会货币政策突然转向。\n所以股市总体不会恐慌，趋势性下跌不会出现。\n4、内需还是有点弱，外需支撑生产高景气，房地产和投资这个时候不能太凉。\n6月16日是很有意思的一天，美国通报他们的议息会议部分声明，我们发布了多项经济指标。\n我们可以看，工业生产其实略走弱，外需仍是重要支撑。\n首创证券统计发现，比如5月规上工业增加值两年平均增速为6.6%，较前值略降0.2个百分点。\n\n图表来源|首创证券（特此感谢）\n出口交货值复合增速有较大回落，与5月出口大幅回落相呼应，但如果没有出口的高增长，工业数据会下滑更多。\n总体来说，外需见顶回落，生产和出口下一步略有影响是一定的。\n而固投方面，同比增长15.4%。但房屋新开工面积连续两个月负增长，竣工面积本月大幅提速，同比转正为5.0%，短期内房地产投资仍有支撑，长期存在一定的压力。\n同时债务管理的加强，固定投资的回落大概率。\n\n5月社零销售增长12.4%，小幅低于市场预期的12.8%，前值为17.7%。\n总的来说，杠杆游戏认为，内需马马虎虎，出口见顶，那么，房地产打压归打压，不能搞得太难看。\n5、三季度美国是否有流动性拐点，值得注意。\n无论全球房价，还是大宗商品，以及美国股市，资产价格大涨本质这一轮都是流动性主导的。\n现在问题来了，三季度美国流动性是否有拐点？上文杠杆游戏写了，美联储有缩量的信号，超额准备金利率略有提高。\n\n图表来源|浙商证券（特此感谢）\n3季度杠杆游戏认为，第一幅度小，第二是个试探，同时我国央行上一轮的出牌已经证明，“以我为主”——只要美国不加息，资金回美追求高收益的世界趋势，应该不会到来。\n单这个角度说，2021年，我国股市不至于看空；楼市，只是对投机表现出异常严厉的态度，如上所述，经济的稳定还需要它。\n需要注意的是，3季度，比如7、8月，美联储始正式讨论削减QE，2021年底或2022年初开始削减QE，这些基本已在市场预期内。\n尽管如此，这对任何国家的货币政策，起码都是掣肘。\n6、结论：2021年股市基本不会受美国影响，楼市以我为主。前者杠杆游戏的意思是，不要担心流动性。\n后者我的意思是，楼市打击投机，将贯穿2021年始终。但地方对楼市的操盘能力，也是越来越纯熟，保障一定的价格和销量，从来都有自己办法。\n何况，水又没减少。","news_type":1,"symbols_score_info":{"513500":0.9,"UDOW":0.9,"QID":0.9,"NQmain":0.9,".IXIC":0.9,"QQQ":0.9,"TQQQ":0.9,"PSQ":0.9,"ESmain":0.9,"OEX":0.9,"SDS":0.9,"MNQmain":0.9,"SPY":0.9,"QLD":0.9,"SDOW":0.9,"OEF":0.9,"DOG":0.9,"DJX":0.9,".DJI":0.9,"IVV":0.9}},"isVote":1,"tweetType":1,"viewCount":1146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189286384,"gmtCreate":1623276267648,"gmtModify":1704199724162,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"Like and comment! Thanks ?&nbsp;","listText":"Like and comment! Thanks ?&nbsp;","text":"Like and comment! Thanks ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/189286384","repostId":"1166874467","repostType":4,"isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196551719,"gmtCreate":1621080186031,"gmtModify":1704352748565,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/196551719","repostId":"1164480285","repostType":4,"repost":{"id":"1164480285","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":1621039073,"share":"https://ttm.financial/m/news/1164480285?lang=en_US&edition=fundamental","pubTime":"2021-05-15 08:37","market":"us","language":"zh","title":"Last night and this morning: Technology led the rebound in U.S. stocks for two days, Tesla fell 12% this week","url":"https://stock-news.laohu8.com/highlight/detail?id=1164480285","media":"老虎资讯综合","summary":"摘要：美债收益率大跌提升投资者风险偏好，纳指大涨逾2％，中概股集体反弹；美国输油管道重开，美油、布油双双大涨逾2％；14个月牛市后，贝佐斯等亿万富豪纷纷减持股票 ，大佬Q1持仓 ：桥水建仓特斯拉抛黄金","content":"<p><b>Summary:</b></p><p><ul><li>The sharp drop in U.S. bond yields increased investors' risk appetite, the Nasdaq rose by more than 2%, and Chinese concept stocks rebounded collectively;</li><li>The U.S. oil pipeline reopened, and both U.S. oil and Brent oil rose by more than 2%;</li><li>After a 14-month bull market, billionaires such as Bezos have reduced their stock holdings,</li><li>Big boss Q1 positions: Bridgewater builds positions<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Throw gold, Soros builds a position<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Clearance Palantir.</li></ul><b>Overseas Market</b></p><p><b>1. The decline in U.S. bond yields helped U.S. stocks record second consecutive gains! The Nasdaq rose more than 2%, and Chinese concept stocks rebounded collectively</b></p><p>The three major U.S. stock indexes opened higher and closed higher across the board on Friday. As U.S. retail sales did not increase in April and were worse than expected, U.S. bond yields fell sharply, boosting investors' risk appetite. As of the close, the Dow rose 360.68 points to 34382.13 points, an increase of 1.06%; The Nasdaq rose 304.99 points to 13429.98 points, an increase of 2.32%; The S&P 500 index rose 61.35 points, or 1.49%, to 4,173.85 points.</p><p>Chinese concept stocks as a whole showed a relatively strong rebound. As of Friday's close,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up 1.66%,<a href=\"https://laohu8.com/S/00700\">Tencent</a>ADR rose 3.64%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up 3.85%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Up 1.67%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Up 3.77%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up 10.72%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up 9.08%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Automobiles rose 7.05%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up 6.50%,<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>Up 11.25%,<a href=\"https://laohu8.com/S/JKS\">JinkoSolar</a>Up 2.47%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up 2.69%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Up 5.38%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Up 5.99%,<a href=\"https://laohu8.com/S/DAO\">Youdao</a>Up 8.64%.</p><p><b>2. The governor of the Bank of England said inflation will not continue European stocks closed higher across the board on Friday</b></p><p>Investor concerns about inflation European stocks continued to rebound sharply on Friday (May 14) as the pullback in commodity prices slowed, after stocks suffered a sell-off at the start of trading this week.</p><p><b>3. The U.S. oil pipeline reopened, and both U.S. oil and Brent oil rose by more than 2%! All higher for the third straight week this week</b></p><p>Crude oil futures prices closed higher on Friday and were similarly higher this week as a key U.S. fuel delivery pipeline reopened after being forced to close last weekend due to a ransomware attack.</p><p><b>4. The strength of the US dollar pushed the price of gold to close up 0.8%, recording the second consecutive rise! Hit a new closing high in more than 3 months</b></p><p>The price of gold futures for June delivery on the New York Mercantile Exchange rose by $14.10 to close at $1,838.10 per ounce, an increase of 0.8%, the highest closing price since February 10, after the contract was traded on Thursday. It also closed up nearly 0.1%. In the overall trading this week, based on the main contract, the price of gold futures rose by about 0.4% cumulatively.</p><p><b>5. Dogecoin soared by more than 40%! Musk speaks out again: will cooperate with Dogecoin developers</b></p><p>Dogecoin price surged on Friday after a social media message from Tesla (NASDAQ: TSLA) CEO Elon Musk, a supporter of the cryptocurrency, and cryptocurrency exchange Coinbase said it would offer Dogecoin trading.</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2135988454\" target=\"_blank\"><b>Big boss Q1 investment: Bridgewater builds a position in Tesla, Soros builds a position in Vipshop</b></a></p><p>Bridgewater, the world's largest hedge fund, increased its holdings of consumer stocks and banking stocks in the first quarter of this year, sold gold ETFs and technology stocks, but built positions<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>。 Soros's family office also sold some technology stocks, among which big data star Palantir directly cleared its positions, but at the same time increased its holdings of many Chinese concept stocks, including new long positions<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>。</p><p><b>7、</b><a href=\"https://laohu8.com/NW/2135600444\" target=\"_blank\"><b>Bridgewater Fund's Q1 holdings: Increased consumption to buy back Tesla, Chinese concept stocks were reduced</b></a></p><p>According to statistics from the 13F data platform Whalewisdom, among Bridgewater's Q1 positions, a total of 204 targets were increased, 123 targets were reduced, 127 targets were newly added, and 197 targets were cleared. From the perspective of overall operation, Bridgewater's main direction of increasing positions in the first quarter was consumer stocks. For<a href=\"https://laohu8.com/S/SPY\">S&P 500ETF</a>, gold ETFs and other fund instruments have made significant reductions in holdings.</p><p><b>International macro</b></p><p><b>1. Fed Mester: Policy is in good shape Now is not the time to make adjustments</b></p><p>Cleveland Fed President Loretta Mester said the Fed's policy is in good shape right now. She also downplayed the signal sent by the economic data, saying that as the economy restarts, the data will be volatile.</p><p><b>2. Americans are unwilling to spend money? Retail sales failed to increase in April and worse than expected</b></p><p>Data released by the U.S. Department of Commerce on Friday showed that overall retail sales in April were basically flat month-on-month, and were revised up to an increase of 10.7% in March. According to a Bloomberg survey, the median estimate of economists is a 1% increase in April.</p><p><b>3. Is the Fed ready to surrender? Big Short Schiff: US inflation will \"explode\" and the dollar is losing purchasing power</b></p><p>According to Peter Schiff, a famous investor and financial commentator, the Fed will not fight inflation. This was because even if they tried to fight, they were doomed to fail. Therefore, they wouldn't even try. For that reason, I've been telling everyone that there will be no war on inflation. The Fed is ready to surrender now. Inflation will undoubtedly win big. In fact, the future inflation problem will be much more dire than the market expects. If the weakness of gold prices is really due to higher-than-expected inflation, then investors should seize the opportunity to buy now.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2135600094\" target=\"_blank\"><b>Be safe in your pocket! After 14-month bull market, billionaires like Bezos are trimming their holdings</b></a></p><p>The world's richest shareholders are selling their shares and settling in. Includes<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Of Jeff Bezos and<a href=\"https://laohu8.com/S/GOOG\">Google</a>Corporate insiders, including co-founder Sergey Brin, have recently accelerated the pace of reducing their holdings, seizing the opportunity of the 14-month bull market to cash in.</p><p><b>5. I can't tell whether inflation is good news or bad news. U.S. investors have reason to be scared</b></p><p>It is widely believed that inflation is a positive factor for the stock market. But over the past week, inflation climbed far beyond economists' expectations, sending investors in U.S. stocks panicking. A Wall Street analyst said that a closer look at the historical record may show why investors behaved like this.</p><p><b>6. New debt king Gundlach: There is reason to worry about inflation, which may force the Fed to rate hike</b></p><p>\"It seems to me that markets are starting to get a little worried about (inflation) this week,\" Gundlach said, who then added: \"This is the biggest difference in the CPI from economists'expectations in years, and maybe even in my entire career.\"</p><p><b>Company News</b></p><p><b>1、</b><a href=\"https://laohu8.com/NW/2135860760\" target=\"_blank\"><b>Disney, Airbnb, and DoorDash's earnings reveal a new post-pandemic economic normal</b></a><b></b></p><p>Airbnb said interest in travel has soared again as vaccines become more widely available. The company noted that travel bookings in the UK increased sharply immediately after Prime Minister Boris Johnson announced a phase-out of lockdown in February. For U.S. customers aged 60 and older, searches for summer travel on Airbnb grew more than 60% between February and March of this year.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2135860665\" target=\"_blank\"><b>Amazon plans to recruit 10,000 permanent employees in the UK again on a large scale</b></a></p><p>A large number of companies have laid off employees during the new crown period, but Amazon, the world's largest online retailer, has become a company swimming against the current. Amazon announced today that it will recruit an additional 10,000 people in the UK. By the end of 2021, the company's total number of employees in the UK will reach 55,000.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2135607690\" target=\"_blank\"><b>Following Musk's trend, media say Square has no intention of buying more Bitcoin</b></a></p><p>Among the companies that had previously purchased Bitcoin as reserves, some chose to stop. According to reports, after losing $20 million on related investments, Square, a payment financial technology company, said it had no intention of buying more Bitcoin for reserves.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning: Technology led the rebound in U.S. stocks for two days, Tesla fell 12% this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning: Technology led the rebound in U.S. stocks for two days, Tesla fell 12% this week\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\">2021-05-15 08:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Summary:</b></p><p><ul><li>The sharp drop in U.S. bond yields increased investors' risk appetite, the Nasdaq rose by more than 2%, and Chinese concept stocks rebounded collectively;</li><li>The U.S. oil pipeline reopened, and both U.S. oil and Brent oil rose by more than 2%;</li><li>After a 14-month bull market, billionaires such as Bezos have reduced their stock holdings,</li><li>Big boss Q1 positions: Bridgewater builds positions<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Throw gold, Soros builds a position<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Clearance Palantir.</li></ul><b>Overseas Market</b></p><p><b>1. The decline in U.S. bond yields helped U.S. stocks record second consecutive gains! The Nasdaq rose more than 2%, and Chinese concept stocks rebounded collectively</b></p><p>The three major U.S. stock indexes opened higher and closed higher across the board on Friday. As U.S. retail sales did not increase in April and were worse than expected, U.S. bond yields fell sharply, boosting investors' risk appetite. As of the close, the Dow rose 360.68 points to 34382.13 points, an increase of 1.06%; The Nasdaq rose 304.99 points to 13429.98 points, an increase of 2.32%; The S&P 500 index rose 61.35 points, or 1.49%, to 4,173.85 points.</p><p>Chinese concept stocks as a whole showed a relatively strong rebound. As of Friday's close,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up 1.66%,<a href=\"https://laohu8.com/S/00700\">Tencent</a>ADR rose 3.64%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up 3.85%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Up 1.67%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Up 3.77%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up 10.72%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up 9.08%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Automobiles rose 7.05%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up 6.50%,<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>Up 11.25%,<a href=\"https://laohu8.com/S/JKS\">JinkoSolar</a>Up 2.47%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up 2.69%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Up 5.38%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Up 5.99%,<a href=\"https://laohu8.com/S/DAO\">Youdao</a>Up 8.64%.</p><p><b>2. The governor of the Bank of England said inflation will not continue European stocks closed higher across the board on Friday</b></p><p>Investor concerns about inflation European stocks continued to rebound sharply on Friday (May 14) as the pullback in commodity prices slowed, after stocks suffered a sell-off at the start of trading this week.</p><p><b>3. The U.S. oil pipeline reopened, and both U.S. oil and Brent oil rose by more than 2%! All higher for the third straight week this week</b></p><p>Crude oil futures prices closed higher on Friday and were similarly higher this week as a key U.S. fuel delivery pipeline reopened after being forced to close last weekend due to a ransomware attack.</p><p><b>4. The strength of the US dollar pushed the price of gold to close up 0.8%, recording the second consecutive rise! Hit a new closing high in more than 3 months</b></p><p>The price of gold futures for June delivery on the New York Mercantile Exchange rose by $14.10 to close at $1,838.10 per ounce, an increase of 0.8%, the highest closing price since February 10, after the contract was traded on Thursday. It also closed up nearly 0.1%. In the overall trading this week, based on the main contract, the price of gold futures rose by about 0.4% cumulatively.</p><p><b>5. Dogecoin soared by more than 40%! Musk speaks out again: will cooperate with Dogecoin developers</b></p><p>Dogecoin price surged on Friday after a social media message from Tesla (NASDAQ: TSLA) CEO Elon Musk, a supporter of the cryptocurrency, and cryptocurrency exchange Coinbase said it would offer Dogecoin trading.</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2135988454\" target=\"_blank\"><b>Big boss Q1 investment: Bridgewater builds a position in Tesla, Soros builds a position in Vipshop</b></a></p><p>Bridgewater, the world's largest hedge fund, increased its holdings of consumer stocks and banking stocks in the first quarter of this year, sold gold ETFs and technology stocks, but built positions<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>。 Soros's family office also sold some technology stocks, among which big data star Palantir directly cleared its positions, but at the same time increased its holdings of many Chinese concept stocks, including new long positions<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>。</p><p><b>7、</b><a href=\"https://laohu8.com/NW/2135600444\" target=\"_blank\"><b>Bridgewater Fund's Q1 holdings: Increased consumption to buy back Tesla, Chinese concept stocks were reduced</b></a></p><p>According to statistics from the 13F data platform Whalewisdom, among Bridgewater's Q1 positions, a total of 204 targets were increased, 123 targets were reduced, 127 targets were newly added, and 197 targets were cleared. From the perspective of overall operation, Bridgewater's main direction of increasing positions in the first quarter was consumer stocks. For<a href=\"https://laohu8.com/S/SPY\">S&P 500ETF</a>, gold ETFs and other fund instruments have made significant reductions in holdings.</p><p><b>International macro</b></p><p><b>1. Fed Mester: Policy is in good shape Now is not the time to make adjustments</b></p><p>Cleveland Fed President Loretta Mester said the Fed's policy is in good shape right now. She also downplayed the signal sent by the economic data, saying that as the economy restarts, the data will be volatile.</p><p><b>2. Americans are unwilling to spend money? Retail sales failed to increase in April and worse than expected</b></p><p>Data released by the U.S. Department of Commerce on Friday showed that overall retail sales in April were basically flat month-on-month, and were revised up to an increase of 10.7% in March. According to a Bloomberg survey, the median estimate of economists is a 1% increase in April.</p><p><b>3. Is the Fed ready to surrender? Big Short Schiff: US inflation will \"explode\" and the dollar is losing purchasing power</b></p><p>According to Peter Schiff, a famous investor and financial commentator, the Fed will not fight inflation. This was because even if they tried to fight, they were doomed to fail. Therefore, they wouldn't even try. For that reason, I've been telling everyone that there will be no war on inflation. The Fed is ready to surrender now. Inflation will undoubtedly win big. In fact, the future inflation problem will be much more dire than the market expects. If the weakness of gold prices is really due to higher-than-expected inflation, then investors should seize the opportunity to buy now.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2135600094\" target=\"_blank\"><b>Be safe in your pocket! After 14-month bull market, billionaires like Bezos are trimming their holdings</b></a></p><p>The world's richest shareholders are selling their shares and settling in. Includes<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Of Jeff Bezos and<a href=\"https://laohu8.com/S/GOOG\">Google</a>Corporate insiders, including co-founder Sergey Brin, have recently accelerated the pace of reducing their holdings, seizing the opportunity of the 14-month bull market to cash in.</p><p><b>5. I can't tell whether inflation is good news or bad news. U.S. investors have reason to be scared</b></p><p>It is widely believed that inflation is a positive factor for the stock market. But over the past week, inflation climbed far beyond economists' expectations, sending investors in U.S. stocks panicking. A Wall Street analyst said that a closer look at the historical record may show why investors behaved like this.</p><p><b>6. New debt king Gundlach: There is reason to worry about inflation, which may force the Fed to rate hike</b></p><p>\"It seems to me that markets are starting to get a little worried about (inflation) this week,\" Gundlach said, who then added: \"This is the biggest difference in the CPI from economists'expectations in years, and maybe even in my entire career.\"</p><p><b>Company News</b></p><p><b>1、</b><a href=\"https://laohu8.com/NW/2135860760\" target=\"_blank\"><b>Disney, Airbnb, and DoorDash's earnings reveal a new post-pandemic economic normal</b></a><b></b></p><p>Airbnb said interest in travel has soared again as vaccines become more widely available. The company noted that travel bookings in the UK increased sharply immediately after Prime Minister Boris Johnson announced a phase-out of lockdown in February. For U.S. customers aged 60 and older, searches for summer travel on Airbnb grew more than 60% between February and March of this year.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2135860665\" target=\"_blank\"><b>Amazon plans to recruit 10,000 permanent employees in the UK again on a large scale</b></a></p><p>A large number of companies have laid off employees during the new crown period, but Amazon, the world's largest online retailer, has become a company swimming against the current. Amazon announced today that it will recruit an additional 10,000 people in the UK. By the end of 2021, the company's total number of employees in the UK will reach 55,000.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2135607690\" target=\"_blank\"><b>Following Musk's trend, media say Square has no intention of buying more Bitcoin</b></a></p><p>Among the companies that had previously purchased Bitcoin as reserves, some chose to stop. According to reports, after losing $20 million on related investments, Square, a payment financial technology company, said it had no intention of buying more Bitcoin for reserves.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","PSQ":"做空纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","PDD":"拼多多","TTTN":"老虎中美互联网巨头ETF","JD":"京东","03086":"华夏纳指","NTES":"网易","QID":"两倍做空纳斯达克指数ETF-ProShares","BABA":"阿里巴巴","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164480285","content_text":"摘要：美债收益率大跌提升投资者风险偏好，纳指大涨逾2％，中概股集体反弹；美国输油管道重开，美油、布油双双大涨逾2％；14个月牛市后，贝佐斯等亿万富豪纷纷减持股票 ，大佬Q1持仓 ：桥水建仓特斯拉抛黄金，索罗斯建仓唯品会清仓Palantir。海外市场1、美债收益率下跌助美股录得二连涨！纳指大涨逾2％，中概股集体反弹美股三大指数周五高开高走全线收涨，因美国4月零售销售未见增长并逊于预期，美债收益率大跌，提升了投资者的风险偏好情绪。截至收盘，道指涨360.68点，报34382.13点，涨幅为1.06%；纳指涨304.99点，报13429.98点，涨幅为2.32%；标普500指数涨61.35点，报4173.85点，涨幅为1.49%。中概股整体出现了较为强劲的反弹。截至周五收盘，阿里巴巴涨1.66%、腾讯ADR涨3.64%、百度涨3.85%、京东涨1.67%、网易涨3.77%、哔哩哔哩涨10.72%、小鹏汽车涨9.08%、蔚来汽车涨7.05%、理想汽车涨6.50%、嘉楠科技涨11.25%、晶科能源涨2.47%、拼多多涨2.69%、好未来涨5.38%、新东方涨5.99%、有道涨8.64%。2、英国央行行长称通胀不会持续 欧股周五全线收涨投资者对通胀的担忧随着大宗商品价格的回落放缓，欧洲股市周五（5月14日）继续大幅反弹，此前股市在本周交易开始时遭遇抛售。3、美国输油管道重开，美油、布油双双大涨逾2％！本周均连续第三周走高原油期货价格周五收盘上涨，本周也同样走高，原因是美国一条关键的燃油输送管道在上周末因受到勒索软件攻击而被迫关闭后重新开放。4、美元走强推动金价收高0.8％，录得二连涨！创3个多月收盘新高纽约商品交易所6月份交割的黄金期货价格上涨14.10美元，报收于每盎司1838.10美元，涨幅为0.8%，创下了自2月10日以来的最高收盘价，此前该合约在周四的交易中也收盘上涨近0.1%在本周的整体交易中，按主力合约计算，黄金期货价格累计上涨了0.4%左右。5、狗狗币飙涨逾40％！马斯克再发声：将与狗狗币开发商合作狗狗币价格周五飙升，原因是这种加密货币的支持者、特斯拉（NASDAQ:TSLA）首席执行官埃隆·马斯克（Elon Musk）在社交媒体上发布了一条消息，且加密货币交易所Coinbase称其将提供狗狗币交易。6、大佬Q1投资：桥水建仓特斯拉，索罗斯建仓唯品会全球最大对冲基金桥水今年一季度增持消费类股和银行股，抛售黄金ETF和科技股，但建仓了特斯拉。索罗斯的家族办公室也抛售了一些科技股，其中大数据明星Palantir直接清仓，但同时增持了不少中概股，包括新进做多唯品会。7、桥水基金Q1持仓：加仓消费买回特斯拉，中概股遭减持根据13F数据平台Whalewisdom统计，在桥水Q1持仓中，总共增持204个标的、减持123个标的、新进127个标的、清仓197个标的。从整体操作来看，桥水一季度主要加仓方向为消费股，对于标普500ETF、黄金ETF等基金工具做出了较大减持。国际宏观1、美联储梅斯特：政策处于良好状态 现在不是进行调整的时候克里夫兰联邦储备银行行长洛蕾塔·梅斯特（Loretta Mester）表示，美联储的政策目前处于良好状态。她还淡化了经济数据发出的信号，称随着经济重启，数据将会表现不稳定。2、美国人不愿意花钱了？4月零售销售未见增长，并逊于预期美国商务部周五公布的数据显示，4月整体零售额环比基本持平，3月上修为增长10.7%。彭博调查显示，经济学家预估中值为4月增长1%。3、美联储已准备投降？大空头席夫：美国通胀将“爆炸”，美元正丧失购买力在著名投资人、财经评论家席夫（Peter Schiff）看来美，联储不会和通货膨胀作战的。这么说是因为，哪怕他们尝试去作战，也注定将会失败，所以，他们根本就连尝试都不会去尝试。出于这个原因，我一直在告诉大家，不会有针对通货膨胀的战争。联储现在就已经准备好投降了。通货膨胀毫无疑问将大获全胜。事实上，未来的通胀问题将比市场所预计的可怕得多。如果金价的疲软真的是因为通货膨胀高过预期的缘故，那么投资者现在就应该抓住机会买进。4、落袋为安！14个月牛市后，贝佐斯等亿万富豪纷纷减持股票全世界最富有的股东们纷纷出售持股、落袋为安。包括亚马逊的杰夫·贝佐斯和谷歌联合创始人Sergey Brin在内，企业内部人士最近加快减持步伐，抓住14个月大牛市的机会变现。5、分不清通胀到底是喜讯还是噩耗 美国投资者有理由心惊肉跳人们普遍认为，对于股市来说，通货膨胀是个利好因素。但是，在过去的一周内，远超经济学家预期的通胀攀升，让美国股市的投资者们惊慌失措。一位华尔街分析师表示，仔细翻看历史记录，或许就能知道投资者们为何会有如此表现了。6、新债王冈拉克：有理由担心通胀，可能迫使美联储加息冈拉克表示：“在我看来，本周市场开始有点担心（通胀）了。”他随后补充说：“这是多年来消费者物价指数与经济学家预期相差最大的一次，甚至可能是我整个职业生涯中最大的一次。”公司新闻1、迪士尼、爱彼迎和DoorDash的财报揭示了疫情后的经济新常态爱彼迎表示，随着疫苗变得更加普及，人们对旅游的兴趣再次飙升。该公司指出，在英国首相鲍里斯-约翰逊2月份宣布逐步退出封锁后，英国的旅游预订量立即大幅增加。对于60岁及以上的美国客户来说，今年2月至3月，Airbnb上夏季旅游的搜索量增长了60%以上。2、亚马逊再次大规模招聘 计划在英吸纳10000名永久雇员新冠期间大量企业纷纷裁员，但全球最大在线零售商亚马逊却成为逆流而上的公司。亚马逊今日宣布将在英国增加招聘1万人，到2021年底，公司在英国的总雇员人数将达到5.5万人。3、跟风马斯克收手，媒体称Square无意购买更多比特币此前曾经购买比特币作为储备的企业当中，有人选择了停手。根据报道，在相关投资上损失了2000万美元之后，支付金融技术公司Square表示无意购买更多的比特币作储备。","news_type":1,"symbols_score_info":{"03086":0.9,"QID":0.9,"NTES":0.9,"QQQ":0.9,"BABA":0.9,"QLD":0.9,".IXIC":0.9,"PDD":0.9,"TQQQ":0.9,"SQQQ":0.9,"TTTN":0.9,"QNETCN":0.9,"PSQ":0.9,"MNQmain":0.9,"NQmain":0.9,"JD":0.9}},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346370895,"gmtCreate":1618008997217,"gmtModify":1704705832486,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/346370895","repostId":"2126702543","repostType":4,"isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}