迷恋者 personal page - To The Moon

迷恋者

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2021-09-18

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2021-09-08

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Multiple indicators in the United States alarm!

2021-09-03

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Great changes in the currency market: There are so many dollars that the market doesn't want them

2021-08-16

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2021-07-15

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2021-07-12

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2022-12-23

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2022-03-09

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2022-01-30

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U.S. stocks fell sharply at the beginning of the year, do you want to pick up the flying knife? Wall Street bosses are widely divided

2021-09-19

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2021-07-08

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2022-12-25

J4jtjtj

2022-02-15

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Last night and this morning | 13F reports are released one after another! What did top institutions buy in Q4?

2022-01-27

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2022-01-18

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The biggest risk outside the Fed: U.S. stock earnings season is a bit "difficult"

2021-09-22

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Reminder: The Mid-Autumn Festival market closure arrangement is here! Hong Kong stocks closed on the 22nd

2021-09-10

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2021-09-05

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The biggest tax evasion scandal in history! Renaissance Fund may pay back nearly $7 billion in taxes

2022-12-19

Rnrnrntnt

2022-03-09

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15:10","market":"us","language":"zh","title":"Multiple indicators in the United States alarm!","url":"https://stock-news.laohu8.com/highlight/detail?id=2165994363","media":"华尔街见闻","summary":"美国人曾憧憬，这个夏天经济能回归常态，上班族回到办公室，孩子们重返校园，街角的咖啡店再次开业。但一切事与愿违，随着疫情复燃，复苏在8月踩下了急刹车。\n上周五，让人大跌眼镜的非农就业数据带来了最直接的报","content":"<p>Americans had hoped that the economy would return to normal this summer, office workers would return to the office, children would return to school, and the corner coffee shop would open again. But everything backfired. With the resurgence of the epidemic, the recovery stepped on a sudden brake in August.</p><p><b>Last Friday, the surprising non-farm payrolls data brought the most direct alarm signal.</b>The U.S. non-farm payrolls increased by only 235,000 in August, a sharp miss the market expectation of 733,000, down from about 1 million in June and July, the smallest increase since January 2021.</p><p>In August, the University of Michigan consumer confidence index also fell to its lowest level in 10 years, with the spreading Delta variant and rising inflation worrying Americans.</p><p>According to data released by Johns Hopkins University in the United States, as of 6 p.m. Eastern Time on September 7, 2021, a total of 40,238,083 confirmed cases and 650,345 deaths in novel coronavirus pneumonia have been reported in the United States.</p><p><b>In the past week, the United States has averaged more than 161,000 new cases per day, as many as 1,560 new deaths and more than 102,000 hospitalizations per day, only slightly lower than last winter's peak.</b></p><p><img src=\"https://static.tigerbbs.com/f7c5b880f937edae73659acd8fa2e181\" tg-width=\"731\" tg-height=\"455\" referrerpolicy=\"no-referrer\"></p><p>(Image credit: Worldometers)</p><p><h2>'Feelings of uncertainty and anxiety are back'</h2>With the resurgence of the epidemic, the opening of offices and schools in the United States has been postponed, and travel and performance plans have been cancelled.</p><p><b>Starting in August, including<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Companies, large and small, have abandoned plans to reopen offices, with some even pushing back their return dates until 2022.</b></p><p>In mid-July, tourist arrivals to Hawaii had returned to near pre-pandemic levels, down only about 10% from the same period in 2019, official data showed. But starting in August, the pace slowed, with average daily tourist arrivals down 34% over 2019 in the last seven days of August.</p><p>Cinema traffic fell by more than half at the end of August compared to the peak of the pandemic in mid-July, according to market research firm TOP. Paramount Pictures has delayed the release of Top Gun: Maverick and Mission: Impossible 7.</p><p>At the same time, many schools in the United States have closed or resumed online classes.</p><p>The Wall Street Journal quoted Columbia Business School economist Stephan Meier as saying that the reopening of schools was supposed to be an important moment for the economy. About a quarter of households have school-age children, and reliable child care could get many Americans, especially women, back to work. But for now, the Delta variant and a lack of vaccines for children under 12 may keep some parents from working away from home.</p><p><b>Meier said: \"The uncertainty and anxiety we had last year is back, and this uncertainty is enough to curb labor supply.\"</b></p><p><h2>Institutions have lowered U.S. economic growth forecasts</h2>Economists believe the Delta variant of the virus will not push the United States back into recession, but losing growth momentum could prolong the recovery of millions of jobs lost during the pandemic, leaving many job markets on the sidelines and hindering companies from new uncertainties Invest under uncertainty.</p><p>In the report released this Monday,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The expected growth rate of US GDP this year has been reduced to 5.7%, and the unemployment rate is expected to rise from 4.1% to 4.2% this year. This is the third time in less than three months that Goldman Sachs has lowered its US GDP forecast for this year.</p><p>When explaining why they lowered their forecasts this week, Goldman Sachs economists mentioned several major factors,<b>It is expected that as the variant virus Delta rages, the government's financial support is weakening, and demand shifts from goods to services, U.S. consumers may reduce spending, and the consumption situation is more severe than previously expected:</b></p><p>\"There seem to be many more obstacles to strong consumption growth in the future: the Delta variant virus is already putting pressure on growth in the third quarter, fiscal stimulus is dwindling, and the recovery of the service industry is slowing down. These will all be negative factors in the medium term.\" Earlier this month,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>It also significantly lowered the U.S. GDP forecast for the third quarter, from 6.5% to only 2.9%, and the GDP forecast for the fourth quarter remained at 6.7%. After revising down the third quarter GDP forecast, Morgan Stanley's U.S. GDP growth forecast for this year is 5.6%, which is lower than Goldman Sachs' full-year growth forecast after this week's downward adjustment.</p><p>Morgan Stanley said at the time,<b>The reduction in expectations is mainly due to the fact that the driving force of economic growth has been released ahead of schedule, the government's stimulus spending has reduced the boost to the economy, and supply chain bottlenecks continue to drag down the economy, resulting in a reduction in consumer spending on large durable goods such as automobiles.</b></p><p><h2>U.S. stocks fell for two consecutive days, and a bigger test lies ahead</h2>On Tuesday, the Dow fell more than 200 points, hitting a new closing low since August 19 and its largest closing drop since August 18. The S&P closed down 0.34% at 4,520.03 points, a new low since August 27.</p><p>This is the second consecutive day that the Dow Jones Industrial Average and S&P closed down after the release of the far-worse-than-expected non-farm payrolls report last Friday. Even the three-day long weekend, including Monday, failed to ease the decline in most sectors of U.S. stocks. Both U.S. stocks and U.S. bond prices fell intraday, Treasury Bond yields rose, and the benchmark 10-year U.S. bond yield hit a new high since mid-July.</p><p>The analysis pointed out that under the raging Delta variant virus, the market is reassessing the economic growth prospects of the United States and its impact on corporate profits.</p><p><b>With the gradual withdrawal of U.S. fiscal stimulus measures, the U.S. economic recovery will face further tests.</b></p><p>This week, more than 7.5 million Americans will lose $300 a week in additional pandemic-era unemployment benefits.<b>In addition to stopping pandemic subsidies, risk factors such as tax increases and debt increases have also brought additional tests to the U.S. economy.</b></p><p>Wall Street News previously mentioned that although the U.S. Congress seems likely to pass an infrastructure bill this fall, compared with the multiple rounds of stimulus plans launched since March 2020, the economic impact of the recent stimulus plan is relatively limited.</p><p>The U.S. Congress may vote to raise taxes on businesses and high-income individuals, which will offset the boost from spending-another short-term risk for markets.</p><p>At the same time, U.S. stocks may also be affected by the debt ceiling increase this fall. The U.S. Congress needs to pass an increase in the debt ceiling later this month to raise government funds, as well as a temporary spending bill to avoid a Washington shutdown in October.</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Multiple indicators in the United States alarm!</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\">\nMultiple indicators in the United States alarm!\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\">2021-09-08 15:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Americans had hoped that the economy would return to normal this summer, office workers would return to the office, children would return to school, and the corner coffee shop would open again. But everything backfired. With the resurgence of the epidemic, the recovery stepped on a sudden brake in August.</p><p><b>Last Friday, the surprising non-farm payrolls data brought the most direct alarm signal.</b>The U.S. non-farm payrolls increased by only 235,000 in August, a sharp miss the market expectation of 733,000, down from about 1 million in June and July, the smallest increase since January 2021.</p><p>In August, the University of Michigan consumer confidence index also fell to its lowest level in 10 years, with the spreading Delta variant and rising inflation worrying Americans.</p><p>According to data released by Johns Hopkins University in the United States, as of 6 p.m. Eastern Time on September 7, 2021, a total of 40,238,083 confirmed cases and 650,345 deaths in novel coronavirus pneumonia have been reported in the United States.</p><p><b>In the past week, the United States has averaged more than 161,000 new cases per day, as many as 1,560 new deaths and more than 102,000 hospitalizations per day, only slightly lower than last winter's peak.</b></p><p><img src=\"https://static.tigerbbs.com/f7c5b880f937edae73659acd8fa2e181\" tg-width=\"731\" tg-height=\"455\" referrerpolicy=\"no-referrer\"></p><p>(Image credit: Worldometers)</p><p><h2>'Feelings of uncertainty and anxiety are back'</h2>With the resurgence of the epidemic, the opening of offices and schools in the United States has been postponed, and travel and performance plans have been cancelled.</p><p><b>Starting in August, including<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Companies, large and small, have abandoned plans to reopen offices, with some even pushing back their return dates until 2022.</b></p><p>In mid-July, tourist arrivals to Hawaii had returned to near pre-pandemic levels, down only about 10% from the same period in 2019, official data showed. But starting in August, the pace slowed, with average daily tourist arrivals down 34% over 2019 in the last seven days of August.</p><p>Cinema traffic fell by more than half at the end of August compared to the peak of the pandemic in mid-July, according to market research firm TOP. Paramount Pictures has delayed the release of Top Gun: Maverick and Mission: Impossible 7.</p><p>At the same time, many schools in the United States have closed or resumed online classes.</p><p>The Wall Street Journal quoted Columbia Business School economist Stephan Meier as saying that the reopening of schools was supposed to be an important moment for the economy. About a quarter of households have school-age children, and reliable child care could get many Americans, especially women, back to work. But for now, the Delta variant and a lack of vaccines for children under 12 may keep some parents from working away from home.</p><p><b>Meier said: \"The uncertainty and anxiety we had last year is back, and this uncertainty is enough to curb labor supply.\"</b></p><p><h2>Institutions have lowered U.S. economic growth forecasts</h2>Economists believe the Delta variant of the virus will not push the United States back into recession, but losing growth momentum could prolong the recovery of millions of jobs lost during the pandemic, leaving many job markets on the sidelines and hindering companies from new uncertainties Invest under uncertainty.</p><p>In the report released this Monday,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The expected growth rate of US GDP this year has been reduced to 5.7%, and the unemployment rate is expected to rise from 4.1% to 4.2% this year. This is the third time in less than three months that Goldman Sachs has lowered its US GDP forecast for this year.</p><p>When explaining why they lowered their forecasts this week, Goldman Sachs economists mentioned several major factors,<b>It is expected that as the variant virus Delta rages, the government's financial support is weakening, and demand shifts from goods to services, U.S. consumers may reduce spending, and the consumption situation is more severe than previously expected:</b></p><p>\"There seem to be many more obstacles to strong consumption growth in the future: the Delta variant virus is already putting pressure on growth in the third quarter, fiscal stimulus is dwindling, and the recovery of the service industry is slowing down. These will all be negative factors in the medium term.\" Earlier this month,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>It also significantly lowered the U.S. GDP forecast for the third quarter, from 6.5% to only 2.9%, and the GDP forecast for the fourth quarter remained at 6.7%. After revising down the third quarter GDP forecast, Morgan Stanley's U.S. GDP growth forecast for this year is 5.6%, which is lower than Goldman Sachs' full-year growth forecast after this week's downward adjustment.</p><p>Morgan Stanley said at the time,<b>The reduction in expectations is mainly due to the fact that the driving force of economic growth has been released ahead of schedule, the government's stimulus spending has reduced the boost to the economy, and supply chain bottlenecks continue to drag down the economy, resulting in a reduction in consumer spending on large durable goods such as automobiles.</b></p><p><h2>U.S. stocks fell for two consecutive days, and a bigger test lies ahead</h2>On Tuesday, the Dow fell more than 200 points, hitting a new closing low since August 19 and its largest closing drop since August 18. The S&P closed down 0.34% at 4,520.03 points, a new low since August 27.</p><p>This is the second consecutive day that the Dow Jones Industrial Average and S&P closed down after the release of the far-worse-than-expected non-farm payrolls report last Friday. Even the three-day long weekend, including Monday, failed to ease the decline in most sectors of U.S. stocks. Both U.S. stocks and U.S. bond prices fell intraday, Treasury Bond yields rose, and the benchmark 10-year U.S. bond yield hit a new high since mid-July.</p><p>The analysis pointed out that under the raging Delta variant virus, the market is reassessing the economic growth prospects of the United States and its impact on corporate profits.</p><p><b>With the gradual withdrawal of U.S. fiscal stimulus measures, the U.S. economic recovery will face further tests.</b></p><p>This week, more than 7.5 million Americans will lose $300 a week in additional pandemic-era unemployment benefits.<b>In addition to stopping pandemic subsidies, risk factors such as tax increases and debt increases have also brought additional tests to the U.S. economy.</b></p><p>Wall Street News previously mentioned that although the U.S. Congress seems likely to pass an infrastructure bill this fall, compared with the multiple rounds of stimulus plans launched since March 2020, the economic impact of the recent stimulus plan is relatively limited.</p><p>The U.S. Congress may vote to raise taxes on businesses and high-income individuals, which will offset the boost from spending-another short-term risk for markets.</p><p>At the same time, U.S. stocks may also be affected by the debt ceiling increase this fall. The U.S. Congress needs to pass an increase in the debt ceiling later this month to raise government funds, as well as a temporary spending bill to avoid a Washington shutdown in October.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3639891\">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/627bc890436e46f74a0fe8143398a725","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","GDX":"黄金矿业ETF-VanEck","NUGT":"二倍做多黄金矿业指数ETF-Direxion","GLD":"黄金ETF-SPDR","DUST":"二倍做空黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares"},"source_url":"https://wallstreetcn.com/articles/3639891","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165994363","content_text":"美国人曾憧憬，这个夏天经济能回归常态，上班族回到办公室，孩子们重返校园，街角的咖啡店再次开业。但一切事与愿违，随着疫情复燃，复苏在8月踩下了急刹车。\n上周五，让人大跌眼镜的非农就业数据带来了最直接的报警信号。美国8月非农就业人口仅增加23.5万人，大幅不及市场预期的73.3万人，低于6月和7月的约100万个，创2021年1月以来最小增幅。\n8月，密歇根大学消费者信心指数也跌至10年来的最低水平，不断蔓延的Delta变种病毒和持续上升的通胀令美国人感到担忧。\n据美国约翰斯·霍普金斯大学发布的数据，截至美国东部时间2021年9月7日下午6点，全美共报告新冠肺炎确诊40238083例，死亡650345例。\n过去一周，美国平均每天新增病例超过 161000 例，新增死亡病例高达 1560 例，平均每天住院人数超过 102000 人，仅比去年冬天的峰值略低。\n\n(图片来源：Worldometers)\n“不确定性和焦虑感又回来了”\n疫情复燃之下，美国办公室和学校推迟开放，旅行和演出计划纷纷取消。\n从8月份开始，包括苹果、亚马逊在内的大小的公司都放弃了重新开放办公室的计划，一些公司甚至将返回日期推迟到2022年。\n官方数据显示，7月中旬，前往夏威夷的游客人数已经恢复至接近疫情前的水平，仅比2019年同期下降了约10%。但从8月开始，速度有所放缓，在8月的最后7天，日均游客抵达数量比2019年下降了34%。\n市场研究公司TOP的数据显示，与7月中旬的疫情高峰相比，8月底的影院客流量下降了一半以上。派拉蒙影业公司推迟了《壮志凌云:特立独行》和《碟中谍7》的上映。\n与此同时，美国许多学校已经关闭或恢复线上授课。\n华尔街日报援引哥伦比亚商学院经济学家Stephan Meier表示，学校重新开学本应是经济的一个重要时刻。大约四分之一的家庭有学龄儿童，可靠的儿童看护可以让许多美国人，尤其是女性重返工作岗位。但目前，Delta变种和缺乏针对12岁以下儿童的疫苗可能会让一些父母不愿离家工作。\nMeier称：“我们去年的不确定性和焦虑感又回来了，这种不确定性足以抑制劳动力供应。”\n机构纷纷下调美国经济增长预期\n经济学家认为，Delta变种病毒不会将美国推回衰退，但失去增长动力可能延长疫情期间失去的数百万就业岗位的复苏，令许多就业市场处于观望状态，并阻碍企业在新的不确定性下投资。\n本周一发布的报告中，高盛将今年的美国GDP预期增速降至5.7%，今年失业率预期从4.1%升至4.2%，这是不到三个月里，高盛第三次下调今年美国GDP预期。\n在本周解释为何下调预期时，高盛经济学家提到几大影响因素，预计由于变种病毒Delta肆虐、政府的财政支持在减弱，加之需求从商品转换到服务，美国消费者可能减少支出，消费形势比之前预期的更严峻：\n\n “未来消费强劲增长的阻碍看来多得多：Delta变异病毒已经在施压三季度增长，财政刺激在减少，服务业复苏放缓，这些都将是中期内的负面因素。”\n\n本月初，摩根士丹利也大幅下调了三季度美国GDP预期，从6.5%猛砍至仅2.9%，四季度GDP预期维持在6.7%。下修三季度GDP预期后，摩根士丹利的美国今年全年GDP增速预期为5.6%，比高盛本周调降后的全年预期增速还低。\n摩根士丹利当时称，调降预期主要由于经济增长的动力已提前释放，政府刺激性支出对经济的推动减少，加之供应链瓶颈持续拖累经济，汽车等大件耐用品的消费者支出由此减少。\n美股两连跌，更大的考验在后面\n周二，道指跌超200点，创8月19日以来收盘新低以及8月18日以来最大收盘跌幅。标普收跌0.34%，报4520.03点，创8月27日以来新低。\n这是上周五远逊预期的非农就业报告公布后，道指、标普连续两日收跌。即使是包括周一在内的三日长周末也没能缓和美股多数板块的跌势，美股和美债价格盘中齐跌，国债收益率上行，基准10年期美债收益率刷新7月中旬以来高位。\n分析指出，Delta变种病毒肆虐之下，市场正在重新评估美国经济增长前景，以及其对企业盈利的影响。\n随着美国财政刺激措施逐渐退场，美国经济复苏将面临进一步的考验。\n本周，超过750万的美国人将失去疫情时期每周300美元的额外失业救济。除了停止疫情补贴外，增税、债务上调等风险因素也给美国经济带来了额外的考验。\n华尔街见闻此前提及，尽管美国国会似乎有可能在今年秋季通过一项基础设施法案，但与2020年3月以来推出的多轮刺激计划相比，近期的刺激计划经济影响相对有限。\n美国国会可能会投票决定提高对企业和高收入个人的税收，这将抵消支出带来的提振——这是市场面临的另一个短期风险。\n与此同时，美股今秋还可能受到债务上限上调的影响。美国国会需要在本月晚些时候通过提高债务上限以筹集政府资金，以及一项临时开支法案，以避免华盛顿在10月份关闭。","news_type":1,"symbols_score_info":{"159934":0.9,"518880":0.9,"GDX":0.9,"SGUmain":0.9,"IAU":0.9,"NUGT":0.9,"GLD":0.9,"DUST":0.9,"MGCmain":0.9,"SGCmain":0.9}},"isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812499360,"gmtCreate":1630599006150,"gmtModify":1676530353970,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575846264530485","authorIdStr":"3575846264530485"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/812499360","repostId":"2164546845","repostType":4,"repost":{"id":"2164546845","kind":"news","pubTimestamp":1630569124,"share":"https://ttm.financial/m/news/2164546845?lang=en_US&edition=fundamental","pubTime":"2021-09-02 15:52","market":"us","language":"zh","title":"Great changes in the currency market: There are so many dollars that the market doesn't want them","url":"https://stock-news.laohu8.com/highlight/detail?id=2164546845","media":"智通财经","summary":"货币市场正在发生翻天覆地的变化。","content":"<p>Currency markets are changing dramatically.</p><p>For years, the premium of the US dollar to currencies such as the euro and yen has been negative in the cross currency market, which indicates that there is very strong demand for the US dollar. Now these so-called cross-currency basis swaps</p><p>basis swap) is about to turn positive.</p><p>\"Things that never happened before are happening now,\"<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Strategist Zoltan Pozsar said. He noted that people have become accustomed to thinking that cross-currency basis swaps are negative.</p><p>\"There was always an excessive demand for dollars, and that excessive demand has disappeared.\"</p><p><a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>The unconventional measures taken, including the Federal Reserve's extensive liquidity in the form of dollar swap lines and new repurchase agreement facilities, mean that the financial system has essentially been flooded with cash.</p><p>In 2015, the Federal Reserve withdrew dollar liquidity from the market, just as the BOJ and ECB were ramping up their quantitative easing programs.</p><p><img src=\"https://static.tigerbbs.com/1c51bd3b468c4ca66d6b3f834bb6ad88\" tg-width=\"600\" tg-height=\"337\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>\"Some of the most experienced short-term rate traders will tell you that the volume between 2015 and 2019 was unprecedented,\" Pozsar said.</p><p>\"So fast forward to today, we have so much liquidity right now, particularly the dollar, and the Fed is doing quantitative easing faster than either the BOJ or the ECB. So the dollar is well supplied. Regulation isn't getting stricter.</p><p>If anything, they are getting looser. The Fed has become the dealer of last resort. \"</p><p>Even longer-term cross-currency basis swaps, such as the 10-year swap between the Japanese yen and the US dollar, are about to turn positive. This premium currently stands at-34 basis points, the smallest difference in more than 10 years.</p><p>This swap indicator is a way to measure the difference in the cost of borrowing dollars in Japan versus borrowing dollars in the United States, and if the indicator is negative, it indicates that borrowing dollars in yen is more expensive.</p><p>In theory, this difference should not exist because participants arbitrage to eliminate the difference, but regulations introduced in the wake of the financial crisis may have limited their ability to do so.</p><p><img src=\"https://static.tigerbbs.com/d705e196ca793c3ad2f3e4e987cbf869\" tg-width=\"600\" tg-height=\"337\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Most of the world's excess dollars are currently deposited in the Federal Reserve's reverse repurchase facility, which this week absorbed a record $1.19 trillion from banks, money market funds and other financial counterparties.</p><p>Meanwhile, the launch of a new repurchase facility at the end of July should provide the Fed with another avenue to absorb excess liquidity from the financial system.</p><p>The Federal Reserve's liquidity measures have driven short-term interest rates lower in several countries.</p><p>In particular, the spread between the London Interbank Offered Rate (Libor) and overnight index swaps (OIS), a measure of banks' dollar funding costs, is close to negative.</p><p>That's different from 2008, when turmoil in the repo market and concerns about counterparties pushed the metric to record highs.</p><p><img src=\"https://static.tigerbbs.com/8441795a323461ec45740acebe20200a\" tg-width=\"600\" tg-height=\"337\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>\"This reflects that there is too much cash in the system relative to demand,\" Pozsar said. \"For quite some time, it will be very different than it has been in the last 5 years.</p><p>I think short-term rate traders have had a golden age over the last 5 years because we've had so much, so much spread movement in the currency markets. \"</p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Great changes in the currency market: There are so many dollars that the market doesn't want them</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGreat changes in the currency market: There are so many dollars that the market doesn't want them\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2021-09-02 15:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Currency markets are changing dramatically.</p><p>For years, the premium of the US dollar to currencies such as the euro and yen has been negative in the cross currency market, which indicates that there is very strong demand for the US dollar. Now these so-called cross-currency basis swaps</p><p>basis swap) is about to turn positive.</p><p>\"Things that never happened before are happening now,\"<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Strategist Zoltan Pozsar said. He noted that people have become accustomed to thinking that cross-currency basis swaps are negative.</p><p>\"There was always an excessive demand for dollars, and that excessive demand has disappeared.\"</p><p><a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>The unconventional measures taken, including the Federal Reserve's extensive liquidity in the form of dollar swap lines and new repurchase agreement facilities, mean that the financial system has essentially been flooded with cash.</p><p>In 2015, the Federal Reserve withdrew dollar liquidity from the market, just as the BOJ and ECB were ramping up their quantitative easing programs.</p><p><img src=\"https://static.tigerbbs.com/1c51bd3b468c4ca66d6b3f834bb6ad88\" tg-width=\"600\" tg-height=\"337\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>\"Some of the most experienced short-term rate traders will tell you that the volume between 2015 and 2019 was unprecedented,\" Pozsar said.</p><p>\"So fast forward to today, we have so much liquidity right now, particularly the dollar, and the Fed is doing quantitative easing faster than either the BOJ or the ECB. So the dollar is well supplied. Regulation isn't getting stricter.</p><p>If anything, they are getting looser. The Fed has become the dealer of last resort. \"</p><p>Even longer-term cross-currency basis swaps, such as the 10-year swap between the Japanese yen and the US dollar, are about to turn positive. This premium currently stands at-34 basis points, the smallest difference in more than 10 years.</p><p>This swap indicator is a way to measure the difference in the cost of borrowing dollars in Japan versus borrowing dollars in the United States, and if the indicator is negative, it indicates that borrowing dollars in yen is more expensive.</p><p>In theory, this difference should not exist because participants arbitrage to eliminate the difference, but regulations introduced in the wake of the financial crisis may have limited their ability to do so.</p><p><img src=\"https://static.tigerbbs.com/d705e196ca793c3ad2f3e4e987cbf869\" tg-width=\"600\" tg-height=\"337\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Most of the world's excess dollars are currently deposited in the Federal Reserve's reverse repurchase facility, which this week absorbed a record $1.19 trillion from banks, money market funds and other financial counterparties.</p><p>Meanwhile, the launch of a new repurchase facility at the end of July should provide the Fed with another avenue to absorb excess liquidity from the financial system.</p><p>The Federal Reserve's liquidity measures have driven short-term interest rates lower in several countries.</p><p>In particular, the spread between the London Interbank Offered Rate (Libor) and overnight index swaps (OIS), a measure of banks' dollar funding costs, is close to negative.</p><p>That's different from 2008, when turmoil in the repo market and concerns about counterparties pushed the metric to record highs.</p><p><img src=\"https://static.tigerbbs.com/8441795a323461ec45740acebe20200a\" tg-width=\"600\" tg-height=\"337\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>\"This reflects that there is too much cash in the system relative to demand,\" Pozsar said. \"For quite some time, it will be very different than it has been in the last 5 years.</p><p>I think short-term rate traders have had a golden age over the last 5 years because we've had so much, so much spread movement in the currency markets. \"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/553010.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c685480ed37cb27252b8611b704480cc","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"http://www.zhitongcaijing.com/content/detail/553010.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164546845","content_text":"货币市场正在发生翻天覆地的变化。\n多年来，在交叉货币市场上，美元相对于欧元、日元等货币的溢价一直为负，这表明对美元的需求非常旺盛。现在，这些所谓的交叉货币基差互换(cross-currency \nbasis swap)即将转为正值。\n“以前从未发生过的事情现在正在发生，”瑞士信贷策略师Zoltan Pozsar表示。 他指出，人们已经习惯认为交叉货币基差互换是负值。 \n“对美元的过度需求总是存在的，而这种过度需求已经消失了。”\n中央银行采取的非常规措施，包括美联储以美元互换额度和新回购协议工具的形式提供大量流动性，意味着金融体系实质上已经被现金淹没。\n2015年，美联储从市场撤出美元流动性，当时日本央行和欧洲央行正在加大量化宽松计划。\n\n“一些经验最丰富的短期利率交易员会告诉你，2015年到2019年期间的交易量是前所未有的，” Pozsar表示。 \n“所以快进到今天，我们现在有这么多的流动性，特别是美元，美联储量化宽松的速度比日本央行或欧洲央行都快。 所以美元供应充足。 监管并没有变得更加严格。 \n如果说有什么不同的话，那就是它们变得越来越宽松了。 美联储已成为最后的交易商。 ”\n甚至较长期限的交叉货币基差互换，例如日元和美元之间的 10 年期互换，也即将转为正值。 目前这一溢价为-34个基点，为10多年来最小的差值。\n这种互换指标是衡量在日本借入美元与在美国借入美元成本差异的一种方法，如果指标为负，则表明用日元借入美元的成本更高。 \n理论上，这种差异不应该存在，因为参与者通过套利来消除差异，但金融危机后出台的监管规定可能限制了他们这样做的能力。\n\n全球大部分过剩美元目前都存放在美联储的逆回购工具中，本周美联储从银行、货币市场基金和其他金融对手那里吸纳了创纪录的1.19万亿美元。 \n与此同时，7月底推出的新回购协议工具应该会为美联储提供另一种从金融体系吸收过剩流动性的途径。\n美联储的流动性措施推动了多个国家的短期利率下降。 \n特别是，伦敦银行同业拆借利率(Libor)与隔夜指数掉期(OIS)之间的息差(衡量银行的美元融资成本的指标)接近于负值。 \n这与2008年的情况不同，当时回购市场的动荡和对交易对手的担忧将该指标推至创纪录高点。\n\nPozsar表示：“这反映出，相对于需求，系统中的现金太多了。”“在相当长的一段时间内，情况将与过去5年截然不同。 \n我认为在过去的5年里，短期利率交易员经历了一个黄金时代，因为我们在货币市场上发生了太多太多的价差波动。”","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830279296,"gmtCreate":1629078226515,"gmtModify":1676529922341,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575846264530485","authorIdStr":"3575846264530485"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/830279296","repostId":"1152652931","repostType":4,"isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147514946,"gmtCreate":1626363656485,"gmtModify":1703758812039,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575846264530485","authorIdStr":"3575846264530485"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/147514946","repostId":"1182732821","repostType":4,"isVote":1,"tweetType":1,"viewCount":912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142023805,"gmtCreate":1626105169307,"gmtModify":1703753583776,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575846264530485","authorIdStr":"3575846264530485"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/142023805","repostId":"1144018470","repostType":4,"isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922810263,"gmtCreate":1671729486553,"gmtModify":1676538584506,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575846264530485","authorIdStr":"3575846264530485"},"themes":[],"htmlText":"4mrmrmrm","listText":"4mrmrmrm","text":"4mrmrmrm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922810263","isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038683916,"gmtCreate":1646815093102,"gmtModify":1676534165517,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575846264530485","authorIdStr":"3575846264530485"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038683916","repostId":"1135205184","repostType":4,"isVote":1,"tweetType":1,"viewCount":1792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093198064,"gmtCreate":1643545569571,"gmtModify":1676533829965,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575846264530485","authorIdStr":"3575846264530485"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093198064","repostId":"2207780287","repostType":4,"repost":{"id":"2207780287","kind":"highlight","pubTimestamp":1643520899,"share":"https://ttm.financial/m/news/2207780287?lang=en_US&edition=fundamental","pubTime":"2022-01-30 13:34","market":"us","language":"zh","title":"U.S. stocks fell sharply at the beginning of the year, do you want to pick up the flying knife? Wall Street bosses are widely divided","url":"https://stock-news.laohu8.com/highlight/detail?id=2207780287","media":"华尔街见闻","summary":"2022美国市场开局艰难，高估值的科技股和亏损但炙手可热的股票遭受暴击，尽管周五尾盘出现反弹，但今年以来以科技股为主的纳斯达克综合指数已下跌近13%，美国蓝筹股为主的标普500指数下跌7.6%，这是自","content":"<p><html><head></head><body>U.S. markets got off to a rough start to 2022, with highly valued tech stocks and loss-making but hot stocks taking a crit. Despite a late rebound on Friday, the tech-heavy Nasdaq Composite Index has fallen nearly 13% this year. The U.S. blue-chip S&P 500 Index fell 7.6%,<b>It was the worst January performance since 2009.</b></p><p>On Wednesday, the Federal Reserve hinted that it would conduct its first rate hike in March, while Powell pointed out that it would not rule out the possibility of continuous massive rate hike this year. The U.S. stock market has experienced violent turmoil, and investors are struggling to cope with the trend of U.S. interest rates.</p><p><b>At this time, Wall Street bosses are divided on whether to buy on dips or not.</b></p><p>Buying on dips or adding to stocks during a downturn has proven to be a profitable strategy since the start of the pandemic.<b>At that time, monetary and fiscal policies kept interest rates close to zero and pumped large amounts of money into the economy, and markets rebounded higher and faster.</b></p><p><b>But this time is different. The Federal Reserve is preparing to adopt tightening policies to curb high inflation, and investors are seriously divided on the effect of the market rebound.</b></p><p><b>Rob Sharp, the new chief executive of the $1.7 trillion-asset Puxin Group, one of the world's largest fund managers, warned:</b></p><p>In the economic environment we are facing in 2022, we should resist the strategy of buying every pullback. In particular, once accommodative monetary policy reverses, it is harder to predict whether returns will be strong. A $2.2 trillion fund manager<a href=\"https://laohu8.com/S/601099\">Pacific Ocean</a>Founder of investment management company (Pimco),<b>Bill Gross, known as the \"King of Bonds\" in the industry</b>In an interview with the Financial Times:</p><p>The buy-the-dip mentality has been removed from the market. As the Fed tightens policy, investors, especially new investors who have just experienced a bull market, will avoid buying declining stocks in the \"bear market we are starting to see.\"<b>At the same time</b>, HSBC warned investors that there were few signs that Powell would step in to boost falling markets;<a href=\"https://laohu8.com/S/JEF\">Jefferies</a>It said that the more the Fed tightens policy, the faster the market's optimism will fade.</p><p><b>However, there will always be different voices in the market, and there are some people who have captured the pullback/retracement of the market.</b></p><p><b>Bill, founder of Pershing Square Capital Management and \"God of War\" during the epidemic</b><b>·</b><b>Ackerman said this week</b>, at streaming companies<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>His company bought more than 3.1 million shares of Netflix after the stock price plummeted.</p><p>In an announcement released Wednesday, Ackman said:</p><p>Many of our best investments come when other short-term investors sell blue-chip stocks, and the price of blue-chip stocks is particularly attractive when investing in the long term.<b>With $881 billion in assets under management, the world's largest alternative asset manager<a href=\"https://laohu8.com/S/BX\">Blackstone</a>President Jonathan</b><b>·</b><b>Gray</b>Also pointed out earlier this week:</p><p>Market volatility and a more than 40% drop in the average Nasdaq stock price from last year's all-time high are creating opportunities for companies.<b>Sister Mu, the head of Ark Investment, spoke out this week</b>, asset prices are falling, innovative stocks are being sold, and investors can buy at lower prices. Since the beginning of 2022, Sister Wood's flagship fund ARKK has fallen by 27%.</p><p>In addition, analysts noted that this month's sell-off was driven not only by interest rate concerns, but also by fundamentals, as companies with higher valuations appear more volatile.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks fell sharply at the beginning of the year, do you want to pick up the flying knife? Wall Street bosses are widely divided</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks fell sharply at the beginning of the year, do you want to pick up the flying knife? Wall Street bosses are widely divided\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-01-30 13:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>U.S. markets got off to a rough start to 2022, with highly valued tech stocks and loss-making but hot stocks taking a crit. Despite a late rebound on Friday, the tech-heavy Nasdaq Composite Index has fallen nearly 13% this year. The U.S. blue-chip S&P 500 Index fell 7.6%,<b>It was the worst January performance since 2009.</b></p><p>On Wednesday, the Federal Reserve hinted that it would conduct its first rate hike in March, while Powell pointed out that it would not rule out the possibility of continuous massive rate hike this year. The U.S. stock market has experienced violent turmoil, and investors are struggling to cope with the trend of U.S. interest rates.</p><p><b>At this time, Wall Street bosses are divided on whether to buy on dips or not.</b></p><p>Buying on dips or adding to stocks during a downturn has proven to be a profitable strategy since the start of the pandemic.<b>At that time, monetary and fiscal policies kept interest rates close to zero and pumped large amounts of money into the economy, and markets rebounded higher and faster.</b></p><p><b>But this time is different. The Federal Reserve is preparing to adopt tightening policies to curb high inflation, and investors are seriously divided on the effect of the market rebound.</b></p><p><b>Rob Sharp, the new chief executive of the $1.7 trillion-asset Puxin Group, one of the world's largest fund managers, warned:</b></p><p>In the economic environment we are facing in 2022, we should resist the strategy of buying every pullback. In particular, once accommodative monetary policy reverses, it is harder to predict whether returns will be strong. A $2.2 trillion fund manager<a href=\"https://laohu8.com/S/601099\">Pacific Ocean</a>Founder of investment management company (Pimco),<b>Bill Gross, known as the \"King of Bonds\" in the industry</b>In an interview with the Financial Times:</p><p>The buy-the-dip mentality has been removed from the market. As the Fed tightens policy, investors, especially new investors who have just experienced a bull market, will avoid buying declining stocks in the \"bear market we are starting to see.\"<b>At the same time</b>, HSBC warned investors that there were few signs that Powell would step in to boost falling markets;<a href=\"https://laohu8.com/S/JEF\">Jefferies</a>It said that the more the Fed tightens policy, the faster the market's optimism will fade.</p><p><b>However, there will always be different voices in the market, and there are some people who have captured the pullback/retracement of the market.</b></p><p><b>Bill, founder of Pershing Square Capital Management and \"God of War\" during the epidemic</b><b>·</b><b>Ackerman said this week</b>, at streaming companies<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>His company bought more than 3.1 million shares of Netflix after the stock price plummeted.</p><p>In an announcement released Wednesday, Ackman said:</p><p>Many of our best investments come when other short-term investors sell blue-chip stocks, and the price of blue-chip stocks is particularly attractive when investing in the long term.<b>With $881 billion in assets under management, the world's largest alternative asset manager<a href=\"https://laohu8.com/S/BX\">Blackstone</a>President Jonathan</b><b>·</b><b>Gray</b>Also pointed out earlier this week:</p><p>Market volatility and a more than 40% drop in the average Nasdaq stock price from last year's all-time high are creating opportunities for companies.<b>Sister Mu, the head of Ark Investment, spoke out this week</b>, asset prices are falling, innovative stocks are being sold, and investors can buy at lower prices. Since the beginning of 2022, Sister Wood's flagship fund ARKK has fallen by 27%.</p><p>In addition, analysts noted that this month's sell-off was driven not only by interest rate concerns, but also by fundamentals, as companies with higher valuations appear more volatile.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3651035\">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/50f0a252f951b7accc03d40bda92a3b2","relate_stocks":{"BK4527":"明星科技股","TTTN":"老虎中美互联网巨头ETF","BK4534":"瑞士信贷持仓","NDX":"纳斯达克100指数","QNETCN":"纳斯达克中美互联网老虎指数","BK4566":"资本集团","SPY":"标普500ETF","BK4504":"桥水持仓","BK4559":"巴菲特持仓","ARTL":"Artelo Biosciences, Inc.",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BK4108":"电影和娱乐","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","BK4007":"制药","03086":"华夏纳指","BK4551":"寇图资本持仓","NFLX":"奈飞","BK4524":"宅经济概念","BK4532":"文艺复兴科技持仓"},"source_url":"https://wallstreetcn.com/articles/3651035","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2207780287","content_text":"2022美国市场开局艰难，高估值的科技股和亏损但炙手可热的股票遭受暴击，尽管周五尾盘出现反弹，但今年以来以科技股为主的纳斯达克综合指数已下跌近13%，美国蓝筹股为主的标普500指数下跌7.6%，这是自2009年以来最糟糕的一月表现。本周三，美联储暗示，3月份进行首次加息，同时鲍威尔指出不排除在今年内连续大举加息的可能性。美国股市出现剧烈动荡，投资者也在艰难应对美国利率走势。在此之际，要不要逢低买入，华尔街大佬们意见不一。事实证明，自疫情开始以来，逢低买入或在经济低迷时增持股票是一种有利可图的策略。当时货币和财政政策将利率维持在接近于零的水平，并向经济注入大量资金，市场反弹得更高、更快。但这次不同，美联储准备采取紧缩政策抑制高通胀，投资者对于市场反弹的效果产生严重的分歧。全球最大的基金管理公司之一、资产达1.7万亿美元的普信集团新任首席执行官罗布·夏普警告称：在2022年面临的经济环境中，我们应该抵制每次回调都买进的策略。尤其是宽松的货币政策一旦出现逆转，就更难预测回报是否会强劲。规模达2.2万亿美元的基金管理公司太平洋投资管理公司(Pimco)的创始人、被业界称作“债券之王”的比尔·格罗斯在接受英国《金融时报》采访时表示：市场上已经消除了逢低买入的心态。随着美联储收紧政策，投资者，尤其是刚刚经历过牛市的新投资者，将会避免在“我们开始看到的熊市”中买入下跌的股票。与此同时，汇丰银行警告投资者，几乎没有迹象表明鲍威尔会出手提振正在下跌的市场；杰富瑞则表示，美联储越收紧政策，市场的乐观情绪就会越消退越快。然而，市场上总会有不同的声音，有一些人抓住了市场的回撤。潘兴广场资本管理公司创始人、疫情期间“战神”比尔·阿克曼本周表示，在流媒体公司奈飞股价暴跌后，他的公司买入了逾310万股奈飞股票。阿克曼在周三发布的公告中表示：我们的许多最佳投资，都是在其他短线投资者抛售绩优股时出现的，绩优股的价格在长期投资时显得格外诱人。管理8810亿美元资产、全球最大的另类资产管理机构黑石的总裁乔纳森·格雷本周早些时候也指出：市场波动和纳斯达克平均股价从去年的历史高点下跌逾40%，正在为公司创造机会。方舟投资Ark Investment掌门人木头姐本周发声，资产价格正在下跌，创新股正在被卖出，投资者可以以更低的价格买入。自2022年初以来，木头姐的旗舰基金ARKK已累计下跌27%。此外，分析师们指出，本月的抛售不仅是由对利率的担忧驱动的，也是由基本面因素驱动的，因为估值较高的公司显得更加不稳定。","news_type":1,"symbols_score_info":{"ZFmain":0.9,"NQmain":0.77,"ZBmain":0.9,"TTTN":0.86,"UBmain":0.9,".DJI":0.6,"NFLX":0.6,"SPY":0.6,".IXIC":0.6,"QNETCN":0.69,"TNmain":0.9,"03086":0.9,"ARTL":0.69,"NDX":0.69,"ZNmain":0.9,"ZTmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887299933,"gmtCreate":1632038552522,"gmtModify":1676530691264,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575846264530485","authorIdStr":"3575846264530485"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/887299933","repostId":"1194076700","repostType":4,"isVote":1,"tweetType":1,"viewCount":2429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143019032,"gmtCreate":1625752233326,"gmtModify":1703747835905,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575846264530485","authorIdStr":"3575846264530485"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/143019032","repostId":"2149475793","repostType":4,"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925152596,"gmtCreate":1671969486316,"gmtModify":1676538616172,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575846264530485","authorIdStr":"3575846264530485"},"themes":[],"htmlText":"J4jtjtj","listText":"J4jtjtj","text":"J4jtjtj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925152596","isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095615202,"gmtCreate":1644894683253,"gmtModify":1676533973130,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575846264530485","authorIdStr":"3575846264530485"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095615202","repostId":"1118966088","repostType":4,"repost":{"id":"1118966088","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":1644881462,"share":"https://ttm.financial/m/news/1118966088?lang=en_US&edition=fundamental","pubTime":"2022-02-15 07:31","market":"sh","language":"zh","title":"Last night and this morning | 13F reports are released one after another! What did top institutions buy in Q4?","url":"https://stock-news.laohu8.com/highlight/detail?id=1118966088","media":"老虎资讯综合","summary":"摘要：美股主要指数连跌三日；疫苗股、中概教育股普跌；Sea盘中一度重挫近20%，创上市以来最大跌幅；美油与布伦特原油均创7年新高；伯克希尔、桥水、高瓴等多家全球顶级机构四季度持仓出炉>>>海外市场美股","content":"<p><html><head></head><body><b>Summary:</b>Major U.S. stock indexes fell for three consecutive days; Vaccine stocks and Chinese concept education stocks generally fell; Sea once fell nearly 20% in intraday trading, the biggest drop since its listing; U.S. oil and Brent crude oil both hit seven-year highs;<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>, Bridgewater, Hillhouse and other top global institutions released their positions in the fourth quarter > > ><b>Overseas Market</b></p><p><b>U.S. stocks close: Three major indexes fell for three consecutive days, vaccine stocks generally fell</b></p><p>Investors are paying close attention to Russia-Ukraine tensions and bracing for possible Federal Reserve action in response to soaring inflation. St. Louis Fed President Bullard said the central bank needs to be more aggressive in fighting inflation. As of the close, the Dow Jones index fell 0.49% to 34,566.17 points; The S&P 500 fell 0.38% to 4,401.67 points; The Nasdaq closed almost flat (down 0.24) at 13,790.92.</p><p>Vaccine stocks broadly fell as data showed the Omicron outbreak was receding and U.S. health regulators said on Friday that they would delay the approval of COVID-19 vaccine for children under 5 years old. As of the close,<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>Shares fell nearly 12%, making them the worst performing stock in the S&P 500,<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>Down 1.93%,<a href=\"https://laohu8.com/S/BNTX\">BioNTech</a>Down 9.61%,<a href=\"https://laohu8.com/S/NVAX\">Novavax</a>It fell 11.42%.</p><p><b>Most popular Chinese concept stocks fell, with education stocks leading the decline</b></p><p><a href=\"https://laohu8.com/S/DIDI\">Didi</a>Up 7.27%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Up 0.64%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up 0.09%, Weibo fell 1.28%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Down 1.40%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Down 2.31%,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Down 7.66%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Down 3.72%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Down 3.29%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Down 1.06%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Down 0.27%,<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Down 1.99%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Down 3.03%.</p><p><b>Russia-Ukraine tensions push up oil prices, with U.S. oil and Brent crude oil both hitting 7-year highs</b></p><p>Crude oil futures were higher on Monday and recorded their highest close in more than seven years. Traders are paying close attention to the development of the situation between Russia and Ukraine, fearing that it may disrupt the already tense global crude oil market. The price of West Texas Intermediate crude oil (WTI) futures for March delivery on the New York Mercantile Exchange rose $2.36, or 2.5%, to close at $95.46 a barrel, the highest closing price since September 3, 2014.</p><p><b>Gold futures close 1.5% higher, highest close in 3 months</b></p><p>Gold futures closed at their highest price in nearly three months on Monday. The tension between Russia and Ukraine has boosted the demand for safe-haven investments in gold. Gold futures for April delivery on the New York Mercantile Exchange rose $27.30, or 1.5%, to close at $1,869.40 an ounce, the highest closing price since November 17.</p><p><b>European stocks closed lower across the board, with major stock indexes all falling more than 2%</b></p><p>The situation in Ukraine was tense, market risk aversion increased, and European stocks closed down across the board. Germany's DAX30 index fell 2.03%, France's CAC40 index fell 2.27%,<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 1.72%, Spain's IBEX35 index fell 2.53%, Italy's FTSE MIB index fell 2.07%, and Europe's Stoxx 50 index fell 2.14%.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2211739502\" target=\"_blank\"><b>How to maintain the Fed's credibility in anti-inflation? Hawkish policymakers advocate pre-rate hike</b></a><b></b></p><p>St. Louis Federal Reserve Bank President james bullard said the central bank needs to move forward with the rate hike plan to highlight its credibility in fighting inflation. Bullard reiterated his view that in response to the worst inflation in 40 years, the Fed should rate hike 100 basis points by July 1 and begin shrinking its balance sheet in the second quarter.</p><p><a href=\"https://laohu8.com/NW/2211739502\" target=\"_blank\"><b>U.S. consumer short-term inflation expectations unexpectedly fall for first time in more than a year</b></a><b></b></p><p>Consumer one-year inflation expectations fell for the first time since October 2020, from 6.0% in December to 5.8% in January, according to the New York Fed's monthly survey of consumer expectations. Three-year inflation expectations fell to 3.5% in January from 4.0% in December, the biggest monthly drop since the survey was launched in 2013.</p><p><a href=\"https://laohu8.com/NW/2211501832\" target=\"_blank\"><b>OPEC Secretary-General: Low investment levels and geopolitical risks are pushing up oil prices</b></a><b></b></p><p>The Secretary-General of OPEC said that insufficient levels of large-scale investment and geopolitical risks are behind the current rise in oil prices. Regarding the recent escalating conflict between Russia and Ukraine, he expressed optimism about the prospect of resolving the Ukrainian crisis through diplomatic channels.</p><p><a href=\"https://laohu8.com/NW/2211739502\" target=\"_blank\"><b>Russia and Ukraine play an important role in global raw material supply. What will conflict mean?</b></a><b></b></p><p>The United States has already warned that Russia could attack its neighbour as early as this week, although Moscow has repeatedly denied it plans an invasion. Markets have been on edge for weeks, and if there is a conflict-or sanctions on Russia-it could push energy and food prices further higher and plunge Europe into a severe supply crisis.</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/1186191515\" target=\"_blank\"><b>Berkshire opens a position in Q4 to go long Activision Blizzard, Apple remains the number one holding</b></a><b></b></p><p>The 13F position report submitted by Buffett's Berkshire Hathaway to the U.S. Securities and Exchange Commission (SEC) on Monday showed that the company opened a long position in Activision Blizzard in the fourth quarter of last year, holding 14.7 million shares, with a stock market value of 975.2 million US dollars, accounting for 1.88% of Activision Blizzard's outstanding shares.</p><p><a href=\"https://laohu8.com/NW/1159400919\" target=\"_blank\"><b>Hillhouse partially increased its investment in new energy in the fourth quarter, and Li Auto ranked among the top ten holdings for the first time</b></a><b></b></p><p>In the fourth quarter, Hillhouse's ideals and<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Positions increased four times and more than three times respectively, and Southeast Asia's \"small<a href=\"https://laohu8.com/S/00700\">Tencent</a>\"Sea has also entered Hillhouse's top ten holdings,<a href=\"https://laohu8.com/S/BGNE\">BeiGene</a>And<a href=\"https://laohu8.com/S/IMAB\">Heavenly creatures</a>Still among the top ten holdings. Hillhouse cleared Alibaba and Bilibili in the quarter, significantly reducing its holdings in Pinduoduo by more than 90%.</p><p><a href=\"https://laohu8.com/NW/1171843573\" target=\"_blank\"><b>Bridgewater's Q4 positions: Significantly increased its holdings of the three Chinese e-commerce giants, cleared Amazon and Netflix</b></a><b></b></p><p>Bridgewater Fund, a subsidiary of well-known investor Ray Dalio, submitted its U.S. stock positions as of the end of the fourth quarter to the U.S. SEC (Form 13F). Documents show that Bridgewater Fund's overall holdings in Q4 reached US $17.202 billion, a decrease of 5.81% from the previous quarter, and the concentration ratio of the top ten holdings was 35.59%.</p><p><a href=\"https://laohu8.com/NW/1128166718\" target=\"_blank\"><b>Renaissance Technology Q4 Holdings: Significantly Increase Roblox Holdings, Clearance AMD</b></a><b></b></p><p>Renaissance Technology Fund, a subsidiary of well-known investor James Simmons, recently submitted its U.S. stock positions as of the end of the fourth quarter of last year (Form 13F) to the U.S. SEC. The market value of this fund with the theme of technology growth rose slightly to US $80.38 billion at the end of the fourth quarter of last year, a slight increase from the previous quarter's scale of US $77.4 billion.</p><p><a href=\"https://laohu8.com/NW/2211501757\" target=\"_blank\"><b>\"Southeast Asia Little Tencent\" Sea once plunged nearly 20% during the session, the largest drop since its listing</b></a><b></b></p><p>This is Sea's second single-day drop this year. On January 4 this year, Tencent announced that it would reduce its stake in Sea from 21.3% to 18.7%, and its voting rights are expected to drop to less than 10%. On that day, Sea fell by more than 11% intraday, hitting a nine-month low. However, this Monday's sharp drop in Sea should have nothing to do with Tencent, the major shareholder. Tencent has not reduced its holdings in Sea recently. On the contrary, the App of Sea's popular mobile game, the battle royale shooting game Free Fire, has just been banned by the Indian government.</p><p><a href=\"https://laohu8.com/NW/1126159791\" target=\"_blank\"><b>Intel accelerates its layout in the automotive field and launches self-driving electric shuttle bus in the United States in 2024</b></a><b></b></p><p>Intel's autonomous driving unit<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>It announced that it will carry out strategic cooperation with German Benteler electric vehicle systems company and autonomous driving solution provider Beep, and plans to launch autonomous driving electric shuttle buses in the United States in 2024.</p><p><a href=\"https://laohu8.com/NW/2211504402\" target=\"_blank\"><b>Apple was fined by Dutch antitrust agency to 20 million euros</b></a><b></b></p><p>Apple's fine against the Dutch antitrust case has now risen to 20 million euros, because Apple App Store still fails to liberalize the third-party payment system for Dutch dating software as required. The Dutch Consumer and Market Authority (ACM) imposed a fine of 5 million euros (about 5.7 million US dollars) on Apple for the fourth time on Monday.</p><p><a href=\"https://laohu8.com/NW/2211506776\" target=\"_blank\"><b>AMD Announces Completion of All-Stock Transaction Acquisition of Xilinx</b></a><b></b></p><p>AMD's official website issued a statement on February 14 saying that AMD completed its all-stock acquisition of Xilinx today. Former Xilinx CEO Victor Peng will join AMD as president of the newly formed Adaptive and Embedded Computing Group (AECG). AMD expects the acquisition to have an impact on non-GAAP margins, non-GAAP earnings per share and free cash flow in the first year.</p><p><a href=\"https://laohu8.com/NW/2211250039\" target=\"_blank\"><b>Sources say Intel may acquire Israel's Tower Semiconductor for US $6 billion</b></a><b></b></p><p>According to people familiar with the matter, U.S. chip giant Intel is close to reaching a deal to acquire Israeli chip maker Tower Semiconductor for about $6 billion (<a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>Semiconductor).</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | 13F reports are released one after another! What did top institutions buy in Q4?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | 13F reports are released one after another! What did top institutions buy in Q4?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-02-15 07:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary:</b>Major U.S. stock indexes fell for three consecutive days; Vaccine stocks and Chinese concept education stocks generally fell; Sea once fell nearly 20% in intraday trading, the biggest drop since its listing; U.S. oil and Brent crude oil both hit seven-year highs;<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>, Bridgewater, Hillhouse and other top global institutions released their positions in the fourth quarter > > ><b>Overseas Market</b></p><p><b>U.S. stocks close: Three major indexes fell for three consecutive days, vaccine stocks generally fell</b></p><p>Investors are paying close attention to Russia-Ukraine tensions and bracing for possible Federal Reserve action in response to soaring inflation. St. Louis Fed President Bullard said the central bank needs to be more aggressive in fighting inflation. As of the close, the Dow Jones index fell 0.49% to 34,566.17 points; The S&P 500 fell 0.38% to 4,401.67 points; The Nasdaq closed almost flat (down 0.24) at 13,790.92.</p><p>Vaccine stocks broadly fell as data showed the Omicron outbreak was receding and U.S. health regulators said on Friday that they would delay the approval of COVID-19 vaccine for children under 5 years old. As of the close,<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>Shares fell nearly 12%, making them the worst performing stock in the S&P 500,<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>Down 1.93%,<a href=\"https://laohu8.com/S/BNTX\">BioNTech</a>Down 9.61%,<a href=\"https://laohu8.com/S/NVAX\">Novavax</a>It fell 11.42%.</p><p><b>Most popular Chinese concept stocks fell, with education stocks leading the decline</b></p><p><a href=\"https://laohu8.com/S/DIDI\">Didi</a>Up 7.27%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Up 0.64%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up 0.09%, Weibo fell 1.28%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Down 1.40%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Down 2.31%,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Down 7.66%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Down 3.72%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Down 3.29%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Down 1.06%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Down 0.27%,<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Down 1.99%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Down 3.03%.</p><p><b>Russia-Ukraine tensions push up oil prices, with U.S. oil and Brent crude oil both hitting 7-year highs</b></p><p>Crude oil futures were higher on Monday and recorded their highest close in more than seven years. Traders are paying close attention to the development of the situation between Russia and Ukraine, fearing that it may disrupt the already tense global crude oil market. The price of West Texas Intermediate crude oil (WTI) futures for March delivery on the New York Mercantile Exchange rose $2.36, or 2.5%, to close at $95.46 a barrel, the highest closing price since September 3, 2014.</p><p><b>Gold futures close 1.5% higher, highest close in 3 months</b></p><p>Gold futures closed at their highest price in nearly three months on Monday. The tension between Russia and Ukraine has boosted the demand for safe-haven investments in gold. Gold futures for April delivery on the New York Mercantile Exchange rose $27.30, or 1.5%, to close at $1,869.40 an ounce, the highest closing price since November 17.</p><p><b>European stocks closed lower across the board, with major stock indexes all falling more than 2%</b></p><p>The situation in Ukraine was tense, market risk aversion increased, and European stocks closed down across the board. Germany's DAX30 index fell 2.03%, France's CAC40 index fell 2.27%,<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 1.72%, Spain's IBEX35 index fell 2.53%, Italy's FTSE MIB index fell 2.07%, and Europe's Stoxx 50 index fell 2.14%.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2211739502\" target=\"_blank\"><b>How to maintain the Fed's credibility in anti-inflation? Hawkish policymakers advocate pre-rate hike</b></a><b></b></p><p>St. Louis Federal Reserve Bank President james bullard said the central bank needs to move forward with the rate hike plan to highlight its credibility in fighting inflation. Bullard reiterated his view that in response to the worst inflation in 40 years, the Fed should rate hike 100 basis points by July 1 and begin shrinking its balance sheet in the second quarter.</p><p><a href=\"https://laohu8.com/NW/2211739502\" target=\"_blank\"><b>U.S. consumer short-term inflation expectations unexpectedly fall for first time in more than a year</b></a><b></b></p><p>Consumer one-year inflation expectations fell for the first time since October 2020, from 6.0% in December to 5.8% in January, according to the New York Fed's monthly survey of consumer expectations. Three-year inflation expectations fell to 3.5% in January from 4.0% in December, the biggest monthly drop since the survey was launched in 2013.</p><p><a href=\"https://laohu8.com/NW/2211501832\" target=\"_blank\"><b>OPEC Secretary-General: Low investment levels and geopolitical risks are pushing up oil prices</b></a><b></b></p><p>The Secretary-General of OPEC said that insufficient levels of large-scale investment and geopolitical risks are behind the current rise in oil prices. Regarding the recent escalating conflict between Russia and Ukraine, he expressed optimism about the prospect of resolving the Ukrainian crisis through diplomatic channels.</p><p><a href=\"https://laohu8.com/NW/2211739502\" target=\"_blank\"><b>Russia and Ukraine play an important role in global raw material supply. What will conflict mean?</b></a><b></b></p><p>The United States has already warned that Russia could attack its neighbour as early as this week, although Moscow has repeatedly denied it plans an invasion. Markets have been on edge for weeks, and if there is a conflict-or sanctions on Russia-it could push energy and food prices further higher and plunge Europe into a severe supply crisis.</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/1186191515\" target=\"_blank\"><b>Berkshire opens a position in Q4 to go long Activision Blizzard, Apple remains the number one holding</b></a><b></b></p><p>The 13F position report submitted by Buffett's Berkshire Hathaway to the U.S. Securities and Exchange Commission (SEC) on Monday showed that the company opened a long position in Activision Blizzard in the fourth quarter of last year, holding 14.7 million shares, with a stock market value of 975.2 million US dollars, accounting for 1.88% of Activision Blizzard's outstanding shares.</p><p><a href=\"https://laohu8.com/NW/1159400919\" target=\"_blank\"><b>Hillhouse partially increased its investment in new energy in the fourth quarter, and Li Auto ranked among the top ten holdings for the first time</b></a><b></b></p><p>In the fourth quarter, Hillhouse's ideals and<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Positions increased four times and more than three times respectively, and Southeast Asia's \"small<a href=\"https://laohu8.com/S/00700\">Tencent</a>\"Sea has also entered Hillhouse's top ten holdings,<a href=\"https://laohu8.com/S/BGNE\">BeiGene</a>And<a href=\"https://laohu8.com/S/IMAB\">Heavenly creatures</a>Still among the top ten holdings. Hillhouse cleared Alibaba and Bilibili in the quarter, significantly reducing its holdings in Pinduoduo by more than 90%.</p><p><a href=\"https://laohu8.com/NW/1171843573\" target=\"_blank\"><b>Bridgewater's Q4 positions: Significantly increased its holdings of the three Chinese e-commerce giants, cleared Amazon and Netflix</b></a><b></b></p><p>Bridgewater Fund, a subsidiary of well-known investor Ray Dalio, submitted its U.S. stock positions as of the end of the fourth quarter to the U.S. SEC (Form 13F). Documents show that Bridgewater Fund's overall holdings in Q4 reached US $17.202 billion, a decrease of 5.81% from the previous quarter, and the concentration ratio of the top ten holdings was 35.59%.</p><p><a href=\"https://laohu8.com/NW/1128166718\" target=\"_blank\"><b>Renaissance Technology Q4 Holdings: Significantly Increase Roblox Holdings, Clearance AMD</b></a><b></b></p><p>Renaissance Technology Fund, a subsidiary of well-known investor James Simmons, recently submitted its U.S. stock positions as of the end of the fourth quarter of last year (Form 13F) to the U.S. SEC. The market value of this fund with the theme of technology growth rose slightly to US $80.38 billion at the end of the fourth quarter of last year, a slight increase from the previous quarter's scale of US $77.4 billion.</p><p><a href=\"https://laohu8.com/NW/2211501757\" target=\"_blank\"><b>\"Southeast Asia Little Tencent\" Sea once plunged nearly 20% during the session, the largest drop since its listing</b></a><b></b></p><p>This is Sea's second single-day drop this year. On January 4 this year, Tencent announced that it would reduce its stake in Sea from 21.3% to 18.7%, and its voting rights are expected to drop to less than 10%. On that day, Sea fell by more than 11% intraday, hitting a nine-month low. However, this Monday's sharp drop in Sea should have nothing to do with Tencent, the major shareholder. Tencent has not reduced its holdings in Sea recently. On the contrary, the App of Sea's popular mobile game, the battle royale shooting game Free Fire, has just been banned by the Indian government.</p><p><a href=\"https://laohu8.com/NW/1126159791\" target=\"_blank\"><b>Intel accelerates its layout in the automotive field and launches self-driving electric shuttle bus in the United States in 2024</b></a><b></b></p><p>Intel's autonomous driving unit<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>It announced that it will carry out strategic cooperation with German Benteler electric vehicle systems company and autonomous driving solution provider Beep, and plans to launch autonomous driving electric shuttle buses in the United States in 2024.</p><p><a href=\"https://laohu8.com/NW/2211504402\" target=\"_blank\"><b>Apple was fined by Dutch antitrust agency to 20 million euros</b></a><b></b></p><p>Apple's fine against the Dutch antitrust case has now risen to 20 million euros, because Apple App Store still fails to liberalize the third-party payment system for Dutch dating software as required. The Dutch Consumer and Market Authority (ACM) imposed a fine of 5 million euros (about 5.7 million US dollars) on Apple for the fourth time on Monday.</p><p><a href=\"https://laohu8.com/NW/2211506776\" target=\"_blank\"><b>AMD Announces Completion of All-Stock Transaction Acquisition of Xilinx</b></a><b></b></p><p>AMD's official website issued a statement on February 14 saying that AMD completed its all-stock acquisition of Xilinx today. Former Xilinx CEO Victor Peng will join AMD as president of the newly formed Adaptive and Embedded Computing Group (AECG). AMD expects the acquisition to have an impact on non-GAAP margins, non-GAAP earnings per share and free cash flow in the first year.</p><p><a href=\"https://laohu8.com/NW/2211250039\" target=\"_blank\"><b>Sources say Intel may acquire Israel's Tower Semiconductor for US $6 billion</b></a><b></b></p><p>According to people familiar with the matter, U.S. chip giant Intel is close to reaching a deal to acquire Israeli chip maker Tower Semiconductor for about $6 billion (<a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>Semiconductor).</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","MRNA":"Moderna, Inc.",".SPX":"S&P 500 Index","NVAX":"诺瓦瓦克斯医药","BNTX":"BioNTech SE"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118966088","content_text":"摘要：美股主要指数连跌三日；疫苗股、中概教育股普跌；Sea盘中一度重挫近20%，创上市以来最大跌幅；美油与布伦特原油均创7年新高；伯克希尔、桥水、高瓴等多家全球顶级机构四季度持仓出炉>>>海外市场美股收盘：三大指数连跌三日，疫苗股普跌投资者密切关注俄乌紧张局势，并准备应对美联储为应对通胀飙升可能采取的行动。圣路易斯联储主席布拉德称央行需要更积极地对抗通胀。截至收盘，道琼斯指数跌0.49%，报34,566.17点；标普500指数跌0.38%，报4,401.67 点；纳斯达克指数几乎平收（跌0.24点），报13,790.92点。疫苗股普跌，数据显示Omicron疫情正在消退，且上周五美国卫生监管机构表示将推迟为5岁以下儿童批准新冠疫苗。截止收盘，Moderna股价下跌近12%，成为标普500指数中表现最差的股票，辉瑞下跌1.93%，BioNTech下跌9.61%，诺瓦瓦克斯下跌11.42%。热门中概股多数下跌，教育股跌幅居前滴滴涨7.27%，京东涨0.64%，百度涨0.09%，微博跌1.28%，拼多多跌1.40%，哔哩哔哩跌2.31%，高途跌7.66%，好未来跌3.72%，新东方跌3.29%，网易跌1.06%，阿里巴巴跌0.27%，腾讯音乐跌1.99%，爱奇艺跌3.03%。俄乌紧张局势推高油价，美油与布伦特原油均创7年新高原油期货周一走高，并创下7年多以来的最高收盘价。交易员密切关注俄乌局势的发展，担心它可能会扰乱已经紧张的全球原油市场。纽约商品交易所3月交割的西德州中质原油（WTI）期货价格上涨2.36美元，涨幅2.5%，收于每桶95.46美元，创2014年9月3日以来的最高收盘价。黄金期货收高1.5%，创3个月来最高收盘价黄金期货周一创近3个月来的最高收盘价。俄乌关系紧张化提振了对黄金的避险投资需求。纽约商品交易所4月交割的黄金期货价格上涨27.30美元，涨幅1.5%，收于每盎司1869.40美元，创11月17日以来的最高收盘价。欧股全线收跌，主要股指均跌逾2%乌克兰局势紧张，市场避险情绪升温，欧股全线收跌。德国DAX30指数跌2.03%，法国CAC40指数跌2.27%，英国富时100指数跌1.72%，西班牙IBEX35指数跌2.53%，意大利富时MIB指数跌2.07%，欧洲斯托克50指数跌2.14%。国际宏观如何保住美联储抗通胀公信力？鹰派决策者主张前置加息圣路易斯联邦储备银行行长詹姆斯·布拉德称，央行需要推进加息计划来凸显其对抗通胀的公信力。布拉德重申了他的观点，即为应对40年来最严重的通胀美联储应该在7月1日之前加息100个基点，并在第二季开始缩减资产负债表。美国消费者短期通胀预期意外下降，为逾一年来首次据纽约联储对消费者预期的月度调查，消费者一年期通胀预期自2020年10月以来首次下降，从12月的6.0%降至1月的5.8%。三年期通胀预期从12月的4.0%降至1月的3.5%，是自2013年开展调查以来的最大月度降幅。OPEC秘书长：投资水平偏低和地缘政治风险正在推高油价OPEC秘书长表示大规模投资水平不足和地缘政治风险是当前油价走高的幕后推手，对于近期不断升级的俄乌冲突，他表示对通过外交途径化解乌克兰危机的前景感到乐观。俄罗斯、乌克兰在全球原材料供应中举足轻重，爆发冲突将意味着什么美国已经警告称，俄罗斯可能会最早在本周攻击其邻国，尽管莫斯科一再否认其计划入侵。市场几周来一直处于紧张状态，如果真的发生冲突--或是对俄罗斯制裁--可能会推动能源和食品价格进一步走高，并令欧洲陷入严重的供应危机。公司新闻伯克希尔Q4建仓做多动视暴雪，苹果仍为头号重仓股巴菲特旗下伯克希尔哈撒韦公司周一向美国证监会（SEC）提交的13F持仓报告显示，该公司去年四季度四季度建仓做多动视暴雪，持股1470万，持股市值9.752亿美元，在动视暴雪流通股中占比1.88%。高瓴四季度部分加码新能源，理想汽车首次跻身十大持仓四季度，高瓴的理想和小鹏汽车持仓分别增长四倍和三倍多，东南亚 \" 小腾讯\" Sea也进入高瓴的十大重仓股之列，百济神州和天境生物仍属前十重仓股。高瓴当季清仓阿里和B站，大幅减持拼多多逾90%。桥水Q4持仓：大幅增持中概电商三巨头，清仓亚马逊和奈飞知名投资人瑞·达利欧旗下桥水基金向美国SEC提交了截至四季度末的美股持仓情况（13F表）。文件显示，桥水基金Q4整体持仓规模达到172.02亿美元，较上季度减少5.81%，十大重仓股集中度为35.59%。文艺复兴科技Q4持仓：大幅增持Roblox，清仓AMD知名投资人詹姆斯·西蒙斯旗下文艺复兴科技基金近期向美国SEC提交了截至去年四季度末的美股持仓情况（13F表）。这家以科技成长作为主题的基金，去年四季度末持仓市值小幅走高至803.8亿美元，较前一季度的规模774亿美元小幅提升。“东南亚小腾讯”Sea盘中一度重挫近20%，创上市以来最大跌幅这是Sea今年再度单日大跌，今年1月4日，腾讯宣布要将所持的Sea股权从21.3%减少至18.7%，投票权预计降至不足10%，当天Sea盘中跌超11%，创九个月新低。不过，本周一的Sea大跌应该和腾讯这个大股东无关，腾讯最近没有再减持Sea的动作。倒是Sea旗下高人气的手机游戏——大逃杀射击游戏Free Fire的App刚刚传出被印度政府封禁的消息。英特尔加快汽车领域布局，2024年在美推出自动驾驶电动班车英特尔旗下自动驾驶部门Mobileye宣布，将与德国Benteler电动车系统公司、自动驾驶方案提供商Beep开展战略合作，计划2024年在美国推出自动驾驶电动班车。苹果遭荷兰反垄断机构罚款累计升至2000万欧元苹果对荷兰反垄断案罚款目前已累计升至2000万欧元，因苹果应用商店依旧未按照要求对荷兰的约会软件放开第三方支付系统，荷兰消费者和市场管理局（ACM）周一对苹果公司第四次处以500万欧元（约570万美元）的罚款。AMD宣布完成对赛灵思的全股票交易收购AMD官网2月14日发布声明称，AMD今天完成对赛灵思的全股票交易收购。赛灵思前首席执行官Victor Peng将加入AMD，担任新成立的自适应和嵌入式计算集团（AECG）总裁。AMD预计此次收购将在第一年对非GAAP利润率、非GAAP每股收益和自由现金流产生影响。消息称英特尔或以60亿美元收购以色列高塔半导体据知情人士称，美国芯片巨头英特尔正接近达成交易，以大约60亿美元的价格收购以色列芯片厂商高塔半导体（Tower Semiconductor）。","news_type":1,"symbols_score_info":{"BNTX":0.9,"MRNA":0.9,".IXIC":0.9,".DJI":0.9,"NVAX":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099076384,"gmtCreate":1643285015670,"gmtModify":1676533796227,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575846264530485","authorIdStr":"3575846264530485"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099076384","repostId":"1109896255","repostType":4,"isVote":1,"tweetType":1,"viewCount":1000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004396414,"gmtCreate":1642499349247,"gmtModify":1676533715809,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575846264530485","authorIdStr":"3575846264530485"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004396414","repostId":"1145796847","repostType":4,"repost":{"id":"1145796847","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1642462760,"share":"https://ttm.financial/m/news/1145796847?lang=en_US&edition=fundamental","pubTime":"2022-01-18 07:39","market":"us","language":"zh","title":"The biggest risk outside the Fed: U.S. stock earnings season is a bit \"difficult\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1145796847","media":"Wind万得","summary":"在2021年的后端，增长可能有点慢，所以收益可能会比原来增速放缓。","content":"<p><html><head></head><body>As earnings season gets underway, investors will shift their focus from monetary policy to looking for signs of easing pressure on corporate profits and other corporate metrics, after economic uncertainty and concerns surrounding the pace of the Fed's rate hike put a lot of pressure on markets at the start of the new year.</p><p>Tech stocks have taken a hit over the past week, and on the surface, market sentiment isn't that bad. The Nasdaq Composite fell 0.3%, better than the Dow Jones Industrial Average's 0.9% decline and matching the S&P 500's 0.3% decline.</p><p>However, the sell-off of the most expensive speculative stocks continues.<a href=\"https://laohu8.com/S/EEME\">iShares</a>The Tech-Software ETF fell 1.6% in the past week, and Peloton Interactive, an interactive fitness platform that surged in the early stage of the epidemic, fell 12%, losing its position in the Nasdaq 100 index.</p><p>Now, investors know what to blame for the declines in these tech stocks. With inflation soaring, the Federal Reserve is already preparing for a massive monetary policy shift. According to the CME FedWatch tool, the fed funds futures market expects an 86% probability of a rate hike at the March meeting and at least two, if not three, rate hike for the rest of the year. That's bad news for speculative growth stocks, which have been hit hardest by rising interest rates.</p><p>However, if interest rate expectations have peaked for now, that could mean tech stocks will look attractive again, if only before investors are forced to readjust to tougher monetary policy. Nordea strategist Sebastien Galy wrote: \"What we are likely to see is an increase in bottom-hunting activity in tech stocks in the coming days, as the path of interest rates in the coming weeks is unlikely to increase any more. The recent sharp drop is only a sign of what will happen to tech stocks in a year.\"</p><p>It's been a long process and now investors have earnings season to distract them ahead of the Fed's next interest rate decision. However, the start of this earnings season is not ideal:<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It fell more than 6% on Friday, although the company had previously said that its earnings forecast had improved after higher fees, suggesting that perhaps too much good news has been factored into the share price.</p><p>In addition, data released last Friday showed that U.S. retail sales fell by 1.9% in December, below the forecast of a 0.1% decline. This may not have exceeded investor expectations, with a temporary decline caused by the Omicron variant and early holiday shopping. But it also suggests that fundamentals have softened in the fourth quarter, which could have an impact on earnings.</p><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>\"At the back end of 2021, growth may be a little slower, so earnings may be slower than they were,\" said Tracie McMillion, head of global asset allocation at the Investment Institute.</p><p>Investors had better hope that corporate earnings stay. Tim Hayes, chief global investment strategist at Ned Davis Research, wrote:<b>While the threat of a Fed rate hike and the accompanying rise in bond yields may be a concern, a disappointing earnings season could be a bigger problem for global stocks</b>。 \"Broadly disappointing earnings could lead to a degree of broadening of downside breadth and persistence of a sell order that was not triggered by rising bond yields,\" he explained.</p><p>Amanda Agati, chief investment officer of PNC, said that in what is usually a key fourth-quarter performance<a href=\"https://laohu8.com/S/838275\">Driving force</a>Of the energy and industrial sectors, underlying fundamentals may lack the strength to drive the market this earnings season.</p><p>She said: \"Investors need to start setting their expectations a little lower. Not necessarily bearish, but we do think that not only in the future earnings season, but moderate growth on the economic front will be a dominant theme.\"</p><p>Omar Aguilar, chief executive officer and chief information officer of Schwab Asset Management, said the coming quarters are likely to be a better reflection of Omicron's losses to corporate earnings than the fourth quarter numbers. However, he also pointed out: \"We will have a very solid earnings season. Earnings are expected to remain very strong, but growth will continue to decelerate. The company continues to generate free cash flow and generate business, but we will hear a lot about supply chain disruptions, and the cost-raising narrative.\"</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The biggest risk outside the Fed: U.S. stock earnings season is a bit \"difficult\"</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 biggest risk outside the Fed: U.S. stock earnings season is a bit \"difficult\"\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2022-01-18 07:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>As earnings season gets underway, investors will shift their focus from monetary policy to looking for signs of easing pressure on corporate profits and other corporate metrics, after economic uncertainty and concerns surrounding the pace of the Fed's rate hike put a lot of pressure on markets at the start of the new year.</p><p>Tech stocks have taken a hit over the past week, and on the surface, market sentiment isn't that bad. The Nasdaq Composite fell 0.3%, better than the Dow Jones Industrial Average's 0.9% decline and matching the S&P 500's 0.3% decline.</p><p>However, the sell-off of the most expensive speculative stocks continues.<a href=\"https://laohu8.com/S/EEME\">iShares</a>The Tech-Software ETF fell 1.6% in the past week, and Peloton Interactive, an interactive fitness platform that surged in the early stage of the epidemic, fell 12%, losing its position in the Nasdaq 100 index.</p><p>Now, investors know what to blame for the declines in these tech stocks. With inflation soaring, the Federal Reserve is already preparing for a massive monetary policy shift. According to the CME FedWatch tool, the fed funds futures market expects an 86% probability of a rate hike at the March meeting and at least two, if not three, rate hike for the rest of the year. That's bad news for speculative growth stocks, which have been hit hardest by rising interest rates.</p><p>However, if interest rate expectations have peaked for now, that could mean tech stocks will look attractive again, if only before investors are forced to readjust to tougher monetary policy. Nordea strategist Sebastien Galy wrote: \"What we are likely to see is an increase in bottom-hunting activity in tech stocks in the coming days, as the path of interest rates in the coming weeks is unlikely to increase any more. The recent sharp drop is only a sign of what will happen to tech stocks in a year.\"</p><p>It's been a long process and now investors have earnings season to distract them ahead of the Fed's next interest rate decision. However, the start of this earnings season is not ideal:<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>It fell more than 6% on Friday, although the company had previously said that its earnings forecast had improved after higher fees, suggesting that perhaps too much good news has been factored into the share price.</p><p>In addition, data released last Friday showed that U.S. retail sales fell by 1.9% in December, below the forecast of a 0.1% decline. This may not have exceeded investor expectations, with a temporary decline caused by the Omicron variant and early holiday shopping. But it also suggests that fundamentals have softened in the fourth quarter, which could have an impact on earnings.</p><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>\"At the back end of 2021, growth may be a little slower, so earnings may be slower than they were,\" said Tracie McMillion, head of global asset allocation at the Investment Institute.</p><p>Investors had better hope that corporate earnings stay. Tim Hayes, chief global investment strategist at Ned Davis Research, wrote:<b>While the threat of a Fed rate hike and the accompanying rise in bond yields may be a concern, a disappointing earnings season could be a bigger problem for global stocks</b>。 \"Broadly disappointing earnings could lead to a degree of broadening of downside breadth and persistence of a sell order that was not triggered by rising bond yields,\" he explained.</p><p>Amanda Agati, chief investment officer of PNC, said that in what is usually a key fourth-quarter performance<a href=\"https://laohu8.com/S/838275\">Driving force</a>Of the energy and industrial sectors, underlying fundamentals may lack the strength to drive the market this earnings season.</p><p>She said: \"Investors need to start setting their expectations a little lower. Not necessarily bearish, but we do think that not only in the future earnings season, but moderate growth on the economic front will be a dominant theme.\"</p><p>Omar Aguilar, chief executive officer and chief information officer of Schwab Asset Management, said the coming quarters are likely to be a better reflection of Omicron's losses to corporate earnings than the fourth quarter numbers. However, he also pointed out: \"We will have a very solid earnings season. Earnings are expected to remain very strong, but growth will continue to decelerate. The company continues to generate free cash flow and generate business, but we will hear a lot about supply chain disruptions, and the cost-raising narrative.\"</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145796847","content_text":"随着财报季的到来，投资者将把注意力从货币政策转移到寻找公司利润和其他企业指标的压力缓解迹象上，此前经济不确定性和围绕美联储加息步伐的担忧在新年伊始给市场带来了很大压力。过去一周科技股遭受打击，从表面上看，市场情绪并不是那么糟糕。纳斯达克综合指数下跌0.3%，好于道琼斯工业指数0.9%的跌幅，与标准普尔500指数0.3%的跌幅相当。然而，最昂贵的投机性股票的抛售仍在继续。iShares Tech-Software ETF在过去一周下滑了1.6%，疫情前期大涨的互动健身平台Peloton Interactive下跌了12%，失去了在纳斯达克100指数中的位置。现在，投资者都知道这些科技股的下滑该归咎于什么。随着通货膨胀的飙升，美联储已经为大规模的货币政策转变做准备。根据CME FedWatch工具，联邦基金期货市场预期3月会议上加息的概率为86%，在今年剩下的时间里至少会有两次，甚至三次加息。这对投机性成长股来说是个坏消息，这些股票受利率上升的冲击最大。然而，如果利率预期目前已经达到顶峰，这可能意味着科技股将再次看起来很有吸引力，哪怕只是在投资者被迫重新适应更严格的货币政策之前。Nordea策略师Sebastien Galy写道：“我们可能看到的是未来几天科技股的抄底活动增加，因为未来几周利率的路径不太可能再增加。最近的大跌只是预示着一年后科技股会发生什么。”这是一个漫长的过程，在美联储下一次利率决议之前，现在投资者有财报季来分散他们的注意力。不过，本轮财报季的开端并不理想：摩根大通上周五下挫逾6%，尽管该公司此前已表示费用上涨后盈利预测有所提升，这表明也许有太多的好消息已经被计入股价。此外，上周五公布的数据显示，美国12月零售销售数据下降了1.9%，低于预测的下降0.1%。这可能没有超出投资者预料，由Omicron变异和早期假日购物造成了暂时性下降。但它也表明，第四季度的基本面有所疲软，这可能会对收益产生影响。富国银行投资研究所全球资产配置主管Tracie McMillion说：“在2021年的后端，增长可能有点慢，所以收益可能会比原来增速放缓。”投资者最好希望企业盈利能够维持下去。Ned Davis Research的首席全球投资策略师Tim Hayes写道：虽然美联储加息的威胁以及随之而来的债券收益率上升可能令人担忧，但令人失望的财报季可能是全球股市的一个更大的问题。他解释说：“广泛令人失望的盈利可能会导致一定程度的下跌广度扩大和卖盘持续，而这并不是由债券收益率上升引发的。”PNC首席投资官阿曼达阿加提(Amanda Agati)表示，在通常作为第四季度业绩关键驱动力的能源和工业板块，潜在的基本面可能缺乏力量来推动这个盈利季的市场。她说：“投资者需要开始把他们的期望值定得低一点。不一定是看跌，但我们确实认为，不仅是未来的财报季，经济方面的适度增长将成为一个主导主题。”施瓦布资产管理公司首席执行官兼首席信息官奥马尔阿吉拉尔(Omar Aguilar)表示，未来几个季度可能比第四季度的数字更能反映Omicron给企业盈利带来的损失。不过他同时指出：“我们将有一个非常稳健的盈利季节，预计收益仍非常强劲，但增长将继续减速。公司继续产生自由现金流和产生业务，但我们将听到很多关于供应链中断，以及成本提高的叙事。”","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869389143,"gmtCreate":1632245650782,"gmtModify":1676530734220,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575846264530485","authorIdStr":"3575846264530485"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/869389143","repostId":"1100031374","repostType":4,"repost":{"id":"1100031374","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":1631587259,"share":"https://ttm.financial/m/news/1100031374?lang=en_US&edition=fundamental","pubTime":"2021-09-14 10:40","market":"us","language":"zh","title":"Reminder: The Mid-Autumn Festival market closure arrangement is here! Hong Kong stocks closed on the 22nd","url":"https://stock-news.laohu8.com/highlight/detail?id=1100031374","media":"老虎资讯综合","summary":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n\n\n9月22日（周三）休市。9月23日（周四）起照常开市。\n\n\nA股：\n\n\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n\n\n美股、英股、澳股、新加坡股市照常交易。\n\n\n沪股通和深股通：\n\n\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n\n\n港股通：\n\n\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","content":"<p>The 2021 Mid-Autumn Festival holiday is upon us! The closing arrangements of major markets are as follows:<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>Hong Kong stocks:</b></p><p>The market is closed on Wednesday, September 22. The market will open as usual from September 23rd (Thursday).</p><p><b>A shares:</b></p><p>Closed from Monday, September 20th to Tuesday, September 21st. The market will open as usual from September 22nd (Wednesday).</p><p><b>U.S. stocks, British stocks, Australian stocks and Singapore stock markets traded as usual.</b></p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Closed Friday, September 17-Wednesday, September 22. It will be open as usual from September 23rd (Thursday).</p><p><b>Hong Kong Stock Connect:</b></p><p>Closed Thursday, September 16-Wednesday, September 22. It will be open as usual from September 23rd (Thursday).</p><p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" 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>Reminder: The Mid-Autumn Festival market closure arrangement is here! Hong Kong stocks closed on the 22nd</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\">\nReminder: The Mid-Autumn Festival market closure arrangement is here! Hong Kong stocks closed on the 22nd\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-14 10:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The 2021 Mid-Autumn Festival holiday is upon us! The closing arrangements of major markets are as follows:<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>Hong Kong stocks:</b></p><p>The market is closed on Wednesday, September 22. The market will open as usual from September 23rd (Thursday).</p><p><b>A shares:</b></p><p>Closed from Monday, September 20th to Tuesday, September 21st. The market will open as usual from September 22nd (Wednesday).</p><p><b>U.S. stocks, British stocks, Australian stocks and Singapore stock markets traded as usual.</b></p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Closed Friday, September 17-Wednesday, September 22. It will be open as usual from September 23rd (Thursday).</p><p><b>Hong Kong Stock Connect:</b></p><p>Closed Thursday, September 16-Wednesday, September 22. It will be open as usual from September 23rd (Thursday).</p><p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100031374","content_text":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n9月22日（周三）休市。9月23日（周四）起照常开市。\nA股：\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n美股、英股、澳股、新加坡股市照常交易。\n沪股通和深股通：\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n港股通：\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881946987,"gmtCreate":1631287453349,"gmtModify":1676530521652,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575846264530485","authorIdStr":"3575846264530485"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/881946987","repostId":"1144889232","repostType":4,"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814603433,"gmtCreate":1630809492322,"gmtModify":1676530398433,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575846264530485","authorIdStr":"3575846264530485"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/814603433","repostId":"2164860824","repostType":4,"repost":{"id":"2164860824","kind":"highlight","pubTimestamp":1630721847,"share":"https://ttm.financial/m/news/2164860824?lang=en_US&edition=fundamental","pubTime":"2021-09-04 10:17","market":"us","language":"zh","title":"The biggest tax evasion scandal in history! Renaissance Fund may pay back nearly $7 billion in taxes","url":"https://stock-news.laohu8.com/highlight/detail?id=2164860824","media":"新浪美股","summary":"全球最成功的投资者之一、 对冲基金文艺复兴科技公司的创始人吉姆-西蒙斯（Jim Simons）刚刚遭遇了一次罕见挫败。\n根据文艺复兴科技公司与美国国税局（IRS）达成的和解协议，西蒙斯和他的几位同事将","content":"<p>Jim Simons, one of the most successful investors in the world and founder of hedge fund Renaissance Technologies, has just suffered a rare setback.</p><p>Under a settlement between Renaissance Technologies and the Internal Revenue Service (IRS), Simmons and several of his colleagues will pay back billions of dollars in taxes, interest and penalties to settle one of the largest tax disputes in America's history.</p><p>Peter Brown, the current CEO of Renaissance, disclosed the settlement agreement in a letter to investors on Thursday. Although the letter did not disclose the specific settlement amount, U.S. Senate investigators found in 2014 that the unpaid tax before interest and penalties in this case was as high as $6.8 billion.</p><p>The IRS has long argued that Renaissance mischaracterized the profits of its flagship fund, Medallion, using a complex option arrangement that converts short-term capital gains into long-term gains, which are taxed at a lower rate.</p><p>Medallion is one of the best-performing funds in history, returning about 40% annualized since its inception in 1988. The fund is almost entirely owned by Renaissance's current and former employees. Funds open to the outside world, such as Renaissance institutional stock funds, are not covered by this tax dispute.</p><p>Under the terms of the agreement, Simmons and six other current and former Renaissance board members will pay a 100% surtax if they describe the gains as short-term capital gains, as required by the IRS.</p><p>These people include Brown, the current CEO of Renaissance, and Robert Mercer, the former CEO, who is a well-known conservative political donor and an important supporter of former US President Trump. Renaissance board members will also pay interest and penalties of an undisclosed amount.</p><p>Other Medallion investors will pay an 80% surtax on short-term capital gains as well as interest.</p><p>In addition, Simmons paid another $670 million to the IRS to settle another problem the IRS found in Renaissance's option arrangement, involving Dividend tax withholding.</p><p>The Renaissance board chose to settle \"rather than risk that the lawsuit could lead to worse outcomes, including tougher terms and penalties,\" Brown wrote in the letter. The company spent years dealing with the IRS Appeals Office, he said. If the taxpayer is unable to reach a resolution there, the dispute usually moves to the U.S. Tax Court or other federal court.</p>","source":"sina_us","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 biggest tax evasion scandal in history! Renaissance Fund may pay back nearly $7 billion in taxes</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 biggest tax evasion scandal in history! Renaissance Fund may pay back nearly $7 billion in taxes\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪美股</strong><span class=\"h-time small\">2021-09-04 10:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Jim Simons, one of the most successful investors in the world and founder of hedge fund Renaissance Technologies, has just suffered a rare setback.</p><p>Under a settlement between Renaissance Technologies and the Internal Revenue Service (IRS), Simmons and several of his colleagues will pay back billions of dollars in taxes, interest and penalties to settle one of the largest tax disputes in America's history.</p><p>Peter Brown, the current CEO of Renaissance, disclosed the settlement agreement in a letter to investors on Thursday. Although the letter did not disclose the specific settlement amount, U.S. Senate investigators found in 2014 that the unpaid tax before interest and penalties in this case was as high as $6.8 billion.</p><p>The IRS has long argued that Renaissance mischaracterized the profits of its flagship fund, Medallion, using a complex option arrangement that converts short-term capital gains into long-term gains, which are taxed at a lower rate.</p><p>Medallion is one of the best-performing funds in history, returning about 40% annualized since its inception in 1988. The fund is almost entirely owned by Renaissance's current and former employees. Funds open to the outside world, such as Renaissance institutional stock funds, are not covered by this tax dispute.</p><p>Under the terms of the agreement, Simmons and six other current and former Renaissance board members will pay a 100% surtax if they describe the gains as short-term capital gains, as required by the IRS.</p><p>These people include Brown, the current CEO of Renaissance, and Robert Mercer, the former CEO, who is a well-known conservative political donor and an important supporter of former US President Trump. Renaissance board members will also pay interest and penalties of an undisclosed amount.</p><p>Other Medallion investors will pay an 80% surtax on short-term capital gains as well as interest.</p><p>In addition, Simmons paid another $670 million to the IRS to settle another problem the IRS found in Renaissance's option arrangement, involving Dividend tax withholding.</p><p>The Renaissance board chose to settle \"rather than risk that the lawsuit could lead to worse outcomes, including tougher terms and penalties,\" Brown wrote in the letter. The company spent years dealing with the IRS Appeals Office, he said. If the taxpayer is unable to reach a resolution there, the dispute usually moves to the U.S. Tax Court or other federal court.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-09-03/doc-iktzscyx2003186.shtml\">新浪美股</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c62fac21f207b091fa51358b3caf49dc","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-09-03/doc-iktzscyx2003186.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164860824","content_text":"全球最成功的投资者之一、 对冲基金文艺复兴科技公司的创始人吉姆-西蒙斯（Jim Simons）刚刚遭遇了一次罕见挫败。\n根据文艺复兴科技公司与美国国税局（IRS）达成的和解协议，西蒙斯和他的几位同事将补缴数十亿美元的税款、利息和罚款，以了结美国有史以来最大的税务纠纷之一。\n文艺复兴现任CEO彼得-布朗（Peter Brown）周四在给投资者的一封信中披露了这一和解协议，虽然信中没有透露具体的和解金额，但美国参议院调查人员在2014年认定，该案件未计入利息和罚款前的未缴税款高达68亿美元。\n美国国税局长期以来一直认为，文艺复兴对其旗舰基金Medallion的利润进行了错误描述，使用了一种复杂的期权安排，将短期资本利得转化为长期利得，后者的税率较低。\nMedallion是历史上表现最好的基金之一，自1988年成立以来，年化回报率约为40%。该基金几乎完全由文艺复兴的现任和前任员工所有。文艺复兴的机构股票基金等向外界开放的基金不在此项税收纠纷的范围之内。\n根据协议条款，西蒙斯和其他六名文艺复兴董事会现任和前任成员将支付100%的附加税，如果他们按照美国国税局的要求，将收益描述为短期资本利得的话。\n这些人包括文艺复兴现任CEO布朗，以及前任CEO罗伯特-默瑟（Robert Mercer），他是著名的保守派政治捐赠者，也是美国前总统特朗普的重要支持者。文艺复兴董事会成员还将支付利息和罚金，具体金额不详。\n其他Medallion投资者将为短期资本利得支付80%的附加税以及利息。\n此外，西蒙斯还向美国国税局另外支付了6.7亿美元，以了结美国国税局在文艺复兴的期权安排中发现的另一个问题，涉及股息预扣税。\n布朗在信中写道，文艺复兴董事会选择了和解，“而不是冒着诉讼可能导致更糟糕的结果，包括更严厉的条款和处罚的风险”。他说，该公司花了数年时间与美国国税局上诉办公室打交道。如果纳税人无法在那里达成解决方案，争议通常会转移到美国税务法院或其他联邦法院。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926078718,"gmtCreate":1671432983235,"gmtModify":1676538535547,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575846264530485","authorIdStr":"3575846264530485"},"themes":[],"htmlText":"Rnrnrntnt","listText":"Rnrnrntnt","text":"Rnrnrntnt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926078718","isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038689451,"gmtCreate":1646814883649,"gmtModify":1676534165494,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575846264530485","authorIdStr":"3575846264530485"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038689451","repostId":"1135205184","repostType":4,"isVote":1,"tweetType":1,"viewCount":1473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}