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2021-06-25

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[Change] Can send customers into space! Virgin Galactic pulls up straight before the market

2021-06-18

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2022-02-21

😱👻

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2022-02-17

🥶

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2021-07-19

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[Change] Moderna bucked the market and rose by more than 6%, and its stock price broke through the $300 mark

2021-06-23

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Manbang rose by more than 18% on the first day of listing, and 100% of Tiger subscription users won the lottery!

2022-04-07

2023 yes...tesla ev maxpro for the market "go green"country..almost

2022-03-17

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Rate hike 7 times this year, can the Fed do it?

2022-02-23

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One picture to understand | How do geopolitical risks affect asset prices?

2022-02-12

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Last night and this morning | The White House made malicious remarks about the situation in Ukraine, and the US stock market leaked 500 points

Go to Tiger App to see more news

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08:36","market":"hk","language":"zh","title":"A surge of 638%! LogicBio (LOGC.US) reaches acquisition deal with AstraZeneca subsidiary","url":"https://stock-news.laohu8.com/highlight/detail?id=2272889814","media":"智通财经","summary":"智通财经APP获悉，10月3日，阿斯利康罕见病业务子公司Alexion宣布，已与Lexington公司(LOGC.US)达成最终收购协议。此次收购计划旨在通过LogicBio的独特技术、经验丰富的罕见病研发团队以及临床前开发方面的专业知识，快速加速Alexion在基因组药物领域的增长。受此消息影响，周一Lexington(LOGC.US)股价大涨637.61%。根据协议条款，Alexion将通过子公司发起现金收购要约，以每股2.07美元的价格收购LogicBio的所有流通股。双方董事会一致批准了该交易。Alexion计划在4到6周内完成交易，LogicBio员工将保留在当前职位。","content":"<p><html><body>Zhitong Finance APP learned that on October 3,<a href=\"https://laohu8.com/S/AZN\">AstraZeneca</a>Alexion, a subsidiary of the rare disease business, announced that it has reached a final acquisition agreement with Lexington (LOGC.US). The acquisition plan aims to rapidly accelerate Alexion's growth in the field of genomic drugs through LogicBio's unique technology, experienced rare disease research and development team, and expertise in preclinical development. Affected by this news, the stock price of Lexington (LOGC.US) rose 637.61% on Monday.</p><p><img src=\"https://img.zhitongcaijing.com/image/20221004/1664843856700190.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1664843856700190.png\"/></p><p>Under the terms of the agreement, Alexion will initiate a cash offer through a subsidiary to acquire all outstanding shares of LogicBio at $2.07 per share. The board of directors of both parties unanimously approved the transaction. Alexion plans to close the deal in four to six weeks, and LogicBio employees will remain in their current positions.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A surge of 638%! LogicBio (LOGC.US) reaches acquisition deal with AstraZeneca subsidiary</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\">\nA surge of 638%! LogicBio (LOGC.US) reaches acquisition deal with AstraZeneca subsidiary\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-10-04 08:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Zhitong Finance APP learned that on October 3,<a href=\"https://laohu8.com/S/AZN\">AstraZeneca</a>Alexion, a subsidiary of the rare disease business, announced that it has reached a final acquisition agreement with Lexington (LOGC.US). The acquisition plan aims to rapidly accelerate Alexion's growth in the field of genomic drugs through LogicBio's unique technology, experienced rare disease research and development team, and expertise in preclinical development. Affected by this news, the stock price of Lexington (LOGC.US) rose 637.61% on Monday.</p><p><img src=\"https://img.zhitongcaijing.com/image/20221004/1664843856700190.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1664843856700190.png\"/></p><p>Under the terms of the agreement, Alexion will initiate a cash offer through a subsidiary to acquire all outstanding shares of LogicBio at $2.07 per share. The board of directors of both parties unanimously approved the transaction. Alexion plans to close the deal in four to six weeks, and LogicBio employees will remain in their current positions.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/801488.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4139":"生物科技","LOGC":"ContextLogic Holdings Inc.","BK4007":"制药","BK4568":"美国抗疫概念","AZN":"阿斯利康"},"source_url":"http://www.zhitongcaijing.com/content/detail/801488.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2272889814","content_text":"智通财经APP获悉，10月3日，阿斯利康罕见病业务子公司Alexion宣布，已与Lexington公司(LOGC.US)达成最终收购协议。此次收购计划旨在通过LogicBio的独特技术、经验丰富的罕见病研发团队以及临床前开发方面的专业知识，快速加速Alexion在基因组药物领域的增长。受此消息影响，周一Lexington(LOGC.US)股价大涨637.61%。根据协议条款，Alexion将通过子公司发起现金收购要约，以每股2.07美元的价格收购LogicBio的所有流通股。双方董事会一致批准了该交易。Alexion计划在4到6周内完成交易，LogicBio员工将保留在当前职位。","news_type":1,"symbols_score_info":{"AZN":1,"LOGC":1}},"isVote":1,"tweetType":1,"viewCount":3098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012649009,"gmtCreate":1649331102626,"gmtModify":1676534492614,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"2023 yes...tesla ev maxpro for the market&nbsp; \"go green\"country..almost","listText":"2023 yes...tesla ev maxpro for the market&nbsp; \"go green\"country..almost","text":"2023 yes...tesla ev maxpro for the market \"go green\"country..almost","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012649009","isVote":1,"tweetType":1,"viewCount":3028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035374504,"gmtCreate":1647526732621,"gmtModify":1676534240696,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"🥶💸","listText":"🥶💸","text":"🥶💸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035374504","repostId":"1181924326","repostType":2,"repost":{"id":"1181924326","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1647506263,"share":"https://ttm.financial/m/news/1181924326?lang=en_US&edition=fundamental","pubTime":"2022-03-17 16:37","market":"us","language":"zh","title":"Rate hike 7 times this year, can the Fed do it?","url":"https://stock-news.laohu8.com/highlight/detail?id=1181924326","media":"华尔街见闻","summary":"部分经济学家对美联储加息7次的预期表示怀疑，认为他们是否真的采取行动，是一个悬而未决的问题。美联储激进的加息计划，可能会在对抗通胀的同时使经济陷入衰退。周三，美联储将利率上调了25个基点，这是自201","content":"<p><html><head></head><body>Some economists doubt the Fed's expectation of seven rate hike, and think it is an open question whether they actually take action. The Fed's aggressive rate hike plan could plunge the economy into recession while fighting inflation.</p><p>On Wednesday, the Federal Reserve raised interest rates by 25 basis points in its first rate hike since 2018. At the same time, its forecasts show that Fed officials expect six more rate hike this year and three rate hike next year.</p><p>It's a radical rate hike campaign, but it also begs a question:<b>Can the Fed succeed without seriously damaging the economy?</b></p><p><b>\"The Fed is too aggressive\"</b></p><p>Some economists believe the Fed may not act as expected because it could hurt the economy.</p><p>According to CNBC, James Paulsen, chief investment strategist at Leuthold Group, said that even before the meeting, the bond market had priced in seven rate hike, but many economists had expected the Fed to only rate hike five to six times:</p><p>This has largely been priced in, but the bigger question for the market is whether or not we will see a recession. While economists didn't explicitly predict a recession, they did see a slowdown in economic growth and the outlook has become more uncertain since Russia's military action. The Ukraine crisis has also fueled inflation, as Russia is a major commodity producer, while the conflict and sanctions have raised doubts about the supply of oil, wheat and other key exports.</p><p>Simona Mocuta, chief analyst at State Street Global Advisors, made it clear:<b>\"I think the Fed has been too aggressive on that front.</b>How the economy will develop is highly uncertain. They may not materialize. But to be sure, the Fed has sent a very strong message.... I still doubt that there will be so many rate hike times. \"</p><p>Economists had expected the Federal Reserve to show a hawkish or aggressive attitude in its first rate hike. Many had argued that the Fed's decision-making was lagging because the Fed initially believed inflation was transitory, and that view has been going on for too long.</p><p>Mocuta said,<b>The Fed may rate hike several times first, but it should reconsider the path of rate hike and economic conditions in the third quarter.</b></p><p>If the Russia-Ukraine conflict improves, some pressures on inflation and supply chains will ease. Some of the supply chain pressures from the pandemic may also subside over time.</p><p>Drew Matus, chief market strategist at Metropolitan Investment Management, said:</p><p>What I'm saying is, they're sending the signals they need to send,<b>But whether they actually take action is an open question.</b>The data showed that the U.S. CPI jumped to a 40-year high of 7.9% in February and is expected to rise further in March.</p><p>The Fed expects core inflation to be 4.1% this year and fall to 2.6% next year after the rate hike. They also forecast GDP growth of 4% this year and falling to 2.2% by 2023. The unemployment rate is expected to fall to 3.5% and will remain at that level.</p><p>Matus believes: \"A lot of their predictions are meaningless... there are some loopholes in logic.\"</p><p>He pointed out,<b>One of the loopholes is that if the Fed does raise interest rates at the expected rate, it will not realize this economic forecast.</b></p><p>'They mean it'</p><p>But others do expect the Fed to continue its rate hike, with some Wall Streeters predicting seven rate hike this year.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Mark Cabana, head of U.S. short-term interest rate strategy, said:</p><p>They mean it. They're really way behind the curve in terms of inflation. Those who think they can't do 7 rate hike, will face a severe blow. Diane Swonk, chief economist at Grant Thornton, believes the market should take the Fed's word for it:</p><p>We can't risk stagflation. They admit that they now expect inflation to persist longer, and that it's not just a problem for Ukraine. Seeing the market's reaction, they clearly don't believe it. This is a major shift in the outlook for the Fed's rate hike. They're doing it for a reason, and it's not just someone at the Fed.<b>This is a systemic move by the entire Fed, even by the most dovish Fed officials.</b>Swonk said the Fed's forecast for the unemployment rate may not be reasonable, but the Fed does want to cool inflation.</p><p>There are risks if Fed officials act as expected. She said:<b>\"When I simulated the scenario of seven rate hike, which is my forecast, I thought the average growth of the economy would stop at 1% in the second half of the year. This was a semi-hard landing.\"</b></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rate hike 7 times this year, can the Fed do it?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRate hike 7 times this year, can the Fed do it?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2022-03-17 16:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Some economists doubt the Fed's expectation of seven rate hike, and think it is an open question whether they actually take action. The Fed's aggressive rate hike plan could plunge the economy into recession while fighting inflation.</p><p>On Wednesday, the Federal Reserve raised interest rates by 25 basis points in its first rate hike since 2018. At the same time, its forecasts show that Fed officials expect six more rate hike this year and three rate hike next year.</p><p>It's a radical rate hike campaign, but it also begs a question:<b>Can the Fed succeed without seriously damaging the economy?</b></p><p><b>\"The Fed is too aggressive\"</b></p><p>Some economists believe the Fed may not act as expected because it could hurt the economy.</p><p>According to CNBC, James Paulsen, chief investment strategist at Leuthold Group, said that even before the meeting, the bond market had priced in seven rate hike, but many economists had expected the Fed to only rate hike five to six times:</p><p>This has largely been priced in, but the bigger question for the market is whether or not we will see a recession. While economists didn't explicitly predict a recession, they did see a slowdown in economic growth and the outlook has become more uncertain since Russia's military action. The Ukraine crisis has also fueled inflation, as Russia is a major commodity producer, while the conflict and sanctions have raised doubts about the supply of oil, wheat and other key exports.</p><p>Simona Mocuta, chief analyst at State Street Global Advisors, made it clear:<b>\"I think the Fed has been too aggressive on that front.</b>How the economy will develop is highly uncertain. They may not materialize. But to be sure, the Fed has sent a very strong message.... I still doubt that there will be so many rate hike times. \"</p><p>Economists had expected the Federal Reserve to show a hawkish or aggressive attitude in its first rate hike. Many had argued that the Fed's decision-making was lagging because the Fed initially believed inflation was transitory, and that view has been going on for too long.</p><p>Mocuta said,<b>The Fed may rate hike several times first, but it should reconsider the path of rate hike and economic conditions in the third quarter.</b></p><p>If the Russia-Ukraine conflict improves, some pressures on inflation and supply chains will ease. Some of the supply chain pressures from the pandemic may also subside over time.</p><p>Drew Matus, chief market strategist at Metropolitan Investment Management, said:</p><p>What I'm saying is, they're sending the signals they need to send,<b>But whether they actually take action is an open question.</b>The data showed that the U.S. CPI jumped to a 40-year high of 7.9% in February and is expected to rise further in March.</p><p>The Fed expects core inflation to be 4.1% this year and fall to 2.6% next year after the rate hike. They also forecast GDP growth of 4% this year and falling to 2.2% by 2023. The unemployment rate is expected to fall to 3.5% and will remain at that level.</p><p>Matus believes: \"A lot of their predictions are meaningless... there are some loopholes in logic.\"</p><p>He pointed out,<b>One of the loopholes is that if the Fed does raise interest rates at the expected rate, it will not realize this economic forecast.</b></p><p>'They mean it'</p><p>But others do expect the Fed to continue its rate hike, with some Wall Streeters predicting seven rate hike this year.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Mark Cabana, head of U.S. short-term interest rate strategy, said:</p><p>They mean it. They're really way behind the curve in terms of inflation. Those who think they can't do 7 rate hike, will face a severe blow. Diane Swonk, chief economist at Grant Thornton, believes the market should take the Fed's word for it:</p><p>We can't risk stagflation. They admit that they now expect inflation to persist longer, and that it's not just a problem for Ukraine. Seeing the market's reaction, they clearly don't believe it. This is a major shift in the outlook for the Fed's rate hike. They're doing it for a reason, and it's not just someone at the Fed.<b>This is a systemic move by the entire Fed, even by the most dovish Fed officials.</b>Swonk said the Fed's forecast for the unemployment rate may not be reasonable, but the Fed does want to cool inflation.</p><p>There are risks if Fed officials act as expected. She said:<b>\"When I simulated the scenario of seven rate hike, which is my forecast, I thought the average growth of the economy would stop at 1% in the second half of the year. This was a semi-hard landing.\"</b></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{"513500":"标普500ETF博时","DXD":"两倍做空道琼30指数ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF","DOG":"道指ETF-ProShares做空","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","DJX":"1/100道琼斯","QID":"两倍做空纳斯达克指数ETF-ProShares",".DJI":"道琼斯","TQQQ":"纳指三倍做多ETF","OEX":"标普100","PSQ":"做空纳斯达克100指数ETF-ProShares","SPY":"标普500ETF","SH":"做空标普500-Proshares","QQQ":"纳指100ETF","SDOW":"三倍做空道指30ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181924326","content_text":"部分经济学家对美联储加息7次的预期表示怀疑，认为他们是否真的采取行动，是一个悬而未决的问题。美联储激进的加息计划，可能会在对抗通胀的同时使经济陷入衰退。周三，美联储将利率上调了25个基点，这是自2018年以来的首次加息。与此同时，其预测显示，美联储官员预计今年将再加息6次，明年将加息3次。这是一场激进的加息运动，但也引出了一个问题：美联储能否在不严重损害经济的情况下取得成功？“美联储过于激进了”一些经济学家认为，美联储可能不会按预期行事，因为这可能会损害经济。据CNBC报道，Leuthold Group的首席投资策略师James Paulsen表示，甚至在会议之前，债券市场就已经消化了7次加息，但许多经济学家曾预计，美联储只会加息5到6次：这在很大程度上已经被消化，但市场面临的更大问题是，我们是否会看到经济衰退。虽然经济学家没有明确预测经济会衰退，但他们确实看到经济增长放缓，而且自从俄罗斯的军事行动以来，前景变得更加不明朗。乌克兰危机也加剧了通胀，因为俄罗斯是主要的大宗商品生产国，而冲突和制裁引发了人们对石油、小麦和其他主要出口产品供应的怀疑。道富环球顾问首席分析师Simona Mocuta明确表示：“我认为美联储在这方面过于激进了。经济如何发展是高度不确定的。它们可能不会实现。但可以肯定的是，美联储传递了一个非常强烈的信息. ...我仍然怀疑是否会有这么多的加息次数。”经济学家们曾预计，美联储在首次加息时，会表现出鹰派或激进的态度。许多人曾认为美联储的决策滞后，因为美联储最初认为通胀是暂时的，而这种观点已经持续了太久。Mocuta表示，美联储可能会先加息几次，但在第三季度时应重新考虑加息的路径和经济状况。如果俄乌冲突有所改善，通胀和供应链方面的一些压力将会缓解。随着时间的推移，疫情带来的一些供应链压力也可能消退。大都会投资管理公司首席市场策略师Drew Matus表示：我想说的是，他们在发出他们需要发出的信号，但他们是否真的采取行动，这是一个悬而未决的问题。数据显示，美国2月份CPI跃升至7.9%的40年新高，预计3月份还会进一步上升。美联储预计，今年的核心通胀率将为4.1%，加息后明年将降至2.6%。他们还预测今年GDP将增长4%，到2023年将降至2.2%。预计失业率将降至3.5%，并将维持在这一水平。Matus认为：“他们的很多预测都是没有意义的...在逻辑上有一些漏洞。”他指出，其中一个漏洞是，如果美联储真的按照预期的速度升息，将无法实现这一经济预测。“他们是认真的”但其他人确实预计美联储会继续加息，一些华尔街人士预测今年将加息7次。美国银行美国短期利率策略主管Mark Cabana表示：他们是认真的。他们在通胀方面真的远远落后于曲线。那些认为他们不能进行7次加息的人，将面临严重的打击。Grant Thornton的首席经济学家Diane Swonk认为，市场应该相信美联储的话：我们不能冒着滞胀的风险。他们承认，他们现在预计通胀会持续更长时间，而且这不仅仅是乌克兰的问题。看到市场的反应，他们显然不相信。这是美联储加息前景的重大转变。他们这么做是有原因的，不仅仅是美联储的某个人。这是整个美联储的系统性举措，即使是最鸽派的美联储官员也不例外。Swonk表示，美联储对失业率的预测可能不合理，但美联储确实希望给通胀降温。如果美联储官员按照预期的行动，就存在风险。她说：“当我模拟7次加息的情景时，也就是我的预测，我认为经济在下半年的平均增长将止步于1%。这是一次半硬着陆。”","news_type":1,"symbols_score_info":{"513500":0.9,"DOG":0.9,"QQQ":0.9,"UDOW":0.9,"QLD":0.9,"SDOW":0.9,"DJX":0.9,"OEX":0.9,"SPXU":0.9,"PSQ":0.9,"TQQQ":0.9,"SQQQ":0.9,"SPY":0.9,"QID":0.9,".DJI":0.9,"OEF":0.9,".IXIC":0.9,"SH":0.9,"DXD":0.9}},"isVote":1,"tweetType":1,"viewCount":3016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033509211,"gmtCreate":1646303160158,"gmtModify":1676534114789,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"🤭","listText":"🤭","text":"🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033509211","repostId":"1101023228","repostType":4,"repost":{"id":"1101023228","kind":"news","pubTimestamp":1646302335,"share":"https://ttm.financial/m/news/1101023228?lang=en_US&edition=fundamental","pubTime":"2022-03-03 18:12","market":"us","language":"zh","title":"After \"Tesla Killer\" announced price increase, pre-order users canceled orders","url":"https://stock-news.laohu8.com/highlight/detail?id=1101023228","media":"新浪科技","summary":"Rivian旗下一些车型涨价幅度超过12000美元，有些甚至达到2万美元。","content":"<p><html><head></head><body>On the afternoon of March 3, Beijing time, it was reported that a poll showed that buyers were canceling reservations at a \"shocking\" rate after American electric vehicle startup Rivian significantly raised product prices.</p><p>Rivian announced yesterday that the prices of its electric vehicle products will increase significantly, with some models increasing by more than $12,000, and some even reaching $20,000. To make matters worse, the price hike also applies to buyers who have already booked a few years ago, much to their dissatisfaction.</p><p>Some buyers have said on forums and social media that they will cancel their orders either because they don't want to pay a higher price or because they feel they have been cheated. A poll shows a high percentage of cancellations.</p><p>Of the more than 3,000 respondents, most have cancelled their orders, and a few have yet to make a decision. Rivian revealed late last year that more than 70,000 people had pre-ordered the R1T electric pickup truck and R1S electric SUV.</p><p>For this price increase, Rivian gave reasons: inflation and rising material costs. But many frustrated bookers say that if that were the case, the price increase would be minimal and gradual. Therefore, many people suspect that the real reason for the price increase is that while increasing production, Rivian cannot obtain the highest enough profit margin, so it passes on costs to customers.</p><p>According to industry insiders, it is indeed frustrating to raise prices for pre-order users, but this may be the only way for Rivian to survive. And, even if most pre-orders cancel their orders, there may still be about 10,000 people willing to buy, which should be enough to get Rivian into mass production and gradually reduce costs. Eventually, Rivian has the potential to reach a wider range of customers by launching the lower-priced R1T and R1S in 2023-2024.</p><p>Rivian, known as the \"Tesla killer\", was founded in 2009 and received initial investment from Amazon that year. At the time, Rivian was valued at just $1 billion to $2 billion. Since then, Amazon has continuously invested in Rivian's multiple rounds of financing.</p><p></body></html></p>","source":"lsy1635144614083","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>After \"Tesla Killer\" announced price increase, pre-order users canceled orders</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\">\nAfter \"Tesla Killer\" announced price increase, pre-order users canceled orders\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪科技</strong><span class=\"h-time small\">2022-03-03 18:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On the afternoon of March 3, Beijing time, it was reported that a poll showed that buyers were canceling reservations at a \"shocking\" rate after American electric vehicle startup Rivian significantly raised product prices.</p><p>Rivian announced yesterday that the prices of its electric vehicle products will increase significantly, with some models increasing by more than $12,000, and some even reaching $20,000. To make matters worse, the price hike also applies to buyers who have already booked a few years ago, much to their dissatisfaction.</p><p>Some buyers have said on forums and social media that they will cancel their orders either because they don't want to pay a higher price or because they feel they have been cheated. A poll shows a high percentage of cancellations.</p><p>Of the more than 3,000 respondents, most have cancelled their orders, and a few have yet to make a decision. Rivian revealed late last year that more than 70,000 people had pre-ordered the R1T electric pickup truck and R1S electric SUV.</p><p>For this price increase, Rivian gave reasons: inflation and rising material costs. But many frustrated bookers say that if that were the case, the price increase would be minimal and gradual. Therefore, many people suspect that the real reason for the price increase is that while increasing production, Rivian cannot obtain the highest enough profit margin, so it passes on costs to customers.</p><p>According to industry insiders, it is indeed frustrating to raise prices for pre-order users, but this may be the only way for Rivian to survive. And, even if most pre-orders cancel their orders, there may still be about 10,000 people willing to buy, which should be enough to get Rivian into mass production and gradually reduce costs. Eventually, Rivian has the potential to reach a wider range of customers by launching the lower-priced R1T and R1S in 2023-2024.</p><p>Rivian, known as the \"Tesla killer\", was founded in 2009 and received initial investment from Amazon that year. At the time, Rivian was valued at just $1 billion to $2 billion. Since then, Amazon has continuously invested in Rivian's multiple rounds of financing.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/tech/2022-03-03/doc-imcwipih6425622.shtml\">新浪科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37d8ba54faa1a9d08aed79d6e8240d1f","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://finance.sina.com.cn/tech/2022-03-03/doc-imcwipih6425622.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101023228","content_text":"北京时间3月3日下午消息，据报道，一项民意调查显示，在美国电动汽车初创公司Rivian大幅提高产品价格后，买家正以“令人震惊”的速度取消预订。Rivian昨日宣布，旗下电动汽车产品将大幅涨价，一些配置的车型涨价幅度超过12000美元，有些甚至达到2万美元。更糟糕的是，此次涨价同样适用于几年前就已经预订的买家，这让他们非常不满。一些买家在论坛和社交媒体上表示，他们将取消订单，要么是不想支付更高的价格，要么是因为觉得自己被欺骗。一项民意调查显示，取消预订的比例很高。在3000多名受访者中，大多数人取消了他们的订单，还有一部分人尚未做出决定。Rivian去年年底曾透露，有超过7万人预订了R1T电动皮卡车和R1S电动SUV。对于此次涨价，Rivian给出的理由是：通货膨胀和材料成本上涨。但许多沮丧的预订者表示，如果真是这样，那么价格上涨的幅度会很少，而且会循序渐进。因此，许多人怀疑，涨价的真正原因是：在提高产量的同时，Rivian无法获得最够高的利润率，因此将成本转嫁给客户。有业内人士称，对预订用户涨价确实令人沮丧，但这可能是Rivian生存的唯一途径。而且，即使大多数预订者取消了订单，可能仍会有约1万人愿意购买，这应该足以让Rivian进行量产，并逐渐降低成本。最终，Rivian有可能在2023年至2024年推出价格更低的R1T和R1S，从而接触到更广泛的客户。Rivian被誉为“特斯拉杀手”，成立于2009 年，并在当年获得了额亚马逊的初期投资。当时，Rivian的估值仅为10亿美元至20亿美元。此后，亚马逊又连续投资了Rivian的多轮融资。","news_type":1,"symbols_score_info":{"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":2791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039702074,"gmtCreate":1646112242355,"gmtModify":1676534092865,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"💸","listText":"💸","text":"💸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039702074","repostId":"2216561194","repostType":4,"repost":{"id":"2216561194","kind":"highlight","weMediaInfo":{"introduction":"有品好玩的科技，一切与你有关","home_visible":1,"media_name":"品玩","id":"1086141561","head_image":"https://static.tigerbbs.com/b02e1edb8fd87972c9239aa3a01b9bc8"},"pubTimestamp":1646106078,"share":"https://ttm.financial/m/news/2216561194?lang=en_US&edition=fundamental","pubTime":"2022-03-01 11:41","market":"us","language":"zh","title":"Why did \"Blackberries\" become extinct?","url":"https://stock-news.laohu8.com/highlight/detail?id=2216561194","media":"品玩","summary":"对于这种曾经辉煌的品牌来讲，用“黑莓们”来形容或许最为贴切。为什么仅仅过了10多年，“黑莓们”就从大众视野中消失，给人一种濒临灭绝感，很少再听到这些品牌的声音？于是在当时环境下，黑莓也因“安全”闻名于世。三个最高层对于战略层面无法达成一致，也为黑莓的没落埋下了种子。而在一次非常重要的董事会上，Mike Lazaridis拿出带键盘的黑莓手机明确表示，自己并不认为没有键盘的黑莓手机能够成功。","content":"<p><html><head></head><body>Just when various manufacturers are taking advantage of the \"Golden March\" to launch new phones, the long-unseen<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>Mobile phones, a piece of news came out that is \"painless\" to the digital circle, announcing that it will take over TCL's continued research and development in 2020<a href=\"https://laohu8.com/S/BB\">Blackberry</a>OnwardMobilitzh, a manufacturer of mobile phone business, officially announced that it would stop the research and development of new BlackBerry products and abandon the mobile phone business.</p><p><img src=\"https://static.tigerbbs.com/8dab868dd50859e0c81bb49e2aa6defa\" tg-width=\"600\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>OnwardMobilitzh Statement</p><p>In other words, the development project of BlackBerry's full-keyboard 5G mobile phone after being \"taken over\" by OnwardMobilitzh has officially stopped. An era may have come to an end.</p><p>From the \"911 Incident\", which stood out among many feature machines and became a \"security benchmark\", to the suspension of development after changing hands several times, the fate of BlackBerry is embarrassing. But in fact, it is not only BlackBerry, but also Plam, which was very popular at the same time, and Symbian overlord at that time<a href=\"https://laohu8.com/S/NOK\">Nokia</a>These brands that were sought after by thousands of people in those days are all doomed.</p><p>For this once glorious brand, \"BlackBerries\" may be the most appropriate term to describe it.</p><p>Why did \"Blackberries\" disappear from the public eye after just over 10 years, giving people a sense of endangered extinction, and the voices of these brands are rarely heard again?</p><p><img src=\"https://static.tigerbbs.com/101628628e6c13378da77ea187c8c1ff\" tg-width=\"750\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>BlackBerry Priv with slider full keyboard Image source LU</p><p>Although I'm not a BBer, as a mobile phone player, whenever I hear BlackBerry, two words often come to mind, \"security\" and \"high-end business\".</p><p>When the \"9/11 Incident\" occurred in 2003, because the incident occurred in a densely populated area, everyone used their mobile phones to seek contact with the outside world after the incident. As a result, although there was a signal, the channel was crowded and the message was blocked, which made most of the communication equipment in the United States almost semi-paralyzed.</p><p>In this case, because the BlackBerry mobile phone with BES/BIS service has an independent channel, it can still contact the outside world even when the public channel is blocked, so that it can send and receive real-time messages. This incident made BlackBerry quickly out of the circle, coupled with the frequent exposure of senior \"berry fans\": Obama, David Beckham and other dignitaries and celebrities, this phone also became popular among the masses. Before the rise of all kinds of communication software, BlackBerry's unique BES/BIS service can actively PUSH emails to personal BlackBerry devices with low latency and efficiency, thus gaining unanimous recognition from business people.</p><p>(P.S. Early emails could not be actively pushed to users' mobile devices, and the devices needed to actively refresh their mailboxes every once in a while to achieve the purpose of obtaining emails, while BlackBerry's BES/BIS could, so this was the main reason why it was favored by business people in that era.)</p><p><img src=\"https://static.tigerbbs.com/cbd623561710fb5633805e4c2f2b3cbd\" tg-width=\"750\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Blackberry 7100i & 8707Credit LU</p><p>In addition, whether it is BIS or BES, the published information needs to be fully encrypted in the server. So in the environment at that time, BlackBerry was also famous for its \"security\". From the government to the people, this mobile phone with almost only one color and full keyboard as standard has achieved unprecedented success.</p><p>The iPhone was born in 2007, but it had little impact on BlackBerry at that time. BlackBerry still ranked at the forefront of the list with a high market share, and what led to BlackBerry's fiasco was actually inseparable from its own internal management team.</p><p><h2>Internal worries are actually the \"main cause\"</h2>When faced with such great changes in the outside world, RIM, which has released many BlackBerry phones, can only be described as \"chaotic\".</p><p>Among them, the \"culprits\" that caused the company's demise were BlackBerry's two co-CEOs: Mike Lazaridis and Jim Balsillie.</p><p>Among them, Mike Lazaridis is responsible for engineering, product management and supply chain, while Jim Balsillie is responsible for sales, finance and other enterprise functions. The two cooperate with each other and work together.</p><p>Although this distribution method can improve efficiency, it will also lead to a series of problems. For example, the subordinate team departments of the two CEOs have disagreements and cannot establish an accountability system. This phenomenon of mutual blame directly leads to the slowdown of the company's development of new products and has an impact on the company's \"strategic decision-making\".</p><p>The conceptual issues between the founders also directly affect the company's major decisions. For example, Jim Balsillie once put forward a bold proposal: let BlackBerry Messenger (BBM), the instant messaging software in BlackBerry mobile phones, support cross-platform services to replace the current short message sending system (SMS) in mobile phones.</p><p>Although instant messaging software can be seen everywhere now, and cross-platform is reasonable (iMessage is talking about you), this plan was directly denied by the new CEO Thorsten Heins, who was supported by another founder Mike Lazaridis at the time.</p><p><img src=\"https://static.tigerbbs.com/72a43ec5a0226dcf6be2907afa8008a8\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>From left to right, BlackBerry executives are : Jim Balsillie, Mike Lazaridis, Thorsten Heins</p><p>Until the rise of iOS and Android, instant messaging software such as Kik and WhatsApp sprung up, which made BlackBerry realize that \"timely communication\" is the general direction of the future. At this time, Jim Balsillie suddenly woke up and began to promote to operators that BlackBerry's BBM could be used as an enhanced version of SMS, and RIM shared profits with operators (and wanted money).</p><p>However, internal Thorsten Heins and his team have always been skeptical about this plan, and although Mike Lazaridis supports it, he is worried about the cost and risk... The three highest levels can't reach an agreement on the strategic level, which also laid the seeds for the decline of BlackBerry.</p><p>Soon after, Jim Balsillie left directly because the company finally decided to cancel BBM's cross-platform strategy after a \"careful\" decision.</p><p>Not only can there be no agreement on software development, but several executives are also opposing other aspects of the company.</p><p>After the failure of the tablet project PlayBook and the extension of the development cycle of the new system BlackBerry OS 10, there was controversy within the company about how to present BlackBerry OS 10: the originally planned strategy was to release the touch-screen version of the system first because it was equipped with BlackBerry OS 7. Sales of full-keyboard BlackBerry devices are clearly showing a downward trend. Mike Lazaridis believes that the company should give priority to launching the keyboard version of BlackBerry OS 10 to quickly recover the lost die-hard BlackBerry fans.</p><p><img src=\"https://static.tigerbbs.com/f46a7e47ab65e643190f2d059769d973\" tg-width=\"750\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The tablet device in the upper right corner is the failed Playbook. Image source LU</p><p>\"It's what we survive, our signature device, the keyboard is one of the reasons they bought BlackBerry.\" Mike Lazaridis told an executive at the company.</p><p>But Thorsten Heins'new management team is tough: \"Full touch is the market trend\".</p><p>Giving up its own advantages and directly producing touch-screen mobile phones, the development team behind this Z10, which has high hopes, can't apply the essence accumulated by BlackBerry mobile phones to new products. The compatibility problems with old devices and the unfriendliness of new devices to third-party developers have led to the delay in keeping up with the third-party applications of BlackBerry OS 10, and the software ecological development of BlackBerry's new system has become extremely difficult.</p><p>At a very important board meeting, Mike Lazaridis took out a BlackBerry with a keyboard and made it clear that he didn't think a BlackBerry without a keyboard could succeed.</p><p><img src=\"https://static.tigerbbs.com/7fcaff9f4776562ea2132a355a10011e\" tg-width=\"750\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>BlackBerry's first full touch device Z10 Image source LU</p><p>Mike Lazaridis warned directors that it was a major mistake to switch from a product well used by enterprise customers to entering the highly competitive full-touch smartphone market. At the time when iPhone and Android Phone gradually became mainstream models, this view was no different from directly announcing that the brand had begun to decline.</p><p>In 2015, BlackBerry switched to Android in desperation. Although some Android phones with both touch screens and full keyboards have been launched later, the general trend has finally been set.</p><p><img src=\"https://static.tigerbbs.com/9eb3bb6b78434ab7047f79bff53d0e94\" tg-width=\"750\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>KEY TWO and KEY ONE manufactured by TCLCredit LU</p><p><b>From beginning to end, BlackBerry's \"turning a blind eye and self-admiration\" is one of the reasons for its rapid decline.</b></p><p><h2>\"iPhone\" killers</h2>The emergence of iOS and Android is like a \"catalyst for decline\". The arrival of a \"new era\" of smartphones led by iPhone and Android phones only accelerated their demise for mobile phone brands that could \"survive\" at that time. But for a brand like BlackBerry, which still had a high market share at that time, it was not without opportunities.</p><p>At the beginning of the iPhone release, Verizon, a telecom operator, approached RIM, hoping to produce an \"iPhone killer\" product, which directly led to the emergence of BlackBerry Storm 9500, the most wonderful touch phone in BlackBerry history. At that time, BlackBerry thought that users would miss the touch of physical buttons when typing on the touch screen, and made a floating screen that could be pressed down on the whole screen. In addition, limited by CPU performance and a large number of bugs caused by BlackBerry OS6, which temporarily added touch functions, the BlackBerry Storm 9500 was quickly dumped by the iPhone and even the taillights were invisible.</p><p>However, at that time, BlackBerry was in a state of rapid expansion, and the iPhone did not pose a substantial threat to BlackBerry. BlackBerry was still in a state of \"resting on its laurels\" from top to bottom. Even though BlackBerry's software development platform had lagged far behind iOS and Android at that time, they could still say that \"iPhone doesn't seem to pose a threat to RIM, because RIM's most loyal customers are enterprises and governments. Once RIM solves the technical problems, these users will continue to be optimistic about RIM\". This kind of words.</p><p>If BlackBerry was regarded as \"self-death\" at that time, then Palm at that time could be \"compared\", and it could not escape the bad luck of being eliminated in the end.</p><p>After Palm was released in 1995, it quickly occupied the market with its fast and convenient input method, strong multimedia performance and communication capabilities. This \"handheld computer\" on the Palm quickly became popular. In addition, in addition to its own hardware equipment, it also authorized Palm OS externally.</p><p>It has extremely high integration capabilities and has<a href=\"https://laohu8.com/S/DLX\">Luxurious</a>The authorized team, it stands to reason that the brand development should be in full swing, but it backfired. In the 2003-2006 period, Plam adjusted the business structure and products of the company behind it too frequently, and the American equipment provider 3Com refused to let Palm operate independently. Internal friction problems disrupted the business direction, etc., which caused Palm OS, the core part of Palm ecosystem, to fall into a stagnation in development, and PDA products and their lives to die.</p><p>The Palm Pre smartphone \"Dianjinshi\" launched by Palm in 2009 was once regarded as the most powerful competitor of the iPhone with its sleek appearance, hidden full keyboard design and new webOS. Although webOS saved power smoothly, it lacked rich software support and hardware configuration that adapted to the general trend of entertainment at that time. Unfortunately, Palm Pre didn't occupy the same, and the business problems faced at that time, as well as the product update and system maintenance after several \"changing hands\".</p><p><img src=\"https://static.tigerbbs.com/4fa51242e65f3f9bc2d6f0ce177bd09a\" tg-width=\"750\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Palm Veer 4G is already a product of HP's acquisition. Image source LU</p><p><h2>Change the track</h2>Although BlackBerry's mobile phone business has come to an end for various reasons, QNX, which was acquired by mistake before, has enabled \"BlackBerry\" to revive its strength in the automotive field.</p><p><img src=\"https://static.tigerbbs.com/c358c1b9cb616834f98b28107762fd76\" tg-width=\"750\" tg-height=\"456\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>BlackBerry QNX</p><p>Simply put, QNX system is a microkernel design, which can isolate each component to run outside the kernel space. Even if some components are ineffective, the whole system can still run normally. In addition, the system also adopts an open cooperation mode similar to Android, which supports personalized customization. In addition, BlackBerry has unparalleled \"advantages\" of other manufacturers in the field of \"security\", which has a great situation of \"turning Gan Kun around\".</p><p>And smart cars are a new \"blue ocean\".</p><p>Perhaps even BlackBerry itself didn't expect that this company, which was the first to engage in industrial control research and development, \"backfired\" and made a breakthrough in the automotive field after experiencing the decline of mobile phones and tablets.</p><p>According to Strategy Analytics statistics, more than 195 million vehicles have been equipped with BlackBerry QNX software, an increase of 20 million vehicles compared to 2020, achieving large growth for six consecutive years. In addition, according to the financial report for the first quarter of 2022, BlackBerry QNX's revenue It was US $490 million, an increase of 9%.</p><p><img src=\"https://static.tigerbbs.com/7351142765eff91f5ef0b359e7b61aa4\" tg-width=\"750\" tg-height=\"641\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>I didn't expect there to be so many brands equipped with QNX system. Image source: BerryLINK</p><p>Although BlackBerry has been \"extinct\", BlackBerry QNX has been developed. In the final analysis, it still needs to have core competitiveness that others can't steal, and \"security\" is BlackBerry's biggest magic weapon.</p><p>But for Palm and<a href=\"https://laohu8.com/S/0HAF.UK\">Nokia</a>For these companies with few core competitiveness, it is only a matter of time before they are eliminated.</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>Why did \"Blackberries\" become extinct?</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\">\nWhy did \"Blackberries\" become extinct?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086141561\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b02e1edb8fd87972c9239aa3a01b9bc8);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">品玩 </p>\n<p class=\"h-time smaller\">2022-03-01 11:41</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Just when various manufacturers are taking advantage of the \"Golden March\" to launch new phones, the long-unseen<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>Mobile phones, a piece of news came out that is \"painless\" to the digital circle, announcing that it will take over TCL's continued research and development in 2020<a href=\"https://laohu8.com/S/BB\">Blackberry</a>OnwardMobilitzh, a manufacturer of mobile phone business, officially announced that it would stop the research and development of new BlackBerry products and abandon the mobile phone business.</p><p><img src=\"https://static.tigerbbs.com/8dab868dd50859e0c81bb49e2aa6defa\" tg-width=\"600\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>OnwardMobilitzh Statement</p><p>In other words, the development project of BlackBerry's full-keyboard 5G mobile phone after being \"taken over\" by OnwardMobilitzh has officially stopped. An era may have come to an end.</p><p>From the \"911 Incident\", which stood out among many feature machines and became a \"security benchmark\", to the suspension of development after changing hands several times, the fate of BlackBerry is embarrassing. But in fact, it is not only BlackBerry, but also Plam, which was very popular at the same time, and Symbian overlord at that time<a href=\"https://laohu8.com/S/NOK\">Nokia</a>These brands that were sought after by thousands of people in those days are all doomed.</p><p>For this once glorious brand, \"BlackBerries\" may be the most appropriate term to describe it.</p><p>Why did \"Blackberries\" disappear from the public eye after just over 10 years, giving people a sense of endangered extinction, and the voices of these brands are rarely heard again?</p><p><img src=\"https://static.tigerbbs.com/101628628e6c13378da77ea187c8c1ff\" tg-width=\"750\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>BlackBerry Priv with slider full keyboard Image source LU</p><p>Although I'm not a BBer, as a mobile phone player, whenever I hear BlackBerry, two words often come to mind, \"security\" and \"high-end business\".</p><p>When the \"9/11 Incident\" occurred in 2003, because the incident occurred in a densely populated area, everyone used their mobile phones to seek contact with the outside world after the incident. As a result, although there was a signal, the channel was crowded and the message was blocked, which made most of the communication equipment in the United States almost semi-paralyzed.</p><p>In this case, because the BlackBerry mobile phone with BES/BIS service has an independent channel, it can still contact the outside world even when the public channel is blocked, so that it can send and receive real-time messages. This incident made BlackBerry quickly out of the circle, coupled with the frequent exposure of senior \"berry fans\": Obama, David Beckham and other dignitaries and celebrities, this phone also became popular among the masses. Before the rise of all kinds of communication software, BlackBerry's unique BES/BIS service can actively PUSH emails to personal BlackBerry devices with low latency and efficiency, thus gaining unanimous recognition from business people.</p><p>(P.S. Early emails could not be actively pushed to users' mobile devices, and the devices needed to actively refresh their mailboxes every once in a while to achieve the purpose of obtaining emails, while BlackBerry's BES/BIS could, so this was the main reason why it was favored by business people in that era.)</p><p><img src=\"https://static.tigerbbs.com/cbd623561710fb5633805e4c2f2b3cbd\" tg-width=\"750\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Blackberry 7100i & 8707Credit LU</p><p>In addition, whether it is BIS or BES, the published information needs to be fully encrypted in the server. So in the environment at that time, BlackBerry was also famous for its \"security\". From the government to the people, this mobile phone with almost only one color and full keyboard as standard has achieved unprecedented success.</p><p>The iPhone was born in 2007, but it had little impact on BlackBerry at that time. BlackBerry still ranked at the forefront of the list with a high market share, and what led to BlackBerry's fiasco was actually inseparable from its own internal management team.</p><p><h2>Internal worries are actually the \"main cause\"</h2>When faced with such great changes in the outside world, RIM, which has released many BlackBerry phones, can only be described as \"chaotic\".</p><p>Among them, the \"culprits\" that caused the company's demise were BlackBerry's two co-CEOs: Mike Lazaridis and Jim Balsillie.</p><p>Among them, Mike Lazaridis is responsible for engineering, product management and supply chain, while Jim Balsillie is responsible for sales, finance and other enterprise functions. The two cooperate with each other and work together.</p><p>Although this distribution method can improve efficiency, it will also lead to a series of problems. For example, the subordinate team departments of the two CEOs have disagreements and cannot establish an accountability system. This phenomenon of mutual blame directly leads to the slowdown of the company's development of new products and has an impact on the company's \"strategic decision-making\".</p><p>The conceptual issues between the founders also directly affect the company's major decisions. For example, Jim Balsillie once put forward a bold proposal: let BlackBerry Messenger (BBM), the instant messaging software in BlackBerry mobile phones, support cross-platform services to replace the current short message sending system (SMS) in mobile phones.</p><p>Although instant messaging software can be seen everywhere now, and cross-platform is reasonable (iMessage is talking about you), this plan was directly denied by the new CEO Thorsten Heins, who was supported by another founder Mike Lazaridis at the time.</p><p><img src=\"https://static.tigerbbs.com/72a43ec5a0226dcf6be2907afa8008a8\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>From left to right, BlackBerry executives are : Jim Balsillie, Mike Lazaridis, Thorsten Heins</p><p>Until the rise of iOS and Android, instant messaging software such as Kik and WhatsApp sprung up, which made BlackBerry realize that \"timely communication\" is the general direction of the future. At this time, Jim Balsillie suddenly woke up and began to promote to operators that BlackBerry's BBM could be used as an enhanced version of SMS, and RIM shared profits with operators (and wanted money).</p><p>However, internal Thorsten Heins and his team have always been skeptical about this plan, and although Mike Lazaridis supports it, he is worried about the cost and risk... The three highest levels can't reach an agreement on the strategic level, which also laid the seeds for the decline of BlackBerry.</p><p>Soon after, Jim Balsillie left directly because the company finally decided to cancel BBM's cross-platform strategy after a \"careful\" decision.</p><p>Not only can there be no agreement on software development, but several executives are also opposing other aspects of the company.</p><p>After the failure of the tablet project PlayBook and the extension of the development cycle of the new system BlackBerry OS 10, there was controversy within the company about how to present BlackBerry OS 10: the originally planned strategy was to release the touch-screen version of the system first because it was equipped with BlackBerry OS 7. Sales of full-keyboard BlackBerry devices are clearly showing a downward trend. Mike Lazaridis believes that the company should give priority to launching the keyboard version of BlackBerry OS 10 to quickly recover the lost die-hard BlackBerry fans.</p><p><img src=\"https://static.tigerbbs.com/f46a7e47ab65e643190f2d059769d973\" tg-width=\"750\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The tablet device in the upper right corner is the failed Playbook. Image source LU</p><p>\"It's what we survive, our signature device, the keyboard is one of the reasons they bought BlackBerry.\" Mike Lazaridis told an executive at the company.</p><p>But Thorsten Heins'new management team is tough: \"Full touch is the market trend\".</p><p>Giving up its own advantages and directly producing touch-screen mobile phones, the development team behind this Z10, which has high hopes, can't apply the essence accumulated by BlackBerry mobile phones to new products. The compatibility problems with old devices and the unfriendliness of new devices to third-party developers have led to the delay in keeping up with the third-party applications of BlackBerry OS 10, and the software ecological development of BlackBerry's new system has become extremely difficult.</p><p>At a very important board meeting, Mike Lazaridis took out a BlackBerry with a keyboard and made it clear that he didn't think a BlackBerry without a keyboard could succeed.</p><p><img src=\"https://static.tigerbbs.com/7fcaff9f4776562ea2132a355a10011e\" tg-width=\"750\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>BlackBerry's first full touch device Z10 Image source LU</p><p>Mike Lazaridis warned directors that it was a major mistake to switch from a product well used by enterprise customers to entering the highly competitive full-touch smartphone market. At the time when iPhone and Android Phone gradually became mainstream models, this view was no different from directly announcing that the brand had begun to decline.</p><p>In 2015, BlackBerry switched to Android in desperation. Although some Android phones with both touch screens and full keyboards have been launched later, the general trend has finally been set.</p><p><img src=\"https://static.tigerbbs.com/9eb3bb6b78434ab7047f79bff53d0e94\" tg-width=\"750\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>KEY TWO and KEY ONE manufactured by TCLCredit LU</p><p><b>From beginning to end, BlackBerry's \"turning a blind eye and self-admiration\" is one of the reasons for its rapid decline.</b></p><p><h2>\"iPhone\" killers</h2>The emergence of iOS and Android is like a \"catalyst for decline\". The arrival of a \"new era\" of smartphones led by iPhone and Android phones only accelerated their demise for mobile phone brands that could \"survive\" at that time. But for a brand like BlackBerry, which still had a high market share at that time, it was not without opportunities.</p><p>At the beginning of the iPhone release, Verizon, a telecom operator, approached RIM, hoping to produce an \"iPhone killer\" product, which directly led to the emergence of BlackBerry Storm 9500, the most wonderful touch phone in BlackBerry history. At that time, BlackBerry thought that users would miss the touch of physical buttons when typing on the touch screen, and made a floating screen that could be pressed down on the whole screen. In addition, limited by CPU performance and a large number of bugs caused by BlackBerry OS6, which temporarily added touch functions, the BlackBerry Storm 9500 was quickly dumped by the iPhone and even the taillights were invisible.</p><p>However, at that time, BlackBerry was in a state of rapid expansion, and the iPhone did not pose a substantial threat to BlackBerry. BlackBerry was still in a state of \"resting on its laurels\" from top to bottom. Even though BlackBerry's software development platform had lagged far behind iOS and Android at that time, they could still say that \"iPhone doesn't seem to pose a threat to RIM, because RIM's most loyal customers are enterprises and governments. Once RIM solves the technical problems, these users will continue to be optimistic about RIM\". This kind of words.</p><p>If BlackBerry was regarded as \"self-death\" at that time, then Palm at that time could be \"compared\", and it could not escape the bad luck of being eliminated in the end.</p><p>After Palm was released in 1995, it quickly occupied the market with its fast and convenient input method, strong multimedia performance and communication capabilities. This \"handheld computer\" on the Palm quickly became popular. In addition, in addition to its own hardware equipment, it also authorized Palm OS externally.</p><p>It has extremely high integration capabilities and has<a href=\"https://laohu8.com/S/DLX\">Luxurious</a>The authorized team, it stands to reason that the brand development should be in full swing, but it backfired. In the 2003-2006 period, Plam adjusted the business structure and products of the company behind it too frequently, and the American equipment provider 3Com refused to let Palm operate independently. Internal friction problems disrupted the business direction, etc., which caused Palm OS, the core part of Palm ecosystem, to fall into a stagnation in development, and PDA products and their lives to die.</p><p>The Palm Pre smartphone \"Dianjinshi\" launched by Palm in 2009 was once regarded as the most powerful competitor of the iPhone with its sleek appearance, hidden full keyboard design and new webOS. Although webOS saved power smoothly, it lacked rich software support and hardware configuration that adapted to the general trend of entertainment at that time. Unfortunately, Palm Pre didn't occupy the same, and the business problems faced at that time, as well as the product update and system maintenance after several \"changing hands\".</p><p><img src=\"https://static.tigerbbs.com/4fa51242e65f3f9bc2d6f0ce177bd09a\" tg-width=\"750\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Palm Veer 4G is already a product of HP's acquisition. Image source LU</p><p><h2>Change the track</h2>Although BlackBerry's mobile phone business has come to an end for various reasons, QNX, which was acquired by mistake before, has enabled \"BlackBerry\" to revive its strength in the automotive field.</p><p><img src=\"https://static.tigerbbs.com/c358c1b9cb616834f98b28107762fd76\" tg-width=\"750\" tg-height=\"456\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>BlackBerry QNX</p><p>Simply put, QNX system is a microkernel design, which can isolate each component to run outside the kernel space. Even if some components are ineffective, the whole system can still run normally. In addition, the system also adopts an open cooperation mode similar to Android, which supports personalized customization. In addition, BlackBerry has unparalleled \"advantages\" of other manufacturers in the field of \"security\", which has a great situation of \"turning Gan Kun around\".</p><p>And smart cars are a new \"blue ocean\".</p><p>Perhaps even BlackBerry itself didn't expect that this company, which was the first to engage in industrial control research and development, \"backfired\" and made a breakthrough in the automotive field after experiencing the decline of mobile phones and tablets.</p><p>According to Strategy Analytics statistics, more than 195 million vehicles have been equipped with BlackBerry QNX software, an increase of 20 million vehicles compared to 2020, achieving large growth for six consecutive years. In addition, according to the financial report for the first quarter of 2022, BlackBerry QNX's revenue It was US $490 million, an increase of 9%.</p><p><img src=\"https://static.tigerbbs.com/7351142765eff91f5ef0b359e7b61aa4\" tg-width=\"750\" tg-height=\"641\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>I didn't expect there to be so many brands equipped with QNX system. Image source: BerryLINK</p><p>Although BlackBerry has been \"extinct\", BlackBerry QNX has been developed. In the final analysis, it still needs to have core competitiveness that others can't steal, and \"security\" is BlackBerry's biggest magic weapon.</p><p>But for Palm and<a href=\"https://laohu8.com/S/0HAF.UK\">Nokia</a>For these companies with few core competitiveness, it is only a matter of time before they are eliminated.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/40df9c89a6edbdf3e361bb38a1a2d9e0","relate_stocks":{"BB":"黑莓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2216561194","content_text":"就在各家厂商都趁着“黄金三月”推出新机时，久未露面的黑莓手机，传出来了一条对于数码圈来讲“不痛不痒”的新闻，宣布在2020年接替TCL的继续研发黑莓手机业务的厂商OnwardMobilitzh正式对外宣布：停止黑莓新产品研发，并放弃手机业务。OnwardMobilitzh声明换句话说，被OnwardMobilitzh“接盘”后的黑莓全键盘5G手机的开发项目正式停止。一个时代，或许落下了帷幕。从“911事件”在一众功能机中脱颖而出成为“安全标杆”，到几经易手后停止开发，黑莓的命运让人唏嘘不已。但实际上不止黑莓，同时代红极一时的Plam以及当年的塞班霸主诺基亚，这些当年被万人追捧的品牌全都在劫难逃。对于这种曾经辉煌的品牌来讲，用“黑莓们”来形容或许最为贴切。为什么仅仅过了10多年，“黑莓们”就从大众视野中消失，给人一种濒临灭绝感，很少再听到这些品牌的声音？滑盖全键盘的 BlackBerry Priv 图片来源LU虽然我不是一名BBer，但是作为一名手机玩家，只要听到黑莓手机，往往脑海中就会出现两个词，“安全”和“商务高端”。2003年的“911事件”发生时，由于事件发生在人口高密集区域，大家都在事件发生后使用手机寻求与外界的联系，造成虽然有信号，但是信道被挤占导致消息堵塞的情况，这让大半个美国的通信设备几乎都处于半瘫痪状态。在这个情况下，开通了BES/BIS服务的黑莓手机由于拥有独立的信道，在公共信道堵塞的情况下，依旧可以和外界进行联系，从而才得以收发实时消息。这件事儿让黑莓迅速出圈，再加上资深“莓粉”：奥巴马、贝克汉姆等政要、明星的频繁曝光，也让这款手机在群众之间流行开来。在各类通信软件还没有崛起时，黑莓独有的BES/BIS服务能够低延迟、高效的主动PUSH邮件到个人的黑莓设备中，从而获得了商务人士的一致认可。（P.S.早期的邮件是无法主动推送至用户的移动设备上的，需要设备主动的每隔一段时间刷新邮箱达到获取邮件的目的，而黑莓的BES/BIS可以，所以这是它在那个时代被商务人士青睐的主要原因。）Blackberry 7100i&8707 图片来源LU此外不管是BIS还是BES，在发布出去的信息都需要在服务器中进行全通道加密。于是在当时环境下，黑莓也因“安全”闻名于世。从政府到民众，这种几乎只有一个颜色，标配全键盘的手机获得了空前的成功。2007年iPhone横空出世，但这对当时的黑莓来说影响并不大，黑莓仍然以高市场占有率稳居排行榜前列，而导致黑莓惨败的，其实和内部自身的管理团队有脱离不了干系。内忧其实是“主因”当面对外界变化如此之大的环境，这家发布过多款黑莓手机的RIM公司内部只可以用“混乱”来形容。其中足以致使公司灭亡的“罪魁祸首”，是黑莓的两位联席CEO：Mike Lazaridis和Jim Balsillie。其中Mike Lazaridis负责工程、产品管理和供应链，而Jim Balsillie负责销售、财务和其他企业功能，两人相互配合，共同协作。这种分配方式虽然能够提升效率，但也会导致一系列的问题。比如两位CEO的下属团队部门就出现了不合现象，无法建立问责制度，这种互相甩锅的现象直接导致了公司开发新品速度变慢，并对公司的“战略决策”产生影响。而创始人之间的理念问题也直接影响了公司的重大决策，比如Jim Balsillie曾经提出了一项大胆建议：让黑莓手机中的即时通讯软件BlackBerry Messenger（简称BBM）支持跨平台服务，以替代现在手机中的短信发送系统（简称SMS）。虽然现在即时通讯软件随处可见，跨平台也是情理之中（iMessage说的就是你），但是这项计划直接在当时被另一位创始人Mike Lazaridis支持的新CEO Thorsten Heins直接否定了。黑莓高层人员 从左至右分别是：Jim Balsillie、Mike Lazaridis、Thorsten Heins直到iOS和Android的崛起，让Kik、WhatsApp等即时通讯软件如雨后春笋般的涌现，这让黑莓意识到“及时通信”才是未来大方向。此时Jim Balsillie才幡然醒悟，开始向运营商宣传可以用黑莓旗下的BBM作为短信增强版本，RIM与运营商进行利润分成（还想着要钱）。不过内部的Thorsten Heins和他的团队对这项计划始终抱怀疑态度，而Mike Lazaridis虽然支持，但又担心成本和风险……三个最高层对于战略层面无法达成一致，也为黑莓的没落埋下了种子。而不久之后，Jim Balsillie直接离职，原因是最终公司经过“慎重”决定，还是取消了BBM的跨平台战略。不仅在软件开发上无法达成一致，几个高管在公司其他方面也处处作对。平板项目PlayBook的失利，新系统BlackBerry OS 10的开发周期延长后，公司内部又对于如何呈现BlackBerry OS 10起了争议：本来计划好的策略是先发布该系统的触屏版本，原因是搭载BlackBerry OS 7的全键盘黑莓设备销售明显呈现下滑趋势，Mike Lazaridis认为，公司应该优先推出BlackBerry OS 10的键盘版本，快速挽回已经失去的黑莓铁杆粉丝。右上角的平板设备就是失败的Playbook 图片来源LU“这是我们的生存之本，我们的标志性设备，键盘是他们购买黑莓的原因之一。”Mike Lazaridis告诉该公司的一位高管。但Thorsten Heins的新管理团队态度强硬：“全触控是市场趋势”。放弃自身优势，直接出触屏手机，这款被给予厚望的Z10背后开发团队并不能把黑莓手机积累的精髓运用到新产品上，与旧设备的兼容问题，新设备对第三方开发者的不友好都导致了BlackBerry OS 10的第三方应用迟迟无法跟上，黑莓新系统的软件生态发展变得异常艰辛。而在一次非常重要的董事会上，Mike Lazaridis拿出带键盘的黑莓手机明确表示，自己并不认为没有键盘的黑莓手机能够成功。黑莓第一款全触摸设备 Z10  图片来源LUMike Lazaridis警告董事们，从一款企业客户使用良好的产品转向杀入竞争激烈的全触控智能手机市场是一项重大失误，在以iPhone和Android Phone逐渐成为主流机型的时间节点上，这种观点和直接宣布品牌开始走下坡路没有区别。2015年黑莓在无奈情况下转投Android，虽然后续推出过一些既带有触屏又有全键盘的Android手机，但最终大势已定。TCL代工的KEY TWO和KEY ONE 图片来源LU自始至终，黑莓的“视而不见，孤芳自赏”才是导致其迅速没落的原因之一。“iPhone”杀手们iOS和Android的出现，就像是一针“没落催化剂”，以iPhone和Android手机引领的智能手机“新时代”降临，对当时可以用“苟延残喘”的手机品牌来讲，只加速了他们的灭亡而已。但对于像黑莓这样在当时占有率依旧很高的品牌来讲，并不是没有机会。就在iPhone发布之初，电信运营商Verizon就找到RIM公司，希望其出一款“iPhone杀手”产品，这直接导致了黑莓史上最奇葩的触摸手机BlackBerry Storm 9500应运而生，因为当时黑莓认为用户在触摸屏上打字时会怀念实体按键按下的触感，做出了一块整个屏幕都可以向下按动的悬浮式屏幕，它只是把实体全键盘作成了向下按动的触控按键，而不是iOS和Android操作系统那种以滑动为主的交互方式。另外受限于CPU性能以及临时增加触摸功能的BlackBerry OS6所导致的大量BUG，BlackBerry Storm 9500很快就被iPhone甩的连车尾灯都看不见了。不过当时黑莓处于迅速扩张状态，加之iPhone并没有对黑莓形成实质性威胁，黑莓自上而下依旧处于一种“故步自封”的状态，即使当时黑莓的软件开发平台已经大幅落后iOS和Android，他们仍然能说出“iPhone似乎不足以对RIM造成威胁，因为RIM最忠实的客户群是企业和政府，一旦RIM搞定了技术问题，这些用户将继续看好RIM”。这种话来。如果黑莓当时算是“自己作死”，那能够进行“相提并论”的还有当时的Palm，最终也逃不过被淘汰的厄运。Palm在1995年发布后，就凭借快速便捷的输入法、强劲的多媒体性能、通信能力迅速占领市场，这种手掌上的“掌上电脑”迅速走红，另外除了自己出硬件设备外，还对Palm OS进行对外授权。本身就有极高的整合能力，又有豪华的授权团队，按理说品牌发展应该如日中天，但事与愿违，在2003-2006阶段，Plam因为背后的公司业务架构、产品方面调整过于频繁，加之美国设备提供商3Com不肯让Palm独立运作，Palm内部因内耗问题扰乱了业务的方向等，这就让Palm生态的核心部分Palm OS陷入开发停滞，PDA产品以及寿终就寝。而Palm于2009年推出的Palm Pre智能手机“点金石”则凭借圆润的外观、隐藏式全键盘设计以及全新webOS迅速出圈，一度被认为是iPhone最有力竞争者，webOS虽然省电流畅，但缺少丰富的软件支持以及适应当时娱乐为大趋势的硬件配置，可惜的是，Palm Pre一样都没占据，而当时面临的经营问题，以及经过几次“转手”后产品更新和系统维护都没有一个“定数”，最终Palm也消失在了风中，留给我们的只剩下iPhone和Android手机中流畅细腻的多任务卡片动画效果。Palm Veer 4G 已经是HP收购后的产物了 图片来源LU换个赛道虽然黑莓手机因为种种原因，手机业务已经告一段落，但之前“阴差阳错”收购的QNX却让“黑莓”在汽车领域重振旗鼓。BlackBerry QNX简单来讲，QNX系统属于微内核设计，可以将各个组件隔离在内核空间外运行，即使一部分组件失去作用，但是整个系统仍然能正常运行。此外系统还采用了类似安卓的开放式合作方式，支持个性化定制，加上黑莓在“安全”领域内拥有其他厂商无可比拟的“优势”，大有“扭转乾坤”的局势。而智能汽车又是一片新“蓝海”。可能连黑莓自己也没想到，这家最早从事工业控制研发的公司，在经历了手机和平板电脑的衰败后，“事与愿违”在汽车领域闯出一片天地。根据Strategy Analytics统计，已经有超过1.95亿辆汽车搭载BlackBerry QNX软件，相比于2020年增长了2000万辆，连续6年实现了较大增长，另外根据2022年第一季度财报，BlackBerry QNX的营收为4.9亿美元，增幅达9%。搭载QNX系统的品牌，没想到有这么多吧 图片来源BerryLINK黑莓手机虽然已经“灭绝”，但BlackBerry QNX却得以发展，归根到底，还是要有别人无法窃取的核心竞争力，而“安全”就是黑莓最大的法宝。不过对于Palm和诺基亚这些鲜有核心竞争力的公司来讲，被淘汰也只是时间问题而已。","news_type":1,"symbols_score_info":{"BB":0.9}},"isVote":1,"tweetType":1,"viewCount":2871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039706217,"gmtCreate":1646112138257,"gmtModify":1676534092855,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"🏃🏽‍♂️","listText":"🏃🏽‍♂️","text":"🏃🏽‍♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039706217","repostId":"1146354762","repostType":4,"isVote":1,"tweetType":1,"viewCount":2925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039706134,"gmtCreate":1646112065469,"gmtModify":1676534092847,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"🤭","listText":"🤭","text":"🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039706134","repostId":"1187433198","repostType":4,"isVote":1,"tweetType":1,"viewCount":1688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039265794,"gmtCreate":1646055524611,"gmtModify":1676534086046,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"😰","listText":"😰","text":"😰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039265794","repostId":"2214528861","repostType":4,"repost":{"id":"2214528861","kind":"highlight","pubTimestamp":1646041324,"share":"https://ttm.financial/m/news/2214528861?lang=en_US&edition=fundamental","pubTime":"2022-02-28 17:42","market":"sh","language":"zh","title":"The \"financial nuclear bomb\" SWIFT bombed Russia and injured the whole world","url":"https://stock-news.laohu8.com/highlight/detail?id=2214528861","media":"华尔街见闻","summary":"美国通胀拐点难现，欧盟能源困境难解......对俄实施SWIFT制裁，或将对欧美等国经济造成反噬。2月26日，美国与欧盟委员会、法国、德国、意大利、英国和加拿大政府发表共同声明，宣布实施新一轮对俄制裁","content":"<p><html><head></head><body><b>The inflection point of U.S. inflation is difficult to reach, and the EU's energy dilemma is difficult to solve... The implementation of SWIFT sanctions on Russia may have a backlash on the economies of Europe, the United States and other countries.</b>On February 26, the governments of the United States, the European Commission, France, Germany, Italy, the United Kingdom and Canada issued a joint statement announcing the implementation of a new round of sanctions against Russia, including<b>Some Russian banks</b>Excluded from the SWIFT system.</p><p>As a \"nuclear weapon\" in the financial field, SWIFT system is an important medium for international financial transactions. If a country cannot participate in SWIFT, it will basically be impossible to conduct cross-border receipts and payments in US dollars and euros, and international trade and financial activities will be greatly hit.</p><p>However, once Russia is removed from SWIFT, Russia and even the global energy supply pattern will be greatly impacted.</p><p>In 2020, Russia's crude oil production accounted for 12.6% of the world's total, ranking second in the world, and its natural gas exports accounted for 16% of the world's total, ranking first in the world.</p><p><img src=\"https://static.tigerbbs.com/f1b47390c5d67e693d4be7075d401d3c\" tg-width=\"685\" tg-height=\"369\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/2f2681e06ac100dbd01ce5544948d9f6\" tg-width=\"431\" tg-height=\"316\" referrerpolicy=\"no-referrer\"/></p><p>Therefore, western countries were once divided on this. The United States and Germany were the latest to express their prohibition, France, Britain, Canada, Italy and other countries were more determined, while Cyprus and Hungary were more ambiguous.</p><p><a href=\"https://laohu8.com/S/000166\">Shenwan Hongyuan</a>Securities believes that because of Russia's pivotal position in energy supply, SWIFT sanctions are currently only imposed on \"some\" Russian banks. If Russia is completely eliminated, crude oil production will shrink sharply and oil prices will rise again. On the one hand, it will aggravate the \"stagflation\" pattern in the United States and may lead to the accelerated contraction of the Federal Reserve;</p><p>On the other hand, because the euro zone (especially Germany) is highly dependent on Russian oil and gas, if severe sanctions are imposed, household consumption will shrink and inflation will soar again, which will backlash the expected higher economic growth rate in Europe this year.</p><p><h2>United States: Energy export position may strengthen as inflation rises</h2>For the United States, sanctions against Russia may exacerbate stagflation on the one hand, but on the other hand, they may also strengthen its status as an energy exporter.</p><p><a href=\"https://laohu8.com/S/06806\">Shenwan Hongyuan</a>Securities pointed out that the United States has shown obvious economic \"stagflation\" characteristics in 2021. If Russia's crude oil output, the world's second largest oil producer, is hit, the overall CPI of the United States may continue to rise driven by energy prices, and may even aggravate Core CPI inflation soared due to insufficient recovery of industrial output.</p><p><b>As inflation continues to rise, the Federal Reserve may have to take more significant monetary tightening operations.</b></p><p>However, if Russian output drops sharply, it may also strengthen the market position of the United States in exporting energy to Europe.<b>In 2021, U.S. crude oil exports to Germany, France, Italy, Spain and the Netherlands accounted for more than 20% of total crude oil exports, while this figure was less than 5% in 2014.</b></p><p><img src=\"https://static.tigerbbs.com/87b691e88cbca2606b5004d97a786012\" tg-width=\"443\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p><h2>Eurozone: Highly dependent on Russian oil and gas, sanctions will cause household consumption to shrink</h2>Among the major developed economies, the euro zone has the highest dependence on Russian energy, and Germany imports the most Russian energy. Once Russia's SWIFT is cut off, Germany's energy supply may be endangered in the short term.</p><p><b>The euro zone imports 22.6% and 29.3% of crude oil and natural gas from Russia respectively</b>, in contrast,<a href=\"https://laohu8.com/S/USEG\">US Energy</a>Imports mainly depend on Canada, Britain mainly depends on Norway, and Japan mainly depends on the Middle East and Australia.</p><p>Judging from the country structure of Russia's crude oil and natural gas exports, Russia is shifting the focus of crude oil exports from European countries to China. In terms of natural gas, it exports more to Germany, which may be the main reason for Germany's early opposition.</p><p><img src=\"https://static.tigerbbs.com/8971cb07508ca6a8f734757d72af0199\" tg-width=\"448\" tg-height=\"319\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/5eb155fe15b2b36e4b3098d4ce3bfbcb\" tg-width=\"436\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Due to the strong resilience of industrial production and the relatively small fiscal and monetary stimulus, the rise in core inflation in the euro zone is significantly weaker than that in the United States, which would have made the euro zone the strongest performing among developed economies this year.</p><p>But,<b>As energy experiences a more severe price surge, the overall CPI in the euro zone has increased much higher than the core CPI since 2021, and the gap between the two has continued to widen and significantly exceeds the level of the United States.</b></p><p><img src=\"https://static.tigerbbs.com/954195765083caf833382827b8d301f5\" tg-width=\"680\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>This means that,<b>If Russia's oil and gas output is significantly restricted due to sanctions, then oil and gas prices related to the lives of euro zone residents will be the first to bear the brunt of a larger increase. This may directly erode the real purchasing power of euro zone residents, resulting in the euro zone 2022. The growth rate of household consumption declines, and real GDP growth may shrink.</b></p><p>At this point,<a href=\"https://laohu8.com/S/000166\">Shenwan Hongyuan</a>Securities believes that,<b>The degree of stagflation in the euro zone will intensify, which may trigger the European Central Bank's first early rate hike operation in ten years</b>。</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The \"financial nuclear bomb\" SWIFT bombed Russia and injured the whole world</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 \"financial nuclear bomb\" SWIFT bombed Russia and injured the whole world\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-02-28 17:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The inflection point of U.S. inflation is difficult to reach, and the EU's energy dilemma is difficult to solve... The implementation of SWIFT sanctions on Russia may have a backlash on the economies of Europe, the United States and other countries.</b>On February 26, the governments of the United States, the European Commission, France, Germany, Italy, the United Kingdom and Canada issued a joint statement announcing the implementation of a new round of sanctions against Russia, including<b>Some Russian banks</b>Excluded from the SWIFT system.</p><p>As a \"nuclear weapon\" in the financial field, SWIFT system is an important medium for international financial transactions. If a country cannot participate in SWIFT, it will basically be impossible to conduct cross-border receipts and payments in US dollars and euros, and international trade and financial activities will be greatly hit.</p><p>However, once Russia is removed from SWIFT, Russia and even the global energy supply pattern will be greatly impacted.</p><p>In 2020, Russia's crude oil production accounted for 12.6% of the world's total, ranking second in the world, and its natural gas exports accounted for 16% of the world's total, ranking first in the world.</p><p><img src=\"https://static.tigerbbs.com/f1b47390c5d67e693d4be7075d401d3c\" tg-width=\"685\" tg-height=\"369\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/2f2681e06ac100dbd01ce5544948d9f6\" tg-width=\"431\" tg-height=\"316\" referrerpolicy=\"no-referrer\"/></p><p>Therefore, western countries were once divided on this. The United States and Germany were the latest to express their prohibition, France, Britain, Canada, Italy and other countries were more determined, while Cyprus and Hungary were more ambiguous.</p><p><a href=\"https://laohu8.com/S/000166\">Shenwan Hongyuan</a>Securities believes that because of Russia's pivotal position in energy supply, SWIFT sanctions are currently only imposed on \"some\" Russian banks. If Russia is completely eliminated, crude oil production will shrink sharply and oil prices will rise again. On the one hand, it will aggravate the \"stagflation\" pattern in the United States and may lead to the accelerated contraction of the Federal Reserve;</p><p>On the other hand, because the euro zone (especially Germany) is highly dependent on Russian oil and gas, if severe sanctions are imposed, household consumption will shrink and inflation will soar again, which will backlash the expected higher economic growth rate in Europe this year.</p><p><h2>United States: Energy export position may strengthen as inflation rises</h2>For the United States, sanctions against Russia may exacerbate stagflation on the one hand, but on the other hand, they may also strengthen its status as an energy exporter.</p><p><a href=\"https://laohu8.com/S/06806\">Shenwan Hongyuan</a>Securities pointed out that the United States has shown obvious economic \"stagflation\" characteristics in 2021. If Russia's crude oil output, the world's second largest oil producer, is hit, the overall CPI of the United States may continue to rise driven by energy prices, and may even aggravate Core CPI inflation soared due to insufficient recovery of industrial output.</p><p><b>As inflation continues to rise, the Federal Reserve may have to take more significant monetary tightening operations.</b></p><p>However, if Russian output drops sharply, it may also strengthen the market position of the United States in exporting energy to Europe.<b>In 2021, U.S. crude oil exports to Germany, France, Italy, Spain and the Netherlands accounted for more than 20% of total crude oil exports, while this figure was less than 5% in 2014.</b></p><p><img src=\"https://static.tigerbbs.com/87b691e88cbca2606b5004d97a786012\" tg-width=\"443\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p><h2>Eurozone: Highly dependent on Russian oil and gas, sanctions will cause household consumption to shrink</h2>Among the major developed economies, the euro zone has the highest dependence on Russian energy, and Germany imports the most Russian energy. Once Russia's SWIFT is cut off, Germany's energy supply may be endangered in the short term.</p><p><b>The euro zone imports 22.6% and 29.3% of crude oil and natural gas from Russia respectively</b>, in contrast,<a href=\"https://laohu8.com/S/USEG\">US Energy</a>Imports mainly depend on Canada, Britain mainly depends on Norway, and Japan mainly depends on the Middle East and Australia.</p><p>Judging from the country structure of Russia's crude oil and natural gas exports, Russia is shifting the focus of crude oil exports from European countries to China. In terms of natural gas, it exports more to Germany, which may be the main reason for Germany's early opposition.</p><p><img src=\"https://static.tigerbbs.com/8971cb07508ca6a8f734757d72af0199\" tg-width=\"448\" tg-height=\"319\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/5eb155fe15b2b36e4b3098d4ce3bfbcb\" tg-width=\"436\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Due to the strong resilience of industrial production and the relatively small fiscal and monetary stimulus, the rise in core inflation in the euro zone is significantly weaker than that in the United States, which would have made the euro zone the strongest performing among developed economies this year.</p><p>But,<b>As energy experiences a more severe price surge, the overall CPI in the euro zone has increased much higher than the core CPI since 2021, and the gap between the two has continued to widen and significantly exceeds the level of the United States.</b></p><p><img src=\"https://static.tigerbbs.com/954195765083caf833382827b8d301f5\" tg-width=\"680\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>This means that,<b>If Russia's oil and gas output is significantly restricted due to sanctions, then oil and gas prices related to the lives of euro zone residents will be the first to bear the brunt of a larger increase. This may directly erode the real purchasing power of euro zone residents, resulting in the euro zone 2022. The growth rate of household consumption declines, and real GDP growth may shrink.</b></p><p>At this point,<a href=\"https://laohu8.com/S/000166\">Shenwan Hongyuan</a>Securities believes that,<b>The degree of stagflation in the euro zone will intensify, which may trigger the European Central Bank's first early rate hike operation in ten years</b>。</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3652971\">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/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3652971","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2214528861","content_text":"美国通胀拐点难现，欧盟能源困境难解......对俄实施SWIFT制裁，或将对欧美等国经济造成反噬。2月26日，美国与欧盟委员会、法国、德国、意大利、英国和加拿大政府发表共同声明，宣布实施新一轮对俄制裁，其中包括将部分俄罗斯银行排除在 SWIFT 系统之外。作为金融领域的“核武器”，SWIFT 系统是进行国际金融交易的重要媒介。如果一个国家无法参与 SWIFT，则基本无法进行美元和欧元的跨境收付款，国际贸易和金融活动将受到巨大打击。然而，一旦将俄罗斯从SWIFT剔除，俄罗斯乃至全球能源供给格局都将受到较大冲击。2020年，俄罗斯原油产量占全球12.6%，位居全球第二，天然气出口量占全球16%，全球第一。因此，西方国家对此一度存在分歧。美国、德国最晚表态禁止，法国、英国、加拿大、意大利等国态度更为坚决，而塞浦路斯和匈牙利态度较为暧昧。申万宏源证券认为，正因俄罗斯在能源供给中举足轻重的地位，目前仅对“部分”俄罗斯银行进行SWIFT制裁。若将俄罗斯完全剔除，原油产量大幅收缩，油价再度上涨，一方面将加剧美国的“滞胀”格局，可能导致美联储加速收缩；另一方面，因欧元区（尤其德国）高度依赖俄油气，若严厉制裁，居民消费将收缩，通胀水平将再次飙升，反噬今年欧洲原本预期较高的经济增速。美国：通胀加剧，能源出口地位或强化对于美国而言，对俄罗斯的制裁一方面可能加剧滞胀的局面，但另一方面也可能强化其能源出口国地位。申万宏源证券指出，美国在2021年已经呈现出明显的经济“滞胀”特征，如果作为全球第二大产油国的俄罗斯原油产出受到打击，美国总体CPI可能在能源价格推动下持续上行，甚至可能加剧工业产出恢复不足导致的核心CPI通胀飙升。通胀继续上行的结果是，美联储可能将不得不采取更大幅度的货币紧缩操作。但是，如果俄罗斯产出锐减，也可能会强化美国向欧洲出口能源的市场地位。2021年，美国对德法意西荷六国原油出口占总原油出口比重已经超过 20%，而这一数字在2014年不到5%。欧元区：高度依赖俄油气，制裁将致居民消费收缩在主要发达经济体中，欧元区对俄罗斯能源依赖度最高，而其中又以德国进口俄能源最多，一旦切断俄罗斯SWIFT，在短期内或将危及德国能源供应。欧元区从俄罗斯进口原油和天然气分别占到 22.6%和 29.3%，相比之下，美国能源进口主要依赖加拿大，英国主要依赖挪威，日本则主要依赖中东和澳大利亚。从俄罗斯出口原油和天然气国别结构来看，俄罗斯正在将原油出口的重心从欧洲国家转移到中国，天然气方面，对德国出口较多，这可能是德国前期持反对态度的主要原因。因工业生产韧性较强，且财政货币刺激力度相对较小，导致欧元区核心通胀上行的幅度明显弱于美国，这本将使欧元区成为今年发达经济体中表现最为强劲的一个。但是，由于在能源方面经历更为严重的价格飙升，自2021年至今，欧元区总体CPI涨幅远远高于核心CPI，且两者之差持续扩大并明显超出美国的水平。这意味着，若俄罗斯油气产出因制裁而遭到明显限制，那么事关欧元区居民生活的油气价格将首当其冲出现更大幅度的上涨，这一点可能会直接侵蚀欧元区居民的真实购买力，导致欧元区 2022 年居民消费增速下滑，实际GDP增长可能有所收缩。至此，申万宏源证券认为，欧元区滞胀程度将有所强化，可能触发欧央行十年内首次提前加息操作。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030455603,"gmtCreate":1645795973221,"gmtModify":1676534065013,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"🥺...","listText":"🥺...","text":"🥺...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030455603","repostId":"1193402884","repostType":4,"repost":{"id":"1193402884","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":1645792637,"share":"https://ttm.financial/m/news/1193402884?lang=en_US&edition=fundamental","pubTime":"2022-02-25 20:37","market":"fut","language":"zh","title":"Pre-market | Geopolitical risks have not disappeared! The'hardest 'inflation indicator hits","url":"https://stock-news.laohu8.com/highlight/detail?id=1193402884","media":"老虎资讯综合","summary":"2月25日，美股三大股指期货跌幅收窄，截至发稿，道指期货跌0.35%；纳斯达克100指数期货跌0.2%；标普500指数期货跌0.32%。今日晚间，美国将公布美联储最在乎的通胀指标——PCE物价指数。美","content":"<p><html><head></head><body>On February 25, the decline of the three major U.S. stock index futures narrowed. As of press time, the Dow futures fell 0.35%; Nasdaq 100 futures fell 0.2%; S&P 500 futures fell 0.32%.</p><p><img src=\"https://static.tigerbbs.com/cf6eb7fcc13c5e2db4a050bb83e35af0\" tg-width=\"385\" tg-height=\"181\" width=\"100%\" height=\"auto\"/></p><p>This evening, the United States will announce the PCE price index, the inflation indicator that the Federal Reserve cares about most. In December last year, the year-on-year growth rate of PCE in the United States recorded the highest level in nearly 40 years, and it is expected that the inflation growth rate will continue to accelerate this time. High inflation could force the Fed to stick to its rate hike despite geopolitical tensions.</p><p>While Fed officials believe that inflation will eventually fall back in the future, inflation levels that continue to exceed the central bank's target are unacceptable. No. 3 at the Fed, No. 2 at the FOMC, President of the New York Fed<a href=\"https://laohu8.com/S/WMB\">Williams</a>Recently, it is predicted that the real GDP growth rate in the United States will be slightly less than 3% this year, the unemployment rate will drop to around 3.5% before the end of the year, and PCE price inflation will drop to around 3%. As supply challenges ease, it will further decline next year.</p><p><b>Premarket Quotes</b></p><p>Russian concept stocks strengthened before the market,<a href=\"https://laohu8.com/S/YNDX\">Yandex</a>Rose more than 10%,<a href=\"https://laohu8.com/S/RSX\">Russia ETF-MarketVector</a>Rose more than 7%,<a href=\"https://laohu8.com/S/RUSL\">Double Long Russia ETF</a>Up more than 33%;</p><p><a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a>It fell more than 11% before the market, Q4 U.S. retail sales fell 20% year-on-year, and the performance guidance fell short of expectations;</p><p><a href=\"https://laohu8.com/S/SQ\">Block</a>It rose more than 17% before the market, and Q4 revenue and non-GAAP earnings per share were better than expected;</p><p><a href=\"https://laohu8.com/S/ETSY\">Etsy</a>It rose more than 16% before the market, and Q4 revenue exceeded market expectations;</p><p><a href=\"https://laohu8.com/S/COIN\">Coinbase</a>It fell more than 2% before the market, and the trading volume in the first quarter of 2022 is expected to decline quarter-on-quarter;</p><p><a href=\"https://laohu8.com/S/FTCH\">Farfetch</a>Up nearly 30%, the net loss in the fourth quarter was narrower than market expectations, and more importantly, the adjusted EBITDA profit was achieved for the first time;</p><p><a href=\"https://laohu8.com/S/DELL\">Dell</a>Falling nearly 9%, Q4 net profit in fiscal year 2022 narrowed significantly year-on-year, but due to supply chain constraints, the PC backlog is expected to surge in the first quarter, while profit guidance is weak;</p><p><a href=\"https://laohu8.com/S/VMW\">Weirui</a>Fell more than 5%, despite strong results in the previous quarter, but weak outlook;</p><p><a href=\"https://laohu8.com/S/ZS\">Zscaler</a>Fell nearly 12%, guidance fell below Wall Street expectations;</p><p><a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose more than 1% before the market, revenue in the fourth quarter increased by 156.1% year-on-year, and net profit increased by 174.9% year-on-year;</p><p><a href=\"https://laohu8.com/S/DADA\">Dada Group</a>It rose nearly 8% before the market,<a href=\"https://laohu8.com/S/JD\">JD.com</a>The increase in Dada holdings will be completed before the end of the month, and the shareholding ratio will increase to about 52%.</p><p><b>Premarket earnings</b></p><p><a href=\"https://laohu8.com/NW/1134337368\" target=\"_blank\"><b>Li Auto's Q4 revenue was 10.62 billion, net profit was 296 million</b></a><b></b></p><p>The financial report shows that revenue in the fourth quarter was 10.62 billion yuan, market expectations were 10.099 billion yuan, and 4.147 billion yuan in the same period last year. The net profit in the fourth quarter was 296 million yuan, the market expected a net loss of 118 million yuan, and the net profit in the same period last year was 108 million yuan; Earnings per share in the fourth quarter were 0.29 yuan, the market expected a loss per share of 0.2 yuan, and earnings per share in the same period last year were 0.12 yuan.</p><p><b>European Market</b></p><p>Major European stock indexes rose across the board. As of press time, the German DAX30 index rose 1.48%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>It rose 2.22%, and France's CAC40 rose 1.69%.</p><p><img src=\"https://static.tigerbbs.com/d305e7cb9e5761328d27d0677afda490\" tg-width=\"819\" tg-height=\"361\" width=\"100%\" height=\"auto\"/></p><p><b>crude oil</b></p><p>Crude oil futures fluctuated sharply. As of press time, WTI crude oil rose 0.86% to US $93.61 per barrel; Brent crude oil rose 0.5% to $95.9 a barrel.</p><p><img src=\"https://static.tigerbbs.com/572dd129a7384870ddbca79b5bc4bcd1\" tg-width=\"889\" tg-height=\"822\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/293264781c0f54d9da966b05f5dc0df9\" tg-width=\"889\" tg-height=\"824\" width=\"100%\" height=\"auto\"/></p><p><b>Gold</b></p><p>Gold futures fell during the day, falling 1.03% to $1,906.5 an ounce as of press time.</p><p><img src=\"https://static.tigerbbs.com/e1545864c7358801f6b47daf2970e356\" tg-width=\"889\" tg-height=\"823\" width=\"100%\" height=\"auto\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-market | Geopolitical risks have not disappeared! The'hardest 'inflation indicator hits</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 | Geopolitical risks have not disappeared! The'hardest 'inflation indicator hits\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-02-25 20:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On February 25, the decline of the three major U.S. stock index futures narrowed. As of press time, the Dow futures fell 0.35%; Nasdaq 100 futures fell 0.2%; S&P 500 futures fell 0.32%.</p><p><img src=\"https://static.tigerbbs.com/cf6eb7fcc13c5e2db4a050bb83e35af0\" tg-width=\"385\" tg-height=\"181\" width=\"100%\" height=\"auto\"/></p><p>This evening, the United States will announce the PCE price index, the inflation indicator that the Federal Reserve cares about most. In December last year, the year-on-year growth rate of PCE in the United States recorded the highest level in nearly 40 years, and it is expected that the inflation growth rate will continue to accelerate this time. High inflation could force the Fed to stick to its rate hike despite geopolitical tensions.</p><p>While Fed officials believe that inflation will eventually fall back in the future, inflation levels that continue to exceed the central bank's target are unacceptable. No. 3 at the Fed, No. 2 at the FOMC, President of the New York Fed<a href=\"https://laohu8.com/S/WMB\">Williams</a>Recently, it is predicted that the real GDP growth rate in the United States will be slightly less than 3% this year, the unemployment rate will drop to around 3.5% before the end of the year, and PCE price inflation will drop to around 3%. As supply challenges ease, it will further decline next year.</p><p><b>Premarket Quotes</b></p><p>Russian concept stocks strengthened before the market,<a href=\"https://laohu8.com/S/YNDX\">Yandex</a>Rose more than 10%,<a href=\"https://laohu8.com/S/RSX\">Russia ETF-MarketVector</a>Rose more than 7%,<a href=\"https://laohu8.com/S/RUSL\">Double Long Russia ETF</a>Up more than 33%;</p><p><a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a>It fell more than 11% before the market, Q4 U.S. retail sales fell 20% year-on-year, and the performance guidance fell short of expectations;</p><p><a href=\"https://laohu8.com/S/SQ\">Block</a>It rose more than 17% before the market, and Q4 revenue and non-GAAP earnings per share were better than expected;</p><p><a href=\"https://laohu8.com/S/ETSY\">Etsy</a>It rose more than 16% before the market, and Q4 revenue exceeded market expectations;</p><p><a href=\"https://laohu8.com/S/COIN\">Coinbase</a>It fell more than 2% before the market, and the trading volume in the first quarter of 2022 is expected to decline quarter-on-quarter;</p><p><a href=\"https://laohu8.com/S/FTCH\">Farfetch</a>Up nearly 30%, the net loss in the fourth quarter was narrower than market expectations, and more importantly, the adjusted EBITDA profit was achieved for the first time;</p><p><a href=\"https://laohu8.com/S/DELL\">Dell</a>Falling nearly 9%, Q4 net profit in fiscal year 2022 narrowed significantly year-on-year, but due to supply chain constraints, the PC backlog is expected to surge in the first quarter, while profit guidance is weak;</p><p><a href=\"https://laohu8.com/S/VMW\">Weirui</a>Fell more than 5%, despite strong results in the previous quarter, but weak outlook;</p><p><a href=\"https://laohu8.com/S/ZS\">Zscaler</a>Fell nearly 12%, guidance fell below Wall Street expectations;</p><p><a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose more than 1% before the market, revenue in the fourth quarter increased by 156.1% year-on-year, and net profit increased by 174.9% year-on-year;</p><p><a href=\"https://laohu8.com/S/DADA\">Dada Group</a>It rose nearly 8% before the market,<a href=\"https://laohu8.com/S/JD\">JD.com</a>The increase in Dada holdings will be completed before the end of the month, and the shareholding ratio will increase to about 52%.</p><p><b>Premarket earnings</b></p><p><a href=\"https://laohu8.com/NW/1134337368\" target=\"_blank\"><b>Li Auto's Q4 revenue was 10.62 billion, net profit was 296 million</b></a><b></b></p><p>The financial report shows that revenue in the fourth quarter was 10.62 billion yuan, market expectations were 10.099 billion yuan, and 4.147 billion yuan in the same period last year. The net profit in the fourth quarter was 296 million yuan, the market expected a net loss of 118 million yuan, and the net profit in the same period last year was 108 million yuan; Earnings per share in the fourth quarter were 0.29 yuan, the market expected a loss per share of 0.2 yuan, and earnings per share in the same period last year were 0.12 yuan.</p><p><b>European Market</b></p><p>Major European stock indexes rose across the board. As of press time, the German DAX30 index rose 1.48%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>It rose 2.22%, and France's CAC40 rose 1.69%.</p><p><img src=\"https://static.tigerbbs.com/d305e7cb9e5761328d27d0677afda490\" tg-width=\"819\" tg-height=\"361\" width=\"100%\" height=\"auto\"/></p><p><b>crude oil</b></p><p>Crude oil futures fluctuated sharply. As of press time, WTI crude oil rose 0.86% to US $93.61 per barrel; Brent crude oil rose 0.5% to $95.9 a barrel.</p><p><img src=\"https://static.tigerbbs.com/572dd129a7384870ddbca79b5bc4bcd1\" tg-width=\"889\" tg-height=\"822\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/293264781c0f54d9da966b05f5dc0df9\" tg-width=\"889\" tg-height=\"824\" width=\"100%\" height=\"auto\"/></p><p><b>Gold</b></p><p>Gold futures fell during the day, falling 1.03% to $1,906.5 an ounce as of press time.</p><p><img src=\"https://static.tigerbbs.com/e1545864c7358801f6b47daf2970e356\" tg-width=\"889\" tg-height=\"823\" width=\"100%\" height=\"auto\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".IXIC":"NASDAQ Composite","ZS":"Zscaler Inc.","RSX":"俄罗斯ETF-Market Vectors",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193402884","content_text":"2月25日，美股三大股指期货跌幅收窄，截至发稿，道指期货跌0.35%；纳斯达克100指数期货跌0.2%；标普500指数期货跌0.32%。今日晚间，美国将公布美联储最在乎的通胀指标——PCE物价指数。美国去年12月PCE同比增速录得近40年来最高水平，预计本次通胀增速还将继续加速上升。高居不下的通胀可能迫使美联储在地缘局势紧张的情况下仍然坚持加息。虽然美联储官员认为，未来通胀终究会回落，但持续超出央行目标的通胀水平也是令人无法接受的。美联储三号人物、FOMC的二号人物、纽约联储主席威廉姆斯近日预计，今年美国实际GDP增速将略低于3%，失业率将在年底前降至3.5%左右，PCE物价通胀将降至3%左右，随着供应挑战缓解，明年还会进一步下降。盘前行情俄罗斯概念股盘前走强，Yandex涨逾10%，俄罗斯ETF-MarketVector涨超7%，二倍做多俄罗斯ETF涨超33%；Beyond Meat盘前跌逾11%，Q4美国零售额同比下降20%，且业绩指引不及预期；Block盘前涨逾17%，Q4营收及non-GAAP每股盈利好于预期；Etsy盘前大涨超16%，Q4收入超市场预期；Coinbase盘前跌超2%，预计2022年第一季度的交易量环比将下降；Farfetch涨近30%，第四季度净亏损窄于市场预期，更重要的是首次实现调整后的EBITDA盈利；戴尔跌近9%，2022财年Q4凈利同比大幅收窄，但由于供应链限制，预计第一季度PC积压量将激增，同时盈利指引疲弱；威睿跌超5%，尽管前一季度业绩强劲，但展望疲弱；Zscaler跌近12%，指引低于华尔街预期；理想汽车盘前涨超1%，第四季度营收同比增长156.1%，净利润同比增174.9%；达达集团盘前涨近8%，京东增持达达将于月底前完成，持股比例将增至约52%。盘前财报理想汽车Q4营收106.2亿，净利润2.96亿财报显示，第四季度营收106.2亿元，市场预期100.99亿元，去年同期41.47亿元。第四季度净利润2.96亿元，市场预期净亏损1.18亿元，去年同期净利润1.08亿元；第四季度每股收益0.29元，市场预期每股亏损0.2元，去年同期每股收益0.12元。欧洲市场欧洲主要股指全线上涨，截至发稿，德国DAX30指数涨1.48%，英国富时100涨2.22%，法国CAC40涨1.69%。原油原油期货大幅震荡，截止发稿，WTI原油涨0.86%，报93.61美元/桶；布伦特原油涨0.5%，报95.9美元/桶。黄金黄金期货日内走低，截止发稿，跌1.03%，报1906.5美元/盎司。","news_type":1,"symbols_score_info":{"YMmain":0.9,".IXIC":0.9,"RSX":0.9,"FTCH":0.9,".DJI":0.9,".SPX":0.9,"ZS":0.9,"NQmain":0.9,"ESmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030468282,"gmtCreate":1645788294598,"gmtModify":1676534064333,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"🤷🏻‍♂️..so what.russian 💪👌","listText":"🤷🏻‍♂️..so what.russian 💪👌","text":"🤷🏻‍♂️..so what.russian 💪👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030468282","repostId":"2214920283","repostType":4,"isVote":1,"tweetType":1,"viewCount":1967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097780649,"gmtCreate":1645568264821,"gmtModify":1676534039110,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097780649","repostId":"1132759870","repostType":4,"repost":{"id":"1132759870","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":1645532695,"share":"https://ttm.financial/m/news/1132759870?lang=en_US&edition=fundamental","pubTime":"2022-02-22 20:24","market":"fut","language":"zh","title":"One picture to understand | How do geopolitical risks affect asset prices?","url":"https://stock-news.laohu8.com/highlight/detail?id=1132759870","media":"老虎资讯综合","summary":"年初以来，全球地缘风险有不断升温迹象，俄乌关系持续紧张引发诸多关注，并成为近期全球资产定价的主线之一。地缘风险特别是区域性的冲突，因其突发性，通常很难准确预判，但也正因如此，此类事件都会对全球风险资产","content":"<p><html><head></head><body>Since the beginning of the year, global geopolitical risks have shown signs of rising, and the continued tension between Russia and Ukraine has attracted a lot of attention and has become one of the main lines of global asset pricing in the near future.</p><p>Geopolitical risks, especially regional conflicts, are usually difficult to accurately predict because of their suddenness, but for this reason, such events will cause pulse-like instantaneous impacts on global risk assets and markets.</p><p>Although we cannot make an accurate judgment on the subsequent evolution of the situation, this does not prevent us from sorting out the impact of geo-risks on asset prices based on the asset performance during previous geo-risks and local conflicts.</p><p>But the question is, how big is this impact and how long will it last? We sorted out the typical local conflicts since the 1990s, especially the performance of global markets and assets involving major powers, such as the 9/11 incident in 2001 and the subsequent war in Afghanistan; Iraq War 2003; The conflict between Russia and Ukraine triggered by the Crimean crisis in 2014; 2014 U.S. military intervention in the Syrian civil war; US air strikes on Syria in 2017; The Korean Peninsula crisis in 2017; In January 2020, US air strikes against Iran, etc.</p><p>Through this long chart, I hope investors can have a better understanding of the extent, breadth and duration of the impact of geopolitical risks.</p><p><img src=\"https://static.tigerbbs.com/a62d5d6d0aaab80afeab3e0d46efa3b8\" tg-width=\"734\" tg-height=\"3641\" 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>One picture to understand | How do geopolitical risks affect asset prices?</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; 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}\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\">\nOne picture to understand | How do geopolitical risks affect asset prices?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-02-22 20:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Since the beginning of the year, global geopolitical risks have shown signs of rising, and the continued tension between Russia and Ukraine has attracted a lot of attention and has become one of the main lines of global asset pricing in the near future.</p><p>Geopolitical risks, especially regional conflicts, are usually difficult to accurately predict because of their suddenness, but for this reason, such events will cause pulse-like instantaneous impacts on global risk assets and markets.</p><p>Although we cannot make an accurate judgment on the subsequent evolution of the situation, this does not prevent us from sorting out the impact of geo-risks on asset prices based on the asset performance during previous geo-risks and local conflicts.</p><p>But the question is, how big is this impact and how long will it last? We sorted out the typical local conflicts since the 1990s, especially the performance of global markets and assets involving major powers, such as the 9/11 incident in 2001 and the subsequent war in Afghanistan; Iraq War 2003; The conflict between Russia and Ukraine triggered by the Crimean crisis in 2014; 2014 U.S. military intervention in the Syrian civil war; US air strikes on Syria in 2017; The Korean Peninsula crisis in 2017; In January 2020, US air strikes against Iran, etc.</p><p>Through this long chart, I hope investors can have a better understanding of the extent, breadth and duration of the impact of geopolitical risks.</p><p><img src=\"https://static.tigerbbs.com/a62d5d6d0aaab80afeab3e0d46efa3b8\" tg-width=\"734\" tg-height=\"3641\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4bfb10b06725af696d5ea08c128fdad5","relate_stocks":{".SPX":"S&P 500 Index","EEM":"新兴市场ETF-iShares MSCI",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132759870","content_text":"年初以来，全球地缘风险有不断升温迹象，俄乌关系持续紧张引发诸多关注，并成为近期全球资产定价的主线之一。地缘风险特别是区域性的冲突，因其突发性，通常很难准确预判，但也正因如此，此类事件都会对全球风险资产和市场造成脉冲式瞬时冲击。虽然我们无法对后续局势演变做出准确判断，但这不妨碍我们结合历次地缘风险和局部冲突时的资产表现，梳理地缘风险对资产价格的影响。但问题是，这一影响有多大、会持续多久？我们对上世纪90年代以来较为典型的局部冲突、特别是涉及到主要大国的全球市场和资产表现进行了梳理，例如2001年911事件和随后的阿富汗战争；2003年伊拉克战争；2014年由克里米亚危机引发的俄罗斯与乌克兰间的冲突；2014美国军事介入叙利亚内战；2017年美国空袭叙利亚；2017年朝鲜半岛危机；2020年1月美国空袭伊朗等。通过这张长图，希望投资者能够对地缘风险的影响程度、广度和波及时长有更好的理解。","news_type":1,"symbols_score_info":{".IXIC":0.9,"EEM":0.9,"CLmain":0.9,"BZmain":0.9,"GCmain":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097208551,"gmtCreate":1645458936053,"gmtModify":1676534029782,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"😱👻","listText":"😱👻","text":"😱👻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097208551","repostId":"1140445130","repostType":4,"isVote":1,"tweetType":1,"viewCount":1336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097610470,"gmtCreate":1645437446978,"gmtModify":1676534027653,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"😬","listText":"😬","text":"😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097610470","repostId":"1155028285","repostType":4,"isVote":1,"tweetType":1,"viewCount":1221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097082625,"gmtCreate":1645266122107,"gmtModify":1676534014652,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"😎","listText":"😎","text":"😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097082625","repostId":"1170666864","repostType":4,"isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094305325,"gmtCreate":1645057607885,"gmtModify":1676533991872,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"🥶","listText":"🥶","text":"🥶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094305325","repostId":"1117775829","repostType":2,"isVote":1,"tweetType":1,"viewCount":1438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095264386,"gmtCreate":1644932802680,"gmtModify":1676533976672,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"😅","listText":"😅","text":"😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095264386","repostId":"2211633116","repostType":4,"repost":{"id":"2211633116","kind":"highlight","weMediaInfo":{"introduction":"中国专业的高端财富管理机构，专注于高净值客户服务和大类资产配置。百万精英人士都在关注，多次入选全国自媒体20强榜单。每日精选7篇文章与您分享，涵盖政经、投资、历史和生活，让您畅享思想与财富的盛宴。公司网址：www.licai.com","home_visible":1,"media_name":"格上财富","id":"1054268451","head_image":"https://static.tigerbbs.com/9cb0d9ca821a4b8584db1257562b60a6"},"pubTimestamp":1644929100,"share":"https://ttm.financial/m/news/2211633116?lang=en_US&edition=fundamental","pubTime":"2022-02-15 20:45","market":"us","language":"zh","title":"Nobel Prize winner's detailed explanation: How Musk succeeded by \"bastard thinking\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2211633116","media":"格上财富","summary":"今天这篇文章，以马斯克的“混蛋思维”为例，去寻找天才们的思维特点。","content":"<p><html><head></head><body><img src=\"https://static.tigerbbs.com/93aeae891033401e9b7b591220020cb6\" tg-width=\"550\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/></p><p><b>Author: Wilczek Nobel Prize winner in physics</b></p><p><b>Introduction:</b>Musk doesn't have much interpersonal compassion, to be precise, but there is an abundance of human compassion. Sometimes, it makes Musk seem inhuman and even a bit of a jerk.<b>Today's article takes Musk's \"asshole thinking\" as an example to find the thinking characteristics of geniuses.</b></p><p>How many thoughts can arise in a person's mind in his life?</p><p>Wilcek, the Nobel Prize winner in physics, gave an answer in his book \"The Principles of Everything\":<b>1 billion times.</b></p><p>We won't discuss how many of the ideas that have flashed one billion times will be put into action for the time being. Today we want to focus on the intermediate link from ideas to actions:<b>Decision Making.</b></p><p>Each of us faces decisions, big and small, non-stop every day,</p><p>Some decisions can be made by intuition and inertia, and even if there are mistakes, the results will be harmless;</p><p>But some decisions are crucial and require careful decision.</p><p>As a complex organism with a mixture of rationality and sensibility, we are always affected by some interfering factors in the decision-making process, such as affection, comparison, prejudice, experience and so on.</p><p>How to improve the correctness of decision-making?</p><p>The following three types of thinking can give some reference answers.</p><p><b>1</b></p><p><b>Bastard thinking</b></p><p>One of the big problems in decision-making is affection.</p><p>Many times, we hesitate to act when we should because we consider the feelings of others.</p><p>But there is a kind of people who are unaffected by affection, act firmly towards their goals, and even look a little bastard.</p><p>In the early years, Buffett was a typical example. His child was in a car accident and went home to tell him about it. He didn't look up until he remembered to check the situation the next day.</p><p>The founder of the company he acquired wanted to keep a small part of the equity as a family memorial, but Buffett mercilessly refused.</p><p>There is also an asshole side, and<a href=\"https://laohu8.com/S/GOOG\">Google</a>The founder of Larry Page.</p><p>In 2001, despite the opposition of other executives, he directly announced the dismissal of all project managers in front of more than 130 colleagues, without any prior notice.</p><p><b>Bastards don't deceive themselves, do things regardless, dare to fight to death, and are heartless. Thanks to these seemingly unreasonable shortcomings, they have some kind of \"super rationality\" instead.</b></p><p>It can be said that jerk thinking has the \"innate immunity\" of the brain.</p><p>Specifically, \"asshole thinking\" includes the following six characteristics:</p><p><b>1. Don't maintain your own correctness</b></p><p>Jobs is a typical example. He is notoriously capricious. During company meetings, Jobs often scolded other people's ideas as useless. Even if some ideas are denied by him, if he later thinks that the idea is really good, he will still adopt it, and will never maintain his authority and correctness.</p><p><b>2. Don't care about other people's evaluation</b></p><p>Take Buffett as an example. He believes that the most important wealth in his investment career and the most important point in his personal qualities is the internal scorecard, which is the score he gives himself. The corresponding external scorecard is the score given to you by the outside world. It's not that we don't need evaluation feedback, but we need to figure out which evaluation should be used as a criterion for self-challenge. Buffett believes that it is more important to listen to your own heart than to listen to the outside world.</p><p><b>3. Not subject to the emotional fluctuations of others</b></p><p>This is not to say that assholes' own emotions won't fluctuate, but that assholes are not easily affected by the emotional fluctuations of others, which is also a quality that excellent athletes must possess. Li Changgao, a famous Korean Go player, has a nickname called \"Stone Buddha\", which means that he is expressionless when playing chess. In a competition, the reporter took more than 100 photos of Li Changgao, and when he washed them out, he all had the same expression.</p><p><b>4. Don't be afraid of cruel honesty</b></p><p>Extreme honesty is one of the most efficient forms of communication, although it is often brutal. Dalio felt why waste time on these things, so he established a corporate culture of \"extremely honest and extremely transparent\" within Bridgewater Fund.</p><p><b>5. Don't sympathize with your own experience</b></p><p>Bastards hardly feel self-pity, which keeps them extremely optimistic in difficult situations. After Elon Musk's SpaceX suffered a rocket crash, a group of people were drinking in a bar to drown their sorrows. Although Musk was also worried about the financial situation, he was still very optimistic and set a new goal-six months later. Re-launch the rocket.</p><p><b>6. Always pursue great meaning</b></p><p>This is the biggest difference between someone with an asshole mind and a real asshole. As Emerson said, \"The whole world will make way for anyone who is determined to move towards his goal.\"</p><p>Ashley Vance, the author of Iron Man in Silicon Valley, once commented:</p><p>\"Musk is a sentient and righteous man. He presents his joys, sorrows and joys in an epic way. What he feels most deeply is his mission to change the destiny of mankind. Therefore, it is difficult for him to be aware of the strong emotions of others, so that he is rich. The human side will be covered up, making him appear ruthless and unconcerned with individual thoughts and needs. But it is likely that only this kind of person can turn the whimsy of space network into reality. \"</p><p><b>2</b></p><p><b>First principles</b></p><p>In 2014, elon musk left a wonderful 5-minute sharing at his graduation speech at the University of Southern California Business School. He summarized his thoughts on work and life into five key points, one of which talked about his decision-making method:</p><p>\"Don't follow others' opinions to catch up with the trend. From the perspective of first principles, don't use analogies to argue, but infer through the most essential elements. In this way, you can tell what you should do and what you are just following in the footsteps of others. Of course, it's difficult, but it's the best way.\"</p><p>This is not the first time Musk has mentioned in public the framework of thinking he highly advocates: first principles.</p><p>\"In daily life, we always tend to compare what others have done or are doing, and we do it too. The result of thinking about decisions like this is only small iterative development.</p><p><b>First-principles thinking is a way of looking at the world from the perspective of physics, that is to say, peeling off the appearance of things layer by layer, seeing the essence inside, and then going up from the essence layer by layer.</b>It takes a lot of brain power. \"</p><p><b>How do first principles play a role in actual decision-making?</b></p><p>Take Musk's vacuum capsule high-speed rail as an example:</p><p>If you use comparative thinking or empirical thinking to design new train products, most people's idea is to improve the existing functions to make the power stronger and the fluid mechanics better;</p><p>However, if we use first principles to analyze product demand, we must return to the essential purpose of means of transportation: transporting more goods from point A to point B. This is the original purpose of manufacturing means of transportation such as trains, and it is not necessary to use traction to achieve upgrades.</p><p>With the support of first principles, Musk proposed to use the mode of magnetic levitation and low vacuum to build a vacuum capsule high-speed rail.</p><p>Through this way of thinking, Musk also makes the commercialization of electric vehicles possible.</p><p><b>The starting point of most people's consideration is-the current situation of this matter is an established fact, and I can't change it;</b></p><p><b>But Musk's idea is-if this works physically, then I can do it too.</b></p><p>Wilczek, the Nobel Prize winner in physics, wrote in his book The Principles of Everything:</p><p>From the middle of the 16th century to the present, in space, human exploration has expanded from the solar system to galaxies, nebulae and the whole universe;</p><p>From Galileo's rolling ball a few centimeters large, elementary particles smaller than 10-15 meters were focused;</p><p>In terms of time, humans can not only describe the evolution of the universe in 13 billion years, but also track the Higgs particle with a lifespan of only 10-22 seconds.</p><p>Finally, human beings discovered that the complicated world is only composed of a few very simple elementary particles, which operate according to a few basic physical laws.</p><p>These most basic laws not only explain the running laws of the universe, but also reveal or remind us of the basic laws that we should follow when looking at the world and thinking about everything.</p><p>Musk once gave physics a very high evaluation, saying: \"The basic theory of physics is the most useful. The thinking framework of physics is by far the most useful framework.\"</p><p>How Does the Universe Work? What exactly is the principle of all things?</p><p>Understanding these questions is not only to satisfy the curiosity about the world, but also to learn the most basic principles of the operation of all things, including ourselves, from the study of the physical world.</p><p><b>3</b></p><p><b>Grayscale cognition, black-and-white decision-making</b></p><p>When people discuss problems, they often make a mistake: everyone is eager to prove that their option is the best and tries to convince each other.</p><p>No one really thinks about the feasibility, cost and benefit of each scheme, and naturally the optimal decision cannot be reached.</p><p><b>In the cognitive stage, there is no need to be black and white, and don't turn the discussion plan into an offensive and defensive battle that sticks to your position. This is gray-scale cognition;</b></p><p><b>In the final decision, there must be a black-and-white choice, which cannot be ambiguous. This is black-and-white decision.</b></p><p>But in reality, it is easy for us to confuse the two, black and white in the cognitive link and hesitate in the decision-making link.</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>Nobel Prize winner's detailed explanation: How Musk succeeded by \"bastard thinking\"</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\">\nNobel Prize winner's detailed explanation: How Musk succeeded by \"bastard thinking\"\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1054268451\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/9cb0d9ca821a4b8584db1257562b60a6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格上财富 </p>\n<p class=\"h-time smaller\">2022-02-15 20:45</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><img src=\"https://static.tigerbbs.com/93aeae891033401e9b7b591220020cb6\" tg-width=\"550\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/></p><p><b>Author: Wilczek Nobel Prize winner in physics</b></p><p><b>Introduction:</b>Musk doesn't have much interpersonal compassion, to be precise, but there is an abundance of human compassion. Sometimes, it makes Musk seem inhuman and even a bit of a jerk.<b>Today's article takes Musk's \"asshole thinking\" as an example to find the thinking characteristics of geniuses.</b></p><p>How many thoughts can arise in a person's mind in his life?</p><p>Wilcek, the Nobel Prize winner in physics, gave an answer in his book \"The Principles of Everything\":<b>1 billion times.</b></p><p>We won't discuss how many of the ideas that have flashed one billion times will be put into action for the time being. Today we want to focus on the intermediate link from ideas to actions:<b>Decision Making.</b></p><p>Each of us faces decisions, big and small, non-stop every day,</p><p>Some decisions can be made by intuition and inertia, and even if there are mistakes, the results will be harmless;</p><p>But some decisions are crucial and require careful decision.</p><p>As a complex organism with a mixture of rationality and sensibility, we are always affected by some interfering factors in the decision-making process, such as affection, comparison, prejudice, experience and so on.</p><p>How to improve the correctness of decision-making?</p><p>The following three types of thinking can give some reference answers.</p><p><b>1</b></p><p><b>Bastard thinking</b></p><p>One of the big problems in decision-making is affection.</p><p>Many times, we hesitate to act when we should because we consider the feelings of others.</p><p>But there is a kind of people who are unaffected by affection, act firmly towards their goals, and even look a little bastard.</p><p>In the early years, Buffett was a typical example. His child was in a car accident and went home to tell him about it. He didn't look up until he remembered to check the situation the next day.</p><p>The founder of the company he acquired wanted to keep a small part of the equity as a family memorial, but Buffett mercilessly refused.</p><p>There is also an asshole side, and<a href=\"https://laohu8.com/S/GOOG\">Google</a>The founder of Larry Page.</p><p>In 2001, despite the opposition of other executives, he directly announced the dismissal of all project managers in front of more than 130 colleagues, without any prior notice.</p><p><b>Bastards don't deceive themselves, do things regardless, dare to fight to death, and are heartless. Thanks to these seemingly unreasonable shortcomings, they have some kind of \"super rationality\" instead.</b></p><p>It can be said that jerk thinking has the \"innate immunity\" of the brain.</p><p>Specifically, \"asshole thinking\" includes the following six characteristics:</p><p><b>1. Don't maintain your own correctness</b></p><p>Jobs is a typical example. He is notoriously capricious. During company meetings, Jobs often scolded other people's ideas as useless. Even if some ideas are denied by him, if he later thinks that the idea is really good, he will still adopt it, and will never maintain his authority and correctness.</p><p><b>2. Don't care about other people's evaluation</b></p><p>Take Buffett as an example. He believes that the most important wealth in his investment career and the most important point in his personal qualities is the internal scorecard, which is the score he gives himself. The corresponding external scorecard is the score given to you by the outside world. It's not that we don't need evaluation feedback, but we need to figure out which evaluation should be used as a criterion for self-challenge. Buffett believes that it is more important to listen to your own heart than to listen to the outside world.</p><p><b>3. Not subject to the emotional fluctuations of others</b></p><p>This is not to say that assholes' own emotions won't fluctuate, but that assholes are not easily affected by the emotional fluctuations of others, which is also a quality that excellent athletes must possess. Li Changgao, a famous Korean Go player, has a nickname called \"Stone Buddha\", which means that he is expressionless when playing chess. In a competition, the reporter took more than 100 photos of Li Changgao, and when he washed them out, he all had the same expression.</p><p><b>4. Don't be afraid of cruel honesty</b></p><p>Extreme honesty is one of the most efficient forms of communication, although it is often brutal. Dalio felt why waste time on these things, so he established a corporate culture of \"extremely honest and extremely transparent\" within Bridgewater Fund.</p><p><b>5. Don't sympathize with your own experience</b></p><p>Bastards hardly feel self-pity, which keeps them extremely optimistic in difficult situations. After Elon Musk's SpaceX suffered a rocket crash, a group of people were drinking in a bar to drown their sorrows. Although Musk was also worried about the financial situation, he was still very optimistic and set a new goal-six months later. Re-launch the rocket.</p><p><b>6. Always pursue great meaning</b></p><p>This is the biggest difference between someone with an asshole mind and a real asshole. As Emerson said, \"The whole world will make way for anyone who is determined to move towards his goal.\"</p><p>Ashley Vance, the author of Iron Man in Silicon Valley, once commented:</p><p>\"Musk is a sentient and righteous man. He presents his joys, sorrows and joys in an epic way. What he feels most deeply is his mission to change the destiny of mankind. Therefore, it is difficult for him to be aware of the strong emotions of others, so that he is rich. The human side will be covered up, making him appear ruthless and unconcerned with individual thoughts and needs. But it is likely that only this kind of person can turn the whimsy of space network into reality. \"</p><p><b>2</b></p><p><b>First principles</b></p><p>In 2014, elon musk left a wonderful 5-minute sharing at his graduation speech at the University of Southern California Business School. He summarized his thoughts on work and life into five key points, one of which talked about his decision-making method:</p><p>\"Don't follow others' opinions to catch up with the trend. From the perspective of first principles, don't use analogies to argue, but infer through the most essential elements. In this way, you can tell what you should do and what you are just following in the footsteps of others. Of course, it's difficult, but it's the best way.\"</p><p>This is not the first time Musk has mentioned in public the framework of thinking he highly advocates: first principles.</p><p>\"In daily life, we always tend to compare what others have done or are doing, and we do it too. The result of thinking about decisions like this is only small iterative development.</p><p><b>First-principles thinking is a way of looking at the world from the perspective of physics, that is to say, peeling off the appearance of things layer by layer, seeing the essence inside, and then going up from the essence layer by layer.</b>It takes a lot of brain power. \"</p><p><b>How do first principles play a role in actual decision-making?</b></p><p>Take Musk's vacuum capsule high-speed rail as an example:</p><p>If you use comparative thinking or empirical thinking to design new train products, most people's idea is to improve the existing functions to make the power stronger and the fluid mechanics better;</p><p>However, if we use first principles to analyze product demand, we must return to the essential purpose of means of transportation: transporting more goods from point A to point B. This is the original purpose of manufacturing means of transportation such as trains, and it is not necessary to use traction to achieve upgrades.</p><p>With the support of first principles, Musk proposed to use the mode of magnetic levitation and low vacuum to build a vacuum capsule high-speed rail.</p><p>Through this way of thinking, Musk also makes the commercialization of electric vehicles possible.</p><p><b>The starting point of most people's consideration is-the current situation of this matter is an established fact, and I can't change it;</b></p><p><b>But Musk's idea is-if this works physically, then I can do it too.</b></p><p>Wilczek, the Nobel Prize winner in physics, wrote in his book The Principles of Everything:</p><p>From the middle of the 16th century to the present, in space, human exploration has expanded from the solar system to galaxies, nebulae and the whole universe;</p><p>From Galileo's rolling ball a few centimeters large, elementary particles smaller than 10-15 meters were focused;</p><p>In terms of time, humans can not only describe the evolution of the universe in 13 billion years, but also track the Higgs particle with a lifespan of only 10-22 seconds.</p><p>Finally, human beings discovered that the complicated world is only composed of a few very simple elementary particles, which operate according to a few basic physical laws.</p><p>These most basic laws not only explain the running laws of the universe, but also reveal or remind us of the basic laws that we should follow when looking at the world and thinking about everything.</p><p>Musk once gave physics a very high evaluation, saying: \"The basic theory of physics is the most useful. The thinking framework of physics is by far the most useful framework.\"</p><p>How Does the Universe Work? What exactly is the principle of all things?</p><p>Understanding these questions is not only to satisfy the curiosity about the world, but also to learn the most basic principles of the operation of all things, including ourselves, from the study of the physical world.</p><p><b>3</b></p><p><b>Grayscale cognition, black-and-white decision-making</b></p><p>When people discuss problems, they often make a mistake: everyone is eager to prove that their option is the best and tries to convince each other.</p><p>No one really thinks about the feasibility, cost and benefit of each scheme, and naturally the optimal decision cannot be reached.</p><p><b>In the cognitive stage, there is no need to be black and white, and don't turn the discussion plan into an offensive and defensive battle that sticks to your position. This is gray-scale cognition;</b></p><p><b>In the final decision, there must be a black-and-white choice, which cannot be ambiguous. This is black-and-white decision.</b></p><p>But in reality, it is easy for us to confuse the two, black and white in the cognitive link and hesitate in the decision-making link.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93aeae891033401e9b7b591220020cb6","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211633116","content_text":"作者：维尔切克 诺贝尔物理学奖得主导读：准确地说，马斯克没有太多的人际同情心，但有丰富的人类同情心。有时候，这让马斯克显得不近人情，甚至有些混蛋。今天这篇文章，以马斯克的“混蛋思维”为例，去寻找天才们的思维特点。人的一生中，脑海里可以产生多少想法？诺贝尔物理学奖得主维尔切克在《万物原理》一书中给到一个答案：10亿次。10亿次灵光闪现的想法，有多少会被付诸行动，我们暂不探讨，今天想着重探讨一下从想法到行动的中间环节：决策。我们每个人每天都在不停歇地面临大大小小的决策，有的决策可以凭借直觉和惯性决定，即使出现失误，结果也无伤大雅；但有些决策至关重要，需要谨慎决定。作为一个理性与感性糅杂的复杂生物体，在决策过程中，我们总免不了受到一些干扰因素的影响，比如情面，比较，偏见，经验等等。如何提高决策的正确性呢？以下三种思维可以给到一些参考答案。1混蛋思维决策的一大难题是情面。很多时候我们因为顾及他人的情面，在应该行动的时候犹豫不决。可有一类人，他们丝毫不受情面影响，朝着自己的目标坚定行动，看起来甚至有些混蛋。早些年，巴菲特就是一个典型例子。他的孩子遇到车祸，回家把这件事告诉他，他头也没抬，第二天才想起来去看看情况。被他收购的公司的创始人，希望保留极少一部分股权作为家族纪念，也被巴菲特毫不留情地拒绝了。同样有混蛋那一面的，还有谷歌的创始人拉里·佩奇。2001年，他不顾其他高管反对，他当着 130 多位同事的面，直接宣布炒了所有项目经理的鱿鱼，事先完全没有任何通知。混蛋们不欺骗自己，做事不管不顾，敢于死磕，没心没肺。得益于这些看似很没道理的缺点，他们反而拥有了某种“超级理性”。可以说，混蛋思维拥有大脑的“先天免疫能力”。具体来说，“混蛋思维”包括以下 6个特点：1、不维护自己的正确乔布斯就是一个典型，他是出了名的反复无常。在公司开会时， 乔布斯经常骂别人的想法一无是处。有的想法即使被他否定了，如果 他后来认为那个想法的确很好，仍然会采用它，绝对不会维护自己的权威和正确。2、不在乎别人的评价拿巴菲特来说，他认为他投资生涯最重要的财富，也是个人品质中最重要的一点是内部计分卡，也就是自己给自己的打分。与之对应的外部计分卡，是外界给你的打分。我们不是不需要评价反馈，而是要弄清楚应该把哪个评价作为自我挑战的准则。巴菲特认为，比起听从外界，听从自己的内心更重要。3、不受制于他人的情感波动这并不是说混蛋们自己的情感不会波动，而是说混蛋们不容易受他人的情感波动影响，这也是优秀运动员必须具备的素质。韩国著名围棋选手李昌镐有个绰号叫“石佛”，就是说他下棋的时候面无表情。在一次比赛上，记者给李昌镐拍了 一百多张照片，洗出来一看，他都是一个表情。4、不忌讳残忍的坦诚极度坦诚是一种效率最高的沟通方式，虽然经常很残忍。达利欧就觉得，为什么要把时间浪费在这些事上面，所以他就在桥水基金内部建立了“极度坦诚、极度透明”的企业文化。5、不同情自己的遭遇混蛋几乎不会有自怨自艾的情绪，这令他们在困境中仍能保持极度乐观。埃隆·马斯克的SpaceX在遭遇了一次火箭坠毁后，一群人在酒吧借酒消愁，虽然马斯克也为财务状况担忧，但他还是表现得非常乐观，确立了新的目标—— 6 个月后重新发射火箭。6、永远追寻伟大的意义这是有混蛋思维的人和真正的混蛋最大的区别。正如爱默生所说：“对于一心向着目标前进的人，全世界都会为他让路。”《硅谷钢铁侠》的作者阿什利·万斯曾经评价：“马斯克是有情有义之人，他以一种史诗般的方式呈现喜怒哀乐，他感受最深刻的是自己改变人类命运的使命。因此，他难以意识到他人的强烈情绪，以致他富有人情味的一面会被掩盖，令他显得冷酷无情，不会顾及个体的想法和需求。但很可能只有这种人，才能将太空网络的奇思妙想变成现实。”2第一性原理2014年，埃隆·马斯克在南加州大学商学院的毕业演讲上，留下了一场5分钟的精彩分享，他将自己对工作和人生的思考总结为五个要点，其中一点说到了他的决策方式：“不要人云亦云去追赶趋势潮流，从第一性原理的角度来讲，不要用类比去论证，而是通过最本质的元素去推论。这样你才能分辨出哪些是你应该做的，哪些只是在跟随别人的脚步。当然这很难，但这是最好的办法。”这不是马斯克第一次在公众面前提及他极力推崇的思维框架：第一性原理。“在日常生活中，我们总是倾向于比较别人已经做过了或者正在做这件事情，我们就也去做。这样思考决策产生的结果是只能产生细小的迭代发展。第一性原理思维，是用物理学的角度看待世界的方法，也就是说一层层剥开事物的表象，看到里面的本质，然后再从本质一层层往上走。这要消耗大量的脑力。”第一性原理如何在实际决策中发挥作用？以马斯克的真空胶囊高铁为例：如果用比较思维或者经验思维设计新型火车产品，多数人的想法是在现有的功能上做提升，让动力更强劲，流体力学更好；但是如果用第一性原理分析产品需求，就要回到运输工具的本质目的：将较多的货物从A点运输到B点，这才是最初制造火车等运输工具的目的，并非一定要用牵引力才能实现升级。在第一性原理的支撑下，马斯克提出采用磁悬浮加低真空的模式，打造真空胶囊高铁。通过这样的思维方式，马斯克也让电动车的商业化成为可能。多数人考虑问题的出发点是——这件事情的现有情况是既定事实，我无法改变；但是马斯克的想法是——如果这件事在物理层面行得通，那么我也能做成。诺贝尔物理学奖得主维尔切克在《万物原理》一书中这样写道：从16世纪中叶到现在，在空间上，人类的探索从太阳系扩展到了星系、星云和整个宇宙；从伽利略几厘米大的滚球聚焦到了小于10-15米的基本粒子；在时间上，人类既能描述130亿年宇宙的演化，也能追踪寿命只有10-22秒的希格斯粒子。最后，人类发现纷繁复杂的大千世界只是由少数非常简单的基本粒子构成，按照少数基本的物理规律运行。而这些最基本的规律不仅解释了宇宙的运行规律，还揭示或者提醒了我们看待这个世界，思考万事万物应该遵循的基本规律。马斯克曾经给予物理学一个极高的评价，他说：“物理学的基础理论是最有用的。物理学的思维框架是迄今为止最有用的框架”。宇宙是如何运行的？万物的原理究竟是什么？了解这些问题不仅是满足对于世界的好奇，更是从对物理世界的研究中学到万物运行最基本的道理，包括我们自己。3灰度认知，黑白决策大家在讨论问题的时候，经常会犯一个错误：每个人都急于证明自己的选项是最好的，并试图说服对方。就没有人真正思考每个方案的可行性、成本和收益，自然无法得出最优决策。在认知阶段无须非黑即白，不要把讨论方案变成坚守立场的攻防战，这就是灰度认知；而在最终决策时，则必须有一个黑白分明的选择，不能模棱两可，这就是黑白决策。但现实中，我们很容易把两者混淆，在认知环节非黑即白，在决策环节犹豫不决。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":1437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095191600,"gmtCreate":1644846839129,"gmtModify":1676533967248,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"sole","listText":"sole","text":"sole","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095191600","repostId":"1143952641","repostType":4,"repost":{"id":"1143952641","kind":"news","pubTimestamp":1644830183,"share":"https://ttm.financial/m/news/1143952641?lang=en_US&edition=fundamental","pubTime":"2022-02-14 17:16","market":"us","language":"zh","title":"The \"lover\" of the stock god: After staying together for six years, where did Buffett fall in love with Apple?","url":"https://stock-news.laohu8.com/highlight/detail?id=1143952641","media":"36氪财经","summary":"入股苹果，巴菲特大赚1341亿美元。","content":"<p><html><head></head><body>Author | Lin Yulian</p><p>For decades, Buffett has long pampered the consumer and financial industries and is not keen on investing in technology stocks. However, since January 2016,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>This global head technology company has become Buffett's \"favorite\" and has now occupied Buffett's companies<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>42.73% position in the portfolio. From scoffing at technology stocks, to now spending the largest position to buy Apple, \"holding hands\" for six years, where did Buffett fall in love with Apple?</p><p>Buffett is optimistic that most companies have moat characteristics and excellent management. In addition to product strength and management, Apple is unique in its strong consumption attributes as a technology stock, and its return on net assets has performed well for many consecutive years. As Apple's stock price has been rising all the way, Buffett has made a lot of money, and the investment income of US $134.1 billion in Apple has helped Berkshire withstand the negative impact of the epidemic.</p><p>At present, Berkshire's market value has exceeded 700 billion US dollars. Against the background that the Federal Reserve's rate hike is expected to envelope the market, will this world's top insurance group, which has long operated under the \"investment + insurance\" model, become the fifth trillion-dollar company?</p><p><b>Investing in Apple: Berkshire's Third Largest Business</b></p><p>In February 2020, Buffett admitted frankly in an interview with CNBC that Apple may be the best company in the world. It is not only a stock, but also Berkshire's third business. At the beginning of this year, Apple's stock price once rose to a record high of US $182.94 per share, becoming the world's first giant company to enter a market value of US $3 trillion, attracting market attention.</p><p>As of February 11, Apple closed at US $168.64, with a total market value of US $2.75 trillion, exceeding the UK's total GDP of US $2.71 trillion in 2020, equivalent to 7.5 Maotai.</p><p><img src=\"https://static.tigerbbs.com/fc05273ee76ab1ecf41ca6859e0ddcd7\" tg-width=\"550\" tg-height=\"339\" referrerpolicy=\"no-referrer\"/></p><p>Among review's many investors with heavy positions in Apple, Buffet is undoubtedly the biggest winner. Buffett's purchase of Apple dates back to 2016, when his potential successors, investment managers Todd Combs and Ted Wesler, guided his funds to buy 9.81 million Apple shares. After receiving Buffett's approval, Berkshire began to lift Apple heavily.</p><p>Since holding the position, Berkshire has also sold some Apple shares. In 2020, Apple's stock price was halved, and Buffett slightly lightened his position in the third quarter, earning $11 billion in revenue. As of January 3, 2022, Berkshire holds a total of 908 million Apple shares, with a shareholding ratio of 5.56%. Calculated based on the stock price of that day, the shareholding is worth 165.3 billion US dollars, minus the cumulative investment of 31.089 billion US dollars in 2020, which is a huge profit. More than 134.1 billion US dollars have aroused the envy of the market.</p><p><img src=\"https://static.tigerbbs.com/2b6123aa7605eb1074af7e2a93fafeb9\" tg-width=\"550\" tg-height=\"240\" referrerpolicy=\"no-referrer\"/>Data source: CNBC<img src=\"https://static.tigerbbs.com/236f8ead633b3024a9f008d243b983b1\" tg-width=\"550\" tg-height=\"84\" referrerpolicy=\"no-referrer\"/>Data source: company financial report;<a href=\"https://laohu8.com/S/KRKR\">36 Krypton</a>charting</p><p>Due to the impact of the epidemic, Berkshire's two pillar businesses-insurance and railways-have been hit hard. Investing in Apple has helped the company successfully weather the impact of the new crown. In just one year in 2021, Apple's stock price soared 33%. Today, Apple is the company with the highest shareholding ratio in Berkshire's portfolio, with a position exceeding 40%. In 2021, Berkshire Hathaway shares rose 30%, slightly ahead of the S&P 500's 27% gain.</p><p><img src=\"https://static.tigerbbs.com/acd8a53bdd5ff0b54b22563a8a3a4de9\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/>Apple's cumulative total return in the past five years has outperformed the S&P 500 and Nasdaq indexes Data source: Apple earnings report</p><p>Why is Buffett, who has always scoffed at technology stocks, willing to hold Apple for a long time? At the shareholder meeting in May 2021, Buffett revealed the core reason why he is optimistic about Apple, \"Apple is an extraordinary company, they have excellent management, and their products also have loyal fans around the world. Apple's brand and products are all very outstanding, and the profit margin is also very high. At the same time, mobile phones are an essential must-have in the lives of all young people.\"</p><p>In addition, a company's ROE (return on net assets) of 20%-30% for a long time can be regarded as an excellent company, and only companies with an ROE of not less than 20% and steady growth can enter Buffett's investment scope. A closer look at Apple's financial indicators shows that Apple's ROE performance is equally amazing, exceeding 30% for five consecutive years and continuing to grow. For Buffett, who attaches great importance to ROE in stock selection, this undoubtedly greatly increases his bargaining chips.</p><p><img src=\"https://static.tigerbbs.com/8a29f13184edf57b9af5676e5d5dc18b\" tg-width=\"550\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/>Data Source:<a href=\"https://laohu8.com/S/300033\">Straight flush</a>； 36 krypton drawing</p><p><b>Buffett's investment strategy: firmly believe in value investing</b></p><p>Since the 1950s, Buffett's name has resounded throughout the investment circle and become a legendary myth. In 2021, Buffett will be ranked No. 6 on the Forbes list with a net worth of $96 billion.</p><p>Buffett has always advocated the concept of value investing. After the collapse of the U.S. stock market in 1929, value investing was first proposed by Graham, the godfather of Wall Street, in \"Securities Analysis\", which is the so-called \"picking up cigarette butts\": the remaining cigarette butts after being smoked are yellow and moldy, but if you can smoke A free sip is of supreme value. The core of value investing is that the margin of safety is high enough. Only by long-term holding on this basis can safe and stable returns be obtained.</p><p>Buffett was attracted by his book \"The Smart Investor\" at the age of 19, and then went to Columbia University to become a student of Graham. He was influenced by Graham's investment philosophy throughout his life. Buffett's investment logic is also very clear: find a valuable but undervalued company, and then hold a stake in that company for a long time. \"If you are not prepared to hold a stock for ten years, then don't hold it for even ten minutes.\"</p><p>Buffett's position directly verifies the above statement. At the end of 2019, Berkshire owned seven stocks that had been held for more than 15 years, namely<a href=\"https://laohu8.com/S/WPO\">Washington Post</a>、<a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>、<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>, Procter & Gamble,<a href=\"https://laohu8.com/S/AXP\">American Express</a>Company,<a href=\"https://laohu8.com/S/MCO\">Moody's</a>Company, GEICO Insurance. Among them, the Washington Post has been held for 41 years and GEICO insurance has been held for 44 years.</p><p>In terms of industry choice, Buffett prefers traditional industries with stable competitive landscape such as finance, consumption, and public utilities; At the company level, Buffett values whether the company has a moat and excellent management, and whether it has advantages in terms of brand, product characteristics, and business model cost control. The so-called moat characteristics are embodied in large scale, sustained profitability, high ROE, low debt, and simple business.</p><p>As of September 30, 2021, the third quarter position report (13F), Berkshire's top five holdings are Apple,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>American Express, Coca-Cola,<a href=\"https://laohu8.com/S/KHC\">Kraft Heinz</a>, accounting for 42.78%, 14.61%, 8.65%, 7.15%, and 4.09% of the investment portfolio respectively.</p><p><b>Berkshire: The Next Trillion-Dollar Company?</b></p><p>As the world's top insurance group, Berkshire's predecessor can be traced back to the Valley Falls Company established in Valley Falls, Rhode Island in 1939. Valley Falls merged with other companies again and again over the years of development, and eventually became a textile factory with 15 factories and more than 12,000 workers. It was the early Berkshire Hathaway. By the end of the 20th century, with the successive closures of its factories and layoffs, Berkshire was on the verge of bankruptcy.</p><p>In 1965, Buffett began to take the helm of Berkshire, began to invest in secondary market stocks and participate in real companies, and continued to outperform the U.S. stock market. Its subsidiaries involve insurance, railways, energy, manufacturing and other industries.</p><p>In 2021, Berkshire will rank 11th among the Fortune Global 500 with operating income of US $245.51 billion and profit of US $42.52 billion. As of the close on February 11, Berkshire quoted US $479,400 per share, with a market value of US $713.745 billion, a cumulative increase of 6.37% since the year, outperforming the S&P 500 (-7.29%).</p><p>Since the beginning of the year, the market has been wailing. Under the expectation of tightening monetary policy in the United States, technology stocks are under pressure, and value stocks may benefit. In this context, Berkshire, which has always insisted on value investing, is expected to follow Apple,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>After that, it will become the next trillion-dollar market capitalization company.</p><p>For this slightly radical judgment, Berkshire's insurance + investment operation model has huge advantages. For many years, the public has mostly focused on Buffett's investment side, but has not mentioned much about his debt side. In fact, the close cooperation between the two established Buffett's unique investment style.</p><p>On the liability side, first of all, Berkshire's source of funds is mainly non-life insurance premiums. Many of its insurance companies can not only obtain continuous premium income, but also have a comprehensive cost ratio that is much lower than that of their peers, and they can even obtain some zero-cost or even negative-cost funds.</p><p>Secondly, as an insurance group mainly engaged in non-life insurance, many of Berkshire's non-life insurance products have a duration of within one year, and the capital occupation for compensation is superimposed. Berkshire needs to retain a large amount of cash position to deal with the above situation. Moreover, the asset management strategy of maintaining high liquidity will directly affect the decision-making of the investment side.</p><p><img src=\"https://static.tigerbbs.com/48cd1d3a0fe094c6d543c05865cf0abb\" tg-width=\"550\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/>Data source: Straight Flush; 36 krypton drawing</p><p>For the sake of premium safety, Berkshire's investment style is more stable. In addition to having higher requirements for asset-liability matching and risk-return, it also strictly controls financial leverage. Its leverage ratio is far lower than that of American property insurance and life insurance. industry-wide level.</p><p>In terms of investment style, based on the characteristics of its own debt side, Berkshire has always adhered to the principles of value investment such as moat and margin of safety, and avoided technology stocks with higher valuations.</p><p>On the other hand, the macro background may have little impact on Berkshire. As the Federal Reserve hinted at the beginning of the year that it would rate hike in March, the obviously hawkish stance and the soaring U.S. bond yields, the market sold high-valued stocks one after another and turned to value-defensive stocks to hedge. Berkshire, which is known for its steady style, bucked the trend and was popular with the market.</p><p>Taking examples as evidence, since the beginning of this year, Cathie Wood, a wooden sister who is optimistic about technology stocks and is known as the \"female version of Buffett\", has suffered from Waterloo. In the turmoil at the beginning of the year, Buffett is still sitting firmly on the Diaoyutai. Previously, Sister Wood owned six<a href=\"https://laohu8.com/S/C76.SI\">Innovation and Technology</a>ARKK funds once far exceeded the broader market, and ARKK has also performed well since the epidemic. However, with changes in macro liquidity, the performance gap between Berkshire and Ark Innovation ETF has narrowed to only 8 percentage points.</p><p><img src=\"https://static.tigerbbs.com/f26e36f3ba79a62693b4917318f8eb90\" tg-width=\"550\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/>Data Source Financial Times</p><p>At current valuation levels, it will take time for Berkshire to become the next trillion-dollar company. On January 25, Berkshire claimed that it expected to host its 2022 annual shareholder meeting live and webcast on April 30. Affected by the epidemic, Berkshire has completed two consecutive shareholder meetings online. The meeting will reveal the relevant contents of the 2021 annual report, which will be released on February 26.</p><p></body></html></p>","source":"36k","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The \"lover\" of the stock god: After staying together for six years, where did Buffett fall in love with Apple?</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 \"lover\" of the stock god: After staying together for six years, where did Buffett fall in love with Apple?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">36氪财经</strong><span class=\"h-time small\">2022-02-14 17:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author | Lin Yulian</p><p>For decades, Buffett has long pampered the consumer and financial industries and is not keen on investing in technology stocks. However, since January 2016,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>This global head technology company has become Buffett's \"favorite\" and has now occupied Buffett's companies<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>42.73% position in the portfolio. From scoffing at technology stocks, to now spending the largest position to buy Apple, \"holding hands\" for six years, where did Buffett fall in love with Apple?</p><p>Buffett is optimistic that most companies have moat characteristics and excellent management. In addition to product strength and management, Apple is unique in its strong consumption attributes as a technology stock, and its return on net assets has performed well for many consecutive years. As Apple's stock price has been rising all the way, Buffett has made a lot of money, and the investment income of US $134.1 billion in Apple has helped Berkshire withstand the negative impact of the epidemic.</p><p>At present, Berkshire's market value has exceeded 700 billion US dollars. Against the background that the Federal Reserve's rate hike is expected to envelope the market, will this world's top insurance group, which has long operated under the \"investment + insurance\" model, become the fifth trillion-dollar company?</p><p><b>Investing in Apple: Berkshire's Third Largest Business</b></p><p>In February 2020, Buffett admitted frankly in an interview with CNBC that Apple may be the best company in the world. It is not only a stock, but also Berkshire's third business. At the beginning of this year, Apple's stock price once rose to a record high of US $182.94 per share, becoming the world's first giant company to enter a market value of US $3 trillion, attracting market attention.</p><p>As of February 11, Apple closed at US $168.64, with a total market value of US $2.75 trillion, exceeding the UK's total GDP of US $2.71 trillion in 2020, equivalent to 7.5 Maotai.</p><p><img src=\"https://static.tigerbbs.com/fc05273ee76ab1ecf41ca6859e0ddcd7\" tg-width=\"550\" tg-height=\"339\" referrerpolicy=\"no-referrer\"/></p><p>Among review's many investors with heavy positions in Apple, Buffet is undoubtedly the biggest winner. Buffett's purchase of Apple dates back to 2016, when his potential successors, investment managers Todd Combs and Ted Wesler, guided his funds to buy 9.81 million Apple shares. After receiving Buffett's approval, Berkshire began to lift Apple heavily.</p><p>Since holding the position, Berkshire has also sold some Apple shares. In 2020, Apple's stock price was halved, and Buffett slightly lightened his position in the third quarter, earning $11 billion in revenue. As of January 3, 2022, Berkshire holds a total of 908 million Apple shares, with a shareholding ratio of 5.56%. Calculated based on the stock price of that day, the shareholding is worth 165.3 billion US dollars, minus the cumulative investment of 31.089 billion US dollars in 2020, which is a huge profit. More than 134.1 billion US dollars have aroused the envy of the market.</p><p><img src=\"https://static.tigerbbs.com/2b6123aa7605eb1074af7e2a93fafeb9\" tg-width=\"550\" tg-height=\"240\" referrerpolicy=\"no-referrer\"/>Data source: CNBC<img src=\"https://static.tigerbbs.com/236f8ead633b3024a9f008d243b983b1\" tg-width=\"550\" tg-height=\"84\" referrerpolicy=\"no-referrer\"/>Data source: company financial report;<a href=\"https://laohu8.com/S/KRKR\">36 Krypton</a>charting</p><p>Due to the impact of the epidemic, Berkshire's two pillar businesses-insurance and railways-have been hit hard. Investing in Apple has helped the company successfully weather the impact of the new crown. In just one year in 2021, Apple's stock price soared 33%. Today, Apple is the company with the highest shareholding ratio in Berkshire's portfolio, with a position exceeding 40%. In 2021, Berkshire Hathaway shares rose 30%, slightly ahead of the S&P 500's 27% gain.</p><p><img src=\"https://static.tigerbbs.com/acd8a53bdd5ff0b54b22563a8a3a4de9\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/>Apple's cumulative total return in the past five years has outperformed the S&P 500 and Nasdaq indexes Data source: Apple earnings report</p><p>Why is Buffett, who has always scoffed at technology stocks, willing to hold Apple for a long time? At the shareholder meeting in May 2021, Buffett revealed the core reason why he is optimistic about Apple, \"Apple is an extraordinary company, they have excellent management, and their products also have loyal fans around the world. Apple's brand and products are all very outstanding, and the profit margin is also very high. At the same time, mobile phones are an essential must-have in the lives of all young people.\"</p><p>In addition, a company's ROE (return on net assets) of 20%-30% for a long time can be regarded as an excellent company, and only companies with an ROE of not less than 20% and steady growth can enter Buffett's investment scope. A closer look at Apple's financial indicators shows that Apple's ROE performance is equally amazing, exceeding 30% for five consecutive years and continuing to grow. For Buffett, who attaches great importance to ROE in stock selection, this undoubtedly greatly increases his bargaining chips.</p><p><img src=\"https://static.tigerbbs.com/8a29f13184edf57b9af5676e5d5dc18b\" tg-width=\"550\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/>Data Source:<a href=\"https://laohu8.com/S/300033\">Straight flush</a>； 36 krypton drawing</p><p><b>Buffett's investment strategy: firmly believe in value investing</b></p><p>Since the 1950s, Buffett's name has resounded throughout the investment circle and become a legendary myth. In 2021, Buffett will be ranked No. 6 on the Forbes list with a net worth of $96 billion.</p><p>Buffett has always advocated the concept of value investing. After the collapse of the U.S. stock market in 1929, value investing was first proposed by Graham, the godfather of Wall Street, in \"Securities Analysis\", which is the so-called \"picking up cigarette butts\": the remaining cigarette butts after being smoked are yellow and moldy, but if you can smoke A free sip is of supreme value. The core of value investing is that the margin of safety is high enough. Only by long-term holding on this basis can safe and stable returns be obtained.</p><p>Buffett was attracted by his book \"The Smart Investor\" at the age of 19, and then went to Columbia University to become a student of Graham. He was influenced by Graham's investment philosophy throughout his life. Buffett's investment logic is also very clear: find a valuable but undervalued company, and then hold a stake in that company for a long time. \"If you are not prepared to hold a stock for ten years, then don't hold it for even ten minutes.\"</p><p>Buffett's position directly verifies the above statement. At the end of 2019, Berkshire owned seven stocks that had been held for more than 15 years, namely<a href=\"https://laohu8.com/S/WPO\">Washington Post</a>、<a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>、<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>, Procter & Gamble,<a href=\"https://laohu8.com/S/AXP\">American Express</a>Company,<a href=\"https://laohu8.com/S/MCO\">Moody's</a>Company, GEICO Insurance. Among them, the Washington Post has been held for 41 years and GEICO insurance has been held for 44 years.</p><p>In terms of industry choice, Buffett prefers traditional industries with stable competitive landscape such as finance, consumption, and public utilities; At the company level, Buffett values whether the company has a moat and excellent management, and whether it has advantages in terms of brand, product characteristics, and business model cost control. The so-called moat characteristics are embodied in large scale, sustained profitability, high ROE, low debt, and simple business.</p><p>As of September 30, 2021, the third quarter position report (13F), Berkshire's top five holdings are Apple,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>American Express, Coca-Cola,<a href=\"https://laohu8.com/S/KHC\">Kraft Heinz</a>, accounting for 42.78%, 14.61%, 8.65%, 7.15%, and 4.09% of the investment portfolio respectively.</p><p><b>Berkshire: The Next Trillion-Dollar Company?</b></p><p>As the world's top insurance group, Berkshire's predecessor can be traced back to the Valley Falls Company established in Valley Falls, Rhode Island in 1939. Valley Falls merged with other companies again and again over the years of development, and eventually became a textile factory with 15 factories and more than 12,000 workers. It was the early Berkshire Hathaway. By the end of the 20th century, with the successive closures of its factories and layoffs, Berkshire was on the verge of bankruptcy.</p><p>In 1965, Buffett began to take the helm of Berkshire, began to invest in secondary market stocks and participate in real companies, and continued to outperform the U.S. stock market. Its subsidiaries involve insurance, railways, energy, manufacturing and other industries.</p><p>In 2021, Berkshire will rank 11th among the Fortune Global 500 with operating income of US $245.51 billion and profit of US $42.52 billion. As of the close on February 11, Berkshire quoted US $479,400 per share, with a market value of US $713.745 billion, a cumulative increase of 6.37% since the year, outperforming the S&P 500 (-7.29%).</p><p>Since the beginning of the year, the market has been wailing. Under the expectation of tightening monetary policy in the United States, technology stocks are under pressure, and value stocks may benefit. In this context, Berkshire, which has always insisted on value investing, is expected to follow Apple,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>After that, it will become the next trillion-dollar market capitalization company.</p><p>For this slightly radical judgment, Berkshire's insurance + investment operation model has huge advantages. For many years, the public has mostly focused on Buffett's investment side, but has not mentioned much about his debt side. In fact, the close cooperation between the two established Buffett's unique investment style.</p><p>On the liability side, first of all, Berkshire's source of funds is mainly non-life insurance premiums. Many of its insurance companies can not only obtain continuous premium income, but also have a comprehensive cost ratio that is much lower than that of their peers, and they can even obtain some zero-cost or even negative-cost funds.</p><p>Secondly, as an insurance group mainly engaged in non-life insurance, many of Berkshire's non-life insurance products have a duration of within one year, and the capital occupation for compensation is superimposed. Berkshire needs to retain a large amount of cash position to deal with the above situation. Moreover, the asset management strategy of maintaining high liquidity will directly affect the decision-making of the investment side.</p><p><img src=\"https://static.tigerbbs.com/48cd1d3a0fe094c6d543c05865cf0abb\" tg-width=\"550\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/>Data source: Straight Flush; 36 krypton drawing</p><p>For the sake of premium safety, Berkshire's investment style is more stable. In addition to having higher requirements for asset-liability matching and risk-return, it also strictly controls financial leverage. Its leverage ratio is far lower than that of American property insurance and life insurance. industry-wide level.</p><p>In terms of investment style, based on the characteristics of its own debt side, Berkshire has always adhered to the principles of value investment such as moat and margin of safety, and avoided technology stocks with higher valuations.</p><p>On the other hand, the macro background may have little impact on Berkshire. As the Federal Reserve hinted at the beginning of the year that it would rate hike in March, the obviously hawkish stance and the soaring U.S. bond yields, the market sold high-valued stocks one after another and turned to value-defensive stocks to hedge. Berkshire, which is known for its steady style, bucked the trend and was popular with the market.</p><p>Taking examples as evidence, since the beginning of this year, Cathie Wood, a wooden sister who is optimistic about technology stocks and is known as the \"female version of Buffett\", has suffered from Waterloo. In the turmoil at the beginning of the year, Buffett is still sitting firmly on the Diaoyutai. Previously, Sister Wood owned six<a href=\"https://laohu8.com/S/C76.SI\">Innovation and Technology</a>ARKK funds once far exceeded the broader market, and ARKK has also performed well since the epidemic. However, with changes in macro liquidity, the performance gap between Berkshire and Ark Innovation ETF has narrowed to only 8 percentage points.</p><p><img src=\"https://static.tigerbbs.com/f26e36f3ba79a62693b4917318f8eb90\" tg-width=\"550\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/>Data Source Financial Times</p><p>At current valuation levels, it will take time for Berkshire to become the next trillion-dollar company. On January 25, Berkshire claimed that it expected to host its 2022 annual shareholder meeting live and webcast on April 30. Affected by the epidemic, Berkshire has completed two consecutive shareholder meetings online. The meeting will reveal the relevant contents of the 2021 annual report, which will be released on February 26.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/td4Tf0RDcVBGqfZO5CP2qQ\">36氪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9beffeecb928009bf6287e307899ffe3","relate_stocks":{"BRK.A":"伯克希尔","AAPL":"苹果","BRK.B":"伯克希尔B"},"source_url":"https://mp.weixin.qq.com/s/td4Tf0RDcVBGqfZO5CP2qQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143952641","content_text":"作者 | 林玉莲几十年来，巴菲特长期宠爱消费和金融行业，并不热衷于投资科技股。然而自2016年1月以来，苹果这一全球头部科技公司成为巴菲特的“心头好”，目前已占据巴菲特旗下公司伯克希尔投资组合42.73%的仓位。从对科技股嗤之以鼻，到现在花最大仓位买入苹果，“执手”六年，巴菲特到底爱上了苹果哪里？巴菲特看好企业大都具有护城河特征，以及拥有卓越的管理层。除开产品力、管理层，苹果的独特之处在于作为科技股却有着浓厚的消费属性，以及净资产收益率连续多年表现卓越。随着苹果股价一路走高，巴菲特赚得盆满钵地，1341亿美元对苹果的投资收益帮助伯克希尔扛住了来自疫情的负面影响。当下，伯克希尔的市值已经超过7000亿美元，在美联储加息预期笼罩市场的背景下，这家长期以“投资+保险”模式运作的世界顶级保险集团会成为第五个万亿美元公司吗？投资苹果：伯克希尔第三大业务2020年2月，巴菲特曾在CNBC采访中坦言，苹果可能是世界上最好的企业，它不仅是一只股票，更是伯克希尔的第三项业务。今年年初，苹果股价一度涨至历史新高182.94美元/股，成为全球首家迈入三万亿美元市值的巨头公司，引发市场关注。截至2月11日，苹果报收168.64美元，总市值2.75万亿美元，超过英国2020年GDP总值2.71万亿美元，相当于个7.5个茅台。复盘重仓苹果的众多投资人，巴菲特无疑是最大赢家。巴菲特买入苹果的历程还要回溯到2016年，其潜在接班人投资经理托德·库姆斯和泰德·韦斯勒，指导旗下基金买入了981万股苹果股票。在得到巴菲特批准后，伯克希尔开始大举重仓苹果。持仓以来，伯克希尔也曾出售部分苹果的股票。2020年，苹果股价腰斩，巴菲特在第三季度略微减仓，获得了110亿美元的收入。截至2022年1月3日，伯克希尔累计持有9.08亿苹果股票，持股比例5.56%，按当日股价计算，持股价值1653亿美元，减去2020年累计投入310.89亿美元，大赚1341亿美元有余，惹得市场羡艳。数据来源：CNBC数据来源：公司财报；36氪制图由于疫情的影响，伯克希尔两项支柱业务——保险和铁路均受到了巨大的打击，投资苹果帮助该公司顺利度过了新冠冲击。在2021年仅仅一年的时间内，苹果股价飙升33%，时至今日，苹果是伯克希尔投资组合中持股比例最高的公司，其仓位超40%。2021年，伯克希尔哈撒韦股价上涨30%，略高于标普500指数27%的涨幅。苹果近五年累计总回报跑赢标普500和纳斯达克指数 　　数据来源：苹果财报一向对科技股嗤之以鼻的巴菲特为何愿意长期持有苹果？在2021年5月的股东大会上，巴菲特透露了看好苹果的核心原因，“苹果是一个非凡的公司，他们有优秀的管理层，他们的产品在全球范围也有忠实的粉丝，苹果的品牌和产品都非常杰出，利润率也非常高。同时手机在所有年轻人生活中都是必不可少的必备品。”此外，一家企业ROE（净资产收益率）较长时间处于20%-30%可算作优秀企业，而ROE不低于20%且能够稳定增长的企业才能进入巴菲特的投资范围。仔细查看苹果财务指标可以发现，苹果的ROE表现同样惊人，连续五年都超过了30%且持续增长，对选股极其看重ROE的巴菲特而言，这无疑是大大加重了筹码。数据来源：同花顺；36氪制图巴菲特投资策略：坚信价值投资自上世纪50年代以来，巴菲特的名号就响彻了投资圈，成为具有传奇色彩的神话。2021年，巴菲特凭借960亿美元的身价登上福布斯排行榜第6位。一直以来，巴菲特倡导价值投资理念。1929年美股大崩溃后，价值投资由华尔街教父格雷厄姆在《证券分析》中被首次提出，即所谓的“捡烟蒂”：被人抽剩下的烟蒂泛黄又发霉，但若是能抽上免费的一口，便有无上的价值。价值投资的内核是安全边际足够高，在此基础上长期持有才能获得安全而稳定的收益。巴菲特在19岁时被其著作《聪明的投资者》吸引，之后前往哥伦比亚大学成为格雷厄姆的学生，一生受到格雷厄姆投资理念的影响。巴菲特的投资逻辑也非常清楚：发现有价值但被低估的公司，然后长期持有该公司的股份。“如果你没有持有一种股票十年的准备，那么连十分钟都不要持有这种股票”。巴菲特的持仓直接验证了以上说法。截至2019年底，伯克希尔拥有7只持有时间超过15年的股票，分别为华盛顿邮报、可口可乐、富国银行、宝洁公司、美国运通公司、穆迪公司、 GEICO保险。其中对华盛顿邮报的持有时间长达41年，对GEICO保险持有时间长达44年。在行业选择上，巴菲特倾偏好金融、消费、公用事业等竞争格局稳定的传统行业；在公司层面，巴菲特看重企业是否具有护城河和出色的管理层，是否在品牌、产品特性、商业模式成本控制等方面具有优势。所谓护城河特征，具体表现在规模大、持续盈利、ROE高且负债少、业务简单。截至2021年9月30日的第三季度持仓报告(13F)，伯克希尔前五大重仓股分别为苹果、美国银行、美国通运、可口可乐、卡夫亨氏，分别占去投资组合的42.78%、14.61%、8.65%、7.15%、4.09%。伯克希尔：下一个万亿级美元公司？伯克希尔作为世界顶级的保险集团，其前身可追溯到1939年在罗德岛谷瀑布市成立的谷瀑布公司，谷瀑布在多年的发展中和其他公司一次次合并，最终成为一家有着15家工厂和超过12000名工人的纺织厂，它就是早期的伯克希尔·哈撒韦。到二十世纪末，伴随着旗下工厂接连关闭和裁员风波，伯克希尔濒临倒闭。1965年，巴菲特开始掌舵伯克希尔，开始进行二级市场股票投资并参股实体企业，持续跑赢美股大盘，旗下子公司涉及保险、铁路、能源、制造业等多个行业。2021年，伯克希尔以2455.1亿美元的营业收入和425.2亿美元的利润位列《财富》世界500强第11位。截至2月11日收盘，伯克希尔报47.94万美元/股，市值达7137.45亿美元，年内以来累计上涨6.37%，跑赢标普500（-7.29%）。年初以来，市场一片哀嚎，在美国收紧货币政策预期下，科技股承压，价值股或将受益。在这样的时代背景下，一直坚持价值投资的伯克希尔有望继苹果、微软、亚马逊、特斯拉之后，成为下一个万亿级美元市值公司。对于这个略显激进的判断，伯克希尔保险+投资运作模式优势巨大。多年以来，大众关注巴菲特大都着眼于投资端，而对其负债端却没有太多提及。实际上，二者之间的紧密配合才确立了巴菲特独到的投资风格。在负债端，首先伯克希尔的资金来源主要是非寿险保费，旗下多家保险公司不仅能获得持续的保费收入，而且综合成本率也远低于同行，甚至还能获得部分零成本乃至负成本的资金。其次，伯克希尔作为一家主营非寿险的保险集团，其不少非寿险产品的久期都在一年内，再叠加用于赔付的资金占用，伯克希尔需要保留大量的现金头寸来应对上述局面。而且，保持高流动性的资产管理策略也会直接影响到投资端的决策。数据来源：同花顺；36氪制图出于对保费安全的考量，伯克希尔的投资风格更偏稳健，除了对资产负债匹配、风险收益有较高要求外，还严格控制财务杠杆，其杠杆倍数远低于美国财险、寿险的全行业水平。在投资风格方面，伯克希尔基于自身负债端的特点，始终坚守护城河与安全边际、回避估值较高的科技股等价值投资原则。另一方面，宏观大背景或许对伯克希尔的影响不大。随着年初美联储暗示3月将加息，明显偏鹰的表态加上美债收益率飙升，市场纷纷抛售高估值股票，转向价值防御型股票避险，以稳健风格著称的伯克希尔则逆势受到市场热捧。以实例为证，今年以来，看好科技股、有着“女版巴菲特”之称的木头姐凯西·伍德(Cathie Wood)遭遇滑铁卢，在年初的动荡中，巴菲特依然稳坐钓鱼台。此前木头姐旗下六只创新科技型基金一度远超大盘，ARKK自疫情以来也表现卓越，但随着宏观流动性发生变化，伯克希尔公司与方舟创新ETF之间的业绩差距缩小至仅8个百分点。数据来源：Financial Times以目前的估值水平，伯克希尔是否会成为下一个万亿美元公司尚需时日。1月25日，伯克希尔声称预计于4月30日现场举办2022年度股东大会并进行网络直播。受疫情的影响，伯克希尔已经连续两届股东大会都在线上完成。此次会议将透露2021年度报告相关内容，此报告将于2月26日发布。","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095368458,"gmtCreate":1644829665796,"gmtModify":1676533965647,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"😵🥶","listText":"😵🥶","text":"😵🥶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095368458","repostId":"1169977329","repostType":4,"repost":{"id":"1169977329","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":1644826893,"share":"https://ttm.financial/m/news/1169977329?lang=en_US&edition=fundamental","pubTime":"2022-02-14 16:21","market":"fut","language":"zh","title":"Market Overview | 300 billion \"coupon mao\" once crashed, and financial real estate fell! What happened","url":"https://stock-news.laohu8.com/highlight/detail?id=1169977329","media":"老虎资讯综合","summary":"要闻回顾1、国务院印发“十四五”国家应急体系规划国务院印发“十四五”国家应急体系规划，规划提出，到2025年，应急管理体系和能力现代化建设取得重大进展，形成统一指挥、专常兼备、反应灵敏、上下联动的中国","content":"<p><html><head></head><body><b>Highlights review</b></p><p><b>1. The State Council issued the \"14th Five-Year Plan\" national emergency system plan</b></p><p>The State Council issued the \"14th Five-Year Plan\" National Emergency System Plan. The plan proposes that by 2025, significant progress will be made in the modernization of the emergency management system and capabilities, and an emergency management system with Chinese characteristics will be formed with unified command, expertise and regular, responsiveness, and linkage between top and bottom. A national emergency response capability system with unified leadership, consistent powers and responsibilities, authority and efficiency will be established.</p><p><b>2、<a href=\"https://laohu8.com/S/300059\">Oriental Fortune</a>A sharp drop of 13% led the decline in the securities sector, sell-side research analyzed the sharp drop at two levels</b></p><p>Oriental Fortune shares fell 13% today, leading the decline in the securities sector. In this regard, the seller's research gives two levels of analysis: First, Oriental Fortune has now entered the share conversion period, and there have been significant pullback/retracement in the first two share conversion periods. This share conversion reached 15.8 billion yuan, which itself has certain downward pressure; Second, from the perspective of public offering positions, most institutional investors entered in the third and fourth quarters of last year. As of 21Q4, active equity funds held 952 million shares, making them the third largest public offering stock. At present, the price has gradually broken through their cost line, so this position may further aggravate volatility.</p><p><b>3. Business Society: Cement market demand is recovering and will mainly rise in a short period of time</b></p><p>According to the monitoring of SunSirs, the cement market in East China has risen recently. The price at the beginning of the week was 510 yuan/ton, and the price at the weekend was 520 yuan/ton, an increase of 1.96%. The current price has fallen by 5.45% month-on-month, and the current price has increased by 3.96% year-on-year.%.</p><p><b>4. The quotations of some lithium battery materials continue to rise, and lithium metal rises by another 60,000 yuan/ton</b></p><p><a href=\"https://laohu8.com/S/300226\">Shanghai Steel Union</a>According to the released data, the price of raw materials in the lithium battery industry chain rose again today, with metallic lithium rising by 60,000 yuan/ton, reaching a maximum of 2.16 million yuan/ton; Battery-grade lithium carbonate rose by 9,000 yuan/ton, with an average price of 414,000 yuan/ton; Lithium hydroxide rose by 8,500-10,000 yuan/ton. In addition, electrolytic cobalt, cobalt sulfate, lithium iron phosphate, etc. all rose to varying degrees.</p><p><b>Hong Kong Stocks</b></p><p>The Hong Kong stock index performed sluggish throughout the day, as global risk markets fell due to tensions in Ukraine. The Hang Seng Index fell 1.41% and fell 350 points, the State Index fell 1.89%, and the Hang Seng Technology Index fell 1.7%.<img src=\"https://static.tigerbbs.com/ff8716c3bfe8577c3d47244d369425aa\" tg-width=\"450\" tg-height=\"180\" referrerpolicy=\"no-referrer\"/>On the disk, the performance of large technology stocks was sluggish,<a href=\"https://laohu8.com/S/0999\">NetEase</a>Fell more than 4%, Meituan,<a href=\"https://laohu8.com/S/09618\">JD.com</a>、<a href=\"https://laohu8.com/S/09988\">Alibaba</a>Fell more than 3%, Kuaishou fell 2.8%,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Etc. all go lower; Previously active mainland real estate stocks and property management stocks led the decline in the market. Popular sectors such as power stocks, building materials and cement stocks, Chinese brokerage stocks, port shipping stocks, automobile stocks, and insurance fell one after another, while biotechnology stocks continued their decline.</p><p>On the other hand, geopolitical tensions and rising risk aversion boosted the strength of gold and oil stocks, while film stocks and travel stocks performed strongly throughout the day. The net outflow of southbound funds was 701 million Hong Kong dollars, and the market turnover was 113.8 billion Hong Kong dollars.</p><p><b>A Shares</b></p><p>Today, the three major indexes rebounded slightly in late trading, but still collectively closed down. As of the close, the Shanghai Composite Index fell 0.98% to 3428.88 points, with a turnover of 361.7 billion yuan; The Shenzhen Component Index fell 0.77% to 13123.21 points, with a turnover of 500.8 billion yuan. The ChiNext Index fell 0.52% to 2732.01 points. From the perspective of individual stocks, the two cities rose by 2,179 stocks, fell by 2,300 stocks, and 153 stocks rose unchanged. A total of 96 stocks in the two cities rose by the daily limit, and a total of 23 stocks fell by the limit.<img src=\"https://static.tigerbbs.com/e906238e8716175d14ff3c56bda77c1f\" tg-width=\"458\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/>On the disk, big finance and real estate-related industrial chains are the main forces in the decline, and big consumer sectors such as liquor are active. In terms of theme stocks, new crown treatment, tourism and other themes have strengthened significantly, and lithium battery stocks have also ushered in a rebound. Overall, the market rotation effect is relatively obvious, with individual stocks in the two cities rising and falling 50%. Specifically, heavyweight sectors such as finance and real estate fell sharply. The 300 billion giant Oriental Fortune suddenly \"turned off the lights and ate noodles\", closing down more than 13%, and the full-day turnover exceeded 15 billion. In the real estate sector, Guangdong Hongyuan A fell by the limit, and Macrolink, Tahoe Group and other stocks were among the top losers. Tourism themes continue to explode, with Caesars Tourism having three consecutive boards, Huatian Hotel, Tibet Tourism, Qujiang Cultural Tourism and other stocks closing boards. CITIC Securities believes that looking forward to the whole year of 2022, the trend of weakening the impact of the epidemic is relatively clear, and it is expected that the main line of investment in epidemic recovery will run through the whole year.</p><p>Pfizer's new crown oral drug was approved in China. Today, the new crown drug sector broke out. Porton signed an order with Pfizer, and the stock price rose by the daily limit. Yaben Chemical, a big demon stock that had soared four times before, plummeted 44% last week, and today it hit the daily limit of 20% again.</p><p>Today, lithium battery stocks ushered in a rebound, and CATL's stock price returned to above 500 yuan, closing up more than 3%. Stocks such as SINOMACH and Rongjie rose sharply.</p><p><b>US stocks</b></p><p>All three major U.S. stock index futures fell during the premarket session. As of press time, Dow futures fell 0.02%; S&P 500 futures fell 0.13%; Nasdaq 100 futures fell 0.26%.<img src=\"https://static.tigerbbs.com/16b3fa6e2e1bf3c2978a62dc4f29683c\" tg-width=\"472\" tg-height=\"162\" referrerpolicy=\"no-referrer\"/><b>European stock markets</b></p><p>Major European stock markets all fell in the early session.<img src=\"https://static.tigerbbs.com/ae5f4763f1ccbc7bc4171d9443ab847f\" tg-width=\"638\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/><b>Commodities</b><img src=\"https://static.tigerbbs.com/b3b49df8f63816a06f211e2c5095fc75\" tg-width=\"651\" tg-height=\"192\" referrerpolicy=\"no-referrer\"/><b>Gold</b></p><p>The US Dollar Index rose on Friday (February 11), with the S&P 500 index falling nearly 2%, the largest two-day drop since 2020; The yen reversed its losses this week as the tightening situation in Ukraine weighed on investor sentiment. Spot gold surged to a nearly two-month high as concerns about soaring inflation and geopolitical conditions boosted demand for the safe-haven metal. Gold prices extended their gains on Friday, hitting their highest level since November last year, thanks to the tight situation in Ukraine that stimulated investors' safe-haven demand; Spot gold once rose 2.12% to $1,865.48 an ounce, the highest level since November 19; The gold price rose 2.8% this week, its best week since May 7 last year. U.S. National Security Adviser Sullivan said on Friday that the United States believes Russia will take military action against Ukraine as early as next week, before the end of the Beijing Winter Olympics, or try to trigger internal conflict in Ukraine; Russia has repeatedly denied planning to attack Ukraine.</p><p>Affected by risk aversion, U.S. stocks fell, while U.S. Treasury Bond and the dollar rose. The attractiveness of gold in times of high inflation and geopolitical uncertainty offsets concerns that rising interest rates will hurt gold demand; Liu Fuyun said that gold prices broke through higher because if Russia does invade Ukraine, the global economic recovery will be hit hard, and the risks to the outlook have been increasing. It now seems that the accelerated policy tightening by the Federal Reserve and the intensification of geopolitical risks will make many investors pass Gold safe haven. No one wants to short gold before the weekend, so prices should be supported by next week. Liu Fuyun said some investors are also betting that some consumer goods prices will remain high despite central bank efforts to curb inflation, boosting gold's inflation hedge appeal.</p><p>As of 16:33 Beijing time, the commodity market shows:</p><p><ul><li>Spot gold prices rose $17.15, or about 0.93%, to $1,859.25 an ounce.</li></ul><b>crude oil</b></p><p>Oil rose for the eighth consecutive week, with the global benchmark Brent price exceeding $95, and U.S. oil rising more than 4%, hitting a new high since September 2014 to $94.66/barrel, as the tight situation between Ukraine and Russia intensified. Concerns about tight global supplies were raised before giving up gains. U.S. National Security Adviser Jake Sullivan said on Friday that the United States believes Russia may take offensive military action as early as next week or try to provoke conflict within Ukraine; A potential Russian invasion of Ukraine could not only disrupt crude supplies, but also trigger retaliatory US sanctions. Oil prices have soared in recent weeks on speculation that a global economic rebound will push demand over supply. Ed Moya, senior market analyst at Oanda's Americas business, said the oil market is waiting for an important catalyst to justify oil prices rising above $100, while the situation in Ukraine seems to be deteriorating. If Russian military actions are confirmed next week, then crude oil supply Expectations of disruptions could send oil prices up another 10%. OPEC said on Thursday that the recovery in global oil demand could exceed expectations this year as economic activity rebounds and travel heats up. However, the rise in oil prices also faced some resistance, because after the Iranian nuclear talks resumed in Vienna on Tuesday, American and European officials said that the parties were close to reaching an agreement.</p><p>As of 16:23 Beijing time, the commodity market shows:</p><p><ul><li>U.S. WTI crude oil futures fell $0.22, or 0.24%, to $93.32 a barrel.</li><li>Brent crude oil futures fell $0.03, or 0.03%, to $94.47 a barrel.</li></ul></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>Market Overview | 300 billion \"coupon mao\" once crashed, and financial real estate fell! What happened</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\">\nMarket Overview | 300 billion \"coupon mao\" once crashed, and financial real estate fell! What happened\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-02-14 16:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Highlights review</b></p><p><b>1. The State Council issued the \"14th Five-Year Plan\" national emergency system plan</b></p><p>The State Council issued the \"14th Five-Year Plan\" National Emergency System Plan. The plan proposes that by 2025, significant progress will be made in the modernization of the emergency management system and capabilities, and an emergency management system with Chinese characteristics will be formed with unified command, expertise and regular, responsiveness, and linkage between top and bottom. A national emergency response capability system with unified leadership, consistent powers and responsibilities, authority and efficiency will be established.</p><p><b>2、<a href=\"https://laohu8.com/S/300059\">Oriental Fortune</a>A sharp drop of 13% led the decline in the securities sector, sell-side research analyzed the sharp drop at two levels</b></p><p>Oriental Fortune shares fell 13% today, leading the decline in the securities sector. In this regard, the seller's research gives two levels of analysis: First, Oriental Fortune has now entered the share conversion period, and there have been significant pullback/retracement in the first two share conversion periods. This share conversion reached 15.8 billion yuan, which itself has certain downward pressure; Second, from the perspective of public offering positions, most institutional investors entered in the third and fourth quarters of last year. As of 21Q4, active equity funds held 952 million shares, making them the third largest public offering stock. At present, the price has gradually broken through their cost line, so this position may further aggravate volatility.</p><p><b>3. Business Society: Cement market demand is recovering and will mainly rise in a short period of time</b></p><p>According to the monitoring of SunSirs, the cement market in East China has risen recently. The price at the beginning of the week was 510 yuan/ton, and the price at the weekend was 520 yuan/ton, an increase of 1.96%. The current price has fallen by 5.45% month-on-month, and the current price has increased by 3.96% year-on-year.%.</p><p><b>4. The quotations of some lithium battery materials continue to rise, and lithium metal rises by another 60,000 yuan/ton</b></p><p><a href=\"https://laohu8.com/S/300226\">Shanghai Steel Union</a>According to the released data, the price of raw materials in the lithium battery industry chain rose again today, with metallic lithium rising by 60,000 yuan/ton, reaching a maximum of 2.16 million yuan/ton; Battery-grade lithium carbonate rose by 9,000 yuan/ton, with an average price of 414,000 yuan/ton; Lithium hydroxide rose by 8,500-10,000 yuan/ton. In addition, electrolytic cobalt, cobalt sulfate, lithium iron phosphate, etc. all rose to varying degrees.</p><p><b>Hong Kong Stocks</b></p><p>The Hong Kong stock index performed sluggish throughout the day, as global risk markets fell due to tensions in Ukraine. The Hang Seng Index fell 1.41% and fell 350 points, the State Index fell 1.89%, and the Hang Seng Technology Index fell 1.7%.<img src=\"https://static.tigerbbs.com/ff8716c3bfe8577c3d47244d369425aa\" tg-width=\"450\" tg-height=\"180\" referrerpolicy=\"no-referrer\"/>On the disk, the performance of large technology stocks was sluggish,<a href=\"https://laohu8.com/S/0999\">NetEase</a>Fell more than 4%, Meituan,<a href=\"https://laohu8.com/S/09618\">JD.com</a>、<a href=\"https://laohu8.com/S/09988\">Alibaba</a>Fell more than 3%, Kuaishou fell 2.8%,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Etc. all go lower; Previously active mainland real estate stocks and property management stocks led the decline in the market. Popular sectors such as power stocks, building materials and cement stocks, Chinese brokerage stocks, port shipping stocks, automobile stocks, and insurance fell one after another, while biotechnology stocks continued their decline.</p><p>On the other hand, geopolitical tensions and rising risk aversion boosted the strength of gold and oil stocks, while film stocks and travel stocks performed strongly throughout the day. The net outflow of southbound funds was 701 million Hong Kong dollars, and the market turnover was 113.8 billion Hong Kong dollars.</p><p><b>A Shares</b></p><p>Today, the three major indexes rebounded slightly in late trading, but still collectively closed down. As of the close, the Shanghai Composite Index fell 0.98% to 3428.88 points, with a turnover of 361.7 billion yuan; The Shenzhen Component Index fell 0.77% to 13123.21 points, with a turnover of 500.8 billion yuan. The ChiNext Index fell 0.52% to 2732.01 points. From the perspective of individual stocks, the two cities rose by 2,179 stocks, fell by 2,300 stocks, and 153 stocks rose unchanged. A total of 96 stocks in the two cities rose by the daily limit, and a total of 23 stocks fell by the limit.<img src=\"https://static.tigerbbs.com/e906238e8716175d14ff3c56bda77c1f\" tg-width=\"458\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/>On the disk, big finance and real estate-related industrial chains are the main forces in the decline, and big consumer sectors such as liquor are active. In terms of theme stocks, new crown treatment, tourism and other themes have strengthened significantly, and lithium battery stocks have also ushered in a rebound. Overall, the market rotation effect is relatively obvious, with individual stocks in the two cities rising and falling 50%. Specifically, heavyweight sectors such as finance and real estate fell sharply. The 300 billion giant Oriental Fortune suddenly \"turned off the lights and ate noodles\", closing down more than 13%, and the full-day turnover exceeded 15 billion. In the real estate sector, Guangdong Hongyuan A fell by the limit, and Macrolink, Tahoe Group and other stocks were among the top losers. Tourism themes continue to explode, with Caesars Tourism having three consecutive boards, Huatian Hotel, Tibet Tourism, Qujiang Cultural Tourism and other stocks closing boards. CITIC Securities believes that looking forward to the whole year of 2022, the trend of weakening the impact of the epidemic is relatively clear, and it is expected that the main line of investment in epidemic recovery will run through the whole year.</p><p>Pfizer's new crown oral drug was approved in China. Today, the new crown drug sector broke out. Porton signed an order with Pfizer, and the stock price rose by the daily limit. Yaben Chemical, a big demon stock that had soared four times before, plummeted 44% last week, and today it hit the daily limit of 20% again.</p><p>Today, lithium battery stocks ushered in a rebound, and CATL's stock price returned to above 500 yuan, closing up more than 3%. Stocks such as SINOMACH and Rongjie rose sharply.</p><p><b>US stocks</b></p><p>All three major U.S. stock index futures fell during the premarket session. As of press time, Dow futures fell 0.02%; S&P 500 futures fell 0.13%; Nasdaq 100 futures fell 0.26%.<img src=\"https://static.tigerbbs.com/16b3fa6e2e1bf3c2978a62dc4f29683c\" tg-width=\"472\" tg-height=\"162\" referrerpolicy=\"no-referrer\"/><b>European stock markets</b></p><p>Major European stock markets all fell in the early session.<img src=\"https://static.tigerbbs.com/ae5f4763f1ccbc7bc4171d9443ab847f\" tg-width=\"638\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/><b>Commodities</b><img src=\"https://static.tigerbbs.com/b3b49df8f63816a06f211e2c5095fc75\" tg-width=\"651\" tg-height=\"192\" referrerpolicy=\"no-referrer\"/><b>Gold</b></p><p>The US Dollar Index rose on Friday (February 11), with the S&P 500 index falling nearly 2%, the largest two-day drop since 2020; The yen reversed its losses this week as the tightening situation in Ukraine weighed on investor sentiment. Spot gold surged to a nearly two-month high as concerns about soaring inflation and geopolitical conditions boosted demand for the safe-haven metal. Gold prices extended their gains on Friday, hitting their highest level since November last year, thanks to the tight situation in Ukraine that stimulated investors' safe-haven demand; Spot gold once rose 2.12% to $1,865.48 an ounce, the highest level since November 19; The gold price rose 2.8% this week, its best week since May 7 last year. U.S. National Security Adviser Sullivan said on Friday that the United States believes Russia will take military action against Ukraine as early as next week, before the end of the Beijing Winter Olympics, or try to trigger internal conflict in Ukraine; Russia has repeatedly denied planning to attack Ukraine.</p><p>Affected by risk aversion, U.S. stocks fell, while U.S. Treasury Bond and the dollar rose. The attractiveness of gold in times of high inflation and geopolitical uncertainty offsets concerns that rising interest rates will hurt gold demand; Liu Fuyun said that gold prices broke through higher because if Russia does invade Ukraine, the global economic recovery will be hit hard, and the risks to the outlook have been increasing. It now seems that the accelerated policy tightening by the Federal Reserve and the intensification of geopolitical risks will make many investors pass Gold safe haven. No one wants to short gold before the weekend, so prices should be supported by next week. Liu Fuyun said some investors are also betting that some consumer goods prices will remain high despite central bank efforts to curb inflation, boosting gold's inflation hedge appeal.</p><p>As of 16:33 Beijing time, the commodity market shows:</p><p><ul><li>Spot gold prices rose $17.15, or about 0.93%, to $1,859.25 an ounce.</li></ul><b>crude oil</b></p><p>Oil rose for the eighth consecutive week, with the global benchmark Brent price exceeding $95, and U.S. oil rising more than 4%, hitting a new high since September 2014 to $94.66/barrel, as the tight situation between Ukraine and Russia intensified. Concerns about tight global supplies were raised before giving up gains. U.S. National Security Adviser Jake Sullivan said on Friday that the United States believes Russia may take offensive military action as early as next week or try to provoke conflict within Ukraine; A potential Russian invasion of Ukraine could not only disrupt crude supplies, but also trigger retaliatory US sanctions. Oil prices have soared in recent weeks on speculation that a global economic rebound will push demand over supply. Ed Moya, senior market analyst at Oanda's Americas business, said the oil market is waiting for an important catalyst to justify oil prices rising above $100, while the situation in Ukraine seems to be deteriorating. If Russian military actions are confirmed next week, then crude oil supply Expectations of disruptions could send oil prices up another 10%. OPEC said on Thursday that the recovery in global oil demand could exceed expectations this year as economic activity rebounds and travel heats up. However, the rise in oil prices also faced some resistance, because after the Iranian nuclear talks resumed in Vienna on Tuesday, American and European officials said that the parties were close to reaching an agreement.</p><p>As of 16:23 Beijing time, the commodity market shows:</p><p><ul><li>U.S. WTI crude oil futures fell $0.22, or 0.24%, to $93.32 a barrel.</li><li>Brent crude oil futures fell $0.03, or 0.03%, to $94.47 a barrel.</li></ul></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"399001":"深证成指","399006":"创业板指","399102":"创业板综","HSI":"恒生指数","000001.SH":"上证指数","HSCCI":"红筹指数","HSCEI":"国企指数","HSTECH":"恒生科技指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169977329","content_text":"要闻回顾1、国务院印发“十四五”国家应急体系规划国务院印发“十四五”国家应急体系规划，规划提出，到2025年，应急管理体系和能力现代化建设取得重大进展，形成统一指挥、专常兼备、反应灵敏、上下联动的中国特色应急管理体制，建成统一领导、权责一致、权威高效的国家应急能力体系，防范化解重大安全风险体制机制不断健全，应急救援力量建设全面加强，应急管理法治水平、科技信息化水平和综合保障能力大幅提升，安全生产、综合防灾减灾形势趋稳向好，自然灾害防御水平明显提升，全社会防范和应对处置灾害事故能力显著增强。2、东方财富大跌13%领跌证券板块 卖方研究两个层面分析大跌东方财富股票今日大跌13%，领跌证券板块。对此，卖方研究给出两个层面的分析：第一是东方财富现已进入转股期，在前两次转股期均呈出现显著回撤，本次转股达158亿元，本身存在一定下行压力；第二是从公募持仓来看，大多数机构投资者是去年三四季度进入，截至21Q4主动权益类基金持仓9.52亿股，为公募第三大重仓股，目前价格已经逐步击穿他们的成本线，所以这个位置或进一步加剧波动。3、生意社：水泥市场需求正在恢复 短时间内以上涨为主据生意社监测显示，近期华东地区水泥行情走高，周初价格为510元/吨，周末价格为520元/吨，上涨了1.96%，当前价格环比下跌了5.45%，当前价格同比去年上涨了3.96%。4、部分锂电材料报价继续上涨 金属锂再涨6万元/吨上海钢联发布的数据显示，今日锂电产业链原材料价格再次上扬，金属锂涨6万元/吨，最高报216万元/吨；电池级碳酸锂涨0.9万元/吨，均价报41.4万元/吨；氢氧化锂涨0.85万-1万元/吨。此外，电解钴、硫酸钴、磷酸铁锂等均有不同程度上涨。港股港股指数全天表现低迷，因乌克兰局势紧张，全球风险市场下挫。恒指跌1.41%下挫350点，国指跌1.89%，恒生科技指数跌1.7%。盘面上，大型科技股表现萎靡，网易跌超4%，美团、京东、阿里巴巴跌超3%，快手跌2.8%，腾讯等皆走低；此前活跃的内房股与物管股领跌市场，电力股、建材水泥股、中资券商股、港口航运股、汽车股、保险等热门板块纷纷下挫，生物科技股延续跌势。另一方面，地缘政治紧张，避险情绪升温，助推黄金、石油股走强，电影股、旅游股全天表现强势。南下资金净流出7.01亿港元，大市成交额为1138亿港元。A股今日三大指数尾盘小幅反弹，但仍集体收跌。截至收盘，沪指跌0.98%报3428.88点，成交3617亿元；深成指跌0.77%报13123.21点，成交5008亿元。创业板指下跌0.52%，报2732.01点。从个股看，两市上涨2179家，下跌2300家，153家涨幅持平，两市共96股涨停，共23股跌停。盘面上，大金融、地产相关产业链为杀跌主力，白酒等大消费板块走势活跃，题材股方面，新冠治疗、旅游等题材大幅走强，锂电股也迎来反弹。总体看，市场轮动效应比较明显，两市个股涨跌各半。具体来看，金融、地产等权重板块大幅杀跌，3000亿巨头东方财富突然“关灯吃面”，收盘大跌超13%，全天成交额超150亿。地产板块中，粤宏远A跌停，新华联、泰禾集团等股跌幅居前。旅游题材继续爆发，凯撒旅业3连板，华天酒店、西藏旅游、曲江文旅等多股封板。中信证券认为，展望2022全年，疫情影响减弱的趋势较明确，预计疫情修复投资主线将贯穿全年。辉瑞新冠口服药国内获批，今日新冠药物板块爆发，博腾股份与辉瑞签订订单，股价一字涨停。此前暴涨4倍的大妖股雅本化学，上周一周暴跌44%，今日再度20%涨停。今日锂电股迎来反弹，宁德时代股价重回500元上方，收盘涨幅超3%。国机通用、融捷股份等股大幅走高。美股美股三大指数期货盘前时段悉数下跌。截至发稿，道指期货跌0.02%；标普500指数期货跌0.13%；纳斯达克100指数期货跌0.26%。 欧洲股市欧洲主要股市在盘初时段悉数下跌。大宗商品黄金周五（2月11日）美元指数走高，标普500指数跌近2%，创下2020年以来最大两日跌幅；由于乌克兰紧刘局势加剧令投资者人气承压，日元扭转了本周的跌势。现货黄金劲升至近两个月高点，因对通胀飙升和地缘局势的担忧，提振了对这种避险金属的需求。周五黄金价格延续涨势，触及去年11月以来的最高水平，得益于乌克兰紧刘局势刺激了投资者的避险需求；现货黄金一度上涨2.12%至每盎司1865.48美元，创出了11月19日以来的最高水平；本周金价上涨2.8%，为去年5月7日以来的最佳一周。美国国家安全顾问沙利文周五表示，美国认为俄罗斯最早在下周、即北京冬奥会结束之前对乌克兰军事行动，或者试图引发乌克兰内部冲突；俄罗斯一再否认计划袭击乌克兰。受避险情绪影响，美国股市下跌，美国国债和美元上涨。黄金在高通胀和地缘政治不确定性时期的吸引力，抵消了关于利率上升将损害黄金需求的担忧；刘福云说，金价突破走高，因为如果俄罗斯真的入侵乌克兰，全球经济复苏将受到重创，前景面临的风险一直在增加，现在看来，美联储加速收紧政策和地缘政治风险加剧将让许多投资者通过黄金避险。没有人愿意在周末前做空黄金，因此价格到下周之际应该会得到支撑。刘福云表示，一些投资者还押注，尽管央行努力遏制通胀，但一些消费品价格将保持高位，这提振了黄金的通胀对冲吸引力。截至北京时间16:33，大宗商品行情显示：现货黄金价格涨17.15美元或约0.93%，报1859.25美元/盎司。原油石油连续第八周上涨，全球基准的布伦特价格突破95美元，美油涨超4%，刷新2014年9月以来高点至94.66美元/桶，因乌克兰和俄罗斯之间的紧刘局势加剧了对全球供应紧刘的担忧，之后回吐涨幅。美国国家安全顾问Jake Sullivan周五说，美国认为俄罗斯可能最早在下周采取进攻性军事行动，或试图在乌克兰内部挑起冲突；潜在的俄罗斯入侵乌克兰不仅可能扰乱原油供应，还可能引发美国的报复性制裁。油价近几周飙升，因市场猜测全球经济反弹将使需求超过供给。Oanda美洲业务高级市场分析师Ed Moya说，石油市场在等待一个重要的催化剂，证明油价升破100美元是合理的，而乌克兰局势似乎在恶化，如果俄罗斯军队动作在下周得到证实，那么原油供应中断的预期可能会使油价再上涨10%。OPEC周四表示，随着经济活动的反弹和旅行升温，全球石油需求复苏今年可能超过预期超过预期。不过，油价的上涨也面临一些阻力，因为伊朗核谈判周二在维也纳恢复之后，美欧官员都表示各方正在接近达成协议。截至北京时间16:23，大宗商品行情显示：美国WTI原油期货价格跌0.22美元或0.24%，报93.32美元/桶。布伦特原油期货价格跌0.03美元或0.03%，报94.47美元/桶。","news_type":1,"symbols_score_info":{"399001":0,"399006":0,"399102":0,"HSTECH":0,"HSI":0,"000001.SH":0,"HSCEI":0,"HSCCI":0}},"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092793331,"gmtCreate":1644723250221,"gmtModify":1676533956735,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"😇","listText":"😇","text":"😇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092793331","repostId":"2211852418","repostType":4,"repost":{"id":"2211852418","kind":"news","pubTimestamp":1644709560,"share":"https://ttm.financial/m/news/2211852418?lang=en_US&edition=fundamental","pubTime":"2022-02-13 07:46","market":"us","language":"zh","title":"Apple executives may need to testify in Justice Department's Google search lawsuit","url":"https://stock-news.laohu8.com/highlight/detail?id=2211852418","media":"市场资讯","summary":"　　苹果的高层管理人员可能要在美司法部对Google的诉讼中发挥作用，管理层将在搜索巨头的审判前成为取证的对象。据悉，DOJ于2020年10月对Google提起反垄断诉讼，称这家科技巨头在互联网搜索行业中滥用权力。在为审判做准备时，苹果的领导层似乎将在诉讼的一部分中出现。　　据报道，在苹果的案例中，Google已经向该公司支付了数十亿美元以维持其在iOS版Safari浏览器中的默认搜索位置。　　DOJ正在对Google和苹果的涉嫌反垄断活动进行多项调查。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/AAPL\">Apple</a>The top management of the U.S. Department of Justice (DOJ) may have to play a role in the lawsuit against Google, and the management will be the object of evidence before the trial of the search giant. It is reported that the DOJ filed an antitrust lawsuit against Google in October 2020, claiming that the tech giant abused its power in the Internet search industry. In preparation for the trial, it appears that Apple's leadership will appear in part of the lawsuit.<img src=\"https://static.tigerbbs.com/c9db449a5121b5fe1fc84f9af50ff2c1\" tg-width=\"720\" tg-height=\"360\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>During a pre-trial hearing on Friday, Steven Sunshine told the court on behalf of Apple that the DOJ had requested testimony from Apple's \"top executives,\" Reuters reported. However, Sunshine also acknowledged that it is not clear exactly what the DOJ wants from Apple.</p><p>The lawsuit involves Google's attempt to maintain its position as the dominant search company, using arrangements with equipment and software vendors to ensure that it becomes the default search option provided to consumers.</p><p>In Apple's case, Google has reportedly paid the company billions of dollars to maintain its default search position in the Safari browser for iOS. While analysts estimate payments in 2021 at around $15 billion, neither Google nor Apple disclosed any details of the deal.</p><p>Currently, the trial date of the lawsuit has been determined as September 12, 2023.</p><p>The DOJ is conducting multiple investigations into alleged antitrust activities by Google and Apple. However, in December, funding concerns related to the proposed Build Back Better social spending bill delayed discussions of further antitrust complaints until March or later.</p><p>The DOJ complaint isn't the only one about Google's payments to Apple. A class action lawsuit filed in January alleges that the payment transaction violated U.S. antitrust laws because Apple allegedly agreed to abandon developing its own search engine.</p><p></body></html></p>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple executives may need to testify in Justice Department's Google search lawsuit</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple executives may need to testify in Justice Department's Google search lawsuit\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">市场资讯</strong><span class=\"h-time small\">2022-02-13 07:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/AAPL\">Apple</a>The top management of the U.S. Department of Justice (DOJ) may have to play a role in the lawsuit against Google, and the management will be the object of evidence before the trial of the search giant. It is reported that the DOJ filed an antitrust lawsuit against Google in October 2020, claiming that the tech giant abused its power in the Internet search industry. In preparation for the trial, it appears that Apple's leadership will appear in part of the lawsuit.<img src=\"https://static.tigerbbs.com/c9db449a5121b5fe1fc84f9af50ff2c1\" tg-width=\"720\" tg-height=\"360\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>During a pre-trial hearing on Friday, Steven Sunshine told the court on behalf of Apple that the DOJ had requested testimony from Apple's \"top executives,\" Reuters reported. However, Sunshine also acknowledged that it is not clear exactly what the DOJ wants from Apple.</p><p>The lawsuit involves Google's attempt to maintain its position as the dominant search company, using arrangements with equipment and software vendors to ensure that it becomes the default search option provided to consumers.</p><p>In Apple's case, Google has reportedly paid the company billions of dollars to maintain its default search position in the Safari browser for iOS. While analysts estimate payments in 2021 at around $15 billion, neither Google nor Apple disclosed any details of the deal.</p><p>Currently, the trial date of the lawsuit has been determined as September 12, 2023.</p><p>The DOJ is conducting multiple investigations into alleged antitrust activities by Google and Apple. However, in December, funding concerns related to the proposed Build Back Better social spending bill delayed discussions of further antitrust complaints until March or later.</p><p>The DOJ complaint isn't the only one about Google's payments to Apple. A class action lawsuit filed in January alleges that the payment transaction violated U.S. antitrust laws because Apple allegedly agreed to abandon developing its own search engine.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-02-13/doc-ikyamrna0479564.shtml\">市场资讯</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9db449a5121b5fe1fc84f9af50ff2c1","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4514":"搜索引擎","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","GOOG":"谷歌","BK4566":"资本集团","BK4505":"高瓴资本持仓","AAPL":"苹果","BK4515":"5G概念","BK4538":"云计算","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","BK4507":"流媒体概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4525":"远程办公概念","BK4561":"索罗斯持仓","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","GOOGL":"谷歌A","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4501":"段永平概念","BK4553":"喜马拉雅资本持仓"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-02-13/doc-ikyamrna0479564.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2211852418","content_text":"苹果的高层管理人员可能要在美司法部（DOJ）对Google的诉讼中发挥作用，管理层将在搜索巨头的审判前成为取证的对象。据悉，DOJ于2020年10月对Google提起反垄断诉讼，称这家科技巨头在互联网搜索行业中滥用权力。在为审判做准备时，苹果的领导层似乎将在诉讼的一部分中出现。据路透社报道，在周五的预审听证会上，Steven Sunshine代表苹果告诉法庭，DOJ已经要求苹果的“最高层管理人员”提供证词。然而，Sunshine也承认，并不清楚DOJ到底想从苹果得到什么。该诉讼涉及到Google试图维持其作为主导搜索公司的地位，利用跟设备和软件供应商的安排来确保其成为提供给消费者的默认搜索选项。据报道，在苹果的案例中，Google已经向该公司支付了数十亿美元以维持其在iOS版Safari浏览器中的默认搜索位置。虽然分析师估计2021年的付款额在150亿美元左右，但Google和苹果都没有披露该交易的任何细节。目前，该诉讼案的审判日期已经确定为2023年9月12日。DOJ正在对Google和苹果的涉嫌反垄断活动进行多项调查。然而在12月，跟Build Back Better社会支出法案提案有关的资金担忧将进一步提出反垄断投诉的讨论推迟到3月或更晚。DOJ的投诉并不是唯一关于Google向苹果付款的投诉。1月份提起的集体诉讼称，由于苹果据称同意放弃开发自己的搜索引擎，因此该支付交易违反了美国反垄断法。","news_type":1,"symbols_score_info":{"GOOGL":0.6,"AAPL":0.6,"GOOG":0.6}},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092790211,"gmtCreate":1644722894294,"gmtModify":1676533956693,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"💣","listText":"💣","text":"💣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092790211","repostId":"2210311521","repostType":4,"repost":{"id":"2210311521","kind":"highlight","pubTimestamp":1644716048,"share":"https://ttm.financial/m/news/2210311521?lang=en_US&edition=fundamental","pubTime":"2022-02-13 09:34","market":"us","language":"zh","title":"What will the war in Ukraine mean for markets if it breaks out?","url":"https://stock-news.laohu8.com/highlight/detail?id=2210311521","media":"华尔街见闻","summary":"战争无疑会引发蝴蝶效应，进一步加剧全球供应危机，导致原材料和能源等大宗商品价格螺旋上升，并转化为更大的通胀上行压力，导致各国央行将不得不更激进地踩刹车。\n","content":"<p><html><head></head><body>Instigated by the United States, the situation between Russia and Ukraine has escalated again. In Washington's view, war is \"on the verge of breaking out.\" If the smoke ignites, how much waves will it cause in the capital market?</p><p>The overnight market has launched a preview. Under the \"war atmosphere\" exaggerated by the United States, the sell-off of risky assets intensified, oil prices hit a seven-and-a-half-year high, safe-haven assets surged, gold hit a three-month high of $1,860, and the 10-year U.S. bond yield fell sharply by 11 basis points. Less than 2%.<img src=\"https://static.tigerbbs.com/9a02f29c17f61f46a37686df173b95c9\" tg-width=\"926\" tg-height=\"549\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>On February 10, Biden urged Americans in Ukraine to \"leave immediately,\" saying \"things could get crazy very quickly.\" On February 11, U.S. Secretary of State Blinken echoed Biden, claiming that we are currently in a \"window period for invasion to occur at any time.\" \"The current situation is that Russia may invade Ukraine at any time, including possibly during the Olympics.\" U.S. National Security Adviser Jake Sullivan also urged U.S. citizens to leave Ukraine within the next 24 to 48 hours.</p><p>However, Russia's Foreign Ministry on Friday accused Western countries and media of spreading a \"massive disinformation campaign\" promoting the argument that Russia is about to invade Ukraine.</p><p>Biden and Putin will hold an emergency conference call on Saturday in light of rising tensions in eastern Ukraine.</p><p>Analysts believe that in the context of high global inflation, this war crisis will undoubtedly trigger a butterfly effect, further exacerbate the supply crisis, and lead to a spiral in commodity prices such as raw materials and energy.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Analysts wrote in a note recently, \"Markets have become increasingly tense in the past few weeks. Given the significant risks that conflicts may pose to commodity supplies, further escalation or potential disruptions to exports could drive energy, metals and agricultural prices rose further.\"</p><p>Rising food prices combined with higher oil prices will translate into greater upward pressure on inflation, and central banks are likely to take stricter policy actions, which could take a toll on the global economy still recovering from the pandemic.</p><p><h2>Crude oil is afraid of \"adding fuel to the fire\"?</h2>With the global crude oil supply tightening and the idle production capacity of most oil-producing countries almost exhausted, once the Western sanctions lead to any interruption of Russian oil, it will \"add fuel to the fire\" for the already strong oil price.</p><p>Wall Street Insights previously mentioned that JPMorgan Chase economists Joseph Lupton and Bruce Kasman recently pointed out in a research report that the escalation of geopolitical tensions between Russia and Ukraine may have another impact on crude oil supply, causing oil prices to \"substantial\" this quarter. surge \":</p><p>Global crude oil supply may shrink by 2.3 million barrels per day, quickly pushing oil prices to US $150 per barrel, which will double the average price in the fourth quarter of 2021. And they predict that once oil prices soar, global GDP growth may slide to 0.9% in the first half of this year, compared with the previous forecast of 4.1%. In addition, the global inflation level will soar from the originally expected 3% to 7.2%.</p><p>The impact on the global economy is so great that some analysts believe that Western sanctions may \"show mercy\" to avoid disturbing Russian crude oil supply. At the same time, there are also some optimistic views that Saudi Arabia and some other countries in the Middle East may fill the supply vacancy.</p><p>However, the International Energy Agency IEA predicts that the shortage of OPEC + supply may push oil prices to the highest level since 2014. By the end of this year, the gap between OPEC + 's expected production and actual delivery may be as high as 1 billion barrels, while OECD crude oil inventories have fallen to the lowest level in seven years.</p><p>Previously, OPEC's latest monthly report confirmed that daily production increased by only 64,000 barrels in January instead of the planned 250,000 barrels, and it was worried that world oil demand may rise even more sharply this year amid a strong economic recovery in the post-epidemic era.</p><p><h2>Food prices fly out of a black swan?</h2>Since last year, global food prices have continued to rise due to factors such as reduced fertilizer production and rising prices, and the persistence of La Niña phenomenon. The market is already worried about whether food prices will be the black swan of prices in 2022. Once the situation in Russia and Ukraine deteriorates, food prices may usher in greater upside risks.</p><p>Ukraine and Russia, the global trade center of wheat, corn and sunflower oil, will cause a chain reaction around the world if the supply is disrupted, further rising food prices, which are already at the highest level in 10 years.</p><p>Taking history as a guide, in the two months before Russian President Vladimir Putin announced the annexation of the Crimean Peninsula in March 2014, international wheat prices rose by more than 20%.</p><p>Russia is the world's largest wheat exporter, accounting for 10% of global production and 20% of international exports. Ukraine is the fifth largest exporter with a 10% share. Ukraine's share of corn exports also exceeds 10%, and the country also controls a large amount of sunflower oil and barley production and export.</p><p>Russia's agricultural regions are concentrated in the southwest, near the Ukrainian border, while Ukrainian wheat and corn cultivation is mainly in the central and southern parts. If the conflict breaks out, it may destroy the agricultural production belts of the two countries and affect global grain shipments from Black Sea ports. In addition, the West may impose sanctions on Russia and restrict grain exports.</p><p>Currently, the price of the near-term contract for corn futures on the Chicago Board of Trade is currently hovering around $6.20 a bushel, up more than 10% from a year earlier. Wheat futures on the same exchange rose 20% to about $7.60 a bushel.</p><p>It is worth mentioning that Russia is also one of the world's three largest exporters of fertilizers, and any cuts in supply could cause already high agricultural production costs to soar, affect corn production, and lead to further food inflation.</p><p><h2>Natural gas and raw materials cannot escape the impact?</h2>So far, the European natural gas market has been most affected by the Russia-Ukraine conflict.</p><p>If the West imposes tougher sanctions on Russia in the event of an invasion of Ukraine, cutting off natural gas supplies to Europe will be an economic trump card played by Moscow.</p><p>European Central Bank President Christine Lagarde said recently: \"If the geopolitical cloud over Europe becomes a reality, it will definitely have an impact on energy prices.\" Lagarde believes that economic growth will also be affected, and investment will be delayed because income and consumption may decrease.</p><p>Russia is the largest energy supplier to the European Union. About 40% of the EU's natural gas imports and nearly one-third of its crude oil imports come from Russia.</p><p>Andrew Kenningham, chief European economist at Capital Economics, was quoted by the Financial Times as saying that in the event of a conflict, gas prices \"could easily return to their (December 2021) peak of 180 euros per megawatt hour\".</p><p>Russia is also a major commodity exporter. Once Western sanctions are imposed on Russia, they may cause huge waves in commodity markets, ripping through various markets where the country is a major exporter, including aluminum, nickel, copper and platinum.</p><p>At a time when global manufacturing is already facing severe shortages of metals ranging from aluminum to zinc, even a brief supply disruption could have a dramatic impact.</p><p>Russia accounts for around 40% of global palladium supply, and the impact on the palladium market is likely to be particularly severe. Russia's dominance in base metals has weakened, but it remains one of the major global suppliers. JPMorgan estimates that Russia accounts for about 4-6% of the world's copper, aluminum and nickel refining production.</p><p>In 2018, U.S. sanctions on Rusal caused turmoil in the aluminum market. Still, U.S. policymakers are unlikely to want to risk repeating the same mistakes, according to banks including Goldman Sachs Group Inc., cited by Bloomberg.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What will the war in Ukraine mean for markets if it breaks out?</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\">\nWhat will the war in Ukraine mean for markets if it breaks out?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-02-13 09:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Instigated by the United States, the situation between Russia and Ukraine has escalated again. In Washington's view, war is \"on the verge of breaking out.\" If the smoke ignites, how much waves will it cause in the capital market?</p><p>The overnight market has launched a preview. Under the \"war atmosphere\" exaggerated by the United States, the sell-off of risky assets intensified, oil prices hit a seven-and-a-half-year high, safe-haven assets surged, gold hit a three-month high of $1,860, and the 10-year U.S. bond yield fell sharply by 11 basis points. Less than 2%.<img src=\"https://static.tigerbbs.com/9a02f29c17f61f46a37686df173b95c9\" tg-width=\"926\" tg-height=\"549\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>On February 10, Biden urged Americans in Ukraine to \"leave immediately,\" saying \"things could get crazy very quickly.\" On February 11, U.S. Secretary of State Blinken echoed Biden, claiming that we are currently in a \"window period for invasion to occur at any time.\" \"The current situation is that Russia may invade Ukraine at any time, including possibly during the Olympics.\" U.S. National Security Adviser Jake Sullivan also urged U.S. citizens to leave Ukraine within the next 24 to 48 hours.</p><p>However, Russia's Foreign Ministry on Friday accused Western countries and media of spreading a \"massive disinformation campaign\" promoting the argument that Russia is about to invade Ukraine.</p><p>Biden and Putin will hold an emergency conference call on Saturday in light of rising tensions in eastern Ukraine.</p><p>Analysts believe that in the context of high global inflation, this war crisis will undoubtedly trigger a butterfly effect, further exacerbate the supply crisis, and lead to a spiral in commodity prices such as raw materials and energy.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Analysts wrote in a note recently, \"Markets have become increasingly tense in the past few weeks. Given the significant risks that conflicts may pose to commodity supplies, further escalation or potential disruptions to exports could drive energy, metals and agricultural prices rose further.\"</p><p>Rising food prices combined with higher oil prices will translate into greater upward pressure on inflation, and central banks are likely to take stricter policy actions, which could take a toll on the global economy still recovering from the pandemic.</p><p><h2>Crude oil is afraid of \"adding fuel to the fire\"?</h2>With the global crude oil supply tightening and the idle production capacity of most oil-producing countries almost exhausted, once the Western sanctions lead to any interruption of Russian oil, it will \"add fuel to the fire\" for the already strong oil price.</p><p>Wall Street Insights previously mentioned that JPMorgan Chase economists Joseph Lupton and Bruce Kasman recently pointed out in a research report that the escalation of geopolitical tensions between Russia and Ukraine may have another impact on crude oil supply, causing oil prices to \"substantial\" this quarter. surge \":</p><p>Global crude oil supply may shrink by 2.3 million barrels per day, quickly pushing oil prices to US $150 per barrel, which will double the average price in the fourth quarter of 2021. And they predict that once oil prices soar, global GDP growth may slide to 0.9% in the first half of this year, compared with the previous forecast of 4.1%. In addition, the global inflation level will soar from the originally expected 3% to 7.2%.</p><p>The impact on the global economy is so great that some analysts believe that Western sanctions may \"show mercy\" to avoid disturbing Russian crude oil supply. At the same time, there are also some optimistic views that Saudi Arabia and some other countries in the Middle East may fill the supply vacancy.</p><p>However, the International Energy Agency IEA predicts that the shortage of OPEC + supply may push oil prices to the highest level since 2014. By the end of this year, the gap between OPEC + 's expected production and actual delivery may be as high as 1 billion barrels, while OECD crude oil inventories have fallen to the lowest level in seven years.</p><p>Previously, OPEC's latest monthly report confirmed that daily production increased by only 64,000 barrels in January instead of the planned 250,000 barrels, and it was worried that world oil demand may rise even more sharply this year amid a strong economic recovery in the post-epidemic era.</p><p><h2>Food prices fly out of a black swan?</h2>Since last year, global food prices have continued to rise due to factors such as reduced fertilizer production and rising prices, and the persistence of La Niña phenomenon. The market is already worried about whether food prices will be the black swan of prices in 2022. Once the situation in Russia and Ukraine deteriorates, food prices may usher in greater upside risks.</p><p>Ukraine and Russia, the global trade center of wheat, corn and sunflower oil, will cause a chain reaction around the world if the supply is disrupted, further rising food prices, which are already at the highest level in 10 years.</p><p>Taking history as a guide, in the two months before Russian President Vladimir Putin announced the annexation of the Crimean Peninsula in March 2014, international wheat prices rose by more than 20%.</p><p>Russia is the world's largest wheat exporter, accounting for 10% of global production and 20% of international exports. Ukraine is the fifth largest exporter with a 10% share. Ukraine's share of corn exports also exceeds 10%, and the country also controls a large amount of sunflower oil and barley production and export.</p><p>Russia's agricultural regions are concentrated in the southwest, near the Ukrainian border, while Ukrainian wheat and corn cultivation is mainly in the central and southern parts. If the conflict breaks out, it may destroy the agricultural production belts of the two countries and affect global grain shipments from Black Sea ports. In addition, the West may impose sanctions on Russia and restrict grain exports.</p><p>Currently, the price of the near-term contract for corn futures on the Chicago Board of Trade is currently hovering around $6.20 a bushel, up more than 10% from a year earlier. Wheat futures on the same exchange rose 20% to about $7.60 a bushel.</p><p>It is worth mentioning that Russia is also one of the world's three largest exporters of fertilizers, and any cuts in supply could cause already high agricultural production costs to soar, affect corn production, and lead to further food inflation.</p><p><h2>Natural gas and raw materials cannot escape the impact?</h2>So far, the European natural gas market has been most affected by the Russia-Ukraine conflict.</p><p>If the West imposes tougher sanctions on Russia in the event of an invasion of Ukraine, cutting off natural gas supplies to Europe will be an economic trump card played by Moscow.</p><p>European Central Bank President Christine Lagarde said recently: \"If the geopolitical cloud over Europe becomes a reality, it will definitely have an impact on energy prices.\" Lagarde believes that economic growth will also be affected, and investment will be delayed because income and consumption may decrease.</p><p>Russia is the largest energy supplier to the European Union. About 40% of the EU's natural gas imports and nearly one-third of its crude oil imports come from Russia.</p><p>Andrew Kenningham, chief European economist at Capital Economics, was quoted by the Financial Times as saying that in the event of a conflict, gas prices \"could easily return to their (December 2021) peak of 180 euros per megawatt hour\".</p><p>Russia is also a major commodity exporter. Once Western sanctions are imposed on Russia, they may cause huge waves in commodity markets, ripping through various markets where the country is a major exporter, including aluminum, nickel, copper and platinum.</p><p>At a time when global manufacturing is already facing severe shortages of metals ranging from aluminum to zinc, even a brief supply disruption could have a dramatic impact.</p><p>Russia accounts for around 40% of global palladium supply, and the impact on the palladium market is likely to be particularly severe. Russia's dominance in base metals has weakened, but it remains one of the major global suppliers. JPMorgan estimates that Russia accounts for about 4-6% of the world's copper, aluminum and nickel refining production.</p><p>In 2018, U.S. sanctions on Rusal caused turmoil in the aluminum market. Still, U.S. policymakers are unlikely to want to risk repeating the same mistakes, according to banks including Goldman Sachs Group Inc., cited by Bloomberg.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3651752\">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/f5481d622d7bc535b67b2738f86cc0db","relate_stocks":{"BK4207":"综合性银行","BK4566":"资本集团","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","JPM":"摩根大通","USO":"美国原油ETF","SCO":"二倍做空彭博原油指数ETF","UCO":"二倍做多彭博原油ETF","BK4504":"桥水持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://wallstreetcn.com/articles/3651752","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210311521","content_text":"在美国煽动下，俄乌局势再升级，在华盛顿看来，战争“一触即发”，硝烟如果燃起，会在资本市场掀起多大波澜？隔夜市场已经展开了一场预演。在美国渲染的“战争气氛”下，风险资产抛售加剧，油价刷新七年半高位，避险资产大涨，黄金触及1860美元的三个月新高，10年期美债收益率大幅下行11个基点失守2%。2月10日，拜登敦促在乌克兰的美国人“立即离开”，称“情况可能很快变得疯狂”。2月11日，美国国务卿布林肯与拜登遥相呼应，声称目前正处于“入侵随时发生的窗口期”，“当前的情况是，俄罗斯可能随时入侵乌克兰，包括可能在奥运会期间。” 美国国家安全顾问杰克·沙利文同时敦促美国公民应在未来24小时至48小时内离开乌克兰。不过，俄罗斯外交部周五指责西方国家和媒体正在传播一场“大规模的虚假宣传运动”，宣传俄罗斯即将入侵乌克兰的论点。鉴于乌克兰东部局势日趋紧张的情况，拜登和普京将于周六举行紧急电话会议。分析认为，在全球通胀高企的背景下，这场战争危机无疑会引发蝴蝶效应，进一步加剧供应危机，导致原材料和能源等大宗商品价格螺旋上升。摩根大通分析师近日在一份报告中写道，“过去几周，市场变得越来越紧张。鉴于冲突可能对大宗商品供应构成的重大风险，局势进一步升级或出口潜在中断，可能会推动能源、金属和农业价格进一步上涨。”不断上涨的食品价格叠加油价上涨，将转化为更大的通胀上行压力，各国央行可能会采取更严格的政策行动，这可能会对仍在从疫情中复苏的全球经济造成损害。原油恐“火上再浇油”？在全球原油供应趋紧，大多数产油国的闲置产能已经几近耗尽的现状下，一旦西方实施制裁导致俄罗斯的石油出现任何中断，这对于已经十分强势油价来说都将是“火上浇油”。华尔街见闻此前提及，摩根大通经济学家Joseph Lupton和Bruce Kasman近日在研报中指出，俄罗斯和乌克兰地缘政治紧张局势的升级，可能会对原油供给再度造成冲击，致使油价在本季度出现“实质性飙升”：全球原油供给每天或将收缩230万桶，从而将油价迅速推高至150美元/桶，和2021年四季度的平均价格相比将翻一倍。并且他们预计，一旦油价飙涨，今年上半年全球GDP增速或将滑落至0.9%，而此前预计增速为4.1%。此外全球通胀水平也会从原本预计的3%飙升至7.2%。对全球经济的影响如此之大，以至于也有一些分析认为，西方制裁或会“手下留情”，避免扰动俄罗斯原油供应，同时也有一些乐观的看法认为，沙特和中东其他一些国家可能会填补供应空缺。然而，国际能源署IEA预计，OPEC+供应不足或将油价推高至2014年来最高，今年底OPEC+预计产量与实际交付的缺口可能高达10亿桶，同时经合组织原油库存降至七年最低。此前OPEC最新月报证实，1月日产量仅增加6.4万桶，而非计划的25万桶，且担心在后疫情时代经济强劲复苏的情况下，今年世界石油需求可能会更加急剧上升。粮价飞出黑天鹅？去年以来，受化肥减产和价格上涨、拉尼娜现象持续等因素影响，全球粮价持续上涨。市场已经在担忧粮价会否是2022年物价的黑天鹅，一旦俄乌局势恶化，粮价或将迎来更大的上行风险。乌克兰和俄罗斯作为全球小麦、玉米和葵花籽油的贸易重心，如果供应中断，将在全球引起连锁反应，使已经处于10年来最高水平的食品价格进一步上涨。以史为鉴，在俄罗斯总统普京2014年3月宣布吞并克里米亚半岛之前的两个月里，国际小麦价格上涨了20%以上。俄罗斯是世界上最大的小麦出口国，占全球产量的10%，国际出口的20%。乌克兰是第五大出口国，占有10%的份额。乌克兰的玉米出口份额也超过了10%，该国同时还控制着大量葵花籽油和大麦生产和出口。俄罗斯的农业区集中在西南部，靠近乌克兰边境，而乌克兰的小麦和玉米种植主要在中部和南部。如果冲突一旦爆发，可能会破坏两国农业生产地带，并影响从黑海港口的全球粮食运输。此外，西方可能会对俄罗斯实施制裁，限制粮食出口。目前，芝加哥期货交易所(Chicago Board of Trade)的玉米期货近期合约价格目前徘徊在每蒲式耳6.20美元左右，较上年同期上涨逾10%。同一交易所的小麦期货价格上涨20%，约为每蒲式耳7.60美元。值得一提的是，俄罗斯也是全球三大化肥的最大出口国之一，供应的任何削减都可能导致本已高企的农业生产成本飙升，影响玉米产量，并导致进一步的食品通胀。天然气和原材料难逃冲击？迄今为止，受俄乌冲突最大影响的是欧洲天然气市场。如果在俄罗斯入侵乌克兰的情况下，西方对其实施更严厉的制裁，那么切断对欧洲的天然气供应，将是莫斯科打出的一张经济王牌。欧洲央行行长拉加德近日表示：“欧洲上空的地缘政治阴云如果成为现实，肯定会对能源价格产生影响。”拉加德认为，经济增长也会受到影响，由于收入和消费可能减少，投资会被延迟。俄罗斯是欧盟最大的能源供应国。欧盟约40%的天然气进口和近三分之一的原油进口来自俄罗斯。英国《金融时报》援引Capital Economics首席欧洲经济学家Andrew Kenningham表示，在发生冲突的情况下，天然气价格“可能很容易恢复(2021年12月)每兆瓦时180欧元的峰值”。俄罗斯也是主要的大宗商品出口国。一旦西方对俄罗斯实施的制裁，可能会在大宗商品市场掀起巨浪，波及该国作为主要出口国的各个市场，包括铝、镍、铜和铂。在全球制造业已经面临从铝到锌等各种金属的严重短缺之际，即使是短暂的供应中断也可能产生巨大影响。俄罗斯占全球钯供应量的40%左右，对钯市场的影响可能尤其严重。俄罗斯在贱金属方面的主导地位有所减弱，但仍是全球主要的供应国之一。摩根大通估计，俄罗斯的铜、铝和镍精炼产量约占全球的4-6%。2018年，美国对俄罗斯铝业联合公司的制裁引发了铝市场的动荡。不过，据彭博援引包括高盛集团(Goldman Sachs Group Inc.)等银行表示，美国政策制定者不太可能希望冒险重蹈覆辙。","news_type":1,"symbols_score_info":{"QMmain":0.9,"USO":0.6,"UCO":0.9,"JPM":0.84,"ZWmain":0.9,"SCO":0.9,"NGmain":0.6,"ZCmain":0.9,"CLmain":0.6,"HGmain":0.77,"UWTIF":0.9}},"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":122651126,"gmtCreate":1624618974065,"gmtModify":1703841854993,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122651126","repostId":"1197965348","repostType":4,"repost":{"id":"1197965348","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":1624618577,"share":"https://ttm.financial/m/news/1197965348?lang=en_US&edition=fundamental","pubTime":"2021-06-25 18:56","market":"us","language":"zh","title":"[Change] Can send customers into space! Virgin Galactic pulls up straight before the market","url":"https://stock-news.laohu8.com/highlight/detail?id=1197965348","media":"老虎资讯综合","summary":"6月25日，维珍银河盘前直线拉升，现涨超9%，此前报道称该公司获得了美国联邦航空局(faa)的批准，可以将客户送入太空。","content":"<p>June 25th,<a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a>It rose in a straight line before the market and is now up more than 9% after reports said the company received faa approval to send customers into space.</p><p><img src=\"https://static.tigerbbs.com/1f9297f11b20e9a18064322abdff331b\" tg-width=\"841\" tg-height=\"808\" 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] Can send customers into space! Virgin Galactic pulls up straight before the market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n[Change] Can send customers into space! Virgin Galactic pulls up straight before the market\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-25 18:56</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>June 25th,<a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a>It rose in a straight line before the market and is now up more than 9% after reports said the company received faa approval to send customers into space.</p><p><img src=\"https://static.tigerbbs.com/1f9297f11b20e9a18064322abdff331b\" tg-width=\"841\" tg-height=\"808\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/60fccf8f9fc3dc6df50d92acb49dfde8","relate_stocks":{"SPCE":"维珍银河"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197965348","content_text":"6月25日，维珍银河盘前直线拉升，现涨超9%，此前报道称该公司获得了美国联邦航空局(faa)的批准，可以将客户送入太空。","news_type":1,"symbols_score_info":{"SPCE":0.9}},"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166398635,"gmtCreate":1623990655627,"gmtModify":1703825911703,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166398635","repostId":"1179751009","repostType":4,"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097208551,"gmtCreate":1645458936053,"gmtModify":1676534029782,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"😱👻","listText":"😱👻","text":"😱👻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097208551","repostId":"1140445130","repostType":4,"isVote":1,"tweetType":1,"viewCount":1336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094305325,"gmtCreate":1645057607885,"gmtModify":1676533991872,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"🥶","listText":"🥶","text":"🥶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094305325","repostId":"1117775829","repostType":2,"isVote":1,"tweetType":1,"viewCount":1438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171340567,"gmtCreate":1626708201359,"gmtModify":1703763826036,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/171340567","repostId":"1145371919","repostType":4,"repost":{"id":"1145371919","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":1626703946,"share":"https://ttm.financial/m/news/1145371919?lang=en_US&edition=fundamental","pubTime":"2021-07-19 22:12","market":"us","language":"zh","title":"[Change] Moderna bucked the market and rose by more than 6%, and its stock price broke through the $300 mark","url":"https://stock-news.laohu8.com/highlight/detail?id=1145371919","media":"老虎资讯综合","summary":"7月19日，美股抗疫概念股逆势走强，Moderna逆市涨超6%，股价突破300美元大关，股价续刷历史新高。联合保健产品涨超14%，诺瓦瓦克斯医药涨3.4%。\nModerna将从7月21日被纳入标普50","content":"<p>On July 19, anti-epidemic concept stocks in the U.S. stock market bucked the trend and strengthened. Moderna bucked the trend and rose by more than 6%. Its stock price exceeded the $300 mark, and its stock price continued to hit a record high.<a href=\"https://laohu8.com/S/AHPI\">United Healthcare Products</a>Rose more than 14%,<a href=\"https://laohu8.com/S/NVAX\">Novavax Pharma</a>Up 3.4%.</p><p>Moderna will be included in the S&P 500 from July 21, and at the same time,<a href=\"https://laohu8.com/S/JEF\">Jefferies</a>Calling it a biotechnology field<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>。 And said the company has an impressive pipeline of product innovation. Analysts have a price target of $250 for Moderna stock under their base estimates, but also noted that the company's shares can rise as high as $325.<img src=\"https://static.tigerbbs.com/9d37bb77cc699ba975e23005978e6227\" 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] Moderna bucked the market and rose by more than 6%, and its stock price broke through the $300 mark</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] Moderna bucked the market and rose by more than 6%, and its stock price broke through the $300 mark\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-19 22:12</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On July 19, anti-epidemic concept stocks in the U.S. stock market bucked the trend and strengthened. Moderna bucked the trend and rose by more than 6%. Its stock price exceeded the $300 mark, and its stock price continued to hit a record high.<a href=\"https://laohu8.com/S/AHPI\">United Healthcare Products</a>Rose more than 14%,<a href=\"https://laohu8.com/S/NVAX\">Novavax Pharma</a>Up 3.4%.</p><p>Moderna will be included in the S&P 500 from July 21, and at the same time,<a href=\"https://laohu8.com/S/JEF\">Jefferies</a>Calling it a biotechnology field<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>。 And said the company has an impressive pipeline of product innovation. Analysts have a price target of $250 for Moderna stock under their base estimates, but also noted that the company's shares can rise as high as $325.<img src=\"https://static.tigerbbs.com/9d37bb77cc699ba975e23005978e6227\" 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/ec51452295ac0124dcdc8a4db5658674","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SSO":"2倍做多标普500ETF-ProShares","OEF":"标普100指数ETF-iShares","MRNA":"Moderna, Inc.","UPRO":"三倍做多标普500ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","TSLA":"特斯拉","JEF":"杰富瑞",".SPX":"S&P 500 Index","IVV":"标普500ETF-iShares","OEX":"标普100","NVAX":"诺瓦瓦克斯医药","SH":"做空标普500-Proshares","SPY":"标普500ETF","SDS":"两倍做空标普500 ETF-ProShares"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145371919","content_text":"7月19日，美股抗疫概念股逆势走强，Moderna逆市涨超6%，股价突破300美元大关，股价续刷历史新高。联合保健产品涨超14%，诺瓦瓦克斯医药涨3.4%。\nModerna将从7月21日被纳入标普500指数，同时，杰富瑞称其是生物科技领域的特斯拉。并称该公司拥有令人印象深刻的产品创新渠道。分析师在其基本预期下对Moderna股票的目标价为250美元，但同时指出，该公司股价最高可以涨至325美元。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"OEF":0.9,"ESmain":0.9,".SPX":0.9,"NVAX":0.9,"SPXU":0.9,"MRNA":0.9,"AHPI":0.9,"IVV":0.9,"SPY":0.9,"SSO":0.9,"TSLA":0.9,"JEF":0.9,"SDS":0.9,"UPRO":0.9,"SH":0.9,"OEX":0.9}},"isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129788277,"gmtCreate":1624396638799,"gmtModify":1703835298102,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129788277","repostId":"1117991740","repostType":4,"repost":{"id":"1117991740","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":1624382900,"share":"https://ttm.financial/m/news/1117991740?lang=en_US&edition=fundamental","pubTime":"2021-06-23 01:28","market":"us","language":"zh","title":"Manbang rose by more than 18% on the first day of listing, and 100% of Tiger subscription users won the lottery!","url":"https://stock-news.laohu8.com/highlight/detail?id=1117991740","media":"老虎资讯综合","summary":"满帮集团于2017年由运满满和货车帮合并而来。","content":"<p><html><head></head><body>On June 22, China's largest digital freight platform-<a href=\"https://laohu8.com/S/YMM\">Manbang</a>The group officially landed on the New York Stock Exchange under the \"YMM\" code, with an issue price of US $19/ADS and an opening price of US $22.50/ADS. As of press time, Manbang has increased by more than 18%.</p><p><img src=\"https://static.tigerbbs.com/4c938386a34f63a7207fb83da7c42e0b\" tg-width=\"450\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/></p><p><b>Digital Freight First Stock</b></p><p>Manbang Group was merged from Yunmanman and Wagonbang in 2017. It has developed from a freight information release platform to an ecosystem that realizes end-to-end logistics transactions through data-driven and value-added services, and has established a national highway logistics network with economies of scale. At present, the platform service has covered more than 300 cities across the country and has a national freight network supporting more than 100,000 routes.</p><p><img src=\"https://static.tigerbbs.com/6cdc6464d15b77398d9ae53a891240a1\" tg-width=\"550\" tg-height=\"275\" referrerpolicy=\"no-referrer\"/></p><p>China has the world's largest road transportation market. According to data from China Insights Consulting, the market size in 2020 will be 6.2 trillion yuan (US $951.5 billion), of which complete vehicle (FTL) and less-than-truckload (LTL) transportation account for a large proportion of China's road transportation market. proportion,<b>Given the high flexibility, low infrastructure investment requirements, and ease of end-to-end delivery, road transport is expected to remain the dominant mode of transportation in China in the near future.</b></p><p>Manbang aims to connect cargo owners and truck drivers to facilitate road transportation across distances, weights and types. By creating digital, standardized and intelligent logistics infrastructure throughout the entire value chain, the company is determined to use technological means to change China's road transport industry. As of March 2021, 1.4 million cargo owners have issued transportation orders on the Manbang platform. Calculated based on GTV (total platform transaction volume) for the whole year of 2020, Manbang has become the world's largest digital freight platform.</p><p><b>Capital favor</b></p><p>According to Tianyancha data, in just three years from 2014 to 2017, Manbang completed seven rounds of financing; By April 2018, Manbang had completed the eighth round of financing of US $1.9 billion, and on October 23 of the same year, it completed the tenth round of financing of US $1 billion; By the end of November 2020, Manbang had completed the eleventh round of financing of approximately US $1.7 billion. According to market sources, during the eleventh round of financing, Manbang Group was valued at US $12 billion.</p><p>After several rounds of financing, Manbang's shareholders have included well-known investment institutions at home and abroad, including SoftBank, Red Shirt China, Quanming Investment Fund, Tiger Global Fund, Hillhouse, Jinshajiang Venture Capital,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Etc. Among them, Red Shirt China has invested in Manbang for six consecutive rounds, holding 7.2% of Manbang's shares before the IPO, while SoftBank has become the largest institutional investor with 22.2% of its pre-IPO shares.</p><p>Faced with the platform of many well-known investment institutions, the market seems to be more concerned about the potential operating risks of the company, and investors doubt whether the eleven rounds of financing will push up the valuation of Manbang Group in the primary market too much, thus leading to the inversion of the valuation in the primary and secondary markets?</p><p><b>The layout of autonomous driving adds extra points to fundamentals</b></p><p>The vehicle transportation market is the largest market segment in the road freight market. In 2020, the size of the vehicle transportation market was 3.8 trillion, accounting for 60% of the road freight market. By 2025, the size of the vehicle transportation market is expected to reach 4.5 trillion, with a five-year compound growth rate of 3.8%.</p><p><img src=\"https://static.tigerbbs.com/a7df4135a04992c6352a238a07852078\" tg-width=\"550\" tg-height=\"276\" referrerpolicy=\"no-referrer\"/></p><p>However, in such a huge trillion-level market, there are many development pain points. The high degree of fragmentation and extreme information asymmetry lead to lengthy and inefficient transaction processes, which seriously hinder the continued growth of the industry.</p><p>In order to solve this pain point, Manbang is committed to efficiently matching both ends of freight supply and demand through online information platform, opening up the closed loop of online freight matching and transaction, completing the seamless connection between cargo owners and drivers, and realizing the breakthrough from the traditional local static mode of \"cargo owners looking for drivers\" and \"drivers looking for cargo owners\" to global optimal dynamic matching, which can greatly improve the efficiency of freight matching while effectively reducing third-party subcontracting.</p><p>After several years of accumulation, as of the end of 2020, Manbang's business has covered more than 300 cities across the country, with more than 100,000 lines covering. The highly dense national line network has formed a huge network effect. The network connects every prefecture-level city in China with hundreds of other cities, and dynamically arranges millions of users to transport millions of non-standard goods on different routes, thus realizing the global optimal complex dynamic matching.</p><p>According to the prospectus, Manbang has formed a huge ecosystem. In 2020, more than 2.8 million truck drivers completed transportation orders on the company's platform, accounting for about 20% of China's heavy and medium truck drivers. And by March 2021, the MAU of cargo owners on the platform has reached approximately 1.4 million. In addition to cargo owners and drivers, more and more financial institutions, insurance companies, gas station operators, highway management agencies, automobile manufacturers and dealers have joined Manbang, and the platform ecology has gradually improved.</p><p>According to CIC, if calculated based on GTV (total transaction volume of the platform), Manbang will become the world's largest digital freight platform with 71.7 million orders and 173.8 billion yuan GTV in 2020. This GTV accounts for about 64% of the total GTV of China's digital freight platform.%, the scale advantage is obvious. In the first quarter of 2021, Manbang completed 22.1 million orders, and GTV was RMB 51.5 billion, a year-on-year increase of 170.2% and 108% respectively.</p><p>In terms of finance, Manbang Group's total operating income from 2019 to 2020 was 2.47 billion yuan and 2.58 billion yuan respectively, a year-on-year increase of 4.4%, and it still showed a steady growth trend under the influence of the epidemic. In detail, at this stage, Manbang's revenue mainly comes from its core freight matching services and value-added services. Among them, the revenue brought by freight matching services further increased from 1.77 billion yuan to 1.95 billion yuan, a year-on-year increase of 10%; In 2020, value-added services also brought 630 million yuan in revenue to Manbang, contributing nearly a quarter of the total revenue.</p><p><img src=\"https://static.tigerbbs.com/a6dc8f856eea4885fba9e7ea2dc0c8ca\" tg-width=\"720\" tg-height=\"210\" referrerpolicy=\"no-referrer\"/></p><p>By optimizing the cost structure, Manbang's gross profit margin after deducting operating costs has also increased from 44% in 2019 to 49% in 2020, which has laid the foundation for the company to turn losses into profits based on Non-GAAP. According to the prospectus, Manbang's net profit under Non-GAAP in 2020 was 281 million yuan, compared with a loss of 92.811 million yuan in 2019. And with the elimination of the impact of the epidemic, Manbang's Non-GAAP net profit in the first quarter of 2021 reached 113 million yuan, a substantial increase of 3.4 times year-on-year.</p><p>In addition, Manbang's layout of autonomous driving is also a highlight of the company. Zhitong Finance learned that in September last year, Zhijia Technology announced that it would join hands with Manbang Group to upgrade strategic cooperation. As Manbang's exclusive autonomous driving technology partner, Zhijia has introduced pre-installed mass-production-level high-speed trunk-line autonomous driving heavy trucks into its strategic cooperation with Manbang. Manbang is an early shareholder of Zhijia Technology, and continued to invest in the latter's new round of financing in February this year.</p><p>The reason why Manbang chose to cooperate with Zhijia is that it has L4 full-stack autonomous driving technology research and development capabilities. In mid-2021, Zhijia Technology will help<a href=\"https://laohu8.com/S/000800\">FAW Liberation</a>The launched high-level self-driving heavy truck J7 L3 will be mass-produced and launched, taking the lead in opening up the domestic self-driving truck market. Manbang's deployment of autonomous driving by investing in Zhijia Technology may bring some imagination to the market.</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>Manbang rose by more than 18% on the first day of listing, and 100% of Tiger subscription users won the lottery!</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\">\nManbang rose by more than 18% on the first day of listing, and 100% of Tiger subscription users won the lottery!\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 01:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On June 22, China's largest digital freight platform-<a href=\"https://laohu8.com/S/YMM\">Manbang</a>The group officially landed on the New York Stock Exchange under the \"YMM\" code, with an issue price of US $19/ADS and an opening price of US $22.50/ADS. As of press time, Manbang has increased by more than 18%.</p><p><img src=\"https://static.tigerbbs.com/4c938386a34f63a7207fb83da7c42e0b\" tg-width=\"450\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/></p><p><b>Digital Freight First Stock</b></p><p>Manbang Group was merged from Yunmanman and Wagonbang in 2017. It has developed from a freight information release platform to an ecosystem that realizes end-to-end logistics transactions through data-driven and value-added services, and has established a national highway logistics network with economies of scale. At present, the platform service has covered more than 300 cities across the country and has a national freight network supporting more than 100,000 routes.</p><p><img src=\"https://static.tigerbbs.com/6cdc6464d15b77398d9ae53a891240a1\" tg-width=\"550\" tg-height=\"275\" referrerpolicy=\"no-referrer\"/></p><p>China has the world's largest road transportation market. According to data from China Insights Consulting, the market size in 2020 will be 6.2 trillion yuan (US $951.5 billion), of which complete vehicle (FTL) and less-than-truckload (LTL) transportation account for a large proportion of China's road transportation market. proportion,<b>Given the high flexibility, low infrastructure investment requirements, and ease of end-to-end delivery, road transport is expected to remain the dominant mode of transportation in China in the near future.</b></p><p>Manbang aims to connect cargo owners and truck drivers to facilitate road transportation across distances, weights and types. By creating digital, standardized and intelligent logistics infrastructure throughout the entire value chain, the company is determined to use technological means to change China's road transport industry. As of March 2021, 1.4 million cargo owners have issued transportation orders on the Manbang platform. Calculated based on GTV (total platform transaction volume) for the whole year of 2020, Manbang has become the world's largest digital freight platform.</p><p><b>Capital favor</b></p><p>According to Tianyancha data, in just three years from 2014 to 2017, Manbang completed seven rounds of financing; By April 2018, Manbang had completed the eighth round of financing of US $1.9 billion, and on October 23 of the same year, it completed the tenth round of financing of US $1 billion; By the end of November 2020, Manbang had completed the eleventh round of financing of approximately US $1.7 billion. According to market sources, during the eleventh round of financing, Manbang Group was valued at US $12 billion.</p><p>After several rounds of financing, Manbang's shareholders have included well-known investment institutions at home and abroad, including SoftBank, Red Shirt China, Quanming Investment Fund, Tiger Global Fund, Hillhouse, Jinshajiang Venture Capital,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Etc. Among them, Red Shirt China has invested in Manbang for six consecutive rounds, holding 7.2% of Manbang's shares before the IPO, while SoftBank has become the largest institutional investor with 22.2% of its pre-IPO shares.</p><p>Faced with the platform of many well-known investment institutions, the market seems to be more concerned about the potential operating risks of the company, and investors doubt whether the eleven rounds of financing will push up the valuation of Manbang Group in the primary market too much, thus leading to the inversion of the valuation in the primary and secondary markets?</p><p><b>The layout of autonomous driving adds extra points to fundamentals</b></p><p>The vehicle transportation market is the largest market segment in the road freight market. In 2020, the size of the vehicle transportation market was 3.8 trillion, accounting for 60% of the road freight market. By 2025, the size of the vehicle transportation market is expected to reach 4.5 trillion, with a five-year compound growth rate of 3.8%.</p><p><img src=\"https://static.tigerbbs.com/a7df4135a04992c6352a238a07852078\" tg-width=\"550\" tg-height=\"276\" referrerpolicy=\"no-referrer\"/></p><p>However, in such a huge trillion-level market, there are many development pain points. The high degree of fragmentation and extreme information asymmetry lead to lengthy and inefficient transaction processes, which seriously hinder the continued growth of the industry.</p><p>In order to solve this pain point, Manbang is committed to efficiently matching both ends of freight supply and demand through online information platform, opening up the closed loop of online freight matching and transaction, completing the seamless connection between cargo owners and drivers, and realizing the breakthrough from the traditional local static mode of \"cargo owners looking for drivers\" and \"drivers looking for cargo owners\" to global optimal dynamic matching, which can greatly improve the efficiency of freight matching while effectively reducing third-party subcontracting.</p><p>After several years of accumulation, as of the end of 2020, Manbang's business has covered more than 300 cities across the country, with more than 100,000 lines covering. The highly dense national line network has formed a huge network effect. The network connects every prefecture-level city in China with hundreds of other cities, and dynamically arranges millions of users to transport millions of non-standard goods on different routes, thus realizing the global optimal complex dynamic matching.</p><p>According to the prospectus, Manbang has formed a huge ecosystem. In 2020, more than 2.8 million truck drivers completed transportation orders on the company's platform, accounting for about 20% of China's heavy and medium truck drivers. And by March 2021, the MAU of cargo owners on the platform has reached approximately 1.4 million. In addition to cargo owners and drivers, more and more financial institutions, insurance companies, gas station operators, highway management agencies, automobile manufacturers and dealers have joined Manbang, and the platform ecology has gradually improved.</p><p>According to CIC, if calculated based on GTV (total transaction volume of the platform), Manbang will become the world's largest digital freight platform with 71.7 million orders and 173.8 billion yuan GTV in 2020. This GTV accounts for about 64% of the total GTV of China's digital freight platform.%, the scale advantage is obvious. In the first quarter of 2021, Manbang completed 22.1 million orders, and GTV was RMB 51.5 billion, a year-on-year increase of 170.2% and 108% respectively.</p><p>In terms of finance, Manbang Group's total operating income from 2019 to 2020 was 2.47 billion yuan and 2.58 billion yuan respectively, a year-on-year increase of 4.4%, and it still showed a steady growth trend under the influence of the epidemic. In detail, at this stage, Manbang's revenue mainly comes from its core freight matching services and value-added services. Among them, the revenue brought by freight matching services further increased from 1.77 billion yuan to 1.95 billion yuan, a year-on-year increase of 10%; In 2020, value-added services also brought 630 million yuan in revenue to Manbang, contributing nearly a quarter of the total revenue.</p><p><img src=\"https://static.tigerbbs.com/a6dc8f856eea4885fba9e7ea2dc0c8ca\" tg-width=\"720\" tg-height=\"210\" referrerpolicy=\"no-referrer\"/></p><p>By optimizing the cost structure, Manbang's gross profit margin after deducting operating costs has also increased from 44% in 2019 to 49% in 2020, which has laid the foundation for the company to turn losses into profits based on Non-GAAP. According to the prospectus, Manbang's net profit under Non-GAAP in 2020 was 281 million yuan, compared with a loss of 92.811 million yuan in 2019. And with the elimination of the impact of the epidemic, Manbang's Non-GAAP net profit in the first quarter of 2021 reached 113 million yuan, a substantial increase of 3.4 times year-on-year.</p><p>In addition, Manbang's layout of autonomous driving is also a highlight of the company. Zhitong Finance learned that in September last year, Zhijia Technology announced that it would join hands with Manbang Group to upgrade strategic cooperation. As Manbang's exclusive autonomous driving technology partner, Zhijia has introduced pre-installed mass-production-level high-speed trunk-line autonomous driving heavy trucks into its strategic cooperation with Manbang. Manbang is an early shareholder of Zhijia Technology, and continued to invest in the latter's new round of financing in February this year.</p><p>The reason why Manbang chose to cooperate with Zhijia is that it has L4 full-stack autonomous driving technology research and development capabilities. In mid-2021, Zhijia Technology will help<a href=\"https://laohu8.com/S/000800\">FAW Liberation</a>The launched high-level self-driving heavy truck J7 L3 will be mass-produced and launched, taking the lead in opening up the domestic self-driving truck market. Manbang's deployment of autonomous driving by investing in Zhijia Technology may bring some imagination to the market.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ba8d3cf09ea2b7adfee4a2057e1fd28a","relate_stocks":{"YMM":"满帮"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117991740","content_text":"6月22日，中国最大的数字货运平台——满帮集团以“YMM”代码正式登陆纽交所，发行价为19美元/ADS，开盘价报22.50美元/ADS。截至发稿，满帮涨幅超18%。数字货运第一股满帮集团于2017年由运满满和货车帮合并而来，从货运信息发布平台发展成为通过数据驱动、增值服务实现端到端物流交易的生态系统，并建立起具有规模经济特征的全国公路物流网络。目前，平台服务已覆盖全国300多个城市并拥有支持超过10万条线路的全国货运网络。中国拥有全球最大的公路运输市场，据灼识咨询数据，2020年市场规模为6.2万亿元（9515亿美元），其中整车（FTL）和零担（LTL）运输占到中国公路运输市场较大比重，鉴于高灵活性、低基础设施投资要求和端到端交付的便利性，预计公路运输在不久的将来仍将是中国的主要运输方式。满帮旨在将货主与卡车司机连接起来，以促进跨距离、跨重量和跨类型的公路运输，公司通过在整个价值链中开创数字化、标准化和智能化的物流基础设施，立志用技术手段改变中国道路运输行业。截至2021年3月，在满帮平台发布运输订单的货主已有140万，按2020全年的GTV（平台交易总额）计算，满帮已成为全球最大的数字货运平台。资本青睐据天眼查数据显示，从2014至2017年的短短三年间，满帮完成了七轮融资;至2018年4月时，满帮完成了19亿美元的第八轮融资，同年的10月23日，完成了10亿美元的第十轮融资;至2020年11月底时，满帮完成了约17亿美元的第十一轮融资。市场消息称，第十一轮融资时，满帮集团估值为120亿美元。数轮融资下来，满帮的股东已囊括国内外的知名投资机构，其中便包括了软银、红衫中国、全明显投资基金、老虎环球基金、高瓴、金沙江创投、腾讯等。其中，红衫中国更是连续6轮加注投资满帮，在IPO前持有满帮7.2%的股份，而软银则以22.2%的IPO前持股成为最大的机构投资方。面对众多知名投资机构站台的满帮，市场似乎更关心公司的潜在经营风险，且投资者疑虑，长达十一轮的融资是否会过高推升满帮集团在一级市场中的估值，从而导致一二级市场的估值倒挂?布局自动驾驶为基本面加分整车运输市场是公路货运市场中最大的细分市场，2020年时，整车运输市场的规模为3.8万亿，占公路货运市场的60%。至2025年时，整车运输市场的规模有望达4.5万亿，五年复合增速为3.8%。但就在这样万亿级别的庞大市场中，却存在着诸多发展痛点，高度碎片化、信息极度不对称导致交易流程冗长且低效，严重阻碍了行业的持续增长。为解决这一痛点，满帮致力于通过线上信息平台，高效匹配货运供需两端，打通线上车货匹配及交易闭环，完成货主与司机的无缝连接，实现了从传统的“货主找司机”与“司机找货主”的局部静态模式，到全局最优动态匹配的突破，在有效减少第三方转包的同时，可大幅提升货运匹配效率。在经过数年的积累后，截至2020年底时，满帮业务已覆盖全国超过300座城市，线路覆盖超过10万条，高度密集的全国线路网形成巨大的网络效应。线路网将中国每个地级市与其他数百个城市连接起来，对百万量级的用户在不同路线上运送百万量级的非标货物进行动态编排，从而实现全局最优的复杂动态匹配。据招股书显示，满帮已组成了一个庞大的生态系统，2020年时，有超过280万辆卡车司机在公司的平台上完成了运输订单，这占中国重型与中型卡车司机的约20%。且至2021年3月时，平台上货主的MAU达到了约140万。除货主与司机外，越来越多的金融机构、保险公司、加油站运营商、高速公路管理机构、汽车制造商和经销商等均加入了满帮，平台生态逐渐完善。CIC表示，若按GTV(平台总交易额)计算，满帮2020年以7170万份订单，1738亿人民币的GTV成为了全球最大的数字货运平台，该GTV约占中国数字货运平台GTV总量的64%，规模优势显而易见。而在2021年第一季度，满帮完成了2210万个订单，GTV为人民币515亿元，同比增长分别为170.2%和108%。财务方面，满帮集团2019-2020年的营业总收入分别为24.7亿元和25.8亿元，同比增长4.4%，在疫情影响下仍呈现稳健增长态势。详细来看，现阶段满帮收入主要来源于其核心的货运匹配服务及增值服务两方面。其中货运匹配服务带来的营收从17.7亿元进一步增长至19.5亿元，同比增长10%;而在2020年，增值服务也为满帮带来6.3亿元营收，贡献近1/4的总营收占比。而通过优化成本结构，满帮扣除营业成本之后的毛利率也从2019年的44%增至2020年的49%，这为公司在基于非美国通用会计准则(Non-GAAP)下实现扭亏为盈奠定基础。据招股书显示，满帮2020年Non-GAAP下的净利润为2.81亿人民币，而2019年为亏损9281.1万元。且随着疫情影响的消除，满帮2021年第一季度的Non-GAAP净利润达1.13亿元，同比实现3.4倍的大幅增长。除此之外，满帮布局自动驾驶也是公司的一大亮点。智通财经了解到，去年9月，智加科技宣布携手满帮集团升级战略合作。作为满帮的独家自动驾驶技术伙伴，智加此次将前装量产级别的高速干线自动驾驶重卡引入到与满帮的战略合作中。而满帮则是智加科技的早期股东，并于今年2月继续跟投后者的新一轮融资。满帮之所以选择与智加合作，因为其拥有L4级全栈自动驾驶技术研发能力。2021年年中，智加科技助力一汽解放推出的高级别自动驾驶重卡J7 L3将实现量产上市，率先打开国内自动驾驶卡车市场。满帮通过投资智加科技而布局自动驾驶，或给市场带来一定想象力。","news_type":1,"symbols_score_info":{"YMM":0.9}},"isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012649009,"gmtCreate":1649331102626,"gmtModify":1676534492614,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"2023 yes...tesla ev maxpro for the market&nbsp; \"go green\"country..almost","listText":"2023 yes...tesla ev maxpro for the market&nbsp; \"go green\"country..almost","text":"2023 yes...tesla ev maxpro for the market \"go green\"country..almost","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012649009","isVote":1,"tweetType":1,"viewCount":3028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035374504,"gmtCreate":1647526732621,"gmtModify":1676534240696,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"🥶💸","listText":"🥶💸","text":"🥶💸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035374504","repostId":"1181924326","repostType":2,"repost":{"id":"1181924326","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1647506263,"share":"https://ttm.financial/m/news/1181924326?lang=en_US&edition=fundamental","pubTime":"2022-03-17 16:37","market":"us","language":"zh","title":"Rate hike 7 times this year, can the Fed do it?","url":"https://stock-news.laohu8.com/highlight/detail?id=1181924326","media":"华尔街见闻","summary":"部分经济学家对美联储加息7次的预期表示怀疑，认为他们是否真的采取行动，是一个悬而未决的问题。美联储激进的加息计划，可能会在对抗通胀的同时使经济陷入衰退。周三，美联储将利率上调了25个基点，这是自201","content":"<p><html><head></head><body>Some economists doubt the Fed's expectation of seven rate hike, and think it is an open question whether they actually take action. The Fed's aggressive rate hike plan could plunge the economy into recession while fighting inflation.</p><p>On Wednesday, the Federal Reserve raised interest rates by 25 basis points in its first rate hike since 2018. At the same time, its forecasts show that Fed officials expect six more rate hike this year and three rate hike next year.</p><p>It's a radical rate hike campaign, but it also begs a question:<b>Can the Fed succeed without seriously damaging the economy?</b></p><p><b>\"The Fed is too aggressive\"</b></p><p>Some economists believe the Fed may not act as expected because it could hurt the economy.</p><p>According to CNBC, James Paulsen, chief investment strategist at Leuthold Group, said that even before the meeting, the bond market had priced in seven rate hike, but many economists had expected the Fed to only rate hike five to six times:</p><p>This has largely been priced in, but the bigger question for the market is whether or not we will see a recession. While economists didn't explicitly predict a recession, they did see a slowdown in economic growth and the outlook has become more uncertain since Russia's military action. The Ukraine crisis has also fueled inflation, as Russia is a major commodity producer, while the conflict and sanctions have raised doubts about the supply of oil, wheat and other key exports.</p><p>Simona Mocuta, chief analyst at State Street Global Advisors, made it clear:<b>\"I think the Fed has been too aggressive on that front.</b>How the economy will develop is highly uncertain. They may not materialize. But to be sure, the Fed has sent a very strong message.... I still doubt that there will be so many rate hike times. \"</p><p>Economists had expected the Federal Reserve to show a hawkish or aggressive attitude in its first rate hike. Many had argued that the Fed's decision-making was lagging because the Fed initially believed inflation was transitory, and that view has been going on for too long.</p><p>Mocuta said,<b>The Fed may rate hike several times first, but it should reconsider the path of rate hike and economic conditions in the third quarter.</b></p><p>If the Russia-Ukraine conflict improves, some pressures on inflation and supply chains will ease. Some of the supply chain pressures from the pandemic may also subside over time.</p><p>Drew Matus, chief market strategist at Metropolitan Investment Management, said:</p><p>What I'm saying is, they're sending the signals they need to send,<b>But whether they actually take action is an open question.</b>The data showed that the U.S. CPI jumped to a 40-year high of 7.9% in February and is expected to rise further in March.</p><p>The Fed expects core inflation to be 4.1% this year and fall to 2.6% next year after the rate hike. They also forecast GDP growth of 4% this year and falling to 2.2% by 2023. The unemployment rate is expected to fall to 3.5% and will remain at that level.</p><p>Matus believes: \"A lot of their predictions are meaningless... there are some loopholes in logic.\"</p><p>He pointed out,<b>One of the loopholes is that if the Fed does raise interest rates at the expected rate, it will not realize this economic forecast.</b></p><p>'They mean it'</p><p>But others do expect the Fed to continue its rate hike, with some Wall Streeters predicting seven rate hike this year.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Mark Cabana, head of U.S. short-term interest rate strategy, said:</p><p>They mean it. They're really way behind the curve in terms of inflation. Those who think they can't do 7 rate hike, will face a severe blow. Diane Swonk, chief economist at Grant Thornton, believes the market should take the Fed's word for it:</p><p>We can't risk stagflation. They admit that they now expect inflation to persist longer, and that it's not just a problem for Ukraine. Seeing the market's reaction, they clearly don't believe it. This is a major shift in the outlook for the Fed's rate hike. They're doing it for a reason, and it's not just someone at the Fed.<b>This is a systemic move by the entire Fed, even by the most dovish Fed officials.</b>Swonk said the Fed's forecast for the unemployment rate may not be reasonable, but the Fed does want to cool inflation.</p><p>There are risks if Fed officials act as expected. She said:<b>\"When I simulated the scenario of seven rate hike, which is my forecast, I thought the average growth of the economy would stop at 1% in the second half of the year. This was a semi-hard landing.\"</b></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rate hike 7 times this year, can the Fed do it?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRate hike 7 times this year, can the Fed do it?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2022-03-17 16:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Some economists doubt the Fed's expectation of seven rate hike, and think it is an open question whether they actually take action. The Fed's aggressive rate hike plan could plunge the economy into recession while fighting inflation.</p><p>On Wednesday, the Federal Reserve raised interest rates by 25 basis points in its first rate hike since 2018. At the same time, its forecasts show that Fed officials expect six more rate hike this year and three rate hike next year.</p><p>It's a radical rate hike campaign, but it also begs a question:<b>Can the Fed succeed without seriously damaging the economy?</b></p><p><b>\"The Fed is too aggressive\"</b></p><p>Some economists believe the Fed may not act as expected because it could hurt the economy.</p><p>According to CNBC, James Paulsen, chief investment strategist at Leuthold Group, said that even before the meeting, the bond market had priced in seven rate hike, but many economists had expected the Fed to only rate hike five to six times:</p><p>This has largely been priced in, but the bigger question for the market is whether or not we will see a recession. While economists didn't explicitly predict a recession, they did see a slowdown in economic growth and the outlook has become more uncertain since Russia's military action. The Ukraine crisis has also fueled inflation, as Russia is a major commodity producer, while the conflict and sanctions have raised doubts about the supply of oil, wheat and other key exports.</p><p>Simona Mocuta, chief analyst at State Street Global Advisors, made it clear:<b>\"I think the Fed has been too aggressive on that front.</b>How the economy will develop is highly uncertain. They may not materialize. But to be sure, the Fed has sent a very strong message.... I still doubt that there will be so many rate hike times. \"</p><p>Economists had expected the Federal Reserve to show a hawkish or aggressive attitude in its first rate hike. Many had argued that the Fed's decision-making was lagging because the Fed initially believed inflation was transitory, and that view has been going on for too long.</p><p>Mocuta said,<b>The Fed may rate hike several times first, but it should reconsider the path of rate hike and economic conditions in the third quarter.</b></p><p>If the Russia-Ukraine conflict improves, some pressures on inflation and supply chains will ease. Some of the supply chain pressures from the pandemic may also subside over time.</p><p>Drew Matus, chief market strategist at Metropolitan Investment Management, said:</p><p>What I'm saying is, they're sending the signals they need to send,<b>But whether they actually take action is an open question.</b>The data showed that the U.S. CPI jumped to a 40-year high of 7.9% in February and is expected to rise further in March.</p><p>The Fed expects core inflation to be 4.1% this year and fall to 2.6% next year after the rate hike. They also forecast GDP growth of 4% this year and falling to 2.2% by 2023. The unemployment rate is expected to fall to 3.5% and will remain at that level.</p><p>Matus believes: \"A lot of their predictions are meaningless... there are some loopholes in logic.\"</p><p>He pointed out,<b>One of the loopholes is that if the Fed does raise interest rates at the expected rate, it will not realize this economic forecast.</b></p><p>'They mean it'</p><p>But others do expect the Fed to continue its rate hike, with some Wall Streeters predicting seven rate hike this year.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Mark Cabana, head of U.S. short-term interest rate strategy, said:</p><p>They mean it. They're really way behind the curve in terms of inflation. Those who think they can't do 7 rate hike, will face a severe blow. Diane Swonk, chief economist at Grant Thornton, believes the market should take the Fed's word for it:</p><p>We can't risk stagflation. They admit that they now expect inflation to persist longer, and that it's not just a problem for Ukraine. Seeing the market's reaction, they clearly don't believe it. This is a major shift in the outlook for the Fed's rate hike. They're doing it for a reason, and it's not just someone at the Fed.<b>This is a systemic move by the entire Fed, even by the most dovish Fed officials.</b>Swonk said the Fed's forecast for the unemployment rate may not be reasonable, but the Fed does want to cool inflation.</p><p>There are risks if Fed officials act as expected. She said:<b>\"When I simulated the scenario of seven rate hike, which is my forecast, I thought the average growth of the economy would stop at 1% in the second half of the year. This was a semi-hard landing.\"</b></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{"513500":"标普500ETF博时","DXD":"两倍做空道琼30指数ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF","DOG":"道指ETF-ProShares做空","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","DJX":"1/100道琼斯","QID":"两倍做空纳斯达克指数ETF-ProShares",".DJI":"道琼斯","TQQQ":"纳指三倍做多ETF","OEX":"标普100","PSQ":"做空纳斯达克100指数ETF-ProShares","SPY":"标普500ETF","SH":"做空标普500-Proshares","QQQ":"纳指100ETF","SDOW":"三倍做空道指30ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181924326","content_text":"部分经济学家对美联储加息7次的预期表示怀疑，认为他们是否真的采取行动，是一个悬而未决的问题。美联储激进的加息计划，可能会在对抗通胀的同时使经济陷入衰退。周三，美联储将利率上调了25个基点，这是自2018年以来的首次加息。与此同时，其预测显示，美联储官员预计今年将再加息6次，明年将加息3次。这是一场激进的加息运动，但也引出了一个问题：美联储能否在不严重损害经济的情况下取得成功？“美联储过于激进了”一些经济学家认为，美联储可能不会按预期行事，因为这可能会损害经济。据CNBC报道，Leuthold Group的首席投资策略师James Paulsen表示，甚至在会议之前，债券市场就已经消化了7次加息，但许多经济学家曾预计，美联储只会加息5到6次：这在很大程度上已经被消化，但市场面临的更大问题是，我们是否会看到经济衰退。虽然经济学家没有明确预测经济会衰退，但他们确实看到经济增长放缓，而且自从俄罗斯的军事行动以来，前景变得更加不明朗。乌克兰危机也加剧了通胀，因为俄罗斯是主要的大宗商品生产国，而冲突和制裁引发了人们对石油、小麦和其他主要出口产品供应的怀疑。道富环球顾问首席分析师Simona Mocuta明确表示：“我认为美联储在这方面过于激进了。经济如何发展是高度不确定的。它们可能不会实现。但可以肯定的是，美联储传递了一个非常强烈的信息. ...我仍然怀疑是否会有这么多的加息次数。”经济学家们曾预计，美联储在首次加息时，会表现出鹰派或激进的态度。许多人曾认为美联储的决策滞后，因为美联储最初认为通胀是暂时的，而这种观点已经持续了太久。Mocuta表示，美联储可能会先加息几次，但在第三季度时应重新考虑加息的路径和经济状况。如果俄乌冲突有所改善，通胀和供应链方面的一些压力将会缓解。随着时间的推移，疫情带来的一些供应链压力也可能消退。大都会投资管理公司首席市场策略师Drew Matus表示：我想说的是，他们在发出他们需要发出的信号，但他们是否真的采取行动，这是一个悬而未决的问题。数据显示，美国2月份CPI跃升至7.9%的40年新高，预计3月份还会进一步上升。美联储预计，今年的核心通胀率将为4.1%，加息后明年将降至2.6%。他们还预测今年GDP将增长4%，到2023年将降至2.2%。预计失业率将降至3.5%，并将维持在这一水平。Matus认为：“他们的很多预测都是没有意义的...在逻辑上有一些漏洞。”他指出，其中一个漏洞是，如果美联储真的按照预期的速度升息，将无法实现这一经济预测。“他们是认真的”但其他人确实预计美联储会继续加息，一些华尔街人士预测今年将加息7次。美国银行美国短期利率策略主管Mark Cabana表示：他们是认真的。他们在通胀方面真的远远落后于曲线。那些认为他们不能进行7次加息的人，将面临严重的打击。Grant Thornton的首席经济学家Diane Swonk认为，市场应该相信美联储的话：我们不能冒着滞胀的风险。他们承认，他们现在预计通胀会持续更长时间，而且这不仅仅是乌克兰的问题。看到市场的反应，他们显然不相信。这是美联储加息前景的重大转变。他们这么做是有原因的，不仅仅是美联储的某个人。这是整个美联储的系统性举措，即使是最鸽派的美联储官员也不例外。Swonk表示，美联储对失业率的预测可能不合理，但美联储确实希望给通胀降温。如果美联储官员按照预期的行动，就存在风险。她说：“当我模拟7次加息的情景时，也就是我的预测，我认为经济在下半年的平均增长将止步于1%。这是一次半硬着陆。”","news_type":1,"symbols_score_info":{"513500":0.9,"DOG":0.9,"QQQ":0.9,"UDOW":0.9,"QLD":0.9,"SDOW":0.9,"DJX":0.9,"OEX":0.9,"SPXU":0.9,"PSQ":0.9,"TQQQ":0.9,"SQQQ":0.9,"SPY":0.9,"QID":0.9,".DJI":0.9,"OEF":0.9,".IXIC":0.9,"SH":0.9,"DXD":0.9}},"isVote":1,"tweetType":1,"viewCount":3016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097780649,"gmtCreate":1645568264821,"gmtModify":1676534039110,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097780649","repostId":"1132759870","repostType":4,"repost":{"id":"1132759870","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":1645532695,"share":"https://ttm.financial/m/news/1132759870?lang=en_US&edition=fundamental","pubTime":"2022-02-22 20:24","market":"fut","language":"zh","title":"One picture to understand | How do geopolitical risks affect asset prices?","url":"https://stock-news.laohu8.com/highlight/detail?id=1132759870","media":"老虎资讯综合","summary":"年初以来，全球地缘风险有不断升温迹象，俄乌关系持续紧张引发诸多关注，并成为近期全球资产定价的主线之一。地缘风险特别是区域性的冲突，因其突发性，通常很难准确预判，但也正因如此，此类事件都会对全球风险资产","content":"<p><html><head></head><body>Since the beginning of the year, global geopolitical risks have shown signs of rising, and the continued tension between Russia and Ukraine has attracted a lot of attention and has become one of the main lines of global asset pricing in the near future.</p><p>Geopolitical risks, especially regional conflicts, are usually difficult to accurately predict because of their suddenness, but for this reason, such events will cause pulse-like instantaneous impacts on global risk assets and markets.</p><p>Although we cannot make an accurate judgment on the subsequent evolution of the situation, this does not prevent us from sorting out the impact of geo-risks on asset prices based on the asset performance during previous geo-risks and local conflicts.</p><p>But the question is, how big is this impact and how long will it last? We sorted out the typical local conflicts since the 1990s, especially the performance of global markets and assets involving major powers, such as the 9/11 incident in 2001 and the subsequent war in Afghanistan; Iraq War 2003; The conflict between Russia and Ukraine triggered by the Crimean crisis in 2014; 2014 U.S. military intervention in the Syrian civil war; US air strikes on Syria in 2017; The Korean Peninsula crisis in 2017; In January 2020, US air strikes against Iran, etc.</p><p>Through this long chart, I hope investors can have a better understanding of the extent, breadth and duration of the impact of geopolitical risks.</p><p><img src=\"https://static.tigerbbs.com/a62d5d6d0aaab80afeab3e0d46efa3b8\" tg-width=\"734\" tg-height=\"3641\" 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>One picture to understand | How do geopolitical risks affect asset prices?</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\">\nOne picture to understand | How do geopolitical risks affect asset prices?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-02-22 20:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Since the beginning of the year, global geopolitical risks have shown signs of rising, and the continued tension between Russia and Ukraine has attracted a lot of attention and has become one of the main lines of global asset pricing in the near future.</p><p>Geopolitical risks, especially regional conflicts, are usually difficult to accurately predict because of their suddenness, but for this reason, such events will cause pulse-like instantaneous impacts on global risk assets and markets.</p><p>Although we cannot make an accurate judgment on the subsequent evolution of the situation, this does not prevent us from sorting out the impact of geo-risks on asset prices based on the asset performance during previous geo-risks and local conflicts.</p><p>But the question is, how big is this impact and how long will it last? We sorted out the typical local conflicts since the 1990s, especially the performance of global markets and assets involving major powers, such as the 9/11 incident in 2001 and the subsequent war in Afghanistan; Iraq War 2003; The conflict between Russia and Ukraine triggered by the Crimean crisis in 2014; 2014 U.S. military intervention in the Syrian civil war; US air strikes on Syria in 2017; The Korean Peninsula crisis in 2017; In January 2020, US air strikes against Iran, etc.</p><p>Through this long chart, I hope investors can have a better understanding of the extent, breadth and duration of the impact of geopolitical risks.</p><p><img src=\"https://static.tigerbbs.com/a62d5d6d0aaab80afeab3e0d46efa3b8\" tg-width=\"734\" tg-height=\"3641\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4bfb10b06725af696d5ea08c128fdad5","relate_stocks":{".SPX":"S&P 500 Index","EEM":"新兴市场ETF-iShares MSCI",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132759870","content_text":"年初以来，全球地缘风险有不断升温迹象，俄乌关系持续紧张引发诸多关注，并成为近期全球资产定价的主线之一。地缘风险特别是区域性的冲突，因其突发性，通常很难准确预判，但也正因如此，此类事件都会对全球风险资产和市场造成脉冲式瞬时冲击。虽然我们无法对后续局势演变做出准确判断，但这不妨碍我们结合历次地缘风险和局部冲突时的资产表现，梳理地缘风险对资产价格的影响。但问题是，这一影响有多大、会持续多久？我们对上世纪90年代以来较为典型的局部冲突、特别是涉及到主要大国的全球市场和资产表现进行了梳理，例如2001年911事件和随后的阿富汗战争；2003年伊拉克战争；2014年由克里米亚危机引发的俄罗斯与乌克兰间的冲突；2014美国军事介入叙利亚内战；2017年美国空袭叙利亚；2017年朝鲜半岛危机；2020年1月美国空袭伊朗等。通过这张长图，希望投资者能够对地缘风险的影响程度、广度和波及时长有更好的理解。","news_type":1,"symbols_score_info":{".IXIC":0.9,"EEM":0.9,"CLmain":0.9,"BZmain":0.9,"GCmain":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092678696,"gmtCreate":1644627508742,"gmtModify":1676533947575,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570966674623757","idStr":"3570966674623757"},"themes":[],"htmlText":"🥶","listText":"🥶","text":"🥶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092678696","repostId":"1118500262","repostType":2,"repost":{"id":"1118500262","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":1644624056,"share":"https://ttm.financial/m/news/1118500262?lang=en_US&edition=fundamental","pubTime":"2022-02-12 08:00","market":"us","language":"zh","title":"Last night and this morning | The White House made malicious remarks about the situation in Ukraine, and the US stock market leaked 500 points","url":"https://stock-news.laohu8.com/highlight/detail?id=1118500262","media":"老虎资讯综合","summary":"摘要：①白宫就乌克兰局势“放狠话” 恐慌指数大涨 三大指数遭重挫；②热门中概股周五收盘多数下滑，叮咚买菜跌近13%；③黄金期货周五收高0.3% 通胀与地缘政治推动金价上涨。海外市场1、隔夜美股丨白宫就","content":"<p><html><head></head><body>Abstract: ① The White House's \"malicious words\" on the situation in Ukraine, the panic index surged, and the three major indexes suffered heavy losses; ② Most popular Chinese concept stocks closed down on Friday.<a href=\"https://laohu8.com/S/DDL\">Dingdong Maicai</a>Fell nearly 13%; ③ Gold futures closed up 0.3% on Friday. Inflation and geopolitics pushed gold prices higher. Overseas Market</p><p>1. U.S. stocks overnight | The White House \"spoke harsh words\" about the situation in Ukraine, the panic index surged, and the three major indexes suffered heavy losses</p><p>In the early morning of Beijing time, news of the escalation of tensions between Russia and Ukraine came out. U.S. President Biden warned Americans in Ukraine to leave immediately, saying that \"the situation may soon become crazy\" in Ukraine. The European Union said that sanctions against Russia will involve the financial and energy fields. The stock index plunged sharply, oil prices soared to a seven-and-a-half-year high, risk aversion rose, and the yield on the U.S. 10-year Treasury Bond plummeted.</p><p>As of the close, the S&P fell 1.90%, the Nasdaq fell 2.78%, and the Dow fell 1.43%. The U.S. 10-year Treasury Bond yield gave up all yesterday's gains and closed down to 1.942%; The panic index VIX closed up 14.43%, with a cumulative increase of more than 30% in two days.</p><p>Large tech stocks broadly closed lower.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Down 2.02%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Down 4.93%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Down 2.43%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Down 3.59%,<a href=\"https://laohu8.com/S/GOOG\">Google</a>It fell 3.23%, and Meta fell 3.74%.</p><p>2. Most popular Chinese concept stocks closed down on Friday<a href=\"https://laohu8.com/S/DDL\">Dingdong Maicai</a>Fell nearly 13%</p><p>Most popular Chinese concept stocks closed down on Friday, with Dingdong Maicai,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Youdao and others were among the top losers, while new energy vehicle stocks fell.</p><p><a href=\"https://laohu8.com/S/COE\">51 Talk</a>Rose more than 23%,<a href=\"https://laohu8.com/S/MOGU\">Mushroom Street</a>Rose more than 16%,<a href=\"https://laohu8.com/S/LKCO\">Luokung Technology</a>Rose nearly 9%,<a href=\"https://laohu8.com/S/OG\">Onion Group</a>It rose more than 4%, and Together Education rose nearly 4%.<a href=\"https://laohu8.com/S/KRKR\">36 Krypton</a>、<a href=\"https://laohu8.com/S/UK\">Ucommune</a>It rose more than 3%, Renren Company rose more than 2%,<a href=\"https://laohu8.com/S/LIZI\">Lychee</a>、<a href=\"https://laohu8.com/S/EM\">Monster Charge</a>Up nearly 2%,<a href=\"https://laohu8.com/S/TOUR\">Tuniu</a>$Best Group (<a href=\"https://laohu8.com/S/BOTB.UK\">BEST</a>) $rose more than 1%.</p><p>Dingdong Maicai fell nearly 13%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a><a href=\"https://laohu8.com/S/DAO\">Youdao</a>、<a href=\"https://laohu8.com/S/IFBD\">Xunbird Software</a>Fell nearly 10%,<a href=\"https://laohu8.com/S/CPOP\">Pupu culture</a>Fell nearly 9%, Ruixing pink list, Bit Mining,<a href=\"https://laohu8.com/S/WIMI\">WIMI holography</a>Fell more than 8%,<a href=\"https://laohu8.com/S/QTT\">Interesting headlines</a>、<a href=\"https://laohu8.com/S/TAL\">TAL</a>Fell more than 7%,<a href=\"https://laohu8.com/S/BEKE\">Shells</a>、<a href=\"https://laohu8.com/S/NCTY\">The ninth city</a>Fell more than 6%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Fell nearly 6%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/YY\">Huanju Group</a>、<a href=\"https://laohu8.com/S/LAIX\">Fluent theory</a>Fell more than 5%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Fell 5%, NetEase fell more than 4%,<a href=\"https://laohu8.com/S/CNET\">China grid carrier line</a>、<a href=\"https://laohu8.com/S/VNET\">Century Internet</a>Fell nearly 4%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/HUYA\">Tiger Tooth</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/ATHM\">Car Home</a>、<a href=\"https://laohu8.com/S/UXIN\">Youxin</a>Fell more than 3%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Fell nearly 3%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>, Ctrip fell more than 2%,<a href=\"https://laohu8.com/S/00700\">Tencent</a>ADR fell nearly 2%,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Fell more than 1%.</p><p>Among new energy vehicle stocks,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars fell nearly 5%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Fell more than 4%.</p><p>3. Major European stock indexes fell collectively, and the French CAC40 index fell more than 1%</p><p>The average price index of 100 stocks in the Financial Times of London stock market closed at 7,661.02 points on the 11th, down 11.38 points or 0.15% from the previous trading day. The three major European stock indexes fell across the board that day. As for the other two major European stock indexes, the CAC40 index of Paris stock market closed at 7011.60 points, down 89.95 points or 1.27% from the previous trading day; The DAX index of Frankfurt stock market closed at 15,425.12 points, down 65.32 points or 0.42% from the previous trading day.</p><p>4. Gold futures closed 0.3% higher on Friday, inflation and geopolitics pushed gold prices higher</p><p>Gold futures closed higher on Friday and recorded a weekly gain. The continued surge in U.S. inflation has supported gold. Gold's gains in after-hours electronic trading widened further after the White House warned that Russia's invasion of Ukraine could happen \"any day now.\"</p><p>The price of gold futures for April delivery on the New York Mercantile Exchange rose by $4.70, or 0.3%, to close at $1,842.10 per ounce. Gold futures rose by 1.9% this week.</p><p>Affected by geopolitical uncertainties, gold, a traditional safe haven, continued to rise. After the regular trading session, gold futures rose to $1,860 an ounce in electronic trading.</p><p>5. The geopolitical situation triggered supply concerns, U.S. oil soared to $94, a new high in more than seven years</p><p>Brent oil rose 4.2% in late trading on Friday (February 11) to close at $95.25 per barrel. Volumes surged in the final hour of trading, with global benchmark Brent crude climbing to its highest level in more than two months. Brent oil rose to a nearly seven-year high after tensions between Ukraine and Russia fueled concerns about tight global supplies.</p><p>6. U.S. Treasury Bond yields hit a new low in the past two days during the day as the situation in Ukraine triggered risk aversion</p><p>U.S. Treasury Bond rebounded sharply on Friday, as concerns surrounding the geopolitical situation in Ukraine and Russia stimulated investors' risk aversion, dragging down yields. And just last day, yields surged as higher-than-expected U.S. inflation data pushed up bets on the Fed's hawkish policies;</p><p>The 10-year U.S. Treasury Bond yield fell by more than 11 basis points during the day, setting a new low of 1.918% in the past two days. Yields on 2-year and 3-year Treasury Bond, which are more closely tied to monetary policy, also fell. The yen rose, the dollar also mostly rose against major currencies, and the Russian ruble fell.</p><p>International macro</p><p>1. Media: The United States believes Russian President Vladimir Putin has decided to \"invade\" Ukraine</p><p>According to NBC News, the United States believes Russian President Vladimir Putin has decided to \"invade\" Ukraine, which is expected to begin next week. U.S. President Joe Biden said Thursday that U.S. citizens should leave Ukraine now and that if Russia invades Ukraine, he will not send troops to rescue U.S. citizens to evacuate. U.S. National Security Adviser Sullivan said that he noticed signs of Russia escalating the situation, but was not sure that Putin had made a final decision. Biden is expected to hold talks with Putin.</p><p>2. Nobel Prize winner Krugman believes that the Fed does not need to use \"shock therapy\" to cool down the economy</p><p>Paul krugman, the Nobel laureate in economics, said that although it is time for the Federal Reserve to start a rate hike, there is no crisis in inflation, indicating that policymakers can be restrained when tightening policies. \"Obviously the economy is very hot, and the Fed has a responsibility to cool it down,\" Krugman said in an interview on Friday. As for what needs to be done, \"it's definitely not shock therapy.\" Krugman, who now works at the City University of New York, said there's no need to panic about current inflation and there's no sign it's already ingrained in the economy. He said the Fed will need to \"sustain\" its rate hike until the underlying economic overheating dissipates.</p><p>3. Federal Funds rate futures market lowers expectations for additional special meetings of the Federal Reserve</p><p>Federal Funds rate futures markets recovered losses from a hawkish speech by St. Louis Fed President Bullard on Thursday, when he said he was \"open\" to holding unplanned meetings. The price of the February interest rate futures contract returned to 99.90, with an interest rate of 0.10%. That's also where futures were trading after the higher-than-expected January CPI in the United States was released early Thursday. After Bullard's comments were reported, the contract fell to 99.845 at one point, implying that the market thinks there is a 30% chance of a temporary meeting. Trading volume of February Federal Funds rate futures contracts reached a record 307,494 contracts on Thursday, and selling pressure was heavy before and after Bullard's speech. Open positions increased by 33,150.</p><p>4. The White House reminds the U.S. chip industry: Prepare for Russian supply disruptions</p><p>The White House warned the chip industry to diversify its supply chain in case Russia retaliates against U.S. threatened export restrictions to block access to critical materials, sources said. Market research firm Techcet published a report on February 1 highlighting the dependence of many semiconductor manufacturers on materials from Russia and Ukraine, such as neon lights, palladium and other materials. More than 90% of the U.S. supply of semiconductor-grade neon lights comes from Ukraine, while 35% of palladium comes from Russia, according to Techcet estimates. Members of the White House National Security Council have been in contact with chip industry figures in recent days to understand the availability of chip-making materials from Russia and Ukraine and urge them to look for other sources, the people said.</p><p>5. International Energy Agency: OPEC +, which is passively increasing production, is the main driving force behind the soaring oil prices</p><p>The International Energy Agency (IEA) warned on Friday (February 11) that global oil prices could rise further due to OPEC + 's \"negative\" efforts to restore production. The IEA pointed out that only Saudi Arabia and the United Arab Emirates produce more crude oil can calm the volatile market. Currently, global energy demand is rebounding from the COVID-19 pandemic, but lagging supply in various places has caused international oil prices to rise to a seven-year high above $90 per barrel.</p><p>Market View</p><p>1、<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>: U.S. stocks will fall by up to 14% before the Federal Reserve will come to the rescue</p><p>Bank of America believes that the massacre under the surface of the stock market has always been \"barbaric\". Compared with the 52-week high counted a week ago, 46% of Nasdaq companies' stock prices have fallen by more than 50%. Unless the S&P 500 index reaches the 3,800-4,000 range, it will not trigger the \"Fed put option\" (the Fed's code name for a series of policy easing measures after a sharp decline in the stock market). This means that from current levels, the potential downside of the S&P 500 is at most 14%.</p><p>2. Peter Kraus: The Fed will not conduct a 50 basis point rate hike at a time</p><p>Wall Street veteran Peter Kraus said the Fed will avoid a 50 basis point rate hike despite market concerns about inflation and geopolitical conflicts.</p><p>\"It's clear: the Fed will rate hike by 25 basis points,\" Kraus said in a televised interview Friday. \"They won't have a 50 basis point rate hike. That will only lead to market instability. What's the point?\"</p><p>Company News</p><p>1. Deutsche Bank's 13F position disclosure in the fourth quarter:<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Is its largest holding</p><p>The 13F document shows that Deutsche Bank's top five buying stocks in the fourth quarter were Microsoft,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/HD\">Home Depot</a>、<a href=\"https://laohu8.com/S/UNP\">Union Pacific</a>as well as<a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>。 The top five selling stocks are<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>、<a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a>、<a href=\"https://laohu8.com/S/RTX\">Thor</a>Science and technology,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>(b)<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>。 Microsoft is currently its largest holding, accounting for 4.91%, followed by<a href=\"https://laohu8.com/S/AAPL\">Apple</a>, holding 3.75% of the shares.</p><p>2、<a href=\"https://ttm.financial/NW/2210425125\" target=\"_blank\">Supply chain disruptions at Toyota, GM North American factories affected by Canadian truck driver demonstrations</a></p><p>In Canada, demonstrations by truck drivers protesting the mandatory vaccine are spreading, and supply chains in North America are in crisis of disruption. On the 10th, due to the occupation of demonstrators, three borders between the United States and Canada were cut off, and automobile production in the United States was forced to stop. It is expected that it will take some time to return to normal, so there is a possibility that the impact will expand.</p><p><a href=\"https://laohu8.com/S/TM\">Toyota Motors</a>On the 10th, the company stopped production at its vehicle factories in Ontario, Canada and Kentucky, USA, which mainly produce multi-purpose off-road vehicles (SUVs) \"RAV4\". It is expected that the operation on the 11th will also stop.</p><p>America<a href=\"https://laohu8.com/S/GM\">General Motors</a>The company (GM) stopped vehicle production at its factory outside Detroit, Michigan from the afternoon of the 9th. Toyota, Honda and Subaru have factories in the Midwest in Indiana and Ohio, and the impact could expand after early next week.</p><p>3、<a href=\"https://ttm.financial/NW/2210159544\" target=\"_blank\">Coca-Cola CEO warns consumers won't tolerate high prices for long</a></p><p>Coca-Cola CEO James Quincey warned Thursday that whether consumers are willing to pay higher prices will be the focus of attention in the next phase.</p><p>Consumer goods companies have been gradually increasing prices as production costs have risen, and so far consumers seem to embrace the rise.<a href=\"https://laohu8.com/S/MCD\">McDonald's</a>And executives at other companies have recently said that higher prices haven't driven customers away-in fact, as prices go up, so do sales.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | The White House made malicious remarks about the situation in Ukraine, and the US stock market leaked 500 points</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 | The White House made malicious remarks about the situation in Ukraine, and the US stock market leaked 500 points\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-02-12 08:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① The White House's \"malicious words\" on the situation in Ukraine, the panic index surged, and the three major indexes suffered heavy losses; ② Most popular Chinese concept stocks closed down on Friday.<a href=\"https://laohu8.com/S/DDL\">Dingdong Maicai</a>Fell nearly 13%; ③ Gold futures closed up 0.3% on Friday. Inflation and geopolitics pushed gold prices higher. Overseas Market</p><p>1. U.S. stocks overnight | The White House \"spoke harsh words\" about the situation in Ukraine, the panic index surged, and the three major indexes suffered heavy losses</p><p>In the early morning of Beijing time, news of the escalation of tensions between Russia and Ukraine came out. U.S. President Biden warned Americans in Ukraine to leave immediately, saying that \"the situation may soon become crazy\" in Ukraine. The European Union said that sanctions against Russia will involve the financial and energy fields. The stock index plunged sharply, oil prices soared to a seven-and-a-half-year high, risk aversion rose, and the yield on the U.S. 10-year Treasury Bond plummeted.</p><p>As of the close, the S&P fell 1.90%, the Nasdaq fell 2.78%, and the Dow fell 1.43%. The U.S. 10-year Treasury Bond yield gave up all yesterday's gains and closed down to 1.942%; The panic index VIX closed up 14.43%, with a cumulative increase of more than 30% in two days.</p><p>Large tech stocks broadly closed lower.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Down 2.02%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Down 4.93%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Down 2.43%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Down 3.59%,<a href=\"https://laohu8.com/S/GOOG\">Google</a>It fell 3.23%, and Meta fell 3.74%.</p><p>2. Most popular Chinese concept stocks closed down on Friday<a href=\"https://laohu8.com/S/DDL\">Dingdong Maicai</a>Fell nearly 13%</p><p>Most popular Chinese concept stocks closed down on Friday, with Dingdong Maicai,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Youdao and others were among the top losers, while new energy vehicle stocks fell.</p><p><a href=\"https://laohu8.com/S/COE\">51 Talk</a>Rose more than 23%,<a href=\"https://laohu8.com/S/MOGU\">Mushroom Street</a>Rose more than 16%,<a href=\"https://laohu8.com/S/LKCO\">Luokung Technology</a>Rose nearly 9%,<a href=\"https://laohu8.com/S/OG\">Onion Group</a>It rose more than 4%, and Together Education rose nearly 4%.<a href=\"https://laohu8.com/S/KRKR\">36 Krypton</a>、<a href=\"https://laohu8.com/S/UK\">Ucommune</a>It rose more than 3%, Renren Company rose more than 2%,<a href=\"https://laohu8.com/S/LIZI\">Lychee</a>、<a href=\"https://laohu8.com/S/EM\">Monster Charge</a>Up nearly 2%,<a href=\"https://laohu8.com/S/TOUR\">Tuniu</a>$Best Group (<a href=\"https://laohu8.com/S/BOTB.UK\">BEST</a>) $rose more than 1%.</p><p>Dingdong Maicai fell nearly 13%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a><a href=\"https://laohu8.com/S/DAO\">Youdao</a>、<a href=\"https://laohu8.com/S/IFBD\">Xunbird Software</a>Fell nearly 10%,<a href=\"https://laohu8.com/S/CPOP\">Pupu culture</a>Fell nearly 9%, Ruixing pink list, Bit Mining,<a href=\"https://laohu8.com/S/WIMI\">WIMI holography</a>Fell more than 8%,<a href=\"https://laohu8.com/S/QTT\">Interesting headlines</a>、<a href=\"https://laohu8.com/S/TAL\">TAL</a>Fell more than 7%,<a href=\"https://laohu8.com/S/BEKE\">Shells</a>、<a href=\"https://laohu8.com/S/NCTY\">The ninth city</a>Fell more than 6%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Fell nearly 6%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/YY\">Huanju Group</a>、<a href=\"https://laohu8.com/S/LAIX\">Fluent theory</a>Fell more than 5%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Fell 5%, NetEase fell more than 4%,<a href=\"https://laohu8.com/S/CNET\">China grid carrier line</a>、<a href=\"https://laohu8.com/S/VNET\">Century Internet</a>Fell nearly 4%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/HUYA\">Tiger Tooth</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/ATHM\">Car Home</a>、<a href=\"https://laohu8.com/S/UXIN\">Youxin</a>Fell more than 3%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Fell nearly 3%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>, Ctrip fell more than 2%,<a href=\"https://laohu8.com/S/00700\">Tencent</a>ADR fell nearly 2%,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Fell more than 1%.</p><p>Among new energy vehicle stocks,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars fell nearly 5%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Fell more than 4%.</p><p>3. Major European stock indexes fell collectively, and the French CAC40 index fell more than 1%</p><p>The average price index of 100 stocks in the Financial Times of London stock market closed at 7,661.02 points on the 11th, down 11.38 points or 0.15% from the previous trading day. The three major European stock indexes fell across the board that day. As for the other two major European stock indexes, the CAC40 index of Paris stock market closed at 7011.60 points, down 89.95 points or 1.27% from the previous trading day; The DAX index of Frankfurt stock market closed at 15,425.12 points, down 65.32 points or 0.42% from the previous trading day.</p><p>4. Gold futures closed 0.3% higher on Friday, inflation and geopolitics pushed gold prices higher</p><p>Gold futures closed higher on Friday and recorded a weekly gain. The continued surge in U.S. inflation has supported gold. Gold's gains in after-hours electronic trading widened further after the White House warned that Russia's invasion of Ukraine could happen \"any day now.\"</p><p>The price of gold futures for April delivery on the New York Mercantile Exchange rose by $4.70, or 0.3%, to close at $1,842.10 per ounce. Gold futures rose by 1.9% this week.</p><p>Affected by geopolitical uncertainties, gold, a traditional safe haven, continued to rise. After the regular trading session, gold futures rose to $1,860 an ounce in electronic trading.</p><p>5. The geopolitical situation triggered supply concerns, U.S. oil soared to $94, a new high in more than seven years</p><p>Brent oil rose 4.2% in late trading on Friday (February 11) to close at $95.25 per barrel. Volumes surged in the final hour of trading, with global benchmark Brent crude climbing to its highest level in more than two months. Brent oil rose to a nearly seven-year high after tensions between Ukraine and Russia fueled concerns about tight global supplies.</p><p>6. U.S. Treasury Bond yields hit a new low in the past two days during the day as the situation in Ukraine triggered risk aversion</p><p>U.S. Treasury Bond rebounded sharply on Friday, as concerns surrounding the geopolitical situation in Ukraine and Russia stimulated investors' risk aversion, dragging down yields. And just last day, yields surged as higher-than-expected U.S. inflation data pushed up bets on the Fed's hawkish policies;</p><p>The 10-year U.S. Treasury Bond yield fell by more than 11 basis points during the day, setting a new low of 1.918% in the past two days. Yields on 2-year and 3-year Treasury Bond, which are more closely tied to monetary policy, also fell. The yen rose, the dollar also mostly rose against major currencies, and the Russian ruble fell.</p><p>International macro</p><p>1. Media: The United States believes Russian President Vladimir Putin has decided to \"invade\" Ukraine</p><p>According to NBC News, the United States believes Russian President Vladimir Putin has decided to \"invade\" Ukraine, which is expected to begin next week. U.S. President Joe Biden said Thursday that U.S. citizens should leave Ukraine now and that if Russia invades Ukraine, he will not send troops to rescue U.S. citizens to evacuate. U.S. National Security Adviser Sullivan said that he noticed signs of Russia escalating the situation, but was not sure that Putin had made a final decision. Biden is expected to hold talks with Putin.</p><p>2. Nobel Prize winner Krugman believes that the Fed does not need to use \"shock therapy\" to cool down the economy</p><p>Paul krugman, the Nobel laureate in economics, said that although it is time for the Federal Reserve to start a rate hike, there is no crisis in inflation, indicating that policymakers can be restrained when tightening policies. \"Obviously the economy is very hot, and the Fed has a responsibility to cool it down,\" Krugman said in an interview on Friday. As for what needs to be done, \"it's definitely not shock therapy.\" Krugman, who now works at the City University of New York, said there's no need to panic about current inflation and there's no sign it's already ingrained in the economy. He said the Fed will need to \"sustain\" its rate hike until the underlying economic overheating dissipates.</p><p>3. Federal Funds rate futures market lowers expectations for additional special meetings of the Federal Reserve</p><p>Federal Funds rate futures markets recovered losses from a hawkish speech by St. Louis Fed President Bullard on Thursday, when he said he was \"open\" to holding unplanned meetings. The price of the February interest rate futures contract returned to 99.90, with an interest rate of 0.10%. That's also where futures were trading after the higher-than-expected January CPI in the United States was released early Thursday. After Bullard's comments were reported, the contract fell to 99.845 at one point, implying that the market thinks there is a 30% chance of a temporary meeting. Trading volume of February Federal Funds rate futures contracts reached a record 307,494 contracts on Thursday, and selling pressure was heavy before and after Bullard's speech. Open positions increased by 33,150.</p><p>4. The White House reminds the U.S. chip industry: Prepare for Russian supply disruptions</p><p>The White House warned the chip industry to diversify its supply chain in case Russia retaliates against U.S. threatened export restrictions to block access to critical materials, sources said. Market research firm Techcet published a report on February 1 highlighting the dependence of many semiconductor manufacturers on materials from Russia and Ukraine, such as neon lights, palladium and other materials. More than 90% of the U.S. supply of semiconductor-grade neon lights comes from Ukraine, while 35% of palladium comes from Russia, according to Techcet estimates. Members of the White House National Security Council have been in contact with chip industry figures in recent days to understand the availability of chip-making materials from Russia and Ukraine and urge them to look for other sources, the people said.</p><p>5. International Energy Agency: OPEC +, which is passively increasing production, is the main driving force behind the soaring oil prices</p><p>The International Energy Agency (IEA) warned on Friday (February 11) that global oil prices could rise further due to OPEC + 's \"negative\" efforts to restore production. The IEA pointed out that only Saudi Arabia and the United Arab Emirates produce more crude oil can calm the volatile market. Currently, global energy demand is rebounding from the COVID-19 pandemic, but lagging supply in various places has caused international oil prices to rise to a seven-year high above $90 per barrel.</p><p>Market View</p><p>1、<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>: U.S. stocks will fall by up to 14% before the Federal Reserve will come to the rescue</p><p>Bank of America believes that the massacre under the surface of the stock market has always been \"barbaric\". Compared with the 52-week high counted a week ago, 46% of Nasdaq companies' stock prices have fallen by more than 50%. Unless the S&P 500 index reaches the 3,800-4,000 range, it will not trigger the \"Fed put option\" (the Fed's code name for a series of policy easing measures after a sharp decline in the stock market). This means that from current levels, the potential downside of the S&P 500 is at most 14%.</p><p>2. Peter Kraus: The Fed will not conduct a 50 basis point rate hike at a time</p><p>Wall Street veteran Peter Kraus said the Fed will avoid a 50 basis point rate hike despite market concerns about inflation and geopolitical conflicts.</p><p>\"It's clear: the Fed will rate hike by 25 basis points,\" Kraus said in a televised interview Friday. \"They won't have a 50 basis point rate hike. That will only lead to market instability. What's the point?\"</p><p>Company News</p><p>1. Deutsche Bank's 13F position disclosure in the fourth quarter:<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Is its largest holding</p><p>The 13F document shows that Deutsche Bank's top five buying stocks in the fourth quarter were Microsoft,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/HD\">Home Depot</a>、<a href=\"https://laohu8.com/S/UNP\">Union Pacific</a>as well as<a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>。 The top five selling stocks are<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>、<a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a>、<a href=\"https://laohu8.com/S/RTX\">Thor</a>Science and technology,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>(b)<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>。 Microsoft is currently its largest holding, accounting for 4.91%, followed by<a href=\"https://laohu8.com/S/AAPL\">Apple</a>, holding 3.75% of the shares.</p><p>2、<a href=\"https://ttm.financial/NW/2210425125\" target=\"_blank\">Supply chain disruptions at Toyota, GM North American factories affected by Canadian truck driver demonstrations</a></p><p>In Canada, demonstrations by truck drivers protesting the mandatory vaccine are spreading, and supply chains in North America are in crisis of disruption. On the 10th, due to the occupation of demonstrators, three borders between the United States and Canada were cut off, and automobile production in the United States was forced to stop. It is expected that it will take some time to return to normal, so there is a possibility that the impact will expand.</p><p><a href=\"https://laohu8.com/S/TM\">Toyota Motors</a>On the 10th, the company stopped production at its vehicle factories in Ontario, Canada and Kentucky, USA, which mainly produce multi-purpose off-road vehicles (SUVs) \"RAV4\". It is expected that the operation on the 11th will also stop.</p><p>America<a href=\"https://laohu8.com/S/GM\">General Motors</a>The company (GM) stopped vehicle production at its factory outside Detroit, Michigan from the afternoon of the 9th. Toyota, Honda and Subaru have factories in the Midwest in Indiana and Ohio, and the impact could expand after early next week.</p><p>3、<a href=\"https://ttm.financial/NW/2210159544\" target=\"_blank\">Coca-Cola CEO warns consumers won't tolerate high prices for long</a></p><p>Coca-Cola CEO James Quincey warned Thursday that whether consumers are willing to pay higher prices will be the focus of attention in the next phase.</p><p>Consumer goods companies have been gradually increasing prices as production costs have risen, and so far consumers seem to embrace the rise.<a href=\"https://laohu8.com/S/MCD\">McDonald's</a>And executives at other companies have recently said that higher prices haven't driven customers away-in fact, as prices go up, so do sales.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118500262","content_text":"摘要：①白宫就乌克兰局势“放狠话” 恐慌指数大涨 三大指数遭重挫；②热门中概股周五收盘多数下滑，叮咚买菜跌近13%；③黄金期货周五收高0.3% 通胀与地缘政治推动金价上涨。海外市场1、隔夜美股丨白宫就乌克兰局势“放狠话” 恐慌指数大涨 三大指数遭重挫北京时间凌晨传出俄乌紧张局势升级的消息，美国总统拜登警告在乌美国人立刻离开，称乌克兰“情况可能很快变得疯狂”，欧盟称对俄制裁将涉及金融和能源领域，股指大幅跳水，油价飙升刷新七年半高位，避险情绪高涨，美十年期国债收益率骤降。截至收盘，标普跌1.90%，纳指跌2.78%，道指跌1.43%。美国十年期国债收益率回吐昨日所有涨幅，收跌至1.942%；恐慌指数VIX收涨14.43%，两日累计涨幅超30%。大型科技股普遍收跌。苹果跌2.02%，特斯拉跌4.93%，微软跌2.43%，亚马逊跌3.59%，谷歌跌3.23%，Meta跌3.74%。2、热门中概股周五收盘多数下滑 叮咚买菜跌近13%热门中概股周五收盘多数下滑，叮咚买菜、网易有道等跌幅居前，新能源汽车股下挫。51Talk涨超23%，蘑菇街涨超16%，箩筐技术涨近9%，洋葱集团涨超4%，一起教育涨近4%，36氪、优客工场涨超3%，人人公司涨超2%，荔枝、怪兽充电涨近2%，途牛、$百世集团(BEST)$涨超1%。叮咚买菜跌近13%，网易有道、讯鸟软件跌近10%，普普文化跌近9%，瑞幸粉单、比特矿业、微美全息跌超8%，趣头条、好未来跌超7%，贝壳、第九城市跌超6%，爱奇艺跌近6%，拼多多、欢聚集团、流利说跌超5%，新东方跌5%，网易跌超4%，中网载线、世纪互联跌近4%，哔哩哔哩、虎牙、京东、汽车之家、优信跌超3%，知乎跌近3%，百度、金山云、携程跌超2%，腾讯ADR跌近2%，高途、唯品会跌超1%。新能源汽车股中，蔚来汽车跌近5%，小鹏汽车、理想汽车跌超4%。3、欧股主要指数集体下跌 法国CAC40指数跌超1%英国伦敦股市《金融时报》100种股票平均价格指数11日报收于7661.02点，比前一交易日下跌11.38点，跌幅为0.15%。欧洲三大股指当天全线下跌。欧洲其他两大主要股指方面，法国巴黎股市CAC40指数报收于7011.60点，比前一交易日下跌89.95点，跌幅为1.27%；德国法兰克福股市DAX指数报收于15425.12点，比前一交易日下跌65.32点，跌幅为0.42%。4、黄金期货周五收高0.3% 通胀与地缘政治推动金价上涨黄金期货周五收高，并录得周线上涨。美国通胀持续飙升令黄金获得支撑。而在白宫警告说俄罗斯入侵乌克兰可能“现在任何一天”发生后，盘后电子交易盘中的黄金涨幅进一步扩大。纽约商品交易所4月交割的黄金期货价格上涨4.70美元，涨幅为0.3%，收于每盎司1842.10美元，本周黄金期货累计上涨1.9%。受到地缘政治不确定因素影响，作为传统避风港黄金延续涨势。在常规交易时段结束后，电子交易盘中的黄金期货一度上涨至每盎司1860美元。5、地缘局势引发供应担忧，美油飙升至94美元创逾七年新高周五（2月11日）布油尾盘上涨4.2%，报收95.25美元/桶。在最后一个小时的交易中，交易量飙升，全球指标布伦特原油的交易量攀升至两个多月来的最高水平。乌克兰和俄罗斯之间的紧张局势加剧了对全球供应紧张的担忧，布油升创近七年新高。6、美国国债收益率日内刷新近两日低点 因乌克兰局势引发避险情绪美国国债周五急剧反弹，因围绕乌克兰和俄罗斯地缘政治局势的担忧刺激了投资者的避险情绪，拖累收益率大跌。而就在上日，因 美国通胀数据高于预期推升对 美联储鹰派政策的押注，收益率大涨；10年期 美国国债收益率日内跌超11个基点，刷新近两日低点至1.918%。与货币政策关系更紧密的2年期和3年期国债收益率也下跌。 日元上涨， 美元兑主要货币也大多上涨，俄罗斯卢布下跌。国际宏观1、媒体：美国认为俄罗斯总统普京已经决定“入侵”乌克兰据NBC新闻报道，美国认为俄罗斯总统普京已经决定“入侵”乌克兰，预计“入侵”将于下周开始。 美国总统拜登周四表示，美国公民现在就应该离开乌克兰，如果俄罗斯入侵乌克兰，他不会派兵援救美国公民撤离。美国国家安全顾问沙利文表示，注意到俄罗斯升级局势的迹象，但并不确定普京已经做出了最终决定，预计拜登将与普京进行会谈。2、诺奖得主克鲁格曼认为美联储无需使用“休克疗法”为经济降温诺贝尔经济学奖获得者保罗·克鲁格曼表示，虽然美联储该开始加息了，但通胀方面并没有危机，说明决策者在紧缩政策的时候可以有节制一点。“显然经济非常火爆，美联储有责任给它降降温，”克鲁格曼周五接受采访时表示。至于需要做什么，“绝对不是休克疗法。”现就职于纽约城市大学的克鲁格曼表示，没有必要对当前的通胀感到恐慌，没有迹象表明通胀已经在经济中根深蒂固。他表示，美联储将需要“持续”加息，直至潜在的经济过热消散。3、联邦基金利率期货市场下调对美联储增开特别会议的预期联邦基金利率期货市场收复了因圣路易斯联储行长布拉德周四一番鹰派讲话而遭受的损失，他当时称对于召开计划外会议持“开放态度”。2月利率期货合约价格回到99.90，利率0.10％。这也是周四早些时候美国高于预期的1月CPI公布后期货的交易价格。在Bullard的评论被报道后，该合约一度跌至99.845，意味着市场认为召开临时会议的可能性有30％。周四2月联邦基金利率期货合约成交量达到创纪录的307,494份，布拉德讲话前后抛压沉重。未平仓头寸增加33,150份。4、白宫提醒美国芯片业：要为俄罗斯供应中断做好准备消息人士称，美国白宫警告芯片行业要使供应链多样化，以防俄罗斯对美国威胁的出口限制采取报复措施，阻止关键材料的获取。市场研究机构Techcet在2月1日发表了一份报告，强调了许多半导体制造商对来自俄罗斯和乌克兰的材料的依赖，比如霓虹灯、钯和其他材料。据Techcet估计，美国90%以上的半导体级霓虹灯供应来自乌克兰，而35%的钯来自俄罗斯。知情人士称，白宫国家安全委员会成员最近几天一直在与芯片行业人士接触，了解俄罗斯和乌克兰芯片制造材料的供应情况，并敦促他们寻找其他来源。5、国际能源署：消极增产的欧佩克+是油价飙升的主要推手国际能源署(IEA)周五(2月11日)警告说，由于欧佩克+在恢复产量方面的“消极”努力，全球油价可能会进一步攀升。IEA指出，只有沙特阿拉伯和阿联酋产出更多的原油，才能平息动荡的市场。当前，全球能源需求正走出新冠大流行开始反弹，但各地的供应滞后，使得国际油价升至每桶90美元上方的七年高位。市场观点1、美国银行：美股最多还要跌14% 美联储才会出手相救美国银行认为，股市表面下的屠杀一直是“野蛮的”，相比于一周前统计的52周高点，纳斯达克46%的公司股价下滑了50%以上。除非标普500指数达到3800-4000点区间，否则不会触发“美联储看跌期权”(美联储在股市大幅下跌后采取一系列政策宽松措施的代号)。这意味着从目前的水平来看，标普500指数潜在的下行幅度至多为14%。2、Peter Kraus：美联储不会一次加息50个基点华尔街老将Peter Kraus称，尽管市场担心通胀和地缘政治冲突，但美联储将避免一次加息50个基点。“很明显：美联储将加息25个基点，”Kraus周五在电视采访中表示。“他们不会加息50个基点。那只会导致市场不稳定。有什么意义呢？”公司新闻1、德银四季度13F持仓披露：微软为其第一大持仓股13F文件显示，德银在第四季度的五大买入股为微软、特斯拉、家得宝、联合太平洋以及应用材料。五大卖出股为Meta Platforms、MercadoLibre、雷神科技、阿里巴巴及亚马逊。目前微软为其第一大持仓股，比例为4.91%，其次是苹果，持股比例3.75%。2、受加拿大卡车司机示威影响 丰田、通用北美工厂供应链中断在加拿大，抗议疫苗义务化的卡车司机们的示威正在扩散，北美的供应链陷入了断裂的危机。10日，由于示威队的占领，美国和加拿大之间的三处国境被切断，美国的汽车生产也被迫停止。预计恢复正常还需要一段时间，因此有可能影响扩大。丰田汽车公司10日停止了主要生产多功能越野车（SUV）“RAV4”等的加拿大安大略省和美国肯塔基州整车工厂的生产。预计11日的作业也将停止。美国通用汽车公司（GM）从9日下午开始，在密歇根州底特律郊外的工厂停止了车辆生产。丰田、本田和斯巴鲁在中西部的印第安纳州和俄亥俄州设有工厂，下周初以后影响可能会扩大。3、可口可乐CEO警告称消费者不会长期忍受高价格可口可乐首席执行官詹姆斯·昆西（James Quincey）周四警告称，消费者是否愿意支付更高的价格，将成为下一阶段需要关注的焦点。随着生产成本的上升，消费品公司一直在逐步提高价格，到目前为止，消费者似乎接受了价格的上涨。麦当劳和其他公司的高管最近都表示，更高的价格并没有赶走顾客——事实上，随着价格的上涨，销售额也在增长。","news_type":1,"symbols_score_info":{".IXIC":0,".SPX":0,".DJI":0}},"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}