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2021-06-23

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Berkey Investment: Meituan, Pinduoduo are the next Tesla-style enterprises

2021-06-23

⋯

Investment giants who have tapped Amazon and Tesla: The biggest opportunity is in China

2021-06-23

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U.S. Markit manufacturing PMI hit record in June, services PMI fell short of expectations

2021-06-23

：

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

2021-06-21

Gg

Dehong Capital-led consortium close to acquiring 51job at a $5.3 billion valuation

2021-06-21

Ii

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2021-06-21

Ii

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2021-06-21

Ff

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2021-06-21

Ff

The high point of pullback/retracement is nearly 30%, can CDFG still hold on?

2021-06-21

Hh

The "temptation" of cross-border car manufacturing is irresistible, and Meizu and Douyin may also enter the game

2021-06-21

Hh

CCB, ICBC, Postal Savings and Alipay suspend providing services for virtual currency transactions

2021-06-20

Jssu

Gold fell nearly 5% overnight! State Street analyst: Don't panic, the decline is a good time to buy

2021-06-20

Dhej

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2021-06-20

Ddi

Pre-market changes: Gold stocks collectively rose, Barrick Gold and Jintian rose more than 2%

2021-06-20

Nddn

Pre-market changes: Gold stocks collectively rose, Barrick Gold and Jintian rose more than 2%

2021-06-19

Bj

Gold prices plummet, U.S. gold stocks crashed, how did A shares react?

2021-06-19

Omg

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2021-06-19

Bb

Deng Yinghai: There is a technical need for repair in international gold prices. Analysis of the latest gold trend

2021-06-19

Hh

Gold prices plummet, U.S. gold stocks crashed, how did A shares react?

2021-06-19

Hbb

Gold prices plummet, U.S. gold stocks crashed, how did A shares react?

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19:33","market":"us","language":"zh","title":"Berkey Investment: Meituan, Pinduoduo are the next Tesla-style enterprises","url":"https://stock-news.laohu8.com/highlight/detail?id=1163510991","media":"Barrons巴伦","summary":"总部位于爱丁堡的基金管理者柏基投资(Baillie Gifford)在过去110多年里，通过将信号与噪音分离开来，创造了令人瞩目的投资记录。该公司投资于具有长期增长潜力的公开上市公司和私有企业，而不考","content":"<p>Baillie Gifford, an Edinburgh-based fund manager, has set a remarkable investment record by separating signal from noise over the past 110 years. 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In the 12 months ended March 31, Scottish Mortgage Investment Trust rose 99%; In the year ending June 15, U.S. With a total return of 73%, the Equity Growth fund ranks among the top in Morningstar's big growth stock category.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1e534c9728cc83586e06170e5574ff7\" tg-width=\"1080\" tg-height=\"720\"><span>Tom Slater, Photo: Photograph by Matt Marcus</span></p><p><b>Barron's: Growth stocks are facing challenges after a brilliant 2020. Are you worried about that?</b></p><p><b>Tom Slater</b>: We don't pay attention to short-term fluctuations in stock prices. We focus on interesting companies with long-term growth opportunities. Our average holding period is 5 to 10 years. Only in such a timeframe can fundamentals drive the stock price.</p><p>Many people try to focus on predicting economic variables. But they are inherently extremely difficult to predict, if not completely impossible. At the same time, there are many predictable trends in fields such as communications, computing, machine learning, energy generation and storage, gene sequencing, and synthetic biology. We focus on predictable trends and the opportunities they create.</p><p><b>Barron's: At our Centennial Roundtable, you observed that some technologies in biology, if not better than Moore's Law, at least follow a similar trajectory. How should investors profit from this?</b></p><p><b>Tom Slater</b>: The decline in the cost curve of gene sequencing is far greater than the decline in the cost of computing power under Moore's Law. Now, the cost reduction is expanding into related fields. Gene sequencing is generating large amounts of medical data, and the cost of processing and storing this data is rapidly falling, as is the cost of applying machine learning to this data.</p><p>One adjuvant therapy is our ability to start printing (copying) DNA or RNA. Moderna (MRNA) is printing RNA sequences. We are talking about programming biology, except that instead of encoding with 1s and zeros, we use Gs, Ts, As and Cs (guanine, thymine, adenine and cytosine-sequenced nucleic acid bases that make up the genome).</p><p>Moderna's ability to produce safe and effective vaccines based on messenger RNA should boost confidence in the company's ability to produce vaccines to meet other huge, unmet needs, such as for HIV/AIDS. Another synthetic biology company, Ginkgo Bioworks, will go public through a merger with a SPAC. It is writing strings of DNA code that can be used in biomanufacturing processes.</p><p><b>Barron's: Wouldn't Moderna's success attract competitors?</b></p><p><b>Tom Slater</b>: When a technology undergoes drastic changes, not just the evolution of an existing paradigm, it is often difficult for established companies to accept this change. More likely, this technology will empower new businesses and new business models. So far, this has been the case in the automotive industry with the development of electric vehicles or electric vehicles. Interestingly, pharmaceutical companies with large vaccine franchises have yet to develop an effective Novel Coronavirus vaccine.</p><p><b>Barron's: Speaking of electric vehicles, Baillie Gifford has cut her Tesla holdings from a peak position of more than 7% to less than 2%. Why is that?</b></p><p><b>Tom Slater</b>: We still have a large stake in Tesla. Part of this is because the sell-off reflects the strength of the company's stock price, as well as the company's operational success in driving the stock price higher. Part of the reason is that this sell-off is just considering the possibilities of looking up from here.</p><p><b>Barron's: Who is the next Tesla in electric vehicles and more broadly?</b></p><p><b>Tom Slater</b>: China is the largest auto market in the world, and I would be surprised if there were no domestic competitors in China to challenge Tesla.<b>We are investors in NIO (NIO), and NIO has the opportunity to be such a player.</b></p><p>What features make Tesla so interesting? With over 100 million cars sold each year, this is a huge market. They approached this in a unique way, with a founder and CEO bundling most of his wealth to the company. Tesla doggedly pursues a long-term vision and doesn't have to worry too much about what the stock market thinks. During our ownership, Tesla's stock price has fallen by more than 30% 10 times.</p><p>Moderna has platform-type technology with a wide enough application to be very interesting as well. Illumina (ILMN), which makes genome sequencing instruments, has a similar opportunity.<b>Chinese companies, such as Meituan (3690), which focuses on local services, and Pinduoduo (PDD) in the retail sector, are attractive, partly because of their ambitions, and they are gradually changing the entire supply chain of their industries.</b></p><p>In Western markets, delivering pre-processed foods began as an alternative to takeout, while in China, the scope is much larger because there is more culture of eating pre-processed foods. In China, kitchens in apartment buildings are getting smaller and smaller, and these apartment buildings are being designed for efficient food delivery service infrastructure. When you are building a reliable fast delivery infrastructure, related industries emerge as the times require.</p><p><b>ByteDance is also very charming</b>。 Its social media subsidiary TikTok has sparked controversy in the U.S., but ByteDance is 95% about China, how rapidly the company has grown in size in the domestic advertising market. In China, large enterprises led by founders are taking full advantage of the scale advantage of the domestic market.</p><p><b>Barron's: Do you prefer to invest in companies led by founders as CEOs?</b></p><p><b>Tom Slater</b>: We want to invest in companies led by people who optimize for long-term results. It's more common in founders, but that's not to say you can't see it in professional CEOs.</p><p>Since 2016, Francis deSouza has served as CEO of Immena. The company has a large revenue base, is highly profitable and is growing in a predictable way. Last year, based on its forecast of the market direction in the next 5 to 10 years, Inmena bid $8 billion to acquire Grail, a pre-revenue developer of cancer blood tests. The stock market doesn't like this practice, but it's exactly what founders do.</p><p><b>Barron's: Which Private Enterprises Should Investors Watch?</b></p><p><b>Tom Slater</b>: Private companies like ByteDance and SpaceX have a market value of tens of billions of dollars. SpaceX is trying to reduce the cost of getting into space by several orders of magnitude, and it is creating a new market: commercial access to space. We are also an investor in Relativity Space, which is using 3D printing technology to build rockets.</p><p><b>Barron's: Recently, you have reduced your holdings in Amazon.com. Why?</b></p><p><b>Tom Slater</b>: We have been shareholders of Amazon for 16 years. Before last year, any reduction was for diversification within the fund. But Amazon is still a huge market for us, and it still faces some major opportunities. The grocery business is one of them, a massive category that is slowly going online.</p><p>On the other hand, Jeffrey Bezos's retirement from the CEO position is an important factor in our analysis of the company, coupled with the recent retirement of Jeff Wilk, who runs the consumer goods business (Bezos will become executive chairman on July 5). If you think Bezos's vision and drive are important for Amazon to get this far, even his partial exit is a reason to be more cautious.</p><p><b>Barron's: What other investments are you excited about?</b></p><p><b>Tom Slater</b>: Lemonade (LMND) started out as a company selling renters insurance, and this company is perfect for online sales-especially mobile sales. This company creates a great consumer experience. It allows clients to designate a charity to accept excess floats in their insurance pool, which creates an incentive to not overstate claims. Renters insurance is usually the first insurance product people will buy. If the experience is great, they will consider purchasing the same brand of pet, car or homeowners insurance. Lemonade is building a modern technology stack in an industry where large vendors still run in mainstream frameworks.</p><p>We recently invested in 10X Genomics (TXG) and Recursion Pharmaceuticals (RXRX). The common theme, once again, is that the efficiency of applying information technology far exceeds that of existing companies.</p><p>Affirm Holdings (AFRM) also fits into this theme. Point-of-sale loans have traditionally been a bad experience for consumers, with high interest rates and hefty penalties if you don't pay. By using new technology, Affirm has created a more consumer-oriented experience, driving more people to use the service. The runway for this pattern is very long.</p><p><b>Barron's: Under what circumstances will the lack of profits become an obstacle to investment?</b></p><p><b>Tom Slater</b>: Whether a company is currently profitable has little to do with how much value it creates. In the case of a software-as-a-service (SAAS) company, signing a new customer can cost a lot of money in the first year, but the revenue stream generated by this transaction can last for decades. As an investor, I want companies to sign as many clients as possible, which means they will lose a lot of money in the beginning. But if they can retain those customers, the value creation could be massive.</p><p><b>Barron's: Thank you, Tom.</b></p><p><b>Text | Barron's contributor Lauren R. Rublin</b></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>Berkey Investment: Meituan, Pinduoduo are the next Tesla-style enterprises</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\">\nBerkey Investment: Meituan, Pinduoduo are the next Tesla-style enterprises\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Barrons巴伦 </p>\n<p class=\"h-time smaller\">2021-06-23 19:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Baillie Gifford, an Edinburgh-based fund manager, has set a remarkable investment record by separating signal from noise over the past 110 years. The firm invests in publicly traded and privately held companies with long-term growth potential, regardless of macroeconomic variables and short-term market volatility.</p><p>The company's long-term investment vision and familiarity with new technologies make Tom Slater, its head of U.S. equity assets and portfolio manager of U.S. stocks and long-term global growth funds, a natural choice for Barron's recent Centennial Roundtable, whose members will be tasked with imagining the next 100 years.</p><p>As a continuation of the conversation, below is an edited interview where we focus on the companies that offer the most exciting investment opportunities. Slater is co-manager with Barron Roundtable member James Anderson, managing the roughly £ 18 bn ($25 bn) Baillie Gifford's Scottish Mortgage Investment Trust (SMT) and the $145 million Baillie Gifford U.S. Equity Growth fund (BGGSX) Co-manager of. Both companies have a five-star rating from Morningstar. In the 12 months ended March 31, Scottish Mortgage Investment Trust rose 99%; In the year ending June 15, U.S. With a total return of 73%, the Equity Growth fund ranks among the top in Morningstar's big growth stock category.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1e534c9728cc83586e06170e5574ff7\" tg-width=\"1080\" tg-height=\"720\"><span>Tom Slater, Photo: Photograph by Matt Marcus</span></p><p><b>Barron's: Growth stocks are facing challenges after a brilliant 2020. Are you worried about that?</b></p><p><b>Tom Slater</b>: We don't pay attention to short-term fluctuations in stock prices. We focus on interesting companies with long-term growth opportunities. Our average holding period is 5 to 10 years. Only in such a timeframe can fundamentals drive the stock price.</p><p>Many people try to focus on predicting economic variables. But they are inherently extremely difficult to predict, if not completely impossible. At the same time, there are many predictable trends in fields such as communications, computing, machine learning, energy generation and storage, gene sequencing, and synthetic biology. We focus on predictable trends and the opportunities they create.</p><p><b>Barron's: At our Centennial Roundtable, you observed that some technologies in biology, if not better than Moore's Law, at least follow a similar trajectory. How should investors profit from this?</b></p><p><b>Tom Slater</b>: The decline in the cost curve of gene sequencing is far greater than the decline in the cost of computing power under Moore's Law. Now, the cost reduction is expanding into related fields. Gene sequencing is generating large amounts of medical data, and the cost of processing and storing this data is rapidly falling, as is the cost of applying machine learning to this data.</p><p>One adjuvant therapy is our ability to start printing (copying) DNA or RNA. Moderna (MRNA) is printing RNA sequences. We are talking about programming biology, except that instead of encoding with 1s and zeros, we use Gs, Ts, As and Cs (guanine, thymine, adenine and cytosine-sequenced nucleic acid bases that make up the genome).</p><p>Moderna's ability to produce safe and effective vaccines based on messenger RNA should boost confidence in the company's ability to produce vaccines to meet other huge, unmet needs, such as for HIV/AIDS. Another synthetic biology company, Ginkgo Bioworks, will go public through a merger with a SPAC. It is writing strings of DNA code that can be used in biomanufacturing processes.</p><p><b>Barron's: Wouldn't Moderna's success attract competitors?</b></p><p><b>Tom Slater</b>: When a technology undergoes drastic changes, not just the evolution of an existing paradigm, it is often difficult for established companies to accept this change. More likely, this technology will empower new businesses and new business models. So far, this has been the case in the automotive industry with the development of electric vehicles or electric vehicles. Interestingly, pharmaceutical companies with large vaccine franchises have yet to develop an effective Novel Coronavirus vaccine.</p><p><b>Barron's: Speaking of electric vehicles, Baillie Gifford has cut her Tesla holdings from a peak position of more than 7% to less than 2%. Why is that?</b></p><p><b>Tom Slater</b>: We still have a large stake in Tesla. Part of this is because the sell-off reflects the strength of the company's stock price, as well as the company's operational success in driving the stock price higher. Part of the reason is that this sell-off is just considering the possibilities of looking up from here.</p><p><b>Barron's: Who is the next Tesla in electric vehicles and more broadly?</b></p><p><b>Tom Slater</b>: China is the largest auto market in the world, and I would be surprised if there were no domestic competitors in China to challenge Tesla.<b>We are investors in NIO (NIO), and NIO has the opportunity to be such a player.</b></p><p>What features make Tesla so interesting? With over 100 million cars sold each year, this is a huge market. They approached this in a unique way, with a founder and CEO bundling most of his wealth to the company. Tesla doggedly pursues a long-term vision and doesn't have to worry too much about what the stock market thinks. During our ownership, Tesla's stock price has fallen by more than 30% 10 times.</p><p>Moderna has platform-type technology with a wide enough application to be very interesting as well. Illumina (ILMN), which makes genome sequencing instruments, has a similar opportunity.<b>Chinese companies, such as Meituan (3690), which focuses on local services, and Pinduoduo (PDD) in the retail sector, are attractive, partly because of their ambitions, and they are gradually changing the entire supply chain of their industries.</b></p><p>In Western markets, delivering pre-processed foods began as an alternative to takeout, while in China, the scope is much larger because there is more culture of eating pre-processed foods. In China, kitchens in apartment buildings are getting smaller and smaller, and these apartment buildings are being designed for efficient food delivery service infrastructure. When you are building a reliable fast delivery infrastructure, related industries emerge as the times require.</p><p><b>ByteDance is also very charming</b>。 Its social media subsidiary TikTok has sparked controversy in the U.S., but ByteDance is 95% about China, how rapidly the company has grown in size in the domestic advertising market. In China, large enterprises led by founders are taking full advantage of the scale advantage of the domestic market.</p><p><b>Barron's: Do you prefer to invest in companies led by founders as CEOs?</b></p><p><b>Tom Slater</b>: We want to invest in companies led by people who optimize for long-term results. It's more common in founders, but that's not to say you can't see it in professional CEOs.</p><p>Since 2016, Francis deSouza has served as CEO of Immena. The company has a large revenue base, is highly profitable and is growing in a predictable way. Last year, based on its forecast of the market direction in the next 5 to 10 years, Inmena bid $8 billion to acquire Grail, a pre-revenue developer of cancer blood tests. The stock market doesn't like this practice, but it's exactly what founders do.</p><p><b>Barron's: Which Private Enterprises Should Investors Watch?</b></p><p><b>Tom Slater</b>: Private companies like ByteDance and SpaceX have a market value of tens of billions of dollars. SpaceX is trying to reduce the cost of getting into space by several orders of magnitude, and it is creating a new market: commercial access to space. We are also an investor in Relativity Space, which is using 3D printing technology to build rockets.</p><p><b>Barron's: Recently, you have reduced your holdings in Amazon.com. Why?</b></p><p><b>Tom Slater</b>: We have been shareholders of Amazon for 16 years. Before last year, any reduction was for diversification within the fund. But Amazon is still a huge market for us, and it still faces some major opportunities. The grocery business is one of them, a massive category that is slowly going online.</p><p>On the other hand, Jeffrey Bezos's retirement from the CEO position is an important factor in our analysis of the company, coupled with the recent retirement of Jeff Wilk, who runs the consumer goods business (Bezos will become executive chairman on July 5). If you think Bezos's vision and drive are important for Amazon to get this far, even his partial exit is a reason to be more cautious.</p><p><b>Barron's: What other investments are you excited about?</b></p><p><b>Tom Slater</b>: Lemonade (LMND) started out as a company selling renters insurance, and this company is perfect for online sales-especially mobile sales. This company creates a great consumer experience. It allows clients to designate a charity to accept excess floats in their insurance pool, which creates an incentive to not overstate claims. Renters insurance is usually the first insurance product people will buy. If the experience is great, they will consider purchasing the same brand of pet, car or homeowners insurance. Lemonade is building a modern technology stack in an industry where large vendors still run in mainstream frameworks.</p><p>We recently invested in 10X Genomics (TXG) and Recursion Pharmaceuticals (RXRX). The common theme, once again, is that the efficiency of applying information technology far exceeds that of existing companies.</p><p>Affirm Holdings (AFRM) also fits into this theme. Point-of-sale loans have traditionally been a bad experience for consumers, with high interest rates and hefty penalties if you don't pay. By using new technology, Affirm has created a more consumer-oriented experience, driving more people to use the service. The runway for this pattern is very long.</p><p><b>Barron's: Under what circumstances will the lack of profits become an obstacle to investment?</b></p><p><b>Tom Slater</b>: Whether a company is currently profitable has little to do with how much value it creates. In the case of a software-as-a-service (SAAS) company, signing a new customer can cost a lot of money in the first year, but the revenue stream generated by this transaction can last for decades. As an investor, I want companies to sign as many clients as possible, which means they will lose a lot of money in the beginning. But if they can retain those customers, the value creation could be massive.</p><p><b>Barron's: Thank you, Tom.</b></p><p><b>Text | Barron's contributor Lauren R. Rublin</b></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9b7f74a62c44767fb8f0a4bfbf0d91bc","relate_stocks":{"TSLA":"特斯拉","PDD":"拼多多","03690":"美团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163510991","content_text":"总部位于爱丁堡的基金管理者柏基投资(Baillie Gifford)在过去110多年里，通过将信号与噪音分离开来，创造了令人瞩目的投资记录。该公司投资于具有长期增长潜力的公开上市公司和私有企业，而不考虑宏观经济变量和短期市场波动。\n该公司的长期投资视野和对新技术的熟悉程度，使其美国权益资产主管、美股和长期全球增长基金的投资组合经理汤姆·斯莱特(Tom Slater)成为《巴伦周刊》最近举办的百年圆桌会议(Centennial Roundtable)的自然之选，该圆桌会议的成员将负责畅想未来100年。\n作为对话的延续，下文是经过编辑的采访，我们重点关注那些提供最令人兴奋的投资机会的公司。斯莱特与巴伦圆桌会议成员詹姆斯 · 安德森(James Anderson)共同担任联席经理，管理着约180亿英镑(合250亿美元)的 Baillie Gifford’s Scottish Mortgage Investment Trust (SMT) ，并担任1.45亿美元的 Baillie Gifford U.S. Equity Growth fund (BGGSX)的联席经理。这两家公司都获得了晨星的五星评级。在截至3月31日的12个月中，Scottish Mortgage Investment Trust上涨了99% ; 在截至6月15日的一年中，U.S. Equity Growth fund的总回报率为73% ，在晨星公司的大成长股类别中位居前列。\n汤姆·斯莱特(Tom Slater)，图：Photograph by Matt Marcus\n《巴伦周刊》：在经历了2020年的辉煌之后，成长型股票正面临挑战。你对此担心吗？\n汤姆 · 斯莱特：我们不关注股票价格的短期波动。我们专注于那些拥有长期发展机会的有趣公司。我们的平均持有期为5至10年。只有在这样的时间范围内，基本面才能推动股价。\n许多人试图专注于预测经济变量。但它们天生就是极难预测的，如果不是完全不可能的话。与此同时，在通信、计算、机器学习、能源生成和储存、基因测序和合成生物学等领域，有许多可以预测的趋势。我们关注可预测的趋势和它们创造的机会。\n《巴伦周刊》：在我们的百年圆桌会议上，你们观察到生物学领域的一些技术即使不比摩尔定律更好，至少也遵循类似的发展轨迹。投资者应该如何从中获利？\n汤姆 · 斯莱特：基因测序成本曲线的下降幅度，远远大于摩尔定律下计算能力成本下降的幅度。现在，成本下降正在向相关领域扩展。基因测序正在产生大量的医疗数据，处理和存储这些数据的成本正在迅速下降，将机器学习应用于这些数据的成本也在迅速下降。\n一个辅助疗法是我们开始打印（复制）DNA 或 RNA 的能力。莫德纳公司（Moderna，MRNA）正在打印 RNA 序列。我们讨论的是编程生物学，只不过不是用1和0编码，而是用 Gs、 Ts、 As 和 Cs （鸟嘌呤、胸腺嘧啶、腺嘌呤和胞嘧啶ー排序的核酸碱基组成基因组）。\n莫德纳公司基于信使 RNA 生产安全有效疫苗的能力，应该会增强人们对该公司生产疫苗能力的信心，以满足其他巨大的、未被满足的需求，比如针对艾滋病毒/艾滋病。另一家合成生物公司银杏生物工程(Ginkgo Bioworks)将通过与 SPAC合并上市。它正在编写可用于生物制造过程的一串串 DNA 代码。\n《巴伦周刊》：莫德纳的成功不会吸引竞争对手吗？\n汤姆 · 斯莱特：当一项技术经历了剧烈的变化，而不仅仅是现有范式的演变，既有的公司往往很难接受这种变化。更有可能的是，这项技术将会为新的业务和新的商业模式赋能。到目前为止，随着电动汽车或电动汽车的发展，汽车行业一直是这种情况。有趣的是，拥有大型疫苗特许经营权的制药公司还没有研制出有效的新冠病毒疫苗。\n《巴伦周刊》：说到电动汽车，Baillie Gifford已经将持有的特斯拉从7% 以上的峰值仓位削减到不到2%。这是为什么？\n汤姆 · 斯莱特：我们仍然持有大量特斯拉的股份。部分原因在于，这次抛售反映出该公司股价的强劲走势，以及该公司在推动股价上涨方面的运营成功。另一部分原因，这次抛售只是在通盘考虑从这里往上看的各种可能性。\n《巴伦周刊》：在电动汽车和更广泛的领域，谁是下一个特斯拉？\n汤姆 · 斯莱特：中国是世界上最大的汽车市场，如果没有中国国内的竞争者来挑战特斯拉，我会感到惊讶。我们是蔚来（ NIO）的投资者，而蔚来有机会成为这样的参与者。\n是什么样的特性让特斯拉如此有趣？每年销售的汽车超过1亿辆，这是一个巨大的市场。他们以一种独特的方式来处理这个问题，一位创始人兼首席执行官将自己的大部分财富与公司捆绑在一起。特斯拉顽强地追求一个长期愿景，不必过分担心股市的想法。在我们持股期间，特斯拉有10次股价下跌幅度超过30% 。\n莫德纳拥有应用程序足够广泛的平台型技术，因此也非常有趣。制造基因组测序仪器的因美纳公司（Illumina，ILMN）也有类似的机会。中国的公司，比如专注于本地服务的美团（3690），以及零售领域的拼多多（PDD），都很吸引人，部分原因在于它们的雄心壮志，它们正在逐渐改变本行业的整个供应链。\n在西方市场，配送预加工食品最初是作为外卖的替代品，而在中国，这一范围要大得多，因为这里有更多吃预加工食品的文化。在中国，公寓楼里的厨房设计得越来越小，同时这些公寓楼正在高效的食品配送服务基础设施而设计。当你在建设可靠的快速交付基础设施时，相关产业就应运而生。\n字节跳动也非常迷人。它的社交媒体子公司TikTok在美国引发了争议，但字节跳动95% 是关于中国的，这家公司在国内广告市场上的规模成长多么迅速。在中国，由创始人领导的大型企业正在充分利用国内市场的规模优势。\n《巴伦周刊》：你们更喜欢投资由创始人担任CEO领导的公司吗？\n汤姆 · 斯莱特：我们希望投资那些为长期结果而优化的人领导的公司。这在创始人身上更为常见，但这并不是说你不能在职业CEO身上看到。\n自2016年以来，弗朗西斯·德·苏萨（Francis deSouza ）一直担任因美纳公司的首席执行官。该公司有一个庞大的收入基础，利润丰厚，并以可预见的方式增长。去年，基于它对未来5到10年市场走向的预测，因美纳公司出价80亿美元收购了 Grail 公司，这是一家癌症血液检测的预收入开发商。股市并不喜欢这种做法，但这正是创始人该做的事情。\n《巴伦周刊》：投资者应该关注哪些私有企业？\n汤姆 · 斯莱特：像字节跳动和SpaceX这样的私有企业市值高达数百亿美元。SpaceX试图降低进入太空的成本达到几个数量级级别，并且它正在创造一个新的市场: 进入太空的商业途径。我们也是Relativity Space公司的投资者，该公司正在使用3D打印技术制造火箭。\n《巴伦周刊》：最近，你们减少了在亚马逊网站上的持股，为什么？\n汤姆 · 斯莱特：我们作为亚马逊的股东已经有16年了。在去年之前，任何减持都是为了基金内部的多样化。但是亚马逊对我们来说仍然是一个巨大的市场，它仍然面临着一些重大机遇。杂货业务就是其中之一，它是一个正在缓慢线上化的庞大类别。\n另一方面，杰弗里 · 贝佐斯从 CEO 的位置上退下来是我们分析公司的一个重要因素，再加上最近经营消费品业务的杰夫 · 威尔克的退休(贝佐斯将于7月5日成为执行主席)。如果你认为贝佐斯的远见和动力对于亚马逊走到这一步很重要，那么哪怕是他部分的退出，也是更加谨慎的理由。\n《巴伦周刊》：还有什么其他的投资让你兴奋？\n汤姆 · 斯莱特：Lemonade（LMND）最初是一家出售租房保险的公司，这家公司非常适合在线销售——尤其是手机销售。这家公司创造了很棒的消费体验。它允许客户指定一个慈善机构来接受他们保险池中的超额浮动，这就产生了不夸大索赔要求的激励。租房保险通常是人们会购买的第一种保险产品。如果体验很棒，他们会考虑购买同一品牌的宠物、汽车或者房主保险。Lemonade 正在一个大型厂商仍然在主流框架中运行的行业中建立一个现代技术堆栈。\n我们最近投资了10X 基因组公司（10X Genomics，TXG）和递归制药公司（Recursion Pharmaceuticals，RXRX）。共同的主题，再一次是应用信息技术的效率远远超过现有公司。\nAffirm Holdings（AFRM）也符合这一主题。传统上，销售点贷款对于消费者来说是一种糟糕的体验，利率很高，如果你不付款就会受到高额罚款。通过使用新技术，Affirm 创造了一个更加面向消费者的体验，推动了更多人使用该服务。这个模式的跑道很长。\n《巴伦周刊》：在什么情况下，缺少利润将成为投资的阻碍？\n汤姆 · 斯莱特：一家公司目前是否盈利与创造了多少价值几乎没有关系。以软件即服务（SAAS）公司为例，签下一个新客户在第一年可能要花很多钱，但这笔交易所产生的收入流可能会持续数十年。作为一个投资者，我希望公司签下尽可能多的客户，这意味着他们将在一开始损失很多钱。但是，如果他们能够留住这些客户，价值创造可能是海量的。\n《巴伦周刊》：谢谢你，汤姆。\n文｜《巴伦周刊》撰稿人劳伦·R·鲁布林（Lauren R. Rublin）","news_type":1,"symbols_score_info":{"PDD":0.9,"TSLA":0.9,"03690":0.9}},"isVote":1,"tweetType":1,"viewCount":2147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121802645,"gmtCreate":1624457821087,"gmtModify":1703837365593,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"⋯","listText":"⋯","text":"⋯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121802645","repostId":"1152199095","repostType":4,"repost":{"id":"1152199095","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":1624448804,"share":"https://ttm.financial/m/news/1152199095?lang=en_US&edition=fundamental","pubTime":"2021-06-23 19:46","market":"us","language":"zh","title":"Investment giants who have tapped Amazon and Tesla: The biggest opportunity is in China","url":"https://stock-news.laohu8.com/highlight/detail?id=1152199095","media":"华尔街见闻","summary":"当你和中国一些创始人交流的时候，不得不将某些质疑暂时搁置一旁。","content":"<p>Far from the world's financial centre, on the British Peninsula, sits a 110-year-old hardcore investment fund that was unearthed 17 years ago<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, fell in love 8 years ago<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It is now looking to China amid global economic turmoil.</p><p>According to the Financial Times, Baillie Gifford (BG) believes<b>China is the most compelling source of opportunity to cope with the drastic changes and technological disruption that may take place in the global market in the next two decades.</b></p><p>Tom Slater, a fund manager of the company, said about investments in China:</p><p>I find that when you communicate with some founders in China, you have to put some doubts aside for the time being. He recalled that when he met Wang Xing, the founder of Meituan, in San Francisco in 2015, he felt that the goal of delivering tens of millions of takeaways every day was \"completely impossible\", but the investment<a href=\"https://laohu8.com/S/00700\">Tencent</a>The experience reminded him that \"in China, it is not impossible\". So that year, BG invested in Meituan for the first time, and now it turns out that Meituan has indeed achieved its daily order target.</p><p>As for the rest of Chinese concept stocks,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Wait are all BG's \"things in the bag\".</p><p>It is worth mentioning that BG Xiangzhong Meituan was listed as early as 3 years ago, and since its IPO in 2018, Meituan's stock price has risen by 319%.</p><p>A similar situation arises in the case of ByteDance and<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>The investment of the two has become the potential pinnacle of the BG venture capital field before the IPO. BG entered the venture capital space about a decade ago, with its product, the Scottish Mortgage Trust, now accounting for a fifth of its total assets.</p><p>BG is a British institution established in 1908, which is truly a \"century-old store\" in the asset management industry. In the past 20 years, excellent performance has driven its asset management scale to increase 15 times, from 22 billion pounds at the end of 2000 to 326 billion pounds at the end of 2020, including multi-asset investment portfolios such as equity and fixed income. This figure has been achieved through steady growth, not through mergers or acquisitions.</p><p><img src=\"https://static.tigerbbs.com/61fa17d310a39809fb9698ff9f67f1f7\" tg-width=\"640\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p>In addition to the Chinese market, some of BG's famous success examples include Tesla, Amazon,<a href=\"https://laohu8.com/S/ILMN\">Illumina</a>And Moderna, etc.</p><p>It spent $89 million to build a 2.3 million Tesla position in early 2013, with an average ownership cost of only $38.7; He continued to buy in the next three years, holding about 14 million shares in 2017, and has since been firmly the second shareholder of Tesla. Last year, Tesla's continuous surge caused huge waves in the North American hedge fund industry. Many large and medium-sized funds closed due to shorting Tesla, and BG's floating profit exceeded US $20 billion (equivalent to more than 140 billion yuan).</p><p>Since it first invested in Tesla in 2013, Tesla shares have risen nearly 9,000%. In addition, since the first investment in Amazon in 2004, Amazon's stock price has risen by more than 6,500%; BG held Moderna's stock before its public listing, and its stock price has risen by more than 1,000% in the year since its IPO.</p><p>Over the years, BG has been known for long-term investing. At the entrance of BG's headquarters, it is written its intuitive and easy-to-understand investment philosophy-\"Real investors don't just focus on a few quarters, they will look at decades (Actual investors think in decades. Not quarters.)\".</p><p>In Baillie Gifford's view, \"long-term investment in a very few high-quality companies that are the most competitive, innovative and growth efficient, and achieve excess returns\" is real investment (actual investing).</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>Investment giants who have tapped Amazon and Tesla: The biggest opportunity is in China</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\">\nInvestment giants who have tapped Amazon and Tesla: The biggest opportunity is in China\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\">2021-06-23 19:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Far from the world's financial centre, on the British Peninsula, sits a 110-year-old hardcore investment fund that was unearthed 17 years ago<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, fell in love 8 years ago<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It is now looking to China amid global economic turmoil.</p><p>According to the Financial Times, Baillie Gifford (BG) believes<b>China is the most compelling source of opportunity to cope with the drastic changes and technological disruption that may take place in the global market in the next two decades.</b></p><p>Tom Slater, a fund manager of the company, said about investments in China:</p><p>I find that when you communicate with some founders in China, you have to put some doubts aside for the time being. He recalled that when he met Wang Xing, the founder of Meituan, in San Francisco in 2015, he felt that the goal of delivering tens of millions of takeaways every day was \"completely impossible\", but the investment<a href=\"https://laohu8.com/S/00700\">Tencent</a>The experience reminded him that \"in China, it is not impossible\". So that year, BG invested in Meituan for the first time, and now it turns out that Meituan has indeed achieved its daily order target.</p><p>As for the rest of Chinese concept stocks,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Wait are all BG's \"things in the bag\".</p><p>It is worth mentioning that BG Xiangzhong Meituan was listed as early as 3 years ago, and since its IPO in 2018, Meituan's stock price has risen by 319%.</p><p>A similar situation arises in the case of ByteDance and<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>The investment of the two has become the potential pinnacle of the BG venture capital field before the IPO. BG entered the venture capital space about a decade ago, with its product, the Scottish Mortgage Trust, now accounting for a fifth of its total assets.</p><p>BG is a British institution established in 1908, which is truly a \"century-old store\" in the asset management industry. In the past 20 years, excellent performance has driven its asset management scale to increase 15 times, from 22 billion pounds at the end of 2000 to 326 billion pounds at the end of 2020, including multi-asset investment portfolios such as equity and fixed income. This figure has been achieved through steady growth, not through mergers or acquisitions.</p><p><img src=\"https://static.tigerbbs.com/61fa17d310a39809fb9698ff9f67f1f7\" tg-width=\"640\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p>In addition to the Chinese market, some of BG's famous success examples include Tesla, Amazon,<a href=\"https://laohu8.com/S/ILMN\">Illumina</a>And Moderna, etc.</p><p>It spent $89 million to build a 2.3 million Tesla position in early 2013, with an average ownership cost of only $38.7; He continued to buy in the next three years, holding about 14 million shares in 2017, and has since been firmly the second shareholder of Tesla. Last year, Tesla's continuous surge caused huge waves in the North American hedge fund industry. Many large and medium-sized funds closed due to shorting Tesla, and BG's floating profit exceeded US $20 billion (equivalent to more than 140 billion yuan).</p><p>Since it first invested in Tesla in 2013, Tesla shares have risen nearly 9,000%. In addition, since the first investment in Amazon in 2004, Amazon's stock price has risen by more than 6,500%; BG held Moderna's stock before its public listing, and its stock price has risen by more than 1,000% in the year since its IPO.</p><p>Over the years, BG has been known for long-term investing. At the entrance of BG's headquarters, it is written its intuitive and easy-to-understand investment philosophy-\"Real investors don't just focus on a few quarters, they will look at decades (Actual investors think in decades. Not quarters.)\".</p><p>In Baillie Gifford's view, \"long-term investment in a very few high-quality companies that are the most competitive, innovative and growth efficient, and achieve excess returns\" is real investment (actual investing).</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e3784f27cbe847751b5f227c1d2030e7","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152199095","content_text":"远离世界金融中心的英伦半岛，坐落着一家110年历史的骨灰级投资基金，17年前它就发掘了亚马逊，8年前便相中了特斯拉，全球经济动荡之际，它如今将目光投向了中国。\n据英国金融时报，Baillie Gifford（BG）认为中国是最引人注目的机会来源，以应对未来二十年，全球市场可能发生的剧烈变化和技术颠覆。\n该公司一名基金经理Tom Slater谈及在中国的投资时称：\n\n 我发现，当你和中国一些创始人交流的时候，不得不将某些质疑暂时搁置一旁。\n\n他回忆说，2015年他在旧金山遇到美团创始人王兴时，觉得每天配送几千万顿外卖的目标“完全是不可能的事”，但投资腾讯的经历又提醒他，“在中国，并非不可能”。于是就在那一年，BG首次投资了美团，如今事实证明，美团确实达成了其每日订单目标。\n其余中概股方面，蔚来、百度、好未来、拼多多等都是BG的“囊中之物”。\n值得一提的是，BG相中美团早在其公开上市3年前，而自2018年IPO以来，美团股价已经上涨了319%。\n类似的情况出现在对字节跳动和阿里巴巴的投资，两者IPO前就已成为BG风投领域潜在的巅峰之作。BG约10年前进入风投领域，以其旗下产品苏格兰抵押贷款信托(Scottish Mortgage Trust)为例，风险投资目前已占其总资产的五分之一。\nBG是一家1908年成立的英国机构，真正资管界的“百年老店”。过去20年里，优秀业绩推动其资管规模增长了15倍，从2000年底的220亿英镑增加到2020年底的3260亿英镑，其中包括权益类、固定收益等多元资产投资组合。这一数字是通过稳定增长，而不是通过合并或收购实现的。\n\n除中国市场外，BG一些著名的成功例子包括特斯拉、亚马逊、Illumina和Moderna等。\n它在2013年初耗资8900万美元建立了230万股的特斯拉头寸，平均持股成本仅38.7美元；随后三年继续买入，2017年持有约1400万股，从此稳居特斯拉二股东席位。去年，特斯拉的连续暴涨在北美对冲基金业掀起巨浪，不少大中型基金因做空特斯拉而关门，BG则浮盈超200亿美元（折合1400亿人民币以上）。\n自其2013年首次投资特斯拉以来，特斯拉股价上涨近9000%。此外，自2004年首次投资亚马逊以来，亚马逊股价涨超6500%；Moderna公开上市前BG便持有其股票，该股IPO以来一年，股价已上涨逾1000%。\n多年来，BG以长期投资著称。在BG公司总部的入口处，写着这家其直观易懂的投资理念——“真正的投资者不会只关注几个季度，他们会放眼数十年（Actual investors think in decades. Not quarters.）”。\n在Baillie Gifford看来，“长期投资于最具竞争力、创新性和成长效率的极少数优质企业，并取得超额回报”，这才是真正的投资（actual investing）。","news_type":1,"symbols_score_info":{"03086":0.9,"09086":0.9}},"isVote":1,"tweetType":1,"viewCount":1855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121806324,"gmtCreate":1624457804168,"gmtModify":1703837363971,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"…","listText":"…","text":"…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121806324","repostId":"1146565871","repostType":4,"repost":{"id":"1146565871","kind":"news","pubTimestamp":1624455991,"share":"https://ttm.financial/m/news/1146565871?lang=en_US&edition=fundamental","pubTime":"2021-06-23 21:46","market":"us","language":"zh","title":"U.S. Markit manufacturing PMI hit record in June, services PMI fell short of expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1146565871","media":"华尔街见闻","summary":"美国6月Markit制造业PMI初值62.6，高于预期的61.5以及前值62.1。","content":"<p>Financial data provider IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>On Wednesday, the U.S. manufacturing and service PMI data for June were released. Among them, the initial value of manufacturing PMI was higher than expected, hitting a new high since records began in 2007. The initial value of service PMI released in the same period was lower than expected and declined, but it was still at an all-time high.</p><p>According to data, the initial value of the U.S. Markit manufacturing PMI in June was 62.6, higher than the expected 61.5 and the previous value of 62.1, setting the highest level since records began in 2007.</p><p><img src=\"https://static.tigerbbs.com/2ef76bb72997ac135dfb8e759ab6d349\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>The Markit U.S. services PMI index released in the same period recorded 64.8 at the beginning of June, which was lower than the expected 70 and the pre-May value of 70.4, but it was still at a high level.</p><p><img src=\"https://static.tigerbbs.com/6c905d7c20d8a9a5d235949b994e86ac\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p><p>Under the influence of service industry data, the Markit U.S. Composite PMI recorded 63.9 at the beginning of June, a significant decrease from 68.7 in May.</p><p><img src=\"https://static.tigerbbs.com/1a3fe8e2812d33165ecf56ccc7bb4f43\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>Regarding the economic situation this month, IHS Markit pointed out in the data report that employment problems were still common in June, because some experts said that it is still difficult to find experienced candidates for existing job vacancies. In addition, price pressures remained elevated in June. The rate of increase in input prices has slowed slightly, but is still the second fastest in history. The manufacturing industry is still focused on the rapid increase of raw material and fuel costs, while the service industry is focused on high wages to attract workers, as well as higher transportation and fuel costs.</p><p>Chris Williamson, chief business economist at IHS Markit, said after the data was released that the preliminary PMI value in June showed that the U.S. economy achieved impressive growth that month. Although output growth and new order inflows in manufacturing and service industries have declined, the reason for this situation is that capacity constraints have limited the ability of enterprises to respond to demand, rather than the cooling of the economy.</p><p>However, he also said that although the price level has declined from the historical high in May, the economy is still very hot. Prices of goods and services are still soaring, record supply shortages are worsening rather than improving, companies are struggling to fill the gaps, and manufacturing inventories are being depleted at a worrying rate as companies struggle to meet market demand.</p><p>In addition, Chris Williamson also pointed out that although the economic growth rate in the second quarter may hit its peak, the subsequent inflation peak may be much higher than this.</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Markit manufacturing PMI hit record in June, services PMI fell short of expectations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Markit manufacturing PMI hit record in June, services PMI fell short of expectations\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-23 21:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Financial data provider IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>On Wednesday, the U.S. manufacturing and service PMI data for June were released. Among them, the initial value of manufacturing PMI was higher than expected, hitting a new high since records began in 2007. The initial value of service PMI released in the same period was lower than expected and declined, but it was still at an all-time high.</p><p>According to data, the initial value of the U.S. Markit manufacturing PMI in June was 62.6, higher than the expected 61.5 and the previous value of 62.1, setting the highest level since records began in 2007.</p><p><img src=\"https://static.tigerbbs.com/2ef76bb72997ac135dfb8e759ab6d349\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>The Markit U.S. services PMI index released in the same period recorded 64.8 at the beginning of June, which was lower than the expected 70 and the pre-May value of 70.4, but it was still at a high level.</p><p><img src=\"https://static.tigerbbs.com/6c905d7c20d8a9a5d235949b994e86ac\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p><p>Under the influence of service industry data, the Markit U.S. Composite PMI recorded 63.9 at the beginning of June, a significant decrease from 68.7 in May.</p><p><img src=\"https://static.tigerbbs.com/1a3fe8e2812d33165ecf56ccc7bb4f43\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>Regarding the economic situation this month, IHS Markit pointed out in the data report that employment problems were still common in June, because some experts said that it is still difficult to find experienced candidates for existing job vacancies. In addition, price pressures remained elevated in June. The rate of increase in input prices has slowed slightly, but is still the second fastest in history. The manufacturing industry is still focused on the rapid increase of raw material and fuel costs, while the service industry is focused on high wages to attract workers, as well as higher transportation and fuel costs.</p><p>Chris Williamson, chief business economist at IHS Markit, said after the data was released that the preliminary PMI value in June showed that the U.S. economy achieved impressive growth that month. Although output growth and new order inflows in manufacturing and service industries have declined, the reason for this situation is that capacity constraints have limited the ability of enterprises to respond to demand, rather than the cooling of the economy.</p><p>However, he also said that although the price level has declined from the historical high in May, the economy is still very hot. Prices of goods and services are still soaring, record supply shortages are worsening rather than improving, companies are struggling to fill the gaps, and manufacturing inventories are being depleted at a worrying rate as companies struggle to meet market demand.</p><p>In addition, Chris Williamson also pointed out that although the economic growth rate in the second quarter may hit its peak, the subsequent inflation peak may be much higher than this.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633694\">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/135fb5b6f21d9ee05edcb64a0736f62f","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3633694","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1146565871","content_text":"金融数据供应商IHS Markit周三公布了美国6月的制造业和服务业PMI数据，其中制造业PMI初值高于预期，创2007年有纪录以来新高，同期公布的服务业PMI初值不及预期，有所下滑，但仍处于历史高位。\n根据数据，美国6月Markit制造业PMI初值62.6，高于预期的61.5以及前值62.1，创下2007年有纪录以来的最高水平。\n\n同期公布的Markit美国服务业PMI指数6月初值录得64.8，不及预期的70和5月前值70.4，不过仍处于较高水平。\n\n在服务业数据的影响之下，Markit美国综合PMI的6月初值录得63.9，较5月的68.7明显下降。\n\n对于本月的经济状况，IHS Markit在数据报告当中指出，就业问题在6月仍然很普遍，因为有专家表示，目前仍难以为现有职位空缺寻找有经验的应聘者。此外，6月份的价格压力仍然维持高位。投入品价格上涨速度略有放缓，但仍是历史上第二快。制造业的关注点仍在于原材料和燃料成本的快速增长，而服务业的关注点则是为吸引工人而提出的的高工资，以及更高的运输费用和燃料成本。\nIHS Markit的首席商业经济学家Chris Williamson在数据公布之后表示，6月的PMI初值表明，美国经济当月取得了令人印象深刻的增长。虽然制造业和服务业的产出增长和新订单流入都出现了回落，但出现这种状况的原因是产能受限使得企业应对需求的能力受到限制，而非经济出现降温。\n不过他也表示，虽然价格水平从5月的历史高位出现下滑，但经济目前仍然非常热。商品和服务的价格仍在急升，创纪录的供应短缺正在恶化而非出现改善，企业正在努力填补空缺，而制造业库存的消耗速度也令人担忧，因为企业正在努力满足市场需求。\n此外Chris Williamson还指出，虽然二季度的经济增速或将触及峰值，但后续的通胀峰值则可能远高于此。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121808653,"gmtCreate":1624457792872,"gmtModify":1703837362998,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"：","listText":"：","text":"：","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121808653","repostId":"2145929670","repostType":4,"repost":{"id":"2145929670","kind":"highlight","pubTimestamp":1624452183,"share":"https://ttm.financial/m/news/2145929670?lang=en_US&edition=fundamental","pubTime":"2021-06-23 20:43","market":"us","language":"zh","title":"Tesla's Q2 delivery volume is expected to hit a new high, is the buying point arrived?","url":"https://stock-news.laohu8.com/highlight/detail?id=2145929670","media":"金十数据","summary":"市场普遍预期Q2交付量将再创新高，如何把握时机提早布局？","content":"<p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Musk sent an internal email to employees on the 18th local time. The email did not disclose the actual production and delivery targets for the second quarter, but only made encouragement and requests:</p><p>\"Overall, we are executing well, but the next 12 days are very important for production and deliveries this quarter. Please give your all!\" Musk did not disclose the number of deliveries completed so far and the Q2 target in the letter, but<b>Analysts expect the number of deliveries this quarter to reach 198,000-200,000, setting a new high for quarterly deliveries.</b></p><p>Judging from the wording of the email, Musk seems to believe that the delivery target for the second quarter is achievable, but in order to achieve this goal, the team needs to make a very fierce sprint at the end of the quarter.</p><p>With less than two weeks left in the second quarter, there's a good chance that Tesla will do what it can to deliver as many vehicles as possible by the end of the month, given the trend of launching a massive push at the end of the quarter.</p><p><b>Q1 Delivery Data Review</b></p><p>In the first quarter of this year, Tesla delivered 184,800 electric vehicles and produced 180,338 vehicles, both hitting record highs. According to delivery data, all electric vehicles produced by Tesla in the first quarter were Model 3 and Model Y models, and production of the more expensive Model S and Model X models was zero.</p><p>At the same time, the 2020 Model S and Model X delivered in the first quarter all came from previous production inventories, and their deliveries only accounted for 1% of the total deliveries in the quarter. The figure below shows the delivery volume of Tesla Model S/X/3/Y as of the first quarter of 2021:</p><p><img src=\"https://static.tigerbbs.com/f922029c3a0ba8d1f3227eb32e8c8bee\" tg-width=\"960\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p><b>Q2 Delivery Forecast</b></p><p>For Tesla, the rapid growth in sales is very important because traditional auto leaders have awakened and are boosting plug-in car sales for most brands. The new factory in Texas is a key factor in further growth, as the start-up of the factory in Germany appears to be \"challenging.\"</p><p>Tesla loyal fan Troy Teslike estimates that,<b>In the second quarter, 198,000 deliveries are possible (he previously expected 192,000 vehicles)</b>, which would support the 200,000-vehicle argument-another symbolic milestone. Troy Teslike also predicts that Tesla will deliver 838,000 vehicles throughout 2021. The picture below is his prediction data:</p><p><img src=\"https://static.tigerbbs.com/a6540ca353b7336cb0291d9c95645713\" tg-width=\"566\" tg-height=\"766\" referrerpolicy=\"no-referrer\"></p><p>Front<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>CIO Gary Black said that with U.S./China Model Y deliveries (expected) reaching new highs in the second quarter, and Chinese and U.S.-made Model 3 exports to the EU setting records every quarter,<b>Tesla's second-quarter deliveries may reach 210,000-215,000 vehicles (market expectations are 205,000 vehicles)</b>After the second quarter, the market's expectation for Tesla's fiscal 2021 delivery volume may be close to 900,000 vehicles (the current forecast is 866,000 vehicles).</p><p>Tesla short GLJ Research analyst Gordon Johnson lowered his expectations for Tesla's (TSLA.O) second-quarter deliveries while raising his expectations for full-year fiscal 2021 deliveries.<b>The second quarter delivery forecast was lowered from 196,000 to 194,000, while the full-year 2021 delivery forecast was raised from 783,900 to 799,700</b>。 We made this adjustment because we think sales in China will be around 30,000 in June, Johnson said.</p><p>The Motley Fool reports that Tesla may need to more than double its second-quarter deliveries year-over-year to meet the company's updated guidance in the first quarter of more than 50% increase in full-year deliveries from 2020 levels. But this should not be too difficult. If the delivery volume of the first quarter is maintained in the second quarter, it can also achieve a year-on-year growth rate of 104%.</p><p><b>However, supply shortages remain a potential challenge, especially in semiconductor, logistics and shipping port capacity constraints</b>。 Given the optimistic signals released by Tesla's management, deliveries in the second quarter are expected to increase compared with the first quarter.</p><p><b>Model S Make efforts to deliver</b></p><p>Previously, on June 10, Tesla held a delivery ceremony for the Model S Plaid version at the test drive factory next to the Fremont Gigafactory. At the event, Tesla CEO Musk announced that the company will deliver 25 Model S Plaid vehicles that night. In addition, Musk also added that hundreds of Model S Plaid vehicles will be delivered every week soon, and thousands of Model S Plaid vehicles will be delivered every week next quarter.</p><p>Days after Tesla officially delivered the first batch of Model S Plaid, drones patrolling the Fremont factory showed that the company is now mass-producing the car. In addition, judging from the videos and photos shared by netizens on social media, some Model S Plaid are in transit. Coupled with the growing Model S fleet in the Fremont factory, Tesla seems to want to ensure that this newly released The car can be delivered to customers before the end of the quarter.</p><p><img src=\"https://static.tigerbbs.com/20cb3d4a2cc9c0f4e1e2181891cab618\" tg-width=\"554\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>Recently, according to foreign media reports, as the second quarter of 2021 draws to an end, the delivery speed of Tesla Model S has accelerated. Foreign media predict that Tesla's production and delivery in the second quarter will be particularly tight. Due to the delay in the release of new models, there is a large backlog of delivery orders for Model S. In addition, shipments of more than 10,000 vehicles were put on hold in May, which also delayed the delivery of many orders until Tesla launched its new computer vision system.</p><p><b>Historical stock price trends on the day Tesla announced quarterly delivery data and the previous five days</b></p><p>From Q1 2020 to Q1 this year, Tesla's delivery volume exceeded market consensus expectations for five consecutive quarters, and the stock price rose by more than 3% on the day of the announcement four times, as shown in the chart below. As the second quarter draws to an end, investors may be able to find patterns from previous market charts, seize the opportunity, and make arrangements in advance!</p><p><img src=\"https://static.tigerbbs.com/bedab4feccd75ca5c4d48fd2872c022c\" tg-width=\"1242\" tg-height=\"3620\" referrerpolicy=\"no-referrer\"></p>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Q2 delivery volume is expected to hit a new high, is the buying point arrived?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Q2 delivery volume is expected to hit a new high, is the buying point arrived?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2021-06-23 20:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Musk sent an internal email to employees on the 18th local time. The email did not disclose the actual production and delivery targets for the second quarter, but only made encouragement and requests:</p><p>\"Overall, we are executing well, but the next 12 days are very important for production and deliveries this quarter. Please give your all!\" Musk did not disclose the number of deliveries completed so far and the Q2 target in the letter, but<b>Analysts expect the number of deliveries this quarter to reach 198,000-200,000, setting a new high for quarterly deliveries.</b></p><p>Judging from the wording of the email, Musk seems to believe that the delivery target for the second quarter is achievable, but in order to achieve this goal, the team needs to make a very fierce sprint at the end of the quarter.</p><p>With less than two weeks left in the second quarter, there's a good chance that Tesla will do what it can to deliver as many vehicles as possible by the end of the month, given the trend of launching a massive push at the end of the quarter.</p><p><b>Q1 Delivery Data Review</b></p><p>In the first quarter of this year, Tesla delivered 184,800 electric vehicles and produced 180,338 vehicles, both hitting record highs. According to delivery data, all electric vehicles produced by Tesla in the first quarter were Model 3 and Model Y models, and production of the more expensive Model S and Model X models was zero.</p><p>At the same time, the 2020 Model S and Model X delivered in the first quarter all came from previous production inventories, and their deliveries only accounted for 1% of the total deliveries in the quarter. The figure below shows the delivery volume of Tesla Model S/X/3/Y as of the first quarter of 2021:</p><p><img src=\"https://static.tigerbbs.com/f922029c3a0ba8d1f3227eb32e8c8bee\" tg-width=\"960\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p><b>Q2 Delivery Forecast</b></p><p>For Tesla, the rapid growth in sales is very important because traditional auto leaders have awakened and are boosting plug-in car sales for most brands. The new factory in Texas is a key factor in further growth, as the start-up of the factory in Germany appears to be \"challenging.\"</p><p>Tesla loyal fan Troy Teslike estimates that,<b>In the second quarter, 198,000 deliveries are possible (he previously expected 192,000 vehicles)</b>, which would support the 200,000-vehicle argument-another symbolic milestone. Troy Teslike also predicts that Tesla will deliver 838,000 vehicles throughout 2021. The picture below is his prediction data:</p><p><img src=\"https://static.tigerbbs.com/a6540ca353b7336cb0291d9c95645713\" tg-width=\"566\" tg-height=\"766\" referrerpolicy=\"no-referrer\"></p><p>Front<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>CIO Gary Black said that with U.S./China Model Y deliveries (expected) reaching new highs in the second quarter, and Chinese and U.S.-made Model 3 exports to the EU setting records every quarter,<b>Tesla's second-quarter deliveries may reach 210,000-215,000 vehicles (market expectations are 205,000 vehicles)</b>After the second quarter, the market's expectation for Tesla's fiscal 2021 delivery volume may be close to 900,000 vehicles (the current forecast is 866,000 vehicles).</p><p>Tesla short GLJ Research analyst Gordon Johnson lowered his expectations for Tesla's (TSLA.O) second-quarter deliveries while raising his expectations for full-year fiscal 2021 deliveries.<b>The second quarter delivery forecast was lowered from 196,000 to 194,000, while the full-year 2021 delivery forecast was raised from 783,900 to 799,700</b>。 We made this adjustment because we think sales in China will be around 30,000 in June, Johnson said.</p><p>The Motley Fool reports that Tesla may need to more than double its second-quarter deliveries year-over-year to meet the company's updated guidance in the first quarter of more than 50% increase in full-year deliveries from 2020 levels. But this should not be too difficult. If the delivery volume of the first quarter is maintained in the second quarter, it can also achieve a year-on-year growth rate of 104%.</p><p><b>However, supply shortages remain a potential challenge, especially in semiconductor, logistics and shipping port capacity constraints</b>。 Given the optimistic signals released by Tesla's management, deliveries in the second quarter are expected to increase compared with the first quarter.</p><p><b>Model S Make efforts to deliver</b></p><p>Previously, on June 10, Tesla held a delivery ceremony for the Model S Plaid version at the test drive factory next to the Fremont Gigafactory. At the event, Tesla CEO Musk announced that the company will deliver 25 Model S Plaid vehicles that night. In addition, Musk also added that hundreds of Model S Plaid vehicles will be delivered every week soon, and thousands of Model S Plaid vehicles will be delivered every week next quarter.</p><p>Days after Tesla officially delivered the first batch of Model S Plaid, drones patrolling the Fremont factory showed that the company is now mass-producing the car. In addition, judging from the videos and photos shared by netizens on social media, some Model S Plaid are in transit. Coupled with the growing Model S fleet in the Fremont factory, Tesla seems to want to ensure that this newly released The car can be delivered to customers before the end of the quarter.</p><p><img src=\"https://static.tigerbbs.com/20cb3d4a2cc9c0f4e1e2181891cab618\" tg-width=\"554\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>Recently, according to foreign media reports, as the second quarter of 2021 draws to an end, the delivery speed of Tesla Model S has accelerated. Foreign media predict that Tesla's production and delivery in the second quarter will be particularly tight. Due to the delay in the release of new models, there is a large backlog of delivery orders for Model S. In addition, shipments of more than 10,000 vehicles were put on hold in May, which also delayed the delivery of many orders until Tesla launched its new computer vision system.</p><p><b>Historical stock price trends on the day Tesla announced quarterly delivery data and the previous five days</b></p><p>From Q1 2020 to Q1 this year, Tesla's delivery volume exceeded market consensus expectations for five consecutive quarters, and the stock price rose by more than 3% on the day of the announcement four times, as shown in the chart below. As the second quarter draws to an end, investors may be able to find patterns from previous market charts, seize the opportunity, and make arrangements in advance!</p><p><img src=\"https://static.tigerbbs.com/bedab4feccd75ca5c4d48fd2872c022c\" tg-width=\"1242\" tg-height=\"3620\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=76537&type=news\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b86586210e1f8bc591340d4eb624b89","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=76537&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145929670","content_text":"特斯拉CEO马斯克于当地时间18日给员工发送了一封内部邮件，该邮件并没有透露第二季度实际生产和交付目标，只是做出了鼓舞和要求：\n\n “总的来说，我们执行得很好，但接下来的 12 天对于本季度的生产和交付来说非常重要。请全力以赴！”\n\n马斯克在信件中并没有透露目前已经完成的交付数量以及Q2目标，但分析师预期本季度的交付数量将达到19.8万-20万，刷新季度交付数量新高。\n从邮件措辞来看，马斯克似乎相信第二季度的交付目标是可实现的，但为了实现这一目标，团队需在季度末进行非常激烈的冲刺。\n第二季度只剩下不到两周的时间，考虑到特斯拉在季度末发起大规模推动的趋势，特斯拉很有可能会尽其所能在本月底之前交付尽可能多的汽车。\nQ1交付数据回顾\n今年第一季度，特斯拉电动汽车的交付量达184800辆，产量达180338辆，双双创下历史新高。据交付数据，第一季度特斯拉生产的所有电动汽车均为Model 3和Model Y车型，价格更为昂贵的Model S和Model X车型的产量为零。\n同时，第一季度所交付的2020辆Model S和Model X，均来自此前的生产库存，其交付数量仅占该季度总交付量的1%。下图是截至2021年第一季度，特斯拉Model S/X/3/Y交付量：\n\nQ2交付量预测\n对于特斯拉来说，销量的快速增长非常重要，因为传统汽车龙头企业已经觉醒并正在为大多数品牌提振插电式汽车销量。得州的新工厂是进一步增长的关键因素，因为德国工厂的启动似乎“具有挑战性”。\n特斯拉忠粉Troy Teslike估计，在第二季度，198000辆的交付量是有可能的（他此前给出的预期值为192000辆），这将支持20万辆的论点——另一个象征性的里程碑。Troy Teslike还预测特斯拉2021年全年将交付83.8万辆。下图是他的预测数据：\n\n前高盛CIO Gary Black表示，随着美国/中国第二季度Model Y交付量（预计）达到新高，以及中国及美国产Model 3对欧盟的出口量每个季度都创下纪录，特斯拉第二季度交付量可能达到21万—21.5万辆（市场预期20.5万辆），第二季度后市场对特斯拉2021财年交付量的预期可能接近90万辆（目前的预测为86.6万辆）。\n特斯拉空头GLJ Research分析师Gordon Johnson下调了他对特斯拉(TSLA.O)第二季度交付量的预期，同时上调对2021财年全年交付量的预期。第二季度交付量预期从19.6万下调至19.4万辆，而2021年全年交付量预期从78.39万上调到79.97万辆。Johnson表示，我们之所以做出这一调整，是因为我们认为6月在中国的销量将达到3万辆左右。\nThe Motley Fool报道称，特斯拉可能需要将其第二季度的交付量同比增加一倍以上才能达到公司在第一季度更新的指引，即全年交付量比 2020 年水平增加50%以上。但这应该不会太难，如果第二季度维持一季度的交付量，也能实现104%的同比增长率。\n不过供应短缺仍然是潜在的挑战，尤其是半导体、物流和航运港口容量限制方面。鉴于特斯拉管理层释放的乐观信号，预计第二季度交付量会较第一季度录得增长。\nModel S发力交付\n此前6月10日，特斯拉在弗里蒙特超级工厂旁边的试驾厂举行了Model S Plaid版交付仪式。活动现场，特斯拉CEO马斯克宣布，该公司将于当晚交付25辆Model S Plaid。此外，马斯克还补充表示，很快将每周交付数百辆Model S Plaid，下个季度每周将交付数千辆Model S Plaid。\n在特斯拉正式交付第一批Model S Plaid的几天后，弗里蒙特工厂上空巡查的无人机显示，该公司现在正在批量生产这款车。另外从网友在社交媒体上分享的视频和照片来看，一些Model S Plaid正在运送途中，再加上弗里蒙特工厂内不断增长的Model S车队，特斯拉似乎想要确保这款新发布的汽车能在本季度结束前交付给客户。\n\n近日，据外媒报道，随着2021年第二季度临近结束，特斯拉Model S的交付速度加快。外媒预计，特斯拉二季度的生产和交付都特别紧张，由于新车型发布被推迟，Model S的交付订单大量积压。此外，5月份有1万多辆汽车被搁置发货，这也推迟了许多订单交付，需等到特斯拉推出其新计算机视觉系统。\n特斯拉公布季度交付数据当日及前五日股价历史走势\n2020年Q1至今年Q1，特斯拉连续五个季度的交付量超出市场普遍预期，其中四次在公布当日股价上涨3%以上，如下图所示。随着第二季度临近结束，投资者们或许可以此前几次行情走势图从中找到规律，把握时机，提早布局！","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167425974,"gmtCreate":1624282923098,"gmtModify":1703832375140,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167425974","repostId":"1172790765","repostType":4,"repost":{"id":"1172790765","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":1624269676,"share":"https://ttm.financial/m/news/1172790765?lang=en_US&edition=fundamental","pubTime":"2021-06-21 18:01","market":"us","language":"zh","title":"Dehong Capital-led consortium close to acquiring 51job at a $5.3 billion valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=1172790765","media":"老虎资讯综合","summary":"知情人士透露，由德弘资本牵头的一个财团即将协议收购前程无忧，交易对这家人力资源服务公司的估值约为53亿美元。\n知情人士称，该财团的成员还包括私募股权投资公司鸥翎投资和前程无忧联合创始人、首席执行官甄荣","content":"<p>According to people familiar with the matter, a consortium led by Dehong Capital is about to agree to acquire 51job, which values the human resources services company at about $5.3 billion.</p><p>According to people familiar with the matter, the consortium, which also includes Zhen Ronghui, co-founder and CEO of private equity investment firms Ouling Investment and 51job, is currently in advanced talks to acquire the New York-listed company for about $79.05 per ADS. The agreement could be announced as soon as Monday, said people familiar with the matter, who asked not to be anonymous because the matter was not public.</p><p>This bid represents a 5.9% premium to 51job's most recent closing price, which is equivalent to the initial plan of Dehong Capital last September. According to data compiled by Bloomberg, this will be one of the largest acquisitions by Chinese companies listed in the United States this year.</p><p>According to people familiar with the matter, the consortium's acquisition funds mainly come from domestic banks. Japan's Recruit Holdings Co. is currently 51job's largest shareholder, holding a 34.8% stake, and plans to sell a small stake and continue to hold the remainder.</p><p>Zhen Ronghui holds about 19.2% of the shares, which is expected to increase to nearly 40%, while Dehong Capital and Ouling Investment will hold more than 20% of the shares together. People familiar with the matter said that negotiations are still going on, and the details and timing of the transaction may change.</p><p>In this regard, 51job said it would not comment.<img src=\"https://static.tigerbbs.com/57f54152d386e63bf14850cd94cf5624\" 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>Dehong Capital-led consortium close to acquiring 51job at a $5.3 billion valuation</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\">\nDehong Capital-led consortium close to acquiring 51job at a $5.3 billion valuation\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\">2021-06-21 18:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>According to people familiar with the matter, a consortium led by Dehong Capital is about to agree to acquire 51job, which values the human resources services company at about $5.3 billion.</p><p>According to people familiar with the matter, the consortium, which also includes Zhen Ronghui, co-founder and CEO of private equity investment firms Ouling Investment and 51job, is currently in advanced talks to acquire the New York-listed company for about $79.05 per ADS. The agreement could be announced as soon as Monday, said people familiar with the matter, who asked not to be anonymous because the matter was not public.</p><p>This bid represents a 5.9% premium to 51job's most recent closing price, which is equivalent to the initial plan of Dehong Capital last September. According to data compiled by Bloomberg, this will be one of the largest acquisitions by Chinese companies listed in the United States this year.</p><p>According to people familiar with the matter, the consortium's acquisition funds mainly come from domestic banks. Japan's Recruit Holdings Co. is currently 51job's largest shareholder, holding a 34.8% stake, and plans to sell a small stake and continue to hold the remainder.</p><p>Zhen Ronghui holds about 19.2% of the shares, which is expected to increase to nearly 40%, while Dehong Capital and Ouling Investment will hold more than 20% of the shares together. People familiar with the matter said that negotiations are still going on, and the details and timing of the transaction may change.</p><p>In this regard, 51job said it would not comment.<img src=\"https://static.tigerbbs.com/57f54152d386e63bf14850cd94cf5624\" 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/46494ff0a967fd1461f0d4b570a39e77","relate_stocks":{"JOBS":"前程无忧"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172790765","content_text":"知情人士透露，由德弘资本牵头的一个财团即将协议收购前程无忧，交易对这家人力资源服务公司的估值约为53亿美元。\n知情人士称，该财团的成员还包括私募股权投资公司鸥翎投资和前程无忧联合创始人、首席执行官甄荣辉，目前正在进行深入谈判，以每ADS约79.05美元的价格收购这家纽约上市公司。因事未公开而要求匿名的知情人士表示，协议最快可能于周一宣布。\n这一出价比前程无忧的最近收盘价溢价5.9%，与去年9月德弘资本的初始方案相当。根据彭博汇编的数据，这将是今年以来在美上市中资企业规模最大的收购交易之一。\n知情人士称，该财团收购资金主要来自于国内的银行。日本的Recruit Holdings Co.目前是前程无忧最大的股东，持有34.8%的股份，计划出售少量持股，并继续持有剩余股份。\n甄荣辉持有大约19.2%的股份，势将增持至近40%，而德弘资本和鸥翎投资将合共持有超过20%的股份。知情人士称，磋商仍在继续，交易细节和时间可能有变。\n对此，前程无忧表示，不予置评。","news_type":1,"symbols_score_info":{"JOBS":0.9}},"isVote":1,"tweetType":1,"viewCount":2847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167422599,"gmtCreate":1624282907711,"gmtModify":1703832374485,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ii","listText":"Ii","text":"Ii","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167422599","repostId":"1115796699","repostType":4,"isVote":1,"tweetType":1,"viewCount":2232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167426775,"gmtCreate":1624282889297,"gmtModify":1703832373502,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ii","listText":"Ii","text":"Ii","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167426775","repostId":"1152151455","repostType":4,"isVote":1,"tweetType":1,"viewCount":2062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167426536,"gmtCreate":1624282876225,"gmtModify":1703832373665,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ff","listText":"Ff","text":"Ff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167426536","repostId":"1132614785","repostType":4,"isVote":1,"tweetType":1,"viewCount":2726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167426828,"gmtCreate":1624282866064,"gmtModify":1703832372516,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ff","listText":"Ff","text":"Ff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167426828","repostId":"1169694875","repostType":4,"repost":{"id":"1169694875","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇投资学苑","id":"3","head_image":"https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c"},"pubTimestamp":1624271475,"share":"https://ttm.financial/m/news/1169694875?lang=en_US&edition=fundamental","pubTime":"2021-06-21 18:31","market":"sh","language":"zh","title":"The high point of pullback/retracement is nearly 30%, can CDFG still hold on?","url":"https://stock-news.laohu8.com/highlight/detail?id=1169694875","media":"格隆汇投资学苑","summary":"稳住，别慌\n\n有人说，前四十年发展快车道看深圳；三十年前快车道看上海浦东；而未来二十年的快车道必定看海南。\n1988年，在中国改革开放进入第十个年头之际，海南岛脱离广东成为中国第31个省级行政区。原本","content":"<p>Hold on, don't panic. Some people say that the fast lane of development in the first 40 years depends on Shenzhen; Looking at Shanghai Pudong on the fast lane thirty years ago; The fast lane in the next twenty years must look at Hainan.</p><p>In 1988, when China's reform and opening up entered its tenth year, Hainan Island broke away from Guangdong and became China's 31st provincial administrative region. Haikou, a small coastal town with a population of only 300,000, has become the capital of China's largest special economic zone.</p><p>Thirty years later, a major benefit finally landed.<b>Hainan has been promoted to a new historical position.</b></p><p>In June 2020, the State Council issued the \"Overall Plan for the Construction of Hainan Free Trade Port\", announcing the construction of a free trade port in Hainan.<b>Among them, the personal duty-free shopping limit will be raised from 30,000 yuan to 100,000 yuan.</b></p><p><img src=\"https://static.tigerbbs.com/649de21d30cd569246580a2abcc4861c\" tg-width=\"443\" tg-height=\"270\" referrerpolicy=\"no-referrer\"></p><p>As a giant in Hainan's duty-free industry<a href=\"https://laohu8.com/S/601888\">China CDFG</a>, also ushered in spring. Within 8 months (as of February this year), the stock price rose by more than 280%, reaching a maximum of 403.78 yuan per share.</p><p><b>1. China Duty Free that won the top spot</b></p><p>The spring breeze of policy has brought benefits to Hainan, and at the same time, it has brought spring to the largest industry in Hainan-duty-free industry. From the data point of view, within six months after the implementation of the policy, the average daily sales of Hainan Free Trade Port exceeded 120 million yuan, a year-on-year increase of more than 2 times.<b>In 2020, the total duty-free sales of Hainan's outlying islands (including repurchase of outlying islands) reached 32.5 billion yuan.</b></p><p>According to the normal data before the epidemic, among the operating income rankings of global duty-free merchants in 2019, among them, the ones that were established the latest and were relatively inferior in scale, channels and operations<b>China CDFG ranked fourth with a revenue of 6.1 billion euros, much higher than well-known duty-free merchants such as DFS.</b></p><p>In the third quarter of 2020, when global tourism and consumption were severely hit, the domestic epidemic situation was gradually brought under control. Coupled with favorable tax exemption policies, China CDFG's third-quarter revenue surpassed the top three Dufry, Lotte and Silla, with revenue of US $2.43 billion.<b>Become the world's largest duty-free operator.</b></p><p><img src=\"https://static.tigerbbs.com/86f357ca03c0f3549943fa71e0b8958e\" tg-width=\"336\" tg-height=\"178\" referrerpolicy=\"no-referrer\"></p><p>(Operating income of global duty-free merchants in 2020)</p><p><b>In the domestic market, CDFG is indeed a pioneer, enclosing land and opening duty-free shops in Hainan early.</b>Before 2020, four duty-free shops on outlying islands have been opened in Hainan, occupying two superior geographical locations of transportation hub and commercial center respectively.</p><p>And among the eight companies with duty-free licenses in China, two are directly related to CDFG. Rishang Duty Free Bank has been acquired by CDFG, and Haitu has also been injected into CDFG. With the support of this part, CDFG's market share in 2020 has exceeded 90%.</p><p>Therefore,<b>As the absolute leader in the domestic duty-free industry and the only A-share listed company whose main business is duty-free business, CDFG has been highly sought after by capital</b>, public funds are concentrated in groups, and China CDFG has become one of the heavyweight stocks of public funds in 2020.</p><p>Under the influence of multiple factors, CDFG's stock price has soared, jumping from less than 100 yuan in June 2020 to the highest point of 400 yuan in February 2021.</p><p><b>2. The growth rate is lower than expected</b></p><p>At the end of 2020, with the support of policies, other duty-free merchants such as Shentu, Haifa Control, and Hailv Investment also opened outlying island duty-free shops in Hainan, quietly changing the situation that China Duty Free stands out in the domestic duty-free market.<b>The completion of more duty-free shops in the future will also dilute CDFG's market share of more than 90% to about 70%.</b></p><p>At the same time, many enterprises have launched the \"robbing\" of the 9th duty-free \"gold medal\". Although it will not have an impact in the short term, the duty-free market is very attractive to enterprises, and more latecomers will enter the game.</p><p>In fact, it can be seen from the stock price trend that China CDFG's stock price fell rapidly after the market opened after the year, plunging nearly 30% within 20 days. In addition to the impact of overall market fluctuations after the year,<b>But another important reason is that its performance has failed to provide strong support for the stock price.</b></p><p>On April 13, China CDFG released its first quarter results, achieving total revenue of 18.134 billion yuan, a year-on-year increase of 127.48%; Achieved a net profit of 2.849 billion yuan, compared with a loss of 21.86 million yuan in the same period last year; Operating profit was 4.458 billion yuan, an increase of 4.776 billion yuan over the same period last year.</p><p>From a numerical perspective,<b>This performance is indeed good, but the vertical comparison growth rate is not impressive. Affected by this, the stock price directly fell to the limit on that day.</b></p><p>In the first quarter of 2021, CDFG achieved high growth in performance, but this high year-on-year growth is above the low base during the worst period of the epidemic in the same period last year. And compared with the operating profit of 3.355 billion yuan in the first quarter of 2019, China CDFG's growth in the first quarter of this year was only 33%, far lower than the profit growth rate of 101% in the same period of 2019.</p><p><img src=\"https://static.tigerbbs.com/f22d7da2607644452287a74a43d54a67\" tg-width=\"554\" tg-height=\"123\" referrerpolicy=\"no-referrer\"></p><p>And from another perspective, the surge in CDFG's performance in 2020 is mainly affected by the strengthening of policy support performance in the fourth quarter. The operating income in the fourth quarter of 2020 was nearly 17.5 billion yuan, and in the first quarter of 2021 it was 18.1 billion yuan, and its quarter-on-quarter growth rate is also showing a downward trend.</p><p>Affected by this, the stock price of CDFG has been fluctuating in a box shape in recent months, and it has continued to fall in the past month, and there is a trend of falling below the bottom of the box, from 348 yuan/share at the end of May to the current 281 yuan/share, a sharp drop of nearly 20%.</p><p><img src=\"https://static.tigerbbs.com/4bb555f087f9f31e7aeca397b8f2b409\" tg-width=\"417\" tg-height=\"290\" referrerpolicy=\"no-referrer\"></p><p><b>3. Summary</b></p><p>China CDFG, which entered the market early, has benefited from the policy by virtue of its leading status as the \"first tax-free stock\", and has achieved exponential growth in less than a year, but this is not driven by performance growth, mainly It is favored by institutional group capital.</p><p>It can be seen from the recent rolling P/E of CDFG that although funds are flowing from high valuations to low valuations and the overall market is pulling back, CDFG's valuation is still at a high historical average level. However, it can also be seen that with the pullback/retracement of the stock price in the past two months, its high valuation is gradually being digested.</p><p><img src=\"https://static.tigerbbs.com/75e76a0fc369946bb6c7636e557c331c\" tg-width=\"554\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p>But in the long run, with the popularization of vaccination, people's willingness to travel is gradually recovering. Coupled with the continued stimulation of the dividends of the tax exemption policy on outlying islands,<b>The market size of the duty-free industry will still maintain a high growth rate in the next few years.</b></p><p>As the absolute leader in the current duty-free industry, CDFG's performance will continue to grow, and investors can wait for the appropriate hitting area.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The high point of pullback/retracement is nearly 30%, can CDFG still hold on?</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 high point of pullback/retracement is nearly 30%, can CDFG still hold on?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇投资学苑 </p>\n<p class=\"h-time smaller\">2021-06-21 18:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Hold on, don't panic. Some people say that the fast lane of development in the first 40 years depends on Shenzhen; Looking at Shanghai Pudong on the fast lane thirty years ago; The fast lane in the next twenty years must look at Hainan.</p><p>In 1988, when China's reform and opening up entered its tenth year, Hainan Island broke away from Guangdong and became China's 31st provincial administrative region. Haikou, a small coastal town with a population of only 300,000, has become the capital of China's largest special economic zone.</p><p>Thirty years later, a major benefit finally landed.<b>Hainan has been promoted to a new historical position.</b></p><p>In June 2020, the State Council issued the \"Overall Plan for the Construction of Hainan Free Trade Port\", announcing the construction of a free trade port in Hainan.<b>Among them, the personal duty-free shopping limit will be raised from 30,000 yuan to 100,000 yuan.</b></p><p><img src=\"https://static.tigerbbs.com/649de21d30cd569246580a2abcc4861c\" tg-width=\"443\" tg-height=\"270\" referrerpolicy=\"no-referrer\"></p><p>As a giant in Hainan's duty-free industry<a href=\"https://laohu8.com/S/601888\">China CDFG</a>, also ushered in spring. Within 8 months (as of February this year), the stock price rose by more than 280%, reaching a maximum of 403.78 yuan per share.</p><p><b>1. China Duty Free that won the top spot</b></p><p>The spring breeze of policy has brought benefits to Hainan, and at the same time, it has brought spring to the largest industry in Hainan-duty-free industry. From the data point of view, within six months after the implementation of the policy, the average daily sales of Hainan Free Trade Port exceeded 120 million yuan, a year-on-year increase of more than 2 times.<b>In 2020, the total duty-free sales of Hainan's outlying islands (including repurchase of outlying islands) reached 32.5 billion yuan.</b></p><p>According to the normal data before the epidemic, among the operating income rankings of global duty-free merchants in 2019, among them, the ones that were established the latest and were relatively inferior in scale, channels and operations<b>China CDFG ranked fourth with a revenue of 6.1 billion euros, much higher than well-known duty-free merchants such as DFS.</b></p><p>In the third quarter of 2020, when global tourism and consumption were severely hit, the domestic epidemic situation was gradually brought under control. Coupled with favorable tax exemption policies, China CDFG's third-quarter revenue surpassed the top three Dufry, Lotte and Silla, with revenue of US $2.43 billion.<b>Become the world's largest duty-free operator.</b></p><p><img src=\"https://static.tigerbbs.com/86f357ca03c0f3549943fa71e0b8958e\" tg-width=\"336\" tg-height=\"178\" referrerpolicy=\"no-referrer\"></p><p>(Operating income of global duty-free merchants in 2020)</p><p><b>In the domestic market, CDFG is indeed a pioneer, enclosing land and opening duty-free shops in Hainan early.</b>Before 2020, four duty-free shops on outlying islands have been opened in Hainan, occupying two superior geographical locations of transportation hub and commercial center respectively.</p><p>And among the eight companies with duty-free licenses in China, two are directly related to CDFG. Rishang Duty Free Bank has been acquired by CDFG, and Haitu has also been injected into CDFG. With the support of this part, CDFG's market share in 2020 has exceeded 90%.</p><p>Therefore,<b>As the absolute leader in the domestic duty-free industry and the only A-share listed company whose main business is duty-free business, CDFG has been highly sought after by capital</b>, public funds are concentrated in groups, and China CDFG has become one of the heavyweight stocks of public funds in 2020.</p><p>Under the influence of multiple factors, CDFG's stock price has soared, jumping from less than 100 yuan in June 2020 to the highest point of 400 yuan in February 2021.</p><p><b>2. The growth rate is lower than expected</b></p><p>At the end of 2020, with the support of policies, other duty-free merchants such as Shentu, Haifa Control, and Hailv Investment also opened outlying island duty-free shops in Hainan, quietly changing the situation that China Duty Free stands out in the domestic duty-free market.<b>The completion of more duty-free shops in the future will also dilute CDFG's market share of more than 90% to about 70%.</b></p><p>At the same time, many enterprises have launched the \"robbing\" of the 9th duty-free \"gold medal\". Although it will not have an impact in the short term, the duty-free market is very attractive to enterprises, and more latecomers will enter the game.</p><p>In fact, it can be seen from the stock price trend that China CDFG's stock price fell rapidly after the market opened after the year, plunging nearly 30% within 20 days. In addition to the impact of overall market fluctuations after the year,<b>But another important reason is that its performance has failed to provide strong support for the stock price.</b></p><p>On April 13, China CDFG released its first quarter results, achieving total revenue of 18.134 billion yuan, a year-on-year increase of 127.48%; Achieved a net profit of 2.849 billion yuan, compared with a loss of 21.86 million yuan in the same period last year; Operating profit was 4.458 billion yuan, an increase of 4.776 billion yuan over the same period last year.</p><p>From a numerical perspective,<b>This performance is indeed good, but the vertical comparison growth rate is not impressive. Affected by this, the stock price directly fell to the limit on that day.</b></p><p>In the first quarter of 2021, CDFG achieved high growth in performance, but this high year-on-year growth is above the low base during the worst period of the epidemic in the same period last year. And compared with the operating profit of 3.355 billion yuan in the first quarter of 2019, China CDFG's growth in the first quarter of this year was only 33%, far lower than the profit growth rate of 101% in the same period of 2019.</p><p><img src=\"https://static.tigerbbs.com/f22d7da2607644452287a74a43d54a67\" tg-width=\"554\" tg-height=\"123\" referrerpolicy=\"no-referrer\"></p><p>And from another perspective, the surge in CDFG's performance in 2020 is mainly affected by the strengthening of policy support performance in the fourth quarter. The operating income in the fourth quarter of 2020 was nearly 17.5 billion yuan, and in the first quarter of 2021 it was 18.1 billion yuan, and its quarter-on-quarter growth rate is also showing a downward trend.</p><p>Affected by this, the stock price of CDFG has been fluctuating in a box shape in recent months, and it has continued to fall in the past month, and there is a trend of falling below the bottom of the box, from 348 yuan/share at the end of May to the current 281 yuan/share, a sharp drop of nearly 20%.</p><p><img src=\"https://static.tigerbbs.com/4bb555f087f9f31e7aeca397b8f2b409\" tg-width=\"417\" tg-height=\"290\" referrerpolicy=\"no-referrer\"></p><p><b>3. Summary</b></p><p>China CDFG, which entered the market early, has benefited from the policy by virtue of its leading status as the \"first tax-free stock\", and has achieved exponential growth in less than a year, but this is not driven by performance growth, mainly It is favored by institutional group capital.</p><p>It can be seen from the recent rolling P/E of CDFG that although funds are flowing from high valuations to low valuations and the overall market is pulling back, CDFG's valuation is still at a high historical average level. However, it can also be seen that with the pullback/retracement of the stock price in the past two months, its high valuation is gradually being digested.</p><p><img src=\"https://static.tigerbbs.com/75e76a0fc369946bb6c7636e557c331c\" tg-width=\"554\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p>But in the long run, with the popularization of vaccination, people's willingness to travel is gradually recovering. Coupled with the continued stimulation of the dividends of the tax exemption policy on outlying islands,<b>The market size of the duty-free industry will still maintain a high growth rate in the next few years.</b></p><p>As the absolute leader in the current duty-free industry, CDFG's performance will continue to grow, and investors can wait for the appropriate hitting area.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dde701c3294fae0b0a6e20ec22ac1c36","relate_stocks":{"601888":"中国中免"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169694875","content_text":"稳住，别慌\n\n有人说，前四十年发展快车道看深圳；三十年前快车道看上海浦东；而未来二十年的快车道必定看海南。\n1988年，在中国改革开放进入第十个年头之际，海南岛脱离广东成为中国第31个省级行政区。原本人口只有30万的海滨小城海口市一跃成为中国最大经济特区的首府。\n30年后，一项重大利好终于落地，海南被提升到了新的历史地位。\n国务院在2020年6月发布了《海南自由贸易港建设总体方案》，宣布在海南建设自由贸易港，其中将个人的免税购物限额从3万上调至10万元。\n\n作为海南免税业巨头的中国中免，也迎来了春天。8个月内（截至今年2月）股价涨幅超过280%，最高达403.78元/股。\n1、拔得头筹的中免\n政策的春风给海南吹来了利好，同时也给海南最大的产业——免税业带来了春天。从数据来看，政策实施后的半年内，海南自贸港日均销售额超1.2亿元，同比增长达2倍多，2020年全年海南离岛免税销售总额（含离岛补购）达到了325亿元。\n按照疫情前的正常数据来看，2019年全球免税商营业收入排行中，而其中成立时间最晚，规模、渠道和运营相对劣势的中国中免以61亿欧元的收入排名第四，远远高于DFS等知名免税商。\n而2020年的第三季度，在全球旅游业和消费受到剧烈打击的情形下，国内的疫情状况逐渐得到控制，再加之免税政策的利好，中国中免三季度营收一举超过前三名的Dufry、乐天和新罗，营收24.3亿美元，成为全球最大的免税运营商。\n\n（2020年度全球免税商营业收入）\n在国内市场中，中免确实是先行者，早早地在海南圈地、开免税店。2020年之前就已经在海南开设了4家离岛免税店，并分别占据了交通枢纽和商业中心两大优越的地理位置。\n且在国内拥有免税业牌照的八家企业中，有两家都与中免有着直接关系，日上免税行已被中免收购，而海兔也已经注入中免。在这一部分的加持下，中国中免在2020年的市场份额已超过90%。\n因此，中国中免作为国内免税行业的绝对龙头以及A股唯一一家以免税业务为主业的上市公司，受到了资本的大力追捧，公募基金集中抱团，中国中免成为了2020年公募基金的重仓股之一。\n在多重因素的影响下，中国中免的股价一路飞涨，从2020年6月的不足百元跃升至2021年2月最高点的400元。\n2、增速不及预期\n而2020年底，在政策的支持下，深兔、海发控、海旅投等其他免税商也在海南开设了离岛免税店，悄悄改变了中免在国内免税市场中一枝独秀的状况。未来更多免税店的建成也将把中免超过90%的市占率稀释至70%左右。\n与此同时，多家企业展开了对第9张免税“金牌”的“抢夺”，虽然短期内不会造成冲击，但是免税市场对企业的吸引力非常大，也会有更多的后来者入局。\n其实从股价走势中能看出，年后开盘之后中国中免的股价迅速回落，20天内跳水近30%。除了年后大盘整体波动的影响外，但还有一个重要的原因是其业绩却并未能为股价提供有力的支撑。\n4月13日中国中免发布一季度业绩，实现总营收181.34亿元，同比增长127.48%；实现净利润28.49亿元，上年同期亏损2186万元；营业利润44.58亿元，较上年同期增加47.76亿元。\n从数字上来看，这份业绩确实不错，但纵向对比增速并不可观，受此影响当日股价直接跌停。\n2021年一季度中国中免实现了业绩的高增长，但这个同比高增长是与去年同期疫情最严重的时期的低基数之上的。 且与2019年一季度33.55亿元的营业利润相比，中国中免今年一季度增长只有33%，远低于2019年同期101%的利润增速。\n\n且从另一个方面来看，中免2020年的业绩大增主要是受到四季度政策支持业绩走强的影响。2020年四季度的营业收入近175亿元，2021年一季度为181亿元，其环比增速也在呈下降趋势。\n受此影响，中国中免近几个月的股价一直呈箱式震荡，近一个月以来更是持续下跌，且有跌破箱底的趋势，从五月底的348元/股下跌至现在的281元/股，大跌了近20%。\n\n3、总结\n早早入场的中国中免的凭借着“免税第一股”的龙头身份吃到了政策的红利，在不到一年的时间内实现了成倍的增长，但这非来自于业绩增长的推动，主要是受到机构抱团资本的青睐。\n从中国中免近期的滚动市盈率就可以看到，尽管是在资金从高估值流向低估值，大盘整体回调的情况下，中免的估值却仍处在历史的平均水平的高位。不过也能看到，随着近两个月股价的回撤，其高估值也在逐渐被消化。\n\n但长远来看，随着疫苗的接种的普及，人们的旅游意愿也在逐渐恢复，再加上离岛免税政策红利的持续刺激下，免税业这一赛道的市场规模在未来几年仍会保持高增速的态势。\n而中国中免作为目前免税行业的绝对龙头，其业绩仍会持续增长，投资者可以静候合适的击球区。","news_type":1,"symbols_score_info":{"601888":0.9}},"isVote":1,"tweetType":1,"viewCount":1440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167428726,"gmtCreate":1624282853965,"gmtModify":1703832371701,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Hh","listText":"Hh","text":"Hh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167428726","repostId":"2145087340","repostType":4,"repost":{"id":"2145087340","kind":"news","pubTimestamp":1624275691,"share":"https://ttm.financial/m/news/2145087340?lang=en_US&edition=fundamental","pubTime":"2021-06-21 19:41","market":"us","language":"zh","title":"The \"temptation\" of cross-border car manufacturing is irresistible, and Meizu and Douyin may also enter the game","url":"https://stock-news.laohu8.com/highlight/detail?id=2145087340","media":"一财网","summary":"科技、互联网巨头纷纷跨界造车，已经不是新鲜事。","content":"<p>Since 2021, Huawei, Xiaomi, OPPO,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Skyworth, Gree, Didi, Lenovo and other technology companies have all announced relevant news about car manufacturing.</p><p>It is nothing new for technology and Internet giants to build cars across borders. Since 2021, technology companies such as Huawei, Xiaomi, OPPO, Baidu, Skyworth, Gree, Didi, and Lenovo have all announced relevant news about building cars.</p><p>Recent data shows that Meizu and Douyin are also expected to enter the game.</p><p>According to Qichacha, Zhuhai Meizu Technology Co., Ltd. applied for registration of the FLYME FOR CAR trademark on June 4, and the international classification involves 42 types of design research. At present, the trademark status is under registration application. It is reported that FLYME FOR CAR is a Meizu vehicle system.</p><p><img src=\"https://static.tigerbbs.com/e6b6121f30bb35c58574a337eff8d131\" tg-width=\"720\" tg-height=\"692\" referrerpolicy=\"no-referrer\"></p><p>In addition, a person close to ByteDance said that ByteDance recently launched a Logo called \"Douyin Car\". The Logo uses the icon of a car as the main body, with the words \"Douyin Car\" below.</p><p><img src=\"https://static.tigerbbs.com/c556b78fba1bb232cc2f7c5f592e8f22\" tg-width=\"378\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p><p>According to Qichacha, Beijing ByteDance Network Technology Co., Ltd. has registered the trademark \"Byte Auto\", and its international classification involves design research, communication services, etc.</p><p><img src=\"https://static.tigerbbs.com/c90e5d1a503d105866b9cc3cce0225f9\" tg-width=\"720\" tg-height=\"916\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/601162\">Tianfeng Securities</a>It is pointed out that in the short term, disturbance factors such as chip shortages and rising raw material prices are expected to gradually return to normal in the third quarter of this year, providing support for the upward profit of the industry; In the medium and long term, Huawei,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Technology giants such as Xiaomi and Xiaomi are accelerating the layout of new battlefields for \"building cars\", and traditional car companies are also accelerating the pace of electric intelligent transformation. Under the big wave of science and technology, they are firmly optimistic that the automotive intelligent electric industry chain will become an industry that runs through the automotive sector in the next few years and is expected to cross the cycle. main line of investment.</p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The \"temptation\" of cross-border car manufacturing is irresistible, and Meizu and Douyin may also enter the game</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 \"temptation\" of cross-border car manufacturing is irresistible, and Meizu and Douyin may also enter the game\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">一财网</strong><span class=\"h-time small\">2021-06-21 19:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Since 2021, Huawei, Xiaomi, OPPO,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, Skyworth, Gree, Didi, Lenovo and other technology companies have all announced relevant news about car manufacturing.</p><p>It is nothing new for technology and Internet giants to build cars across borders. Since 2021, technology companies such as Huawei, Xiaomi, OPPO, Baidu, Skyworth, Gree, Didi, and Lenovo have all announced relevant news about building cars.</p><p>Recent data shows that Meizu and Douyin are also expected to enter the game.</p><p>According to Qichacha, Zhuhai Meizu Technology Co., Ltd. applied for registration of the FLYME FOR CAR trademark on June 4, and the international classification involves 42 types of design research. At present, the trademark status is under registration application. It is reported that FLYME FOR CAR is a Meizu vehicle system.</p><p><img src=\"https://static.tigerbbs.com/e6b6121f30bb35c58574a337eff8d131\" tg-width=\"720\" tg-height=\"692\" referrerpolicy=\"no-referrer\"></p><p>In addition, a person close to ByteDance said that ByteDance recently launched a Logo called \"Douyin Car\". The Logo uses the icon of a car as the main body, with the words \"Douyin Car\" below.</p><p><img src=\"https://static.tigerbbs.com/c556b78fba1bb232cc2f7c5f592e8f22\" tg-width=\"378\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p><p>According to Qichacha, Beijing ByteDance Network Technology Co., Ltd. has registered the trademark \"Byte Auto\", and its international classification involves design research, communication services, etc.</p><p><img src=\"https://static.tigerbbs.com/c90e5d1a503d105866b9cc3cce0225f9\" tg-width=\"720\" tg-height=\"916\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/601162\">Tianfeng Securities</a>It is pointed out that in the short term, disturbance factors such as chip shortages and rising raw material prices are expected to gradually return to normal in the third quarter of this year, providing support for the upward profit of the industry; In the medium and long term, Huawei,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Technology giants such as Xiaomi and Xiaomi are accelerating the layout of new battlefields for \"building cars\", and traditional car companies are also accelerating the pace of electric intelligent transformation. Under the big wave of science and technology, they are firmly optimistic that the automotive intelligent electric industry chain will become an industry that runs through the automotive sector in the next few years and is expected to cross the cycle. main line of investment.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/chanjing/gsnews/2021-06-21/doc-ikqciyzk0966377.shtml\">一财网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b476f71a058c3c2c502986ccbc2766d7","relate_stocks":{},"source_url":"https://finance.sina.com.cn/chanjing/gsnews/2021-06-21/doc-ikqciyzk0966377.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145087340","content_text":"2021年以来，华为、小米、OPPO、百度、创维、格力、滴滴与联想等科技企业均已宣布造车的相关消息。\n科技、互联网巨头纷纷跨界造车，已经不是新鲜事。2021年以来，华为、小米、OPPO、百度、创维、格力、滴滴与联想等科技企业均已宣布造车的相关消息。\n近日资料显示，魅族、抖音也有望入局。\n企查查显示，珠海市魅族科技有限公司于6月4日申请注册FLYME FOR CAR商标，国际分类涉42类设计研究等。目前商标状态均为注册申请中，据悉，FLYME FOR CAR为魅族车载系统。\n\n此外，一位接近字节跳动的人士称，字节跳动于近日推出了一个名为“抖音汽车”的Logo，Logo以一辆汽车的图标为主体，下方带有“抖音汽车”字样。\n\n企查查显示，北京字节跳动网路技术有限公司曾注册“字节汽车”商标，国际分类涉设计研究、通讯服务等。\n\n天风证券指出，短期来看，芯片短缺、原材料价格上涨等扰动因素有望在今年三季度开始逐步恢复正常，为行业盈利向上提供支撑；中长期看，华为、苹果、小米等科技巨头正加速布局“造车”新战场，传统车企也在加快电动智能转型步伐，科技大浪潮下，坚定看好汽车智能电动产业链成为贯穿汽车板块未来数年，且有望穿越周期的投资主线。","news_type":1,"symbols_score_info":{"DYIN":0.9}},"isVote":1,"tweetType":1,"viewCount":2199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167241924,"gmtCreate":1624273486468,"gmtModify":1703832111060,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Hh","listText":"Hh","text":"Hh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167241924","repostId":"1118470789","repostType":4,"repost":{"id":"1118470789","kind":"news","pubTimestamp":1624271343,"share":"https://ttm.financial/m/news/1118470789?lang=en_US&edition=fundamental","pubTime":"2021-06-21 18:29","market":"hk","language":"zh","title":"CCB, ICBC, Postal Savings and Alipay suspend providing services for virtual currency transactions","url":"https://stock-news.laohu8.com/highlight/detail?id=1118470789","media":"华尔街见闻","summary":"人民银行就虚拟货币交易炒作问题约谈部分银行和支付机构后，多家银行和支付机构发布公告，禁止使用银行服务用于虚拟货币交易。\n6月21日晚间，中国建设银行发布了《关于禁止使用我行服务用于虚拟货币交易的公告》","content":"<p>After the People's Bank of China interviewed some banks and payment institutions on the speculation of virtual currency transactions, a number of banks and payment institutions issued announcements prohibiting the use of banking services for virtual currency transactions.</p><p>On the evening of June 21, China Construction Bank issued the \"Announcement on Prohibiting the Use of Our Bank's Services for Virtual Currency Transactions.\"</p><p>The announcement said:</p><p>Virtual currency trading speculation seriously disrupts the normal economic and financial order and infringes on the safety of people's property. In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice of the People's Bank of China and other ministries and trade associations on Preventing Bitcoin Risks, the Announcement on Preventing Token Issuance Financing Risks, the Announcement on Preventing Virtual Currency Transaction Speculation Risks, and the recent interview guidance requirements of relevant departments of the People's Bank of China, so as to crack down on virtual currency transactions, protect the property rights and interests of the public, and maintain normal economic and financial order. 2. No institution or individual may use the account opened with our bank to recharge virtual currency transaction funds, withdraw cash, purchase or sell related transaction recharge codes and other activities, and may not transfer virtual currency transactions through the account opened with our bank. related funds. 3. Our bank will continue to strengthen the daily monitoring and investigation of transactions involving virtual currencies. For the above-mentioned behaviors involving virtual currency transactions, measures such as suspending relevant account transactions and terminating financial services will be immediately taken once discovered. Clues of violations of laws and regulations found will be reported to relevant departments immediately. Here is a warm reminder: Customers are requested to enhance their risk awareness, cherish their personal bank accounts, do not use them for virtual currency-related capital transactions, do not participate in virtual currency trading speculation activities, and beware of damage to their own property and rights. At the same time, the Industrial and Commercial Bank of China issued the \"Statement on Prohibiting the Use of Our Bank's Services to Conduct Virtual Currency Transactions.\"</p><p>The statement said:</p><p>In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice of the People's Bank of China and other five ministries and commissions on December 4, 2013 on Preventing Bitcoin Risks and the Announcement of the People's Bank of China and other seven ministries and commissions on September 4, 2017 on Preventing Token Issuance Financing Risks, protect the property rights and interests of the public and maintain the stability of economic and financial order. Our bank will continue to strengthen monitoring. Once discovered, it has the right to take control measures such as suspending relevant account transactions and canceling accounts, and report relevant information to relevant departments. The public should be highly alert to the risks of token issuance financing and \"virtual currency\" transactions, improve risk prevention awareness and identification capabilities, and beware of being deceived. If you find the above-mentioned behaviors, you can report them to our bank. The Postal Savings Bank of China also issued the Announcement on Prohibiting the Use of Our Bank's Accounts, Products, Services, and Channels for Business Activities Related to \"Virtual Currency\".</p><p>The announcement said:</p><p>In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice of five ministries and commissions including the People's Bank of China on Preventing Bitcoin Risks (Yinfa [2013] No.289) and the Announcement of seven ministries and commissions including the People's Bank of China on Preventing Token Issuance Financing Risks, according to the recent interview guidance requirements of relevant departments of the People's Bank of China, no institution or individual is allowed to use our bank's accounts, products, services and channels for token issuance financing and \"virtual currency\" transactions. Our bank will continue to strengthen risk monitoring in payment transactions. Once the above-mentioned relevant behaviors are discovered, our bank has the right to take control measures such as suspending account transactions and canceling accounts, and report relevant information to the regulatory authorities. The public is reminded to be highly alert to the risks of token issuance financing and \"virtual currency\" transactions, improve risk prevention awareness and identification capabilities, and beware of being deceived. If you find the above-mentioned behaviors, you can report them to our bank. In addition, Alipay issued the \"Statement on Prohibiting the Use of Our Company's Services to Conduct Virtual Currency Transactions such as Bitcoin\" in Weibo, stating that it will monitor and investigate transactions involving virtual currencies, and block them immediately once found.</p><p>The full text is as follows:</p><p><img src=\"https://static.tigerbbs.com/6437f05904b2ca214edd13a0868306ef\" tg-width=\"640\" tg-height=\"1133\" referrerpolicy=\"no-referrer\"></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CCB, ICBC, Postal Savings and Alipay suspend providing services for virtual currency transactions</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\">\nCCB, ICBC, Postal Savings and Alipay suspend providing services for virtual currency transactions\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-21 18:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After the People's Bank of China interviewed some banks and payment institutions on the speculation of virtual currency transactions, a number of banks and payment institutions issued announcements prohibiting the use of banking services for virtual currency transactions.</p><p>On the evening of June 21, China Construction Bank issued the \"Announcement on Prohibiting the Use of Our Bank's Services for Virtual Currency Transactions.\"</p><p>The announcement said:</p><p>Virtual currency trading speculation seriously disrupts the normal economic and financial order and infringes on the safety of people's property. In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice of the People's Bank of China and other ministries and trade associations on Preventing Bitcoin Risks, the Announcement on Preventing Token Issuance Financing Risks, the Announcement on Preventing Virtual Currency Transaction Speculation Risks, and the recent interview guidance requirements of relevant departments of the People's Bank of China, so as to crack down on virtual currency transactions, protect the property rights and interests of the public, and maintain normal economic and financial order. 2. No institution or individual may use the account opened with our bank to recharge virtual currency transaction funds, withdraw cash, purchase or sell related transaction recharge codes and other activities, and may not transfer virtual currency transactions through the account opened with our bank. related funds. 3. Our bank will continue to strengthen the daily monitoring and investigation of transactions involving virtual currencies. For the above-mentioned behaviors involving virtual currency transactions, measures such as suspending relevant account transactions and terminating financial services will be immediately taken once discovered. Clues of violations of laws and regulations found will be reported to relevant departments immediately. Here is a warm reminder: Customers are requested to enhance their risk awareness, cherish their personal bank accounts, do not use them for virtual currency-related capital transactions, do not participate in virtual currency trading speculation activities, and beware of damage to their own property and rights. At the same time, the Industrial and Commercial Bank of China issued the \"Statement on Prohibiting the Use of Our Bank's Services to Conduct Virtual Currency Transactions.\"</p><p>The statement said:</p><p>In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice of the People's Bank of China and other five ministries and commissions on December 4, 2013 on Preventing Bitcoin Risks and the Announcement of the People's Bank of China and other seven ministries and commissions on September 4, 2017 on Preventing Token Issuance Financing Risks, protect the property rights and interests of the public and maintain the stability of economic and financial order. Our bank will continue to strengthen monitoring. Once discovered, it has the right to take control measures such as suspending relevant account transactions and canceling accounts, and report relevant information to relevant departments. The public should be highly alert to the risks of token issuance financing and \"virtual currency\" transactions, improve risk prevention awareness and identification capabilities, and beware of being deceived. If you find the above-mentioned behaviors, you can report them to our bank. The Postal Savings Bank of China also issued the Announcement on Prohibiting the Use of Our Bank's Accounts, Products, Services, and Channels for Business Activities Related to \"Virtual Currency\".</p><p>The announcement said:</p><p>In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice of five ministries and commissions including the People's Bank of China on Preventing Bitcoin Risks (Yinfa [2013] No.289) and the Announcement of seven ministries and commissions including the People's Bank of China on Preventing Token Issuance Financing Risks, according to the recent interview guidance requirements of relevant departments of the People's Bank of China, no institution or individual is allowed to use our bank's accounts, products, services and channels for token issuance financing and \"virtual currency\" transactions. Our bank will continue to strengthen risk monitoring in payment transactions. Once the above-mentioned relevant behaviors are discovered, our bank has the right to take control measures such as suspending account transactions and canceling accounts, and report relevant information to the regulatory authorities. The public is reminded to be highly alert to the risks of token issuance financing and \"virtual currency\" transactions, improve risk prevention awareness and identification capabilities, and beware of being deceived. If you find the above-mentioned behaviors, you can report them to our bank. In addition, Alipay issued the \"Statement on Prohibiting the Use of Our Company's Services to Conduct Virtual Currency Transactions such as Bitcoin\" in Weibo, stating that it will monitor and investigate transactions involving virtual currencies, and block them immediately once found.</p><p>The full text is as follows:</p><p><img src=\"https://static.tigerbbs.com/6437f05904b2ca214edd13a0868306ef\" tg-width=\"640\" tg-height=\"1133\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633438\">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/69af882c29a3ff047224139fe1096d17","relate_stocks":{"601939":"建设银行"},"source_url":"https://wallstreetcn.com/articles/3633438","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1118470789","content_text":"人民银行就虚拟货币交易炒作问题约谈部分银行和支付机构后，多家银行和支付机构发布公告，禁止使用银行服务用于虚拟货币交易。\n6月21日晚间，中国建设银行发布了《关于禁止使用我行服务用于虚拟货币交易的公告》。\n公告表示：\n\n 虚拟货币交易炒作活动严重扰乱经济金融正常秩序,侵害人民群众财产安全。为进一步贯彻国务院金融委会议精神，落实人民银行等多部委、行业协会《关于防范比特币风险的通知》《关于防范代币发行融资风险的公告》《关于防范虚拟货币交易炒作风险的公告》以及近日人民银行有关部门约谈指导要求，打击虚拟货币交易行为，保护社会公众的财产权益，维护正常经济金融秩序，我行重申：一、建设银行严格落实国家有关监管要求，恪守行业自律承诺，坚决不开展、不参与任何与虚拟货币相关的业务活动，坚决不为虚拟货币提供账户开立、登记、交易、清算、结算等任何金融产品和服务。二、任何机构和个人不得将在我行开立的账户用于虚拟货币的交易资金充值以及提现、购买或销售相关交易充值码等活动，不得通过在我行开立的账户划转与虚拟货币交易相关的资金。三、我行将持续加强涉虚拟货币交易的日常监控排查力度，对于上述涉虚拟货币交易的行为，一经发现将立即采取暂停相关账户交易、终止金融服务等措施。对发现的违法违规线索，将立即向有关部门报告。在此温馨提示：请广大客户增强风险意识，珍惜个人银行账户，不用于虚拟货币相关资金交易，不参与虚拟货币交易炒作活动，谨防自身财产及权益受损。\n\n同一时间，中国工商银行发布了《关于禁止使用我行服务开展虚拟货币交易的声明》。\n声明表示：\n\n 为进一步贯彻国务院金融委会议精神，落实中国人民银行等五部委2013年12月4日《关于防范比特币风险的通知》和中国人民银行等七部委2017年9月4日《关于防范代币发行融资风险的公告》规定，保护社会公众的财产权益，维护经济金融秩序稳定，按照近日人民银行有关部门约谈指导要求，我行重申，任何机构和个人不得利用我行账户、产品、服务、渠道进行代币发行融资和“虚拟货币”交易。我行将持续加强监测，一经发现，有权采取暂停相关账户交易、注销账户等控制措施，并将相关信息报告有关部门。社会公众应高度警惕代币发行融资与“虚拟货币”交易风险，提高风险防范意识和识别能力，谨防上当受骗。若发现上述有关行为，可向我行举报。\n\n中国邮政储蓄银行也发布了《关于禁止使用我行账户、产品、服务、渠道进行 “虚拟货币”相关业务活动的公告》。\n公告表示：\n\n 为进一步贯彻国务院金融委会议精神，落实中国人民银行等五部委《关于防范比特币风险的通知》（银发〔2013〕289号）和中国人民银行等七部委《关于防范代币发行融资风险的公告》等监管规定，按照近日中国人民银行有关部门约谈指导要求，任何机构和个人不得利用我行账户、产品、服务、渠道进行代币发行融资和“虚拟货币”交易。我行将持续加强支付交易环节风险监测，一经发现上述有关行为，我行有权采取暂停账户交易、注销账户等控制措施，并将相关信息报告监管部门。提示社会公众高度警惕代币发行融资与“虚拟货币”交易风险，提高风险防范意识和识别能力，谨防上当受骗。若发现上述有关行为，可向我行举报。\n\n此外，支付宝在微博发布了《关于禁止使用我公司服务开展比特币等虚拟货币交易的声明》，表示将监控排查涉及虚拟货币的交易行为，一经发现立即封堵。\n全文如下：","news_type":1,"symbols_score_info":{"601939":0.9}},"isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164156931,"gmtCreate":1624183904423,"gmtModify":1703830301296,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Jssu","listText":"Jssu","text":"Jssu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164156931","repostId":"2144572796","repostType":4,"repost":{"id":"2144572796","kind":"highlight","pubTimestamp":1624000774,"share":"https://ttm.financial/m/news/2144572796?lang=en_US&edition=fundamental","pubTime":"2021-06-18 15:19","market":"us","language":"zh","title":"Gold fell nearly 5% overnight! State Street analyst: Don't panic, the decline is a good time to buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2144572796","media":"英为财情","summary":"英为财情Investing.com –由于美联储加息预期以及美元走强，周三贵金属市场遭遇恐慌性抛售，黄金期货一度跌近5%下破1770美元，钯金甚至大跌10%。道富环球投资管理公司首席黄金分析师Milling-Stanley认为，投资者对加息预期反应过度。“我正在关注黄金市场，现在可能是买入的好时机。”Milling-Stanley补充称，一旦这种恐慌性抛售结束，金价仍将具有良好的支撑，有望反弹到1900美元上方，并在年底前升至2000美元上方。","content":"<p><html><body><strong>Investing.com-</strong>Due to the expectation of the Federal Reserve's rate hike and the strengthening of the US dollar, the precious metals market suffered panic selling on Wednesday. Gold futures once fell nearly 5% below $1,770, and palladium even fell 10%.</p><p>State Street<a href=\"https://laohu8.com/S/B73.SI\">Global Investment</a>Milling-Stanley, chief gold analyst at the management company, believes investors are overreacting to rate hike expectations. He believes that there is no need to pay too much attention to the forecast in two years.</p><p>\"I'm watching the gold market, and now may be a good time to buy.\" Milling-Stanley said, \"I've seen a lot of panic selling in gold, and I don't think this will last long. While the market is expecting higher inflation and rate hike, but they completely ignore the fact that rate hike will have to wait until at least two years from now, and a lot will happen in two years.\"</p><p>Milling-Stanley added that once this panic selling is over, gold prices will still have good support and are expected to rebound above $1,900 and above $2,000 before the end of the year.</p><p>He also said that many of the Fed's forecasts depend on inflation, and if inflation falls back to between 2% and 3%, the Fed will not rush to rate hike.</p><p>Even if the Fed enters the rate hike channel, Milling-Stanley thinks gold will do well. \"The last time the Federal Reserve was in a rate hike channel was between December 2015 and December 2018, during which period gold rose 21%, from $1,050 to $1,270.\"</p><p>As of writing, gold futures were trading at $1,785, up slightly by 0.59% during the day.</p><p><strong>[This article comes from Yingwei Caiqing Investing.com, please log in to cn.Investing.com or download Yingwei Caiqing App to read more]</strong></p><p><strong>Recommended Reading</strong></p><p><strong>Heavy! The Fed suddenly raises two major interest rates, predicts two rate hike by the end of 2023</strong></p><p><strong>May economic data comments: How much pressure is the economic slowdown?</strong></p><p><strong>Economic data fell short of expectations, but interest rates rose instead?</strong></p><p><strong>Zhang Yu: The difference in \"loosening\" between China and the United States in May is also different in the future</strong></p><p><strong>(Editor: Chen Han)</strong></p><p></body></html></p>","source":"investing_news","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>Gold fell nearly 5% overnight! State Street analyst: Don't panic, the decline is a good time to buy</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\">\nGold fell nearly 5% overnight! State Street analyst: Don't panic, the decline is a good time to buy\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">英为财情</strong><span class=\"h-time small\">2021-06-18 15:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><strong>Investing.com-</strong>Due to the expectation of the Federal Reserve's rate hike and the strengthening of the US dollar, the precious metals market suffered panic selling on Wednesday. Gold futures once fell nearly 5% below $1,770, and palladium even fell 10%.</p><p>State Street<a href=\"https://laohu8.com/S/B73.SI\">Global Investment</a>Milling-Stanley, chief gold analyst at the management company, believes investors are overreacting to rate hike expectations. He believes that there is no need to pay too much attention to the forecast in two years.</p><p>\"I'm watching the gold market, and now may be a good time to buy.\" Milling-Stanley said, \"I've seen a lot of panic selling in gold, and I don't think this will last long. While the market is expecting higher inflation and rate hike, but they completely ignore the fact that rate hike will have to wait until at least two years from now, and a lot will happen in two years.\"</p><p>Milling-Stanley added that once this panic selling is over, gold prices will still have good support and are expected to rebound above $1,900 and above $2,000 before the end of the year.</p><p>He also said that many of the Fed's forecasts depend on inflation, and if inflation falls back to between 2% and 3%, the Fed will not rush to rate hike.</p><p>Even if the Fed enters the rate hike channel, Milling-Stanley thinks gold will do well. \"The last time the Federal Reserve was in a rate hike channel was between December 2015 and December 2018, during which period gold rose 21%, from $1,050 to $1,270.\"</p><p>As of writing, gold futures were trading at $1,785, up slightly by 0.59% during the day.</p><p><strong>[This article comes from Yingwei Caiqing Investing.com, please log in to cn.Investing.com or download Yingwei Caiqing App to read more]</strong></p><p><strong>Recommended Reading</strong></p><p><strong>Heavy! The Fed suddenly raises two major interest rates, predicts two rate hike by the end of 2023</strong></p><p><strong>May economic data comments: How much pressure is the economic slowdown?</strong></p><p><strong>Economic data fell short of expectations, but interest rates rose instead?</strong></p><p><strong>Zhang Yu: The difference in \"loosening\" between China and the United States in May is also different in the future</strong></p><p><strong>(Editor: Chen Han)</strong></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cn.investing.com/news/commodities-news/article-2026820\">英为财情</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a710f0e16d2fb84784400d545feef76f","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR","DUST":"二倍做空黄金矿业指数ETF-Direxion","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares"},"source_url":"https://cn.investing.com/news/commodities-news/article-2026820","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144572796","content_text":"英为财情Investing.com –由于美联储加息预期以及美元走强，周三贵金属市场遭遇恐慌性抛售，黄金期货一度跌近5%下破1770美元，钯金甚至大跌10%。\n道富环球投资管理公司首席黄金分析师Milling-Stanley认为，投资者对加息预期反应过度。他认为，不需要过多关注两年后的预测。\n“我正在关注黄金市场，现在可能是买入的好时机。”Milling-Stanley表示，“我看到了黄金大量恐慌性抛售，我认为这种情况不会持续太久。虽然市场预期会有更高的通胀和加息，但他们完全忽略了一个事实，即加息至少要等到两年之后，两年内会发生很多事情。”\nMilling-Stanley补充称，一旦这种恐慌性抛售结束，金价仍将具有良好的支撑，有望反弹到1900美元上方，并在年底前升至2000美元上方。\n他还表示，美联储很多预测都取决于通胀情况，如果通胀回落到2%-3%之间，美联储不会急于加息。\n即使美联储进入加息通道，Milling-Stanley也认为黄金表现将不错。“美联储上一次处于加息通道是2015年12月至2018年12月之间，黄金在那期间累计上涨了21%，从1050美元升至1270美元。”\n截至撰稿，黄金期货交投于1785美元，日内微涨0.59%。\n【本文来自英为财情Investing.com，阅读更多请登录cn.Investing.com或下载英为财情 App】\n推荐阅读\n重磅！美联储突然提高两大利率，预测2023年底两次加息\n5月经济数据点评：经济放缓的压力有多大？\n经济数据不及预期，利率反而上行？\n张瑜：中美5月“松”的不同，未来也不同\n（编辑：陈涵）","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"IAU":0.6,"SGCmain":0.6,"GLD":0.6,"NUGT":0.6,"SGUmain":0.6,"DUST":0.6,"GDX":0.6,"GCmain":1,"MGCmain":1}},"isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164156049,"gmtCreate":1624183887381,"gmtModify":1703830301459,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Dhej","listText":"Dhej","text":"Dhej","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164156049","repostId":"2144720142","repostType":4,"isVote":1,"tweetType":1,"viewCount":1124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164158584,"gmtCreate":1624183869748,"gmtModify":1703830300642,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ddi","listText":"Ddi","text":"Ddi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164158584","repostId":"2144277819","repostType":4,"repost":{"id":"2144277819","kind":"highlight","pubTimestamp":1624007114,"share":"https://ttm.financial/m/news/2144277819?lang=en_US&edition=fundamental","pubTime":"2021-06-18 17:05","market":"us","language":"zh","title":"Pre-market changes: Gold stocks collectively rose, Barrick Gold and Jintian rose more than 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2144277819","media":"英为财情","summary":"英为财情Investing.com –尽管黄金期货周四大跌近5%，但黄金股在周五美股盘前仍然集体走高。巴里克黄金  、金田 均涨超2%，哈莫尼黄金 涨近2%。道富环球投资管理公司首席黄金分析师Milling-Stanley表示，投资者对加息预期反应过度，现在正是买入黄金的好时机。他认为，在恐慌性抛售结束后，金价将获得良好支撑，有望反弹到1900美元上方。美联储突然提高两大利率，预测2023年底两次加息。经济数据不及预期，利率反而上行？","content":"<p><html><body><strong>Investing.com-</strong>Although gold futures fell nearly 5% on Thursday, gold stocks still collectively rose before the U.S. stock market opened on Friday.<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>(NYSE: GOLD),<a href=\"https://laohu8.com/S/GFI\">Jintian</a>(NYSE: GFI) both rose more than 2%,<a href=\"https://laohu8.com/S/HMY\">Harmony Gold</a>(NYSE: HMY) rose nearly 2%.</p><p>State Street<a href=\"https://laohu8.com/S/B73.SI\">Global Investment</a>Milling-Stanley, chief gold analyst at the management company, said investors are overreacting to rate hike expectations and now is a good time to buy gold. He believes that after the panic selling ends, the price of gold will get good support and is expected to rebound above $1,900.</p><p><strong>[This article comes from Yingwei Caiqing Investing.com, please log in to cn.Investing.com or download Yingwei Caiqing App to read more]</strong></p><p><strong>Recommended Reading</strong></p><p><strong>Heavy! The Fed suddenly raises two major interest rates, predicts two rate hike by the end of 2023</strong></p><p><strong>May economic data comments: How much pressure is the economic slowdown?</strong></p><p><strong>Economic data fell short of expectations, but interest rates rose instead?</strong></p><p><strong>Zhang Yu: The difference in \"loosening\" between China and the United States in May is also different in the future</strong></p><p><strong>(Editor: Chen Han)</strong></p><p></body></html></p>","source":"investing_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-market changes: Gold stocks collectively rose, Barrick Gold and Jintian rose more than 2%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-market changes: Gold stocks collectively rose, Barrick Gold and Jintian rose more than 2%\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">英为财情</strong><span class=\"h-time small\">2021-06-18 17:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><strong>Investing.com-</strong>Although gold futures fell nearly 5% on Thursday, gold stocks still collectively rose before the U.S. stock market opened on Friday.<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>(NYSE: GOLD),<a href=\"https://laohu8.com/S/GFI\">Jintian</a>(NYSE: GFI) both rose more than 2%,<a href=\"https://laohu8.com/S/HMY\">Harmony Gold</a>(NYSE: HMY) rose nearly 2%.</p><p>State Street<a href=\"https://laohu8.com/S/B73.SI\">Global Investment</a>Milling-Stanley, chief gold analyst at the management company, said investors are overreacting to rate hike expectations and now is a good time to buy gold. He believes that after the panic selling ends, the price of gold will get good support and is expected to rebound above $1,900.</p><p><strong>[This article comes from Yingwei Caiqing Investing.com, please log in to cn.Investing.com or download Yingwei Caiqing App to read more]</strong></p><p><strong>Recommended Reading</strong></p><p><strong>Heavy! The Fed suddenly raises two major interest rates, predicts two rate hike by the end of 2023</strong></p><p><strong>May economic data comments: How much pressure is the economic slowdown?</strong></p><p><strong>Economic data fell short of expectations, but interest rates rose instead?</strong></p><p><strong>Zhang Yu: The difference in \"loosening\" between China and the United States in May is also different in the future</strong></p><p><strong>(Editor: Chen Han)</strong></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cn.investing.com/news/stock-market-news/article-2026852\">英为财情</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c307757575ffe3d6ca9295ced646627f","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","IAU":"黄金信托ETF-iShares","NUGT":"二倍做多黄金矿业指数ETF-Direxion","GDX":"黄金矿业ETF-VanEck","GOLD":"Gold.com","GLD":"黄金ETF-SPDR","DUST":"二倍做空黄金矿业指数ETF-Direxion","GFI":"金田"},"source_url":"https://cn.investing.com/news/stock-market-news/article-2026852","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144277819","content_text":"英为财情Investing.com –尽管黄金期货周四大跌近5%，但黄金股在周五美股盘前仍然集体走高。巴里克黄金  (NYSE:GOLD)、金田 (NYSE:GFI)均涨超2%，哈莫尼黄金 (NYSE:HMY)涨近2%。\n道富环球投资管理公司首席黄金分析师Milling-Stanley表示，投资者对加息预期反应过度，现在正是买入黄金的好时机。他认为，在恐慌性抛售结束后，金价将获得良好支撑，有望反弹到1900美元上方。\n【本文来自英为财情Investing.com，阅读更多请登录cn.Investing.com或下载英为财情 App】\n推荐阅读\n重磅！美联储突然提高两大利率，预测2023年底两次加息\n5月经济数据点评：经济放缓的压力有多大？\n经济数据不及预期，利率反而上行？\n张瑜：中美5月“松”的不同，未来也不同\n（编辑：陈涵）","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"MGCmain":1,"GCmain":1,"DUST":0.6,"NUGT":0.6,"GDX":0.6,"GOLD":1,"GLD":0.6,"SGUmain":0.6,"GFI":1,"IAU":0.6,"ABX":1,"SGCmain":0.6}},"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164158275,"gmtCreate":1624183856497,"gmtModify":1703830300806,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Nddn","listText":"Nddn","text":"Nddn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164158275","repostId":"2144277819","repostType":4,"repost":{"id":"2144277819","kind":"highlight","pubTimestamp":1624007114,"share":"https://ttm.financial/m/news/2144277819?lang=en_US&edition=fundamental","pubTime":"2021-06-18 17:05","market":"us","language":"zh","title":"Pre-market changes: Gold stocks collectively rose, Barrick Gold and Jintian rose more than 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2144277819","media":"英为财情","summary":"英为财情Investing.com –尽管黄金期货周四大跌近5%，但黄金股在周五美股盘前仍然集体走高。巴里克黄金  、金田 均涨超2%，哈莫尼黄金 涨近2%。道富环球投资管理公司首席黄金分析师Milling-Stanley表示，投资者对加息预期反应过度，现在正是买入黄金的好时机。他认为，在恐慌性抛售结束后，金价将获得良好支撑，有望反弹到1900美元上方。美联储突然提高两大利率，预测2023年底两次加息。经济数据不及预期，利率反而上行？","content":"<p><html><body><strong>Investing.com-</strong>Although gold futures fell nearly 5% on Thursday, gold stocks still collectively rose before the U.S. stock market opened on Friday.<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>(NYSE: GOLD),<a href=\"https://laohu8.com/S/GFI\">Jintian</a>(NYSE: GFI) both rose more than 2%,<a href=\"https://laohu8.com/S/HMY\">Harmony Gold</a>(NYSE: HMY) rose nearly 2%.</p><p>State Street<a href=\"https://laohu8.com/S/B73.SI\">Global Investment</a>Milling-Stanley, chief gold analyst at the management company, said investors are overreacting to rate hike expectations and now is a good time to buy gold. He believes that after the panic selling ends, the price of gold will get good support and is expected to rebound above $1,900.</p><p><strong>[This article comes from Yingwei Caiqing Investing.com, please log in to cn.Investing.com or download Yingwei Caiqing App to read more]</strong></p><p><strong>Recommended Reading</strong></p><p><strong>Heavy! The Fed suddenly raises two major interest rates, predicts two rate hike by the end of 2023</strong></p><p><strong>May economic data comments: How much pressure is the economic slowdown?</strong></p><p><strong>Economic data fell short of expectations, but interest rates rose instead?</strong></p><p><strong>Zhang Yu: The difference in \"loosening\" between China and the United States in May is also different in the future</strong></p><p><strong>(Editor: Chen Han)</strong></p><p></body></html></p>","source":"investing_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-market changes: Gold stocks collectively rose, Barrick Gold and Jintian rose more than 2%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-market changes: Gold stocks collectively rose, Barrick Gold and Jintian rose more than 2%\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">英为财情</strong><span class=\"h-time small\">2021-06-18 17:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><strong>Investing.com-</strong>Although gold futures fell nearly 5% on Thursday, gold stocks still collectively rose before the U.S. stock market opened on Friday.<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>(NYSE: GOLD),<a href=\"https://laohu8.com/S/GFI\">Jintian</a>(NYSE: GFI) both rose more than 2%,<a href=\"https://laohu8.com/S/HMY\">Harmony Gold</a>(NYSE: HMY) rose nearly 2%.</p><p>State Street<a href=\"https://laohu8.com/S/B73.SI\">Global Investment</a>Milling-Stanley, chief gold analyst at the management company, said investors are overreacting to rate hike expectations and now is a good time to buy gold. He believes that after the panic selling ends, the price of gold will get good support and is expected to rebound above $1,900.</p><p><strong>[This article comes from Yingwei Caiqing Investing.com, please log in to cn.Investing.com or download Yingwei Caiqing App to read more]</strong></p><p><strong>Recommended Reading</strong></p><p><strong>Heavy! The Fed suddenly raises two major interest rates, predicts two rate hike by the end of 2023</strong></p><p><strong>May economic data comments: How much pressure is the economic slowdown?</strong></p><p><strong>Economic data fell short of expectations, but interest rates rose instead?</strong></p><p><strong>Zhang Yu: The difference in \"loosening\" between China and the United States in May is also different in the future</strong></p><p><strong>(Editor: Chen Han)</strong></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cn.investing.com/news/stock-market-news/article-2026852\">英为财情</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c307757575ffe3d6ca9295ced646627f","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","IAU":"黄金信托ETF-iShares","NUGT":"二倍做多黄金矿业指数ETF-Direxion","GDX":"黄金矿业ETF-VanEck","GOLD":"Gold.com","GLD":"黄金ETF-SPDR","DUST":"二倍做空黄金矿业指数ETF-Direxion","GFI":"金田"},"source_url":"https://cn.investing.com/news/stock-market-news/article-2026852","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144277819","content_text":"英为财情Investing.com –尽管黄金期货周四大跌近5%，但黄金股在周五美股盘前仍然集体走高。巴里克黄金  (NYSE:GOLD)、金田 (NYSE:GFI)均涨超2%，哈莫尼黄金 (NYSE:HMY)涨近2%。\n道富环球投资管理公司首席黄金分析师Milling-Stanley表示，投资者对加息预期反应过度，现在正是买入黄金的好时机。他认为，在恐慌性抛售结束后，金价将获得良好支撑，有望反弹到1900美元上方。\n【本文来自英为财情Investing.com，阅读更多请登录cn.Investing.com或下载英为财情 App】\n推荐阅读\n重磅！美联储突然提高两大利率，预测2023年底两次加息\n5月经济数据点评：经济放缓的压力有多大？\n经济数据不及预期，利率反而上行？\n张瑜：中美5月“松”的不同，未来也不同\n（编辑：陈涵）","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"MGCmain":1,"GCmain":1,"DUST":0.6,"NUGT":0.6,"GDX":0.6,"GOLD":1,"GLD":0.6,"SGUmain":0.6,"GFI":1,"IAU":0.6,"ABX":1,"SGCmain":0.6}},"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165119241,"gmtCreate":1624105039083,"gmtModify":1703828879352,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Bj","listText":"Bj","text":"Bj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165119241","repostId":"2144773990","repostType":4,"repost":{"id":"2144773990","kind":"news","pubTimestamp":1624009905,"share":"https://ttm.financial/m/news/2144773990?lang=en_US&edition=fundamental","pubTime":"2021-06-18 17:51","market":"hk","language":"zh","title":"Gold prices plummet, U.S. gold stocks crashed, how did A shares react?","url":"https://stock-news.laohu8.com/highlight/detail?id=2144773990","media":"同花顺财经","summary":"黄金价格暴跌 美股黄金股闪崩 A股反应如何 来源：银柿财经6月18日，A股黄金行业板块个股涨跌不一。受此影响，当日美股黄金股表现低迷。华泰期货的研报表示，此次黄金价格在美联储利率决议之后的回落，更多的是市场对于美联储关于对于未来经济增长超预期的乐观展望所致，而非是源于联储对于货币政策导向有着根本性的变更的指引。","content":"<p><html><body>Original title: Gold prices plummeted, US gold stocks flash crashed, how did A shares react? Source: Yinshi Finance</p><p>On June 18, individual stocks in the A-share gold industry sector were mixed. As of the close,<a href=\"https://laohu8.com/S/601899\">Zijin Mining</a>(601899. SH) fell 1.01%,<a href=\"https://laohu8.com/S/600988\">Chifeng Gold</a>(600988. SH) fell 0.58%,<a href=\"https://laohu8.com/S/600547\">Shandong Gold</a>(600547. SH) fell 0.46%,<a href=\"https://laohu8.com/S/600489\">CICC Gold</a>(600489. SH),<a href=\"https://laohu8.com/S/000975\">Yintai Gold</a>(000975. SZ) followed suit,<a href=\"https://laohu8.com/S/600311\">ST Ronghua</a>(600311. SH) rose 4.07%,<a href=\"https://laohu8.com/S/002237\">Hengbang Shares</a>(002237. SZ) rose 1.38%,<a href=\"https://laohu8.com/S/002155\">Hunan Gold</a>(002155. SZ) and other stocks rose slightly.</p><p>On the news side, yesterday evening, regardless of futures and spot prices, gold and silver prices plunged one after another.</p><p>New York Mercantile Exchange (COMEX) gold futures closed down $86.60, or 4.65%, to $1,774.80 an ounce, a new low since the end of April, and spot gold also fell more than 2%.</p><p>COMEX silver futures fell 7.03% to $25.86 per ounce, a new low since April 20, and spot silver fell more than 4%.</p><p>Affected by this, the performance of U.S. gold stocks was sluggish that day. Gold mining companies<a href=\"https://laohu8.com/S/NEM\">Newman Mining</a>(NEM.US) fell 6.98%,<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>(GOLD.US) fell 6.33%, Anglo Gold (AU.US) fell 4.28%</p><p>Industry insiders said investors are selling gold as the market expects the Federal Reserve to take inflation more seriously and take more aggressive measures to reduce inflation. In addition, higher interest rates will benefit assets such as bonds, which will reduce the attractiveness of gold.</p><p>Previously, the Federal Reserve announced its latest interest rate decision, maintaining the benchmark interest rate of 0.25% and the bond purchase plan unchanged, raising the IOER and overnight reverse repurchase rate, and raising inflation expectations for this year and next.</p><p>At the same time, according to the Fed's \"interest rate dot plot\", the Fed's rate hike is expected to be advanced, and it is expected that there will be two rate hike before the end of 2023. Federal Reserve Chairman Jerome Powell also said at a news conference that officials have begun discussions about tapering the bond purchase program.</p><p>Huatai Futures' research report stated that the fall in gold prices after the Federal Reserve's interest rate decision was more due to the market's optimistic outlook for the Federal Reserve's future economic growth exceeding expectations, rather than the Fed's guidance on monetary policy. Guidance for fundamental changes. On the night when the results of the interest rate decision were announced, the changes in long-term U.S. bond yields were actually very limited, which shows that the market has ignored the pricing logic of interest rates in the short term.</p><p></body></html></p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gold prices plummet, U.S. gold stocks crashed, how did A shares react?</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\">\nGold prices plummet, U.S. gold stocks crashed, how did A shares react?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">同花顺财经</strong><span class=\"h-time small\">2021-06-18 17:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Original title: Gold prices plummeted, US gold stocks flash crashed, how did A shares react? Source: Yinshi Finance</p><p>On June 18, individual stocks in the A-share gold industry sector were mixed. As of the close,<a href=\"https://laohu8.com/S/601899\">Zijin Mining</a>(601899. SH) fell 1.01%,<a href=\"https://laohu8.com/S/600988\">Chifeng Gold</a>(600988. SH) fell 0.58%,<a href=\"https://laohu8.com/S/600547\">Shandong Gold</a>(600547. SH) fell 0.46%,<a href=\"https://laohu8.com/S/600489\">CICC Gold</a>(600489. SH),<a href=\"https://laohu8.com/S/000975\">Yintai Gold</a>(000975. SZ) followed suit,<a href=\"https://laohu8.com/S/600311\">ST Ronghua</a>(600311. SH) rose 4.07%,<a href=\"https://laohu8.com/S/002237\">Hengbang Shares</a>(002237. SZ) rose 1.38%,<a href=\"https://laohu8.com/S/002155\">Hunan Gold</a>(002155. SZ) and other stocks rose slightly.</p><p>On the news side, yesterday evening, regardless of futures and spot prices, gold and silver prices plunged one after another.</p><p>New York Mercantile Exchange (COMEX) gold futures closed down $86.60, or 4.65%, to $1,774.80 an ounce, a new low since the end of April, and spot gold also fell more than 2%.</p><p>COMEX silver futures fell 7.03% to $25.86 per ounce, a new low since April 20, and spot silver fell more than 4%.</p><p>Affected by this, the performance of U.S. gold stocks was sluggish that day. Gold mining companies<a href=\"https://laohu8.com/S/NEM\">Newman Mining</a>(NEM.US) fell 6.98%,<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>(GOLD.US) fell 6.33%, Anglo Gold (AU.US) fell 4.28%</p><p>Industry insiders said investors are selling gold as the market expects the Federal Reserve to take inflation more seriously and take more aggressive measures to reduce inflation. In addition, higher interest rates will benefit assets such as bonds, which will reduce the attractiveness of gold.</p><p>Previously, the Federal Reserve announced its latest interest rate decision, maintaining the benchmark interest rate of 0.25% and the bond purchase plan unchanged, raising the IOER and overnight reverse repurchase rate, and raising inflation expectations for this year and next.</p><p>At the same time, according to the Fed's \"interest rate dot plot\", the Fed's rate hike is expected to be advanced, and it is expected that there will be two rate hike before the end of 2023. Federal Reserve Chairman Jerome Powell also said at a news conference that officials have begun discussions about tapering the bond purchase program.</p><p>Huatai Futures' research report stated that the fall in gold prices after the Federal Reserve's interest rate decision was more due to the market's optimistic outlook for the Federal Reserve's future economic growth exceeding expectations, rather than the Fed's guidance on monetary policy. Guidance for fundamental changes. On the night when the results of the interest rate decision were announced, the changes in long-term U.S. bond yields were actually very limited, which shows that the market has ignored the pricing logic of interest rates in the short term.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-18/doc-ikqciyzk0403936.shtml\">同花顺财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","IAU":"黄金信托ETF-iShares","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR","NUGT":"二倍做多黄金矿业指数ETF-Direxion","DUST":"二倍做空黄金矿业指数ETF-Direxion"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-18/doc-ikqciyzk0403936.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144773990","content_text":"原标题：黄金价格暴跌 美股黄金股闪崩 A股反应如何 来源：银柿财经6月18日，A股黄金行业板块个股涨跌不一。截至收盘，紫金矿业（601899.SH）下跌1.01%，赤峰黄金（600988.SH）下跌0.58%，山东黄金（600547.SH）下跌0.46%，中金黄金（600489.SH）、银泰黄金（000975.SZ）跟跌，ST荣华（600311.SH）上涨4.07%，恒邦股份（002237.SZ）上涨1.38%，湖南黄金（002155.SZ）等股小幅上涨。消息面上来看，昨日晚间，不论期货现货，黄金、白银价格纷纷跳水。纽约商业交易所（COMEX）黄金期货收盘暴跌86.60美元，跌幅达4.65%，报1774.80美元/盎司，创4月底以来的新低，现货黄金也跌超2%。COMEX白银期货更是大跌7.03%，报25.86美元/盎司，创4月20日以来新低，现货白银跌逾4%。受此影响，当日美股黄金股表现低迷。金矿公司纽曼矿业（NEM.US）大跌6.98%，巴里克黄金（GOLD.US）大跌6.33%，盎格鲁黄金（AU.US）大跌4.28%有业内人士表示，由于市场预计美联储将更加严肃地对待通胀问题，并采取更积极的措施降低通货膨胀，投资者正在抛售黄金。此外，更高的利率将会使得债券等资产受益，这将降低黄金的吸引力。此前美联储公布最新利率决议，维持0 0.25%的基准利率以及购债计划不变，上调IOER和隔夜逆回购利率，并上调了今明两年的通胀预期。与此同时，根据美联储的“利率点阵图”，美联储加息预期有所提前，预计2023年末之前将加息两次。美联储主席鲍威尔在新闻发布会上还表示，官员们已经开始讨论缩减购债计划。华泰期货的研报表示，此次黄金价格在美联储利率决议之后的回落，更多的是市场对于美联储关于对于未来经济增长超预期的乐观展望所致，而非是源于联储对于货币政策导向有着根本性的变更的指引。利率决议结果公布当晚，长端美债收益率变化实则十分有限，可见市场短期内对于利率端的定价逻辑有所忽略。","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"IAU":0.6,"SGCmain":0.6,"GDX":0.6,"GCmain":1,"NUGT":0.6,"MGCmain":1,"SGUmain":0.6,"GLD":0.6,"DUST":0.6}},"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165119883,"gmtCreate":1624105024842,"gmtModify":1703828879024,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165119883","repostId":"2144720142","repostType":4,"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165119179,"gmtCreate":1624105011791,"gmtModify":1703828878698,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Bb","listText":"Bb","text":"Bb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165119179","repostId":"2144722772","repostType":4,"repost":{"id":"2144722772","kind":"news","pubTimestamp":1624001100,"share":"https://ttm.financial/m/news/2144722772?lang=en_US&edition=fundamental","pubTime":"2021-06-18 15:25","market":"hk","language":"zh","title":"Deng Yinghai: There is a technical need for repair in international gold prices. Analysis of the latest gold trend","url":"https://stock-news.laohu8.com/highlight/detail?id=2144722772","media":"新浪财经","summary":"6月18日，周五，国际金价小幅反弹，但此前两个交易日连续重挫，美联储就潜在货币政策调整释放出的鹰派信息支撑了美元和债券，削弱了黄金作为通胀对冲的吸引力。技术上看走势存在修复需求，金价短线或反弹至1803美元。　　金价本周累计跌幅近5%，或创下2020年3月以来最差周度表现；美指本周累计上涨逾1.6%，有望录得2020年9月以来最大周阳线；10年期美债收益率稳于1.50%以上，增加了持有无息黄金的机会成本。","content":"<p><html><body><div>Friday, June 18, International<span>Gold Price</span><span></span>It rebounded slightly, but after two consecutive trading days of sharp losses, hawkish messages from the Federal Reserve on potential monetary policy adjustments supported the dollar and bonds, weakening gold's attractiveness as an inflation hedge. Technically, there is a demand for repair in the trend, and the price of gold may rebound to $1,803 in the short term.</p><p>At 14:02 Beijing time, spot gold rose 0.57% to US $1,783.67 per ounce; The main COMEX gold futures contract rose 0.51% to $1,783.7 per ounce; The US Dollar Index rose 0.05% to 91.956.</p><p>Gold prices have fallen by nearly 5% this week, or their worst weekly performance since March 2020; The U.S. index has risen by more than 1.6% this week, and is expected to record the largest weekly positive line since September 2020; The 10-year U.S. Treasury yield remained steady above 1.50%, increasing the opportunity cost of holding interest-free gold.</p><p>Federal Reserve officials have begun to send out the message of withdrawing from ultra-loose monetary policy. So far, the exit has been relatively smooth, but they also suggest that this tightening will come faster than the previous crisis.</p><p>Gold trend analysis:</p><p>After the sharp drop, gold needs to be shocked and corrected, and the line looks at the rebound. In early trading, the current price of 1781 rose to 1787 as scheduled for harvest. There is a 30-minute small double-bottom structure. The fall of gold in the European market relies on the support of 1775. Pay attention to the pressure of the 1800 integer mark above!</p><p>The downward trend of gold has not ended, but there is no market that only falls but does not rise. After the sharp drop, it also needs to rebound and fluctuate to correct, and re-accumulate strength! Yesterday, gold received obvious support at the position of 1770. Today, there was a small unilateral rebound and the understanding of short profit-taking, which caused the short-term market to fall into shock. However, the extent of the rebound is still uncertain, and the obvious pressure above is the position of 1800!</p><p>In the short term, gold looks at the rebound first, then empty after encountering resistance above, fluctuating trend, selling high and buying low, flexible response! In the general direction, it is still dominated by high altitude, supplemented by low altitude! As I said in the early trading, there are only two situations where you can do more boldly with confidence, the first is deep V, and the second is the big sun pull up!</p><p>If the European market breaks through 1800 strongly, we will re-examine the current market and announce the current price strategy as soon as possible. At present, the short-term gold is strong, so step back first! Defend the support of 1770!</p><p><div></div><font><a href=\"https://laohu8.com/S/SINA\">SINA</a>Disclaimer: Sina.com publishes this article for the purpose of conveying more information, which does not mean that it agrees with its views or confirms its description. The content of the article is for reference only and does not constitute investment advice. Investors operate accordingly at their own risk.</font><div><div><img src=\"\"/></div><div>Massive information and accurate interpretation, all in Sina Finance APP</div></div>Editor in charge: Chen Ping</p><p></div></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>Deng Yinghai: There is a technical need for repair in international gold prices. Analysis of the latest gold trend</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\">\nDeng Yinghai: There is a technical need for repair in international gold prices. Analysis of the latest gold trend\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-06-18 15:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div>Friday, June 18, International<span>Gold Price</span><span></span>It rebounded slightly, but after two consecutive trading days of sharp losses, hawkish messages from the Federal Reserve on potential monetary policy adjustments supported the dollar and bonds, weakening gold's attractiveness as an inflation hedge. Technically, there is a demand for repair in the trend, and the price of gold may rebound to $1,803 in the short term.</p><p>At 14:02 Beijing time, spot gold rose 0.57% to US $1,783.67 per ounce; The main COMEX gold futures contract rose 0.51% to $1,783.7 per ounce; The US Dollar Index rose 0.05% to 91.956.</p><p>Gold prices have fallen by nearly 5% this week, or their worst weekly performance since March 2020; The U.S. index has risen by more than 1.6% this week, and is expected to record the largest weekly positive line since September 2020; The 10-year U.S. Treasury yield remained steady above 1.50%, increasing the opportunity cost of holding interest-free gold.</p><p>Federal Reserve officials have begun to send out the message of withdrawing from ultra-loose monetary policy. So far, the exit has been relatively smooth, but they also suggest that this tightening will come faster than the previous crisis.</p><p>Gold trend analysis:</p><p>After the sharp drop, gold needs to be shocked and corrected, and the line looks at the rebound. In early trading, the current price of 1781 rose to 1787 as scheduled for harvest. There is a 30-minute small double-bottom structure. The fall of gold in the European market relies on the support of 1775. Pay attention to the pressure of the 1800 integer mark above!</p><p>The downward trend of gold has not ended, but there is no market that only falls but does not rise. After the sharp drop, it also needs to rebound and fluctuate to correct, and re-accumulate strength! Yesterday, gold received obvious support at the position of 1770. Today, there was a small unilateral rebound and the understanding of short profit-taking, which caused the short-term market to fall into shock. However, the extent of the rebound is still uncertain, and the obvious pressure above is the position of 1800!</p><p>In the short term, gold looks at the rebound first, then empty after encountering resistance above, fluctuating trend, selling high and buying low, flexible response! In the general direction, it is still dominated by high altitude, supplemented by low altitude! As I said in the early trading, there are only two situations where you can do more boldly with confidence, the first is deep V, and the second is the big sun pull up!</p><p>If the European market breaks through 1800 strongly, we will re-examine the current market and announce the current price strategy as soon as possible. At present, the short-term gold is strong, so step back first! Defend the support of 1770!</p><p><div></div><font><a href=\"https://laohu8.com/S/SINA\">SINA</a>Disclaimer: Sina.com publishes this article for the purpose of conveying more information, which does not mean that it agrees with its views or confirms its description. The content of the article is for reference only and does not constitute investment advice. Investors operate accordingly at their own risk.</font><div><div><img src=\"\"/></div><div>Massive information and accurate interpretation, all in Sina Finance APP</div></div>Editor in charge: Chen Ping</p><p></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/money/nmetal/hjfx/2021-06-18/doc-ikqcfnca1774746.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1d244c78090ebb3923bbecebff5ffcb8","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR","DUST":"二倍做空黄金矿业指数ETF-Direxion","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares"},"source_url":"https://finance.sina.com.cn/money/nmetal/hjfx/2021-06-18/doc-ikqcfnca1774746.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2144722772","content_text":"6月18日，周五，国际金价小幅反弹，但此前两个交易日连续重挫，美联储就潜在货币政策调整释放出的鹰派信息支撑了美元和债券，削弱了黄金作为通胀对冲的吸引力。技术上看走势存在修复需求，金价短线或反弹至1803美元。\n　　北京时间14：02，现货黄金上涨0.57%至1783.67美元/盎司；COMEX期金主力合约上涨0.51%至1783.7美元/盎司；美元指数上浮0.05%至91.956。\n　　金价本周累计跌幅近5%，或创下2020年3月以来最差周度表现；美指本周累计上涨逾1.6%，有望录得2020年9月以来最大周阳线；10年期美债收益率稳于1.50%以上，增加了持有无息黄金的机会成本。\n　　美联储官员已经已经开始释出退出超级宽松货币政策的讯息。到目前为止，退出举动相对平顺，但他们也暗示这次收紧的速度会较前上次危机来得快。\n　　黄金走势分析：\n　　黄金大跌后需要震荡修正，线看反弹，早盘1781现价多单如期涨至1787一线收割，30分钟小双底结构，黄金欧盘回落依托1775支撑再多，上方关注1800整数关口压力！\n　　黄金趋势下跌没有结束，但没有只跌不涨的行情，大跌后同样也需要反弹震荡修正，重新积蓄力量！而昨日黄金在1770位置获得明显支撑，今日单边小反弹，空头获利盘的了解，使短线行情陷入震荡的，但反弹的幅度尚不确定，上方明显的压力就是1800位置！\n　　短线黄金看反弹先多，上方遇阻后再空，震荡走势，高抛低吸操作，灵活应对！大方向上还是以高空为主，低多为辅！早盘说过，只有两种情况下才可以放心大胆干多，第一种就是深V，第二种就是大阳拉升！\n　　如果欧盘强势突破1800，我们则会重新审视当前的行情也会在第一时间公布现价策略，当前短线黄金强势，回踩先多！防守1770的支撑！\n\n\n新浪声明：新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈平","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"GCmain":1,"DUST":0.6,"SGUmain":0.6,"IAU":0.6,"SGCmain":0.6,"GDX":0.6,"GLD":0.6,"MGCmain":1,"NUGT":0.6}},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165119080,"gmtCreate":1624104999940,"gmtModify":1703828878368,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Hh","listText":"Hh","text":"Hh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165119080","repostId":"2144773990","repostType":4,"repost":{"id":"2144773990","kind":"news","pubTimestamp":1624009905,"share":"https://ttm.financial/m/news/2144773990?lang=en_US&edition=fundamental","pubTime":"2021-06-18 17:51","market":"hk","language":"zh","title":"Gold prices plummet, U.S. gold stocks crashed, how did A shares react?","url":"https://stock-news.laohu8.com/highlight/detail?id=2144773990","media":"同花顺财经","summary":"黄金价格暴跌 美股黄金股闪崩 A股反应如何 来源：银柿财经6月18日，A股黄金行业板块个股涨跌不一。受此影响，当日美股黄金股表现低迷。华泰期货的研报表示，此次黄金价格在美联储利率决议之后的回落，更多的是市场对于美联储关于对于未来经济增长超预期的乐观展望所致，而非是源于联储对于货币政策导向有着根本性的变更的指引。","content":"<p><html><body>Original title: Gold prices plummeted, US gold stocks flash crashed, how did A shares react? Source: Yinshi Finance</p><p>On June 18, individual stocks in the A-share gold industry sector were mixed. As of the close,<a href=\"https://laohu8.com/S/601899\">Zijin Mining</a>(601899. SH) fell 1.01%,<a href=\"https://laohu8.com/S/600988\">Chifeng Gold</a>(600988. SH) fell 0.58%,<a href=\"https://laohu8.com/S/600547\">Shandong Gold</a>(600547. SH) fell 0.46%,<a href=\"https://laohu8.com/S/600489\">CICC Gold</a>(600489. SH),<a href=\"https://laohu8.com/S/000975\">Yintai Gold</a>(000975. SZ) followed suit,<a href=\"https://laohu8.com/S/600311\">ST Ronghua</a>(600311. SH) rose 4.07%,<a href=\"https://laohu8.com/S/002237\">Hengbang Shares</a>(002237. SZ) rose 1.38%,<a href=\"https://laohu8.com/S/002155\">Hunan Gold</a>(002155. SZ) and other stocks rose slightly.</p><p>On the news side, yesterday evening, regardless of futures and spot prices, gold and silver prices plunged one after another.</p><p>New York Mercantile Exchange (COMEX) gold futures closed down $86.60, or 4.65%, to $1,774.80 an ounce, a new low since the end of April, and spot gold also fell more than 2%.</p><p>COMEX silver futures fell 7.03% to $25.86 per ounce, a new low since April 20, and spot silver fell more than 4%.</p><p>Affected by this, the performance of U.S. gold stocks was sluggish that day. Gold mining companies<a href=\"https://laohu8.com/S/NEM\">Newman Mining</a>(NEM.US) fell 6.98%,<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>(GOLD.US) fell 6.33%, Anglo Gold (AU.US) fell 4.28%</p><p>Industry insiders said investors are selling gold as the market expects the Federal Reserve to take inflation more seriously and take more aggressive measures to reduce inflation. In addition, higher interest rates will benefit assets such as bonds, which will reduce the attractiveness of gold.</p><p>Previously, the Federal Reserve announced its latest interest rate decision, maintaining the benchmark interest rate of 0.25% and the bond purchase plan unchanged, raising the IOER and overnight reverse repurchase rate, and raising inflation expectations for this year and next.</p><p>At the same time, according to the Fed's \"interest rate dot plot\", the Fed's rate hike is expected to be advanced, and it is expected that there will be two rate hike before the end of 2023. Federal Reserve Chairman Jerome Powell also said at a news conference that officials have begun discussions about tapering the bond purchase program.</p><p>Huatai Futures' research report stated that the fall in gold prices after the Federal Reserve's interest rate decision was more due to the market's optimistic outlook for the Federal Reserve's future economic growth exceeding expectations, rather than the Fed's guidance on monetary policy. Guidance for fundamental changes. On the night when the results of the interest rate decision were announced, the changes in long-term U.S. bond yields were actually very limited, which shows that the market has ignored the pricing logic of interest rates in the short term.</p><p></body></html></p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gold prices plummet, U.S. gold stocks crashed, how did A shares react?</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\">\nGold prices plummet, U.S. gold stocks crashed, how did A shares react?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">同花顺财经</strong><span class=\"h-time small\">2021-06-18 17:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Original title: Gold prices plummeted, US gold stocks flash crashed, how did A shares react? Source: Yinshi Finance</p><p>On June 18, individual stocks in the A-share gold industry sector were mixed. As of the close,<a href=\"https://laohu8.com/S/601899\">Zijin Mining</a>(601899. SH) fell 1.01%,<a href=\"https://laohu8.com/S/600988\">Chifeng Gold</a>(600988. SH) fell 0.58%,<a href=\"https://laohu8.com/S/600547\">Shandong Gold</a>(600547. SH) fell 0.46%,<a href=\"https://laohu8.com/S/600489\">CICC Gold</a>(600489. SH),<a href=\"https://laohu8.com/S/000975\">Yintai Gold</a>(000975. SZ) followed suit,<a href=\"https://laohu8.com/S/600311\">ST Ronghua</a>(600311. SH) rose 4.07%,<a href=\"https://laohu8.com/S/002237\">Hengbang Shares</a>(002237. SZ) rose 1.38%,<a href=\"https://laohu8.com/S/002155\">Hunan Gold</a>(002155. SZ) and other stocks rose slightly.</p><p>On the news side, yesterday evening, regardless of futures and spot prices, gold and silver prices plunged one after another.</p><p>New York Mercantile Exchange (COMEX) gold futures closed down $86.60, or 4.65%, to $1,774.80 an ounce, a new low since the end of April, and spot gold also fell more than 2%.</p><p>COMEX silver futures fell 7.03% to $25.86 per ounce, a new low since April 20, and spot silver fell more than 4%.</p><p>Affected by this, the performance of U.S. gold stocks was sluggish that day. Gold mining companies<a href=\"https://laohu8.com/S/NEM\">Newman Mining</a>(NEM.US) fell 6.98%,<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>(GOLD.US) fell 6.33%, Anglo Gold (AU.US) fell 4.28%</p><p>Industry insiders said investors are selling gold as the market expects the Federal Reserve to take inflation more seriously and take more aggressive measures to reduce inflation. In addition, higher interest rates will benefit assets such as bonds, which will reduce the attractiveness of gold.</p><p>Previously, the Federal Reserve announced its latest interest rate decision, maintaining the benchmark interest rate of 0.25% and the bond purchase plan unchanged, raising the IOER and overnight reverse repurchase rate, and raising inflation expectations for this year and next.</p><p>At the same time, according to the Fed's \"interest rate dot plot\", the Fed's rate hike is expected to be advanced, and it is expected that there will be two rate hike before the end of 2023. Federal Reserve Chairman Jerome Powell also said at a news conference that officials have begun discussions about tapering the bond purchase program.</p><p>Huatai Futures' research report stated that the fall in gold prices after the Federal Reserve's interest rate decision was more due to the market's optimistic outlook for the Federal Reserve's future economic growth exceeding expectations, rather than the Fed's guidance on monetary policy. Guidance for fundamental changes. On the night when the results of the interest rate decision were announced, the changes in long-term U.S. bond yields were actually very limited, which shows that the market has ignored the pricing logic of interest rates in the short term.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-18/doc-ikqciyzk0403936.shtml\">同花顺财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","IAU":"黄金信托ETF-iShares","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR","NUGT":"二倍做多黄金矿业指数ETF-Direxion","DUST":"二倍做空黄金矿业指数ETF-Direxion"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-18/doc-ikqciyzk0403936.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144773990","content_text":"原标题：黄金价格暴跌 美股黄金股闪崩 A股反应如何 来源：银柿财经6月18日，A股黄金行业板块个股涨跌不一。截至收盘，紫金矿业（601899.SH）下跌1.01%，赤峰黄金（600988.SH）下跌0.58%，山东黄金（600547.SH）下跌0.46%，中金黄金（600489.SH）、银泰黄金（000975.SZ）跟跌，ST荣华（600311.SH）上涨4.07%，恒邦股份（002237.SZ）上涨1.38%，湖南黄金（002155.SZ）等股小幅上涨。消息面上来看，昨日晚间，不论期货现货，黄金、白银价格纷纷跳水。纽约商业交易所（COMEX）黄金期货收盘暴跌86.60美元，跌幅达4.65%，报1774.80美元/盎司，创4月底以来的新低，现货黄金也跌超2%。COMEX白银期货更是大跌7.03%，报25.86美元/盎司，创4月20日以来新低，现货白银跌逾4%。受此影响，当日美股黄金股表现低迷。金矿公司纽曼矿业（NEM.US）大跌6.98%，巴里克黄金（GOLD.US）大跌6.33%，盎格鲁黄金（AU.US）大跌4.28%有业内人士表示，由于市场预计美联储将更加严肃地对待通胀问题，并采取更积极的措施降低通货膨胀，投资者正在抛售黄金。此外，更高的利率将会使得债券等资产受益，这将降低黄金的吸引力。此前美联储公布最新利率决议，维持0 0.25%的基准利率以及购债计划不变，上调IOER和隔夜逆回购利率，并上调了今明两年的通胀预期。与此同时，根据美联储的“利率点阵图”，美联储加息预期有所提前，预计2023年末之前将加息两次。美联储主席鲍威尔在新闻发布会上还表示，官员们已经开始讨论缩减购债计划。华泰期货的研报表示，此次黄金价格在美联储利率决议之后的回落，更多的是市场对于美联储关于对于未来经济增长超预期的乐观展望所致，而非是源于联储对于货币政策导向有着根本性的变更的指引。利率决议结果公布当晚，长端美债收益率变化实则十分有限，可见市场短期内对于利率端的定价逻辑有所忽略。","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"IAU":0.6,"SGCmain":0.6,"GDX":0.6,"GCmain":1,"NUGT":0.6,"MGCmain":1,"SGUmain":0.6,"GLD":0.6,"DUST":0.6}},"isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165110523,"gmtCreate":1624104985462,"gmtModify":1703828878205,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Hbb","listText":"Hbb","text":"Hbb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165110523","repostId":"2144773990","repostType":4,"repost":{"id":"2144773990","kind":"news","pubTimestamp":1624009905,"share":"https://ttm.financial/m/news/2144773990?lang=en_US&edition=fundamental","pubTime":"2021-06-18 17:51","market":"hk","language":"zh","title":"Gold prices plummet, U.S. gold stocks crashed, how did A shares react?","url":"https://stock-news.laohu8.com/highlight/detail?id=2144773990","media":"同花顺财经","summary":"黄金价格暴跌 美股黄金股闪崩 A股反应如何 来源：银柿财经6月18日，A股黄金行业板块个股涨跌不一。受此影响，当日美股黄金股表现低迷。华泰期货的研报表示，此次黄金价格在美联储利率决议之后的回落，更多的是市场对于美联储关于对于未来经济增长超预期的乐观展望所致，而非是源于联储对于货币政策导向有着根本性的变更的指引。","content":"<p><html><body>Original title: Gold prices plummeted, US gold stocks flash crashed, how did A shares react? Source: Yinshi Finance</p><p>On June 18, individual stocks in the A-share gold industry sector were mixed. As of the close,<a href=\"https://laohu8.com/S/601899\">Zijin Mining</a>(601899. SH) fell 1.01%,<a href=\"https://laohu8.com/S/600988\">Chifeng Gold</a>(600988. SH) fell 0.58%,<a href=\"https://laohu8.com/S/600547\">Shandong Gold</a>(600547. SH) fell 0.46%,<a href=\"https://laohu8.com/S/600489\">CICC Gold</a>(600489. SH),<a href=\"https://laohu8.com/S/000975\">Yintai Gold</a>(000975. SZ) followed suit,<a href=\"https://laohu8.com/S/600311\">ST Ronghua</a>(600311. SH) rose 4.07%,<a href=\"https://laohu8.com/S/002237\">Hengbang Shares</a>(002237. SZ) rose 1.38%,<a href=\"https://laohu8.com/S/002155\">Hunan Gold</a>(002155. SZ) and other stocks rose slightly.</p><p>On the news side, yesterday evening, regardless of futures and spot prices, gold and silver prices plunged one after another.</p><p>New York Mercantile Exchange (COMEX) gold futures closed down $86.60, or 4.65%, to $1,774.80 an ounce, a new low since the end of April, and spot gold also fell more than 2%.</p><p>COMEX silver futures fell 7.03% to $25.86 per ounce, a new low since April 20, and spot silver fell more than 4%.</p><p>Affected by this, the performance of U.S. gold stocks was sluggish that day. Gold mining companies<a href=\"https://laohu8.com/S/NEM\">Newman Mining</a>(NEM.US) fell 6.98%,<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>(GOLD.US) fell 6.33%, Anglo Gold (AU.US) fell 4.28%</p><p>Industry insiders said investors are selling gold as the market expects the Federal Reserve to take inflation more seriously and take more aggressive measures to reduce inflation. In addition, higher interest rates will benefit assets such as bonds, which will reduce the attractiveness of gold.</p><p>Previously, the Federal Reserve announced its latest interest rate decision, maintaining the benchmark interest rate of 0.25% and the bond purchase plan unchanged, raising the IOER and overnight reverse repurchase rate, and raising inflation expectations for this year and next.</p><p>At the same time, according to the Fed's \"interest rate dot plot\", the Fed's rate hike is expected to be advanced, and it is expected that there will be two rate hike before the end of 2023. Federal Reserve Chairman Jerome Powell also said at a news conference that officials have begun discussions about tapering the bond purchase program.</p><p>Huatai Futures' research report stated that the fall in gold prices after the Federal Reserve's interest rate decision was more due to the market's optimistic outlook for the Federal Reserve's future economic growth exceeding expectations, rather than the Fed's guidance on monetary policy. Guidance for fundamental changes. On the night when the results of the interest rate decision were announced, the changes in long-term U.S. bond yields were actually very limited, which shows that the market has ignored the pricing logic of interest rates in the short term.</p><p></body></html></p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gold prices plummet, U.S. gold stocks crashed, how did A shares react?</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\">\nGold prices plummet, U.S. gold stocks crashed, how did A shares react?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">同花顺财经</strong><span class=\"h-time small\">2021-06-18 17:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Original title: Gold prices plummeted, US gold stocks flash crashed, how did A shares react? Source: Yinshi Finance</p><p>On June 18, individual stocks in the A-share gold industry sector were mixed. As of the close,<a href=\"https://laohu8.com/S/601899\">Zijin Mining</a>(601899. SH) fell 1.01%,<a href=\"https://laohu8.com/S/600988\">Chifeng Gold</a>(600988. SH) fell 0.58%,<a href=\"https://laohu8.com/S/600547\">Shandong Gold</a>(600547. SH) fell 0.46%,<a href=\"https://laohu8.com/S/600489\">CICC Gold</a>(600489. SH),<a href=\"https://laohu8.com/S/000975\">Yintai Gold</a>(000975. SZ) followed suit,<a href=\"https://laohu8.com/S/600311\">ST Ronghua</a>(600311. SH) rose 4.07%,<a href=\"https://laohu8.com/S/002237\">Hengbang Shares</a>(002237. SZ) rose 1.38%,<a href=\"https://laohu8.com/S/002155\">Hunan Gold</a>(002155. SZ) and other stocks rose slightly.</p><p>On the news side, yesterday evening, regardless of futures and spot prices, gold and silver prices plunged one after another.</p><p>New York Mercantile Exchange (COMEX) gold futures closed down $86.60, or 4.65%, to $1,774.80 an ounce, a new low since the end of April, and spot gold also fell more than 2%.</p><p>COMEX silver futures fell 7.03% to $25.86 per ounce, a new low since April 20, and spot silver fell more than 4%.</p><p>Affected by this, the performance of U.S. gold stocks was sluggish that day. Gold mining companies<a href=\"https://laohu8.com/S/NEM\">Newman Mining</a>(NEM.US) fell 6.98%,<a href=\"https://laohu8.com/S/ABX\">Barrick Gold</a>(GOLD.US) fell 6.33%, Anglo Gold (AU.US) fell 4.28%</p><p>Industry insiders said investors are selling gold as the market expects the Federal Reserve to take inflation more seriously and take more aggressive measures to reduce inflation. In addition, higher interest rates will benefit assets such as bonds, which will reduce the attractiveness of gold.</p><p>Previously, the Federal Reserve announced its latest interest rate decision, maintaining the benchmark interest rate of 0.25% and the bond purchase plan unchanged, raising the IOER and overnight reverse repurchase rate, and raising inflation expectations for this year and next.</p><p>At the same time, according to the Fed's \"interest rate dot plot\", the Fed's rate hike is expected to be advanced, and it is expected that there will be two rate hike before the end of 2023. Federal Reserve Chairman Jerome Powell also said at a news conference that officials have begun discussions about tapering the bond purchase program.</p><p>Huatai Futures' research report stated that the fall in gold prices after the Federal Reserve's interest rate decision was more due to the market's optimistic outlook for the Federal Reserve's future economic growth exceeding expectations, rather than the Fed's guidance on monetary policy. Guidance for fundamental changes. On the night when the results of the interest rate decision were announced, the changes in long-term U.S. bond yields were actually very limited, which shows that the market has ignored the pricing logic of interest rates in the short term.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-18/doc-ikqciyzk0403936.shtml\">同花顺财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","IAU":"黄金信托ETF-iShares","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR","NUGT":"二倍做多黄金矿业指数ETF-Direxion","DUST":"二倍做空黄金矿业指数ETF-Direxion"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-18/doc-ikqciyzk0403936.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144773990","content_text":"原标题：黄金价格暴跌 美股黄金股闪崩 A股反应如何 来源：银柿财经6月18日，A股黄金行业板块个股涨跌不一。截至收盘，紫金矿业（601899.SH）下跌1.01%，赤峰黄金（600988.SH）下跌0.58%，山东黄金（600547.SH）下跌0.46%，中金黄金（600489.SH）、银泰黄金（000975.SZ）跟跌，ST荣华（600311.SH）上涨4.07%，恒邦股份（002237.SZ）上涨1.38%，湖南黄金（002155.SZ）等股小幅上涨。消息面上来看，昨日晚间，不论期货现货，黄金、白银价格纷纷跳水。纽约商业交易所（COMEX）黄金期货收盘暴跌86.60美元，跌幅达4.65%，报1774.80美元/盎司，创4月底以来的新低，现货黄金也跌超2%。COMEX白银期货更是大跌7.03%，报25.86美元/盎司，创4月20日以来新低，现货白银跌逾4%。受此影响，当日美股黄金股表现低迷。金矿公司纽曼矿业（NEM.US）大跌6.98%，巴里克黄金（GOLD.US）大跌6.33%，盎格鲁黄金（AU.US）大跌4.28%有业内人士表示，由于市场预计美联储将更加严肃地对待通胀问题，并采取更积极的措施降低通货膨胀，投资者正在抛售黄金。此外，更高的利率将会使得债券等资产受益，这将降低黄金的吸引力。此前美联储公布最新利率决议，维持0 0.25%的基准利率以及购债计划不变，上调IOER和隔夜逆回购利率，并上调了今明两年的通胀预期。与此同时，根据美联储的“利率点阵图”，美联储加息预期有所提前，预计2023年末之前将加息两次。美联储主席鲍威尔在新闻发布会上还表示，官员们已经开始讨论缩减购债计划。华泰期货的研报表示，此次黄金价格在美联储利率决议之后的回落，更多的是市场对于美联储关于对于未来经济增长超预期的乐观展望所致，而非是源于联储对于货币政策导向有着根本性的变更的指引。利率决议结果公布当晚，长端美债收益率变化实则十分有限，可见市场短期内对于利率端的定价逻辑有所忽略。","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"IAU":0.6,"SGCmain":0.6,"GDX":0.6,"GCmain":1,"NUGT":0.6,"MGCmain":1,"SGUmain":0.6,"GLD":0.6,"DUST":0.6}},"isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":162177521,"gmtCreate":1624052660363,"gmtModify":1703827567719,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"dd","listText":"dd","text":"dd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/162177521","repostId":"2144791497","repostType":4,"repost":{"id":"2144791497","kind":"highlight","pubTimestamp":1624019222,"share":"https://ttm.financial/m/news/2144791497?lang=en_US&edition=fundamental","pubTime":"2021-06-18 20:27","market":"us","language":"zh","title":"Fed officials speak hawkish, gold falls below 1780 again","url":"https://stock-news.laohu8.com/highlight/detail?id=2144791497","media":"金十数据","summary":"美联储布拉德再谈提前加息和缩减购债，黄金失守1780，白银跌破26。","content":"<p><html><body>Before the U.S. market opened on Friday, Federal Reserve Bullard delivered a speech to talk about early rate hike and tapering bond purchases.</p><p><strong><span>Gold fell by about $8 in the short term after hearing the news, and silver fell below the 26 integer mark. The US Dollar Index rose strongly during the day, once hitting a new high in two months.</span></strong></p><p><img src=\"https://cdn-news.jin10.com/4c26cbed-0d10-4dc9-ac18-df59788654b3.png\"/></p><p>Non-US currency pairs have also fallen due to the strengthening of the US dollar. The euro fell 20 points against the US dollar in the short term, and the Australian dollar fell below the 0.75 integer mark against the US dollar for the first time since December last year; The New Zealand dollar fell about 20 points against the US dollar in the short term and fell more than 0.7% during the day.</p><p>The panic index VIX rose 2.58 points to 20.33 during the day, a new high since May 21.</p><p>Bullard believes that the United States can achieve its goal of inflation above 2% in 2021-2022, and inflation is currently worse than expected. He said:</p><p>The Fed has been surprised by the last 6 months (an unexpected rise in inflation), so naturally we are slightly hawkish.</p><p>Recent data has been good and more improvement in the labor market is expected</p><p>Some (inflation) upside risks remain, with inflation expected to reach 2.5% to 3% by 2022, meeting the framework target and justifying rate hike.</p><p>The upcoming debate on infrastructure plans is unlikely to affect monetary policy. Upside risks to inflation are \"fine\" because that's exactly what the Fed hopes to achieve.</p><p>Talking about the current monetary policy, he believes that the policy is generally \"good so far\", but the Fed must remain \"flexible.\"</p><p>Talking about tapering bond purchases, Bullard said:</p><p>\"Federal Reserve Chairman Jerome Powell officially began discussions this week on tapering bond purchases.</p><p>Tapering is a complex issue that needs to be addressed on several fronts, including speed, home mortgage-backed securities and the Treasury Department.</p><p>Support the view that month-to-month tapering should depend more on economic conditions, inflation path and reopening. \"</p><p></body></html></p>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed officials speak hawkish, gold falls below 1780 again</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\">\nFed officials speak hawkish, gold falls below 1780 again\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2021-06-18 20:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Before the U.S. market opened on Friday, Federal Reserve Bullard delivered a speech to talk about early rate hike and tapering bond purchases.</p><p><strong><span>Gold fell by about $8 in the short term after hearing the news, and silver fell below the 26 integer mark. The US Dollar Index rose strongly during the day, once hitting a new high in two months.</span></strong></p><p><img src=\"https://cdn-news.jin10.com/4c26cbed-0d10-4dc9-ac18-df59788654b3.png\"/></p><p>Non-US currency pairs have also fallen due to the strengthening of the US dollar. The euro fell 20 points against the US dollar in the short term, and the Australian dollar fell below the 0.75 integer mark against the US dollar for the first time since December last year; The New Zealand dollar fell about 20 points against the US dollar in the short term and fell more than 0.7% during the day.</p><p>The panic index VIX rose 2.58 points to 20.33 during the day, a new high since May 21.</p><p>Bullard believes that the United States can achieve its goal of inflation above 2% in 2021-2022, and inflation is currently worse than expected. He said:</p><p>The Fed has been surprised by the last 6 months (an unexpected rise in inflation), so naturally we are slightly hawkish.</p><p>Recent data has been good and more improvement in the labor market is expected</p><p>Some (inflation) upside risks remain, with inflation expected to reach 2.5% to 3% by 2022, meeting the framework target and justifying rate hike.</p><p>The upcoming debate on infrastructure plans is unlikely to affect monetary policy. Upside risks to inflation are \"fine\" because that's exactly what the Fed hopes to achieve.</p><p>Talking about the current monetary policy, he believes that the policy is generally \"good so far\", but the Fed must remain \"flexible.\"</p><p>Talking about tapering bond purchases, Bullard said:</p><p>\"Federal Reserve Chairman Jerome Powell officially began discussions this week on tapering bond purchases.</p><p>Tapering is a complex issue that needs to be addressed on several fronts, including speed, home mortgage-backed securities and the Treasury Department.</p><p>Support the view that month-to-month tapering should depend more on economic conditions, inflation path and reopening. \"</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=76297&type=news\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn-news.jin10.com/f6ff9ea6-4079-4c87-a609-91f88a90f4cc.jpg/lite","relate_stocks":{"159934":"黄金ETF","161125":"标普500","513500":"标普500ETF","518880":"黄金ETF","SDS":"两倍做空标普500 ETF-ProShares","GLD":"黄金ETF-SPDR",".SPX":"S&P 500 Index","DJX":"1/100道琼斯",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF","UDOW":"三倍做多道指30ETF-ProShares","DUST":"二倍做空黄金矿业指数ETF-Direxion","UPRO":"三倍做多标普500ETF-ProShares","IVV":"标普500ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","SH":"做空标普500-Proshares","SSO":"2倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","GDX":"黄金矿业ETF-VanEck",".DJI":"道琼斯","QID":"两倍做空纳斯达克指数ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","NUGT":"二倍做多黄金矿业指数ETF-Direxion","SPY":"标普500ETF","SDOW":"三倍做空道指30ETF-ProShares","IAU":"黄金信托ETF-iShares","TQQQ":"纳指三倍做多ETF","DDM":"2倍做多道指ETF-ProShares","OEF":"标普100指数ETF-iShares","OEX":"标普100","DOG":"道指ETF-ProShares做空"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=76297&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144791497","content_text":"周五美盘前，美联储布拉德发表讲话，再谈提前加息和缩减购债。黄金闻讯短线跌约8美元，白银失守26整数关口。美元指数日内强势上扬，一度刷新两个月以来新高。非美货币对受美元走强影响也纷纷下挫，欧元兑美元短线走低20点，澳元兑美元跌破0.75整数关口，为去年12月以来首次；纽元兑美元短线跌约20点，日内跌超0.7%。 恐慌指数VIX日内上涨2.58点，报20.33，创5月21日以来新高。布拉德认为，美国可以在2021-2022年实现通胀高于2%的目标，目前通胀比预期更加严重。他表示：美联储对过去6个月（通胀率意外上升）感到意外，因此很自然我们稍微偏鹰派。近期数据表现不错，预计劳动力市场会出现更多改善一些（通胀）上行风险仍然存在，预计到2022年，通胀率将达到2.5%至3%，达到框架目标，并有理由加息。即将到来的基建计划辩论不太可能影响货币政策。通胀上行风险“没问题”，因为这正是美联储希望实现的目标。谈及目前的货币政策，他认为，政策总体上“到目前为止还不错”，但美联储必须保持“灵活”。谈及缩减购债，布拉德表示：“美联储主席鲍威尔本周正式开始就缩减购债进行讨论。 缩减购债规模是一个复杂的问题，需要解决几个方面的问题，包括速度、住房抵押贷款支持证券和财政部。支持逐月缩减购债规模应更多地取决于经济状况、通胀路径和重新开放的观点。”","news_type":1,"symbols_score_info":{"159934":0.6,"161125":0.6,"513500":0.6,"518880":0.6,"MNQmain":0.6,"SH":0.6,"SDOW":0.6,".DJI":1,"DXD":0.6,"IAU":0.6,"TQQQ":0.6,"DDM":0.6,"QQQ":0.6,".IXIC":1,"IVV":0.6,"SDS":0.6,"QID":0.6,"SQQQ":0.6,".SPX":0.6,"DOG":0.6,"UDOW":0.6,"PSQ":0.6,"DJX":0.6,"GCmain":1,"QLD":0.6,"NQmain":0.6,"SPY":1,"GLD":0.6,"SPXU":0.6,"NUGT":0.6,"DUST":0.6,"OEX":0.6,"OEF":0.6,"ESmain":0.6,"GDX":0.6,"SSO":0.6,"MGCmain":1,"SGUmain":0.6,"UPRO":0.6,"SGCmain":0.6}},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167426536,"gmtCreate":1624282876225,"gmtModify":1703832373665,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ff","listText":"Ff","text":"Ff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167426536","repostId":"1132614785","repostType":4,"isVote":1,"tweetType":1,"viewCount":2726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163841890,"gmtCreate":1623877925210,"gmtModify":1703822114510,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ooo","listText":"Ooo","text":"Ooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163841890","repostId":"1146756294","repostType":4,"repost":{"id":"1146756294","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":1623856744,"share":"https://ttm.financial/m/news/1146756294?lang=en_US&edition=fundamental","pubTime":"2021-06-16 23:19","market":"us","language":"zh","title":"Some WSB concept stocks fell, and AMC cinemas fell more than 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1146756294","media":"老虎资讯综合","summary":"6月16日，部分WSB概念股下行，AMC院线跌超10%，黑莓跌超8%，游戏驿站、ContextLogic跌超4%。","content":"<p>On June 16, some WSB concept stocks fell.<a href=\"https://laohu8.com/S/AMC\">AMC Cinemas</a>Fell more than 10%,<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>Fell more than 8%,<a href=\"https://laohu8.com/S/GME\">GameStop</a>、<a href=\"https://laohu8.com/S/WISH\">ContextLogic</a>Fell more than 4%.</p><p><img src=\"https://static.tigerbbs.com/dbeb078de2de6d1611ad66c88cca74b4\" 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>Some WSB concept stocks fell, and AMC cinemas fell more than 10%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSome WSB concept stocks fell, and AMC cinemas fell more than 10%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-16 23:19</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 16, some WSB concept stocks fell.<a href=\"https://laohu8.com/S/AMC\">AMC Cinemas</a>Fell more than 10%,<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>Fell more than 8%,<a href=\"https://laohu8.com/S/GME\">GameStop</a>、<a href=\"https://laohu8.com/S/WISH\">ContextLogic</a>Fell more than 4%.</p><p><img src=\"https://static.tigerbbs.com/dbeb078de2de6d1611ad66c88cca74b4\" 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/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BB":"黑莓","AMC":"AMC院线","GME":"游戏驿站"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146756294","content_text":"6月16日，部分WSB概念股下行，AMC院线跌超10%，黑莓跌超8%，游戏驿站、ContextLogic跌超4%。","news_type":1,"symbols_score_info":{"AMC":0.9,"GME":0.9,"BB":0.9,"WISH":0.9}},"isVote":1,"tweetType":1,"viewCount":966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169210149,"gmtCreate":1623837243481,"gmtModify":1703820935009,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Jfkffk","listText":"Jfkffk","text":"Jfkffk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169210149","repostId":"1145228956","repostType":4,"repost":{"id":"1145228956","kind":"news","weMediaInfo":{"introduction":"美股研究社，一个专注研究美股的平台，专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司；想获得一手美股重磅信息；想加入美股交流社群，敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1623834343,"share":"https://ttm.financial/m/news/1145228956?lang=en_US&edition=fundamental","pubTime":"2021-06-16 17:05","market":"us","language":"zh","title":"Revenue exceeded expectations but it was not a surprise. Why did Oracle Bone Inscriptions's performance rise and its stock price fall?","url":"https://stock-news.laohu8.com/highlight/detail?id=1145228956","media":"美股研究社","summary":"6月15日美股盘后，甲骨文发布了2021财年第四季度财报及全年财报\n\n在过去六个月里，老牌软件王者甲骨文迎来了近几年股价的高光时刻：累计上涨近40%，在此之前，它长期被外界质疑落后于云计算时代的发展，","content":"<p>After the US stock market closed on June 15,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>Released the fourth quarter financial report and the full-year financial report for fiscal year 2021. In the past six months, Oracle Bone Inscriptions, the veteran software king, has ushered in the highlight moment of its stock price in recent years: a cumulative increase of nearly 40%. Before that, it has been questioned by the outside world for a long time. Lagging behind the development of the cloud computing era, the stock price has been sluggish for a long time.</p><p>After the U.S. stock market closed on June 15, Oracle Bone Inscriptions released its fourth quarter financial report and full-year financial report for fiscal year 2021. The total revenue for fiscal year 2021 increased by 4% year-on-year to US $40.5 billion, unsurprisingly maintaining tepid growth in the past few years.</p><p><img src=\"https://static.tigerbbs.com/17bba98813f28a2c2eebf36d2cc623ae\" tg-width=\"1200\" tg-height=\"900\" referrerpolicy=\"no-referrer\"></p><p>Since it announced its entry into cloud computing in 2010, Oracle Bone Inscriptions has suffered a lot of setbacks. After all, it has a strong atmosphere of turning around in disaster. Late start, slow development, and<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>How many variables are there in the SalesForce confrontation? Behind the rising stock price, how much support does Oracle Bone Inscriptions'fundamentals have?</p><p><b>Revenue growth depends on a single established business, but business concentration in exchange for higher profit margins</b></p><p>Judging from the financial report, Oracle still maintains a growth trend-in the Q4 fiscal quarter of fiscal year 2021, Oracle's revenue reached US $11.227 billion, a year-on-year increase of 9%, higher than the US $11.04 billion expected by Bloomberg analysts. Although the growth rate is slightly inferior, the profit is considerable. The net profit for the full fiscal year was US $13.746 billion, a year-on-year increase of 36%.</p><p><img src=\"https://static.tigerbbs.com/6db34135d26c3d267300f65661b14d44\" tg-width=\"1200\" tg-height=\"762\" referrerpolicy=\"no-referrer\"></p><p>As far as the performance of various departments is concerned, cloud services and licensing support businesses still account for the bulk of Oracle Bone Inscriptions' annual revenue. The data shows that the revenue of Oracle's cloud services and licensing support business was US $28.70 billion, an increase of 5% compared with last year; It accounted for 71% of total revenue and 70% in fiscal year 2020.</p><p><img src=\"https://static.tigerbbs.com/a2d7d122cef6bdc83949397d5ac6a056\" tg-width=\"1032\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p><p>However, Oracle Bone Inscriptions' single source of revenue is more determined by the nature of the company's business. Because the database has important operation and management significance for enterprises, it is not a product that can be easily replaced-this is also the confidence for Oracle Bone Inscriptions to gradually enter cloud computing with this as the center, so there is no need to worry about backyard fire, so the so-called single source of revenue will not make Oracle Bone Inscriptions face too much risk.</p><p>Of course, the stability of this business is not enough to support it against competition from rivals, as exemplified by the rise of SalesForce, a customer relationship management (CRM) software service provider, which is also part of Oracle's business. The difference is that SalesForce's revenue is more balanced. In fiscal year 2021, its four major business systems of sales, service, platform, marketing & commerce contributed US $5.19 billion, US $5.38 billion, US $6.28 billion, and US $3.13 billion in operating income respectively.</p><p>After iteration, Oracle Bone Inscriptions' ERP and other established products are still the choice of large government and enterprise users. In addition, large organizations often need to develop multi-cloud simultaneously, so their core business has never been up or down. CEO Larry Ellison emphasized on the earnings call: We almost never lose a competitive ERP project in the cloud, almost never.</p><p>Although revenue can only rely on established businesses, and the current revenue growth has not achieved a major breakthrough, one thing is certain: the high profit margin advantage of Oracle Bone Inscriptions' main services always exists. Underpinning Oracle's bottom line is the high concentration of advantageous businesses, with operating profit margins of 38% in fiscal 2021. The most important significance of a company with a high operating profit margin is to maintain a stable cash flow. Although there have been no large-scale acquisitions in the past two years, Oracle Bone Inscriptions' investment in business transformation continues.</p><p>But unfortunately, the reality is not as beautiful as the digital results. Contrary to the revenue growth that exceeded expectations, Oracle's stock price fell 4.76% after the market closed. In the six months before that, Oracle's stock price had risen by nearly 40%. Why An unexpected financial report ended this trend?</p><p><b>Lower-than-expected performance guidance caused stock prices to plummet after hours, and cloud computing became a stumbling block again</b></p><p>In addition to the release of the financial report, the direct reason for the sharp drop in Oracle's stock price is that it gave a performance guidance that was lower than Wall Street's expectations: Oracle expects revenue to increase by 3-5% in the first quarter of fiscal year 2022, and adjusted earnings per share It was $0.94-$0.98, compared with analysts' average expectation of $1.03.</p><p>The reason for the low EPS is that Oracle Bone Inscriptions announced that it will double its capital expenditure on cloud computing in fiscal year 2022 to nearly US $4 billion. Perhaps this further demonstrates the company's determination to transform into cloud computing. Unfortunately, investors are obviously interested in this investment. I don't trust whether it can produce sufficiently supportive results.</p><p>And this is not too much compared with the investment of competitors: Amazon announced on June 7 that it plans to invest approximately US $3.04 billion in a new data center in Aragon, northern Spain; Microsoft also announced that it would invest US $6 billion to expand its cloud computing center when it announced its Q3 financial report at the end of April.</p><p>The U.S. Stock Research Institute believes that since 2011, Oracle's revenue has not seen a significant increase, and the slightly higher-than-expected growth in the Q4 fiscal quarter and fiscal year 2021 is not the impact of new business. An obvious signal is that in the near future<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>, Barclays and other institutions have downgraded their ratings on Oracle Bone Inscriptions. Its target stock price is only about US $70, which is lower than the current nearly US $80. Compared with Microsoft,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Other business competitors are also much lower, and mainstream analyst ratings are mainly conservative.</p><p><img src=\"https://static.tigerbbs.com/f6fa06c1b9589655b30d380e2bfbde4b\" tg-width=\"953\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p><p>Anurag Rana, an analyst at Bloomberg, said: \"For Oracle Bone Inscriptions, the biggest problem is how to resume business growth, and there doesn't seem to be much progress in this area.\" The reason is that Oracle Bone Inscriptions is trapped in traditional business and lacks new growth points.</p><p>Third Bridge analyst Scott Kresler commented, \"One of Oracle's biggest problems is that despite the company's focus on cloud solutions, its revenue growth has been very limited.\"-In other words, although the company is more or less increasing investment in cloud computing and advancing execution, it is hardly reflected in the financial data. For many years, Oracle's two core businesses have consistently accounted for more than 80%, and even rose to 93.9% in the fourth quarter of fiscal 2020.</p><p><img src=\"https://static.tigerbbs.com/1e919c8ded3811fd70f707c4e4196ba9\" tg-width=\"1200\" tg-height=\"762\" referrerpolicy=\"no-referrer\"></p><p>It is worth noting that the substantial increase in Oracle's stock price over the past few months is largely related to the 20 billion share repurchase plan announced in March, which is nearly one-tenth of Oracle's market value.</p><p>In the cloud computing chase battle, Oracle Bone Inscriptions is often criticized as a missed opportunity role. Compared with Amazon, Microsoft, SalesForce, and even Google, which has a market share of less than 10%, does the backwardness of cloud computing really make Oracle lose its future imagination?</p><p><b>It is difficult for established giants to innovate. Has Oracle lost its imagination?</b></p><p>When it comes to Oracle Bone Inscriptions's miscalculation in cloud computing, three reasons are often summarized.</p><p>Oracle Bone Inscriptions has never lacked money to develop cloud computing business. The first thing that affects the pace of transformation is personnel. From CEO Larry Ellison's contempt for cloud computing at the beginning, to the huge differences in management when determining the cloud computing strategy later, to events such as layoffs and executives' departure later, Oracle Bone Inscriptions lacked the \"All in\" personnel attitude when Amazon first developed cloud computing.</p><p>The backwardness of the first step caused the butterfly effect. In the cloud computing business, Oracle Bone Inscriptions lost its potential user stickiness in advance. Just as large customers will not easily give up Oracle Bone Inscriptions' back-end supporting products and switch to competitors, enterprises that choose cloud computing partners can hardly break away from the set environment and choose latecomers like Oracle Bone Inscriptions in order to avoid the risks and troubles of redeployment and design.</p><p>Moreover, if cloud computing is a commercial real estate in the new era, then Amazon was originally a developer (e-commerce platform), and Microsoft is well aware of the importance of platforms (software and system platforms), while Oracle Bone Inscriptions lacks this platform experience. They all serve customers. Operating a cloud platform is very different from operating a series of software, database products, and back-end systems.</p><p>Therefore, the factors that ultimately support Oracle Bone Inscriptions' stock price and market value will include at least new database services, enterprise applications and public cloud linked to cloud computing. To be sure, Oracle Bone Inscriptions does not lack room for growth, but the market's imagination of it is not the upper limit of growth, but the lower limit that data can express-at least it can't stay in verbal good expectations forever.</p><p>Ten years ago, Microsoft was in a similar situation. It chose to drastically reform its corporate structure and strategy. In the end, the success of Azure proved its correctness. To some extent, Oracle Bone Inscriptions's strategy is learning from Microsoft, and it even opens up each other's cloud computing business data centers.</p><p>With decades of accumulated market, technology and service experience, as long as Oracle Bone Inscriptions is still changing, it should not make negative judgments prematurely.</p><p><b>epilogue</b></p><p>In short, the most important reason for maintaining an optimistic attitude towards the future of Oracle Bone Inscriptions' cloud computing is that an excellent cloud service provider needs to have comprehensive capabilities in organizational process, systematicness, IT management, etc., so that users only need to concentrate on using these services to complete their own business. In other words, this is what To B's genes can accomplish, which happens to be Oracle Bone Inscriptions' strength.</p><p>The improvement of Google's cloud computing business cannot match that of Microsoft, which ranks second, and is even overtaken by Alibaba Cloud. It is precisely because the genes of Google To C are deeply rooted in the bone marrow. Some media commented that Google Cloud attached much more importance to \"peddling technology\" in the early stage of its development. It is a taboo for B-end business to meet customer needs. Oracle Bone Inscriptions has a unique B-end gene, coupled with the foundation laid by database and back-end business. What it needs and is doing is to let customers and Wall Street see its unique value.</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>Revenue exceeded expectations but it was not a surprise. Why did Oracle Bone Inscriptions's performance rise and its stock price fall?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevenue exceeded expectations but it was not a surprise. Why did Oracle Bone Inscriptions's performance rise and its stock price fall?\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time smaller\">2021-06-16 17:05</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>After the US stock market closed on June 15,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>Released the fourth quarter financial report and the full-year financial report for fiscal year 2021. In the past six months, Oracle Bone Inscriptions, the veteran software king, has ushered in the highlight moment of its stock price in recent years: a cumulative increase of nearly 40%. Before that, it has been questioned by the outside world for a long time. Lagging behind the development of the cloud computing era, the stock price has been sluggish for a long time.</p><p>After the U.S. stock market closed on June 15, Oracle Bone Inscriptions released its fourth quarter financial report and full-year financial report for fiscal year 2021. The total revenue for fiscal year 2021 increased by 4% year-on-year to US $40.5 billion, unsurprisingly maintaining tepid growth in the past few years.</p><p><img src=\"https://static.tigerbbs.com/17bba98813f28a2c2eebf36d2cc623ae\" tg-width=\"1200\" tg-height=\"900\" referrerpolicy=\"no-referrer\"></p><p>Since it announced its entry into cloud computing in 2010, Oracle Bone Inscriptions has suffered a lot of setbacks. After all, it has a strong atmosphere of turning around in disaster. Late start, slow development, and<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>How many variables are there in the SalesForce confrontation? Behind the rising stock price, how much support does Oracle Bone Inscriptions'fundamentals have?</p><p><b>Revenue growth depends on a single established business, but business concentration in exchange for higher profit margins</b></p><p>Judging from the financial report, Oracle still maintains a growth trend-in the Q4 fiscal quarter of fiscal year 2021, Oracle's revenue reached US $11.227 billion, a year-on-year increase of 9%, higher than the US $11.04 billion expected by Bloomberg analysts. Although the growth rate is slightly inferior, the profit is considerable. The net profit for the full fiscal year was US $13.746 billion, a year-on-year increase of 36%.</p><p><img src=\"https://static.tigerbbs.com/6db34135d26c3d267300f65661b14d44\" tg-width=\"1200\" tg-height=\"762\" referrerpolicy=\"no-referrer\"></p><p>As far as the performance of various departments is concerned, cloud services and licensing support businesses still account for the bulk of Oracle Bone Inscriptions' annual revenue. The data shows that the revenue of Oracle's cloud services and licensing support business was US $28.70 billion, an increase of 5% compared with last year; It accounted for 71% of total revenue and 70% in fiscal year 2020.</p><p><img src=\"https://static.tigerbbs.com/a2d7d122cef6bdc83949397d5ac6a056\" tg-width=\"1032\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p><p>However, Oracle Bone Inscriptions' single source of revenue is more determined by the nature of the company's business. Because the database has important operation and management significance for enterprises, it is not a product that can be easily replaced-this is also the confidence for Oracle Bone Inscriptions to gradually enter cloud computing with this as the center, so there is no need to worry about backyard fire, so the so-called single source of revenue will not make Oracle Bone Inscriptions face too much risk.</p><p>Of course, the stability of this business is not enough to support it against competition from rivals, as exemplified by the rise of SalesForce, a customer relationship management (CRM) software service provider, which is also part of Oracle's business. The difference is that SalesForce's revenue is more balanced. In fiscal year 2021, its four major business systems of sales, service, platform, marketing & commerce contributed US $5.19 billion, US $5.38 billion, US $6.28 billion, and US $3.13 billion in operating income respectively.</p><p>After iteration, Oracle Bone Inscriptions' ERP and other established products are still the choice of large government and enterprise users. In addition, large organizations often need to develop multi-cloud simultaneously, so their core business has never been up or down. CEO Larry Ellison emphasized on the earnings call: We almost never lose a competitive ERP project in the cloud, almost never.</p><p>Although revenue can only rely on established businesses, and the current revenue growth has not achieved a major breakthrough, one thing is certain: the high profit margin advantage of Oracle Bone Inscriptions' main services always exists. Underpinning Oracle's bottom line is the high concentration of advantageous businesses, with operating profit margins of 38% in fiscal 2021. The most important significance of a company with a high operating profit margin is to maintain a stable cash flow. Although there have been no large-scale acquisitions in the past two years, Oracle Bone Inscriptions' investment in business transformation continues.</p><p>But unfortunately, the reality is not as beautiful as the digital results. Contrary to the revenue growth that exceeded expectations, Oracle's stock price fell 4.76% after the market closed. In the six months before that, Oracle's stock price had risen by nearly 40%. Why An unexpected financial report ended this trend?</p><p><b>Lower-than-expected performance guidance caused stock prices to plummet after hours, and cloud computing became a stumbling block again</b></p><p>In addition to the release of the financial report, the direct reason for the sharp drop in Oracle's stock price is that it gave a performance guidance that was lower than Wall Street's expectations: Oracle expects revenue to increase by 3-5% in the first quarter of fiscal year 2022, and adjusted earnings per share It was $0.94-$0.98, compared with analysts' average expectation of $1.03.</p><p>The reason for the low EPS is that Oracle Bone Inscriptions announced that it will double its capital expenditure on cloud computing in fiscal year 2022 to nearly US $4 billion. Perhaps this further demonstrates the company's determination to transform into cloud computing. Unfortunately, investors are obviously interested in this investment. I don't trust whether it can produce sufficiently supportive results.</p><p>And this is not too much compared with the investment of competitors: Amazon announced on June 7 that it plans to invest approximately US $3.04 billion in a new data center in Aragon, northern Spain; Microsoft also announced that it would invest US $6 billion to expand its cloud computing center when it announced its Q3 financial report at the end of April.</p><p>The U.S. Stock Research Institute believes that since 2011, Oracle's revenue has not seen a significant increase, and the slightly higher-than-expected growth in the Q4 fiscal quarter and fiscal year 2021 is not the impact of new business. An obvious signal is that in the near future<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>, Barclays and other institutions have downgraded their ratings on Oracle Bone Inscriptions. Its target stock price is only about US $70, which is lower than the current nearly US $80. Compared with Microsoft,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Other business competitors are also much lower, and mainstream analyst ratings are mainly conservative.</p><p><img src=\"https://static.tigerbbs.com/f6fa06c1b9589655b30d380e2bfbde4b\" tg-width=\"953\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p><p>Anurag Rana, an analyst at Bloomberg, said: \"For Oracle Bone Inscriptions, the biggest problem is how to resume business growth, and there doesn't seem to be much progress in this area.\" The reason is that Oracle Bone Inscriptions is trapped in traditional business and lacks new growth points.</p><p>Third Bridge analyst Scott Kresler commented, \"One of Oracle's biggest problems is that despite the company's focus on cloud solutions, its revenue growth has been very limited.\"-In other words, although the company is more or less increasing investment in cloud computing and advancing execution, it is hardly reflected in the financial data. For many years, Oracle's two core businesses have consistently accounted for more than 80%, and even rose to 93.9% in the fourth quarter of fiscal 2020.</p><p><img src=\"https://static.tigerbbs.com/1e919c8ded3811fd70f707c4e4196ba9\" tg-width=\"1200\" tg-height=\"762\" referrerpolicy=\"no-referrer\"></p><p>It is worth noting that the substantial increase in Oracle's stock price over the past few months is largely related to the 20 billion share repurchase plan announced in March, which is nearly one-tenth of Oracle's market value.</p><p>In the cloud computing chase battle, Oracle Bone Inscriptions is often criticized as a missed opportunity role. Compared with Amazon, Microsoft, SalesForce, and even Google, which has a market share of less than 10%, does the backwardness of cloud computing really make Oracle lose its future imagination?</p><p><b>It is difficult for established giants to innovate. Has Oracle lost its imagination?</b></p><p>When it comes to Oracle Bone Inscriptions's miscalculation in cloud computing, three reasons are often summarized.</p><p>Oracle Bone Inscriptions has never lacked money to develop cloud computing business. The first thing that affects the pace of transformation is personnel. From CEO Larry Ellison's contempt for cloud computing at the beginning, to the huge differences in management when determining the cloud computing strategy later, to events such as layoffs and executives' departure later, Oracle Bone Inscriptions lacked the \"All in\" personnel attitude when Amazon first developed cloud computing.</p><p>The backwardness of the first step caused the butterfly effect. In the cloud computing business, Oracle Bone Inscriptions lost its potential user stickiness in advance. Just as large customers will not easily give up Oracle Bone Inscriptions' back-end supporting products and switch to competitors, enterprises that choose cloud computing partners can hardly break away from the set environment and choose latecomers like Oracle Bone Inscriptions in order to avoid the risks and troubles of redeployment and design.</p><p>Moreover, if cloud computing is a commercial real estate in the new era, then Amazon was originally a developer (e-commerce platform), and Microsoft is well aware of the importance of platforms (software and system platforms), while Oracle Bone Inscriptions lacks this platform experience. They all serve customers. Operating a cloud platform is very different from operating a series of software, database products, and back-end systems.</p><p>Therefore, the factors that ultimately support Oracle Bone Inscriptions' stock price and market value will include at least new database services, enterprise applications and public cloud linked to cloud computing. To be sure, Oracle Bone Inscriptions does not lack room for growth, but the market's imagination of it is not the upper limit of growth, but the lower limit that data can express-at least it can't stay in verbal good expectations forever.</p><p>Ten years ago, Microsoft was in a similar situation. It chose to drastically reform its corporate structure and strategy. In the end, the success of Azure proved its correctness. To some extent, Oracle Bone Inscriptions's strategy is learning from Microsoft, and it even opens up each other's cloud computing business data centers.</p><p>With decades of accumulated market, technology and service experience, as long as Oracle Bone Inscriptions is still changing, it should not make negative judgments prematurely.</p><p><b>epilogue</b></p><p>In short, the most important reason for maintaining an optimistic attitude towards the future of Oracle Bone Inscriptions' cloud computing is that an excellent cloud service provider needs to have comprehensive capabilities in organizational process, systematicness, IT management, etc., so that users only need to concentrate on using these services to complete their own business. In other words, this is what To B's genes can accomplish, which happens to be Oracle Bone Inscriptions' strength.</p><p>The improvement of Google's cloud computing business cannot match that of Microsoft, which ranks second, and is even overtaken by Alibaba Cloud. It is precisely because the genes of Google To C are deeply rooted in the bone marrow. Some media commented that Google Cloud attached much more importance to \"peddling technology\" in the early stage of its development. It is a taboo for B-end business to meet customer needs. Oracle Bone Inscriptions has a unique B-end gene, coupled with the foundation laid by database and back-end business. What it needs and is doing is to let customers and Wall Street see its unique value.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"ORCL":"甲骨文"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145228956","content_text":"6月15日美股盘后，甲骨文发布了2021财年第四季度财报及全年财报\n\n在过去六个月里，老牌软件王者甲骨文迎来了近几年股价的高光时刻：累计上涨近40%，在此之前，它长期被外界质疑落后于云计算时代的发展，股价长期低迷。\n6月15日美股盘后，甲骨文发布了2021财年第四季度财报及全年财报，2021财年总收入同比增长4%，达到405亿美元，不出意外地保持了过去几年不温不火地增长。\n\n自2010年宣布进军云计算以来，甲骨文可谓受挫不少，毕竟它身上船大难调头的气息实在浓厚。起步晚，发展慢，与微软、亚马逊、SalesForce的对抗中存在多少变数？股价累涨背后，甲骨文的基本面又有多大的支撑力？\n营收增长靠单一的老牌业务，但业务集中换来较高利润率\n从财报来看，甲骨文依然保持了增长态势——2021财年Q4财季，甲骨文营收达112.27亿美元，同比增长9%，高于彭博分析师一致预期的110.4亿美元，财年收入同比增速虽然略逊一筹，利润却很可观，全财年净利润为137.46亿美元，同比增长36%。\n\n就各部门的业绩来说，云服务和授权支持业务依旧占据了甲骨文全年营收的大头。数据显示，甲骨文云服务和授权支持业务的营收为287.00亿美元，与去年相比增长了5%；在总营收中所占比例为71%，2020财年中所占比例为70%。\n\n不过甲骨文的营收来源单一更多是公司业务的性质决定的，由于数据库对企业具有重要的经营与管理意义，它并不是能被轻松取代的产品——这也是甲骨文以此为中心逐步进军云计算的底气，不用担心后院起火，所以所谓营收来源的单一不会让甲骨文面临太大的风险。\n当然，这种业务的稳定也不足以支持它抵御来自对手的竞争，客户关系管理(CRM) 软件服务提供商SalesForce的崛起就是例证，这也是甲骨文业务的一部分。不同的是，SalesForce的收入更为均衡，2021财年其sales、service、platform、marketing&commerce四大业务体系分别贡献51.9亿、53.8亿、62.8亿、31.3亿美元的营业收入。\n甲骨文的ERP等老牌产品在经过迭代后，仍然是大型政企用户的选择，加上大型组织往往需要多云并举，所以其核心业务始终不上不下。CEO拉里·埃里森在财报电话会议上强调：我们几乎从来没有在云端丢失过一个具有竞争力的 ERP 项目，几乎从来没有。\n虽说营收只能靠老牌业务发力，目前营收增长未能实现较大突破，但可以肯定的一点是：甲骨文主要服务的高利润率优势始终存在。支撑甲骨文利润的是优势业务的高度集中，2021财年运营利润率为38%。运营利润率较高这对一家公司最重要的意义是维持稳定的现金流，虽然近两年已经没有大规模的收购行为，但甲骨文在业务转型上的投入还在持续。\n但可惜的是，现实不像数字成绩一样美好，与营收增长超预期相悖的是，甲骨文盘后其股价大跌4.76%，在此之前的六个月里，甲骨文股价已经上涨近40%，为什么一份超预期的财报反而终结了这种趋势？\n业绩指引低于预期致盘后股价大跌，云计算又又又成为绊脚石\n在发布财报之外，甲骨文股价大跌的直接原因是因为它给出了一份低于华尔街预期的业绩指引：甲骨文预计2022财年第一财季收入将增长3-5%，调整后每股收益为0.94-0.98美元，分析师平均预期为1.03美元。\n而导致EPS偏低的原因是甲骨文宣布在2022财年将云计算的资本支出增加一倍，达到近40亿美元，或许这进一步彰显了公司转型云计算的决心，可惜投资者显然对这笔投入是否能产生足够有支撑力的结果不太信任。\n而且这与竞争者的投入相比不算太多：亚马逊6月7日宣布，计划对西班牙北部地区阿拉贡的新数据中心投资约合30.4亿美元；微软也在4月底公布Q3财报时宣布投入60亿美元扩展云计算中心。\n美股研究社认为，自2011年起，甲骨文的营收便再没有出现过明显的大幅增长，而Q4财季和2021财年的增长微超预期也不是新业务带来的影响。一个明显的信号是近期美国银行、巴克莱等机构纷纷下调了对甲骨文的评级，其目标股价只有70美元左右，低于目前的近80美元，相比微软、谷歌等业务竞争者也低上太多，主流分析师评级也以保守为主。\n\n彭博分析师阿努拉格・拉纳表示：“对甲骨文来说，最大的问题是如何恢复业务增长，而这方面似乎没有什么太大进展。”其原因是甲骨文困于传统业务，缺乏新的增长点。\nThird Bridge分析师斯科特•克雷斯勒评论“甲骨文最大的问题之一是，尽管该公司专注于云解决方案，但其收入增长一直非常有限。”——换句话说，尽管公司或多或少地在增加对云计算的投入并推进执行，财务数据上却几乎没有体现，多年来甲骨文两大核心业务占比始终高于80%，2020财年第四季度甚至不降反升到93.9%。\n\n值得注意的是，甲骨文股价过去几个月的大幅增长，很大程度上都与三月份宣布的200亿股份回购计划有关，这是甲骨文市值的近十分之一。\n在云计算的追逐战中，甲骨文经常被评论为错失机会的角色。相比于亚马逊、微软、SalesForce，甚至市场份额不到10%的谷歌，云计算的落后真的让甲骨文失去了未来的想象空间？\n老牌巨头创新难，甲骨文失去想象空间了吗？\n谈到甲骨文在云计算上的失算，往往会总结出三个原因。\n甲骨文从来不缺开发云计算业务的钱，首先影响转型步伐的，是人员。从一开始CEO拉里·埃里森对云计算的轻视，到后来确定云计算战略时管理层的巨大分歧，再到后期裁员、高管出走等事件，甲骨文缺乏亚马逊最初发展云计算时“All in”的人员态度。\n第一步的落后造成了蝴蝶效应，在云计算业务上，甲骨文提前失去了潜在的用户粘性。正如大型客户不会轻易放弃甲骨文的后端配套产品转投竞争对手，选择好云计算合作伙伴的企业为了避免重新部署和设计的风险与麻烦，也难以脱离设置好的环境，选择甲骨文这样的后来者。\n而且，如果说云计算是新时代的商业地产，那亚马逊原本就是开发商（电商平台），微软也深知平台的重要性（软件与系统平台），而甲骨文却缺少这种平台式经验。都是为客户服务，经营一个云平台与经营一系列软件、数据库产品、后端系统差异极大。\n因此，最终支持甲骨文股价与市值的因素将至少包含与云计算挂钩的新数据库服务、企业应用和公有云。可以肯定的是，甲骨文不缺乏增长空间，但市场对它的想象不是增长的上限，而是数据能表达的下限——至少不能永远停留在口头的美好预期。\n十年前，微软也曾陷入相似的境地，它选择大刀阔斧地改革公司架构与战略，最终Azure的成功证明了其正确性。甲骨文的策略从某种程度上说正是在学习微软，它甚至打通了彼此的云计算业务数据中心。\n坐拥数十年积累的市场、技术与服务经验，只要甲骨文还在改变，就不应该过早地做出负面的评断。\n结语\n总之，对甲骨文的云计算未来保持看好态度最重要的原因是，一个优秀的云服务商需要在组织流程、系统性、IT管理等方面具备综合能力，让用户只需要集中精力使用这些服务完成自己的业务，换句话说，这是To B的基因才能完成的事，这恰好是甲骨文的强项。\n谷歌的云计算业务起色无法和排行第二的微软媲美，甚至被阿里云反超，正是因为谷歌To C的基因深入骨髓，有媒体评价，谷歌云发展初期对“兜售技术”的重视性远高于满足客户需求，这是B端业务的大忌。甲骨文则拥有得天独厚的B端基因，加上数据库与后端业务打下的基础，它需要且正在做的事，就是让客户与华尔街看清自己独特的价值。","news_type":1,"symbols_score_info":{"ORCL":0.9}},"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121806324,"gmtCreate":1624457804168,"gmtModify":1703837363971,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"…","listText":"…","text":"…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121806324","repostId":"1146565871","repostType":4,"repost":{"id":"1146565871","kind":"news","pubTimestamp":1624455991,"share":"https://ttm.financial/m/news/1146565871?lang=en_US&edition=fundamental","pubTime":"2021-06-23 21:46","market":"us","language":"zh","title":"U.S. Markit manufacturing PMI hit record in June, services PMI fell short of expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1146565871","media":"华尔街见闻","summary":"美国6月Markit制造业PMI初值62.6，高于预期的61.5以及前值62.1。","content":"<p>Financial data provider IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>On Wednesday, the U.S. manufacturing and service PMI data for June were released. Among them, the initial value of manufacturing PMI was higher than expected, hitting a new high since records began in 2007. The initial value of service PMI released in the same period was lower than expected and declined, but it was still at an all-time high.</p><p>According to data, the initial value of the U.S. Markit manufacturing PMI in June was 62.6, higher than the expected 61.5 and the previous value of 62.1, setting the highest level since records began in 2007.</p><p><img src=\"https://static.tigerbbs.com/2ef76bb72997ac135dfb8e759ab6d349\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>The Markit U.S. services PMI index released in the same period recorded 64.8 at the beginning of June, which was lower than the expected 70 and the pre-May value of 70.4, but it was still at a high level.</p><p><img src=\"https://static.tigerbbs.com/6c905d7c20d8a9a5d235949b994e86ac\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p><p>Under the influence of service industry data, the Markit U.S. Composite PMI recorded 63.9 at the beginning of June, a significant decrease from 68.7 in May.</p><p><img src=\"https://static.tigerbbs.com/1a3fe8e2812d33165ecf56ccc7bb4f43\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>Regarding the economic situation this month, IHS Markit pointed out in the data report that employment problems were still common in June, because some experts said that it is still difficult to find experienced candidates for existing job vacancies. In addition, price pressures remained elevated in June. The rate of increase in input prices has slowed slightly, but is still the second fastest in history. The manufacturing industry is still focused on the rapid increase of raw material and fuel costs, while the service industry is focused on high wages to attract workers, as well as higher transportation and fuel costs.</p><p>Chris Williamson, chief business economist at IHS Markit, said after the data was released that the preliminary PMI value in June showed that the U.S. economy achieved impressive growth that month. Although output growth and new order inflows in manufacturing and service industries have declined, the reason for this situation is that capacity constraints have limited the ability of enterprises to respond to demand, rather than the cooling of the economy.</p><p>However, he also said that although the price level has declined from the historical high in May, the economy is still very hot. Prices of goods and services are still soaring, record supply shortages are worsening rather than improving, companies are struggling to fill the gaps, and manufacturing inventories are being depleted at a worrying rate as companies struggle to meet market demand.</p><p>In addition, Chris Williamson also pointed out that although the economic growth rate in the second quarter may hit its peak, the subsequent inflation peak may be much higher than this.</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Markit manufacturing PMI hit record in June, services PMI fell short of expectations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Markit manufacturing PMI hit record in June, services PMI fell short of expectations\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-23 21:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Financial data provider IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>On Wednesday, the U.S. manufacturing and service PMI data for June were released. Among them, the initial value of manufacturing PMI was higher than expected, hitting a new high since records began in 2007. The initial value of service PMI released in the same period was lower than expected and declined, but it was still at an all-time high.</p><p>According to data, the initial value of the U.S. Markit manufacturing PMI in June was 62.6, higher than the expected 61.5 and the previous value of 62.1, setting the highest level since records began in 2007.</p><p><img src=\"https://static.tigerbbs.com/2ef76bb72997ac135dfb8e759ab6d349\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>The Markit U.S. services PMI index released in the same period recorded 64.8 at the beginning of June, which was lower than the expected 70 and the pre-May value of 70.4, but it was still at a high level.</p><p><img src=\"https://static.tigerbbs.com/6c905d7c20d8a9a5d235949b994e86ac\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p><p>Under the influence of service industry data, the Markit U.S. Composite PMI recorded 63.9 at the beginning of June, a significant decrease from 68.7 in May.</p><p><img src=\"https://static.tigerbbs.com/1a3fe8e2812d33165ecf56ccc7bb4f43\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>Regarding the economic situation this month, IHS Markit pointed out in the data report that employment problems were still common in June, because some experts said that it is still difficult to find experienced candidates for existing job vacancies. In addition, price pressures remained elevated in June. The rate of increase in input prices has slowed slightly, but is still the second fastest in history. The manufacturing industry is still focused on the rapid increase of raw material and fuel costs, while the service industry is focused on high wages to attract workers, as well as higher transportation and fuel costs.</p><p>Chris Williamson, chief business economist at IHS Markit, said after the data was released that the preliminary PMI value in June showed that the U.S. economy achieved impressive growth that month. Although output growth and new order inflows in manufacturing and service industries have declined, the reason for this situation is that capacity constraints have limited the ability of enterprises to respond to demand, rather than the cooling of the economy.</p><p>However, he also said that although the price level has declined from the historical high in May, the economy is still very hot. Prices of goods and services are still soaring, record supply shortages are worsening rather than improving, companies are struggling to fill the gaps, and manufacturing inventories are being depleted at a worrying rate as companies struggle to meet market demand.</p><p>In addition, Chris Williamson also pointed out that although the economic growth rate in the second quarter may hit its peak, the subsequent inflation peak may be much higher than this.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633694\">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/135fb5b6f21d9ee05edcb64a0736f62f","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3633694","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1146565871","content_text":"金融数据供应商IHS Markit周三公布了美国6月的制造业和服务业PMI数据，其中制造业PMI初值高于预期，创2007年有纪录以来新高，同期公布的服务业PMI初值不及预期，有所下滑，但仍处于历史高位。\n根据数据，美国6月Markit制造业PMI初值62.6，高于预期的61.5以及前值62.1，创下2007年有纪录以来的最高水平。\n\n同期公布的Markit美国服务业PMI指数6月初值录得64.8，不及预期的70和5月前值70.4，不过仍处于较高水平。\n\n在服务业数据的影响之下，Markit美国综合PMI的6月初值录得63.9，较5月的68.7明显下降。\n\n对于本月的经济状况，IHS Markit在数据报告当中指出，就业问题在6月仍然很普遍，因为有专家表示，目前仍难以为现有职位空缺寻找有经验的应聘者。此外，6月份的价格压力仍然维持高位。投入品价格上涨速度略有放缓，但仍是历史上第二快。制造业的关注点仍在于原材料和燃料成本的快速增长，而服务业的关注点则是为吸引工人而提出的的高工资，以及更高的运输费用和燃料成本。\nIHS Markit的首席商业经济学家Chris Williamson在数据公布之后表示，6月的PMI初值表明，美国经济当月取得了令人印象深刻的增长。虽然制造业和服务业的产出增长和新订单流入都出现了回落，但出现这种状况的原因是产能受限使得企业应对需求的能力受到限制，而非经济出现降温。\n不过他也表示，虽然价格水平从5月的历史高位出现下滑，但经济目前仍然非常热。商品和服务的价格仍在急升，创纪录的供应短缺正在恶化而非出现改善，企业正在努力填补空缺，而制造业库存的消耗速度也令人担忧，因为企业正在努力满足市场需求。\n此外Chris Williamson还指出，虽然二季度的经济增速或将触及峰值，但后续的通胀峰值则可能远高于此。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167428726,"gmtCreate":1624282853965,"gmtModify":1703832371701,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Hh","listText":"Hh","text":"Hh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167428726","repostId":"2145087340","repostType":4,"isVote":1,"tweetType":1,"viewCount":2199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162177668,"gmtCreate":1624052644754,"gmtModify":1703827567558,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"rr","listText":"rr","text":"rr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162177668","repostId":"2144677973","repostType":4,"repost":{"id":"2144677973","kind":"news","pubTimestamp":1624022400,"share":"https://ttm.financial/m/news/2144677973?lang=en_US&edition=fundamental","pubTime":"2021-06-18 21:20","market":"us","language":"zh","title":"Ye Yunhong: Gold rebounded 1795, bearish on 70, oil 72.1, bearish on new lows","url":"https://stock-news.laohu8.com/highlight/detail?id=2144677973","media":"新浪财经","summary":"6月18日，黄金昨天最高1825，最低1767，日跌幅高达58美金，和前一日的大跌幅度差不多，下跌途中伴随着小幅度的反弹，但仅仅只是反弹，最终都是以下跌收尾，空头还属于强势阶段，跌势仍然没有止步，日线大阴线告诉我们今天的黄金思路将会继续看跌！基本上反弹就是干空机会，关注上方阻力在1795，反弹依托这里阻力高空！投资者据此操作，风险自担。","content":"<p><html><body><div>On June 18th, gold reached a maximum of 1825 and a minimum of 1767 yesterday, with a daily decline of 58 US dollars, which was similar to the previous day's sharp drop. The decline was accompanied by a small rebound, but it was just a rebound, and it ended with a decline in the end. The short position is still in a strong stage, and the decline has not stopped. The daily big negative line tells us that today's gold thinking will continue to be bearish! Basically, the rebound is a dry-empty opportunity. Pay attention to the upper resistance at 1795, and the rebound relies on the high resistance here!</p><p>The latest gold operation suggestions:</p><p>1795-1797 short line, stop loss 1803, target 1780-1770</p><p>　　<span>crude oil</span><span></span>Yesterday, it went up and down as scheduled. I believe that my friends who followed Lao Ye to short made a lot of money. After rushing up and falling back, 72.1-72.2 short has successfully reached the expected target of 70.6, and won 15 points! Yesterday, it was said that the pressure above began to appear, and the daily Bollinger Bands began to flatten, and even showed signs of closing. This at least shows that there is definitely no new high in the oil price rebound. 72.95 will be a resistance point in the near future, and what I want to tell you is that the fall is not over yet, and today's layout is very simple. Continue to follow the trend and mainly follow the high altitude!</p><p>Latest crude oil operation suggestions:</p><p>71.3-71.5 short line, stop loss 72, target 69.8-68</p><p><div></div><font><a href=\"https://laohu8.com/S/SINA\">SINA</a>Disclaimer: Sina.com publishes this article for the purpose of conveying more information, which does not mean that it agrees with its views or confirms its description. The content of the article is for reference only and does not constitute investment advice. Investors operate accordingly at their own risk.</font><div><div><img src=\"\"/></div><div>Massive information and accurate interpretation, all in Sina Finance APP</div></div>Editor in charge: Chen Ping</p><p></div></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>Ye Yunhong: Gold rebounded 1795, bearish on 70, oil 72.1, bearish on new lows</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\">\nYe Yunhong: Gold rebounded 1795, bearish on 70, oil 72.1, bearish on new lows\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-06-18 21:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div>On June 18th, gold reached a maximum of 1825 and a minimum of 1767 yesterday, with a daily decline of 58 US dollars, which was similar to the previous day's sharp drop. The decline was accompanied by a small rebound, but it was just a rebound, and it ended with a decline in the end. The short position is still in a strong stage, and the decline has not stopped. The daily big negative line tells us that today's gold thinking will continue to be bearish! Basically, the rebound is a dry-empty opportunity. Pay attention to the upper resistance at 1795, and the rebound relies on the high resistance here!</p><p>The latest gold operation suggestions:</p><p>1795-1797 short line, stop loss 1803, target 1780-1770</p><p>　　<span>crude oil</span><span></span>Yesterday, it went up and down as scheduled. I believe that my friends who followed Lao Ye to short made a lot of money. After rushing up and falling back, 72.1-72.2 short has successfully reached the expected target of 70.6, and won 15 points! Yesterday, it was said that the pressure above began to appear, and the daily Bollinger Bands began to flatten, and even showed signs of closing. This at least shows that there is definitely no new high in the oil price rebound. 72.95 will be a resistance point in the near future, and what I want to tell you is that the fall is not over yet, and today's layout is very simple. Continue to follow the trend and mainly follow the high altitude!</p><p>Latest crude oil operation suggestions:</p><p>71.3-71.5 short line, stop loss 72, target 69.8-68</p><p><div></div><font><a href=\"https://laohu8.com/S/SINA\">SINA</a>Disclaimer: Sina.com publishes this article for the purpose of conveying more information, which does not mean that it agrees with its views or confirms its description. The content of the article is for reference only and does not constitute investment advice. Investors operate accordingly at their own risk.</font><div><div><img src=\"\"/></div><div>Massive information and accurate interpretation, all in Sina Finance APP</div></div>Editor in charge: Chen Ping</p><p></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/money/nmetal/hjfx/2021-06-18/doc-ikqciyzk0433588.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4be30a3c11bd91e9d1f864c6a098fab1","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR","DUST":"二倍做空黄金矿业指数ETF-Direxion","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares"},"source_url":"https://finance.sina.com.cn/money/nmetal/hjfx/2021-06-18/doc-ikqciyzk0433588.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2144677973","content_text":"6月18日，黄金昨天最高1825，最低1767，日跌幅高达58美金，和前一日的大跌幅度差不多，下跌途中伴随着小幅度的反弹，但仅仅只是反弹，最终都是以下跌收尾，空头还属于强势阶段，跌势仍然没有止步，日线大阴线告诉我们今天的黄金思路将会继续看跌！基本上反弹就是干空机会，关注上方阻力在1795，反弹依托这里阻力高空！\n　　黄金最新操作建议：\n　　1795-1797一线空，止损1803，目标1780-1770\n　　原油昨日如期冲高回落，相信跟随老叶做空的朋友赚的盆满钵满了，冲高回落，72.1-72.2空已经成功达到预期目标70.6一线，拿下15点的收获！昨日说过上方的压力开始显现，日线布林带开始走平，甚至有收口的迹象，这至少表明油价反弹肯定没有新高了，72.95将是近期的一个阻力点，而且我要告诉大家的是回落还未完，对于今日的布局也很简单继续跟随趋势高空为主！\n　　原油最新操作建议：\n　　71.3-71.5一线空，止损72，目标69.8-68\n\n\n新浪声明：新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈平","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"NUGT":0.6,"SGCmain":0.6,"MGCmain":1,"DUST":0.6,"GLD":0.6,"IAU":0.6,"SGUmain":0.6,"GCmain":1,"GDX":0.6}},"isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162177951,"gmtCreate":1624052620773,"gmtModify":1703827566912,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"kk","listText":"kk","text":"kk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162177951","repostId":"2144771649","repostType":4,"repost":{"id":"2144771649","kind":"news","pubTimestamp":1624023060,"share":"https://ttm.financial/m/news/2144771649?lang=en_US&edition=fundamental","pubTime":"2021-06-18 21:31","market":"hk","language":"zh","title":"Zhao Jinwan: Analysis and operation strategies of gold and silver rise and fall in the evening of the gold bottom out","url":"https://stock-news.laohu8.com/highlight/detail?id=2144771649","media":"新浪财经","summary":"6月18日，周五，国际金价上涨，但在美联储转向鹰派，大幅提振美元后，黄金避险吸引力受到严重削弱，金价有望创下2020年3月以来最大周阴线。，在美联储宣布鹰派货币策略后，美元继续走强。另外美联储逆回购使用量再创记录高位也说明美联储可能即将宣布缩减购债。因美元融资市场流动性过剩，对美联储逆回购工具的使用需求一直在上升。美联储的资产购买操作和财政部减少现金账户余额是流动性过剩的部分原因。","content":"<p><html><body><div>[Analysis of gold market trend]</p><p>Friday, June 18, International<span>Gold Price</span><span></span>Rise, but gold prices are on track for their biggest weekly negative line since March 2020 after gold's safe-haven appeal was severely weakened after the Fed turned hawkish, giving a big boost to the dollar., The dollar continues to strengthen after the Federal Reserve announced a hawkish monetary strategy. In addition, the use of reverse repurchases by the Federal Reserve has hit a record high, which also indicates that the Federal Reserve may soon announce a reduction in bond purchases. However, a sharp drop in U.S. bond yields and a renewed increase in initial applications limited the decline in gold prices. Due to excess liquidity in the US dollar financing market, the demand for the use of the Federal Reserve's reverse repurchase facility has been rising. The Fed's asset purchase operations and the Treasury's reduction of cash account balances are partly responsible for the excess liquidity. Although the main benchmark interest rate of the Federal Reserve is still stable at 0.06%, the increasing oversupply of dollars in the short-term financing market is pushing down short-term interest rates, so the Federal Reserve has raised its managed interest rate.</p><p>The daily line closed with a full and big negative line, and today the short-term will continue to drop inertially and close to a new low. Gold continued to fall in volume yesterday. The Federal Reserve unexpectedly hinted that it would raise interest rates earlier than expected and end the emergency bond purchase plan. The Fed's monetary policy stance has turned hawkish. Boosting the rise of the US dollar, gold suffered a setback, setting a recent big decline. And it has fallen for two consecutive trading days, and the news side has driven the technical side to reverse short positions. In the accelerated downward stage, yesterday also opened weakly, reaching a low of 1767, and a very weak unilateral decline close to the short moving average in 4 hours. The correction range was not large, and it was almost a non-stop continuous negative decline, while the daily line closed low. Today, the short-term may go to a new low inertially first, but we should pay attention to the spatial persistence. There are signs of convergence and slowing down in some parts, and it has now reached a strong support position of 0.618 in pullback/retracement. Although there was no strong counter-pumping yesterday, it may be rebounded and corrected after today's dip. Therefore, in terms of comprehensive analysis today's operation, it is recommended to do more at low levels, focusing on the short-term resistance of 1800-1803 at the top, and the support of 1780-1777 at the bottom.</p><p>　　【<span>crude oil</span><span></span>Market trend analysis]</p><p>On Friday (June 18), international oil prices fell for the second consecutive trading day, as the prospect of U.S. rate hike inspired the dollar to soar. The number of new cases in a single day in the UK hit a new high since mid-February, and the prospects for the Iranian nuclear negotiations have further improved, all of which have suppressed market sentiment due to the strengthening of the US dollar and the counterattack of the British epidemic. However, the deadlock in the Iranian nuclear negotiations due to the Iranian election has limited the decline in oil prices. Although oil prices have encountered short-term resistance, their overall trend is still strong. The UK said in its daily update that the number of deaths within 28 days of testing positive for the new crown increased by 19, continuing the recent trend of low new deaths. Britain postponed the final phase of easing of epidemic prevention restrictions earlier this week as the Delta strain, first discovered in India, caused an outbreak in the UK. The number of new cases surged, but the death toll remained low.</p><p>After the daily line finally closed at the position of 70.726, the market closed in a spindle shape with a lower shadow line longer than the upper shadow line, and the crude oil showed signs of rising and encountering resistance. Four-hour crude oil surged and fell, and obviously the top of the 73 stage basically appeared. After all, the strong pressure near 76 was obvious, with an increase of less than $3 above, but a space of $10 below. Crude oil fluctuated in a narrow range near the middle rail. At present, Bollinger Bands are in the open period, and the MA5 moving average breaks through the MA10 moving average to form a dead fork.</p><p><div></div><div><div><img src=\"\"/></div><div>Massive information and accurate interpretation, all in<a href=\"https://laohu8.com/S/SINA\">SINA</a>Finance APP</div></div>Editor in charge: Chen Ping</p><p></div></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>Zhao Jinwan: Analysis and operation strategies of gold and silver rise and fall in the evening of the gold bottom 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\">\nZhao Jinwan: Analysis and operation strategies of gold and silver rise and fall in the evening of the gold bottom out\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-06-18 21:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div>[Analysis of gold market trend]</p><p>Friday, June 18, International<span>Gold Price</span><span></span>Rise, but gold prices are on track for their biggest weekly negative line since March 2020 after gold's safe-haven appeal was severely weakened after the Fed turned hawkish, giving a big boost to the dollar., The dollar continues to strengthen after the Federal Reserve announced a hawkish monetary strategy. In addition, the use of reverse repurchases by the Federal Reserve has hit a record high, which also indicates that the Federal Reserve may soon announce a reduction in bond purchases. However, a sharp drop in U.S. bond yields and a renewed increase in initial applications limited the decline in gold prices. Due to excess liquidity in the US dollar financing market, the demand for the use of the Federal Reserve's reverse repurchase facility has been rising. The Fed's asset purchase operations and the Treasury's reduction of cash account balances are partly responsible for the excess liquidity. Although the main benchmark interest rate of the Federal Reserve is still stable at 0.06%, the increasing oversupply of dollars in the short-term financing market is pushing down short-term interest rates, so the Federal Reserve has raised its managed interest rate.</p><p>The daily line closed with a full and big negative line, and today the short-term will continue to drop inertially and close to a new low. Gold continued to fall in volume yesterday. The Federal Reserve unexpectedly hinted that it would raise interest rates earlier than expected and end the emergency bond purchase plan. The Fed's monetary policy stance has turned hawkish. Boosting the rise of the US dollar, gold suffered a setback, setting a recent big decline. And it has fallen for two consecutive trading days, and the news side has driven the technical side to reverse short positions. In the accelerated downward stage, yesterday also opened weakly, reaching a low of 1767, and a very weak unilateral decline close to the short moving average in 4 hours. The correction range was not large, and it was almost a non-stop continuous negative decline, while the daily line closed low. Today, the short-term may go to a new low inertially first, but we should pay attention to the spatial persistence. There are signs of convergence and slowing down in some parts, and it has now reached a strong support position of 0.618 in pullback/retracement. Although there was no strong counter-pumping yesterday, it may be rebounded and corrected after today's dip. Therefore, in terms of comprehensive analysis today's operation, it is recommended to do more at low levels, focusing on the short-term resistance of 1800-1803 at the top, and the support of 1780-1777 at the bottom.</p><p>　　【<span>crude oil</span><span></span>Market trend analysis]</p><p>On Friday (June 18), international oil prices fell for the second consecutive trading day, as the prospect of U.S. rate hike inspired the dollar to soar. The number of new cases in a single day in the UK hit a new high since mid-February, and the prospects for the Iranian nuclear negotiations have further improved, all of which have suppressed market sentiment due to the strengthening of the US dollar and the counterattack of the British epidemic. However, the deadlock in the Iranian nuclear negotiations due to the Iranian election has limited the decline in oil prices. Although oil prices have encountered short-term resistance, their overall trend is still strong. The UK said in its daily update that the number of deaths within 28 days of testing positive for the new crown increased by 19, continuing the recent trend of low new deaths. Britain postponed the final phase of easing of epidemic prevention restrictions earlier this week as the Delta strain, first discovered in India, caused an outbreak in the UK. The number of new cases surged, but the death toll remained low.</p><p>After the daily line finally closed at the position of 70.726, the market closed in a spindle shape with a lower shadow line longer than the upper shadow line, and the crude oil showed signs of rising and encountering resistance. Four-hour crude oil surged and fell, and obviously the top of the 73 stage basically appeared. After all, the strong pressure near 76 was obvious, with an increase of less than $3 above, but a space of $10 below. Crude oil fluctuated in a narrow range near the middle rail. At present, Bollinger Bands are in the open period, and the MA5 moving average breaks through the MA10 moving average to form a dead fork.</p><p><div></div><div><div><img src=\"\"/></div><div>Massive information and accurate interpretation, all in<a href=\"https://laohu8.com/S/SINA\">SINA</a>Finance APP</div></div>Editor in charge: Chen Ping</p><p></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/money/nmetal/analyst/2021-06-18/doc-ikqciyzk0434981.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c307757575ffe3d6ca9295ced646627f","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","IAU":"黄金信托ETF-iShares","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR","DUST":"二倍做空黄金矿业指数ETF-Direxion","NUGT":"二倍做多黄金矿业指数ETF-Direxion"},"source_url":"https://finance.sina.com.cn/money/nmetal/analyst/2021-06-18/doc-ikqciyzk0434981.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2144771649","content_text":"【黄金行情走势分析】\n6月18日，周五，国际金价上涨，但在美联储转向鹰派，大幅提振美元后，黄金避险吸引力受到严重削弱，金价有望创下2020年3月以来最大周阴线。，在美联储宣布鹰派货币策略后，美元继续走强。另外美联储逆回购使用量再创记录高位也说明美联储可能即将宣布缩减购债。不过，美债收益率大跌以及初请人数再度增加限制了金价下跌。因美元融资市场流动性过剩，对美联储逆回购工具的使用需求一直在上升。美联储的资产购买操作和财政部减少现金账户余额是流动性过剩的部分原因。尽管美联储的主要基准利率还稳定在0.06%，但短期融资市场美元日益供过于求，正压低短期利率，为此美联储上调了管理利率。\n　　日线收盘一根饱满大阴线，今日短线还会惯性的下探收出新低，黄金昨日延续性爆量下跌，受此前美联储出乎市场意料地暗示将较预期提前升息及结束紧急购债计划。美联储货币政策立场转向鹰派。提振美元上涨，黄金受挫，创下了近期的阳大跌幅。且是连续两个交易日的下挫，消息面带动技术面的反转空头。加速下行阶段，昨日同样是开盘一路弱势下跌，最低至1767低位，4小时贴着短均线的极弱单边下跌，修正的幅度不大，几乎是无停顿式连阴下挫，而日线的收低。今日短线可能先惯性的走一波新低，但要留意空间持续性，局部有收敛放缓迹象，目前也到了回撤0.618的一个强支撑位置。昨日触及虽未强反抽，可能今日下探后进行反弹修正。所以综合分析今天操作上建议低位做多为主，上方关注1800-1803短期阻力，下方关注1780-1777支撑。\n　　【原油行情走势分析】\n　　周五（6月18日），国际油价连续第二个交易日下跌，因美国加息前景激励美元飙升。英国单日新增病例创2月中旬以来新高，伊核谈判前景进一步向好，都打压了市场人气，因美元走强且英国疫情反扑，不过伊核谈判因伊朗大选陷入僵局限制了油价的跌势。尽管油价短线遇阻，但整体来看其走势仍然偏强。英国在每日更新报告中称，在新冠检测呈阳性后28天内死亡的病例数增加19例，延续了最近新增死亡人数较低的趋势。因首次在印度发现的Delta毒株在英国引发疫情，英国本周初推迟了对防疫限制措施最后阶段的放松。新增病例数激增，但死亡人数保持低位。\n　　日线最终收线在了70.726的位置后行情以一根下影线长于上影线的纺锤形态收线后，原油表现出冲高遇阻迹象。四小时级别原油冲高回落，显然基本73阶段顶部出现，毕竟76附近强压明显，上面不到3美金涨幅但是下得10美金空间，原油在失守布林带中轨位置后窄幅震荡于中轨附近，当前布林带处于开口期，MA5均线向下穿破MA10均线形成死叉，KDJ随机指标三线并拢向下，到达超卖，MACD指标绿色动能柱开始出现，快慢线死叉向下，目前原油出现了一次闪崩的走势，72.2-69.4一次3美金的幅度，目前需要关注原油反弹力度，如果原油反弹比较疲软，那么我们有理由相信原油出现见顶迹象，所以综合分析操作上建议反弹做空为主，上方关注71.5-71.7短期阻力，下方关注69.5-69.7一线支撑、\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈平","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"IAU":0.6,"NUGT":0.6,"SImain":1,"SGCmain":0.6,"GDX":0.6,"GCmain":1,"MGCmain":1,"SGUmain":0.6,"DUST":0.6,"GLD":0.6}},"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162174764,"gmtCreate":1624052606358,"gmtModify":1703827566751,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"yy","listText":"yy","text":"yy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162174764","repostId":"2144877747","repostType":4,"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162174515,"gmtCreate":1624052587837,"gmtModify":1703827566590,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"df","listText":"df","text":"df","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162174515","repostId":"2144712122","repostType":4,"repost":{"id":"2144712122","kind":"news","pubTimestamp":1623911280,"share":"https://ttm.financial/m/news/2144712122?lang=en_US&edition=fundamental","pubTime":"2021-06-17 14:28","market":"sh","language":"zh","title":"Sheng Wenbing: Gold has broken its position and the big negative line rebounded today, shorting on rallies","url":"https://stock-news.laohu8.com/highlight/detail?id=2144712122","media":"新浪财经","summary":"将超额准备金利率上调至0.15%，之前为0.10%；将隔夜逆回购利率上调至0.05%，之前为0.00%。中位数预期显示到2023年年底将加息两次，13名美联储官员预计2023年年底前将加息，3月份时预计加息的仅有七人。另外她指出，美国正在寻求各种途径，迅速全面地暂停和取消数字服务税。　　据悉日本计划解除东京都的新冠疫情紧急状态，日本首相菅义伟将于周四决定是否解除。纳指闻讯一度转涨，现货黄金重回1840关口，低位反弹逾9美元。","content":"<p><html><body><div>On June 17, the Federal Funds rate target remained unchanged at 0.00%-0.25%, and the pace of bond purchases of US $120 billion per month remained unchanged. Raised the excess reserves rate (IOER) to 0.15%, compared to 0.10% previously; Increased the overnight reverse repo rate to 0.05% from 0.00% previously. The median forecast shows two rate hike by the end of 2023, and 13 Fed officials expect a rate hike by the end of 2023, compared with only seven who expected a rate hike in March.</p><p>The Federal Reserve will make a judgment on making \"further substantial progress\", and the policy will continue to provide strong support for the economy; Rate hike discussion is not the focus of this resolution and it is premature. Many participants predict that rate hike's conditions will be met sooner; The economic recovery is still incomplete, and due to the continued emergence and spread of novel coronavirus pneumonia mutant strains, the prospect of recovery remains risky; Inflation may remain high in the coming months before easing, believing that inflation levels will be higher in 2023; Factors affecting job growth should weaken in the coming months, with strong job creation expected in the summer and fall; Fiscal support in fiscal year 2022 will be inferior to that in fiscal year 2021, the United States removed its strategic reserves last week<span>crude oil</span><span></span>Inventories decreased by 7.355 million barrels to 466.7 million barrels, a decrease of 1.6%; EIA gasoline inventories in the United States increased by 1.954 million tons in the week ended June 11, while refined oil inventories decreased by 1.02 million barrels; Domestic crude oil production in the United States increased by 200,000 barrels last week to 11.2 million barrels per day; Commercial crude oil imports excluding strategic reserves last week were 6.746 million barrels per day, an increase of 108,000 barrels per day from the previous week; Crude oil exports increased by 953,000 barrels per day last week to 3.884 million barrels per day.</p><p>Saudi Energy Minister Abdulaziz said at the Robinhood Investor Conference on Wednesday that the lack of new investment in exploration could trigger a new supercycle in global oil prices, and it is his job and other people's job responsibilities to prevent such a supercycle from happening. Foreign media reported that this remark marked Abdul Aziz's attempt to directly contact Wall Street. Speaking to a hedge fund audience is a rarity among members of the Saudi royal family, after Saudi energy ministers tended to have closed-door discussions with influential market players such as commodity hedge funds.</p><p>U.S. Treasury Secretary Yellen said that we are monitoring inflation very carefully and taking it seriously. The current outbreak of inflation reflects the difficulty of reopening an economy that has been closed. No one wants to repeat the inflation of the 1970s. In addition, she pointed out that the United States is seeking various ways to quickly and comprehensively suspend and cancel the digital service tax.</p><p>Saudi Energy Minister Abdulaziz told the Robinhood Investor Conference on Wednesday that the lack of new investment in exploration could trigger a new supercycle in global oil prices, and it is his job to prevent such a supercycle from happening. Foreign media reported that this remark marked Abdul Aziz's attempt to directly contact Wall Street. Speaking to a hedge fund audience is rare among members of the Saudi royal family.</p><p>European Central Bank Vice President Guindos said that stimulus measures should be gradually withdrawn, but don't exaggerate. The emergency anti-epidemic bond purchase program (PEPP) is strictly limited by the epidemic situation. Crucially, rising inflation does not have a second-round effect, the spillover effect of high food and oil prices on wages and overall consumer prices. In addition, it is reported that the European Central Bank will extend the period of bank leverage ratio reduction measures for nine months.</p><p>It is reported that Japan plans to lift the COVID-19 pandemic emergency in Tokyo, and Japanese Prime Minister Suga Yoshihide will decide whether to lift it on Thursday. However, Japanese experts believe that Tokyo may need to issue another declaration of emergency during the Olympic Games.</p><p>Powell said that recent discussions will only focus on the rhythm of asset purchases, and do not consider the too distant rate hike issue. The FOMC discussed the progress of economic recovery in the context of QE, believing that the economy has not yet reached the appropriate level of reducing the scale of bond purchases. The Nasdaq once turned higher after hearing the news, and spot gold returned to the 1840 mark, rebounding from a low level of more than $9.</p><p>After the Federal Reserve announced that most officials expect two rate hike in 2023, the US Dollar Index rose above 91 for the first time in a month; The 10-year U.S. Treasury yield rose the most in three months. The Dow closed down more than 200 points for the first time in four weeks, and the pan-European stock index hit a record high for nine consecutive days. Gold futures closed out of a one-month low. After the Federal Reserve meeting, they dived 3% after hours. U.S. oil continued to hit a new high in more than two and a half years, and Brent oil hit a new high in two years for five consecutive days, and turned down after hours. Lun Copper closed out of a more than seven-week low and failed to recover $10,000 in three days.</p><p>Important data and financial events on June 17 (Thursday);</p><p>06: 45 New Zealand's first quarter GDP quarterly rate</p><p>09:30 Australia's seasonally adjusted unemployment rate in May</p><p>15:30 Swiss central bank demand deposit interest rate in June</p><p>16:30 Swiss National Bank announced its interest rate decision and held a press conference</p><p>17:00 Eurozone May non-seasonally adjusted CPI annual rate final value</p><p>20:30 U.S. initial jobless claims for the week ending June 12</p><p>Technical analysis</p><p>XAUUSD ~ Gold ~ 1 Hour Level</p><p><div><img src=\"http://n.sinaimg.cn/finance/transform/51/w550h301/20210617/68bd-krpikqf5986333.png\"/><span></span></div>Gold fell sharply yesterday due to the impact of the Federal Reserve's interest rate decision. The price of the daily line fell below the 40-day moving average and closed the bearish signal of the big negative line. The price trend confirmed the reversal. The dead cross of the MACD fast and slow lines continued to go downward, and the fast line was close to the 0 axis. Looking at the 1-hour level again, the price falls below the downward<a href=\"https://laohu8.com/S/42T.SI\">Trendline</a>, short-term withdrawal is difficult, and the MACD fast and slow lines continue to cross downward below the 0 axis. Therefore, today's gold trend has an advantage in short positions. Wait for the price to rebound near the downward trend line today to see the signal layout of empty orders. The target is near the previous low of 1803.</p><p>XAUUSD Trading Strategy (Short)</p><p>Entry point: around 1820, stop loss point: 1827, take profit point: 1810-1800</p><p>XAGUSD ~<span>Silver</span><span></span>~ 1 hour level</p><p><div><img src=\"http://n.sinaimg.cn/finance/transform/52/w550h302/20210617/fbd5-krpikqf5986987.png\"/><span></span></div>Similar to gold, silver has seen a larger price decline. The daily level price fell below the 40-day moving average and closed the bearish signal of the barin line with the lower shadow line. The previous high volatility trend was destroyed, and the short-term price would fall. The MACD fast and slow lines continued to fall. The 1-hour price fell below the previous shock range, and the trend resonated with the daily trend. The downward trend of the price strengthened, and the MACD fast and slow lines continued to go downward below the 0 axis. Therefore, the trend of silver today is mainly short and downward. Today, wait for the price to rebound again near the downward trend line and see the signal layout of empty orders. Target near the previous low.</p><p>XAGUSD Trading Strategy (Short)</p><p>Entry point: near 27.6, stop loss: 28.3, take profit point: 26.9-26.2</p><p>USOIL ~ crude oil ~ 1 hour grade</p><p><div><img src=\"http://n.sinaimg.cn/finance/transform/51/w550h301/20210617/0368-krpikqf5988281.png\"/><span></span></div>Yesterday, crude oil will fall after its surge, and the short-term decline will be relatively large. The price of the daily line rushed higher than the upper track of the Bollinger Bands and encountered resistance, and the barin line of the upper shadow line was bearish at a high level. The short-term price would have to pull back, and the MACD fast and slow lines began to flatten. Looking at the 1-hour level again, the price fell below the upward trend line, causing the previous trend to be reversed, and the MACD fast and slow line has fallen below the 0 axis. Therefore, today's crude oil trend is mainly short and downward. Today, wait for the price to rise again near the downward trend line to see the signal layout of empty orders. The target is near the previous low of 71.3.</p><p>USOIL Trading Strategy (Short)</p><p>Entry point: near 72.8, stop loss: 73.8, take profit point: 71.8-71.3</p><p>EURUSD ~ Europe and America ~ 1 hour level</p><p>Affected by the Federal Reserve's interest rate decision, the euro plummeted instantly. The daily level price fell below the 60-day moving average to close the bearish signal of the big negative line, the high downward channel was established, the MACD fast and slow lines continued to decline, and the fast line had fallen below the 0 axis. At the 1-hour level, the price falls below the short-term shock platform, the price continues to decline, and the MACD fast and slow line continues to decline below the 0 axis. Therefore, the trend of the euro today is mainly short and downward. Today, wait for the price to rebound again near the downward trend line and see the signal layout of empty orders. The target is near the previous low of 1.1970.</p><p>EURUSD Trading Strategy (Short)</p><p>Entry point: near 1.2040, stop loss point: 1.2100, take profit point: 1.1970-1.1900</p><p>GBPUSD ~ British Pound ~ 1 Hour Level</p><p>Similar to the euro, the price of the pound fell weakly for a short period of time. The daily level price fell below the 40-day moving average and closed the bearish signal of the big negative line. The previous shock trend was destroyed, and the short-term price would fall. The MACD fast and slow lines continued to decline. Looking at the 1-hour level again, the price falls below the downward trend line, and it is difficult to return to the previous shock range in the short term. The MACD fast and slow line falls below the 0 axis and continues to go downward. Therefore, today's pound trend is short-selling. Today, waiting for the signal near the price to lay out empty orders. Target near the previous low.</p><p>GBPUSD Trading Strategy (Short)</p><p>Entry point: near 1.4020, stop loss point: 1.4090, take profit point: 1.3970-1.3900</p><p><div></div><font><a href=\"https://laohu8.com/S/SINA\">SINA</a>Disclaimer: Sina.com publishes this article for the purpose of conveying more information, which does not mean that it agrees with its views or confirms its description. The content of the article is for reference only and does not constitute investment advice. Investors operate accordingly at their own risk.</font><div><div><img src=\"\"/></div><div>Massive information and accurate interpretation, all in Sina Finance APP</div></div>Editor in charge: Chen Ping</p><p></div></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>Sheng Wenbing: Gold has broken its position and the big negative line rebounded today, shorting on rallies</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\">\nSheng Wenbing: Gold has broken its position and the big negative line rebounded today, shorting on rallies\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-06-17 14:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div>On June 17, the Federal Funds rate target remained unchanged at 0.00%-0.25%, and the pace of bond purchases of US $120 billion per month remained unchanged. Raised the excess reserves rate (IOER) to 0.15%, compared to 0.10% previously; Increased the overnight reverse repo rate to 0.05% from 0.00% previously. The median forecast shows two rate hike by the end of 2023, and 13 Fed officials expect a rate hike by the end of 2023, compared with only seven who expected a rate hike in March.</p><p>The Federal Reserve will make a judgment on making \"further substantial progress\", and the policy will continue to provide strong support for the economy; Rate hike discussion is not the focus of this resolution and it is premature. Many participants predict that rate hike's conditions will be met sooner; The economic recovery is still incomplete, and due to the continued emergence and spread of novel coronavirus pneumonia mutant strains, the prospect of recovery remains risky; Inflation may remain high in the coming months before easing, believing that inflation levels will be higher in 2023; Factors affecting job growth should weaken in the coming months, with strong job creation expected in the summer and fall; Fiscal support in fiscal year 2022 will be inferior to that in fiscal year 2021, the United States removed its strategic reserves last week<span>crude oil</span><span></span>Inventories decreased by 7.355 million barrels to 466.7 million barrels, a decrease of 1.6%; EIA gasoline inventories in the United States increased by 1.954 million tons in the week ended June 11, while refined oil inventories decreased by 1.02 million barrels; Domestic crude oil production in the United States increased by 200,000 barrels last week to 11.2 million barrels per day; Commercial crude oil imports excluding strategic reserves last week were 6.746 million barrels per day, an increase of 108,000 barrels per day from the previous week; Crude oil exports increased by 953,000 barrels per day last week to 3.884 million barrels per day.</p><p>Saudi Energy Minister Abdulaziz said at the Robinhood Investor Conference on Wednesday that the lack of new investment in exploration could trigger a new supercycle in global oil prices, and it is his job and other people's job responsibilities to prevent such a supercycle from happening. Foreign media reported that this remark marked Abdul Aziz's attempt to directly contact Wall Street. Speaking to a hedge fund audience is a rarity among members of the Saudi royal family, after Saudi energy ministers tended to have closed-door discussions with influential market players such as commodity hedge funds.</p><p>U.S. Treasury Secretary Yellen said that we are monitoring inflation very carefully and taking it seriously. The current outbreak of inflation reflects the difficulty of reopening an economy that has been closed. No one wants to repeat the inflation of the 1970s. In addition, she pointed out that the United States is seeking various ways to quickly and comprehensively suspend and cancel the digital service tax.</p><p>Saudi Energy Minister Abdulaziz told the Robinhood Investor Conference on Wednesday that the lack of new investment in exploration could trigger a new supercycle in global oil prices, and it is his job to prevent such a supercycle from happening. Foreign media reported that this remark marked Abdul Aziz's attempt to directly contact Wall Street. Speaking to a hedge fund audience is rare among members of the Saudi royal family.</p><p>European Central Bank Vice President Guindos said that stimulus measures should be gradually withdrawn, but don't exaggerate. The emergency anti-epidemic bond purchase program (PEPP) is strictly limited by the epidemic situation. Crucially, rising inflation does not have a second-round effect, the spillover effect of high food and oil prices on wages and overall consumer prices. In addition, it is reported that the European Central Bank will extend the period of bank leverage ratio reduction measures for nine months.</p><p>It is reported that Japan plans to lift the COVID-19 pandemic emergency in Tokyo, and Japanese Prime Minister Suga Yoshihide will decide whether to lift it on Thursday. However, Japanese experts believe that Tokyo may need to issue another declaration of emergency during the Olympic Games.</p><p>Powell said that recent discussions will only focus on the rhythm of asset purchases, and do not consider the too distant rate hike issue. The FOMC discussed the progress of economic recovery in the context of QE, believing that the economy has not yet reached the appropriate level of reducing the scale of bond purchases. The Nasdaq once turned higher after hearing the news, and spot gold returned to the 1840 mark, rebounding from a low level of more than $9.</p><p>After the Federal Reserve announced that most officials expect two rate hike in 2023, the US Dollar Index rose above 91 for the first time in a month; The 10-year U.S. Treasury yield rose the most in three months. The Dow closed down more than 200 points for the first time in four weeks, and the pan-European stock index hit a record high for nine consecutive days. Gold futures closed out of a one-month low. After the Federal Reserve meeting, they dived 3% after hours. U.S. oil continued to hit a new high in more than two and a half years, and Brent oil hit a new high in two years for five consecutive days, and turned down after hours. Lun Copper closed out of a more than seven-week low and failed to recover $10,000 in three days.</p><p>Important data and financial events on June 17 (Thursday);</p><p>06: 45 New Zealand's first quarter GDP quarterly rate</p><p>09:30 Australia's seasonally adjusted unemployment rate in May</p><p>15:30 Swiss central bank demand deposit interest rate in June</p><p>16:30 Swiss National Bank announced its interest rate decision and held a press conference</p><p>17:00 Eurozone May non-seasonally adjusted CPI annual rate final value</p><p>20:30 U.S. initial jobless claims for the week ending June 12</p><p>Technical analysis</p><p>XAUUSD ~ Gold ~ 1 Hour Level</p><p><div><img src=\"http://n.sinaimg.cn/finance/transform/51/w550h301/20210617/68bd-krpikqf5986333.png\"/><span></span></div>Gold fell sharply yesterday due to the impact of the Federal Reserve's interest rate decision. The price of the daily line fell below the 40-day moving average and closed the bearish signal of the big negative line. The price trend confirmed the reversal. The dead cross of the MACD fast and slow lines continued to go downward, and the fast line was close to the 0 axis. Looking at the 1-hour level again, the price falls below the downward<a href=\"https://laohu8.com/S/42T.SI\">Trendline</a>, short-term withdrawal is difficult, and the MACD fast and slow lines continue to cross downward below the 0 axis. Therefore, today's gold trend has an advantage in short positions. Wait for the price to rebound near the downward trend line today to see the signal layout of empty orders. The target is near the previous low of 1803.</p><p>XAUUSD Trading Strategy (Short)</p><p>Entry point: around 1820, stop loss point: 1827, take profit point: 1810-1800</p><p>XAGUSD ~<span>Silver</span><span></span>~ 1 hour level</p><p><div><img src=\"http://n.sinaimg.cn/finance/transform/52/w550h302/20210617/fbd5-krpikqf5986987.png\"/><span></span></div>Similar to gold, silver has seen a larger price decline. The daily level price fell below the 40-day moving average and closed the bearish signal of the barin line with the lower shadow line. The previous high volatility trend was destroyed, and the short-term price would fall. The MACD fast and slow lines continued to fall. The 1-hour price fell below the previous shock range, and the trend resonated with the daily trend. The downward trend of the price strengthened, and the MACD fast and slow lines continued to go downward below the 0 axis. Therefore, the trend of silver today is mainly short and downward. Today, wait for the price to rebound again near the downward trend line and see the signal layout of empty orders. Target near the previous low.</p><p>XAGUSD Trading Strategy (Short)</p><p>Entry point: near 27.6, stop loss: 28.3, take profit point: 26.9-26.2</p><p>USOIL ~ crude oil ~ 1 hour grade</p><p><div><img src=\"http://n.sinaimg.cn/finance/transform/51/w550h301/20210617/0368-krpikqf5988281.png\"/><span></span></div>Yesterday, crude oil will fall after its surge, and the short-term decline will be relatively large. The price of the daily line rushed higher than the upper track of the Bollinger Bands and encountered resistance, and the barin line of the upper shadow line was bearish at a high level. The short-term price would have to pull back, and the MACD fast and slow lines began to flatten. Looking at the 1-hour level again, the price fell below the upward trend line, causing the previous trend to be reversed, and the MACD fast and slow line has fallen below the 0 axis. Therefore, today's crude oil trend is mainly short and downward. Today, wait for the price to rise again near the downward trend line to see the signal layout of empty orders. The target is near the previous low of 71.3.</p><p>USOIL Trading Strategy (Short)</p><p>Entry point: near 72.8, stop loss: 73.8, take profit point: 71.8-71.3</p><p>EURUSD ~ Europe and America ~ 1 hour level</p><p>Affected by the Federal Reserve's interest rate decision, the euro plummeted instantly. The daily level price fell below the 60-day moving average to close the bearish signal of the big negative line, the high downward channel was established, the MACD fast and slow lines continued to decline, and the fast line had fallen below the 0 axis. At the 1-hour level, the price falls below the short-term shock platform, the price continues to decline, and the MACD fast and slow line continues to decline below the 0 axis. Therefore, the trend of the euro today is mainly short and downward. Today, wait for the price to rebound again near the downward trend line and see the signal layout of empty orders. The target is near the previous low of 1.1970.</p><p>EURUSD Trading Strategy (Short)</p><p>Entry point: near 1.2040, stop loss point: 1.2100, take profit point: 1.1970-1.1900</p><p>GBPUSD ~ British Pound ~ 1 Hour Level</p><p>Similar to the euro, the price of the pound fell weakly for a short period of time. The daily level price fell below the 40-day moving average and closed the bearish signal of the big negative line. The previous shock trend was destroyed, and the short-term price would fall. The MACD fast and slow lines continued to decline. Looking at the 1-hour level again, the price falls below the downward trend line, and it is difficult to return to the previous shock range in the short term. The MACD fast and slow line falls below the 0 axis and continues to go downward. Therefore, today's pound trend is short-selling. Today, waiting for the signal near the price to lay out empty orders. Target near the previous low.</p><p>GBPUSD Trading Strategy (Short)</p><p>Entry point: near 1.4020, stop loss point: 1.4090, take profit point: 1.3970-1.3900</p><p><div></div><font><a href=\"https://laohu8.com/S/SINA\">SINA</a>Disclaimer: Sina.com publishes this article for the purpose of conveying more information, which does not mean that it agrees with its views or confirms its description. The content of the article is for reference only and does not constitute investment advice. Investors operate accordingly at their own risk.</font><div><div><img src=\"\"/></div><div>Massive information and accurate interpretation, all in Sina Finance APP</div></div>Editor in charge: Chen Ping</p><p></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/money/nmetal/hjfx/2021-06-17/doc-ikqcfnca1552054.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1d244c78090ebb3923bbecebff5ffcb8","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR"},"source_url":"https://finance.sina.com.cn/money/nmetal/hjfx/2021-06-17/doc-ikqcfnca1552054.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2144712122","content_text":"6月17日，维持联邦基金利率目标在0.00%-0.25%不变，维持每个月1200亿美元购债步伐不变。将超额准备金利率（IOER）上调至0.15%，之前为0.10%；将隔夜逆回购利率上调至0.05%，之前为0.00%。中位数预期显示到2023年年底将加息两次，13名美联储官员预计2023年年底前将加息，3月份时预计加息的仅有七人。\n　　美联储将针对取得“进一步实质性进展”做出判断，政策将继续为经济提供强有力的支持；加息讨论不是此次决议的重点且为时过早，许多与会者预测，加息的条件将更快得到满足；经济复苏仍不完全，因新冠肺炎变异毒株的持续出现和不断传播，复苏前景仍然存在风险；通胀或在未来几个月继续居高不下，然后才会有所缓和，认为到2023年通胀水平会更高；影响就业增长的因素在未来几个月应该会减弱，预计将在夏季和秋季创造强劲的就业机会；2022财年的财政支持力度将逊色于2021财年美国上周除却战略储备的商业原油库存减少735.5万桶至4.667亿桶，减少1.6%；美国截至6月11日当周EIA汽油库存增加195.4万吨，精炼油库存减少102．万桶；上周美国国内原油产量增加20万桶至1120万桶/日；除却战略储备的商业原油上周进口674.6万桶/日，较前一周增加10.8万桶/日；上周原油出口增加95.3万桶/日至388.4万桶/日。\n　　沙特能源大臣阿卜杜勒-阿齐兹周三在罗宾汉投资者大会上表示，勘探领域缺乏新的投资可能会引发全球油价出现新的超级周期，防止这种超级周期的发生是他的工作，也是其他人的工作职责。外媒报道称，此番言论标志着阿卜杜勒-阿齐兹试图直接与华尔街进行接触。向对冲基金听众发表讲话在沙特王室成员中实属罕见，此前沙特能源大臣们倾向于与大宗商品对冲基金等有影响力的市场人士进行闭门讨论。\n　　美国财长耶伦表示，我们正在非常仔细地监控并严肃对待通胀，当前爆发的通胀反映了一个已经关闭的经济体重新开放的难度。没有人想重演上世纪70年代的通货膨胀。另外她指出，美国正在寻求各种途径，迅速全面地暂停和取消数字服务税。\n　　沙特能源大臣阿卜杜勒-阿齐兹周三在罗宾汉投资者大会上表示，勘探领域缺乏新的投资可能会引发全球油价出现新的超级周期，防止这种超级周期的发生是他的工作。外媒报道称，此番言论标志着阿卜杜勒-阿齐兹试图直接与华尔街进行接触。向对冲基金听众发表讲话在沙特王室成员中实属罕见。\n　　欧洲央行副行长金多斯表示，要逐步撤出刺激措施，但不要夸张，紧急抗疫购债计划（PEPP）严格受限于疫情的情况。至关重要的是，通胀上升不会带来第二轮效应，即食品和石油价格高企对工资和整体消费价格的溢出效应。另外，据悉欧洲央行将把银行杠杆率减免措施期延长9个月。\n　　据悉日本计划解除东京都的新冠疫情紧急状态，日本首相菅义伟将于周四决定是否解除。但日本专家认为，奥运会举办期间东京或需再次发布紧急事态宣言。\n　　鲍威尔称，近期讨论只会是围绕资产购买的节奏，不要考虑太遥远的加息问题，FOMC在QE的背景下讨论了经济复苏进展，认为经济尚未达到缩减买债规模的适当程度。纳指闻讯一度转涨，现货黄金重回1840关口，低位反弹逾9美元。\n　　美联储公布多数官员预计2023年加息两次后，美元指数一个月来首度升破91；10年期美债收益率创三个月最大升幅。道指四周来首次收跌逾200点，泛欧股指创纪录九日连创新高。黄金期货收盘走出一个月低谷，美联储会后，盘后跳水一度跌3%。美油继续收创逾两年半新高，布油五日连创两年新高，盘后转跌。伦铜收盘走出逾七周低谷，三日未能收复1万美元。\n　　6月17日（周四）重要数据及财经事件；\n　　06：45 新西兰第一季度GDP季率\n　　09：30 澳大利亚5月季调后失业率\n　　15：30 瑞士6月央行活期存款利率\n　　16：30 瑞士央行公布利率决议，并召开记者会\n　　17：00 欧元区5月未季调CPI年率终值\n　　20：30 美国截至6月12日当周初请失业金人数\n　　技术面分析\n　　XAUUSD~黄金~1小时级别\n\n　　昨日黄金受美联储利率决议影响大跌。日线级别价格跌破40日均线收大阴线看跌信号，价格走势确认反转，MACD快慢线死叉继续向下，快线已经接近0轴。再看1小时级别，价格跌破向下趋势线，短期回抽难度大，MACD快慢线在在0轴下方继续死叉向下。所以，今日黄金走势空头占据优势。今日等待价格反弹至向下趋势线附近看信号布局空单。目标前期低点1803附近。\n　　XAUUSD交易策略（做空）\n　　进场点：1820附近，止损点：1827，止盈点：1810-1800\n　　XAGUSD~白银~1小时级别\n\n　　白银和黄金类似，价格下跌幅度较大。日线级别价格跌破40日均线收带下影线的中阴线看跌信号，前期高位震荡走势被破坏，短期价格还要下跌，MACD快慢线继续向下。1小时级别价格跌破前期震荡区间，走势和日线走势形成共振，价格向下走势加强，MACD快慢线在0轴下方继续向下。所以，白银今日走势空头向下为主。今日等待价格再次反弹至向下趋势线附近看信号布局空单。目标前期低点附近附近。\n　　XAGUSD交易策略（做空）\n　　进场点：27.6附近，止损：28.3，止盈点：26.9-26.2\n　　USOIL~原油~1小时级别\n\n　　昨日原油冲高会回落，短期下跌幅度较大。日线级别价格冲高布林带上轨遇阻，高位收带上影线的中阴线看跌信号，短期价格还要回调，MACD快慢线开始走平。再看1小时级别，价格跌破向上趋势线导致前期走势被反转，MACD快慢线已经跌破0轴。所以，今日原油走势空头反弹向下为主。今日等待价格再次冲高至向下趋势线附近看信号布局空单。目标前期低点71.3附近。\n　　USOIL交易策略（做空）\n　　进场点：72.8附近，止损：73.8，止盈点：71.8-71.3\n　　EURUSD~欧美~1小时级别\n　　欧元受美联储利率决议影响瞬间大跌。日线级别价格跌破60日均线收大阴线看跌信号，高位下跌通道确立，MACD快慢线继续向下，快线已经跌破0轴。1小时级别，价格跌破短期震荡平台，价格继续向下，MACD快慢线在0轴下方继续向下。所以，欧元今日走势空头向下为主。今日等待价格再次反弹至向下趋势线附近看信号布局空单。目标前期低点1.1970附近。\n　　EURUSD交易策略（做空）\n　　进场点：1.2040附近，止损点：1.2100，止盈点：1.1970-1.1900\n　　GBPUSD~英镑~1小时级别\n　　英镑和欧元类似，价格短时间弱势下跌。日线级别价格跌破40日均线收大阴线看跌信号，前期震荡走势被破坏，短期价格还要下跌，MACD快慢线继续向下。再看1小时级别，价格跌破向下趋势线，短期很难回到前期震荡区间，MACD快慢线跌破0轴继续向下。所以，今日英镑走势空头占据优势。今日等待价格附近看信号布局空单。目标前期低点附近。\n　　GBPUSD交易策略（做空）\n　　进场点：1.4020附近，止损点：1.4090，止盈点：1.3970-1.3900\n\n\n新浪声明：新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈平","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"IAU":0.6,"GLD":0.6,"MGCmain":1,"GCmain":1,"GDX":0.6,"NUGT":0.6,"DUST":0.6,"SGUmain":0.6,"SGCmain":0.6}},"isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169232967,"gmtCreate":1623837019559,"gmtModify":1703820929614,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169232967","repostId":"1145558454","repostType":4,"repost":{"id":"1145558454","kind":"news","weMediaInfo":{"introduction":"研讨公司成败，探究行业兴衰，推动阳光商业。由《财经》公司产业报道团队创建，“媒体+智库”双轮驱动的商业新媒体平台","home_visible":1,"media_name":"财经十一人","id":"1099700195","head_image":"https://static.tigerbbs.com/2c6ac2a9dafc44d0a5e8c2ea84dfb4e2"},"pubTimestamp":1623835944,"share":"https://ttm.financial/m/news/1145558454?lang=en_US&edition=fundamental","pubTime":"2021-06-16 17:32","market":"hk","language":"zh","title":"The market value has evaporated by 20 billion yuan. Is Xiabuxiabu cold or the hot pot cold?","url":"https://stock-news.laohu8.com/highlight/detail?id=1145558454","media":"财经十一人","summary":"连续两名CEO离职，管理层震荡，小火锅模式的先行者正在面临挑战\n\n“呷哺呷哺的中高层正在经历大清洗。”2021年春天，李靖决定离开供职数年的呷哺呷哺集团。\n4月至5月间，这家餐饮集团的两名CEO接连离","content":"<p><div>Two consecutive CEOs have left, the management has fluctuated, and the pioneers of the small hot pot model are facing challenges \"Xiabuxiabu's middle and senior management is undergoing a major purge.\" In the spring of 2021, Li Jing decided to leave Xiabuxiabu Group, where he had worked for several years. From April to May, two CEOs of this catering group left one after another-Zhang Zhenwei, the former CEO of Coucou Hotpot, resigned to start a business, and Zhao Yi, the former CEO of Xiabuxiabu, was terminated \"because the performance of some sub-brands of the group did not meet the expectations of the board of directors\", and the 57-year-old founder He Guangqi took over as CEO again-Caijing reporters learned that before and after this, many middle and senior management of the group or...</p><p><a href=\"None\">Web link</a></div></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The market value has evaporated by 20 billion yuan. Is Xiabuxiabu cold or the hot pot cold?</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 market value has evaporated by 20 billion yuan. Is Xiabuxiabu cold or the hot pot cold?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1099700195\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/2c6ac2a9dafc44d0a5e8c2ea84dfb4e2);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财经十一人 </p>\n<p class=\"h-time smaller\">2021-06-16 17:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><div>Two consecutive CEOs have left, the management has fluctuated, and the pioneers of the small hot pot model are facing challenges \"Xiabuxiabu's middle and senior management is undergoing a major purge.\" In the spring of 2021, Li Jing decided to leave Xiabuxiabu Group, where he had worked for several years. From April to May, two CEOs of this catering group left one after another-Zhang Zhenwei, the former CEO of Coucou Hotpot, resigned to start a business, and Zhao Yi, the former CEO of Xiabuxiabu, was terminated \"because the performance of some sub-brands of the group did not meet the expectations of the board of directors\", and the 57-year-old founder He Guangqi took over as CEO again-Caijing reporters learned that before and after this, many middle and senior management of the group or...</p><p><a href=\"None\">Web link</a></div></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9f3dc20e0e3e21a8d38299ecb62d135","relate_stocks":{"00520":"呷哺呷哺"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145558454","content_text":"连续两名CEO离职，管理层震荡，小火锅模式的先行者正在面临挑战\n\n“呷哺呷哺的中高层正在经历大清洗。”2021年春天，李靖决定离开供职数年的呷哺呷哺集团。\n4月至5月间，这家餐饮集团的两名CEO接连离开——凑凑火锅的前CEO张振纬辞职创业、呷哺呷哺前CEO赵怡“因集团若干子品牌表现未达到董事会的预期”被解约、57岁的创始人贺光启重新接任CEO——《财经》记者了解到，在这前后，集团的中高层有不少人或主动或被动地陆续离职。\n作为集团中层管理人员，李靖表示她选择离开有两方原因：“一是对公司业务发展和管理方式并不乐观；二是我负责的业务被老板临时叫停，却没有给出合理解释。”另一名近期离职的高管说：“公司现在人心惶惶。像是船要沉了，大家都赶紧跑。”\n呷哺呷哺公司方面对《财经》记者表示，公司人事方面的变化是正常的人员变动，有利于输入新鲜血液，且公告称“此举（解约赵怡）不会对公司的业务营运造成重大不利影响”，但是公司业绩的确一路下滑。\n2020年，呷哺呷哺营业收入54.55亿元，同比下降9.53％，净利润183.7万元，同比下降99.36％。餐厅翻台率从2016年的3.4次/天，持续下滑至2020年的2.3次/天。该公司的股价已经从2月最高点27.15港元持续下跌至6月16日的8.67港元，四个月内股价跌近七成，市值蒸发200多亿港元。\n据了解，赵怡得到解约通知，也仅仅比公司在5月20日对外公告早一天而已，但是此前她已在1月和4月两度减持公司股票，套现超过3000万港元。这期间，持仓长达六年的高瓴资本在3月15日对呷哺呷哺进行清仓；同一时间，摩根士丹利减持9923万股，持股比例由9.25%下降至0.93%，接近清仓。\n除了呷哺呷哺，海底捞、九毛九等港股餐饮股近四个月来“一片绿”。一位不愿具名的投资人表示，除了疫情打击、业绩不及预期，这些公司过去估值虚高，“跌一跌也正常”。不过，这并不意味着火锅赛道“凉凉”，标普全球评级、高盛等仍然看好海底捞和呷哺呷哺的发展；而张振纬离开凑凑之后，独立创业的项目依然是火锅，据称已获红杉资本超1亿元投资，将在两个月内开业。\n01、商场厌倦了呷哺呷哺\n呷哺呷哺在1998年创立于北京，台湾籍创始人贺光启从台湾引进“一人一锅”的时尚吧台式小火锅模式，令这一品牌风靡一时。“呷哺呷哺”，就是一口一口喂饭或喝茶等动作，是日语“しゃぶしゃぶ”的音译。2014年，呷哺呷哺在香港联交所主板上市，被称为“连锁火锅第一股”，比海底捞上市早了四年时间。2016年，呷哺呷哺从内部孵化出新品牌“凑凑”，定位为高端火锅。\n经过22年的发展，截至2020年底，呷哺呷哺一共拥有1061家门店，客单价为62.3元；凑凑的门店数量为140家，客单价为126.6元，超过96%的门店集中在一二线城市。\n然而，这家曾经的明星公司，在市场越来越冷。\n5月末的一个周六的晚上，《财经》记者在青岛一家核心商圈的美食广场观察到，位于商场五楼的呷哺呷哺只有两桌顾客正在用餐，门口没有服务员在招徕顾客；与这一冷清光景不同的是，同一商场四楼的海底捞门庭若市，若干桌顾客正在排队等位，三名服务员在店门口热情询问每一位路过的顾客有什么样的需求。\n呷哺呷哺店内就餐方式分为两种，一种是单人单食的吧台式小火锅，另一种是两人桌的小桌火锅。当时，店内只有一桌老年夫妇和年轻情侣在用餐。而单人单食的吧台上空无一人。一名服务员坦言，“基本上就不需要排队。”\n呷哺呷哺紧挨着的茶米茶，是该公司在2018年推出的茶饮品牌，这一档口也同样无人问津。作为呷哺呷哺的茶饮档口，在呷哺呷哺点菜时，菜单上的茶饮一栏就可直接选择茶米茶的饮品，但随着呷哺呷哺顾客的减少，茶米茶的销量也随之下降。“专门来买茶米茶外带的食客更少。”茶米茶的服务员说。\n不过，呷哺呷哺的一名店经理亦表示，“节假日特别是小长假时，店内还是非常火爆的。刚刚过去的五一假期，就餐的人很多，我们每天都加班。”\n青岛这家呷哺呷哺的大堂只有三名服务员，由于就餐人数少，他们在店内通道边站着；而半开放的后厨中，是五名员工忙碌的身影。除了供应堂食，呷哺呷哺大量的外卖订单也需要更多的后厨人手。\n2018年，呷哺呷哺推出自己的火锅外卖品牌“呷煮呷烫”，在美团和饿了么上线。《财经》记者观察到，呷哺呷哺门店内虽然冷清，但外卖一直有订单。相比之下，外卖比堂食更方便、更划算——门店通常人均消费60元，包含锅底、蘸料、一荤一素；外卖平台上一个单人套餐打折之后30元就能搞定，一份套餐的菜量也足够一人食用。\n“打败它的不是别的一人食小火锅，而是外卖、是麻辣烫。外卖这么发达，大家为什么要去店里吃呷哺呷哺？”刚刚从呷哺呷哺离职的陈鑫对《财经》记者说。\n火锅本身主打的是合家欢和团队式的社交属性，吧台式一人食火锅和两人桌小火锅无疑是对火锅社交属性的一大调整。但是随着外卖发展的突飞猛进，人们在家中就可以吃到一顿不错的小火锅，独身经济的红利更多地往外卖行业倾斜。\n而呷哺呷哺本身也存在明显的品牌老化问题。据李靖称，很多商场对传统的呷哺呷哺门店不太感冒，不愿其入驻。\n为了突破这一困境，呷哺呷哺近年来推出了一些副牌，其中in xiabuxiabu就是为了“突破”而诞生的。\nin xiabuxiabu是呷哺呷哺的高端线，沿用了呷哺呷哺“一人一锅”的火锅形式，但不同于原有的快餐倾向，而是主打年轻消费群体聚餐场景，菜品上丰富了高端食材，客单价超过100元，介于呷哺呷哺和凑凑之间。2019年，in xiabuxiabu在上海开出首家门店。时隔一年，该品牌的第二家店在2021年3月才在北京落地。\n当时，赵怡在接受北京头条客户端采访时表示，位于北京合生汇的in xiabuxiabu在3月12日正式开业后，月销售额达到百万元。“4月份的目标是120万，预计该店今年能完成1500万的营业额。”\n然而，不久赵怡就被解约了。她在2012年11月加入呷哺呷哺，其后出任CFO，在2019年8月底上任呷哺呷哺CEO，在这个岗位干了不到两年。\n“和所有企业一样，公司走过20个年头，目前面临着巨大的挑战，必须敢于自我突破，敢于试错，如果一成不变，难免会被市场淘汰。”李靖说：“一定要做新的东西，比如海底捞一直在做供应链，西贝在尝试家庭消费场景的功夫菜，这都是他们面临挑战的自救方式。大家都在往前走，我们也一样，当时想做呷哺呷哺的新模型、推进in xiabuxiabu，商场方面也更欢迎这些新形式。”\n然而在她离职前，已经推出的in xiabuxiabu和正在筹备的电商业务，都临时被叫停。“不知道为什么都不让做了。”她补充道：“董事长（贺光启）自己在上海做‘X火锅’，但也没有做起来。”\n所谓“X火锅”，也是呷哺呷哺推出的新品牌，首店于2021年3月落地上海南京东路，主打“一人食景观位火锅店”，装修风格较为现代和精致，大众点评显示人均消费为93元。不过，呷哺呷哺公司尚未公开推广过这一新品牌。\n“即使没有人事问题，呷哺也在断崖式下滑。去年有疫情做幌子，反而掩盖了业务的问题。更可怕的是，据我所知，凑凑的业绩也开始下滑，今年4月首次由盈转亏，这会是一个重大的转折点。”陈鑫说。\n02、“船要沉了，赶紧跑”\n陈鑫也于近期离开了呷哺呷哺公司，离职前，她是凑凑团队的高层人员。她对《财经》记者坦言，虽然凑凑部分员工是追随前CEO张振纬而去，但她并不打算投奔张，而是“好像船要沉了，大家都赶紧跑。公司现在人心惶惶。”\n陈鑫表示，她离职之前，凑凑的核心团队已经陆续离职，比如区域总经理级别的人员离开，一时间也无法补上人手。\n“张总（张振纬）的离开除了要自己创业，还有一个导火索，就是总部强行要把凑凑的开发、供应链、财务人员都抽调到集团，等于把凑凑收编到集团。凑凑团队的很多人并不愿意。“大家对于贺董亲自带队没什么信心，感到他是一个老板的角色，着重在投资者关系等方面，而不是一线业务。”陈鑫说。\n陈鑫表示，凑凑在诞生之初属于集团的边缘部门，总部并不看好，没有提供太多资源，张振纬的内部创业是“从一个废弃的调料厂开始”。“随着凑凑的成长，有十几家门店验证其模式的可行性之后，呷哺呷哺反过来复制凑凑。等待凑凑在集团的销售占比超过40%以后，集团又担心凑凑太独立、无法掌控。因为商场都更喜欢凑凑入驻，对呷哺呷哺没什么兴趣。”\n另一名呷哺呷哺前员工王可也验证了这一说法：凑凑和呷哺呷哺的关系一直“比较纠结”，从2017年开始，两个品牌越来越同质化，似乎是呷哺呷哺复制了凑凑，这令凑凑团队感到委屈。离职前，王可是呷哺呷哺集团副总裁级别的高管。\n陈鑫不理解为何公司总部对凑凑带有如此戒备的心态——“九毛九集团有了太二酸菜鱼之后，全部资源往太二倾斜，把太二扶持起来。在呷哺呷哺体系，凑凑的成长壮大，被认为是证明呷哺呷哺的失败似的。”\n陈鑫并不看好凑凑被呷哺呷哺“全面收编”之后的发展趋势。“呷哺呷哺偏快餐属性，性价比高，和凑凑这样的大餐饮不同。大餐饮要有自己的灵魂，讲究顾客的全流程的体验，凑凑讲究的是奉茶文化、平等的待客之道。呷哺呷哺和凑凑模式天然就有差异。如果呷哺呷哺做这项服务，肯定会变型。”在她看来，现在的凑凑，“像失了魂一样”。\n据陈鑫称，张振纬离开之后，贺光启把凑凑的高管挨个约谈了一遍，加以安抚，并且做出了激励机制方面的承诺；然而并没有获得普遍的信任。“凑凑团队只有两个台籍高管愿意去集团，其他人都离开了或者正在离开。”她说。\n李靖在离职前后观察到，呷哺呷哺和凑凑的管理层，从原先以大陆籍高管为主，在近几个月内变成了以台湾籍高管为主。“我们不理解这个现象，因为呷哺呷哺的创始人（贺光启）虽然是台湾人、凑凑的创始人（张振纬）也是台湾人，但公司是在北京诞生的，公司的根基完全是根据大陆的商业情况搭建起来的。”\n虽然公司内部不公开薪资，但据李靖了解到，台湾籍高管的薪酬普遍高于大陆籍高管。在她的印象中，董事长贺光启一直很崇尚台湾文化，对家乡具有深厚的感情。但是台湾籍高管的空降，似乎没有起到正向的作用。“他们不太了解呷哺呷哺的业务，给出的指令让下属难以执行。有台籍高管入职之后，一个部门的老员工纷纷离职。公司都在内耗，哪里能做出业绩？”\n而赵怡的离开，充满了戏剧色彩。\n据李靖称，赵怡被公司通知解约，也仅仅比公司对外公告早一天而已。从4月中旬开始，赵怡突然宣布休假，后来一些员工才得知她是“被休假”。在休假期间，赵怡依然时不时到呷哺呷哺门店探店，说“不放心”，也不希望公司高层的风声传到基层，导致军心不稳。\n一个月后，有一日赵怡在高铁上接到通知临时要开电话会议，“听说会议沟通得不顺利，独董都在沉默。”李靖说。第二天，公司就对外公布了解聘赵怡的决定。\n李靖表示，部分老员工对此感到惊讶，且为赵怡鸣不平。“呷哺呷哺的翻台率一直在下降，疫情之后所有餐企都很难，谁都没法阻止这个局面。疫情期间，赵总带领大家自救、坚守一线做了很多事，尽心尽力。她的敬业精神是有目共睹的。”\n据了解，赵怡被解约之前的职位是执行董事，因此解约过程较长，目前尚未完全走完流程。\n也有人质疑赵怡的能力。王可曾经是呷哺呷哺集团副总裁级别的高管，2019年赵怡从CFO晋升为CEO的时候，王可并不看好。“我们觉得呷哺的未来悬了。”她对《财经》记者说，2014年，赵怡带领呷哺呷哺成功上市之后，一度深得贺光启的信任，甚至可以称得上“偏爱”，贺曾经在会议上公开夸奖赵怡“是一个天才”；但是另一方面，多名高管与赵怡不睦，“赵怡在人背后制造一些莫须有的事情，像是一个孩子出于不安全感的‘争宠心理’，在贺董面前打小报告，给其他人的工作制造阻碍。很多高管的离开都和赵怡有关，都是因为不愿意继续和她内耗。”\n据王可称，这其中就包括上一任执行董事杨淑玲。杨淑玲是和贺光启一起打天下的元老级人物，2019年8月，她辞任公司执行董事兼集团行政总裁，由赵怡接任。“她（杨淑玲）如果不是很失望，不会那么早选择退休。”\n王可也遇到过这类情况，比如她的工作在正常推进过程中，赵怡到贺光启面前发表一番言论，导致贺对王可的工作产生质疑。“我得跟贺董解释，提供更多证据去表达自己的想法，拿出大把时间一轮轮跟他谈。一开始我还有耐心去包容，贺也不是一个听不进劝的人，但是他是个急脾气，对人的判断、认知有局限性。公司上市之后，他也没有兴趣去读MBA、认识更多圈外的人。”\n王可早已离开呷哺呷哺，在她看来，这家公司目前的管理团队可称为“全军覆没”。\n“今天的局面，我一点都不惊讶，只是比我预想中来得更早了点。”她在呷哺呷哺的工作经历中感受到，董事长贺光启“对人的判断有些模糊”、并不能做到“用人不疑”。王可直言，呷哺呷哺已跌入一个下行通道，张振纬的离开，对士气的打击非常大。“公司可以吸引新的资本，但是要重新搭建一个稳固的高管团队是多么难。老的一批高管走了之后，补充上来的人也都叫VP，但是能力水平未必真能补上。”\n03、火锅还是一条好赛道吗？\n5月26日，国元国际发布相关报告，对呷哺呷哺下调评级至“持有”。该报告称，考虑到呷哺呷哺品牌异地扩张面临瓶颈、恢复不达预期、开店或将缩水，同时经营方面的变动可能导致相关费用的增加，下调原盈利预测，预计2021年至2022年EPS（每股收益）分别为0.46元、0.58 元。短期内公司出现重大人事变动，经营前景较不明朗，调整效果需持续观察，下调目标价至11.0港元，对应2022年15.8倍PE，较现价有12%的涨幅空间。\n该报告指出，2021年预期凑凑新开门店70家，截至目前仅开出4家门店。呷哺呷哺品牌年初计划新开100 家门店，但因疫情及品牌调整影响，恢复进度不及预期，2021年1月至3月分别恢复至2019年同期的70%-80%，预计品牌扩张速度将会放缓，实际开店需视恢复程度及调整进度而定。\n呷哺呷哺相关负责人对《财经》记者表示，股价波动是正常的市场行为，并不是因为人事变动导致。“茅台也有跌的时候，没有永远涨的股票。”这名负责人说。\n除了呷哺呷哺，海底捞、九毛九等港股餐饮股从2021年2月开始股价纷纷跳水。2月11日至6月8日，海底捞股价已从最高点82.15元港元跌至41.10元港元，股价腰斩。而九毛九的跌幅较小，从2月的34.1元港元跌至目前的28.3元港元。\n截至6月8日，海底捞拥有2178亿元港元的市值，是呷哺呷哺的23倍，但是它也未能在疫情中幸免。2020年，海底捞全年营收286.1亿元，低于市场预估294.7亿元，同比增长7.8%；全年净利润3.093亿元，低于市场预估7.025亿元，同比下降86.8%。2020年海底捞翻台率为3.5次/天，较2019年下降27.1%。\n王可认为，目前随着新生代人群成为消费主力，火锅依然是餐饮中的刚需，但不会如过去那样受到火热追捧，“这个赛道已经过了大规模连锁经营的红利期，未来很难再出现千家连锁店了。呷哺的股价还可能再跌，最终稳定在一个水平上。”\n不过，相关机构仍然看好这两大餐饮集团的前景。标普全球评级在2021年3月发布报告称，海底捞的经营业绩应会在2021年恢复，从而助其降低杠杆率。\n标普全球评级认为，海底捞的核心竞争力依然未受影响。因疫情导致部分门店关闭，公司的平均翻台率从2019年的4.8次/天降至2020年的3.5次/天。但是，3次/天以上的翻台率仍为健康水平。海底捞的快速发展也影响了其翻台率。2020年公司的门店数扩大了近70%，尤其在低线城市，这高于该评级机构的预期。单客消费额增长5%，展现出海底捞对于顾客的价值。因外出就餐恢复抵消了新店稀释影响，2021年海底捞的翻台率或将保持在3至4次/天。\n该机构表示，得益于高品牌知名度及客户忠诚度，海底捞将保持其在中国火锅市场的领军地位。考虑到新店的扩张速度，标普全球评级维持对海底捞2021年收入增速为75%-80%的预测。“海底捞能够在两个季度内提升新店面运营效率的能力将支撑其经营性现金流强劲增长，这将有助于其自由经营性现金流在2020年之后转为正。”\n企业如何走出低谷，首先在于低谷时期如何留住人才。5月20日，海底捞发布上市以来首个股权奖励计划，公司向承受人授出合计1.59亿股份，其中1.43亿股份授予公司超1500名员工及多名顾问，包括部分家族长及店经理、部分关键业务及技术骨干等；0.159亿股份授予公司及附属公司17名董事及最高行政人员。本次发行及配发1.59亿股后，公众股东股权占已发行股本比重将由17.3%提升至19.4%。\n这一举措让方正证券对海底捞维持“推荐”评级——该机构认为，餐饮作为劳动密集型行业，精细化运营能力主要依靠人才和数字化来完成，而本次股权奖励对象均为集团管理及运营团队的核心人员，为曾带领公司实现多个里程碑的关键人物，符合公司“连住利益，锁住管理“的经营理念。\n相比之下，呷哺呷哺公司一直没有推出明确的激励机制，这是管理层的一块心病。“整个呷哺呷哺集团的股权和期权激励一直没有落实，凑凑团队也面临这个问题。我们经常对比海底捞，它的激励机制比呷哺好太多了。张振纬在呷哺的待遇，只相当于海底捞的区域经理。说实话，4年开了150家店，成就感和荣誉感还是需要激励的。我们一直骗自己在创业，最后发现还是在给老板打工。”陈鑫说。\n5月21日，贺光启宣布亲自下场后接受了媒体采访，提到未来要做的几件事，其中包括建立员工薪酬激励机制，员工所得与贡献直接挂钩，提升员工薪资在市场的竞争力；加速推动内部加盟体系，开放获利分红予门店店长及区域长。\n此外，他还表示，将全面整合集团资源，包括管理、研发、IT、招聘、品牌会员系统等方面，以最大化利用资源，促进各子品牌的协同发展；对于企业文化建设、人员专业的培养、内部晋升管道等方面进行全面梳理。\n6月初，高盛发布研究报告，予呷哺呷哺“买入”评级，维持目标价18港元，由于估值吸引以及来自旗下品牌“凑凑”的收入贡献及门店优化、品牌重组等因素，看好公司销售水平的复苏前景。\n截至发稿，呷哺呷哺集团董事长贺光启、凑凑前CEO张振纬、呷哺呷哺前CEO赵怡均没有接受《财经》记者的采访。","news_type":1,"symbols_score_info":{"00520":0.9}},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121804317,"gmtCreate":1624457846139,"gmtModify":1703837368507,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"；","listText":"；","text":"；","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121804317","repostId":"1163510991","repostType":4,"repost":{"id":"1163510991","kind":"news","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团，引入百年历史的《巴伦》（Barron's）独家内容，打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"Barrons巴伦","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1624447986,"share":"https://ttm.financial/m/news/1163510991?lang=en_US&edition=fundamental","pubTime":"2021-06-23 19:33","market":"us","language":"zh","title":"Berkey Investment: Meituan, Pinduoduo are the next Tesla-style enterprises","url":"https://stock-news.laohu8.com/highlight/detail?id=1163510991","media":"Barrons巴伦","summary":"总部位于爱丁堡的基金管理者柏基投资(Baillie Gifford)在过去110多年里，通过将信号与噪音分离开来，创造了令人瞩目的投资记录。该公司投资于具有长期增长潜力的公开上市公司和私有企业，而不考","content":"<p>Baillie Gifford, an Edinburgh-based fund manager, has set a remarkable investment record by separating signal from noise over the past 110 years. The firm invests in publicly traded and privately held companies with long-term growth potential, regardless of macroeconomic variables and short-term market volatility.</p><p>The company's long-term investment vision and familiarity with new technologies make Tom Slater, its head of U.S. equity assets and portfolio manager of U.S. stocks and long-term global growth funds, a natural choice for Barron's recent Centennial Roundtable, whose members will be tasked with imagining the next 100 years.</p><p>As a continuation of the conversation, below is an edited interview where we focus on the companies that offer the most exciting investment opportunities. Slater is co-manager with Barron Roundtable member James Anderson, managing the roughly £ 18 bn ($25 bn) Baillie Gifford's Scottish Mortgage Investment Trust (SMT) and the $145 million Baillie Gifford U.S. Equity Growth fund (BGGSX) Co-manager of. Both companies have a five-star rating from Morningstar. In the 12 months ended March 31, Scottish Mortgage Investment Trust rose 99%; In the year ending June 15, U.S. With a total return of 73%, the Equity Growth fund ranks among the top in Morningstar's big growth stock category.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1e534c9728cc83586e06170e5574ff7\" tg-width=\"1080\" tg-height=\"720\"><span>Tom Slater, Photo: Photograph by Matt Marcus</span></p><p><b>Barron's: Growth stocks are facing challenges after a brilliant 2020. Are you worried about that?</b></p><p><b>Tom Slater</b>: We don't pay attention to short-term fluctuations in stock prices. We focus on interesting companies with long-term growth opportunities. Our average holding period is 5 to 10 years. Only in such a timeframe can fundamentals drive the stock price.</p><p>Many people try to focus on predicting economic variables. But they are inherently extremely difficult to predict, if not completely impossible. At the same time, there are many predictable trends in fields such as communications, computing, machine learning, energy generation and storage, gene sequencing, and synthetic biology. We focus on predictable trends and the opportunities they create.</p><p><b>Barron's: At our Centennial Roundtable, you observed that some technologies in biology, if not better than Moore's Law, at least follow a similar trajectory. How should investors profit from this?</b></p><p><b>Tom Slater</b>: The decline in the cost curve of gene sequencing is far greater than the decline in the cost of computing power under Moore's Law. Now, the cost reduction is expanding into related fields. Gene sequencing is generating large amounts of medical data, and the cost of processing and storing this data is rapidly falling, as is the cost of applying machine learning to this data.</p><p>One adjuvant therapy is our ability to start printing (copying) DNA or RNA. Moderna (MRNA) is printing RNA sequences. We are talking about programming biology, except that instead of encoding with 1s and zeros, we use Gs, Ts, As and Cs (guanine, thymine, adenine and cytosine-sequenced nucleic acid bases that make up the genome).</p><p>Moderna's ability to produce safe and effective vaccines based on messenger RNA should boost confidence in the company's ability to produce vaccines to meet other huge, unmet needs, such as for HIV/AIDS. Another synthetic biology company, Ginkgo Bioworks, will go public through a merger with a SPAC. It is writing strings of DNA code that can be used in biomanufacturing processes.</p><p><b>Barron's: Wouldn't Moderna's success attract competitors?</b></p><p><b>Tom Slater</b>: When a technology undergoes drastic changes, not just the evolution of an existing paradigm, it is often difficult for established companies to accept this change. More likely, this technology will empower new businesses and new business models. So far, this has been the case in the automotive industry with the development of electric vehicles or electric vehicles. Interestingly, pharmaceutical companies with large vaccine franchises have yet to develop an effective Novel Coronavirus vaccine.</p><p><b>Barron's: Speaking of electric vehicles, Baillie Gifford has cut her Tesla holdings from a peak position of more than 7% to less than 2%. Why is that?</b></p><p><b>Tom Slater</b>: We still have a large stake in Tesla. Part of this is because the sell-off reflects the strength of the company's stock price, as well as the company's operational success in driving the stock price higher. Part of the reason is that this sell-off is just considering the possibilities of looking up from here.</p><p><b>Barron's: Who is the next Tesla in electric vehicles and more broadly?</b></p><p><b>Tom Slater</b>: China is the largest auto market in the world, and I would be surprised if there were no domestic competitors in China to challenge Tesla.<b>We are investors in NIO (NIO), and NIO has the opportunity to be such a player.</b></p><p>What features make Tesla so interesting? With over 100 million cars sold each year, this is a huge market. They approached this in a unique way, with a founder and CEO bundling most of his wealth to the company. Tesla doggedly pursues a long-term vision and doesn't have to worry too much about what the stock market thinks. During our ownership, Tesla's stock price has fallen by more than 30% 10 times.</p><p>Moderna has platform-type technology with a wide enough application to be very interesting as well. Illumina (ILMN), which makes genome sequencing instruments, has a similar opportunity.<b>Chinese companies, such as Meituan (3690), which focuses on local services, and Pinduoduo (PDD) in the retail sector, are attractive, partly because of their ambitions, and they are gradually changing the entire supply chain of their industries.</b></p><p>In Western markets, delivering pre-processed foods began as an alternative to takeout, while in China, the scope is much larger because there is more culture of eating pre-processed foods. In China, kitchens in apartment buildings are getting smaller and smaller, and these apartment buildings are being designed for efficient food delivery service infrastructure. When you are building a reliable fast delivery infrastructure, related industries emerge as the times require.</p><p><b>ByteDance is also very charming</b>。 Its social media subsidiary TikTok has sparked controversy in the U.S., but ByteDance is 95% about China, how rapidly the company has grown in size in the domestic advertising market. In China, large enterprises led by founders are taking full advantage of the scale advantage of the domestic market.</p><p><b>Barron's: Do you prefer to invest in companies led by founders as CEOs?</b></p><p><b>Tom Slater</b>: We want to invest in companies led by people who optimize for long-term results. It's more common in founders, but that's not to say you can't see it in professional CEOs.</p><p>Since 2016, Francis deSouza has served as CEO of Immena. The company has a large revenue base, is highly profitable and is growing in a predictable way. Last year, based on its forecast of the market direction in the next 5 to 10 years, Inmena bid $8 billion to acquire Grail, a pre-revenue developer of cancer blood tests. The stock market doesn't like this practice, but it's exactly what founders do.</p><p><b>Barron's: Which Private Enterprises Should Investors Watch?</b></p><p><b>Tom Slater</b>: Private companies like ByteDance and SpaceX have a market value of tens of billions of dollars. SpaceX is trying to reduce the cost of getting into space by several orders of magnitude, and it is creating a new market: commercial access to space. We are also an investor in Relativity Space, which is using 3D printing technology to build rockets.</p><p><b>Barron's: Recently, you have reduced your holdings in Amazon.com. Why?</b></p><p><b>Tom Slater</b>: We have been shareholders of Amazon for 16 years. Before last year, any reduction was for diversification within the fund. But Amazon is still a huge market for us, and it still faces some major opportunities. The grocery business is one of them, a massive category that is slowly going online.</p><p>On the other hand, Jeffrey Bezos's retirement from the CEO position is an important factor in our analysis of the company, coupled with the recent retirement of Jeff Wilk, who runs the consumer goods business (Bezos will become executive chairman on July 5). If you think Bezos's vision and drive are important for Amazon to get this far, even his partial exit is a reason to be more cautious.</p><p><b>Barron's: What other investments are you excited about?</b></p><p><b>Tom Slater</b>: Lemonade (LMND) started out as a company selling renters insurance, and this company is perfect for online sales-especially mobile sales. This company creates a great consumer experience. It allows clients to designate a charity to accept excess floats in their insurance pool, which creates an incentive to not overstate claims. Renters insurance is usually the first insurance product people will buy. If the experience is great, they will consider purchasing the same brand of pet, car or homeowners insurance. Lemonade is building a modern technology stack in an industry where large vendors still run in mainstream frameworks.</p><p>We recently invested in 10X Genomics (TXG) and Recursion Pharmaceuticals (RXRX). The common theme, once again, is that the efficiency of applying information technology far exceeds that of existing companies.</p><p>Affirm Holdings (AFRM) also fits into this theme. Point-of-sale loans have traditionally been a bad experience for consumers, with high interest rates and hefty penalties if you don't pay. By using new technology, Affirm has created a more consumer-oriented experience, driving more people to use the service. The runway for this pattern is very long.</p><p><b>Barron's: Under what circumstances will the lack of profits become an obstacle to investment?</b></p><p><b>Tom Slater</b>: Whether a company is currently profitable has little to do with how much value it creates. In the case of a software-as-a-service (SAAS) company, signing a new customer can cost a lot of money in the first year, but the revenue stream generated by this transaction can last for decades. As an investor, I want companies to sign as many clients as possible, which means they will lose a lot of money in the beginning. But if they can retain those customers, the value creation could be massive.</p><p><b>Barron's: Thank you, Tom.</b></p><p><b>Text | Barron's contributor Lauren R. Rublin</b></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>Berkey Investment: Meituan, Pinduoduo are the next Tesla-style enterprises</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\">\nBerkey Investment: Meituan, Pinduoduo are the next Tesla-style enterprises\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Barrons巴伦 </p>\n<p class=\"h-time smaller\">2021-06-23 19:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Baillie Gifford, an Edinburgh-based fund manager, has set a remarkable investment record by separating signal from noise over the past 110 years. The firm invests in publicly traded and privately held companies with long-term growth potential, regardless of macroeconomic variables and short-term market volatility.</p><p>The company's long-term investment vision and familiarity with new technologies make Tom Slater, its head of U.S. equity assets and portfolio manager of U.S. stocks and long-term global growth funds, a natural choice for Barron's recent Centennial Roundtable, whose members will be tasked with imagining the next 100 years.</p><p>As a continuation of the conversation, below is an edited interview where we focus on the companies that offer the most exciting investment opportunities. Slater is co-manager with Barron Roundtable member James Anderson, managing the roughly £ 18 bn ($25 bn) Baillie Gifford's Scottish Mortgage Investment Trust (SMT) and the $145 million Baillie Gifford U.S. Equity Growth fund (BGGSX) Co-manager of. Both companies have a five-star rating from Morningstar. In the 12 months ended March 31, Scottish Mortgage Investment Trust rose 99%; In the year ending June 15, U.S. With a total return of 73%, the Equity Growth fund ranks among the top in Morningstar's big growth stock category.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1e534c9728cc83586e06170e5574ff7\" tg-width=\"1080\" tg-height=\"720\"><span>Tom Slater, Photo: Photograph by Matt Marcus</span></p><p><b>Barron's: Growth stocks are facing challenges after a brilliant 2020. Are you worried about that?</b></p><p><b>Tom Slater</b>: We don't pay attention to short-term fluctuations in stock prices. We focus on interesting companies with long-term growth opportunities. Our average holding period is 5 to 10 years. Only in such a timeframe can fundamentals drive the stock price.</p><p>Many people try to focus on predicting economic variables. But they are inherently extremely difficult to predict, if not completely impossible. At the same time, there are many predictable trends in fields such as communications, computing, machine learning, energy generation and storage, gene sequencing, and synthetic biology. We focus on predictable trends and the opportunities they create.</p><p><b>Barron's: At our Centennial Roundtable, you observed that some technologies in biology, if not better than Moore's Law, at least follow a similar trajectory. How should investors profit from this?</b></p><p><b>Tom Slater</b>: The decline in the cost curve of gene sequencing is far greater than the decline in the cost of computing power under Moore's Law. Now, the cost reduction is expanding into related fields. Gene sequencing is generating large amounts of medical data, and the cost of processing and storing this data is rapidly falling, as is the cost of applying machine learning to this data.</p><p>One adjuvant therapy is our ability to start printing (copying) DNA or RNA. Moderna (MRNA) is printing RNA sequences. We are talking about programming biology, except that instead of encoding with 1s and zeros, we use Gs, Ts, As and Cs (guanine, thymine, adenine and cytosine-sequenced nucleic acid bases that make up the genome).</p><p>Moderna's ability to produce safe and effective vaccines based on messenger RNA should boost confidence in the company's ability to produce vaccines to meet other huge, unmet needs, such as for HIV/AIDS. Another synthetic biology company, Ginkgo Bioworks, will go public through a merger with a SPAC. It is writing strings of DNA code that can be used in biomanufacturing processes.</p><p><b>Barron's: Wouldn't Moderna's success attract competitors?</b></p><p><b>Tom Slater</b>: When a technology undergoes drastic changes, not just the evolution of an existing paradigm, it is often difficult for established companies to accept this change. More likely, this technology will empower new businesses and new business models. So far, this has been the case in the automotive industry with the development of electric vehicles or electric vehicles. Interestingly, pharmaceutical companies with large vaccine franchises have yet to develop an effective Novel Coronavirus vaccine.</p><p><b>Barron's: Speaking of electric vehicles, Baillie Gifford has cut her Tesla holdings from a peak position of more than 7% to less than 2%. Why is that?</b></p><p><b>Tom Slater</b>: We still have a large stake in Tesla. Part of this is because the sell-off reflects the strength of the company's stock price, as well as the company's operational success in driving the stock price higher. Part of the reason is that this sell-off is just considering the possibilities of looking up from here.</p><p><b>Barron's: Who is the next Tesla in electric vehicles and more broadly?</b></p><p><b>Tom Slater</b>: China is the largest auto market in the world, and I would be surprised if there were no domestic competitors in China to challenge Tesla.<b>We are investors in NIO (NIO), and NIO has the opportunity to be such a player.</b></p><p>What features make Tesla so interesting? With over 100 million cars sold each year, this is a huge market. They approached this in a unique way, with a founder and CEO bundling most of his wealth to the company. Tesla doggedly pursues a long-term vision and doesn't have to worry too much about what the stock market thinks. During our ownership, Tesla's stock price has fallen by more than 30% 10 times.</p><p>Moderna has platform-type technology with a wide enough application to be very interesting as well. Illumina (ILMN), which makes genome sequencing instruments, has a similar opportunity.<b>Chinese companies, such as Meituan (3690), which focuses on local services, and Pinduoduo (PDD) in the retail sector, are attractive, partly because of their ambitions, and they are gradually changing the entire supply chain of their industries.</b></p><p>In Western markets, delivering pre-processed foods began as an alternative to takeout, while in China, the scope is much larger because there is more culture of eating pre-processed foods. In China, kitchens in apartment buildings are getting smaller and smaller, and these apartment buildings are being designed for efficient food delivery service infrastructure. When you are building a reliable fast delivery infrastructure, related industries emerge as the times require.</p><p><b>ByteDance is also very charming</b>。 Its social media subsidiary TikTok has sparked controversy in the U.S., but ByteDance is 95% about China, how rapidly the company has grown in size in the domestic advertising market. In China, large enterprises led by founders are taking full advantage of the scale advantage of the domestic market.</p><p><b>Barron's: Do you prefer to invest in companies led by founders as CEOs?</b></p><p><b>Tom Slater</b>: We want to invest in companies led by people who optimize for long-term results. It's more common in founders, but that's not to say you can't see it in professional CEOs.</p><p>Since 2016, Francis deSouza has served as CEO of Immena. The company has a large revenue base, is highly profitable and is growing in a predictable way. Last year, based on its forecast of the market direction in the next 5 to 10 years, Inmena bid $8 billion to acquire Grail, a pre-revenue developer of cancer blood tests. The stock market doesn't like this practice, but it's exactly what founders do.</p><p><b>Barron's: Which Private Enterprises Should Investors Watch?</b></p><p><b>Tom Slater</b>: Private companies like ByteDance and SpaceX have a market value of tens of billions of dollars. SpaceX is trying to reduce the cost of getting into space by several orders of magnitude, and it is creating a new market: commercial access to space. We are also an investor in Relativity Space, which is using 3D printing technology to build rockets.</p><p><b>Barron's: Recently, you have reduced your holdings in Amazon.com. Why?</b></p><p><b>Tom Slater</b>: We have been shareholders of Amazon for 16 years. Before last year, any reduction was for diversification within the fund. But Amazon is still a huge market for us, and it still faces some major opportunities. The grocery business is one of them, a massive category that is slowly going online.</p><p>On the other hand, Jeffrey Bezos's retirement from the CEO position is an important factor in our analysis of the company, coupled with the recent retirement of Jeff Wilk, who runs the consumer goods business (Bezos will become executive chairman on July 5). If you think Bezos's vision and drive are important for Amazon to get this far, even his partial exit is a reason to be more cautious.</p><p><b>Barron's: What other investments are you excited about?</b></p><p><b>Tom Slater</b>: Lemonade (LMND) started out as a company selling renters insurance, and this company is perfect for online sales-especially mobile sales. This company creates a great consumer experience. It allows clients to designate a charity to accept excess floats in their insurance pool, which creates an incentive to not overstate claims. Renters insurance is usually the first insurance product people will buy. If the experience is great, they will consider purchasing the same brand of pet, car or homeowners insurance. Lemonade is building a modern technology stack in an industry where large vendors still run in mainstream frameworks.</p><p>We recently invested in 10X Genomics (TXG) and Recursion Pharmaceuticals (RXRX). The common theme, once again, is that the efficiency of applying information technology far exceeds that of existing companies.</p><p>Affirm Holdings (AFRM) also fits into this theme. Point-of-sale loans have traditionally been a bad experience for consumers, with high interest rates and hefty penalties if you don't pay. By using new technology, Affirm has created a more consumer-oriented experience, driving more people to use the service. The runway for this pattern is very long.</p><p><b>Barron's: Under what circumstances will the lack of profits become an obstacle to investment?</b></p><p><b>Tom Slater</b>: Whether a company is currently profitable has little to do with how much value it creates. In the case of a software-as-a-service (SAAS) company, signing a new customer can cost a lot of money in the first year, but the revenue stream generated by this transaction can last for decades. As an investor, I want companies to sign as many clients as possible, which means they will lose a lot of money in the beginning. But if they can retain those customers, the value creation could be massive.</p><p><b>Barron's: Thank you, Tom.</b></p><p><b>Text | Barron's contributor Lauren R. Rublin</b></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9b7f74a62c44767fb8f0a4bfbf0d91bc","relate_stocks":{"TSLA":"特斯拉","PDD":"拼多多","03690":"美团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163510991","content_text":"总部位于爱丁堡的基金管理者柏基投资(Baillie Gifford)在过去110多年里，通过将信号与噪音分离开来，创造了令人瞩目的投资记录。该公司投资于具有长期增长潜力的公开上市公司和私有企业，而不考虑宏观经济变量和短期市场波动。\n该公司的长期投资视野和对新技术的熟悉程度，使其美国权益资产主管、美股和长期全球增长基金的投资组合经理汤姆·斯莱特(Tom Slater)成为《巴伦周刊》最近举办的百年圆桌会议(Centennial Roundtable)的自然之选，该圆桌会议的成员将负责畅想未来100年。\n作为对话的延续，下文是经过编辑的采访，我们重点关注那些提供最令人兴奋的投资机会的公司。斯莱特与巴伦圆桌会议成员詹姆斯 · 安德森(James Anderson)共同担任联席经理，管理着约180亿英镑(合250亿美元)的 Baillie Gifford’s Scottish Mortgage Investment Trust (SMT) ，并担任1.45亿美元的 Baillie Gifford U.S. Equity Growth fund (BGGSX)的联席经理。这两家公司都获得了晨星的五星评级。在截至3月31日的12个月中，Scottish Mortgage Investment Trust上涨了99% ; 在截至6月15日的一年中，U.S. Equity Growth fund的总回报率为73% ，在晨星公司的大成长股类别中位居前列。\n汤姆·斯莱特(Tom Slater)，图：Photograph by Matt Marcus\n《巴伦周刊》：在经历了2020年的辉煌之后，成长型股票正面临挑战。你对此担心吗？\n汤姆 · 斯莱特：我们不关注股票价格的短期波动。我们专注于那些拥有长期发展机会的有趣公司。我们的平均持有期为5至10年。只有在这样的时间范围内，基本面才能推动股价。\n许多人试图专注于预测经济变量。但它们天生就是极难预测的，如果不是完全不可能的话。与此同时，在通信、计算、机器学习、能源生成和储存、基因测序和合成生物学等领域，有许多可以预测的趋势。我们关注可预测的趋势和它们创造的机会。\n《巴伦周刊》：在我们的百年圆桌会议上，你们观察到生物学领域的一些技术即使不比摩尔定律更好，至少也遵循类似的发展轨迹。投资者应该如何从中获利？\n汤姆 · 斯莱特：基因测序成本曲线的下降幅度，远远大于摩尔定律下计算能力成本下降的幅度。现在，成本下降正在向相关领域扩展。基因测序正在产生大量的医疗数据，处理和存储这些数据的成本正在迅速下降，将机器学习应用于这些数据的成本也在迅速下降。\n一个辅助疗法是我们开始打印（复制）DNA 或 RNA 的能力。莫德纳公司（Moderna，MRNA）正在打印 RNA 序列。我们讨论的是编程生物学，只不过不是用1和0编码，而是用 Gs、 Ts、 As 和 Cs （鸟嘌呤、胸腺嘧啶、腺嘌呤和胞嘧啶ー排序的核酸碱基组成基因组）。\n莫德纳公司基于信使 RNA 生产安全有效疫苗的能力，应该会增强人们对该公司生产疫苗能力的信心，以满足其他巨大的、未被满足的需求，比如针对艾滋病毒/艾滋病。另一家合成生物公司银杏生物工程(Ginkgo Bioworks)将通过与 SPAC合并上市。它正在编写可用于生物制造过程的一串串 DNA 代码。\n《巴伦周刊》：莫德纳的成功不会吸引竞争对手吗？\n汤姆 · 斯莱特：当一项技术经历了剧烈的变化，而不仅仅是现有范式的演变，既有的公司往往很难接受这种变化。更有可能的是，这项技术将会为新的业务和新的商业模式赋能。到目前为止，随着电动汽车或电动汽车的发展，汽车行业一直是这种情况。有趣的是，拥有大型疫苗特许经营权的制药公司还没有研制出有效的新冠病毒疫苗。\n《巴伦周刊》：说到电动汽车，Baillie Gifford已经将持有的特斯拉从7% 以上的峰值仓位削减到不到2%。这是为什么？\n汤姆 · 斯莱特：我们仍然持有大量特斯拉的股份。部分原因在于，这次抛售反映出该公司股价的强劲走势，以及该公司在推动股价上涨方面的运营成功。另一部分原因，这次抛售只是在通盘考虑从这里往上看的各种可能性。\n《巴伦周刊》：在电动汽车和更广泛的领域，谁是下一个特斯拉？\n汤姆 · 斯莱特：中国是世界上最大的汽车市场，如果没有中国国内的竞争者来挑战特斯拉，我会感到惊讶。我们是蔚来（ NIO）的投资者，而蔚来有机会成为这样的参与者。\n是什么样的特性让特斯拉如此有趣？每年销售的汽车超过1亿辆，这是一个巨大的市场。他们以一种独特的方式来处理这个问题，一位创始人兼首席执行官将自己的大部分财富与公司捆绑在一起。特斯拉顽强地追求一个长期愿景，不必过分担心股市的想法。在我们持股期间，特斯拉有10次股价下跌幅度超过30% 。\n莫德纳拥有应用程序足够广泛的平台型技术，因此也非常有趣。制造基因组测序仪器的因美纳公司（Illumina，ILMN）也有类似的机会。中国的公司，比如专注于本地服务的美团（3690），以及零售领域的拼多多（PDD），都很吸引人，部分原因在于它们的雄心壮志，它们正在逐渐改变本行业的整个供应链。\n在西方市场，配送预加工食品最初是作为外卖的替代品，而在中国，这一范围要大得多，因为这里有更多吃预加工食品的文化。在中国，公寓楼里的厨房设计得越来越小，同时这些公寓楼正在高效的食品配送服务基础设施而设计。当你在建设可靠的快速交付基础设施时，相关产业就应运而生。\n字节跳动也非常迷人。它的社交媒体子公司TikTok在美国引发了争议，但字节跳动95% 是关于中国的，这家公司在国内广告市场上的规模成长多么迅速。在中国，由创始人领导的大型企业正在充分利用国内市场的规模优势。\n《巴伦周刊》：你们更喜欢投资由创始人担任CEO领导的公司吗？\n汤姆 · 斯莱特：我们希望投资那些为长期结果而优化的人领导的公司。这在创始人身上更为常见，但这并不是说你不能在职业CEO身上看到。\n自2016年以来，弗朗西斯·德·苏萨（Francis deSouza ）一直担任因美纳公司的首席执行官。该公司有一个庞大的收入基础，利润丰厚，并以可预见的方式增长。去年，基于它对未来5到10年市场走向的预测，因美纳公司出价80亿美元收购了 Grail 公司，这是一家癌症血液检测的预收入开发商。股市并不喜欢这种做法，但这正是创始人该做的事情。\n《巴伦周刊》：投资者应该关注哪些私有企业？\n汤姆 · 斯莱特：像字节跳动和SpaceX这样的私有企业市值高达数百亿美元。SpaceX试图降低进入太空的成本达到几个数量级级别，并且它正在创造一个新的市场: 进入太空的商业途径。我们也是Relativity Space公司的投资者，该公司正在使用3D打印技术制造火箭。\n《巴伦周刊》：最近，你们减少了在亚马逊网站上的持股，为什么？\n汤姆 · 斯莱特：我们作为亚马逊的股东已经有16年了。在去年之前，任何减持都是为了基金内部的多样化。但是亚马逊对我们来说仍然是一个巨大的市场，它仍然面临着一些重大机遇。杂货业务就是其中之一，它是一个正在缓慢线上化的庞大类别。\n另一方面，杰弗里 · 贝佐斯从 CEO 的位置上退下来是我们分析公司的一个重要因素，再加上最近经营消费品业务的杰夫 · 威尔克的退休(贝佐斯将于7月5日成为执行主席)。如果你认为贝佐斯的远见和动力对于亚马逊走到这一步很重要，那么哪怕是他部分的退出，也是更加谨慎的理由。\n《巴伦周刊》：还有什么其他的投资让你兴奋？\n汤姆 · 斯莱特：Lemonade（LMND）最初是一家出售租房保险的公司，这家公司非常适合在线销售——尤其是手机销售。这家公司创造了很棒的消费体验。它允许客户指定一个慈善机构来接受他们保险池中的超额浮动，这就产生了不夸大索赔要求的激励。租房保险通常是人们会购买的第一种保险产品。如果体验很棒，他们会考虑购买同一品牌的宠物、汽车或者房主保险。Lemonade 正在一个大型厂商仍然在主流框架中运行的行业中建立一个现代技术堆栈。\n我们最近投资了10X 基因组公司（10X Genomics，TXG）和递归制药公司（Recursion Pharmaceuticals，RXRX）。共同的主题，再一次是应用信息技术的效率远远超过现有公司。\nAffirm Holdings（AFRM）也符合这一主题。传统上，销售点贷款对于消费者来说是一种糟糕的体验，利率很高，如果你不付款就会受到高额罚款。通过使用新技术，Affirm 创造了一个更加面向消费者的体验，推动了更多人使用该服务。这个模式的跑道很长。\n《巴伦周刊》：在什么情况下，缺少利润将成为投资的阻碍？\n汤姆 · 斯莱特：一家公司目前是否盈利与创造了多少价值几乎没有关系。以软件即服务（SAAS）公司为例，签下一个新客户在第一年可能要花很多钱，但这笔交易所产生的收入流可能会持续数十年。作为一个投资者，我希望公司签下尽可能多的客户，这意味着他们将在一开始损失很多钱。但是，如果他们能够留住这些客户，价值创造可能是海量的。\n《巴伦周刊》：谢谢你，汤姆。\n文｜《巴伦周刊》撰稿人劳伦·R·鲁布林（Lauren R. Rublin）","news_type":1,"symbols_score_info":{"PDD":0.9,"TSLA":0.9,"03690":0.9}},"isVote":1,"tweetType":1,"viewCount":2147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121802645,"gmtCreate":1624457821087,"gmtModify":1703837365593,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"⋯","listText":"⋯","text":"⋯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121802645","repostId":"1152199095","repostType":4,"repost":{"id":"1152199095","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":1624448804,"share":"https://ttm.financial/m/news/1152199095?lang=en_US&edition=fundamental","pubTime":"2021-06-23 19:46","market":"us","language":"zh","title":"Investment giants who have tapped Amazon and Tesla: The biggest opportunity is in China","url":"https://stock-news.laohu8.com/highlight/detail?id=1152199095","media":"华尔街见闻","summary":"当你和中国一些创始人交流的时候，不得不将某些质疑暂时搁置一旁。","content":"<p>Far from the world's financial centre, on the British Peninsula, sits a 110-year-old hardcore investment fund that was unearthed 17 years ago<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, fell in love 8 years ago<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It is now looking to China amid global economic turmoil.</p><p>According to the Financial Times, Baillie Gifford (BG) believes<b>China is the most compelling source of opportunity to cope with the drastic changes and technological disruption that may take place in the global market in the next two decades.</b></p><p>Tom Slater, a fund manager of the company, said about investments in China:</p><p>I find that when you communicate with some founders in China, you have to put some doubts aside for the time being. He recalled that when he met Wang Xing, the founder of Meituan, in San Francisco in 2015, he felt that the goal of delivering tens of millions of takeaways every day was \"completely impossible\", but the investment<a href=\"https://laohu8.com/S/00700\">Tencent</a>The experience reminded him that \"in China, it is not impossible\". So that year, BG invested in Meituan for the first time, and now it turns out that Meituan has indeed achieved its daily order target.</p><p>As for the rest of Chinese concept stocks,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Wait are all BG's \"things in the bag\".</p><p>It is worth mentioning that BG Xiangzhong Meituan was listed as early as 3 years ago, and since its IPO in 2018, Meituan's stock price has risen by 319%.</p><p>A similar situation arises in the case of ByteDance and<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>The investment of the two has become the potential pinnacle of the BG venture capital field before the IPO. BG entered the venture capital space about a decade ago, with its product, the Scottish Mortgage Trust, now accounting for a fifth of its total assets.</p><p>BG is a British institution established in 1908, which is truly a \"century-old store\" in the asset management industry. In the past 20 years, excellent performance has driven its asset management scale to increase 15 times, from 22 billion pounds at the end of 2000 to 326 billion pounds at the end of 2020, including multi-asset investment portfolios such as equity and fixed income. This figure has been achieved through steady growth, not through mergers or acquisitions.</p><p><img src=\"https://static.tigerbbs.com/61fa17d310a39809fb9698ff9f67f1f7\" tg-width=\"640\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p>In addition to the Chinese market, some of BG's famous success examples include Tesla, Amazon,<a href=\"https://laohu8.com/S/ILMN\">Illumina</a>And Moderna, etc.</p><p>It spent $89 million to build a 2.3 million Tesla position in early 2013, with an average ownership cost of only $38.7; He continued to buy in the next three years, holding about 14 million shares in 2017, and has since been firmly the second shareholder of Tesla. Last year, Tesla's continuous surge caused huge waves in the North American hedge fund industry. Many large and medium-sized funds closed due to shorting Tesla, and BG's floating profit exceeded US $20 billion (equivalent to more than 140 billion yuan).</p><p>Since it first invested in Tesla in 2013, Tesla shares have risen nearly 9,000%. In addition, since the first investment in Amazon in 2004, Amazon's stock price has risen by more than 6,500%; BG held Moderna's stock before its public listing, and its stock price has risen by more than 1,000% in the year since its IPO.</p><p>Over the years, BG has been known for long-term investing. At the entrance of BG's headquarters, it is written its intuitive and easy-to-understand investment philosophy-\"Real investors don't just focus on a few quarters, they will look at decades (Actual investors think in decades. Not quarters.)\".</p><p>In Baillie Gifford's view, \"long-term investment in a very few high-quality companies that are the most competitive, innovative and growth efficient, and achieve excess returns\" is real investment (actual investing).</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>Investment giants who have tapped Amazon and Tesla: The biggest opportunity is in China</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\">\nInvestment giants who have tapped Amazon and Tesla: The biggest opportunity is in China\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\">2021-06-23 19:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Far from the world's financial centre, on the British Peninsula, sits a 110-year-old hardcore investment fund that was unearthed 17 years ago<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, fell in love 8 years ago<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It is now looking to China amid global economic turmoil.</p><p>According to the Financial Times, Baillie Gifford (BG) believes<b>China is the most compelling source of opportunity to cope with the drastic changes and technological disruption that may take place in the global market in the next two decades.</b></p><p>Tom Slater, a fund manager of the company, said about investments in China:</p><p>I find that when you communicate with some founders in China, you have to put some doubts aside for the time being. He recalled that when he met Wang Xing, the founder of Meituan, in San Francisco in 2015, he felt that the goal of delivering tens of millions of takeaways every day was \"completely impossible\", but the investment<a href=\"https://laohu8.com/S/00700\">Tencent</a>The experience reminded him that \"in China, it is not impossible\". So that year, BG invested in Meituan for the first time, and now it turns out that Meituan has indeed achieved its daily order target.</p><p>As for the rest of Chinese concept stocks,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Wait are all BG's \"things in the bag\".</p><p>It is worth mentioning that BG Xiangzhong Meituan was listed as early as 3 years ago, and since its IPO in 2018, Meituan's stock price has risen by 319%.</p><p>A similar situation arises in the case of ByteDance and<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>The investment of the two has become the potential pinnacle of the BG venture capital field before the IPO. BG entered the venture capital space about a decade ago, with its product, the Scottish Mortgage Trust, now accounting for a fifth of its total assets.</p><p>BG is a British institution established in 1908, which is truly a \"century-old store\" in the asset management industry. In the past 20 years, excellent performance has driven its asset management scale to increase 15 times, from 22 billion pounds at the end of 2000 to 326 billion pounds at the end of 2020, including multi-asset investment portfolios such as equity and fixed income. This figure has been achieved through steady growth, not through mergers or acquisitions.</p><p><img src=\"https://static.tigerbbs.com/61fa17d310a39809fb9698ff9f67f1f7\" tg-width=\"640\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p>In addition to the Chinese market, some of BG's famous success examples include Tesla, Amazon,<a href=\"https://laohu8.com/S/ILMN\">Illumina</a>And Moderna, etc.</p><p>It spent $89 million to build a 2.3 million Tesla position in early 2013, with an average ownership cost of only $38.7; He continued to buy in the next three years, holding about 14 million shares in 2017, and has since been firmly the second shareholder of Tesla. Last year, Tesla's continuous surge caused huge waves in the North American hedge fund industry. Many large and medium-sized funds closed due to shorting Tesla, and BG's floating profit exceeded US $20 billion (equivalent to more than 140 billion yuan).</p><p>Since it first invested in Tesla in 2013, Tesla shares have risen nearly 9,000%. In addition, since the first investment in Amazon in 2004, Amazon's stock price has risen by more than 6,500%; BG held Moderna's stock before its public listing, and its stock price has risen by more than 1,000% in the year since its IPO.</p><p>Over the years, BG has been known for long-term investing. At the entrance of BG's headquarters, it is written its intuitive and easy-to-understand investment philosophy-\"Real investors don't just focus on a few quarters, they will look at decades (Actual investors think in decades. Not quarters.)\".</p><p>In Baillie Gifford's view, \"long-term investment in a very few high-quality companies that are the most competitive, innovative and growth efficient, and achieve excess returns\" is real investment (actual investing).</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e3784f27cbe847751b5f227c1d2030e7","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152199095","content_text":"远离世界金融中心的英伦半岛，坐落着一家110年历史的骨灰级投资基金，17年前它就发掘了亚马逊，8年前便相中了特斯拉，全球经济动荡之际，它如今将目光投向了中国。\n据英国金融时报，Baillie Gifford（BG）认为中国是最引人注目的机会来源，以应对未来二十年，全球市场可能发生的剧烈变化和技术颠覆。\n该公司一名基金经理Tom Slater谈及在中国的投资时称：\n\n 我发现，当你和中国一些创始人交流的时候，不得不将某些质疑暂时搁置一旁。\n\n他回忆说，2015年他在旧金山遇到美团创始人王兴时，觉得每天配送几千万顿外卖的目标“完全是不可能的事”，但投资腾讯的经历又提醒他，“在中国，并非不可能”。于是就在那一年，BG首次投资了美团，如今事实证明，美团确实达成了其每日订单目标。\n其余中概股方面，蔚来、百度、好未来、拼多多等都是BG的“囊中之物”。\n值得一提的是，BG相中美团早在其公开上市3年前，而自2018年IPO以来，美团股价已经上涨了319%。\n类似的情况出现在对字节跳动和阿里巴巴的投资，两者IPO前就已成为BG风投领域潜在的巅峰之作。BG约10年前进入风投领域，以其旗下产品苏格兰抵押贷款信托(Scottish Mortgage Trust)为例，风险投资目前已占其总资产的五分之一。\nBG是一家1908年成立的英国机构，真正资管界的“百年老店”。过去20年里，优秀业绩推动其资管规模增长了15倍，从2000年底的220亿英镑增加到2020年底的3260亿英镑，其中包括权益类、固定收益等多元资产投资组合。这一数字是通过稳定增长，而不是通过合并或收购实现的。\n\n除中国市场外，BG一些著名的成功例子包括特斯拉、亚马逊、Illumina和Moderna等。\n它在2013年初耗资8900万美元建立了230万股的特斯拉头寸，平均持股成本仅38.7美元；随后三年继续买入，2017年持有约1400万股，从此稳居特斯拉二股东席位。去年，特斯拉的连续暴涨在北美对冲基金业掀起巨浪，不少大中型基金因做空特斯拉而关门，BG则浮盈超200亿美元（折合1400亿人民币以上）。\n自其2013年首次投资特斯拉以来，特斯拉股价上涨近9000%。此外，自2004年首次投资亚马逊以来，亚马逊股价涨超6500%；Moderna公开上市前BG便持有其股票，该股IPO以来一年，股价已上涨逾1000%。\n多年来，BG以长期投资著称。在BG公司总部的入口处，写着这家其直观易懂的投资理念——“真正的投资者不会只关注几个季度，他们会放眼数十年（Actual investors think in decades. Not quarters.）”。\n在Baillie Gifford看来，“长期投资于最具竞争力、创新性和成长效率的极少数优质企业，并取得超额回报”，这才是真正的投资（actual investing）。","news_type":1,"symbols_score_info":{"03086":0.9,"09086":0.9}},"isVote":1,"tweetType":1,"viewCount":1855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121808653,"gmtCreate":1624457792872,"gmtModify":1703837362998,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"：","listText":"：","text":"：","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121808653","repostId":"2145929670","repostType":4,"repost":{"id":"2145929670","kind":"highlight","pubTimestamp":1624452183,"share":"https://ttm.financial/m/news/2145929670?lang=en_US&edition=fundamental","pubTime":"2021-06-23 20:43","market":"us","language":"zh","title":"Tesla's Q2 delivery volume is expected to hit a new high, is the buying point arrived?","url":"https://stock-news.laohu8.com/highlight/detail?id=2145929670","media":"金十数据","summary":"市场普遍预期Q2交付量将再创新高，如何把握时机提早布局？","content":"<p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Musk sent an internal email to employees on the 18th local time. The email did not disclose the actual production and delivery targets for the second quarter, but only made encouragement and requests:</p><p>\"Overall, we are executing well, but the next 12 days are very important for production and deliveries this quarter. Please give your all!\" Musk did not disclose the number of deliveries completed so far and the Q2 target in the letter, but<b>Analysts expect the number of deliveries this quarter to reach 198,000-200,000, setting a new high for quarterly deliveries.</b></p><p>Judging from the wording of the email, Musk seems to believe that the delivery target for the second quarter is achievable, but in order to achieve this goal, the team needs to make a very fierce sprint at the end of the quarter.</p><p>With less than two weeks left in the second quarter, there's a good chance that Tesla will do what it can to deliver as many vehicles as possible by the end of the month, given the trend of launching a massive push at the end of the quarter.</p><p><b>Q1 Delivery Data Review</b></p><p>In the first quarter of this year, Tesla delivered 184,800 electric vehicles and produced 180,338 vehicles, both hitting record highs. According to delivery data, all electric vehicles produced by Tesla in the first quarter were Model 3 and Model Y models, and production of the more expensive Model S and Model X models was zero.</p><p>At the same time, the 2020 Model S and Model X delivered in the first quarter all came from previous production inventories, and their deliveries only accounted for 1% of the total deliveries in the quarter. The figure below shows the delivery volume of Tesla Model S/X/3/Y as of the first quarter of 2021:</p><p><img src=\"https://static.tigerbbs.com/f922029c3a0ba8d1f3227eb32e8c8bee\" tg-width=\"960\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p><b>Q2 Delivery Forecast</b></p><p>For Tesla, the rapid growth in sales is very important because traditional auto leaders have awakened and are boosting plug-in car sales for most brands. The new factory in Texas is a key factor in further growth, as the start-up of the factory in Germany appears to be \"challenging.\"</p><p>Tesla loyal fan Troy Teslike estimates that,<b>In the second quarter, 198,000 deliveries are possible (he previously expected 192,000 vehicles)</b>, which would support the 200,000-vehicle argument-another symbolic milestone. Troy Teslike also predicts that Tesla will deliver 838,000 vehicles throughout 2021. The picture below is his prediction data:</p><p><img src=\"https://static.tigerbbs.com/a6540ca353b7336cb0291d9c95645713\" tg-width=\"566\" tg-height=\"766\" referrerpolicy=\"no-referrer\"></p><p>Front<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>CIO Gary Black said that with U.S./China Model Y deliveries (expected) reaching new highs in the second quarter, and Chinese and U.S.-made Model 3 exports to the EU setting records every quarter,<b>Tesla's second-quarter deliveries may reach 210,000-215,000 vehicles (market expectations are 205,000 vehicles)</b>After the second quarter, the market's expectation for Tesla's fiscal 2021 delivery volume may be close to 900,000 vehicles (the current forecast is 866,000 vehicles).</p><p>Tesla short GLJ Research analyst Gordon Johnson lowered his expectations for Tesla's (TSLA.O) second-quarter deliveries while raising his expectations for full-year fiscal 2021 deliveries.<b>The second quarter delivery forecast was lowered from 196,000 to 194,000, while the full-year 2021 delivery forecast was raised from 783,900 to 799,700</b>。 We made this adjustment because we think sales in China will be around 30,000 in June, Johnson said.</p><p>The Motley Fool reports that Tesla may need to more than double its second-quarter deliveries year-over-year to meet the company's updated guidance in the first quarter of more than 50% increase in full-year deliveries from 2020 levels. But this should not be too difficult. If the delivery volume of the first quarter is maintained in the second quarter, it can also achieve a year-on-year growth rate of 104%.</p><p><b>However, supply shortages remain a potential challenge, especially in semiconductor, logistics and shipping port capacity constraints</b>。 Given the optimistic signals released by Tesla's management, deliveries in the second quarter are expected to increase compared with the first quarter.</p><p><b>Model S Make efforts to deliver</b></p><p>Previously, on June 10, Tesla held a delivery ceremony for the Model S Plaid version at the test drive factory next to the Fremont Gigafactory. At the event, Tesla CEO Musk announced that the company will deliver 25 Model S Plaid vehicles that night. In addition, Musk also added that hundreds of Model S Plaid vehicles will be delivered every week soon, and thousands of Model S Plaid vehicles will be delivered every week next quarter.</p><p>Days after Tesla officially delivered the first batch of Model S Plaid, drones patrolling the Fremont factory showed that the company is now mass-producing the car. In addition, judging from the videos and photos shared by netizens on social media, some Model S Plaid are in transit. Coupled with the growing Model S fleet in the Fremont factory, Tesla seems to want to ensure that this newly released The car can be delivered to customers before the end of the quarter.</p><p><img src=\"https://static.tigerbbs.com/20cb3d4a2cc9c0f4e1e2181891cab618\" tg-width=\"554\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>Recently, according to foreign media reports, as the second quarter of 2021 draws to an end, the delivery speed of Tesla Model S has accelerated. Foreign media predict that Tesla's production and delivery in the second quarter will be particularly tight. Due to the delay in the release of new models, there is a large backlog of delivery orders for Model S. In addition, shipments of more than 10,000 vehicles were put on hold in May, which also delayed the delivery of many orders until Tesla launched its new computer vision system.</p><p><b>Historical stock price trends on the day Tesla announced quarterly delivery data and the previous five days</b></p><p>From Q1 2020 to Q1 this year, Tesla's delivery volume exceeded market consensus expectations for five consecutive quarters, and the stock price rose by more than 3% on the day of the announcement four times, as shown in the chart below. As the second quarter draws to an end, investors may be able to find patterns from previous market charts, seize the opportunity, and make arrangements in advance!</p><p><img src=\"https://static.tigerbbs.com/bedab4feccd75ca5c4d48fd2872c022c\" tg-width=\"1242\" tg-height=\"3620\" referrerpolicy=\"no-referrer\"></p>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Q2 delivery volume is expected to hit a new high, is the buying point arrived?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Q2 delivery volume is expected to hit a new high, is the buying point arrived?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2021-06-23 20:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Musk sent an internal email to employees on the 18th local time. The email did not disclose the actual production and delivery targets for the second quarter, but only made encouragement and requests:</p><p>\"Overall, we are executing well, but the next 12 days are very important for production and deliveries this quarter. Please give your all!\" Musk did not disclose the number of deliveries completed so far and the Q2 target in the letter, but<b>Analysts expect the number of deliveries this quarter to reach 198,000-200,000, setting a new high for quarterly deliveries.</b></p><p>Judging from the wording of the email, Musk seems to believe that the delivery target for the second quarter is achievable, but in order to achieve this goal, the team needs to make a very fierce sprint at the end of the quarter.</p><p>With less than two weeks left in the second quarter, there's a good chance that Tesla will do what it can to deliver as many vehicles as possible by the end of the month, given the trend of launching a massive push at the end of the quarter.</p><p><b>Q1 Delivery Data Review</b></p><p>In the first quarter of this year, Tesla delivered 184,800 electric vehicles and produced 180,338 vehicles, both hitting record highs. According to delivery data, all electric vehicles produced by Tesla in the first quarter were Model 3 and Model Y models, and production of the more expensive Model S and Model X models was zero.</p><p>At the same time, the 2020 Model S and Model X delivered in the first quarter all came from previous production inventories, and their deliveries only accounted for 1% of the total deliveries in the quarter. The figure below shows the delivery volume of Tesla Model S/X/3/Y as of the first quarter of 2021:</p><p><img src=\"https://static.tigerbbs.com/f922029c3a0ba8d1f3227eb32e8c8bee\" tg-width=\"960\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p><b>Q2 Delivery Forecast</b></p><p>For Tesla, the rapid growth in sales is very important because traditional auto leaders have awakened and are boosting plug-in car sales for most brands. The new factory in Texas is a key factor in further growth, as the start-up of the factory in Germany appears to be \"challenging.\"</p><p>Tesla loyal fan Troy Teslike estimates that,<b>In the second quarter, 198,000 deliveries are possible (he previously expected 192,000 vehicles)</b>, which would support the 200,000-vehicle argument-another symbolic milestone. Troy Teslike also predicts that Tesla will deliver 838,000 vehicles throughout 2021. The picture below is his prediction data:</p><p><img src=\"https://static.tigerbbs.com/a6540ca353b7336cb0291d9c95645713\" tg-width=\"566\" tg-height=\"766\" referrerpolicy=\"no-referrer\"></p><p>Front<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>CIO Gary Black said that with U.S./China Model Y deliveries (expected) reaching new highs in the second quarter, and Chinese and U.S.-made Model 3 exports to the EU setting records every quarter,<b>Tesla's second-quarter deliveries may reach 210,000-215,000 vehicles (market expectations are 205,000 vehicles)</b>After the second quarter, the market's expectation for Tesla's fiscal 2021 delivery volume may be close to 900,000 vehicles (the current forecast is 866,000 vehicles).</p><p>Tesla short GLJ Research analyst Gordon Johnson lowered his expectations for Tesla's (TSLA.O) second-quarter deliveries while raising his expectations for full-year fiscal 2021 deliveries.<b>The second quarter delivery forecast was lowered from 196,000 to 194,000, while the full-year 2021 delivery forecast was raised from 783,900 to 799,700</b>。 We made this adjustment because we think sales in China will be around 30,000 in June, Johnson said.</p><p>The Motley Fool reports that Tesla may need to more than double its second-quarter deliveries year-over-year to meet the company's updated guidance in the first quarter of more than 50% increase in full-year deliveries from 2020 levels. But this should not be too difficult. If the delivery volume of the first quarter is maintained in the second quarter, it can also achieve a year-on-year growth rate of 104%.</p><p><b>However, supply shortages remain a potential challenge, especially in semiconductor, logistics and shipping port capacity constraints</b>。 Given the optimistic signals released by Tesla's management, deliveries in the second quarter are expected to increase compared with the first quarter.</p><p><b>Model S Make efforts to deliver</b></p><p>Previously, on June 10, Tesla held a delivery ceremony for the Model S Plaid version at the test drive factory next to the Fremont Gigafactory. At the event, Tesla CEO Musk announced that the company will deliver 25 Model S Plaid vehicles that night. In addition, Musk also added that hundreds of Model S Plaid vehicles will be delivered every week soon, and thousands of Model S Plaid vehicles will be delivered every week next quarter.</p><p>Days after Tesla officially delivered the first batch of Model S Plaid, drones patrolling the Fremont factory showed that the company is now mass-producing the car. In addition, judging from the videos and photos shared by netizens on social media, some Model S Plaid are in transit. Coupled with the growing Model S fleet in the Fremont factory, Tesla seems to want to ensure that this newly released The car can be delivered to customers before the end of the quarter.</p><p><img src=\"https://static.tigerbbs.com/20cb3d4a2cc9c0f4e1e2181891cab618\" tg-width=\"554\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>Recently, according to foreign media reports, as the second quarter of 2021 draws to an end, the delivery speed of Tesla Model S has accelerated. Foreign media predict that Tesla's production and delivery in the second quarter will be particularly tight. Due to the delay in the release of new models, there is a large backlog of delivery orders for Model S. In addition, shipments of more than 10,000 vehicles were put on hold in May, which also delayed the delivery of many orders until Tesla launched its new computer vision system.</p><p><b>Historical stock price trends on the day Tesla announced quarterly delivery data and the previous five days</b></p><p>From Q1 2020 to Q1 this year, Tesla's delivery volume exceeded market consensus expectations for five consecutive quarters, and the stock price rose by more than 3% on the day of the announcement four times, as shown in the chart below. As the second quarter draws to an end, investors may be able to find patterns from previous market charts, seize the opportunity, and make arrangements in advance!</p><p><img src=\"https://static.tigerbbs.com/bedab4feccd75ca5c4d48fd2872c022c\" tg-width=\"1242\" tg-height=\"3620\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=76537&type=news\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b86586210e1f8bc591340d4eb624b89","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=76537&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145929670","content_text":"特斯拉CEO马斯克于当地时间18日给员工发送了一封内部邮件，该邮件并没有透露第二季度实际生产和交付目标，只是做出了鼓舞和要求：\n\n “总的来说，我们执行得很好，但接下来的 12 天对于本季度的生产和交付来说非常重要。请全力以赴！”\n\n马斯克在信件中并没有透露目前已经完成的交付数量以及Q2目标，但分析师预期本季度的交付数量将达到19.8万-20万，刷新季度交付数量新高。\n从邮件措辞来看，马斯克似乎相信第二季度的交付目标是可实现的，但为了实现这一目标，团队需在季度末进行非常激烈的冲刺。\n第二季度只剩下不到两周的时间，考虑到特斯拉在季度末发起大规模推动的趋势，特斯拉很有可能会尽其所能在本月底之前交付尽可能多的汽车。\nQ1交付数据回顾\n今年第一季度，特斯拉电动汽车的交付量达184800辆，产量达180338辆，双双创下历史新高。据交付数据，第一季度特斯拉生产的所有电动汽车均为Model 3和Model Y车型，价格更为昂贵的Model S和Model X车型的产量为零。\n同时，第一季度所交付的2020辆Model S和Model X，均来自此前的生产库存，其交付数量仅占该季度总交付量的1%。下图是截至2021年第一季度，特斯拉Model S/X/3/Y交付量：\n\nQ2交付量预测\n对于特斯拉来说，销量的快速增长非常重要，因为传统汽车龙头企业已经觉醒并正在为大多数品牌提振插电式汽车销量。得州的新工厂是进一步增长的关键因素，因为德国工厂的启动似乎“具有挑战性”。\n特斯拉忠粉Troy Teslike估计，在第二季度，198000辆的交付量是有可能的（他此前给出的预期值为192000辆），这将支持20万辆的论点——另一个象征性的里程碑。Troy Teslike还预测特斯拉2021年全年将交付83.8万辆。下图是他的预测数据：\n\n前高盛CIO Gary Black表示，随着美国/中国第二季度Model Y交付量（预计）达到新高，以及中国及美国产Model 3对欧盟的出口量每个季度都创下纪录，特斯拉第二季度交付量可能达到21万—21.5万辆（市场预期20.5万辆），第二季度后市场对特斯拉2021财年交付量的预期可能接近90万辆（目前的预测为86.6万辆）。\n特斯拉空头GLJ Research分析师Gordon Johnson下调了他对特斯拉(TSLA.O)第二季度交付量的预期，同时上调对2021财年全年交付量的预期。第二季度交付量预期从19.6万下调至19.4万辆，而2021年全年交付量预期从78.39万上调到79.97万辆。Johnson表示，我们之所以做出这一调整，是因为我们认为6月在中国的销量将达到3万辆左右。\nThe Motley Fool报道称，特斯拉可能需要将其第二季度的交付量同比增加一倍以上才能达到公司在第一季度更新的指引，即全年交付量比 2020 年水平增加50%以上。但这应该不会太难，如果第二季度维持一季度的交付量，也能实现104%的同比增长率。\n不过供应短缺仍然是潜在的挑战，尤其是半导体、物流和航运港口容量限制方面。鉴于特斯拉管理层释放的乐观信号，预计第二季度交付量会较第一季度录得增长。\nModel S发力交付\n此前6月10日，特斯拉在弗里蒙特超级工厂旁边的试驾厂举行了Model S Plaid版交付仪式。活动现场，特斯拉CEO马斯克宣布，该公司将于当晚交付25辆Model S Plaid。此外，马斯克还补充表示，很快将每周交付数百辆Model S Plaid，下个季度每周将交付数千辆Model S Plaid。\n在特斯拉正式交付第一批Model S Plaid的几天后，弗里蒙特工厂上空巡查的无人机显示，该公司现在正在批量生产这款车。另外从网友在社交媒体上分享的视频和照片来看，一些Model S Plaid正在运送途中，再加上弗里蒙特工厂内不断增长的Model S车队，特斯拉似乎想要确保这款新发布的汽车能在本季度结束前交付给客户。\n\n近日，据外媒报道，随着2021年第二季度临近结束，特斯拉Model S的交付速度加快。外媒预计，特斯拉二季度的生产和交付都特别紧张，由于新车型发布被推迟，Model S的交付订单大量积压。此外，5月份有1万多辆汽车被搁置发货，这也推迟了许多订单交付，需等到特斯拉推出其新计算机视觉系统。\n特斯拉公布季度交付数据当日及前五日股价历史走势\n2020年Q1至今年Q1，特斯拉连续五个季度的交付量超出市场普遍预期，其中四次在公布当日股价上涨3%以上，如下图所示。随着第二季度临近结束，投资者们或许可以此前几次行情走势图从中找到规律，把握时机，提早布局！","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167425974,"gmtCreate":1624282923098,"gmtModify":1703832375140,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167425974","repostId":"1172790765","repostType":4,"repost":{"id":"1172790765","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":1624269676,"share":"https://ttm.financial/m/news/1172790765?lang=en_US&edition=fundamental","pubTime":"2021-06-21 18:01","market":"us","language":"zh","title":"Dehong Capital-led consortium close to acquiring 51job at a $5.3 billion valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=1172790765","media":"老虎资讯综合","summary":"知情人士透露，由德弘资本牵头的一个财团即将协议收购前程无忧，交易对这家人力资源服务公司的估值约为53亿美元。\n知情人士称，该财团的成员还包括私募股权投资公司鸥翎投资和前程无忧联合创始人、首席执行官甄荣","content":"<p>According to people familiar with the matter, a consortium led by Dehong Capital is about to agree to acquire 51job, which values the human resources services company at about $5.3 billion.</p><p>According to people familiar with the matter, the consortium, which also includes Zhen Ronghui, co-founder and CEO of private equity investment firms Ouling Investment and 51job, is currently in advanced talks to acquire the New York-listed company for about $79.05 per ADS. The agreement could be announced as soon as Monday, said people familiar with the matter, who asked not to be anonymous because the matter was not public.</p><p>This bid represents a 5.9% premium to 51job's most recent closing price, which is equivalent to the initial plan of Dehong Capital last September. According to data compiled by Bloomberg, this will be one of the largest acquisitions by Chinese companies listed in the United States this year.</p><p>According to people familiar with the matter, the consortium's acquisition funds mainly come from domestic banks. Japan's Recruit Holdings Co. is currently 51job's largest shareholder, holding a 34.8% stake, and plans to sell a small stake and continue to hold the remainder.</p><p>Zhen Ronghui holds about 19.2% of the shares, which is expected to increase to nearly 40%, while Dehong Capital and Ouling Investment will hold more than 20% of the shares together. People familiar with the matter said that negotiations are still going on, and the details and timing of the transaction may change.</p><p>In this regard, 51job said it would not comment.<img src=\"https://static.tigerbbs.com/57f54152d386e63bf14850cd94cf5624\" 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>Dehong Capital-led consortium close to acquiring 51job at a $5.3 billion valuation</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\">\nDehong Capital-led consortium close to acquiring 51job at a $5.3 billion valuation\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\">2021-06-21 18:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>According to people familiar with the matter, a consortium led by Dehong Capital is about to agree to acquire 51job, which values the human resources services company at about $5.3 billion.</p><p>According to people familiar with the matter, the consortium, which also includes Zhen Ronghui, co-founder and CEO of private equity investment firms Ouling Investment and 51job, is currently in advanced talks to acquire the New York-listed company for about $79.05 per ADS. The agreement could be announced as soon as Monday, said people familiar with the matter, who asked not to be anonymous because the matter was not public.</p><p>This bid represents a 5.9% premium to 51job's most recent closing price, which is equivalent to the initial plan of Dehong Capital last September. According to data compiled by Bloomberg, this will be one of the largest acquisitions by Chinese companies listed in the United States this year.</p><p>According to people familiar with the matter, the consortium's acquisition funds mainly come from domestic banks. Japan's Recruit Holdings Co. is currently 51job's largest shareholder, holding a 34.8% stake, and plans to sell a small stake and continue to hold the remainder.</p><p>Zhen Ronghui holds about 19.2% of the shares, which is expected to increase to nearly 40%, while Dehong Capital and Ouling Investment will hold more than 20% of the shares together. People familiar with the matter said that negotiations are still going on, and the details and timing of the transaction may change.</p><p>In this regard, 51job said it would not comment.<img src=\"https://static.tigerbbs.com/57f54152d386e63bf14850cd94cf5624\" 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/46494ff0a967fd1461f0d4b570a39e77","relate_stocks":{"JOBS":"前程无忧"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172790765","content_text":"知情人士透露，由德弘资本牵头的一个财团即将协议收购前程无忧，交易对这家人力资源服务公司的估值约为53亿美元。\n知情人士称，该财团的成员还包括私募股权投资公司鸥翎投资和前程无忧联合创始人、首席执行官甄荣辉，目前正在进行深入谈判，以每ADS约79.05美元的价格收购这家纽约上市公司。因事未公开而要求匿名的知情人士表示，协议最快可能于周一宣布。\n这一出价比前程无忧的最近收盘价溢价5.9%，与去年9月德弘资本的初始方案相当。根据彭博汇编的数据，这将是今年以来在美上市中资企业规模最大的收购交易之一。\n知情人士称，该财团收购资金主要来自于国内的银行。日本的Recruit Holdings Co.目前是前程无忧最大的股东，持有34.8%的股份，计划出售少量持股，并继续持有剩余股份。\n甄荣辉持有大约19.2%的股份，势将增持至近40%，而德弘资本和鸥翎投资将合共持有超过20%的股份。知情人士称，磋商仍在继续，交易细节和时间可能有变。\n对此，前程无忧表示，不予置评。","news_type":1,"symbols_score_info":{"JOBS":0.9}},"isVote":1,"tweetType":1,"viewCount":2847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167422599,"gmtCreate":1624282907711,"gmtModify":1703832374485,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ii","listText":"Ii","text":"Ii","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167422599","repostId":"1115796699","repostType":4,"isVote":1,"tweetType":1,"viewCount":2232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167426775,"gmtCreate":1624282889297,"gmtModify":1703832373502,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ii","listText":"Ii","text":"Ii","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167426775","repostId":"1152151455","repostType":4,"isVote":1,"tweetType":1,"viewCount":2062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167426828,"gmtCreate":1624282866064,"gmtModify":1703832372516,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Ff","listText":"Ff","text":"Ff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167426828","repostId":"1169694875","repostType":4,"repost":{"id":"1169694875","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇投资学苑","id":"3","head_image":"https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c"},"pubTimestamp":1624271475,"share":"https://ttm.financial/m/news/1169694875?lang=en_US&edition=fundamental","pubTime":"2021-06-21 18:31","market":"sh","language":"zh","title":"The high point of pullback/retracement is nearly 30%, can CDFG still hold on?","url":"https://stock-news.laohu8.com/highlight/detail?id=1169694875","media":"格隆汇投资学苑","summary":"稳住，别慌\n\n有人说，前四十年发展快车道看深圳；三十年前快车道看上海浦东；而未来二十年的快车道必定看海南。\n1988年，在中国改革开放进入第十个年头之际，海南岛脱离广东成为中国第31个省级行政区。原本","content":"<p>Hold on, don't panic. Some people say that the fast lane of development in the first 40 years depends on Shenzhen; Looking at Shanghai Pudong on the fast lane thirty years ago; The fast lane in the next twenty years must look at Hainan.</p><p>In 1988, when China's reform and opening up entered its tenth year, Hainan Island broke away from Guangdong and became China's 31st provincial administrative region. Haikou, a small coastal town with a population of only 300,000, has become the capital of China's largest special economic zone.</p><p>Thirty years later, a major benefit finally landed.<b>Hainan has been promoted to a new historical position.</b></p><p>In June 2020, the State Council issued the \"Overall Plan for the Construction of Hainan Free Trade Port\", announcing the construction of a free trade port in Hainan.<b>Among them, the personal duty-free shopping limit will be raised from 30,000 yuan to 100,000 yuan.</b></p><p><img src=\"https://static.tigerbbs.com/649de21d30cd569246580a2abcc4861c\" tg-width=\"443\" tg-height=\"270\" referrerpolicy=\"no-referrer\"></p><p>As a giant in Hainan's duty-free industry<a href=\"https://laohu8.com/S/601888\">China CDFG</a>, also ushered in spring. Within 8 months (as of February this year), the stock price rose by more than 280%, reaching a maximum of 403.78 yuan per share.</p><p><b>1. China Duty Free that won the top spot</b></p><p>The spring breeze of policy has brought benefits to Hainan, and at the same time, it has brought spring to the largest industry in Hainan-duty-free industry. From the data point of view, within six months after the implementation of the policy, the average daily sales of Hainan Free Trade Port exceeded 120 million yuan, a year-on-year increase of more than 2 times.<b>In 2020, the total duty-free sales of Hainan's outlying islands (including repurchase of outlying islands) reached 32.5 billion yuan.</b></p><p>According to the normal data before the epidemic, among the operating income rankings of global duty-free merchants in 2019, among them, the ones that were established the latest and were relatively inferior in scale, channels and operations<b>China CDFG ranked fourth with a revenue of 6.1 billion euros, much higher than well-known duty-free merchants such as DFS.</b></p><p>In the third quarter of 2020, when global tourism and consumption were severely hit, the domestic epidemic situation was gradually brought under control. Coupled with favorable tax exemption policies, China CDFG's third-quarter revenue surpassed the top three Dufry, Lotte and Silla, with revenue of US $2.43 billion.<b>Become the world's largest duty-free operator.</b></p><p><img src=\"https://static.tigerbbs.com/86f357ca03c0f3549943fa71e0b8958e\" tg-width=\"336\" tg-height=\"178\" referrerpolicy=\"no-referrer\"></p><p>(Operating income of global duty-free merchants in 2020)</p><p><b>In the domestic market, CDFG is indeed a pioneer, enclosing land and opening duty-free shops in Hainan early.</b>Before 2020, four duty-free shops on outlying islands have been opened in Hainan, occupying two superior geographical locations of transportation hub and commercial center respectively.</p><p>And among the eight companies with duty-free licenses in China, two are directly related to CDFG. Rishang Duty Free Bank has been acquired by CDFG, and Haitu has also been injected into CDFG. With the support of this part, CDFG's market share in 2020 has exceeded 90%.</p><p>Therefore,<b>As the absolute leader in the domestic duty-free industry and the only A-share listed company whose main business is duty-free business, CDFG has been highly sought after by capital</b>, public funds are concentrated in groups, and China CDFG has become one of the heavyweight stocks of public funds in 2020.</p><p>Under the influence of multiple factors, CDFG's stock price has soared, jumping from less than 100 yuan in June 2020 to the highest point of 400 yuan in February 2021.</p><p><b>2. The growth rate is lower than expected</b></p><p>At the end of 2020, with the support of policies, other duty-free merchants such as Shentu, Haifa Control, and Hailv Investment also opened outlying island duty-free shops in Hainan, quietly changing the situation that China Duty Free stands out in the domestic duty-free market.<b>The completion of more duty-free shops in the future will also dilute CDFG's market share of more than 90% to about 70%.</b></p><p>At the same time, many enterprises have launched the \"robbing\" of the 9th duty-free \"gold medal\". Although it will not have an impact in the short term, the duty-free market is very attractive to enterprises, and more latecomers will enter the game.</p><p>In fact, it can be seen from the stock price trend that China CDFG's stock price fell rapidly after the market opened after the year, plunging nearly 30% within 20 days. In addition to the impact of overall market fluctuations after the year,<b>But another important reason is that its performance has failed to provide strong support for the stock price.</b></p><p>On April 13, China CDFG released its first quarter results, achieving total revenue of 18.134 billion yuan, a year-on-year increase of 127.48%; Achieved a net profit of 2.849 billion yuan, compared with a loss of 21.86 million yuan in the same period last year; Operating profit was 4.458 billion yuan, an increase of 4.776 billion yuan over the same period last year.</p><p>From a numerical perspective,<b>This performance is indeed good, but the vertical comparison growth rate is not impressive. Affected by this, the stock price directly fell to the limit on that day.</b></p><p>In the first quarter of 2021, CDFG achieved high growth in performance, but this high year-on-year growth is above the low base during the worst period of the epidemic in the same period last year. And compared with the operating profit of 3.355 billion yuan in the first quarter of 2019, China CDFG's growth in the first quarter of this year was only 33%, far lower than the profit growth rate of 101% in the same period of 2019.</p><p><img src=\"https://static.tigerbbs.com/f22d7da2607644452287a74a43d54a67\" tg-width=\"554\" tg-height=\"123\" referrerpolicy=\"no-referrer\"></p><p>And from another perspective, the surge in CDFG's performance in 2020 is mainly affected by the strengthening of policy support performance in the fourth quarter. The operating income in the fourth quarter of 2020 was nearly 17.5 billion yuan, and in the first quarter of 2021 it was 18.1 billion yuan, and its quarter-on-quarter growth rate is also showing a downward trend.</p><p>Affected by this, the stock price of CDFG has been fluctuating in a box shape in recent months, and it has continued to fall in the past month, and there is a trend of falling below the bottom of the box, from 348 yuan/share at the end of May to the current 281 yuan/share, a sharp drop of nearly 20%.</p><p><img src=\"https://static.tigerbbs.com/4bb555f087f9f31e7aeca397b8f2b409\" tg-width=\"417\" tg-height=\"290\" referrerpolicy=\"no-referrer\"></p><p><b>3. Summary</b></p><p>China CDFG, which entered the market early, has benefited from the policy by virtue of its leading status as the \"first tax-free stock\", and has achieved exponential growth in less than a year, but this is not driven by performance growth, mainly It is favored by institutional group capital.</p><p>It can be seen from the recent rolling P/E of CDFG that although funds are flowing from high valuations to low valuations and the overall market is pulling back, CDFG's valuation is still at a high historical average level. However, it can also be seen that with the pullback/retracement of the stock price in the past two months, its high valuation is gradually being digested.</p><p><img src=\"https://static.tigerbbs.com/75e76a0fc369946bb6c7636e557c331c\" tg-width=\"554\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p>But in the long run, with the popularization of vaccination, people's willingness to travel is gradually recovering. Coupled with the continued stimulation of the dividends of the tax exemption policy on outlying islands,<b>The market size of the duty-free industry will still maintain a high growth rate in the next few years.</b></p><p>As the absolute leader in the current duty-free industry, CDFG's performance will continue to grow, and investors can wait for the appropriate hitting area.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The high point of pullback/retracement is nearly 30%, can CDFG still hold on?</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 high point of pullback/retracement is nearly 30%, can CDFG still hold on?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇投资学苑 </p>\n<p class=\"h-time smaller\">2021-06-21 18:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Hold on, don't panic. Some people say that the fast lane of development in the first 40 years depends on Shenzhen; Looking at Shanghai Pudong on the fast lane thirty years ago; The fast lane in the next twenty years must look at Hainan.</p><p>In 1988, when China's reform and opening up entered its tenth year, Hainan Island broke away from Guangdong and became China's 31st provincial administrative region. Haikou, a small coastal town with a population of only 300,000, has become the capital of China's largest special economic zone.</p><p>Thirty years later, a major benefit finally landed.<b>Hainan has been promoted to a new historical position.</b></p><p>In June 2020, the State Council issued the \"Overall Plan for the Construction of Hainan Free Trade Port\", announcing the construction of a free trade port in Hainan.<b>Among them, the personal duty-free shopping limit will be raised from 30,000 yuan to 100,000 yuan.</b></p><p><img src=\"https://static.tigerbbs.com/649de21d30cd569246580a2abcc4861c\" tg-width=\"443\" tg-height=\"270\" referrerpolicy=\"no-referrer\"></p><p>As a giant in Hainan's duty-free industry<a href=\"https://laohu8.com/S/601888\">China CDFG</a>, also ushered in spring. Within 8 months (as of February this year), the stock price rose by more than 280%, reaching a maximum of 403.78 yuan per share.</p><p><b>1. China Duty Free that won the top spot</b></p><p>The spring breeze of policy has brought benefits to Hainan, and at the same time, it has brought spring to the largest industry in Hainan-duty-free industry. From the data point of view, within six months after the implementation of the policy, the average daily sales of Hainan Free Trade Port exceeded 120 million yuan, a year-on-year increase of more than 2 times.<b>In 2020, the total duty-free sales of Hainan's outlying islands (including repurchase of outlying islands) reached 32.5 billion yuan.</b></p><p>According to the normal data before the epidemic, among the operating income rankings of global duty-free merchants in 2019, among them, the ones that were established the latest and were relatively inferior in scale, channels and operations<b>China CDFG ranked fourth with a revenue of 6.1 billion euros, much higher than well-known duty-free merchants such as DFS.</b></p><p>In the third quarter of 2020, when global tourism and consumption were severely hit, the domestic epidemic situation was gradually brought under control. Coupled with favorable tax exemption policies, China CDFG's third-quarter revenue surpassed the top three Dufry, Lotte and Silla, with revenue of US $2.43 billion.<b>Become the world's largest duty-free operator.</b></p><p><img src=\"https://static.tigerbbs.com/86f357ca03c0f3549943fa71e0b8958e\" tg-width=\"336\" tg-height=\"178\" referrerpolicy=\"no-referrer\"></p><p>(Operating income of global duty-free merchants in 2020)</p><p><b>In the domestic market, CDFG is indeed a pioneer, enclosing land and opening duty-free shops in Hainan early.</b>Before 2020, four duty-free shops on outlying islands have been opened in Hainan, occupying two superior geographical locations of transportation hub and commercial center respectively.</p><p>And among the eight companies with duty-free licenses in China, two are directly related to CDFG. Rishang Duty Free Bank has been acquired by CDFG, and Haitu has also been injected into CDFG. With the support of this part, CDFG's market share in 2020 has exceeded 90%.</p><p>Therefore,<b>As the absolute leader in the domestic duty-free industry and the only A-share listed company whose main business is duty-free business, CDFG has been highly sought after by capital</b>, public funds are concentrated in groups, and China CDFG has become one of the heavyweight stocks of public funds in 2020.</p><p>Under the influence of multiple factors, CDFG's stock price has soared, jumping from less than 100 yuan in June 2020 to the highest point of 400 yuan in February 2021.</p><p><b>2. The growth rate is lower than expected</b></p><p>At the end of 2020, with the support of policies, other duty-free merchants such as Shentu, Haifa Control, and Hailv Investment also opened outlying island duty-free shops in Hainan, quietly changing the situation that China Duty Free stands out in the domestic duty-free market.<b>The completion of more duty-free shops in the future will also dilute CDFG's market share of more than 90% to about 70%.</b></p><p>At the same time, many enterprises have launched the \"robbing\" of the 9th duty-free \"gold medal\". Although it will not have an impact in the short term, the duty-free market is very attractive to enterprises, and more latecomers will enter the game.</p><p>In fact, it can be seen from the stock price trend that China CDFG's stock price fell rapidly after the market opened after the year, plunging nearly 30% within 20 days. In addition to the impact of overall market fluctuations after the year,<b>But another important reason is that its performance has failed to provide strong support for the stock price.</b></p><p>On April 13, China CDFG released its first quarter results, achieving total revenue of 18.134 billion yuan, a year-on-year increase of 127.48%; Achieved a net profit of 2.849 billion yuan, compared with a loss of 21.86 million yuan in the same period last year; Operating profit was 4.458 billion yuan, an increase of 4.776 billion yuan over the same period last year.</p><p>From a numerical perspective,<b>This performance is indeed good, but the vertical comparison growth rate is not impressive. Affected by this, the stock price directly fell to the limit on that day.</b></p><p>In the first quarter of 2021, CDFG achieved high growth in performance, but this high year-on-year growth is above the low base during the worst period of the epidemic in the same period last year. And compared with the operating profit of 3.355 billion yuan in the first quarter of 2019, China CDFG's growth in the first quarter of this year was only 33%, far lower than the profit growth rate of 101% in the same period of 2019.</p><p><img src=\"https://static.tigerbbs.com/f22d7da2607644452287a74a43d54a67\" tg-width=\"554\" tg-height=\"123\" referrerpolicy=\"no-referrer\"></p><p>And from another perspective, the surge in CDFG's performance in 2020 is mainly affected by the strengthening of policy support performance in the fourth quarter. The operating income in the fourth quarter of 2020 was nearly 17.5 billion yuan, and in the first quarter of 2021 it was 18.1 billion yuan, and its quarter-on-quarter growth rate is also showing a downward trend.</p><p>Affected by this, the stock price of CDFG has been fluctuating in a box shape in recent months, and it has continued to fall in the past month, and there is a trend of falling below the bottom of the box, from 348 yuan/share at the end of May to the current 281 yuan/share, a sharp drop of nearly 20%.</p><p><img src=\"https://static.tigerbbs.com/4bb555f087f9f31e7aeca397b8f2b409\" tg-width=\"417\" tg-height=\"290\" referrerpolicy=\"no-referrer\"></p><p><b>3. Summary</b></p><p>China CDFG, which entered the market early, has benefited from the policy by virtue of its leading status as the \"first tax-free stock\", and has achieved exponential growth in less than a year, but this is not driven by performance growth, mainly It is favored by institutional group capital.</p><p>It can be seen from the recent rolling P/E of CDFG that although funds are flowing from high valuations to low valuations and the overall market is pulling back, CDFG's valuation is still at a high historical average level. However, it can also be seen that with the pullback/retracement of the stock price in the past two months, its high valuation is gradually being digested.</p><p><img src=\"https://static.tigerbbs.com/75e76a0fc369946bb6c7636e557c331c\" tg-width=\"554\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p>But in the long run, with the popularization of vaccination, people's willingness to travel is gradually recovering. Coupled with the continued stimulation of the dividends of the tax exemption policy on outlying islands,<b>The market size of the duty-free industry will still maintain a high growth rate in the next few years.</b></p><p>As the absolute leader in the current duty-free industry, CDFG's performance will continue to grow, and investors can wait for the appropriate hitting area.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dde701c3294fae0b0a6e20ec22ac1c36","relate_stocks":{"601888":"中国中免"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169694875","content_text":"稳住，别慌\n\n有人说，前四十年发展快车道看深圳；三十年前快车道看上海浦东；而未来二十年的快车道必定看海南。\n1988年，在中国改革开放进入第十个年头之际，海南岛脱离广东成为中国第31个省级行政区。原本人口只有30万的海滨小城海口市一跃成为中国最大经济特区的首府。\n30年后，一项重大利好终于落地，海南被提升到了新的历史地位。\n国务院在2020年6月发布了《海南自由贸易港建设总体方案》，宣布在海南建设自由贸易港，其中将个人的免税购物限额从3万上调至10万元。\n\n作为海南免税业巨头的中国中免，也迎来了春天。8个月内（截至今年2月）股价涨幅超过280%，最高达403.78元/股。\n1、拔得头筹的中免\n政策的春风给海南吹来了利好，同时也给海南最大的产业——免税业带来了春天。从数据来看，政策实施后的半年内，海南自贸港日均销售额超1.2亿元，同比增长达2倍多，2020年全年海南离岛免税销售总额（含离岛补购）达到了325亿元。\n按照疫情前的正常数据来看，2019年全球免税商营业收入排行中，而其中成立时间最晚，规模、渠道和运营相对劣势的中国中免以61亿欧元的收入排名第四，远远高于DFS等知名免税商。\n而2020年的第三季度，在全球旅游业和消费受到剧烈打击的情形下，国内的疫情状况逐渐得到控制，再加之免税政策的利好，中国中免三季度营收一举超过前三名的Dufry、乐天和新罗，营收24.3亿美元，成为全球最大的免税运营商。\n\n（2020年度全球免税商营业收入）\n在国内市场中，中免确实是先行者，早早地在海南圈地、开免税店。2020年之前就已经在海南开设了4家离岛免税店，并分别占据了交通枢纽和商业中心两大优越的地理位置。\n且在国内拥有免税业牌照的八家企业中，有两家都与中免有着直接关系，日上免税行已被中免收购，而海兔也已经注入中免。在这一部分的加持下，中国中免在2020年的市场份额已超过90%。\n因此，中国中免作为国内免税行业的绝对龙头以及A股唯一一家以免税业务为主业的上市公司，受到了资本的大力追捧，公募基金集中抱团，中国中免成为了2020年公募基金的重仓股之一。\n在多重因素的影响下，中国中免的股价一路飞涨，从2020年6月的不足百元跃升至2021年2月最高点的400元。\n2、增速不及预期\n而2020年底，在政策的支持下，深兔、海发控、海旅投等其他免税商也在海南开设了离岛免税店，悄悄改变了中免在国内免税市场中一枝独秀的状况。未来更多免税店的建成也将把中免超过90%的市占率稀释至70%左右。\n与此同时，多家企业展开了对第9张免税“金牌”的“抢夺”，虽然短期内不会造成冲击，但是免税市场对企业的吸引力非常大，也会有更多的后来者入局。\n其实从股价走势中能看出，年后开盘之后中国中免的股价迅速回落，20天内跳水近30%。除了年后大盘整体波动的影响外，但还有一个重要的原因是其业绩却并未能为股价提供有力的支撑。\n4月13日中国中免发布一季度业绩，实现总营收181.34亿元，同比增长127.48%；实现净利润28.49亿元，上年同期亏损2186万元；营业利润44.58亿元，较上年同期增加47.76亿元。\n从数字上来看，这份业绩确实不错，但纵向对比增速并不可观，受此影响当日股价直接跌停。\n2021年一季度中国中免实现了业绩的高增长，但这个同比高增长是与去年同期疫情最严重的时期的低基数之上的。 且与2019年一季度33.55亿元的营业利润相比，中国中免今年一季度增长只有33%，远低于2019年同期101%的利润增速。\n\n且从另一个方面来看，中免2020年的业绩大增主要是受到四季度政策支持业绩走强的影响。2020年四季度的营业收入近175亿元，2021年一季度为181亿元，其环比增速也在呈下降趋势。\n受此影响，中国中免近几个月的股价一直呈箱式震荡，近一个月以来更是持续下跌，且有跌破箱底的趋势，从五月底的348元/股下跌至现在的281元/股，大跌了近20%。\n\n3、总结\n早早入场的中国中免的凭借着“免税第一股”的龙头身份吃到了政策的红利，在不到一年的时间内实现了成倍的增长，但这非来自于业绩增长的推动，主要是受到机构抱团资本的青睐。\n从中国中免近期的滚动市盈率就可以看到，尽管是在资金从高估值流向低估值，大盘整体回调的情况下，中免的估值却仍处在历史的平均水平的高位。不过也能看到，随着近两个月股价的回撤，其高估值也在逐渐被消化。\n\n但长远来看，随着疫苗的接种的普及，人们的旅游意愿也在逐渐恢复，再加上离岛免税政策红利的持续刺激下，免税业这一赛道的市场规模在未来几年仍会保持高增速的态势。\n而中国中免作为目前免税行业的绝对龙头，其业绩仍会持续增长，投资者可以静候合适的击球区。","news_type":1,"symbols_score_info":{"601888":0.9}},"isVote":1,"tweetType":1,"viewCount":1440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167241924,"gmtCreate":1624273486468,"gmtModify":1703832111060,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Hh","listText":"Hh","text":"Hh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167241924","repostId":"1118470789","repostType":4,"repost":{"id":"1118470789","kind":"news","pubTimestamp":1624271343,"share":"https://ttm.financial/m/news/1118470789?lang=en_US&edition=fundamental","pubTime":"2021-06-21 18:29","market":"hk","language":"zh","title":"CCB, ICBC, Postal Savings and Alipay suspend providing services for virtual currency transactions","url":"https://stock-news.laohu8.com/highlight/detail?id=1118470789","media":"华尔街见闻","summary":"人民银行就虚拟货币交易炒作问题约谈部分银行和支付机构后，多家银行和支付机构发布公告，禁止使用银行服务用于虚拟货币交易。\n6月21日晚间，中国建设银行发布了《关于禁止使用我行服务用于虚拟货币交易的公告》","content":"<p>After the People's Bank of China interviewed some banks and payment institutions on the speculation of virtual currency transactions, a number of banks and payment institutions issued announcements prohibiting the use of banking services for virtual currency transactions.</p><p>On the evening of June 21, China Construction Bank issued the \"Announcement on Prohibiting the Use of Our Bank's Services for Virtual Currency Transactions.\"</p><p>The announcement said:</p><p>Virtual currency trading speculation seriously disrupts the normal economic and financial order and infringes on the safety of people's property. In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice of the People's Bank of China and other ministries and trade associations on Preventing Bitcoin Risks, the Announcement on Preventing Token Issuance Financing Risks, the Announcement on Preventing Virtual Currency Transaction Speculation Risks, and the recent interview guidance requirements of relevant departments of the People's Bank of China, so as to crack down on virtual currency transactions, protect the property rights and interests of the public, and maintain normal economic and financial order. 2. No institution or individual may use the account opened with our bank to recharge virtual currency transaction funds, withdraw cash, purchase or sell related transaction recharge codes and other activities, and may not transfer virtual currency transactions through the account opened with our bank. related funds. 3. Our bank will continue to strengthen the daily monitoring and investigation of transactions involving virtual currencies. For the above-mentioned behaviors involving virtual currency transactions, measures such as suspending relevant account transactions and terminating financial services will be immediately taken once discovered. Clues of violations of laws and regulations found will be reported to relevant departments immediately. Here is a warm reminder: Customers are requested to enhance their risk awareness, cherish their personal bank accounts, do not use them for virtual currency-related capital transactions, do not participate in virtual currency trading speculation activities, and beware of damage to their own property and rights. At the same time, the Industrial and Commercial Bank of China issued the \"Statement on Prohibiting the Use of Our Bank's Services to Conduct Virtual Currency Transactions.\"</p><p>The statement said:</p><p>In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice of the People's Bank of China and other five ministries and commissions on December 4, 2013 on Preventing Bitcoin Risks and the Announcement of the People's Bank of China and other seven ministries and commissions on September 4, 2017 on Preventing Token Issuance Financing Risks, protect the property rights and interests of the public and maintain the stability of economic and financial order. Our bank will continue to strengthen monitoring. Once discovered, it has the right to take control measures such as suspending relevant account transactions and canceling accounts, and report relevant information to relevant departments. The public should be highly alert to the risks of token issuance financing and \"virtual currency\" transactions, improve risk prevention awareness and identification capabilities, and beware of being deceived. If you find the above-mentioned behaviors, you can report them to our bank. The Postal Savings Bank of China also issued the Announcement on Prohibiting the Use of Our Bank's Accounts, Products, Services, and Channels for Business Activities Related to \"Virtual Currency\".</p><p>The announcement said:</p><p>In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice of five ministries and commissions including the People's Bank of China on Preventing Bitcoin Risks (Yinfa [2013] No.289) and the Announcement of seven ministries and commissions including the People's Bank of China on Preventing Token Issuance Financing Risks, according to the recent interview guidance requirements of relevant departments of the People's Bank of China, no institution or individual is allowed to use our bank's accounts, products, services and channels for token issuance financing and \"virtual currency\" transactions. Our bank will continue to strengthen risk monitoring in payment transactions. Once the above-mentioned relevant behaviors are discovered, our bank has the right to take control measures such as suspending account transactions and canceling accounts, and report relevant information to the regulatory authorities. The public is reminded to be highly alert to the risks of token issuance financing and \"virtual currency\" transactions, improve risk prevention awareness and identification capabilities, and beware of being deceived. If you find the above-mentioned behaviors, you can report them to our bank. In addition, Alipay issued the \"Statement on Prohibiting the Use of Our Company's Services to Conduct Virtual Currency Transactions such as Bitcoin\" in Weibo, stating that it will monitor and investigate transactions involving virtual currencies, and block them immediately once found.</p><p>The full text is as follows:</p><p><img src=\"https://static.tigerbbs.com/6437f05904b2ca214edd13a0868306ef\" tg-width=\"640\" tg-height=\"1133\" referrerpolicy=\"no-referrer\"></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CCB, ICBC, Postal Savings and Alipay suspend providing services for virtual currency transactions</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\">\nCCB, ICBC, Postal Savings and Alipay suspend providing services for virtual currency transactions\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-21 18:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After the People's Bank of China interviewed some banks and payment institutions on the speculation of virtual currency transactions, a number of banks and payment institutions issued announcements prohibiting the use of banking services for virtual currency transactions.</p><p>On the evening of June 21, China Construction Bank issued the \"Announcement on Prohibiting the Use of Our Bank's Services for Virtual Currency Transactions.\"</p><p>The announcement said:</p><p>Virtual currency trading speculation seriously disrupts the normal economic and financial order and infringes on the safety of people's property. In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice of the People's Bank of China and other ministries and trade associations on Preventing Bitcoin Risks, the Announcement on Preventing Token Issuance Financing Risks, the Announcement on Preventing Virtual Currency Transaction Speculation Risks, and the recent interview guidance requirements of relevant departments of the People's Bank of China, so as to crack down on virtual currency transactions, protect the property rights and interests of the public, and maintain normal economic and financial order. 2. No institution or individual may use the account opened with our bank to recharge virtual currency transaction funds, withdraw cash, purchase or sell related transaction recharge codes and other activities, and may not transfer virtual currency transactions through the account opened with our bank. related funds. 3. Our bank will continue to strengthen the daily monitoring and investigation of transactions involving virtual currencies. For the above-mentioned behaviors involving virtual currency transactions, measures such as suspending relevant account transactions and terminating financial services will be immediately taken once discovered. Clues of violations of laws and regulations found will be reported to relevant departments immediately. Here is a warm reminder: Customers are requested to enhance their risk awareness, cherish their personal bank accounts, do not use them for virtual currency-related capital transactions, do not participate in virtual currency trading speculation activities, and beware of damage to their own property and rights. At the same time, the Industrial and Commercial Bank of China issued the \"Statement on Prohibiting the Use of Our Bank's Services to Conduct Virtual Currency Transactions.\"</p><p>The statement said:</p><p>In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice of the People's Bank of China and other five ministries and commissions on December 4, 2013 on Preventing Bitcoin Risks and the Announcement of the People's Bank of China and other seven ministries and commissions on September 4, 2017 on Preventing Token Issuance Financing Risks, protect the property rights and interests of the public and maintain the stability of economic and financial order. Our bank will continue to strengthen monitoring. Once discovered, it has the right to take control measures such as suspending relevant account transactions and canceling accounts, and report relevant information to relevant departments. The public should be highly alert to the risks of token issuance financing and \"virtual currency\" transactions, improve risk prevention awareness and identification capabilities, and beware of being deceived. If you find the above-mentioned behaviors, you can report them to our bank. The Postal Savings Bank of China also issued the Announcement on Prohibiting the Use of Our Bank's Accounts, Products, Services, and Channels for Business Activities Related to \"Virtual Currency\".</p><p>The announcement said:</p><p>In order to further implement the spirit of the meeting of the Financial Committee of the State Council, implement the Notice of five ministries and commissions including the People's Bank of China on Preventing Bitcoin Risks (Yinfa [2013] No.289) and the Announcement of seven ministries and commissions including the People's Bank of China on Preventing Token Issuance Financing Risks, according to the recent interview guidance requirements of relevant departments of the People's Bank of China, no institution or individual is allowed to use our bank's accounts, products, services and channels for token issuance financing and \"virtual currency\" transactions. Our bank will continue to strengthen risk monitoring in payment transactions. Once the above-mentioned relevant behaviors are discovered, our bank has the right to take control measures such as suspending account transactions and canceling accounts, and report relevant information to the regulatory authorities. The public is reminded to be highly alert to the risks of token issuance financing and \"virtual currency\" transactions, improve risk prevention awareness and identification capabilities, and beware of being deceived. If you find the above-mentioned behaviors, you can report them to our bank. In addition, Alipay issued the \"Statement on Prohibiting the Use of Our Company's Services to Conduct Virtual Currency Transactions such as Bitcoin\" in Weibo, stating that it will monitor and investigate transactions involving virtual currencies, and block them immediately once found.</p><p>The full text is as follows:</p><p><img src=\"https://static.tigerbbs.com/6437f05904b2ca214edd13a0868306ef\" tg-width=\"640\" tg-height=\"1133\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633438\">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/69af882c29a3ff047224139fe1096d17","relate_stocks":{"601939":"建设银行"},"source_url":"https://wallstreetcn.com/articles/3633438","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1118470789","content_text":"人民银行就虚拟货币交易炒作问题约谈部分银行和支付机构后，多家银行和支付机构发布公告，禁止使用银行服务用于虚拟货币交易。\n6月21日晚间，中国建设银行发布了《关于禁止使用我行服务用于虚拟货币交易的公告》。\n公告表示：\n\n 虚拟货币交易炒作活动严重扰乱经济金融正常秩序,侵害人民群众财产安全。为进一步贯彻国务院金融委会议精神，落实人民银行等多部委、行业协会《关于防范比特币风险的通知》《关于防范代币发行融资风险的公告》《关于防范虚拟货币交易炒作风险的公告》以及近日人民银行有关部门约谈指导要求，打击虚拟货币交易行为，保护社会公众的财产权益，维护正常经济金融秩序，我行重申：一、建设银行严格落实国家有关监管要求，恪守行业自律承诺，坚决不开展、不参与任何与虚拟货币相关的业务活动，坚决不为虚拟货币提供账户开立、登记、交易、清算、结算等任何金融产品和服务。二、任何机构和个人不得将在我行开立的账户用于虚拟货币的交易资金充值以及提现、购买或销售相关交易充值码等活动，不得通过在我行开立的账户划转与虚拟货币交易相关的资金。三、我行将持续加强涉虚拟货币交易的日常监控排查力度，对于上述涉虚拟货币交易的行为，一经发现将立即采取暂停相关账户交易、终止金融服务等措施。对发现的违法违规线索，将立即向有关部门报告。在此温馨提示：请广大客户增强风险意识，珍惜个人银行账户，不用于虚拟货币相关资金交易，不参与虚拟货币交易炒作活动，谨防自身财产及权益受损。\n\n同一时间，中国工商银行发布了《关于禁止使用我行服务开展虚拟货币交易的声明》。\n声明表示：\n\n 为进一步贯彻国务院金融委会议精神，落实中国人民银行等五部委2013年12月4日《关于防范比特币风险的通知》和中国人民银行等七部委2017年9月4日《关于防范代币发行融资风险的公告》规定，保护社会公众的财产权益，维护经济金融秩序稳定，按照近日人民银行有关部门约谈指导要求，我行重申，任何机构和个人不得利用我行账户、产品、服务、渠道进行代币发行融资和“虚拟货币”交易。我行将持续加强监测，一经发现，有权采取暂停相关账户交易、注销账户等控制措施，并将相关信息报告有关部门。社会公众应高度警惕代币发行融资与“虚拟货币”交易风险，提高风险防范意识和识别能力，谨防上当受骗。若发现上述有关行为，可向我行举报。\n\n中国邮政储蓄银行也发布了《关于禁止使用我行账户、产品、服务、渠道进行 “虚拟货币”相关业务活动的公告》。\n公告表示：\n\n 为进一步贯彻国务院金融委会议精神，落实中国人民银行等五部委《关于防范比特币风险的通知》（银发〔2013〕289号）和中国人民银行等七部委《关于防范代币发行融资风险的公告》等监管规定，按照近日中国人民银行有关部门约谈指导要求，任何机构和个人不得利用我行账户、产品、服务、渠道进行代币发行融资和“虚拟货币”交易。我行将持续加强支付交易环节风险监测，一经发现上述有关行为，我行有权采取暂停账户交易、注销账户等控制措施，并将相关信息报告监管部门。提示社会公众高度警惕代币发行融资与“虚拟货币”交易风险，提高风险防范意识和识别能力，谨防上当受骗。若发现上述有关行为，可向我行举报。\n\n此外，支付宝在微博发布了《关于禁止使用我公司服务开展比特币等虚拟货币交易的声明》，表示将监控排查涉及虚拟货币的交易行为，一经发现立即封堵。\n全文如下：","news_type":1,"symbols_score_info":{"601939":0.9}},"isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164156931,"gmtCreate":1624183904423,"gmtModify":1703830301296,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"themes":[],"htmlText":"Jssu","listText":"Jssu","text":"Jssu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164156931","repostId":"2144572796","repostType":4,"repost":{"id":"2144572796","kind":"highlight","pubTimestamp":1624000774,"share":"https://ttm.financial/m/news/2144572796?lang=en_US&edition=fundamental","pubTime":"2021-06-18 15:19","market":"us","language":"zh","title":"Gold fell nearly 5% overnight! State Street analyst: Don't panic, the decline is a good time to buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2144572796","media":"英为财情","summary":"英为财情Investing.com –由于美联储加息预期以及美元走强，周三贵金属市场遭遇恐慌性抛售，黄金期货一度跌近5%下破1770美元，钯金甚至大跌10%。道富环球投资管理公司首席黄金分析师Milling-Stanley认为，投资者对加息预期反应过度。“我正在关注黄金市场，现在可能是买入的好时机。”Milling-Stanley补充称，一旦这种恐慌性抛售结束，金价仍将具有良好的支撑，有望反弹到1900美元上方，并在年底前升至2000美元上方。","content":"<p><html><body><strong>Investing.com-</strong>Due to the expectation of the Federal Reserve's rate hike and the strengthening of the US dollar, the precious metals market suffered panic selling on Wednesday. Gold futures once fell nearly 5% below $1,770, and palladium even fell 10%.</p><p>State Street<a href=\"https://laohu8.com/S/B73.SI\">Global Investment</a>Milling-Stanley, chief gold analyst at the management company, believes investors are overreacting to rate hike expectations. He believes that there is no need to pay too much attention to the forecast in two years.</p><p>\"I'm watching the gold market, and now may be a good time to buy.\" Milling-Stanley said, \"I've seen a lot of panic selling in gold, and I don't think this will last long. While the market is expecting higher inflation and rate hike, but they completely ignore the fact that rate hike will have to wait until at least two years from now, and a lot will happen in two years.\"</p><p>Milling-Stanley added that once this panic selling is over, gold prices will still have good support and are expected to rebound above $1,900 and above $2,000 before the end of the year.</p><p>He also said that many of the Fed's forecasts depend on inflation, and if inflation falls back to between 2% and 3%, the Fed will not rush to rate hike.</p><p>Even if the Fed enters the rate hike channel, Milling-Stanley thinks gold will do well. \"The last time the Federal Reserve was in a rate hike channel was between December 2015 and December 2018, during which period gold rose 21%, from $1,050 to $1,270.\"</p><p>As of writing, gold futures were trading at $1,785, up slightly by 0.59% during the day.</p><p><strong>[This article comes from Yingwei Caiqing Investing.com, please log in to cn.Investing.com or download Yingwei Caiqing App to read more]</strong></p><p><strong>Recommended Reading</strong></p><p><strong>Heavy! The Fed suddenly raises two major interest rates, predicts two rate hike by the end of 2023</strong></p><p><strong>May economic data comments: How much pressure is the economic slowdown?</strong></p><p><strong>Economic data fell short of expectations, but interest rates rose instead?</strong></p><p><strong>Zhang Yu: The difference in \"loosening\" between China and the United States in May is also different in the future</strong></p><p><strong>(Editor: Chen Han)</strong></p><p></body></html></p>","source":"investing_news","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>Gold fell nearly 5% overnight! State Street analyst: Don't panic, the decline is a good time to buy</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\">\nGold fell nearly 5% overnight! State Street analyst: Don't panic, the decline is a good time to buy\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">英为财情</strong><span class=\"h-time small\">2021-06-18 15:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><strong>Investing.com-</strong>Due to the expectation of the Federal Reserve's rate hike and the strengthening of the US dollar, the precious metals market suffered panic selling on Wednesday. Gold futures once fell nearly 5% below $1,770, and palladium even fell 10%.</p><p>State Street<a href=\"https://laohu8.com/S/B73.SI\">Global Investment</a>Milling-Stanley, chief gold analyst at the management company, believes investors are overreacting to rate hike expectations. He believes that there is no need to pay too much attention to the forecast in two years.</p><p>\"I'm watching the gold market, and now may be a good time to buy.\" Milling-Stanley said, \"I've seen a lot of panic selling in gold, and I don't think this will last long. While the market is expecting higher inflation and rate hike, but they completely ignore the fact that rate hike will have to wait until at least two years from now, and a lot will happen in two years.\"</p><p>Milling-Stanley added that once this panic selling is over, gold prices will still have good support and are expected to rebound above $1,900 and above $2,000 before the end of the year.</p><p>He also said that many of the Fed's forecasts depend on inflation, and if inflation falls back to between 2% and 3%, the Fed will not rush to rate hike.</p><p>Even if the Fed enters the rate hike channel, Milling-Stanley thinks gold will do well. \"The last time the Federal Reserve was in a rate hike channel was between December 2015 and December 2018, during which period gold rose 21%, from $1,050 to $1,270.\"</p><p>As of writing, gold futures were trading at $1,785, up slightly by 0.59% during the day.</p><p><strong>[This article comes from Yingwei Caiqing Investing.com, please log in to cn.Investing.com or download Yingwei Caiqing App to read more]</strong></p><p><strong>Recommended Reading</strong></p><p><strong>Heavy! The Fed suddenly raises two major interest rates, predicts two rate hike by the end of 2023</strong></p><p><strong>May economic data comments: How much pressure is the economic slowdown?</strong></p><p><strong>Economic data fell short of expectations, but interest rates rose instead?</strong></p><p><strong>Zhang Yu: The difference in \"loosening\" between China and the United States in May is also different in the future</strong></p><p><strong>(Editor: Chen Han)</strong></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cn.investing.com/news/commodities-news/article-2026820\">英为财情</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a710f0e16d2fb84784400d545feef76f","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR","DUST":"二倍做空黄金矿业指数ETF-Direxion","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares"},"source_url":"https://cn.investing.com/news/commodities-news/article-2026820","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144572796","content_text":"英为财情Investing.com –由于美联储加息预期以及美元走强，周三贵金属市场遭遇恐慌性抛售，黄金期货一度跌近5%下破1770美元，钯金甚至大跌10%。\n道富环球投资管理公司首席黄金分析师Milling-Stanley认为，投资者对加息预期反应过度。他认为，不需要过多关注两年后的预测。\n“我正在关注黄金市场，现在可能是买入的好时机。”Milling-Stanley表示，“我看到了黄金大量恐慌性抛售，我认为这种情况不会持续太久。虽然市场预期会有更高的通胀和加息，但他们完全忽略了一个事实，即加息至少要等到两年之后，两年内会发生很多事情。”\nMilling-Stanley补充称，一旦这种恐慌性抛售结束，金价仍将具有良好的支撑，有望反弹到1900美元上方，并在年底前升至2000美元上方。\n他还表示，美联储很多预测都取决于通胀情况，如果通胀回落到2%-3%之间，美联储不会急于加息。\n即使美联储进入加息通道，Milling-Stanley也认为黄金表现将不错。“美联储上一次处于加息通道是2015年12月至2018年12月之间，黄金在那期间累计上涨了21%，从1050美元升至1270美元。”\n截至撰稿，黄金期货交投于1785美元，日内微涨0.59%。\n【本文来自英为财情Investing.com，阅读更多请登录cn.Investing.com或下载英为财情 App】\n推荐阅读\n重磅！美联储突然提高两大利率，预测2023年底两次加息\n5月经济数据点评：经济放缓的压力有多大？\n经济数据不及预期，利率反而上行？\n张瑜：中美5月“松”的不同，未来也不同\n（编辑：陈涵）","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"IAU":0.6,"SGCmain":0.6,"GLD":0.6,"NUGT":0.6,"SGUmain":0.6,"DUST":0.6,"GDX":0.6,"GCmain":1,"MGCmain":1}},"isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}